The Buddy System: Accomplishing Major International Goals Through Partnerships 12:45-2:00 PM, Tuesday, August 18, 2009 Todd Wurschmidt, PhD, CAE, CFRE, TMC Interim, USA Len Mafrica, Executive Director, ONSEdge, USA Nikki Walker, VP, Global Assn Mgmnt, MCI, Belgium Lesley-Anne Alexander, CEO, RNIB, UK Milagros Mostaza-Corral, Director, Interel, Belgium Connecting Great Ideas and Great People www.asaecenter.org

Content Leaders Todd Wurschmidt, PhD, CAE, CFRE Len Mafrica Interim Executive Director Executive Director, ONSEdge Transition Management Consulting, Inc. Oncology Nursing Society Washington, DC, USA Pittsburgh, PA, USA www.transitionceo.com www.ons.org [email_address] [email_address] +1-614-460-0860 +1-412-859-6206 Nikki Walker Lesley-Anne Alexander VP, Global Assn Management & Consulting Chief Executive Officer MCI Royal National Institute of Blind People Brussels, Belgium London, UK www.mci-group.com www.rnib.org.uk [email_address] c/o [email_address] +32 2 743 1552 020 7391 2252 Milagros Mostaza-Corral Director Interel Brussels, Belgium www.interel.be [email_address] +32 (0)2 761 66 11

Todd Wurschmidt, PhD, CAE, CFRE Len Mafrica

Interim Executive Director Executive Director, ONSEdge

Transition Management Consulting, Inc. Oncology Nursing Society

Washington, DC, USA Pittsburgh, PA, USA

www.transitionceo.com www.ons.org

[email_address] [email_address]

+1-614-460-0860 +1-412-859-6206

Nikki Walker Lesley-Anne Alexander

VP, Global Assn Management & Consulting Chief Executive Officer

MCI Royal National Institute of Blind People

Brussels, Belgium London, UK

www.mci-group.com www.rnib.org.uk

[email_address] c/o [email_address]

+32 2 743 1552 020 7391 2252

Milagros Mostaza-Corral

Director

Interel

Brussels, Belgium

www.interel.be

[email_address]

+32 (0)2 761 66 11

Connecting Great Ideas and Great People www.asaecenter.org Len Mafrica, CAE Oncology Nursing Society The Buddy System Accomplishing Major International Goals through Partnership August 18, 2009 12:45 PM

Oncology Nursing Society 37,000 members 5% outside U.S. 230 chapters, all U.S. 35 special interest groups 5,000 attendance at annual congress Major conferences all in U.S.

37,000 members

5% outside U.S.

230 chapters, all U.S.

35 special interest groups

5,000 attendance at annual congress

Major conferences all in U.S.

ONS International Goals Expand visibility outside the U.S. Partner with international organizations Distribute content and programming to new markets Serve the international nursing community Enable nurses in developing countries to better serve people with cancer and those at risk Learn from colleagues outside the U.S.

Expand visibility outside the U.S.

Partner with international organizations

Distribute content and programming to new markets

Serve the international nursing community

Enable nurses in developing countries to better serve people with cancer and those at risk

Learn from colleagues outside the U.S.

The Model Generalized Expansion (visibility, business, membership, reach) Service (altruism, knowledge transfer, capacity building) Learning (recognition that you don’t have all the answers) Partnership (NGOs, consortia, government agencies, corporations)

Expansion (visibility, business, membership, reach)

Service (altruism, knowledge transfer, capacity building)

Learning (recognition that you don’t have all the answers)

Partnership (NGOs, consortia, government agencies, corporations)

Seeking and Establishing Partnerships Identify your gaps Analyze your strengths and weaknesses Which of your goals apply in different situations? Which of your goals apply in different regions?

Identify your gaps

Analyze your strengths and weaknesses

Which of your goals apply in different situations?

Which of your goals apply in different regions?

Seeking and Establishing Partnerships Identify which of your goals you want to accomplish in a specific situation or region. Limit your focus to accomplishing realistic outcomes. Determine how you will measure success in each case.

Identify which of your goals you want to accomplish in a specific situation or region.

Limit your focus to accomplishing realistic outcomes.

Determine how you will measure success in each case.

Seeking and Establishing Partnerships Define the kinds of organizations needed as partners What kind of organizations will help you fill your gaps? Identify specific organizations that can help you in specific cases.

Define the kinds of organizations needed as partners

What kind of organizations will help you fill your gaps?

Identify specific organizations that can help you in specific cases.

Seeking and Establishing Partnerships Communicate with your partners about the outcomes you want to achieve through the partnership. Recognize and acknowledge that each partner has its own goals. Seek to achieve shared risks and benefits.

Communicate with your partners about the outcomes you want to achieve through the partnership.

Recognize and acknowledge that each partner has its own goals.

Seek to achieve shared risks and benefits.

One Example: How ONS Applied the Model ONS wants to help build capacity in developing regions of the Middle East ONS wants to expand business opportunities in more developed areas of the Middle East We need help with logistics, culture, and politics. Expanding business opportunities in wealthier regions can subsidize more altruistic goals in other areas.

ONS wants to help build capacity in developing regions of the Middle East

ONS wants to expand business opportunities in more developed areas of the Middle East

We need help with logistics, culture, and politics.

Expanding business opportunities in wealthier regions can subsidize more altruistic goals in other areas.

One Example: How ONS Applied the Model We partnered with a consortium group experienced in program delivery and well-connected to health ministries, universities, and funding organizations in the region. Program content consists of: Clinical training in cancer symptoms and management of treatment side effects. Leadership development that will help nurses implement changes in practices within their own institutions and cultures.

We partnered with a consortium group experienced in program delivery and well-connected to health ministries, universities, and funding organizations in the region.

Program content consists of:

Clinical training in cancer symptoms and management of treatment side effects.

Leadership development that will help nurses implement changes in practices within their own institutions and cultures.

Measured Outcomes A program in Jordan to enhance the quality of patient care through more efficient patient and family involvement An cross-cultural study on the differences and similarities in caregiver strain and burden between Cyprus and other parts of the world Integrating new pain management strategies into a Jordanian hospital The start-up of a Palestinian pain management society for nurses

A program in Jordan to enhance the quality of patient care through more efficient patient and family involvement

An cross-cultural study on the differences and similarities in caregiver strain and burden between Cyprus and other parts of the world

Integrating new pain management strategies into a Jordanian hospital

The start-up of a Palestinian pain management society for nurses

Summary Establish broad-based goals that include partnership Identify your gaps Identify which of your goals you want to accomplish where Define the kinds of organizations needed as partners Communicate with your partners

Establish broad-based goals that include partnership

Identify your gaps

Identify which of your goals you want to accomplish where

Define the kinds of organizations needed as partners

Communicate with your partners

Contact Information Len Mafrica, CAE Executive Director, Publishing Division Oncology Nursing Society Pittsburgh, PA [email_address] +412-859-6206 Thank You SEE YOU NEXT YEAR! Annual Meeting & Expo August 21 - 24, 2010 Los Angeles, CA

Nikki Walker VP Global Association Management & Consulting MCI Connecting Great Ideas and Great People www.asaecenter.org Global Growth & Distribution Through Partnerships

40,000 members globally in 90 countries 50 years+ as BOK in operations management 3 pillars Membership Education Certification 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.

40,000 members globally in 90 countries

50 years+ as BOK in operations management

3 pillars

Membership

Education

Certification

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.

Global Growth Strategy Partnership model conceived in South Africa Alternative to US chapter-based model Partnerships aimed at: Building community Driving growth (membership)/revenues Providing quality education & certification Phased international approach: Pilot/customization in EMEA 2nd step Asia Pacific, Central & South-America

Partnership model conceived in South Africa

Alternative to US chapter-based model

Partnerships aimed at:

Building community

Driving growth (membership)/revenues

Providing quality education & certification

Phased international approach:

Pilot/customization in EMEA

2nd step Asia Pacific, Central & South-America

Global Distribution Network

240 local chapters Represents 40,000 members in 20,000 manufacturing and service industry companies worldwide

Partner Infrastructure Not-for-profit International Associates Channel partner Build community Membership Distribution of materials Marketing & promotion Exam support and administration National conferences Seminars Commercial, for-profit Education providers Support certification Drive education delivery Training Course delivery Workshops Seminars

Not-for-profit

International Associates

Channel partner

Build community

Membership

Distribution of materials

Marketing & promotion

Exam support and administration

National conferences

Seminars

Commercial, for-profit

Education providers

Support certification

Drive education delivery

Training

Course delivery

Workshops

Seminars

Partner Model Success Factors One IA per country IA as broker Clarity of roles/responsibilities Win-win-win dependency Incentives for all partners Business opportunities/flexibility Targets/performance monitoring/reward

One IA per country

IA as broker

Clarity of roles/responsibilities

Win-win-win dependency

Incentives for all partners

Business opportunities/flexibility

Targets/performance monitoring/reward

Advantages for Operations Management Professionals Top quality international standards Ease of access Local application National network National/international link

Top quality international standards

Ease of access

Local application

National network

National/international link

Contact Information Nikki Walker VP Global Association Management & Consulting MCI [email_address] +32 2 743 1552 SEE YOU NEXT YEAR! Annual Meeting & Expo August 21 - 24, 2010 Los Angeles, CA

Daisy Consortium Lesley-Anne Alexander CEO Royal National Institute of Blind People Connecting Great Ideas and Great People www.asaecenter.org

The Challenge 161 million low vision or blind, 153 million with severe refractive error and unknown millions with dyslexic conditions. Less than 5% of titles in any accessible format: Audio, Large Print, Braille. Reading on tape like reading scrolls Tape coming to end of life. Fragmented national systems

161 million low vision or blind, 153 million with severe refractive error and unknown millions with dyslexic conditions.

Less than 5% of titles in any accessible format: Audio, Large Print, Braille.

Reading on tape like reading scrolls

Tape coming to end of life.

Fragmented national systems

The Partners From 6 Founders 1996 to 100+ worldwide Not for Profit Government For Profit Budget $1.8m Standard development, technical development. Staff on 4 continents.

From 6 Founders 1996 to 100+ worldwide

Not for Profit

Government

For Profit

Budget $1.8m

Standard development, technical development. Staff on 4 continents.

What We Did 1994 User requirements: "A better way to read". Pooled funding, technology & know how Shared standards, prototypes and evaluation, Networked technical & evaluation teams Created a marketplace for suppliers Global marketing of better way to read

1994 User requirements: "A better way to read".

Pooled funding, technology & know how

Shared standards, prototypes and evaluation,

Networked technical & evaluation teams

Created a marketplace for suppliers

Global marketing of better way to read

What We Achieved The best way to read: Basis of print disability service in 40 countries 10 million+ Daisy books read every year Turn the pages, skip the boring bits! An innovative world wide marketplace The best way to publish: Microsoft & Adobe "Save as Daisy" E-Pub standard & Daisy convergence

The best way to read:

Basis of print disability service in 40 countries

10 million+ Daisy books read every year

Turn the pages, skip the boring bits!

An innovative world wide marketplace

The best way to publish:

Microsoft & Adobe "Save as Daisy"

E-Pub standard & Daisy convergence

What We Learned Talk & informal partnership not strong enough! Substantial financial commitment needed Inclusive, transparent governance essential An agreed strategy & plan is vital Dedicated staff team essential Cultural difference needs managing Networking releases energy & resources Leadership is key to sustained success www.Daisy.org www.RNIB.org.uk www.ACEVO.org.uk

Talk & informal partnership not strong enough!

Substantial financial commitment needed

Inclusive, transparent governance essential

An agreed strategy & plan is vital

Dedicated staff team essential

Cultural difference needs managing

Networking releases energy & resources

Leadership is key to sustained success

www.Daisy.org www.RNIB.org.uk www.ACEVO.org.uk

ASAE Annual Meeting 2009 Case Study – Project Management Institute Accomplishing Major International Goals through Public and Private Partnerships Milagros Mostaza-Corral, Director Interel PMI EMEA Business and Government Representative Connecting Great Ideas and Great People

PMI in 30 Seconds Global Professional Association ~ 310K members in 170 countries 250 Chapters in 67 countries 11 Global Standards (2M PMBOK ® Guide in circulation) 5 Credentials with ~ 370K credential holders worldwide) Advocate for excellence in project, program & portfolio management To business, government, NGOs To educators, training vendors, HR leaders To “C-level:” CEO, COO, CTO, CIO, CFO… www.pmi.org

Global Professional Association

~ 310K members in 170 countries

250 Chapters in 67 countries

11 Global Standards (2M PMBOK ® Guide in circulation)

5 Credentials with ~ 370K credential holders worldwide)

Advocate for excellence in project, program & portfolio management

To business, government, NGOs

To educators, training vendors, HR leaders

To “C-level:” CEO, COO, CTO, CIO, CFO…

www.pmi.org

Strategic Objectives in the EU “ Worldwide, organizations will embrace, value and utilize project management, and attribute their success to it” Increase the profile of PMI and understanding of the value of project management across EU organizations Develop partnerships with key C-Level Executives in targeted industries and key government agencies Ensure that PMI is increasingly well placed to be seen as an expert resource for organizations on project management issues. Gain acceptance and adoption of PMI programs, products and services.

“ Worldwide, organizations will embrace, value and utilize project management, and attribute their success to it”

Increase the profile of PMI and understanding of the value of project management across EU organizations

Develop partnerships with key C-Level Executives in targeted industries and key government agencies

Ensure that PMI is increasingly well placed to be seen as an expert resource for organizations on project management issues.

Gain acceptance and adoption of PMI programs, products and services.

Parallel Public/Private Action Plan EU Institutions: Policy Audit in 2004 Meeting programs organised regularly Two Government Forums EU sessions in EMEA Annual Congress EU Corporate: Creation of European Corporate Networking Group in 2005 Engage in dialogue and create partnerships with key corporations (e.g. Siemens, SAP, HP, IBM, etc)

EU Institutions:

Policy Audit in 2004

Meeting programs organised regularly

Two Government Forums

EU sessions in EMEA Annual Congress

EU Corporate:

Creation of European Corporate Networking Group in 2005

Engage in dialogue and create partnerships with key corporations (e.g. Siemens, SAP, HP, IBM, etc)

Outcomes – Building Bridges The European Commission has: determined project management as a key function within the organization that needs professionalization. Started CAPM training established a working group to develop a common project management methodology for its IT services. This working group is building up a customized PM methodology on the basis of the PMBOK® Guide The Corporate world wanted to work with the European Commission: needs to ‘de facto’ align to the European Commission’s standards and practices PMI brings public and private together while supporting its international growth!

The European Commission has:

determined project management as a key function within the organization that needs professionalization. Started CAPM training

established a working group to develop a common project management methodology for its IT services. This working group is building up a customized PM methodology on the basis of the PMBOK® Guide

The Corporate world wanted to work with the European Commission:

needs to ‘de facto’ align to the European Commission’s standards and practices

PMI brings public and private together while supporting its international growth!