Elevate the Expectation

1. Elevate the Expectation January 2009 Professional Development Update

2. 2008 Strategic Product Development and Body of Knowledge Priorities/Objectives

3. 2008 Priority: Product Development • 75% of members and non-member customers agree or strongly agree APICS products are relevant. • 60% of members and nonmember customers agree or strongly agree APICS products are of high quality. * Baseline will be obtained from member/customer survey being distributed this month

4. 2008 Priority: Product Development • Publish the APICS Operations Management Body of Knowledge Framework • Objective: the OMBOK Framework will be published before the conference. • Status: Delivered at conference • Members can download OMBOK free at www.apics.org/ombok, or order a bound copy for $20.

5. Publication: OMBOK Framework • Advertising and Public Relations • Advertisements and articles for the Framework have been developed and placed in APICS publications. • E-mail announcements were circulated throughout Q4. • An interview with Bob Jacobs, an editor of the OMBOK, appeared on the Web site of Modern Materials Handling magazine on November 21, 2008. • The printed version of the magazine included a short article in the January issue’s “Breaking News You Should Know” section.

6. 2008 Priority: Product Development • Implement a process to align courseware to the exam content manuals. • Objective: There is one-to-one correlation between the topics covered in the courseware and the exam content manuals. • Status:  CPIM and CSCP courseware were both revised to align with the 2009 exam content manuals.

7. 2009 CPIM Update • BSCM – Rewritten • Topics have been aligned with the 2009 Exam Content Manual. • Instructor feedback was reviewed and incorporated as appropriate. • Content was reviewed by SME team including international SMEs. • Content was edited by a copy editor specializing in International English. • Instructional design is similar to the Lean Enterprise Series including many more exercises. • Workbooks and slides have a completely new look and feel. • The new Basics course is in stock and in use by partners.

8. Why the Change? • Update content to meet new 2009 ECM • Improve the narrative • Improve participant content and instructor guidance • Include more interactions and activities • Reinforce key terminology • Make a visual impact • Improve the experience for the instructor and students BSCM Update

9. Course Roadmap • Session: • Introduction to Supply Chain Management • Demand Management • Master planning • Material Requirements Planning • Capacity Management and Production Activity Control • Aggregate Inventory Management • Item Inventory Management • Purchasing and Physical Distribution • Lean/JIT and Quality Systems • Theory of Constraints and Review Activity

10. Learning Objectives From: Specific, measurable objectives to guide instructor and students To:

11. Example IG Page • Transition slide header • Smaller slide graphics • More instructor guidance • References given • One-column format • New icons

12. Example PG Page From: • Updated content • Increased material To:

13. Problems and Solutions Problem Icon Build Slide Solution Icon

14. Class Problem 2.1 Solution Example Build Three-Month Next Month Month Demand Total Forecast 1 102 2 91 288 96 3 95 291 97 4 105 294 98 5 94 100 300 6 101

15. Vocabulary Check • ECM Key terminology • Reinforces dictionary definitions • Matching or crossword

16. Performance Check Answers From: To:

17. Second half of session 10 Students work collaboratively to build a knowledge base on several topics (similar to “Wikipedia” approach) Students then write mock exam questions Student stake the mock exam Added as appendix to MPR, ECO, DSP, and SMR “WIKI” Activity

18. 2009 CPIM Update • MPR, DSP, ECO, SMR - Updated • Topics have been aligned with the 2009 Exam Content Manual. • Instructor feedback was reviewed and incorporated as appropriate. • New content was reviewed by SME team including international SMEs. • Products were shipped in December. • SMR and DSP will be rewritten/redesigned like BSCM in 2009 for 2010 release. • ECO and MPR will be rewritten/redesigned like other modules in 2010 for 2011 release.

19. Corrected edits in all courses: • MPR 30+ • DSP 30+ • ECO 20+ • SMR 20+ • Changed JIT to Lean/JIT in all courses • Transition to lean All Courses (Except BSCM)

20. Content Added: • Master scheduling lot-sizing • Measuring distribution systems content • Clarified sections: • Customer service • S&OP Key Content Changes - MPR

21. Wallace, T. F. Sales & Operations Planning: How-to-Handbook, 2nd ed., 2004 changed to Sales & Operations Planning: How-to-Handbook, 3rd ed., 2008 References - MPR

22. Content Added: • Project management • Lean content in six areas • Service content in four areas • Remanufacturing • Content Deleted: • TPOP • Order-oriented finite loading • Clarified content in many places Key Content Changes - DSP

23. Added: 1. Haksever, Render, Russell, Murdick, Service Management and Operations, 2nd ed., 2000 2. Meredith, J. R. & S. J. Mantel Jr., Project Management: A Managerial Approach, 5th ed., 2003 3. PMI Standards, A Guide to the Project Management Body of Knowledge References - DSP

24. Added six sigma content Rewrite of operating environments section Cleaned up PERT data Modified pull system impact on reporting systems Deleted “asterisks” from IG, added missing slides to PW Key Content Changes - ECO

25. Deleted: 1. Sandras, W. A., Just-In-Time: Making it Happen, 1989 2. Fogarty, Blackstone, Hoffmann, Production and Inventory Management, 2nd edition, 1991 References - ECO

26. Content Added: • Technologies strategies • Supply chain strategy configuration • Inventory management collaboration • Leveraging a firm’s product & process development • Content Modifications: • Value-chain model • Cost management section Key Content Changes - SMR

27. Prepare to Teach • Download net change documents and replacement pages at: • www.apics.org/InstructorCenter/CPIM/ • Instructor kits and replacement sets are now available • Review new references

28. 2009 CSCP Update • Updated • Topics have been aligned with the 2009 Exam Content Manual. • Instructor feedback was reviewed and incorporated as appropriate. • Content was reviewed by SME team including international SMEs. • Product became available in December 2008.

29. CSCP Computer-Based Testing Pilot Pilot CSCP test will begin March 2009 Beta Testing Window: March 15-April 11, 2009 Beta registration begins: February 23, 2009 10 cities have been selected from the global community to pilot the CSCP CBT exam Pearson VUE will provide test delivery services during this beta Paper-and-pencil will still be available in CBT beta sites as well as places where CBT sites are not accessible

30. Domestic and International CSCP Pilot Sites – March 2009

31. CSCP CBT Next Phase Continue with regional roll-out strategy in 2009 June CSCP exam administration pilot locations will be announced in February 2009

32. New Product: Lean Enterprise • The Lean Enterprise Workshop Series is designed to provide participants with the knowledge and tools needed to effectively participate with their organizations in a lean transformation process. • This workshop series will enable learners to: • Determine whether an organization is ready for lean. implement lean • Gain experience analyzing best practices for incorporating lean into organizations. • Complete a customized project plan for implementing implementing lean.

33. New Product: Lean Enterprise • Structure: 7 Workshops, 28 Contact Hours • Workshop 1: Introduction • Workshop 2: Lean Culture • Workshop 3: Value Stream Mapping • Workshop 4: Stability and Process Improvement • Workshop 5: Just‐in‐Time • Workshop 6: Measuring • Workshop 7: Sustaining • Pricing • Instructor Kit $575 • Member Participant Materials $325 • Nonmember Materials $425

34. New Product: Lean Enterprise • Instructor/Partner Resources • To date approximately 150 instructors have been trained to deliver the series. • However, due to the difficult economy, very few chapters have been able to run the series. • Therefore, we are extending the deadline to purchase 5 participant workbook sets in exchange for free instructor guides to March 31st, 2009 for North American chapters and September 30, 2009 for partners outside of North America. • Updated kits were shipped to partners participating in this program in Q4.

35. New Product: Lean Enterprise • Marketing Support • Customizable ads with chapter contact and event info • Newsletter Ad, 1/2 page vertical • Newsletter Ad, 1/2 page horizontal • Newsletter Ad, 1/4 page • Newsletter Ad, full page • Collateral • Trifold • Flier • PowerPoint Presentation • Access these resources online at: apics.org/teachlean • Submit your class dates to leanupdates@apics.org. Local lean courses will be listed online at apics.org/lean . • Ongoing direct mail and e-mail support is planned for 2009

36. New Product: Global Sourcing • The Global Sourcing Workshop Series provides a comprehensive study of the critical tasks and challenges associated with global sourcing. • This new series equips learners with the skills to: • Understand the strategic importance of globalization • Learn how to prepare for international procurement • Evaluate potential markets in other countries • Source global suppliers strategically • Choose logistics partners • Address cultural differences

37. New Product: Global Sourcing • Structure: 4 Workshops, 16 Contact Hours • Workshop 1: Introduction • Workshop 2: Global Suppliers • Workshop 3: Cultural Relationships • Workshop 4: Logistics Requirements • In addition, a 6 hour Executive Overview of this content is available. • Series Pricing • Instructor Kit $300 • Member Participant Materials $185 • Nonmember Materials $235 • Executive Overview Only • Instructor Kit $115 • Member Participant Materials $70 • Non‐member Materials $95

38. New Product: Global Sourcing • Instructor/Partner Resources • Three instructor training programs held – two of which were webinars. • Instructor feedback is being incorporated into materials. • Instructor comments: • This workshop will be a great addition to our offerings. I see it as valuable for both open enrollment (multiple companies) and also on-site for individual companies. It will cross-sell easily to any person/organization that took the CSCP product. • Excellent Course and very well prepared so far. • I appreciated the low cost and convenience associated with delivery through the Webinar format.    

39. New Product: Global Sourcing • Marketing Support • Customizable ads with chapter contact and event info • Newsletter Ad, 1/2 page vertical • Newsletter Ad, 1/2 page horizontal • Newsletter Ad, 1/4 page • Newsletter Ad, full page • Collateral • Trifold • Flier • PowerPoint Presentation • Access these resources online at: apics.org/teachglobal • Online Lean Enterprise Workshop Series Course listing at apics.org/global • Ongoing direct mail and e-mail support is planned in 2009

40. APICS Magazine • While the number of issues has decreased from 10 per year to 6, the editorial staff is enhancing content, including: • Publishing higher-quality articles and augmenting current departments. • Launching APICS Extra Live: interactive “author-reader” webinars. • Unveiling a new, online version of the magazine. • Planning a green/sustainability conference.

41. APICS Magazine • Enhanced Electronic Magazine • http://www.apics.org/resources/magazine/online • July/August issue, complete with advertisements, illustrations, and other graphics, was launched on July 30th. • International readers to get the magazine in a reliable and timely fashion • Features include: • Searchability • Advertisements • Live links to web addresses • An online subscription drive is being tested in an international market

42. Attend APICS 2009 APICS 2009 Learning Paths -Global Supply Chain -Demand Management, Forecasting, and S&OP -Logistics and Distribution -Lean -Basics of Operations Management -Professional Advancement -Green for Business Apply for your U.S. passport today! Visit apicsconference.orgfor more information. Registration opens in March 2009.

43. Attend APICS 2009 • Chapter tool kits will be released Feb.20. They will include: • Advertisements • Video • Web Tiles • Fliers • Postcards • Passport Kits • City Guides • Post-it Notes & Pens

44. APICS Member Advocacy 2009 Advocacy Campaign In 2008, APICS launched an advocacy campaign to bring visibility to the value of APICS-educated operations and supply chain management professionals in a difficult economy. The objective of the campaign is to • Demonstrate to employers, the media, and the marketplace that trained operations and supply chain managers are integral to the success, and sometimes the very survival, of a business • Communicate to APICS members that APICS relates to their situation and will help them navigate this recession.

45. APICS Member Advocacy The advocacy campaign includes these components: • Introduction of new e-newsletters for members and executives that cover the media and government reports and put them in context for the profession. • Increased communications about relevant member benefits, such as extended unemployment benefits and Career Center job postings. • Enhanced APICS magazine editorial coverage of the economy • Continued distribution of economy related APICS content to employers. • Development of a public relations plan and media calendar.

46. APICS Member AdvocacyKey Messaging Belonging to APICS is essential during tough economic times.

47. Belonging to APICS is essential during tough economic times Education enables employees to take on additional duties in an efficient and effective manner. Companies with fewer workers absolutely need increased productivity. Workforce education and development also help ensure a company’s readiness for the future – whatever the world economy brings.

48. Comments? Questions? Issues? Concerns? THANK YOU!