Program Update Southwest District Meeting San Fernando Valley, 11-06-2010

1. Fifth Annual Southwest District Student Case Competition Information Program Update Southwest District Meeting San Fernando Valley, 11-06-2010

2. Topics to Cover • Goal: 50 students • Progress Since Aug President’s Meeting • Association Support • Financial Position • What is Still Needed

3. Progress Since August • Web site updated • Hotel contract signed • All Case docs updated and posted • 1 team has registered (CSU Stanislaus) • Talked to potential sponsor to learn what data needed to entice for sponsorship • Case study determined, case expert ID’d • Assn Guest: Robert Vokurka

4. Association Support • We are requesting that national start to support the student case competition. • Support request is to integrate actions into national strategic plan. • Goal is to develop a marketing plan which details a long term vision for the event • The first pass will be submitted to national by 11-15.

5. Finances

6. Historical – Projected Costs * Plus 3 High School students who formed 1 extra team 2011 projected cost: 50 students: $15,350

7. Finances/Budget & Contributions • Remaining funds from last year ~ $2,500 • Anticipated Expenses $15,350 • Food $1,600 (Sat), $500 (Friday) • Medallions, Certificates & Admin $550 • Student Memberships $100 • Travel for winning Undergrad team to Int’l Conf $1,600 • Sponsor 4 Undergrad to E&R Scholars Program $4,000 • Cash Awards $7,000(remaining funds from contributions) • Need to raise $12,850 to break-even • Last year ~ $12K donated by chapters

8. Last Year’s Chapter Contributions Last Yr’s chapter contributions: $11,957.77 What will be amount for this year? Pledge Deadline: 12/1/2010 Donations Due: 1/31/2011

9. Expected Sources of Revenue • Chapters from SW District ($10,000) • Team Registration Fees • 8 teams from SW District ($2000) • 2 teams from other Districts ($1000) • Sponsorships from corporations ($0) • E&R Foundation (??) • August District Meeting 50/50 Raffle ($500) • Carryover from last year (~$2500)

10. What is Still Needed • Financial Support • Marketing Support • E-mail messages to Academics/Students within District • Student Teams to Register • Volunteers for Actual Event Logistics

11. Financial Support • Use donation form provided on the web site • Canvas your resources • PDM’s (50/50 Raffles, etc) • Schools funding programs • Corporate Sponsorships • Education Courses • Chapter Budgets • Need to receive pledges by December 1, 2010 • Donations ($) due by January 31, 2011

12. Marketing • Utilize the “Student Competition” Tab on the District Website • Tools are available for download • Contact Academic Advisors at your local Colleges & Universities • Work through your Student members • Energize the Education VP’s on your chapter BOD • Take full advantage of your Company Coordinators & HR Departments

13. Member Types by Chapter(As of Aug 1, 2010) What progress have chapters made so far?

14. Communications • Critical Dates: • Event Date: Friday-Saturday, Feb. 11-12,2011 from 9 a.m. (Fri) until 2 p.m. (Sat) • Team registration deadline: Jan 31, 2011 • 3-step team registration process (NEW!!) • Location: San Diego, Sheraton Mission Valley Hotel (Reserve by 1/19/2011) • Finances: Pledges: 12/1/10; Donations: 1/31/11 • Use PowerPoint & PDF’s from District Web site on Student Competition page (See downloads section at bottom of page)

15. Overview of EventFeb 11-12, 2011 • Event /Timing: in San Diego • Event will start on Friday morning at 9 AM, and complete by Saturday at 3 PM • *More food for students on Friday than last year • Output from Students : • 2 page Exec. Summary plus 1 page of charts/graphs • More time allotted for oral presentation (not yet determined, but will be defined when we see the # of teams) • Judging – Prelims & Finals • Preliminary judging will occur on Friday evening • Final judging will occur on Sat. morning for the top teams

16. Overview of Event (continued) • Student Leadership Workshop or Networking event • Sat. a.m. after final competition (not yet defined but needs to improve over last year) • Prizes for winners: • Cash for all teams, based on donations from chapters/individuals • Guaranteed acceptance into Scholar’s program for APICS Int’l Conference in Fall 2011 for 4 on winning Undergrad team • Includes hotel, most meals, and conference registration • Up to $400 p/p in travel expenses covered by district

17. Volunteer Opportunities • Judges (Friday night/Saturday) • 3 for oral presentations • 3 for written executive summaries • Student Registration Assistance • Video Camera Operators • Still Photo Operators • Mentors and Professional Networking • Assistance with Awards Presentation • Logistics & execution tasks as needed • Sponsorship program/documents (for 2012) • Future Cases

18. Contact For more information contact the Southwest District Student Competition TEAM: • Ellen Kane • 818-999-4877 • ek@theacagroup.com. • Barry Solomon • 702-324-1729 • solombar@cox.net • Sue Thornton • 714-227-4867 • jssusit@earthlink.com • Dave Dougherty • David.Dougherty@viasat.com • Robert Lundeen • Robert.Lundeen@Honeywell.com • Francisco Lara • Francisco-Lara@global.t-bird.edu • Lisa Anderson • landerson@lma-consultinggroup.com • Gordon Loucks • profloucks@gentwood.com • Joan Wallner (district liaison) • - jwallner@apics.org Advancing Productivity, Innovation, and Competitive Success

19. Questions