APICS. LIFELONG LEARNING FOR LIFETIME SUCCESS®

APICSCDC Strategy

Tammy Williams, CPIMRegion 5 VP and CDL

May 22, 2004

APICS. LIFELONG LEARNING FOR LIFETIME SUCCESS®

CDC StrategyChapter Development Committee

“Teamwork!”

Chair Luis Barcón, MBA, CPIM, CIRM, CQM, C.P.M., PMP

Volunteers CDL’s Professional StaffRegion 1 Quinn Golden Mike Clark, CPIMRegion 2 Howard Forman, CFPIM, CIRM Henri WingfieldRegion 3 Charlotte Baxter, CPIMRegion 4 Alma BallardRegion 5 Tammy Williams, CPIMRegion 6 Charles BusbyRegion 7 Karl Klaesius, CPIM, C.P.M.Region 8 Mary Moravec, CPIMRegion 9 Art Shaffer, CPIMRegion 10 Pieter Droog, CPIMRegion 11 Mary Ann Mauldwin, CFPIMRegion 12 Betsy Tucker, CPIM, C.P.M.Region 13 Eric Schaudt, CPIMRegion 14 Jim Semerad

• Acronyms CDC (Chapter Development Committee) CDL (Chapter Development Leader)

(One representing each Region and Appointed by the Region VP)

• CDC Composition

APICS. LIFELONG LEARNING FOR LIFETIME SUCCESS®

Chapter Development Committee

“Teamwork!”

Vision:“To Be the Premier Source of

Development Support for Chapters and Regions”

Mission:“Adding Value to Chapters and Regions

Performance”

Slogan:“Chapters and Regions Success, Society

Welfare”

APICS. LIFELONG LEARNING FOR LIFETIME SUCCESS®

ScopeHave the Detailed High Level Project

Plan done by January 2004Obtain chapter input by March 2004Finish the WBS (Work Breakdown

Structure) and Start Executing the Strategy (Implementation Plan) in April 2004

Chapter Development Committee

“Teamwork!”

APICS. LIFELONG LEARNING FOR LIFETIME SUCCESS®

CDC Strategy Goals

Support and Enhance the New APICS Strategy. Grow Market Share, and help Customers and Members meet their

Customer’s needs (“Customer Success”) Develop Stronger Current Chapters, and Modify Current Charter Rules to

Obtain Better New Incoming Chapters, and current chapters, to Leverage Society and Vice versa.

Enhance a Coalition between CDL’s, Chapters, Regions, Staff, and Society

Enhance Synergies between Chapters, Regions, CDL’s, Staff, and Society.

Review the current CDC and CDL model and propose different scenarios with pros/cons that each one has.

Obtain tangible Results in Chapters, and CDL’s Improvement, VOC process, Product Development, Distribution (Materials and Services Sales), Membership, and, Brand and Image Strategic Priorities, with the help of other parties involved in these strategic priorities.

Have a CDC Process and work with all the parties involved, in the development of the new APICS Membership Strategy

Measure, and make accountable all key players. (Chapters, CDL’s, Regions, Staff, and CDC)

Chapter Development Committee

“Teamwork!”

APICS. LIFELONG LEARNING FOR LIFETIME SUCCESS®

CDC Strategy Steps Identify CDL’s Identify key Staff Players Put together a Team Do a Chapter survey to obtain goals and

objectives. Incorporate, survey results in the CDC Strategy. Analyze and Develop a Plan, that links with the

APICS Strategy, and the APICS Implementation Plan.

Review Money Resource Requirements and Secure them (Budget)

Develop CDL’s/Chapters tactical implementation plans to help support the CDC strategic plan.

Identify key short and long term deliverables, to gain confidence.

Start the WBS Appoint Project Teams as Needed

Chapter Development Committee

“Teamwork!”

APICS. LIFELONG LEARNING FOR LIFETIME SUCCESS®

VO

C W

ants and Needs D

irec

tion

and

Supp

ort

Chapters

CDL’s/Regions

CDC

BOD

2. Product development based on VOC

3.Reshape member-ship based on VOC

4. Enhance delivery

5. Enhance APICS brand & image

6. Expand beyond North America

Customers, Members, and Chapters Success, Increase Market Share

CDCOverall Strategic and Tactical Plan

Chapter Development Committee

“Teamwork!”

APICS. LIFELONG LEARNING FOR LIFETIME SUCCESS®

CDCVOCC BOKC

BOD

Regions/CDL’s, and Region Staff

Chapters

SocietyStaff

CDCProject Teams

(VLW, TEAM, etc)

Society’s StrategyImplementation

Plan

Strong and Direct Relationship

Indirect Relationship

2. Product development based on VOC

3.Reshape member-ship based on VOC

4. Enhance delivery

5. Enhance APICS brand & image

6. Expand beyond North America

Customers, Members, and Chapters Success, Increase Market Share

CDCDetailed Strategic and Tactical Plan

Chapter Development Committee

“Teamwork!”

APICS. LIFELONG LEARNING FOR LIFETIME SUCCESS®

High Level Measurements Qualitative (CDC Control)

Chapters, Regions, BOD and Staff Satisfaction with CDC

CDC Members Satisfaction

Quantitative (CDC Control) Percentage of Chapters in Compliance with

Standards Passport Compliance (Percentage of chapters

(Applying, Bronze, Silver, Gold, and Platinum)) Training Results CDC Budget Performance

Quantitative (Overall APICS Organization with CDC) Membership Increase and Retention Materials Sold by Chapters Conference Attendance Increase Certification Testing Increase

Chapter Development Committee

“Teamwork!”

APICS. LIFELONG LEARNING FOR LIFETIME SUCCESS®

CDC Main Processes

Chapter TrainingMembership StrategyChapter StandardsManagement ToolsCommunicationSales and Marketing

Chapter Development Committee

“Teamwork!”

APICS. LIFELONG LEARNING FOR LIFETIME SUCCESS®

CDC Survey Results

• CDC met on May 15• Reviewed Findings

– Information regarding length of volunteer service

– Why volunteer– Promotion Methods

• Word of Mouth• Newsletter• Chapter Web site• Company Coordinator

– Information regarding Region support

Chapter Development Committee

“Teamwork!”

APICS. LIFELONG LEARNING FOR LIFETIME SUCCESS®

FinancialPerspective

CustomerNeeds and Expectations

Effective &EfficientProcesses

CompetenciesDevelopment

Flexibility &Service

Flexibility &Service

Curricular Value

Curricular Value

Quality of Resources(Materials,

Instructors, Facilities, Time Schedules)

Quality of Resources(Materials,

Instructors, Facilities, Time Schedules)

QuantitativeBenefit

QuantitativeBenefit

Information &CommunicationInformation &

CommunicationCustomized Membership and Materials

Customized Membership and Materials

Value Added Deliverables

Net-Revenue to Support

Growth

Net-Revenue to Support

Growth

Membership(Sub-Processes)

Vision

Events Planning,Team Building,

Events Planning,Team Building,

QFD,Customer Service

QFD,Customer Service

TTT, LDI, Engineering

Change Process

TTT, LDI, Engineering

Change ProcessMarketing, SO&RP

& Finances

Marketing, SO&RP & Finances

Project & Change Management,

Volunteers Work

Project & Change Management,

Volunteers Work

Code of ValuesAnd Ethics

Code of ValuesAnd Ethics

MBO,TQM

MBO,TQM

CustomerService

CustomerService

Marketing and Sales

Marketing and Sales

Chapter Development

InventoryReduction

InventoryReduction

ImprovedCustomer

Service

ImprovedCustomer

Service

Customers and Enterprises Improvement

WasteReduction

WasteReduction

PDCA,Value Added

PDCA,Value Added

Customers, Members and Chapters Success,Increase Market Share

CDC Purpose

BOKBrand Name

BOKBrand Name

Recognition& NetworkingRecognition

& Networking

Events Planning, Communication

Sales and Marketing

ImprovedQuality

ImprovedQuality

ProfitabilityProfitability

Training(Sub-Processes)

Management Tools

Chapter Development Committee

“Teamwork!”

Instruction,PDM’s,

Membership,Testing

Instruction,PDM’s,

Membership,Testing

Regions Society

Staff

VLW

Presidents Training

TEAM

Resources

Logistics

Joint Marketing and Publicity

“Rainmakers”CustomizedC-Manuals

Passport

E-Mails

Web Page

News Letter

Qualified Instructor with BOKC

Speaker’s List

Data Quality

ChapterStandards

Incoming

Current

Webinars