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Planning for a Successful Chapter Program Year. Mary Beth Lech,CFCM, Fellow National Vice President and Treasurer (Elect) Dayton Chapter NCMA Leadership Summit 2005 Charleston, South Carolina June 17-18, 2005. Or…. “If I don’t know where I’m going, will any road take me there?”.
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Planning for a Successful Chapter Program Year Mary Beth Lech,CFCM, Fellow National Vice President and Treasurer (Elect) Dayton Chapter NCMA Leadership Summit 2005 Charleston, South Carolina June 17-18, 2005
Or… • “If I don’t know where I’m going, will any road take me there?”
Look What You Got Yourself Into! • YOU are managing a business when you are NCMA Chapter President! • Management • Financial • Personnel • Product and Service Delivery
What Would A Successful Business Do? • Who are my customers? • What products and services do I deliver? • How do I deliver the goods? • To who? • With what? • What is the short term objective? • What is the long term goal? “Health Check”
How Healthy Is Your Chapter? • How are you doing? • How do you know? • How do you measure your chapter’s health? • What do I use to measure? • What do I use as a benchmark?
You Have a Great Toolkit... • Use the Graalman criteria as a measurement tool • Basis of the business plan for your chapter • Customer focus • What do you need to do to serve your local chapter members
Eight Areas of Focus • Education and Training • Professional Activities / Advocacy • Publications and Communication • Participation • Finance • Membership Data • Planning and Organization • Other
Why Use These Criteria? • Why not? • Wouldn’t you want to provide these services to your membership anyway? • As a member, wouldn’t you expect to receive these or similar services?
Getting Started... • What do you want to accomplish? • Focus your planning on that target • Next Week or Next Year?
How do you get from here to there? • Use the criteria as your ‘trip tik’ • What is the main route? • Do you want to sightsee along the way?
Step by Step Process... • “We want to hold educational workshops” • OK! The criteria states one point for each hour of education on topics that provide practical contract management knowledge up to 10 points
Step by Step... • “You know, we have a chapter member who teaches business law at the local university at night.” • GREAT! Capture that data and use it in #2b, professional activities
Step by Step... • “Why don’t we offer a book scholarship at our business law professor’s school?” • WONDERFUL! And count that scholarship as “Other noteworthy support in item #2b for 2 points.
“I’m here at this meeting, doesn’t it count for something?” YES! Not only are we glad to see you, make sure you count your attendance in item #4d of the 05-06 program year criteria. Step by Step...
Step by Step... • “We had members sit for the CCCM and CFCM exams.” • GREAT NEWS! Make sure you verify and use the certification data that comes from national office in July to verify your numbers in areas 1 and 2.
Okay, I Get Your Point... • The Graalman criteria is made up of “stuff we’re doing anyway.” • The Graalman is not imposing new things for you to do; it is a compilation of best practices that are out there in the contracting community.
Are we on message? • Is this the professional image of NCMA that we need to share? • Do your communications with the outside world reflect what we would want to see?
Now What... • Organize your thoughts • Set aside the documentation to support what you’ve done • Step back and look at it West Undershirt Chapter Graalman Notes
Team Health Check... • Review your plan • You’ve delegated to your leadership team-how are they doing? • Is your web page current? Was the web master deployed to Diego Garcia? • Review the Graalman criteria • Are you doing something unanticipated? Did opportunity happen?
Time for a Course Correction? • Even the AAA Routing will have unexpected orange barrels along the route • You can always make a course correction
Patch Up and Keep Going! • Build on your successes • Learn from the past • Some of your biggest successes can come from the fact that you were forced to stop and reassess the situation
What Next... • Compile your results • Some information posted on NCMA Intranet site • You’ll be amazed at what your team as achieved • You’ll find you did more than you realized I see a Graalman in your future
Results! • The Graalman Award goes to YOUR chapter!