APICS San Gabriel Valley Chapter

President’s Report

Box 660012 Arcadia, CA 91066-0012

Southwest District August, 2009 Tucson, AZ The APICS San Gabriel Valley Chapter report as submitted by Chuck E. Jones and presented by Doug Howardell, former COB of our Chapter.. I. Board Members

♦ Risk Assessment: Low During the past six months, we have retained all the past Board

members and have added three new members. We reshuffled duties based on past interest, passion and execution. The previous 6 members have performed most of the different Chapter duties. The transition was handled during June and July 2009.

Found to be missing were the positions’ Standard Operating Procedures and various hat writeups to perform duties. We have a priority list and will accomplish that this year.

Other key missing issues have also been documented. We are establishing a collaboration tool (Microsoft Shared Services) to

maintain both documents and tasks. The Board can then track both the documents and the timely task completions. This will keep a full history of documents, tasks and notes. With the tool on the Internet, members can always see the latest documents and task status without having to keep track of them on their own personal computers. The tool enables several people to work on a project at once.

There is now one Board member dedicated to tracking all performance metrics. This includes the timely execution of tasks, class attendance and other Chapter actions.

In November, 2008, the Chapter received the Silver Star rating for its C-BAR accomplishments. We expect to retain that Star this year.

II. Educational Offerings ♦ Risk assessment: High

The Marketing Director was off post due to illness for the initial 6 months of the year. This was a major cause for the low class attendance.

Investigation for root causes showed 16 previously-successful actions which had been dropped out that had been assigned to various Chapter members.

Box 660012 Arcadia, CA 91066-0012 2 of 4

We are correcting these actions and have returned to our regular successful program.

We are doing a BSCM class and one CPIM class each quarter. These are held on the same night in a divided room so the rent is shared between them.

We have not had to cancel any classes for lack of attendance. We have “captured” 4 to 5 new students from other organizations which

had cancelled their offerings just before the class was to have started. This was especially noticeable in several Junior Colleges.

Onsite training has excelled with 12 future classes to be delivered. In the past 6 months we have delivered 6 onsite classes.

One Board member has taken the single role as Education Administrator. He tracks all the attendance and fees paid, administers and tabulates the surveys (3 each class) and other non-teaching functions. He also mentors students on possible career issues and can get immediate feedback from the class. This frees up the instructor to instruct. Provides constant feedback from the students.

We are currently investigating the Lean Workshop marketplace depth. See attachment for later review. I personally feel Lean is vital knowledge and methodology to assist the United States in the current economic condition. Getting this knowledge delivered and put into effect will make a significant improvement.

III. Publicity and Marketing ♦ Risk assessment: Medium

This area is vital to a Chapter’s survival and if it goes out, the possibility for growth diminishes drastically.

We have taken corrective action so the dropped-out actions are put back into place and cannot fall out again in the future.

Some of the critical areas include: o Upgrade the formal SOPs, tasks and hats writeups for each Board

position, starting with the standard descriptions from National. o State of California (ETP) funding for training. This might well be a

deal-maker for some onsite training. o Upgrade the apics-sgv.org web site so it has a greater drawing power

and higher Internet rating. o Establish a liaison activity program between existing corporate clients

and the Chapter, known as Corporation Coordination. This will ensure they are being offered what they actually need and want.

Box 660012 Arcadia, CA 91066-0012 3 of 4

Several Board members have specific companies which they will follow. We have not done this well before and we should duplicate the success of some outstanding Chapters such as San Diego.

o Possible upgrade of the postcard-mailing database to reflect new companies. The last update was 2-1/2 years ago.

o Improve the purchasing process with APICS National. Currently, we often cannot seem to match invoices with paids.

o The web site host now has the capability of on-line polls/surveys and self-test examinations. We have used the on-line poll successfully for one of our corporate clients; we also use it to tabulate the public course surveys.

o The Chapter has developed an Instructor Matrix to provide the best instructor available for each class in each of the five modules.

o Based on survey results, we find high interest and rating with the exhibits and samples that we hand out to the students. These facilitate change in the students’ workplaces with savings and high marks by their employers and themselves. The collaboration tool (Shared Services) will have these available so if a “new” instructor teaches a particular class, he will have them available immediately.

o We have not done enough to promote the Chapter through standard local media resources.

IV. Financial Report ♦ Risk Assessment: Low

We continue to be solvent with cash available over $21,000. We have a greater profit from the onsite courses. By continuing to

develop this area, it will improve our financial condition even more. The bi-monthly budget review should catch any problems before they

become serious. Will do Budget vs. Actual review every two months.

V. Membership ♦ Risk Assessment: High

We have been recognized nationally as a winner in the new member category in the 2009 – 2nd Quarter Chapter Incentive Program which recognizes chapters for increased presence of APICS in their local markets. This was mainly due to the influx of new members from a corporate client. We have not handled this problem – our members are not participating – due to lack of viable offerings and constant PDM programs.

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The PDM Director developed a very successful relationship with other professional societies so that even though we couldn’t fill PDMs with our members, we were able to do so with these societies. We had well-attended events; some of the best attendances were 3 City of Hope events and JPL.

An estimated 15% our members have not renewed their membership. We will reach out more to our current membership with polls and

requests for enhancing the Chapter’s worth to them.

President's Report

Inland Empire Chapter

August 2009

We are pleased with the progress of our chapter. Highlights include:

• Membership is 150, which is 16% lower than a year ago (170) - although this is

reasonable with the economic turbulence and the membership dues increase, we will

discuss ways to improve our attrition rate at our Board's strategic planning session

• Education - an excellent year. We exceeded our revenue and offerings by 25% while

maintaining our revenue/ expense ratio. This was the key component to exceeding

2008-9 budget expectations.

• Programs - significant progress and success in 2008-9. Not only did we meet our

programs goals in terms of # of offerings and attendance goals during turbulent

economic times but we also expanded our offerings to include webinars and "out-of­

the-box" type subjects such as creative thinking skills and interviewing/ presentation

skills. We are constantly trying to understand which subjects are of the most value to

our membership and searching for quality speakers and tours.

• Budget - our net income was $12,702, which was almost $12,000 better than budget,

mainly due to expanded education offerings and a reduction in some expense

categories.

• Board members - we have an excellent / quality Board - the reason we achieved not

only excellent financial performance but also provided significant value to our

membership in a time when it is needed even more than usual. Our largest issue is that

we need to recruit additional Board members, provide training/ mentoring and

transition key positions. We'll discuss further at our strategic planning meeting.

ORANGE COUNTY CHAPTER

• •• • •• 1

August in, 2009To: Southwest District Board of Directors & Chapter PresidentsFrom: Orange County, Chapter President - Paul MontesanoSubject: Presidents' Meeting, Tuscon, Arizona

What is right with our chapter:All functional areas have a solid foundation. So far, we have been fortunate to have a very large board,

with 6 functional & returning Vice Presidents and 9 active Board of Directors. The challenge has been to keepeverybody busy, focused, and contributing. We are looking at holding quarterly committee meetings with eachVP as we can review what haS been accomplished and what we are looking at for the next quarter.

Membership level is approximately 377 members. This is off by almost 100 from this time last year. Publicityis producing excellent monthly e-blasts. These cover everything from our PDM's to our educational offerings.Programs have locked in speakers through the end of the calendar year. We are looking at having two jointmeetings this year. One with ISM and the second with ASQ. We also working on scheduling 3 plant tours thisyear. Financials for the chapter is very healthy, and affording us the luxury of continuing to trying some newthings, from advertising in the Orange County Business Journal to offering all 6 certification classes during theyear. Education is going full speed ahead once again. The public seminars scheduled through the end of June2010. We have an aggressiv~ schedule offering all 6 classes again with some being offered on Saturdays. Thiswas successful this past year and we are going to continue with it again. The on-site classes have fallen off quitea bit due to the economic conditions everyone is currently facing.

We now have active Marketing Committee, Education Committee, Programs Committee, MembershipCommittee, and a Mid Year Audit Committee. Our Administration and Finance VP's do not requireCommittees.

Where we need help:Membership has been tasked to maintain overall membership numbers as well as trying to significantly

expand our Company Coordinator Program. Maintaining the membership level in this economic time has beendifficult. This also ties into our attendance at PDMs and multi-session classes.

Speakers and topics. Leoking for new speakers and dynamic new topics to get people out to the PDMs.We are looking to increase our core base of speakers. Could the district or other chapters help here?

Submitted by:

Paul Montesano

APICS - OC Chapter President11735 Kirwin Circle

.Fountain Valley, Ca. 92708

Tijuana Calatia

Chapter ReportAugust 09

First 2 quarters of the year with very low activity

APICS TIJUANA CALAFIA A.C.

Ignacio M Altamirano # 561CP 22470 Tijuana BC

(664) 661-3892

Nevertheless we could offer 3 certification seminars with low attendance.

We have schedule 2 BSCM, 1 in Ensenada and 1 in Tijuana; 1 DSP sequence recovered from acompetitor due to quality; 1 E&CO

We have at least 2 people certified, 1 in December and 1 in March. They advise us on final testapproved. We are looking to integrate them to the chapter

Get results for our first paper and pencil certification exam. Very good results 9 people attendanceand seems like they all pass.

A second paper and pencil test was performed on Tijuana. We have lower performance than lasttime, maybe because attendants have take the courses more than a year ago. We have 13 attendantsand just know of 2 that approve, 6 do not -pass and 5 not known.

Our membership is lower than ever, 12 only

Finances are stable, we have been able to cover expenses and keep our chapter running

CBAR submitted but still not getting enough to be Bronze. Need to keep working

Jon M Ibarreche

Chapter President

Phoenix Chapter

P.O. Box 66835Phoenix, AZ 85082-6835Phone/Fax: 480.813.2154

Email: info@apicsphoenix.orgWebsite: www.apicsphoenix.org

Chapter Status Report: What is working, and challenges/opportunities for next year:

Overall, I would define the 2008/2009 year as a great success during difficult times. This means that we met orexceeded most goals in a time when our membership struggled to find APICS in their budget, and our volunteersstruggled to find time in their day.

Things that went well:• Finance-

o We ended the year in a very strong financial position with total Assets at more than $166K.• Education-

o We continue to have a very strong instructor base, and are able to offer a regular schedule of publicCPIM and CSCP courses. We also have finished another year with some very successful private inhouse offerings including a very successful course presented to Triumph (Thank you Jack Wetzel forall the work that went into this!).

o Additionally we are having a great transition of VPs in education and we are looking forwardcontinuing a tradition of excellence in this area.

• Marketing-o We have launched a company coordinator program and have had monthly coordinator meetings

throughout 2009. We are excited to see this program back in action and are looking forward totransitioning this over to the VP of membership to take this to the next level.

o We reinvigorated the newsletter after failing to release it for over a year.• Chapter Management-

o We have a robust and integrated operating system that is completely on-line and utilizes Google Docsto enable volunteers to manage their strategic goals and objectives. ~

• Programs-o Marco Ugarte has brought us a series of fresh PDM speakers and topics. Although we did not meet

our attendance goal of +5% we did demonstrate that we can put on fresh, interesting, educationalofferings. We fully anticipate growth in PDM attendance as we prove that we can offer this month overmonth.

Challenges/opportunities for next year:• Membership-

o Our new VP of Membership Marti Ouellette has great opportunities to succeed this year after havingthe position filled in name only for the past two years. Although membership is down from 385 to 329,we look forward to turning that trend around in the next year with a simple back to the basicsapproach to membership retention including making sure we contact each and every lapsed membervia phone, e-mail, and snail mail.

• Marketing-o We continue to struggle to put out a newsletter in a regular and timely manner although much praise

should be given to Gabe and Joyce for getting the newsletter back off the ground last year. Ourmember surveys consistently note the desire for a regular newsletter, and we aim to provide thatgoing forward.

o Post Card Marketing Campaign: We still believe that we can bring in new members and newparticipants to our classes through well executed post card marketing. Our challenge next year will beto execute multiple campaigns and be able to demonstrate ROlon the program.

• Chapter Management-o While our operating system is quite robust, we still struggle to fully utilize it to stay on top of our goals

and objectives, which made completing CBAR more difficult than is should have been. Next year'sfocus will be on ensuring that we take advantage of the tools that we built to meet chapter goals ontime and on target.

Ryan PerrinAPICS Phoenix President

APICS Tucson ChapterBy Dwight Comer

What Works

• Educational offerings - despite down turn in the economy we continue to earnsolid revenue from our various course offering which include fundamentals,CPIM, CSCP & Lean workshop

• Program offerings (PDM's) - even though our membership has dropped to around90 we still manage to average 39 people for the 10 months of activities that weoffer. That represents 43% of membership showing up for our program events.

What Doesn't

• Follow-up on people who allow their membership to lapse. We have replaced thatperson with someone else so hopefully we can do a better job of keeping peopleas members.

• Company coordinators. That function exists in name only. We need to find awayto get those people to be more effective in developing interest in APICS withintheir companies.

• Development of instructors. We have some very good instructors but we need todevelop a pipe line to develop strong group of instructors in case some of ourcurrent instructors are unavailable.

The Association forOperations Manaqement

Ventura County Chapter 101

President's MeetingTucson, AZ.

August 7, 2009

The Ventura Chapter is stable and holding its own. Financially the chapter issound.

Membership is at its lowest point ever hovering around 130 members. As mostof the other chapters; the economy, dues increase with minimal increase inperceived value, and lack of company support are some on the reasons providedby the non-renewing members.

Several PDMs have been held jointly with the local ASQ Section. This hasworked out well as both organizations meet on the same night and at times havesimilar topics. Although many monthly meetings were planned out, Murphyappeared and rearranged the schedule starting with the August PDM.

The chapter continues to offer courses through Cal State University ChannelIslands mainly at its off campus location in Thousand Oaks. This appears to bemore convenient for the attendees than meeting at the main campus. TheUniversity offers the Production and Inventory Management courses, wherebyupon the successful completion of all 5 modules a Channel Islands Certificate isawarded, and the CSCP program.

Challenges for this coming APICS year are:• increase chapter membership 5 - 10%• increase attendance at PDMs

• add at least 1 new member if not more to the chapter's BOD• introduced APICS to the Ventura and Santa Barbara business

communities

I want to acknowledge the excellent work the board did over the last year. Asalways with our chapter, the board members will continue into this APICS year.We were fortunate to gain a new member to fill the VP of Membership position.

Submitted by Joan Peters, Presidentjoanpetersapics@yahoo.com

JI~.PICSTheAssociation for,.~'( Operations Manaqement

Southern Nevada Chapter

What is working:

The Southern Nevada Chapter of APICS has experienced a challenging year in meetingour objectives.

By collecting feedback at each of our local events, we were able to understand andrespond to the needs of the market. SNV offered open enrollment and customizedcertification courses. The Chapter conducted industry relevant professional developmentmeetings (PDM's) and plant tours that responded to member suggestions.

The PDM's provided a means for our membership to meet their goals and objectives byadding value to their individual skills, talents, knowledge, and abilities. In addition tomeeting our member's goal, the Chapter offered plant tours that have exceeded allexpectation of attendance.

The Southern Nevada Chapter created alliances with other professional organizations,most notably the Nevada Development Authority and American Society of Quality(ASQ) to enhance and expand awareness of APICS. The Chapter is working continue therelationship in an effort increase membership and networking.

ChaUenges we are facing:

External Factors Contributing to the Performance of the ChapterEconomic factors did have an affect on the local Chapter. The slow down in the economycreated challenges for members participating in PDM's and courses.

The cost of dues for members and with many Corporations cutting their budgets haslimited the number of members continuing their membership with APICS. Ourmembership has dropped by 33%.

Due to health and work related issues, some BOD were unable to participate to the levelthat they had intended and had to step down. The SNV Chapter was able to overcome thischallenge by enlisting seasoned members to serve in the functional area under duress.

In closing, I would like to praise the SNV Chapter for their commitment in serving on theBoard of Directors. These people generated many ideas that supported the vision andgoals of the chapter:

Darlene MorrisPresident Southern Nevada APICS

Darlene.morris07@yahoo.com

Southwest District - President's MeetingAugust, 2009Tucson, AZ

APICS San Diego Chapter President's Report

The APICS San Diego Chapter report as submitted by Norman Carmichael, CPIM:

.:. Board Members

~ Risk Assessment: Low

• We are at the beginning of our board year and many of the key positions on the boardare on their second term. Our only key change was our publicity position, but wehave filled that with an existing board member with marketing experience. Wenormally carry four to five additional Executive Director positions to help fill gaps onspecial projects and sub-committees and currently have only two. We are evaluatingthree new candidates for these roles and expect to have them filled in August .

•:. Education.

,.. Risk Assessment:· Medium

• We are continuing to offer numerous CPIM certification classes in various locationsaround San Diego County. Our registrations for all of the CPIM modules have beenconsistent over the past year but our registration for our late summer courses appearlow. We continue to look for and grooming new instructors and are in the process ofdeveloping apprenticeship guidelines which have not been very robust nor writtendown. We will be creating a new SOP for this process once the CSCP guidelines arecomplete. We still looking into possible online classes, but we need to complete atechnical feasibility review to see if this is even possible on our scale. Our ORMclasses that are offered at California State San Marcos have done well in the past andwe are currently working with a local company to offer an in-house version of thisprogram. The Back to Basics and CSCP have underperformed our turnout for CPIM.We have also struggled with the launch of the new Lean Workshop and the GlobalSupply Chain Workshop. We have tried to launch Lean, but only had one personregister. We are just now investigating the Global Supply Chain course. Our belief isthat these two offerings are better marketed and sold to companies instead of directlyto members because neither offers a certification. W are using our company needsassessment we performed last year to target potential corporate customers .

•:. Publicity and Marketing

~ Risk Assessment: Medium

• We need to rethink our approach to marketing and publicity. I believe we have bemore proactive in reaching out to the members of the community that either don'tknow what we have to offer, or we have lost touch with over the years. We havedone an excellent job of utilizing new tools to publicize events to our members and

Sqll.lhwest District - President's Meeting- August, 2009

Tucson, AZ

others on our approved mailing list. We now utilize Constant Contact, a web basedservice, to manage our mailing list and create e-mails that have a common theme andare viewable by all that receive them. We also have an ambassador that has tirelesslypursued organizations that we can collaborate with on a regular basis. The Chapternow has several MODs in place and is working toward improving those relationshipson a regular basis. We need to get a better understanding of what APICS is doing topromote the educational offerings and find a way to leverage this in a creative mannerthat persuades our community to take advantage of our valuable offerings .

•:. Program Offerings

,. Risk-Low

• This has been our most successful area of the chapter. We hold monthly meetings andour attendance exceeded our expectations last year. Our current VP of Programs iscontinuing from last year and we have an excellent start to the new year. Again we aretrying to maximize our relationships that we have with collaborative companies to tryand mitigate some of the costs associated with these events, but provide the same levelof quality and benefits as if the program were run by our Chapter. We have reachedout to other organizations and held multiple joint meetings over the past year. Weplan to continue this in the coming year. Our first PDM in the fiscal year was abreakfast meeting, which we have found is a good way to get new people to attend andhas a lower cost that our standard dinner meeting. We are investigating how manymore meetings this year would best fit as a breakfast meeting .

•:. Financial Report:

~ Risk-Low

• We are currently in the process of finalizing our budget for 2009-2010. We performedour initial review at our July transition meeting and just need to close on some of ourexpected revenue and expense items for our educational offerings in the coming year.Last year we overran budget on educational expenses by 50%. This was influenced bya different mix of course offerings than we had anticipated. We need to make sure wehave a clear understanding of the expected margins on our offerings and try to managethe mix and make adjustments as required .

•:. Membership:

~ Risk-High

• Membership has been a tough issue for us this year. We have not been successful ingetting any of our expired members to return in the past year. I believe this iseconomically driven and we just need to make sure we continue to offer value to ourcurrent members and the community and we should see recovery along with the jobmarket.