may 1, 2015 honey johnson cfpim,cirm, c.p.m., cscp colorado chapter president terra grande district...
TRANSCRIPT
May 1, 2015
Honey JohnsonCFPIM,CIRM, C.P.M., CSCP
Colorado Chapter PresidentTerra Grande District Staff
A PRESIDENTIAL CALENDAR
APICS CalendarChapter Calendar What`s on your calendar?
AGENDA
June
Enter board roster in Chapter Board Management site: www.apics.org * At minimum 3 board offi cers must be entered online Additional board members can be added later Designate if Board member has voting rights and if Board
member has access to roster
* NOTE: Must be completed prior to June 30 th
• Or no one will have access to the roster!
APICS CALENDAR
JulySubmit to Corporate APICSSigned Channel Partner Agreement Letter
Must be signed within 30 days of new fiscal year Hint: July 30 th!
Signed Letter of Assertion Fiscal responsibility
APICS CALENDAR
CHAPTER CALENDARS
July
Submit to Terra Grande Distr ict Representative by Ju ly 31 s t : Submit Chapter Partner Agreement Workbook
Required Must be submitted by July 31st
Submit Chapter Benchmarking and Reporting Workbook Optional Must meet CPA minimum standards to participate in C-Bar
Board of Directors Meeting Update Chapter Board Roster
Submit to Terra Grande District Hint: Honey Johnson!
Strategic Planning Meeting Budgeting
Template sent to President and VPs Goal: Balanced
Newsletter Art ic les Due
CHAPTER CALENDAR
August
Board of Directors MeetingMulti-Organization Networking EventBoard of Directors vote on balanced budgetNewsletter Articles Due
CHAPTER CALENDAR
September
Board of Directors MeetingVPs present tactical plansBeginning of year Professional Development MeetingMembership vote on balanced budget
Voting among chapter members present at PDMNewsletter Articles Due
CHAPTER CALENDAR
October
Board of Directors MeetingProfessional Development MeetingAdopt – A- Highway Clean-upNewsletter Articles Due
CHAPTER CALENDAR
November
Board of Directors MeetingChapter Taxes DueChapter Insurance Fee DueProfessional Development MeetingCoats for Colorado
CHAPTER CALENDAR
December
Board of Directors MeetingAdopt-a-Family
Shopping, Sorting, Wrapping, Delivery
CHAPTER CALENDAR
January
Board of Directors MeetingReview Tactical PlansProfessional Development MeetingNewsletter Articles Due
CHAPTER CALENDAR
February
Board of Directors MeetingProfessional Development MeetingNewsletter Articles DueName Nominations Committee Chairman
Begin Board Offi cer nomination process
CHAPTER CALENDAR
March
Board of Directors MeetingPresent Nominated Slate of Board Offi cers to Current
Board of Directors Vote on Slate of Offi cers
Professional Development MeetingNewsletter Articles DueAdopt – A – Highway clean-up
CHAPTER CALENDAR
April
Board of Directors MeetingPublish Slate of nominated Offi cersReview Tactical PlansProfessional Development MeetingVote on Slate of nominated Board Offi cers at PDM
Voting among chapter members present at PDMNewsletter Articles Due
CHAPTER CALENDAR
May
Board of Directors MeetingEnd of Year Professional Development Meeting
Installation of incoming Board Offi cers Announce Member and Company of the Year
Begin planning August Networking Event Order Board of Director Certificates and GiftsWrite letter of accomplishment / Thank You to each
Board of Director and Offi cerAdopt – A – Highway clean-up
CHAPTER CALENDAR
June
Board of Directors MeetingPresent Board of Directors with Certifi cates, letters and giftUpdate Chapter Board of Directors Roster
Submit to Terra Grande District Roster Manager Honey Johnson
Enter Incoming Board of Directors (Key offi cers at minimum) on APICS website *
Strategic Planning Meeting
* NOTE: Must be completed prior to June 30 th
• Or no one will have access to the roster on the APICS website!
CHAPTER CALENDAR
June (Continued)
Prepare Chapter Partner Agreement Workbook to TGD Rep Must be submitted by July 31st
Prepare Chapter Benchmarking and Reporting Workbook to TGD Rep Must meet CPA minimum standards to participate in CBar
CHAPTER CALENDAR
This is my calendar
What is on your calendar?
Please share your Chapter’s unique calendar entries……. Monthly Check list review monthly Annual review of membership demographics Goals Matrix reviewed monthly Review marketing plan
WHAT’S ON YOUR PRESIDENTIAL CALENDAR?
THANK YOU!
Honey JohnsonCFPIM, CIRM, C.P.M., CSCP
Colorado Chapter PresidentTerra Grande District Staff