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APICS Leadership Institute

APICS Leadership Institute. C-BAR and Chapter Minimum Standards Review. Why Do We Need Standards. Benchmarking chapter success Early indicator of potential problems Improved customer service Facilitates branding consistency. Why C-BAR Was Developed. Legacy tool for chapter operations

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APICS Leadership Institute

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  1. APICSLeadership Institute C-BAR and Chapter Minimum Standards Review

  2. Why Do We Need Standards • Benchmarking chapter success • Early indicator of potential problems • Improved customer service • Facilitates branding consistency

  3. Why C-BAR Was Developed • Legacy tool for chapter operations • Strategic objective of the CDC to update the Passport program • Logical next step for chapters that go above and beyond minimum standards • Opportunity to recognize chapters that demonstrate best practices

  4. What Is SOP 3.11 • Section 3.11 of APICS Standard Operating Procedures • Defines standards and monitoring process • Six categories • Customer Expectations • Communications • Professional Development Events • Education • Association Participation • Financial Responsibility

  5. C-BAR Structure • Easy-to-use Excel spreadsheet is structured in line with Chapter Minimum Standards (CMS) • Recognition for chapter best practices • Designed to help chapters think strategically • Participation follows CMS compliance • Streamlined • Simplified format can be completed in far less time and paperless

  6. Customer Expectations Chapter Minimum Standards • Member needs survey (or other mechanisms) • collect member needs • at least once every three years • demonstrate action on those needs ongoing • Minimum of three professional development event evaluations per year C-BAR • Chapter marketing plan • Local company needs analysis • Formal company coordinator program

  7. Communications Chapter Minimum Standards • Maintain a Web site • Link to APICS (www.apics.org) • Communicate at least eight times per year • Hard copy or soft copy newsletter • Upcoming events announcements via e-mail • Company Coordinator program C-BAR • Member recognition • Locally published APICS articles

  8. Professional Development Events • Chapter Minimum Standards • Minimum of three professional development events per year • Examples may include • Professional development meetings, plant tours • Online chat room sessions, Webinars • Joint meetings wit other chapters and associations • C-BAR • Measuring professional development success • Joint meetings • Leadership or top management PDM

  9. Education • Chapter Minimum Standards • Hold a minimum of two educational offerings per year • Offer at least three educational offerings • May be offered in workshop, online, or part-time study course formats including • Certification (CPIM or CIRM or CSCP) educational offerings • Noncertification offerings, e.g., Fundamentals • Offerings in conjunction with other associations, universities, or consulting companies • C-BAR • Certified and qualified instructors • Student evaluation of educational offerings • Percentage of membership certified

  10. Association Participation Chapter Minimum Standards • Update listing of chapter officers for the year • Submit no later than 60 days after election of chapter officers • Submit via My Chapter • Review chapter bylaws annually • Submit changes to APICS Headquarters (if required) • Minimum of four chapter board of directors meetings per year • Includes one transition and/or orientation meeting • Officer training attendance • May include attendance at Leadership Institute, region meetings, and other officer training sessions • Minimum of one officer on the officers electronic discussion list

  11. Association Participation (continued) C-BAR • District meeting attendance • Support to a distressed chapter • Monetary or time • Presenter at APICS conferences or workshops or business meetings • Region event or international conference • Published articles

  12. Financial Responsibility Chapter Minimum Standards • Provide APICS with a letter of assertion • from the chapter board of directors • chapter financial records fairly state the assets, liabilities, revenues, and expenditures • all required regulatory filings have been made in a timely manner C-BAR • Maintain a financial budget • Purchase liability insurance • Audit review of all records/transactions

  13. Submission Process • Must be submitted by July 31 each year • Submitted via section one of C-BAR • Reviewed by District Manager • May be assisted by district board / staff • District Manager review to be completed by August 31

  14. What If We Don’t Measure Up? Chapter Minimum Standards • District Manager will invoke revitalization status • HQ, CDC, and chapter are notified • Chapter has three years to meet standards • must show progress annually • District, CDL, and chapter board determine best course of action for revitalization • If standards cannot be met within three years • all avenues to revitalize the chapter are exhausted • no demonstrated improvement is evident • District Manager may approve the disbandment of the chapter

  15. Additional Considerations • Chapter that fails to, or refuses to, submit results will fall into revitalization status • may face other actions at the District Manager’s discretion • At any time during the revitalization process, chapters may voluntarily disband if improvement does not seem possible

  16. What About IssuesBeyond Chapter’s Control? • Variant standards • Chapter did not meet the approved standards • Chapter can provide supporting documentation • Based on-voice-of-the-customer feedback • District Manager may exempt those variant standards • Such variances must be reviewed each year • District Manager will update HQ, CDC, and chapter • No later than August 15 each year

  17. How to Get Started • Access CMS and C-BAR workbook online • http://www.apics.org/membership/volunteers/chaptermanagementmaterials.htm • Complete Chapter Minimum Standards • Chapter did not meet the approved standards • Provided tangible documentation to support chapter • Based on voice-of-the-customer feedback • Decide to participate in C-BAR Program for further chapter success • District Manager will update HQ, CDC, and chapter • No later than August 15 each year

  18. Discussions Questions Learning Panel Discussion

  19. Summary The goal of the standards is NOT to disband chapters • Standards will assist chapters by • providing early warning of issues • enforcing assistance from the District and HQ • Standards will improve customer service • more consistency of service • more consistency of brand image Goal of C-BAR is to provide legacy tool for effective chapter management

  20. Questions

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