May 1, 2015 Honey Johnson CFPIM,CIRM, C.P.M., CSCP Colorado Chapter President Terra Grande District Staff A PRESIDENTIAL CALENDAR

 APICS Calendar  Chapter Calendar  What`s on your calendar? AGENDA

June  Enter board roster in Chapter Board Management site: *  At minimum 3 board officers must be entered online  Additional board members can be added later  Designate if Board member has voting rights and if Board member has access to roster * NOTE: Must be completed prior to June 30 th Or no one will have access to the roster! APICS CALENDAR

July Submit to Corporate APICS  Signed Channel Partner Agreement Letter  Must be signed within 30 days of new fiscal year  Hint: July 30 th !  Signed Letter of Assertion  Fiscal responsibility APICS CALENDAR

CHAPTER CALENDARS

July Submit to Terra Grande District Representative by July 31 st :  Submit Chapter Partner Agreement Workbook  Required  Must be submitted by July 31st  Submit Chapter Benchmarking and Reporting Workbook  Optional  Must meet CPA minimum standards to participate in C-Bar  Board of Directors Meeting  Update Chapter Board Roster  Submit to Terra Grande District  Hint: Honey Johnson!  Strategic Planning Meeting  Budgeting  Template sent to President and VPs  Goal: Balanced  Newsletter Articles Due CHAPTER CALENDAR

August  Board of Directors Meeting  Multi-Organization Networking Event  Board of Directors vote on balanced budget  Newsletter Articles Due CHAPTER CALENDAR

September  Board of Directors Meeting  VPs present tactical plans  Beginning of year Professional Development Meeting  Membership vote on balanced budget  Voting among chapter members present at PDM  Newsletter Articles Due CHAPTER CALENDAR

October  Board of Directors Meeting  Professional Development Meeting  Adopt – A- Highway Clean-up  Newsletter Articles Due CHAPTER CALENDAR

November  Board of Directors Meeting  Chapter Taxes Due  Chapter Insurance Fee Due  Professional Development Meeting  Coats for Colorado CHAPTER CALENDAR

December  Board of Directors Meeting  Adopt-a-Family  Shopping, Sorting, Wrapping, Delivery CHAPTER CALENDAR

January  Board of Directors Meeting  Review Tactical Plans  Professional Development Meeting  Newsletter Articles Due CHAPTER CALENDAR

February  Board of Directors Meeting  Professional Development Meeting  Newsletter Articles Due  Name Nominations Committee Chairman  Begin Board Officer nomination process CHAPTER CALENDAR

March  Board of Directors Meeting  Present Nominated Slate of Board Officers to Current Board of Directors  Vote on Slate of Officers  Professional Development Meeting  Newsletter Articles Due  Adopt – A – Highway clean-up CHAPTER CALENDAR

April  Board of Directors Meeting  Publish Slate of nominated Officers  Review Tactical Plans  Professional Development Meeting  Vote on Slate of nominated Board Officers at PDM  Voting among chapter members present at PDM  Newsletter Articles Due CHAPTER CALENDAR

May  Board of Directors Meeting  End of Year Professional Development Meeting  Installation of incoming Board Officers  Announce Member and Company of the Year  Begin planning August Networking Event  Order Board of Director Certificates and Gifts  Write letter of accomplishment / Thank You to each Board of Director and Officer  Adopt – A – Highway clean-up CHAPTER CALENDAR

June  Board of Directors Meeting  Present Board of Directors with Certificates, letters and gift  Update Chapter Board of Directors Roster  Submit to Terra Grande District Roster Manager  Honey Johnson  Enter Incoming Board of Directors (Key officers at minimum) on APICS website *  Strategic Planning Meeting * NOTE: Must be completed prior to June 30 th Or no one will have access to the roster on the APICS website! CHAPTER CALENDAR

June (Continued)  Prepare Chapter Partner Agreement Workbook to TGD Rep  Must be submitted by July 31st  Prepare Chapter Benchmarking and Reporting Workbook to TGD Rep  Must meet CPA minimum standards to participate in CBar CHAPTER CALENDAR

 This is my calendar  What is on your calendar?  Please share your Chapter’s unique calendar entries…….  Monthly Check list review monthly  Annual review of membership demographics  Goals Matrix reviewed monthly  Review marketing plan WHAT’S ON YOUR PRESIDENTIAL CALENDAR?

THANK YOU! Honey Johnson CFPIM, CIRM, C.P.M., CSCP Colorado Chapter President Terra Grande District Staff