3.0 Introduction: The APICS, The Association for Operations Management Granite State Chapter # 85 strategic plan identifies the fundamental decisions and actions that will shape and guide what this chapter does and will become within the next 3 years. This plan outlines chapter values, vision, mission, external and internal assessments, critical goal categories, goals and action steps required to motivate and move the chapter toward its overall vision.

4.0 Core Values:

A. To uphold the high standards of APICS.

B. To maintain and improve sound business practices and to foster high standards of professional conduct.

C. To educate members and member companies in operations management and to encourage the pursuit of certification for Certified in Production and Inventory Control, CPIM, and/or Certified as Supply Chain Professional, CSCP.

D. To encourage and cooperate in the interchange of knowledge and techniques of operations management for the mutual benefit of the profession.

E. To maintain high personal standards of moral responsibility, character, and business integrity.

5.0 Vision:

To have the local business community and APICS members recognize the value of APICS educational services in the field of operations management.

6.0 Mission:

To provide educational programs, services, and assistance that will enable members and local businesses to stay abreast of current knowledge and thinking in the field of operations management.

7.0 External Assessment:

7.1 Market Analysis

7.1.1 Geographical Area (what is our geographical area we service?)

7.1.2 Target Market (How large is our market, size companies, types of companies, etc…?)

7.2 Opportunities

7.2.1 Current business climate provides incentive to improve self and company.

7.2.2 Current business climate provides incentive to network.

7.2.3 Current business climate provides incentive to look at things in a new way.

7.2.4 Certification (CPIM & CSCP) and certification maintenance can create incentive to participate in APICS.

7.3 Threats

7.3.1 Increased costs will discourage people from participating in APICS.

7.3.2 Increased work hours will cause people to be too busy to participate.

7.3.3 Financial climate will cause member companies to discontinue support to employees’ APICS membership and educational offerings.

8.0 Internal Appraisal:

8.1 Chapter Structure: Structure consists of chapter members and chapter Board of Directors (BOD). Current BOD structure is as follows:

POSITION	HELD BY
President	Ed Lamarine, CPIM
Executive V.P.	Vacant
V.P. Marketing	Dennis Yates
V.P. Membership	Lisa Hayes, CPIM, CIRM
V.P Programs	Richard Clough
V.P. Education	John Henson, CPIM
Secretary & Awards Manual	Juliana Hill, CPIM
Treasurer	Ann Yenchick
Newsletter Editor	Ann Yenchick
Web Master	Annette Bogan
Asst Web Master	Doug Henderson
Academic Liaison	Christina Barss
Company Coordinator	Lars Anderson
Past President / Director-at-Large	Chris Carr
Director-at-Large	Kevin Burnell

8.2 Strengths

8.2.1 Dedicated, involved Board of Directors.

8.2.2 Large base of potential members in immediate area.

8.2.3 Diverse mixture of business, industry, and health care in immediate area

8.2.4 Board of Directors’ membership diverse: Professions, Ages, industries, levels in organization.

8.2.5 Association with academic institutions (NHCTC, NEC, UNH)

8.3 Limitations

8.3.1 BOD Members time to perform routine responsibilities and activities or increase services and activities limited.

8.3.2 Lack of media exposure locally and nationally.

9.0 Critical Goal Categories:

9.1 Board of Directors: Track performance, development new board membership base, and recruit members to continue success.

9.2 Marketing: Promote all chapter activities and educational programs to existing and potential members and to member and non-member companies primarily through public relations and marketing.

9.3 Education: Conduct CPIM and CSCP Certification Course Programs, support Operations Management curriculum with NEC, revitalize the Student Chapter, and support the Student Paper Competition

9.4 Membership: Recruit and retain members to increase chapter membership. Greet new members. Use members, company coordinators, newspaper and website articles to recruit. Recognize current members and respond to renewals and suspends with letters and calls.

9.5 Company Coordinator Program: Contact company coordinators through monthly notices and emails to publicize monthly events. Provide marketing material for courses and events in monthly mailings. Recognize company coordinators for their efforts.

9.6 Programs: Have all programs for monthly chapter meetings/plant tours planned and arranged by the end of October. Meet and greet speakers. Conduct Student Night and a Top Management Night Chapter meeting

9.7 Monthly Meetings: Conduct monthly meetings which meet the needs and interests of our members and are affordable and convenient.

9.8 Finances: Maintain fiscal responsibility. Provide an annual budget with monthly status. Provide cash flow analysis; adjust expenditures based on cash flow, and make recommendation to maintain a stable fiscal climate.

9.9 Web Page Development: Create and maintain a web page that provides current member and chapter information in a pleasing and interesting format.

10.0 Goals and Action Steps:

10.1 Board of Directors

10.1.1 Maintain at least 4 Board members during the year to conduct chapter operations. (CMS)

10.1.2 Update the chapter By-Laws by December 31, 2007 and review every year thereafter. (CMS)

10.1.3 Submit listing of chapter officers using My Chapter by August 31^st of each year. (CMS)

10.1.4 Conduct a member needs survey before December 31, 2007 then every 3 years thereafter to improve member support. (CMS)

10.1.5 At least 1 Board member will attend an officer training session, or Leadership Institute Workshop, and/or a Region Meeting. (CMS)

10.1.6 Have at least 1 officer participate in the officers’ electronic discussion list. (CMS)

10.2 Marketing:

10.2.1 Goal #1 Issue a minimum of 2 newsletters to advertise chapter events (1 in the fall and 1 in the winter). (CMS)

10.2.2 Goal #2 Send an email notice to all members and prospective members for every Professional Development meeting and/or Plant Tour. (CMS)

10.2.3 Goal #3 Post chapter events in news media at least 3 times during the year.

10.3 Education

10.3.1 Goal #1 Conduct at least 1 CPIM certification course per year. (CMS)

10.3.2 Goal #2 Conduct at least 1 seminar per year. (CMS)

10.4 Membership

10.4.1 Goal #1 Increase the number of members for each year by 5%.

10.4.2 Goal #2 Accomplish a 70& retention rate.

10.4.3 Goal #3 Contact 50% of members who do not renew to determine why.

10.5 Company Coordinator Program

10.5.1 Goal #1 Reestablish the company coordinator program in 2007-2008.

10.5.2 Goal #2 Maintain and grow the number of company coordinators by 5% in each successive year.

10.5.3 Goal #3 Contact each company coordinator each month to disseminate chapter event materials.

10.6 Programs

10.6.1 Goal #1 Conduct at least 8 PDM events per year. (CMS)

10.6.2 Goal #2 Reestablish Top Management Night during 2008-2009 chapter year. (CMS)

10.6.3 Goal #3 Contact student members and non-members in an effort to revitalize student chapter.

10.7 Monthly Meetings

10.7.1 Goal #1 Conduct a PDM survey at every chapter event. (CMS)

10.7.2 Goal #2 Draw between 15-20 members in attendance per PDM.

10.7.3 Goal #3 Track PDM attendance in a chart for reference purposes.

10.8 Financial

10.8.1 Goal #1 Provide Letter of Assertion to APICS each year. (CMS)

10.8.2 Goal #2 Track budget execution monthly.

10.8.3 Goal #3 Conduct a financial audit before the end of the year.

10.8.4 Goal #4 Submit IRS 990 form before 1 December.

10.9 Web Page Development

10.9.1 Maintain a chapter website with a link to APICS and with current chapter information. (CMS)

This Strategic Plan has been reviewed and approved by the APICS Granite State Chapter #85 Board of Directors on September 4, 2007.

________________________ ________________

Ed Lamarine, CPIM Date

President, APICS Granite State Chapter #85