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Efficient Transition Strategies for Chapter Elections and Planning

Learn best practices for holding chapter elections, pre-planning transitions, setting objectives, budgeting, and improving organizational performance at the Joint Region 7 & 10 Meeting. Develop a slate of candidates and make competitive races with multiple candidates, ensure voting is open to all members, and plan for a smooth transition of duties. The Passport Program enhances communication and drives continuous improvement. Don't miss the July Training for valuable insights and networking opportunities.

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Efficient Transition Strategies for Chapter Elections and Planning

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  1. Chapter Transition Issues Bill Latham & Frank O’Connor Region 10 Staff Joint Region 7 & 10 Meeting

  2. Holding Chapter Elections • Follow your Chapter By-Laws! • Election committee • develop slate of candidates • competitive races • multiple candidates, if possible Joint Region 7 & 10 Meeting

  3. Holding Chapter Elections (Con’t) • Voting open to membership • verify status prior to vote • Certify the results • Announce results • Prepare update BOD roster and submit to Association Joint Region 7 & 10 Meeting

  4. Transition Pre-Planning • Who’s staying on the BOD? • What positions will need filling? • BOD Post-mortem • What positions have not been performing to expectations? • Do you need to make corrections? Joint Region 7 & 10 Meeting

  5. Transition Meeting Transition Meeting: The previous term’s officers and incoming officers meet to review and evaluate the past year’s programs, examine officer and chairperson responsibilities, and plan the coming year’s activities Joint Region 7 & 10 Meeting

  6. Transition Meeting (con’t) The meeting should address: • Objectives for the year • Status of previous year’s goals • New goals for each function (budgets, certification, seminars, monthly programs, education • Transfer of records and manuals from the outgoing to the incoming officers Joint Region 7 & 10 Meeting

  7. Transition Meeting Plan Joint Region 7 & 10 Meeting

  8. Budget • An annual plan of revenue and expenses that reflects the chapter’s plan for the current fiscal year. • Need to measure financial performance to plan • Future planning • Budget is not optional Joint Region 7 & 10 Meeting

  9. Passport to Future Improvement The Passport to Future Improvement Program (Passport Program) was developed as a management tool to enhance communication among chapters, regions, and APICS for continuous improvement of the society as a whole. Joint Region 7 & 10 Meeting

  10. Activities and Measurements The Passport Program • Outlines activities that are designed to meet customer needs • Measures organizational performance based on meeting customer expectations • Encourages replanning and continuous improvement Joint Region 7 & 10 Meeting

  11. Levels of Achievement Joint Region 7 & 10 Meeting

  12. Planning for July Training • July Training is so good that it is being copied by Association • Now APICS University • Are you bringing your “Newbies”? • New Presidents • New BOD members • Especially the Treasurer Joint Region 7 & 10 Meeting

  13. Questions? Joint Region 7 & 10 Meeting

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