AMERICAN SOCIETY OF MILITARY COMPTROLLERS
SAN DIEGO CHAPTER
______________________________________________________________________________________________________
COMMUNICATOR
Vol. 1 ‘04
March 2004
_____________________________________________________________________________________
PRESIDENT’S CORNER
CDR Gregory Martin
For many members, the chapter has been very busy these last few weeks . . . big February luncheon,
Strategic Planning off-site, preparing for Mini PDI in April, reviewing the Chapter Constitution and ByLaws, reviewing and awarding under the Chapter Grant Program. Looks for those and more bits and pieces
in this issue.
Preparation for the Mini-PDI is a freight train moving at about 80 mph. I invite you all to share the word
about the Mini with the people around you – ASMC members, non members, your corporate partners.
Come for the continuing education units. Come for the training. Come to meet with other ASMC members
and our corporate partners. Come to hear our guest speakers. Come because it’s close and easy! Come to
support your chapter!
Also, notice that the newsletter has a slightly different look. No more scrolling to find what interests you.
Use the hyperlinks to jump to your topic of interest (some of you may have to place your curser on the
table of contents item, then push the CTRL key to activate the hyperlink) Ditto on the “Return to the table of
contents” on each page.
What’s Inside?
The Mini PDI – April 21st
Strategic Planning Off-site – SWOT Analysis and Off-site notes
National PDI items:

Chapter Fair

Community Service
Membership stats – who are we?
Photographer’s Corner
CFDM Corner – recertification
Accounting Day – the whens and wheres
Chapter Website – up but not ready for prime time
The Feb 18th Luncheon
Free Money – National’s Continuing Ed Grant submission deadline extended!
Chapter Grant Program – the first run
Vacancies on next year’s Executive Board April 1 Luncheon - - is also a General membership Meeting
Chapter Officers
RISING TO THE CHALLENGES OF BUSINESS
MANAGEMENT
The San Diego Chapter of the American Society of Military
Comptrollers is proudly hosting
a Mini-Professional Development Institute.
April 21, 2004
Marriott Mission Valley
Keynote speakers are Rear Admiral Ronne Froman (USN, Ret), CEO of the San
Diego/Imperial Counties Red Cross and the first Commander, Naval Region
Southwest, and Mr. Bob Cooper, nationally known motivational speaker.
Along with keynote speakers at this all-day event are a dozen workshops and a
chance to earn Continuing Professional Education units!
Breakout sessions cover topics including:
 “BRAC – How it works,”
 “DoN Mid-range Financial Improvement Plan - Getting to a clean audit
opinion,”
 “Living with the Purchase Card - How do I keep my command out of
trouble?”
 Getting more out of the DFAS reports toolbox
 Advanced Microsoft Excel training
 What fiscal law really allows you to do
 Personal Financial Planning and many more…
Registration deadline is April 7th
For more info please contact your local/command ASMC Representative or in
the absence of a rep, contact Al Parra at alberto.parra@navy.mil, Ph: 619 5530785.
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Strategic Planning Off Site
6 February 2004
BUILDING A ROAD TO SUCCESS
The details of the session are too many to recount here, but the Strengths,
Weaknesses, Opportunities and Threats (SWOT) analysis and the day’s summary
notes are at the end of the newsletter
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Getting Ready for National PDI
***** In case you haven’t received information in the mail, registration
information ready at the national web site (www.asmconline.org) *****
Chapter Fair
(Thursday,June 3d, 2004)
“Rockin’ through Time” is the theme of the PDI ‘04 Chapter Fair and will spotlight
the music and icons of past decades.
The room will be divided into four decades of music (50's, 60's, 70's, and 80's) with
the chapters planning booth decorations and activities centered on their chosen decade and
overall theme. Again this year, prizes will be awarded to three outstanding booths. The
booths and costumes will be judged on creativity, adherence to chosen decade theme, and
prizes will be awarded accordingly. All, it is that time a year again! We are kicking around
theme ideas . . . the 60’s California surfer beach scene featuring The Beach Boys, Jan &
Dean, etc., or perhaps the beatnik scene . . . the Greenwich Village coffeehouse, everyone in
black, sporting a beret and reciting bad poetry . . . or perhaps the Disco Guys Live! If you
are interested on serving on the committee or helping out in the booth contact me at 5562304 or Pamela.Herman@navy.mil or you can contact anyone of the board members. It
should be a lot of fun!! Below is the article I received from PDI Chapter Fair committee.
Cleveland, nestled on the shores of Lake Erie and known worldwide as the home of the
Rock-n-Roll Hall of Fame and Museum, is a city on the rise. Cleveland is home to cultural
treasures like the Botanical Gardens, the African-American Museum and the Great Lakes
Science Center as well as international treasures which include the Cleveland Museum of
Natural History and the Cleveland Museum of Art. The city also has its’ fair share of
professional sports teams ranging from Soccer to Baseball, Football to Basketball as well as
a host of driving ranges and golf courses.
The Rock-n-Roll Hall of Fame and Museum, a geometric, open architectural design by
IM Pei, is dedicated to recording the history of some of the best known and most influential
rock and roll performers, producers and others who have in some major way influenced the
industry. The museum displays costumes, record albums, handwritten song lyrics, videos and
memorabilia highlighting artists each in their own section.
In keeping with past chapter fairs, there will be a Karaoke contest, music & dancing,
and many more surprises. Rock-n-Roll is here to stay… in Cleveland!
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National PDI Community Service
Tuesday, June 1
Providence House, Inc. and the Veteran’s Administration Medical Center have
been selected as this year’s PDI charities in Cleveland.
Providence House is Ohio’s first and only licensed crisis nursery for infants and
toddlers. In 1981, Providence began offering services in its mission to provide a
safe haven for children newborn through age five who are in need of care due
to a family crisis. Providence House focuses on the immediate and long-term
needs of children in crisis, including medical treatment, daily care, education,
skills development, and self-esteem, while the referring agency addresses the
needs of the parent or caregiver to resolve the crisis within the family.
Providence House is completely funded through the generosity of private
individuals, companies, and foundations. To assist in this charity, please review
and bring any of the needed items provided on the gift registries at the
following stores: Babies R’ Us (#50009193), Target (01100-1111-200918), WalMart (23160373002), and Home Depot (3820-174931). Gift certificates to the
above stores and financial donations will be accepted and greatly appreciated.
Providence House is unable to accept donations of used items.
As a second charity, ASMC will be collecting items for the VA Medical Center.
Items include books and magazines, warm socks, slippers, blankets, arts and
crafts items, and personal health care items such as toothpaste, toothbrushes,
soap, and shampoo. Monetary donations will also be accepted. If you are
interested in hands-on participation at the VA Medical Center, options are:
o
o
Read to patients.
Distribute arts and crafts items, clothing and personal health care items,
etc.
Transportation to the VA Medical Center will be provided on Tuesday, June 1, at
1300. Please check the box on the registration form if you plan to participate in
the community service event.
If you have any questions, please contact Sheila Jackson at 437-2953 or sheila.r.jackson@navy.mil
Return to table of contents
MEMBERSHIP CORNER
With Sheila Jackson at 437-2953 or sheila.r.jackson@navy.mil
I know you know San Diego Chapter has a lot of us. But do you know how many and what flavors?
By membership type . . .
Active (us working stiffs)
493
Lifetime (the “graybeards”)
14
Corporate (business that play with us)
13
Associate (“interested,” but not Active)
0
Honorary (National must designate)
0
Total
520
The “Active” 493 break down this way:
NAVY
302
DFAS
64
Other DOD
57
MARINE CORPS
33
OTHER
30
ARMY
5
AIR FORCE
2
ASMC’s new members are the lifeblood of the society, nationally and locally. Please continue your
recruiting efforts. Recruit the most new members by March and win one of the following prizes:
1st prize - PDI 2004 Registration (Cleveland, Jun 1-4 June, 2004)
2nd prize - 2004 Accounting Day Registration
3rd prize - $25.00 cash
All new membership forms must be forwarded to ASMC National via Sheila Jackson, Administrative VicePresident by March 10, 2004. Prizes will be warded at the April chapter meeting/luncheon.
In addition to the chapter recognition, National ASMC rewards the top recruiters of the year. We want to
make sure our top chapter recruiter is nominated. Keep pushing! Thanks for all the support.
Retired Members
Don’t discontinue your ASMC membership just because you are retiring. Active and retired members have
the opportunity to continue their professional development in Military Comptrollership. Major benefits
include continuation of the camaraderie and friendship of your former colleagues, professional education
and development, and networking.
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*
*
Swearing in the New ASMC San Diego Executive Board.
Pictured from left to right; Capt David H. Grundies, retired (Past President), Mr. Edgar Deguzman,
Treasurer, Mrs. Debbie Wignall, Secretary, Mrs. Pamela Herman, National Representative, Ms.
Sheila Jackson, Administrative Vice-President, Mrs. Patricia Sanders, Executive Vice-President
(Lifetime member), CDR Gregory Martin, President.
Swearing in the New ASMC San Diego Executive Board.
Pictured from left to right; Former President Capt David H. Grundies, (ret) swearing in
Officers Mr. Edgar Deguzman, Treasurer, Mrs. Debbie Wignall, Secretary, Mrs. Pamela
Herman, National Representative, Ms. Sheila Jackson, Administrative Vice-President, Mrs.
Patricia Sanders, Executive Vice-President (Lifetime member), CDR Gregory Martin,
President.
Honoring Lifetime & Retired Members. Pictured from left to right; Ms.
Maureen C. Colgan, Lifetime member, Mrs. MaryAnn Hechonova, Retired member, Mrs.
Joan E. McMahon, Retired member, Col Joseph F. Mullane, Jr. (retired), Retired member,
Master Chief, Robert Woodin (retired), Retired member.
Annual Toys For Tots Christmas Luncheon. From left to right: Sgt Shawa L. Waterhouse, Mrs.
Pamela Herman, Mrs. Sherry Major, Mrs. Nanette Gutierrez, Ms. Sheila Jackson, Lt Col Steven A.
Crescini, CDR Gregory Martin, Ms. Pamela S. Alderman, Mrs. Patricia Sanders, Mrs. Debbie
Wignall. (The pictured Marine Corps members are from the Reserve Support Unit of Expeditionary
Warfare Training Group, Pacific)
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With your CDFM Coordinator, Kim Goodlet
Now that I have my CDFM designation, how do I keep it?
This designation like so many others (CPA, CFE, CMA, CCE/A, CGFM, CIA, DAWIA, etc)
require Continuing Professional Education (CPE) unit to keep the certification current. The
requirement for each is different – usually ranging between 20 and 40 hours units annually.
The good thing is that if you hold more than one certification, a CPE unit for one designation
can be applied to another, e.g. those 5 hours from the Mini PDI support your CDFM and your
DAWIA designations.
CDFM requires 80 hours of CPE every 2 years to maintain the certification.
Certification holders will receive a renewal notice from the ASMC at the end of each
renewal cycle. Each individual should look for opportunities of appropriate CPE, complete
programs and activities, document the hours, and monitoring own progress. The best way to
document CPE units is to keep a log with supporting materials for proof. For example, if you
attended professional luncheon with a guest speaker and listened the speech on Defense
financial management topics or related subjects, document this event to receive CPE units.
Carrying over extra CPE to the next period is not permitted. When your cert reaches its
renewal window, National will ask you self-certify, meaning you state that you do have 80
hours of CPE units. You must have supporting documents for the number of units you are
certifying. ASMC will randomly audit 10% of CDFM renewals to verify the documentation.
There will be a three-month grace period to complete 80 hours if you didn’t quite get there
in time. After the grace period the Certification Commission will suspend the certificate of
anyone failing to meet the CPE requirement.
Individuals should maintain records for at least two years after re-certification. Like any
other practice, be aware of the requirements and document the activities or training you
have completed will do the job. If you have any further questions on criteria for CPE units,
please let me know.
There is CDFM review course at MCRD from March 15- 19. If you are interested in getting
on stand by list (if there is no show on the date of training starts, you may get in) please let
me know (kim.goodlett@dfas.mil).
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ACCOUNTING DAY
May 12, 2004
Mark your calendars for this year’s Accounting Day. This year’s event will be held at a
new location. Sessions will be broken down into 3 tracks to include Accounting and
Auditing, Technical and Personal Development. This event is tailored to these fields,
and if you have any favorite speakers or vendors you would like to see, please contact
me and I will take your ideas to the next Accounting Day meeting. This all day event is
always fun and informative, blending the private and government sector. It’s always
interesting to see how our local businesses are doing and see where our city is headed
financially.
Location: Town and Country Mission Valley, Hotel Circle North, San Diego
Registration Fee: $115
Late Fee $125 (postmarked after April 25)
POC: Cecilia Trinidad @ (619) 521-4163
Vendor Fee: $350
POC: Mary Werner (760) 603-9192
Accounting Day Website (http://www.accountingday.org) is not up yet. When it is, I will
send a message out to everyone. Direct any questions to Sherry Major (619) 5321109/sherry.major@navy.mil or major.sherry@cnrsw.navy.mil
EARN 7 HOURS OF CONTINUING EDUCATION !!
SCHEDULE:
0745 - 0830
0830 - 0920
0930 - 1220
1230 - 1335
1345 - 1635
1645
REGISTRATION, CONTINENTAL BREAKFAST, VISIT EXHIBITORS
KEYNOTE ADDRESS: HERBERT GREENBERG
CONCURRENT SESSIONS
LUNCH
CONCURRENT SESSIONS
GIFTS, DRAWINGS AND PRIZES
Make check payable to "Accounting Day Association” and mail to:
Cecilia Trinidad
Accounting Day Association
P.O. Box 1377
Bonita, CA 91908-1377
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ASMC SAN DIEGO WEBSITE
The chapter web site is up but not ready for prime time.
http://asmcsandiego.org/index.php
The Chapter’s new web page is open for viewing as the technician works out the details of
its capabilities. Most of the content is dummy information to test the site so don’t get
excited when you don’t recognize the faces.
With its inauguration, the page will take a more prominent role in communicating
information with the membership and interested parties. The site will have a member’s
registration feature that will be important for three reasons:
1. We will know how to reach you. You register and keep the chapter informed of
changes to contact information so we will always know how to reach you or get
information to you.
2. The email information in your registration will allow the chapter to send you a very
short note advising about posting to the web site – such as a new newsletter (which
will no longer be distributed as an email attachment), photographs or upcoming
events. No more 10 Meg emails!
3. Registration will also allow you to let us know your level of active participation –
what functional areas, official positions, etc in which you may be interested.
For the security-minded, only a few registration fields are required and the registration
information will live behind a firewall and be password protected – with access limited to
the webmaster and some of the Chapter officials. Keep an eye on the egg – it is almost
ready to hatch!
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February 18, 2004
Luncheon
Last month’s luncheon meeting was a bit of a mold-breaker for many reasons –
reasons, I hope, that sat well with you. Let me know what you think
(gregory.martin@navy.mil)
 The “two-fer” program: out from Washington Mr. Charlie Nemfakos, former
Deputy Undersecretary of the Navy (Financial Management and
Comptroller), who spoke and answered questions on transformation of
financial management, taking us from the way it was 40 years ago to the way
it is today and the way it could be tomorrow. USMC Colonel John Pomfret,
who commanded the 1800 marines of the Combat Support Service Group 11
in Iraq last year, took us through campaign tactics and events of the Marine
Corps war in Iraq – through photographs, experiences and anecdotes. By
accounts, both were well received.
 We tried the Fleet ASW Catering and Conference Center as a new venue.
 We raised more than $120 for the scholarship fund in a 50/50 raffle.
 As an aside, attendance was around 130 – about double recent attendance
numbers. Unfortunately, the chapter has to suck up about $60 because of the
RSVP’s who didn’t show. When the Chapter submits a number based on
your RSVP, it guarantees the purchase of the meal. I don’t want to submit a
low number, but I am open to suggestions . . . what should I do about the noshows?
NEWS from NATIONAL
Extension to National’s Continuing Education Grant Application
due date
The Chapter President received this note from National a few days ago:
The National Awards committee has extended the deadline for Members Continuing
Education Grants to March 31. Please encourage your members to submit
applications. The application can be found here:
http://www.asmconline.org/national/nationalawards.shtml
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San Diego Chapter’s Chapter Grant
Program
The inaugural run of the San Diego Chapter’s Chapter Grant Program was very
successful. To tickle your memory, the Chapter elected to award $1500 grants to
three active and engaged ASMC chapters that needed the money, and had good
uses for it. After reviewing thirteen applications in January, the voting members
of the Executive Board selected the following based on a balance of need (how
much money does the chapter have over time) and purpose. We also gave
consideration to supporting chapters that do community and other good work and
try to support themselves – we wanted to “helps them that helps themselves.”
 Coastal Georgia – which will use the money for member education and
CDFM preparation
 Elmendorf Alaska chapter – which will use the money to help bring the
chapter out of a period of dormancy and for member education
 White Sands New Mexico – which will use the money to create a living
monument to first native American woman killed in combat – soldier Lori
Peistewa, an Arizona Hopi
The money is headed to their accounts, and the chapters will keep us apprised of
their spending the gift from the Southernmost California Chapter.
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Vacancies in the next election!
NEWS FLASH!!! No elected incumbent will run for reelection this year! For many reasons – to focus on
National PDI ’06, retiring from active duty, to make room for new blood - all six elected officer positions
are up for grabs! So many members expressed interest into joining the leadership ranks for personal and
professional reasons – the time is at hand! If you are interested in any position and want to take it for a test
drive, become a shadow. Contact the Chapter President or the holder of your interested position to get the
lowdown and to help with the duties – be an informed candidate when the Nominating Committee comes aknockin’ in the Summer!
Here are they:
President
 Provides general leadership and oversees all activities
 Calls and officiates meetings
 Reports activities to the membership
 One-year term as a non-voting member of the Executive Board
Executive Vice President
 Assumes duties of the President in his/her absence.
 Develops program plans for the year
 “Owns” the luncheons
 One year term as a voting member of the Executive Board
Administrative Vice President
 Is primarily the Membership czar
o Conducts programs and activities to increase membership
o Maintains membership roster and validates it with national
 Coordinates Charity Award program
 One year term as a voting member of the Executive Board
Treasurer
 The Chapter’s banker
o Custody of funds and provides prior approval of expenditures
o Maintains bank account and financial audit trails
 Prepares for annual financial report for audit and submission to National
 Two year term as a voting member of the Executive Board
Secretary
 Chapter Historian
 Maintains administrative records and chapter post office box
 Coordinates Chapter Scholarship Program
 One year term as a voting member of the Executive Board
National Representative
 Administers 5-Star Chapter Competition Program
 Coordinates PDI Chapter Fair Booth
 Ad hoc duties related to National
 One year term as a voting member of the Executive Board
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SAN DIEGO CHAPTER
AMERICAN SOCIETY OF MILITARY COMPTROLLERS
Invites you to attend its
April Luncheon
Date: Thursday, 1 April 2004
Time: 11:30 a.m. – 1300/1330
Place: Tom Ham’s Lighthouse, Harbor Island
Buffet Lunch: Virginia Baked Ham, Fried Chicken, Pasta Alfredo served
with salad bar, red potatoes and vegetable
Service begins promptly at 1130
Members: $14.00
Non-Members: $16.00
PROGRAM
1. Consolidating Commands, Operationally and Financially.
Presentations by:
RADM William Kowba, Supply Corps – Commander, COMFISCS. RDML
Kowba is the first commander of COMFISCS, which stood up July 2003 and brought six
Fleet Industrial Supply Centers under one lead FISC
Ms. Chachi Gorman, Comptroller, COMFISCS
2. General Membership meeting to vote on changes to the
chapter Constitution and By-Laws. Changes require
majority approval of a quorum; with membership at
nearly 500, a quorum is just under 250 members. Specific
proposals will be published in March. *
*****
Deadline for reservations: 1530, Monday, 29 March 2004. Make reservations and pay through your
command representative. Command representatives: FAX reservation sheet to: Pat Sanders, 545-9246.
Include command, names of persons attending, status (member/non-member) and phone number of person
making reservations. Don’t forget to provide the meal choices! (If unable to provide info via fax, call Pat
Sanders at 545-9863 or e-mail to prsande@nsgasd.navy.mil.
If no command rep, individual reservations may be submitted to the above numbers, include
command, name of person attending, member or non-member, and phone number.
* See the next page for more information
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General Membership Meeting
The April 1 luncheon will also serve as a general membership meeting, something the
chapter hasn’t called in a very long time (beyond my memory) Why a general meeting? Our
Constitution requires a general vote for certain things and you need to vote on some
proposed procedural and organizational changes to the Constitution – nothing radical; just
modernization such as allowing electronic voting. You will receive the proposed changed
before April 1st with sufficient time to review them. Here is the rub:

Changes require approval of a simple majority of a quorum; the chapter is about 500
strong (did you know that?) so a quorum is about 250.

If a quorum is not present or has not provided a proxy, a vote cannot be taken. In this
case, I will announce that the number of attendees or proxies provided at the next
call for a membership vote will constitute a quorum, regardless of the number.

I will distribute the document with the proposed changes a couple weeks before the
meeting, with instructions on how to provide a proxy if you can not attend the
meeting.
April First. Come. Or Proxy. Vote.
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The Executives
Elected Officers
For 2003/2004
POSITION TITLE
PRESIDENT
EXECUTIVE VICE
PRESIDENT
OFFICER NAME
TREASURER
NATIONAL
CHAPTER REP
DSN
CDR GREGORY 619-524524
MARTIN
7252
PATRICIA
619-545735
SANDERS
9863
ADMINISTRATIVE SHEILA
VICE PRESIDENT JACKSON
SECRETARY
COML #
DEBBIE
WIGNALL
EDGAR
DEGUZMAN
PAMELA
HERMAN
FAX
619-5247319
619-5459246
619-437577
2953
619-4373872
619-556526
2273
858-616669
5096
619-556526
2304
619-5562294
858-6165670
619-5562294
E-MAIL ADDRESS
gregory.martin@navy.mil
prsande@nsgasd.navy.mil
jackson.sheila@ewtgpac.navy.mil
Deborah.Wignall@navy.mil
edgar.deguzman@dfas.mil
Pamela.Herman@navy.mil
Appointed Officers
NEWSLETTER
BETTY
PADGETT
619-532522
3722
619-5321048
betty.padgett@navy.mil
INFORMATION
TECH
Vacant
PHOTOGRAPHER AL PARRA
619-553553
0785
619-5539014
alberto.parra@navy.mil
ACCOUNTING DAY
SHERRY
/AWARDS/SPECIAL
MAJOR
EVENTS
619-532522
1109
619-5321184
sherry.major@navy.mil
CDFM
COORDINATOR
Kim Goodlet
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SWOT Analysis and Notes
(The following 4 pages)
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SWOT
Strengths
An internal positive aspect that
is under control and upon which
we may capitalize in planning
Weaknesses
An internal negative aspect
which is under our control and
which we may plan to improve.
Opportunities
A positive external condition
which we do not control but
which we can plan to take
advantage.
Threats
A negative external condition
that we do not control but effect
of which we may be able to
lessen.
1. Large membership/geographic area.
-Diverse membership/industry
-Training provided by membership for CE units
2. Numerous Commands in area.
3. Financially healthy.
4. Active participant in 3 day national seminar (PDI’s)
5. Hosting PDI – Professional Develop Institute May 06
6. 21 Apr 04 mini PDI/maybe again in 2005
7. Toys for Tots –annual drive
8. Members w/ backgrounds in financial management.
9. Corporate knowledge; past chapter experience.
10. Accounting Day
11. Member recognition for specific issue and honor past members
1. Elec. officials schedules are difficult to coordinate for meetings.
2. President out of country most of last year.
3. Communications
4. Stagnate, no goals development.
5. Status quo
6. Elec. Officials unable to attend meetings at last minute.
7. Corporate knowledge (old habits?)
8. Members not feeling a part of the “group”.
9. Lack of communications from membership
10. Members seem to have no interest.
11. Demand on members time
12. Command rep infrastructure
13. Lack of commitment by general membership
14. Improve chapter scholarship program
15. Charity program
16. Lack of formal package/orientation program/publicizing/CE
1. Varied backgrounds of members.
2. Web site development
3. Change venue of meetings
4. General membership willing to participate, if asked.
5. Life time membership holding office
6. Diverse commands in the area of financial management.
7. Networking for personal advancement.
8. National level competition , individual & chapter level
(process/Air Force).
9. Linkage btwn members and all resources within the community
1. No value to membership
2. Members not renewing membership
3. New president
4. BRAC & membership
5. Command RIF/VSIP/VERA; downsizing the workforce.
6. Lack of command support (time/funds for training).
7. Realignments of commands.
Circle of Influence Circle of Control
STRATEGIC PLANNING CONFERENCE
FEBRUARY 6,2004
ATTENDEES:
CDR GREGORY MARTIN
SHEILA JACKSON
DEBBIE WIGNALL
EDGAR DEGUZMAN
PAMELA HERMAN
SHERRY MAJORS
AL PARRA
NANETTE GUTIERREZ
SANDY DUBIN (Command Rep)
JANE SUMABAT (Mini PDI Chairwoman)
JOHN BUNNEL
TINA TSUBAKIHARA (Booz, Allen, Hamilton)
SHERRY REIGNER
RECAP OF THE CONFERENCE
1. Sherry Reigner, our facilitator, started the meeting with her opening remarks. Sherry is from PWC SD
2. Each attendees introduced themselves to her and to the rest of people present. Each of us came out
with what expectations we want to achieve at the end of this planning.
Desired outcome :
a. identify future goals and objectives
b. membership involvement (assists on various official positions)
c. command involvement from top management
d. define purpose/process development
e. encourage involvement---how/take something back to the command
f. create activities that members can participate/ involve
g. target new members
h. wants to have stronger cohesion of elected officials that can plan for us and reach out to
members
3. The purpose of this planning was to come out with solutions/ ways how the chapter leaders regain their
focus on their leadership roles.
4. Discussions on numerous changes taking place within DOD and other agencies that affect local
chapter (ASMC San Diego). These changes are:
a. budget cuts
b. combining organizations
c. realignment/consolidation
d. reduction in personnel
e. no time for enrichment
f. low attendance at lucheons meeting
g. no upper management involvement
h. retirement
I. maturing membership
5. Discussions on the S.W.O.T. matrix
6. Each of the SWOT strategies were prioritized and categorized as follows:
*** organization
*** communication
*** executive board
*** program
*** membership
7. Participants cast votes to prioritize the catagories in terms of areas needing the most attention
8. Top three were: organization, communication and executive board.
9. Participants broke into groups to "attack" the three.
Organization: Parra, Majors, Dubin, Sumabat
Communication: Martin, Tsubakihara, Jackson
Executive board: Gutierrez, Bunnell, DeGuzman
10. Each group was asked to develop a goal statement, identify list of focused deliverables, benefits,
obtacles/challenges and recommendations for implemetations.
11. Presentation of the groups:
11a. Organization
Goal Statem ent: To form alize the process for the com m and representative to understand
their roles and responsibilities w ithin the organization.
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Command representative roles are:
first link between chapter and command
distribute information to and from ASMC (internal/external)
initiate new membership (internal/external)
engage current/past membership
engage/communicate with management for support
maintain member POC information listing
attend quarterly command representative meetings
communicate with command representative
Task
Draft apptmt letter
Develop PD
Develop excel form
ID Cmd Rep
ID members of CMD
Provide new mbr pkg
Web site
Action
Exec/Spec Events
Exec/Spec Events
Exec/Spec Events
Sheila/Betty
Cmd rep
CR
President
Due Date
2/17/2004
2/17/2004
2/17/2004
2/17/2004
2/27/2004
Exec Brd
ongoing
Benefits
more effective if recognition by chapter
knowledge of expectations
structured distribution list
knowledge of who are the representatives
improved master distribution list
information sharing/vision of chapter
11b Executive Board
Goal Statem ent: Maxim ize leadership opportunities through m em bership.
Focused Deliverables:
>>> be able to meet on regular basis
>>> break the status quo
>>> development of mentoring program into board position
Benefits:
>>> long term viability of the chapter (500 current members, $4 goes back to chapter)
Obtacles/Challenges
>>> how do we overcome resistance to change
>>> same position held by same person year after year
>>> getting the board to energize its members to challenge themselves
>>> unable to attend meetings
Recommendations
>>> Mentoring program
>>> play musical chair
>>> review and enhance roles and responsibilities
>>> schedule meetings before or after work hours
>>> communicate to general members value of the organization
>>> annual strategic meetings for follow-up and discussion of new strategies
11c. Communication
Introductory/reintroductory and continuing communications will all categories of membership
>>>
Website
#
to become the primary means of sharing information between leadership and members
#
Site is under construction and will be available for member access in March
#
Significant feature will be member-registration function, to be the means of sharing information
>>>
Road Show
#
Dev a road show to take to commands that are less then fully supportive of ASMC/staff's participation
1 Create the Presentation Team
2 Create the presentation
3 ID target recipients
4 Schedule and present
>>>
Newsletter
#
A complete rework of the Newsletter, including migration to distrubution throught the web site
1 Create Newsletter Team
2 Review and recommend changes
3 Present to Board for approval
4 Implement changes
>>>
Information Packages
#
For new, current, lapsed, retired general members. For Corporate members
#
Some are Welcome Aboard, some Welcome Back, some invitations to join
1 Create the Package Team
2 Build the packages, tailored to recipients groupings, e.g. Welcome Aboard general member, Welcome
Back lapsed corp members
3 ID target recipients
4 Distribute and measure effectiveness of campaign
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