region v and xiv - may 22, 2004 nick testa - executive v p

APICS. LIFELONG LEARNING FOR LIFETIME SUCCESS®

Region V and XIV - May 22, 2004Nick Testa - Executive V P


Organizational Focus

• Board of Directors = Strategic

• Voice of the Customer Council = Listening to the Market

• Body of Knowledge Council = Product Maintenance, Development, Distribution, and Retirement

• Chapter Development Committee = Meeting the Needs and Supporting the Largest Distribution Channel


Body of Knowledge

CouncilAd Hoc Task

Force

PDG

PDG

PDG

Ad Hoc Task Force

Ad Hoc Task Force

Ad Hoc Task Force

Ad Hoc Task Force

Ad Hoc Task Force

Ad Hoc Task Force


APICS Body of Knowledge Care and Feeding

E&R Foundation(independent source)

SIGs (new Communities of Practice)

New Subjects

Core Content

Obsolete Material

Growth Growth

Concept Life

Aging

Removal

Emerging Topics Industry and InterestCommon

Development

Area

BOK CouncilTask Forces and PDG


• The Body of Knowledge– Content

• Education– Communication

• Certification– Validation

Body of Knowledge

Council


Focus on the principal activities of education and certification

Ensure that evolution of the ongoing Body of Knowledge is at a pace with or ahead of industry overall

Recommend priorities in education and certification for the Board to use in making resource allocation decisions

• Uses information generated by the VOC Council to insure that products/services are responsive to member/customer needs

Body of Knowledge Council


• Commission, Direct, and Monitor Product Development Groups based on clear deliverables

• Assign task forces on special activities

• Evolve SIGs into Communities of Practice




• Chair• VP Ed. Development• VP Ed. Dev. SIGs• CPIM Chair• CIRM Chair• VOC Rep.• Outside Memb.• Current RVP• Region Nominee• Current RVP• Instructor• Instructor• Staff Liaison• Staff Liaison

• Nick Testa• Ron Althaus• Wendy Kremers• Jim Greathouse• Robert Vokurka• TBD• Patricia Wickham• Mike Walsh• Larry Taube• Sybil Melin• Gary Landis• Arvill Sexton• Karen Wynn Freeman• Mark Milroy


Guiding Elements in BOK Evolution

General BOK Maintenance Focus

Quality and utility of materials and delivery methods

New material required to be added Purging old material that is no longer relevant

(Perhaps the creation of an Archive) Improved explanation for elements in

questionable context Improved and Streamlined process for

maintenance Ownership/Responsibility clearly defined to

eliminate redundancy and maximize efficiency


Guiding Elements in BOK EvolutionResources to Draw Upon Chapters E&R Foundation Staff SIGs Contractors

SMEs Educators


Dedicated resources with clear charter, start/end date, and disciplined project management accountable for end to end execution

Support the new overall approach to product development outlined in the strategic plan

Work closely with staff on a product-by-product basis – not creating the product, but rather advising on all aspects of product development and ultimately on marketing and distribution efforts

Staff, reorganized to ensure required levels of support, will do core work of taking a product from research and conceptual development to actual development and on to marketing, delivery, and distribution

PDG


Tasks

General Products to be Defined About 3 PDGs

SIG Based CD Products Small Manufacturing Service Industry? TBD

Peripheral Products Project management? Off shore sourcing?

PDG


Resourcing

Need about 25 to 35 Volunteers 3 to 6 month projects Mostly teleconferences some in

person meetings

PDG


Special Projects Auditing quality of product/service

and the delivery mechanism Identifying product/service

evolution/end-of-life strategies Evaluate the distribution channels for

each product/service and recommend improvements and investments

Ad Hoc Task Force


Resources

2 Standing committees or sets of committees i.e.,the existing C&C committees

Other Task Forces need about 25 to 35 additional volunteers

3 to 6 month projects Mostly teleconferences some in

person meetings

Ad Hoc Task Force


Tasks

CPIM Courseware and exam question Maintenance

Courseware Maintenance Process CIRM Program review Qualified Instructor Program Evolve SIGs into Communities of Practice Product/Service Research and

Development CIRM Courseware and exam question

Maintenance Exam Security review AMES Program review Fundamentals Program review

Ad Hoc Task Force


Courseware MaintenanceChair Jim Greathouse

Module >>> BSCM MPR ECO SMR DSP

Type Revision 2.1 2 2.1 1.2 2

Date Aug-01 Dec-01 Dec-03 Oct-02 Aug-01

Cosmetic 6 5 2 11

Corrected 0 7 0 30

Error 3 15 0 8

Misinterpretation 0 20 0 112

Comm. Input 29 0 8 0

Repeat 3 13 1 1

Suggestion 5 75 1 75

Total 46 135 12 237 In revision


Courseware Maintenance Process

• Chair - Mike Walsh

• Reviewed current process

• Created 4 process maps

• Identifying elements for change

• Implementation to begin


Qualified Instructors

• Co-Chairs - Robert Vokurka and Mark Milroy

• Consolidating inputs (including CDC)

• “Strawman” by next week


CIRM Program Review

• Chair - Sibyl Melin

• Reviewing Holmes proposal and data

• Input from Large Chapter meeting questions


SIGs

• Chair - Wendy Kremers

• Liaison with existing committees

• Developing Communities concepts with staff


New Product R&D

• New Chair Appointed – Ron Althaus


Questions?

region v and xiv - may 22, 2004 nick testa - executive v p

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