1. Benchmarking Other Technical Society Chapter Recognition Strategies Prepared by Vincent W. Howell, CMfgE, CSP Chapter Enhancement Committee Membership Consultant June 6, 2010 SME Annual Conference Nashville, TN

2. Agenda Task Objective Targeted Societies to Benchmark –American Society for Quality (ASQ) –Institute of Industrial Engineers (IIE) –SWE –American Society of Mechanical Engineers (ASME) –American Society for Testing & Materials (ASTM) –Others Summary of Results Recommendations

3. Task & Objective Task –Contact various engineering societies and gather information of strategies used to recognize chapter performance. Committee will then review and make possible recommendations for actions within SME Objective –Motivate and encourage chapter excellence

4. ASQ Benchmarking Data The Quality Management Program was developed to assist Member Units in their planning and implementation of services and programs to meet the needs of their current and future members. It is simply a management process that emphasizes the importance of: –Assessing member needs and expectations. –Developing an annual business plan and operating budget. –Measuring the Member Units performance

5. ASQ Benchmarking Data Combining the Society’s goals of increased member satisfaction, loyalty, and retention with the Member unit’s own goals, QMP encourages Member Units to continually measure, address, and improve customer satisfaction by incremental improvement. QMP also recognizes Member Units (Chapters) for performance (based on results) through two awards: –Quality Excellence Award –Total Quality Award

6. ASQ Benchmarking Data The requirements for receiving Chapter recognition: –Meeting the Member Unit minimum requirements –Developing and implementing a Member Unit annual business plan, operating budget, –Meeting all the QMP deadlines, –Showing improvement on specific measures.

7. ASQ – Chapter Recognition Requirements Level 1 – Basic Requirements –Provide to HQ a list of the Member Units elected officers by May 1 and appointed committee chairs by June 30. –Prepare a business plan and budget, make the plan and budget available as needed, review the plan and budget, and update the plan, and budget each quarter. –Provide an annual report, conduct an annual review of the member unit financial records, and provide year-end statements to ASQ Headquarters by August 15. –Have a Member Unit Leadership Committee meeting at least once each quarter and make minutes of the meetings available to the membership. –Communicate to the membership at least once each quarter. This includes newsletters, mailings, web site postings, and e-mail notices. –Maintain Member Unit membership of 30 members for Sections and 50 members for Divisions at a minimum.

8. ASQ – Chapter Recognition Requirements Level 2 – Planning Requirements –Submission of current year budget and business plan (business plans should be aligned with the society strategic plan) to Member Unit Leadership Committee, Regional Director. – by October 1 for Sections –June 30th for Divisions (need to determine distinction) –Quarterly communication to members. –Quarterly meetings with Member Units Leadership Committee. –Four professional development events a year (speakers, clinic, tutorial, tours, etc). –Other suggestions for planning: –Plan to attend annual leadership training or plan attendance –Regional training for Sections –Division training provided in Milwaukee in November –ASQ provided training at WCQI –Use Customer Measurement System and Pulse survey results as a reference when preparing business plans. –Include Certification training and test site hosting (if conducted)..

9. ASQ – Chapter Awards Excellence Awards –Quality Excellence is achieved when a Member Unit meets QMP Level 1 and 2, and also achieves one, two or three of the Society’s objectives in member retention, loyalty and satisfaction. If all three objectives are achieved Gold Excellence is received, If two objectives are met, then Silver Excellence is awarded, And accomplishing one objective meets the Bronze level of Excellence.

10. ASQ – Chapter Awards Level 3 - Total Quality –Total Quality is achieved when a Member Unit meets QMP Level 1 and 2, and also submits the prior year business plan showing that the section met 75% of the prior years goals. –Total Quality and Gold Excellence are the same level so they can achieve one or both depending on how the excellence level survey and retention rates level out for each section or division.

11. ASQ - How are retention, value and satisfaction measured? Satisfaction and Value are measured by a Society-wide survey called the Customer Measurement Survey (CMS) and a Pulse survey. This survey is conducted annually. –Member Units need to meet or exceed ASQ’s Member Unit-Only overall average for satisfaction. –Member Units need to meet or exceed ASQ’s Member Unit-Only overall average for loyalty. –Member Units need to meet or exceed ASQ’s Member Unit-Only membership growth rate as it will be reported when that data becomes available in June.

12. IIE Benchmarking Data IIE Individual Chapters are recognized through various awards for their activities, service to members and contributions to the Institute. There are 2 components: –Professional –Student (details of this will not be included in this report at this time)

13. IIE Benchmarking Data A summary of IIE Chapter awards are: –Phoenix AwardPhoenix Award The Phoenix Award is designed to recognize the outstanding efforts of professional chapter members in reactivating and revitalizing a chapter that has been inactive for two or more years. –Most Improved Chapter AwardMost Improved Chapter Award The Most Improved Chapter Award recognizes the chapter that exhibits the greatest year-to-year improvement in the chapter recognition program –Newsletter Competition (Professional)Newsletter Competition (Professional) Chapter newsletter, print or electronic, is the cornerstone of chapter communications with members. The newsletter competition recognizes chapter efforts in producing quality and effective newsletters

14. IIE Benchmarking Data A summary of IIE Chapter awards are: –Phoenix AwardPhoenix Award The Phoenix Award is designed to recognize the outstanding efforts of professional chapter members in reactivating and revitalizing a chapter that has been inactive for two or more years. –Most Improved Chapter AwardMost Improved Chapter Award The Most Improved Chapter Award recognizes the chapter that exhibits the greatest year-to-year improvement in the chapter recognition program –Newsletter Competition (Professional)Newsletter Competition (Professional) Chapter newsletter, print or electronic, is the cornerstone of chapter communications with members. The newsletter competition recognizes chapter efforts in producing quality and effective newsletters

15. IIE Benchmarking Data Chapter Award Program Requirements Overview –The Chapter Activity Report (CAR) is the basis for the Professional Chapter Recognition Program recognizing chapter improvements and progress. The reason for measurement is to evaluate and improve a product or process. The intent of the CAR is to provide a simple measurement system for chapters to recognize and monitor improvement trends. It is also the basis for awards in the Chapter Recognition Program, providing visibility so that chapters’ accomplishments can be recognized and rewarded.Chapter Activity Report –Chapter excellence is judged by a number of factors, including but not limited to quality of programs, membership growth and retention, participation in volunteer leadership development, student chapter support, and strategic planning.

16. IIE Benchmarking Data Chapter Award Program Requirements –Must complete “Health Assessment” Chapter health designations –Green and yellow = chapter meets minimum administrative and program requirements. –Red = does not meet minimum requirements for yellow status.

17. Chapter Health Requirements

18. IIE Benchmarking Data Chapter Awards –Gold –Silver –Bronze Awards Recognition Ceremony –Held at Annual Conference

19. Chapter Evaluation Requirements for Awards

20. ASTM Benchmarking Data Website review seems to indicate that the ASTM does not have chapters Members can join technical Committees Recognition includes contributions to committees

21. ASTM Benchmarking Data A sampling of ASTM committee awards is as follows: –A01 Steel, Stainless Steel and Related Alloys Founding Committee Award –A05 Metallic-Coated Iron and Steel Products Kenneth J. Boedecker, Jr. Distinguished Service Award –B02 Nonferrous Metals and Alloys Committee B02 Gary M. Kralik Distinguished Service Award –B05 Copper and Copper Alloys Copper Club/Committee B05 Award –B08 Metallic and Inorganic Coatings Frederick A. Lowenheim Memorial Award –B10 Reactive and Refractory Metals and Alloys William J. Kroll Zirconium Memorial Award

22. Society of Women Engineers Benchmarking Data The SWE Chapter awards seek to address two areas: –SWE Region Programming Excellence Award The SWE Region Programming Excellence Award is an award created specifically to: Recognize innovative region conference sessions, programs, or events. Encourage SWE members to create and share new materials and resources. –Section Awards SWE offers a wide variety of awards for collegiate, professional and MALs that acknowledge outstanding contributions in the areas of Communications, Membership, Multicultural Activities, Outreach Programs, and Professional Development.

23. Society of Women Engineers Benchmarking Data http://societyofwomenengineers.swe.org/index.php?o ption=com_content&task=view&id=14&Itemid=44

24. Society of Automotive Engineers – Chapter Recognition Program Purpose –Provide an incentive to SAE members and others associated with mobility engineering to make significant engineering contributions or to render outstanding service to SAE through their leadership, service on committees, or presentation of outstanding oral or written presentations and to recognize those contributions. –Enhance the perceived image of SAE and the profession of mobility engineering by calling attention to outstanding contributions. –Encourage entry into the automotive engineering profession, motivate practitioners to achievement, and make SAE more attractive to its present and potential members.

25. Society of Automotive Engineers Benchmarking Data Sections Award of Excellence –Description This award recognizes those sections that have done an outstanding job in extending the Society’s services to the local members in their territory. It is hoped that such recognition will challenge the sections to continue to review the programs and services they provide to keep them in tune with the changing needs of their members. It also encourages a competitive spirit among the sections to search for new and improved services. –The Award This award, established in 1972, is administered by the Sections Board. It consists of a laminated certificate and felt banner and is presented during the SAE International Congress & Exposition.

26. Society of Automotive Engineers Benchmarking Data Outstanding Section & Collegiate Chapter Partnership Award –Sponsored by: SAE International Sections Board –This award encourages a high level of interaction between SAE Sections and their Collegiate Chapters. It honors exceptional efforts to develop a comprehensive, year- round program of activities, events, services, and networking opportunities.

27. Society of Automotive Engineers Benchmarking Data SAE Awards (for Senior Chapters) Gold Silver Bronze –Award Criteria TBD (info requested; not on website)

28. Society of Automotive Engineers Benchmarking Data –Section & Collegiate Chapter Partnership Award levels: –President's Citation for Outstanding Section/Chapter Partnership. This is the highest level award given to one SAE Section/Collegiate Chapters with the best overall program. The winning Section and Collegiate Chapters receive a plaque and website award icon as well as a monetary award designated for future teaming projects. They will also be featured in UPdate, the SAE International monthly member publication. –SAE Section/Collegiate Chapter Partnerships of Distinction Awards. This award will be presented to all Sections & Collegiate Chapters that attain a minimum of 50 points based on the award criteria. There is no limit to the number of recipients of this award annually. Selected Sections and their participating Collegiate Chapters will receive an engraved plaque along with a website award icon. –Certificate of Recognition. All nominated Sections/Collegiate Chapters that compile a minimum number of 30 points will receive a specially designed Certificate of Recognition.

29. American Society of Mechanical Engineers Benchmarking Data –Internet search only –Extensive list of achievement awards Individual awards of achievement = 66 Service awards (to individuals) = 2 –No date indicating Section awards

30. Summary of Results # organizations evaluated = 9 –2 were non-engineering societies Engineering Organizations evaluated –ASQ –IIE –ASTM –SWE –SAE –APICS –ASME

31. Recommendations Based on experience of related organizations, the following opportunities are possible for SME: –Chapter merit awards (eg, Gold, Silver, Bronze) based on service excellence to membership –Development of the Profession award Contributions to colleges/universities, or K-12 schools promoting math or science education. Host Student Competition or get Students to attend section meetings Sponsoring / supporting a student chapter Engineering related presentations to K-12 schools, universities, or student chapters Participation in engineering job shadowing / mentoring program, Engineers Week programs, or Engineering Fairs / Symposium

32. Recommendations (cont’d) Professional Development award (inno- vative programming for the membership beyond the typical monthly meeting / plant tour) Communication Award (Website, Newsletter, e-Newsletter innovation) Note – criteria for any award category the committee selects would still need to be developed