strategic plan 2011-2015 update

2011 – 2015 Strategic Plan Update

APICS Piedmont Triad Chapter Strategic Plan: Updated 2011 – 2015

Piedmont Triad Chapter of APICS:Who We Are


Piedmont Triad Chapter: Who We Are

The Piedmont Triad Chapter is the local affiliate of APICS The Association for Operations Management serving North-central North Carolina and South-central Virginia area. The chapter is working to achieve its vision of “Creating sustainable excellence in Supply Chain and Operations Management in a dynamic environment”. We bring value to individuals, organizations and our communities by providing leading-edge educational and networking opportunities that support continued personal and organizational growth.

Our Vision

Creating sustainable excellence in Supply Chain and Operations Management in a dynamic environment.

Our Mission

We bring value to individuals, organizations and our communities by providing leading-edge educational and networking opportunities that support continued personal and organizational growth.

Our Values

Integrity Customer-focused Teamwork We do what we say we will do Continually deliver value Supportive Diversity Validation of professional skills through certification Continuing professional development


The Strategic Planning Process


Strategic Planning Process

We are fortunate to have a number of seasoned members on our current Board of Directors. Each of them brings a vast amount of experiences from the professional and volunteer sector. As such, we entered our strategic planning process with a breadth of strategic planning experience.

The Board of Directors believed it was important to take a structured approach to the strategic planning process and involve as many interested parties as possible. The following graphic depicts the Strategic Planning process we followed to develop the plans that follow:

Board Transition + Strategic Planning Process: Piedmont Triad Chapter


Major Strategic Initiative (MSI) Candidates

We used an affinity process to identify as many solutions as possible. The group distilled the ideas into 9 major strategic initiatives as follows:

1. Identify/connect with senior management

2. Chapter administration

3. Web presence

4. School outreach

5. Community service

6. Outreach

7. Increase/broaden presence

8. Assist members in transition

9. Partner with other associations

Before our final meeting, each member of the Board received a strategic plan survey. Those surveyed were asked to identify the top three MSI candidates that would favorably impact each of the following objectives:

1. To continually have year-over-year growth in our membership

2. To increase and enhance members’ participation

3. To expand the market awareness of APICS and the Piedmont Triad Chapter


The individual results were tallied and reviewed at the fifth and final strategic planning meeting. The top six MSI’s identified by the Board of Directors identified following were:


2. Web presence

3. Outreach

4. Increase/broaden presence


6. Support for members-in-transition

Discussion followed on how many MSI’s the Board of Directors believed were realistic to achieve based on resources and focus. Further review of the MSI’s saw similarity between Outreach and Increase/broaden presence, so the Board chose to combine these initiatives. The group voted and selected the top four major strategic initiatives:


2. Web presence

3. Outreach & Increase/broaden presence



The Results: Major Strategic Initiatives


MSI #1: Identify/connect with senior management

The following tactics were identified as possible ways to achieve this initiative:

Develop company profiles for Ops in area Identify top managers by company Target HR to promote certification awareness and chapter offerings Target senior management for PDM’s Develop marketing material to connect Identify “WIIFM” for senior managers buy-in

A subgroup proposed the following actions for inclusion in the 2011-2012 Operating and Marketing Plan:

1) Survey the current chapter’s membership to gather information on the following tiers of managers:a) Immediate Supervisorb) Operations Managerc) CEOa) HR Manager

This information will be used to create a database of Senior Managers and their contact information.2) Send APICS information/brochures/certification to area Senior Managers to educate about our Chapter’s benefits.3) Hold a social/mixer and invite area Senior Managers to discuss their professional development needs for their employees. Use as

an opportunity to extend invitation to classes or offer to have a specific topic for that company.4) Invite Senior Management to April PDE at Volvo Communication for Leadership Night emphasis.5) Expand the database to include participants who aren’t members yet.6) Consider joining Chamber of Commerce for Greensboro, High Point, Kernersville to expand APICS influence.


MSI #2: Web presence


Market PDM’s as PDE’s Include personal experiences New website solution More frequent updates; current information Improve attraction through interest Improve navigation Easier updates Link social media


1) Evaluate whether to stay with iChapter or move to another website program. The team suggests surveying the other chapters in the Southeast District to understand what website programs they use. If a large percentage of the chapters use iChapter, they could leverage their strength together to push iChapter to fix the program’s bugs and improve their product. The survey could also provide insight into what other website programs are available.

2) The team should also ask APICS headquarters if it has a website program recommendation. 3) Regardless of the program being used, the website should contain current chapter information including the by-laws, identity

statement, vision, mission, event schedules and a list of board members (with their pictures if they agree). 4) The website should also contain a Board member login and chapter board document storage. Additionally, it should be

technologically up-to-date with features such as links to social networking and a hit tracker.


MSI #3: Outreach & Increase/broaden presence


Increase personal contacts w/members and visitors Special meet & greet functions outside PDE’s Phone call process for inactive & new members, and visitors Use VOC from non-members and inactive members to identify gaps Co-sponsor opportunities Trade Show presentation Service industries campaign Healthcare thrust Local media spotlight Chamber of Commerce presence to small businesses Special interest groups Pro bono assistance to start-up businesses Assist medium-size businesses in need



MSI #4: Chapter administration


Recruit/develop chapter leadership; market skills learned More teaming; matrixed responsibility functions BOD business cards Set goals and monitor progress Update BOD manual for activities and responsibilities RACI Charts?


1) Develop a Chapter calendar for the fiscal year2) Review and Update By-Laws

a) Review and revise manual for the following pointsi) Discuss need for more refined job descriptions and responsibilitiesii) Reduce detail where possibleiii) Include graphic depictions where possibleiv) Define few and simple metrics that will monitor:

(1) Function responsibilities(2) Reflect achievement of goals(3) Show progress against Operating and Marketing Plan

v) Maintain electronic copy in Word and publish in Adobe pdf file3) Develop a Leadership Pipeline

a) Identify candidates and their interestsb) Assign mentors to each candidate and include in current year’s work plans


c) Develop a succession plan with multiple candidates for each board position


strategic plan 2011-2015 update

Documents