SIM Chapter Leader’s Meeting

1. SIM Chapter Leader’s Meeting October 3, 2010 North Tower - M1/Dogwood A 8:00 AM

2. Chapter Leader’s Meeting Agenda Time Item Facilitator 8:00 AM Breakfast 8:30 AM Welcome to Chapter Leaders Meeting Pat Coffey 8:45 AM Summit Reports Wendell Jones 10:15 AM Management Council Reports Wendell Jones 10:45 AM State of the Society Wendell Jones 11:00 AM Service Catalog Development Jim Murphy/Wendell Jones 11:15 AM Chapter Leaders Open Forum Kristin Valters Rick Pride Eric Gorham 11:50 AM Closing Remarks Pat Coffey

3. Summit Initiatives and Management Council Programs Summit Initiative Reports • Members in Transition Jana Markowitz • Social Media Kevin More • Partners Program Sanjog Aul • Knowledge Management Walt Weir/Jim Murphy Management Council Reports • Membership and New Chapters Pat Randall • SIMposium Updates Karl Wachs • RLF Kevin Ryan • APC Madeline Weiss • Marketing Judy Artche-Carr • Academic Affairs Mary Sumner • Finance, Operations and SIMnet Jim Murphy

4. Welcome to the SIM Chapter Leader’s MeetingSIMposium 2010 Pat Coffey

5. SIM Strategic Direction To be recognized as the community most preferred by IT leaders for delivering vital knowledge that creates business value & enables personal development. Vision Value Proposition Professional Advocacy Knowledge Sharing Personal Development Improve the public image of our industry by advocating for the CIO professional To provide the preferred environment for facilitating a culture of giving and receiving rich intellectual capital To provide vehicles where IT leaders can build networks to learn more about themselves, develop new skills/capabilities, test/practice these new skills in a safe environment, and promote their career to achieve higher satisfaction • Structure and provide focused networking and knowledge-sharing opportunities for IT leaders. • Develop and deliver actionable executive-level information on IT and its use to drive business value. • Be an active advocate for IT issues critical to sustaining a vigorous information technology profession that can meet business demands. • Deliver the premier capabilities and services for the personal development and support of IT leaders. KeyStrategies

6. SIM 2010 Goals • Improve Chapter Services and Support • Stabilize Finances and Operations • Implement New Organizational Structure

7. 2010 Accomplishments • Hosted 2010 Chapter Summit • Membership and chapter growth • Examined operations to ensure SIM’s solid financial foundation • Strong year for SIM Programs APC and RLF • Launched new SIMnet web platform • Completed implementation of new governance model

8. Most importantly…THANK YOU!

9. Summit Initiatives Reports Members in Transition Jana Markowitz Social Media Kevin More Partners Program Sanjog Aul Knowledge Management Jim Murphy for Walt Weir

10. Members in Transition (MIT) Initiative Susan Caldwell

11. MIT Team and Process • Objective: To effectively address the needs of members-in-transition locally, regionally and nationally. • Leaders from all over the country volunteered to share their chapter programs, including: • Stacey Alexander, Denver -- Jeff Skulsky, NJ • Susan Caldwell, Memphis -- Mario Stassi, NJ • Susan Goss, Seattle -- Michael Szot, NJ • Jana Markowitz, Memphis -- Joe Tait, Philadelphia • Marsha Williams, Denver • The team conducted conference calls, shared information, established goals, and scheduled deliverables.

12. Summary of Current Programs • Several Northeastern chapters established a program to assist members through Yahoo Groups, weekly moderated conference calls and webinars. • The Memphis chapter provided individual coaching and instructor-led training in a series of classes with “homework” and follow-up sessions • Denver recruited new members – offering networking and job-leads as an incentive to join SIM.

13. MIT Deliverables • The national “MIT program in a box” consists of: • A PowerPoint overview showing “how to” and providing optional program elements • A Word document explaining “how to” • A PDF with references – websites, books, search firms and SIM members who are Recruiters to helpthe member in transition

14. MIT Next Steps • In the next phase the team plans to: • Share the Northeast’s conference calls and Yahoo Groups across all chapters with rotating responsibility for moderating • Offer training not available in some chapters to all SIM members (e.g., training on body language, behavioral interviewing and other topics helpful to job seekers) • Expand and maintain reference materials so that every member can have access

15. Social MediaInitiative Kevin More

16. Summit Update – Social Media Background and Progress • Leverage Social Media for the promotion of SIM programs and provide value to our membership • Social Media Team Established 6/2010 Kevin More, Boston / Peter Vogel, Dallas Fort-Worth Co-Leads) 14 Team Members • Closely aligned with Marketing Team (playbooks, collaboration opportunities, redundancies etc.) • Marketing Team (External) v. Social Media Team (Internal) • Benchmark SIM Social Media initiatives (completed 9/2010) • Social Media Survey and Analysis (completed 9/2010) • Next Team Meeting - Face to Face at SIMposium

17. Social Network Survey Response • Survey sent to 3,253 members on July 6, 2010 • 475 responses from chapters including:

18. What do you find is the most significant barrier to using social media technologies? • OBSERVATIONS • Privacy, Time Consumed, and overall Limited Value are the primary reasons SIM members are not more aggressive in adopting social media. • TAKEAWAYS • SIM social media strategy should be clear on specific value provided. • SIM social media strategy should be conservative in securing information identifiable to a particular SIM member. • “Push” technology should be investigated to minimize time spent by members to realize value provided.

19. Does your employer have a Social Media policy that blocks Internet access to certain Social Media sites? • OBSERVATIONS • Approx 37% of SIM member companies block social media platforms. • Approx 45% do not block social media platforms. • Approx 12% do not have a policy but are likely to in the future. This will increase the number of SIM member companies that block social media. • TAKEAWAYS • If we are to communicate with SIM members during working hours, both traditional and social media strategies will need be implemented.

20. Takeaway Summary • A meaningful number of SIM members could benefit from SIM leveraging social networks. • There are also a meaningful number of SIM members who are still better served using traditional communication methods (unless they are willing to change their behavior) • LinkedIn should be our initial focus for leveraging social networks for SIM. • Facebook and Twitter should also be explored as increased adoption is likely. • Facilitating networking among SIM members is the highest-impact current opportunity. • Other benefits should also be considered as approx 30% of SIM members are also using social media for other reasons. • SIM social media strategy should be clear on specific value provided. • SIM social media strategy should be conservative in securing information identifiable to a particular SIM member.

21. Recommendations • Document a value-proposition statement to clarify Social Media goals. • Should be integrated with existing Marketing goals. • Should supplement existing Marketing goals. • Does not replace existing non-Social Media activity such as newsletters, e-mail blasts, etc… • Create multi-tier implementation approach starting with LinkedIn and Facebook to support the value proposition • Let’s go where the users already are, and let’s not re-invent the wheel. • Most users are already on one of these two platforms. • Both platforms offer some types of security. • Both platforms offer push of information to users. • Both platforms offer strong networking capability.

22. Recommendations • Begin exploring Twitter and BLOGs for early adopters from SIM membership. • Create “playbook” for use by Local SIM Chapters in implementing Social Media Strategies that align and benefit from SIM National activities. • Be clear at all times about how security of information/membership will be maintained. • Leverage/Integrate YourMembership platform wherever possible.

23. Next Steps for 2010 • Continue to Grow SIM – Connect LinkedIn Group • Continue to evaluate existing yourmembership.com capabilities/gaps and website content - maximize platform • Oct - Draft organizational strategy and value proposition statement to include privacy/security, alignment with marketing activities, coordination of all SM tools and on-line initiatives • Oct - Communicate Survey Results to SIM Membership (vehicle TBD) • Dec - Create “playbook” for use by Local SIM Chapters in implementing Social Media Strategies that align and benefit from SIM National activities.

24. Partners ProgramRedesign Sanjog Aul

25. Partner Program Summit Update 25 Partner Program • Strategy to revamp partner program as follows: • Complete feedback collection from Existing/Prospective Partners regarding current and desired program makeup. Target date: September 30, 2010 • Complete feedback collection from SIM Chapter Leaders regarding current and desired program makeup referring current/prospective partner feedback. Target Date: October 15, 2010 • Present draft of the new Program – October 31, 2010 • Rollout final program post board approval – Nov 15, 2010

26. Knowledge ManagementInitiative Jim Murphy for Walt Weir

27. Knowledge Management Vision The most important and powerful assets of the SIM organization are the – Wisdom, experience and practical knowledge of SIM members. Our vision is to develop the Knowledge Management component of the SIMnet environment and website into both: • A value-added benefit for SIM members with a store of information about topics important to our chapters and members, and • A revenue-generating tool

28. Knowledge Management Vision We are planning to build a Knowledge Management capability into SIMnet to store information about various topics and points of view important to our chapters and members. For example: Vendor partnerships that SIM has in place How to develop vendor relationships Identification of potential discounts inside vendor news SIM members in the news Listing of SIM members with specific skills or areas of interest that are willing to share their knowledge with other members Members that are willing to consult Latest technical trends SIM Best Practices for solving common problems • Speakers Bureau • A listing of successful presenters and their topics with grades from SIM members • A checklist of things to do when inviting a speaker • SIM consultants • A listing of those members that would be willing to provide consulting services and also their area of expertise • Major SIM initiatives • A listing of what those initiatives are and who is leading them? • SIM research activities • Listing of what those research activities are and who is leading them?

29. To move KM forward Next Steps: • Continued development of the overall SIMnet policy in this area • What is considered allowable content on the site? • Who in SIM can submit what to the site? • What is the process chapters and members will use to submit information to be placed on the site? • Determine appropriate policy / guidelines for dealing with intellectual property rights, security etc.. • Site design and technical structure • Determining necessary budget for web development services • Web Designer for making the necessary changes • Web development – actual coding • Server technology – performance, any server-side scripting and any potential database issues associated with expanding the site

30. To move KM forward Next Steps (continued): • Assuming interest and willingness to participate • Develop the budget to begin website design and development. • Work with the Management Council and SIM Chapters to make sure we are inclusive and addressing the right issues to build correctly • Knowledge Management team would continue to assist in the development of the design and further actions.

31. Knowledge Management Team Contributors KM team contributors: • Walt Weir, Chair, wweir@nebraska.edu • Jim Murphy, jimmurphy@me.com • Sanjog Aul, saul@ciotalkradio.com • Dick Vandenberg, dick.vandenberg@cioservicesgroup.com • Dennis Daniel, dsquare@nc.rr.com • Ed Trainor, TrainoH@amtrak.com • Stacey Alexander, Stacey.alexander32@gmail.com; • Tim Crawford, tim.crawford@me.com

32. State of the Society Wendell Jones

33. State of the Society—2010 Results • SIM on track to achieve 2010 goals. • Financial results for 2010 better than anticipated • New SIM organizational structure working. • Integration across programs is better. • Summit teams showing creativity and making progress. • New SIMposium company looks promising to take the event to new levels of excellence. • Greater understanding of what Smith Bucklin does for SIM, how they do it, how we are charged, and what we can do to improve performance and cost.

34. State of the Society—2010 Remaining Challenges Before the end of 2010, we need to: • Implement a performance-based model with Smith Bucklin. • Re-compete Smith Bucklin contract or negotiate contract with new provider. • Increase comfort level of SIMnet (Your Membership) users. • Increase membership retention and new memberships. • Design a viable Partner program attractive to the companies and the chapters. • Implement and facilitate use of KM, SM, MIT and other capabilities developed by Summit teams. • Launch 2011 SIMposium planning, publicity and teams. • Develop 2011 strategy, goals and budget

35. Management Council Reports Membership and New Chapters Pat Randall SIMposium Updates Karl Wachs RLF Kevin Ryan APC Madeline Weiss Marketing Judy Arteche-Carr Academic Affairs Mary Sumner Finance, Operations and SIMnet Jim Murphy

36. Membership and New Chapters Pat Randall

37. Current Membership • 3,140 members; 79 members joined/renewed in August • 7% off from same time last year • 88% of 2009 year-end membership total • National Membership Campaign started September 29th • Membership Campaign expected to increase membership.

38. Membership Leaders • 10 Chapters have exceeded or matched their 2009 End of Year totals, as of mid-September: Detroit Northeast Ohio Portland Atlanta Indianapolis Arizona Central California Minnesota Philadelphia Seattle • Atlanta moving from Medium to Large Chapter • Central California leads with percentage of growth at 65%

39. New Chapter Growth Initiatives • Two new Chapters added in 2010: Charlotte and Nashville • New Chapters in various stages of startup: Tampa Las Vegas San Antonio Kansas City Jacksonville, FL Pittsburgh Shanghai Singapore

40. Summit Initiatives – Membership • Create a Value Proposition • Create a Membership On-boarding and Orientation Template

41. SIMposium Update Karl Wachs

42. SIMposium 2010 at a Glance • Revenue almost back to normal • Only ~7% of SIM membership participating; not much different from previous years

43. SIMposium 2011 - Where we are today • First class venue • Low cost • 13 months to go • On track for successful event

44. Next Steps for SIMposium • Project is tracking • Must complete the team • Continue interaction with sponsors to secure 2011 sponsorship • Balance sponsor interest with “from IT for IT”

45. RLF Update Kevin Ryan

46. RLF Update • Exceeding attendance goals. • On track for exceeding budgeted margin goal and SIM contribution. • Tracking closely to budget in all forums • Meeting all key program goals. • Efforts are underway to develop new Forums in SE. • Sales underway for 2011: • 10 enrollments received by 9/24/2010 • A smaller CIGNA In-house RLF is positive at this time • Potential of 2 other In-RLF being explored

47. APC Madeline Weiss

48. Advanced Practices Council • APC Creates Value for its Members by: • Delivering relevant expertise to improve the current and future performance of CIOs • Enabling CIOs to interact with other CIOs in a secure and trusting environment

49. Advanced Practices Council • Key Accomplishments in 2010 • Will meet or exceed membership goal • Continue to receive excellent feedback from APC members and guests for our research and program • Conducted two webinars (SaaS and social media) for potential APC members • Made several APC reports available to SIM members (Energy Informatics, How Do CIOs Measure and Communicate IT Performance?) • Set up online store to sell APC reports to non-SIM members • Made presentations at SIM chapter meetings and CIO Forums • Continued APC Forum column in MISQE

50. Advanced Practices Council • APC Future Directions • Continue to sponsor leading-edge research and exceed member expectations • Build working collaborations with other institutions and programs (IMD, Singapore institute, The Center for CIO Leadership) to increase the value APC members derive from their membership • Continue to hold webinars and give talks to spread the word about the value of APC membership and share the content