2. APICS Piedmont Triad Chapter Strategic Plan: Updated 2011 – 2015 Page 2
Piedmont Triad Chapter of APICS:
Who We Are
3. APICS Piedmont Triad Chapter Strategic Plan: Updated 2011 – 2015 Page 3
Piedmont Triad Chapter:Who We Are
The Piedmont Triad Chapter is the local affiliate of APICS The Association for Operations Management serving North-central North
Carolina and South-central Virginia area. The chapter is working to achieve its vision of “Creating sustainable excellence in Supply
Chain and Operations Management in a dynamic environment”. We bring value to individuals, organizations and our communities
by providing leading-edge educational and networking opportunities that support continued personal and organizational growth.
Our Vision
Creating sustainable excellence in Supply Chain and Operations Management in a dynamic environment.
Our Mission
We bring value to individuals, organizations and our communities by providing leading-edge educational and networking
opportunities that support continued personal and organizational growth.
Our Values
Integrity Customer-focused
Teamwork We do what we say we will do
Continually deliver value Supportive
Diversity Validation of professional skills through certification
Continuing professional development
4. APICS Piedmont Triad Chapter Strategic Plan: Updated 2011 – 2015 Page 4
The Strategic Planning Process
5. APICS Piedmont Triad Chapter Strategic Plan: Updated 2011 – 2015 Page 5
Strategic Planning Process
We are fortunate to have a number of seasoned members on our current Board of Directors. Each of them brings a vast amount of
experiences from the professional and volunteer sector. As such, we entered our strategic planning process with a breadth of
strategic planning experience.
The Board of Directors believed it was important to take a structured approach to the strategic planning process and involve as
many interested parties as possible. The following graphic depicts the Strategic Planning process we followed to develop the plans
that follow:
Board Transition + Strategic Planning Process: Piedmont Triad Chapter
6. APICS Piedmont Triad Chapter Strategic Plan: Updated 2011 – 2015 Page 6
Major Strategic Initiative (MSI) Candidates
We used an affinity process to identify as many solutions as possible. The group distilled the ideas into 9 major strategic initiatives
as follows:
1. Identify/connect with senior management
2. Chapter administration
3. Web presence
4. School outreach
5. Community service
6. Outreach
7. Increase/broaden presence
8. Assist members in transition
9. Partner with other associations
Before our final meeting, each member of the Board received a strategic plan survey. Those surveyed were asked to identify the top
three MSI candidates that would favorably impact each of the following objectives:
1. To continually have year-over-year growth in our membership
2. To increase and enhance members’ participation
3. To expand the market awareness of APICS and the Piedmont Triad Chapter
7. APICS Piedmont Triad Chapter Strategic Plan: Updated 2011 – 2015 Page 7
The individual results were tallied and reviewed at the fifth and final strategic planning meeting. The top six MSI’s identified by the
Board of Directors identified following were:
1. Identify/connect with senior management
2. Web presence
3. Outreach
4. Increase/broaden presence
5. Chapter administration
6. Support for members-in-transition
Discussion followed on how many MSI’s the Board of Directors believed were realistic to achieve based on resources and focus.
Further review of the MSI’s saw similarity between Outreach and Increase/broaden presence, so the Board chose to combine these
initiatives. The group voted and selected the top four major strategic initiatives:
1. Identify/connect with senior management
2. Web presence
3. Outreach & Increase/broaden presence
4. Chapter administration
8. APICS Piedmont Triad Chapter Strategic Plan: Updated 2011 – 2015 Page 8
The Results:
Major Strategic Initiatives
9. APICS Piedmont Triad Chapter Strategic Plan: Updated 2011 – 2015 Page 9
MSI #1: Identify/connect withsenior management
The following tactics were identified as possible ways to achieve this initiative:
Develop company profiles for Ops in area
Identify top managers by company
Target HR to promote certification awareness and chapter offerings
Target seniormanagement for PDM’s
Develop marketing material to connect
Identify “WIIFM” for senior managers buy-in
A subgroup proposed the following actions for inclusion in the 2011-2012 Operating and Marketing Plan:
1) Survey the current chapter’s membership to gather information on the following tiers of managers:
a) Immediate Supervisor
b) Operations Manager
c) CEO
a) HR Manager
This information will be used to create a database of Senior Managers and their contact information.
2) Send APICS information/brochures/certification to area Senior Managers to educate about our Chapter’s benefits.
3) Hold a social/mixer and invite area Senior Managers to discuss theirprofessional development needs for their employees. Use as
an opportunity to extend invitation to classes oroffer to have a specific topic for that company.
4) Invite Senior Management to April PDE at Volvo Communication for Leadership Night emphasis.
5) Expand the database to include participants who aren’t members yet.
6) Consider joining Chamber of Commerce for Greensboro, High Point, Kernersville to expand APICS influence.
10. APICS Piedmont Triad Chapter Strategic Plan: Updated 2011 – 2015 Page 10
MSI #2: Web presence
The following tactics were identified as possible ways to achieve this initiative:
Market PDM’s as PDE’s
Include personal experiences
New website solution
More frequent updates; current information
Improve attraction through interest
Improve navigation
Easier updates
Link social media
A subgroup proposed the following actions for inclusion in the 2011-2012 Operating and Marketing Plan:
1) Evaluate whether to stay with iChapter or move to another website program. The team suggests surveying the other chapters in
the Southeast District to understand what website programs they use. If a large percentage of the chapters use iChapter, they
could leverage their strength together to push iChapter to fix the program’s bugs and improve their product. The survey could
also provide insight into what other website programs are available.
2) The team should also ask APICS headquarters if it has a website program recommendation.
3) Regardless of the program being used, the website should contain current chapter information including the by-laws, identity
statement, vision, mission, event schedules and a list of board members (with their pictures if they agree).
4) The website should also contain a Board member login and chapter board document storage. Additionally, it should be
technologically up-to-date with features such as links to social networking and a hit tracker.
11. APICS Piedmont Triad Chapter Strategic Plan: Updated 2011 – 2015 Page 11
MSI #3: Outreach& Increase/broadenpresence
The following tactics were identified as possible ways to achieve this initiative:
Increase personal contacts w/members and visitors
Special meet & greet functions outside PDE’s
Phone call process for inactive & new members, and visitors
Use VOC from non-members and inactive members to identify gaps
Co-sponsor opportunities
Trade Show presentation
Service industries campaign
Healthcare thrust
Local media spotlight
Chamber of Commerce presence to small businesses
Special interest groups
Pro bono assistance to start-up businesses
Assist medium-size businesses in need
A subgroup proposed the following actions for inclusion in the 2011-2012 Operating and Marketing Plan:
12. APICS Piedmont Triad Chapter Strategic Plan: Updated 2011 – 2015 Page 12
MSI #4: Chapter administration
The following tactics were identified as possible ways to achieve this initiative:
Recruit/develop chapter leadership; market skills learned
More teaming; matrixed responsibility functions
BOD business cards
Set goals and monitor progress
Update BOD manual for activities and responsibilities
RACI Charts?
A subgroup proposed the following actions for inclusion in the 2011-2012 Operating and Marketing Plan:
1) Develop a Chapter calendar for the fiscal year
2) Review and Update By-Laws
a) Review and revise manual for the following points
i) Discuss need for more refined job descriptions and responsibilities
ii) Reduce detail where possible
iii) Include graphic depictions where possible
iv) Define few and simple metrics that will monitor:
(1) Function responsibilities
(2) Reflect achievement of goals
(3) Show progress against Operating and Marketing Plan
v) Maintain electronic copy in Word and publish in Adobe pdf file
3) Develop a Leadership Pipeline
a) Identify candidates and their interests
b) Assign mentors to each candidate and include in current year’s work plans
c) Develop a succession plan with multiple candidates for each board position
