IEEE Industry Applications Society

1. IEEE Industry Applications Society Chapters Workshop Chicago, Illinois, USA October 2001

2. Workshop Agenda 8:30 - 8:50 INTRODUCTIONS 8:50 - 10:00 CHAPTERS DEPARTMENT OVERVIEW DEPARTMENT ACTIVITY CHAPTER DEVELOPMENT LEADERSHIP MANUAL MEMBERSHIP DEVELOPMENT IAS CONGRESS 10:00 - 10:15 BREAK 10:15 - 12:00 PROGRAMS AVAILABLE TO CHAPTERS IAS ON THE WEB PLANNING SUCCESSFUL CHAPTER MEETINGS 12:00 - 1:30 LUNCH 1:30 - 1:45 CHAPTER AWARDS 1:45 - 3:15 CHAPTER EXPERIENCES AND DISCUSSION 3:15 - 3:30 CLOSING REMARKS & ADJORN

3. IEEE Organization IEEE RAB TAB Regions Divisions Sections Societies Chapters

4. IAS Organization Council Executive Board Staff Departments Operating Departments Standing Committees Awards Chapters & Membership Education Meetings Publications Standards Industrial & Commercial Power Systems Industrial Power Conversion Systems Manufacturing Systems Development & Applications Process Industries Const & Bylaws Electronic Comm Financial Planning Long Range Planning Nominating InterSociety Cooperation

5. IAS CMD Organization Department Chair Mark Harris Membership Committee Clayton Reid Development Committee Darin Hucul Communications Committee Erling Hesla DL & RS Program Committee M.A. Rahman Electronic Publications Committee Area Chairs Manual Committee Darin Hucul Chapter Chairs

6. Chapters and Membership Budget Mark Harris

7. IAS CMD Budget • Chapters • Videos, Tutorials, Awards, Area Chairs etc. • Support, Awards, Office Supplies • Seed Money, Promo for R8, 9, &10 • Travel Costs for Speakers, Web Site • Membership • Drives, Marketing, Brochures, Advertising, Office Supplies, Fees & Expenses

8. CMD Budgets/Actuals

9. CMD Budget • IEEE is operating with a deficit budgets to • Support investment in major initiatives • electronic services such as Xplore etc • However.. • Stock Market recent poor performances resulted in income shortfall • Corporate reserves exhausted • Results in reduction of society reserves • Societies are profit centers • Societies have to adjust budgets accordingly

10. CMD Budget • Effect on the IAS 2002 Budget • reduced by $40K from $345K to $305K • Chapters and Membership budget • reduced by $18.8K from $94.8K to $76K • nb CMD is large portion of total IAS budget 25-30% • CMD typically under-spends • 2001 budget OK

11. IAS Budgets • What’s the message here • Chapters and Membership are considered vitally important • Funding is strong • Chapters are encouraged to take advantage of every thing that is offered

12. IAS Administration Office Mark Harris

13. IAS Administration Office • The Administrative Office of the IEEE Industry Applications Society functions as a planner, facilitator and coordinator of IAS activities while providing logistical support. • It is the contact point for the Society. • The Office reports to and is accountable to the Executive Board, operating within the policies of the Executive Board. The office formally reports to the board at each Exec. Board meeting on its activities.

14. IAS Administration Office • Specific functions are as follows: • IAS Archives • IEEE Headquarters Liaison • IAS Exec. Board Administration • IAS Organizational Records • IAS Office Telephone • IAS Member Support • IAS CD Product Support

15. IAS Administration Office • Bob and Lee Myers • 799 Beverly Glen Los Angeles, CA 90077-3101 310 446 8370 (V) 310 446 8390 (F) • Office Toll Free Number

16. Chapter Development Darin Hucul Chapters Development Chair

17. Chapter Development • Topics • Strategic Plan • New Chapters • Intersociety Initiative • Chapters Promotion

18. 1997 1998 1999 2001 2002 Grow Chapters by 5% x x x x x Rescue Inactive Chapters x x x x x Sections' Congress x x Chapter Officer Training Video (4 yr cycle) x x World Wide Advertising x x x x x Strategic Plan

19. Chapter Development • Topics • Strategic Plan • New Chapters • Intersociety Initiative • Chapters Promotion

20. Grow Chapters by 5% • 5% means 4-5 new chapters per year • North America and Canada more stable membership and regional organization • High membership growth in R8, R9 and R10 • More chapters to meet increasing membership needs in these regions

21. Identify Potential Chapters • Analyze Section and Society membership data to locate: • Sections without IAS chapters that have enough members to support a chapter • 12 members minimum requirement • 25 members more realistic • Sources: • Annual Report of the Secretary • SAMIEEE Society membership database

22. New Chapters Last 5 Years R1-7 R8 R9 R10 Jacksonville (USA) UK CS Italy Turkey 1997 Argentina Venezuela Calcutta Germany 1998 Benelux Egypt Bombay Peru 1999 Croatia 2000 Boise Norway Saudi Arabia Yugoslavia Macedonia 2001

23. Region 1 2 3 4 5 6 7 8 9 10 IAS Members 704 950 961 850 928 1027 547 1181 537 913 Sections 23 25 48 24 24 35 21 36 31 47 IAS Chapters 9 10 9 6 8 16 6 15 9 16 Potential Chapters 1 4 8 5 6 3 4 11 3 11 Regional Survey Potential Chapters defined as Sections with more than 25 IAS members

24. Chapter Development • Topics • Strategic Plan • New Chapters • Intersociety Initiative • Chapters Promotion

25. Joint Chapters • A joint chapter can provide • Critical mass to establishing technical outlet to serve membership • A means of strengthening chapters in times of stress

26. InterSociety Cooperation • InterSociety joint chapter initiative between: • PELS (Power Electronics Society) • PES (Power Engineering Society) • IES (Industrial Electronics Society) • IAS (Industry Applications Society) • To identify potential opportunities for joint chapters where each society membership is small • To identify weak chapters that may benefit from becoming a joint chapter

27. Chapter Development • Topics • Strategic Plan • New Chapters • Intersociety Initiative • Chapters Promotion

28. Chapter Promotion • Chapter promotion is a continuous activity • Newsletter articles • Direct mail to Society members • E-mail to Society members • Direct mail and E-mail to Section leadership • Direct contact with Section and Regional leadership • Distinguished Lecturer Tour offers to Sections

29. Chapter Promotion • Chapters Department sent e-mail • Direct to IAS Members in Spain, Saudi Arabia, Switzerland and France • Offering support to establish chapters • Has resulted in new chapters in Spain, France and Saudi Arabia so far • Directly approaching IAS membership always more fruitful approach

30. Chapters Leadership Manual Darin Hucul

31. Vision Statement To publish an IAS Chapter Leadership Manual that will help chapter executives around the world build, maintain and grow strong and healthy chapters that deliver timely, informative and professional programs to IAS members

32. Goal For all chapter leaders to have a current, accurate and easy-to-use reference manual

33. Chapters Leadership Manual • Published in November 2000 • Issued to all Chapter Chairs and Area Chairs • Topics Include: • Operations • Sources of Help • Program Planning • Chapter Development • Contacts • Data • Forms • Available through Chapters Department

34. Contents • Basic Chapter Operations • Sources of Help • Program Planning • Chapter Development • IAS CMD Contacts • Useful IEEE E-mail and Web Sites • Forms

35. Membership Development Clayton Reid Membership Development Chair

36. IAS Membership Goals • 3% Growth Each Year • 1999 Actual: -4.7% (changed fee structure) • 2000 YTD: -4.2% FACT • It Takes Approximately 1,600 New Members a Year to Maintain Zero Growth

37. Membership Statistics

38. 2000 IAS Incentives Each Chapter has target quota of 6% growth • Chapter receives $25 for every member beyond the quota up to $1,000 • Extra $500 to the small and large chapters who have the most new members • Results based on the 2000 IEEE Secretary’s Report

39. Senior Member Incentives • Encourage Senior Member Applications • 10+ years active professional practice including at least 5 years significant performance, contributions and accomplishments in the profession • Requires 3 Senior Member or Fellow references • IEEE sends $10 to Section for each new Senior Member

40. IAS Congress2001 Mark Harris

41. IAS Membership Survey • The IEEE Industry Applications Society conducted an extensive membership survey in 1999. • Over 2,400 members participated in the survey. • The IAS Executive Board performed a preliminary evaluation of the survey results in December 2000. • It was decided to hold an “IAS Congress”

42. IAS Congress • Two critical, strategic issues were the focus of this IAS Congress • Attracting more "Graduates of the last decade" (GOLD) young engineers to become active in the IEEE IAS at both the Technical Committee level and at the Local Chapter/Section level. • Providing a significant increase in continuing education opportunities (tutorial outreach +++) focused on our industrial members.

43. IAS Congress • The objectives of the conference would be • Focus on these issues • produce actions • Logistics • Provide environment to discuss issues • Best if arranged as an independent meeting, however • Expensive • Difficult to get coordinate personnel • Piggyback on an IAS conference/event

44. IAS Congress • 2001 IEEE IAS Pulp & Paper Industry Conference, Portland, Oregon • Saturday/Sunday June 16/17, • Organized by • Mark Nelms (IAS President-elect) • Lanny Floyd (Power System Engineering Dept. Chair) • Andy Smith (IAS Magazine Editor) • Bob Lorenz (IAS President) • Facilitator (Help focus on the issues) • Henry Shein, well recognized IEEE staff member facilitated the congress

45. IAS Congress • The invited group included all representatives in leadership positions. • Chairs of all IAS Technical Committees (16) • Chairs of all IAS Staff Departments (6) • Chairs of all IAS Operating Departments (4) • IAS Society Officers (5) • Other IAS Executive Board members (6) • IAS Magazine & Trans. Editors (2) • IAS Conference Coordinator • IAS Administrator

46. IAS Congress - Results • Restructure the Education Dept. to focus on tutorials with participation by each conference offering tutorials and on asynchronous continuing education • Mark Halpin (IAS Education Dept. Chair) to lead.

47. IAS Congress - Results • To do market research for tutorials and continuing education - via Surveys at meetings P&PIC, PCIC and IAS Annual meeting • Mark Halpin (IAS Education Dept.Chair) to lead along with Roger Jones (P&PI TC Chair, Jim Hill (P&CI TC Chair), etc.

48. IAS Congress - Results • To collect and organize past and future IAS tutorials on our IAS Website • Prasad Enjeti (IAS Webmaster) to lead and IAS Administrative office. • To set up monthly IAS member email message (on screen only) with hyperlinks • IAS Exec. Board with IAS Administrative

49. IAS Congress - Results • To develop a mentoring program within IAS • Jerry Hudgins (IAS Vice President) to lead. • To develop technology-focused, regional workshops • Mark Harris (IAS Chapters & Membership Dept. Chair) to lead.

50. Chapters Workshop 15 Minute Break