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Operations Report

Operations Report. Neal J. Couture, CPCM Executive Director Board of Directors Meeting Phoenix, AZ March 19, 2011. Action Items from BOD Meetings.

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Operations Report

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  1. Operations Report Neal J. Couture, CPCM Executive Director Board of Directors Meeting Phoenix, AZ March 19, 2011

  2. Action Items from BOD Meetings 1. Develop a communications/marketing plan for the revised mission, vision, and strategic objectives, once approved by the Board. (December 2010) Assigned to: Couture Status: Complete – discussed in Operations Report. 2. Continue the discussion of metrics (measure success for outcomes proposed) for the four proposed strategic objectives. (December 2010) Assigned: Four SPC Subcommittees Status: Ongoing

  3. Action Items from BOD Meetings 3. Address sharing or selling content between/among chapters at either Leadership Summit or a Mid-Year Leadership Conference. (January 2011). Assigned to: Lech Status: Will be addressed at Leadership Summit in August 2011 4. Amend the open letter addressing the need for cooperation between government and industry, to reflect January 2011 Board discussion, for EC approval. (January 2011) Assigned to: Chadwick/Executive Committee Status: Complete

  4. Communications and Marketing Plan for the Revised Mission, Vision, and Strategic Objectives • Press release. • Website. • E-newsletters (7): CM News, ChaptersConnect, StudentsConnect, AdvisorsConnect, FellowsConnect, CareerConnect, VirtualChapterConnect. • “This is NCMA” powerpoint presentation. • CM magazine. • Email to Chapters. • Chapter presentations.

  5. Chief Knowledge Officer - Mr. Alan Boykin • Retired Colonel (O-6), USAF • Associate Director, Talent Management & Initiatives Office, Human Capital Initiatives, Office of the Under Secretary of Defense, Acquisition, Technology & Logistics; • Deputy Chief, Contracting & Acquisition Support, Defense Business Transformation Agency (BTA); • Deputy Chief, Contract Policy Division, USAF; • Assistant Professor, School of Systems & Logistics, Dept of Contract Management, Air Force Institute of Technology. • Master of Science in Strategic Studies, Air War College, Air University, Maxwell AFB AL; • Master of Science in Systems Management (Concentration: Human Resources Management), State University of New York (Binghamton) • BS in Business Management/Quantitative Science, California State University Fresno.

  6. Finance • Favorable YTD variance in net revenue: $500 K over budget • Reserves are $2.26 million, which is 34.3% of operating budget ($6.581 million). • YTD investment gains: $269K • Concerns: conference registration revenue….

  7. Finance Comparison with ASAE benchmarks, for similar sized associations

  8. Salaries and benefits as % of revenueASAE Operating Ratio Report - 13th edition

  9. Number of employeesASAE Operating Ratio Report - 12th edition

  10. Revenue per employeeASAE Operating Ratio Report - 13th edition

  11. Financial Report Update 6.7% positive variance over budget.

  12. Financial Report Update * World Congress timing change 3.9% positive variance from budget in expenses

  13. Financial Report Update * World Congress timing change $769,000 positive variance from budget in net gain year to date!

  14. Membership • 20,317 members as of 3/1/2011. Up 2.4% from beginning of year. • Retention rate: ~80% remains consistent.

  15. Chapter Relations • Mid-Year Leadership Conference: • 83% rated excellent or very good over all • 92% would recommend to their colleagues • University of Alabama (Huntsville) Chapter was chartered. • Baltimore Washington Corridor chapter was de-chartered. • Virtual chapter: 260 members, 130 international

  16. Conferences • ADC 2011: 250 attendees, xx below budget. • ADC 2012 in Austin, TX. • World Congress 2011 in Denver, Colorado: • 3 of 4 keynote speakers secured • 120 breakout sessions selected and notified • 3 plenary panels being developed by CLO and Chair • Leadership Summit 2011: August 11-12, 2011 in Boston. • GCMC 2011 scheduled for November 13-16 at Bethesda Marriott Conference Center. • Negotiating with hotels for 2012 & 2013.

  17. World Congress 2011 – Denver!

  18. Schedule for BOD Members

  19. Schedule for BOD Members

  20. Education • Risk factor: Conducted fewer webinars than planned due to topic and speaker selection, workload issues. • Mitigation plan: new CLO hire will significantly contribute in this area.

  21. Certification • Transactions and revenues exceed budget year to date. • Applications up 55%; • Certifications awarded up 78%.

  22. Advertising Sales and Creative Services

  23. Standards • Standards Committee recommends NCMA agree to be Supporting Organization for the “Values and Guiding Principles of Public Procurement” • “A public sector organization that supports the concept of the collaborative development of guidance for the public procurement profession. The organization agrees to help spread the word and is encouraged to add representation to the Review Team. There is no financial commitment.” • Position Standards for the CM Field: to the committee Thursday for review; publish upon approval. • CMBOK project: Job analysis report complete, CMBOK 3.0 draft to edit for publishing by WC2011.

  24. Core Operations • New CLO hired. • Office condo association: roof replacement project. • IT Manager Wyatt Miedema returned from Bahrain, back to work end of March.

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