Governing Documents

The CalSAE Success Plan (Strategic Plan) demonstrates our vision, mission, and objectives.

Vision:
To inspire, empower, and connect the best association professionals.

Mission:
To advance the association profession through knowledge, valued relationships, and trusted resources.

Objectives:

• Build a community among members with a culture and environment that produces valued relationships.
• Create opportunities for members to exchange knowledge and resources.
• Provide learning opportunities that are responsive to the changing dynamics of the association and not-for-profit management professions.
• Run CalSAE as an effective model business.

Success Plan

View the table of contents on page 2 to get an idea of the various policies in this extensive document. This P&P manual also contains a variety of sample policies, including:

• CEO Evaluation Process (page 29)
• 5 policies that comply with the IRS Form 990 questionnaire (Chapter V)
• Detailed responsibilities of the Board Officers and CEO (Chapters VI and VII)
• Policies and committee descriptions including Audit, Awards, Legislative, and Conflict of Interest (Chapter XI)

Download Board Policies & Procedures

This member approved document has the key policies governing the organization.

Bylaws

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Questions?

If you have any questions regarding these documents, please contact Jim Anderson, CAE, President & CEO at jim@calsae.org or call 916-443-8980.