Chapter Start-Up Presentation

1. Chapter Start-Up Presentation Created by June Drewry, Past SIMI President, Past Chapter President, Director of SIM RLF Updated by SIM Staff – June 2012

2. 2 Outline • SIM International • Vision and Value Proposition • Role of the Executive Board • Chapters • Members • Key Chapter Start-up Activities • Generating Interest • Developing members • Developing the core team • Vision, Mission, Objectives • Decision making • Making it official

3. 3 Our Vision To be recognized as the community that is most preferred by IT leaders for delivering vital knowledge that creates business value and enables personal development.

4. 4 Value Proposition Professional Advocacy: Improve the public image of our industry by advocating for the CIO Professional. Knowledge Sharing: To provide the preferred environment for facilitating a culture of giving and receiving rich intellectual capital. Personal Development: To provide vehicles where IT Leaders can build networks and utilize our products and services to learn more about themselves, develop new skills/capabilities, test/practice these new skills in a safe environment, and promote their career to achieve higher satisfaction

5. 5 Our Beliefs SIM members strongly believe in and champion: • The alignment of IT and business as a valued partnership; • The creation and sharing of best practices; • The effective, efficient and innovative business use of information technology to continuously bring to market valuable products and services; • IT management and leadership skills development that enables our members growth at each stage of their career; • The replenishment and education of future IT leaders including a strong role in influencing university curriculums and continuing education; • Working with the IT industry to shape its direction; • Policies and legislation that stimulate innovation, economic development, healthy competition and IT job creation; and • Serving our communities and the industry through giving and outreach

6. 6 Chair Jim Knight Vice ChairEric Gorham Chair EmeritusPat Coffey Secretary and TreasurerCaren Shiozaki Chapter RepresentativesRick PrideKevin SauerKristin ValtersLance Harris 2012 SIM Executive Board

7. 7 The SIM Network of Local Chapters 33 Current SIM Chapters

8. SIM Chapter Local Transition Services SIM Member Local Golf Tourney Local CIO Forums Holiday Gala Local Speakers 8 Chapters – Our Richest Resource • Local separately incorporated groups of IT professionals, sharing knowledge and supporting each other in the pursuit of business & professional excellence • Creating & disseminating valuable intellectual capital to help members • Further their careers • Develop their professional networks • Maximize their value to their organizations • Tailoring programs based on the needs of the members: • General meetings • CIO only roundtables • Community services • Giving back to the communities we serve

9. b International Offerings APC Chapter RLF Large Cap/ Mid/Small Cap CIOs Academic Working Groups Offerings SIMposium 11 SIM Intl Member Offerings • SIMnet.org, SIM News, SIM News Extra • Research, white papers, publications • Funded research • Academic White Paper Competition • Partner White Papers • MISQ Executive • Regional Leadership Forums • Advanced Practices Council • Annual conference (SIMposium) • Entitlements (e.g., discounts on events, publications, etc.) • Member surveys • Online member directory • Working Groups • Enterprise Architecture • SIM Women • IT Procurement • IT Workforce

10. 9 Membership • Membership Types • Practitioners • Academics • Vendors • Retirees • Common mixes • National requirements on minimum qualifications • Usually try and keep ratio of 2/3 practitioners • Packages offered grouping different types and services

11. 10 Chapter Support Programs • Chapter Best Practice Sharing & Repository • Marketing Support • Promotional Materials • Branding Guidelines • Exhibit Booth • Media Relations • Business Cards • Customized Chapter Logos • Web Site Hosting • Web-enabled Membership System • Program/Event Support, including online registration • National and Local Event Calendar • List serves/discussion forums • Insurance Coverage • General Liability • Officer & Director Liability • Umbrella • Trademarks • 990 Support • Group Tax Exemption

12. 12 Membership Packages • INDIVIDUAL MEMBERSHIP • For profit or non-profit • JOINT ACADEMIC MEMBERSHIP • Association for Information Systems (AIS) • DISCOUNTED CORPORATE PACKAGES • Enterprise • 3 or more individual memberships (same chapter) • Enterprise Advantage • 3 or more individual memberships (same chapter) • 1 SIMposium registration • Enterprise Platinum • 3 or more individual memberships (same chapter) • 1 SIMposium registration • 1 Regional Leadership Forum registration • Enterprise Premier (Priced at $25,500) • 1 seat in Advanced Practices Council (APC) • 5 individual Chapter and/or At-Large memberships • 1 SIMposium registration • 1 Regional Leadership Forum (RLF) registration

13. 13 Regional Leadership Forums • An intensive, nine month learning experience for high potential IT leaders • Graduates call it a “career changing experience” • Offered in 6 locations: • New York Metro • Northeast (Boston) • Midwest (Chicago) • South West (Dallas Area) • Northwest ( Bay area/Seattle) • Mid-Atlantic (Baltimore) • Curriculum ranges from personal benchmarking, to negotiating skills, to issues of change management & diversity • Sessions are devoted to interactive work on leadership, team building, creativity, listening & business ethics • Over 1,000 graduates (~220 participants in 2010) • Several custom in-house forums delivered over the years • Certified Facilitators

14. 14 Advanced Practices Council • SIM’s Think Tank • Recent Research Topics: • Green IT / IS • Harnessing Unstructured Data • Enterprise Mash-Ups • IT Metrics • IT Governance and Controls • Primary offering for Large Cap CIOs • APC Video available at SIMnet.org • 31 member companies in 2010 • Enterprise Premier Membership • Includes 5 individual SIM memberships, 1 RLF Registration, 1 SIMposium registration

15. Working Groups 15 • Enterprise Architecture • A SIM Community of more than 54 individual members from over 29 organizations who identify and share processes, methods, tools, concepts, and best practices enabling IT organizations to understand, create, and manage EA in Partnership with the business. • IT Procurement • This group is comprised of 30 Member Companies who come together to share concerns, form strategies, and discuss opportunities as they relate to IT Procurement activities and responsibilities. • SIM Women • This is a network of individuals who promote communication, mentorship and career development among the female members of SIM. • IT Workforce • This team consists of nine U.S. and Australian researchers who seek to understand current and future needs for IT skills and capabilities in private and public sector organizations.

16. SIMposium 16 Inspiring Keynotes Breakout Sessions Networking Events SIMposium brings CIOs, Senior IT Executives and thought leaders together from across the nation to explore ideas and opportunities, inspire and collaborate on the topics, issues and challenges that North America’s top IT leaders are facing. Get the latest views on the key market trends and the significant leadership challenges. Explore the role of IT and shape your strategy in building high growth organizations through Keynotes and interactive breakout sessions hosted by industry and thought leaders.

17. 17 Next Steps • We would like to start a Chapter! • Who is interested in joining and forming the Chapter? • Steps to follow: • Obtain membership • At-Large members can convert to Chapter members • Formation of Chapter Governance • Election of Officers • Bylaws generation • Incorporation papers • Other

18. 18 Key Chapter Start-up Activities • Membership • Identify key interested CIOs and other IT Executives • Determine membership criteria in line with the SIM By-laws and determine local dues • Organizational: • Form a Governance Team • Recruitment plan • Meeting structure and frequency • Board structure and roles and responsibilities including By-laws • Incorporation • Local Bank accounts

19. 19 Making Your Chapter Official • Once incorporated, Chapter Charter is issued from SIM Headquarters • New Chapter is established throughout all back office systems (web site, database, accounting, etc.) • Press Release announcing new Chapter • Invitations sent to Chapter for all standing meetings. • Schedule Local Chapter on-boarding conference call • Overall Support for New Chapter • Vote by Executive Board

20. 20 • Board Structure • Define Roles and Responsibilities • Create supporting committees • International Meetings • Annual or bi-annual face to face planning sessions • Bimonthly conference calls • Resources from International • Opportunity to network with other chapters • Committee calls (Chapter Leaders, Membership) • SIMposium meetings • Chapter Leader Resources area on SIMnet.org • Chock full of resources for leaders in all different roles • Infrastructure support • Membership renewal and tracking • Meeting registration • Member communications International Support for Chapter Leadership

21. 21 Local Chapter Meetings • Structure • Speaker vs. panel vs. roundtable • “What keeps you up at night?” • Non-member policies • Cancellation or no-show policies • Location and time of day • Mix it up in the first year to see what works best • Frequency • Quarterly/Monthly • Summer Months and holidays • Multi-tier membership • Quarterly CIO roundtables and RLF Reconnect • Monthly full chapter