Chapter Benchmarking

1
Chapter Benchmarking Reporting(C-BAR) Minimum
Standards

• Region 7
• Presidents Meeting
• Friday, March 3, 2006

Jimmy Zepeda, President, Anaheim Chapter Jack
Wetzel, Region 7 Director, Chapter Standards
Measurements APICS_at_topviewconsulting.com
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C-BAR ProgramRegion 7 Meeting March 3-4

• Friday Section 1 Minimum Standards
• Saturday Section 2 C-BAR

3
Presidents Pre-Survey Results

• Have read the handbook
• Yes 8 No 3
• Have graded their chapter on the 13 criteria
• Yes 3 No 8

4
Presidents Pre-Survey ResultsPositive
Perceptions

• Simple
• Yes 6
• No 4

5
Presidents Pre-Survey ResultsNegative
Perceptions

• Hope its not a bureaucratic nightmare
• Yes 2
• No 9

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What is C-BAR?Chapter Benchmarking Reporting

• Replaces Voluntary Passport Program
• C-BAR has two Sections
• Section 1 Minimum Standards Mandatory Chapter
  submission to Region by July 31 of each year
• Section 2 Voluntary C-BAR submission also due
  to Region by July 31
• Much less writing than Passport
• Excel workbook provided

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Implementation

• Section 1 Minimum Standards must be submitted
  starting this year
• Section 2 may be submitted this year in place of
  Passport submission
• This is the last year for Passport submission
• Region encourages Section 2 this year
• Less work! Documentation should fit in ½ binder
  or can be electronic
• Start the learning curve now!
• Make suggestions for improvement

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Why Use the Improved Excel Workbook (Available by
March 13th)

• Clarified criteria response choices
• Simplified data entry with pull-down menus
• Hyperlinks ease navigation
• Designed to minimize keypunch errors
• Live documentation checklist
• Remark areas for each line item
• Section 2 Chapter Implementation Tool
• Status, tracking, forecast award level
• Full documentation on Instructions page
• Less effort for chapters and region reviewers

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How to Use the Excel File
Review the Improved C-BAR Excel Workbook
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What Happens if the Minimum Standards Are Not Met?

• Chapter falls into revitalization status.
  Action plans required
• Requests for variances, if used, must be reviewed
  annually
• RVP may approved disbandment of Chapter if
  standards not met by year 3
• References
• APICS Section 3.11 of APICS SOP Manual
• Ref page 3 of C-BAR Handbook

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Global View of not Meeting the Minimum Standards
in 2006

• Seven (four) months notice of a major
  restructuring of Association goals for Chapters
• Some non-compliance is normal and expected
• It takes time to shift resources to the
  accomplishment of newly established goals
• Dont get mad or feel bad. It is what it is.
• Take a positive view
• Sharing Region resources minimizes individual
  Chapter effort

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How to Start

• Obtain C-BAR Handbook online
• Obtain Excel workbook online
• Improved Version available by March 13th
• Assign a BOD member to the task
• Complete the Minimum Standards Section
• Email the file to Region 7 (Jack Wetzel)
• APICS_at_topviewconsulting.com
• Schedule slide follows

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Region 7 Commitment

• To set goals for 100 Chapter compliance in all
  13 areas and 100 Chapter submittal on time (July
  31)
• To provide liaison assistance to Chapters to
  achieve maximum compliance
• To cumulate your suggestions for improvement and
  communicate up the chain
• To communicate issues, resolutions, and answers
  to questions

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Items of Non-Compliance

• There are some things you are not doing but are
  able to do them with little effort. We want to
  capture those before June 30
• The good news is that all exist within the region
  and can be shared. All can comply with a little
  effort. This is the Low Hanging Fruit

Review the 2006 Min Stds by Chapter Excel File
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Maximizing theLow Hanging Fruit
By April 15th Chapters Send Excel File to Region
By May 1st Region Analysis of Low Hanging Fruit
By June 30th Chapters Implement Low Hanging Fruit
By July 31st Chapters Submit Final Excel File to
Region
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Summary

• The who, what, why, when, and how of C-BAR
  Minimum Standards have been covered
• Sharing of resources to help Chapters achieve
  meet as many as possible before June 30
• Positive negative perceptions have been noted
  and discussed
• Questions?

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Questions?
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Post-Presentation Survey
Do you feel this session was helpful?
Please attend the Section 2 presentation tomorrow