1. APICS Strategy Meeting
6/3/2017

2. Agenda for Today
Opportunities for Improvement and Level Set Expectations
Define Success Criteria
What does Success Look Like?
SWOT Analysis
Targets for 2018 School Year
Review SCM
Review Budget
Budgetary Requests
Build Strategy & Timeline using Success Criteria

3. Opportunities for Improvement
Productive Board Meetings
Preliminary Agenda to be sent 2 – 3 days prior to meeting
Board Members to review Agenda and add topics as needed
Treasurer must provide a copy of both the Budget and Monthly Summary prior to meeting, board members to review and approve.
Vice President to have SCM Document ready for review
President and Vice President to review SCM and ensure team is pacing towards gold, closing gaps along the way
Track member participation in meetings and PDM’s
Create Key Performance Indicators to have fact based board conversations
Board Member to Attend Parent Chapter Board Meeting

4. Opportunities for Improvement
Membership and Involvement
Strategize using Marketing Campaign
Speak to Business 100 level classes to drive membership
Create sub committees to involve more members with initiatives
Plant Tour
PDM
Volunteering
Fund Raising
Meetings

5. Opportunities for Improvement
Technology and Social Presence
Influence the use of technology and systems available
Campus Connect
Publish News Articles
Event RSVPs
Documentation Storage and Management
Track Corporate Membership and Influence free APICS membership
Qualtrics
Create Surveys and track chapter performance one per semester
Office 365
Meeting Notices sent to all members for all meetings
APICS.org
Maintain Board Roster
Run Membership Reports

7. What Does Success Look Like?
Rate the following from 1 – 5 on the Whiteboard
Rate the Documentation
Rate our Effectiveness
Rate our Efficiency
Rate our Quality
Rate our Adherence
Rate our APICS Board and Student Communication
Rate our External Communication
Rate our Overall Execution

9. TARGETING
GOLD
in 2018!

11. Build Strategy & Timeline
Using Success Criteria

12. APPENDIX

13. Connected in North America by chapters and student chapters
What is APICS?
Premier professional association for supply chain and operations management. Provider of research and education within the supply chain discipline, offering professional certifications to advance careers.
Connected in North America by chapters and student chapters
Over 40,000 Members
In 200 Countries
Formed in 1957
World Class Resources for Supply Chain / Operational Management
Internationally Recognized in 1961 Hamilton Ontario Chapter
CPIM introduced in 1973
CSCP Introduced in 2006
Chapters share best practices, workshops, webinars, training.
Formerly known as the American Production and Inventory Control Society (APICS)

14. UW-Parkside Student Chapter Update
5 Board Members
28 Members
Meetings Start Fall 2016 Semester
Chapter Meetings / Events consist of:
Free Food & Drink!
Certification Information Sessions
Industry Specific Professional Speakers
Plant Tours at Local Businesses
Participation and Preparation for Annual Student Case Competition
Attend Parent Chapter Professional Development Meetings (PDMs)
Giving back to the community through volunteering
Resume Update / Distribution to local companies
Successful future in Supply Chain Management

15. Membership is as easy as 1 – 2 – 3
How to get involved.
UW – Parkside Student Chapter Member
CampusConnect.uwp.edu/organization/APICS
APICS Corporate Student Member
APICS.org/join
Attend Student Chapter Meetings & Events

16. Student Chapter Board Members Openings - Fall 2016
President
Matthew Anderson
Overseer entire chapter
Create Strategy for Growth
Vice President
Oversee processes and share duties with president.
Drive yearly chapter assessment
VP - Programs, Events, & Education
Work with board to establish ideas for programs & events
Coordinate events and pursuit involvement of parent chapter
VP – Membership
Manage active membership log and recruiting
Establish plan to drive increased membership
Coordinate social media presence including Facebook and Campus Connect.
VP - Public Relations
Kasie Calles
Interfaces with community to build rapport with local organizations.
Creates newsletter and manages press releases.
Treasurer
Arturo Cruz
Maintain budget and financial statements, as well as annual chapter assessment.
Secretary
Ensure meeting minutes are taken each meeting , organize agendas, and maintain officer roster.

17. President / Vice President
Grant Bleashka President

18. Driving this Success… through relationships
“Six degrees of separation works – the people you know, know people, who know people.”
Maintaining Partnership with School of Business, Economics, and Computing
Developing and maintaining a presence
Partnering closely with Local Business
Partnering with local community service leaders
Conducting regular open chapter meetings for students
Educating new students early in college career

19. Sustainable Strategic Planning
Inputs
Environmental Scanning – learning the industry and conducting SWOT Analysis on chapter and benchmarking other organizations.
Mission Statement – “The mission of the APICS UW-Parkside Chapter is to be the leading edge of networking and learning opportunities for students and its community employees, focused on Supply Chain through consumable manufacturing and service related businesses.”
Core Competencies – Free Membership for Students, Access to APICS Body of Knowledge, the importance of supply chain to business, and Networking with Industry Professionals

20. Sustainable Strategic Planning
Outputs
Business Strategy
Constitution & Bylaws
Student Chapter Management Program
Category Strategies

21. Points – Student Chapter Management Program
Awards for Educational Material Certificates
Award Level
Minimum
Maximum
Gold ($75)**
450
650
Silver ($50)
350
449
Bronze ($25)
250
349
** Platinum ($275) if Gold 5 consecutive years in a row

22. Points Breakout
Administration – President / Vice President

23. Programs, Events & Education
Matthew Anderson VP – Programs, Events & Education

24. Education Case Competition
Student competition had 16 universities compete in 2016
Consisted of 24 teams
Teams are given a case to examine and must complete over night
Examine a break in a supply chain and create strategy to make the supply chain efficient.
Prizes as of 2016:
1st - $1000
2nd - $800
3rd - $500
The best students will calculate order quantities and expected profit and compare strategy. Follow recommended solutions.

25. Education Certifications
This is a high level view of the two core certifications,
Think of the green section as the leaves on the tree and the brown section as the roots.
CSCP is the overview of the detail provided in CPIM

26. Focuses on high level supply chain objectives:
Supply Chain Management Fundamentals
Supply Chain Strategy, Design, and Compliance
Implementation and Operations
Through certification, you develop:
Strategies to effectively manage global supply chain activities
Understanding of how to effectively utilize Enterprise Resources Planning (ERP) systems
Demand forecasting and effective management techniques
1 Exam
3 Modules
Focuses on high level supply chain objectives:
Supply Chain Management Fundamentals
Supply Chain Strategy, Design, and Compliance
Implementation and Operations

27. Consists of Five “Modules” that offer an in depth look at:
Basics of Supply Chain Management
Master Planning of Resources
Detailed Scheduling and Planning
Execution and Control of Operations
Strategic Management of Resources
Primary focus on manufacturing competencies:
Materials management
Master scheduling
Production planning
Forecasting
Quality improvement
5 Modules
5 Exams
Consists of Five “Modules” that offer an in depth look at:
Basics of Supply Chain Management
Master Planning of Resources
Detailed Scheduling and Planning
Execution and Control of Operations
Strategic Management of Resources

28. Self Study Program Launches in July 2016
Eight modules have been identified for the CLTD Body of Knowledge
Logistics and Supply Chain Overview
Capacity Planning and Demand Management
Order Management
Inventory and Warehouse Management
Transportation
Global Logistics Considerations
Logistics Network Design
Reverse Logistics and Sustainability
Self Study Program Launches in July 2016
First Exam Available October 2016
8 Modules
1 Exam
Self Study Program Launches in July 2016
First Exam Available October 2016

29. Programs Student Chapter Meetings
Create a semester calendar of all events
Three student chapter meetings per semester
At least two meetings will be devoted to education related to resource management
APICS educators will serve as guest speakers about exams and education
Members will have ability to give student presentations at meetings
Coordinate and/or participate in student information exchanges with other chapters
Calendar should include all meeting dates and events.

30. Events Plant tours and PDMs Plan and conduct plant tours. PDMS:
Two to three tours per school year
These will either be in the local area or planned as a retreat
PDMS:
Student Members can attend a professional (parent) chapter meetings
Speakers talk about their career or trends in the industry and new techniques
Offers great networking opportunity

31. Education, Programs & Events
Extraneous Developments
Establish a program with local industries to help student chapter gain an understanding of resource management
Attend technical seminars or workshops
Conduct a presentation at a high school career fair
Work with students to participate in supply chain based internships

32. Points Breakout
VP – Programs, Events, & Education

33. Membership
Kasie Calles VP - Membership

34. Membership Duties Maintain official membership roster
Ensure membership satisfaction through surveys
Hold Yearly Welcome Meetings
Present the Student Member of the Year Award
Motivate members to be continuously active
Develop new ways to promote chapter growth

35. Membership Needs Surveys
Surveys will be created using Qualtrics on the University’s campus website
Will assess the needs and interests of the members
Meeting topics, times and locations
Plant tour suggestions
Member satisfactory

36. Welcome Meetings
Will be the first student chapter meeting each school year
To be held within the first three weeks
Great opportunity for new members to engage with current members
Helps new members understand the organization and it’s goal as a whole

37. Student Member of the Year Award
Given to an outstanding student who has shown superior contribution to the chapter and APICS headquarters
Voted on by the Board of Directors
Award will be personalized based on the student

38. Promoting Student Chapter Growth
Conduct a membership campaign partnered with VP – Public Relations
Give informative presentations about APICS to business classes
Attend high school career days within
our community

39. Points Breakout
VP - Membership

40. Public Relations
Alyssa Perugini VP- Public Relations

41. What is Public Relations?
“The actions of a corporation, store, government, individual, etc., in promoting goodwill between itself and the public, the community, employees, customers, etc.”

42. What our goals actually are:
Internal communication- I would be the one to communicate within Parkside by sending out mass s giving notifications on when meetings would be and also have that be apart of the newsletter
Media relations- is basically getting the word out about APICS in anyway through the media.
Event planning- I would contact people to set up events with them but then programs and events would take over, I basically would be the face of it.
Crisis communication- if there ever were to be a problem or our reputation was at stake, I would be the one to handle it
Community relations- getting in touch with the commuity, so this could be through volunteer work (like homeless shelters, Red Cross blood drive, big brother/big sister, etc) ALSO getting in contact with local businesses to visit
Reputation management- Keeping a good image, simple as that. So make APICS look the best of the best.
Digital/new media- Make sure people have easy access to newsletters, and any type of digital content. Keep people updated.

43. How to Exceed Each Goal External Relations
Within the first year contact at least 10 local industries and at least 5 volunteer programs:
Reach out by calling/ ing/meeting in person
Follow up
Schedule for the next year to visit
Send a thank you 
Ideally contact up to 20 local industries and 10 volunteer programs
It may seem like a lot to contact but each company we contact does not mean they will follow through, that is why we should contact so many companies.

44. How to Exceed Each Goal Internal Relations
Grow presence at R.O.A.R and local high schools
At least 2 members of the board go and represent APICS
Post at least 3 news articles a week on campus connect
Articles will be on logistics management, supply chain management, APICS, etc.
Advertise
Flyers on bulletin boards, paint on windows, bridge tables
By doing this contact creative services at least 72 hours in advance
Reserve windows and tables on VEMS
Send out mass s
Send newsletters and notifications to when and where APICS meetings will be through ranger mail
Who ever signs up with APCIS on campus connect, maybe send them a personal saying thanks for coming and if they have any questions about anything us! Instead of just sending out s make it personal to exceed the goal?

45. Points Breakout
VP – Public Relations

46. Treasurer & Secretary
Arturo Cruz Treasurer

47. Treasurer Chapter Assessment
Yearly chapter assessment will be done before March 31
Assessment award year runs from April 1-March 31
Use Excel sheet to keep track of points

48. TARGETING
GOLD
in 2017!

49. Treasurer Budget Sheet Create Budget Estimate the expected expenses
Report income on financial statement
Excel template on Campus Connect

50. Treasurer
Budget Sheet

51. Secretary Meeting Minutes
Maintain the meeting minutes of all meetings then posting the meeting minutes to Campus Connect.
Keeping a record of the official roster.
Assist any board members of any administrative requests.