southwest district updates joan wallner district channel manager-southwest, pacific western and...

Southwest District Updates

Joan Wallner

District Channel Manager-Southwest, Pacific Western and Terra Grande Districts

2 © APICS Confidential and Proprietary

Value of APICS Research, Education, Certification According to US News and World Report-Supply Chain Industry:244,100 jobs in the US

12.4% growth rate between 2012 - 2022

$95,440 median salary ($46,890 - $187,199)

4.1% unemployment rate

#5 best business job

#42 best job overall

Above average upward mobility

Above average stress

Average flexibility

Bachelor’s or master’s degree

APICS certifications often preferred


Elevator Pitch

APICS is the premier provider of education, certification and research for supply chain and operations management professionals.

APICS also is the largest supply chain association in the world with a network of more than 42,000 members and over 290 channel partners.

APICS best-in-class certifications have set the global standard for supply chain and operations management excellence for over 40 years.

In fact, nearly 115,000 individuals have earned an APICS CSCP or CPIM designation.

In the realm of associations that offer supply chain research, education, certifications and professional development opportunities, APICS is the leader.

Channels


What Are Channel Partners?

APICS services are available across the globe through APICS partners. APICS works with local affiliates to provide APICS certification exams, education and training, and membership services to the local market.

•Partners outside North America (100)International associates and authorized education providers

•Partners in the US, Canada, and MexicoProfessional and student chapters

• 200 professional chapters in North America in 9 geographical districts

• 214 student chapters


District ChannelNine geographic districts

G

Mid Atlantic – 27

Canadian – 13

Northeast – 25

Southeast – 38

Heartland – 20

Great Lakes – 20

Pacific Western – 17

Southwest – 15

Terra Grande - 24


Role of District Manager and Volunteer Team

• District ManagerEach district elects a District Manager through a special nomination committee made up of chapter leaders within the district. The 9 district managers make up the district managers committee.

• District Volunteer TeamThe District Manager has a volunteer District support staff to assist with the development and implementation of chapter management training and two-way communication between APICS corporate and the local chapter.


Chapter Channel

APICS chapters and student chapters are located throughout North America and offer convenient and personalized education and a strong local network of peers are easily accessible for members.

Participation with local chapters enables members to pursue leadership opportunities that expand skill sets, enhance career growth, and increase marketability.


Chapter Channel

APICS chapters offer a variety of services in communities throughout North America, including

•instructor-led certification review classes that help prepare candidates for testing

•on-site training for organizations interested in educating a group of employees

•certification study groups and North American group testing opportunities

•seminars and workshops specific to a particular geographic area and/or industry

•plant tours that provide insight into organizational principles and practices

•workshops and meetings with allied organizations that enable members to network

•professional development meetings that foster local networking and career development.


Chapter Structure

• Tax Exempt, 501c(3) Nonprofit organizations

• Incorporated

• Bylaws

• Financial Policies

• Channel Partner Agreement (CPA) with APICS

• Board of Directors


Chapter Board of Directors

Board positions and terms are outlined within the chapter bylaws.

Most common board positions:•President•Vice President of Education•Vice President of Membership•Vice President of Marketing•Vice President of Programs•Treasurer


How Chapters Affiliate With APICS

Channel Partner Agreement (CPA)

•The intent of the agreement is to strengthen APICS Corporate and Chapters, by being able to legally share services and to protect the brand and image of the APICS for all of its current and future customers.

•Outline of key corporate and chapter responsibilities

Channel Partner Agreement Compliance (yearly)

•Letter of Assertion

•Letter of Compliance


Chapter Benchmarking and Reporting (C-BAR)Provide each chapter with a comprehensive set of activities recommended for a successful chapter. Provide an objective process to recognize chapters that meet or exceed the accomplishment of recommended activities.

North American Channel Partner Strategy


Channel Partner Strategy

Networking Partner

Channel Partner

Premier Channel Partner

Several Presentations provided to Chapters on the new strategy 1.Initial change introduction2.2nd communication with more details 3.Rollout timing4.Frequently Asked Questions5.Criteria and Tier Status 6.Frequently Asked Questions


NA Channel Strategy

Current APICS Chapters

Current APICS Chapters

LLCs & Consulting

Firms

LLCs & Consulting

Firms



Channel PartnerChannel Partner

Premier NFP Channel Partner

Premier NFP Channel Partner

NFP Channel Partner

NFP Channel Partner

NFP Network Partner

NFP Network Partner

• Premier price discounts

• Membership sales commission

• Price discounts• Membership sales

commission

• Premier price discounts• Membership rebates• Sales assistance (DBDM)

• Price discounts• Membership rebates• Sales assistance (DBDM)

• No price discounts• Membership rebates• Sales assistance (DBDM)

Qualified InstructorsQualified

Instructors

Channel Partner Organization (For Profits)

Channel Partner Organization (For Profits)

Local Channel Partners

(Chapters)

Local Channel Partners

(Chapters)

Focused on engaging through

members

Focused on sales & delivery

Chapters are, and will continue to be, an important channel. However to grow the pie, we must add additional channels to allow end-customers to purchase our products and services.


2015 Chapter Status Results by District

District Premier Partners

Channel Partners

Network Partners

Total Chapter

Canadian 2 11 13Great Lakes 4 14 2 20Heartland 1 15 4 20Mid Atlantic 3 21 3 27Northeast* 25 1 26

Pacific Western* 2 10 5 17Southeast 3 27 8 38

Southwest 3 12 15

Terra Grande 5 16 3 24

Total 23 151 26 200

*Note: Chapters that closed or are slated to close have been removed from above table summary.

District Business Development Manager Update


Program Change:Discontinue partial service option (effective July 1, 2015)

What is the change?Chapters will no longer have the ability to participate under a partial service model.

Why is this change being made?To focus on providing the highest level of service to partner leaders, by removing systems and process complexities that are costly, time-consuming, and provide very little value.

How will this change impact local channel partners?Starting July 1, 2015, local channel partners can enroll in the program as full service, or elect to opt-out. Current partial service partners will be contacted by their DBDM or District Channel Manager to select either full service enrollment or opt-out.


DBDM receives lead from the local channel partner

DBDMvalidates the lead

Single or

multi-site

Make contact now?

DBDM requests meeting

with prospective

client

Client receive request

Accept reques

t

Partner leader assist the DBDM in

nurturing the client, as needed

Continue

pursuit

DBDM communicates

results and recommendations

to the partner leader

Single

Yes

No

Partner leader

supply sales lead to DBDM

Resubmit the information to the partner leader with recommendation

Yes DBDM prepares for client meeting

No

Yes

No

Partner Leaders’ Role In The Initial Sales Cycle

Multi Site

Corporate

Services

Updates


APICS and AST&L merger final

We are pleased to announce that the merger of APICS and the American Society of Transportation and Logistics (AST&L) is final.

The merger expands, extends and deepens the end-to-end supply chain body of knowledge that fuels APICS global supply chain research, education and certification programs. The merged organization offers unmatched content and subject matter expertise that will enable individuals and organizations to meet key supply chain challenges.

AST&L members will be given the choice to affiliate with an APICS chapter. After this choice is made, they will be listed on your chapter roster in Partner Connect but will have a special membership type (ASTL Legacy Membership). They will have the complete suite of APICS member benefits.


Scholar fundingApplications for the Scholar Education program have closed, and now we need your support to send as many applicants as possible to APICS 2015 in Las Vegas!

We received nearly 100 applications, and nearly as many volunteers have signed up to be mentors.

How can you fund a scholar?Districts, chapters and individuals are encouraged to contribute to this scholar fund. Donations can be earmarked to fund a specific student or any student in your district, or general donations can be used to fund any applicant who meets the criteria.

Funding for program is $1,100 per individual student or $1,000 per student if you sponsor multiple students. Each donation provides a scholar with the opportunity to participate in student-centered programming at APICS 2015, which includes workforce development educational sessions, one-on-one mentorship and fulfillment of community service work.

Our current applicants fall within the following districts:

Canadian District: 6 Mid-Atlantic District: 9 Southeast District: 5Great Lakes District: 15 Northeast District: 19 Southwest District: 6Heartland District: 11 PacWest District: 7 Terra Grande District: 3


APICS Designation Comparison Chart

APICS designations give candidates a recognized industry credential that builds on their knowledge and expertise in the supply chain industry.

With the APICS Designation Comparison Chart, candidates can view each designation at a glance to determine the right program to help them gain a competitive edge in their supply chain profession.

The comparison chart is available on C-Box as a PDF or in PowerPoint slides.


Designation Name

CPIM CSCP SCOR-P

Designation Type

Certification Certification Endorsement

Reach Global Global Global

Member discount

Yes Yes Yes

Program Overview

Provides candidates with the ability to understand and evaluate production and inventory activities within a company's global operations.

Helps candidates demonstrate their knowledge and organizational skills for developing more streamlined operations across the extended supply chain.

Enables candidates to learn techniques for managing and measuring the performance of a global supply chain utilizing the Supply Chain Operations Reference (SCOR®) model.

Area of content CPIM focuses on an organization’s internal operations and provides an in-depth understanding of materials management, master scheduling, forecasting, production planning and provides the knowledge to apply this information across the extended supply chain.

CSCP focuses on the mastery of the extended supply chain, from organizations’ suppliers through to the end customers. The CSCP designation validates professional understanding of supply chain management and the integration of operations across the extended supply chain.

Candidates learn the major process components (Plan, Make, Source, Deliver, Return and Enable) for managing and measuring the performance of a global supply chain by implementing the Supply Chain Operations Reference (SCOR®) model.

Eligibility Application

No Yes No

Candidate qualifications

No college degree is required Candidates must have:3 years of related business experience orBachelor’s degree or the international equivalent, orHold one of the following designations: CPIM, CFPIM, CIRM, SCOR-P, CPM, CSM or CPSM

Candidates are recommended to have five years of working experience in a supply chain

SCOR-Professional training is recommended but not required

APICS Certification and Endorsement Comparison Chart


Designation Name

CPIM CSCP SCOR-P

Supply Chain operations areas most suited for designation

Production and inventory management

OperationsSupply chain managementProcurementMaterials managementPurchasingPlanning

Supply chain designSupplier managementTransportationSupply chain managementDistribution channels3PL, 4PLCustomer management

Production managementOperationsSupply chain managementProcurementMaterials managementInventory management

Supply Chain professional titles

Supply chain managerBuyers or plannersMaterials managerProduction plannerConsultantBusiness analyst

Supply chain managerConsultant, senior consultantSupply chain project managerMaterials managerSupply chain analystBusiness analystLogistics managerOperations managerBuyer, purchasing manager

Supply chain managerSupply chain project managerMaterials managerLogistics managerOperations manager

Company benefit

The CPIM program provides employees with the understanding to evaluate production and inventory activities within an organization’s global operations by improving efficiency, maximizing technology ROI and streamlining operations to address challenges and opportunities.

The CSCP program helps employees master advanced supply chain management principles that extend beyond an organizations internal end-to-end operations from suppliers to customers. It provides a higher-level of knowledge and skills needed to streamline operations and produce bottom line results.

The SCOR Professional program provides employees with the major process components of the SCOR framework (Plan, Make, Source, Deliver, Return and Enable) which helps companies to increase the speed of system implementations, improve inventory turns and drive measurable supply chain process improvement and business performance.

Candidate benefit

The CPIM program increases a candidate’s functional knowledge of production and inventory management by providing them with the tools they need to effectively evaluate and manage activities.

The CSCP program provides candidates with the necessary tools to effectively manage global supply chain activities and enables them to implement best practice approaches to increase supply chain efficiencies.

The SCOR-P program builds a candidates SCOR knowledge so they will be able to manage supply chain projects with more predicable outcomes, improve supply chain performance and build team credibility with senior management and other departments.



Designation Name

CPIM CSCP SCOR-P

Study methods and guides

Self-studyOnline studyClassroom study optionsExam Content Manual (ECM)Participant workbook

Online CPIM Study ToolsCPIM Exam SimulatorRecommended referencesAPICS Dictionary

Self-studyOnline studyClassroom study optionsExam Content Manual (ECM)CSCP Learning System

Courseware materialsOnline content and quizzes

APICS Dictionary

SOCR-P FrameworkSCOR-P Quick Reference GuideSCOR-P APPSCOR-P coursewareSample questions guideOn-line forums

Exam type Computer-based multiple choice. Computer-based multiple choice. Computer-based multiple choice.

Exams Must pass all five modules to become certified.5 modules each having their own exam:Basics of Supply Chain Management - 105 multiple choice questions. 80 operational and 25 pre-test* questions.All other modules: 75 multiple-choice questions per exam. 60 operational and 15 pre-test* questions.

Master Planning of ResourcesDetailed Scheduling and Planning

Execution and Control of Operations

Strategic management of Resources

Must pass one exam to become certified.

175 multiple-choice questions. 150 operational and 25 pre-test* questions.

Must pass one exam to become endorsed.

60 multiple-choice questions.

Exam length 3 hours (per module) 4 hours 2 hours*Pre-test questions do not contribute to the total score, but are necessary for research purposes. The pre-test questions are randomly distributed among the scored items and are used for statistical purposes only. Candidates should answer all exam questions.



Designation Name

CPIM CSCP SCOR-P

Exam Content Exam content is developed according to the test outline included in the CPIM Exam Content Manual and validated by global subject matter experts. Exam questions are monitored through rigorous psychometric calibration and cross-referenced to industry-approved source material. A job task analysis study is conducted every 3 – 5 years to ensure content relevancy.

Exam content is developed according to the test outline included in the CSCP Exam Content Manual and validated by global subject matter experts. Exam questions are monitored through rigorous psychometric calibration and cross-referenced to industry-approved source material. A job task analysis study is conducted every 3 – 5 years to ensure content relevancy.

SCOR Framework (40% of exam) covers:Key ConceptsProcessesPerformanceBest PracticesSkillsSCOR Project (60% of exam) covers:Key ConceptsPre-SCORScope configureOptimizeReady

Exam scoring APICS uses a scaled score methodology, which is a technique for equating scores in which the degree of difficulty varies from one exam form to the next. The APICS CPIM score range is 265 to 330.Fail = 265–299Pass = 300-330

APICS uses a scaled score methodology, which is a technique for equating scores in which the degree of difficulty varies from one exam form to the next. The APICS CSCP score range is 200 to 350.Fail = 200–299Pass = 300-350

APICS uses a percentage-correct scoring, giving the applicant a percentage based on the number of questions answered correctly. Each applicant must successfully answer 75% or higher to obtain a passing score on the exam and to receive the SCOR-P endorsement designation.

Pricing per exam

North America:APICS Members $165 USDNon-members $250 USDInternational:APICS members $325 USDNon-members: $410 USD

North America:APICS members $630 USDNon-members $830 USDInternational:APICS members $1,050 USDNon-members: $1,300 USD

Price includes the SCOR-P training, materials and one Authorization to Test for North America and International. The SCOR-P exam may not be purchased separately.APICS Members $3,730 USDNon-members $4,640 USD

Retaking an exam

Candidates who fail an APICS CPIM exam must wait 14 full days before retaking the same exam. The retake price is the same as the exam price.

Candidates who fail an APICS CSCP exam must wait 14 full days before retaking the same exam. The retake fee is $450 USD.

Candidates who fail an APICS SCOR-P exam must wait 14 full days before retaking the same exam. The retake fee is $350 USD.



Designation Name

CPIM CSCP SCOR-P

Exam cancellation

North America:Candidates who no longer can test before their ATT expires will forfeit their exam fees. Any exam cancelled will result in forfeiture of your entire exam fee paid to APICS and your Authorization to Test (ATT) will be consumed. However, candidates who have already scheduled an exam and can no longer take it are encouraged to cancel the scheduled exam with Pearson VUE to free up the reserved seat for other exam candidates.

International:Candidates must pay the $45 USDcancellation fee. Candidates who no longercan test within their originally selectedwindow must cancel the exam directlyin their My APICS account by accessingthe online Authorization to Test RequestForm. Once logged in, candidates will havethe option to cancel their current ATT.Candidates will receive a confirmationemail from Pearson VUE.

Candidates must pay the $45 USD cancellation fee. Candidates who no longer can test within their originally selected window must cancel the exam directly in their My APICS account by accessing the online Authorization to Test Request Form. Once logged in, candidates will have the option to cancel their current ATT. Candidates will receive a confirmation email from Pearson VUE.

Candidates who no longer can test beforetheir ATT expires will forfeit their examfees. Any exam cancelled will result inforfeiture of your entire exam fee paid toAPICS and your Authorization to Test (ATT)will be consumed. However, candidateswho have already scheduled an exam andcan no longer take it are encouraged tocancel the scheduled exam with PearsonVUE to free up the reserved seat for otherexam candidates.

Exam rescheduling

A rescheduling fee of $45 USD applies to any rescheduled exam. Rescheduling an exam less than one business day prior to your exam appointment is subject to a forfeited exam fee.





Designation Name

CPIM CSCP SCOR-P

Maintenance required

Yes Yes No

Maintenance requirements

Candidates are required to maintain their certification every five years and must earn a total of 75 professional development points. The cycle starts the month the candidate becomes certified.

Candidates are required to maintain their certification every five years and must earn a total of 75 professional development points. The cycle starts the month the candidate becomes certified.

N/A

Maintenance points

Candidates who hold a CPIM and CSCP designation may apply earned points to both designations when submitting their maintenance applications.

Candidates who hold a CPIM and CSCP designation may apply earned points to both designations when submitting their maintenance applications.

N/A

Certification suspension

If a candidate does not maintain their certification within five years, their credentials will be suspended. With each additional year their certification is suspended, they will be required to submit additional professional development points to reinstate their certification.

If a candidate does not maintain their certification within five years, their credentials will be suspended. With each additional year their certification is suspended, they will be required to submit additional professional development points to reinstate their certification.

N/A

Maintenance application fees

APICS members $75 USDNon-members $150 USD

APICS members $75 USDNon-members $150 USD

N/A

Credential Verification

Yes Yes Yes



2016 APICS CSCP Certification Program Update

A reminder for the 2016 educational year: We are introducing an updated APICS CSCP Certification program.

This will be a major update of the certification.

Both the APICS CSCP Learning System and exam are changing based on information received from our recently conducted APICS CSCP Job Task Analysis, feedback from the market and changes in the business environment.

Although the update process has begun, it is not complete. Detailed information about the changes and pricing will be made available to you when they are finalized. The 2016 Learning System product is scheduled for release in November 2015 in preparation for the first 2016 exam window in March.

It is important to note that classes using the 2015 courseware materials will continue to be offered through the end of the year. Candidates should not be discouraged from purchasing the 2015 courseware materials.


Upcoming CPIM Webinars

CPIM Webinar Part 1 - Why every supply chain professional needs the APICS CPIM

Date: Tuesday, August 18, 2015

Time: 1:00-2:00 p.m. CT

How to Prepare for the CPIM Exams

Date: Tuesday, September 15, 2015

Time: 1:00-2:00 p.m. CT

Presenter:

Bob Collins, CFPIM, CIRM, CSCPSenior Director of Professional Development, APICS

Information on apics.org>APICS Events


New SCOR App Available

The SCOR mobile application is available for download through iTunes or Google Play for 99 cents with all proceeds going toward APICS student programs.


Quarterly Incentive Awards 2Q 2015


APICS membership update

June membership totals came in at 42,676.

New members totaled 1,377 and new student members totaled 241.

Southwest District membership total: 2,211


MEMBERSHIP COMPARISON BY DISTRICT


New APICS membership model

APICS will launch a new, tailored membership experience for our members. Our website will consult with each member at the time of membership renewal to discern his or her primary motivation for affiliating with APICS.

Based on this primary motivator, APICS will suggest a listing of “featured” benefits that are specifically tailored to help the member reach his or her stated goals. In addition, APICS will release a mobile app this summer to allow APICS members easy access to specific member benefits.

APICS will begin offering tailored “benefit bundles” to individuals based on their motivator. Each member will be able to add additional benefits to his or her base benefits bundle as desired. Our intent is to provide APICS members with the specific tools needed to succeed at every stage of their careers


Don’t miss the APICS instructor development opportunities at APICS 2015 in Las Vegas!

Train the Trainer Date: Friday and Saturday, October 2 and 3, 2015Location: The Mirage Hotel and Casino, Las Vegas, NVPrice: $450 USD Enrollment deadline is August 28, 2015

Learning Dynamics for Instructors Date: Thursday and Friday, October 8 and 9, 2015Location: The Mirage Hotel and Casino, Las Vegas, NVPrice: $450 USD Enrollment deadline is August 28, 2015

Applied Instructor Skills (AIS) Only APICS Lead and Master Instructors are eligible to attend AISDate: Thursday, October 8, 2015Location: The Mirage Hotel and Casino, Las Vegas, NVPrice: $250 USD Enrollment deadline is September 4, 2015


Partner and Event Finder-New enhancement

southwest district updates joan wallner district channel manager-southwest, pacific western and...

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