APICS Strategy Meeting 6/3/2017

Agenda for Today Opportunities for Improvement and Level Set Expectations Define Success Criteria What does Success Look Like? SWOT Analysis Targets for 2018 School Year Review SCM Review Budget Budgetary Requests Build Strategy & Timeline using Success Criteria

Opportunities for Improvement Productive Board Meetings Preliminary Agenda to be sent 2 – 3 days prior to meeting Board Members to review Agenda and add topics as needed Treasurer must provide a copy of both the Budget and Monthly Summary prior to meeting, board members to review and approve. Vice President to have SCM Document ready for review President and Vice President to review SCM and ensure team is pacing towards gold, closing gaps along the way Track member participation in meetings and PDM’s Create Key Performance Indicators to have fact based board conversations Board Member to Attend Parent Chapter Board Meeting

Opportunities for Improvement Membership and Involvement Strategize using Marketing Campaign Speak to Business 100 level classes to drive membership Create sub committees to involve more members with initiatives Plant Tour PDM Volunteering Fund Raising Meetings

Opportunities for Improvement Technology and Social Presence Influence the use of technology and systems available Campus Connect Publish News Articles Event RSVPs Documentation Storage and Management Track Corporate Membership and Influence free APICS membership Qualtrics Create Surveys and track chapter performance one per semester Office 365 Meeting Notices sent to all members for all meetings APICS.org Maintain Board Roster Run Membership Reports

What Does Success Look Like? Rate the following from 1 – 5 on the Whiteboard Rate the Documentation Rate our Effectiveness Rate our Efficiency Rate our Quality Rate our Adherence Rate our APICS Board and Student Communication Rate our External Communication Rate our Overall Execution

TARGETING GOLD in 2018!

Build Strategy & Timeline Using Success Criteria

APPENDIX

Connected in North America by chapters and student chapters What is APICS? Premier professional association for supply chain and operations management. Provider of research and education within the supply chain discipline, offering professional certifications to advance careers. Connected in North America by chapters and student chapters Over 40,000 Members In 200 Countries Formed in 1957 World Class Resources for Supply Chain / Operational Management Internationally Recognized in 1961 Hamilton Ontario Chapter CPIM introduced in 1973 CSCP Introduced in 2006 Chapters share best practices, workshops, webinars, training. Formerly known as the American Production and Inventory Control Society (APICS)

UW-Parkside Student Chapter Update 5 Board Members 28 Members Meetings Start Fall 2016 Semester Chapter Meetings / Events consist of: Free Food & Drink! Certification Information Sessions Industry Specific Professional Speakers Plant Tours at Local Businesses Participation and Preparation for Annual Student Case Competition Attend Parent Chapter Professional Development Meetings (PDMs) Giving back to the community through volunteering Resume Update / Distribution to local companies Successful future in Supply Chain Management

Membership is as easy as 1 – 2 – 3 How to get involved. UW – Parkside Student Chapter Member CampusConnect.uwp.edu/organization/APICS APICS Corporate Student Member APICS.org/join Attend Student Chapter Meetings & Events

Student Chapter Board Members Openings - Fall 2016 President Matthew Anderson Overseer entire chapter Create Strategy for Growth Vice President Oversee processes and share duties with president. Drive yearly chapter assessment VP - Programs, Events, & Education Work with board to establish ideas for programs & events Coordinate events and pursuit involvement of parent chapter VP – Membership Manage active membership log and recruiting Establish plan to drive increased membership Coordinate social media presence including Facebook and Campus Connect. VP - Public Relations Kasie Calles Interfaces with community to build rapport with local organizations. Creates newsletter and manages press releases. Treasurer Arturo Cruz Maintain budget and financial statements, as well as annual chapter assessment. Secretary Ensure meeting minutes are taken each meeting , organize agendas, and maintain officer roster.

President / Vice President Grant Bleashka President

Driving this Success… through relationships “Six degrees of separation works – the people you know, know people, who know people.” Maintaining Partnership with School of Business, Economics, and Computing Developing and maintaining a presence Partnering closely with Local Business Partnering with local community service leaders Conducting regular open chapter meetings for students Educating new students early in college career

Sustainable Strategic Planning Inputs Environmental Scanning – learning the industry and conducting SWOT Analysis on chapter and benchmarking other organizations. Mission Statement – “The mission of the APICS UW-Parkside Chapter is to be the leading edge of networking and learning opportunities for students and its community employees, focused on Supply Chain through consumable manufacturing and service related businesses.” Core Competencies – Free Membership for Students, Access to APICS Body of Knowledge, the importance of supply chain to business, and Networking with Industry Professionals

Sustainable Strategic Planning Outputs Business Strategy Constitution & Bylaws Student Chapter Management Program Category Strategies

Points – Student Chapter Management Program Awards for Educational Material Certificates Award Level Minimum Maximum Gold ($75)** 450 650 Silver ($50) 350 449 Bronze ($25) 250 349 ** Platinum ($275) if Gold 5 consecutive years in a row

Points Breakout Administration – President / Vice President

Programs, Events & Education Matthew Anderson VP – Programs, Events & Education

Education Case Competition Student competition had 16 universities compete in 2016 Consisted of 24 teams Teams are given a case to examine and must complete over night Examine a break in a supply chain and create strategy to make the supply chain efficient. Prizes as of 2016: 1st - $1000 2nd - $800 3rd - $500 The best students will calculate order quantities and expected profit and compare strategy. Follow recommended solutions.

Education Certifications This is a high level view of the two core certifications, Think of the green section as the leaves on the tree and the brown section as the roots. CSCP is the overview of the detail provided in CPIM

Focuses on high level supply chain objectives: Supply Chain Management Fundamentals Supply Chain Strategy, Design, and Compliance Implementation and Operations Through certification, you develop: Strategies to effectively manage global supply chain activities Understanding of how to effectively utilize Enterprise Resources Planning (ERP) systems Demand forecasting and effective management techniques 1 Exam 3 Modules Focuses on high level supply chain objectives: Supply Chain Management Fundamentals Supply Chain Strategy, Design, and Compliance Implementation and Operations

Consists of Five “Modules” that offer an in depth look at: Basics of Supply Chain Management Master Planning of Resources Detailed Scheduling and Planning Execution and Control of Operations Strategic Management of Resources Primary focus on manufacturing competencies: Materials management Master scheduling Production planning Forecasting Quality improvement 5 Modules 5 Exams Consists of Five “Modules” that offer an in depth look at: Basics of Supply Chain Management Master Planning of Resources Detailed Scheduling and Planning Execution and Control of Operations Strategic Management of Resources

Self Study Program Launches in July 2016 Eight modules have been identified for the CLTD Body of Knowledge Logistics and Supply Chain Overview Capacity Planning and Demand Management Order Management Inventory and Warehouse Management Transportation Global Logistics Considerations Logistics Network Design Reverse Logistics and Sustainability Self Study Program Launches in July 2016 First Exam Available October 2016 8 Modules 1 Exam Self Study Program Launches in July 2016 First Exam Available October 2016

Programs Student Chapter Meetings Create a semester calendar of all events Three student chapter meetings per semester At least two meetings will be devoted to education related to resource management APICS educators will serve as guest speakers about exams and education Members will have ability to give student presentations at meetings Coordinate and/or participate in student information exchanges with other chapters Calendar should include all meeting dates and events.

Events Plant tours and PDMs Plan and conduct plant tours. PDMS: Two to three tours per school year These will either be in the local area or planned as a retreat PDMS: Student Members can attend a professional (parent) chapter meetings Speakers talk about their career or trends in the industry and new techniques Offers great networking opportunity

Education, Programs & Events Extraneous Developments Establish a program with local industries to help student chapter gain an understanding of resource management Attend technical seminars or workshops Conduct a presentation at a high school career fair Work with students to participate in supply chain based internships

Points Breakout VP – Programs, Events, & Education

Membership Kasie Calles VP - Membership

Membership Duties Maintain official membership roster Ensure membership satisfaction through surveys Hold Yearly Welcome Meetings Present the Student Member of the Year Award Motivate members to be continuously active Develop new ways to promote chapter growth

Membership Needs Surveys Surveys will be created using Qualtrics on the University’s campus website Will assess the needs and interests of the members Meeting topics, times and locations Plant tour suggestions Member satisfactory

Welcome Meetings Will be the first student chapter meeting each school year To be held within the first three weeks Great opportunity for new members to engage with current members Helps new members understand the organization and it’s goal as a whole

Student Member of the Year Award Given to an outstanding student who has shown superior contribution to the chapter and APICS headquarters Voted on by the Board of Directors Award will be personalized based on the student

Promoting Student Chapter Growth Conduct a membership campaign partnered with VP – Public Relations Give informative presentations about APICS to business classes Attend high school career days within our community

Points Breakout VP - Membership

Public Relations Alyssa Perugini VP- Public Relations

What is Public Relations? “The actions of a corporation, store, government, individual, etc., in promoting goodwill between itself and the public, the community, employees, customers, etc.” http://www.dictionary.com/browse/public-relations?s=t

What our goals actually are: Internal communication- I would be the one to communicate within Parkside by sending out mass emails giving notifications on when meetings would be and also have that be apart of the newsletter Media relations- is basically getting the word out about APICS in anyway through the media. Event planning- I would contact people to set up events with them but then programs and events would take over, I basically would be the face of it. Crisis communication- if there ever were to be a problem or our reputation was at stake, I would be the one to handle it Community relations- getting in touch with the commuity, so this could be through volunteer work (like homeless shelters, Red Cross blood drive, big brother/big sister, etc) ALSO getting in contact with local businesses to visit Reputation management- Keeping a good image, simple as that. So make APICS look the best of the best. Digital/new media- Make sure people have easy access to newsletters, and any type of digital content. Keep people updated.

How to Exceed Each Goal External Relations Within the first year contact at least 10 local industries and at least 5 volunteer programs: Reach out by calling/emailing/meeting in person Follow up Schedule for the next year to visit Send a thank you  Ideally contact up to 20 local industries and 10 volunteer programs It may seem like a lot to contact but each company we contact does not mean they will follow through, that is why we should contact so many companies.

How to Exceed Each Goal Internal Relations Grow presence at R.O.A.R and local high schools At least 2 members of the board go and represent APICS Post at least 3 news articles a week on campus connect Articles will be on logistics management, supply chain management, APICS, etc. Advertise Flyers on bulletin boards, paint on windows, bridge tables By doing this contact creative services at least 72 hours in advance Reserve windows and tables on VEMS Send out mass e-mails Send newsletters and notifications to when and where APICS meetings will be through ranger mail Who ever signs up with APCIS on campus connect, maybe send them a personal email saying thanks for coming and if they have any questions about anything email us! Instead of just sending out emails make it personal to exceed the goal?

Points Breakout VP – Public Relations

Treasurer & Secretary Arturo Cruz Treasurer

Treasurer Chapter Assessment Yearly chapter assessment will be done before March 31 Assessment award year runs from April 1-March 31 Use Excel sheet to keep track of points

TARGETING GOLD in 2017!

Treasurer Budget Sheet Create Budget Estimate the expected expenses Report income on financial statement Excel template on Campus Connect

Treasurer Budget Sheet

Secretary Meeting Minutes Maintain the meeting minutes of all meetings then posting the meeting minutes to Campus Connect. Keeping a record of the official roster. Assist any board members of any administrative requests.