ASQ s 2014 Strategic & Business Plans and LVASQ s Support of ASQ s Plans. Chris O Neill LVASQ Treasurer

Transcription

1 ASQ s 2014 Strategic & Business Plans and LVASQ s Support of ASQ s Plans Chris O Neill LVASQ Treasurer

2 Agenda ASQ A Brief Background ASQ s 2014 Strategic & Business Plan Process, Results & Resources ASQ Finances LVASQ s Support of ASQ Plan LVASQ Business Plan Increased Membership Program LVASQ Finances LVASQ Monthly Meeting Survey Results

3 ASQ - A Brief Background

4 ASQ Brief Background ASQ : a Not-for-Profit Organization 501(c)(3) status All Sections are part of organization ASQ established 1946 Lehigh Valley Section established 1952 Current Operation (not including Sections) About $40 million budget About 200 employees About 80,000 members

5 ASQ Brief Background ASQ Information taken from the ASQ website via a direct request for information ASQ was happy to share

6 ASQ Brief Background ASQ Mission To increase the use and impact of quality in response to the diverse needs of the world

7 ASQ Brief Background ASQ Vision By making quality a global priority, an organizational imperative, and a personal ethic, ASQ will become the community of choice for everyone who seeks quality concepts, technology and tools to improve themselves and their world

8 ASQ Brief Background become the community of choice. seeks quality concepts, technology and tools become ASQ members by choice to seek Best Practices One best practice: Transparency with stakeholders Sharing strategies and finances with membership is aligned with best practice of Transparency with stakeholders

9 ASQ Brief Background ASQ Membership Charts Total members Renewal rates Long term trends

10 ASQ Total Membership

11 Membership Renewal Rate

12 Membership Trends

13 ASQ s 2014 Strategic & Business Plans

14 ASQ Strategy Process Results Resources

15 ASQ Strategy Process Comprehensive Approach External Assessment External forces, market, customer, and competitive analysis Internal Assessment Strengths, weaknesses, resources, boundaries, and member feedback

16 ASQ Strategy Results Mission Vision Values Strategies Objectives Key Success Indicators Transformational Imperatives Resources, Measurements & Timelines

17 ASQ Strategy Transformational Imperatives (Themes) Customer Engagement Providing value to our members and enabling their success Aligned Empowered Leadership Throughout Global Voice more singing the song Impact giving the gift of Quality

18 Imperative 1 Customer Engagement Providing Value to our Members and Enabling Their Success Member value must be obvious and compelling. Engagement in a Global ASQ must delight its customers through transparency, leadership and delivery of our product & services. This will strengthen ASQ's credibility and reputation as the global voice of quality. Our offerings need to be irresistible and our technical platform provide for the WOW factor. Member value must be made obvious and compelling

19 Imperative 2 Aligned, Empowered Leadership Throughout Leadership needs to stand tall for creating the future ASQ. All leaders should be fully engaged, understand the unique results they are being asked to create, and their responsibility for collaboration with other leaders, to support ASQ s overall mission. Leadership alignment between member leaders, the various member units, and staff is essential.

20 Imperative 3 Global Voice More Singing the Song A truly global ASQ means growth through innovative services, increased partnerships and inventive member engagement. ASQ calls for everyone to add their voice to enrich ASQ as the Global Voice of Quality. We need to reach out and include diverse populations. A Global ASQ means that leaders of our member communities, member organizations, and staff will find effective ways of collaboration to leverage our strengths, enrich our knowledge and experiences, to grow and thrive, personally and collectively. Global must be integrated into all aspects of our current organization, moving from a project stance into core operations.

21 Imperative 4 Impact Giving the Gift of Quality Broad breakthroughs in having ASQ and its various communities serve others outside of our organization are needed. Taking the quality approach and tools to the world provides evidence of quality s societal value. Be it a worldwide project, or member communities reaching out locally, the call for relevance is answered with giving the gift of quality. Leveraging our Quality Body of Knowledge (QBoK) and our member leader expertise can provide value to the larger community. And when combined with R&D and innovation, our impact increases.

22 ASQ Strategy Where we want to go vs. Internal & External Assessment Compare Vision & Transformational Imperatives Against the Environment & Available Resources To develop Strategies, Objectives & Measurements

23 ASQ Strategy Resources Human Employees Consultants Members Knowledge Certifications Standards Training Financial ASQ Brand Current finances Growth of finances Investments

24 ASQ Strategy Strategies 1. Increase the value of being a member 2. Support the ASQ leadership in their efforts to serve members 3. Make Global ASQ a reality 4. Leverage technology to deliver an ever higher level of value 5. Grow the ability to serve the needs of the members 6. Support the use of Quality to make the world a better place

25 ASQ Strategy 1 Value of Being a Member Enhance Community Engagement Improve Experience Digital & Web Strategy Improve Experience Free Access to QBoK Improve Value/Convenience Grow Value Enhanced Offerings

26 ASQ Strategy 2 Support ASQ Leadership Global Learning Center Collaboration Staff Talent Management Integrated Member Leader Training Member Leader Support Deploy PAR Act on Member Leader Engagement Survey Upgrade SharePoint

27 ASQ Strategy 3 Make Global ASQ a Reality Localization member application, order entry, currency, web experience, member leader access New Offerings BoK expansion, one certification, new courses Engagement access to experts Workforce Enablement cultural awareness, video-conferencing

28 ASQ Strategy 4 Leverage Technology Technology Infrastructure Modernization Network Core (internal and external) Digital Backup & Recovery Systems Security Enhancements Hardware, Software & Laptop/Desktop Upgrades Mobile Device Management Member Value Technology Projects Member Intelligence System Personify Upgrades and Hosting LMS Replacement Global Website & ASQ.org Enhancements

29 ASQ Strategy 5 Serve the Needs of Organizations Establish a Dedicated Workforce to: Create new customer value programs Grow ASQ s global portfolio of organizational relationships Facilitate working relationships between Organizations, Sections, TCC and Staff Deliver Means and Margin growth expectations

30 ASQ Strategy 6 The Gift of Quality Project Imagine Quality Legacy Future of Quality Study World Quality Month Culture of Quality Research

31 ASQ Strategy Objectives Increase Impact Grow Members of Community Grow Mean$ Improve Process and Operations Improve Workforce Engagement

32 Strategy Summary

33 Objective Summary

34 ASQ Strategy Measurements Scorecards

35 ASQ Strategy Measurements Local Section Scorecards Roll out objectives to all parts of the organization PAR Program Performance Awards and Recognition Four areas of measurement

36 PAR Program for Local Sections

37 ASQ Financials

38 2014 ASQ Operating Fund Budget 2014 Budget 2013 Forecast Change $ Change % Operating Fund Revenue 39,820,888 37,914,720 1,906,168 5% Operating Fund Expenses 39,070,888 37,269,720 1,801,168 5% Operating Fund Surplus (Deficit) 750, , ,000 16% Operating Fund Investment Earnings 150, ,403 (311,403) -67% Operating Fund Currency Translation Gain (Loss) (57,600) (52,230) (5,370) -10% Surplus (Deficit) 842,400 1,054,173 (211,773) -20%

39 ASQ Financial Trends

40 ASQ Financial Trends 9

41 ASQ Revenue Source Trending 10

42 ASQ 2014 All Funds Budget (Excluding Sections and Divisions) 2014 Budget 2013 Forecast Change $ Change % Total Revenue 40,093,596 37,956,479 2,137,117 6% Total Expenses 40,871,320 38,188,276 2,683,044 7% Surplus (Deficit) (777,724) (231,797) (545,927) -236% Total Investment Earnings 465,000 1,094,793 (629,793) -58% Currency Translation Gain (Loss) (57,600) (52,230) (5,370) -10% Surplus (Deficit) (370,324) 810,766 (1,181,090) -146%

43 ASQ Reserve Fund Balances 2014 Budget 2013 Forecast Change $ Change % Revenue Other Revenue $ - $ - $ - 0% Total Revenue % Expenses Management/Custodian 85,000 83,295 1,705 2% Total Expenses 85,000 83,295 1,705 2% Operating Surplus (Deficit) (85,000) (83,295) (1,705) 2% Investment Earnings Realized Earnings 300, , ,817 76% Unrealized Gains / (Losses) - 432,349 (432,349) -100% Total Investment Earnings 300, ,532 (302,532) -50% Intrafund Transfers From(To) Operations Fund 1,465,361 From(To) Capital Fund (1,615,900) From(To) Development Fund (1,043,406) Total Intrafund Transfers (1,193,945) Net Assets, beginning of year 13,348,283 Net Assets, end of year 12,369,338 % of Operating Fund Expenses 31.7% Overfunded Amount 2,601,616

44 Capital Expenditures Capital Expense Depreciation Asset Description Workgroup Name Provision Expense 2014 LCD Projectors Event Management $ 10,000 $ 2,000 I-Pads - 3 Event Management 1, IT Infrastructure Upgrades and replacements IT 600,000 42,857 Membership Intelligence System IT 529,000 56,679 Cornerstone - New LMS Implementation Learning Offerings 355,900 26,207 Cornerstone - New LMS- Staff Learning Offerings 11, Laptop-development General Office 1, Global VOIP Phone System, Phones, Call Center System, & Voic General Office 48,000 36,000 Replacement. Plus all network cabling. Global Video Conferencing Equipment General Office 10,000 2,000 Carpet Replacement General Office 35, Carpeting & Wall Paper Repair Projects General Office 3, Tile Replacement and Marble Polishing General Office 3, Batteries for UPS System General Office 8, ,615, ,770 The above Capital Expenditures do not include (a) a $330K carryover to 2014 spend from the 2013 approved budget for Personify upgrade; and, (b) a $25K carryover to 2014 spend from the 2013 approved budget for Talent Management software. 18

45 Development Fund Investments Project List 2014 Budget 2013 Forecast Change $ Change % TCC Projects 85,000 78,169 6,831 9% SAC Projects 95,000 89,932 5,068 6% Brazil - Quali 103,406 31,999 71, % Project Imagine 50,000-50,000 - Serving the Needs of Organizations 500, ,000 - Global Market Research 50,000-50,000 - CEO Acquisition Expenses (Extraordinary) 70,000-70,000 - Member Leader Training 50,000-50,000 - Performance, Awards and Recognition (PAR) 20,000-20,000 - HR Global Training 20,000-20,000 - State of Quality Research - 95,959 (95,959) - ASQ TV - 75,404 (75,404) - Leadership Support - Talent Profile - 20,000 (20,000) - Other - 1,269 (1,269) - Total Expenses 1,043, , , % Operating Surplus (Deficit) (1,043,406) (392,732) (650,674) 166%

46 ASQ Reserve Fund Trending

47 LVASQ Support of ASQ Objectives

48 LVASQ Strategy Support LVASQ s Support of ASQ Plan LVASQ Business Plan Increased Membership Program LVASQ Finances

49 LVASQ Strategy Support LVASQ s Support of ASQ Objectives ASQ suggested a specific format for Sections to develop their local Business Plans The LVASQ Business Plan

50 LVASQ Business Plan

51 LVASQ Business Plan Objective Activity Title Activity Description Measure Goal Increase Impact Increase Section participation in Meetings, Events and Website use Welcome message Advance promotion Frequent promotion Increased meeting attendance Increased event attendance Increased website visitors 5% 5% 20% Grow Members Of Community Grow Section membership and retention rate Contact late renewals and colleagues of late renewals Add a colleague campaign Count & percent of late renewal contacts $20 incentive program 75%/QTR 8 new members Grow Means Increase revenues and surplus funds Conduct 4 courses per year Increase course price $10 Increase Spring conference attendance Complete planned courses Increase course price schedule Paid participation 4 $10 >18 Process Performance Improve processes: member and division communications, elections, speaker selections Develop communication plan to members and division Improve election process Improve speaker selection process Written plan developed Written process developed Written process developed Improve Workforce Engagement Improve section member engagement Get new members into leadership roles Number of new members on Board 2

52 LVASQ Strategy Support LVASQ s Support of ASQ Plan Increased Membership Program ASQ Ambassador Campaign Get a colleague to join ASQ or re-join ASQ Be an ASQ Ambassador. Suggest / persuade / encourage / shame a colleague at your workplace to join ASQ. Notify LVASQ of colleague you have encouraged to lehighvalleyasq@gmail.com. If colleague has never been a member and registers, Or if colleague has been a member but not renewed for 24 months or more and renews, then Ambassador collects $20 per new member registration. Registrations are verified against ASQ member records

53 LVASQ Strategy Support LVASQ s Support of ASQ Plan Members Other areas where you can help support the strategy Volunteer for a specific task or activity or committee Committees: Membership, Education, Conference, Website, Elections, Tasks: Venue logistics, Surveys, Survey analysis, Member communications, Brochures, Marketing, Procedures

54 LVASQ Financials or Why are the beer and pizza free?

55 LVASQ Financials LVASQ Financial Overview Not-for-Profit organization (part of ASQ) About $20,000 operating budget Normally run a surplus and save it for a rainy day Revenues come from: ASQ member dues : $18/member Local courses Local conferences / workshops

56 LVASQ Financials 2013 Administrative Income & Expenses Administrative Dues 7,797 Total Expenses 12,658 Gain / Loss (4,861)

57 LVASQ Financials 2013 Conference Income & Expenses Conferences: 2 Paid Head count 22 Net Revenue $5,064 Total Expenses $6,838 Gain / Loss ($1,774)

58 LVASQ Financials 2013 Courses Income & Expenses Courses: 2 Paid Head count 23 Net Revenue $7,196 Total Expenses $4,013 Gain / Loss $3,183

59 LVASQ Financials 2013 Operating P&L Category Revenue Costs Gain (Loss) Administrative 7,797 12,658 ($4,861) Conferences 5,064 6,838 ($1,774) Courses 7,196 4,013 $3,183 Totals 20,057 23,509 ($3,452)

60 LVASQ Financials P&L Trends Year Income Expenses Net ,375 20,730 (1,355) ,852 33,729 (8,877) ,946 32,807 3, ,306 36,663 8, ,123 22,943 2, ,834 23,509 (2,675) This is why the beer and pizza are free!!

61 LVASQ 2014 Budget Total Annual Budget REVENUE MEMBER DUES 7, RETAIL SALES - ADVERTISING - REGISTRATIONS - DINNER MEETINGS EXHIBITS - RECERTIFICATION WORKSHOPS/TUTORIALS 11, CONTRIBUTNS/SPONSORSHPS - INTEREST - RESERVE FUND DISTRUBUTED - RESERVE FUND MV CHANGE 1, ROYALTIES - MISCELLANEOUS TOTAL REVENUE 20, EXPENSES TEMPORARY HELP - PRINTING 1, COST OF SALES 1, PROMOTIONAL GIVE AWAYS COMMITTEE EXPENSE - POSTAGE CONTRACT & PROFESSIONAL 5, EQUIPMENT EXHIBIT BOOTH RENTAL - MEETINGS & MEALS 9, TRAVEL:lodging,meals,trnsprt 1, SUPPLIES TELEPHONE JOINT VENTURES/PARTNER PAYMENT - OTHER EXPENSE - TOTAL EXPENSES 20, SURPLUS (DEFICIT) CURRENT YEAR

62 LVASQ Financials LVASQ Member Value Objective Deliver member value and measure it quarterly Categorize expenditures into value added and non-value added groups Keep Value Added expenditures above 70% of revenues

63 LVASQ 2013 Member Value Status

64 LVASQ Monthly Meetings Survey Results

65 LVASQ Survey Results LVASQ s Surveys to Serve the Members Member feedback on Section meetings (last 4 meetings) 10 Questions regarding: The topic The speaker The venue Suggestions for change Six common questions: Topic useful? Meet your expectations? Recommend speaker? Presented material clearly? Rate the venue Rate the event overall

66 LVASQ Survey Results Useful Expectations AVE. Jan 14 - History Nov 13 - Pre-Contro Oct 13 - Constraints Sep 13 - Joint 17.1% 0.0% 16.7% 30.0% 21.7% 41.8% 46.2% 41.7% 40.0% 39.1% 29.8% 46.2% 16.7% 30.0% 26.1% 10.4% 7.7% 25.0% 0.0% 8.7% 1.1% 0.0% 0.0% 0.0% 4.3% 11.4% 0.0% 8.3% 20.0% 17.4% 34.4% 15.4% 41.7% 50.0% 30.4% 38.2% 53.8% 16.7% 30.0% 52.2% 16.0% 30.8% 33.3% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0%

67 LVASQ Survey Results Speaker Clearly Jan 14 - History Nov 13 - Pre-Contro Oct 13 - Constraints Sep 13 - Joint AVE. 17.8% 25.0% 20.0% 26.1% 36.4% 33.3% 60.0% 52.2% 16.3% 33.3% 10.0% 21.7% 2.5% 0.0% 10.0% 0.0% 2.1% 8.3% 0.0% 0.0% 13.9% 8.3% 30.0% 17.4% 44.5% 58.3% 50.0% 69.6% 14.5% 25.0% 20.0% 13.0% 0.0% 0.0% 0.0% 0.0% 2.1% 8.3% 0.0% 0.0%

68 LVASQ Survey Results Venue Event AVE. Jan 14 - History Nov 13 - Pre-Contro Oct 13 - Constraints Sep 13 - Joint 11.4% 7.7% 25.0% 0.0% 13.0% 68.2% 76.9% 75.0% 60.0% 60.9% 17.4% 7.7% 0.0% 40.0% 21.7% 3.0% 7.7% 0.0% 0.0% 4.3% 0.0% 0.0% 0.0% 0.0% 0.0% 16.9% 7.7% 16.7% 30.0% 13.0% 50.7% 23.1% 50.0% 60.0% 69.6% 16.8% 23.1% 16.7% 10.0% 17.4% 5.9% 15.4% 8.3% 0.0% 0.0% 9.8% 30.8% 8.3% 0.0% 0.0%

69 LVASQ Survey Results Are there any other topics that you d suggest be addressed at the monthly meeting? Topic Tally 1 Statistical Analysis 2 Medical device deisgn & FDA issues 3 Process for developing and qualifying medical device 4 Managing conflict in the workplace 5 Managing personalities in workplace 6 Basic and practical quality information 7 Medical device qualification, validation, risk analysis 8 Similar concept of SPC to Pre-Control - implementing sofisticated tools in less technically rigorous manner 9 Customer satisfaction surveys 10 Review of changes to ISO9001 coming up 11 Review of Management System standards 9001 to and benefits to marketplace 12 Quality auditing 13 Record control, document control 14 Panel discussions on selected topics

70 LVASQ Survey Results Are there any changes you d like to see at LVASQ monthly events? or do you have suggestions for any changes to the Lehigh Valley ASQ Section in general? Healthcare topics 1 3.8% Copy of presentation 1 3.8% More tours % Engage with new members 1 3.8% Panel discussions 2 7.7% Early Bird Meeting 2 7.7% Start earlier 2 7.7% Advise sched. In advance 1 3.8% Positive comments % No comments % 26

71 LVASQ Survey Results Home address zip codes of attendees to January Meeting

72 Agenda Review ASQ A Brief Background ASQ s 2014 Strategic & Business Plan Process, Results & Resources ASQ Finances LVASQ s Support of ASQ Plan LVASQ Business Plan Increased Membership Program LVASQ Finances LVASQ Monthly Meeting Survey Results

73 ASQ Strategy & LVASQ Support Thank you for coming! Questions?