INSTITUTE OF INDUSTRIAL ENGINEERS
COLUMBUS, OHIO
2004 – 2009 CHAPTER PLAN
I.
Vision and Mission Statements
II.
Strategic Objectives
III.
Tactical Objectives
IV.
Financials
V.
Chapter Calendar of Key Events
VI.
Chapter Assessment
Date:
Chapter Name:
Chapter No:
Region:
August 30, 2004
Columbus Chapter
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4
IIE Chapter Operations Administrator:
IIE Regional VP:
Bisi Oyeyemi, IIE Headquarters
Vito Wasniewski
2004 - 05 Chapter Officers:
Bob Schroer, President / Treasurer
Lynne Waldron, Vice President
Russ Ballard, Event Coordinator
Mike Devenney, Jobs Coordinator
Chirag Modi, Webmaster / Newsletter Editor
Brad Laser, Membership Director
IIE National Office Holders:
George Smith, Ph.D., P.E., Consultant, Fellow of
the Institute, Senior VP, Technical
Networking, Board of Trustees
John Yesso, Technical Networking
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INSTITUTE OF INDUSTRIAL ENGINEERS
COLUMBUS, OHIO
2004 – 2009 CHAPTER PLAN
I. Vision and Mission Statements
VISION STATEMENT
To build a chapter in which all IE’s in the Columbus area
will want to be actively involved!
MISSION STATEMENT
Chapter No. 1 is:

The first Industrial Engineering chapter formed within IIE

That has within its membership recognized leaders in
consulting, distribution, education, health care, industry,
information technology, packaging, government, and IIE
office holders
Our Mission is to:

S-t-r-e-n-g-t-h-e-n the field of Industrial Engineering,

Enhancing professional growth of Chapter and Student
membership,

By bringing Senior Chapter members as well as Student
Chapter members together

Through social events, plant tours, conferences, speakers,
financial support or any other way that meets the need.
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INSTITUTE OF INDUSTRIAL ENGINEERS
COLUMBUS, OHIO
2004 – 2009 CHAPTER PLAN
II. Strategic Objectives
Looking Ahead…
Success during our 2004-05 year 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 could focus on from September 1, 2005 through August 31, 2009:
1. Be of greater service to our members
 Publicize chapter activities or member accomplishments to local media or
periodicals
 Host a local conference or seminar (at least a half day in length)
 Improve our Job Service activity
 Improve our communication “links” to all members
 Job Opportunity – Social Networking “Schmoozes”
2. Expand our Officers base
 Continue to add Officers to our Leadership Team
 Provide financial support for a Chapter member to attend Leadership Training at
the regional or national level
 Participation by a Chapter member in Institute sponsored Leadership Training at
the regional or national level
3. Become more active in recruiting new members
 Identify students that have become chapter members (First Year Membership
Growth)
 Seek out non-member or non-active Industrial Engineers in the Columbus area
4. Support the Institute
 Provide assistance to reactivate, revitalize, or improve another chapter
 Chapter member publication of an article in an IIE magazine or journal
 Member attendance at the IIE annual Solutions or Research Conference or a
topical seminar
 Host a Regional Leadership / Chapter Management meeting
5. Look for Community Affairs to participate in
 Hospitals
 Schools
 Non-profit Organizations
 Veterans’ or Patriotic Societies
 Junior Achievement groups
 Boys and Girls Self Improvement Groups
 Churches
 Other
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INSTITUTE OF INDUSTRIAL ENGINEERS
COLUMBUS, OHIO
2004 – 2009 CHAPTER PLAN
III. Tactical Objectives
Next Years Plan…
Chapter 1 Calendar of Key Events (see pages 7 and 8 of this plan) has been roughed in
by our Leadership Team of six officers for 2004 and 2005. It is around this calendar that
we focus and build our program year.
This year has gotten off to a good start with two events already held during the summer,
our normally inactive period, which reflects the energy, commitment and zeal possessed
by the newly installed Chapter 1 Leadership Team.
Opportunities to focus on from September 1, 2004 through August 31, 2005:
1. Be of greater service to our members and future members
 Plan at least two events with a speaker (invite student chapter)
 Plan at least two events with a plant tour (invite student chapter)
 Plan at least two OSU student chapter “Schmoozes” event with a theme
 Offer anyone within our membership an opportunity to host their own event
 Look for opportunities to host joint events with other professional groups, i.e.
APICS, ASQ, SWE and OSU Alumni Club to expand networking potential for
members
 Grow our Job Coordinator service or member referral service
 Re-start our newsletter and enter the IIE Newsletter Competition
 Re-launch our Web Site
2. Strengthen our Officers ability to lead and grow the chapter
 Provide opportunities for them to plan
- at board meetings
- through e-mail and
- phone conversations / conference calls
 Use the Chapter Activity Report as a Focussing Tool
 Use our Calendar of Key Events as a Planning Tool
 Apply for IIE Development Grant to provide funds to market our chapter to
increase attendance and membership
 Use a “Sign In” form for each event
 Use an “Evaluation Form” at the close of each event
 Review our income and expense budget
3. Be more attentive to our membership roles
 Support our new Membership Director
 Review, update and publish our membership role
 Analyze and understand our membership role
 Track our membership role statistics and publish
4. Support the Institute
 Member participation in IIE sponsored events
 Chapter member publication of an article in an IIE magazine or journal
 Member attendance at the IIE annual Solutions or Research Conference or a
topical seminar
 Chapter monetary donation of greater than $100 to the IIE foundation or
Scholarship Program funds
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INSTITUTE OF INDUSTRIAL ENGINEERS
COLUMBUS, OHIO
2004 – 2009 CHAPTER PLAN
IV. Financials
Chapter 1 had a balance of $3,770.61 on September 1, 2003 and an ending balance of
$2703.17 on August 31, 2004 for a change of $1,067.44 during the year.
Past financial events for our 2003 – 2004 budget tracking year:

Membership dues income amounted to $1,703 compared to $1,595 for the previous
year or a gain of $108.

Event income amounted to $445 against expenses of $1,032 + $22 or a difference of
$609 that was covered by dues income. This difference is the student expense that
we cover so they can attend our events for free.

Our largest expense came from two large donations of $1,650 and $1,205 to the IIE
Regional Student Conference held at The Ohio State University February 20 th thru
22nd. This was funded from our reserves and a senior membership fund raising
campaign which raised the $1,205 in member donations.
We also gave a $270 donation to the OSU IE Senior Banquet (Alpha Pi Mu) bringing
our total OSU Student gifts to $3,125 for the 2003 / 04 event year.
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INSTITUTE OF INDUSTRIAL ENGINEERS
COLUMBUS, OHIO
2004 – 2009 CHAPTER PLAN
IV. Financials (Continued)
Future financial projections for our 2004 – 2005 budget tracking year:

Our As of September 1st, 2004 we will have a beginning balance of funds within our
Checking and two Certificates of Deposit totaling
$ 2,703.17

Projected income

Projected expenses

We project an August 31, 2005 balance of
2,300.00
2,300.00
-----------$ 2,703.17
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INSTITUTE OF INDUSTRIAL ENGINEERS
COLUMBUS, OHIO
2004 – 2009 CHAPTER PLAN
V. Chapter Calendar of Key Events
Month
Date
Responsible
Action Item
2004
IIE H.Q.
Bob Schroer


15
17
Bob Schroer
Schroer / Ballard
20 - 22
27
4
4
11
Schroer / Smith
Bob Schroer
Schroer / Ballard
Ballard / Waldron
Schroer / Ballard




9
Schroer / Ballard
Bob Schroer
15
Russ Ballard
May
15 - 19
Smith / Laser
IIE H.Q.
June
9
15
30
Bob Schroer
Bob Schroer
Lynne Waldron
July
26
28
31
IIE H.Q. / Schroer
Lynne Waldron
Vito Wasniewski
January
February
March





Chapter Dues Check Issued ($522)
Offer Assistance to University Regional Conference
Host (at OSU this year)
Chapter Activity Report due (CAR)
Speaker / Dinner Joint Event w/ APICS & ASQ
IIE Regional Student Conference
RVP Chapter Presidents Conference Call
Schroer / Waldron




16
27
Schroer / Ballard
Schroer


27
27
Waldron
Waldron
27
1
IIE H.Q. / Schroer
Bob Schroer



Alpha Pi Mu OSU IE Honors Banquet
Tour of Honda Joint Event w/ SWE
Officers Meeting Conference Call
Officers Meeting Conference Call
Submit new Officer Slate Form to RVP with contact
information
IIE Student Schmooze Event at Champps
IIE Annual Conference
Chapter Dues Check Issued ($521)
Officers Meeting at “Hoggies”
Annual IRS tax filing submission due
Wyandotte Winery Tour & Wine Tasting Joint
Event w/ OSU Alumni Club
Audio Conference – Trends in Lean Enterprise
Tour of Delphi / Dinner Joint Event w/ SWE
Region IV Put-N-Bay Summer Activity
Familiarize yourself with the reporting requirement
and Chapter Activity Report (CAR)
Officers Meeting Conference Call
Create & Submit Chapter Plan & Budget for Next
Year to Regional VP (due Sept 1st)
Create & Submit Chapter Constitution to RVP
Create & Submit Chapter By-Laws to RVP
Audio Conference – The Power of Lean

Chapter Plan due to Regional Vice President
27
Russ Ballard

IIE Student Schmooze Event - “Interview
Techniques”
30
IIE H.Q.

Chapter Dues Check Issued ($520 est)
October
21
Lynne Waldron
IIE H.Q.


Tour / Dinner Event
Audio Conference - Ergonomics
November
18

Possible Event Date
December
17

Newsletter Competition Entries Due
April
August
September
Chirag Modi






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INSTITUTE OF INDUSTRIAL ENGINEERS
COLUMBUS, OHIO
2004 – 2009 CHAPTER PLAN
V. Chapter Calendar of Key Events (Continued)
Month
Date
Responsible
Action Item
2005
IIE H.Q.

Chapter Dues Check Issued ($520 est)
20
Russ Ballard

IIE Student Schmooze Event
1
Bob Schroer

Chapter Activity Report due (CAR)
17
Chirag Modi

Speaker / Dinner Joint Event w/ APICS & ASQ
1
Bob Schroer

IIE Officer Visit Request Due
8
Chirag Modi

OSU Student Presentations Joint Event w/ ASQ

Alpha Pi Mu OSU IE Senior Banquet Event
Bob Schroer

Hold elections for new officers
Bob Schroer

Submit new Officer Slate Form to RVP with contact
information
Mike Devenney

Possible Event Date
IIE H.Q.

Chapter Dues Check Issued ($520 est)
IIE H.Q.

IIE Annual Conference

Possible Event Date
Lynne Waldron

Possible Summer Event
Bob Schroer

Annual IRS tax filing submission due
Bob Schroer


Officers Meeting – Goal to review Chapter Plan
Possible Summer Event
January
February
March
Bob Schroer
April
1
24
May
14-18
19
June
15
July
August
31
Bob Schroer /
Lynne Waldron

Create & Submit Chapter Plan & Budget for Next
Year to Regional VP
September
1
Bob Schroer

Chapter Plan due to Regional Vice President

Possible Event Date

Chapter Dues Check Issued ($520 est)



ALL OHIO IIE EVENT
Possible Event Date
Newsletter Competition Entries Due
15
IIE H.Q.
October
November
December
20
17
Chirag Modi
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INSTITUTE OF INDUSTRIAL ENGINEERS
COLUMBUS, OHIO
2004 – 2009 CHAPTER PLAN
VI. Chapter Assessment
Reflecting Backward over the Past Year…
The event year running from September 1, 2003 through August 31, 2004 will be most
remembered for our support of the IIE Region IV Student Conference in February and the
growth of our chapter officers in April.
There was no tactical objective created within a five year plan for this past year but the
objectives of prior year plans were still very much in the minds of the Chapter 1 officers.
Chapter 1 has always been committed to staying connected with the OSU IE students
and to that end we had two Schmoozes, supported their hosting of the IIE Regional
Student Conference both financially and with participation as well as sponsoring a table
at the spring Alpha Pi Mu Senior IE Honors banquet. We also provided tour sites and
student event speakers.
An objective that has been within this five year plan for many years has been to grow our
officer’s staff. For the past year we only had two officers and no president declared.
These two officers are still both active one taking over the role of President as well as
continuing as Treasurer. The other officer still serves as Event Coordinator and OSU
Student Chapter representative.
We conducted a membership survey in January that helped to put us in touch with some
of our members.
Then in the spring of 2004 we had four members come forward to serve. These four
individuals have taken over the roles of Vice President, Membership Director, Jobs
Coordinator, Webmaster and Newsletter Editor. These four individuals have brought
much energy and many new ideas into the chapter.
Summarizing our major goals for 2003-04 we planned:

For two events with a speaker and we had one event with a speaker

For two events with a plant tour and we had one tour event

For two student chapter Schmoozes and we had two great Schmooze events

To increase our chapter officers from two and we now have six
We hit most of our major goals building a history to allow us to move forward. We will
move forward by applying our tactical objectives to the future by building our Calendar of
Key Events with our new Leadership Team.
One thing the past year has taught us is that without the few events that we had and the
survey taken we would have never gotten to meet three of the four new members who
have come forward to serve our membership. It pays to “hang in there…” And, it is
these four new officers working with our two existing officers that will take our Chapter to
new levels of success not experienced here in Columbus for a long time.
Our chapter will only be as strong as the officers assembled to lead it.
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