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Conference Book

American Ladder Institute

Conference Book

Table of Contents Schedule of Events .............................................................................................. 1

Fall Conference Attendee List ...............................................................................2

2018 Board of Directors ........................................................................................3

Standards Committee Agenda/Minutes.................................... . ........................4-5

Standards Update ............................................................................................. 6-8

Outreach/PR Committee Agenda/Minutes............................................. . .........9-10

DVD Sales ...........................................................................................................11

Ladder Safety Training

Test Statistics ................................................................................................12

Video Statistics .............................................................................................13

Marketing Update .......................................................................................... 15-24

National Ladder Safety Month 2018 Wrap-up ............................................... 25-70

Boy Scouts of America - Ladder Safety Update .................................................. 71

National Ladder Safety Month 2019 .............................................................. 72-78

Citation Survey ............................................................................................. 79-110

Materials Supply Committee Agenda/Minutes.........................................111-112

General Business & Strategic Planning Committee Agenda/Minutes ..113-114

Nominating Committee ...................................................................................... 115

Types & Eligibility .......................................................................................116-117

Member List (Primary/Regular) ..................................................................118-119

Membership Dues Payment Update ................................................................ 120

YTD Financial Summary ........................................................................... 121-135

Strategic Plan Overview .................................................................................... 136

2018 Strategic Plan ................................................................................... 137-153

SWOT Analysis ......................................................................................... 154-155

Conference Committee Agenda/Minutes . . .................................................156-158

Associate Committee Agenda/Minutes .. ....................................................159-160

Event Flyer ........................................................................................................161

AMERICAN LADDER INSTITUTE 2018 FALL CONFERENCE

SHERATON GRAND HOTEL

NASHVILLE, TENNESSEE

SUNDAY, SEPTEMBER 30 - MONDAY, OCTOBER 1, 2018

SCHEDULE OF EVENTS

Sunday, September 30

3:00pm – 5:00pm Board of Director’s Meeting Studio 5A

6:00pm – 8:00pm Welcome Reception Broadway Kitchen

Monday, October 1 7:30am – 8:30am Continental Breakfast Studio 5B 8:30am – 9:00am Standards Committee/Product Liability Studio 5A 9:00am – 10:00am Outreach/Education Committee Studio 5A

10:00am – 10:30am Break 10:30am – 11:00am Material Supply Committee Studio 5A 11:00am – 12:00pm Speaker: Keith J. Apton, UBS Wealth Management Studio 5A ESOP’s and Tax Efficient Monetization Strategies 12:00pm – 1:00pm Lunch Studio 5B

1:00am – 2:15pm General Business Meeting/Strategic Planning Studio 5A

2:15pm – 2:25pm Conference Committee Studio 5A 2:25pm – 2:40am Associate Committee Studio 5A 5:30pm Meet in lobby for Associates Event 3rd and Lindsley

1

2018 Fall Conference Attendees September 30 - October 1, 2018Sheraton Grand Nashville DowntownNashville, Tennessee

LocationCompany American Ladder Institute Chicago, IL

Babcock Co. Kinston, NC

Batavia Services, Inc.

Kinston, NC

Seabrook, TX Seabrook, TX

Goshen Stamping Niles, IN

New England Ladder Co. Kings Park, NY

Little Giant Ladder Systems Springville, UT Springville, UT

Louisville Ladder Inc. Louisville, KY Louisville, KY

Lynn Ladder & Scaffolding Lynn, MA Lynn, MA

Strongwell Bristol, VA

Bristol, VA Bristol, VA

TRI-ARC Manufacturing Pittsburgh, PA Pittsburgh, PA

Tricam Industries Eden Prairie, MN Eden Prairie, MN Eden Prairie, MN

Valley Fastener Group Aurora, IL Aurora, IL Aurora, IL

Werner Company Greenville, PA

NamePam O'Brien

Marc McConnellWhitney McConnell

James VariscoJessica Varisco

Erik Kus

Richard Schwerer

Ryan MossVickie Moss

Tom SchmittAnn Schmitt

Alan KlineDarlene Kline

Todd BertholdKeith LiskeyBonnie Liskey

Ron SchwartzJosie Schwartz

Joe FoleyDennis Simpson Susan Simpson

Manny DeSantis Cheryl DeSantis Brian Prodoehl

Dave PlotnerTanya Barnett Greenville, PA

2

American Ladder Institute 2018 Board of Directors

OfficersPresident Ryan MossWing Enterprises, Inc. 1198 N. Spring Creek Pl. Springville, UT 84663Phone: [email protected] Term Expires 2018

Vice President Tom SchmittLouisville Ladder 7765 National TurnpikeLouisville, KY 40214Phone: [email protected] Term Expires 2018

Secretary/Treasurer Dave PlotnerWerner Co. 93 Wener RoadGreenville, PA 16125Phone: 724-588-5000 x [email protected] Term Expires 2018

Immediate Past President Ronald SchwartzTRI-ARC Manufacturing 390 Fountain StreetPittsburgh, PA 15238Phone: 412-826-8531 x [email protected]

DirectorsManny DeSantisValley Fastener Group 1490 Mitchell RoadAurora, IL 60605Phone: 630-9\[email protected] Term Expires 2018

Keith LiskeyStrongwell Corporation 400 Commonwealth AvenueBristol, BA 24203-0850Phone: [email protected] Term Expires 2019

Marc McConnellBauer Corporation PO Box 6219Kinston, NC 28501Phone: [email protected] Term Expires 2019

* Officers serve 3-year terms* Associates serve 3-year terms* All other Directors serve 4-year terms* Terms expire in the Fall of year noted

3

mailto:[email protected]







AMERICAN�LADDER�INSTITUTE�2018�FALL�CONFERENCE�STANDARDS�COMMITTEE�

MONDAY,�OCTOBER�1,�2018�8:30�am�to�9:00�am�

�Dave�Plotner,�Werner�Co.,�Chair�

�AGENDA�

�

I. Call�to�order��

II. Review/Approval�of�Spring�Conference�meeting�minutes��

III. 2018�YTD�Standards�Sales�Report��

IV. A14�Committee�activities�update�a. Standards��b. Label�Task�Force�

�V. New�business�

a. Next�A14�Committee�Meeting�Wednesday,�March�13,�2019��ALI�Headquarters�330�N�Wabash�Ave,�Chicago,�IL�

�VI. Adjournment�

��

�

�AMERICAN�LADDER�INSTITUTE�

STANDARDS�COMMITTEE�MISSION�STATEMENT�

�The�ALI�Standards�Committee�is�responsible�to�see�that�the�one�vote�the�ALI�has�on�A14�standards�is�representative�of�the�association’s�position�on�A14�issues,�and�to�keep�the�ALI�informed�of�communications�and�actions�of�various�groups�on�standards�related�issues.� These�groups�include�the�A14�committees,�subcommittees,�and�various�government�agencies.�

4

�AMERICAN�LADDER�INSTITUTE�2018�SPRING�CONFERENCE�STANDARDS�COMMITTEE��

MONDAY,�FEBRUARY�26,�2018�10:30�am�to�10:45�am��

�� Tom�Schmitt�–�Chair,�Louisville�Ladder�� Dave�Plotner,�Werner�Co.��

MINUTES��

I. The�meeting�was�called�to�order��

�II. Fall�Conference�meeting�minutes�were�approved,�unanimously.��

� ��III. 2017�yearͲend�standards�sales�were�reviewed.��

��IV. A14�Committee�activities�and�standards�revisions�were�discussed.��

�V. There�was�no�new�business�to�discuss.��

� �.��

VI. Meeting�was�adjourned.��

��

AMERICAN�LADDER�INSTITUTE�STANDARDS�COMMITTEE��MISSION�STATEMENT�

��The�ALI�Standards�Committee�is�responsible�to�see�that�the�one�vote�the�ALI�has�on�A14�standards�is�representative�of�the�association’s�position�on�A14�issues,�and�to�keep�the�ALI�informed�of�communications�and�actions�of�various�groups�on�standards�related�issues.��These�groups�include�the�A14�committees,�subcommittees,�and�various�government�agencies.�

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AMERICAN�LADDER�INSTITUTE�

2018�FALL�CONFERENCE�OUTREACH�/�PUBLIC�RELATIONS�COMMITTEE�

MONDAY,�OCTOBER�1,�2018�9:00�am�–�10:00�am�

�

�Keith�Liskey�–�Chair,�Strongwell�Corporation�Ron�Schwartz,�TriͲArc�Manufacturing�Manny�DeSantis,�Valley�Fastener�Group�

�AGENDA�

�I. Call�to�Order�

�II. Review/Approval�–�Spring�Conference�Meeting�minutes�

�III. LadderSafetyTraining.org�

�a. YTD�Activity�b. DVD�Sales�c. Single/Extension�Module�Review�d. 2018�Marketing�Efforts�

�IV. Marketing�Initiatives�

�a. General�ALI�Updates�b. National�Ladder�Safety�Month�Updates�

�V. Ladder�Safety�Training�and�Citations�Report�

�VI. New�Business�

�VII. Adjournment�

��

�

AMERICAN�LADDER�INSTITUTE�OUTREACH�/�PUBLIC�RELATIONS�COMMITTEE�

MISSION�STATEMENT��

� To�research�and�determine�public�relations�opportunities�for�ALI�to�feature�training�resources�� Decisions�based�on�best�use�of�financial resources

9

AMERICAN�LADDER�INSTITUTE�2018�SPRING�CONFERENCE�

OUTREACH�/�PUBLIC�RELATIONS�COMMITTEE�MONDAY,�FEBRUARY�26,�2018�

8:45�am�–�10:30�am��

�Keith�Liskey�–�Chair,�Strongwell�Corporation�Ron�Schwartz,�TriͲArc�Manufacturing�Manny�DeSantis,�Valley�Fastener�Group�

�MINUTES�

�

I. The�meeting�was�called�to�order.��

II. Fall�Conference�2017�meeting�minutes�were�approved.��

III. Projects�a. Laddersafetytraining.org�

i. 2017�data�was�reviewed.�ii. 2017�DVD�sales�were�reviewed.��

b. LST�Module�i. Budgeting�for�future�revisions�of�videos�was�discussed.��ii. Discussion�scheduled�for�Fall�Conference�2018�regarding�potential�

changes�and�updates�to�make�to�training�videos.��iii. SmithBucklin�team�to�gather�price�quotes�on�new�video�production.��

c. Marketing�&�National�Ladder�Safety�Month�Update�i. Discussion�regarding�current�members�sponsoring�2019�National�

Ladder�Safety�Month�to�be�continued�at�Fall�Conference�2018.��

�IV. There�was�no�new�business�to�discuss.��

��

V. Adjournment��

�

AMERICAN�LADDER�INSTITUTE�OUTREACH�/�PUBLIC�RELATIONS�COMMITTEE�


� To�research�and�determine�public�relations�opportunities�for�ALI�to�feature�training�resources�� Decisions�based�on�best�use�of�financial resources

10

American Ladder Institute DVD Sales

Breakdown by Course as of 31 August 2018

DVD Sales Comparison 2013 - 31 August 2018

Articulated Mobile Single/Extension Step Ladder

English 20 25 29 31

Spanish 4 4 7 7

Articulated Mobile Single/Extension Step Ladder

2013 37 45 52 60

2014 107 110 19 121

2015 53 56 72 76

2016 38 42 61 61

2017 34 52 68 85

2018 YTD 24 29 36 38

11

American Ladder Institute Ladder Safety Training

YTD User Registration Snapshot

Test Statistics

Trainees 9,677

Managers 1,179

Total 10,856

Spanish

Articulated Mobile Single/Extension Stepladder

Pass 117 108 161 175

Below 90 92 72 28 78

209 180 189 253

English

Articulated Mobile Single/Extension Stepladder

Pass 3,735 3,658 5,333 7,211

Below 90 2,255 2,615 2,140 1,547

5,990 6,273 7,473 8,758

12

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13

American Ladder Institute Ladder Safety Training

Watched Video Statistics

2018 YTD

5 Year Trends

Articulated MobileSingle/

Extension Stepladder

EnglishPassed (90 or higher) 3,735 3,658 5,333 7,211

Watched 3,962 3,661 5,405 7,523

SpanishPassed (90 or higher) 117 108 161 175

Watched 132 111 183 169

Articulated MobileSingle/

Extension Stepladder

2013 6,386 7,778 11,679 16,205

2014 8,466 10,387 15,839 20,092

2015 9,823 12,044 21,520 23,020

2016 5,327 5,245 10,101 12,738

2017 6,946 6,685 9,435 12,396

YTD 4,094 3,772 5,588 7,422

14

Overview�of�2019�Strategic�Marketing�Initiatives�and�Investments�Draft�Presented�at�the�Fall�2018�Board�Meeting�

� �

�

��*�New�activities�for�2019��

Program� Type�of�Marketing� Specific�Marketing�Initiatives� Subtotal�by�Program�

�

110�

Strategic/Management�

Marketing�Plan�

$9,650��

MCS�Staff�Time:�$8,850�

Design:�$800�

Management�Meetings�Financial�Management�Reporting�

ALI.org�Website�Search�Engine�Optimization�Website�Updates/Communications�Website�News�Feed�

111� Spring�Conference�Marketing�

Email�Communication�$3,950�

MCS�Staff�Time�Report�InͲperson�Attendance�of�Meeting�

112�Fall�Conference�Marketing�(Does�not�include�inͲperson�or�virtual�attendance)�

Emails�Communications� $1,500�MCS�Staff�Time�Report�and�Budget�

130�

Video�Module�Revision/Production�

Supervision�of�RFP�process�and�production�

$117,100��

MCS�Staff�Time:�$21,800*�

Design:�$1,500�OOP:�$93,800*�

Revision�of�current�and�reproduction�of�new�videos�Infographic�and�promotion�of�revised/new�videos�

Digital�Advertising�Community�Management�Social�Media�Advertising�Google�Display�Advertising/Remarketing�

Outbound�Marketing�Safety�Ambassador�Program�Email�Communications�(Next�Rung,�etc.)�

150� National�Ladder�Safety�Month�

Strategic�Plan�and�Messaging�Platform�

$66,400��

MCS�Staff�Time:�$32,250�

Design:�$8,700�Printing:�$1,100�Postage:�$1,100�OOP:�$23,250�

Website�Updates/Communications�Direct�Mail�Postcard�Press�Releases�Email�Communications�Marketing�Kits�Digital�Ads�and�Infographics�Prospectus�Community�Management�Trade�Agreements�Committee�and�Staff�Meetings�Wrap�Up�Report�

160� Standards� Marketing�of�Up�to�three�Updated�Standards�via�Email,�Social�Media�&�Web�Updates.��

$2,000�MCS�Staff�Time�

� � Total� $200,600��Marketing�Staff�Time� $70,350�Creative�(Design)�Staff�Time� $11,000�Printing�(marketing�materials)� $1,100�Postage�(marketing�materials)� $1,100�Out�of�Pocket�Expenses� $117,050�

15

Executive Summary

WEBSITE - www.americanladderinstitute.org

2:49 85%

Sessions

Avg. Time on Site

Website traffic for the ALI homepage steadily increased throughout the beginning of the year. While traffic was higher in February and March 2017, the overall website received 2.5% more total traffic in Q1 2018 than during Q1 2017. The bulk of this traffic can be attributed to National Ladder Safety Month promotions via email, blog posts and social media.

Q1 2018 successes were primarily due to National Ladder Safety Month awareness and promotion. Key highlights in this report include:

- Web traffic had a great start in January across all platforms and steadily grew throughout the year. We should begin digital ads earlier to capitalize on this early momentum.- Cross promotion of LadderSafetyTraining.org and National Ladder Safety Month is crucial as we have our target audiences' attention during Q1.- More visual digital ads, such as video ads, have a higher chance of engaging our target audience. We should invest in these in 2019 while also ensuring equal spend on Google Ads and social ads.- The Next Rung continues to be a valuable communication channel for ALI with both the membership and broader database.

New Visitors:

0 5,000 10,000 15,000 20,000 25,000

January

February

March

2017

2018

American Ladder InstituteMarketing Dashboard

Q1 2018

16

Top Content: Q1 2018

WEBSITE - laddersafetytraining.org

16:24 74%

Top Traffic Sources: Q1 2018

Landing PageALI Standards

There was a 17% decrease in the number of sessions from 2017 to 2018; the most significant difference was in March. Paid advertising was run in 2017 to push traffic to these pages. To increase website traffic, this summer we are planning to implement Google Ads and paid social ads. For National Ladder Safety Month 2019, we will also plan to run Ladder Safety Training ads in conjunction with the National Ladder Safety Month ads. Running the two in tandem will yield the maximum traffic results.

Avg. Time on Site New Visitors:

TrainingHomepageLoginRegisterToolbox

Ladders 101Post Training SurveyBasic Ladder Safety

71%

29%

Traffic by Device

Desktop

Mobile

81%

19%

Traffic by Device

Desktop

Mobile

January

February

March

0 2,000 4,000 6,000 8,000 10,000 12,000 14,000 16,000 18,000

2018

2017

17

WEBSITE - laddersafetymonth.com

1:37 1.80

Homepage Bounce Rate: 66.72%

Top Traffic Referrals: Q1 2018

About NLSMScheduled Events

Sessions

Avg. Time on Site

Traffic consistently grew throughout Q1 2018, and while overall traffic to laddersafetymonth.com was lower during Q1 2018 than Q1 2017, it's important to note that combined traffic ALI sites was higher than Q12017. The 'About' page was the third most visited page on laddersafetymonth.com during Q1 2017. This was replaced by the 'Marketing Guide' page during Q1 2018, which shows increased awareness and a stronger desire to participate.

Pages/Session

Landing PageOnline ResourcesMarketing Guide

69%

31%

Traffic by Device

Desktop

Mobile

0 1000 2000 3000 4000 5000 6000 7000 8000

January

February

March

2018

2017

18

ADVERTISING

Campaign Impressions Clicks CTRFacebook Static Image - NLSM 34,169 350 1.00%Facebook Video - NLSM 3,828 52 1.40%Google Search Ad - NLSM 41,897 747 1.78%Google Display Ad - NLSM 169,152 888 0.52%Google Video Ad - NLSM 3,448 827 23.98%

EMAIL

# of Emails Total Delivered Open Rate CTRNLSM 11 127,418 14% 20%Newsletter 3 34,727 13% 45%Other 11 26,466 31% 30%Q1 2018 Total 25 188,611 19% 32%


During Q1, ads ran on Facebook and through Google Ads to promote National Ladder Safety Month. In 2017, it was recommended we try running video ads on Facebook; we saw great success with the ad we ran in 2018 and recommend continuing for National Ladder Safety Month 2019. A similar recommendation was made for Google Ads; we experimented with display and video ads in 2018. They drove a high amount of impressions, and we recommend continuing use in future years. More money was invested in Google AdWords than social media. This is reflected in the overall social performance. In 2019, we should look to balance social and Google Ad spend.

On average, most association open rates range from 15-20 percent. The 'Other' categories average open rate exceeds this rate because these messages were more segmented and event based; with an audience that is invested in the organization, they are more likely to open and engage with our messages. The newsletter format, with the highest open and CTR rates, encourages continuous reading to external resources via links. It's important to note the substantial increase in the click-thru-rate (CTR). This means recipients are interested in and engaging with the content.

19

SOCIAL MEDIA - ALI

Channel Snapshot Q1-17 Q1-18Page Likes 28 66Impressions 631 2,664Engaged Users 157 106

Followers 138 201Retweets - 40Impressions - 18,300Mentions 14 105

Group Members 51 65Page Follows 84 -Page Impressions 825 -Clicks 6 -

SOCIAL MEDIA - National Ladder Safety Month

Channel Snapshot Q1-17 Q1- 18Page Likes 487 530Impressions 158,919 43,826Engaged Users 1,425 744

Followers 267 316Retweets - 67Impressions 37,595 34,074Mentions 70 128

Group Members 51 65Page Impressions 26,698 5,582Clicks 156 31

Less money was invested in social advertising in Q1 2018 versus Q1 2017, and for this reason, we see a difference stats across all channels. We gained followers across all three channels, but there was a decrease in engaged users and overall impressions. As previously noted in this report, we will look to balance Google Ad and social spend in 2019. It is important to note that in Q1 2018, #LadderSafetyMonth reached 941,547 people and had 1,830,239 impressions.

Because March was National Ladder Safety Month, impressions and engagements for both Facebook and Twitter were high with Twitter outperforming all other channels. We are not able to pull LinkedIn analytics for this period because our tracking platform was unfortunately disconnected. However, we do see that there was growth in the number of group members.

20

Executive Summary

WEBSITE - www.americanladderinstitute.orgAlthough sessions during Q2 2017 were more frequent than Q2 2018, the average time spent on the site nearly doubled from 1:40 to 3:17. This means users are spending more time engaging with the site and its resources. With the release of A14.11, we anticipate website traffic to remain steady. We have also augmented a previously existing website module on the ALI site, so it houses issues of The Next Rung . This will allow Google to index more of our pages, and in turn, our SEO score will increase, making it easier for people to find our webpage.

The key highlights of the Q2 2018 dashboard are:

- ALI website traffic remained on pace with 2017, and the time spent on page nearly doubled- June release of the prospectus caused a surge of traffic to the National Ladder Safety Month website- A Ladder Safety Training campaign ran in the first half of Q2 2017; this was not run during Q2 2018. It will be run during Q3 2018- Emails open rates and click-thru-rates significantly outperformed Q2 2017- Social stats are down, but we will see an uptick during Q3 when the paid advertising campaign launches

Sessions

0 5,000 10,000 15,000 20,000 25,000

April

May

June

2017

2018

American Ladder InstituteMarketing Dashboard

Q2 2018

21

3:17 86%

Top Content: Q1 2018

WEBSITE - laddersafetytraining.org

Ladders 101Post Training SurveyLadders 101

New Visitors:Avg. Time on Site

Basic Ladder SafetyHome

During Q2 2018, 74% of website viewers were new to Ladder Safety Training. In comparison, Q2 2017 only had 43% of new viewers. In order to maintain this viewership, ALI can continue to reach new audiences by implementing paid ads with robust audience segments and sending segmented emails to new industry leaders and organizations. This summer, we will also begin a campaign targeting people who qualify to become Safety Ambassadors. This will help cement use of Ladder Safety Training within their organization and entice new organizations to get involved. Lastly, we are beginning social ads on Facebook, Twitter and LinkedIn in conjunction with advertising on Google Ads. This should result in a traffic spike during Q3 2018.

69%

26%

5%Traffic by Device

DesktopMobileTablet

April

May

June

0 2000 4000 6000 8000 10000 12000

2018

2017

22

16:24 74%

Top Traffic Sources: Q2 2018

WEBSITE - laddersafetymonth.com

Sessions

Traffic remained consistent during both April and May 2017 and 2018; however, we see a substantial increase in June 2018. This is largely due to the early release of the prospectus. The website was also rebranded, which could have attracted some attention. It is evident the benefits of releasing the prospectus over the summer far extend sales; it allows us to get more eyeballs on the National Ladder Safety Month website.

TrainingHomeLoginRegisterToolbox

Avg. Time on Site New Visitors:

83%

13%4%

Traffic by Device

Desktop

Mobile

Tablet

0 100 200 300 400 500 600 700 800

April

May

June

2018

2017

23

1:54 1.60

Homepage Bounce Rate: 75.00%

Top Traffic Referrals: Q2 2018

EMAIL



This section compares email data from Q2 2017 & 2018. While the number of email communications stayed the same, our audience increased in 2018. Since the completion of National Ladder Safety Month, we have been encouraging people to join our mailing list via social media. This organic growth allows us to spread our message to interested parties. The open rate and click-thru-rate (CTR) have also increased substantially over Q2 2017. As seen in Q1 2018, the content we are pushing out is being well received by our audience.

Marketing GuideAbout ALI

Avg. Time on Site Pages/Session

HomeOnline ResourcesAbout NLSM

83%

14%3%

Traffic by Device

Desktop

Mobile

Tablet

24

SOCIAL MEDIA - ALI

Channel Snapshot Q2-17 Q2-18Page Likes 37 76Impressions 24,600 1,167Engaged Users 314 3

Followers 143 196Retweets 2 12Impressions 11,598 12,900Mentions 11 5

Page Follows 116 140Page Impressions 309 474Clicks 0 3

We did not run paid ads during Q2 2018, and we did run paid ads in Q2 2017. This is the reason for the year-over-year changes. Because so many people go on vacation in the summer, we felt we had a stronger chance of capturing their attention if we ran our paid advertising campaign during the latter half of Q3. This data will be shared in the Q3 dashboard. Unfortunately, our LinkedIn data tracking platform remained disconnected throughout Q2. It is has been re-established, and this data will be shared in the Q3 dashboard.

In the future, we will be creating click-to-post social content that the National Ladder Safety Month committee can use to help us boost engagement across all our social media channels. This will allow us ALI's content to organically penetrate their networks. We also anticipate a spike in engagement during Q3 due to OSHA's Safe and Sound Week in August.

25

SOCIAL MEDIA - National Ladder Safety Month

Channel Snapshot Q2-17 Q2- 18Page Likes 487 539Impressions 158,919 181Engaged Users 1425 91

Followers 263 322Retweets 26 15Impressions 9,384 10,100Mentions 4 4

Page Follows 51 64Page Impressions -- --Clicks -- --

In April 2017, a Facebook campaign was run to capture additional impressions. We did not do this in 2018, and as a result, there is a variance in the numbers. For April 2018, we will consider setting aside dollars for a post-National Ladder Safety Month paid advertising campaign, and potentially even to promote sponsorship opportunities. Twitter performance remained on par with Q2 2017. Unfortunately, our LinkedIn data tracking platform remained disconnected throughout Q2. It is has been re-established, and this data will be shared in the Q3 dashboard.

26

March 2018Wrap Up Report27

National Ladder Safety Month Committee

Ryan Moss,

Little Giant

Tom Schmitt,

Louisville Ladder

Ronald Schwartz,

TRI-ARC

Manufacturing

Dave Plotner,

Werner Co.

Ted Hartman,Little Giant

Stacy Gardella, Werner Co.

Sara Hall,Little Giant

Thank youfor yoursupport!

28

2018 Goals

• Increase the number of ladder safety training certificates issued by ALI• Decrease number of ladder-related injuries and fatalities• Increase the number of in-person ladder trainings• Increase the number of companies and individuals that inspect and properly

dispose of old, damaged or obsolete ladders• Increase ladder safety training video views on YouTube by 2% for January through

April 2018 as compared to January through April 2017• Results achieved: 27% increase for January 1 through April 30, 2018 (9,955) as compared to

January 1 through April 30, 2017 (7,983)• Lower the rankings of ladder-related safety citations on OSHA’s yearly “Top 10

Citations List”• Number citations in 2017 was 2,241• 2018 report to be released in September 2018

• Generate $35,000 in sponsorship revenue• Results achieved: $41,000 in sponsorship revenue 29

Sponsorship• Prospectus made available via website,

email, The Next Rung and social media beginning in November 2017

• Outreach to 35+ organizations• At $41,000, sponsorship revenue exceeded

budget by $6,000• Sponsors included:

• Top Rung: Werner• Middle Rung: International Union of

Bricklayers & Allied Craftworkers / International Masonry Institute

• First Rung: Cosco• A la Carte: Valley Fastener

30

2019 Sponsorship Changes

• Begin production on 2019 prospectus in April 2018 with target completion date of May 2018

• Create a list of 2018 prospects and share with the ALI membership requesting their additions of direct contacts at prospect companies

• Selling to begin June 2018

31

Marketing Initiatives to Reach Goals

1. Obtain sponsors for National Ladder Safety Month to establish a presence beyond ladder manufacturers

2. Build awareness for National Ladder Safety Month through industry channels and partners

3. Deliver a digital marketing campaign that attracts and engages attendees with continual tracking of data and adjusting promotions to maximize results

32

Overview of Tactics Used

• Website• Flyers• Infographics• Direct Mail• Press Outreach• Blog Posts• Articles and Print Ads• Industry Partnerships

• Email• Electronic Toolkits• Video• Television• Billboards• Social Media• Digital Advertising

33

Website TrafficLadderSafetyMonth.com December 2016 – March 2017 December 2017 – March 2018

Sessions 11,114 9,914

Users 8,524 7,492

Pageviews 25,281 17,944

AmericanLadderInstitute.org December 2016 – March 2017 December 2017 – March 2018

Sessions 63,809 69,883

Users 53,305 54,603

Pageviews 116,955 131,497

Total December 2016 – March 2017 December 2017 – March 2018 Percent Increase

Sessions 74,923 79,797 6.5%

Users 61,829 62,095 0.4%

Pageviews 142,236 149,441 5.1%34

Most Visited Pages

December 2016 – March 2017

LadderSafetyMonth.com AmericanLadderInstitute.org

Homepage Ladders 101

Online Resources Basic Ladder Safety

About Homepage

December 2017 – March 2018

LadderSafetyMonth.com AmericanLadderInstitute.org

Homepage Ladders 101

Online Resources Ladder Safety Training Post Training Survey

Marketing Guide Basic Ladder Safety

Observation: The ‘About’ page was the third most visited page on the LadderSafetyMonth.com during NLSM 2017. This was replaced by the

‘Marketing Guide’ page in 2018, which shows increased awareness and a stronger desire to participate.

35

NLSM Website Referral Traffic

• Key referrals for December 2016 – March 2017• LittleGiantLadders.com• AmericanLadderInstitute.org• Blog.dol.gov – U.S. Department of Labor Blog post

• Key referrals for December 2017 – March 2018• AmericanLadderInstitute.org• MSDSonline.com – company that provides cloud-based chemical

and safety data sheet management tools• WeeklySafety.com – resource website that is a one-stop-shop for a

variety of safety professionals

36

What does this tell us?• Referrals from member companies are an important traffic driver

• New membership structure will make an impact• Ladders 101 and Basic Ladder Safety remain strongholds for safety

information; look to leverage further for NLSM 2019• The U.S. Department of Labor is a valuable partner; look to establish

relationship for NLSM 2019• Launch the marketing guide page earlier for NLSM 2019 to capture

planning traffic• Companies and organizations who did not participate in NLSM 2017 did

participate in NLSM 2018; continue these relationships for NLSM 2019• Complete regular pulse reports during NLSM 2019 to see:

• Number of visits to the websites• Most popular pages• Key referral traffic

37

Flyers

• Four one page flyers were created to support the themes of National Ladder Safety Month:

1. Ladder Safety and How it Affects Everyone2. Ladder Safety at Work3. Ladder Safety at Home4. Ladder Inspection and Disposal

• Designed to highlight the ALI brand and recognize the Top Cap sponsor, Werner

• Each of these was uploaded to the website and used in the email for its designated week and promoted on social media

• The online resources page that housed these resources, along with others, received 3,134 sessions from December 2017 – March 2018

38

Flyers

39

Flyers

40

Infographics• Created three infographics

featuring quick tips for choosing the right ladder for common household tasks

• Hosted on the National Ladder Safety Month online resources webpage and posted directly to social media.

• Recognized Top Cap sponsor, Werner

Recommendation: Since the online

resources page was one of the most

visited pages in 2018, plan to post the

infographics earlier to allow more

time for use by website visitors41

Direct Mail - Postcard

• Postcard mailed to approximately 2,500 ladder safety trainers and trainees

• Focused exclusively on National Ladder Safety Month• List size increased by 1,000 from 2017• Hit mailboxes in mid-February, compared to first week in March 2017• Recognized Top Cap sponsor, Werner

Recommendation: In 2019, consider hyper-customizing the postcard to

speak directly to the recipient. For example, including the name of the

module they’ve been trained on and giving them a very specific call to action.

42

Direct Mail

43

Press Outreach• Five press releases distributed

• December 18, 2017 | Promote Ladder Safety with the Second Annual National Ladder Safety Month in March 2018

• January 30, 2018 | Study Finds the Most Commonly Cited Causes of Ladder Accidents Are Missing the Last Step and Overreaching

• February 26, 2018 | ALI Launches Second Annual National Ladder Safety Month

• March 12, 2018 | ALI Shares the Importance of Ladder Safety in the Workplace During National Ladder Safety Month

• April 3, 2018 | The Second Annual National Ladder Safety Month Concludes Following a Month of Free Resources

44

Press Outreach

• Total pickup on releases: 1,144

• 88% increase over 2017

• Total views and hits: 9,996

• 43% increase over 2017

• Open Rate: 16.1%

• Number not provided in 2017

• Click Through Rate: 2.3%

• Number not provided in 2017

45

ANSI Blog Posts• ALI guest wrote six articles for the ANSI blog:

• February 15 | 5 Most Common Causes of Ladder Incidents: 96

page views

• February 26 |Ladders Place Sixth on OSHA’s List of Top 10 Cited Violations: 62 page views

• March 5 | The Numbers Don’t Lie: Make Ladder Safety a Priority: 60 page views

• March 12 | Ladder Safety at Work: It’s a Big Deal: 80 page views

• March 20 | Using Ladders at Home Can be Just as Dangerous as at Work: 27 page views

• March 26 | Ladder Inspection and Disposal: Is Your Ladder Safe to Use?: 63 page views

46

ANSI Blog Posts

• ALI’s contact at ANSI also noted…• Big spikes in traffic came from Twitter and Facebook, where the posts gained a

high number of impressions• The majority of clicks were on the videos followed by the links to infographics• Since the majority of the ANSI blog’s traffic comes from organic Google

searches, we can expect the blog posts to consistently gain traffic throughout the year.

• For example, one of these blog posts appears fourth in a search for “Ladders OSHA Top 10”

Recommendation: Continue this partnership for NLSM 2019 and look to

include more visuals in the posts since these garner more clicks.

47

NAHBNow Blog Post

• Guest blog post on NAHBNow• Received 180 views

Recommendation: Due to the high-performance

of the NAHBNow blog post, look to continue this

partnership in 2019.

Consider launching a ladder safety blog and

hosting it on LadderSafetyMonth.com. This will

provide a steady stream of content, which will

increase traffic and help with overall SEO.

48

Articles and Print Ads• Article in March issue of Professional Safety (Journal of the

American Society of Safety Engineers)• Included quotes from all committee members

• Article in OSHA Compliance Advisor (Business & Legal Resources)• Included interview with Eric Medley – Bauer Ladders, Ron Schwartz, TRI-ARC

Manufacturing and Kat Seiffert – ALI Marketing Manager• Article distributed to NAHB membership to share with consumers

• Included interview with Dave Plotner – Werner• Sent to 600 local chapters

• Ad in Scaffold & Access Magazine• Distribution list of 7,000

Recommendation: In 2019, look to members for additional industry

connections to leverage media opportunities and continue relationship

with NAHB and OSHA.49

Industry Partnerships• The following organizations informed ALI of their participation in National Ladder

Safety Month:• Blackstone Valley Regional Vocational Technical High School• BuildLACCD• Cass Job Corps• Engro Fertilizer Pakistan – international• Graphic Products

• Distributed press release that was picked up IMPO Magazine and Facility Safety Management Magazine• LADDER M8rix – international• MSDSonline.com• Munn Enterprises• National Steps Network• Quality Built• WeeklySafety.com

Recommendation: In 2019, look to continue partnerships with these

organizations and investigate interest in sponsorship 50

Industry Partnerships

• Printed handout placed in attendee folder at February MIOSHA education session focused on the Walking-Working Surfaces standard

• Don Gibson from Cotterman attended on behalf of ALI

• Attended by 90 people

51

Emails

• 17 emails were sent about National Ladder Safety Month• The average open rate was 17.1% and the average click rate was

2.8%

The open rate and click CTR was above the

industry average. As of 2016, the average open

rate for advocacy emails is 13% and the CTR is

1.9%.

We recommend that in preparation for NLSM

2019 we continue encouraging people via

social media to join our mailing list.52

Electronic Toolkits• 2018 marketing guide included:

• Sample email/blog copy and social posts

• Email signature• Shareable graphics and videos • Participation resources kit

• Downloadable document which featured an overview of NLSM, suggestions on how to get involved and a justification letter

Recommendation: In 2019, add tracking links to all PDF documents, so

we can track which number of downloads and their popularity. 53

Television• Targeted at a female, consumer audience• Script developed with assistance from the National Ladder Safety

Month Committee, and Little Giant and Werner sent onsite representatives

• Three ladder manufacturers represented in segments• Developed a 30-second teaser to share on social• Four-minute TV segment featured on national morning TV shows, The

Lifestyle List and Daytime TV• The Lifestyle List segment focused on five common ladder mistakes – aired

March 10• Daytime TV segment focused on proper use of step ladder, A-frame ladder

and extension ladder – aired March 254

Television• The Lifestyle List segment aired in 210 cities on 210 stations across the U.S.

• Impressions: 3,238,017• Publicity Value: $29,869

• Daytime TV segment aired in 152 cities on 224 stations across the U.S.• Impressions: 2,612,379• Publicity Value: $22,950

• Average cost/impression was $0.007• Unbudgeted expense but due to the lower cost/impression on Captivate, we

were able to take advantage of this opportunity

Recommendation: Presley Media was a strong, supportive partner, and

we should look to engage with them again in 2019.55

Captivate

• Purchased ad space through the Captivate network to run custom video on a total of 51 screens (elevator and lobby) throughout 11 Chicago-based office buildings

• Ads ran February 26 – March 25• 10/hour in elevators• 15/hour in lobbies

• Decreased spend due to TV segment, but overall cost/impression is less than 2017 at $0.0011

• Resulted in 424,779 impressions

56

Extended Use of Video• The Lifestyle List

• Featured host Stefaney Rants and outlined the top five misuses of ladders with suggestions for safe practices

• Received 416 views on YouTube• The Daytime Show

• Featured The Lifestyle List host Stefaney Rants and outlined the how to use three common household ladders

• Received 556 views on YouTube• Captivate

• Modified Captivate video and shared on social to raise awareness for National Ladder Safety Month

• Received 249 views on YouTube

Recommendation: For 2019, develop

a teaser video to be shared prior to

March, in addition to the videos

shared during March. Consider

embedding videos within Facebook

and Twitter.

57

Video

58

Billboards• Targeted at general consumer audience• Space donated by Lamar Advertising

• Actual value: $6,080• Impressions: 994,168

• Ran from February 18 – March 11• Printed seven signs

• Los Angeles, CA• Dallas, TX• Buffalo, NY• Philadelphia, PA• Lakeland, FL• Indianapolis, IN• Boston, MA

Recommendation: We should continue this partnership for 2019 and

consider printing additional billboards with varying graphics. 59

Social MediaJanuary 2018 – March 2018

• Facebook• Likes: 530

• 502 in 2017• Impressions: 43,826

• 158,969 in 2017• Engaged Users: 744

• 1,428 in 2017

• Twitter• Followers: 316

• 267 in 2017• Impressions: 34,074

• 37,595 in 2017• Engagements: 456

• 810 in 2017

• LinkedIn• Page Followers: 65

• 51 in 2017• Page Impressions: 5,582

• 26,698 in 2017• Clicks: 31

• 156 in 2017

Recommendation: In 2018, we invested more dollars in

Google AdWords than social media. This explains the

decrease in social overall social performance. In 2019, we

should increase social spend to match that of 2017.60

Social Media• Total social mentions: 1,698• Top influencer was NAHB with 44,416 followers• Social post by HGTV host Mike Holmes on March 13

• 22 retweets• 110 likes• 7 replies

• #LadderSafetyMonth Hashtag• 293 mentions• 167 users• 941,547 reach• 1,830,239 impressions

61

Digital Advertising: Facebook• Ads ran on Facebook, reaching more than 32,000 targeted people

• The average click rate for digital ads is 0.1% — ALI’s National Ladder Safety Month ads exceeded this.

• Video ad performance:• Impressions: 3,823• Clicks: 52• CTR: 1.4%

• Static image ad performance:• Impressions: 34,169• Clicks: 350• CTR: 1.0%

In 2017, it was recommended we run video ads on Facebook. This was

implemented in 2018, and it was very successful. Video ads should

continue in 2019. 62

Digital Advertising: Google AdsNLSM 2018 Impressions Clicks CTR

Search Campaign 41,897 747 1.78%

Display Campaign 169,152 888 0.52%

Video Campaign 3,448 827 23.98%

Total 214,497 2,462 8.76%

NLSM 2017 Impressions Clicks CTR

Search Campaign 99,498 1,435 1.44%

In 2017, it was recommended we experiment with display and video

ads. This saw enormous success in 2018. Overall, there was a 116%

increase in impressions, 72% increase in clicks and 51% increase in the CTR. 63

Year-Round Safety

• Ladder safety is highlighted during March, but to ensure it is promoted year-round, ALI will implement the following tactics:

• Post content from the ‘Online Resources’ section of the National Ladder Safety Month website to social media

• Include a ladder safety tip of the month in The Next Rung• Include ladder safety tip in staff email signature

• The 2019 National Ladder Safety Month committee had their kickoff meeting:

• 2019 prospectus to be completed by end of May• Selling begins early June

64

2019 Considerations

• Increase social spend to increase social engagement and referral traffic to the LadderSafetyMonth.org and AmericanLadderInstitute.org

• Look to tap into consumer audience with TV segments and investigate opportunities with:

• Boy Scouts and Girls Scouts of America – a ladder safety badge• Alan Kline has a connection and outreach should begin in May to leverage this connection

• Garden Club of America• Kiwanis Club• 4-H Club• TV networks such as HGTV• TV shows such as This Old House• Consumer magazines such as Better Homes and Gardens

65

Impact on ALI & LST66

Website Traffic

LadderSafetyTraining.org December 2016 – March 2017 December 2017 – March 2018

Sessions 40,786 35,142

Users 24,188 19,418

Pageviews 303,436 263,897

Total December 2016 – March 2017 December 2017 – March 2018 Percent Decrease

Sessions 40,786 35,142 14%

Users 24,188 19,418 18%

Pageviews 303,436 263,897 13%

From December 2017 – March 2018, 10,509 modules were passed.

From December 2016 – March 2017, 12,806 modules were passed.

67

LST Videos on YouTube

December 2016 – March 2017 December 2017 – March 2018 Percent Increase

Views 14,387 18,508 29%

Watch Time 68,054 97,201 43%

Average View Duration

4:43 5:15 16%

While the average view duration increased, it is important to note that

it shows people are not currently viewing the entire video. This further

enforces the suggestion to shorten the videos.

68

What does this tell us?

• Messages throughout the campaign pushed people to YouTube videos, and as a result, we saw a substantial increase in YouTube traffic

• Consider running separate ads, targeted ads to drive traffic specifically to LadderSafetyTraining.org

• There is value in partnering with vocational schools during NLSM 2019 to increase LadderSafetyTraining.org traffic

• Partnership with Blackstone Valley Vocational School yielded +100 certificates

69

Total Impressions

• Total Impressions: 2017• 1,925,610

• Total Impressions: 2018• 9,870,298

Year over year increase of 413%

70

680-055August 2018

SUMMARY

Missing that last step and overreaching are the two most cited factors in causes of ladder accidents, according to a 2016 study by the American Ladder Institute (ALI). These and similar types of accidents can be easily avoided by adopting the following precautions of basic ladder safety.

GENERAL INFORMATION

Best Practices for Safe Ladder Use

1. Take Your Time Climbing Down—Don’t Skip Any Steps

Exercise caution whether you are climbing down (or up) a ladder. Always face the ladder when climbing up or down, and be cautious until you’re on the ground.

2. Stay Within Your Reach

When working from a ladder, keep your center of gravity and body between the side rails. If you can’t easily reach the project area once you have ascended the ladder, climb down and move the ladder more closely in alignment.

3. Get the Right Sized Ladder for the Job

One of the factors in getting the right ladder for the job is length. A good rule of thumb when selecting a ladder is to calculate a person’s maximum reach height, which is approximately four feet higher than the height of the ladder.

4. Place Your Ladder on Firm, Level Ground

Be sure to clear trash, construction materials, and other obstructions away from the base and top of the ladder. The base of the ladder should be safely secured to prevent accidental movement. You can also use a ladder with non-slip feet or add outriggers or levelers to the bottom of an extension ladder to increase the footprint.

5. Keep Three Points of Contact When Climbing Up or Down

To keep your balance, always maintain three points of contact—two hands and a foot or two feet and a hand—while climbing up or down a ladder.

RESOURCES

• American Ladder Institute

— Ladder Safety Checklist: www.americanladderinstitute.org/resource/resmgr/Ladder_Safety_Checklist/ALI_10103-16 LadderSafetyChe.pdf

— Choosing the Right Ladder: www.americanladderinstitute.org/page/Ladders101?

— Basic Ladder Safety: www.americanladderinstitute.org/page/basicladdersafety

— Online Ladder Safety Training: https://laddersafetytraining.org

— Online Safety Teaching Resources: www.laddersafetymonth.com/Safety-Resources/Online-Resources

BSA SAFETY MOMENTLADDER SAFETY

71

http://www.americanladderinstitute.org/resource/resmgr/Ladder_Safety_Checklist/ALI_10103-16_LadderSafetyChe.pdf

http://www.americanladderinstitute.org/resource/resmgr/Ladder_Safety_Checklist/ALI_10103-16_LadderSafetyChe.pdf

http://www.americanladderinstitute.org/page/Ladders101?

http://www.americanladderinstitute.org/page/basicladdersafety

https://laddersafetytraining.org

http://www.laddersafetymonth.com/Safety-Resources/Online-Resources

National Ladder Safety Month 2019

72

Committee Members

2018 Highlights

Start, Stop, Continue

2019 Progress

2019 Weekly Focus

73

Committee Members –

� Manny DeSantis, Valley Fastener� Dave Plotner, Werner� Christopher Filardi, Werner� Ashley Stutz, Werner� Tom Schmitt, Louisville Ladders� Alex Griffin, Louisville Ladders

Thank You!

74

2018 Highlights

� Generated $41,000 in sponsorship revenue, exceeding budget by $6,000� Combined traffic from LadderSafetyMonth.com and

AmericanLadderInstitute.org increased 6.5% over 2017� Partnered with NAHB and saw success with high-performing blog post and

heavy social media footprint� Produced two four-minute TV segments featured on The Lifestyle List and

Daytime TV• Targeted at female, consumer audience• Leveraged for extended use in paid advertising

� Printed seven billboards with space donated by Lamar Advertising� Hashtag was used by HGTV’s Mike Holmes

75

Start, Stop, Continue� Start

• Linking back to LadderSafetyMonth.com from your company’s site• Completing monthly pulse reports to track number of visits to the websites, most popular pages

and key referral traffic – to begin in December• Establishing new partnerships with organizations such as U.S. Department of Labor, Garden

Club of America, Kiwanis Club and vocational schools• Running paid ads for Ladder Safety Training in conjunction with National Ladder Safety Month

ads – to begin in January• Archiving emails and blog posts to our feed on LadderSafetyMonth.com to improve SEO score –

to begin after approval of 2019 budget

� Stop• Investing more money into Google Ads than social ads; there should be equal spend between

the two

� Continue• Using a multi-channel marketing approach• Offering marketing guide but plan to launch in 2018• Nurturing existing partnerships such as those with NAHB, OSHA, ANSI, SAIA and Presley Media

76

2019 Progress

� Designed new look-and-feel for National Ladder Safety Month and applied changes to the website and prospectus – additional collateral will follow suit

� Launched prospectus in June 2019� Lamar Advertising donated in-kind billboard placements� Boy Scouts of America published a “Ladder Safety Moment”� Monthly “Safety Saturday” feature in Reeves Journal

77

2019 Weekly Focus

� February 24 – March 2: What is Ladder Safety?� March 3 – March 9: Ladder Safety Training� March 10 – March 16: Ladder Safety at Work� March 17 – March 23: Ladder Safety at Home� March 24 – March 31: Ladder Inspection and Disposal

78

ALI Ladder Safety Training and Citations Survey

Summer 2018

79

Survey Distribution and Changes� Survey was sent to Ladder Safety Training managers and also

included in the National Safety Council’s newsletter� 498 respondents in 2018 and 448 respondents in 2016� 30 questions total� Ensured responses from appropriate parties

• Q1: I have knowledge and insight into ladder citations and injuries at my organization

� Added two questions about National Ladder Safety Month• Q27: Is your organization aware that ALI annually presents National Ladder

Safety Month?• Q28: Does your organization plan to participate in National Ladder Safety

Month in March 2019?

80

Loss of Life?

Less than a quarter of organizations had ladder-related accidents in the past two years and nearly no accidents resulted in the loss of life. This remains on par with 2016 findings.

N=357 | 312

Q4: Have there been any ladder-related accidents in your organization within

the last two years? | Q6: Did the ladder-related accident(s) in the past two

years result in loss of life?

Ladder-related

Accidents?

Yes – 0.6% (2)

No –90.7%

I don’t know –6.2%

Yes – 24%

No –69.8%

I don’t know – 8.7%

81

Missing the last step and overreaching remain the two most cited issues as the cause for ladder accidents.

N=158Q5: What type of ladder-related accidents have occurred in the past two years?

Individual

missed the

last step of

the ladder

when

climbing

down

Individual

stood on

the top

rung/ladde

r cap

Environme

ntal issues

(e.g., rain,

snow,

wind)

Ladder

was not

the right

size for the

job (i.e.,

length)

Ladder

was not

the right

Duty

Rating for

the job

(i.e., too

much

weight on

the ladder)

Individual

did not

wear slip-

resistant

shoes

Ladder

was not in

good

working

condition

Ladder not

on firm,

level

ground

Three

points of

contact

were not

used when

climbing

Individual

overreach

ed while

on the

ladder

36.1% 20.9% 10.1% 26.6% 5.7% 5.1% 16.5% 26% 26.6% 34.2%

0.00%

5.00%

10.00%

15.00%

20.00%

25.00%

30.00%

35.00%

40.00%

82

Q5: Year-over-Year Comparison

� Missing the last step and overreaching were the two most cited issues as the cause for ladder accidents in both 2016 and 2018

� Percentage significantly decreased in 2018• 2016

� Missing the last step: 47.7%� Overreaching: 43.2%

• 2018� Missing the last step: 36.1%� Overreaching: 34.2%

83

As seen in 2016, a significant majority of respondents are aware that the misuse of ladders is among the top 10 most frequently cited OSHA violations over the past five years.

N=299

Q9: Are you aware that the misuse of ladders has been among the top 10 most

frequently cited OSHA violations over the past five years?

Yes – 79.3%

No – 20.7%

84

8 out of 10 respondents have not had any ladder-related citations from OSHA in the past 12 months.

N=434 | 262

Q10: How many OSHA ladder citations has your organization received in the past 12

months? Q21: How much money per year does your organization spend on ladder-related

OSHA citations?

Cost of Citations Per Year

0.00% 20.00% 40.00% 60.00% 80.00% 100.00%

We do not operate in the

United States

I do not know

7+

5-6

3-4

1-2

0

6%

0%

1%

77.3%

0.7%

10.7%

4.3%

64.9%

25.2%

5.3%

1.5%1.2%

1.9%

85

Q10 & Q21: Year-over-Year Comparison

� 6% of respondents had 1-2 OSHA ladder citations over the past year compared to 2% in 2016

� Of those that had citations in 2018, the financial cost was far less than 2016• 2016

� More than $10,000: 6.7%• 2018

� More than $1,000: 4.6%

86

Increased Slightly –4.5%

Increased Significantly – 0.3%

Nearly half of respondents indicated that their ladder-related accidents have decreased over the past five year.

N=312

N=292

Q7: Do you feel that the ladder-related accident could have been avoided if the injured person was trained

in the safe use, proper selection and/or care of ladders? | Q8: Have the number of ladder-related accidents

in your organization increased, decreased or stayed the same over the past five years?

Accidents Could be Avoided with Training?

Relative Frequency of Ladder-related Accidents Over the Past 5 Years

Yes – 52.2%

No – 22.5%

I don’t know – 25.3%Decreased Significantly –25%

Decreased Slightly –15.4%

Stayed Approximately the Same – 31.2%

N/A or I don’t know –23.6%

87


2016 2018

25%

31.2%15.4%

88

95.1%

Use Ladder Safety Training Pay for Ladder Safety Training

Similar to 2016, nearly all organizations use a form of ladder safety training, and the majority do not pay for it.

N=286 | 268

Q11: Does your organization use any form of ladder safety training?

Q14: Do you or your organization pay for ladder safety training?

Yes

No

No – 4.6%

Yes – 95.4%

Yes

No

Unknown

Yes – 24.7%

No –66.4%

Unknown – 8.9%

89

As seen in 2016, 9 out of 10 organizations consider ladder safety training to be somewhat to extremely important.

N=268Q15: How would you rate the importance of ladder safety training to your

organization?

Not At All Important 1 2 3 4 5 6 Extremely Important 7

0% 100%

Not Important At All –0.4%

1.9%

2.6%

4.1%

6.3%

16.4%

Extremely Important –68.3%

90

Similar to 2016, 7 out of 10 employees are encouraged to refresh their ladder safety training every year to two years.

N=267Q16: How often are employees encouraged to refresh their ladder safety training?

Once every other year

16.9% 13.5%

58%

2.2%

9.4%

Annually was the most common response, followed by monthly during staff meetings

91


� In 2016, 9.3% of respondents said training was for new employees only versus 13.5% in 2018

� In 2016, 3.8% of respondents said employees were never encouraged to refresh their ladder safety training versus 2.2% in 2018

92

Similar to 2016, three quarters of organizations mandate training and have done so for many years.

N=266

Q17: Is ladder safety training mandated by your organization? | Q18: How long has

your organization been encouraging and/or mandating ladder safety training?

Ladder Safety Training Mandated? Encouraged/Mandated for How Long?

78.2%

16.9%

4.9%27.1%

15.1%

9%

32.3%

16.5%

93


� In 2016, 14.6% of respondents had encouraged/mandated for 0-2 years; this jumped to 27.1% in 2018.

� National Ladder Safety Month could have a role to play in this increase.

94

Proprietary programs and LadderSafetyTraining.org are the top two resources used for ladder safety training.

N=263Q19: Which of the following ladder safety training program(s) do you or your

organization use? Select all that apply.

52.47%

23.19%

49.43%

12.55% 12.93%

42.59%

5.70%

9.89%

0.00%

10.00%

20.00%

30.00%

40.00%

50.00%

60.00%

My own organization’s program(s)

Ladder manufacturer’s program(s)

LadderSafetyTraining.org

National Institute for Occupational Safety and Health (NIOSH) resources

National Safety Council program(s)

OSHA resources

I do not know

Other

95


� In 2016, proprietary programs and OSHA resources were the top two resources for ladder safety training.

� In 2018, proprietary programs and LadderSafetyTraining.org were the top two resources for ladder safety training.

96

In-person, classroom ladder safety training and video are the top two formats of ladder safety training.

N=263Q20: What format of ladder safety training do you or your organization use?

Select all that apply.

62%

49.8%

23.6%

58.1%

11%

5.7% “Tool Box Talks” was mentioned frequently as an “other” resource.

97


� In 2018, video surpassed in-person on the job site training as the second most popular format of training.

98

The types of ladders used correspond with the most viewed LadderSafetyTraining.org videos.

N=355Q3: What type of ladders do you or your organization use? Select all that apply.

23.9%

87.3%

32.1%

58%

80.9%

7.9%

99

The majority of respondents feels that ladder safety training helps decrease OSHA citations.

N=262Q22: Do you feel that ladder safety training helped to decrease OSHA citations?

69.1%3.4%

27.5%

100

The top three reasons why ladder safety training did not decrease OSHA citations is 1) human error, 2) not enough oversight at the

job site and 3) training is not mandated or enforced.N=68

29.4%

11.8%

2.9%0%

2.9% 2.9% 2.9% 1.5%7.3%

10.3%

2.9%

60.3%

0.00%

10.00%

20.00%

30.00%

40.00%

50.00%

60.00%

70.00%

Human error

Not enough oversight at the job site

Lack of access to warning tags/labels to affix to an out of service/broken ladder

Information in the available training does not cover the types of ladders we use

Training is not comprehensive enough

Training does not occur frequently enough

Training is not available in language that some or all of the workers at job sites

Not all employees have been trained

Ladder safety training is too new to the company to have had a positive impact on reducing the number of OSHA citations

Training is not mandated/enforced for all employees using ladders

The format of the available training is not conducive for learning (e.g., video or in-person versus a flyer/pamphlet)

Other (please specify)

Q23: Why do you think that ladder safety training did not help to decrease OSHA

citations?

101


� Top two reasons remained the same, but in 2018, respondents identified that the lack of training mandates as a reason why ladder safety training did not decrease OSHA citations

102

Respondent Demographics

103

More than three quarters of respondents stated that they have insight into ladder injuries at their organization.

Q1: I have knowledge and insight into ladder citations and injuries at my

organization. N=498

78%

22.1%

104

More than half of respondents were Safety Directors or Safety Administrators

N=357Q2: Which of the following best matches your role at your organization?

Business Owner 5.3%

Contractor 2.5%

Facilities Manager/Director 7%

Fire Chief 0%

Human Resources Manager 1.1%

Insurance Manager 0.6%

Risk Management Manager 2.2%

Safety Administrator 19.1%

Safety Director 25.2%

Superintendent 1.4%

Team Lead/Foreman 8.7%

Other (please specify) 26.9%

Business Owner

Contractor

Facilities Manager/Director

Fire Chief

Human Resources Manager

Insurance Manager

Risk Management Manager

Safety Administrator

Safety Director

Superintendent

Team Lead/Foreman

Other (please specify)

105

Most respondents were in the construction industry with telecommunications, government and education in a close race for second.

N=261Q24: What is your organization's primary business activity?

Aerospace 1.1%

Agriculture 1.1%

A/V 0.8%

Auto 0.4%

Aviation 1.5%

Education 6.9%

Energy/Gas/Utilities 3.8%

Entertainment 0.4%

Financial 0.0%

Government 6.1%

Hi-Tech 1.1%

Housing/Construction 14.6%

Insurance 0.8%

International 0.0%

Maintenance 5.8%

Moving 0.4%

Media/Communication 0.8%

Non-Profit 0.8%

Retail 2.3%

Telecommunications 6.5%

Travel/Leisure 0%

Other (please specify) 44.8%

Most noted:Manufacturing and a form of construction

106

Over a quarter of the respondents work for organizations that have a total gross revenue in excess of $5 million.

N=259Q25: What was your organization's total gross revenue last year?

Less than $500,000 7.3%

$500,000-$750,000 1.6%

$1 million - $2.5 million 2.3%

$2.5 million - $5 million 5%

$5 million - $10 million 2.3%

$10 million - $20 million 5%

More than $20 million 19.7%

I don’t know 56.8%

107

1 in 3 respondents are employees at a mid-sized organization (50-499 employees).

N=262Q26: How many employees does your organization have?

Fewer than 10 8%

10-19 3.1%

20-49 11.5%

50-99 13.8%

100-499 30.5%

500-999 7.6%

1,000-4,999 9.9%

5,000-9,999 2.7%

More than 10,000 5.3%

I don’t know 7.6%

108

7 out of 10 respondents are familiar with National Ladder Safety Month

Q27: Is your organization aware that ALI annually presents National Ladder Safety Month? N=260

69.7%

30.3%

109

One third of respondents are planning to participate in National Ladder Safety Month 2019

Q28: Does your organization plan to participate in National Ladder Safety Month in March

2019?N=262

35.1%

10.7%

54.2%

110


2018�FALL�MEETING�MATERIAL�SUPPLY�COMMITTEE�MONDAY,�OCTOBER�1,�2017�

10:30�am�to�11:00�am��

Keith�Liskey�–�Chair,�Strongwell�Corporation� �AGENDA�

�


II. Review/Approval�of�Spring�Conference�meeting�minutes��

III. Material�Supply�Report��

a. Steel�–�Plain�&�Coated�b. Aluminum�c. Fiberglass�–�resin,�glass,�other�materials�d. Plastic�e. Wood�–�Southern�Yellow�Pine,�Fir/Hemlock,�Western�Woods�&�Rung�f. Finishes�–�Paint,�Powder�Coating�&�Plating�g. Freight�

�IV. New�business�

a. Tariff�Update��

V. Adjournment��

�

�AMERICAN�LADDER�INSTITUTE�MATERIAL�SUPPLY�COMMITTEE�


The�Material�Supply�Committee�is�responsible�for�tracking�and�communicating�current�activity�and�trends�for�the�materials�involved�in�ladder�production.�Valuable�information�is�shared�among�the�members�regarding�availability�and�cost�of�materials,�as�well�as�current�transportation�trends.�

111


2018�SPRING�MEETING�MATERIAL�SUPPLY�COMMITTEE�MONDAY,�FERBUARY�26,�2017�

11:00�am�to�11:15�am��

Keith�Liskey�–�Chair,�Strongwell�Corporation� �MINUTES�

�

I. Meeting�was�called�to�order.��

II. Fall�Conference�meeting�minutes�were�approved.��

III. Material�Supply�Report��

a. Steel�–�Plain�&�Coated—price�increases�and�new�tariffs�were�discussed.��b. Aluminum�prices�were�discussed.��c. Fiberglass�price�increased�were�discussed�and�no�supply�issues�were�

noted.�d. There�were�no�comments�for�plastic�tops.�e. Wood�–�Southern�Yellow�Pine,�Fir/Hemlock,�Western�Woods�&�Rung�remain�

the�same.��f. Finishes�–�Paint,�Powder�Coating�&�Plating—were�discussed�and�it�was�

noted�powder�is�up�and�plating�is�flat.��g. Freight�was�discussed�and�was�noted�there’s�been�a�driver�shortage.��h. Packaging�was�discussed�and�it�was�noted�cardboard�prices�are�increasing.�

�IV. There�was�no�new�business�to�discuss.��

�V. The�meeting�was�adjourned.��

��

�

�AMERICAN�LADDER�INSTITUTE�MATERIAL�SUPPLY�COMMITTEE�


The�Material�Supply�Committee�is�responsible�for�tracking�and�communicating�current�activity�and�trends�for�the�materials�involved�in�ladder�production.�Valuable�information�is�shared�among�the�members�regarding�availability�and�cost�of�materials,�as�well�as�current�transportation�trends.�

112

AMERICAN�LADDER�INSTITUTE�2018�FALL�CONFERENCE�

GENERAL�BUSINESS�&�STRATEGIC�PLANNING�MEETING� �

MONDAY,�OCTOBER�1,�2018�1:00pm�–�2:15pm�

��

President, Ryan Moss Executive Director, Pam O’Brien��

AGENDA��

I. Call�to�Order��

II. Review/Approve�–�Spring�Conference�meeting�minutes��

III. President’s�comments��

IV. Election�of�Board�Members��

V. Additional�committee�chair�reports/comments��

VI. Headquarters�report��

a. Financial�Update�b. Membership�report�

�VII. Strategic�Plan�Review�

�a. SWOT�Analysis�exercise�

�VIII. New�Business�

�IX. Adjournment�



ALI's�mission�is�to�promote�the�safe�use�of�our�products�as�well�as�to�advance�the�common�business� interest�of�our�members�through�a�commitment�to:�

� Development�and�dissemination�of�appropriate�standards�� Education�of�the�public�as�to�the�proper�selection,�care,�and�safe�use�of�ladders�� Representation�of�the�interests�of�its�members�

� 113

AMERICAN�LADDER�INSTITUTE�2018�SPRING�CONFERENCE�

GENERAL�BUSINESS�COMMITTEE� �TUESDAY,�FEBRUARY�27,�2018�

8:29�am�to�9:16�am��

President,�Ryan�Moss�Minutes�

�

I. Meeting�was�called�to�order.��

II. Fall�Conference�meeting�minutes�were�approved.��

III. President’s�comments�a. Discussed�the�Spring�Conference�Associates’�Event.�

�IV. Additional�committee�chair�reports/comments�

a. Reviewed�the�revised�bylaws.�• Discussed�need�to�consider�categorization�of�current�members�

based�on�revised�language�in�bylaws.�• Discussed�need�to�share�the�revised�bylaws�–�both�with�track�

changes�and�a�clean�version�–�with�all�members.�b. Discussed�2019�National�Ladder�Safety�Month.�

• Discussed�taking�an�active�campaign�against�the�“Ladders�Last”�policy�some�companies�are�taking�through�the�use�of�testimonials�from�companies�that�were�negatively�affected�by�a�“Ladders�Last”�policy.�

• Staff�to�reach�out�to�Dave�Frances�at�Little�Giant�Ladders�to�discuss�most�effective�way�to�address�the�“Ladders�Last”�policy.�

• Established�list�of�2019�National�Ladder�Safety�Month�committee�members.�

�V. Headquarters�report�

a. Jim�McNeil�presented�unͲaudited�December�yearͲend�financial�statements.�

�VI. New�business�

a. President�Ryan�Moss�presented�the�idea�of�having�new,�short�ladder�safety�training�videos�created�that�would�be�sponsored�by�a�video�producer.�Further�investigation�approved�upon�discussion.�

�VII. Meeting�was�adjourned.�

��

�

��

AMERICAN�LADDER�INSTITUTE� 114

Report and Recommendations of the Nominating Committee

August 7, 2018

Committee Members: Keith Liskey, Chairman Marc McConnell The Nominating Committee has met (electronically) and hereby puts forth the following nominees for Board Members and Officers: Nominees for election to the Board: Ryan Moss (New 4 – year Term) Dave Plotner (New 4 – Year Term) Alan Kline (New 4 – year term) Manny DeSantis (New 3 – Year Term) From the Board Members the following are nominated for Officers: President Ryan Moss (Re-elect to a second 3-year term) Vice President Dave Plotner Secretary/Treasurer Marc McConnell If these nominations are accepted and the candidates elected, the Board of Directors would be constituted as follows: Term Expires President Ryan Moss 2021 Officer 2022 Board Vice President Dave Plotner 2021 Officer 2022 Board Secretary/Treasurer Marc McConnell 2021 Officer & Board Past President Ron Schwartz - - - - Director Alan Kline 2022 Director Manny DeSantis 2021 Director Keith Liskey 2019 All nominees were personally contacted and have agreed to serve if elected. This report is respectfully submitted on behalf of the Nominating Committee. Keith Liskey, Chairman

115

September 18, 2018

Membership Types & Eligibility The American Ladder Institute (ALI) has 7 types of membership as follows:

· Manufacturer Members · International Manufacturer Members · Associate Members · Affiliate Members · Alliance Members · International Alliance Members - Emeritus Members

“International” as used herein means all countries with the exception of United States, Canada, and Mexico.

Only active and viable, recognized businesses and organizations are considered for membership in ALI. The ALI does not offer memberships to individuals.

Manufacturer Member: Dues based on net sales

An applicant company must manufacture ladders in the United States, Canada, or Mexico, and/or sell its own proprietary branded ladders from its own business locations in the United States, Canada, or Mexico. The term “ladder” as used herein shall include but is not be limited to planks, stages, platforms, ladders, and step stools as are typically used in trade terms.

International Manufacturer Member: Dues based on net sales

An applicant must not qualify for any other membership class, must be a manufacturer of ladders, and must provide a rational and clearly expressed reason for wanting to be associated with ALI.

Associate Member: Dues $1,008

An applicant must not qualify as a Manufacturer Member, must be engaged in business for profit within the United States, Canada, or Mexico, and must meet one of the following criteria: 1) be a supplier of ladder materials and/or components to the ladder industry, or 2) be a ladder accessory manufacturer.

Affiliate Member: Dues $2,500

An applicant must not qualify as a Manufacturer or Associate member, must be engaged in business for profit in the United States, Canada, or Mexico, and must provide services to the ladder industry including, but not limited to, insurance services, and ladder distribution services.

Alliance Member: Dues $2,500 or reciprocal membership for associations and safety organizations

An applicant must not qualify as a Manufacturer, Associate, or Affiliate member, must be located in the United States, Canada, or Mexico, and must provide a rational and clearly expressed reason for wishing to become aligned with ALI (for example to become an ally with ALI in the perpetuation of ladder safety). Businesses or organizations that may request Alliance membership include, but are not limited to:

· Trade, labor, and technical associations

· Safety Organizations

· Major ladder users (construction companies, chemical companies, etc.)

· Ladder retailers

International Alliance Member: Dues $2,500 or reciprocal membership for international associations and safety organizations

116

September 18, 2018

An applicant must not qualify for any other membership class, must not be a manufacturer of ladders, and must provide a rational and clearly expressed reason for wanting to be associated with ALI. Businesses or organizations that may request International Alliance Membership in ALI include, but are not limited to:

· International safety organizations

· International ladder distributors

Emeritus Member: Dues $0

Individuals can be offered Emeritus Membership by the Board of Directors, or may request Emeritus Membership, in which case the Board will approve membership. An employee of a member company may not be an Emeritus Member.

117

American Ladder Institute Regular Member List

9 MembersBabcock Co., Inc./Bauer Corporation Marc McConnellPO Box 6219Kinston,NC 28501Phone: 800-953-2251Fax: 252-523-7211Email: [email protected]

Costco Home & Office Products Eric Kruse2525 State StreetColumbus, IN 47201Phone: 812-314-4366Fax: 812-348-2215Email: [email protected]

Hasegawa Usa, Inc. Richard Schwerer970 W. 190th Street, Ste 920Torrance, CA 90502Phone: 516-350-3450Email: [email protected]

Lousiville Ladder Group Tom Schmitt7765 National Turnpike, Unit 190Louisville, KY 40214Phone: 502-635-9343Fax: 502-635-9358Email: [email protected]

Lynn Ladder & Scaffolding Co. Alan Kline20 Boston StreetLynn, MA 01904Phone: 707-279-4306 x2576Fax: 781593-7666Email: [email protected]

Tri-Arc Manufacturing Ron Schwartz390 Fountain StreetPittsburgh, PA 15238Phone: 412-826-8531 x336Fax: 412-826-8532Email: [email protected]

Tricam Industries Dennis Simpson7677 Equitable DriveEden Prairie, MN 55344Phone: 800-867-6763 x221Fax: 952-897-0203Email: [email protected]

Werner Company Dave PlotnerGreen Bull/Lousiville Division93 Werner RoadGreenville, PA 16125Phone: 724-588-2000 x2576Fax: 724-588-2448Email: [email protected]

Wing Enterprises dba Little Giant Ryan Moss1325 W. Industrial CircleSpringville, UT 84663Phone: 801-486-3684Fax: 801-489-3685Email: [email protected]

118









American Ladder Institute Associate Member List

5 Members

Batavia Services, Inc.Jimmy Varisco2500 Bayport Blvd.Seabrooke, TX 77586Phone: 281-474-2474 x3041Fax: [email protected], F

Goshen Stamping CompanyEric Kus1025 South 10th StreetPO Box 802Goshen, IN 46526Phone: 574-533-4108Fax: [email protected], B, C, E, F, G, H, I

Owens CorningAnthony Console4172 Wincrest LaneRochester, MI 48306Phone: 248-371-1815Fax: [email protected]

Strongwell CorporationKeith LiskeyPO Box 580Bristol, VA 24203Phone: 276-645-8039Fax: [email protected] Fiberglass

Valley Fastener GroupManny DeSantis1490 Mitchell RoadAurora, IL 60504Phone: 630-299-8910Fax: [email protected], Screws, Weld-nuts, Cold-Headed Specials

Product Listing Guide A. Portable Wood LaddersB. Portable Metal LaddersC. Fixed LaddersD. Job-Made LaddersE. Reinforced Plastic LaddersF. Rolling LaddersG. Disappearing Attic StairwaysH. Special Duty LaddersI. Utility Step Stools

119






American Ladder Institute 2018 Dues Chart

Associate Members

CompanyNameBatavia Services, Inc.Jimmy VariscoGoshen Stamping Co.Eric KusOwens CorningAnthony ConsoleStrongwell Corp.Keith LiskeyValley Fastene GroupManny DeSantis

Regular Members

CompanyNameBabcock/Bauer LadderMarc McConnellCosco Home & OfficeLarry VorisHasegawa USARichard SchwererLouisville Ladder GroupTom SchmittLynn Ladder & ScaffoldingAlan KlineTri-Arc ManufacturingRon SchwartzTricam IndustriesDennis SimpsonWerner CompanyDave Plotner

Pay StatusPaidPaidPaidPaidPaid

Pay StatusPaidPaidPaidPaidPaid3 Installments PaidPaidPaidLittle GiantRyan Moss

120

pg. 1

MEMORANDUM DATE: September 20, 2018 TO: ALI Board of Directors FROM: Pam O’Brien, Executive Director RE: August Financials Summary of Operating Revenue and Expenses Current Month Year to Date Annual Budget Actual Budget Actual Budget Budget 6+6

Forecast Revenue $11,148 $ 19,700 $237,515 $241,786 $304,533 $315,341 Expense $31,370 $ 25,971 $278,058 $252,262 $363,940 $373,308 Net Income (Loss) ($20,222) ($6,271) ($40,543) ($10,476) ($59,407) ($57,967)

The 6+6 (half year) forecast is included on these financial statements. Administration (110)

x Revenue: o Overall, dues collection stands at $100,240 against a budget of $125,248, which is

93.5% of annual budget. o Forecast adjustments account for the loss of an associate member and anticipated

receipt of a regular member final payment. Anticipated year-end dues collection 99% to budget.

x Expense: o Legal fees exceed budget with total forecasted at $18,163 ALI was deposed as part of

an ongoing lawsuit related to ANSI A14.2. The final invoice payment will be reflected on the September statements.

Spring Meeting (111) x Revenue:

o All revenue for the Spring Meeting has been reported. x Expenses:

o All expenses for the Spring Meeting have been reported. x Net loss for the Conference is ($7,175) which is $3,125 less than annual budget due to food

and beverage, and staff travel expense savings.

Fall Meeting (112) x Revenue:

o Registration income to date is $9,150, which is 92% to budget. o Associate sponsorship as of August 31 is $1,350, which is 50% to budget.

x Expenses: o Expenses currently at $3,008 represent the required deposit at the time of contract

finalization for the Nashville meeting and marketing staff time.

121

pg. 2

Ladder Safety (130) x No expenses posted outside of anticipated operations activities charges.

National Ladder Safety Month (150)

x Revenue: o Final sponsorship stands at $41,000. All sponsorship payments have been received.

x Expenses: o Expenses for 2018 are complete and work has started for the 2019 program.

x Net loss for the initiative was ($13,018) which was less than the budgeted loss due to an increase in sponsorship revenue of $11,000 over budget.

Standard Sales (160)

x Revenue: o Reported standards revenue continues to track close to budget expectations. The total

year-to-date revenue is $74,559, which is 61% to year-end budget. x Expenses:

o ANSI fees are over budget related to a dues increase for 2018. This concludes the summary of the August 2018 financial report for ALI.

122

Cu

rre

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nth

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to-D

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:

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eri

can L

add

er

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12,0

53

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47)

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7%

240

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242

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(2,2

44)

99.0

8%

305

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317

,741

----

----

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31,3

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363

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(19

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)=

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31,3

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5,5

67

)=

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Ne

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cast

Revenue:

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302

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31

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3,2

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0012-1

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79

100

21

78.7

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549

57.8

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reative a

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00

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1,6

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0(1

,640)

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800

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0012-1

10-8

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000 R

eco

rds

stora

ge

102

60

(42)

170.1

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553

480

(73)

115.2

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700

700

0012-1

10-8

980-0

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ffic

e S

upplie

s0

60

60

0.0

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31

100

69

31.1

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100

100

0012-1

10-8

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000 P

hoto

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s8

63

54

13.4

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327

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173

65.3

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750

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0012-1

10-9

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000 M

em

bers

hip

and O

pera

tions

Serv

ices

4,2

87

4,6

00

313

93.2

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33,7

13

36,8

00

3,0

88

91.6

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55,2

00

55,2

00

0012-1

10-9

250-0

000 T

ele

phone &

fax

185

217

32

85.4

4%

1,5

02

1,7

36

234

86.5

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2,6

04

2,6

04

0012-1

10-9

400-0

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trative

00

00.0

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13

0(1

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100

100

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

T

ota

l Exp

ense

s23,9

54

15,5

04

(8,4

51)

154.5

1%

147,9

95

128,8

36

(19,1

59)

114.8

7%

192,4

31

207,8

56

----

----

----

----

----

----

----

----

----

----

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----

----

----

----

----

----

----

----

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----

----

----

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Net

Inco

me (

Loss

)(2

3,9

54)

(9,5

04)

(14,4

51)

252.0

6%

(47,7

55)

(15,5

88)

(32,1

67)

306.3

6%

(67,1

83)

(83,6

16)

==

==

==

==

==

==

==

==

==

==

==

==

==

==

==

==

==

==

==

==

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==

==

==

==

==

==

==

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==

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Pa

ge

4

Am

eric

an

La

dd

er I

nst

itu

te

Sta

tem

ent

of

Act

ivit

ies

Su

mm

ary

of

All

Un

its

Fo

r th

e E

igh

t M

on

ths

En

din

g A

ugu

st 3

1,

20

18

126

Curr

ent

Month

Year-

to-D

ate

2018

Vari

ance

% o

fV

ari

ance

% o

fA

nnual

6 +

6

Desc

ription

Act

ual

Budget

Fav /

(Unfa

v)

Budget

Act

ual

Budget

Fav /

(Unfa

v)

Budget

Budget

Fore

cast

Revenue:

0012-1

11-3

310-0

000 R

egis

tration

00

00.0

0%

8,1

00

10,0

00

(1,9

00)

81.0

0%

10,0

00

8,1

00

0012-1

11-4

100-0

000 S

ponso

rship

s0

00

0.0

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1,8

00

2,7

00

(900)

66.6

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2,7

00

1,8

00

0012-1

11-4

220-0

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ousi

ng C

redit

00

00.0

0%

1,3

16

01,3

16

0.0

0%

1,2

00

1,3

16

----

----

----

----

----

----

----

----

----

----

----

----

----

----

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----

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T

ota

l Revenue

00

00.0

0%

11,2

16

12,7

00

(1,4

84)

88.3

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13,9

00

11,2

16

----

----

----

----

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Exp

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s:

0012-1

11-5

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ual

00

00.0

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1,2

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1,2

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1,2

00

0012-1

11-5

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00

00.0

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1,7

26

2,7

00

974

63.9

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2,7

00

1,7

26

0012-1

11-5

350-0

000 B

reakf

ast

s/lu

nch

es

00

00.0

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1,0

45

1,7

50

705

59.6

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1,7

50

1,0

45

0012-1

11-6

470-0

000 G

ratu

itie

s0

00

0.0

0%

0100

100

0.0

0%

100

0

0012-1

11-8

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elc

om

e R

ece

ption

00

00.0

0%

5,0

00

5,0

00

0100.0

0%

5,0

00

5,0

00

0012-1

11-8

940-0

000 E

vent

Serv

ices

00

00.0

0%

5,1

50

5,1

50

0100.0

0%

5,1

50

5,1

00

0012-1

11-9

030-0

000 M

ark

eting a

nd C

om

munic

ations

Serv

ices

00

00.0

0%

3,7

94

3,9

00

107

97.2

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3,9

00

3,7

94

0012-1

11-9

390-0

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ravel -

sta

ff0

00

0.0

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477

4,4

00

3,9

23

10.8

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4,4

00

477

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

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----

----

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----

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----

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----

----

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----

----

----

T

ota

l Exp

ense

s0

00

0.0

0%

18,3

91

24,2

00

5,8

09

76.0

0%

24,2

00

18,3

42

----

----

----

----

----

----

----

----

----

----

----

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----

----

----

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----

----

----

----

----

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Net

Inco

me (

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00

0.0

0%

(7,1

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00)

4,3

25

62.3

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(10,3

00)

(7,1

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==

==

==

==

==

==

==

==

==

==

==

==

==

==

==

==

==

==

==

==

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==

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Pa

ge

5

Am

eric

an

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dd

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nst

itu

te

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tem

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of

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All

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r th

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igh

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ths

En

din

g A

ugu

st 3

1,

20

18

127

Curr

ent

Month

Year-

to-D

ate

2018

Vari

ance

% o

fV

ari

ance

% o

fA

nnual

6 +

6

Desc

ription

Act

ual

Budget

Fav /

(Unfa

v)

Budget

Act

ual

Budget

Fav /

(Unfa

v)

Budget

Budget

Fore

cast

Revenue:

0012-1

12-3

310-0

000 R

egis

tration

4,7

50

5,0

00

(250)

95.0

0%

9,1

50

10,0

00

(850)

91.5

0%

10,0

00

10,0

00

0012-1

12-4

100-0

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ponso

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s450

1,3

00

(850)

34.6

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1,3

50

2,7

00

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2,7

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0012-1

12-4

220-0

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ousi

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redits

00

00.0

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885

885

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

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----

----

----

----

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----

----

----

----

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T

ota

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5,2

00

6,3

00

(1,1

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82.5

4%

10,5

00

12,7

00

(2,2

00)

82.6

8%

13,5

85

13,5

85

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

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Exp

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00

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00

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00

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00

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400

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0012-1

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100

100

0012-1

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00

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2,0

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0012-1

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hip

pin

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00

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vent

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ices

01,9

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1,9

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0.0

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03,2

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3,2

34

0.0

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5,1

50

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50

0012-1

12-9

030-0

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ark

eting a

nd C

om

munic

ations

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ices

693

0(6

93)

0.0

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943

0(9

43)

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1,4

00

1,4

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0012-1

12-9

390-0

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ravel -

sta

ff0

00

0.0

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00

00.0

0%

2,0

00

2,0

00

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

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----

----

----

----

----

----

----

----

----

----

----

----

T

ota

l Exp

ense

s693

1,9

16

1,2

23

36.1

7%

3,0

08

3,2

34

226

93.0

1%

20,4

50

20,4

50

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

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----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

Net

Inco

me (

Loss

)4,5

07

4,3

84

123

102.8

1%

7,4

92

9,4

66

(1,9

74)

79.1

5%

(6,8

65)

(6,8

65)

==

==

==

==

==

==

==

==

==

==

==

==

==

==

==

==

==

==

==

==

==

==

==

==

==

==

==

==

==

==

==

==

==

==

==

==

==

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==

==

==

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==

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==

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Pa

ge

6

Am

eric

an

La

dd

er I

nst

itu

te

Sta

tem

ent

of

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ies

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mm

ary

of

All

Un

its

Fo

r th

e E

igh

t M

on

ths

En

din

g A

ugu

st 3

1,

20

18

128

Curr

ent

Month

Year-

to-D

ate

2018

Vari

ance

% o

fV

ari

ance

% o

fA

nnual

6 +

6

Desc

ription

Act

ual

Budget

Fav /

(Unfa

v)

Budget

Act

ual

Budget

Fav /

(Unfa

v)

Budget

Budget

Fore

cast

Exp

ense

s:

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30-5

100-0

000 A

MS

Pla

tform

and S

upport

163

136

(27)

119.4

9%

715

952

237

75.1

1%

1,5

00

1,5

00

0012-1

30-6

500-0

000 M

ark

eting a

nd C

om

munic

ation S

erv

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2,6

13

1,2

54

(1,3

59)

208.3

3%

10,9

36

8,7

78

(2,1

58)

124.5

8%

13,8

00

13,8

00

0012-1

30-7

000-0

000 Info

rmation T

ech

nolo

gy

Serv

ices

98

136

39

71.6

9%

1,3

24

1,0

88

(236)

121.6

7%

1,5

00

1,5

00

0012-1

30-7

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ther

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eting E

xpense

s1,2

46

415

(831)

300.1

9%

3,3

92

2,9

05

(487)

116.7

7%

4,1

50

4,1

50

0012-1

30-7

700-0

000 P

rinting

20

(2)

0.0

0%

20

(2)

0.0

0%

00

0012-1

30-9

030-0

000 C

reative a

nd D

esi

gn S

erv

ices

570

0(5

70)

0.0

0%

570

1,5

00

930

38.0

0%

1,5

00

1,5

00

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

T

ota

l Exp

ense

s4,6

90

1,9

41

(2,7

49)

241.6

5%

16,9

38

15,2

23

(1,7

15)

111.2

7%

22,4

50

22,4

50

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

Net

Inco

me (

Loss

)(4

,690)

(1,9

41)

(2,7

49)

241.6

5%

(16,9

38)

(15,2

23)

(1,7

15)

111.2

7%

(22,4

50)

(22,4

50)

==

==

==

==

==

==

==

==

==

==

==

==

==

==

==

==

==

==

==

==

==

==

==

==

==

==

==

==

==

==

==

==

==

==

==

==

==

==

==

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==

==

==

==

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==

==

==

==

==

==

==

Pa

ge

7

Am

eric

an

La

dd

er I

nst

itu

te

Sta

tem

ent

of

Act

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ies

Su

mm

ary

of

All

Un

its

Fo

r th

e E

igh

t M

on

ths

En

din

g A

ugu

st 3

1,

20

18

129

Curr

ent

Month

Year-

to-D

ate

2018

Vari

ance

% o

fV

ari

ance

% o

fA

nnual

6 +

6

Desc

ription

Act

ual

Budget

Fav /

(Unfa

v)

Budget

Act

ual

Budget

Fav /

(Unfa

v)

Budget

Budget

Fore

cast

Revenue:

0012-1

50-4

100-0

000 S

ponso

rship

s0

00

0.0

0%

41,0

00

30,0

00

11,0

00

136.6

7%

30,0

00

41,0

00

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

T

ota

l Revenue

00

00.0

0%

41,0

00

30,0

00

11,0

00

136.6

7%

30,0

00

41,0

00

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

----

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----

----

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----

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----

----

----

----

----

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ense

s:

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ther

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eting E

xpense

01,4

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rmation T

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Am

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fV

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6

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Am

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titut

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tate

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t of F

inan

cial

Pos

ition

Aug

ust 3

1, 2

018

133

Current Month Year-to-DateVariance Variance Annual 6 + 6

Description Actual Budget Fav/(Unfav) Actual Budget Fav/(Unfav) Budget Forecast

Professional Fees------------------------------

Executive Management $7,780 $6,997 ($783) $56,436 $55,976 ($460) $83,969 $83,969Membership and Operations Services (1) $4,287 $4,600 $313 $33,713 $36,800 $3,087 $55,200 $55,200Event Services $0 $1,916 $1,916 $5,150 $8,384 $3,234 $10,300 $10,250Marketing and Communications Services $4,536 $5,214 $678 $58,607 $43,438 ($15,169) $65,700 $64,594Creative and Design Services $960 $1,000 $40 $11,445 $10,700 ($745) $13,500 $13,140Financial Management and Accounting Services $1,417 $1,416 ($1) $11,333 $11,328 ($5) $17,000 $17,000Information Technology Services $294 $211 ($83) $1,630 $2,288 $658 $3,000 $3,000

-------------------- -------------------- -------------------- -------------------- -------------------- -------------------- -------------------- --------------------Total Professional Fees $19,274 $21,354 $2,080 $178,314 $168,914 ($9,400) $248,669 $247,153

Value Added Services-------------------------------------

AMS Platform and Support $1,496 $1,469 ($27) $11,382 $11,616 $234 $17,500 $17,500LMS and Support $0 $0 $0 $695 $620 ($75) $620 $695Project Printing and Support $0 $0 $0 $1,070 $1,200 $130 $1,200 $1,070

-------------------- -------------------- -------------------- -------------------- -------------------- -------------------- -------------------- --------------------Total Value Added Services $1,496 $1,469 ($27) $13,147 $13,436 $289 $19,320 $19,265

SmithBucklin Affiliated Companies---------------------------------------------------------

-------------------- -------------------- -------------------- -------------------- -------------------- -------------------- -------------------- --------------------=========== =========== =========== =========== =========== =========== =========== ===========

Total Current Year SmithBucklin Fees $20,770 $22,823 $2,053 $191,461 $182,350 ($9,111) $267,989 $266,418=========== =========== =========== =========== =========== =========== =========== ===========

Future Year Professional Fees--------------------------------------------------

Marketing and Communications Services $1,071 $0 ($1,071) $2,084 $0 ($2,084) $0 $0-------------------- -------------------- -------------------- -------------------- -------------------- -------------------- -------------------- --------------------

Total Future Year Professional Fees $1,071 $0 ($1,071) $2,084 $0 ($2,084) $0 $0=========== =========== =========== =========== =========== =========== =========== ===========

=========== =========== =========== =========== =========== =========== =========== ===========Total Professional Fees $21,841 $22,823 $982 $193,545 $182,350 ($11,195) $267,989 $266,418

=========== =========== =========== =========== =========== =========== =========== ===========

(1) Includes any unique specialist services (e.g. technical standards, industry development, etc.)

ALISmithBucklin Fee Statement

August 31, 2018

134

Jan Feb Mar Apr May June July Aug

Beginning Cash 61,157 57,102 117,194 93,489 81,787 90,275 71,111 63,289============== ============== ============== ============== ============== ============== ============== ==============

Operating Cash Receipts110 Administrative 12,016 83,216 2,000 2,000 1,008 0 0 0111 Spring Meeting 7,250 2,200 450 0 1,316 0 0 0112 Fall Meeting 0 0 0 0 0 0 5,300 5,200150 National Ladder Safety Month 0 11,000 0 0 5,000 25,000 0 0160 Standards 1,458 1,229 9,456 21,408 24,378 966 9,716 5,948Accounts Receivable - Collections/(Accruals) 15,065 5,011 6,000 0 0 0 0 0Accrued Interest (105) (105) (105) 252 277 (679) (553) (520)

------------------------ ------------------------ ------------------------ ------------------------ ------------------------ ------------------------ ------------------------ ------------------------Total Operating Cash Receipts 35,684 102,551 17,801 23,660 31,978 25,287 14,463 10,629

Operating Cash Disbursements110 Administrative (13,304) (15,646) (17,615) (16,261) (21,474) (23,889) (15,851) (23,954)111 Spring Meeting (3,586) (5,756) (1,726) (7,323) 0 (2,500) 2,500 0112 Fall Meeting (2,065) 0 0 0 0 0 (250) (693)130 LST (765) (1,459) (1,960) (3,347) (925) (2,513) (1,279) (4,690)150 National Ladder Safety Month (15,505) (19,572) (7,781) (5,180) (366) (4,270) (1,346) 0160 Standards (5,637) (1,331) (12,529) (3,000) (449) (10,930) (1,800) (2,033)250 (1,200) 1,200 0 0 0 0 0 0Future Year Expense - Other 10,701 0 0 0 0 (1,028) (4,814) (5,743)Accounts Payable - Accruals/(Disbursements) (8,484) 0 0 0 0 0 0 0

------------------------ ------------------------ ------------------------ ------------------------ ------------------------ ------------------------ ------------------------ ------------------------Total Operating Cash Disbursements (39,844) (42,564) (41,611) (35,110) (23,214) (45,129) (22,839) (37,113)

Net Operating Cash Flows (4,160) 59,987 (23,810) (11,450) 8,764 (19,842) (8,376) (26,484)============== ============== ============== ============== ============== ============== ============== ==============

Non-Operating Cash Receipts

Money Market Interest Received 105 105 105 (252) (277) 679 553 520------------------------ ------------------------ ------------------------ ------------------------ ------------------------ ------------------------ ------------------------ ------------------------

Total Non-Operating Cash Flows 105 105 105 (252) (277) 679 553 520

Ending Cash Balance 57,102 117,194 93,489 81,787 90,275 71,111 63,289 37,324============== ============== ============== ============== ============== ============== ============== ==============

American Ladder InstituteSchedule of Cash Receipts & Disbursements

August 31, 2018

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Review of the ALI Strategic Plan is conducted at the Annual Spring and Fall Conferences to track and evaluate progress made toward the goals and objectives of the organization, and to update the plan with new initiatives. In an effort to streamline the process and target key items for the coming year, the following high priority areas have been identified for discussion. (Note: the complete Strategic Plan document has been included in your Conference Book materials. It will not be reviewed line by line during the meeting. If there is another target area(s) you feel should be added to the list below, please communicate with Pam O’Brien at ALI headquarters.):

x EDUCATION/PROMOTION OF SAFETY The ALI is committed to the education of the public as to the proper selection, care and safe use of ladders. Tactics

o Conduct a bi-annual review of all existing training modules to keep the modules current and to incorporate valid user feedback and constructive criticism. Plan to review one module at each meeting. � Revision/redevelopment of video modules in 2019

o Partner with OSHA on sharing of safety resources/training � Formal OSHA Alliance application � Partnerships with other industry organizations – i.e. SAIA

x ORGANIZATIONAL SUSTAINABILITY � Maintain financial stability

Tactics � Continually search and solicit new regular, associate, alliance, international manufacturer

and alliance members including attempting to convince former members to rejoin � Review financial performance

� Create and maintain membership value

Tactics � Conduct interesting and informative semi-annual meetings

� Review costs and locations

� Create a Strategic Marketing Initiatives and Investments document for each calendar year as a supplement to this Strategic Plan Tactics

� Assess the ALI Strategic Plan and prepare a marketing document detailing ideas, concepts and projected costs to accomplish Strategic Plan initiatives during the calendar year. � National Ladder Safety Month sponsorship opportunities

� Conduct a SWOT exercise bi-annually (guidelines provided with Conference Book)

Tactics � In order to assess the members’ perceptions of strengths, weaknesses, opportunities and

threats, conduct SWOT brainstorming sessions

2018�ALI�Fall�Conference�Strategic�Plan�Review�and��SWOT�Analysis�Exercise�

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AMERICAN LADDER INSTITUTE

Strategic Plan 2016-2018 Revised: February 28, 2018

MISSION

The mission of the American Ladder Institute is to promote the safe use of our products as well as to advance the common business interests of our members through a commitment to: ¾ Development and dissemination of appropriate standards. ¾ Education of the public as to the proper selection, care and safe use of ladders. ¾ Representation of the interests of its members.

SIGNIFICANT ACCOMPLISHMENTS

(In Past 10 Years)

9 Put ALI on a sound financial footing by cost containment, dues adjustments, and standards pricing policies. Increased net assets from under $100,000 to over $500,000.

9 Published and sold ANSI A14 standards. 9 Added Tech Street and IHS as standards sellers along with ANSI. 9 Added a new standard (ANSI A14.8 and A14.11). 9 Developed and launched an online multimedia training program (MTP) with separate

modules for step, extension and single, articulating, and mobile ladders. 9 Upgraded all modules including: incorporating user suggestions, making the modules

“responsive” for use on mobile devices and generally upgrading and improving usability and functionality.

9 Developed all modules in Spanish as well as English. 9 The ALI website is now responsive. 9 Updated the LST website to become more user friendly. 9 Initiated the first-ever National Ladder Safety Month, focused on expanding the

awareness of ladder-related safety across the United States and world.

STRATEGIC INITIATIVES EDUCATION/PROMOTION OF SAFETY The ALI is committed to the education of the public as to the proper selection, care and safe use of ladders. Tactics

x Conduct a bi-annual review of all existing training modules to keep the modules current and to incorporate valid user feedback and constructive criticism. Plan to review one module at each meeting. Who: ALI Membership When: Bi-Annually Status: Module 1 was reviewed in the Fall 2015 meeting. Module 2 was reviewed at the Spring 2016 meeting. Module 3 was reviewed at the Fall 2016 meeting. Module 4 was reviewed at the Spring 2017 meeting. Review module 1 at the Fall 2017 meeting.

x Add a training module on lifting, handling and transporting ladders within existing modules. (Consider adding new module for Lifting, Handling in 2017.)

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Who: Outreach Committee and Standards Committee When: By the end of 2017 Status: Reviewed and discussed at the Spring 2017 meeting. Decided to seek out cost to update one module a year, with quotations prepared by the Fall 2017 Board meeting.

x Partner with OSHA on sharing of safety resources/training. Who: ALI When: Ongoing Status: See Marketing Proposal. (Application for OSHA Alliance Membership was submitted in August 2018. Evaluation of application by OSHA, in process.)

x Add a minimum 150,000 new registered users to multimedia training program (MTP) each year (see Public Relations below). Who: Outreach Committee and ALI Staff When: Ongoing Status: See Marketing Proposal

PUBLIC RELATIONS The ALI is committed to expanding its influence and the awareness of its mission and programs related to ladder safety with the safety community and with all ladders users. Tactics

x Develop and maintain a comprehensive marketing plan to promote and create awareness of the ALI safety training resources to include:

o Paid advertisements o Development and dissemination of articles on the MTP including endorsements o Search engine optimization including Google Ad Words o Consideration of direct mail campaigns o Searching for opportunities for free radio and TV promotions o YouTube

Who: ALI Staff and Outreach Committee When: Ongoing Status: See Marketing Proposal

x Consider opportunities to promote MTP to DIY ladder users. Who: ALI Staff and Outreach Committee When: Originally 2015 and now ongoing Status: See Marketing Proposal

x Address the high ranking of ladders on the OSHA top ten citations list (movement from #7 to #3) and any other public listing. Who: Board of Directors and ALI Staff When: See third bullet under Education

ANSI STANDARDS CREATION AND MAINTENANCE Continually review, revise and release standards related to the design and construction of safe ladders. Specific planned actions during the planning period related to the creation and maintenance of standards are as follows:

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x By December 31, 2017 A14.2 - published A14.5 - published A14.3 A14.4 – anticipated publication 12/2018 A14.1 – published 2018 A14.11 – published 2018 A14.9

x By December 31, 2018 A14.7 A14.8

Increase ALI’s influence to A14 Committee to keep on schedule of updating all standards on 3-5 year basis. As of 2016, Dave Plotner is the new A14 Chairman and has committed to the 3-5 year plan. ORGANIZATIONAL SUSTAINABILITY 1. Maintain financial stability Tactics

x Evaluate the dues structure bi-annually at the spring meeting starting in 2015. Dues were last raised 3 years ago. Who: Board of Directors When: Every Other Spring Meeting Status: Board unanimously agreed to no dues increase for the 2017 dues cycle at the 2017 Spring Meeting. Review again in Spring 2018 with no increase planned.

x Evaluate dues categories and consider expanding membership opportunities for industry companies and safety organizations. Who: Board of Directors When: Spring 2018 Board meeting Status: Membership categories for Affiliate, Alliance, Emeritus, International Manufacturer and International Alliance member types created. Dues established (May 2018 Board Meeting Conference call).

x Evaluate standard sales and pricing annually at fall meeting starting in 2015. Who: Board of Directors When: Every Fall Meeting Status: Board unanimously agreed to no increase for the 2017 standard sales. Review again in Fall 2017 and price increased to $275.

x Evaluate conference registration fees at spring meeting starting in 2015. Look at guest pricing and consider actual cost of meals. Evaluate pricing for more than one person from each company to attend the Conference. Who: Board of Directors When: Every Spring Meeting Status: Board unanimously agreed to maintain the registration rate structure at the Spring 2017 meeting Member: $800 Second Member: $300 Guest: $150

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x Review financial performance monthly and at every meeting. Who: Board of Directors When: Monthly Status: Ongoing

x Review ANSI standards sales contract for renewal. Who: Board of Directors When: Every Fall Meeting Status: Review contract at the Fall 2017 meeting.

x Review Tech Street and IHS standards sales contracts for renewal. Who: Board of Directors When: Every Fall Meeting Status: Review contract at the Fall 2017 meeting.

x Continually search and solicit new regular and associate members including attempting to convince former members to rejoin Who: Board of Directors When: Every Fall Meeting Status: To be reviewed at the Fall 2017 meeting.

2. Create and maintain membership value. Tactics

x Maintain ALI position in ANSI A14 standards development, publication and sales. Who: Board, ALI Staff and Standards Committee When: Ongoing

x Maintain ALI’s position as the foremost resource in the ladder industry for safety training and education. Who: Board, ALI Staff When: Ongoing

x Conduct interesting and informative semi-annual meetings. Who: Board, ALI Staff and Outreach Committee When: Ongoing

x Search for new ways to advance the credibility and stature of the ALI, the ALI members, and the ladder industry as a whole. Who: Board, ALI Staff When: Ongoing

x Continue to list ALI members on all MTP modules thereby providing value by identifying the companies responsible for the training. Modify these lists to keep current. Who: ALI Staff When: Ongoing

3. Conduct a SWOT exercise bi-annually

Tactics x In order to assess the members’ perceptions of strengths, weaknesses, opportunities

and threats, conduct SWOT brainstorming sessions

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Who: President or designee to moderate the session When: Bi-annually at the Fall Meeting (Note: The recap of the 2016 SWOT Analysis is included as Appendix 1 to this plan) Status: Completed at the Fall 2016 meeting. Conduct the next SWOT Analysis at the Fall 2018 meeting.

x Use the SWOT analysis results to make and changes the members consider proper and

advisable in the then current plan, and use as input for the subsequent plan. Who: All When: After each SWOT exercise Status: Completed at the Fall 2016 meeting. Conduct the next SWOT Analysis at the Fall 2018 meeting.

4. Clearly define and publish the services provided by the ALI Association Management firm Tactics x Outline the scope of support services provided broken down by category.

Who: ALI Staff When: Early 2017 Status: This updated Scope of Support Services is included as Appendix 2 to this plan.�An updated, 2019 Scope of Support Services document will be provided after approval of the 2019 budget.

x Review the General Services Agreement annually and update it for the next calendar

year as necessary and appropriate. Who: Board of Directors and ALI Staff When: Annually between the Fall and Spring meetings

5. Create a Strategic Marketing Initiatives and Investments document for each calendar

year as a supplement to this Strategic Plan Tactics x Assess the ALI Strategic Plan and prepare a marketing document detailing ideas,

concepts and projected costs to accomplish Strategic Plan initiatives during the calendar year.

Who: ALI Staff for acceptance by the Board of Directors When: Annually in January for that calendar year Status: The “2018 Strategic Marketing Initiatives and Investments: High-Level Snapshot” document, approved at the Fall 2017 meeting, is included as Appendix 3 to this plan. A proposed “2019 Strategic Marketing Initiatives and Investments: High-Level Snapshot” document is included within the Board book for Board review.

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APPENDICES TO ALI STRATEGIC PLAN

1. RECAP OF 2016 SWOT ANALYSIS 2. SMITHBUCKLIN SCOPE OF SERVICE FOR 2018 3. 2018 STRATEGIC MARKETING INITIATIVES AND

INVESTMENTS: HIGH-LEVEL SNAPSHOT

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APPENDIX 1: RECAP OF 2016 SWOT ANALYSIS

The information below was captured during the SWOT Analysis brainstorming session at the Fall 2016 Meeting, and then referenced during the strategic planning session.

Strengths

x Experience x Financials x Technical x Voice x High % of ladder made x Proactive with ladder safety standards * x Website * x Credibility * x Strategic Plan

Weaknesses x Funding/Limited x Increase Membership * x Value of benefits to membership (to smaller company) * x Standard process/approval x Lack of data *

Opportunities x Real Data (trends) * x Standard Development * x Technology x OSHA (improve relationship) * x Resource Development x Co. mtg. format

Threats x Legislation/Mandates * x Other agencies (e.g. OSHA) offering similar programs * x Financial growth x Shrinking Industry * x Slow response to new codes x Litigation x Insurance Cost

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GENERAL ADMINISTRATION SERVICES

Daily Activities: 1. Handle and respond to all inquiries from members, leaders, media and the public

regarding ALI, ALI activities, ALI’s Ladder Safety Training, and A14 Standards. 2. Maintain all legal records in accordance with the IRS and state of incorporation

requirements. 3. Maintain general corporate files including membership reports, position statements, and

membership correspondence. 4. Handle legal correspondence as appropriate. 5. Update standard operating procedure manual, as necessary.

Weekly Activities:

1. Process Accounts Payable. 2. Generate Accounts Receivable invoices. 3. Maintain communication with key board members and volunteers.

Monthly Activities:

1. Perform all headquarters activities to maintain the day-to-day operations of ALI, including the supervision and performance of staff.

2. Prepare journal entries. 3. Generate & maintain reports as requested. 4. Set team meeting schedule and prepare plans for all projects, including charters and

specific deliverables for major initiatives. 5. Review and evaluate monthly financial statements. 6. Disseminate monthly financial statements to board or a subset thereof as designated by

ALI. 7. Monitor revenue to ensure it is in line with budget assumptions and recommend

expense adjustments to off-set any variances in actual revenue received. 8. Prepare comprehensive management report of activities, operations and finances for

review by the Board of Directors. 9. Review for accuracy all marketing and communication messages.

Yearly Activities:

1. Develop an annual work plan to accomplish the goals identified in the strategic plan. 2. Support the Certified Public Accountant to conduct the annual audit. 3. Provide work papers and information to support the annual audit. 4. Recommend and implement pertinent financial policies as necessary and approved by

Board of Directors (i.e. Investment policy, Expense Report policy, Fund-Balance policy). 5. Coordinate annual budget activities. 6. Draft budget to be presented to the board by an agreed upon deadline. 7. Provide accounting with approved budget, by month. 8. Prepare a financial forecast on a quarterly basis. 9. Ensure that the ALI is adhering to its bylaws and policies in its daily operations. 10. Ensure appropriate filings to maintain incorporation status. 11. Assist in developing investment/financial policies to foster long-term financial health of

organization. 12. Conduct outreach for National Ladder Safety Month sponsorship opportunities.

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MEMBERSHIP SERVICES Daily Activities:

1. Process all membership dues from lockbox, mail, phone and web site. 2. Process membership refunds. 3. Handle all general membership inquires via phone, fax and email. 4. Input new member applications into database and update renewals. 5. Update membership information. 6. Provide and maintain overall database management. 7. Review and update web site membership areas.

Weekly/Monthly/Annual Activities:

1. Create and mail membership information to prospective members. 2. Create and mail membership renewal letters/dues invoices. 3. Implement the conversion to a calendar year membership renewal cycle. 4. Provide Board of Directors with a membership report. 5. Monitor the board and membership pages of the Web site to ensure accurate and

current information. 6. Review all printed and electronic pieces regarding membership to ensure accurate and

current information. 7. Support the Standards Committee scheduling meetings. 8. Maintain membership application and update as necessary. 9. Ensure that online membership directory is maintained and operates smoothly. 10. Perform membership/registration database cleanup & quality checks. 11. Maintain membership administration and marketing plan, including standardized report

on membership renewals and new members. 12. Maintain standard royalty payments.

Year-round Activities:

1. Oversight of all ALI programs including: a. Membership – the retention of members, processing of new membership,

preparation of dues invoices, generation of membership reports, updating and maintenance of the membership database.

b. Spring Conference c. Fall Conference d. LadderSafetyTraining.org e. ALI website – review and update the web site in to reflect current LMA

programming and services. f. Support the Nominations/Election process for the ALI Board of Directors

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A14 STANDARDS Daily/Weekly/Monthly/Annual Activities:

1. The Executive Director to serve as the Secretariat to include the following duties: x Organize and provide operational support to the A14 Committee

including secretarial services; meeting notices and arrangements; preparation and distribution of meeting agendas, minutes, ballots, and draft standards; and maintenance of adequate records.

x Maintain ANSI accreditation in accordance with ANSI requirements, including maintaining and submission of all required documentation. E.g. A14 Committee Procedures, meeting and ballot records, committee roster, ANSI filings for revising, public review and approval of standards.

x Oversee the Committee's compliance with the Committees procedures. x Maintain a roster of the Committee and a list of Standards for which

the Committee is responsible. x Provide, upon request, the affiliation and interest category of each member of

the ASC A14. x Plan and provide for an annual Spring and Fall Committee meeting. x Submit candidate standards approved by the Committee, with supporting

documentation, for ANSI review and approval as American National Standards.

x Publish or arrange with ANSI for publication of its standards, revisions, and addenda

x Perform other administrative functions as required by the Committee procedures. x Hold bi-monthly A14 Steering Committee calls.

2. Monitor and maintain the contractual relationships with ANSI, Techstreet and IHS. 3. Record and allocate monthly and quarterly standard sales accordingly as reported by

ANSI, Techstreet and HIS. 4. Evaluate and respond to all requests for standard interpretations and comments.

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BOARD AND COMMITTEE MEETINGS SERVICES Year-round Activities: 1. Communicate with board members and staff regarding dates & location of board meetings. 2. Coordinate board meeting site logistics with conference planner and/or Executive Director. 3. Coordinate board agenda and materials with President, Executive Director and staff. 4. Coordinate dissemination of board agenda and materials. 5. Distribute pre-meeting materials for conference call and face-to-face meetings. 6. Prepare, maintain and distribute board minutes. 7. Participate and support the Standards Committee. 8. Prepare monthly Board reports.

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MARKETING & COMMUNICATION SERVICES

Year-round Activities: 1. Serve as strategic marketing counsel and participate in board of directors meetings/calls as

appropriate. 2. Attend Board of Directors meetings and provide status reports as appropriate. 3. Develop annual marketing/communications plan to promote ALI membership (new member

acquisition and retention), products and services, including National Ladder Safety Month. 4. Provide strategic oversight, counsel and project management for all ALI, LST and National

Ladder Safety Month MCS projects/programs as assigned in the budget. 5. As necessary, assist with Headquarters/staff presentations to the Board of Directors. 6. In coordination with the Administrative and IT staff, lead updates and overall maintenance of

the ALI, LST and National Ladder Safety Month websites as included in the budget to ensure quality control, optimization for search engines and adherence to style guidelines.

7. Lead or assist in communications (drafting, editing and/or reviewing, as appropriate) to ensure quality control, consistency of ALI style guidelines and professionalism.

8. Provide management oversight of ALI and National Ladder Safety Month social media channels as the community manager and coordinate with ALI volunteers and partners to enhance social media reach.

9. Place targeted advertisements (social, search engine) as outlined in the marketing plan. 10. Maintain the integrity of the ALI brand by furthering its presence as the go-to resource for

ladder standards. 11. Establish and grow awareness of the National Ladder Safety Month brand through channels

and outreach outlined in the marketing plan. 12. Support National Ladder Safety Month sponsorship fulfilment across ALI channels, as

defined by the secured contracts. 13. Analyze metrics regarding the websites and all outbound marketing activities on a quarterly

basis, including the use of Google Analytics.

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��

EVENT SERVICES Spring and Fall Conference Site Selection & Contract Management – Activities

1. Draw up a Request for Proposal (RFP) that represents preferred meeting pattern, the required sleeping room block, meeting room space and concessions from the hotel.

2. Release this RFP to the hotel community in up to two cities the association has indicated.

3. Work with SmithBucklin national sales representatives, city representatives as well as property sales representatives to ensure timely replies.

4. Compile a comparison report of proposals 5. Recommend one of the options to the association with supporting analysis. 6. Using SmithBucklin Event Services contract with our proprietary clauses, negotiate a

contract that mitigates financial risk to the client to the extent possible. 7. Ensure the contract accurately reflects the desired sleeping rooms, meeting space and

concessions. 8. Present contract for Association approval 9. Review liability statement with staff pointing out financial risk factors of the contract and

parameters affecting the meeting. 10. Notify properties and national sales representatives of the decision and reasoning

Logistics Management – Activities

1. Audio Visual management - negotiation, selection 2. Food and Beverage – negotiation, selection and guarantees 3. Specs/Schedule of Events - Includes compiling all relevant information, creation,

review/maintenance of specs and banquet event orders, hotel contact and final arrangements with hotel/conference center

4. Housing - Tracks, reports and distributes pick-up, maintains relationship with hotel reservation contacts. Manages HQ housing needs (staff, speakers (if applicable), concessions.

5. Receptions - Assumes coordination for special arrangements in conjunction with the Welcome Reception and Associates Event

6. Provide best practices counsel to conference committee Financial Management - Activities

1. Create & monitor conference budget 2. Reconcile final event bills 3. Financial Statement monitoring 4. Report final conference financials to Executive Director

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�TECHNOLOGY INFRASTRUCTURE & WEB SUPPORT

Activities supported by Information Technology Services (ITS) on behalf of ALI:

a. Website Hosting b. Membership Database Hosting & Support c. Infrastructure for Headquarters Staff d. Website Development & Online Management e. Other Technology Services Projects

ITS will be proactive in suggesting new products, services, updates and pages to ALI website in support of the strategy and business of the organization, including leading the migration of the website to the new YourMembership platform. ITS will have regular and open communication with appropriate volunteers and staff team members. Technology related activities not supported by ITS. The following normal activities are accomplished using technology tools, but use of those tools falls within the scope of other staff on the ALI team.

a. Creating (and in some cases posting) website content. b. Managing content and information within specific Web-based tools (such as

Discussion Forums, Blogs, RSS Feeds, etc.). c. Data entry and management of Membership data within YourMembership.

Year-round Activities:

1. Website hosting: All hardware, software and technical administrative personnel needed to support ALI Web pages. This includes ancillary services, such as password protection of various pages and providing secure encryption for credit card payment details.

2. Web Production: Navigation and graphical updates to ALI’s Web pages as needed, as well as creation of new content areas as requested.

3. Project Management: Site planning and strategy, project planning, troubleshooting, support of strategic initiatives or organization through technology related projects and promotion of the site.

4. Web Development: Custom software development as requested, scoped and approved by ALI.

5. Custom reporting: Reports developed as requested and approved by ALI. 6. Communication with appropriate volunteers and staff team members. 7. Quality assurance is provided through testing of requests based upon submitted

information. If an issue is surfaced where requirements are not met, ITS will correct within an agreed upon timeframe and at no additional cost to ALI.

8. SmithBucklin ITS will follow general project management guidelines and provide ALI with a Statement of Work and budget impact before commencing any work—with the exception of normal, day-to-day website updates through the ITS Support Center.

9. SmithBucklin Web Services professional staff will provide support between ALI and 3rd party vendors where ITS refers the use of such vendors. ITS Support for additional 3rd party tools or integration with current ALI technology outside of this may come at additional cost.

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FINANCIAL MANAGEMENT & ACCOUNTING SERVICES

Daily/Weekly Activities:

1. Receive check deposit documentation from the bank, collect and verify completed general ledger coding and balance to deposit.

2. Prepare cash receipt schedules for credit card and check payments that ensure application to the proper general ledger number.

3. Maintain daily cash position and transfer money between checking and CD accounts as needed.

4. Facilitate accounts payable process. Review invoices for AE approval, general ledger coding, tax information; fill out batch sheet; run control total of invoices; proofread physical check against invoice; and deliver checks to administrative teams for signature and distribution.

Monthly Activities:

1. Create, enter and post all journal entries. 2. Update chart of accounts when changes are indicated (for example, to add new

programs). 3. Reconcile cash accounts to bank statements. 4. Account for investment income and portfolio valuation. 5. Prepare account analyses on all other balance sheet accounts, including those due to

SmithBucklin account, to ensure accurate financial statements. 6. Provide support for the divisions during their reconciliation of registration and sales

records to the general ledger, usually by printing out the general ledger. 7. Provide an accounts receivable status report to the administrative team. 8. Print, review and distribute monthly financial statements. 9. Research and respond to questions from ALI or staff regarding financial activity,

accounting control processes and accounting principles. 10. Maintain financial records for seven years to facilitate research, support the annual audit,

and comply with Internal Revenue Service retention requirements. 11. Maintain monthly cash flow actuals, budget and forecast by program. 12. Recommend strategies to improve association cash position and financial stability. 13. Coordinate and prepare information for meetings of the Board.

Year-round Activities

1. Prepare work papers and provide support for annual audit. 2. Post audit adjustments and reconcile general ledger to audited financial statements. 3. Coordinate distribution of 1099s. 4. Upload excel budget that has amounts allocated to appropriate months. 5. Coordinate investment request for proposal. 6. Facilitate training of incoming treasurer with an orientation program.�

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Overview�of�2018�Strategic�Marketing�Initiatives�and�Investments�Draft�Presented�at�the�Fall�2017�Board�Meeting�

� �

Program� Type�of�Marketing� Specific�Marketing�Initiatives� Investment� Subtotal�by�

Program�

110�

Strategic/Management�

Marketing�Plan� $800��$12,800*�

�MCS�Staff�Time:�

$12,000*�Design:�$800*�

Management�Meetings� $6,000�Financial�Management� $900�Reporting� $1,200��

ALI.org�Website�

Search�Engine�Optimization� $600�Website�Updates/Communications� $2,950�

Website�News�Feed� $350�

111� Spring�Conference�Marketing�

Email�Communication� $550� $3,900*�MCS�Staff�Time�

Report� $650�InͲperson�Attendance�of�Meeting� $2,700�

112�Fall�Conference�Marketing�(Does�not�include�inͲperson�or�virtual�attendance)�

Emails�Communications� $550� $1,400*�MCS�Staff�TimeReport�and�Budget� $850�

130�

Market�Research�

Survey�regarding�effectiveness�of�LST� $1,200�

$23,750*��

MCS�Staff�Time:�$16,000�Design:�$3,600�OOP:�

$4,150*�

Survey�regarding�ladder�safety�and�citations� $1,400�

Press�Release�and�Infographic�for�Survey�Results� $5,100�

Digital�Advertising�

Community�Management� $4,650�Social�Media�Advertising� $4,700�Google�Display�Advertising/Remarketing� $2,350�

Outbound�Marketing�Safety�Ambassador�Program� $550�Email�Communications�(Next�Rung,�etc.)� $3,800�

150� National�Ladder�Safety�Month�

Strategic�Plan�and�Messaging�Platform� $1,100�

$57,250*��

MCS�Staff�Time:�

$30,000*�Design:�$8,200*�Printing:�$1,200*�Postage:�$850*�OOP:�

$17,000*�

Website�Updates/Communications� $5,500�

Direct�Mail�Postcard� $4,500�Press�Releases� $5,700�Email�Communications� $2,600�Marketing�Kits� $450�Digital�Ads�and�Infographics� $18,600�Prospectus*� $5,200�Community�Management� $3,000�Trade�Agreements� $3,200�Committee�and�Staff�Meetings� $6,600�

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�

��*��New�activities�for�2018�*��Scope�for�2018�has�been�reduced�*��Scope�for�2018�has�been�increased�

Wrap�Up�Report� $800�

160� Standards�Marketing�of�Up�to�Five�Updated�Standards�via�Email,�Social�Media�&�Web�Updates�

$4,600�$4,600*�MCS�Staff�Time�

� � Total� $103,700*��Marketing�Staff�Time� $67,900*�Creative�(Design)�Staff�Time� $12,600*�Printing�(marketing�materials)� $1,200*�Postage�(marketing�materials)� $850*�Out�of�Pocket�Expenses� $21,150*�

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�

�

S Strengths Characteristics of an organization that give it an advantage or makes it easier to accomplish the organization’s objectives.

MAINTAIN, BUILD, LEVERAGE W Weaknesses Characteristics of an organization that place it at a disadvantage, or make

it harder to achieve success and the objectives of the organization. REMEDY OR EXIT O Opportunities Things that the organization could exploit to its advantage

PRIORITIZE AND OPTIMIZE T Threats Elements in the environment that could cause trouble or keep the

organization from achieving its goals. COUNTER

Matching – Exploit opportunities by matching strengths to opportunities

Converting – Change weaknesses and threats to strengths or opportunities

Mitigating – For weaknesses or threats that cannot be converted or eliminated – those weaknesses or threats must be minimized or avoided.

Why a SWOT Analysis

To develop a business plan, to determine strategies and tactics to include in that plan, and to have a basis to make the best day-to-day decisions right now it is essential that we develop a full awareness of our situation.

Micro - What are all the detailed elements we need to address and how do we best address those elements? Macro - What are our strengths, weaknesses, opportunities and threats that need to be part of our strategic thinking?

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Criteria Examples

Strengths and Weaknesses

x Value x Awareness x Innovation x Credibility x Perception x Depth x Morale x Leadership

x Human Resources x Finances x Physical Resources/Assets x Knowledge/Experience/Data x Capabilities/Gaps in Capabilities x Unique Selling Points x Location Quality

Opportunities and Threats

x Trends x Funding Sources x Current Events x Society’s Cultural, Political and

Economic Ideology x Regional Considerations x Market Developments x Lifestyle Trends x Obsolescence of Proposition

x Technology Development x Seasonal/Weather Influences x Market Demand x Partnerships/Alliances x Publicity/Exposure x Economy x Financial x Insurmountable Weaknesses

155

AMERICAN�LADDER�INSTITUTE�2018�FALL�CONFERENCE�CONFERENCE�COMMITTEE�MONDAY,�OCTOBER�1,�2018�

2:15pm�–�2:25pm��

�Keith�Liskey,�Strongwell�Corporation� �� Manny�DeSantis,�Valley�Fastener�Group�

�Marc�McConnell,�Bauer�Corporation��

AGENDA��


II. Review�/�Approval�of�Spring�Conference�meeting�minutes��

III. Future�Conferences�a. 2019�Spring�Conference��

�� Phoenician�Resort�–�Scottsdale,�AZ�� SundayͲTuesday,�February�24Ͳ26,�2019�� Discuss�speaker/topics�

b. 2019�Fall�Conference�� Hotel�to�be�confirmed�–�Las�Vegas,�NV�� Late�September�–�Early�October�

�IV. New�business�

�V. Adjournment�

��

��

AMERICAN�LADDER�INSTITUTE�CONFERENCE�COMMITTEE�MISSION�STATEMENT�

�The�ALI�Conference�Committee�is�responsible�for�assisting�staff�in�planning�for�the�semiͲannual�conferences.�This�committee�will�review�the�following�areas:�

�� Conference�site�recommendation�� Possible�conference�speakers�� Opportunities�for�networking�

156

AMERICAN�LADDER�INSTITUTE�2018�SPRING�CONFERENCE�CONFERENCE�COMMITTEE�

MONDAY�FEBRUARY�26,�2018�11:15�am�to�11:25�am�

��

�Keith�Liskey,�Strongwell�Corporation� �� Manny�DeSantis,�Valley�Fastener�Group�

�Marc�McConnell,�Bauer�Corporation��

MINUTES��

I. The�meeting�was�called�to�order.��

II. Fall�Conference�meeting�minutes�were�unanimously�approved.��

III. Future�Conferences�a. The�2018�Fall�Conference�was�discussed.��

i. SmithBucklin�team�to�research�speakers�for�the�conference.��

b. 2019�Spring�Conference�i. It�was�determined�the�conference�will�be�hosted�in�Scottsdale,�

Arizona.��

IV. There�was�no�new�business�to�discuss.��V. The�meeting�was�adjourned.��

��

��

AMERICAN�LADDER�INSTITUTE�CONFERENCE�COMMITTEE�MISSION�STATEMENT�

�The�ALI�Conference�Committee�is�responsible�for�assisting�staff�in�planning�for�the�semiͲannual�conferences.�This�committee�will�review�the�following�areas:�

�� Conference�site�recommendation�� Possible�conference�speakers�� Opportunities�for�networking�

157

CONFERENCE�COMMITTEE�MISSION�STATEMENT�

�ALI's�mission�is�to�promote�the�safe�use�of�our�products�as�well�as�to�advance�the�common�business�interest�of�our�members�through�a�commitment�to:�� Development�and�dissemination�of�appropriate�standards�� Education�of�the�public�as�to�the�proper�selection,�care,�and�safe�use�of�ladders�� Representation�of�the�interests�of�its�members�

�

158


2018�FALL�CONFERENCE�ASSOCIATES�COMMITTEE�

MONDAY,�OCTOBER�1,�2018�2:25pm�–�2:40pm�

�

Keith�Liskey�–�Chair,�Strongwell�Corporation�Manny�DeSantis,�Valley�Fastener�Group�

�AGENDA�

�

I.� Call�to�order��

I. Review/Approval�of�Spring�Conference�meeting�minutes��

II. Associates�Events�a. Event�ideas�for�Spring�Conference�(Scottsdale)�

�III. Associates�Fund�

a. 2018�Balance�b. Projected�Fall�Conference�expenses�(Nashville)�

�IV. Future�Conferences�

a. 2019�Spring�location�–�Scottsdale,�AZ�b. 2019�Fall�location�–�Las�Vegas,�NV�

V. New�business��

VI. Adjournment��

�


ASSOCIATES�COMMITTEE�MISSION�STATEMENT�

�The�ALI�Associates�Committee�is�responsible�for�discussion�and�review�of�those�areas�that�are�of�special�interest�to�ALI�Associate�Members.� These�matters�could�include:�

�� Manufacturer/distributor�interaction�� Maintenance�of�the�associates�capability�handbook�� Review�of�Associates�Conference�reception�

159

AMERICAN�LADDER�INSTITUTE�2018�SPRING�CONFERENCE�ASSOCIATES�COMMITTEE�

TUESDAY,�FEBRUARY�27,�2018�8:00�am�–�8:12�am��

�Keith�Liskey�–�Chair,�Strongwell�Corporation�Manny�DeSantis,�Valley�Fastener�Group�

Minutes��

I. Meeting�was�called�to�order.�� II.�� Fall�Conference�meeting�minutes�were�approved.�

�II. Associates�Events�were�reviewed.�

a. Discussed�final�cost�and�experience�of�the�Spring�Conference�Associates�Event�and�agreed�that�ordering�“off�of�the�menu”�was�preferred�when�financially�possible.�

b. Discussed�need�for�approval�of�the�Associates’�Event�location�and�activity�by�the�Associates’�Committee.�

�III. Associates�Fund�

� � � � ��a.��Discussed�that�the�current�balance�of�the�Associates’�Fund�was�� approximately�$2700.��

�IV. Future�Conferences��

a. Discussed�Fall�Conference�Associates’�Event�in�Nashville�should�include�and/or�be�focused�on�country�music.�

� � � � ��V. New�Business�

a. Discussed�need�to�recognize�Associate�Sponsors�on�signage�at�upcoming�Associates’�Events.�

�VI. Meeting�was�adjourned.�

� � � ��

��

AMERICAN�LADDER�INSTITUTE�ASSOCIATES�COMMITTEE��MISSION�STATEMENT�

The�ALI�Associates�Committee�is�responsible�for�discussion�and�review�of�those�areas�that�are�of�special�interest�to�ALI�Associate�Members.��These�matters�could�include:�

� Manufacturer/distributor�interaction�� Maintenance�of�the�associates�capability�handbook�� Review�of�Associates�Conference�reception��

160

American Ladder Institute Associate Event

This year's Associate Event will be a gathering one can only host in the Capital of Country Music. Dinner and music at 3rd and Lindsley, live music venue with nightly performances from eclectic roster of acts plus available food & drink.

Associate Event Sponsoring Companies

161

conference book - cdn.ymaws.com · esop’s and tax efficient monetization strategies 12:00pm –...

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