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BUILD YOUR CHAPTER’S ANNUAL PLAN AND BUDGET

BUILD YOUR CHAPTER’S ANNUAL PLAN AND BUDGET

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BUILD YOUR CHAPTER’S ANNUAL PLAN AND BUDGET

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  1. BUILD YOUR CHAPTER’S ANNUAL PLAN AND BUDGET Brian Greenberg San Diego Chapter briang@kes.com 858-292-0922 ext 207 NCMA Leadership Summit 2006 Cincinnati, Ohio June 23-24, 2006

  2. Overview • What does NCMA expect from chapters? • What tools are available to help me plan our program? • How do I develop our plan? • How do I implement our plan? • How do I develop the budget?

  3. WHAT DOES NCMA EXPECT OF YOU? • NOT MUCH! • Annual Operating Plan • Roster of Chapter Officers • Year-end Financial Report • “Assist” in Recruiting and Retaining Members • Serve your Chapter Members as you see best.

  4. WHAT DOES NCMA EXPECT OF YOU? JUNE: - Go to the NCMA Leadership Summit - Transition duties to new board members - Send out Chapter Survey to members JULY: - 2 hour planning meeting – Set Goals and Plans - Visit key stakeholders- get their input and buy in - Turn in Financial Reports AUGUST: - Finalize the plan. Get ready for your September kickoff event JANUARY: - Go to the NCMA Leadership Conference (choice of 3) MARCH: - Identify Ballot Candidates for Next FY APRIL: - Hold Elections MAY: - Turn in your Chapter Volunteer Roster JUNE: - Start all over again

  5. CREATING YOUR ANNUAL PLAN • RULE # 1: HAVE FUN • RULE # 2: JUST BECAUSE IT HAS ALWAYS BEEN DONE THAT WAY DOESN’T MEAN YOU HAVE TO KEEP DOING IT THAT WAY BREAK THE MOLD! • RULE #3: KNOW YOUR CUSTOMERS…EVERY CHAPTER IS DIFFERENT • SURVEY THE MEMBERSHIP • TRY DIFFERENT VENUES/PRICES/PROGRAMS • RULE #4: YOU CAN’T PLEASE EVERYONE • RULE #5: MONEY CAN BUY HAPPINESS! • RULE #6 DO WHAT YOU WANT TO DO! THINK OUT OF THE BOX

  6. BUILD THE CHAPTERS ANNUAL PLAN STRATEGIC PLANNING TACTICAL IMPLEMENTATION

  7. CHAPTER VISION • HAVE A VISION • The Chapter is a member benefit that adds value to the Association by providing opportunities to members for networking, information on the profession, and educational forums that lead to career enhancement, in a local setting, tailored to local needs. Taken together, Chapters provide the distribution capability of the Association to accomplish the Association’s goals. Chapters deliver the Association’s message. Source: Association Policy 1-4 NCMA Long Range Plan and Strategic Objectives (December 2004)

  8. CHAPTER CHARTER • PROVIDE EDUCATIONAL OPPORTUNITIES • PROVIDE NETWORKING OPPORTUNITIES • PROVIDE SOCIAL OPPORTUNITIES • PROVIDE BUSINESS OPPORTUNITIES • PROVIDE CAREER MATCHING OPPORTUNITIES • PROVIDE LEADERSHIP OPPORTUNITIES • RECRUIT AND RETAIN MEMBERS (GROW) • MANAGE THE CHAPTER FINANCES • HAVE A SUCCESSION PLAN • COMMUNICATE!!!!

  9. BUILD THE CHAPTERS ANNUAL PLAN • CONGRATULATIONS, YOU GET TO PUT YOUR BUSINESS DEGREE TO FULL USE! • STRATEGIC PLANNING • MARKETING • PRICE/PRODUCT/PLACE/PROMOTION • OPERATIONS MANAGEMENT

  10. STRATEGIC PLANNING PRACTICE PERFORMANCE BASED CHAPTER MANAGEMENT • YOU ARE NOT JUST A CHAPTER… • YOU ARE A BUSINESS WITH EMPLOYEES AND CUSTOMERS! • ASK YOURSELF: • WHAT ARE THE GOALS? • OPERATE THE SAME AS LAST YEAR? • DON’T LOSE MONEY • INCREASE ATTENDANCE BY 25% • GET THE TOP GRAALMAN AWARD • GET EVERYONE TO ATTEND 1 EVENT AT LEAST ONCE • PAY FOR 3 PEOPLE TO ATTEND A LEADERSHIP CONFERENCE • INCREASE THE CASH RESERVES BY 50%. • IDENTIFY 5 NEW VOLUNTEERS • HOW DO WE ACHIEVE THEM?

  11. STRATEGIC PLANNING SET FINANCIAL GOALS • BREAK EVEN • BUILD RESERVES • CREATE WEALTH TO SUPPORT BOARD

  12. BUILD THE ANNUAL PLAN • WHAT TOOLS ARE AVAILABLE TO HELP YOU BUILD THE PLAN?

  13. http://intranet.ncmahq.org

  14. BUILD YOUR CHAPTER’S ANNUAL PLAN Objectives: The chapter’s annual report demonstrates how the chapter: • provided value to members, • connected NCMA and members, and • operated effectively.

  15. BUILD YOUR CHAPTER’S ANNUAL PLAN Objective 1: Describe how the chapter provided value to its members during the reporting period. List programs, products and services provided, including the dates of the activities and the participants.

  16. OBJECTIVE 1: PROGRAMS, PRODUCTS & SERVICES • BREAKFAST-LUNCH- HAPPY HOUR -DINNER- MEETINGS • WORKSHOPS BEFORE MEETINGS • 2 OR 4 HOUR SEMINARS • FULL DAY SEMINARS • NES SEMINARS • AUDIO SEMINARS • SOCIAL EVENTS • CERTIFICATION STUDY GROUPS • CONTRACT ADMINISTRATOR ROUND TABLE MEETINGS (C.A.R.T)

  17. BUILD YOUR CHAPTER’S ANNUAL PLAN Objective 2: Describe how the chapter connected NCMA and members. This includes promoting NCMA in the local community, promoting national programs and initiatives with the chapter and the community, and the contributions or accomplishments of individual members outside of the chapter’s programs.

  18. OBJECTIVE 2: PROFESSIONAL ACTIVITIES / ADVOCACY • Have members sit for the CPCM/CCCM/CFCM exam or recertify. • Have members engage in teaching of contract management-related studies for a college or university or actively engage as advisors in areas of contract management to universities or colleges, or provide any other noteworthy support to encourage universities or people in contract management to continue education. • Have members participate as instructors, etc., in any program relating to contract management, which was not part of your chapter-sponsored activities, not for the university community, and not as part of their regular employment. • Participate in any activities regarding NCMA advocacy and career development in the contracting or acquisition career field. Examples can include holding or participating in a career fair; working with local colleges/universities to develop contract management courses/programs; establishing or maintaining resource centers at colleges and universities; half-day workshop devoted to career development; getting employers to advertise/use the NCMA's career center (NCMAJobs.com). • Have chapter members author, submit, and publish a substantive article in NCMA periodicals or any other noteworthy publication.

  19. OBJECTIVE 2: PROMOTION • EMAIL/WEBSITE/FLYERS/NEWSLETTER/NEWSPAPER • PARTNER WITH GOVERNMENT AGENCIES • SBA,DOD,GSA,DOT…. • PARTNER WITH OTHER ASSOCIATIONS • NDIA, AFCEA, AGA, NPMA • PARTNER WITH UNIVERSITIES • SCHOLARSHIPS

  20. OBJECTIVE 2: PARTICIPATION IN SCHEDULED CHAPTER OR NATIONAL ACTIVITIES • Have Chapter President cast a ballot in the national elections for national officers and the regionally elected National Director. • Attend the Mid Year Leadership Meetings. • Attend the “NCMA Leadership Summit” (the leadership development forum for new chapter presidents and other potential chapter leaders). • Support the NCMA World Congress by purchasing mementos for distribution, hosting receptions or breaks, working a registration desks etc.

  21. OBJECTIVE 2: Additional accomplishments may include: • Have chapter members serve on the National Board of Directors or Board of Advisors, as National or Regional Committee Members; • Participate in the Mentor or Ambassador Programs; • Increase the number of Fellows in the chapter; • Conducted VIP visits to promote membership; • Develop chapter leadership development initiatives; • Develop chapter member recognition/award programs; • Submit written nominations of chapter members for regional or national awards; • Liaise with other groups (represent NCMA on steering committees, booth at community function); • Obtain public recognition (radio/TV spots, press releases).

  22. BUILD YOUR CHAPTER’S ANNUAL PLAN Objective 3: Describe how the chapter operated effectively.

  23. Objective 3: Describe how the chapter operated Effectively. • Planning. • The chapter conducted a team building and kickoff meeting • The chapter published an Annual Plan on August 28, 2004. • Governance. • The chapter conducted monthly board meetings. • The chapter bylaws were updated, as approved by the National Secretary on 2/27/05. • The chapter conducted elections in April 2005 to fill officer and board positions for next program year. The list of chapter volunteers for 2005-06 is attached. • Operations. • The chapter called every new member to welcome them within 30 days of their joining, called every member that was listed as overdue to secure their renewal, and called every dropped member to seek their reinstatement.

  24. Objective 3: Describe how the chapter operated Effectively. • Financial Management. • The chapter treasurer completed monthly financial statements and provided them to the board for each month in the fiscal period. • The chapter annual financial report for FY 2004-05 dated July 31, 2005 is attached. • The chapter annual audit for FY 2004-05 dated August 15, 2005 is attached. No significant findings were reported.

  25. Objective 3: Describe how the chapter operated Effectively. • Leader Development. • The chapter recruited eight new volunteers during the program year. • The chapter president and vice president attended mid-year leadership conferences. • Three chapter members attended the leadership summit. • Chapter member Sam Spade continued to serve as Board Advisor, mentoring the chapter leaders.

  26. Objective 3: Describe how the chapter operated Effectively. • National involvement. • The chapter president voted in the national elections in March 2005. • Chapter members Tom Taylor and Jane Doe participated in national committees. • Ten chapter members attended various Chapter Presidents Forums around the country. • Chapter member Ann Adams and Bryan Blake volunteered at the Aerospace and Defense Contracting Conference in July 2004.

  27. Objective 3: Describe how the chapter operated Effectively. • MOTIVATE/INCENTIVIZE YOUR VOLUNTEERS • REIMBURSE ATTENDANCED AT LEADERSHIP CONFERENCES • FREE ATTENDANCE AT EVENTS THEY PARTICIPATE IN • GIVE THEM RECOGNITION • NOMINATE THEM FOR NATIONAL AWARDS • SHOW APPRECIATION IN YOUR NEWSLETTER • ENCOURAGE THEM TO CONTINUE VOLUNTEERING • FREE MONTHLY BOD LUNCHES

  28. BUILD YOUR CHAPTER’S ANNUAL BUDGET • PRICE • PROFIT VS BREAK EVEN • MEMBER VS NON MEMBER • STUDENT DISCOUNTS • QUANTITY DISCOUNTS • PREPAID PACKAGES • 4 FOR 3 OR 5 FOR 4 PACKAGES • EARLY REGISTRATION DISCOUNTS • CREDIT CARD PRICES • NO CANCELLATION REFUNDS • PROFIT IS NOT A DIRTY WORD!!! YOU CAN ALWAYS LOWER YOUR PRICE…IT IS TOUGHER TO INCREASE THEM.

  29. BUILD YOUR CHAPTER’S ANNUAL BUDGET • PLACE • COST/CONVENIENCE/PROXIMITY/TIME • CORPORATE SPONSORSHIP – ASK THEM TO HOST • EX: AUDIO SEMINARS • C.A.R.T MEETINGS • BOD MEETINGS • LEGAL FIRMS HAVE TRAINING BUDGETS • GOVERNMENT FACILITIES

  30. BUILD YOUR CHAPTER’S ANNUAL BUDGET • SUCCESS STORIES: IN SAN DIEGO WE FOUND THAT EMPLOYERS WILL NOT REIMBURSE A 1.5 HOUR BREAKFAST,LUNCH OR DINNER “MEETING” THAT COST $20. (BY THE WAY WE TYPICALLY LOST $2 PER PERSON) AVE ATTENDANCE = 35 NET REVENUE = -$70 SO… WE CREATED A 2 HOUR BREAKFAST “SEMINAR” AND CHARGED $40 (WHICH COST US $9.00 PER PERSON). “SEMINARS” = “TRAINING” = REIMBURSEMENT!!!! AVE ATTENDANCE = 85 NET REVENUE = $2200

  31. BUILD YOUR CHAPTER’S ANNUAL BUDGET • SUCCESS STORIES: LA SOUTH BAY CHAPTER MARKETS CORPORATIONS TO BUY A BLOCK OF TICKETS AT A DISCOUNTED PRICE (10-15%) AT THE BEGINNING OF THE YEAR. THE COMPANY DECIDES WHICH EMPLOYEES GET THE TICKETS AND FOR WHICH EVENTS. THIS WAY YOU HAVE A LOT OF CASH IN THE BANK AT THE START OF THE YEAR

  32. CASH IS KING!!!! • IN SUMMARY: • YOU NEED MONEY TO OPERATE THE BUSINESS • IF WHAT YOU ARE DOING NOW IS NOT MAKING YOU MONEY, THEN TRY SOMETHING DIFFERENT • FIND OUT WHY YOUR CUSTOMERS ARE NOT BUYING • FIND OUT IF THEY WILL PAY MORE FOR THE SAME PRODUCT • FIND OUT IF THEY WILL PAY MORE FOR SOMETHING DIFFERENT • FIND OUT IF YOU CAN PROVIDE THE PRODUCT CHEAPER • DON’T THINK LIKE A “GOVIE”..THINK BUSINESS, THINK ENTREPRENUER, THINK PROFIT, TAKE OWNERSHIP OF YOUR BUSINESS AND CREATE STAKEHOLDER VALUE • REINVEST YOUR NEW FOUND PROFITS IN YOUR “STAFF”. THEY WILL WORK HARDER TO CREATE BETTER PRODUCTS, MORE PROFIT AND MORE CASH!

  33. BUILD YOUR CHAPTER’S ANNUAL BUDGET LET’S GO BUILD THE BUDGET AND MONTHLY CASH FLOW PLAN !!!!