Welcome to Terra Grande District

Meeting objectives

• To have fun!!! (we work hard)• To share experiences• To work on Apics future

Expense report

• O2/ 11 LAST DAY!!!• All reports must be supported by scanned documents of the

expenses included• All documents must be together on the same e-mail• All reports must be sent to Jesus Campos jcamposc@crmmexico.com

who will review, approve and send to Apics

Survey results15 Full answers

What are the 3 most important challenges that your chapter is facing?

• Lack of participation volunteer• A big part of our market unknow

apics brand• Prices are in dollars and currently

the exchange rate is high. • People are not interested to

participate as a member of the board of directors of the chapter.

• Develop more instructors well prepared to cover our programs

• Last minute customer changes. • Customer invoices payment • Difficulties to pay Apics • Achieve golden status • Increase the # of membership • Achieve premium chapter • Course enrollment• Company involvement in all

programs• Board motivation

• Membership• PDM attendance • Recruiting member volunteers for

board positions• Member involvement in chapter

activities• Increasing membership • Rapidly declining oil industry • No student involvement • Inactive board members/people

have less time to volunteer with increased work and family requirements

• Recruiting new instructors for CPIM and CSCP

• Attracting new members to APICS • Recruiting new members to BOD • Membership drop off • Education enrollment

• Board engagement• Membership • New markets • CSCP certification• Decreased CPIM class

attendance. • Cscp/principles rarely make it • Low membership • Need more volunteers • Competition from others who

offer classes • Time to work on chapter

business• Lack of participation and effort

from some board members. • Inter-chapter conflict. • Low educational opportunities

in the local area

Participants, Volunteers

Let us know your main strengths

• Leadhership• Excelent instructors • Support by apics society • Low operation cost • Chapter is very well positioned at

the market. • We have our own sales force• Our instructors have great

experience • Long customer relationships• Certified and experienced

instructors • Flexibility • # of open workshops CPIM &

CSCP • # of annual partipants in

workshops • Well focus on sales• APICS products and services

• Qualified instructors• CPIM education• Consistent meetings and classes • Knowledgeable & committed

board members• Veteran instructors• Great foundation• Decent attendance at PDM• Great instructor• Instructors we have for CPIM

and CSCP are knowledgeable• VP education formerly worked

at a university and now works for manufacturing alliance - she will be able to create connections to help sell classes

• Growing presence at two universities to attract new members

• Local education, • Local market knowledge, • Place for supply folks to meet

/connect• Experience of instructors• Industry recognition of the

region as its training provider• Strong key board members

commitment• Strong PDM's • Presence in both sides of the

border• Recognized instructors• Long time members • Leaders who care and go the

extra mile• Financial strength after a long

struggle• Competent instructors

Instructors, Knowledge local market

What are your 3 sales priorities?

• CPIM education

• Increase our market branding in our region and Mexico

• Increase our instructors available

• CSCP programs

• CPIM programs

• Logístics programs

• Courses

• Exams

• Memberships

• Reinforces policies

• Reinforces processes

• Strenght student chapters

• Recognition within our catchment area

• Increased attendance at courses

• Increased attendance at pdms, workshops, seminars, etc.

• Cpim classes

• PDM attendance

• Selling review courses for the CPIM & CSCP certification tests both to the open public and in closed company formats.

• Business leadership

• Advancement opportunities

• Cscp classes

• Cpim classes

• Pdms

• Education (cpim, cscp)

• Cpim certification for national industries

• Cscp certification

• Increase CPIM classes with more than 14 students.

• Start CSCP and principles with at least 9 participants.

• Sell more tailored principles classes to companies

• Visibility to offer services

• More time to do sales

• Increase in sales

• How to fill a class

• How to get the word out

• How to get the market to recognize the value of APICS

Certification Training, Participants

Do you have chapter policies and processes documented?

Yes87%

No13%

Do you have enough instructors to cover all your plans?

Yes60%

No40%

Do you have plans to "renew" your staff? Are you including new members under 30 years old?

Yes; 72%

No; 28%

Tell us your 3 most important marketing actions that you are taking or planning to take to improve your chapter performance • Working with HR in local businesses

• Use of spots in Radio local to improve marketing

• Use of sales representative to increase sales

• Increase our participation in social networks

• Renew our web site

• Maintain our newsletter

• Magazine advertisement

• Active new office

• People conecting customers

• Monthly news letter

• Linkedin personal contact with current and new clients

• Increasing APICS awareness through participation at tradeshows, networking events, etc.

• Social network

• Increasing our ecommunication database of contact addresses

• Printing fliers and distributing them at all events

• Email for PDM

• Email for classes

• Marketing or membership efforts planned

• Improving our use of social media

• Holding Town Hall meetings to obtain more member feedback of their needs, etc.

• Creating a new chapter website with the switch to Star Chapter.

• Not sure on this one.

• We need to take more proactive measures.

• Working with Tech Centers to market classes

• Marketing/presenting to university students

• We are in a tough economic cycle so are working to reconnect with members who have not renewed, etc.

• Use the constant contact mail

• PDM´s

• Clean/update our contacts database and identify key contacts

• More use of Social media to promote classes/events

• Partnership with a Corporate staff officer that promotes our BOK

• Website

• Survey

• Newsletter

• There are currently no

Email, Website, Newsletter

Are you using "social network" tolls? Please let us know which ones and your most important benefits • Phone outreach• Twiter 7• Linkedin, 7

• No impact LinkedIn• 1120 members Facebooks

• Facebook 9• 89% increase likes in 3 months• Facebook, we have increased prospects to take Apics certifications programs

• Star Chapter• Very little activities• We need to improve in our use of these tools. • Mainly Facebook for ease of use, but we do not use them to their full capabilities.

These tools help increase visibility to the public• We were using Linked in until our director of social media resigned due to offensive

and disruptive behavior of two board members.

Are you doing something to increse or create student chapters?

Yes; 73%

No; 27%

Is your chapter interested in host a TGD Meeting?

Yes67%

No33%

Let us know about the subjects that you or your staff could present on our next TGD meeting (Houston Jan 29-30/ 2016)? • N/a• No• No, at the moment• Education• No interested at this time• Our chapter uses the skills learned at other district meetings. We do not have additional, special skills.• Not sure what is needed. • Tbd• I would need to talk to the team and president on this one. Personally i'm not as seasoned as some others.• N/a• I cannot attend - have presented on linkedin, networking/job search, etc.• No, for this meeting• 1. Benchmark marketing strategies • 2. Techniques to approach and sell to key decision makers (from sales professionals point of view).• 3. Terra grande district 2020, what are our priorities, vision, and strategies for the next 5 years• Not identified• None

You, your staff of one of your contacts would be interested in offer a technical webinar to TGD community? and what would be the matter • N/A• no• Yes, the matter could be topics about Forecasting, or Supplier Relationship• Not at all• No at this moment, maybe second semester of 2016• This question is written very badly.• Not sure• Not at this time.• Again I would need to talk to the team and President on this one. We might be available for this.• There may be interest, but the BOD will need to discuss at the next meeting• SMR pass improvement by Roger• Yes, open• Yes. Strategic planning topic.• NOT IDENTIFIED• I do not think so.

Are there any issues that you suggest to talk about on our next TGD meeting (Houston Jan 29-30/ 2016) ? or do you have any suggestion for activities to improve the event? • Have roger Harris present on SMR for instructors. • Investment for marketing by Apics society• I suggest that the presenters will be better prepared for his/her speech • No today• Interested in premium chapters evaluations and complete information• None.• Not sure• With the recent change in the district staff, a review of how this will impact our district activities

would be good to hear. • The one i went to on the cruise was excellent. So something like this.• N/a• Enjoyed how roger ran things, the variety was good to see. • Logistic certification, more details• TGD strategic plan• None at the moment• How to get board members to engage and do something for the local chapter and for the local

community. How to spend more than 5 minutes a month on APICS outside of the board meeting.

Is there any way that TGD staff could help your chapter? • N/A• Marketing and souvenirs at low cost• No, at the moment• No thank you• Feedback quarterly in chapter opportunites + weakness in order to get better• Continue to communicate about APICS products and services. Share best practices at the district

meetings.• Like what?• Providing a list of PDMsubjects and event speakers.• Not that I'm aware of but we know you all are there for us.• N/A• The board needs to continue to improve things. Not easy with all volunteers but it is on us to locally

engage.• Yes, improve communication between chapters• Corporate referrals• Keep us informed about apics changes and initiatives• Yes

Is there any way that other chapter could help your chapter? • N/A• No• No, at the moment• No, thank you• Chapters with good experience in student chapters• No.• Like what?• Not at present time.• Not at this time but we have and will reach out when needed. We got some advise from NW

Arkansas chapter last year on website.• Not at this time• Not at this time• Yes, share the catalog of other courses offered• 1. IDP certified instructors. 2. CBAR guidance. 3. Setting up PDM's• Mentoring for website and newsletters• Yes

Do you have any comments?

• Review grammar on survey prior to sending. I would be glad to assist. • No• Give TTT and LDI courses to develop instructors• No• Good to have this communication• None.• This survey started ok and then lost traction • I was greatly disappointed in the feedback regarding the last district meeting, as

provided me by our chapter's representative and i'm concerned about the impact that will have long term on our district. • No• No• None at the moment• No

Quick numbers

Are chapters good investment???District meetingAir ticket $ 450 Hotel $ 120 Indirect $ 150

$ 720 3 meetings $ 2,160

TTT / LDIAir ticket $ 450 Hotel $ 120 Indirect $ 350

Sub Total $ 920

TOTAL $ 3,080

Mtl PurchasingApics Net Profit 20% $ 15,400 10 of 24 below this #

Apics Net profit 10% $ 30,800 15 of 24 below this #

APICS Corporate Development team

Commitment to Chapter Sales Support• APICS remains committed to providing resources to support chapter

sales with a focus on building holistic corporate relationships and a pipeline of opportunities for chapters• APICS has created a new Corporate Development function led by

Peter Bolstorff that will combine all corporate sales activity including SCOR, Corporate Services, and the DBDM program to simplify partner engagement and better serve customers• APICS is investing in chapter sales support and demonstrating

commitment to this program by making the territory BDMs full-time APICS employees effective January 4 • Josh Meyers will lead the team focusing on NA territory business

development; he knows our products, how to sell them to corporate accounts and how to engage chapters to deliver training

Corporate Development Team Structure• The Corporate Development team is now organized into five groups

that work together to win, delight, and serve customers• Business development groups:

• New Accounts: New account sales, onboarding, and corporate sponsors• Key Accounts: Existing, Global 2000 account growth• Territory Accounts: Field sales and coordination with APICS chapters • Sales Operations: Management of “back office” processes• Corporate Programs: Business development and capability delivery

Why so much change?

• 1st change, because we hired an APICS minded person and not a Sales minded one.• 2nd change, because we asked a Sales Manager to do the Sales job.• 3rd change, because Abe is committed to the program but it is not

getting the expected/required results (only 4 orders have been closed in over 18 months of trying)• Derinda Ehrlich leaving APICS also was cause for reexamining the

approach.

• Peter Bolstorff joining APICS brings new energy and enthusiasm for both our brand and our products, and thus makes perfect sense as the right person to lead this effort

New product offerings

• Based on feedback from our Partners, Chapters, customers and candidates, APICS Professional Development is pleased to announce a new education selector and two new product offerings that will be available in January 2016: • 1. APICS CPIM Self-Study Kit• 2. APICS Online, powered by Accenture.

• Both new products were created for candidates who are unable to attend an instructor-led class, but need quality material to help them study for the CPIM exams.• CPIM Self-Study Kit will be available in e-Download and printed

versions. The kit will include the CPIM Self-Study Guide (formerly the CPIM Self-Study Notes), exam content manual and the exam simulator. • APICS Online, powered by Accenture combines the CPIM online courses

with a How to Use Guide, exam content manual and the exam simulator.

Winnipeg meetingMay 13 & 14 (tentative)

4 districts meeting

• May 12, 13 & 14, Arrive on the 12th, depart on the 15th.• 2 plant tours Friday morning

• StandardAero• New Flyer Industries

• Friday afternoon around 3:00 or 4:00 pm, we will have registration and the meeting starts. Dinner will be around 6:30 pm and then more presentations• Saturday meetings will be all day and end around 5:00 pm. We are

trying to see if we can have dinner and a tour of the new Canadian Human Rights Museum • Fort Garry Hotel built in 1913 is one of Canada's grand railway hotels.

It is located in downtown Winnipeg. Hotel is $149 CDN a night without taxes (106 USD)

References

• http://www.fortgarryhotel.com/• https://humanrights.ca/visit• http://www.standardaero.com/• http://www.newflyer.com/• http://www.theforks.com/

3rd meeting

3rd Meeting

• 2-3 weeks after Conference? (Sept 25-27), Oct 14 or 21• Volunteers?• Chicago?• Sales boot-camp?

• Jan 2017 Austin???

TTT / LDI

# Participants

• TTT?• LDI?• Volunteers to host the event? Ft Worth 2017??

Rosters

Rosters

• A tradition• Updated at Apics webpage• Last date to update 02/05

• Information about meetings send to ….• Information about Apics send to …

Charles K. “Chuck” Nelson Student Paper Contest

2016

Annual Charles K. “Chuck” Nelson Student Paper Contest 2016• The deadline for submissions is April 15, 2016 • We need reviewer• We need PAPERS!!!• Heartland District has been winning ….