1. Improving the world through engineeringwww.imeche.orgImproving the world through engineering 1 Regional Strategy Board Meeting 16 th September 2014 The Role of the RSB and Objectives Geoff Baker Chairman RSB

2. Improving the world through engineeringwww.imeche.orgImproving the world through engineering 2 Our 16 Region Network

3. Improving the world through engineeringwww.imeche.orgImproving the world through engineering 3 16 Regions: 99 Committees… Regional Strategy Board (RSB) East Midlands Lincolnshire Lincolnshire YM Leicestershire Leicestershire YM Peterborough Joint Panel Peterborough Young Engineers Derby & Nottingham Derby & Nottingham YM Eastern Eastern YM Beds. and Cambs. North Herts. Norfolk & Waveney Suffolk & N Essex South Essex Section Greater London Greater London Region YM London South SW London NW London Mersyside & N. Wales Merseyside & N. Wales YM North Wales Midlands Rugby Birmingham Birmingham YM Worcestershir e Staffordshire Shropshire Staffordshire & Shropshire YM Wolverhampt on YM Northampton North Eastern Teesside Teesside YM Tyne & Wear Tyne & Wear YM North Western North Western YM West Cumbria West Cumbria YM South Cumbria Lancashire Greater Manchester Greater Manchester YM Northern Ireland N Ireland YM Republic of Ireland Scotland Thurso Aberdeen Aberdeen YM Inverness Area Tayside & North Fife Glasgow & SW Scotland Glasgow & SW Scotland YM Edinburgh & SE Scotland Edinburgh & SE Scotland YM South Eastern Kent Sussex & Surrey Sussex & Surrey YM South Wales Regional YM Thameswey Thameswey YM Oxford Chiltern Reading Farnborough & Guildford Wessex Salisbury Dorchester Bournemouth Southampton Southampton YM Portsmouth & IOW Portsmouth & IOW YM Western Bath & Bristol Bath & Bristol YM Swindon Devon & Somerset West Devon and Cornwall West Devon and Cornwall YM Gloucestershi re Yorkshire Yorkshire Northern Yorkshire Northern YM Yorkshire Southern Yorkshire Southern YM Yorkshire Eastern Yorkshire Western …and all quite different. Influenced by local industry/academia, geography, demographics and their own heritage

4. Improving the world through engineeringwww.imeche.orgImproving the world through engineering 4 “The Mission of the RSB is to provide a link between the Trustee Board, the Institution’s Divisions & Groups and the volunteer network. Specifically, the Mission is to provide the volunteer committees in the Regions with the necessary resources to engage the members locally, to support them with their professional development and to reach out to non-members, industry, universities and schools with the aim of promoting the Institution and the profession.” Revised 2014 (TB approved March 2014) The RSB Mission

5. Improving the world through engineeringwww.imeche.orgImproving the world through engineering 5 IMechE Strategic Objectives - 2014 SO1 Diversify and grow professional membership in UK and internationally SO2 Increase member engagement and value to members and their employers SO3 Provide expert leadership to Government, Industry, Members and the informed public on Engineering SO4 Develop awareness of engineering and profile of the IMechE SO5 Inspire young people about engineering SO6 Secure long-term financial position

6. Improving the world through engineeringwww.imeche.orgImproving the world through engineering 6 IMechE Regional Strategic Objectives, Regional Planning, Performance and KPIs - 2013

7. Improving the world through engineeringwww.imeche.orgImproving the world through engineering 7  The Regional Strategy Working Group (No Longer existing?) recommended the following key objectives for the volunteer network to focus on for the year 2014/2015.  Engagement (SO1 and SO2) Engage the members, of all grades, in their Regions and Areas with appropriate activities and events organised by the volunteers for the benefit of their local members.  Development (SO1 and SO2) Work with the IMechE’s Business Development Managers (BDMs) and with industry contacts to mentor and encourage aspiring members with the aim of promoting membership of the IMechE, and to provide a local element of Continuous Professional Development (CPD) for existing members.  Outreach (SO3 and SO4) Act as ambassadors for the IMechE locally by encouraging outreach activities in the Regions whereby volunteers will work directly, or through other bodies, to project a positive image of the Institution and the profession.  Education (SO5) Where appropriate, in support of the Institution’s Education theme, and with careful co-ordination through specialists, provide advice and encouragement to students at all stages of education with the aim of increasing the numbers taking STEM subjects in local schools. Aligning Regional Activities to IMechE Strategic Objectives

8. Improving the world through engineeringwww.imeche.orgImproving the world through engineering 8 IMechE Regional Strategic Objectives, Regional Planning – 2014/2015 Basis of 2014/2015 Regional Business Plans and Budgets SOInstitution Strategic Objectives 2014 Regional Objectives and KPIs (RSB Annual Report and Trustee Board 14 May 2014) Specific Regional and Area Objectives as developed by the RSB Working Group and approved by Trustee Board on 23rd April 2014 SO1 Diversify and grow professional membership in UK and internationally Work with IMechE's Business Development Managers (BDMs) and with Industry contacts to mentor and encourage aspiring members with the aim of promoting membership of the IMechE, and to provide a local element of Continuous Professional Development (CPD) for existing members SO2 Increase member engagement and value to members and their employers Focus on improving engagement of EngTech’s. KPI Hold a minimum of 2 EngTech relevant events per region with an overall objective of engaging 500 EngTech’s across all regions To increase member engagement through their events and activities. KPI: to achieve member attendance at Regional events 15% greater than 2013 levels Engage the members of all grades, in their Regions and Areas with appropriate activities and events organised by volunteers for the benefit of their local members SO3 Provide expert leadership to Government, Industry, Members and the informed public on Engineering To engage with local government and raise the profile of the Institution. KPI Minimum of 1 MP interaction (i.e. meeting, event, etc) per Region; potentially in collaboration with other PEI’s / stakeholders and IMechE HQ Act as Ambassadors for the IMechE locally by encouraging outreach activities in the Regions whereby volunteers will work directly, or through other bodies, to project a positive image of the Insititution and the Profession SO4 Develop awareness of engineering and profile of the IMechE Continue to engage non-members (and specifically potential members). KPI Non-member attendance at Regional events to be 15% greater than 2013 SO5Inspire young people about engineering Broaden engagement with young potential future engineers and members. KPI Each Region to hold / arrange a minimum of 2 school, college or university events to promote education amongst 18 year olds.” Where appropraite, in support of the Institution's Education theme, and with careful co-ordination through specialists, provide advice and encouragement to students at all stages of eductaion with the aim of increasing the number taking STEM subjects in local schools SO6Secure long-term financial position

9. Improving the world through engineeringwww.imeche.orgImproving the world through engineering 9 IMechE Regional Strategic Objectives, Regional Planning, Performance and KPIs – 2014/2015 SOInstitution Strategic Objectives Specific Regional and Area Objectives as developed by the RSB Working Group and approved by Trustee Board on 23rd April 2014 Measurement Performance during 2014/2015 (As recommended by RSB Working Group and Agreed by Trustees) Frequency of ReportBy Whom Other Regional Priorities for 2014 (Not Linked to SO's) SO1 Diversify and grow professional membership in UK and internationally Work with IMechE's Business Development Managers (BDMs) and with Industry contacts to mentor and encourage aspiring members with the aim of promoting membership of the IMechE, and to provide a local element of Continuous Professional Development (CPD) for existing members Regional New Membership Statistics (recommended by RSB Chair)Quarterly Regional BDM Develop a regional business planning process that allows each region to tailor its contribution to the corporate strategic objectives based on its individual profile SO2 Increase member engagement and value to members and their employers Engage the members of all grades, in their Regions and Areas with appropriate activities and events organised by volunteers for the benefit of their local members 1. Viewings of Near you Events (clicks/member) 2. Click-through to specific events (clicks/member) 3. Attendees at EventsMonthlyExecutive Following trials, roll out the on-line quarterly regional reporting system SO3 Provide expert leadership to Government, Industry, Members and the informed public on Engineering Act as Ambassadors for the IMechE locally by encouraging outreach activities in the Regions whereby volunteers will work directly, or through other bodies, to project a positive image of the Insititution and the Profession4. MP/Stakeholder Attendees at EventsQuarterly Regional Chair Continue to encourage greater media engagement working with the newly elected regional media officers SO4 Develop awareness of engineering and profile of the IMechE 5.Numbers of Diary Notices, Press Realeases and Coverage itemsQuarterly Regional Media OfficerMaintain 100% regional reporting SO5Inspire young people about engineering Where appropraite, in support of the Institution's Education theme, and with careful co-ordination through specialists, provide advice and encouragement to students at all stages of eductaion with the aim of increasing the number taking STEM subjects in local schools6. Number of students reachedQuarterly Regional Eductaion Officer Continue support for MX following its successful launch in Sheffield and Birmingham SO6Secure long-term financial position

10. Improving the world through engineeringwww.imeche.orgImproving the world through engineering 10 2014/2015 RSB Budgeting Process

11. Improving the world through engineeringwww.imeche.orgImproving the world through engineering 11 December 2013 RSB Mtg Agreement at Dec RSB that we should try and move to a Programme year budget basis

12. Improving the world through engineeringwww.imeche.orgImproving the world through engineering 12 Budgeting Process Comparison Jan 2013 Sept 2013 July 2014 Sept 2014 Jan 2015 July 2013 Jan 2014 2013/14 Institution Budget Year Budget Prep 2012/13 2014/15 Visible programme Programme Years Current Jan 2013 Sept 2013 July 2014 Sept 2014 Jan 2015 July 2013 Jan 2014 2013/14 RSB Budget Year Budget Prep 2012/13 2014/15 Visible programme Programme Years Proposed

13. Improving the world through engineeringwww.imeche.orgImproving the world through engineering 13  New RSB budget year will run from 1 st September- 31 st August each year  Regional event programmes will have to be sufficiently defined to support accurate budget preparation  We will need your budget submissions by end July latest (mid Budget Prep process shown), ideally sooner?  Budget allocations will be confirmed End August Jan 2013 Sept 2013 July 2014 Sept 2014 Jan 2015 July 2013 Jan 2014 2013/14 RSB Budget Year Budget Prep 2012/13 2014/15 Visible programme Programme Years Proposed RSB Budgeting Process

14. Improving the world through engineeringwww.imeche.orgImproving the world through engineering 14  A template has been developed for Region Plans with supporting budgetary requests, which illustrates how Region and Area committees may identify specific activities from a ‘shopping list’ under each of the objectives identified above. This allows flexibility for each region, whilst ensuring consistency of reporting.  A summary of these Regional Plans and Budgets are presented later. Development of Regional Plans to aligned to Strategic Objectives

15. Improving the world through engineeringwww.imeche.orgImproving the world through engineering 15 KPI Reporting – Measures of Effectiveness Strategic Objective Region Objective Effectiveness Measure Frequency of Report By whom SO1/SO2Engagement Viewings of Near You events pages (clicks/member) MonthlyExecutive SO1/SO2Engagement Click-through to specific events (clicks/member) MonthlyExecutive SO2EngagementAttendees at eventsQuarterlyRegion Chair SO2DevelopmentAttendees at eventsQuarterlyRegion Chair SO3OutreachAttendees at eventsQuarterlyRegion Chair SO4Outreach Numbers of Diary Notices, Press Releases and Coverage items QuarterlyRegion Media Officer SO5EducationNumber of students reachedQuarterlyRegion Education Officer The following table illustrates the proposed common reporting requirements for all Regions:

16. Improving the world through engineeringwww.imeche.orgImproving the world through engineering 16  A more accurate Regional budget process that fully supports Regional activity and doesn’t tie up unnecessary Institution funds.  A budget process that is in harmony with the planning cycle of regional activity.  A set of Regional Business Plans and Activities that support the Institution Objectives.  A programme of well supported activities in all regions that support the objectives of the Institution What Should Success Look Like?

17. Improving the world through engineeringwww.imeche.orgImproving the world through engineering 17 Digital Regional Newsletters

18. Improving the world through engineeringwww.imeche.orgImproving the world through engineering 18  Survey conducted 7 th – 21 st March 2014 (led by Evelyn Alves) with 1926 responses being received  Over 70% surveyed attended a Regional Event in past year  60% had attended events previously Digital Newsletter – Survey Results