Helping consumers manage
their financial challenges

It’s all in the planning



ICAN Board of Directors LtoR: Graeme Hooper, Bob Frazer, Kerry Lui, Susan Cook, Aaron Davis and Desmond Tayley.

Every three
years, ICAN’s board, management and staff get together to plan for the next
three. This month, the ICAN family met for a day at the Pullman Resort to break
out their SWAT and PEST’s, and hash out a plan for the organisation. Reflecting
on Winston Churchill’s quote, “Plans are of little importance, but planning is
essential,” ICAN CEO Aaron Davis said, “having everyone involved in the
strategic planning process provides an opportunity for collective input and insight
into the direction we’re heading.”

Directors Bob Frazer and Graeme Hooper led the strategic planning process,
establishing the agenda and facilitating the day. Director Frazer said, “We
were excited about the enthusiastic engagement, input and staff commitment to the

Hooper said, “I thoroughly enjoyed facilitating the day and reflecting on just
how much the organisation has grown over the past nine years. ”

strategic planning process is just one component of larger planning, reporting
and review framework. “The greatest highlight to come out of the previous
strategic planning period was the establishment of our subsidiary registered
training organisation (RTO), ICAN Learn”, said Mr Davis. “The ICAN Learn
team led by Bernadette Pasco attended the strategic planning day and like all
of ICAN’s business units set some high-level goals for the coming three years.”

the importance of creating our RTO social enterprise from an ICAN perspective,
Mr Davis said, “Building a business like ICAN Learn is intended to help us,
ICAN, become financially independent and develop our Indigenous consumer advocacy
function. Down the track, we’d love to create campaigns that highlight and
address the systemic Indigenous consumer issues our Financial Counsellors see
daily. We need to articulate this ‘social enterprise’ point of difference from
other RTO’s in the financial counselling and capability marketplace better.”

directors held a board meeting the day after the strategic planning event. “New
directors, Kerry Lui, Desmond Tayley and Susan Cook have brought new skills to
the board that will help us deliver on the goals we’ve set for the
organisation,” said Mr Frazer. “To have Susan Cook, a pioneer in
Indigenous Financial Counselling join the board is a real honour.”