Development of the Strategy

At its 61st meeting in October 2007 in Ljubljana, Slovenia, the Executive Council of IOTA decided to establish a Strategic Working Group consisting of representatives of 10 IOTA Members from the following countries: Azerbaijan, Bulgaria, Czech Republic, France, Germany, Hungary, Poland, Slovenia, Sweden and the UK, to be chaired by Mr. Drago Lopert from the Slovenian tax administration.

The mandate of the group covered the review of the mission, vision and objectives of the Organisation. In addition, the group aimed at addressing the boundaries of IOTA in respect of full membership and co-operation with international organisations, as well as the strategy for the allocation of the available financial resources.

The strategy was adopted by the 12th General Assembly of IOTA, held in Portorož, Slovenia on 30 June - 1 July 2008.

As IOTA is now a mature and stable international organisation, the Strategy covers a five (5) year (2008-12) rather than a three (3) year period. However, to retain flexibility, the Strategy document is to be reviewed and a short report prepared as to how it is being implemented.

•  SWG Members 17.68 Kb - List of SWG Members
  

Strategic Objectives of IOTA

• To promote and develop strengthened co-operation between IOTA Members;
• To support IOTA Members with the implementation of their development programmes;
• To identify best practice and encourage its adoption;
• To promote the specific identity of IOTA as a professional regional organisation of tax administrations in co-operation with other international and regional organisations;
• To be a body of consultation for IOTA Members.

Areas of Strategic Importance

1. Membership Issues

• To develop and adopt clear eligibility rules for full and associate membership of IOTA;
• To develop and implement a clear strategy for engagement with potential full and associate Member tax administrations, which takes proper account of the potential costs and benefits to the Organisation and to the potential Members.

• To support the membership according to their individual needs;
• To put in place arrangements for maintaining the high standards and quality of the Organisation’s products;
• During 2008, taking account of the probable membership of IOTA in 2010, to review and evaluate the projected size and scope of the Annual Work Programme and of the resources that will be required to deliver it to the current high standards.

• To implement fully the Financial Management Strategy;
• To ensure proper financial forecasting, planning and reporting of the Organisation.
  

• Familiarising the IOTA membership with the work of the Organisation;
• To monitor and review the use made of the new IOTA website by member tax administrations and to consider ways to improve its scope and functionality;
• To increase awareness of IOTA worldwide.

• To maintain good co-operation with other international and regional organisations that deal with tax administration issues;
• To undertake discussions with the OECD (Forum on Tax Administration), the European Commission and other organisations, about the extent to which it would be appropriate, and possible, for IOTA to act as a partner in the European region for the familiarisation or use of tax administration guidelines.

(from IOTA Strategy 2008-2012)

Download  IOTA Strategy 2008-2012 77.27 Kb