APICS Board of Directors
Meeting Update
October 2015
APICS Vision and Mission
APICS Vision Statement
APICS—the world’s leading community for end-to-end supply
chain excellence.
APICS Mission
Fostering the advancement of end-to-end supply chain
management through a body of knowledge, innovative
research, systems and methods to create value for customers,
members and organizations.
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Topics
 Approved motions
 Financial update
 Strategic priorities
 AST&L merger update
 Q&A
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October BOD Meeting: Motions Approved
The Board approved the following motions:
 The appointment of Keith Connolly as the 2016 Audit
Committee Chair.
 APICS SCC Board resolution to:
– Amend the APICS SCC Bylaws
– Create an APICS SCC Board operating procedures
– Create an APICS SCC committee handbook and
– Provide notice of an action for October 2015, for the
APICS Board to approve the APICS SCC Board resolution
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Financial Update
YTD Aug-15 Results
$000s Omitted
YTD Aug-15
YTD Aug-15B
Variance
Favorable/
(Unfavorable)
Change
%
Revenue
16,540
17,934
(1,394)
(7.8%)
Operating
Expenses
17,659
19,349
1,690
8.7%
Net Operating
Loss
(1,119)
(1,415)
296
21.0%
(432)
0
(432)
n/a
(1,551)
(1,415)
(136)
(9.6%)
Unrealized
Gain/(loss)
Change in Net
Assets
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2016 Strategic Priorities
Strategic Priorities
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
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Workforce Development
Membership
Corporate
North American Channel
International
Millennial
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Workforce Development Strategy:
Career Partner
Support
Strengthen
Invest
Invest
Invest
High School
and
Skilled Labor
Early Career
Professionals
University
Students
Senior
Managers
Executives
Free student
membership
Assurance of
learning
exam
ASTL GLA
SCOR for
faculty
SCOR-P
Advanced
management
University
collaborations
APICS SCC
Exec Summit
Research
projects
Mid-Level
Managers
Provide
access
to content
Develop
career
materials
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CPIM
CSCP
Logistics
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Membership Strategy: Mass Customization
Operational Model: Use technology to help members achieve their goals
Starting my career
Finding a new job
What is your
PRIMARY
motivation for
being an APICS
member?
Enhancing my
value to my
current employer
Staying on top
of developments
in supply chain
Expanding my
professional
network
Participating in
APICS leadership
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Are you
certified?
Are you
certified?
No
Career Services
Certification
Yes
Career Services
No Certification
No
Professional Development
Certification
Yes
Professional Development
No Certification
Network and Lead
No Certification
Membership Strategy: Underway Now
 New application launched on
web.
 Apple and Android mobile apps
approved
 Activity tracking as an input
into one-to-one marketing and
mass customized membership
has begun
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North American Channel Strategy: In Flight
Strategy:
 Implement a multifaceted channel to
market, which ensures an ongoing
commitment to APICS North American
Chapters and the members they serve,
while capturing unmet market potential.
 Channel Partners (chapters) will be
incentivized based on their success in
meeting market and member needs.
 Implementation underway now
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If we can
improve access
to APICS
products and
services
Then we will
better serve the
needs of more
supply chain
professionals
And we will be
better at
achieving our
APICS vision and
mission
Corporate Strategy: Implementing Value
Proposition
Research,
benchmarking and
frameworks
Training, certification
and networking
APICS
Individuals
APICS Value
Proposition
APICS SCC
Corporate, Public Sector
and Academic Institutions
APICS delivers a total individual and corporate value proposition.
We help individuals achieve career development goals.
We help corporations achieve strategic supply chain goals.
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International Strategy – Focus on Key Markets
Prioritize
Established
Critical
Strategic
Growth
Europe, Middle East &
North Africa
North America
Central & South
America
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Sub-Saharan Africa
APAC, India & Australasia
Opportunistic
Millennial Strategy: Ensuring APICS Relevance
Focus on Millennial Customer Across Organization
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Increase awareness:
Fuel growth:
Enable differentiation:
Fuel growth:
Marketing goals
PD & Certification
Membership
Student Programs
2015 social impact
 FB +11%
 Twitter +11%
 LinkedIn +35%
 Instagram +86%
Launched blog
Expand online delivery
Launched online CPIM
test simulator
Launched LinkedIn Addto-profile
+13.7% Young
Professionals
Implement segmented
member strategy
Career coach program
+23.4% student
members
92.1% Student
engagement point goal
Ensure relevancy:
Ensure relevancy:
Ensure relevancy:
Ensure relevancy:
Conferences
APICS SCC
Channel
Technology
Continue student
programs
16% attendees 25 - 35
(Goal was 10%)
Website and blog
Launched App
Content consumption
strategy
Chapter website project
Digital brochure
Video case studies
Mobile-friendly email
templates in process
Preparing responsive
website plan
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AST&L Merger Update
People Advancing Supply Chain Today
•Buyer/Planner
•Materials Manager
•Master Planner
•Master Scheduler
•Demand Manager
•Forecaster
Source
•Procurement Mgr
•Procurement
Outsourcing Mgr
Plan
•Production
Manager
•Production
Scheduler
Make
Operations Manager
Manager
Operations
Supply Chain Manager
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•Customer Service
Manager
Deliver
•Distribution Mgr
•Transportation
Mgr
•Warehouse Mgr
•Reverse Logistics
Manager
Return
The Power of the AST&L Integration
 Supports APICS in becoming the premier end-to-end supply
chain association.
 Provides the knowledge base for us to serve one of the
fastest growing industries in the world.
 Extends the products and services APICS and our partners
provide in the marketplace.
 Allows our members and customers to continue to grow in
their careers.
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Excellent Reception from Industry and Media
The merger with AST&L was well received by the press
and in social media.
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Exciting News!
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Leadership Summit
Engaging the New Faces of APICS
Exciting News!
APICS will launch a logistics
certification in Q2 2016!
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Exciting News!
Introducing the
Certified in Logistics,
Transportation, and Distribution
(CLTD) designation.
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Summary
 The CLTD supersedes the AST&L CTL designation
 When complete it will be the premier logistics in the world
 Be globally relevant, not US-centric
 Reflect the most important and current knowledge, skills,
tasks, and abilities of target audience
 Fit well into APICS portfolio (CSCP, CPIM, SCOR-P, Principles)
 Leverage APICS and AST&L existing channels/partners is
essential for success
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New from APICS
Membership and
Marketing
NEW from Membership! APICS Membership App
Benefits accessible through members’
devices.
Download it today at
apics.org/membershipapp
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NEW from Marketing! APICS Brochure
 Provides an overview of APICS
 Customize the back cover with
your logo and unique message
 Digital PDF format for email
 Print via an online order portal
 Standard and A4 formats
Look for the October 2015 issue of
Leadership Central for more
information. A PDF of the standard
version is available on C-Box now.
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NEW from Marketing! APICS Case Studies and
Videos
Demonstrate the value and impact that
APICS education, training and
certification programs bring to supply
chain organizations.
•Ingersoll Rand (case study, video)
•GE Oil & Gas (case study, video)
•Intel (SCMR article)
•ExpressPoint (First SCOR case study)
•BASF (SCMR and APICS articles, video)
The GE Oil & Gas and BASF videos
will be played during general
sessions at APICS 2015.
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•Coming soon! McCormick & Co.
(First APICS + SCOR case study)
NEW from Marketing! Content Catalog
Comprehensive collection of written
content to guide partners in
developing marketing materials.
Content application examples:
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
Website pages

Sell sheets

Presentations

Campaigns

Blogs

Events

And more!
NEW from Marketing! APICS Chapter Website
Program
StarChapter to offer templated websites for APICS chapters
 Complete package
 Freedom within a on-brand framework
Program benefits
 Discounted pricing
 Content and image feeds
 Data Exchange
 Proven easy-to-use system
 New and existing StarChapter site options
Worth mentioning
 Not mandatory
 Some limitations
 More information coming soon!
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Sneak Peek!
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September 25 – 27, 2016
Washington DC
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Questions?
Thank You