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SME Chapters & Tech Groups Best Practices 5Ws and HOW!

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Fundraising Member Unit Technical Programs Member Recruitment/Retention K-College Activities Member Unit Management Member Communications Miscellaneous

What:

Success Story: Developed a comprehensive strategic plan considering the manufacturing opportunities in the area to achieve long-term goals, mission and vision through specific measurable action-orientated short term goals. Practice to Follow: Considering the current involvement, activities and finances of the chapter, the manufacturing opportunities in the area and developing a mission and vision statement with all members is crucial to creating a comprehensive strategic plan that will help the chapter achieve its mission and vision.

When:

Success Story: Developed the comprehensive plan in 2013 and refreshed it in 2014. Practice to Follow: The team needs to sit together to decide the mission, vision and the long term goals initially for the committee to develop the strategic plan. The crucial activity to stay on top of the strategic plan, continuously monitor the performance of the chapter per quarter with the board members to see where we stand against the specific measurable short term goals which will help the chapter reach long-term goals.

Where:

Success Story: Monthly board meeting of the Greater Charleston Chapter 430. Practice to Follow: It is good practice to ensure that all the events and activities that the chapter does lines up with the specific short term goals, which will in turn line up with long-term goals and hence the mission and vision. Anytime any activity or event is planned in the monthly board meetings, the team thinks about how this lines up against our overall goals.

Why:

Success Story: To become the premier source for manufacturing knowledge, education and networking in the Greater Charleston, South Carolina region. Practice to Follow: When planning any event/workshop/seminar always ask the question how this event will help the chapter become the premier source of manufacturing knowledge, education and networking in the greater Charleston area.

Who:

Success Story: Dick Tiano - Chapter Chair John Oldham - Chair-Elect Kevin Beers - Treasurer Naren Sooriyaprabha - Strategic Planning Committee Chairman Practice to Follow: The strategic plan and the goals must be something the entire team desires and shares so always get participation from the

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entire team while developing and executing the strategic plan.

HOW:

Success Story: Team involvement in establishing strategy and executing plans is important. Understanding headquarters award system is a must. Because we developed a strategic plan, continued updating the plan and following the plan the chapter showed continued improvement. Chapter 430 was a Bronze awardee in 2011, a Silver awardee in 2012 and a Platinum awardee in 2013. Practice to Follow: Plan long term in establishing goals for the organization and ensure the whole team is involved in creating targets; this will help the team in implementing all the specific short term goals.

Links and Documents:

Strategy -v2.pptx Strategic Plan 2013.docx

Strategic Plan 2014.docx

Chapter overall

2012_2013_2014 Scor Suggestions for improvement:

i) Always ask for support if you need clarifications regarding the current status of manufacturing in the geographical area. There might be a lot of available resources available.

ii) Analyze current involvement of the chapter members by looking at data of the participants by type of events.

iii) Work closely with the treasurer and review budgets to see the financial standings of the chapter to develop long-term, sustainable financial goals.

Big Ah Ha Moment?

When the team looked at the overall manufacturing opportunities in the area and tied it back to the specific mission and vision statement, it was eye opening to see where we needed to prioritize resources and what the opportunities for improvement were. Once prioritization was done, and we started reviewing our chapter’s specific goals with that of the organization’s (Headquarters’) goal, our scores improved, and we have been recognized as a platinum chapter.

Communities), Tech Group(s) & Chapter(s)

Greater Charleston Chapter 430

Non-SME Partnering Groups

N/A

Notes:

Prepared by : Narendran Sooriyaprabha Position : Strategic Planning Chairman Date : 09/13/2014 Contact information : tsnarendran@yahoo.com Chapter Chairman : Dick Tiano tiano@scra.org 843-509-6010

Naren S

Membership

Funds

Sponsorship

Certification

Core Brand Image

Facility

Tours

Seminars/

Workshop

Networking

Community Involvement

Fun Events

Events

Membership

Brand Image

Sponsorship

S.No Categories Direct/Indirect

1 Membership Direct

2 Certification Direct

3 Facility tours Direct

4 Seminars/Workshop Direct

5 Networking Direct

6 Community Involvement Direct

7 Fun events Direct

8 Funds Indirect

9 Sponsorship Indirect

10 Brand Image Indirect

11 Core Indirect

Weight Score Events Brand Image Core Sponsorship Output

Categories 8 9 10 7

Membership 9 9 9 9 306

Facility tours 9 9 9 9 306

Seminars/Workshop 9 9 9 9 306

Community Involvement 1 9 6 9 212

Certification 3 9 9 1 202

Networking 3 6 6 6 180

Fun events 3 6 1 9 151

Create a brochure of “ What is in it for me” for members

Role Benefit

Students Opportunity to determine field

Operators and Associates Understanding more technical stuff

Technicians Opportunity to understand and gain contacts to move up the ladder

People job hunting Opportunity to meet with people who may have jobs

Manufacturing Engineers Opportunity to network and learn about other companies and benchmark

“Make it easier for the customer to buy”

List of companies in the area

Members exist in the company

Work with the members to send company wide e-mail

Work with members and their management to offer

incentives to join

Members do not exist in the company

Work with members to get contact in that company and then their

management to offer incentives to join

Determine list of companies available in the area

Determine list of companies that have SME members

Perform a survey of desired companies to tour from existing members • Create a top choice list from resulting survey

• Work with the specific plant management to create an annual or bi-annual plan for the

company

Create a list of companies that allow tours • Work with management to create a tour schedule at least 3 months in advance

List these companies in the “What is in it for me” for new members

With the company tour list and members list work with sponsors • Targeted marketing for products and services

• Sponsor to add new members from the company to SME

• Sponsor food

List of all possible seminars, workshop

and technical activities

Get a contact list of companies with new products that shall be launched targeting manufacturing engineers

ex: Solid Works, Pro E, AutoCAD

Perform a quick survey to determines specific topics of interest for

workshop/seminar

Determine free seminars/workshops that

can be organized for target audience

With the list of all available seminars/ workshop ;the board needs to prioritize based on the balance triangle ( Membership, Sponsorship, Brand Image)

Type of

Seminar/

Workshop External agency induced Member requested

Free seminars/

workshops

Sponsorship

Have the external agency

pay us money to host this.

Try to add our sponsors to

have banners/pay for food

Have our sponsors put up

banners/pay for food

Have our sponsors put

up banners/pay for

food

SME role

Get commitment from

specified number of

members to promise the

external agency.

Have the requested

members confirm (get a fee

for confirmation which will

then be repaid on attending)

Co-ordinate event and

improve brand image

Brainstorm and create a list of events that SME can support that

aligns with our core and brand image.

Prioritize and select events based on balance triangle

Work with the sponsors to pay for the event/banners/food or

donate money • Most companies have a budget for community involvement which we can

channel through us for such activities.

• Organizations such as Trident United Way have events for children that are

technical- we can partner with them to improve the brand image.

Increasing the number of members automatically increases the

probability of certification

Increased certification helps us gain members, improved brand

image as well as better visibility within SME

All events, seminars, workshops, community involvement and

fun events help network.

For dinner/meet up events try roping in sponsors for

banner/food/ sponsor the whole event

Plan fun events such as golf tournament, bowling

Try roping in sponsors for the whole event/specific days/sections as

desired in order to maximize benefits

Convert fun events as fund risers

• Once the list of events, seminars, workshops and members

are tentatively available create a brochure to be distributed to

sponsors.

• Create levels of sponsors

Type Benefits Cost

Yearly

Can have banners in all events, tours, workshops, fun events etc.

Can send a monthly newsletter if wanted. Logo can be put up in

the website at a prominent location

$50,000

Platinum Banner in 10 events per year but not in community involvement.

Website will have name listed

$30,000

Gold Banner in 5 events per year but not in community involvement. $15,000

Event specific Can sponsor food/specific event Varies

Need to work with sponsorship and marketing chair to fine tune it. Cost can be negotiated

Discussion

SME Greater Charleston Chapter 430 Strategic Plan 2013 - Naren

Mission Statement

The mission of SME Greater Charleston Chapter 430 is to acquire and distribute quality manufacturing knowledge among its members as well as the broader community resulting in increased interest and improved manufacturing skill base in the area

Vision Statement

Gain recognition as the premier source for manufacturing knowledge, education and networking in the Greater Charleston, South Carolina region

Goal 1: Knowledge

Advertise opportunities of professional development in general and specific communications avenues

Goal 2: Education

Develop a student committee to foster a strong link with Chapter 430 and gain undergraduate participation in the chapter.

Goal 3: Participation

Actively engage people and companies to encourage early participation with the chapter (Creating 2014 events in 2013 – based on inputs from members)

# Action Completion Timeline Person responsible Category Status 1 Continue collaborating with other

professional organizations 2013 Dick Tiano B Green

2 Tie up with STEM committees at schools in the Charleston area Q2 – 2013 Dick Tiano/Naren S C,D Green

3 Market SME at high school and colleges through brochures and stalls at STEM events

Q3 – 2013 Kevin Beers/Dick Tiano A,B,C,D

Yellow( SME chapter not

yet established

)

4 Create a brochure with all events in 2014 and send it to the companies in the area Q3-2013 Kevin Beers/Events? B

Red(No plan for 2014

yet)

# Action Completion Timeline Person responsible Category Status

1 Launch student committee at Trident Tech / Citadel Q4 – 2013 John B,C,D

Red(Not launched

yet)

# Action Completion Timeline Person responsible Category Status

1 Create list of companies in the area

Q2 -2013 Dick Tiano B Yellow(Dick working on

it)

2

Launch golf and bowling tournaments

Q2/Q3-2013 Names?? A,B

Yellow(Golf extremely successful bowling not

yet launched)

3 Determine members and contacts in all companies Q2/Q3-2013 Board and all members B,C Yellow(Not

fully done)

4 Create survey to get inputs on interests in tours, workshops and seminars both to Q3 – 2013 Kevin Beers B Red( Survey

not yet

SME Greater Charleston Chapter 430 Strategic Plan 2013 - Naren

Goal 4: Brand

Communicate more effectively to co-workers the benefits of participating in SME

Goal 5: Knowledge Delivery

Learn tips from Local chapters such as ASME or ASQ to encourage and maintain participation (Shadow/Attend Meetings) – Category B (Status: Green – continuous benchmarking being done)

Goal 6: Obtain Silver Award Achieve two of the following:

• Communication to members and the community through passive (up-to-date website or social media page) and active means (email blasts, bulletins, phone calls) – maintain website, create social media presence through Facebook, LinkedIn and Twitter (James Zhang) - Q3-2013 – Category B(Green)

• Merit, such as submitting a best practice and net membership numbers – Best practice for strategic plan - (Naren S ) - Q2 -2013 – Category D (Green Submitted for website already)

• Professional development, which includes not simply the number and quality of meetings held by the chapter, but how leaders are developed to continue the work of the chapter (Yellow- work being done but process needs to be established)

• Advancement of manufacturing, including interaction with other chapters and community outreach (Green)

Long-Term Goals

• Gain a local Company’s Director/Executive as a chapter member – Category C (Red - No plan in place)

members and companies in the area sent)

5

Talk to all companies to increase membership after creating brochure Q4-2013(during

membership drive; after event list for 2014

finalized)

Events chair B,C

Yellow(Being done ad hoc no

process in place)

6

Based on inputs of surveys create schedule for 2014 while working with companies Q4-2013 (before

membership drive) Kevin/Events chair? B,C

Red( Survey not sent so this task not done)

# Action Completion Timeline Person responsible Category Status

1

Work with companies in the area for community involvement from a technical perspective Q4 – 2013 Dick Tiano? C

Yellow (Work done on ad hoc basis no specific plan)

2

Work with companies for creating sponsorship and levels for 2014

Q4-2013 (after event calendar for 2014 is

created) Kevin/Events chair? B,C

Red (Other than

golf no other

sponsorship avenues

determined)

SME Greater Charleston Chapter 430 Strategic Plan 2013 - Naren

• Designate a focus to attend various national meetings and conferences and report information back to the chapter – Category A,B (Green)

• Participate in local community volunteering opportunities – 2013- 2014 – Category C (Yellow – Being done ad hoc)

• Create a strong sponsorship base for SME – Category B (Red – No plan in place) • Assist a chapter member publish a technical paper – Category D (Red – No work being

done) • Achieve Gold Award then Platinum the following year (Green – On track towards

platinum chapter) Committee Follow-up:

• A chapter member is participating with the Citadel Mechanical Engineering program as a board member to assist creating the school’s syllabus for the new engineering program

• Work with committees to create links with co-workers through social networks Appendix: Legend for alphabets

A Professional development, which includes not simply the number and quality of meetings held by the chapter, but how leaders are developed to continue the work of the chapter

B Communication to members and the community through passive (up-to-date website or social media page) and active means (email blasts, bulletins, phone calls)

C Advancement of manufacturing, including interaction with other chapters and community outreach

D Exceptional Merit, such as submitting a best practice and net membership numbers

SME Greater Charleston Chapter 430 Strategic Plan 2014 Mission Statement

Gain recognition as the premier source for manufacturing knowledge, education and networking in the Greater Charleston, South Carolina region. We intend to be the primary conduit for bridging the knowledge gap and desire among Charleston area youth for fulfilling careers in manufacturing. Vision Statement

To acquire and distribute quality manufacturing knowledge among its members as well as the broader community resulting in increased interest and improved manufacturing skill base in the area. We also desire to support our Charleston area youth in their knowledge and awareness of manufacturing as a viable career option. Goal 1: Knowledge

Advertise opportunities of professional development in general and specific communications avenues

Goal 2: Education

Develop a student committee to foster a strong link with Chapter 430 and gain undergraduate participation in the chapter.

Goal 3: Participation

Actively engage people and companies to encourage early participation with the chapter (Creating 2014 events in 2013 – based on inputs from members)

# Action Completion Timeline Person responsible 1 Continue collaborating with other

professional organizations 2014 Dick Tiano

2 Tie up with STEM committees at schools in the Charleston area Q3 – 2014 Dick Tiano/Naren S

3 Market SME at high school and colleges through brochures and stalls at STEM events

Q4 – 2014 Kevin Beers/Dick Tiano

4 Create a brochure with all events in 2015 and send it to the companies in the area Q4-2014 Nate Andrews/Dick Tiano

# Action Completion Timeline Person responsible 1 Support and grow the student chapter at

Clemson University On-going Tiano

2 Start a student chapter at USC and Citadel Q4-2014 Tiano

# Action Completion Timeline Person responsible 1 Create list of companies in the area Q3 -2014 John Oldham 2 Launch golf event Q2-2014 Kevin Beers

3 Determine members and contacts in all companies Q2/Q3-2014 Board and all members

4 Create survey to get inputs on interests in tours, workshops and seminars both to members and companies in the area

Q3 – 2014 Kevin Beers

5 Talk to all companies to increase membership after creating brochure

Q4-2014(during membership drive; after event list for 2015 finalized) Nate Andrews

SME Greater Charleston Chapter 430 Strategic Plan 2014

Goal 4: Brand

Communicate more effectively to co-workers the benefits of participating in SME

Goal 5: Knowledge Delivery

Learn tips from Local chapters such as ASME or ASQ to encourage and maintain participation (Shadow/Attend Meetings)

Goal 6: Obtain at least Gold Award Achieve three of the following:

• Communication to members and the community through passive (up-to-date website or social media page) and active means (email blasts, bulletins, phone calls) – maintain website, create social media presence through Facebook, LinkedIn and Twitter (James Zhang) - Q3-2014

• Merit, such as submitting a best practice and net membership numbers – Best practice for strategic plan - (Naren S ) – Q3 -2014

• Professional development, which includes not simply the number and quality of meetings held by the chapter, but how leaders are developed to continue the work of the chapter – Q4-2014

• Advancement of manufacturing, including interaction with other chapters and community outreach – Q4-2014

Long-Term Goals

• Gain a local Company’s Director/Executive as a chapter member • Designate a focus to attend various national meetings and conferences and report

information back to the chapter • Participate in local community volunteering opportunities – 2014- 2015 • Create a strong sponsorship base for SME • Assist a chapter member publish a technical paper • Maintain Gold or Platinum Award status.

Committee Follow-up:

• Maintain a position at the Charleston Joint Engineers Counsel (CEJC) • Work with committees to create links with co-workers through social networks

6 Based on inputs of surveys create schedule for 2015 while working with companies Q4-2014 (before membership drive) John Oldham

# Action Completion Timeline Person responsible

1 Work with companies in the area for community involvement from a technical perspective

Q4 – 2014 Dick Tiano

2 Work with companies for creating sponsorship and levels for 2015

Q4-2014 (after event calendar for 2015 is created) Board Members

C430

AWARD STATUS 2012

Professional Development Award

8 events or moreL43 x 23 10

Does the Member Unit conduct Leadership Development/Mentoring?

H60x

Yes - On a constant basis within the team

Yes - On a constant basis within the team

Was the Member Unit represented at the Leadership Series?

H61x

Yes we sent one person to the leadership conference in Dearborn, MI

Yes we sent one person to the leadership conference in Atlanta, GA

Has the Member Unit developed a list of potential leaders or a succession plan?

H63x

We continue to develop new leaders and in 2014 we will move committee

chairs to board positions

We continue to develop new leaders and in 2014 we will move committee

chairs to board positions

Communications Award

Does the Member Unit use social networking sites? (ex: Facebook) H51

x Yes - Website and Linked InYes - Website, Linked In and plan to add

twitterDoes the Member Unit collaborate with other Member Units? H52

x Yes - Chapters 327, 107, 61 & 38 Yes Chapters 43, 107, 61

Does the Member Unit use Webinars as a communication tool?

H54no

We held a members meeting via a webinar to communicate our 2014

event calendar

Yes - will list the web meetings for the year

8 or more unique communications sentH56 =>8 x Yes - 45 unique communications Yes - 25 unique communications

Advancement of Manufacturing Award

Joint with other Organizations J43 = > 1 x Yes - ASME, AWS, ASQ, & SWE Yes - ASME, AWS, ASQ, CEJC & SWE

Joint w/SME Technical Community Network (TCN)

K43 = > 1

xYes - Material & Removal Community and Plastics, Composites & Coatings

Community

Yes 1. PLC Programming Introduction presented by the Automated Manufacturing & Assembly Community 2. Integration of Injection Molding Simulation for Optimizing & Troubleshooting Plastic Parts presented by the Plastics, Composites & Coatings Community

Have Member Unit activities been promoted in local media? (ex: newspaper) H96

x Yes Post & Couirer and Moultrie News Yes Post & Couirer and Moultrie News

Has the Member Unit supported community events? H97

xYes - Laing STEM Day, FLL District

competition and FLL State competition

Yes - FLL District competition. Boeing Engineering Week and ASQ Annual

Conference

2013 Score Status

2013 Score Status

2013 Score Status

2014 Status as of August

2014 Status as of August

2014 Status as of August

Exceptional Merit

Does the Member Unit have a Vision Statement? H15x Yes Yes

Does the Member Unit have a Mission Statement? H16 x Yes Yes

Does the Member Unit have a Strategic Plan? H17 x Yes Yes

Does the Member Unit use Webinars as a communication tool?

H54no We have completed 2 training webinars

Yes 1. Webinar on 3DPDF Work Instructions by ProStep

Has Member Unit submitted a Best Practice? H98 x Yes - 2 we have 3 in process

Minimum Funding This comes from the Master File

NGR = > 80% 122% Calculated by HQ Calculated by HQ

2013 Score Status 2014 Status as of August