Unit Self Assessments Jack Whitehead jrw5@att

1. Unit Self Assessments Jack Whitehead jrw5@att.net

2. Unit Self-Assessment is about understanding: The Unit’s value proposition – what value does a unit bring its members? The value of demographics The power of simplicity, buy-in, opportunity, and perspective The elements of planning The importance of performance metrics Session Objectives Meeting the needs of Members through Self Assessments

3. On the Leading Edge . . . .You Will Learn • Your Unit’s “Fit” in ASME • Definitions for Perspective • The Planning Process • Case Review • Lessons Learned • Keys to Success • Summary

4. ASME Vision: ASME will be the essential resource for mechanical engineers and other technical professionals throughout the world for solutions that benefit humankind ASME Mission: To serve our diverse global communities by advancing, disseminating and applying engineering knowledge for improving the quality of life; and communicating the excitement of engineering

5. Your Unit’s “Fit” in ASME An Important Part of ASME Strategic Priorities Energy: ASME will serve as an essential energy technology resource and leading advocate for balanced energy policies Global Impact: ASME will deliver locally relevant engineering resources to advance public safety and quality of life throughout the world Engineering Workforce Development: ASME will foster a broader, competent, vibrant and more diverse engineering workforce with improved retention in both the profession and ASME over all career stages

6. Your Unit’s “Fit” in ASME Accommodates many basic Units

7. Your Unit’s “Fit” in ASMEBuilding Relationships for Now Knowing Your Unit – The Value (An Exercise) What is the main strength of your unit? Are the needs of your members being met? Does you unit have a busy agenda? What has been accomplished? Do you recruit member volunteers? Are any volunteers recycled?

8. Your Unit’s “Fit” in ASMEBuilding Relationships for the Future Knowing Your Unit – The Value (An Exercise) What has been the most significant activity of 2011-2012. Why? Was it followed by a survey to rate value? Name a unit success. Identify a lesson. What action could help your unit be more successful?

9. Your Unit’s “Fit” in ASMEBuilding Relationships for Now and the Future Knowing Your Unit Does your unit have a Vision? Mission? How does your unit’s vision align with that of ASME? Does your unit have a written Plan? With goals and actionable items? Timing? What drives it? How does it accommodate change? Is your unit viewed as a business? What are your unit’s products and services? What is important? Needs? Goals? Core activities?

10. Your Unit’s “Fit” in ASMEBuilding Relationships for Now and the Future Knowing Your Unit Environment – who do you serve? Members, companies, “pockets” of interest Who serves Committees, Partners (i.e., other units, other Societies, businesses, etc) . . . . Use of mentors, training? . . . .your members . . . .what are the roles?

11. Your Unit’s “Fit” in ASMEKnowing Your Unit Unit Demographics (suggest 3 year profile) Membership – interests, places of work, professional activities, training needs Unit Activities – meetings and networking opportunities professional development, student support Custodial Account – revenue/expense Partners – Other ASME units, other Societies, businesses Communications – stakeholders; website, social network Administration – Operations Guide, By-Laws, honors

12. Definitions for PerspectiveKnowing Your Unit Self-Assessment – Comprehensive review and evaluation of activities and relationships Programs, Products and Services – Value to members and potential for revenue generation Customers – Those whom you serve; stakeholders Value-Added – Something perceived to provide a return for the investment of time and/or monies Champions – Volunteers willing and trained to provide activity leadership Interfaces(Partners) – Groups that provide links to information, volunteer support or other resources Load Leveling – Effective use of volunteer support in development and implementation of programs, products and/or services Delayering – A reduction in organization structure hierarchy to simplify the management of tasks Metrics – Data useful in measurement of performance

13. The Leading Edge . . .Creating a Plan COORDINATED DEVELOPMENT EMPOWER CHAMPIONS AWARENESS CUSTOMER • MISSION • VISION • RESOURCES • LEADERSHIP • COMMUNICATION • MEMBERS • NEEDS PRODUCTS AND SERVICES PERFORMANCE MEASUREMENTS VALUE ADDED FEEDBACK LESSONS LEARNED • TRAINING • QUALITY GLOBAL MECHANICAL ENGINEERING COMMUNITY FLEXIBILITY

14. The Planning Process Mission/Vision/Goals – Assess member/customer needs Alignment with ASME Strengths, Weaknesses, Opportunities, Threats (SWOT) Plan with schedule (and commitment) . . . and the buy-in of stakeholders Define value-added activities – topics, audience, scope Benefit/effort-risk; metrics Marketing analysis/strategy “Packaging” Organization & Management Load level – simplify, focus on few, teaming Empower champions – mentoring the “how to” tactics Finances and other resources (i.e., partners, staff) Performance evaluation – success, lessons learned

15. The Planning ProcessTechnical Communities Model – Continuous Improvement DRIVE Develop Develop DRIVE Execute Analyze & Plan Measure

16. Case Review Materials and Structures Technical Group, 2001 Divisions: Materials, NDE, PVP, OMAE Activities Conferences: PVP (including NDE participation), OMAE, Materials/Applied Mechanics, NDE Topical Publications: Materials and PVP journals Opportunities: Technical Chapters (PVP), Industry involvement Custodial Funds – Used for web, scholarships, student paper contest ASME Partners – Divisions, Codes, Education Communications – Newsletters, Web, Brochures Administration – By Laws, Honors

17. Lessons Learned Materials and Structures Technical Group, 2001 Membership: Largest in S. Texas Partnerships: Adopt-A-Section – Conference Drivers; Other Organizations ASNT (NDE) Custodian Funds: Encourage fund investments + Design Group Award Opportunities: PVP Short Courses, Young Engineers/Students, Mentoring, Industry dialogue Administration: NDE Honors program, Initiated Group publications guidelines

18. Lessons Learned

19. The Leading Edge . . . Building Relationships for Now and the FutureKeys to Success Perform a realistic assessment of member needs, metrics Be proactive in response to change Set few goals and do them well Evaluate performance and provide feedback to the process. Determine from assessment what resources are needed to improve performance; who will provide them?

20. The Leading Edge . . . Building Relationships for Now and the FutureSummary Know your unit Use lessons to plan Define value-added activities aligned with vision and a set of metrics Empower others to lead projects Commit to reach goals that support the vision Evaluate performance for continuous improvement

21. The Leading Edge . . . Building Relationships for Now and the FutureSummary Test for Value Added What are 3 metrics most important to my unit? What is the most significant product, service or program provided by my unit? Name 3 key member demographics How can my unit determine member needs? How can I convince my unit to focus on a simple agenda and recruit from within the ranks?

22. The Leading Edge . . . Building Relationships for Now and the FutureConnected LTC Sessions Serving at the Governance Level – ASME Organization Mentoring Students and Early Career Engineers – People resources Introduction to Strategic Planning – The “Big Picture” view a unit’s direction Use of Best Practices – Addressing problems or creating opportunity Resource Management – Effective utilization of resources

23. Unit Self-Assessment