DMC 2017 Taskforces September 16, 2017 Frank Perna will present 10 min on Exam Development Initiatives Zach Jakubiak will present 10 min on: Overview of the new Distribution Tool (My Company Inventory) September 16, 2017

Annual District Manager Committee Planning Meeting – May, 2017 Guiding Trends APICS Districts The digital smartphone age and the impact of social networking are continually transforming the business and membership context of APICS: Discretionary personal time is at a premium. Individuals are less inclined to volunteer. Customers want more efficient and meaningful content delivery, including self- study. The customer model is increasingly focused on enterprise corporate customers versus the individual. The corporate market is growing significantly. The APICS LinkedIn group has twice as many members as APICS. Our 9-District structure has been in place since 2008, with a focus on chapter leadership, not chapter members: Chapter dues paying membership has declined by 27% to ~27k from 37k in 2008. Total Number of chapters has decreased by 25% to ~189 from 252 chapters in 2008. Chapter purchases are flat, with 2016 representing a 2 year low. Since 2009, District meeting budgets have grown by 27% to $422k. In 2016, ~400 unique Chapter Leaders attended district meetings (or $1,055 in budget spend per unique attendee). APICS Proprietary and Confidential. For use by APICS DSF team members only. Not be distributed in any form.

2017 District Manager Committee (DMC) Planning – May, 2017 District Manager Committee Taskforces In May, 2017 we established two taskforces to harness the experience and capability of the District Manager Committee to make recommendations on two critical areas facing our NA Chapter community: Taskforce 1 – District Structure and Focus Taskforce 2 – Sales and Marketing Success

1. District Structure and Focus (DSF) Taskforce Taskforce Members: Rebecca MacDonnell, Steve Rudnicki, Joost Vles and Andy Zeitz (volunteers) Jim Lahey, Sean Dolan, Henri Wingfield (staff) Focus: Analyze and evaluate the existing District structure, and make recommendations on the go-forward Structure and Focus. Actions: Volunteer taskforce members created a SWOT analysis of the current state of the district. Leveraging that content for recommendations phase. Progress well under way.

2. Sales and Marketing Success (SMS) Taskforce Taskforce Members: Jesus Campos, Dan DiFilippo, Jerry Gonzalez, Ramona Memmott (volunteers) Jennifer Daniels, Micaela Whalen, Leann Goettel (staff) Scope: Taskforce will analyze methods to ignite chapter sales and marketing success, initially with CLTD and the new CPIM, to create a blueprint to support APICS product success. Focus: Analyze the existing NA Chapter go-to-market strategies for APICS credential products. The SMS will make recommendations for NA Chapter Success model to align with the changing chapter customer environment, with a goal of driving sales growth. Initial recommendations currently being prioritized by SMS taskforce.

2018 District Meeting Calendar APICS HIGHLY Confidential and Proprietary. For use and review by members of the DMC September 12, 2017

Goals for 2018 District Meetings Face to face meetings aligned to APICS Channel Mission. Gain synergies, leverage capabilities, and insights of Top 50 Revenue Partners. Create virtual experiences to develop skills, shepherd the community and drive growth. Conduct specialist sales and marketing training for sales focused volunteers. APICS Proprietary and Confidential. For use by APICS DSF team members only. Not be distributed in any form.

Chapter Engagement 2018 – Face-to-face (F2F) District Meetings Focus Membership Development Refocus F2F meeting experiences on the highest value/impact activities. Increase F2F focus on: APICS Corporate Programs Advocacy APICS Product Expertise Chapter Sales Development Membership Development Professional Development Decrease F2F focus by leveraging virtual experiences, to help address: Chapter Leadership Development Networking Note: This Slide is a work-in-process and will be completed based on input from DSF Taskforce. APICS Proprietary and Confidential. For use by APICS DSF team members only. Not be distributed in any form.

APICS Proprietary and Confidential APICS Proprietary and Confidential. For use by APICS DSF team members only. Not be distributed in any form.

Executive Summary Topic 2018 District Meeting Calendar Key Message/Takeaways for 2018 District Meetings Focus face-to-face (F2F) meeting experiences on the highest value/impact activities 2018 District Meeting Goals: Face to face meetings aligned to APICS Channel Mission. Gain synergies, leverage capabilities, and insights of Top 50 Revenue Partners. Create virtual experiences to develop skills, shepherd the community and drive growth. Conduct specialist sales and marketing training for sales focused volunteers. Leverage the Q3 district meetings as “District Events” at 2018 APICS Conference, as an all district celebration of the 60th APICS Anniversary. Expected Outcome: Alignment with DMC on 2018 District Meeting Planning.

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