Elevate the Expectation

1
Elevate the Expectation

• October 2008 Update
• Southwest District November 8, 2008

2
APICS Our Mission

• APICS builds knowledge and skills
• in operations management professionals
• to enhance and validate abilities and accelerate
  careers.
• We help our members and their organizations
  successfully compete and
• build a stronger global economy.

3
Three Pillars

• Membership
• Education
• Certification

4
Financial Results and Budgets
5
October Board Meeting Summary

• Move related expenses were 2.1 million compared
  with a year-to-date budget of 2.4 million that
  has provided a 366 thousand positive variance.
• As of September 30, 2008 membership total is
  41,839. This represents a decrease of 1,320
  (-3.06) from the January 1st baseline.
• Board approved the 2009-2011 Budget
  recommendation from the Finance Committee
• Board approved changes to the 2009-2011
  priorities and objectives based on recommendation
  from the Finance Committee.
• Board was updated on the awareness and brand
  development for APICS.

6
2008 Strategic Priorities/Objectives
7
2008 Priority Net Revenue

• Meet budgeted net revenue from operations as
  indicated in the 2008 budget as approved by the
  Board.

8
2008 Priority Membership

• Through combination of reduced attrition and
  increased recruitment and in collaboration with
  our partners, total membership will not decline
  further than 41,450 by December 31, 2008.
• Membership is expected to decline based on the
  significant dues increase effective April 1,
  2008.
• The member growth objective is 10,000 by 2010, or
  a total of 53,659.

9
2008 Priority Product Development

• 75 of members and non-member customers agree or
  strongly agree APICS products are relevant.
• 60 of members and non-member customers agree or
  strongly agree APICS products are of high
  quality.
• Total sales of core products 17.9M
• Books Materials, Exam Fees, Exhibit Income,
  Program Fees, Publications, Registration

10
2008 Priority Product Development

• Priority Implement a process to align courseware
  to the exam content manuals.
• Metric There is one-to-one correlation between
  the topics covered in the Courseware and the exam
  content manuals.
• Status
• On-Track. CPIM and CSCP courseware is being
  revised to align with the exam content manuals
  based on revisions for 2009.

11
2008 Priority Product Development

• Priority Publish OMBOK (Assuming Board Approval)
•  Metric OMBOK will be published before the
  conference.
• Status
• The OMBOK Framework was released and marketed at
  the 2008 APICS International Conference Expo.
  The document is available as a free download by
  members and is featured on the APICS home page.
  Advertisements and articles for the Framework
  have been developed and placed in APICS
  publications.

12
2008 Priority Internationalization

• We see expansion outside North America as the big
  growth opportunity for APICS. Elements need to be
  in place to enable substantial growth in the
  future while maintaining/enhancing the structure
  we have.
• Objectives
• Increase number of international members outside
  North America by 966.
• Status

13
2008 Priority Internationalization

• Objectives
• Increase number of certification exams outside of
  North America by 15 by 2010.

14
2008 Priority Internationalization

• Increase number of volunteers (to 10)
  participating at association level from outside
  of North America by 10.
• Status
• International Committee 5
• Membership discussion group 5
• Future Leaders Summit 2

15
2008 Priority Awareness

• Define where APICS is in marketplace compared to
  other associations.
• Elevate profession.
• Status
• In September, Branding Image conducted six
  two-hour focus group sessions at the 2008 APICS
  International Conference Expo in Kansas City.
• Next Steps 
• Complete qualitative research phase in Q4 2008.
• Develop and implement membership surveys in Q1
  2009.
• Deliver final research results in Q2 2009.

16
2008 Priority Awareness

• Ensure placement of at least 6 different
  stories/interviews in major media outlets on an
  annual basis by 2010
• Status - Ongoing
• Media Relations
• How to Succeed in Manufacturing.
• Interview with Abe Eshkenazi published in Inbound
  Logistics and carried by Mailing Systems
  Technology E-newsletter.
• Strong Supply Chains Mean Stronger Companies
  Morgan International E-Newsletter (140,000
  subscribers worldwide).
• Article promoting the launch of the new Lean
  Manufacturing series.
• Opportunity to provide monthly articles on
  operations and supply chain management issues.
• Kansas City Star
• Article on Green and Supply Chain Management.
• Lead story in the weekly business section.

17
2008 Priority Awareness

• Increase number of employment ads preferring or
  requiring APICS certification by 10 in postings
  on APICS career center, monster.com, and
  careerbuilder.com.
• Status Monthly average

18
APICS Now and In the Future

• Brief History
• APICS Today
• APICS of the Future (my version)

19
History

• Those who cannot remember the past are condemned
  to repeat it.
• George Santayana, The Life of Reason, Volume 1,
  1905US (Spanish-born) philosopher (1863 - 1952)

20
(No Transcript)
21
History

• 1957
• Nyles Reinfeld (National Institute of Management)
  selected 27 people in PIC to establish a
  professional organization met on March 9th in
  Cleveland, OH
• 1958
• First APICS chapter in New Bedford, MA chartered
• First conference held in Cleveland in October

22
History

• 1961
• First chapter outside of U.S. chartered in Canada
• 1963
• APICS Dictionary first published
• 1966
• Most chapters now in APICS chartered
• 1967
• First official headquarters in Washington, DC in
  Watergate building
• 1973
• First certification testing for Certified in
  Production and Inventory Management (CPIM)

23
History

• 1980
• Membership more than 46,000
• First student chapter founded at Auburn
  University
• 1991
• Certified in Integrated Resource Management
  (CIRM) offered
• 2006
• Certified Supply Chain Professional (CSCP) offered

24
Names

• American Production and Inventory Control Society
  (APICS)
• The Educational Society for Resource Management
• The Association for Operations Management (2004)

25
History

• History is more or less bunk. It's tradition. We
  don't want tradition. We want to live in the
  present and the only history that is worth a
  tinker's dam is the history we made today.
• Henry Ford, Interview in Chicago Tribune, May
  25th, 1916US automobile industrialist (1863 -
  1947)

26

• For four-fifths of our history, our planet was
  populated by pond scum.
• J. W. Schopf

27
APICS Today

• 260 Chapters and 42,000 members
• 170 Student chapters and 2,300 student members
• Certifications
• 30,000 current CPIMs
• 4,000 CIRM
• 4,500 CSCP
• Certification Exams
• 30,000 in 30 countries

28
APICS Advantage

• APICS BOK
• APICS Dictionary terms accepted as the industry
  standard
• Internationally recognized APICS certifications
• Expansive network of APICS districts and chapters
• A community of professionals in all areas of
  operations management throughout the nation and
  internationally
• Opportunities for leadership development and
  personal growth

29

• The future is much like the present, only longer.
  
• Dan Quisenberry

30

• We can draw lessons from the past, but we cannot
  live in it.
• Lyndon B. Johnson, December 13, 196336th
  president of US (1908 - 1973)

31
APICS Future
32
Disclaimer

• The following comments have not been approved or
  endorsed by the APICS Board of Directors

33
APICS Future

• Focus
• Traditionally products and services
• Member-centric
• Continued value to members / field
• More than entry-level

34
APICS Future

• Membership
• Historically manufacturing-based
• Services?
• 2,000 International members currently
• A global organization

35
APICS Future

• Certification
• CPIM fundamental to our position today
• CSCP gaining market acceptance
• Core competency
• Other opportunities?

36
APICS Future

• Education
• More than certifications and courseware
• Go to resource for supply chain management and
  operations knowledge
• Integrator
• Influence the profession
• Relevance of the field
• Support academics
• Continuing through a professionals career

37
APICS Future

• Collaboration
• Forcing customers to make a choice
• CSCMP, ASTL, SCC joint conferences, etc.
• IBF SOP conference
• others

38
APICS Future

• Leverage technology
• Difficult to see into the future
• The future ain't what it used to be.
• Yogi BerraUS baseball player, coach, manager
  (1925 - )

39
People

• Personal development
• APICS prepares leaders
• Future Leaders Program

40
Students

• We cannot always build the future for our youth,
  but we can build our youth for the future.
• Franklin D. Roosevelt32nd president of US (1882
  - 1945)

41
Student Chapters

• Extremely important to APICS
• Members and leaders of the future
• Opportunity to learn organizational management as
  well as body of knowledge
• Scholars Program
• Case competitions
• Student Chapter Management Program

42

• The future will be better tomorrow.
• Dan QuayleUS Republican politician (1947 - )

43
Thank you for being a part of APICS!
44
(No Transcript)
45
APICS Objectives

• Deja vu

46
APICS Objectives

• Corporate (Washington) Office
• Chapter and Membership
• International Operations
• Education and Research
• International Conference

• 6. Relations
• 7. OMBoK (Production) Handbook
• 8. Organizational Study
• 9. Public Education
• 10. Communications

47
1. Washington Office

• To use the first years operational experience to
  establish an office manual, which will best
  utilize our people, time, and equipment.

48
2. Chapter and Membership

• To grow in terms of new chapters and members,
  while retaining present members.

49
3. International Operations

• To break the language barrier by having key
  publications translated into Spanish and/or
  French.

50
4. Education and Research

• To build the Education and Research Foundation
  through chapter, business, and personal donations.

51
5. International Conference

• To conduct the 11th International Conference and
  Technical Exhibit in Dallas, TX on October 21,
  22, and 23.

52
6. Production Handbook

• To publish the Production Handbook by conference
  time 1968.

53
7. Organizational Study

• To continue the APICS organizational study
  started last year.

54
8. Public Relations

• To promote a strong public relations program
  through participation in government projects and
  to promote articles in trade and business
  periodicals.

55
9. Education

• To encourage and assist at least 50 of the
  chapters to conduct local seminars and/or
  educational courses.

56
10. Communications

• To develop classified advertising in the APICS
  News and investigate the feasibility of general
  advertising for the News.

57
Source

• From President H.G. Callowhills 10 objectives
  for 1968
• APICS News January 1968

58
(No Transcript)