CBAR & CPA Chapter Benchmarking & Reporting Channel Partner Agreement

North Shore Chapter #20Beverly, Massachusetts

Best Practices

CBAR & CPAChapter Benchmarking & Reporting

Channel Partner Agreement

The NOSH Chapter has maintained Platinum Status for Eighteen Years!

The NOSH APICS BOD has encountered all of the typical challenges preparing CBAR.

Through trial and error, the board devised a plan to help make the compilation of data and submission an easier process.

We would like to share the process with the hope that it will be beneficial to other chapters.

A Little History……

Avoiding the last minute scramble to collect critical data for CBAR submission.

Fully understanding the requirements.

Creating a synergy where all board members are active participants.

Documenting the process for future board members.

Taming the CBAR Tiger. (Achieving this ultimately yielded some resolute actions and made our annual submission much easier)

The Challenges……

Early education.

Clearly documented job descriptions (SOP examples are included in the CBAR folder under Chapter Management).

A disciplined approach to tracking and recording data for accurate reporting (minutes, CBAR folders, periodic review).

A format that leaves little room for error.

Accountability.

The Action Plan……

Channel Partner Agreement Requirements CBAR Requirements A properly executed program makes your

Chapter a better Chapter!

Notes: Watch for early deadlines. Occasional activities (joint meetings). Monthly: newsletter, minutes.

Structure of the CBAR/CPA Program

Someone has to drive the program. The VP of the NOSH Chapter is responsible for the proper data collection and reporting, but it can be any ambitious/organized board member.

Obtain/review the Standard and the 2-part Excel template (included in CBAR Templates: CBAR Workbook) .

Review previous year’s effort: Who did what? How was each requirement met? What could be improved upon?

Have a PLAN!

How To Organize……

Present to BOD EARLY! • No later than the September Meeting. Include CBAR/CPA

responsibilities in the Board Member job descriptions. Set up your minutes to capture CBAR/CPA information on a monthly basis. (this project is still evolving at NOSH…will update you all when it’s done!)

A Calendar prepared with your Boards agenda to meet requirements is very effective.

Templates to create a BOD Calendar and a Public Calendar are on the Flash Drive of this District Meeting.

Organize the minutes. • Include all critical information. This is the record of your

Chapter. It is your history.

Getting Started……

We have prepared the following templates in the hopes of helping other chapters avoid some of the challenges CBAR/CPA present.

Templates to produce two versions of informational calendars: Public and Board of Directors.

A Budget worksheet for CBAR point opportunities.

Templates for CBAR/CPA execution.

Contact information for the NOSH BOD. We are always happy to help a fellow chapter.

Sharing the NOSH Plan

APICS Calendar Covers

APICS Public Cover APICS BOD Cover

Public & BOD Calendar: Date Pages

January 2015------------------------------------------------------------------------------------------------------------------------------------------------------------President (Frank White, Jr.) Programs (Ken Glasser) Facilities (Bruce Netten) Company Coordinators (Randy Springer)Vice-President (Michele Lawrence) Education & Research (Ed Austin) Website (Frank Clapp & Michele Blake) Director at Large (Kevin Burnell)Secretary (Carolyne Atlas) Marketing (Denise Cappello) Communication (Adrienne Galbraith) Director at Large (Joanne Castiglione)Treasurer (Elaina Viel & Bruce Netten) Membership (Linda Teebagy) Academic Liaison (Cheryl Kennedy) Past President (Ken Duratti)------------------------------------------------------------------------------------------------------------------------------------------------------------

PRESIDENT & COMMITTEE: Start to plan BOD succession PRESIDENT: Report on any Officer Training. Report with attendance at Region Meetings where training occurs (1-E-5) VICE-PRESIDENT: Report number attending District Meetings & Int’l Conference (2-E-1) VICE-PRESIDENT: Review CBAR Status SECRETARY: Report number of BOD Meetings & indicate if Transition Meeting (1-E-3) TREASURER: 1099’s To Instructors deadline January 31st

PROGRAMS: Report PDM Surveys Monthly (1-A-2; 2-C-1; 2-C-2) PROGRAMS: Report number of PDM’s planned, scheduled & posted on website (1-C-1; 2-C-5) PROGRAMS: Total number of on-campus PDM’s (2-I-5) PROGRAMS: Number of joint PDM’s to date (2-C-4) E&R: Number of APICS BOK (CPIM, CSCP) offerings (1-D-1) MEMBERSHIP: Contact with Members (suspension letters, welcome letters, congratulation letters (2-G-2) MEMBERSHIP: Distribute Membership Survey (1-A-1) FACILITIES: Did attendance at PDM meet or exceed the Chapter goal (2-C-3) WEBSITE: Job Bank on Website (2-G-3) COMMUNICATIONS: Maintain Chapter Website with current logo, contact information, etc. (1-B-1) COMMUNICATIONS: Communicate with members via hard &/or electronic copy at least 8 times (1-B-2); 2-B-1; 2-B-2; 2-B-5) COMMUNICATIONS: Number of times Member accomplishments recognized (2-B-4) COMMUNICATIONS: Encourage APICS certification on website (2-D-6) COMMUNICATIONS: LinkedIn & Facebook (2-I-15) ACADEMICS, PROGRAMS & COMMUNICATIONS: Prepare for Student Night ACADEMIC LIASON: Encourage student involvement (2-I-9)

BOD Calendar: CBAR/CPA Requirements

Public Calendar: APICS Terms

Public Calendar: Quiz

APICS Quiz/Terms Answer Key

CBAR Point Opportunities – Budget Worksheet

Be A Proactive Project Manager.

Review upcoming requirements BOD Meeting.

NOSH Chapter is researching auto-emails (or text messages) alerting Directors of impending deadlines.

Keep up with the tracking.

Don’t wait until June-July!

Parting Words……

NOSH Board of Directors Contact Information

Facilities (Bruce Netten)facilities@apics-northshore.org

Website (Frank Clapp & Michele Blake)webmanager@apics-northshore.org

Communication (Adrienne Galbraith) communications@apics-northshore.org

Academic Liaison (Cheryl Kennedy)academics@apics-northshore.org

Company Coordinators (Randy Springer)company_coordinator@apics-northshore.org

Director at Large (Kevin Burnell)director_kb@apics-northshore.org

Director at Large (Joanne Castiglione)director_jc@apics-northshore.org

Past President (Ken Duratti)past_president@apics-northshore.org

President (Frank White, Jr.)president@apics-northshore.org

Vice-President (Michele Lawrence)vice_president@apics-northshore.org

Secretary (Carolyne Atlas)secretary@apics-northshore.org

Treasurer (Elaina Viel & Bruce Netten)treasurer@apics-northshore.org

Programs (Ken Glasser)programs@apics-northshore.org

Education & Research (Ed Austin)education@apics-northshore.org

Marketing (Denise Cappello) marketing@apics-northshore.org

Membership (Linda Teebagy)membership@apics-northshore.org

www.apics-northshore.org

GOOD LUCK! from your friends at

North Shore Chapter #20!

www.apics-northshore.org

Prepared by: Michele Lawrence, NOSH Vice-PresidentCPM, CPIM, CSCP, CSAP, PMP, Six Sigma BB

We’re all working together; that’s the secret. Sam Walton