APICS Great Lakes District Meeting
May 16 & 17, 2014
This document is a compilation of notes, comments and talking points from the District
Meeting. I am sure it is not complete but is detailed enough to give a good idea of the topics discussed. All presentation and sample documents are posted on the New Great Lakes
District Website and will be available shortly. Refer to the District Meeting Presentations section at the end of this document for directions.
Plant Tour

Plant Tour of Zimmer, Inc. started around 4:00pm EDT o Excellent and very informative Tour
Friday Night Meeting

Friday Night’s Meeting was started at 7:00pm EDT o Welcome
– Tim Wilson, District Manager

Special Guest Introductions
 District Volunteer Staff Introduction o Presentation: Engaging Millennials
– Arun Raman, Young Professional Member of the
APICS Board of Directors
 Topics covered:

Millennial Definition

Millennial Survey results

Millennial Strategy update

Engaging Millennial in Local chapter o Community Events o Innovative PDM’s o Sub-Committee in Local Board

Summary and Take Away o Millennial is a big and diverse generation o 51% of the Millennials mimic Boomers and Gen X ’ers o Millennial Strategy
– 5 guide posts o Engaging Millennials in local chapters o Dinner and Hospitality
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APICS Great Lakes District Meeting
May 16 & 17, 2014
 Great Pizza and Calzones, Fruit, Veggies and Beverages
 Lots of good networking and discussions
Saturday Night Meeting

Saturday Meeting started at 8:00am EDT o Welcome – Tim Wilson, District Manager

Special Guest Introductions
 District Volunteer Staff Introduction
 Attendee Introductions o Presentation: APICS Initiatives and Strategic Direction – Erica Dickson, APICS Board of
Directors Member
 Finance Report

Achieving positive financial results

Bylaws Update

The Board approved the new Bylaws at their April Meeting

Bylaws are available in C-Box
 Supply Chain Council Merger

Everything looks to be on track for approval by SCC members

Strategic Plan Update

Direct Business Development Program

Millennial Strategy

Membership o Student Membership registration to become easier in the fall o Presentation: New District Manager Selection Process – Tim Wilson, District Manager
 Tim has served 2 two year terms and cannot sever for the next 2 years
 Paperwork being submitted to APICS through May 31st

All candidates will be announced after the acceptance of paperwork closes
 Voting will take place most likely in early July
 Notification to APICS required by September 15 th o Presentation: Current Thrusts in Marketing – Jen Daniels, APICS VP Marketing
 Corporate Marketing Update
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APICS Great Lakes District Meeting
May 16 & 17, 2014

2014 Marketing Goals and Strategies

District Website Project
 10 Great Resources for Chapters

Generate leads, accelerate sales cycle, promote education & certification o Proven to get business! Partner & Event Finder o Generate leads! Follow up on CSCP Demo downloads o Give them a taste of APICS! Seminar Series o Make your website work for you! Website tools on C-Box o Follow up made easy! Personalize the brochures

Build the APICS brand, community & member experience o Build the APICS brand! Standards Guides o Put your best foot forward! Business cards o Leverage our app! APICS LearnIt o Making it easy! PDM presentations o Build your farm team! Free Student Membership o Presentation: New District Website Roll Out
– Jeff Taft, Great Lakes District Volunteer
Staff
 Web Site Ideas

Chapter Class List (Education Button) o Links to Chapter Education Sites
 Don’t want to enter data 3 times o Corp, District, Chapter

Recertification Links o CPIM, CSCP, tracking of points to re-certify

Great Lakes Member list for District to recognize as members (for registration)

Potential PDM Topic Listing (As on Current site)

Smaller chapters able to have their own page on the District Site (R.
Myers)

CBAR Info?

Automate (Marco Extraction) to chapter relations membership data
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APICS Great Lakes District Meeting
May 16 & 17, 2014

Chapter KPI on site

Meeting notes taken

Staff meeting notes

Office Handbooks o Presentation: New Orleans Student Outreach – Keith Johnson & Jim Tilton, Great
Lakes District Volunteer Staff

Requesting each chapter contribute $ 1.00 per member/student member
 Taking this to the DM committee to hopefully expand to all districts o Lunch Break o Presentation: CBAR Review and Discussion – Rich Bayley, Original Committee
Member of CBAR Initiative

Notes/Discussion from presentation

CMS Entered Twice

Adjusting CBAR to fit Corporate Metric

Tech applied to how CBAR impact

Star Chapter automates collection for CBAR

Calendar of tasks throughout the year

Training on completion

Sharing innovations (Best Practice)

Integration of Student Chapters

More CBAR question centered on engagement & activity with established student chapters vs just asking about setting up/growing student chapters o Recognize when the market is saturated

Is there an initiative within APICS corp to bring CBAR up to date and make it current and relevant (10 yr old doc) o Consolidate CMS o Student Chapter equivalent o Measuring what’s measurable
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APICS Great Lakes District Meeting
May 16 & 17, 2014

Star Chapter integrated into CBAR

CBAR training for Sept GLD meeting o Presentation: Transition Training Facilitated Discussion
 President – Rosemary Van Treeck, Great Lakes District Volunteer Staff

A lot of good information in the APICS President and President-Elect
Leadership Handbook
 Treasurer – Rosemary Van Treeck, Great Lakes District Volunteer Staff

A lot of good information in the APICS Finance/Treasurer Handbook
 Education – Rosemary Van Treeck, Great Lakes District Volunteer Staff

Programs
– Keith Johnson and Jim Tilton, Great Lakes District Volunteer Staff

Take away from PDM

Chapter Horizon (issues)

Economic Outlook

University chapter present

Transportation

BOD in good standing

Panel discussion

Chapters present at GLD programs o Chapter Sharing

Plant Tours

Give company a plaque

Give each tour guide a gift

Charge a little for plant tours o Skin in the game and Perceived value

Charge a little for PDM o Skin in the game and Perceived value

Board Survey

What are the BOD members looking to get out of their participation
 Board members split up and sit at different tables

Get conversation going and talk about APICS
 PDM
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APICS Great Lakes District Meeting
May 16 & 17, 2014

Student Chapter presents at PDM o Senior Project o SCC team presentation o Internship learning

Mini Case competition

Panel Discussion (women in supply chain)
 Communication

Generic Email Accounts

Skype Voice Mail Acct

Google Voice mail acct
 Staff

Responsible

Commitment level

MIA

Peer Review vs. president review

CBOX o Wrap-up
– Tim Wilson

Next District Meetings o September 19 & 20, 2014 - Fall District Meeting
 KeyLime Cove Indoor Waterpark Resort, 1700 Nations Drive, Gurnee, IL 60031
(877) 360-0403
 Details will be on the NEW Great Lakes District website very soon

District Meeting Presentations o All presentations are available on the New District Website under Meetings/Events –
Previous Meetings – Past Meetings (May 16 – 17 Spring District Meeting).
 Click on Read More
 Scroll to bottom of Page under Documents

Click on the document name to download
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