IIE Huntsville Chapter #69
Strategic Plan
2004 - 2005 Program Year
April 1 2004 thru March 31 2005
Strategic Objectives
1 Chapter Plan
1.1 Timeline for Annual Chapter Plan
Develop draft strategic plan by August 1 of each year to present to Board
Members. Finalize and submit strategic plan by September 1 of each year to
Region 3 Vice President and National Chapter Operations Administrator.
1.2 Plan Quality
The strategic plan will include both short term and long term plans. The short-term
plans will be specific with a calendar of events, while the long-term plans will be
more general and less specific on details. The strategic plan will incorporate both
the short term and long term plans so that a high quality, easy to follow plan exists
for the chapter.
1.3 Board Meetings
The Board of Directors for the Huntsville chapter will meet a minimum of six
times each year.
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1.4. Financial Management
The Chapter Budget is based on a Fiscal Year of April each year to March of the
following year.
A budget will be developed by the Chapter Treasurer and
presented to the Board members for finalization. The goal for the approved budget
is March of each year.
2 Chapter Programs and Community Service
The Huntsville Chapter is responsible for serving its members and the local
community through chapter programs and initiatives such as local Conferences,
Workshops, Local Charities, and other local events. The chapter should ensure
member satisfaction of theses programs thru evaluation forms, member
involvement, and program attendance.
2.1 Number of Programs and Services
It is the goal of the Huntsville Chapter to have attendance or involvement by
chapter members in a minimum of eight local programs. Programs include a
Quarterly Chapter Meetings, Facility Tours, Joint Student Chapter and Senior
Chapter Meetings, Sponsorship of Local Charities, Sponsorship of Local
Conferences, and Local Chapter Awards.
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2.2 Programs and Service Quality
To ensure high quality for the sponsored programs the Huntsville Chapter will
issue, collect and analyze evaluation forms and comments for each program or
community service it sponsors.
2.3 Program Attendance
Program Attendance will be monitored by maintaining a sign-in sheet at each
Chapter meeting, surveys on which members attended Chapter sponsored events,
and sign-in sheets for facility tours and joint chapter meetings.
2.4. Service Involvement
Service Involvement will be based on the amount of support received from the
chapter members on community services such as sponsoring local Christmas
charities and creation of local a student scholarship fund.
3 Communications with Members, Growth of Chapter, & Retention of Current
Members
Communications
via e-mail, quarterly newsletters
and other types of
communication means will help keep current chapter members informed on
upcoming events and programs, help recruit new members to the local chapter, and
encourage current members to retain membership.
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3.1 Communications with Members
Communications from the Chapter Officers and Board should be informative to the
chapter members. The communications should inform the members of available
services, upcoming events, and initiatives being sponsored by the chapter. The
goal for the Huntsville Chapter is to send a quarterly newsletter to its members,
monthly e-mails concerning board meetings and chapter meetings and webpage
updates, e-mails detailing local conferences, national conferences, joint chapter
meetings, facility tours, and other Chapter sponsored events. A minimum of
twelve communications being sent to every member per year is the chapter goal.
3.1.a Chapter Newsletter
Establish and maintain a quality newsletter that will incorporate the views and
initiatives of the current administration.
3.1.b Other Communications
E-mails and webpage update will be used to disseminate all correspondence such
as
chapter
meeting
announcements,
minutes,
meeting
conference
announcements,
announcements,
election
facility
tour
announcements,
job
announcements, etc.
3.2 Chapter Growth and Member Retention
The growth of the IIE Local chapter is very important to the health of the local
chapter, as equally important to the health of the chapter is the retention of current
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members. Initiatives to improve the retention of the current members and increase
the actual membership will be undertaken this year.
3.2.a Recruitment of Members with more than 2 years experience
One recruitment goal of the chapter is to increase the number of active members in
the local chapter on an annual basis. This will involve the recruitment of nonmembers or former members that have more than 2 years of experience in the
engineering field.
3.2.b Recruitment of First and Second Year Engineers
With new initiatives being taken at the National level on the recruitment of First
and Second year members, the local Chapter will use this benefit to recruit new
members from the recently graduated and student sections of the local area. The
goal of the chapter is to support the local university student chapter and faculty, so
graduating students will be more involved with the senior chapter.
3.2.c Retention of Current Members
A goal for the chapter in the area of current member retention involves sending emails encouraging current members to stay active in the local IIE chapter and keep
their status current. Other activity for retaining members includes sending e-mails
will include simple reminders to those members that are either on the list with fees
due soon, on the list to be dropped, or on the list of those already dropped.
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4 Student Chapter Involvement/UAH ISEEM Department Involvement
Involvement with the local student chapter at the University of Alabama in
Huntsville (UAH) and involvement with high school students in the local area is
very important in maintaining a high interest in the Industrial Engineering
Profession.
By sponsoring student chapter events, visiting high schools, and
having joint senior and student chapter meetings and events, the Huntsville
Chapter can establish and maintain a good network for the Industrial Engineers of
the future.
4.1 Joint Senior and Student Chapter Meetings
It is the goal of the Huntsville Senior Chapter to participate in a minimum of three
Joint Meetings with the Student Chapter at UAH. The senior chapter is currently
planning three joint meetings with the student chapter for the fall and spring
semester. Each meeting will consist of a guest professional speaker and provide
lunch for the student members.
4.2 UAH ISEEM Department Support
The Huntsville Chapter plans to continue support the UAH Industrial and Systems
Engineering and Engineering Management (ISEEM) Department by sponsoring
the Annual Spring Honors and Convocation, Sponsoring ISEEM Student Awards,
providing Judges, if requested, for the UAH ISEEM Senior Design Projects, a
speaker for the ISEEM Homecoming Fall 2004, and joint facility tours during
2004-2005.
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4.3 IIE Student Regional Conferences
The Chapter is providing assistance to local student IIE member(s) to attend the
Student Chapter Regional Conference in Spring 2005. One of the chapter’s longterm objectives is to sponsor an IIE Student Regional Conference in Huntsville,
AL.
4.4 IIE Student Scholarship
The Chapter believes it is very important to support the IIE students that are Junior
and Senior Level students. A future goal for the chapter is to initiate a Scholarship
Fund that will recognize student chapter members on a local level.
4.5 Involvement with local High Schools
The Chapter will plan to visit at least three local high schools to promote Industrial
Engineering to local high school students.
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Goals and Objectives for Upcoming Year
April 1, 2004 – March 31, 2005
1. Submit high quality strategic plan by September 1.
2. Hold a minimum of six executive board meetings per year.
3. Hold eight chapter activities per year - not including board meetings.
4. Finalize Chapter Budget by March 1.
5. Begin Evaluation of Sponsored Programs.
6. Send out a quarterly Newsletter.
7. Maintain chapter web site.
8. Recruit 5 percent of the newly or recently graduated Industrial Engineers
into IIE.
9. Maintain all current Members that are still working and living in local area.
10.Send e-mail to every member who has already or is about to be dropped.
11.Hold a minimum of three joint meetings with the Senior and Student
Chapters.
12.Provide Assistance to Student member to attend Student Regional
Conference.
13.Support community or non-profit organizations.
14.Setup Scholarship Fund for Local IIE Students at the Senior or Junior Level.
15.Provide sponsorship to the National IIE Foundation Scholarship.
16.Encourage chapter members to attend IIE leadership training.
17.Encourage chapter members to attend IIE sponsored Conferences such as the
IIE Annual Conference and IIE Simulation Conference.
18.Visit three local high schools to promote Industrial Engineering.
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Financial Projections
IIE Chapter #69
Huntsville, AL
Current Balances
Account
Checking Account
Savings Account - Cash
Bond Funds
Certificate of Deposits
Balance Date
31-Jun-04
31-Jun-04
31-Jun-04
TOTAL
Balance
$756
$7,115
$9,563
$17,434
Income
Item #
1
2
3
4
Description
Member Rebates
Checking Interest
Savings Interest
Dividends
Note
54 members @ $15
$.08/month
$3.20/month
$36/month
Estimated
$810
$1
$38
$432
TOTAL
$1,281
Expenditures
Item #
1
Description
Membership in HATS
(Huntsville Area
Technical Society)
Note
Less than 60 member rate
Estimated
$60
$400
3
UAH Senior IIE design 2 Handbooks
awards for entire team
IIE Newsletter costs for 4@$50
printing and mailing
(Currently no mailings)
$600
4
UAH IIE Hsv Student
Chapter Regional
sponsorship
2
5
6
7
8
9
10
$200
Requested $600 - Approved
pending submittal of papers
UAH ISE Departmental Requested $500
Convocation
IIE Board/Student
Student Requested $200
Meeting Lunch costs
Registration Fee for IIE Incoming IIE President
Member to IIE Annual
Conf.
P.O Box Renewal Fee
Donation to IIE
National Foundation
IIE Promotional
Materials
Renew PO Box in Madison
$500
$600
$1000
$75
$200
$500
TOTAL
$4,135
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Chapter Calendar of Key Dates
August
Executive Board Meeting
September 1
Submit Chapter Strategic Plan
September
UAH ISEEM 6th Annual Academic Homecoming
September
Joint Meeting with IIE Senior and Student Chapters, Guest
Speaker
September
Composability Forum
September
Executive Board Meeting
October
Joint Meeting with IIE Senior and Student Chapters, Guest
Speaker
October
Quarterly Newsletter
October
Executive Board Meeting
October
Huntsville Simulation Conference – Members Presenting Papers
and Member Participation
November
Joint Meeting with IIE Senior and Student Chapters, Guest
Speaker
November
Quarterly Chapter Meeting
November
Executive Board Meeting
December
Executive Board Meeting
January
Joint Meeting with IIE Senior and Student Chapters, Guest
Speaker
January
Quarterly Newsletter
January
Executive Board Meeting
February
Joint Meeting with IIE Senior and Student Chapters, Guest
Speaker
February
Engineers Week Banquet
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February 15
Submit Chapter Activity Report
February
Quarterly Chapter Meeting
February
Executive Board Meeting
March
Joint Meeting with IIE Senior and Student Chapters, Guest
Speaker
March
Submit Final Budget for upcoming year to Board Members
March
Student Chapter Member Attendance to Student Regional
Conference
March
Executive Board Meeting
March
Nominations for New Chapter Officers
April
Joint Meeting with IIE Senior and Student Chapters, Guest
Speaker
April
Quarterly Newsletter
April
Executive Board Meeting
April
Elections New Chapter Officers
May
Joint Meeting with IIE Senior and Student Chapters, Guest
Speaker
May
IIE Annual Conferences – Sponsor President Elect for
Leadership Training
May
Executive Board Meeting
June 15
Submit Annual IRS Tax Submission
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