ASQ Transformation Initiative TECHNOLOGY, STRATEGY AND CULTURE CHANGE

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ASQ Transformation Initiative TECHNOLOGY, STRATEGY AND CULTURE CHANGE November 28, 2017

Journey of Change

Organizational Opportunity Assessment

Current Organizational Membership Members declining: -9% average year to year 279 Organization Members 48 Enterprise, 231 Corporate (May, 2017) Total # of Organization Members Linear (Total # of Organization Members) 800 700 600 500 400 300 200 100 0 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017

Trend Analysis Reliance on repackaging of individual offerings ASQ is a discount house and middleman for training Only a matter of time before ASQ gets cut out of the transaction Organizations dissatisfied with ASQ Organizational membership Organizational membership appeals to the individual by increasing their impact Building soft skills Enabling contemporary ways of interacting Driving culture

Organizational Interviews - What We Heard Must have a Culture of Excellence/Quality Apply quality principles across all parts of the business Pace of change is increasingly FAST, requires agility as a business Businesses have unmet needs Maturity models seen as organizational benefit Where they stand How they improve Where do they go next

Individual Opportunity Assessment

Current Individual Membership Total Number of Individual Members Total # of Individual Members Linear (Total # of Individual Members) 100,000 90,000 80,000 70,000 60,000 50,000 40,000 30,000 20,000 10,000 0 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017

Trend Analysis The meaning, relevance and value of membership and networks is shifting Individuals are more frequently changing jobs, industries and organizations Individuals face greater time constraints and limited corporate support for professional development, and therefore seek higher value from commitments Growth in associations has been greatest in specialized organizations Intense competition across membership, training, certification and QBOK

Research: What We Heard Professionals want to connect but expressed the preference to meet with like-minded people addressing a specific issue (e.g., solve a problem!) Topical and sector specificity both resonated with interviewees Time and financial constraints drive an increased need for virtual connections and micro-learning opportunities People are craving guidance in career development beyond the hard skills of traditional quality management

Organizational Solutions

Establish Strategic Business Units to Drive Growth More aggressively drives our mission To increase the use and impact of quality in response to the diverse needs of the world Ensures a sustainable financial model to enable continued support for members into the future Drives thought leadership in providing solutions to today s business problems and insight into future improvement

Deliver Next Generation of Value Content: Community: Capabilities: Curated, easily accessible body of knowledge driven by divisions, including best practices, cutting-edge topics, industry research Face-to-face meetings and discussion forums plus enhanced virtual and online presence driving global engagement Assessments and benchmarking enable customized learning plans, which provide guidance and tools for individuals and organizations Culture of Excellence

Elevate Focus on Organizational Members Hold onto members and customers by increasing engagement Build new solutions around Culture of Excellence in close collaboration with members, customers, and thought leaders Grow by leveraging enhanced relationships, new solutions, and strategic partnerships

Hold onto members and customers by increasing engagement Prioritize customer focus Invite collaboration in solution development Convene thought leaders to address today s problems and emerging topics Drive conversation and share information Actively listen and learn from members and customers

Build new solutions in close collaboration with members, customers, and thought leaders Develop models to enable organizational assessments, benchmarking, and customized development plans Drive connections in-person and virtually via professionally moderated forums, workshops, meetings, and conferences Partner with divisions to drive content on best practices and emerging issues Expand technical and soft skills training and development solutions across multiple formats

Grow by leveraging enhanced relationships, new solutions, and strategic partnerships Elevate enterprise support and investments through valuedriven partnerships Increase opportunities for thought leadership and engagement Drive ASQ mission and influence through broader reach

Individual Member Solutions

Deliver Next Generation of Value Content: Community: Capabilities: Curated, easily accessible body of knowledge driven by divisions, including best practices, cutting-edge topics, industry research Face-to-face meetings and discussion forums plus enhanced virtual and online presence driving global engagement Assessments and benchmarking enable customized learning plans, which provide guidance and tools for individuals and organizations Culture of Excellence

Accelerate Engagement with Individual Members Hold onto Individual Members/Member Leaders by providing increased value Build community to drive engagement and retention Grow Individual Membership

Hold onto Individual Members/Member Leaders by providing increased value Launch new tools Member unit websites for consistent experience Member leader portal to simplify the life of a volunteer Deliver a personalized experience My ASQ Create value differentiation Online Journal Access Future B2B offerings

Build community to drive engagement and retention Deploy the Small World community platform Launch at WCQI Align marketing messages around community Leverage themes across conferences, events, and programs Engage at the local level Protects the social construct of ASQ Generate content Through Divisions Provide a foundation for global engagement Virtual communities can be established anywhere

Grow Individual Membership Leverage new recruitment and retention campaigns Market smarter through the use of the data warehouse Launch Referral Program End Trial Membership program

Online Community Platform

Member Journey Member Member Leader Registered User Visitor

Features and Functionality Social Engagement Profiles Directory Badges Comments, ratings, reviews, social sharing Personalization Integrated data source Constituent access Targeted content Recommendations Collaboration Group engagement Public, private, hidden Delegate management

Features and Functionality Knowledge Sharing Collective wisdom Idea engine Drive discussion within community Mobilization Events Volunteer opportunities Feedback Automated Engagement Onboarding Notifications and subscriptions Personalization Milestone recognition

Features and Functionality Multi-Channel Participation Mobile design Responsive design Reply by email Foreign languages Community Management Accessible Easy to use Spam prevention

Looking Forward

Next Steps Continue collaborative strategic planning Finalize staff structures to support each business Refine 2018 KSIs and operational initiatives Launch businesses January 1, 2018

Thank You. Questions?