CBAR Refresh 2017 CBAR Taskforce Celeste Ayers Jeff Ball Reed Dubow Michele Lawrence Leann Goettel Joost Vles* *Reports to the District Manager Committee

CBAR (Taskforce Members) Celeste Ayers Origianl Author of the "Progressive Scale" 100 point scale CBAR Rock Star!!! Loves data Company: Parker Hanifin Jeff Ball Production Control, IT Systems, Supply Chain APICS since 2006, Buffalo, NY Chapter Another CBAR junkie! Saw value in using this type of tool for other organizations too! Likes the idea of looking at Chapters as Businesses Progressive scale makes it easier to see what is possible. Jessica DePinto APICS Corporate - Senior Manager, Instructor Development Chapters should receive points for supporting chapter-endorsed instructors to attend APICS Instructor Training classes (TTT, LDI, AIS) and quality assurance practices (ex. Student feedback) Reed Dubow Accounting by trade (in Manufacturing) VERY millitant -- say what you do, then do what you say. Past President of New Jersey CBAR Junkie Member of Northeast Team Leann Goettel APICS Corporate District Channel Mgr. Mid-Atlantic & Canada Progressive scale appears to be a great tool for both Chapters AND Districts Michele Lawrence Current President of North Shore MA Chapter Strategic thinker Company: Pfizer Strucutre and uniformity! Member of Northeast Team Joost Vles APICS since 1990 Past Chapter President of Buffalo, NY Current District Manager of Northeast District CBAR Taskforce Chair, reporting to the DMC Company: Moog

CBAR Taskforce – War room

CBAR Taskforce War Room (Before)

CBAR Task Force War Room You submitted over 100 individual pieces of feedback on what should be Added, Deleted, or Modified.

CBAR Taskforce War Room (After)

CBAR (Progressive Scale Concept) Chapter Officers: This document is the creation of the 2017 CBAR Task Force. The task force was formed by the District Manager Committee for the purpose of updating the Chapter Benchmarking and Reporting (CBAR) tool to align with the new Channel Partner Agreement (PA-17) and to incorporate more relevant issues (I.e. social media and Instructor development.) During the Task force's time together, it has become clear to us that the original intent of the CBAR tool has been lost over the years. The CBAR tool was originally intended to help Chapter Officers run stronger Chapters--not simply to earn a grade. The CBAR scores are for the District Managers and are to be used to understand what areas each Chapter needs develop in. The details of the CBAR report are never given to APICS Corporate, even though the scores are reported for the purpose of awarding Bronze, Silver, Gold, and Platinum awards. With this in mind, the CBAR Task Force has identified a new method for evaluating Chapters that we believe will also allow a Chapter to see what is possible in each area, not just simply earn a score. We are calling the new method a "Progressive Scale" technique, a format that many of us use in our businesses today for Suppler Evaluations and Risk Management. The progressive scale concept will help each Chapter answer the question , "what does good look like?" for each specific criteria. We have completed about 60% of the conversion from the old CBAR tool to the new Progressive Scale CBAR tool and thought this would be a good time to check in with you for your feedback. Please review the "Progressive Scale CBAR" tab in the attached workbook and provide feedback to your District Manager. Tell us what you like and what you think we can do to make it even better. We plan to release a more complete version in the commit weeks. Thank you, CBAR Task Force-2017, Celeste, Jeff, Reed, Leann, Michele, and Joost

CBAR Progressive Scale (see excel file for more details)

CBAR Taskforce – Timeline

CBAR Progressive Scale (see excel file for more details)

Questions?