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    1. Home
    2. About
    3. Championing Advancement: CASE Strategic Plan
    4. 2017-2021 Strategic Plan
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    Governance: OneCASE

    2017-2021 Strategic Plan
    • Reimagining CASE’s Future
    • Our Plan in Context
    • Our Guiding Pillars
    • Strategic Goals
    • Implementation
    • Vision, Mission, and Values
    • Accomplishments
    • Next Steps
    • Governance: One CASE
    • Looking to the Future
    • Project Leadership
    • Broad Stakeholder Engagement
    • Overview of the Strategic Planning Project
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    You Voted

    CASE members around the world voted in support of the new volunteer leadership structure. CASE is incredibly grateful to the volunteers and members who were a part of this monumental vote.

    A message from CASE President and CEO Sue Cunningham

    Vote by the Numbers

    39
    Countries Represented
    1,254
    Votes YES
    37.5
    percent of CASE membership who voted

    Governance Q&A

    Each member institution has one vote, to be submitted by the person on staff who serves as your institution’s designated membership coordinator—the person who handles paying CASE membership dues. Membership coordinators will receive special voting instructions to access the online ballot. The vote will start 1 May and end on 31 May 2019 at 11:59 p.m. ET.

    Not sure who your institution’s membership coordinator is? Please contact CASE Member Support at +1-202-328-CASE [2273] or support.case.org.

    Are you a member coordinator and didn't receive an email ballot, or need a password reminder? Contact CASE at [email protected]

    A no vote diminishes the potential for CASE to offer member benefits locally, regionally and globally. A no vote does not maintain the status quo. If you have concerns, contact CASE [email protected] so that we can address any questions before the vote.

    CASE member institutions are legally required to vote on any changes to the association’s bylaws and articles of incorporation. We are eager for CASE member institutions to vote YES.

    Members in the United States and Canada are part of a local district; in addition to voting on CASE’s updated bylaws and articles of incorporation, they will be asked to support their district’s alignment with this new structure. Each district board, regional board and the CASE board has already voted in support of the new structure.

    The short answer: to create greater connectivity, coherence and engagement in support of our vision to advance education to transform lives and society.

    This new structure results from CASE’s volun­teer-driven strategic plan, Reimagining CASE. In order to achieve CASE’s ambitious goals, two key initiatives were identified: addressing our gover­nance structure and improving our technology. Since the plan’s acceptance in 2016, CASE has been working to address both initiatives through the guidance of its volunteer leadership.

    With 11 governing boards, the current structure allows for significant gaps and missed opportunities related to member experience and engagement. Volunteer leaders have repeatedly noted that the current setup is not one they would design if start­ing with a blank slate, describing it as cumbersome, costly and confusing.

    This new volunteer leadership structure will allow us to operate more effectively in a global context. Learning and innovation will be shared more readily, no matter where it originated—yet still focus on dis­tinctive local cultures and needs. It is a step forward. This new structure will allow CASE to grow and will better position us to adapt to new opportunities and challenges in the education sector.

    Collaborative. Designed by more than 2,500 volunteers from diverse institutions around the world.

    Seamless. Providing access to the resources you need for professional development, regardless of where you live.

    Efficient. Enabling CASE volunteers to work more strategically—leading to stronger member engagement, thought leadership and supporting fellow members in their work to advance education.

    Responsive. Addresses current industry trends and is even more nimble in addressing these issues.

    CASE’s new structure will maximize the impact of valuable volunteer time. We will ask volunteers to do the things that only they can do, and that will have the greatest impact on service to members and member institutions.

    The board of trustees will be CASE’s sole fiduciary body. Sitting alongside the CASE Board will be Regional Councils in Asia Pacific, Europe, Latin America and the United States/Canada as well as District Cabinets in the United States/Canada.

    Districts in the United States/Canada will keep the same boundaries. District Cabinets will continue to hold annual conferences, promote awards and recognition and offer other services targeted to their respective communities.

    This new structure gives CASE the flexibility to add Regional Councils and District Cabinets in other geographic regions as opportunities arise and have a legal presence outside the United States through operating offices and subsidiaries.

    Just like at your own institution, changes in board structure are not taken lightly and are only ap­proached when they make very clear improvements to governance and volunteer leadership. This new structure, created by a team of volunteers with input from all existing volunteer bodies, will have mini­mal visible impact to most stakeholders. All current activities will remain, including but not limited to, educational programs, advocacy, district and region­al conferences, research, publications, and online resources. A more seamless structure will provide greater continuity of services across regional bound­aries and build on CASE’s strong member offerings.

    Volunteer leadership from throughout the advance­ment profession will continue to be an essential component of who we are as an association. Rather than being responsible for administrative functions, these volunteer bodies will focus on engagement and on emerging issues and trends. They will be­come powerful resources for member value and stewardship.

    This new structure will offer opportunities for added value and greater connection. It will provide for new economies of scale (especially with conference vendors and sponsors), and better processes for coordination and collaboration. For instance, CASE currently undergoes 11 separate, simultaneous yearly audits—funds and staff time that could be better used to support members.

    The review of CASE’s governance emerged from CASE’s strategic plan, Reimagining CASE. For the past two years, more than 2,500 volunteers, representing all member demographics, have created this design.

    All of CASE’s governing bodies have approved the new leadership structure and have agreed to take the steps necessary to implement it, including holding a membership vote.

    Between now and the expected date of full implementation, 1 July 2020, staff will work with volunteer leaders to refine and execute plans to ensure this new structure gets implemented effectively.

    Volunteer Leadership Structure Committees 

    CASE is grateful to all who are involved in this journey, especially to the volunteers who have defined and guided our work.

    The Global Governance Steering Committee shaped the design of the new structure, such as scope of and interaction between CASE’s volunteer leadership bodies, while weighing input from member institutions throughout the world.

    Co-Chair: J. Michael Goodwin, Oregon State University Foundation
    Co-Chair: Sue Cunningham, CASE President and CEO
    Jo Agnew, University of Western Australia
    Lauren Brookey, Tulsa Community College
    Germán Campos Valle, Universidad Anahuac México Norte
    Mary Carrasco, Sidwell Friends School
    Brett Chambers, CASE
    Linda Durant, CASE
    Ian Edwards, More Partnership
    Lisel Elder, University of Oxford
    Lee Fertig, The International School of Brussels
    Terry Flannery, American University
    Sergio Gonzalez, Brown University
    Jim Harris, University of San Diego
    Lori Houlihan, University College London
    Tricia King, CASE
    Michael Lavery, Brand & Reputation Ltd.
    Ron Mattocks, CASE
    Peter Mathieson, University of Edinburgh
    Rickey McCurry, formerly University of Tennessee Foundation
    Jim Moore, University of Illinois Foundation
    Rob Moore, CASE
    Anton Muscatelli, University of Glasgow
    Dave Shepherd, United World College of Southeast Asia
    Beth Smith, formerly Arkansas State University
    Jeff Todd, University of British Columbia

    The Global Governance Transition Task Force guides and coordinates all aspects of the process for successfully implementing the new leadership structure, including outlining key tasks and indicators of success.

    Sue Cunningham, CASE
    Mike Goodwin, Oregon State University
    Jo Agnew, University of Western Australia
    Brian Bowman, Southern Alberta Institute of Technology
    Germán Campos Valle, Universidad Anáhuac México
    Chris Clarke, Duke University
    Liesl Elder, University of Oxford
    Lee Fertig, International School of Brussels
    Terry Flannery, American University
    Lisa Grider, Newark Academy
    Montique (Mo) Cotton Kelly, University of Connecticut
    Michael Lavery, Brand & Reputation
    Jim Moore, University of Illinois
    Dave Shepherd, United World College of Southeast Asia
    Nancy Treser-Osgood, Pitzer College
    Angelica Careaga, CASE
    Brett Chambers, CASE
    Chua Beng Hwee, CASE
    Leigh Cleghorn, CASE
    Ron Mattocks, CASE
    Rob Moore, CASE
    Andrew Schall, CASE
    Beth Smith, CASE

    More information on CASE’s new volunteer leadership structure vote:

    Description of CASE’s new volunteer leadership structure

    Bylaws and articles of incorporation (Approved by the CASE Board of Trustees in November 2018)

    Quorum requirement overview for a valid member vote

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