INSTITUTE OF INDUSTRIAL ENGINEERS
Dayton, Ohio Chapter 002
2004-2005 STRATEGIC PLAN
I.
CHAPTER LEADERSHIP
Regional Vice President:
Operations Administrator:
Chapter President:
Chapter Vice President:
Chapter VP, ASC
Chapter VP, Reporting
Chapter Secretary:
Chapter Treasurer:
Chapter Newsletter:
Chapter Website:
WSU Student Advisor:
UD Student Advisor:
II.
Vito Wasniewski, RVP, Region IV
Bisi Oyeyemi, IIE Headquarters in Atlanta
Sara Deem – deems@healthall.com
Steve Bickel – bickel.stephen@menloworldwide.com
Bob Bilikam – bob_bilikam@yahoo.com
Greg Groeber – ggroeber@cfanet.com
Chris Calhoun – Chris_Calhoun@sra.com
Sandy Feola – feolaj@earthlink.net
Chris Calhoun – Chris_Calhoun@sra.com
Open
Frank Ciarello – fciarello@wsu.edu
Charles Edmonson – cedmonson@udayton.edu
STRATEGIC INITIATIVES FOR 2004-2005
A. Be an increasing benefit for Dayton Chapter members
B. Use Regional network affiliation to strengthen chapter leadership
C. Be an active contributor of the Affiliate Societies Council
D. Support the Institute
E. Improve long term retention of student members
F. Maintain Dayton Chapter’s integrity
III.
ASSESSMENT OF 2003-2004 PLAN ACHIEVEMENT
Overall: Our officer team had reduced participation from several officers during the year,
as they were unable to participate due to family issues. Chris Calhoun stepped up to
assist in chapter management, newsletter editing, including entering the newsletter
competition, which was a great benefit. Julie Duffy has stepped in to help us design our
TechFest 2005 display. Steve Bickel established a relationship with the Dayton SME
chapter and arranged for us to utilize their tours for our monthly meetings on a few
occasions. Steve also set up a tour for IIE and SME to a local paper plant. We were not
able to have Board meetings as planned, due to lack of attendance, and we were not
awarded the Bronze Level for the CAR, which was a disappointment. We held a great
meeting in November jointly with ASQ, with Dr. Roderick Munro who spoke on Six
Sigma. Sandy Feola helped to coordinate this joint meeting, and continues to help us
have joint events with ASQ. We obtained our display for the Chapter Development
project and used it at TechFest, which attracted over 2100 children and parents. Our tour
in April of the Appleton Paper plant was very well received. We held one meeting with
our student chapters and students were invited to two other meetings and the tours.
Conduct Needs Assessment: We conducted a survey of all members in September
through a mailed questionnaire. We received only 5 surveys back, including two that
indicated they would not have time available to attend any function. In addition, Sara
Deem contacted 15 members to obtain feedback about the chapter. Many indicated that
distance was a problem for them due to the wide geographic area of the chapter.
Re-establish Chapter Base: All deadlines were met for submitting information to the
National Headquarters. The By Laws and Constitution are up to date. We completed our
first Strategic Plan. We are in line with National IIE Headquarters guidelines for the way
to run the chapter. The website was set up, but still requires development work.
Participate in the Affiliate Societies Council: Bob Bilikam does an excellent job as our
primary ASC representative. Sandy Feola and Greg Groeber are very active in several of
the societies, and help us set up joint meetings, attend ASC functions and represent our
professional group. We continue to participate in the planning and maintenance of this
organization. Dinesh Shah, an IIE member, is an ASC officer. ASC will undergo a
number of changes in funding that will require a more active role by our organization in
ASC. Greg Groeber has provided some ideas to the Board to help the ASC sustain its
position as a coordinator for all of the societies.
Support the Institute: The chapter has submitted documents and feedback in a timely
manner to the Institute. Several chapter members are active in the SEMS and SHS
divisions. 2 chapter members contributed to the Industrial Engineer magazine articles.
Maintain Chapter ethics: This is an area that we can continue to be proud of - our
excellence and integrity.
IV.
5 YEAR CHAPTER GOALS FOR 2004-2005
A. Be an increasing benefit for the Dayton Chapter members
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Utilize member feedback and Institute feedback to develop a series
of programs that members will be excited to attend.
Partner with other local societies to develop strong programs that
introduce new and current topics at the local level.
Work with student chapters to determine how senior chapter can
best support student careers through meetings and speaking
engagements.
Participate in Newsletter competition each year to strengthen
communications by increasing score each year.
Enhance and maintain Dayton chapter website. For 2005, recruit
new member to maintain Website.
Increase membership in the Dayton chapter each year by 5%. For
2005, use Headquarters At Large listing, small business listings,
and potential recruits listing to recruit 10 new members.
B. Use Regional Network affiliations to strengthen leadership
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Hold 2 Board of Directors planning meetings outside of chapter
meetings to ensure positive progress is maintained.
Establish Dayton Chapter website with support from the Institute.
Develop solid 5 Year chapter plan by end of 2004-5 program year.
Recruit 2 new officers to sustain chapter after this program year.
Work with Columbus and other chapters to establish ongoing AllOhio IIE meeting for senior and student chapters in 2005.
Utilize feedback from Regional VP for recommendations of
chapter management, planning and leadership.
C. Be an active contributor to the Affiliate Societies Council
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Maintain ASC Representative who actively participates in Council
meetings – Bob Bilikam for 2004-2005.
Participate in Society challenge to keep ASC functioning – Greg
Groeber and Bob Bilikam for 2004-2005.
Develop a fabulous program for TechFest that is supported by
senior chapter members – Julie Duffy for 2005.
Schedule at least 3 joint meetings with other technical societies to
maximize participation and minimize investment each program year
- SME, ASQ, SWE for 2004-2005.
Participate in special ASC activities – Awards Dinner, Planning
sessions – Bob Bilikam and Greg Groeber for 2005.
D. Support the Institute
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Respond timely to all Institute surveys and requests.
Invite Regional Vice President to attend one Board/chapter
meeting.
Complete all documents and reports to comply with Institute
deadlines.
Maintain Chapter operations to comply with Institute rules and
regulations.
Enhance and maintain Dayton Chapter website. For 2004-2005,
we hope to recruit a new member to be the Webmaster.
E. Improve long term member retention of student members
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Request University chapter advisors to attend Board meetings
Set up a minimum of two meetings each program year for both
student and senior chapter member participation
Continue IIE President speaking to Introduction to IIE classes at
WSU and UD to help them recognize chapter benefits
Provide dues incentive for student chapter members that stay in the
area and join as senior chapter members, communicate to students
through advisors and meetings
Sponsor Technical paper competition for all students at local
universities. Publicize through IIE members
Determine if a student chapter at Sinclair Community College can
be established, develop an Advisor for the program
For 2004-2005, help WSU to revitalize their chapter with new
student officers
F. Maintain Dayton Chapter’s integrity

Always conduct meetings, discussions and communications with
the highest of integrity.
V.
2004-2005 PROGRAM PLAN
September
Miami Valley Computing Societies Joint Technical Meeting
Chapter Board Meeting
October
Plant Tour – Joint with SME
November
Karen Brodbeck – Topic TBD
December
Chapter Board Planning Meeting – TechFest, Elections
January
Senior/Student Chapters Meeting – Career Planning
Convene Nominating Committee
February
2004 ASC TechFest
Plant Tour - Joint with SME
March
Chapter Board Meeting
Ergonomics Tour and Presentation
Send out ballots for elections
April
Dr. Roderick Munro – Topic: Lean Six Sigma
May
Faurecia Plant Tour
Election of Officers
VI. FINANCIAL PROJECTIONS
INSTITUTE OF INDUSTRIAL ENGINEERS
DAYTON, OHIO CHAPTER #2
BUDGET FOR FY 2004 (April 1, 2004 to March 31, 2005)
INCOME:
Dues Income (actual 2002 income)
87 REGULAR @ $15 =
3 REDUCED @ $13.75=
10 RETIRED @ $7.50=
4 LIFETIME MEMBERSHIP
Interest Income ($4000 @ 2%)
Monthly Meeting Income
Newsletter Advertisement
Total Income
EXPENSES:
Contributions & Grants
Tech Fest 2005
Membership Rebate (Incentives)
Monthly Meetings Members Expenses
6 meetings @ $50 + 1 meeting @ $200
Newsletter postage and printing
8 newsletters x $1x 30 members
Student Development
January 2005 Meeting
Student Chapter Tech Paper Contest
Community Services: ASC Dues
IIE National Officer Attendance
Chapter Operating Supplies
Checking account expense
Miscellaneous Expenses
Total Expenses
$.00
$1305.00
41.00
75.00
0.00
80.00
0.00
0.00
$1501.00
$200.00
$150.00
$500.00
$240.00
$75.00
$150.00
$50.00
$100.00
$26.00
10.00
$1501.00
VII. Chapter Calendar of Key Events for 2005
A. M
o
Date
n
t
h
2005
2
Responsible
Action Item
IIE H.Q.

Chapter Dues Check Issued ($520 est)
15
Sara Deem

Student Meeting with UD, WSU, Sinclair
1
Sara Deem

Chapter Activity Report due (CAR)
15
Julie Duffy

TechFest
20
Steve Bickel

Joint Tour with SME
1
Sara Deem

IIE Officer Visit Request Due
15
Chris Calhoun

Ergonomics Meeting and Delphi Plant Tour
April
15
Steve Bickel

Dr. Roderick Munro – Lean Six Sigma
May
1
IIE H.Q.

Chapter Dues Check Issued ($500 est)
14-18
IIE H.Q.

IIE Annual Conference
15
Steve Bickel

Faurecia Plant Tour
15
Sara Deem
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Annual IRS tax filing submission due
August
31
New President
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Create & Submit Chapter Plan & Budget for Next
Year to Regional VP
September
1
New President

Chapter Plan due to Regional Vice President
15
Sandy Feola
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Joint Societies Meeting - ASC
IIE H.Q.

Chapter Dues Check Issued ($500 est)
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Possible Event Date
Possible Event Date
Newsletter Competition Entries Due
January
February
March
June
July
October
November
December
15
15
15