Multistate Tax Commission

Strategic Planning Committee

This page is a staging area for the Commission’s strategic planning effort and the Strategic Planning Committee. In addition to the agendas and documents related to the steering committee itself, you find working documents of the two strategic goal area teams that have been established, the Engagement Team and the Compliance Programs Team (these are below the Steering Committee reference area).

Strategic Planning Committee
via Teleconference

Friday, April 23, 2021
2:00 p.m. Eastern Time

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I.	Opening and Introductions
II.	Approval of Minutes from November Meeting
III.	Public Comment
IV.	MTC Training
	a. Update on training activities and efforts
	b. Briefing and demonstration of new MTC training technology system (Learning Management System)
	c. Feedback on training
	1. Feedback on virtual training
	2. Feedback on in-person training
V.	Other Business
	- Proposed Revised Charter for the Committee
VI.	Adjourn

If you would like additional information about this meeting, contact Scott D. Pattison, Deputy Executive Director, Multistate Tax Commission, 444 North Capitol Street, N.W., Suite 425 Washington, D.C. 20001, Tel: (202) 650-0300.

Back to the 2021 Spring Committee Meeting page.

Strategic Planning
Committee Reference Information

Agendas and materials from previous meetings, as well as other strategic planning documents can be found below.

Working Group on Training, April 1, 2021
Agenda, November 6, 2020
Meeting Minutes on July 30, 2020
Presentation on Training Survey Findings, November 6, 2020
Report of the Work Group – Discussion and Approval of Findings, November 6, 2020
Working Group on Training, October 29, 2020
Working Group on Training, October 6, 2020
Working Group on Training, September 16, 2020
Agenda, July 30, 2020
Meeting Minutes on April 28, 2020
Training Concepts to Consider, July 30, 2020
Performance Measures & Engagement Data Report, July 30, 2020
Agenda, April 28, 2020
Meeting Minutes on November 6, 2019
Agenda, November 6, 2019
Meeting Minutes on August 6, 2019
Project on Updates to Bylaws, November 6, 2019
Committee Report to the Executive Committee, November 6, 2019
Agenda, August 6, 2019
Meeting Minutes on April 26, 2019
Mission, Vision, Values, and Goals, August 6, 2019
Project on Updates to Bylaws, August 6, 2019
Committee Report to the Commission, August 6, 2019
Agenda, April 25, 2019
Meeting Minutes on November 7, 2018
Proposed Charter Revisions, April 25, 2019
Proposed Charter Revisions Redline, April 25, 2019
Update of Mission, Vision, Values, and Goals, April 25, 2019
Steering Committee Report to the Commission, April 25, 2019
Agenda, November 7, 2018
Meeting Minutes on July 24, 2018
Agenda, July 24, 2018
Meeting Minutes on April 25, 2018
Review of Performance Measures and Data, July 24, 2018
Review of Updates to Communication Plan, July 24, 2018
Proposed Charter Revisions, July 24, 2018
Proposed Charter Revisions Redline, July 24, 2018
Proposed Calendar Revisions, July 24, 2018
Steering Committee Report to the Commission, July 24, 2018
Agenda, April 25, 2018
Meeting Minutes on November 16, 2017
Review of Updates to Communication Plan, April 25, 2018
Proposed Charter Revisions, April 25, 2018
Proposed Charter Revisions Redline, April 25, 2018
Proposed Calendar Revisions, April 25, 2018
Steering Committee Report to the Commission, April 25, 2018
Agenda, November 16, 2017
Meeting Minutes on August 1, 2017
Current Charter, November 16, 2017
Proposed Charter Revisions, November 16, 2017
Proposed Charter Revisions Redline, November 16, 2017
Current Calendar, November 16, 2017
Proposed Calendar Revisions, November 16, 2017
Mission, Vision, Values, and Goals, November 16, 2017
Steering Committee Report to the Commission, November 16, 2017
Agenda, August 1, 2017
Meeting Minutes on December 14, 2016
Review of Performance Measures and Data, August 1, 2017
Steering Committee Report to the Commission, August 1, 2017
Agenda, December 14, 2016
Meeting Minutes on July 26, 2016
Steering Committee Report to the Executive Committee, December 14, 2016
Agenda, July 26, 2016
Taxpayer and Practitioner Outreach Project Team Report, July 26, 2016
Nexus Committee Workgroup Report, July 26, 2016
Engagement Goal Project, July 26, 2016
Agenda, December 10, 2015
Nexus Committee Project on Multistate Voluntary Disclosure Improvement, December 10, 2015
Project Description, December 10, 2015
Project Plan, December 10, 2015
Agenda, October 26, 2015
Review summary of strategic planning progress evaluation discussion, October 26, 2015
Identify project(s), ownership, and potential work assignments, October 26, 2015
Agenda, October 6, 2015
Evaluation of Strategic Planning Progress, October 6, 2015
Agenda, July 28, 2015
Increase Membership in National Nexus Program Project, July 28, 2015
Improve Multistate Voluntary Disclosure Program Project, July 28, 2015
Evaluation of Strategic Planning Progress, July 28, 2015
Update of Communications Plan, July 28, 2015
Agenda, May 1, 2015
Current Strategic Planning Projects, May 1, 2015
Outreach Program (Engagement Goal), May 1, 2015
Proposed Updates to Outreach Program, May 1, 2015
Agenda December 11, 2014
Communications Plan, December 11, 2014
Update High-Level Environmental Scan, December 11, 2014
Agenda, July 29, 2014
Uniformity Goal Project, July 29, 2014
Steering Committee Report to Executive Committee, July 29, 2014
Update Communications Plan, July 29, 2014
Agenda, June 6, 2014
Uniformity Goal Project, June 6, 2014
Marketplace Fairness Act Project, June 6, 2014
Nexus Committee Project, June 6, 2014
Review Performance Measures & Data for Engagement Goal Project, June 6, 2014
MFA Project description, May 30, 2014
NNP Mission, Vision and Goals, May 27, 2014
Agenda, May 7, 2014 (This meeting was postponed.)
MFA Project description, April 28, 2014
Agenda, January 24, 2014
12-12-13 Environmental Scan Report, January 24, 2014
Communications Plan ver 7.0, January 24, 2014
Expanded Agenda, January 24, 2014
Steering Committee Charter, January 24, 2014
Annual Planning Calendar, January 24, 2014
Agenda, December 11, 2013
Approve charter to be recommended to Executive Committee, December 11, 2013
Approve annual planning calendar, December 11, 2013
Environmental Scan, December 11, 2013
Review & Update Strategic Planning Goals, December 11, 2013
Review Progress of Current Uniformity Goal Project - Draft Project Plan, December 11, 2013
Review Progress of Current Uniformity Goal Project - Workgroup Report, December 11, 2013
Communication Plan v.6.0, August 5, 2013
MTC Mission, Values, Vision and Goals, July 23, 2013
Consider potential project(s) from Uniformity Committee, July 23, 2013
Draft Compliance Goal Statement, July 23, 2013
Communications Plan, July 23, 2013
Review draft Steering Committee charter, July 23, 2013
Review draft “planning calendar”, July 23, 2013
Review and accept report from Early Audit Closure Project Team, July 23, 2013
Review and accept report from Audit Nominations Project Team, July 23, 2013
Agenda, July 23, 2013
Review of draft procedure version 2.0, May 22, 2013
Agenda, May 8, 2013
Detailed agenda, May 8, 2013
MTC Communication Plan, May 8, 2013
Updated Environmental Scan, as of May 8, 2013
MTC Mission, Values, Vision and Goals, May 8, 2013
Compliance Project Descriptions, May 8, 2013
Updated Environmental Scan, May 8, 2013
Agenda, March 27, 2013
Review of Data for Engagement Measures & Setting Baseline Targets, March 27, 2013
Measures and Baselines for MTC Engagement Goal, March 27, 2013
Agenda, February 27, 2013
Environmental Scan Update Plan, February 27, 2013
Steering Committee Report on Environmental Scan, February 27, 2013
Agenda, January 4, 2013
Project Plan Nominating Process, January 4, 2013
Project Plan No Change, January 4, 2013
Agenda, October 19, 2012
Annotated Agenda, July 24, 2012
Outreach Program Annual Process Timeline, July 2, 2012
Agenda, July 24, 2012
Annotated Agenda, June 19, 2012
Agenda, June 19, 2012
Agenda, May 9, 2012
Mission, Vision, Values, Goals of MTC, April 24, 2012
Agenda, April 18, 2012
Agenda, March 21, 2012
Report to Steering Committee on Engagement Team, March 12, 2012
V 2.0 Proposed Revisions to Mission and Values, March 8, 2012
Proposed Revisions to Mission and Values, March 6, 2012
Revised Strategic Goals, March 6, 2012
Agenda, February 23, 2012
Working drafts for stakeholder comment, January 24, 2012
Updated Communications Plan, January 18, 2012
Agenda, January 18, 2012
Vision statement details, January 17, 2012
Relationship between goals, objectives and plans, January 16, 2012
Working Drafts, December 28, 2011
Materials and agenda, December 16, 2011
Agenda, November 30, 2011
Strategic Planning, November 30, 2011
Propose Time line for Strategic Planning, November 21, 2011
Summary of 11-17 planning work, November 17, 2011
Agenda, November 17, 2011
Meeting Summary for November 1 meeting, November 3, 2011
Agenda, November 1, 2011
Strategic Planning Process Options, October 25, 2011
Final Report on Environmental Scan Responses, October 25, 2011
Agenda, October 12, 2011
Review of Environmental Scan Results, October 12, 2011
Agenda, September 1, 2011
Affirm latest version of communications plan 7-23-11 version 2.0, July 23, 2011
Agenda, July 8, 2011
Communications Plan, July 7, 2011

Compliance Team Working Documents

Early No Change Meeting Notes, April 24, 2013
Early No Change Narrative, February 19, 2013
Early No Change Procedure, February 19, 2013
Very Rough Draft Audit Nomination Process, February 12, 2013
State Comments on Audit Nominations Process, February 12, 2013
Voting Summary, February 12, 2013
MTC Audit Nomination Process -Version 2.0, January 25, 2013
Early No Change Meeting Notes, January 24, 2013
Meeting Notes, January 22, 2013
Meeting Notes, January 8, 2013
Project time line -Version 2.0, January 8, 2013
Project time line -Version 1.0, January 8, 2013
Project description, January 8, 2013
MTC Strategic Plan Mission, Vision, Values, and Goals, January 8, 2013
MTC Audit Nomination Process -Version 1.0, January 8, 2013
Early No Change Meeting Notes, December 21, 2012
Project time line, December 21, 2012
Project description, December 21, 2012
Sample documents from Louisiana, December 21, 2012
Recommendations for Compliance Goal Work Projects, October 19, 2012
Memo to Compliance Work Team, September 21, 2012
Project Descriptions - Highest Scores, September 21, 2012
Compliance Projects Scoring Matrix, September 21, 2012
Compliance Team Report, May 9, 2012
Memo to Compliance Work Team, April 24, 2012
Strategies- Impact Rating, April 24, 2012
Summary of Compliance Work Team, April 5, 2012
MTC Compliance Work Team Background Memo, March 19, 2012

Engagement Team Working Documents

Engagement project measures and baselines, May 8, 2013
Audit participation data, May 8, 2013
Possible Measures and Baselines for Engagement Goal, June 29, 2012
Possible Measures and Baselines for Engagement Goal, June 19, 2012
Engagement Team Report, May 9, 2012
Engagement Team Agenda, April 16, 2012
Commissioner Outreach Project, April 12, 2012