Sections Officers Leadership Seminar

1. Sections Officers Leadership Seminar November 2, 2006Hyatt Regency O’HareRosemont, IL 10/26/06

2. Section Officers Leadership Seminar • Self-Introductions – 15 Seconds • Name • Company • Section • Position

3. Ken Kallis AGENDA • 8:00 – 8:10am Welcome – Executive Support - Mark Pflederer • 8:10 – 8:40am Role of Leadership - Ron Rath • 8:40 – 9:10am JD Power Survey Results - Andrea Brazzale • 9:10 – 9:30am Break • 9:30am – Noon Expanding your Recruitment Toolkit - Becky Fadik - Diane McGuire - Ken Kallis • Noon – 1:00pm Lunch • 1:00 – 2:00pm Member Communications through Electronic Media - Mark DeBattista • 2:00 – 2:40pm How to plan an entire years worth of Section Programs - Mark Pope • 2:40 – 3:00pm Break • 3:00 – 4:00pm Best Practices - group discussion - Becky Fadik - Brian Taylor • 4:00 – 4:45pm Open Discussion - - Becky Fadik - Brian Taylor • 4:45 – 5:00pm Closing Remarks - Ray Morris

4. Ken Kallis AGENDA • 8:00 – 8:10am Welcome – Executive Support - Mark Pflederer • 8:10 – 8:40am Role of Leadership • 8:40 – 9:10am JD Power Survey Results • 9:10 – 9:30am Break • 9:30am – Noon Expanding your Recruitment Toolkit • Noon – 1:00pm Lunch • 1:00 – 2:00pm Member Communications through Electronic Media • 2:00 – 2:40pm How to plan an entire years worth of Section Programs • 2:40 – 3:00pm Break • 3:00 – 4:00pm Best Practices - group discussion • 4:00 – 4:45pm Open Discussion • 4:45 – 5:00pm Closing Remarks

5. Mark Pflederer Caterpillar Inc SAE Vice President Commercial Vehicle

6. Ken Kallis AGENDA • 8:00 – 8:10am Welcome – Executive Support • 8:10 – 8:40am Role of Leadership - Ron Rath • 8:40 – 9:10am JD Power Survey Results 9:10 – 9:30am Break • 9:30am – Noon Expanding your Recruitment Toolkit • Noon – 1:00pm Lunch • 1:00 – 2:00pm Member Communications through Electronic Media • 2:00 – 2:40pm How to plan an entire years worth of Section Programs • 2:40 – 3:00pm Break • 3:00 – 4:00pm Best Practices - group discussion • 4:00 – 4:45pm Open Discussion • 4:45 – 5:00pm Closing Remarks

7. Ron Rath Marx Consulting Group LLC SAE Board of Directors

8. Role of Leadership SOLS Chicago November 2, 2006 Ron Rath

9. Be Bold and Try Something! • How many meetings per year is too many? • Which age group is most difficult to engage in Section activities? • How much is too much ($) for a meeting? • What is the maximum distance from one end of a section to another that is manageable? • What is the right content for a meeting? • How politically correct do we need to be? The question should be “where’s you passion?”

10. Be Selfish! • Lots of data exists • Today you’ll get lots of new ideas • Why do people join/participate in SAE? • Why did/do I? Only they can answer that question and everyone has a unique answer

11. Engineering Problem Determine how much work is done by pedaling a bicycle five times around a city block while towing a wagon loaded with one hundred pounds of bricks. Adapted from the book Toolies by Stephen Clark, PE

12. Neglect wind friction against rider Neglect wind friction against bike Neglect wind friction against wagon Assume bike tires filled with non-compressible ideal gas Assume bike tires constructed of a perfectly elastic rubber Neglect rolling friction between bike tires and pavement Assume both bike wheels pivot about frictionless bearings Assume wagon handle is attached to bike with ideal frictionless pinned joint Assume wagon handle stem is a perfectly rigid beam of negligible weight and of zero cross-sectional area Assume bike travels at constant velocity, neglecting any friction due to application of brakes Neglect friction between bike chain and drive sprocket Neglect friction between bike chain and rear sprocket Neglect friction between individual chain links Neglect rolling friction between wagon wheels and pavement Assume all bricks in wagon remain static (do not shift position) during the trip Assume an ideal frictionless ball joint between wagon handle stem and wagon body Assume start and finish lines are at the same elevation (relative to the center of the earth—where all of the earth’s mass may be assumed to be concentrated) Assume bike velocity is negligible relative to the speed of light Assume all wagon wheels pivot on ideal frictionless axles Assume weight loss (from perspiration, falling bricks, worn tires, etc.) is negligible Assume a frictionless, perfectly rigid rider support system (i.e. the seat doesn’t squeak) Assume wagon rolls on perfectly circular, infinitely rigid non-compressible frictionless wheels Assume handlebar stem is attached to the bike frame with a perfect frictionless hinged joint Assume weight gain (from accumulated dust particles, bird droppings, hitch hikers, etc.) is negligible Neglect friction due to wheels sliding around corners Assume lunar gravitational forces on bike remain constant during trip But first we need a couple of assumptions Adapted from the book Toolies by Stephen Clark, PE

13. Result of assumptions • The large member population with a common need is now very small • We get little done by solving this problem explicitly Formula: Work = Force X Distance Traveled Answer: Work = 0

14. What happened to Ron? • Didn’t mess anything up • Gold star • Good numbers • “Promoted” Not goin’ down in history either

15. What’s going to happen with you? Ron Rath ronrath@email.sae.org (810) 814-5669

16. Ken Kallis AGENDA • 8:00 – 8:10am Welcome – Executive Support • 8:10 – 8:40am Role of Leadership • 8:40 – 9:10am JD Power Survey Results - Andrea Brazzale • 9:10 – 9:30am Break • 9:30am – Noon Expanding your Recruitment Toolkit • Noon – 1:00pm Lunch • 1:00 – 2:00pm Member Communications through Electronic Media • 2:00 – 2:40pm How to plan an entire years worth of Section Programs • 2:40 – 3:00pm Break • 3:00 – 4:00pm Best Practices - group discussion • 4:00 – 4:45pm Open Discussion • 4:45 – 5:00pm Closing Remarks

17. Andrea Brazzale Caterpillar Inc SAE Sections Board Vice Chair

18. Society of Automotive Engineers 2005 Global Membership and Customer Needs Assessment and Satisfaction Study Together, Listening to the Voice of the Membership and Customer Presented to: Local Sections Board by J.D. Power and Associates April 5,2006 Troy, Michigan

19. Agenda • Background and Objectives • Methodology • Member and Customer Profile • Value, Satisfaction, and Likelihood of Membership Renewal • Sector and Age Group Analysis • Verbatim Comments • Conclusions • Questions and Answers

20. Background and Objectives • QIC sanctioned research program beginning in 2001. • This 2005 survey is a comprehensive study, like the 2003 program, and permits a comprehensive trended assessment of member and customer needs. • Research program’s objectives are to explore actionable items related to current member, past member, and non-member customer satisfaction and retention issues related to the full range of SAE activities of: • Membership • Engineering Conferences, Meetings, and Exhibits • Technical Standards (users and committee members) • Local Sections (new questions for 2005: interest in virtual on-line sections; and interest in serving on local sections leadership team) • Student Design Competitions • Collegiate Chapter Meetings (new) • Mentoring (characteristics) • Publications (new) • Professional Development Seminars (new) • A World in Motion (AWIM) • Third in a series of global membership and customer satisfaction studies. This survey was designed to track member and customer satisfaction, value, and renewal levels while adding new survey areas.

21. Methodology • On-Line Global Internet English language survey conducted November 7-30, 2005 • 3,933 total respondents; 10% response rate • Evaluations from four membership/customer groups, two committee groups, and three industry types: Membership / Customer Groups • Local Sections (n=610) • Members (n=2373 = 60.3%) • Student Members (n=201 = 5.1%) • Lapsed Members (n=381 = 9.7%) • Non-Member Customers (n=978 = 24.9%) Committees • Standards Committee members (n=537) • Engineering Meeting Committee members (n=263) Industries • Automotive (including components) (n=1926) • Aerospace (including components) (n=873) • Off-Highway/Truck/Bus (including components) (n=564) • Other (n=570), includes Motor Sports, which will be broken out (not presented here)

22. 2005 Evaluations by Country • 72 countries are represented in the survey • Sufficient returns in 12 countries permit a macro-level national analysis SV Canada UK D FR IT USA China Japan Mexico India • Legend: • < 30 survey returns • 30+ survey returns • No Returns Australia

23. Evaluations by Local Sections • There are sufficient returns from 25 U.S. local sections for analysis (n=30+). • U.S. sections in rank order of sample size: • Detroit (n=528), Southern California (n=137), Chicago (n=98), Mid-Michigan (n=95), Dayton (n=87), New England (n=86), Northwest (n=76), Cleveland (n=71), Texas (n=68), Indiana (n=67), Milwaukee (n=62), Arizona (n=58), Carolina (n=53), Philadelphia (n=52), Mid-South (n=51), Washington DC (n=48), Atlanta (n=42), Northern California (n=41), Metropolitan (n=40), Colorado (n=39), Pittsburgh (n=36), Fort Wayne (n=34), Oregon (n=33), Mississippi (n=32), Twin Cities (n=31) • In Canada, an adequate number of evaluations were received from: • Southwestern Ontario (n=83), Central Ontario (n=60), Montreal (n=56), and British Columbia (n=33)

24. Top-Line Summary - SAE Sections -

25. Top-Line Summary • Overall value and satisfaction increases from 2003. Overall SAE performance among customers and members improves for value and satisfaction. Overall value and satisfaction among Local Section participants improves at a greater rate. • Retention and future participation is down slightly. Likelihood to continue SAE membership is down slightly from 2003; while future local section participation decreases by a lesser degree.

26. Overall Value by Activity Area 9-10 Diff from 2003 6-10 Diff from 2003 1 5 0 3 4 4 - - - - 0 2 -1 -3 -5 -1 - - - - 67% 52 15 OVERALL VALUE Value for activity area Student Design Competitions 96% Technical Standards Users 82% 80% Engineering Conferences and Exhibits Technical Standards Committee Members 77% Local Sections 71% New in 2005 89%* AWIM 86% Professional Development 81% Publications 77%* Collegiate Meetings Percentages may not sum due to rounding - = Trending not available

27. Overall Satisfaction by Activity Areas 9-10 Diff from 2003 6-10 Diff from 2003 -3 0 -3 -3 -6 0 - - - - 1 3 2 4 0 2 - - - - Overall Satisfaction 73% 54 19 Satisfaction for activity area Student Design Competitions 90%* Technical Standards Users 80% 79% Engineering Conferences and Exhibits Technical Standards Committee Members 74% Local Sections 70% New in 2005 90%* AWIM Professional Development 85% Publications 82% 67%* Collegiate Chapter Meetings Percentages may not sum due to rounding - = Trending not available

28. Likelihood to Renew by Activity Areas 9-10 Diff from 2003 6-10 Diff from 2003 90% -2 1 -2 -2 -7 -4 - - - - -3 6 -2 -1 -9 -2 - - - - Overall Likelihood of Renewal 63 27 Retention for activity area Technical Standards Users 92% Technical Standards Committee Members 88% 83% Engineering Conferences and Exhibits 76% Student Design Competitions 75% Local Sections New in 2005 90% Publications 78% AWIM 77% Professional Development 48% Collegiate Chapter Meetings - = Trending not available Percentages may not sum due to rounding

29. Establishing Priorities for Improvement- Things to Keep in Mind - • All attributes impact satisfaction, value, and retention, and thus cannot be ignored • Not all items are directly actionable and may require further investigation and clarification • Budget and resource constraints limit the focus on what can be addressed immediately, short term, and long term • There are important segment differences (i.e., age, student members, non-student members, industry, decision makers, etc.) • Focus on what can most effectively be addressed in order to receive the greatest return on investment

30. Local Sections Relationship Between Importance and Performance for Total Members and Customers WORSE BETTER Indicates priority for improvement based on relative gap between performance and importance

31. Local Sections -Priorities of Improvement by Industry Groups- * = Small sample size (n<100) = Area of Improvement = Key Area of Improvement

32. Local Sections -Priorities of Improvement by Industry Groups- * = Small sample size (n<100) # = Among those 36 years of age or older = Area of Improvement = Key Area of Improvement

33. Local Sections -Priorities of Improvement by Age Groups- = Area of Improvement = Key Area of Improvement * = Small sample size (n<100)

34. Local Sections -Priorities of Improvement by Age Groups- = Area of Improvement = Key Area of Improvement * = Small sample size (n<100)

35. Local Sections -Priorities of Improvement Among Younger Members- = Area of Improvement = Key Area of Improvement * = Small sample size (n<100)

36. Suggestions to Increase Local Section Participation Suggestions for Increasing Local Section Participation Diff. from 2003 More convenient locations/times Topics related to my industry Earlier/better notification of meetings Lack of time (cannot increase participation) Interesting/relevant topics (all fields) Technically advanced presentations/demonstrations Better organization/participation by local members -3 -1 4 5 -8 -8 2

37. Opportunities for Improvement for Local Sections:Verbatim Comments “What do SAE local sections need to provide to increase your participation?” Earlier Notification of Meetings • Cited as one of the most frequently mentioned ways SAE can help increase section participation, earlier notification of section activities is an area SAE can focus on to help gain increased participation among sections in the near-term. “Earlier meeting notifications online reservation option.” Professional Member, Automotive, Male, Age: 27, Indiana Section “Lately it seems that event notification has been sporadic. I am not sure if events being held has decreased or if there is problems with the notification procedure.” Professional Member, Automotive, Male, Age: 37, Milwaukee Section “Better planning / notification before event to allow time for planning interesting local topics…” Professional Member, Female, Age: 31, British Columbia Section

38. Opportunities for Improvement for Local Sections:Verbatim Comments “What do SAE local sections need to provide to increase your participation?” Technical Information Relevant to Current Position • Aerospace members have particularly expressed a desire for more activities supporting their area of focus. Possibly having individual meetings so that the main focus of automotive information within sections is not disrupted. “There is not much Aerospace activity in our area so there is not much opportunity to build a significant Aerospace component in our section. Traveling Aerospace presentations might attract more of the few Aerospace engineers in our area but may be of marginal value to the majority…” Professional Member, Aerospace, Male, Age: 65, Pittsburgh Section “It would be nice to see more Aerospace venues but there is also a large group of automotive members so I am sure it is difficult to split the time between automotive and aerospace and still make everyone happy…” Professional Member, Aerospace, Male, Age: 26, Cleveland Section “Little more emphasis on the Aerospace aspects, maybe some joint sessions with the AIAA groups.” Professional Member, Aerospace, Male, Age: 54, New England Section

39. Opportunities for Improvement for Local Sections:Verbatim Comments “What do SAE local sections need to provide to increase your participation?” Quality of presentations – methodology and speakers • More technical topics and speakers was cited as a priority for improvement “Interesting topics presented by highly-informed speakers. The information should be of a higher technical nature than found in trade magazines or other publications …The meetings are valuable only if one can obtain an insight or some understanding of the rationale behind certain design or marketing decision based on information from a true insider – not on information that can be found in a press release” Professional Member, Automotive, Male, Age: 49, British Columbia Section “… Brining in outside speakers is appreciated.” Professional Member, Aerospace, Male, Age: 71, Wichita Section

40. Opportunities for Improvement for Local Sections:Verbatim Comments “What do SAE local sections need to provide to increase your participation?” Networking • Networking is opportunity for improvement across all three industries. “I need networking meetings, maybe some group volunteer work. There is a serious lack of leadership and community…post student status” Professional Member, Automotive, Female, Age: 29, Colorado Section “Incorporate more student to professional networking opportunities into section meetings…” Student Member, Male, Age: 23, Mid-Michigan Section “There is a real need for better career building and networking scenarios” Student Member, Automotive, Male, Age: 46, Detroit Section “…Networking opportunities are failing compared to 5-7 years ago – again, there are not enough people, especially at a higher level, participating.” Professional Member, Off-Highway, Male, Age: 32, Milwaukee Section

41. Opportunities for Improvement for Local Sections:Verbatim Comments “What do SAE local sections need to provide to increase your participation?” Networking – Universities • Several specific mentions for improving networking within local sections included utilizing the local universities to increase participation and awareness. “…there doesn’t seem to be much local section activity. I would like to see more networking between the colleges in the area because I am very sure that students, professors, and professional in the area have a lot to share with each other.” Student Member, Automotive, Male, Age: 23, Leigh Valley Section “It would be better if the local section could be more active to increase its influence throughout the campus where I am studying...” Student Member, Male, Age: 23, Mid-Michigan Section “There is a real need for better career building and networking scenarios” Student Member, Automotive, Male, Age: 46, Detroit Section

42. Opportunities for Improvement for Local Sections:Verbatim Comments “What do SAE local sections need to provide to increase your participation?” Traveling – Younger Participants • Specifically cited among younger participants as a deterrent of attending meetings is the inconvenience of traveling to attend meetings. Introducing interactive sessions may help address some of the budget and time constraints surrounding participation. “Many of the meetings are held to far away – the last meeting was a 90 minute drive for me, and the next is 2 hours.” Professional Member, Off-Highway, Male, Age: 29, Twin Cities Section “…[SAE can’t do anything], driving to Flint as a student is just inconvenient.” Student Member (engineering committee), Automotive, Male, Age: 21, Mid-Michigan Section “...Is there any way to participate in meetings via the web” Professional Member, Male, Age: 28, Twin Cities Section

43. Interest in Joining Virtual Sections (Global, among current local section participants; n=590) 58%* 56% Members Customers (Non-Members) * = Small sample size (n<100)

44. Interest in Serving on Leadership Team that Plans Meeting Activities (Global, among current local section participants; n=590) • SAE has the ability to contact those who are interested in serving on leadership team for planning meeting activities. 41% 41%* Members Customers (Non-Members) * = Small sample size (n<100)

45. The top priorities for improvement include: • Having earlier notification of meetings, topics related to member’s industry, and more convenient meeting locations are cited as ways to help increase local section participation. • Top priorities of section participants include: technical information is relevant to current position, networking, quality of presentation, and location of meetings. • Also, there is interest in virtual local sections, with over half (56%) of members saying they are interested, and one fifth saying that are extremely interested (19%).

46. Conclusions

47. Local Sections-Conclusion- • Value and satisfaction with local sections increased over 2003 (9- 10 ratings) • Retention for all activities is down slightly • Identifying differences between sectors • Automotive: Networking and career development focus • Improvements made for value and quality of local section activities • Aerospace and Off-Highway: Meeting topics (increased value and quality) • Age groups have unique needs • Young professionals have strong interest in: • Local activities • Networking and career development • Leading edge technology • Experienced professionals (55+) seek increased value in the content of activities • Interest in a virtual on-line section/community and serving on a local section leadership team is slightly higher for members than non-members (9-10 rating) • Ability to follow-up with those interested in serving on a local section leadership team

48. Questions and Answers

49. Appendix

50. Overall Value with SAE by Local Sections (Q37: US/Canada; among those who belong to a section; 6-10 rating on 1-10 scale) (6-10) (9-10) Diff from 2003 Diff from 2003 79%* 7 -3 1 -1 1 5 -3# 3 6 0 12 6 3 -6 4 8 4 5 4 6 1# 10 4 3 -7 13 -7 -1 78%* 78%* 78%* 76%* 75%* 74%* 74%* 73%* 71%* 71%* 70%* 70% 70% * = Small sample size (n=30-99) Percentages may not sum to 100% due to rounding