Strategic Plan for the National Capital Chapter (#14)
Of the Institute of Industrial Engineers
January 1, 2009 - December 31, 2009
This Strategic Plan is submitted to Mr. Joe Davis, Region #2 Vice President
DrJoeDavisPE@att.net and Ms. Heather Bradley, Director of Membership hbradley@iienet.org and
Mr. Mike McGee, incoming Region # 2 Vice President Mike.McGee@Fluor.com, as required on
January 15, 2009. This Strategic Plan has been drafted by Russell Wooten, National Capital
Chapter President and reviewed by and approved by a majority of the chapter’s current
Executive Officers and Board of Directors.
The Strategic Plan consists of the following:
1. General Information About the Chapter
2. Mission and Vision Statements
3. Strategic Objectives for calendar years 2010 through 2013
4. Tactical Objectives for this current Strategic Plan, which is for the calendar year of 2009
5. Financial and budget information both tactical (calendar 2009) and strategic (2010 2013)
6. Chapter Calendar of Key Events and Program Schedule for the calendar year 2009
7. Chapter Website & (E)newsletter Objectives
8. Contact Information for Executives and Board Directors of the Chapter
9. Chapter Assessment for our 1/08 - 12/08 Program Year
10. Strategic Objectives (calendar years 2010 – 2013) mapped to CAR
11. Tactical Objectives (calendar 2008) mapped to CAR
Table of Contents
General Information about the Chapter .........................................................................................................................3
Mission and Vision Statements .....................................................................................................................................4
Our Mission Statement ..............................................................................................................................................4
Our Vision Statement ................................................................................................................................................4
Our Outreach and Social Networking Vision Statement ...........................................................................................4
Strategic Objectives for CY 2010 - 2013.......................................................................................................................5
Tactical Objectives for CY 2009 ...................................................................................................................................6
Financial and Budget Information .................................................................................................................................7
2008 Year-End Financial Data ..................................................................................................................................7
Financial Forecast for CY09 ......................................................................................................................................8
Financial Forecast for CY 2010 - 2013 .....................................................................................................................8
Chapter Calendar of Key Events and Program Schedule for CY 2009 .........................................................................9
Chapter Website ...................................................................................................................................................... 13
Contact Information for Executives and Board Directors of the National Capital Chapter (#14) of the Institute of
Industrial Engineers ..................................................................................................................................................... 14
Chapter Assessment for CY 1/08 - 12/08 Program Year ............................................................................................. 17
Assessment of 2008 Chapter Performance .............................................................................................................. 17
Strategic Objectives for CY 2010 – 2013 Mapped to CAR ..................................................................................... 18
Tactical Objectives for CY Mapped to CAR ........................................................................................................... 20
Chapter Website ...................................................................................................................................................... 23
General Information about the Chapter
The National Capital Chapter of the Institute of Industrial Engineers has proudly and
professionally represented the Institute of Industrial Engineers and its members in Northern
Virginia, Southern Maryland and Washington DC since 1953. We are a non-profit association
that provides leadership for the application, education, training, research, and development of
industrial engineering. There is no IIE student chapter located within the boundaries of the
National Capital Chapter; therefore, our chapter’s activities with and support of student chapters
is limited.
We support the Institute of Industrial Engineers, our members and our profession by raising the
awareness of the contribution of our profession to life, prosperity, and safety of human kind.
Chapter members are members of the Institute of Industrial Engineers and include undergraduate
and graduate students, entry-level engineers, active and retired engineering practitioners and
consultants in all industries, engineering managers, and engineers in education, research, and
government.
Within the Northern Virginia, Southern Maryland and Washington D.C. area, we are recognized
as:
1. A prime supporter to all industrial engineering students.
2. An acknowledged and expert source for productivity improvement.
3. An invaluable source of member benefits that include professional development, career
guidance and assistance, and local industrial engineering communications and
networking.
4. The official local organization that supports the profession of industrial engineering and
promotes an increased awareness of the value of industrial engineers to the economic
strength and quality of life of free people.
5. The official local organization that supports accredited industrial engineering programs
and learning institutions.
3
Mission and Vision Statements
Our Mission Statement
The National Capital Chapter of the Institute of Industrial Engineers provides local leadership in
contributing to the continued renewal and development of the industrial engineering profession;
enhancing the capabilities of those who are involved in or manage the application, education,
training, research or development of industrial engineering; and, in representing the industrial
engineering profession including the Institute of Industrial Engineers.
Our Vision Statement
The National Capital Chapter of the Institute of Industrial Engineers is the locally recognized
premier membership organization for industrial engineers and their profession. Our chapter
values and serves its individual members and customers, and exceeds their expectations and
requirements. Business and governmental organizations recognized our chapter and its members
as a prime source of information for matters relating to organizational, system and personal
productivity. Our Chapter has a long history of cooperation among the Washington D.C.
Engineering community and is committed to continue this cooperation.
Our Outreach and Social Networking Vision Statement
The National Capital Chapter of the Institute of Industrial Engineers promotes the following
goals for the social activities within its chapter: 1) To bring new IE’s into the Chapter
membership and activities; 2) To provide a casual environment for professionals to meet other
IE’s and to exchange contact information for further communication and friendship; 3) And to
learn about IE job opportunities from IE’s working in various companies and work
environments. Additionally, we will strive to begin outreach with other area IIE chapters, both
professional and student.
4
Strategic Objectives for CY 2010 - 2013
Recent success during our last few program years at continuing to strengthen our officers and
core members should enable us to take advantage of other opportunities shown to us in the
Chapter Activity Report guideline. Opportunities we plan to focus on from January 1, 2010
through December 31, 2013 include:
1. Provide greater service to our members
a. Publicize chapter activities and member accomplishments to local media or
periodicals as well as on our chapter’s website
b. Improve our Job Service networking activity
c. Improve our communication “links” to all members
d. Continue our Social Networking Meetings
e. Continue to support the Marvin Mundel Memorial Scholarship Fund
f. Continue to offer evening and lunch technical programs
2. Expand our Officer base
a. Continue to add Officers to our Leadership Team
b. Provide financial support for a Chapter member to attend the Volunteer Officers
Leadership Training (VOLT) at the national level
c. Continue to offer local Leadership or Technical Training to our Executive
Officers
3. Become more active in recruiting new members
a. Identify students that have become chapter members (First Year Membership
Growth)
b. Seek out non-member or non-active Industrial Engineers in our area
4. Support the Institute
a. Provide assistance to reactivate, revitalize, or improve another chapter
b. Chapter member publication of an article in an IIE magazine or journal
c. Member attendance at the IIE annual Solutions or Research Conference or a
topical seminar
d. Host a Regional Leadership / Chapter Management meeting
5. Look for Community Opportunities to participate at and also provide information
and guidance about Industrial Engineering Careers
a. Hospitals
b. Schools
c. Non-profit Organizations
d. Veterans’ or Patriotic Societies
e. Junior Achievement groups
f. Boys and Girls Self Improvement Groups
g. Churches
h. Others
5
Tactical Objectives for CY 2009
Basic Requirements (Metrics)
1. Communications to Chapter Membership
a. A minimum of 12 formal communications consisting of:
i. Hardcopy, email announcements, (e)newsletter and website
2. General Meetings for All Members
a. A minimum of 12 general meetings consisting of:
i. Technical presentations, plant tours, conferences, social networking
gatherings, and joint meetings
3. Board and Chapter Activity Planning Meetings
a. 6 C.A.R. strategic sub-committee meetings
i. Attendance limited to President, Vice-President, C.A.R. Chair and Treasurer
b. 12 board meetings
i. Meetings open to all chapter members
4. Chapter Strategic Plan
a. Strategic Plan submitted as required
5. IRS Tax Filing
a. Annual Tax & Other Financial Submissions to IIE National will occur and all
appropriate tax records will be managed
b. Review of financials at all Monthly Board Meetings
c. Annual Audit will occur during this 12 month period
6. Bank Statement to IIE
a. Chapter will submit Bank Statements to IIE-HQ during this 12 month period
b. Maintain Checking / Money Market Accounts in Federally Insured Bank
7. Officer Qualifications
a. All chapter officers are IIE members
b. Chapter President and Vice President must currently hold or have previously held an
elected IIE BOD position
As the Executive Officers and Board of Directors of the National Capital Chapter achieve the
metrics mentioned above, we will in fact provide the following benefits to our members,
community and profession:
1.
2.
3.
4.
Be of greater service to our members and future members,
Strengthen our Officers ability to lead and grow the chapter,
Be more attentive to our membership, and
Support the Institute.
6
Financial and Budget Information
The overall management of the Chapter’s financial and budget information will be proactive in
order to adhere to the established budget, as well as to identify opportunities to minimize waste
and increase revenue. This perspective will emanate all Chapter events and activities in order to
ensure the viability of the plan and identify opportunities for improvement. A financial “snap
shot” detailing current Chapter income and expenses against the established budget will be
provided to the Board of Directors on a monthly basis in order to track the progress of the
program and to ensure that the financial projections remain on target.
A strategic sub-committee consisting of the President or Vice-President, the Treasurer and the
C.A.R. Chair will meet before every other BOD Meeting to review the CAR financial criteria for
which we are measured “successful” The President will then report to the BOD (bi-monthly) our
current level of achievement in obtaining our annual C.A.R. success.
2008 Year-End Financial Data
The Chapter had an ending balance of $24776.23on December 31, 2008 for the total of its
checking and savings accounts. The following spreadsheet displays the Chapter’s financial
information in greater detail:
7
This information accompanies this report as file <IIE Budget_December31 2008>.
Financial Forecast for CY09
The projected year-end Chapter balance for the 2009 calendar year will be greater than $23,000.
The projected income during this time period will be at least $1,000, which will be slightly less
than the previous year due to the absence of another large event, such as the 50th anniversary
celebration or any conferences organized and sponsored by the Chapter, as foreseen at this time.
The projected expenses are not anticipated to exceed $2,000 at this time, due to the scheduled
Chapter activities.
Financial Forecast for CY 2010 - 2013
The Chapter expects that the treasury balance will remain constant, or improve slightly in the
future due to additional outreach opportunities and events that will facilitate greater participation
and contributions to the membership. The forecasted revenue and expenses in the future should
also remain steady.
8
Chapter Calendar of Key Events and Program Schedule for
CY 2009
The National Capital Chapter will work to hold joint meetings, including presentations and plant
tours, with the IIE Baltimore Chapter and continue to reach out to our Richmond Chapter.
Our Chapter will cooperate on joint program efforts with other local professional organizations
having shared interests. This includes National Engineers Week as a member of the District of
Columbia Council of Engineering and Architectural Societies (DCCEAS), the Washington, DC
Chapter of the Institute for Operations Research and the Management Sciences (INFORMS),
Society of Manufacturing Engineers (SME), the IEEE Engineering Management Society (EMS)
and the Washington Academy of Sciences.
We will continue to maintain relations with the most geographically proximate Student IIE
Chapters offering program assistance and welcoming Student Chapter Members with
complimentary reservations at our dinner meetings. An inventory of speakers/topics available
within our Chapter is being developed to support the Student Chapters' programs.
The Chapter will continue to promote Industrial Engineering as we participate in various
collaborative, K-12, Science, Technology, Engineering, and Math outreach activities in the
Washington Metro Area. This includes career/guidance days, Science Fairs, and Future Cities
Competition.
IIE Key Dates
2009
Activities & Events
1/1/2009
Chapter’s Program Year starts
1/1/2009
How to Get a Federal Job Workshop
1/1/2009
PE Training Workshop (1 on 1)
1/9/2009
Website updated
1/10/2009
Chapter 14 Board of Directors Meeting
1/10/2009
(E)newsletter distributed to members
1/15/2009
Chapter dues checks issued to Green and Yellow chapters
1/15/2009
Chapter Strategic Plans Due
1/17/2009
Science, Engineering and Technical Fair Judging
1/21/2009
WINFORMS BOD Meeting
1/24/2009
Regional Future Cities Judging
9
1/27/2009
Joint Technical Program with WINFORMS
2/1/2009
Grant Proposal Deadline
2/2/2009
C.A.R. strategic sub-committee meeting
2/7/2009
Chapter 14 Board of Directors Meeting
2/7/2009
Science, Engineering and Technical Fair Judging
2/9/2009
Website updated
2/10/2009
(E)newsletter distributed to members
2/15/2009
Chapter Activity Reports (CAR) due
2/16/2009
DCCEAS Future Cities Competition
2/18/2009
DCCEAS Engineers Week Proclamation Day Luncheon
2/18/2009
WINFORMS BOD Meeting
2/21/2009
DCCEAS Awards Banquet
2/21/2009
DCCEAS Discover Engineering Family Day
2/24/2009
Joint Technical Program with WINFORMS
3/1/2009
IIE Officer Visit Requests due
3/7/2009
Chapter 14 Board of Directors Meeting
3/7/2009
NoVa Science and Engineering Fair
3/7/2009
Science, Engineering and Technical Fair Judging
3/9/2009
Website updated
3/10/2009
(E)newsletter distributed to members
3/14/2009
Technical Studies Assn State Regional Science Fair
3/15/2009
RVP Evaluation Due
3/18/2009
WINFORMS BOD Meeting
3/19/2009
DC Science and Engineering Fair
3/19/2009
Loudoun County Science and Engineering Fair
3/23/2009
Applied Statistics for Engineers and Scientists Workshop
3/27/2009
IIE Social and Networking Event
3/30/2009
C.A.R. strategic sub-committee meeting
3/30/2009
Phoenix Award Nominations due
3/30/2009
Simulation Modeling for System Design and Analysis Workshop
3/31/2009
Joint Technical Program with WINFORMS
4/2/2009
Simulation Modeling for System Design and Analysis Workshop
4/4/2009
Chapter 14 Board of Directors Meeting
4/4/2009
Science, Engineering and Technical Fair Judging
4/6/2009
Falls Church High School Career Fair
4/9/2009
Website updated
4/10/2009
(E)newsletter distributed to members
4/15/2009
WINFORMS BOD Meeting
4/28/2009
Joint Technical Program with WINFORMS
5/1/2009
Grant Proposal Deadline
5/2/2009
Chapter 14 Board of Directors Meeting
10
5/2/2009
Baseball Game Fund Raiser, St. Louis Cardinals @ Nationals Park
5/9/2009
Website updated
5/10/2009
(E)newsletter distributed to members
5/13/2009
WINFORMS BOD Meeting Agent-Based Simulation Workshop
5/18/2009
Modeling Workshop
5/19/2009
Design of Experiments for Simulation Modeling Workshop
5/20/2009
How to Validate Your Models and Simulations Workshop
5/26/2009
Joint Technical Program with WINFORMS
5/28/2009
Thomas Jefferson HS of Sci & Tech Research Symposium
5/30/2009
IIE Annual Conference, Miami, FL
5/30/2009
Networking Leadership Council Meeting
5/30/2009
Volunteer Leadership Training (VoLT)
5/31/2009
Chapter dues checks issued to Green and Yellow chapters
6/8/2009
C.A.R. strategic sub-committee meeting
6/9/2009
Website updated
6/10/2009
(E)newsletter distributed to members
6/13/2009
Chapter 14 Board of Directors Meeting
6/15/2009
Annual IRS tax filing submission due
6/17/2009
WINFORMS BOD Meeting
6/26/2009
IIE Social and Networking Event
7/9/2009
Website updated
7/10/2009
(E)newsletter distributed to members
7/11/2009
Chapter 14 Board of Directors Meeting
7/11/2009
Stress Reduction Workshop
7/15/2009
WINFORMS BOD Meeting
7/19/2009
Baseball Game Fund Raiser, Chicago Cubs @ Nationals Park
8/1/2009
Grant Proposal Deadline
8/3/2009
C.A.R. strategic sub-committee meeting
8/8/2009
Chapter 14 Board of Directors Meeting
8/9/2009
Website updated
8/10/2009
(E)newsletter distributed to members
8/19/2009
WINFORMS BOD Meeting
9/9/2009
Website updated
9/10/2009
(E)newsletter distributed to members
9/15/2009
DCCEAS MBC4 Connection Expo.
9/16/2009
WINFORMS BOD Meeting
9/19/2009
Chapter 14 Board of Directors Meeting
9/24/2009
Harley Plant Tour
9/25/2009
IIE Social and Networking Event
9/28/2009
C.A.R. strategic sub-committee meeting
9/29/2009
Joint Technical Program with WINFORMS
11
9/30/2009
Chapter dues checks issued to Green and Yellow chapters
10/3/2009
Chapter 14 Board of Directors Meeting
10/3/2009
Financial/Retirement Planning Workshop
10/9/2009
Website updated
10/10/2009
(E)newsletter distributed to members
10/11/2009
INFORMS Annual Meeting
10/14/2009
WINFORMS BOD Meeting
10/18/2009
Networking Leadership Council Meeting, Atlanta
10/27/2009
Joint Technical Program with WINFORMS
11/1/2009
Grant Proposal Deadline
11/9/2009
Website updated
11/10/2009
(E)newsletter distributed to members
11/14/2009
Chapter 14 Board of Directors Meeting
11/15/2009
Chapter Activity Report (CAR); familiarize
11/15/2009
Hold Elections for new Officers
11/15/2009
Strategic Plan for upcoming program year
11/18/2009
WINFORMS BOD Meeting
11/24/2009
Joint Technical Program with WINFORMS
12/7/2009
C.A.R. strategic sub-committee meeting
12/9/2009
Website updated
12/10/2009
(E)newsletter distributed to members
12/12/2009
Chapter 14 Board of Directors Meeting
12/13/2009
WSC'08 with WINFORMS
12/15/2009
Joint Technical Program with WINFORMS
12/16/2009
WINFORMS BOD Meeting
12/17/2009
Newsletter Competition Entries due
12/17/2009
Submit new Officer Slate Form to RVP/HQ with contact information
12/18/2009
IIE Social and Networking Event
This is a summary of our planned activities for the calendar year. The complete plan
accompanies this report as <IIE KEY DATES FOR 2009>.
12
Chapter Website & (E)newsletter Objectives
The National Capital Chapter has worked hard to update its website into a modern world class
site. Three Executives and Board Directors now have the access rights and responsibility to
update our content. It will be the responsibility of all Executives and Board Directors to
continually supply the webmaster and content administrators with pertinent and valuable
information for our members, community and profession.
Our plan is to update our content each month. All directors are responsible for reporting on the
current status of their areas of responsibility by the fifth of each month. Then by the 10th of each
month we will electronically mail our (e)newsletter to our members. This email in addition to the
(e)newsletter will also provide a link to our website.
http://www.iienationalcapital.com/asp/content.asp?id=home. It is our goal to keep the
(e)newsletter and website very consistent with each other. We will provide a hardcopy version of
our (e)newsletter for our chapter members who request this because they do not have an email
address.
A site map of our website is provided below:
Chapter Website
1. Home Page
a. President’s Message
b. Upcoming Events
c. Disney Video
2. Events
a. Events Summary
b. Events Detail
3. Newsletter (current and previous issues)
4. Science Fairs
a. Summary
b. Volunteers
c. Locations
5. Special Event (50th Anniversary)
a. IE Magazine Article
b. Sponsors
6. Membership
a. Chapter Benefits
b. Institute Benefits
7. About Us
a. About IIE; National Capital Chapter
b. About IIE
c. National Capital Chapter Board of Directors
8. Contact
a. Board of Directors’ IIE Emails
b. National Capital Chapter’s Address and phone number
13
Contact Information for Executives and Board Directors of
the National Capital Chapter (#14) of the Institute of Industrial
Engineers
Executive Officers
Name
President
Russell Wooten
Vice President
Martin Franklin
Secretary
Joe Scheibeler
Treasurer
Kendal Roberts
Contact Information
46842 Graham Cove Square
Potomac Falls, VA 20165-7578
571-227-2040
russellwooten@adelphia.net
russell.wooten@iienationalcapital.com
3300 Fairfax Dr. Suite 208
Arlington, VA 22201
703-749-7714
martin.franklin@ceenex.com
martin.franklin@iienationalcapital.com
U.S. Postal Service
475 L'Enfant Plaza, SW
Rm 8541
Washington, DC 20260-5233
202-268-5089
joseph.scheibeler@usps.gov
joseph.scheibeler@iienationalcapital.com
12700 Fernberry Lane
Boyds MD 20841
Johns Hopkins University Applied Physics
Laboratory
National Security Technology Dept.
240-228-2814
kendal.roberts@jhuapl.edu
kendal.roberts@iienationalcapital.com
Board of Directors
Director, DCCEAS & National
Engineers Week
Charles
Hochstein
Director, Ethics, Chapter History &
Elections
Robert Charlton
Director, Individual Membership
Al Henderson
Director, Institutional Membership
Russell Wooten
14
USPS HQ
475 L'Enfant Plazza
Washington, DC 20260-6329
202-268-2575
charles.hochstein@usps.gov
charles.hochstein@iienationalcapital.com
7915 Bainbridge Road
Alexandria, VA 22308-1418
703-660-8848
rlcbac@aol.com
robert.charlton@iienationalcapital.com
1705 Jumper Ct
Vienna VA 22182
703-927-8695
alshenderson1@cs.com
albert.henderson@iienationalcapital.com
46842 Graham Cove Square
Potomac Falls, VA 20165-7578
571-227-2040
Director, Profession & Student Liaison
Richard Leshuk
Director, Professional Development
Bruce Petro
Director, Networking & Social Programs
Al Henderson
Director, Webmaster
Jelle Ferwerda
Office for Fund Raising
Joe Scheibeler
Office for Newsletter Editor
Martin Franklin
Office for Programs, Conferences &
Events
Martin Franklin
Office for Science, Engineering &
Technical Fairs
Russell Wooten
Office for Finance
Al Henderson
Special Chapter Advisor
Neal
Schmeidler,
Regional Vice
President
15
russell.wooten@dhs.gov
russell.wooten@iienationalcapital.com
Xfer Tech
9004 Paddock Lane
Potomac, MD 20854
301-279-2686
rleshuk@aol.com
richard.leshuk@iienationalcapital.com
305 Candlewood Court
Millersville, Maryland 21108-2415
410-987-4713
bcpbosshoss@comcast.net
bruce.petro@iienationalcapital.com
1705 Jumper Ct
Vienna VA 22182
703-927-8695
alshenderson1@cs.com
albert.henderson@iienationalcapital.com
2Gather Technologies, Inc.
4340 East West Highway, Suite 200
Bethesda, MD 20814
202-363-3379
jelle@logicnets.com
jelle.ferwerda@iienationalcapital.com
U.S. Postal Service
475 L'Enfant Plaza, SW
Rm 8541
Washington, DC 20260-5233
202-268-5089
joseph.scheibeler@usps.gov
joseph.scheibeler@iienationalcapital.com
3300 Fairfax Dr. Suite 208
Arlington, VA 22201
703-749-7714
martin.franklin@ceenex.com
martin.franklin@iienationalcapital.com
3300 Fairfax Dr. Suite 208
Arlington, VA 22201
703-749-7714
martin.franklin@ceenex.com
martin.franklin@iienationalcapital.com
46842 Graham Cove Square
Potomac Falls, VA 20165-7578
571-227-2040
russellwooten@adelphia.net
russell.wooten@iienationalcapital.com
1705 Jumper Ct
Vienna VA 22182
703-927-8695
alshenderson1@cs.com
albert.henderson@iienationalcapital.com
OMNI Engineering & Technology, Inc.
8300 Greensboro Drive, Suite 900
McLean, VA 22102-3306
neal@omni-engineering.com
neal.schmeidler@iienationalcapital.com
Specific IIE Headquarters Responsibility and Contacts
IIE HQ Functions
Name
Contact Information
Chapter President
Russell Wooten
Office for CAR Administration
Joe Scheibeler
Office of Elections
Robert Charlton
Office of Recipient of Chapter
Dues Check
Al Henderson
Office for Recipient of FTP
Access for Member Database
Kendal Roberts
Office of Recipient of FTP
Access for Member Database
(Alternate)
Martin Franklin
16
46842 Graham Cove Square
Potomac Falls, VA 20165-7578
571-227-2040
russellwooten@adelphia.net
russell.wooten@iienationalcapital.com
U.S. Postal Service
475 L'Enfant Plaza, SW
Rm 8541
Washington, DC 20260-5233
202-268-5089
joseph.scheibeler@usps.gov
joseph.scheibeler@iienationalcapital.com
7915 Bainbridge Road
Alexandria, VA 22308-1418
703-660-8848
rlcbac@aol.com
robert.charlton@iienationalcapital.com
1705 Jumper Ct
Vienna VA 22182
703-927-8695
alshenderson1@cs.com
albert.henderson@iienationalcapital.com
Johns Hopkins University Applied Physics
Laboratory
National Security Technology Dept.
240-228-2814
kendal.roberts@jhuapl.edu
kendal.roberts@iienationalcapital.com
3300 Fairfax Dr. Suite 208
Arlington, VA 22201
703-749-7714
martin.franklin@ceenex.com
martin.franklin@iienationalcapital.com
Chapter Assessment for CY 1/08 - 12/08 Program Year
Assessment of 2008 Chapter Performance
The National Capital Chapter of the Institute of Industrial Engineers proudly states that for the
last half of 2006 it met and exceeded all its expectations in providing excellent services to its
members, and the academic, business and government communities in Southern Maryland,
Northern Virginia and Washington DC.
We believe this is evident by the fact that:
1. Chapter 14 continued with a Gold distinction for the IIE Chapter Activity Report
(CAR).
2. Chapter 14 completed an election for its Board of Directors with an election term
from 1-1-09 through 12-31-09.
3. Non Board Chapter Members and potential members attended our Board of
Director’s Meetings
4. We raised over $400 for the Marvin Mundel Memorial Scholarship Fund.
5. We were the sole sponsor for five technical programs and plant tours.
6. We had nine joint technical programs with WINFORMS.
7. Our joint program included the following societies; ASME, ASQ, HFES, and SME.
8. We supported the DCCEAS MBC4 Connection Expo.
9. A member of our chapter is the current IIE_IAB (Industrial Advisory Board) Chair.
10. A member of our chapter is the current SEMS (Society for Engineering Management
Systems) President.
17
Strategic Objectives for CY 2010 – 2013 Mapped to CAR
1. Chapter Strategic Plans and Operations
1.1. Plan Timeliness
1.1.a. Submit Strategic Plan to RVP when required
1.1.b. Submit CAR Results to RVP when required
1.2. Plan Quality
1.2.a. Perform CAR activities consist to IIE standards while achieving Mission and
Strategy success
1.3. Board Meetings to plan chapter operations
1.3.a.1. Budget Planning
1.3.a.1.1. Work closely to financially balance each event, however the chapter is
willing to take a loss on events when we believe we are making long term
positive strides for the chapter
1.3.a.2. Cost-effective Mailings
1.3.a.2.1. Combine multiple events when appropriate on our hardcopy mailings
2. Chapter Programs
2.1. Programs
2.1.a. Strive for programs which are of interest and value to our membership
2.1.a.1. Business (Board) Meetings
2.1.a.2. Chapter Leadership Training at IIE National Conference
2.1.a.3. Fundraising Event
2.1.a.4. Installation of Officers
2.1.a.5. Mixer or Social
2.1.a.6. National Engineers Week
2.1.a.7. Participation in IIE National Conference
2.1.a.8. Plant/Work Place Tour
2.1.a.9. Professional Development Activity or Joint Meeting
2.1.a.10. Technical Conference
2.1.a.11. Technical Meeting
2.2. Program Quality
2.2.a. Improve our Average Survey Evaluation of over last year’s
2.2.b. Collect surveys at all meetings (except for fundraisers) and review results
2.3. Program Attendance
2.3.a. Member Attendance
2.3.a.1. Improve our Average Member Attendance above last year’s
2.3.b. Non-Member Attendance
2.3.b.1.Improve our Average Non-member Attendance above last year’s
3. Membership Communication, Growth and Retention
3.1. Membership Communication
3.1.a. (e)Newsletter
3.1.a.1. Utilize Website as official Chapter communication mode
3.1.a.2. Submitted for CAR Competition as (e) Newsletter
3.1.b. Other Communications
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3.1.b.1.Use all communication mediums effectively to announce meetings and other
bulletins of potential interest to members and prospective members
3.1.b.1.1. Networking
3.1.b.1.2. Other Professional Organizations
3.1.b.1.3. Chapter Leadership
3.1.b.1.4. Chapter Member Directory
3.1.b.1.5. Chapter Leadership Directory
3.1.b.1.6. Chapter Reporting
3.1.b.1.7. Programs and Events
3.2. Membership Growth and Retention
3.2.a. Membership Growth
3.2.a.1. Stabilize and/or increase membership
3.2.b. First year membership
3.2.b.1.Increase new IIE membership
3.2.c. Retention/Recruitment Activities
3.2.c.1. Utilize appropriate communication methods to reach out to all members
including hardcopy mail, email and our chapter’s website
3.2.c.2. Formally communicate by hardcopy mail or email with all terminating
members as appropriate
3.2.c.3. Communicate changes and advantages to IIE’s life time membership
4. Student Outreach and Community Affairs
4.1. Community Affairs Participations
4.1.a. Promote IIE through participation at community affairs
4.1.b. Encourage membership to support community affairs
4.1.c. Communicate community affair activities on Website
4.2. Student Outreach and Support
4.2.a. Student Regional Conference Support
4.2.a.1. Provide support from Chapter
4.2.a.2. Encourage Membership support
4.2.b. Other Student Outreach
4.2.b.1.Mentor newly-identified IIE students
4.2.c. Other Student Financial Support
4.2.c.1. Support of Mundel Scholarship Fund through chapter activities and fund
raising such as our networking activities and baseball fund raiser
5. Member Chapter/Institute Support
5.1. Member/Chapter Support
5.1.a. Provide leadership to membership
5.1.b. Provide IIE related training opportunities
5.1.c. Provide effective and constant communication to membership
5.1.d. Provide networking opportunities
5.2. Institute Support
5.2.a. Encourage participation in IIE Sponsored Events
5.2.b. Encourage donations to IIE Foundation
5.2.c. Assist other chapters to reactivate, revitalize or improve their chapter
5.2.d. Publish chapter activity information in Solutions or IIE Publications
5.2.e. Promote membership attendance at IIE Annual Conference and Topical Seminars
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Tactical Objectives for CY Mapped to CAR
1. Chapter Strategic Plans and Operations
1.1. Plan Timeliness
1.1.a. Submit Strategic Plan to RVP by January 15, 2009
1.1.b. Submit CAR Results to RVP by February 15, 2009
1.2. Plan Quality
1.2.a. Perform CAR activities consist to IIE standards while achieving Mission and
Strategy success
1.2.a.1. Strive to achieve CAR Gold Standard while achieving Mission and Strategy
success
1.2.a.2. Develop acceptable (e)Newsletter to obtain CAR Gold Standard
1.3. Board Meetings
1.3.a. Minimum of Four Board Meetings
1.3.a.1. Minimize Budget Deficit
1.3.a.1.1. Work closely to financially balance each event, however the chapter is
willing to take a loss on events when we believe we are making long term
positive strides for the chapter
1.3.a.2. Cost-effective Mailings
1.3.a.2.1. Combining multiple events when appropriate on our hardcopy
mailings
2. Chapter Programs
2.1. Programs
2.1.a. Strive for programs which are of interest and value to our membership
2.1.a.1. Four Business (Board) Meetings
2.1.a.1.1. Opened to all members and potential members
2.1.a.2. Chapter Leadership Training at IIE National Conference
2.1.a.2.1. Pay hotel experiences for one board member
2.1.a.3. Minimum of one Fundraising Events
2.1.a.3.1. Baseball game
2.1.a.4. Installation of Officers
2.1.a.5. Minimum of one Mixers or Social
2.1.a.5.1. Provide gifts to increase attendance
2.1.a.6. Minimum of one Professional Development Activity or Joint Meeting
2.1.a.6.1. WINFORMS
2.1.a.7. Participation in a Technical Conference
2.1.a.7.1. Winter Simulation Conference
2.1.a.8. Minimum of one Technical Meetings
2.1.a.8.1. Washington Academy of Science, WINFOMS, etc
2.2. Program Quality
2.2.a. Improve our Average Survey Evaluation of over last year’s
2.2.b. Collect surveys at all meetings (except for fundraisers) and review results
2.3. Program Attendance
2.3.a. Member Attendance
2.3.a.1. Improve our Average Member Attendance above last year’s
2.3.b. Non-Member Attendance
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2.3.b.1.Improve our Average Non-member Attendance above last year’s
3. Membership Communication, Growth and Retention
3.1. Membership Communication
3.1.a. (e)Newsletter
3.1.a.1. Utilize Website as official Chapter communication mode
3.1.a.1.1. Upgrade Chapter Website to provide Virtual (e)Newsletter
3.1.a.1.2. Generate electronic email Newsletter from Website
3.1.a.2. Submitted for CAR Competition as (e) Newsletter
3.1.b. Other Communications
3.1.b.1.Use all communication mediums effectively to announce meetings and other
bulletins of potential interest to members and prospective members
3.1.b.1.1. Networking
3.1.b.1.1.1.Employment opportunities and postings
3.1.b.1.1.2.Resumes
3.1.b.1.2. Other Professional Organizations
3.1.b.1.2.1.Events
3.1.b.1.2.2.Membership
3.1.b.1.3. Chapter Leadership
3.1.b.1.3.1.Information
3.1.b.1.3.2.Financial support
3.1.b.1.4. Chapter Member Directory
3.1.b.1.4.1.Via link to National Website
3.1.b.1.5. Chapter Leadership Directory
3.1.b.1.5.1.Leadership Bio’s
3.1.b.1.5.2.Officers’ emails listed on Chapter’s Website
3.1.b.1.5.2.1. E-mail with all Directors having direct links from our
Chapter’s (directors) email accounts to their personal email
accounts
3.1.b.1.5.3.
3.1.b.1.6. Chapter Reporting
3.1.b.1.6.1.President’s Message
3.1.b.1.6.2.Financial and Treasurer’s Message
3.1.b.1.6.3.Membership Updates
3.1.b.1.6.4.Meeting Announcements
3.1.b.1.6.5.Program Announcements and Summaries
3.1.b.1.6.6.Suggestion Box Summaries
3.1.b.1.7. Programs and Events
3.1.b.1.7.1.White Papers
3.1.b.1.7.2.Program Surveys completed as part of our final CAR submission
3.2. Membership Growth and Retention
3.2.a. Membership Growth
3.2.a.1. Stabilize and/or increase membership
3.2.a.1.1. Membership on December 31, 2005 of 200 or more
3.2.b. First Year Member Growth
3.2.b.1.Increase new IIE membership
3.2.b.1.1. New IIE membership on December 31, 2005 of 20 or more
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3.2.c. Retention/Recruitment Activities
3.2.c.1. Utilize appropriate communication methods to reach out to all members
including hardcopy mail, email and our chapter’s website
3.2.c.2. Formally communicate by hardcopy mail or email with all terminating
members as appropriate
3.2.c.2.1. Phone Calls to every Member
3.2.c.2.2. Phone Calls to every Member Dropping
3.2.c.2.3. Exit Surveys of Dropped Members formal communication by
hardcopy or email
3.2.c.2.4. Free Dinner Meeting for Student Members
3.2.c.2.5. Dues Discount to Former Members Dropped > 1 Year Ago
3.2.c.2.6. Finders Fee Towards Dues for a Members Who Recruits a New
Member
3.2.c.2.7. Conduct Zip Code Analysis to determine our optimal meeting location
minimizing our members’ total travel time
3.2.c.2.8. Contact Newly-Located IIE Members to our area
3.2.c.2.9. Contact Newly-Identified IE Students
3.2.c.2.10. Personal Contact with Lost Members
3.2.c.2.11. Attractive & Value-Added Programs
3.2.c.2.12. Mixers at a Minimum of Two Different Locations
3.2.c.2.13. Technical Meetings
3.2.c.2.14. Professional Development
4. Student Outreach and Community Affairs
4.1. Community Affairs Participations
4.1.a. Promote IIE through participation at community affairs
4.1.b. Encourage membership to support community affairs
4.1.c. Communicate community affair activities on Website
4.2. Student Outreach and Support
4.2.a. Student Regional Conference Support
4.2.a.1. Provide support from Chapter
4.2.a.1.1. Publicize willing to contribution to Host Chapter by offering to donate
$250 via our website
4.2.a.1.2. Holding one event at Virginia Tech
4.2.a.1.3. Contribution to Sponsor Student Attendance at IIE Conference
4.2.a.2. Encourage Membership support
4.2.a.2.1. Member Participation at Conference
4.2.b. Other Student Outreach
4.2.b.1.Support Local Science and Technology Fairs
4.2.b.1.1. Judging
4.2.b.1.2. Volunteer to Judge a Minimum of Four Science Fairs
4.2.b.1.3. Awards & Presentation
4.2.b.2.Participate in High School Guidance and Career Days
4.2.b.3.Participate in Future Cities Competition
4.2.b.4.Participate in National Engineers Week
4.2.b.5.Support Student Attending Program
4.2.b.6.Invite students to our mixers by publishing details on our chapter’s website
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4.2.b.7.Mentor newly-identified IIE students
4.2.c. Other Student Financial Support
4.2.c.1. Support of Mundel Scholarship Fund
4.2.c.1.1. Minimum of $200 by way of our socials and baseball fundraiser
4.2.c.2. Support of other Fund
4.2.c.2.1. Such as the Pentagon Victims’ Children’s Fund
5. Member/Chapter Institute Support
5.1. Member/Chapter Support
5.1.a. Publish Chapter Activities in Periodicals
5.1.b. Fund Member to Attend Leadership Training
5.1.c. Member Participation in Leadership Training
5.1.d. Host ½ Day Workshop/Seminar
5.1.e. Website help line via National Website link
5.1.f. Website FAQ of our Individual Membership Information
5.1.g. Website Technical help via National Website link
5.1.h. Networking opportunities
5.1.i. Job Announcements
5.1.j. Encourage Friends of the Chapter by Participating in Joint Society Activities
5.1.k. Participate in D.C. Council of Engineering & Architectural Societies (DCCEAS)
Activities
5.1.l. Work related programs
5.2. Institute Support
5.2.a. Member Participation in IIE Sponsored Events
5.2.b. Donation of $200 to IIE Scholarships
5.2.c. Assist Another Chapter to Reactivate, Revitalize or Improve Their Chapter
5.2.d. Chapter Member Publish an Article in Solutions or IIE Publications
5.2.e. Member Attendance at IIE Annual Conference or Topical Seminar
5.2.f. Submit a proposal to host a future IIE Annual Conference
Chapter Website
1. Home Page
a. President’s Message
b. Upcoming Events
c. Disney Video
2. Events
a. Events Summary
b. Events Detail
3. Newsletter (current and previous issues)
4. Science Fairs
a. Summary
b. Volunteers
c. Locations
5. Special Event (50th Anniversary)
a. IE Magazine Article
b. Sponsors
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6. Membership
a. Chapter Benefits
b. Institute Benefits
7. About Us
a. About IIE; National Capital Chapter
b. About IIE
c. National Capital Chapter Board of Directors
8. Contact
a. Board of Directors’ IIE Emails
b. National Capital Chapter’s Address and phone number
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