apics great lakes district may 2, 2015 district recalibration
TRANSCRIPT
APICS GREAT LAKES DISTRICT
May 2, 2015
District Recalibration
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What is a “District”?
• A defined geographic area
• APICS has more than 200 local chapters in North America, which are divided into 9 geographic Districts.
• Established to provide structure for Chapter management training
• Each District elects a District Manager through a special nomination committee made up of chapter leaders within the District.
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District Map
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APICS District Support
APICS chapters are supported by the following volunteers:• District Managers Committee (DMC)• District Managers (DM)• District Volunteer Team
As well as APICS corporate staff:• District and Chapter Services Department• District Channel Manager (DCM)
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Supported By:
Corporate
Supported By:
Districts
Supported By:
Chapters
APICSMembe
rs
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History of District
• Great Lakes District created at Conference 2006• Merger of Region 13 and Region 14
• First Year of operation 2008
• Now on 3rd District Manager
• Strategic Planning never performed in District – until 2015
• Volunteer Leadership Team met on January 31
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Strategic Priorities for 2015
1. Best Kept Secret – Jim Tilton
2. Student Involvement/Topics – Rosemary Van Treeck
3. Add Strategic Staff – Keith Johnson
4. Chapter Leadership/CPA – Jim Tilton
5. District Funding – Larry Simon
6. Meeting Checklist/Chapter Recognition/Fun – Jeff Taft
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Best Kept Secret&
C P A
Jim Tilton, CPIM
Central Indiana Chapter
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The District Manager has a volunteer District support staff to assist with; The development and implementation of chapter management
training– Sources– Handbooks– Web based data – Other Chapters
– Coordination of efforts – Facilitation
– Training– Sharing
And two-way communication between APICS corporate and the local chapter.
– Direction – Changes– Goals– Concerns
These individuals serve on the District Manager Committee and provide support and guidance to enable chapters to meet the minimum standards in promoting the objectives of the Association.
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APICS
Great Lakes District
Illinois
Chicago
Fox River
Central IL
Lincoln Land
Rock Valley
Chapter
Indiana
Central Indiana
Ft. Wayne
Michiana
Wisconsin
Racine
Kenosha
Fox Valley
Michigan
Grand Rapids
Detroit
Southwest
Michigan
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Student Involvement Priorities
1. Increase student attendance at May and September district meetings
2. Increase student involvement in professional chapters
3. Increase student to young professional retention and participation
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Student Involvement Priorities
1. Increase student attendance at May and September district meetings
1. Coordinate communication between student and parent chapters
1. Communicate dates/agendas earlier2. Promote chapters funding student expenses
2.Have meaningful content for students1. Topics of interest to students2. Networking time for student/professional interaction
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Student Involvement Priorities
1. Increase student involvement in professional chapters
1. Students on professional chapter boards2. Students as PDM speakers or pre-dinner presentations3. Student night at professional chapter4. Mentor program for students5. Promote internships6. Promote summer jobs; full time openings
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Student Involvement Priorities
1. Increase student to young professional retention and participation
1. Professional chapters follow students movements, share with “new” professional chapter
2. Inform new chapter, share information3. New chapter invite the new young professional4. Engage all new members, young and old
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IDP Recertification Requirements
1. IDP Recertification requirements
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Review of GLD Budget
Working Together to Solve a Problem
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Major Costs of GLD
Student Case Competition
May and September District Meetings
Annual APICS Conference District Dinner
Training of instructors (TTT, LDI, AIS)
Miscellaneous costs
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High Level Review
2014 Actuals
Meetings 50,864
APICS Conference 7,696
Misc. 2,798
Total $61, 358
2015 Budget
34,250
0
4,800
$44,050
Reduction of 28.2%
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Source of Funds
2014APICS $45,550
Fees for Case* 13,750
Chapter donations* 900
Total $60,200
Fees allocated 100% to students
Chapter fees go towards Friday night mixer costs
2015APICS $44,050
Fees for Case 13,200
Chapter donations 2,000
Job Interview Donations 3,500 $62,750
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Projections for 2015
Expenses as of 3/31/2015$34,062
May meeting projected costs 5,000
September meeting projected costs 5,000
Misc. 2,000
Total $46,062
Over budget by approximately $2,000
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Issues Facing Great Lakes District
Current funding is insufficient to support programs
GLD wishes to expand ways to support chapters in district
GLD wants to increase volunteer staff
Funding delta may prove too great
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Ideas for Reducing Costs
No APICS Conference GLD party
Reduce expenses for staff (travel and room) per event per person
Reduced gift bag costs (swag)
Negotiate cost efficient contracts given location requirements
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Ideas for Increasing Revenue
Request monetary support of Student Case Competition from companies participating in Student Job fair. Estimated revenue $2,500.
Request support of chapters for GLD meetings once per year. For example, donation of a dollar per member for each chapter for one district meeting per year.
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Meeting Checklist/ Chapter Recognition/ Fun
• Meeting Checklist • Create meetings around the KPI• Make sure we cover the topics we need to cover• Standard way to run every meeting
• Chapter Recognition• Increase the Recognition of Chapters• Recognize Chapters on KPI
• Fun at Meetings / Themes• District Meetings need to not only provide information and
a means for open communication• We need to make these FUN
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Meeting Checklist/ Chapter Recognition/ Fun
Meeting Checklist • Student Case Competition• Spring & Fall District Meetings• Instructor Education
We are currently gathering examples of different checklists to begin the process of creating the different checklists.
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Meeting Checklist/ Chapter Recognition/ Fun
Chapter Recognition• The Goal of Chapter Recognition:
• To formally recognize chapter successes and innovative ideas
• To facilitate the sharing of ideas among chapters, thus encouraging and supporting the activity of all APICS Great Lakes District chapters
We are currently looking into ways to increase our recognition of Chapter accomplishments.
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Meeting Checklist/ Chapter Recognition/ Fun
Fun at Meetings / Themes• The purpose of District Meetings is to:
• Provide updates on APICS topics• Provide Training to Chapter Leaders• Provide a forum for sharing ideas
• We need to add a FUN element to our meetings
We are currently looking into ways to add fun activities or events to out meetings.
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Meeting Checklist/ Chapter Recognition/ Fun
We are looking for Input from the Chapter Leaders!
Thank You