SME Chapter / Tech Groups Experiences. 5W s and HOW!

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1 SME Chapter / Tech Groups Experiences What: 5W s and HOW! Annual Strategy planning When: Where: Why: Who: HOW: Breakfast/lunch/dinner or stand alone event? Late November, Early December Hotel/restaurant/plant/webinar? Varies Year to year To make sure we all know what the goals of SME are, what the members want to get from the chapter and what we as leaders of the chapters need to do in the following year to meet the needs of our members The chapter Executive committee and MIRM Planning committee/executive board/volunteers? Please see the imbedded PDF files that show you the agendas for each of our meetings and the strategies we have come up with. Suggestions for improvement: Big Ah Ha? Community(ies)/Tech Group(s)/Chapter(s) Non SME Partnering Groups These sessions really help lay the ground work for the following year and ensure we are all on the same page, know what has to be done, by whom and when. The members of the chapter and executive board know what to expect and can plan accordingly. These sessions have helped members work more efficiently and effectively at work therefore providing additional value to SME membership Chapter 039 Seattle, WA Helpers? Notes: Prepared by: Return completed form to: Date:??????? Questions? Contact me at:

2 Seattle Chapter 039 CY2008 Strategy Planning Meetings Agenda Rev. New Dates: Saturday November 3 rd and December 8 th, 2007 Location: Session # 1 Boeing Bldg 1 st Floor Portland Room, Session # 2 (TBD) Time: 9 AM to 2:30 PM Saturday November 3, 2007 (9:00 AM ~ 2:30PM) Key Objectives: Training and Strategy Development 9:00 a.m. Continental Breakfast & Welcome (Bruce / Randy) 9:25 a.m. SME Executive Overview (Bruce) Plan 2010 SME Organization Structure SME Headquarters Key Contacts Technical Community Key Contacts MRM-MCon Roster SME Web Resources & Webinar 9:45 a.m. Training Session Board Members Responsibility, Authority, and Accountability RAA (Randy Lander) Tools and Resources available on our server ( Dan Cuenca ) 10:30 a.m. Break 10:45 a.m. Training Session Leadership Tool Kit - SME National Website ( Bruce ) 11:30 a.m. Lunch 12:15 p.m. Strategic Planning and its Process What is the value of SME in our Member s live??? ( Ed Halloran ) Tools and Techniques (Randy / Max ) Chapter s Objectives and Strategy ( Randy / Max ) 1:15 pm Break 1:30 pm Chapter s events and activities Brainstorming Session (Carlos Chavez and Timothy Strickland ) New Product or Services for our membership??? ( John Urbina / Gavin Campbell ) 2:30 a.m. Closing Remarks and Adjournment (Randy / Bruce) SME Chapter 039 Page 1 10/29/2007

3 Seattle Chapter 039 CY2008 Strategy Planning Meetings Saturday December 8, 2008 (8:30AM ~ 2:30PM) Key Objectives: Business Plan Development and Budgeting - Approval and pre-implementation 8:30 a.m. Continental Breakfast & Welcome (Bruce / Randy) 9:00 a.m. Chapter Improvement Survey Result Analysis (John U. / Randy) 9:45 a.m. s Yearly Draft Plan Development Develop draft business plan, objectives and requested budgets for each board members (ALL) 11:45 a.m. Lunch 12:15 p.m. Approval and pre-implementation Review and approval board members proposed business plan ( ALL ) Build integrated CY2008 Business Plan for Chapter 039 ( ALL ) Pre-implementation of plan( update calendar of events, assign plan owners, define communication plan, etc..) ( Andrea Stoner / Matt Fusch ) 2:30 p.m. Closing Remarks and Adjournment (Randy Lander) SME Chapter 039 Page 2 10/29/2007

4 Board Annual Planning Strategy Randy Lander Chair Copyright 2007 Society of Manufacturing Engineers

5 What do we plan to do in the future?

6 VISION To be the most influential, respected manufacturing society. MISSION To serve its members, manufacturing industry, and manufacturing education, SME Chapter 039 shall be a valuable source of communication, networking, and dissemination of manufacturing technology for the Pacific Northwest manufacturing community.

7 SME Plan 2010: Five Goals Goal 1: Technology & Information SME will be the manufacturing technology information resource for people and companies throughout the manufacturing supply chain Goal 2: Commitment to Education SME and its Education Foundation will be known as advocates and a leading resource for manufacturing education Goal 3: Member Engagement SME will actively engage people and companies in their communities of interest. Goal 4: Loyalty & Visibility SME will be an integrated organization whose values, programs and brands are respected and well known. Goal 5: Lean & Effective SME will be a people-focused organization that strives to be lean and effective.

8 EXECUTIVE BOARD PLANNING TARGET SME National Chapter s Target Membership Industry The Three C s

9 BOARD ANNUAL PRE-PLANNING Calendar Year Survey Membership Chapter Improvement Training / Strategy Input Approval and Pre-implementation J F M A M J J A S O N D Budgeting / Draft Plan Board Election Earlier planning efforts will enable a successful plan execution for new board

10 Annual Planning Training / Strategy input Budgeting / Draft Plan Approval / Pre -Implementation Impact Measurement

11 Training and Strategy Input Forum: Offsite TBD ( 3 rd or 4 th week of October) Key Objectives Training Discuss what is Strategic Planning and its process - Tools and Techniques Provide training to all board members -Responsibility, Authority, and Accountability (RAA) -Leadership Tool Kit Strategy Input What is the Value of SME in our lives? Idea Generations - brainstorming session on next year s events and activities

12 Budgeting and Draft Plan Forum: Offsite TBD ( 2 nd week of November ) Key Objectives Business Plan and Budgets Complete example of business plans and budgets Funding Requests for all board positions Draft Plan Discuss and analyze results from Mid-Year Chapter improvement survey New Product or Service development strategy overview exercise development of draft plan Fundraising ideas

13 Approve and Pre-implementation Forum: Executive Board Meeting Virtual ( 1 st week of December ) Key Objectives - Chapter Board members will present their following year s objectives and plan for final approval - Pre-implementation for each board member plan ( update calendar of events, plan owners, communication plan, etc )

14 CALENDAR OF EVENTS OUTLINE LEGEND Technical Presentation Plant Tour E-Board Event WESTEC Manufacturing Appreciation Week Chapter Officers Installation J F WESTEC M A M PT # 1 PT # 2 TP # 1 MAW TP # 2 J J Enjoy your Summer A S TP # 3 Student Annual Event O N PT # 3 PT # 4 Chapter Officers Appreciation Dinner D

15 CY2008 Board Annual Planning Strategy Session # 2 What do we plan to do in the future? Copyright 2007 Society of Manufacturing Engineers

16 Agenda Items Continental Breakfast & Welcome Brainstorming Session Report Out Chapter Improvement Survey Results Break Officer Business Plan Development Lunch Officers Business Plan Report Out and Approval Break Pre-implementation and Action Items Presenter R. Lander Tim/Mark/ Carlos J. Urbina Time 8:30 am 8:40 am 9:00am 9:20 am 9:30 am 11:30 pm 12:00 pm 1:40 pm 1:50 pm Closing Remarks and Adjournment R. Lander 2:30 pm Copyright 2007 Society of Manufacturing Engineers

17 VISION To be the most influential, respected manufacturing society. MISSION To serve its members, manufacturing industry, and manufacturing education, SME Chapter 039 shall be a valuable source of communication, networking, and dissemination of manufacturing technology for the Pacific Northwest manufacturing community.

18 SME Plan 2010: Five Goals Goal 1: Technology & Information SME will be the manufacturing technology information resource for people and companies throughout the manufacturing supply chain Goal 2: Commitment to Education SME and its Education Foundation will be known as advocates and a leading resource for manufacturing education Goal 3: Member Engagement SME will actively engage people and companies in their communities of interest. Goal 4: Loyalty & Visibility SME will be an integrated organization whose values, programs and brands are respected and well known. Goal 5: Lean & Effective SME will be a people-focused organization that strives to be lean and effective.

19 SME Plan 2010 Goals and Strategies Goal 1: Technology & Information SME will be the manufacturing technology information resource for people and companies throughout the manufacturing supply chain Strategies Maintain a dynamic process for evaluation of the scope of SME s activities, existing industry trends and to continually introduce new technology subjects, disciplines and information into SME. Develop benefits and programs in alignment with SME s chapter-led local and technical community infrastructure, involving members in their development and implementation. Maintain a comprehensive online presence that links members to the best manufacturing information, regardless of source Create partnerships and alliances with other domestic and international organizations to broaden and strengthen SME s position as a resource for the latest information and knowledge on manufacturing. Strengthen SME s partnership with the research community to create consistency and alignment in the delivery of future technology information. Build a new Manufacturing Summit that becomes the SME Annual Meeting--the international platform where SME, its membership and the manufacturing community exchange information about technology advances and trends.

20 SME Plan 2010 Goals and Strategies Goal 2: Commitment to Education SME and its Education Foundation will be known as advocates and a leading resource for manufacturing education Strategies Grow SME s Education Foundation to further stimulate the manufacturing engineering pipeline and attract new generations to manufacturing careers and to join SME. Collaborate with members, chapters, academia and other SME communities, trade associations and government to promote manufacturing education and related issues. Strengthen relationships with companies to understand, update and address competency gaps, manufacturing trends, and supply chain issues. Facilitate company-university relationships as a means to positively affect the advancement of manufacturing degree programs and to close identified competency gaps. Create recognized and respected continuing education and certification programs, which are reflective of SME s member and community interests, and that respond to the needs of companies.

21 SME Plan 2010 Goals and Strategies Goal 3: Member Engagement SME will actively engage people and companies in their communities of interest. Strategies Use market research, a defined business and product development process and decision rules, the local and technical communities to ensure SME s engagement opportunities are reflective of the needs of members, companies and the manufacturing industry. Foster ongoing collaboration among members and our chapter-led local and technical communities in the concept, delivery and enhancement of SME s products, services and events. Utilize SME expositions, conferences and forums as a means to attract and engage members, customers and their companies. Use advanced communication techniques to engage members and the manufacturing community Develop a technology strategy, including an electronic membership program, to expand SME s reach globally. Consistently engage companies to understand needs and trends, and to build visibility for SME, stimulating membership and participation.

22 SME Plan 2010 Goals and Strategies Goal 4: Loyalty & Visibility SME will be an integrated organization whose values, programs and brands are respected and well known. Strategies Deliver programs, activities and service that foster and increase member, customer and employee loyalty. Maintain communication programs to members, companies, employees and the manufacturing community, which build and sustain SME s mission, goals, and brand. Create a new manufacturing technology flagship publication to extend the brand and reach of SME. Maintain a world-class awards program that recognizes people and companies for manufacturing excellence.

23 SME Plan 2010 Goals and Strategies Goal 5: Lean & Effective SME will be a people-focused organization that strives to be lean and effective. Strategies Engage the best industry leaders and staff, and maintain an inclusive team environment. Continually improve SME s infrastructure and governance processes to reflect best practices. Promote the benefits of, and contributions to, the SME Education Foundation. Operate and organize the Society in a manner that optimizes member value by adjusting the organizational structure, programs, activities, fees and benefits as required to achieve the overall goals.

24 Agenda Items Continental Breakfast & Welcome Brainstorming Session Report Out Chapter Improvement Survey Results Break Officer Business Plan Development Lunch Officers Business Plan Report Out and Approval Break Pre-implementation and Action Items Closing Remarks and Adjournment Presenter R. Lander Tim/Mark/ Carlos J. Urbina R. Lander Time 8:30 am 8:40 am 9:00am 9:20 am 9:30 am 11:30 pm 12:00 pm 1:40 pm 1:50 pm 2:30 pm Copyright 2007 Society of Manufacturing Engineers

25 Session # 1 Brainstorming Summary Networking Event Education Event Chapter Improvements Event Social Professional Students Members Certifications Participation Family Activities PACCAR open house scholarships, internships, apprenticeships Monthly GEMBA Improve % certification for membership provide incentives for member participation small/medium volunteering with Lean/adv mfg Promote Business meetings before Charity events Tours Fun Fund Drives Mariners/seahawk booth fundraiser students and sr. certification to chapter events to estimulate machinist conference members workshops employers involvement "Adult" Science Fair guest lecturers New Technologies certification drive/fair Generate more $ than spent involve them in Get in the lean company visits - provide infor All members meeting conferences and Lean training expos cert business about value of SME Put program together leadership CmfgT, CmfgE get student members to go sr for mfg appreciation conference training members 787 Delivery event E-week Speakers Fundraiser activities competition- 1st Present project mngt templates SME Boot at Leanfest price for WESTEC for chapter leadership Lean expositions career fair create brand strategy keynote speakers school visits SME visuals to work Tours sr. networking creative funding mentorship promote website Suggestion Suggestion welcome package Creative ways to find Carpool system new members Focus on member renewal

26 Agenda Items Continental Breakfast & Welcome Brainstorming Session Report Out Chapter Improvement Survey Results Break Officer Business Plan Development Lunch Officers Business Plan Report Out and Approval Break Pre-implementation and Action Items Presenter R. Lander Tim/Mark/ Carlos J. Urbina Time 8:30 am 8:40 am 9:00am 9:20 am 9:30 am 11:30 pm 12:00 pm 1:40 pm 1:50 pm Closing Remarks and Adjournment R. Lander 2:30 pm Copyright 2007 Society of Manufacturing Engineers

27 SME Chapter 039 Survey Result 2007 John R. Urbina Vice Chair Memberships Copyright 2007 Society of Manufacturing Engineers

28 SURVEY QUESTIONS PRESENTED TO CHAPTER MEMBERS The Three C s

29 SURVEY QUESTIONS PRESENTED TO CHAPTER MEMBERS The Three C s

30 SURVEY QUESTIONS PRESENTED TO CHAPTER MEMBERS The Three C s

31 SURVEY QUESTIONS PRESENTED TO CHAPTER MEMBERS The Three C s

32 SURVEY RESULTS Society of Manufacturing Engineers The Three C s

33 SURVEY RESULTS Society of Manufacturing Engineers The Three C s

34 SURVEY RESULTS - Notifications 4a) Do you get notifications of our monthly meetings and incoming events? (Yes or No) 4b) Are these notifications consistent? (Yes or No) # of Responses Yes Yes or No No 0 Yes No # of Responses Yes Yes or No No 5 Yes No 4c) Do the notifications give you enough time to schedule availability? (Yes, No, N/A) 4d) How many times a month do you visit the SME Website? # of Responses Yes No N/A Yes, No, or N/A Yes No N/A # of Responses or More Frequency of Visits or More

35 SURVEY RESULTS Society of Manufacturing Engineers

36 SURVEY RESULTS Society of Manufacturing Engineers

37 SURVEY RESULTS Chapter Events 7b) How would you rate previous Chapter Events you have attended?rate from 1-5 (Poor quality to consistently high quality) 7a) How often would you travel out of your immediate work and residence area to attend a Chapter Meeting/Event? Input number choices from 1-3: [1]Anytime, [2]Half the time, [3]Depends on subject/content of tour # of Responses Answers # of Respponses c) What time of the day would you prefer that Events be held?input number choices from 1-4: [1]Mornings [2]Afternoons [3]Evenings [4]Anytime Answers # of Responses Answers

38 SURVEY RESULTS - Organization 8a) Do you know your chapter's goals? (Yes or No) 8b) Do you feel there is continuity within the chapter? (Yes or No) # of Responses Yes No # of Responses Yes No N/A 0 Yes Yes or No No 0 Yes No N/A Yes, No, or N/A 8c) Do you know your chapter's financial standing? (Yes or No) 8d) Do you know who your chapter's officers are? (Yes or No) 25 # of Responses Yes No # of Responses Yes No 0 Yes No 0 Yes No Yes or No Yes or No

39 SURVEY RESULTS Training 9a) Do you see value in the SME Certifications Program? (Yes or No) # of Responses Yes No 9c) Are you interested in attending local Six Sigma, Lean Mfg., or Program Management Training provided by chapter members? (Yes or No) Yes No 25 Yes or No 20 9b) Does your company see value in certifications? (Yes or No) # of Responses Yes No Not Sure Yes No Not Sure 25 Ye s, No, or N/A 20 # of Responses Yes No Not Sure 0 Yes No Not Sure Ye s, No, or N/A

40 SURVEY RESULTS Society of Manufacturing Engineers 10. Why did you join SME and are you receiving what you expected? Are you participating in your Chapter activities enough to get the results you expected? What suggestions do you have for your Chapter Officers that would enhance your SME experience? See Attached Document

41 Agenda Items Continental Breakfast & Welcome Brainstorming Session Report Out Chapter Improvement Survey Results Break Officer Business Plan Development Lunch Officers Business Plan Report Out and Approval Break Pre-implementation and Action Items Presenter R. Lander Tim/Mark/ Carlos J. Urbina Time 8:30 am 8:40 am 9:00am 9:20 am 9:30 am 11:30 pm 12:00 pm 1:40 pm 1:50 pm Closing Remarks and Adjournment R. Lander 2:30 pm Copyright 2007 Society of Manufacturing Engineers

42 Agenda Items Continental Breakfast & Welcome Brainstorming Session Report Out Chapter Improvement Survey Results Break Officer Business Plan Development Lunch Officers Business Plan Report Out and Approval Break Pre-implementation and Action Items Presenter R. Lander Tim/Mark/ Carlos J. Urbina Time 8:30 am 8:40 am 9:00am 9:20 am 9:30 am 11:30 pm 12:00 pm 1:40 pm 1:50 pm Closing Remarks and Adjournment R. Lander 2:30 pm Copyright 2007 Society of Manufacturing Engineers

43 2008 Leadership Society of Manufacturing Engineers Leadership 2008 Randy Lander Chair Max Duarte Chair Elect Dan Cuenca Treasurer Gavin Campbell Secretary Tim Bond Student Liason Shirley Ellliot North West and BC Mark Bentcover Certification and Lean John Urbina Membership Tim Strickland Chapter Activities Carlos Chavez Chapter Activities Andrea Beaulier Communications Matt Fusch Communications *Membership Relations Consultant Bruce MacKender and Greg Ripley

44 Officer Business Plan Society of Manufacturing Engineers Proposed Initiatives and Objectives Proposed Activities Targets/Benefits Schedule Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Risks / Concerns Budget

45 CALENDAR OF EVENTS OUTLINE Technical Presentation Plant Tour Social Event E-Board Event WESTEC Manufacturing Appreciation Week Chapter Officers Installation J F WESTEC M A M PT # 1 PT # 2 TP # 1 MAW TP # 2 J Social Event J Enjoy your Summer A S TP # 3 Student Annual Event O N PT # 3 PT # 4 Chapter Officers Appreciation Dinner D

46 Agenda Items Continental Breakfast & Welcome Brainstorming Session Report Out Chapter Improvement Survey Results Break Officer Business Plan Development Lunch Officers Business Plan Report Out and Approval Break Pre-implementation and Action Items Presenter R. Lander Tim/Mark/ Carlos J. Urbina Time 8:30 am 8:40 am 9:00am 9:20 am 9:30 am 11:30 pm 12:00 pm 1:40 pm 1:50 pm Closing Remarks and Adjournment R. Lander 2:30 pm Copyright 2007 Society of Manufacturing Engineers

47 Agenda Items Continental Breakfast & Welcome Brainstorming Session Report Out Chapter Improvement Survey Results Break Officer Business Plan Development Lunch Officers Business Plan Report Out and Approval Break Pre-implementation and Action Items Presenter R. Lander Tim/Mark/ Carlos J. Urbina Time 8:30 am 8:40 am 9:00am 9:20 am 9:30 am 11:30 pm 12:00 pm 1:40 pm 1:50 pm Closing Remarks and Adjournment R. Lander 2:30 pm Copyright 2007 Society of Manufacturing Engineers

48 Agenda Items Continental Breakfast & Welcome Brainstorming Session Report Out Chapter Improvement Survey Results Break Officer Business Plan Development Lunch Officers Business Plan Report Out and Approval Break Pre-implementation and Action Items Presenter R. Lander Tim/Mark/ Carlos J. Urbina Time 8:30 am 8:40 am 9:00am 9:20 am 9:30 am 11:30 pm 12:00 pm 1:40 pm 1:50 pm Closing Remarks and Adjournment R. Lander 2:30 pm Copyright 2007 Society of Manufacturing Engineers

49 Agenda Items Continental Breakfast & Welcome Brainstorming Session Report Out Chapter Improvement Survey Results Break Officer Business Plan Development Lunch Officers Business Plan Report Out and Approval Break Pre-implementation and Action Items Presenter R. Lander Tim/Mark/ Carlos J. Urbina Time 8:30 am 8:40 am 9:00am 9:20 am 9:30 am 11:30 pm 12:00 pm 1:40 pm 1:50 pm Closing Remarks and Adjournment R. Lander 2:30 pm Copyright 2007 Society of Manufacturing Engineers

50 Agenda Items Continental Breakfast & Welcome Brainstorming Session Report Out Chapter Improvement Survey Results Break Officer Business Plan Development Lunch Officers Business Plan Report Out and Approval Break Pre-implementation and Action Items Closing Remarks and Adjournment Presenter R. Lander Tim/Mark/ Carlos J. Urbina R. Lander Time 8:30 am 8:40 am 9:00am 9:20 am 9:30 am 11:30 pm 12:00 pm 1:40 pm 1:50 pm 2:30 pm Copyright 2007 Society of Manufacturing Engineers

51 Chapter 039- Seattle Board Member Visibility Status - STP Situation: Few visuals during board meetings. Lack of central documentation of events, activities, team status. Board meeting minutes tend to focus only on events no future improvement opportunities Target: Document SME status and activities in one central location. Better utilize webex: Make the meeting visual and interactive. Assist note taker with record of events, dates, issues, etc. Proposal: Have each team update a standard Status and opportunities chart one (1) week prior to Board meeting Status chart would capture existing information as well as changes. Charter, after update, must be added to the server under each board monthly meeting folder ( i.e. MyBox/Meeting Agenda and Minutes/2007 April ) Chair will Hyperlink each board member charter to Board Meeting Agenda. Copyright 2007 Society of Manufacturing Engineers

52 Chapter 039- Seattle Board Member Name Current Status Nominating Committee 2007 Final Selection Ed Halloran, Randy Weaver, Nancy Randall New Report Out Charter Process Web Conferencing Instructions Now Posted Upcoming Chapter Website Re-vamp Project Manufacturing Appreciation Week Tour for June 11 th ( 737 Final Assembly ) Opportunities Chapter Image Initiative Name Badges ( aprox $9 per board member ) Business Cards Strategic Locations for Meetings Watch Items Web site Updating Process Nomination process for 2008 board Budget Requested: $ 0.00 Committed: $ 0.00 Metrics On-Plan Watch Item Impact Items Not started Copyright 2007 Society of Manufacturing Engineers

53 Chapter 039- Seattle Stoplight Key A plan is in place for task/activity and task/activity is on time and on plan No issues On-Plan Watch Items Plan is in place for task/activity, however there may be issues on the horizon that could impact the plan and/or schedule. Impact Items No plan in place for task/activity or there are issues that are impacting existing plan and/or schedule which are not being mitigated Plan is at risk. Not Started Task/activity has not yet started Plan may be in place for task/activity but no activity has begun No known impact to plan