Our Strategy

How we will achieve STEP’s vision to be the pre-eminent worldwide professional association for those advising families across generations

Your STEP

In 2016, we launched a long-term strategy called ‘Your STEP’, with the aim of ensuring that STEP is delivering for all members. To achieve this, we have set out the following strategic aims:

1. To ensure STEP’s membership offer is both highly rated and delivered consistently and effectively across our membership wherever they are based.

2. To ensure all STEP members feel they have an effective voice in developing STEP’s membership offer.

3. To build STEP’s external reputation as a leading global professional body with widely recognised qualifications and professional standards.

Objectives to deliver these aims

1. To ensure all STEP members feel they have an effective voice in developing STEP’s membership offer.

  • Ensure transparency and fairness of governance processes with clear accountabilities.
  • Encourage members at all levels to get involved in STEP.

2. To ensure STEP’s membership offer is both highly rated and delivered consistently and effectively across our membership wherever they are based.

  • Provide a comprehensive package of central resources to support members in their careers.
  • Strengthen STEP’s branch and regional structure to ensure effective and consistent delivery across the network.
  • Develop STEP’s internal infrastructure to provide effective support to members, branches and regions.

3. To build STEP’s external reputation as a leading global professional body with widely recognised qualifications and professional standards.

  • Work to strengthen STEP’s professional standards and membership entry criteria to ensure quality and consistency.
  • Raise public awareness of what STEP is and what STEP members do.
  • Develop partnerships with leading academic institutions and employers.
  • Maintain and build on relationships with policy makers internationally.