APMP Mid-SouthChapter Officers Meeting

Ken MerwinJun 17, 2014

@billboggs www.linkedin.com/in/billboggs/

Agenda

• Old Business– Minutes from April and May meetings (Andrea)– Marketing Plan (Whitney)

• New Business– Officer Vacancies (Joe) – Survey (Roger)

• Officers’ Reports• Action Items

Mid-South Chapter Officersfor 2014

Name Position

Bill Boggs Chapter Chair

Joe Yearta Chapter Vice-Chair

Tonya Maurice Treasurer

Andrea Shetley Secretary

Ken Merwin Membership Chair

Roger Campbell Planning Chair

Jennifer Hamaker Webmaster

Open Marketing – Nashville Region

Whitney Dorning Marketing – Huntsville Region

Open Marketing – Birmingham Region

Mid-South Chapter Goals

• Provide education and networking through F2F and virtual venues– Host Monthly Chapter Meetings (10 meetings/yr)– Conduct one meeting/quarter outside of HSV– Conduct Monthly Officers Meeting– Government and Commercial focus

• Grow Membership– 2013: From 18 to 36– 2014: From 36 to 72– 2015: From 72 to 144

• Grow Corporate Sponsorships– 2013: From 0 to 5– 2014: From 5 to 10– 2015: From 10 to 15

• Establish partnerships with Universities & Associations– e.g., UAH, FIT, Vanderbilt, PMI, NCA

• Create, maintain, and grow a professional Chapter Website• Broaden awareness of APMP by issuing at least one Press Release per quarter

Secretary – Andrea

• Minutes– April– May

Vice Chair – Joe

• NEW Sponsor at Nashville meeting– Bill Allen (owner) DataSymth– http://www.datasmythe.com/

• Sponsors – we need others to go get some more Sponsors

• No other updates

Corporate Sponsors

Treasurer – Tonya Maurice

Beginning Balance 05.19.2014 1,774.49$

Receipts

Receipts: June 3 Meeting $410.00

Total Receipts 410.00$

DisbursmentsFood 163.12$ Gift Card 25.00$ Supplies 11.97$ Credit Card Charge 44.56$ PO Box 92.00$

Total Disbursements 336.65$

Balance 06.17.2014 1,847.84$

Financial Statement

Meeting Registration14@$15.00 210.00$ 10@$20.00 200.00$ Speaker @ No Charge

410.00$

Treasurer – Tonya Maurice

Created, published online registration for July meeting. Reconciled May bank statement. Renewed PO Box Rental

Next Steps : Monitor July registration Update online registration with Aug meeting details immediately

following July meeting. Reconcile June bank statement Prepare Quarterly Rebate Report by 15 July.

Membership – Ken Merwin

Current Membership 55

One new member (Net loss of three)• Mike Presley

Currently have 40 members in the Linked-In Group

Planning Chair StatusActivity Status Notes

Plan eleventh meeting in July July 1st, 5:30 – 7:00, “Leadership During a Proposal” Steve Canerossi @ Aerojet Rocketdyne, Catering by Rosie’s – Chips/Salsa, Fajitas, Enchiladas, Rice, Beans, Tea/Water

Plan twelfth meeting in August (Birmingham)

August 5th, 5:30 – 7:30, Speaker/Food/Location – Campbell & Garrison unable to identify Speaker – Recommend Cancellation

Plan thirteenth meeting in September

September 2nd, 5:30 – 7:00, “Desktop Publishing (?)” Andrea Shetley @ Aerojet Rocketdyne, Apple Lane – Sandwiches, Chips, Banana Pudding, Tea/Water

Plan fourteenth meeting in October

October 7th, 5:30 – 7:00, “Price-to-Win (?)” Bill Brigadier @ Aerojet Rocketdyne, Food - TBD

June 10th Presentation Feedback

98.2% A+

Name: An Overview of the NASA SEB Process, Butler Date: 6/10/14

Key: 4 = Consistently 3 = Frequently 2 = Sometimes 1 = Seldom 0 = Never

MATERIAL 4 3 2 1 0

1. Met my expectations 13 1

2. Was organized in a logical way 13 1

3. Included good examples and illustrations 13 1

4. Will be useful to me in doing my job 12 2

PRESENTER: 4 3 2 1 0

1. Explained the material in a clear and concise manner 13 1

2. Was knowledgeable about the subject 14

3. Was enjoyable to listen to and demonstrated enthusiasm 13 1

Comments:

Excellent opportunity to hear from a legend in the field of Procurement & Acquisition

Ran too long

Need more time!

Excellent Mtg!! Leaned a lot. Thx!

Really Enjoyed!

The open forum layout of this presentation was beneficial.

Evoked a lot of questions & great conversations

Good presentation

He was great!

Best speaker ever! We could have Byron back and learn so much more!

What I appreciated most about this presentation:

Gave a lot of insight as to how the NASA RFP/proposal process works.

Open, honest, real world.

Byron’s knowledge and presentation skill

Good overview and details on the process

Freedom to ask questions

Very knowledgable

Honesty – depth of knowledge – Great communicator!

How can we improve?

You set the bar very hight with Mr. Butler

Maybe have a question form that can be submitted prior to the presentation.

More time

Survey ResultsTotal of 18 Responses

Q1. If you are not a member of the APMP Mid-South Chapter, what is keeping you from joining?CostInvolvement in GA chapter and SPAC conference

Q2. How often do you attend APMP Mid-South Chapter Meetings?Never – 3 Monthly – 2

Survey Results (continued)Every couple of monthsI just joined APMP in May. I signed up for the Mid-South chapter. Hasn't been a meeting yet.Once per quarterEvery month that I’m in town.I just joined, so I haven't attended one yet.When they’re in NashvilleAs often as I can, usually one a quarter.My goal is monthly.3-4 times a year Fairly Often Attending the first one in June Several times a year as often as i can

Survey Results (continued)Q3. If you don't attend Chapter Meetings often, what prevents you from attending?Not a Member When I don't attend it is due to my travel. Family or work conflicts Will not be able to attend the first meeting because it is at night. Additionally it would be via webinar for a fee for me, which is not terribly appealing. Last one in Nashville was a schedule conflict. Other meetings haven't been interesting. Distance to the meeting Client travel, vacations I live in Nashville, so I am hoping that some meetings will be held here in addition to Huntsville. They're mostly held in Huntsville Out of town for work Time and location driving distance- I'm in Decatur and Huntsville is best for me. Business Travel Needs to be in the Huntsville area work schedule

Survey Results (continued)Q4. If Chapter Meetings were free, would you attend more often? Yes – 44%No – 56%

Q5. If Chapter Meetings were conducted at lunch time, would you attend more often?Yes – 39%No – 61%

Survey Results (continued)Q6. What source do you use to get information about Chapter Meetings?Email Notifications – 12website – 2 Internet Email and website – 2 I got my first invitation via email. If you also have a Facebook page, I would follow you there.

Survey Results (continued)Q7. What presentation topics would be of interest to you?New Processes & Innovations commercial rfps Identifying potentially "winnable" proposals, how to pick a good proposal team, how to ensure quality proposals Commercial proposal practices, especially healthcare. finding good talent, what reviewers think, tools/software/systems for proposal work (demos and testimonials) Capture and proposal topics, recruiting proposal and capture professionals Making the most of your proposal team and how to handle large workloads. Proposal Evaluations from an Evaluator's POV Best Practices for Capture Mgmt Best Practices for engaging SMEs Anything having to do with the capture, bid, and proposal process. Roles and Responsibilities of proposal team members, including proposal manager, sales, project manager, legal, SME, etc. Reviewing technical material as a non-technical proposal manager Practitioner and Professional Accreditation Sessions Leadership, Business Development, Tools, Techniques, Personal Development Graphics for Proposals Shipley Capture Gate Reviews Anything covered at the APMP conference but in more detail Organization/ LPTA Environments Price-to-Win, Government Capture

Survey Results (continued)Q8. What other information would you like to see on our website?Member Directory (Individual) I've never been to your website. You have a website? Networking is a big factor in my decision to join and participate. While posting to the public web would not be a good idea, I'd like to have access to a full contact list of our members. members names and occupations less clutter looks great

Survey Results (continued)Q9. What industry (e.g., Aerospace/Defense, Healthcare) do you work in?Aerospace/Defense - 4Defense – 4DoDGovConHealthcare - 4commercial, healthcare Energy managementtransportation Software and services - providing architects, engineers, geospatial professionals, constructors, and owner-operators with comprehensive software solutions for sustaining infrastructure. This includes all levels of government (worldwide), plants, utilities, trasportation, etc.

Survey Results (continued)Q10. What's your role (e.g., Proposal Manager, Graphic Artist) within your organization?Proposal Manager – 4Proposal Manager, Coordinator, Desktop PublisherManager of proposal team Proposal Director – 2DirectorDirector of Proposals, Technical Writing, and Training Business Development Specialist Technical writer / quality assurance President CEO Independent Capture & Proposal Consultant Proposal Writer Production and Coordination with in the team Proposal Coordinator/ Graphic Artist

Survey ConclusionsQ1. No actionQ2. No actionQ3. Maintain Nashville meetings, with a commercial focus; Clarify that non-members can attendQ4. Cost not a strong driver on attendanceQ5. No overwhelming interest in lunch meetingsQ6. More promotion of website and Facebook. Do we post meeting announcements on Facebook?Q7. Many great presentation topic suggestions!Q8. Consider partial Member DirectoryQ9. 55% Defense, 45% Commercial (Mainly Healthcare)Q10. 30% Proposal Managers, 22% Director Level

Webmaster – Jennifer Hamaker

Content Needed: June Chapter Member Meeting - Presenter Slide Decks 6/10/14 Photos from April, May, and June Chapter Member Meetings

Website Statistics for Month of May – Slight Decrease:

• 43 Website Visits Over the Past Month (59 visits theprevious month)

• Of those visits, 33 were “unique” visitors (visitors thatdid not go back to the site later) which was 44last time

Social Media(Stay Up-to-Date w/Chapter)

• APMP Web Site www.apmp.org• Mid-South Web Site

www.apmpmid-south.org• LinkedIn Mid-South Chapter Group• Facebook

– https://www.facebook.com/APMPMidSouth– Only 3 likes: Please like the page and promote to your friends

• Twitter @MidSouthAPMP

Bookmark and Join!

Marketing

• Creating a PP Slide Brochure (see next page)• Quarterly Press Release Due- What do we

want it to be about?• Social Media Marketing– Continue with Facebook and Twitter posts– Everyone go like the Facebook Page

• https://www.facebook.com/APMPMidSouth– Continue to Update Social Media Accounts

with Meeting Schedules

Marketing (Continued)

• How can we engage more people in the Nashville and Birmingham area?

• Urgent Needs:– Nashville Marketing Director– Birmingham Marketing Director

• Do we have any leads?

What is APMP?APMP's Mission StatementAPMP promotes the professional growth of its members by advancing the arts, sciences, and technologies of winning business.

You Should Join APMP To:• Learn the industry's best practices from the leading authority for the proposal, bid, tender and capture industries• Earn your accreditation sanctioned by your association and recognized by employers and professionals throughout the world as the industry

standard• Network with thousands of professionals around the world who do what you do every day• Have access to the industry's best practices through APMP's Body of Knowledge (BoK) which is exclusively for APMP members• Participate in the industry's best education programs globally, either free of charge or at a deep member discount• Attend APMP's Bid & Proposal Con, a three day conference and trade event that brings the proposal industry together under one roof at

one time• Have access to hundreds of articles and presentations written and created by your peers and available in one collection only at

www.apmp.org• Advance your career!!

Who We Are?• Over 55 member in a chapter covering the middle south region• Networking with a Community of Proposal Professionals• Strengthen Your Skills with Training, Education and Certifications• Access to Hundreds of Best Practice Articles, Presentations and Member Searches• Potential Employment Opportunities• Monthly Meetings

Join Us For Our Next Chapter Meeting! Visit: www.apmpmid-south.org

For more information about becoming a member, contact:

Kenneth S. Merwin, Lt. Col., U.S. Army

(Retired), APMP, Membership Chair

ken_merwin@polaris-systems.cominfo@apmpmid-south.org

Action Items