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Word Service Education (WSE) was incorporated in 2013. In the relatively short span of time from incorporation until now, our association has grown and contributed to our field at an impressive pace. Official membership has topped 200, we represent over 15 countries and have held three successful international conferences. We have provided resources and training to people who do the important work of international credential assessment.

In order to meet the needs of our membership and continue to contribute to the world community by doing work that supports the movement of people across borders for educational, commercial and personal reasons, we need to plan. In September 2017 we completed a comprehensive process that resulted in this plan that will set the strategic direction of the organization in the years ahead.


The strategic planning process included the following:

Stakeholder input and information gathering: In order to understand the needs and goals of the association members and to review the association’s position in the international education environment, we collected data. We surveyed the WSE membership, all current WSE leaders, and all candidates for elected WSE positions. We gathered data on the current state of our association, on our external environment, and the international education community in which our members do their work.

Analysis of issues and trends by association leaders: WSE leaders and leader candidates met for an all-day retreat as part of the third annual meeting in Rome. At the meeting we reviewed our mission and operational principles, financial condition and accomplishments. Leaders reviewed member survey results, committee priorities and issues facing the association. An environmental scan and SWOT (strengths, weaknesses, opportunities and threats) analysis provided a context for our future direction.


After sifting through all the data, discussion and analysis, the group identified three major areas of focus. These, along with overarching goals, are:


WSE standing and ad-hoc committees developed their annual action plans for 2018.

Committee for Standards (CFS) – Chair, Rolf Lofstad

The goals of the CFS are to

Committee for Membership Outreach (CMO) – Chair, Jeremy Mixell

The CMO will

Committee for Resources for Members (RMC) – Chair, Christopher Adams

Goals for the RMC include

Committee for Professional Development (CPD) – Chair, Denise Benz

In the coming year, the CPD will

Committee for Government and Finance (CGF) – Chair, Margit Schatzman.

The goals of the CGF include

Conference Committee (CC) 2018– Chair, Timothy Kell

The CC’s action plan for 2018 includes

Committee for Marketing and Communications (CMC) – Chair, Shereen Mir-Jabbar

In 2018, the CMC will

Certificate Committee (CC) – Chair, Kate Trayte Freeman

The CC’s goals are

Organizational Advancement Committee (OAC) – Chair, George Kacenga

Over the course of 2018, the OAC will


Managing performance: Association leaders will set up systems of accountability and communication to ensure that goals are met and results are communicated to WSE members.


The strategic planning process was successful due to the active participation of WSE members and leaders. A great deal of thoughtful detail and input by members not included in this report, but nonetheless recorded and noted, will help to guide leaders in their work. Continued input and volunteer contributions by many members have and will continue to make WSE a successful association. The strategic plan will help us remain focused on the needs and wishes of membership.

WSE will continue to serve its members as they contribute to the world community by doing work that supports the movement of people across borders for educational, commercial and personal reasons, building a stronger and better world.


Those attending the strategic planning retreat included current leaders and 2018 leader candidates (Board and Committee Chairs): Christopher Adams, Cloud Bai-Yun, Jeanie Bell, Denise Benz, LesLee Clauson Eicher, Kate Freeman, Diana Hense, Rolf Lofstad, Shereen Mir-Jabbar, Lou Nunes, Margit Schatzman, and Jessica Stannard

Leaders unable to attend, but who contributed to the preparation and success of the strategic planning process include David Haynes, Marshall Houserman, George Kacenga, Ken Warren, and Robert Prather (Executive Director).