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SW District Meeting AUG 2010

SW District Meeting AUG 2010. Chapter Operations for “Seasoned” Officers. Why Such a Presentation?. Over time, all of us get somewhat set in our ways or, worse yet, we’re so comfortable with “how things work” that we don’t keep close track of “what things we need to work”.

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SW District Meeting AUG 2010

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  1. SW District MeetingAUG 2010 Chapter Operations for “Seasoned” Officers

  2. Why Such a Presentation? • Over time, all of us get somewhat set in our ways or, worse yet, we’re so comfortable with “how things work” that we don’t keep close track of “what things we need to work”. • Ever wonder where all the Chapter “stuff” is? Who has what and where is it? • Changes in the “rules” simply exacerbates the difficulty. • Often, good Chapter documentation is the key to continued Chapter operations

  3. Who are Today’s Presenters? • Dave Johnson – Phoenix Chapter • Dave Vandergrift – Orange County Chapter • YOU in the audience! – it has to participative since being didactic on this subject doesn’t work well!

  4. This presentation will simply provide pointers for you to use to more effectively manage your chapter and its processes, finances and equipment! Association Questions Chapter SOPs “Where is it? Questions Plans Chapter Officer Overview “How Do I?” Questions Bylaws District Questions Problem Resolution CMS/CBAR Answers

  5. Getting Started Action Items • Find the information, ongoing action plans, and records from past officers/Chapter members • Obtain and read any Chapter documentation – learn the “how we do business” of the Chapter • Gather up any other information is available • Ask the “Who had it last” ? Or “Who did it last?” questions

  6. What Documentation? • The Chapter By-Laws • The Chapter SOP/Policies & Procedures • The Chapter Strategic Plan and any other plans (Marketing, Membership, etc) • Chapter Budget • Prior Year’s CMS/CBAR Submission • Chapter BOD Minutes and Financial Audits • Any APICS Documentation that applies

  7. Other Chapter “Stuff” • Find and inventory all the “stuff” which the Chapter has acquired over the years • Like what, you may ask? • Projectors, screens, power strips, etc • Books, brochures, collateral items • Speaker gifts, recognition gifts, etc • This may take some time and effort!! • Keep what still useful/usable, scrap what isn’t (document the “what/how many”) and figure out what you need

  8. REMEMBER! An APICS strong suit is the networking opportunities it provides. So use that attribute to your benefit and the benefit of your BOD and chapter. From the Association—Chapter Relations, Membership,Education, and officers stand ready to help From your District—The District Staff, other chapter presidents and officers, people you meet here andat District meetings or conferences/VLW can eitherhelp or know someone who can help From your Chapter—Past presidents, past BOD members, chapter members past and present

  9. A Seamless Transition • Your goal should be to make the move from the past to NOW appear as seamless as possible to the chapter and its customers. • The idea is to get the operations and attendant financial affairs of the Chapter in order and resolve to continue the process into the future. • Beware of the “we tried that before in 1927 and it didn’t work” advice from the chapter oracle—the objectivel is putting the Chapter’s operational and financial house in order and assure the Chapter’s continued viability.

  10. A Word of Caution – This is NOT a one or two person effort – it’ll take a cooperative effort by a group who want to “get it done” and are not afraid to turn over rocks and ask the hard questions! The key? – COMMUNICATION!

  11. Meet the Tates! You know them—they pervade every organization! Dick Tate wants to run everything; Ro Tate tries to change everything; and Agi Tate stirs up trouble whenever possible, assisted by Irri Tate. When new ideas are suggested, Hesi Tate and Vegi Tate pour cold water on them. Imi Tate tries to mimic everyone else. Devas Tate loves to disrupt and Poten Tate wants to be the big shot. But it’s Facili Tate, Cogi Tate, and Medi Tate who save the day and get everyone pulling together!

  12. Questions? Discussion! There is someone in this room who can help us all find the answers! (or at least knows who to ask!)

  13. ToIt! What’s This? This is a Round ToIt! Chapter Operational Planning is Important - Never let it be said that your Chapter didn’t get around to it! SO - GO TO IT!!

  14. SW District MeetingAUG 2010 Chapter Operations for “Seasoned” Officers

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