Strategic Plan


This tactical Strategic Plan identifies the goals, objectives and expectations that govern the actions and events of our Branch for the 2021-2022 terms and beyond. The Board and President Lee Winocur Field had the first vision. The planning process began with our Board Meeting in July 2017 through 2018. The Plan has continued with a Board Discussion in February and approval in March 2021 Each year the Board will review this document and revise as needed. This year of COVID has affected some aspects of our plan, but many aspects have been preserved and even strengthened. All elected members of the Board of Directors, Appointed Officers and Committee Chairs participated in the development of this document.



As a Branch of the American Association of University Women (AAUW), the San Clemente-Capistrano Bay Branch (SCCB Branch) in California was founded in 1964 and has over 120 members from San Clemente, Capistrano Beach, Dana Point and surrounding communities spanning a wide range of ages, professions and backgrounds. The SCCB Branch is a dynamic growing organization with many exciting programs, interest groups, and opportunities to get involved in the community.

The many stimulating programs and events offered throughout the year focus on topics of interest to women, and small groups bring together members with similar interests to meet regularly for discussions, and social interaction. The AAUW SC-CB Board meetings are held monthly and are open to all members.



The purpose of the San Clemente-Capistrano Bay Branch is to further AAUW’s mission to advance equity for women and girls through research, education, and advocacy.



We are a dynamic AAUW Branch serving our community with diverse and resourceful members, for the benefit of all women and girls We offers services to improve the status of women and inspire young girls through scholarships, networking, stimulating events and workshops supported by fundraising, donations, grants, dues, and our extensive experience and commitment.



The goal of the SCCB Branch for the 2021-22 term and beyond is to fulfill our stated mission by closely adhering to the guidelines for each program as prescribed by AAUW while growing our Branch and meeting the needs and interests of our individual members, and to perform our duties in a legally and fiscally responsible manner.





By June 30, 2022, 100% of the following actions will be completed.

  • Update annually the Branch Strategic Plan along with the advice of the Board.
  • Insure that all Board positions are filled according to the new Succession Plan inmind to increase new ideas and increase women onto the Board who are new toleadership positions. See Succession Plan at end of this document.
  • Plan and institute a Succession Plan by end of March. See the Succession Planat end of this document.
  • Conduct a minimum of 10 meetings of Board and General Membership.
  • Update and validate a Vision Statement, Succession and Strategic Plan with theBoard.
  • Assist with the redesign and content development of the Branch Plan due toCOVID restrictions.
  • Write a minimum of 10 articles for the Sea Breeze.
  • Contact all new members.
  • Attend a minimum of 5 Interest Group meetings.
  • Identify a minimum of 3 Appointed Officers who could offer leadership to theBranch.
  • Attend or appoint one member to attend the Inter Branch Council (IBC) meetings.Program Vice-President,
    By June 30, 2022, the following objectives will have been met as measured by a surveyin June.
  • Select members for the Programs committee.
  • Working with the committee, complete arrangements for 10 Programs to bepresented at General Meetings.
  • Complete 10 contracts for facility locations and food for general membership meetings and/or Zoom Meetings through COVID regulations
  • Work to diversify the times and locations of meetings.
  • Work within the Board approved budget.
  • Work to align programs with National and State strategic plans.
  • Act for the President in her absence.

    Membership Vice President

    By June 30, 2022,

  • Speak with a minimum of 90% of new members.
  • Assist new members to form “connections” with the Branch, attend meetings, joinInterest Groups.
  • Keep membership records current and correct and forward to the editor of theMembership Directory.
  • Establish standard procedures for transition of Membership duties.
  • Revise as needed the Membership Application.
  • Ensure a revised Membership Directory is published yearly.Finance Vice-President,
    By June 30, 2022, the following actions will have been completed with 90% or moreaccuracy and on time.
  • Complete 10 monthly Bank Reconciliation Reports.
  • Establish and oversee the Branch bank account.
  • Create and complete a minimum of 3 Budget vs Actual Reports.
  • Assist the Board to better understand the Budgeting Process.
  • Review the AAUW Funds income for past two years.

    Funds Vice President

    By June 30, 2022

  • Increase awareness and support for Named Gift Honorees by increasing donations by 5%.
  • Coordinate the selection of the Named Gift Honoree and submit names to National by Feb.15.
  • Increase awareness of National and State AAUW fund raising goals.
  • Increase member fundraising donations from previous year.
  • Increase the number of members who donate.

    Funds Treasurer

    By June 30, 2022,

  • Collect from members donations for Scholarships, Tech Trek and AAUW Funds.
  • Encourage awareness of members for possible donations and grants fromcorporations or other entities.

    Membership Treasurer

    By June 30, 2022,

  • Insure that 100% of the member contact data, status and dues information is up-to- date.
  • Insure that appropriate dues amounts have been paid.
  • Remove the names of deceased and transferred members in Branch and National Database.
  • Inform branch officers and members of all member data changes.
  • Ensure that membership data is accurate, secure and complete.
  • Ensure that updated membership contact information is forwarded to

    Recording Secretary

    By June, 30, 2022,

    • Review Board and General Meeting notes, motions and reports submitted by Board members to produce a historical record of the proceedings of 10 Board meetings and nine General Meetings.
    • Continue to organize Board and General Meeting minutes chronologically so as to review the historical documents produced and collected by past Recording Secretaries.
    • Protect the existing Board and General meeting minutes and documents by scanning them to a USB Flash Drive to create a permanent record of these documents.

      Corresponding Secretary

      By June 30, 2022

    • Collect unused greeting cards to be used to recognize members on the occasion of a special event or illness.
    • Receive information about the unique conditions or circumstances of a minimum of 10% of the members.
    • Mail cards to those members deserving recognition.
    • Appointed Officers

    • Bylaws & Policy
      By June 30, 2022

  • Review prior years’ Board minutes for approved Bylaws and Policy revisions.
  • Revise official documents as approved and forward to the Membership VP forrevisions in the Membership Directory.
  • Update Branch Bylaws, Policies and Procedures with changes made at the stateand national level.

    College/University Partnership

    By June 30, 2022, the following will have been accomplished

  • Present a minimum of 2 Start Smart workshops on the Saddleback campus.
  • Unite the two AAUW Campus clubs to form stronger united ties.
  • Meet with the President of Saddleback College.
  • Meet with the President of Irvine Valley College
  • Initiate planning of a second Women’s Leadership Forum in cooperation with the Mission Viejo Branch.
  • Increase the awareness and implementation of Title IX on both Saddleback and IVC campuses.

    Title IX

  • Update the members monthly through Board meetings and Sea Breeze.
  • Recommend speakers and programs for the General Meeting.

    Diversity and Inclusion Chair

    By June 30, 2022,

  • Encourage a minimum of 70% of the members to take the Implicit Bias test found on the AAUW website.
  • Encourage book groups to read at least one book describing the history or current condition of an ethnic or gender minority.
  • Write monthly articles for the Sea Breeze
  • Email Correspondence
    By June 30, 2022

  • Distribute a minimum of 10 Email contacts per month to 90% of the membership.
  • Inform members of news about other members, interesting events andcommunity activities.
  • Maintain up-to-date and email contact information and forward information toMembership chairs.

    Interest Groups Chair

    By June 30, 2022

  • Keep Interest Group leaders informed of any upcoming branch plans/activities which might impact their groups.
  • Encourage Interest Group leaders to contact new branch members who have expressed interest in their groups.
  • Solicit input for the monthly Sea Breeze from Interest Group leaders.
  • Consolidate all input and prepare monthly Sea Breeze article.
  • Encourage Interest Groups to use Zoom or other alternatives to face-to-facemeetings during the COVID 19 pandemic.
  • Mentor branch members who want to start new Interest Groups.


    By June 30, 2022,

  • Ensure a quorum at both board meetings and the general meetings as mandated by our bylaws and policies and procedures.
  • Convene a nominating committee to align with the Succession Plan* to acquire a slate of officers for the incoming year.
  • Ensure that the slate is approved by board and published to the members 30 days prior to the April meeting.

    Public Policy Chair

    By June 30, 2022,

  • Keep abreast of public policy issues issued by AAUW-CA and distributed in the monthly Board to Board publication.
  • Inform the membership about a minimum of 3 issues related to our mission.
  • Prepare a minimum of 4 Public Policy articles for the Sea Breeze.
  • Increase Branch member awareness of National and California AAUW’s efforts incombatting discrimination in higher education and the workplace.
  • Encourage members to join the Two-Minute Activist at meetings and througharticles in the Sea Breeze.


    By June 30, 2022,

  • Increase Branch member awareness of National and California AAUW’s efforts in combatting discrimination in higher education and the workplace.
  • Identify a minimum of 3 local newspapers and public media outlets and their criteria for publication.
  • Submit and have published a minimum of 8 news releases about our monthly meetings.
  • Submit letters to the editor regarding issues critical to AAUW.
  • Update the branch Facebook page monthly.

    Scholarship – Saddleback College Chair

    By June 30, 2022,

  • Clarify documentation of Saddleback Foundation funds, fees, scholarship contributions.
  • Select scholarships recipients .
  • Initiate contact with a minimum of 3 past recipients.
  • Introduce recipients to branch members at a general meeting.
  • Notify members when Work Smart programs are held at Saddleback College.

    Scholarship – San Juan Hills High School

    By June 30, 2022,

  • Award a scholarship (maximum of $2,000) to a fully qualified Senior female student/recipient from San Juan Hills High School .
  • Continue to keep our AAUW SCCB membership aware of this scholarship and the quality of the students that are recognized by it.

    Sea Breeze Editor

    By June 30, 2022,

  • Publish monthly issues accurately and on time.
  • Motivate timely submissions from writers.
  • Involve members in making suggestions for minor changes.
  • Experiment with stylistic changes.
  • Improve formatting of articles for consistency.

    Sea Breeze Ads Chair

    By June 30, 2022,

  • Distribute ad information to a minimum of 30 businesses.
  • Raise a minimum of $1,000 from the sale of ads.
  • Ensure that each of the ads purchased is published monthly in the Sea Breeze.
  • Provide public recognition of each of our supporters.

     Tech Trek Coordinator

    By June 30, 2022,

  • Coordinate and prepare Tech Trek speakers for the September meeting.
  • Prepare remarks designed to inspire others to donate to Tech Trek.
  • Apply for at least one outside grant to support Tech Trek.
  • Attend at least one meeting of a supporting organization to motivate continuedsupport.
  • Increase the number of TechTrek attendees by 10%.
  • Work with California TechTrek during Covid to create possibilities for girls.


    By June 30, 2022

  • Continue to update our current website:
  • Keep Board and members aware of website changes.
  • Work with the Board on needed communication changes/strategies that affectthe website.

    *Succession Plan: Each year it is our goal to bring one new member who has not served before on the SCCB Branch Board of Directors into a leadership position as a Co-Board or as a full Board Member. It is also the intent of this plan to bring on two new members to serve as Co-Appointed Officers, Committee Chairs and Interest Group Leaders. The Succession Plan will be the responsibility of the President along with the Parliamentarian and Succession Committee.