APICS Strategic Plan Update

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APICS Strategic Plan Update

• Bob Collins, CFPIM, CIRM2003 APICS President
• As presented by Joe Shedlawski, CPIM
• 2004 Secretary/Treasurer
• March 6, 2004

2
The Weather

• New York
• St. Maarten
• California

3
Where we are

• P Strategic Priorities
• P Strategic Plan
• P Implementation Plan
• P New Execution Structure
• P Transition Plan

4
APICS Mission APICS is the global leader and
premier provider of information and servicesin
production and inventory management and related
areasto enable members, enterprises, and
individuals to add value to their business
performance
1. Systematic Voice of the Customer
2. Product development based on VOC
4. Enhance delivery
3.Reshape member-ship based on VOC
5. Enhance APICS brand and image
6. Expand beyond North America
7. Organization and Governance
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APICS Strategic Priorities

• APICS products and services will be truly market
  and customer driven.
• APICS will have a rapid and agile product
  development process that results in creating and
  refining high quality products that are based on
  market and customer needs.

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APICS Strategic Priorities

• APICS membership offerings will be redefined
  based on voice of the customer research to serve
  diverse needs and target potential customers
  worldwide.
• APICS will enhance delivery channels to
  facilitate a customer-driven approach to products
  and services.

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APICS Strategic Priorities

• APICS will leverage the APICS brand and elevate
  the image, value, and recognition of APICS as the
  production and inventory management solutions
  provider worldwide.
• APICS will expand its presence outside of North
  America.

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APICS Strategic Priorities

• APICS will be a dynamic organization with
  governance systems and processes in place to
  achieve its goals and move forward with its plan.

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Board Action January 2004

• Work Group 7 Governance Proposal defeated, by a
  roll call vote of 12 to 10
• Alternate governance motion submitted by
  Charlotte Baxter, VP, Region 3, withdrawn

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So, Whats Different About THIS Strategic Plan?

• Focused EXTERNALLY
• Implementation and operation plans being
  developed to support the strategic plan
• Structure being re-aligned to support the
  strategic plan (ENABLEMENT!)
• Transition plan to move us from as is to to
  be state over time

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Finance Committee
APICS Board Of Directors
Nominating Committee
Rules and Procedures
Governance
Other Volunteer Leadership Opportunities
(execution)
Ad Hoc Task Force
Body of Knowledge Council
Ad Hoc Task Force
Chapter Development Committee
Ad Hoc Task Force
Ad Hoc Task Force
Ad Hoc Task Force
Ad Hoc Task Force
VOC
Ad Hoc Task Force
270-Plus Chapters
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Some Key Principles

• Ad-hoc groups rather than standing committees
• Opportunities determined by skill set, not by
  longevity or politics

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Some Key Principles

• Opportunities throughout the organization from
  Chapters to the Board
• more meaningful
• tightly focused
• time-framed
• Were looking for a few good volunteers!

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Transition Overview in 2004

• RVPs may choose one of the following
• VOC Council
• BOK Council
• Chapter Development Committee (if they choose not
  to participate, they must appoint representative)
• Board only

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APICS Councils

• Focus on the work of the organization
• Two Councils
• Voice of the Customer (VOC) Council
• Body of Knowledge (BOK) Council
• Provide overall direction in their areas
• Center of volunteer involvement and participation
• Flexible structures to meet needs with
  issue-oriented ad hoc committees and task forces

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Voice of the CustomerCouncil
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Voice of the Customer Council

• Focus meeting the needs of
• member customers
• nonmember customers
• potential customers
• Designed to drive APICS to meet member and
  customer needs while simultaneously growing the
  APICS customer base

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Voice of the Customer Council

• VOC Council will assure that a key component of
  the strategic plan is delivered
• The future organization will have a strong
  leadership component dedicated to hearing,
  validating, and applying the voice of the
  customer

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Achieving APICS Potential
Volunteers
Members
Potential Members/Customers
We must begin to capture the ENTIRE market, not
just our current member/customer
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VOC Council Role

• Review/validate information from staff-led VOC
  research
• Convert potential customers to customers!
• Orchestrate chapter involvement in VOC process
• Develop ideas/programs to apply VOC information
  to all products and services
• Communicate/link VOC to board and larger
  organization

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VOC Composition - Today

• Chair Tom Krupka, CFPIM, Jonah
• RVP Kathy Schweda, CPIM
• RVP Ron Gilmour, CPIM
• CDC Liaison Howard Forman,CFPIM,CIRM
• Staff Liaisons Lynn Grossman Quinn, CPA, CAE,
  and Lisa Prats, CAE
• Other members TBD

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VOC Council Compositionbeginning 2005

• VOC Chair
• One Chapter Development Leader (CDL)
• A Representative of the Body of Knowledge Council
  (ex-officio, w/vote)
• Four Chapter Leaders
• Two APICS members with understanding of potential
  customers

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VOC Council Compositionbeginning 2005 continued

• Up to two nonmembers who are customers or
  potential customers
• Up to two strategy-related customers chosen by
  Board based on strategic plan
• At least one representative from outside North
  America

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Voice of the CustomerCouncil
Sample Ad Hoc Activities
Ad Hoc Task Force
Ad Hoc Task Force
Ad Hoc Task Force
Ad Hoc Task Force
Ad Hoc Task Force

• VOC is expected to have many ad hoc groups
  carrying out the work of the council at any one
  time

Ad Hoc Task Force
Ad Hoc Task Force
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Voice of the CustomerCouncil
Chapter Development Committee
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Chapter Development Committee

• To exist in parallel with Regions
• Region VPs and Region Staff to also serve as
  Chapter Development Leaders (CDL) and Volunteer
  Advisors
• Develop a plan for evolving to society-wide
  chapter development and support

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Chapter Development Committee

• Strengthen and develop Chapters
• Develop Chapter training
• Deliver Chapter support
• Deliver consistent APICS experience(e.g.,
  Passport, mentoring)
• Develop Chapter performance standards
• Monitor and assure performance
• Joint volunteer and staff group

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CDC Composition Today
CDC Chair Luis Barcon, CPIM, CIRM, C.P.M.Staff
Liaisons Mike Clark, CPIM, and Henri
Wingfield 14 RVPs or their designate

• Mary Ann Mauldwin, CFPIM
• Mary Moravec, CPIM
• Eric Schaudt, CPIM
• Jim Semerad, CPIM
• Art Shaffer, CPIM
• Betsy Tucker, CPIM
• Tammy Williams, CPIM

• Alma Ballard
• Charlotte Baxter, CPIM
• Pieter Droog, CPIM
• Howard Forman, CFPIM, CIRM
• Quinn Golden
• Roger Harris, CFPIM, CIRM
• Karl Klaesius, CPIM

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CDC Transition

• By Fall 2004, develop plan for the next steps in
  transitioning toward skills-based functional
  activities and CDLs chosen for functional
  expertise in chapter finance, programs,
  membership, education, marketing/publications,
  and technology

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Body of KnowledgeCouncil
Body of Knowledge Council
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BOK Council Role

• Ensure that APICS Body of Knowledge is at pace or
  ahead of the industry overall
• Ensure that APICS education, certification, and
  related products and services are of highest
  quality
• Use VOC information to ensure that APICS
  education is responsive to member/customer needs

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BOK Council Role

• Create and provide direction to relevant work
  teams and task forces
• Communicate BOK information throughout the
  organization and link the BOK to the Board and
  VOC Council
• To continuously refine and assess BOK-related
  products

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BOK Composition - Today

• Chair Nick Testa, CFPIM, CIRM
• VP Ed Dev Ron Althaus, CFPIM, CIRM, C.P.M.
• VP Ed Dev/SIGS Wendy Kremers
• CPIM Chair Jim Greathouse
• CIRM Chair Robert Vokurka, Ph.D., CFPIM, CIRM,
  C.P.M.
• VOC representative TBD

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BOK Composition Today continued

• ER representative Patricia Wickham
• Current RVPs
• Mike Walsh, CPIM
• Sibyl Melin, CPIM, CIRM
• Chapter/Region Nominees
• Larry Taube, CPIM
• Gary Landis, Ed.D., CFPIM, CIRM
• Arvil Sexton, CPIM
• Staff Liaisons Karen Wynn Freeman, IOM, CAE, and
  Mark Milroy, CAE

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BOK Council Compositionbeginning 2005

• BOK Chair
• Representative of the VOC (ex-officio, with vote)
• Mix of internal and external members based on
  skills/experience
• Open call for nominations for internal members
• President and Chair select members, BOD ratifies
  appointments
• BOD, in consultation with President and Chair,
  appoint 2-4 external members

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Body of KnowledgeCouncil
Sample Ad Hoc Activities
Body of Knowledge Council
Ad Hoc Task Force
Ad Hoc Task Force
Ad Hoc Task Force
Ad Hoc Task Force
Ad Hoc Task Force

• BOK is expected to have many ad-hoc groups
  carrying out the work of the council at any one
  time

Ad Hoc Task Force
Ad Hoc Task Force
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Body of KnowledgeCouncil
Conference Work Group
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Conference Work Group

• The BOK Council is expected to create work groups
  as needed to carry out its mandate.
• One possible group is a work group for the
  International Conference for content input,
  industry knowledge
• Role clarity volunteers provide content, staff
  executes ALL administration logistics

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Product DevelopmentCycle
Product ServiceDevelopment
VOC
Marketing Sales - Branding
Research Development
Delivery -Distribution
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Product Development

• Unless we can develop high-quality products with
  speed and ultimately deliver them with speed, the
  rest of the plan will have little impact on
  APICS success
• Provides a new approach to product development,
  from concept through delivery

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Product Development

• Requires clear articulation of roles
• Staff One individual takes a product from
  research and development to deliveryend to end
• Volunteers Provide expertise and advice through
  Product Development Groups

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Product DevelopmentGroups
VOC
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Role of Product Development Groups

• The process is highly participatory and flexible
  . . .
• PDGs work on product-by-product basis -- advising
  on content, product development, marketing, and
  distribution
• Groups form and disband as needed

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Role of Product Development Groups

• A call for PDG membership is issued to chapters
  as the development of each product is initiated
• Members are chosen based on call for participants
  with specific skills/experience
• Many opportunities for meaningful volunteer
  participation, fast paced, and vibrant

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Transition Committee

• Chair Bob Collins, CFPIM, CIRM
• Joe Shedlawski, CPIM
• Ron Gilmour, CPIM
• Wendy Kremers
• Lisa Prats, CAE
• Karen Wynn Freeman, IOM, CAE
• Lynn Grossman Quinn, CPA, CAE
• Michael Clark, CPIM

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Volunteer Involvement
Current Chapters Regions Committees Board of
Directors
To Be Chapters Regions Councils Ad Hoc Task
Forces and Teams Committees Product Development
Groups Board of Directors
Involvement and participation prevalent in new
organization new and different opportunities to
become involved in Society-wide efforts sooner in
development process
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Volunteer Involvement

• Opportunities throughout the organization from
  Chapters to Board
• Many opportunities will be
• more meaningful
• tightly focused
• time-framed
• Opportunities determined by skill set, not by
  longevity or politics

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Call for Volunteers
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Call for Volunteers
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Call for Volunteers
We're looking for you!!
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"I cannot say whether things will get better if
we change what I can say is they must change if
they are to get better."

• G.C. Lichtenberg

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It isn't that they can't see the solution.It
is that they can't see the problem. -G.K.
Chesterton
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2004 Board

• President Arnie Kennedy, CFPIM, CIRM, Jonah
• President Elect Tom Krupka, CFPIM, Jonah VOC
  Chair
• Secretary/Treasurer Joe Shedlawski, CPIM
  Finance Chair
• Executive VP Nick Testa, CFPIM, CIRM, Jonah
  BOK Chair

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2004 Board

• VP Membership Chapter Development Luis Barcon,
  CPIM, CIRM, C.P.M. CDC Chair
• Past President Bob Collins, CFPIM, CIRM
  Nominating Committee Chair
• VP Education Ron Althaus, CFPIM, CIRM, C.P.M.
  BOK Council
• VP Education-SIGS Wendy Kremers BOK Council

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The rest of 2004

• Continue to refine plan as we execute
• Changes to Bylaws/SOPs in order to solidify
  changes
• EXECUTE the Strategic Plan!!

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Our Vision
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Lead Change and Succeed.Accept Change and
Survive.Reject Change and Die.-Ray Norda
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Questions?

• Bob Collins, CFPIM, CIRM
• collinsb01_at_yahoo.com
• Joe Shedlawski, CPIM
• Joeshed_at_lycos.com