1. Northeast District Meeting September 13, 2014

2. Education: Mission Critical for Chapters Lisa Ross, Master Instructor Development Triangle Chapter Raleigh, NC

3. EDUCATORS & INSTRUCTORS YOU ROCK!! THANK YOU

4. An Educational Vision “ To provide relevant education in the field of supply chain /operations management that enable businesses to innovate and run more efficiently.”

5. APICS Educational Objectives 2013-15 Point of Arrival: APICS is the leading source of content for building core organizational capabilities to manage all aspects of the extended supply chain. Goal: Deliver a globally recognized portfolio of products and services that are locally relevant, robust, and include emerging topics in extended supply chain management.

6. Educational Vision

7. Education Key Deliverables Provides a revenue stream for chapter operations Helps businesses obtain best practices Develops instructors Educated employees add value to companies Elevates members with practical experience and certifications

8. Revenue Generation Positive Cash Flow Profitable ROI for chapter Instructor Development Balance of expenses vs. income Private and public classes

9. Educational courses help customers/businesses develop and gain knowledge in industry best practices Educated work force adds to company value Happy Customers speak volumes Testimonials from great customer experiences elevate chapter value

10. Know your Customers Chapter Educational Considerations:  Are we easy to do business with?  Do we provide competitive advantage?  Are there Service Level Agreements?  Have we done a needs assessment?  Do we meet or exceed their expectations?  Exit surveys

12. Balanced Score Card Customer: Reliability, flexibility, sense of urgency and quality Financial: Money, space and time Internal Business Process: Continuous improvement, innovation, elimination of waste, sustainability Learning and personal growth: cross training, team participation, new skills, involvement in projects

13. APICS Merger with SC Council The merger unites two industry leaders with complementary offerings to create the premier global provider of supply chain research, education and certification programs. Together, SCC and APICS offer a single source solution for individuals and corporations looking to evaluate and improve supply chain performance. Both APICS and SCC believe that this combination creates a global leader in supply chain solutions, poised to benefit members, customers, partners and employees in several

14. APICS and SCOR SCC SCOR® content is already an important element in the APICS certification programs. Closer integration and further enhancements are anticipated as a result of this combination. APICS’s powerful network and global presence will enable greater access to SCC’s SCOR APICS and other training programs, and trained professionals who can use SCOR frameworks to implement improved supply chain processes. Ultimately, this will elevate global supply chain performance. SCC’s strong corporate relationships with supply chain leaders will increase access to key decision makers who champion supply chain training programs, leading to more opportunities to educate and certify supply chain professionals

15. Anticipated Benefits for Chapters  Expands potential membership  Increases visibility to corporate decision makers  Increases programming and networking options  Increases product portfolio  May increase local instructor pool  Provides new opportunities to existing APICS instructors  Enhances the APICS brand

16. Activity #1: Which is More Important? A. Students who LIKE you, or LEARN from you? B. Good presenters, or recruits with desire? C. In-house expertise, or different jobs at several companies? D. Activity facilitators, or lecturers? E. Public, or onsite courses? Where should you assign “less than best” instructors?

17. Instructors Chapter’s Best Resource  Face of chapter to customers  Active members  Industry practitioners  Subject matter experts  Valued by chapter

18. Recruiting the Right Attitude They’ve got to be in it for the students How long have they wanted to teach? What are their ethical standards? Test their patience and comfort zones with TTT and LDI Are they driven to be the best? Do they know it all? In what ways do they give back to the chapter??

19. How can Chapters develop instructors?? Expect Excellence Set high performance standards and stick to them Offer paid training with TTT, LDI, ASI and CFPIM Pay premium by class growth Maintain 5/6 rating Instructor training workshops

20. Challenge the Best Develop group exercises and workshops Cross teach with other chapters Engage in District events and APICS committees Presentations for conference

21. Educational Investments Keep updated equipment Asset Log Instructional Workshops Board events for instructors Current courseware Courseware annual updates

22. Celebrate Performance Capture all evaluations/ summarize Review and compare instructor ratings Biannual observation Balanced score card appraisals Mentoring and coaching Recognition Dinner

23. When OFI’s arise ….and they will Take corrective actions as needed Provide board with any declining trends Communicate clear educational metrics to board Gather other feedback Provide progress on corrective action plan Make it process driven not people driven

24. When is it time to say Good Bye? Own agenda Not in it for the students Everyone is not meant to teach No longer willing to make self improvements Tell them graciously thanks for what they did Not meeting chapter metrics/expectations

25. Share Success Testimonials Promotions or bonuses New positions Company Recognition Certifications Chapter Recognition

26. Educational Vision

27. Instructor Success= Students Success = Chapter Success!

28. Thank you very much Questions/Comments contact me @ Lisa_J_Ross@yahoo.com Or Pastpresident@apics-triangle.com