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This document outlines the APICS Providence Chapter's approach to understanding and meeting customer expectations through a formal marketing plan, analysis of company needs, and a structured program for Professional Development Meetings (PDMs) and education. It includes insights on communication frequency, evaluation of speakers, and member engagement. The report highlights partnerships, financial responsibility, and membership statistics, alongside a focus on student involvement and innovations aimed at improving services to members and the community.
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APICS Providence CBAR overview 11/4/2012 Prepared by: Peter Schroff
Customer Expectation / Marketing • - Overview – • Formal marketing plan documented and implemented? • Analysis of company needs? • Company coordinator program (for pdm’s and education) • Communications • Overview – • frequency and medium used to communicate APICS offerings to perspectives and companies • PDM’s • Overview – • Evaluation of speakers • Member, attendee feedback • Publishing and promotion of PDM’s
Education • - Overview – • Chapter instructor profiles (certification level etc..) • Instructor recognition • % of chapter members that hold certifications • # of educational offerings • Partnership/External Support • - Overview – • # of BOD members attending district type events • Contributions to district • Member publishing any industry specific writing • Financial Responsibility • - Overview - • Managed budget? • Performance vs. Actual
Membership • - Overview – • # of members beginning and end of FY • Membership growth or decline rate • General membership statistics…… • Chapter Management • - Overview - • Performance vs. strategic plan for year • Metrics of success (CBAR….duh) • Transition plan adherence • Students, Student Chapters / Educational Organizations • - Overview - • Chapter involvement with a student organization • Jeff / Mark’s involvement with JWU and Bryant…..
Narrative & Innovations • - Overview – • President’s narrative • Chapter performance • Internal external factors • Scope or timeline narrative covers • Ways chapter has improved service to its customers