STR ATEGIC PL AN 2021 - ISBER

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STR ATEGIC PL AN 2021 - ISBER
S TR ATEGIC PL AN 2021
STR ATEGIC PL AN 2021 - ISBER
Contents
E XECUTIVE SUM M ARY                                                                                                      3
S TR ATEGIC PL ANNING PROCESS                                                                                             4

  •   Environmental Scan...........................................................................................4
      • Member Survey..........................................................................................4
      • Stakeholder Survey.....................................................................................4
      • SWOC......................................................................................................5

  •   Planning Sessions.............................................................................................5

S TR ATEGIC PL ANNING R ESU LTS                                                                                           6

  •   Vision..............................................................................................................6
  •   Mission............................................................................................................6
  •   Pillars...............................................................................................................6
      • Pillar A: Optimize ISBER’s Management, Infrastructure, and
           Communication Systems.............................................................................7
      • Pillar B: Review and Revitalize the Regional Structure.......................................8

APPENDICES                                                                                                                9

  •   A: Board Work Plan...........................................................................................9
  •   B: SWOC....................................................................................................... 10
  •   C: Member survey.......................................................................................... 12
  •   D: Comments from Stakeholder Interviews........................................................ 13
  •   E: Next Strategic Plan...................................................................................... 16
STR ATEGIC PL AN 2021 - ISBER
S TR ATEGIC PL AN 2021

    Executive Summary
    The disruption of in-person activities during much of 2020 caused by COVID-19 had an effect on how ISBER and much of the world had
    to conduct their business. For ISBER, the disruption meant rethinking and dramatically reprogramming most of the activities scheduled
    for 2020 and 2021. The process of having to develop alternatives to in-person workshops, annual and regional meetings allowed ISBER
    to be introspective regarding how it will continue to be a resource to the biobanking community. ISBER’s leadership will use this time
    to re-evaluate its business model and identify strategies it will undertake to become a stronger organization once business opens up
    to a new version of normal.

    The result is a “bridge plan,” with a 12-18 month timeline, during which ISBER will      Measures have been identified for each of the two strategy areas. Tracking data asso-
    develop and implement improvements to its infrastructure, internal and external          ciated with each measure will allow ISBER to gauge its progress in implementing the
    systems, and current processes as well as newly-identified ones. Two strategy areas      components of each strategy and provide an early indication as to how successful
    or pillars emerged as a result of work done by ISBER’s leadership team and lead staff:   the organization is in achieving its desired results. Frequent review of these mea-
    1) Optimize ISBER’s Management, Infrastructure, and Communication Systems and            sures will allow ISBER to adjust its approach and allow for emergent strategies—new
    2) Review and Revitalize ISBER’s Regional Structure (as described below). The two        strategies that arise due to changes in the environment that were not present at the
    pillars flow one into the other. That is, progress on management, infrastructure, and    time the plan was developed.
    communication systems will help inform a review of ISBER’s regions regional struc-
                                                                                             After successful completion of this bridge plan, ISBER will move forward with
    ture and usher in a revitalized model. A revitalized regional structure and optimized
                                                                                             a longer term strategic plan capitalizing on how it has emerged after the COVID
    core systems will position ISBER to facilitate innovation across the entire field of
                                                                                             pandemic is over.
    biobanking, benefiting both ISBER’s members and associated stakeholders—those
    who depend upon a strong biobanking practice globally.

                                                                                     EXECUTIVE SUMMARY
3
STR ATEGIC PL AN 2021 - ISBER
S TR ATEGIC PL AN 2021

Strategic Planning Process
Environmental Scan

An environmental scan conducted in advance of the strategic planning process provided a snapshot of the position of the organization for
consideration and evaluation during the strategic planning process. The Board of Directors and Committee Chairs (BOD and CC) want-
ed to ensure that the environmental scan created a better understanding of the needs and aspirations of the membership. Furthermore,
leadership wanted the strategic plan to consider ISBER’s placement amongst its partners, competitors and other key stakeholders by
trying to understand how ISBER is seen worldwide.

M EM BER SU RVE Y                                                                         S TAK EHOLDER SU RVE Y

The ISBER Member Survey was completed from May 18 to July 15, 2020 with a total           As part of ISBER’s strategic planning process, a series of interviews were conducted
of 178 respondents, which is approximately 16% of the membership. The respon-             over the past couple of months by the ISBER President and Executive Director.
dents, a broad cross section of ISBER members, varied in age, geographic location,        ISBER identified a number of key stakeholders whose input should be sought so that
job position, and educational levels.                                                     they could inform the strategic planning process. There were three categories of
                                                                                          interviewees:
Respondents were asked a variety of questions relating to the services provided by
ISBER and the strategic direction that the organization should be taking including rat-
                                                                                              •   External Partners
ing the benefits of membership and programs and services. Members highly valued
                                                                                              •   Internal Groups
Biopreservation and Biobanking (BIO, the journal of ISBER), the ISBER Best Practices,
                                                                                              •   Industry Sponsors
access to the members only forum, and access to educational opportunities and
information. In the survey, ISBER also evaluated its corporate membership and orga-
                                                                                          See Appendix D for a full list of organizations reached. The list of potential respon-
nizational membership structure. It was noted that access to the membership was
                                                                                          dents was discussed by the ISBER leadership—BOD and CC. A number of organiza-
extremely important to vendors and corporate membership.
                                                                                          tions were approached. Not all associations were available for interviews. Appendix
The survey was reviewed in detail over two one-hour meetings by the BOD and CC            D details which associations ISBER met with.
in advance of the strategic planning session. Furthermore, individual committees
                                                                                          Interviewees were provided with a set series of questions. Please see Appendix D
discussed key elements of the survey with their own committees to gain further in-
                                                                                          for the collated responses.
sights. For the full executive summary of the member survey please see Appendix C.

STRATEGIC PLANNING PROCESS
                                                                                                                                                                                   4
STR ATEGIC PL AN 2021 - ISBER
S TR ATEGIC PL AN 2021

    S WO C

    The purpose of a SWOC analysis is to provide the organization with information re-       it faces. The SWOC took into consideration the information based on the member-
    garding its strengths and weaknesses in relation to the opportunities and challenges     ship survey, leadership feedback and stakeholder interviews.

    Planning Sessions

    Virtual planning sessions were held over four weeks during the month of November 2020 to undergo an iterative approach to devel-
    oping a comprehensive bridge plan. The sessions were facilitated by an external consultant who also moderated an additional session
    with just the BOD to discuss issues regarding leadership and management of the society. Strong participation from the BOD and CC
    encouraged interactive and engaging discussions on next steps.

    An iterative approach meant that leadership optimized the valuable time of volun-        approach to obtain general input from the leadership team, leadership was able to
    teer leaders by first having them provide broad general direction to the consultant      create a few alternative Mission and Vision statements. The final step was to, refine
    and Executive Director. Based on the input given by the leadership, staff was able to    the statements from the feedback received by the leadership team until all support-
    create a first draft of the bridge plan. The BOD and CC met to review the first draft    ed what appears on the next page.
    providing feedback and additional input. Staff used this information to revise the
                                                                                             There was strong participation from the leadership team. Nearly every member
    draft, and finally, the plan that appears on the following pages.
                                                                                             of leadership was present on every call, and everyone participated in every call.
    The same approach was used to update the Mission and Vision statements for               Leadership acknowledges the engagement level during these meetings.
    ISBER. Editing such statements of the society’s purpose, goals, and values for clarity
    and style can be very tedious and take enormous amounts of time. Using the same

                                        STRATEGIC PLANNING PROCESS
5
S TR ATEGIC PL AN 2021

Strategic Planning Results

                                           To be the leading network in the global biobanking and
           VISION                          biorepository community.

                                           ISBER advances the expertise and quality of biorepositories and
          MISSION                          biobanking science worldwide.

                                                PILLARS

                     A.                                                          B.

A                                                         B
 Optimize ISBER’s Management, Infrastructure,                       Review and Revitalize ISBER’s
          and Communication Systems                                       Regional Structure

STRATEGIC PLANNING RESULTS
                                                                                                             6
PILL AR A: OP TI M IZE ISBER’S M ANAGEM ENT,
    INFR AS TRUC TU R E, AND COM MU NIC ATION SYS TEMS

    STRATEGY 1                                     STRATEGY 2                                    STRATEGY 3                                  STRATEGY 4
    Audit, evaluate, review current                Move from member-driven organization           Streamline processes to reduce             Streamline, clarify and
    leadership and management structure,           to quality-driven, product-driven,             redundancies and bottlenecks               communicate decision-making
    practices and operations (ensure that          expertise-driven, and service-                 (for example, decision making,             structure. Ensure decision making at

    1                                            2                                              3                                            4
    we clarify roles between paid and              driven organization. Evaluate what             communication, and rigid committee         the appropriate level.
    volunteer staff). Move management of           ISBER gains and what is lost from this         structure). Develop areas of “authority”
    the organization to be program/                new approach. Provide assessment to            for each role and “committee”.
    performance-driven versus                      the BOD. BOD to decide new focus for
    structure/design-driven.                       the organization.

    OUTPUT:                                        OUTPUT:                                        OUTPUT:                                    OUTPUT:
    • Create a task force that will audit,         • Evaluate the benefits of moving from a       • Decision making flowchart                • Decision making flowchart
      evaluate, and review current leader-           member-driven organization to a quality,     • Communication flowchart                  • Communication flowchart
      ship and management structure to               product, expertise, and service driven
      make recommendations to the BOD                organization.
    • New organizational chart; job de-            • Develop a list of ISBER stakeholders
      scriptions for roles; terms of reference       for ISBER products and services based
      for committees.                                on this new approach—members,
    • Optimize staff and volunteer structure         non-members, educational content
      to best support the work of the                consumers, Best Practices consumers,
      society and maintain focus.                    etc.
                                                   • Identify products and services to meet
                                                     the needs of various stakeholders.
                                                   • Set up organization to be able to meet
                                                     the needs of each of the stakeholder
                                                     groups.
                                                   • Develop a Market Research Report.

    MEASURES
    • Develop annual operating plan henceforward                          • Survey committees and leadership; identify redundancies and
    • Develop and implement delegated authority chart                       bottlenecks to be eliminated by June 30, 2021
7   • Internal communications plan to be completed by May 2021            • Update management contract to be signed for July 1, 2021
                                                                          • Completed Market Research Report.
PILL AR B: R E VIE W AND
                                                                                                                                    R E VITALIZE THE R EGIONAL
                                                                                                                                    S TRUC TU R E

STRATEGY 5                                   STRATEGY 6                                   STRATEGY 7                                STRATEGY 8
Develop programming for long-                Develop internal communications              Craft a management contract that is       Conduct a review of regions and
established members/leaders, such as         plan to provide relevant, timely             aligned with the new strategic plan.      modify the regional structure if
an experienced leadership track              information to the person(s)/                Ensure that the programs have the         needed. Ensure that new structure

5                                           6                                           7                                           8
or leadership alumni offering (e.g., past    groups(s) as needed.                         support that they need to develop         supports under represented
presidents forum).                                                                        and grow.                                 areas.

OUTPUT:                                      OUTPUT:                                      OUTPUT:                                   OUTPUT:
• Develop framework for program-             • Internal communications plan,              • Update/revise current management        • Conduct needs assessment in each
  ming for long-established members/           approved by the BOD, will outline            contract to reflect the new strategic     of the regions. Ensure that needs
  leaders to implement in the                  clear, direct, transparent communi-          goals                                     assessment incorporates a transla-
  subsequent strategic plan.                   cation lines for members, volunteers                                                   tion strategy for each of the regions.
                                               and stakeholders.                                                                    • Evaluate the boundaries of each of
                                                                                                                                      the regions.
                                                                                                                                    • Engage the regional ambassadors in
                                                                                                                                      the needs assessment.

MEASURES                                                                                                                            MEASURES
• Update leadership, management and governance structure to    • Updated bylaws to reflect new leadership, management               • New regional structure and
  be implemented by December 2021                                and governance structure to be presented to membership               organization chart.
                                                                 annual general meeting 2022                                                                                   8
S TR ATEGIC PL AN 2021

    Appendices
    A: Board Work Plan
                                                                                                          Board Driven         Staff Driven      Q1   Q2   Q3   Q4   Q5   Q6
                           Strategy 1: Audit, evaluate, review current leadership and management
                           structure, practices and operations (ensure that roles are clarified between
                                                                                                              Joint Board and Staff Driven.
                           paid and volunteer staff). Move management of the organization to be
                           program/performance-driven versus structure/design-driven.
                           Strategy 2: Move from member-driven organization to quality-driven,
                           product-driven, expertise-driven, and service-driven organization. Evaluate
                           what is gained and what is lost from this new approach. Provide assessment         Joint Board and Staff Driven.
                           to the BOD. BOD to decide new focus for the organization. Complete
                           Marketing Research Report.
     PILLAR A:
                           Strategy 3: Streamline processes to reduce redundancies and bottlenecks
     Optimize ISBER’s
                           (for example, decision making, communication, and rigid committee                  Joint Board and Staff Driven.
     Management,
                           structure). Develop areas of “authority” for each role and “committee”.
     Infrastructure, and
     Communication         Strategy 4: Streamline, clarify and communicate decision-making struc-
                                                                                                              Joint Board and Staff Driven.
     Systems               ture. Ensure decision making at the appropriate level.
                           Strategy 5: Develop programming for long-established members/lead-
                                                                                                          Review, Finalize       Develop
                           ers, such as an experienced leadership track or leadership alumni offering
                                                                                                           and Approve           First Draft
                           (e.g., past presidents forum).
                           Strategy 6: Develop internal communications plan. What is relevant for                                Executive
                           each person/group to know.                                                                         Director to Lead
                           Strategy 7: Craft a management contract that is aligned with the new
                           strategic plan. Ensure that the programs have the support that they need to     Board to lead
                           develop and grow.

     PILLAR B:
     Review and            Strategy 8: Conduct a review of regions and modify the regional structure
                                                                                                              Joint Board and Staff Driven.
     Revitalize the        if needed. Ensure that new structure supports under represented areas.
     Regional Structure

                                                                                                                                               APPENDIX A
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     B: SWOC
                               STRENGTHS

                               •   Forum engagement                            • Best Practices—Foundational document            • Policy engagement has been a strength
                               •   Quality education                             for ISBER                                       • Engagement of so many members is a
        INTER NAL FAC TORS

                               •   Committed leadership/volunteers             • Thought leadership in the industry/field          strength
                               •   Trusted reputation                          • Support of vendors is good                      • ISBER is an organic member-led
                               •   Head Office Staff                           • Produce good science and have a journal           organization
                                                                                 that is respected                               • Good leadership in the regions
                                                                               • Have many tools to support the
                                                                                 membership

                                                                                                                                                                                    S
                                                                                                                                                                                    O
                               OPPORTUNITIES

                               •   Non-member engagement                       • Use new technologies for engagement of          • ISBER is multi-disciplinary with diverse
                               •   Promoting best practices and standards        members and non-members                           interests; opportunity is to bring people from
                               •   Advocacy                                    • Make ISBER more accessible to others given        diverse interests together
                               •   Policy                                        the virtual options (and updated pricing)       • Collaborate with special interest groups (SIG)
        E X TER NAL FAC TORS

                               •   Position statements                         • Educational activities, can engage with           and working groups (WG) in a more produc-
                               •   Accreditation partners (IACET, ANSI,          other existing coursework, leverage the           tive way; provide support where needed
                                   CHEA, NIST)                                   Qualification in Biorepository Science (QBRS)   • An increased number of individuals from
                               •   Further leverage partnership such as ISO,   • Clarify biobanking as a more formal career        general public are being familiarized with
                                   BBMRI, WHO (via IARC)                         path; look at the needs of the techs and          biobanking (or science in general) through
                               •   Market penetration globally                   create a pathway                                  COVID; ISBER may be able to promote the
                               •   Redefine corporate sponsorship              • Make tools accessible in other languages,         value of biobanking and good biospecimen
                               •   Optimize website, forum, and newsletter       leverage in other languages; biobanking is a      management
                               •   webinars                                      growing/developing discipline                   • Networking
                                                                               • Writing a text book could be an option, bring   • Consider how ISBER supports groups like
                                                                                 ISBER to the class room                           pharma working group and enviro-bio
                                                                                                                                   working group

                                                                                                                                            APPENDIX B
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S TR ATEGIC PL AN 2021

                           WEAKNESSES

                           • Revenue strongly event-based                     • Volunteer organization                             • There is a lack of clarity between the work
                           • Hard to monetize some top benefits               • Weakness – structure is too large for volun-         of committees and staff
    INTER NAL FAC TORS

                           • Blurred lines between governance and               teer management                                    • Need to define expectations and
                             operations                                       • Message is unclear—the message changes               deliverables
                           • Don’t have a formal internalized                   based on the individual; it’s clear from vision-   • Hard to keep expertise from members that
                             communications plan (no way of formally            ing; there should be a message that is clear;        have “outgrown” ISBER
                             distributing information in an efficient way)    • How to keep engagement of committees,              • Resistance around structural change
                           • Structure is not transparent or nimble             membership                                         • Communication in various languages
                           • Decision making can be slow and                  • ISBER asks a lot from volunteers                   • Centralization v. decentralization—regional
                             complicated                                      • Committees are advisory groups                       activities; use regional infrastructure for
                                                                                                                                     regional areas

W
C
                           CHALLENGES

                           • Funding for the field in general and for ISBER   • Communications part of this needs to be            • Some of the organizations that have
                           • Demonstrating value outside the field              developed;                                           similar membership; it’s hard for people to
                           • Sample integrity                                 • Perhaps bring together “sage/wise” mem-              choose one versus another
                           • COVID-19—being flexible, nimble and                bers who have the expertise                        • There may be consolidation in the next few
    E X TER NAL FAC TORS

                             unexpected challenges                            • Identify subject matters and issues that             years, biobanks, funders, industry
                           • Provide direct resources as to how to support      require quick response                             • Competing meetings and organizations
                             biobanks; ISBER isn’t able to identify the       • Needs are different                                  and vendors
                             issues quickly enough                            • Varying regulatory environments                    • Global nature of organization is also a
                           • Can ISBER restructure so that it responds to     • Human Resources—everyone is a volunteer,             challenge from a logistics perspective. It is
                             difficult matters quickly? ISBER should come       limited resources in head office                     difficult to represent all regions
                             to understand bottle necks for fast responses    • Diversity of membership is also a challenge;       • Being relevant in all of the regions
                                                                                how do various niches feel valued and              • Offer tools.
                                                                                engaged                                            • Annual meeting is a challenge—finding a
                                                                                                                                     common time is a problem

APPENDIX B
                                                                                                                                                                                     11
S TR ATEGIC PL AN 2021

     C: Member survey
     E XECUTIVE SUM M ARY

     The ISBER member survey was completed from May 18 to July 15, 2020. There were            ISBER evaluated the new regional ambassador program and learned that this new
     a total of 178 respondents to the survey. The survey was completed by a broad cross       initiative needs to be promoted better to the membership but those that were fa-
     section of ISBER members. Respondents varied in age, geographic location, job             miliar with the initiative were very supportive of it. This finding was replicated for the
     position, and educational levels. Not all questions were mandatory meaning that           awards program.
     the response rate per question varied.
                                                                                               After asking how ISBER can improve impact in the regions, it learned that partner-
     Respondents were asked a variety of questions relating to the services provided by        ships with relevant organizations are needed.
     ISBER and the strategic direction that the organization should be taking. Members
                                                                                               As far as attendance at meetings, ISBER learned that funding limited people’s abil-
     were asked to rate the benefits of membership and programs and services. Members
                                                                                               ity to participate. ISBER learned that a number of members had not participated in
     indicated that Biopreservation and Biobanking (BIO, the official journal of ISBER), the
                                                                                               working groups and special interest groups.
     ISBER Best Practices, access to the members only forum, access to educational op-
     portunities and information were highly valued. ISBER also evaluated its corporate        ISBER conducted a series of questions aimed at understanding how best to commu-
     membership and organizational membership structure.                                       nicate with membership and learned that they use social media with LinkedIn being
                                                                                               the most popular of the options. Once again, ISBER learned that the website and
     ISBER learned that 98% of respondents intended to renew their membership. Those
                                                                                               forum are used often by members to learn about the association’s activities. Given
     that did not wish to renew their membership cited financial difficulties which are
                                                                                               that ISBER had recently revamped the website it was good to see an improvement
     serious concerns due to the 2020 pandemic.
                                                                                               in how the website was perceived. And yet areas of improvement were identified
     Many members had attended ISBER’s webinar series (78%). The top suggestions for           including how the webinars are described and organized.
     topics included ELSI, quality management, control and sample quality, biobanking
                                                                                               ISBER learned that the membership does see that ISBER should take on an advocacy
     post COVID-19, international standards, business development, biospecimen
                                                                                               role but they noted that the society should be very careful about how ISBER does this
     science, Best Practices, disaster recovery and planning, contingency planning,
                                                                                               noting regional differences and nuances.
     biosafety and emergency, automation and sustainability.
                                                                                               The top three items that membership wishes to learn more on are ethics, quality and
     ISBER learned that 93% of the membership would attend best practices workshops
                                                                                               sustainability.
     held in regions.

                                                                                                                                  APPENDIX C
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S TR ATEGIC PL AN 2021

D: Comments from Stakeholder Interviews
WHAT AR E K E Y TR ENDS THAT YOU C AN IDENTIF Y                                      WHAT SHOULD ISBER’S TOP THR EE PR IOR ITIES BE TO
IN BIO BANK ING THAT WILL I M PAC T YOU OR YOUR                                      SUPPOR T THE BIOBANK ING FIELD IN THE NE X T THR EE
ORGANIZ ATIO N IN THE NE X T THR EE TO FIVE YE ARS?                                  TO FIVE YE ARS?
THIS M AY INCLU DE LEGISL ATIVE, R EGUL ATORY,
PR AC TICE DR IVEN, SO CIAL, TECHNOLOGIC AL, E TC .                                    •   First priority should be education; second priority should be sample shar-
                                                                                           ing; third priority should be guidelines; fourth priority should be awareness
  •   Address monetary issues for biobanks                                                 of the biobanking industry; fifth priority should be supporting quality
  •   Support biobanks to handle/manage COVID                                              sample gathering and management for future use; sixth priority should be
  •   People are winging it in attempting to stay relevant; ISBER should help.             supporting industry
  •   Support biobanks in accreditation                                                •   Support members to connect better with each other
  •   Funding for collections and staff                                                •   Bring in more people from biotech and meet their educational needs
  •   ISO 20387                                                                        •   Help improve quality
  •   Creating a research infrastructure that supports biobanking                      •   Focus on Best Practices and Education as it relates to ELSI
  •   Helping biobanks engage with industry                                            •   ISBER’s focus should switch to support research
  •   Sample sharing for clinical trials                                               •   Support agricultural science
  •   Help standardize how samples are stored                                          •   Bring in virologists into the fold.
  •   Support ISO certification for biobanks
  •   Increase the visibility of ISBER (perhaps a focus on social media campaigns)   WHAT AR E AC TUAL OR POTENTIAL OPPOR TUNITIES YOU
  •   Support members in protecting sample integrity                                 C AN IDENTIF Y TO ADVANCE THESE PR IOR ITIES?
  •   Demonstrate the value of biobanks to industry
  •   Common Rule continues to be an issue                                             •   ISBER has the opportunity to help create awareness of biobanking within
  •   Possible harmonization with FDA                                                      hospitals. It could help set KPIs and provide them data indicating that a
  •   Return of research results will become increasingly important                        well-funded biobank benefits research infrastructure; a white paper on this
  •   Nagoya Protocols creates issues in sample procurement locally and globally           matter would be helpful
  •   The ethics of sample collections—i.e. related to natural history may become      •   Help create virtual connection opportunities
      an issue. ISBER may wish to explain broadly why it is that biobanks collect      •   Consider collaborating on special topics of interest to both organizations
      specimens. There are issues around the colonial natures of museums.              •   ISBER should consider ways of deepening partnership, perhaps hold a collab-
                                                                                           orative session?

APPENDIX D
                                                                                                                                                                           13
S TR ATEGIC PL AN 2021

     WHAT COU LD ISBER DO TOMO R ROW TO I M PROVE THE                                  DO YOU HAVE ANY IDE A S FOR COLL ABOR ATING WITH
     FIELD O F BIO BANK ING?                                                           ISBER ON A NE W PROJEC T OR INITIATIVE? WHAT WOULD
                                                                                       YOU HOPE TO ACHIE VE?
       •   Help centralize matters
       •   Increase mentorship opportunities                                             •   Joint meeting on special topics
       •   Increase networking opportunities                                             •   Develop a process to support biobanks in commercialization
       •   Make its framework for webinars available for SIGS/WGs to create their        •   ISBER may wish to support industry in creating focus groups for market
           own content                                                                       testing and beta testing (like ad boards in the medical field)
       •   Make it easy for special groups to hold sessions at meeting                   •   You may wish to collaborate with us on best practices that are specific to
       •   Create toolkits/hands on tools for job descriptions                               envirobio filed
       •   Create toolkits/hands on tools for how to start a biobank                     •   Support us in advocacy
       •   Develop a program to support research generation                              •   Collaborate around the BP
       •   Have a more formal, ongoing way of networking.                                •   Perhaps explain what ISBER is to membership
                                                                                         •   Please translate programs and services to different language.
     WHAT C AN ISBER DO TO BE MO R E USEFUL TO YOUR
     ORGANIZ ATION?                                                                    SHOU LD ISBER PAR TNER WITH ANY NE W
                                                                                       ORGANIZ ATIONS? IF SO, WHICH?
       •   Help Identify that the challenges and needs are to pharma biobanking
           needs                                                                         •   Smaller biobanks
       •   Establish a joint membership with us that promotes both organizations         •   Environmental collections
       •   Support standardization, networking and quality                               •   Museum biobanks
       •   Assist in import and export challenges                                        •   Veterinarian biobanks
       •   Help standardize matters in a lab                                             •   Microbial collections.
       •   Create more ways to interact with membership
       •   Help biobankers demonstrate the value of biobanks
       •   Highlight positive stories
       •   Develop white papers
       •   Develop video and audio (podcasts) education
       •   Consider doing joint webinars on special topics or international matters.

                                                                                                                     APPENDIX D
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S TR ATEGIC PL AN 2021

PAR TICIPATING ORGANIZ ATIONS:

      ORGANIZATION        FULL NAME                                                     STATUS                                            TYPE

                          Biobanking and Biomolecular resources                         The president reached out to BBMRI
 1    BBMRI                                                                                                                              Partner
                          Research Infrastructure                                       interim director.

                          European, Middle Eastern, African Society for
 2    ESBB                                                                              President reached out to president.              Partner
                          Biopreservation and Biobanking

 3    ABNA                Australian Biospecimen Network Association                    Interview held.                                  Partner

 4    SfC                 Society for Cryobiology                                       Interview held.                                  Partner

                          Council of Industrial use of Biological and
 5    CIBER                                                                             Interview held.                                  Partner
                          Environmental Repositories

 6    BBCMBA              Biobank Branch, China Medicinal Biotech Association           President reached out to leadership.             Partner

 7    CAP                 College of American Pathologists                              Executive Director reached out.                  Partner

 8    ECN                 Entomological Collections Network                             Interview held.                                  Partner

 9    GGBN                Global Genome Biodiversity Network                            Interview held.                                  Partner

10 PRIM&R                 Public Responsibility in Medicine and Research                Interview held.                                  Partner

 11   SLAS                Society for Laboratory Automation and Screening               Interview held.                                  Partner

12 SPNHC                  Society for the Preservation of Natural History Collections   Interview held.                                  Partner

13 Pharma Working Group   ISBER Pharmaceutical Working Group                            Interview held with two co-chairs.         Internal Organization

14 Brooks                 Brooks Life Sciences                                          Interview held with two company leaders.     Industry Sponsor

APPENDIX D
                                                                                                                                                           15
S TR ATEGIC PL AN 2021

     E: Next Strategic Plan
     Through the process of developing this strategic plan a number of ideas and strate-   STRATEGY: CREATE A STRUCTURE THAT ALLOWS FOR CUTTING EDGE
     gies surfaced which were not feasible for implementation given the need for ISBER     THINKERS, BIOBANKERS AND RESEARCHERS TO QUICKLY AND
     to focus. These strategies should be reevaluated when ISBER conducts its next         FLEXIBLY DEVELOP AND IMPLEMENT NEW IDEAS AND PROJECTS.
     strategic plan 12 to 18 months from now.
                                                                                           OUTPUT:
     ELE VATE THE PRO FILE O F BIO BANK ING, INNOVATION                                      •   Open the door for members to bring new ideas to the organization and run
     AND TECHNO LO GY S TR ATEGY AR E AS                                                         with projects

     STRATEGY: DEVELOP AND REVIEW MARKETING CAMPAIGNS FOR                                  STRATEGY: UNDERSTAND THE SCOPE OF BIOBANKING VIA MARKET
     ISBER PRODUCTS.                                                                       RESEARCH PROJECT.

     OUTPUT:                                                                                 •   Understand the scope of Biobanking via Market Research project to aid in
        •   Marketing campaign for hospitals and other employers to promote QBRS                 developing new products and services, and/or to target products to new
        •   Marketing campaign for BP Translations and ISBER Tools                               or underrepresented groups

     STRATEGY: EVALUATE THE NEED FOR AN ISBER PRODUCT                                      OUTPUT:
     DEVELOPMENT ARM.                                                                        •   Market Research Report

     OUTPUT:                                                                               MEASURES
        •   Present evaluation to BOD; if it is recommended that ISBER develop a new         •   Develop a fast response system for July 1, 2021
            branch of the organization, outline the specific infrastructure for it           •   Participation in education and other programming by non-members
        •   Create systems, processes, for the development of new products and ser-          •   Number of active partners
            vices for implementing best practices among members and non-members                   (Note: Ensure that communication about the value of programs is laced throughout the
        •   New structure to support the development of new products and services                 strategic plan, establishing relationships with media outlets.)
            for implementing BP

                                                                                                                               APPENDIX E
16
S TR ATEGIC PL AN 2021

S TR ENGTHEN R EL ATIONSHIP WITH M EM BERS, GENER AL                                            FOCUS ON THE R E VITALIZING.
BIOBANK ERS, POTENTIAL M EM BERS, AND A SSOCIATED
S TAK EHOLDERS                                                                                  STRATEGY: IDENTIFY APPROPRIATE MEANS OF COMMUNICATING
                                                                                                DIFFERENT MESSAGES—E.G., VLOGS, PODCASTS, INFOGRAPHICS.
STRATEGY: NEW MEMBER ENGAGEMENT STRATEGY—ACCELERATE
ENGAGEMENT FOR FIRST YEAR NEW MEMBERS (E.G. LEADERSHIP                                          OUTPUT:
CALLS WITH ACTIVE MEMBERS – NEED CONSISTENT MESSAGING).                                           •   X # of new ways of communicating with the membership to be determined/
COMMUNICATE VALUE OF PRODUCTS AND MEMBERSHIP.
                                                                                                      defined and executed

OUTPUT:                                                                                         STRATEGY: (RE)INTRODUCE ISBER TO POTENTIAL, CURRENT AND PAST
  •   New member engagement strategy, which delegates points of engage-                         MEMBERS (BOARD CALLS); ENGAGEMENT OF BIOBANKERS BASED ON
      ment and communication to leadership                                                      EXPERIENCE AND EXPERTISE. IS THERE CERTAIN PROGRAMMING THAT
                                                                                                IS BETTER FOR ONE SEGMENT VS ANOTHER.
DEVELOP STRATEGY FOR RECRUITING, TRAINING, AND ONBOARDING
NEW LEADERSHIP AND ENSURING THAT LEADERSHIP IS GLOBAL.                                            •   Court a few key out-of-field stakeholders (be selective in approach)
PROMOTE NEW LEADERSHIP AND DIVERSITY TO INVITE PEOPLE FROM                                        •   Review current external partnership agreements and determine a pathway
DIFFERENT REGIONS TO ENGAGE.                                                                          for each. ISBER should pursue engagement when possible and where
                                                                                                      partners have asked for it
OUTPUT:                                                                                           •   Revitalize the Vendor Consultation Group (consider re-branding
  •   Leadership onboarding/outboarding plan; leadership handbook                                     not a TF)
      (Note: Look at how ISBER is presented to individuals who may or may not ever wish to be     •   Develop niche educational meetings such as the UHN virtual but specific to
      members. How is ISBER relevant to them? What models can be developed to encompass               fields such as biospecimen science (could also be regional)
      questions raised at the strategic planning meeting—e.g. product development, sub-
      scription services, etc. Potentially change focus from chasing members to developing
      resources that support biobankers)                                                        MEASURES
                                                                                                  •   X% of volunteer leadership positions filled by members new to leadership,
                                                                                                      re-word as a “leadership track”; define what engagement means, how will
                                                                                                      ISBER measure it
                                                                                                  •   Develop needs assessment for each of the region. Needs assessment to
                                                                                                      inform translations needs assessment
                                                                                                  •   Segment membership by number of years as a member—i.e. 1-2 years
                                                                                                  •   Membership retention—determine average member retention and drop off
                                                                                                      rate; develop goal of first year member retention
                                                                                                  •   # of New members

APPENDIX E
                                                                                                                                                                                   17
S TR ATEGIC PL AN 2021

       •   # of returning members (Not membership retention)
       •   Develop way of measuring the impact of ISBER Products and Services
       •   Measure member v. non-member usage
       •   Consider pathway for career development

     ADVANCE INNOVATIO N AND ELE VATE THE PROFILE OF
     BIOBANK ING

     STRATEGY: CATALOG, INDEX, CREATE POINTS OF ACCESS, AND CROSS
     REFERENCE BEST PRACTICES AND TOOLS (COMMUNICATE AND
     DISTRIBUTE BEST PRACTICES)

     OUTPUT:
       •   Develop a project charter
       •   Maintain and renew tools and education
       •   Output: Revised education materials

                                                                                APPENDIX E
18
S TR ATEGIC PL AN 2021

                                                                          ABOUT ISBER

                          ISBER is a global biobanking organization that creates
                          opportunities for networking, education, and innovation.
                          ISBER provides a community for harmonizing approaches to
                          emerging challenges in repositories.

                          Key elements of ISBER’s activities include: creating
                          educational and training opportunities; providing a forum
                          for the dissemination of state-of-the-art policies, processes,
                          and research findings; and showcasing innovative
                          technologies, products, and services.

                          Become an ISBER member today and be part of a global
                          biobanking community!

                                                                   ISBER HEAD OFFICE

                          # 301 - 750 Pender Street, Vancouver, BC, V6C2T7 Canada
WWW.ISBER.ORG             T: 1-604-484-5693 | F: 1-604-874-4378
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