2013 Annual Report

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2013 was a great year for us, and a year of change. The 2013 SIM Board, under the leadership of Board Chair Jim Knight from Chubb, Inc., engaged in strategic thinking and long-range planning with a primary goal of bringing greater value to Chapters and members. The national Board has a renewed focus on Chapters, which are the foundation for our organization and the reason that we are so successful today. SIM has many great programs that members can take advantage of, including the Advanced Practices Council (APC) and the Regional Leadership Forum (RLF). These are cornerstone national programs for SIM, and we are very fortunate to be able to offer these programs.

In early 2013, the national Board had a one and a half day session to develop a strategy for SIM. Our main focus areas were providing excellent support to Chapter Leaders and members as well as strengthening our national programs and events. We received a lot of input from Chapters at our annual Chapter Leader Summit in Denver in April, 2013, and we identified four key areas to concentrate on first:

SIMposium – There is a great deal of opportunity to reach members at our national conference. We are developing new program ideas and new ways to differentiate SIM from other IT conferences.

Brand Architecture – The SIM logo has been around for many years, and we have an opportunity to improve our brand and our visibility in IT departments, at universities, and among our service provider community. We are working with Chapters to develop an updated brand and a new web site to better position ourselves for the future.

National Core Offerings – Chapters have many great programs in place, SIM has excellent core programs and services, and we are working to get the word out about the great work that Chapters are doing, as well as pilot new national programs that Chapters and members will find valuable.

Communications – We are learning from Chapters about their successes in engaging members in interesting communications, and we are working on sharing best practices across Chapters as well as redeveloping the way that SIM communicates.

We always need volunteers from our membership to help us move forward. Please consider stepping up to help with your Chapter, or speak to your Chapter President about national volunteer and leadership opportunities. We are a volunteer-driven organization, and it is through the efforts of volunteer leaders that the organization is growing and improving.

I look forward to continuing our focus on Chapters, members and our key programs. We are preparing to celebrate SIM’s 45 th anniversary this year, and I would like to take this opportunity to thank you for being a part of SIM. We are all SIM, and we are growing and improving. Your efforts as a volunteer in your Chapter are key to the success of the entire national organization. Thank you again for a great 2013, and have an excellent 2014!

A Message from the Board Chair, Eric Gorham

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SIM Vision: To be the most respected society of IT leaders.

SIM Mission: SIM brings together IT leaders to share, network and give back to their communities through the collaboration of local chapters.

SIM members strongly believe in and champion:– The alignment of IT and business as a valued partnership– The creation and sharing of best practices– The effective, efficient and innovative business use of information

technology to continuously bring to market valuable products and services– IT management and leadership skills development that enables our

members’ growth at each stage of their career– The replenishment and education of future IT leaders including a strong

role in influencing university curriculums and continuing education– Working with the IT industry to shape its direction– Policies and legislation that stimulate innovation, economic development, healthy

competition and IT job creation– Serving our communities and the industry through giving and outreach

SIM Mission and Vision

SIM Board of DirectorsEric Gorham – Board Chair Kevin Sauer – Chapter RepJim Knight – Chair Emeritus Rick Pride – Chapter RepKevin More – Vice Chair Joel Schwalbe – Chapter RepCaren Shiozaki – Secretary/Treasurer Dave Berndt – Chapter Rep

SIM Chief ExecutiveSteve Hufford

Staff Support Veronica Sullivan – Operations & Chapter SupportVincenzo Nelli – Programs SupportHeather Blush – Membership SupportMike Lenz – Marketing SupportButler Cooper – Membership & Chapter SupportAmy Williams – Governance & Management Support

SIM Management CouncilPat Randall – Membership DirectorJeff Skulsky – MIT DirectorKevin Ryan – RLF DirectorJana Markowitz – Community Outreach DirectorJudy Arteche-Carr – Partner Program DirectorKevin Christ – Programs DirectorDebbie Jowers – Events DirectorTerry Coull – MarketingMadeline Weiss – APC DirectorMary Sumner – Academic DirectorSandi Phillips – Technology DirectorAndrew Jackson – Chapter Relations

SIM Organization – 2014

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What does SIM mean to you?

• Networking• Learning Opportunities• Research• Community• Giving Back

"In over a decade as a member, SIM has been invaluable, both from a professional and personal growth standpoint. I have enjoyed being part of this friendly, caring,

and intellectually stimulating environment."

-Dave Chatterjee, Associate Professor, MIS Department, The University of Georgia

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2013 Financial Performance

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2013 Key Accomplishments - Membership

SIM is very pleased to announce that we closed the year with 4,353 members,

a 6% increase over the 4,100 members of 2012.

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2013 Membership at a Glance

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2013 Membership at a Glance

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2013 Key Accomplishments – Outreach/STEM

SIM Chapters donated over $250,000 for scholarships and STEM Outreach activities including:

• Teen Tech Camps• IT Career Days• YearUp• GenesysWorks• Technology Goddesses• Black Girls Code• Many more

SIM members donated thousands of volunteer hours mentoring, speaking and teaching.

2013 Key Accomplishments - SIMposium

SIMposium 2013 in Boston attracted the highest

number of attendees in the history of the conference!

In 2014, SIM is working with a new conference

producer, Premier Event Management, to deliver

the best SIMposium experience to date.

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2013 Program Updates – Advanced Practices Council

• 33 member companies

• Three in-person meetings held – topics included:Big Data Capability MappingBusiness Analytics Social TechnologiesDigital Data Streams How CIOs Create & Communicate ValueEnterprise Crowdsourcing Intrapreneurship

• Research released to APC members:Achieving Repeatable Team PerformanceAnchored AgilityCreating Capital Out of Chaos: Social Media StrategyHarvesting External DataSeparating Signal from NoiseMaximizing Value Through Business AnalyticsLeading Innovation Through Business Lifecycle

The APC is the only program of its kind that combines the benefits of leading-edge practical research, global and strategic perspectives of peers across multiple

industries and an intimate network of trusted advisors.

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• Engaged SalesStaff to help recruit new APC members

• Mentor program– Five APC members mentored each other's direct reports with outstanding results

• Caselets– Published two caselets of successful change initiatives in APC member companies, as part of

a series continuing into 2014

• Webinars– Conducted webinars after each APC meeting highlighting key messages from presentations

for APC members who missed the meeting

• SIMposium– Conducted a session at SIMposium highlighting findings from APC research and their

implementation in APC member companies

2013 Program Updates – Advanced Practices Council

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2013 Program Updates - Regional Leadership Forum

• Began the planning stages for an advanced RLF Graduate Program which is expected to launch in the fourth quarter of 2014

• Began planning for an international RLF offering in the Netherlands which is expected to launch in the fall of 2014

• Three RLF Apprentice Facilitators graduated and are currently facilitating in 2014

• 12 forums held in eight regions

• 233 attendees in eight regions• 222 registrations in 2012

• Over 175 RLF attendees at SIMposium 2013

• Formalized partnership with AITP (Association of IT Professionals) to promote 2014 RLF to AITP members

SIM's Regional Leadership Forum (RLF) is an intensive, ten-month leadership development program focused on creating authentic leaders. Since 1992 over

3,000 graduates and more than 300 sponsors have found RLF the key to developing leadership effectiveness. Leadership Development: Now More Than Ever

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2013 Key Accomplishments - Members-in-Transition

The Members In Transition (MIT) group was developed to assist SIMmembers in need by providing a forum to share leads, opportunities andadvice. It gained much attention and traction in 2013 due to the formationof a chapter governance group and marketing support for the chapters.

– Online Collaboration• Yahoo group participants (members looking, and members looking to help) grew

by 21%, increasing the network and overall collaborative efforts of the group.• LinkedIn group participants grew by 30%.

– Free Career Portal• Participation grew by 40%.

– Helping Hands Program• SIM members-in-transition who are available for part time or contract work while

they plan their next career move.• Participation grew by 50%.

– Resume Forwarding Service• Initiated in 2013, this service was created for companies looking to post open

positions anonymously to our job board. Interested SIM members can forward their resume to staff who then forward it to the company.

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2013 Strategic Plan

The SIM International Board met in February 2013 to map out a multi-year strategic plan.

Interviews with key stakeholders including Board members, Management Council members, and Chapter Leaders were conducted prior to the retreat to gauge the perception of the society and rate the overall status, operations and programs. A SWOT analysis was performed and other information critical to formulating the plan was gathered.

Strategic Objectives

SIM Strategy on a Page

Strategy is driven by

Strategic Imperatives

which reveal CSFs…

Areas of Focus for Society

Benefit which is input to…

Measuring the progress

of SIM

Strategic Measures

Our Vision: To be the most respected society of IT leaders

Our Mission: SIM brings together IT leaders to share, network and give back to their communities through the collaboration of local chapters.

Chapter Engagement

Community Outreach

Operational Excellence

Strategic Imperatives

Committed, actively engaged Chapters focused on leveraging the legacy of SIM to promote exceptional leadership at all levels of the IT industry

Chapter Growth Membership SatisfactionMembership Retention Financial Viability

Strategy

Develop a SIM Partners/Sponsors program to benefit National/ Chapters

Reengineer and simplify the

membership process

Develop and implement Chapter Playbooks to

enhance overall governance, opns and

fundraising

Evaluate the hiring of fulltime National

Membership Director

Define standard criteria for vendor

involvement

Leverage the Chapters to promote

RLF, APC, STEM

Partner with local universities to

strengthen STEM (increase

enrollment)

Provide framework for partnering with

national student organization

Investigate new sources of funding through national grants and others

Develop and clarify the path for SIM

membership

Strengthen SIM Board partnership

with Chapters

Increase collaboration, learning and

sharing across Chapters

Develop and launch a SIM Brand

Architecture

Refine and enhance the SIM National

Marketing and Social Media Strategies

Create a comprehensive and

actionable SIM Communication Plan

Redesign and enhance the SIM Website

including personalization

Create and promote a portfolio of core SIM

offerings (i.e. RLF, APC, etc.)

Reengineer SIMposium to maximize member

value

Strengthen the alliances with similar

organizations to benefit Chapters

Evaluate online delivery of SIM programs and

offerings

Top 4

Continuous Member

Development & Growth

Exceptional Branding & Marketing

• YourMembership, the SIM website CMS, is constantly improving its interface and bringing new features. Some new features/upgrades in 2013 included:– Simplified event registration functionality– Chapters have control over their own web pages (updates are live)

• Improved membership reporting:– Dashboard at-a-glance– Summary of membership types– Number of applications, declined and qualified

• An additional staff member joined the team to further improve member and chapter satisfaction with SIM support.

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2013 SIM Back Office Improvements

• SIMnet.org– Live training and support for chapter admins available M-F, 8-5 EST– Custom golf event registration and sponsorship pages available

• Chapter Leader Resources on SIMnet.org– A wealth of resources for all chapter leaders. New in 2013:

• Board & Committee Management Playbook• Board Responsibilities Playbook• Volunteer Recruitment and Management Playbook• Financial Responsibilities Playbook• Membership Recruitment and Retention Playbook• Chapter Presidents Playbook• Marketing Toolkit

• Chapter Board Training Available– SIM staff will travel to your chapter and present on a variety of topics (Board

and Committee management, Volunteer Management, Governance, Policies, etc.)

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2013 New Resources for Chapter Leaders