CPA/CBAR Best Practices Joint District Meeting – August 8, 2015 Sue Franks, CFPIM, CSCP Southwest District Standards

What is CPA and CBAR? CPA: Channel Partner Agreement (Required) CBAR: Chapter Benchmarking and Reporting (Optional) Excellence In: MembershipEducation ProgramsFinance Marketing and SalesCommunity Recognition

Expected Outcomes for C-BAR Participants Easy identification of opportunities for growth Ability to promote challenges Access to a great administrative tool Demonstrated benefits of continuous improvement Identification of meaningful metrics and measurements Recognition / shared achievements, accomplishments and innovations

CPA Document Requirement Review Member Survey BOD Meeting Minutes CPA Letter of Compliance CPA Letter of Assertion – Financial Responsibiity

CBAR (Optional) Documentation Requirements Marketing Plan APICS Certifications on Chapter Website Planned vs Actual Budget and Year End Report Strategic Plan Chapter Metrics Narrative & Innovations Document

Best Practices Identified in Past Years  Teleconferencing for board meetings  Anaheim worked with California Department of Unemployment so participants can use unemployment benefits for classes (retraining)  Tucson and San Diego use CPA/CBAR to focus BOD activities  LA developed an online interest tracking tool  SGV piloted a 6 session workshop on critical CPIM concepts as an orientation course to gain participation

What Are Your Best Practices?          

Thank You! Sue Franks, CFPIM, CSCP Southwest District Standards