Since the OneFPA Network vision and draft plan was formally introduced in November 2018, we have conducted a nationwide Listening Tour, introduced a Second Iteration of the OneFPA Network Draft Plan, and solicited additional input through a 45-day comment period. This feedback informed the Final OneFPA Network Plan, introduced on July 11, 2019.
The OneFPA Journey
NOVEMBER 15 – 17, 2019
First in-person meeting of the OneFPA Advisory Council is held at Chapter Leaders Conference.
LATE SEPTEMBER—EARLY OCTOBER 2019
Virtual orientation meeting is held for OneFPA Advisory Council.
OCTOBER 15 –
DECEMBER 31, 2019
Ongoing collaboration and development with beta-test chapters, including development of goals and success measures.
SEPTEMBER 18, 2019
Chapters designate OneFPA Advisory Council representatives.
SEPTEMBER 15, 2019
Beta-test applications are due to OneFPA Transition Task Force.
JULY 11 – SEPTEMBER 30, 2019
Design, inform, populate and implement new participatory governance structures including OneFPA Advisory Council.
FEBRUARY 28 – MARCH 6, 2019
Focus groups meet to provide feedback on the Second Iteration of the OneFPA
Network Draft Plan.
JANUARY 1, 2020
Centralized accounting and centralized staffing is operationalized for beta-test chapters.
JULY 11, 2019
The OneFPA Network final plan and accompanying documentation is unveiled, and beta-test chapter applications distributed, after review and approval by the Board of Directors.
JUNE 3 – JULY 1, 2019
Master Services Agreement and Key Performance Indicators (KPIs) to be shared with FPA stakeholders for feedback.
MAY 27 – JUNE 7, 2019
OneFPA Transition Task Force discusses possible changes to the plan.
APRIL 16 – MAY 30, 2019
Comment period opens on the Second Iteration of the OneFPA Network Draft Plan.
APRIL 16, 2019
Second Iteration of the OneFPA Network Draft Plan ready for public dissemination.
APRIL 10 – 11, 2019
Embargoed Second Iteration of the OneFPA Network Draft Plan is shared with media, influencers and key stakeholder groups.
MARCH 26 – APRIL 9, 2019
OneFPA Transition Task Force finalizes Second Iteration of the OneFPA Network Draft Plan
for public dissemination.
MARCH 20, 2019
Board approves modifications to the Second Iteration of the OneFPA Network Draft Plan.
MARCH 13, 2019
OneFPA Transition Task Force sends Second Iteration of the OneFPA Network Draft Plan to the FPA Board of Directors.
FEBRUARY 22, 2019
Listening Tour ends.
FPA completes a nationwide Listening Tour, gathering feedback from stakeholders that is instrumental in shaping the Second Iteration of the OneFPA Network Draft Plan.
Recognizing an insufficient level of integration and alignment, an organization-wide “Co-creating Our Future” is undertaken. Greater awareness resulted, but substantial changes to the system were
An outside consultant assesses the chapter systems through a series of exhaustive interviews and develops a report with recommendations. The report uncovers operational and cultural issues impeding FPA's growth and success.
The Board of Directors approves advancing ‘OneFPA’ and asks for a plan at the February 2017 Board meeting. The board determines a formal endeavor titled the “OneFPA Initiative” is required and that a plan to address challenges should be developed by 2017.
The two primary organizations serving financial planners—IAFP and ICFP—merge into a new voluntary professional membership organization called FPA. The national boards are fully integrated, but local communities are left wondering how they fit within the new organization—FPA.
Chapter leaders spark discussion about better collaboration and integration, marking the beginning of the OneFPA Network. Chapter leaders express increasing concerns that the chapter system is not providing sufficient support to local communities, which leads FPA to begin a more in-depth examination.
After continued dialogue with the Board of Directors and staff about chapter system assessment, the Board determines ‘OneFPA’ efforts need to continue to address the important issues being raised. As a result, seven task forces composed of 50 national and chapter leaders are created as the OneFPA Advisory Group.
In an effort to explore ideas that have emerged, ongoing beta tests are in place to directly experience draft elements of the OneFPA Initiative efforts.
The Board approves the draft OneFPA Initiative plan for distribution and feedback called the ‘OneFPA Network.’
Given the magnitude of the challenges and opportunities identified, the Board embraces the OneFPA Initiative as a top organizational priority and the transformational three-year goal of the association.
OCTOBER 15, 2019
Beta-test chapters are selected.