APICS GREAT LAKES DISTRICT May 2, 2015 District Recalibration

2 © APICS Confidential and Proprietary 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.

3 © APICS Confidential and Proprietary District Map

4 © APICS Confidential and Proprietary 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)

5 © APICS Confidential and Proprietary Supported By: Corporate Supported By: Districts Supported By: Chapters APICS Members

6 © APICS Confidential and Proprietary History of District Great Lakes District created at Conference 2006 Merger of Region 13 and Region 14 First Year of operation 2008 Now on 3 rd District Manager Strategic Planning never performed in District – until 2015 Volunteer Leadership Team met on January 31

7 © APICS Confidential and Proprietary Strategic Priorities for 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

8 © APICS Confidential and Proprietary Best Kept Secret & C P A Jim Tilton, CPIM Central Indiana Chapter

9 © APICS Confidential and Proprietary 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.

10 © APICS Confidential and Proprietary APICS 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 Great Lakes District

11 © APICS Confidential and Proprietary 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

12 © APICS Confidential and Proprietary 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 earlier 2.Promote chapters funding student expenses 2.Have meaningful content for students 1.Topics of interest to students 2.Networking time for student/professional interaction

13 © APICS Confidential and Proprietary Student Involvement Priorities 1. Increase student involvement in professional chapters 1.Students on professional chapter boards 2.Students as PDM speakers or pre-dinner presentations 3.Student night at professional chapter 4.Mentor program for students 5.Promote internships 6.Promote summer jobs; full time openings

14 © APICS Confidential and Proprietary 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 information 3.New chapter invite the new young professional 4.Engage all new members, young and old

15 © APICS Confidential and Proprietary IDP Recertification Requirements 1. IDP Recertification requirements IDP Recertification requirements

16 © APICS Confidential and Proprietary Review of GLD Budget Working Together to Solve a Problem

17 © APICS Confidential and Proprietary 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

18 © APICS Confidential and Proprietary High Level Review 2014 Actuals Meetings 50,864 APICS Conference 7,696 Misc. 2,798 Total $61, Budget 34, ,800 $44,050 Reduction of 28.2%

19 © APICS Confidential and Proprietary Source of Funds 2014 APICS $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 2015 APICS $44,050 Fees for Case 13,200 Chapter donations 2,000 Job Interview Donations 3,500 $62,750

20 © APICS Confidential and Proprietary 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

21 © APICS Confidential and Proprietary 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

22 © APICS Confidential and Proprietary 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

23 © APICS Confidential and Proprietary 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.

24 © APICS Confidential and Proprietary 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

25 © APICS Confidential and Proprietary 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.

26 © APICS Confidential and Proprietary 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.

27 © APICS Confidential and Proprietary 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.

28 © APICS Confidential and Proprietary Meeting Checklist/ Chapter Recognition/ Fun We are looking for Input from the Chapter Leaders! Thank You