My Chapter, CBar, and Other Web Tools

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My Chapter, C-Bar, and Other Web Tools
Stacy Gigger

• Las Vegas NV
• Aug 9, 2008

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Tools and Resources

• How to Maneuver the APICS Web Site
• How to Access My Chapter
• Access to Data and Approval of Officer Access
• Volunteer Resources Section
• Leadership Central
• Whats New on the APICS Web Site
• APICS Webinar Series
• APICS Career Center
• Pencil-and-Paper CPIM Exams

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Logging into the APICS Website (1)www.apics.org

• If you have previously visited the site and
  created a user profile, select the Log In link in
  the upper right hand corner of the screen, enter
  the user name and password that you selected, and
  click the Log In button.

If you check Remember Me before selecting Log
In, you wont have to log in each time you visit.
(This sets a cookie.) Note Do not click on the
Log Out button to exit as this action removes the
cookie. To exit the APICS Web site, just close
your browser.
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Logging into the APICS Website (2) www.apics.org

• If you have previously visited the site and
  created a user profile but cant recall your user
  name and/or password, select the Log In link in
  the upper right hand corner of the screen, select
  the Forgot Password link, and enter the e-mail
  address used in your profile.

An e-mail with your user name and new temporary
password will immediately be sent to the e-mail
address that you provided. Use this new login
information to log into the Web site. Note
After you log in, you will be prompted to reset
your password. Your password is case sensitive
and must contain at least eight characters based
on a string of letters and numbers.
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Logging into the APICS Website (3) www.apics.org

• If you have not created a user profile, you will
  need to register. Type your last name in the
  user name field and APICS member ID in the
  password field, select the Log In link in the
  upper right hand corner of the screen, and click
  on the Log In button.

Next, you will be prompted to verify/update your
account information. This will involve creating
a new user name and password for security
purposes and verifying/updating other information
as necessary (e.g., e-mail address, phone,
etc.).  Once complete, scroll to the end of the
page and select Submit or Continue to
process.  Note Your user name IS NOT case
sensitive and must contain at least seven
characters. Your password IS case sensitive and
must contain at least eight characters based on a
string of letters and numbers (e.g., chapter123).
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Put the Power of My Chapter to Work for Your
Chapter

• Log into the APICS Web site at www.apics.org.
• Select the View/Edit My Info link within the
  Welcome panel in the upper right-hand corner of
  the screen.
• Select Manage MY CHAPTER from the left-hand
  navigation bar.
• Note Chapter officers/staff who have not been
  granted My Chapter access by their chapter
  president wont see the MY CHAPTER option on
  this screen.
• Resource My Chapter Tutorial Overview

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My Chapter Key Functions(Chapter Presidents)

• Download Reports Create/download membership
  reports.
• Find/Modify Member View/update member
  profile/address.
• Locator/Events View/update online chapter
  locator details.
• Web Order History View chapter orders placed
  online.
• Chapter Address Display your chapters mailing
  address.
• Board Management Designate board members.
• Chapter Billing View/update chapter billing
  address.

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Board Management Function
Each chapter has a current term (e.g., Annual
2004) and a next term (e.g., Annual 2005).
View/Edit a Board Members Term Details -Select
link under Name -Make update -Save record
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Board Management Function (continued)
Adding a Board Member to a Term -Select desired
board term -Select add new member -Enter board
members APICS ID -Verify match, if correct,
select Continue to add. -Update the term details
for board member.
Moving Board Member(s) to the next term (e.g.,
Annual 2005) -Select the check box next to the
member(s) that you want to add to the next
term -Click on the move to next term button
-Update the term details for each board member.
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APICS Volunteer Resources This section offers a
wealth of chapter management tools.

• 1. Log in to the APICS Web site at www.apics.org.
• 2. Using the Navigation Bar at the top of the
  page, select Membership/Chapters/Volunteers.
• (Note While your mouse is hovering over
  Membership, gently move it so that it hovers
  over Chapters until Volunteers appears, then
  click on Volunteers.)
• Note Only active APICS members may access the
  Volunteer Resources section.

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Volunteer Resourceshttp//www.apics.org/membershi
p/chapters/volunteers.htm

• Leadership Central
• Marketing Tool Kits
• Chapter Management Materials
• Volunteer Training
• My Chapter
• Chapter Development Committee (CDC)
• Governance
• Volunteer Opportunities

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Leadership Central Announcement List

• Leadership Central is an announcement list and
  its sole purpose is delivering news and
  information directly to the full volunteer
  leadership. All identified chapter and region
  leaders with valid e-mail addresses on file are
  subscribed to this list because we believe access
  to this information is important for effective
  leadership.

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Leadership Central Newsletter

• The monthly newsletter titled Leadership
  CentralYour Resource for Volunteer Community
  Success, is delivered through the Leadership
  Central list and features APICS updates, best
  practices, tools of the trade, leadership advice,
  important dates, CDC news, and other relevant
  information.

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Members Can Manage Their Membership 24/7 at
www.apics.org

• Update contact and address information
• Order a publication
• Register for educational opportunities
• Obtain certification information
• Access member-only content

Members associated with a group membership
cannot renew/join online and cannot update work
address information.
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Join or Renew Online

• Already registered on the APICS Web Site?
• Go to http//www.apics.org/APICS/join.aspx

• Enter User Name and Password.
• Select the Begin button.

• Next users are prompted to designate chapter and
  membership options and complete the payment
  transaction. 

Instructions for users who are new to APICS or
who have never registered on the APICS Web site
are also displayed.
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APICS Career Centerwww.apicscareercenter.org

The APICS Career Center is the premier resource
for operations management professionals and
companies seeking experienced specialist to meet
enterprise needs.
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APICS Webinars

• The convenience and flexibility of APICS
  Webinars enable organizations to educate a large
  number of employees at once, reduce travel
  expenses, and maintain consistent levels of
  productivity by eliminating time out of the
  office. Each 60-minute APICS Webinar features an
  educational discussion, case studies, and a QA
  session. All you need to participate is an
  Internet connection and a telephone. As an added
  benefit, registrants of each APICS Webinar
  receive a CD-ROM of the presentation after the
  event.

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Pencil-and-Paper CPIM Exams

• Make CPIM and CSCP testing convenient for your
  members in 2008 by sponsoring a group testing
  opportunity. Please see below for a list of the
  2008 test dates and registration deadlines. If
  you would like to receive a copy of the 2008
  Chapter Group Testing Program information or
  testing dates, download from the Volunteer
  Resources Section or send an inquiry to
  grouptest_at_apicshq.org.

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Welcome to Leadership Institute

• The Chapter Development Committee (CDC) has been
  very busy during the past two years developing
  and enhancing improvement tools for chapters
  success.
• Two new programs are now underway
• Chapter Minimum Standards (CMS)
• Chapter Benchmarking and Reporting (C-BAR).

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Why Do We Need Standards

• Benchmarking chapter success
• Early indicator of potential problems
• Improved customer service
• Facilitates branding consistency

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Why C-BAR Was Developed

• Legacy tool for chapter operations
• Strategic objective of the CDC to update the
  Passport program
• Logical next step for chapters that go above and
  beyond minimum standards
• Opportunity to recognize chapters
  that demonstrate best practices

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What Is SOP 3.11

• Section 3.11 of APICS Standard Operating
  Procedures
• Defines standards and monitoring process
• Six categories
• Customer Expectations
• Communications
• Professional Development Events
• Education
• Association Participation
• Financial Responsibility

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C-BAR Structure

• Easy-to-use Excel spreadsheet is structured in
  line with Chapter Minimum Standards (CMS)
• Recognition for chapter best practices
• Designed to help chapters think strategically
• Participation follows CMS compliance
• Streamlined
• Simplified format can be completed
• in far less time and paperless

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Customer Expectations

• Chapter Minimum Standards
• Member needs survey (or other mechanisms)
• collect member needs
• at least once every three years
• demonstrate action on those needs ongoing
• Minimum of three professional development event
  evaluations per year
• C-BAR
• Chapter marketing plan
• Local company needs analysis
• Formal company coordinator program

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Communications

• Chapter Minimum Standards
• Maintain a Web site
• Link to APICS (www.apics.org)
• Communicate at least eight times per year
• Hard copy or soft copy newsletter
• Upcoming events announcements via e-mail
• Company Coordinator program
• C-BAR
• Member recognition
• Locally published APICS articles

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Professional Development Events

• Chapter Minimum Standards
• Minimum of three professional development events
  per year
• Examples may include
• Professional development meetings, plant tours
• Online chat room sessions, Webinars
• Joint meetings wit other chapters and
  associations
• C-BAR
• Measuring professional development success
• Joint meetings
• Leadership or top management PDM

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Education

• Chapter Minimum Standards
• Hold a minimum of two educational offerings per
  year
• Offer at least three educational offerings
• May be offered in workshop, online, or part-time
  study course formats including
• Certification (CPIM or CSCP) educational
  offerings
• Non-certification offerings, e.g., Fundamentals
• Offerings in conjunction with other associations,
  universities, or consulting companies
• C-BAR
• Certified and qualified instructors
• Student evaluation of educational offerings
• Percentage of membership certified

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Association Participation

• Chapter Minimum Standards
• Update listing of chapter officers for the year
• Submit no later than 60 days after election of
  chapter officers
• Submit via My Chapter
• Review chapter bylaws annually
• Submit changes to APICS Headquarters (if
  required)
• Minimum of four chapter board of directors
  meetings per year
• Includes one transition and/or orientation
  meeting
• Officer training attendance
• May include attendance at Leadership Institute,
  region meetings, and other officer training
  sessions
• Minimum of one officer on the officers
• electronic discussion list

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Association Participation (continued)

• C-BAR
• Region meeting attendance
• Support to a distressed chapter
• Monetary or time
• Presenter at APICS conferences or workshops or
  business meetings
• Region event or international conference
• Published articles

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Financial Responsibility

• Chapter Minimum Standards
• Provide APICS with a letter of assertion
• from the chapter board of directors
• chapter financial records fairly state the
  assets, liabilities, revenues, and expenditures
• all required regulatory filings have been made in
  a timely manner
• C-BAR
• Maintain a financial budget
• Purchase liability insurance
• Audit review of all records/transactions

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Submission Process

• Must be submitted by July 31 each year
• Submitted via section one of C-BAR
• Reviewed by Director Chapter Std/Measurement.
• May be assisted by district board / staff
• Director Chapter Std/Measurement review to be
  completed by August 31

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What If We Dont Measure Up?

• Chapter Minimum Standards
• District Director will invoke revitalization
  status
• Association, CDC, and chapter are notified
• Chapter has three years to meet standards
• must show progress annually
• District, CDL, and chapter board determine best
  course of action for revitalization
• If standards cannot be met within three years
• all avenues to revitalize the chapter are
  exhausted
• no demonstrated improvement is evident
• District Director may approve the disbandment of
  the chapter

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Additional Considerations

• Chapter that fails to, or refuses to, submit
  results will fall into revitalization status
• may face other actions at the District Directors
  discretion
• At any time during the revitalization process,
  chapters may voluntarily disband if improvement
  does not seem possible

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What About IssuesBeyond Chapters Control?

• Variant standards
• Chapter did not meet the approved standards
• Chapter can provide supporting documentation
• Based on-voice-of-the-customer feedback
• District Director may exempt those variant
  standards
• Such variances must be reviewed each year
• District Director will update Association, CDC,
  and chapter
• No later than August 15 each year

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How to Get Started

• Access CMS and C-BAR workbook online
• http//www.apics.org/membership/volunteers/chapter
  managementmaterials.htm
• Complete Chapter Minimum Standards
• Chapter did not meet the approved standards
• Provided tangible documentation to support
  chapter
• Based on voice-of-the-customer feedback
• Decide to participate in C-BAR Program for
  further chapter success
• District Director will update Association, CDC,
  and chapter
• No later than August 15 each year

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Summary

• The goal of the standards is NOT to disband
  chapters
• Standards will assist chapters by
• providing early warning of issues
• enforcing assistance from District and
  Association
• Standards will improve customer service
• more consistency of service
• more consistency of brand image
• Goal of C-BAR is to provide legacy tool for
• effective chapter management

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Who Do You Contact?

• Customer Support
• service_at_apicshq.org
• Fax [phone]
• Certification Questions
• Certification Maintenance Questions
• Address Changes
• Chapter Orders
• Membership Inquiries
• Registration - Conference/Workshop
• APICS Career Center

• APICS Chapter Relations
• chaprel_at_apicshq.org
• Fax [phone]
• MY CHAPTER
• Volunteer Resources Section
• Officer Rosters/Chapter Board
• Leadership Central Newsletter
• Leadership Institute
• Rebate Disbursements
• Officers Discussion List
• Recognition Programs
• Custom Mailing Lists
• Suspended Member Lists

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Acknowledgments

• Presentation Author
• Lisa Ross has been active in several APICS
  chapters since 1986 including serving as
  president of the Champlain Valley Chapter, a
  member of the Pikes Peak Chapter, and vice
  president of programs and four terms as president
  of the APICS Triangle Chapter. She joined the
  Region 11 staff and is currently the Region 11
  vice president. She is an APICS
  Train-the-Trainer instructor and speaker.
• Eric Somers, CPIM, CIRM, has been an active APICS
  member since 1989. He currently serves as
  president of the APICS Hamilton Chapter and as
  chair of the CDC Chapter Minimum Standards
  Committee. He has served as vice president of
  education for Region 8 as vice president of
  OMERIC, the Operations Management Educational and
  Research Institute of Canada and on the
  Fundamentals Committee of the APICS CC Council.
  Eric is a Train-the-Trainer instructor and also
  teaches the Fundamentals suite and the CPIM and
  CIRM curriculum.  Eric is the manager of
  Inventory and Logistics for Siemens Power
  Generation in Hamilton, Ontario.

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Conclusion

• Underlying all rules is a sense of parliamentary
  courtesy one must debate measures, not members.

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C-BAR Handbook

• The following slides are taken from the CBAR
  handbook

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Set Up Instructions
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Mandatory Info Tab
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Chapter Minimum Standards Section 1
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CMS Required Documents
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C-BAR Section 2
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C-BAR Required Documents
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Chapter Planning Tool
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Questions