Iowa State Association of Assessors
3-Year Strategic Plan
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Our Core Values:
Integrity – carry out our duties with the highest level of accountability and responsibility.
Professionalism – serve the public with the highest ethical standards, skill, quality and respect.
Fairness – perform our duties without favoritism or discrimination.
Trustworthiness – demonstrate reliability, honesty, and transparency as we serve the public.
Our Vision: To create the highest standard of professionalism in our membership through collaboration, mentoring, and education. To attain fairness, equity, and uniformity in property assessments throughout the State of Iowa.
Our Mission: To promote excellence in property valuation by providing fair and equitable assessments for property owners and local governments in the State of Iowa.
Our Strategic Goals:
Mentor and Educate – Provide ISAA members with ample mentoring and educational opportunities, enabling them to perform their duties legally, professionally and efficiently.
Uniformity - Provide recommended guidelines for assessment professionals to follow in areas where policies, procedures, rules and laws are unclear or void, thereby maximizing uniformity across all jurisdictions.
Communications and Public Relations – Improve relations within the ISAA and with the IDR, collaboratively solving problems while promoting the highest degree of ethical membership behavior, and increasing public understanding of property valuations.
The following objectives are part of our three-year plan and will guide us toward attaining our strategic goals:
Mentor and Educate
- The Education Committee will coordinate or enlist a team to develop at least one 4-hour to 8-hour workshop per year to provide education on topics prioritized by the membership, with care given to include the needs of new assessors.
- The Resource Committee will enlist and develop volunteers to serve as resources and/or course presenters on important educational topics identified by the committee, and make the contact list available to the membership on the ISAA website and provide that list to the Education Committee annually.
- The ISAA Membership will reach out to those in a new assessor role, making themselves available whenever called upon and without resistance, to offer advice, give direction and clarification of assessment practice and procedure, and to further promote fair and equitable assessments in Iowa.
- The Officers will hold a breakout session at Fall School each year for Assessors with less than five years of experience in the profession.
- The Manual and Forms Committee will review the ISAA Office Procedure Manual for necessary updates annually and upon completion present to the Executive Board, and then to the Association through district-level interaction.
- The Executive Board will identify primary areas of uniformity concern each year and assign an appropriate ISAA committee or authority (i.e., ISAC, DOR, PAAB, legislators) to assist in establishing guidelines to improve uniformity across all jurisdictions.
- The Resource Committee will highlight one general topic quarterly, asking the membership to share archived data, template letters, emails, news articles, spreadsheets, queries, how-to instructions and videos, and any other helpful documents which will be added to the website and conveyed to districts to improve uniformity and provide resources for members.
- The Exemption Committee shall poll the membership annually for any questions pertaining to exemption and credit acceptance and processing which may lead to uniformity issues and upon completion shall seek resolution of the issues and make them available to the membership.
- The Legislative Committee will communicate any uniformity issues identified by the Executive Board to our Lobbyists each year.
Communications and Public Relations
- The ISAA President will communicate the ISAA Code of Ethics and Standards of Professional Conduct Rules and Procedures to the membership annually, and will highlight the duties and responsibilities of at least one ISAA committee to the membership monthly.
- The Public Relations/Editorial Committee will annually review ISAA videos, brochures, and guides created by the committee and update as necessary.
- The Public Relations/Editorial Committee will provide a public educational video or one social media/news release every three years to increase the public understanding on assessment topics.
- The Executive Board will identify legislative topics of interest or concern by November 1st of each year for districts to utilize when conducting meetings with their legislators.
- The Executive Board will conduct a virtual legislative meeting annually.
- The Public Relations/Editorial Committee will create and disseminate an ISAA Newsletter every four months for the purpose of improving the image of the assessment profession.
- The Ways and Means Committee will notify the Executive Board of any necessary changes to By-Laws resulting from each approved ISAA Strategic Plan.
- The Ways and Means Committee will review and propose any necessary changes to the governing documents, and propose procedural rules for the ISAA, using ICA procedural rules as a guideline.
- The ISAA President who presides during the triennial summer retreat to revise the 3-year plan shall appoint a Strategic Planning Coordinator and Associate Coordinator to facilitate planning meetings, draft, present and promote the plan, and engage the ISAA membership.
- Annual ISAA Committee appointments will be made with the goal of continuity in mind.
- Committees will report their Objective progress to the Strategic Planning Coordinators by September 1st of each year.
IMPLEMENTATION: In the implementation of each ISAA 3-Year Strategic Plan, the Executive Board and Strategic Plan Coordinators will align resources, ensure inclusion of ISAA committees, and engage all members in the objectives by frequently communicating the plan, its purpose and progress.
SUCCESS METRICS: The Strategic Planning Coordinators will frequently measure the Strategic Plan progress and success, by utilizing one or more of the following tools:
- Reports from committee liaisons during Executive Board meetings
- Send stakeholder questionnaires or conduct surveys through Survey Monkey to attain feedback
- Quarterly review of objective checklists and timelines by the Strategic Plan Coordinators with subsequent feedback provided to the Committee Chairpersons or others responsible for the attainment of each Objective
- Annual presentation to the membership during the ISAA Annual School of Instruction Business Meeting
Every three years, beginning in the summer of 2021, the ISAA President and Strategic Planning Coordinators will schedule a special Strategic Planning Retreat or meeting (prior to the Executive Board meeting preceding the ISAA Annual School of Instruction) to develop, revise or review the new 3-year plan. This Strategic Plan will then be submitted to the Executive Board for approval, prior to the ISAA Annual School of Instruction.