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CPA/CBAR Best Practices

CPA/CBAR Best Practices. Joint District Meeting – August 8, 2015 Sue Franks, CFPIM, CSCP Southwest District Standards. What is CPA and CBAR?. CPA: Channel Partner Agreement (Required). CBAR: Chapter Benchmarking and Reporting (Optional). Excellence In: Membership Education

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CPA/CBAR Best Practices

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  1. CPA/CBAR Best Practices Joint District Meeting – August 8, 2015 Sue Franks, CFPIM, CSCP Southwest District Standards

  2. What is CPA and CBAR? CPA: Channel Partner Agreement (Required) CBAR: Chapter Benchmarking and Reporting (Optional) Excellence In: Membership Education Programs Finance Marketing and Sales Community Recognition

  3. Expected Outcomes for C-BAR Participants • Easy identification of opportunities for growth • Ability to promote challenges • Access to a great administrative tool • Demonstrated benefits of continuous improvement • Identification of meaningful metrics and measurements • Recognition / shared achievements, accomplishments and innovations

  4. CPA Document Requirement Review • Member Survey • BOD Meeting Minutes • CPA Letter of Compliance • CPA Letter of Assertion – Financial Responsibiity

  5. CBAR (Optional) Documentation Requirements • Marketing Plan • APICS Certifications on Chapter Website • Planned vs Actual Budget and Year End Report • Strategic Plan • Chapter Metrics • Narrative & Innovations Document

  6. Best Practices Identified in Past Years • Teleconferencing for board meetings • Anaheim worked with California Department of Unemployment so participants can use unemployment benefits for classes (retraining) • Tucson and San Diego use CPA/CBAR to focus BOD activities • LA developed an online interest tracking tool • SGV piloted a 6 session workshop on critical CPIM concepts as an orientation course to gain participation

  7. What Are Your Best Practices?

  8. Thank You! Sue Franks, CFPIM, CSCP Southwest District Standards s.franks@Comcast.net

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