C-BAR Discussion Rich Bayley, CPIM, CPSM, CIPC Executive VP, Central Indiana Chapter Great Lakes District Meeting May 2014

2 © APICS Confidential and Proprietary C-BAR Discussion May 2014 Agenda: What do we want from this discussion Brief Overview of CPA & C-BAR Suggestions for Ongoing Management of C-BAR Open discussion of participant needs.

3 © APICS Confidential and Proprietary C-BAR Discussion May 2014 What do we want from this discussion? Suggestions to better manage the process? Discussion/clarification on questions?

4 © APICS Confidential and Proprietary C-BAR Discussion May 2014 CPA Requirements Overview: Section formerly known as Chapter Minimum Standards This area is mandatory for all chapters Consists of 16 Questions over 6 sections (focus) Customer Expectations (2) Communications (2) Professional Development Events (1) Education (2) APICS Participation (8) Financial Responsibility (1)

5 © APICS Confidential and Proprietary C-BAR Discussion May 2014 C-BAR Submission Overview: This Section is optional, but strongly recommended Consists of 67 Questions over 10 sections a.Customer Expectations / Marketing – 55 Points (6 questions) b.Communications – 45 Points (5 questions) c.Professional Development Events – 40 Points (6 questions) d.Education – 60 Points (6 questions) e.APICS Participation/External Support – 60 Points (6 questions) f.Financial Responsibility – 25 Points (4 questions) g.Membership – 35 Points (4 questions) h.Chapter Management – 75 Points (9 questions) i.Student Chapters/Other Organizations – 100 Points (16 questions) j.Narrative & Innovations – 30 Points (5 questions)

6 © APICS Confidential and Proprietary C-BAR Discussion May 2014 C-BAR Submission Overview: Documentation Required (If you claim points for these sections, documentation is required)  Marketing Plan (Sub-Sections A-1, I-11, I-12)  Corrective action plan included in narrative for not meeting PDM attendance goal (Sub-Section C-3)  APICS certifications on the chapter website (Sub-Section D-6)  Planned vs. Actual Year-end Budget Report (Sub-Section F-1)  Strategic Plan (Sub-Sections H-1, I-11, I-12)  Chapter Metrics (Sub-Section H-4)  Narrative Document (Sub-Section J, questions 1-4)  Innovations Document (Sub-Section J, question 5)

7 © APICS Confidential and Proprietary C-BAR Discussion May 2014 C-BAR Submission Overview: 525 Possible Points 150 minimum for Bronze Award 235 minimum for Silver Award 345 minimum for Gold Award

8 © APICS Confidential and Proprietary C-BAR Discussion May 2014 Suggestions for Ongoing Management of C-BAR Bad Idea: Don’t even attempt to fill out Section #2 (C-BAR) Bad Idea: Wait until June to gather information for the submission. Good Idea: Start filling out the form & keeping documentation in August Good Idea: Make monthly inputs to the submission. Bad Idea: Only use C-BAR for the awards. Bad Idea: Assign one person to work independently on C-BAR. Good Idea: Assign each section or question to a board member. Good Idea: Make C-BAR part of Board Member’s Monthly Report

9 © APICS Confidential and Proprietary C-BAR Discussion May 2014.

10 © APICS Confidential and Proprietary C-BAR Discussion May 2014 Open discussion of participant needs.