1. ISM-NVA’s Strategic Plan

2. Mission and Vision Vision The Institute of Supply Management – Northern Virginia (ISM-NVA) will be a progressive, not-for-profit organization that exists to educate, develop, and advance the purchasing and supply management profession. Led by an all volunteer Board of Directors, we will provide our fellow members educational resources, professional networking opportunities, and career management tools. Members of ISM-NVA will be recognized as world-class professionals. Mission To educate, develop and advance the purchasing and supply management profession, by providing opportunities to network, enhance professional skills, and increase the knowledge of our membership

3. 6 Key Imperatives of the Strategic Plan As a professional organization, we must present ourselves in the manner in which we would like to be recognized. We must be consistent in our presentation, execution, and product/program delivery to our members. To that end, our strategic plan will be comprised of the following key imperatives that will establish a foundation for future success: 1) Develop Framework for a Successful Organization 2) Establish and Increase Membership Base 3) Maximize educational opportunities 4) Support networking opportunities 5) Improve financial stability 6) Leverage communication tools to maximize educational opportunities and increase membership

4. Strategic Plan Imperative #1: Develop Framework for a Successful Organization Key imperatives for this initial year will include developing the framework that will allow for long term success. Therefore the following steps need to be accomplished: Develop business plans including plans related to membership, marketing and communications, financial governance, etc. File all needed documents with ISM, the Commonwealth of Virginia, and the Federal Government Develop organization support structure that includes representation across corporations that will reflect the diversity of our membership ImperativeGoalAction to Support the GoalResponsibleTarget Date for Completion 1Develop Framework for a Successful Organization File all needed documents with ISM Make sure that all needed documents are developed and are filed with ISM Irene MarnellOctober 30, 2012 2Develop Framework for a Successful Organization File all needed documents with Commonwealth of VA File Articles of Incorporation with VA Irene Marnell September 15, 2012 3Develop Framework for a Successful Organization File all needed documents with Federal Government File for tax exemption and EIN with federal government Irene MarnellSeptember 30, 2012 4Develop Framework for a Successful Organization Develop Organizational Support Structure Conduct elections for Board of Directors Stephen GuthAugust 1, 2012

5. ImperativeGoalAction to Support the GoalResponsibleTarget Date for Completion 4Develop Framework for a Successful Organization Develop Business Plans Oversight committee formationIrene MarnellOctober 30, 2012 5Develop Framework for a Successful Organization Develop Business Plans Develop membership plan and initiate recruitment actions within that plan Sarah Zhu October 30, 2012 6Develop Framework for a Successful Organization Develop Business Plans Develop financial framework, including establishing banking, financial tracking, and 3 year projections,. Steve BaileyOctober 30, 2012 7Develop Framework for a Successful Organization Develop Business Plans Develop marketing and communications plan and initiate web sites and social media Stephen GuthAugust 1, 2012 Strategic Plan Imperative #1: Develop Framework for a Successful Organization

6. Growth Plan: ISM-NVA’s primary focus is to grow membership with a goal of an increase from current 35 confirmed members to 91 by the end of 2012 and an increase of additional 5 members per month in average for the following two years. Recruiting new members becomes extremely critical to a new formed chapter. Our target groups specifically are 1) those who currently work in the supply management field, 2) those with an interest in supply management but who may not necessarily work directly in the field, 3) those who were members in the past and let their membership lapse for various reason, 4) college students and 5) professors. During the first month of the recruiting process, we discovered that some of the companies only allow their employees to join one professional association; therefore, we believe that promoting the ISM brand as well as the benefits of the membership from ISM and local chapter is the key to attract new members. The main actions identified are as follows: Recruit at ISM conference and other functions (such as annual IFI Procurement Forum) Direct contact with major corporations in VA area Outreach to local colleges and universities Seek online recruitment options through linkedin and other social media tools Promote solid education program content with best-in-class guest speakers and offer opportunities for involvement Encourage board members and committee chairs to spread out, at least one to each table during monthly meeting. Have them introduce themselves and engage the conversations with new members on ISM-NVA activities and member benefits. Provide trail membership option Strategic Plan Imperative #2: Membership

7. Retention Plan: ISM-NVA’s goal is to ensure that our members’ expectations are met or exceeded. At the early stage of the formation of the chapter, we determined ourselves to be a highly member-focused organization. We plan not to lose any members for the first year and following two year with no more than 2% of members during the membership renewal process. We determine to map out our strategies based on concentrating on the following areas to achieve our objective: Initiate and develop a new member welcome program, such as buddy program Issue certificates of membership to all new members Proactively communicate to members of upcoming local events and opportunities Survey members for feedback on the current program offerings, future potential speaker topics, and thoughts on how to better meet their professional development requirements. Host prize for members who can bring in the most new members Provide free trainings to members who are interested in pursuing supply management certifications Initiate and develop member recognition programs. For example, offer as many volunteer opportunities as possible and recognize their efforts at the end of fiscal year and service award Strategic Plan Imperative #2: Membership

8. ImperativeGoalAction to Support the GoalResponsibl e Target Date for Completion 1 MembershipRecruitmentDevelop and/or obtain information materials for distribution Sarah ZhuAugust 30, 2012 2 MembershipRecruitmentEstablish contacts with major corporations in VA area and colleges/universities Sarah ZhuOn-going 3 MembershipRecruitmentEstablish online recruitment options through LinkedIn and other social media tools Sarah ZhuOn-going 4 Membership RecruitmentActively promote ISM at various venues as opportunities are available and target at least one major corporation each quarter. Sarah ZhuOn-going 5 MembershipRecruitmentDevelop attractive membership fee and promotion al incentives to join ISM Sarah ZhuSeptember 1, 2012 6 MembershipRetentionInitiate and develop a new member welcome program, including membership certificates, welcome package, and establish a buddy program Sarah ZhuDecember 31, 2012 Strategic Plan Imperative #2: Membership

9. ImperativeGoalAction to Support the GoalResponsibl e Target Date for Completion 7 MembershipRetentionSurvey members for feedback on the current program offerings, future potential speaker topics, and thoughts on how to better meet their professional development requirements Sarah ZhuMarch 30, 2013 8 MembershipRecruitmentHost prize for members who can bring in the most new members Sarah ZhuJune 2013 9 MembershipRecruitmentInitiate and develop member recognition programs. Sarah ZhuJune 2013 Strategic Plan Imperative #2: Membership

10. One of ISM-NVA’s most important imperatives is to maximize the education opportunities provided to our membership. We will take a multi-faceted approach to this that includes the following: Support educational opportunities that fit the needs of our members by actively soliciting their input for training requirements, including offering customer training to corporate groups. Promote ISM certification training Increase the awareness of other ISM forum group with available certification Canvas hiring organizations to see what skills are needed for future advancement in their corporations Compile certification study materials for member use Conduct training through conferencing services in addition to traditional formats. Strategic Plan Imperative #3: Maximize educational opportunities ImperativeGoalAction to Support the GoalResponsibl e Target Date for Completion 1 Maximize educational opportunities Provide education that fits the needs of our members Survey members for feedback on the current program offerings, future potential speaker topics, and thoughts on how to better meet their professional development requirements Dale Bartholomew December 31, 2012 and on- going 2 Maximize educational opportunities Promote ISM certification training and Increase awareness of ISM training and certifications Work with communication and marketing to develop materials to promote educational opportunities and certification programs Dale Bartholomew June 2013 3 Maximize educational opportunities Provide education that fits the needs of our members Line up speakers and instructors several months in advance that fit with the educational needs of members, including certification training. Work with the Director of Programs to find venues that suit the needs of our members Dale Bartholomew June 2013

11. Strategic Plan Imperative #3: Maximize educational opportunities ImperativeGoalAction to Support the GoalResponsibl e Target Date for Completion 1 Maximize educational opportunities Canvas hiring organizations to see what skills are needed Develop list of hiring organizations to determine what skills are needed. Develop communications channels on-going Dale Bartholomew December 31, 2012 and on- going 2 Maximize educational opportunities Provide education that fits the needs of our members Compile certification training materialsDale Bartholomew October 15, 2012 3 Maximize educational opportunities Provide education that fits the needs of our members Establish alternative training including web-conference s Dale Bartholomew March 2013

12. Supporting our members by providing networking opportunities that are both professionally beneficial and fun is one of the pillars of what ISM-NVA wants to accomplish. Specifically we want to:  Increase the communications among professionals and students to promote to profession  Provide opportunities for “birds of a feather” groups to discuss current supply chain issues  Promote opportunities for members to be more accessible to hiring organizations  Set up mentoring programs for more junior members Strategic Plan Imperative #4: Support networking opportunities ImperativeGoalAction to Support the GoalResponsibl e Target Date for Completion 1 Support networking opportunities Increase communications Set up networking functions and social events regularly Judy Pines“Speed Networking” – October 30, 2012 Others ongoing at least one a quarter 2 Support networking opportunities Provide “birds of a feather” groups of interest Canvas members for areas of interest and provide forums appropriately Irene MarnellJune 2013 3 Support networking opportunities Promote opportunities for members to be more accessible to hiring organizations Establish contacts with staffing firms and hiring managers and establish web and social media links through LinkedIn, Facebook, Twitter and include invitations to hiring firms Silva GomezJune 2013 4 Set up mentoring programs for more junior members Set up mentoring programs Set up mentoring programs one-on-one with more junior members Irene MarnellMarch 2013

13. We will not be able to accomplish our goals unless we establish financial stability. As a young organization, this can be challenging. Our efforts will include:  Maintain sufficient revenue stream to support educations programs  Maintain fiscal responsibility in managing our expenses  Maintain available funds for speakers, presenters, instructors Strategic Plan Imperative #5: Improve Financial Stability ImperativeGoalAction to Support the GoalResponsibleTarget Date for Completion 1 Improve Financial Stability Obtain and maintain revenue Set up dues structure that will be attractive to new members and actively promote new members Sarah ZhuStructure by Oct 1, 2012 Other efforts ongoing (see membership) 2 Improve Financial Stability Obtain and maintain revenue Develop committee to be responsible for on-going opportunities such as 50/50’s Irene MarnellOn-going 3 Improve Financial Stability Manage expensesDevelop budgets and points of control.Steve BaileyOctober 1, 2012 4 Improve Financial Stability Manage expensesReview financials monthly with board to assure compliance with budgets Steve BaileyOn-going Improve Financial Stability Maintain funds for speakers Generate structure for charges for events attended by non-members, and maintain budget controls Steve BaileyOn-going

14. Communications and especially reaching younger professionals will be important to maintain the levels of interest of members. To do this we will examine the following opportunities and avenues for effective communications:  Website  Social Media  Flyers – Dinner Meetings, Special Events, Seminars, Training  Newsletters – Presidential Quarterly Letter  Electronic notifications  Conferencing services Strategic Plan Imperative #6: Leverage communication tools ImperativeGoalAction to Support the GoalResponsibleTarget Date for Completion 1 Leverage communication tools Establish and maintain communications Establish and maintain websiteDirector of Marketing and Communications Establish website – Sept 1, 2012 Maintain website - ongoing 2 Leverage communication tools Establish and maintain communications Establish marketing plan for on-going events Director of Marketing and Communications Develop plan – Nov 15, 2012 3 Leverage communication tools Establish and maintain communications Establish social media sitesDirector of Marketing and Communications Establish social media avenues – Sept 1, 2012 4 Leverage communication tools Establish and maintain communications Establish avenue for conferencing and webinars. Director of Marketing and Communications Conferencing – Sept 1, 2012 Webinars – Jan 31, 2013

15. SWOT ANALYSIS STRENGTHSWEAKNESSES Clean slate approach – open to new ideas Newness Focus on Member Needs Visibility of ISM-NVA to potential corporate members Affordability of dues and educational information Support of ISM – Chapter Relations Strong relationships with other organizations (APICS, NCMA, etc.) OPPORTUNITIESTHREATS Provide focused training opportunities for membersCompetition for membership Collaboration with other organizations (APICS, NCMA, etc.)Low cost education channels (i.e. webinars) Flexible locationsHesitation of potential members to change affiliation Greater networking and social events