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HBA Annual Planning

The HBA’s Annual Planning Process is a comprehensive collection of planning workstreams designed to prepare the organization for the upcoming year. Through a series of trainings and tools/resources, all member leaders will be empowered to manage this process efficiently and effectively.

HBA’s Annual Planning includes FOUR key workstreams that contribute to organizational success:

  • Program planning
  • Budget planning
  • Succession planning
  • Annual Awards planning

Key:

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HBA Annual Planning Overview
Open to view video.  |  5 minutes
Open to view video.  |  5 minutes A brief overview of the planning process overall, with helpful timelines and high-level details about the four workstreams.
You must register to access.
HBA Annual Program Planning Process
Recorded 07/06/2026  |  12 minutes
Recorded 07/06/2026  |  12 minutes A full overview of the Program Planning Process for Education & Events Leaders and other process contributors. Helpful Links: HBA Resource Center, A Deeper Dive: Program Planning - https://hbavolunteer.knowledgeowl.com/help/annual-program-planning Master Events List - https://hbanet2-my.sharepoint.com/:l:/g/personal/mmorse_hbanet_org/JACISGdKs8lKSqgoyksSRr0kAZ1Y_GIohAUgTHvfiw-jTWo?e=avgJlF Map the Metrics Workbook - https://dyzz9obi78pm5.cloudfront.net/app/image/id/6840a98f9f6f7d151d077733/n/map-the-metrics-engagment-and-events-workbook.pdf
You must register to access.
HBA Program Planning Process Quiz
3 Questions  |  Unlimited attempts  |  2/3 points to pass
3 Questions  |  Unlimited attempts  |  2/3 points to pass Test your knowledge of the program planning process with this brief quiz!
You must register to access.
HBA Budget Planning Process
Open to view video.  |  7 minutes
Open to view video.  |  7 minutes A full overview of the Budget Planning Process for Finance and executive committee leaders
You must register to access.
HBA Succession Planning Process
Recorded 07/06/2026  |  7 minutes
Recorded 07/06/2026  |  7 minutes A full overview of the Succession Planning Process for Volunteer Experience Leaders and other process contributors.
You must register to access.
Succession Planning Quiz
3 Questions  |  Unlimited attempts  |  3/3 points to pass
3 Questions  |  Unlimited attempts  |  3/3 points to pass
You must register to access.
HBA Annual Awards Planning Process - COMING SOON
Open to view video.
Open to view video. A full overview of the Annual Awards Planning Process for Volunteer Experience Leaders and other process contributors
You must register to access.
Annual Planning Discussion Thread
Make 1 discussion post to continue.
Make 1 discussion post to continue. Have questions or want to share tips/best practices? Share them in our Annual Planning Discussion Thread!
You must register to access.