Progress_Update_and_BoardOfDirectors_Call January 31, 2024 Michele Carroll, ISSIP Executive Director Deb Stokes, ISSIP President ISSIP Leadership - https://issip.org/issip-leadership/ Agenda Welcome - Michele Carroll President’s Welcome - Deb Stokes -Recognize Outgoing President -Vision for 2024 ISSIP 2023 in Review Overall - key metrics - Michele Carroll Events, Publishing - Jim Spohrer Awards - Haroon Abbu Ambassadors - Christine Ouyang AI Collab Pilot - Debra Satterfield New in 2024 - Vaishali Mane - Give. Get. Grow! 2024! ISSIP Community: Why I Joined, Best in 2023, Priority 2024 Institutional, BOD Members Closing - Deb Stokes Recording: https://youtu.be/QH80aMx2kJA Slides: https://www.slideshare.net/slideshows/20240131-progressupdateboardofdirectorspptx/266018822

1. ISSIP
Jan 2024 Progress Call with Board of Directors
www.issip.org

2. Agenda
2
12:00-12:03 Welcome, Agenda Michele Carroll
12:03-12:15 President’s Welcome
● Recognize Outgoing
President
● Vision for 2024
Deb Stokes
12:15-12:35 ISSIP 2023 in Review
● Overall - key metrics
● Events, Publishing
● Awards
● Ambassadors
● AI Collab Pilot
Michele Carroll
Jim Spohrer
Haroon Abbu
Christine Ouyang
Debra Satterfield
12:35-12:40 New in 2024
● Give. Get. Grow! 2024! Vaishali Mane
12:40-12:55 ISSIP Community:
Why I Joined, Best in 2023,
Priority 2024
Institutional, BOD
Members
12:55-1:00 Closing Deb Stokes
Michele Carroll
Executive Director, ISSIP
Founder & President,
Carrollco Marketing
Silicon Valley

3. ISSIP President’s Welcome
Deborah Stokes
ISSIP 2024 President
Leader, External Research
OCTO Remote - NC & TX

4. Introductions & Welcome
4
Deborah Stokes
ISSIP 2024 President
Leader, External Research
OCTO Remote - NC & TX
Nicole Reineke
ISSIP Vice-President & Chair
Strategy Council, 2024
Distinguished Product Manager
Vanita Wells
ISSIP Board Director
Vice President, Customer &
Inventory Operations (Reality Labs)

5. President’s Recognition & Vision
5
Recognition
2023 Accomplishments
● Growth in engagement and value
● Leadership, volunteers,
+Membership, industry +IM
● AI Collab pilot success
Vision for 2024
● Be a pivotal resource for the
transformation of work
● Accelerate growth
● ISSIP community
Deborah Stokes
ISSIP 2024 President
Leader, External Research
OCTO Remote - NC & TX
Utpal Mangla
ISSIP President 2023
General Manager, Industry
EDGE Cloud; IBM Cloud
Platform
Toronto, Canada

6. ISSIP 2023 By the Numbers
2 Goals: Growth & Engagement
Membership growth continues
(+6% to 1751 individual)
Gaining visibility to industry,
academic, geographic makeup
Followers approaching 1000
(953, +40%)

7. ISSIP 2023 By the Numbers
Engagement Metrics
12 ISSIP
News
Editions
New
Ambassadors
+9/88 (+19 in
pipeline)
19 Events
350+ Participants
+865 YouTube views
+423 Slideshare views
+11 Books
Published/78
10 Sponsored
Conferences/
2 Best Papers
+142 Credentials
Awarded /523
+28 Blog
Posts
/263
+4 Excellence in
Service Innovation
Awards, +8 Distinguished
Recognitions /18 awards
and 41 distinguished
recognition

8. Engagement Report -
What ISSIP Community Values & Prioritizes
MOST WATCHED ISSIP EVENTS
125 Service System Sustainability
Ambassador Panel (May)
110 Industry 5.0 Skills Ambassador Panel (July)
97 Tech for Good Discovery Summit (Sept)
82 Women in Tech Ambassador Panel (June)
81 Digital Twins Ambassador Panel (March)
Jim Spohrer
Co-Founder & Board
Director, ISSIP (IBM
retired)
Treasurer, Sec of BOD
Silicon Valley
MOST WATCHED ISSIP EVENTS
147 Tech for Good Discovery
Summit (Sept)
58 Service System Sustainability
Ambassador Panel (May)

9. Engagement Report -
ISSIP Conference/ Paper Collaborations
2023 - 10 Conference Collaborations (2 Best Paper Awards)
IESS Feb 15-17, 2023 – International Explorations of Service Science
SSC2023 (UK) May 8-9, 2023 – Spring Servitization Conference
Naples Forum Jun 6-9, 2023 – Naples Forum on Service
Frontiers Jun 15-18, 2023 – Frontiers in Service
**AHFE HSSE Jul 20-24, 2023 –AHFE Human-Side of Service Engineering
PICMET Jul 23-27, 2023 – Portland International Conference for Management of
Engineering and Technology
ICServ (Japan) Sept 14-16, 2023 – International Conference on Serviceology
AAAI FSS Nov 17-19, 2023 – AAAI Fall Symposium Series
**ISM Nov 22-24I – International Conference on Industry 4.0 and Smart Manufacturing
2024 Calendar - 11 Conference Collaborations (2+ Best Paper Awards)
HICSS Jan 4-6, 2024 – Hawaiian International Conference on Systems Sciences
Jim Spohrer
Co-Founder & Board
Director, ISSIP (IBM
retired)
Treasurer, Sec of BOD
Silicon Valley

10. Engagement Report -
ISSIP RECOGNITION, COLLABORATION 2023
BADGES/ DIGITAL CREDENTIALS
69 ISSIP Knowledge Sharing - Eminence
54 ISSIP Excellence in Service Innovation - Distinguished Recognition
19 ISSIP Excellence In Service Innovation - Annual Winner
NEW ISSIP OFFERINGS LAUNCHED IN 2023: AI COLLAB & MyT-Me
Jim Spohrer
Co-Founder & Board
Director, ISSIP (IBM
retired)
Treasurer, Sec of BOD
Silicon Valley
+142
Credentials
Awarded /523

11. Treasurer’s Report
• December 31, 2023
• Checking: 55,096,02
• Savings: 23,787.12
• June 30, 2023
• Checking - Operating Capital: $74,081.39
• Savings - ISSIP Foundation: $22,873.73
Jim Spohrer
Co-Founder & Board
Director, ISSIP (IBM
retired)
Treasurer, Sec of BOD
Silicon Valley

12. 12
ISSIP
Annual
Calendar

13. ISSIP Community - Growing, Better Connecting
13
Vaishali Mane
ISSIP Community Lead
Sr. Product Analyst
CMS.gov
Austin, TX

14. ISSIP Recognition / Awards
14
Haroon Abbu
SVP, Digital, Data &
Analytics, Bell & Howell
ISSIP Awards Chair
● Awards Judging Committee Welcomes
Yassi Moghaddam
● First ever Overall Excellence in Service
Innovation – Luna XIO for Overall
Impact
● 4 Winners + 8 Distinguished
Recognition Award Winners
● DEADLINE TODAY for NOMINATIONS –
link in chat

15. ISSIP Ambassadors - 2023
15
Dr. Christine Ouyang
Distinguished Engineer,
IBM
Ambassadors Lead, ISSIP
New York
+9 New Ambassadors in 2023, +19 in 2024
2 Planning Meetings - to connect, set priorities
New Recognition Plan: Nominate Ambassador of the Year
(provide link in chat)

16. ISSIP AI COLLAB Launch 2023
16
Deborah Satterfield
Dept. Chair / Professor of Design
Cal State University-Long Beach
ISSIP Lead: AI Collab
New ISSIP Offering for Institutional Members
● Benefits Students, Educational Institution and Sponsoring
Organization
2023 Pilot – Fall 2023
● 4 Participating Universities
● Generative AI Creation of Great Service Innovations of all
Time
● +Playbook of Process, Prompts, Learnings and ‘How-To’ for
Future Use

17. Ways to Get Involved
17
1. If you have a project idea, this is a great way to expand your thinking on a topic iin
new ways and see where a new and different team of students might take your idea in
a 5 week or 15 week project.
2. Do you have a book, paper, or website that covers topics in your area of expertise?
You can come into courses as a guest speaker and share your ideas with the next
generation of area experts.
3. Come into a class for an "Ask me Anything" day and see what magic emerges in that
think tank environment.
4. Professional Prep and Mock Interviews - Would you be interested to have short
meetings with students to help them polish their interviewing skills and build their
confidence?
5. Give ISSIP your ideas for this really important industry and academia collaboration!

18. WWW.ISSIP.ORG
Meet ISSIPs
New Institutional Members - 2024

19. WWW.ISSIP.ORG
ISSIP Community: Give. Get. Grow!
Let’s hear from our executive leaders…
● Why I Joined ISSIP, Why I Stay
● Best of 2023 for me
● Top priority in 2024

20. WWW.ISSIP.ORG
Questions? Discussion

21. WWW.ISSIP.ORG
CONTACT US
Michele Carroll, Executive Director
Michele@issip.org