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SectionManagementProcess

2002-03AnOverviewChangesSMPCommitteechargedwith:MakingSMPmore“section-friendly”andeasiertouseIncorporatingSocietyandSACgoalsintotheprocess(retention(growth),value,satisfaction)ChangesFundamentalsectionrequirementsfromS-1incorporatedNoextrasubmissionsmandatedJustofficer/committeelistandannualfinancialreportBusinessplanstronglyencouragedtobesubmittedtoRDChangesEnhancedrecognitioncriteria/levelsAdditionaltoolsprovidedEliminatesoneposition–SMPchairThechairandchair-electorifthereisnone,thevicechair,willbetheSMPcontactsQuickSummarySMPfocusesonthecyclicalprocessofrunningasectionMeetingbasicrequirementsPlanningandgoal-settingImplementingplan EvaluatingmemberneedsandsatisfactionEvaluatingprogresstowardsgoalsMeetingbasicrequirementsandplanning…QuickSummaryWidearrayoftoolsareprovidedwithSMPandotherHQtoolsarehighlighted(toolsaredenotedinthispresentationbypinkfontcolor)ManualandtoolsprovideanoutlineofrunningasectionSMPnowmoreofa“HowTo”QuickSummarySMPandtherecognitionpiecehasbeendividedintotwocategories:SectionBasicsSectionPerformanceSectionBasicsSectionsmeetingSBhaveasolidfoundationfromwhichtoservetheircustomers BasedonminimumrequirementsforsectionexistencefromPolicyS-1andSocietyBylawsSectionBasicsSubmitOfficer/CommitteelisttoHQbyMay1,2002Chair,treasurer,auditingchairandexaminingchairpositionsneedtobefilledOfficers/committeelistformSectionBasicsSubmitcomplete,auditedfinancialreporttoHQbyAugust15,2002Treasurer’sManualFinancialreportformsPolicyS-4(treasurerandauditorresponsibilities)SectionBasicsHaveatleast30membersasofMarch31,2002Officer/committeelistformHoldregularlyscheduledactivitiesUpholdbylawsandpoliciesSection,Model,andSocietyBylawsPolicies&ProceduresSectionBasicsToachieveSectionBasicsrecognition,criteriamustbemetbythestateddeadlinesRecognitionsentoutlateAugust:LetterfromRDMentioninjournalofrecordUseofSectionBasicsLogoSectionPerformanceSecondlevelofSMPWherethecycleofsectionmanagementcomesin–PDCAPlanDevelopbusinessplaninspring/summer2002Whatdowewanttodothisyear?Howarewegoingtodoit?Howarewegoingtomeasurethis–howwillweknowifwe’resuccessful?Plan2setsofgoalstoconsider:SMPgoals(basedonSocietyandSACmeasures)Section’sowngoalsandobjectivesPlan-GoalsSMPGoalsBasedonSocietyandSACmeasures:MembersatisfactionMembervalue(domembersvaluetheirsection?)MemberretentionPlan-GoalsSMPGoalsfor2002-03:Retentionrate-increaseby5percentagepoints(comparing02-03rateto01-02rate)FrommembershipfiguresasofMarch31ofeachyearValueandsatisfaction–meetorexceedSocietyaverage(02/03isayeartoestablishbaselines)Thesetwomeasurestakenfrom2002SectionAssessmentSurveyPlan-GoalsSection’sowngoalsBasedonmemberfeedbackandrequirements2001SectionAssessmentSurveyresultsSMARTInalignmentwiththeSociety’s2002-03strategicplan2002-03StrategicPlanandGuidePlanAftergoalshavebeenset….Howwilltheybemeasured?Howwillyouknowyourontherightpathtoreachingthatgoal?PlanGoals/measuredshouldbedocumentedinaplanTemplateisavailable,butyoushouldusewhatworksbestforyoursectionBusinessplantemplateSampleplansfrom701and1414Activityideasfrom1999-00and2000-01TotalQualitysectionsPlanOthertoolstoassistinplanning:KeyDatesManagementCalendarBestPracticesLibraryYourregionalanddeputyregionaldirectorsPlanShareyourplanwithyourRegionalDirectorbySeptember1,2002(notmandatory,butverystronglyencouraged)NoneedtosendplanintoHQRDsmayrecognizesectionsthatmeetthedeadlineDoNowtheplancanbeimplementedThroughouttheyear,progressshouldbecontinuallymonitoredEvent/meetingevaluationsNewmemberneedsassessmentsRetentionrates,etc.DoSinceprogressisbeingtracked,changescanbemadeinordertoimprovechancestoachievegoalsDoManytoolsavailable(SMPtoolsandotherHQtools)tohelpinthisstage:Sampleneedsassessmentsandevaluations(formeetings,events,SEC)MembershiplistsanddownloadingguideGrowthcharts(senttosectionsinsummer)OtherleadershipresourcesonASQNetDoAnnualbusinessreportformGreattemplatetohelptrackbasicprogressAdministrationdatabaseAccessdatabasetohelpmanagemembershiplists/information(availablelatespring2002)RetentionModeldevelopedlatespring/earlysummerCheckInspringof2003,thecheckstagebeginsStarttocompileresultsofbusinessplanDatafrom2002sectionassessmentsurveycanbereviewedSectionswillbeaskedtoassistHQinpromotingparticipationinthissurvey.AnnualbusinessreportformcanbecompletedCheckConductmemberneedsassessmentFigureoutwhatmembersexpectfromsectionMeetingtopics,times,locationsEducationalprogramsCertificationneeds,etc.NeedsassessmentsampleandtipsCheckLookatneedsassessmentsfromnewmembersthathavejoinedthroughouttheyearLookatMarch31,2003membernumbersforretentionMembershiplistsAdministrationdatabaseAct/PlanInlatespring/summer2003,youcanactonthefindingsfromthecheckstageasyouplanforthe2003-04yearThen,theCYCLESTARTSOVERSectionPerformanceTwotypesofrecognitionTotalQualityAwardExcellenceAwardSectionscanachieveboth,oneortheother,ornoneSectionsmustmeetSectionBasicsrequirementsinboth2002-03and2003-04tobeeligibleforrecognitionSectionPerformanceTotalQualityAwardSubmittheresultsofyour2002-03businessplan(andcoverletter)toHQandyourRDbySeptember1,200375%ofgoalsneedtobemetMeetSectionBasicsin2003-04SectionPerformanceSectionExcellenceAwardsMeetSectionBasicsin2003-04MeetSMPgoals:Retention–5pointincrease(asof3/31/03)ValueandSatisfaction–meetorexceedSocietyaverage(from2003SectionAssessmentSurveyresults,availablebySpring04)SectionPerformanceThreegradesofSectionExcellenceAwards:Gold–meetingallthreeofSMPgoalsSilver–meetingtwoofSMPgoalsBronze–meetingoneofSMPgoalsRecognition

TotalQualityAwardLetterfromRD*Certificate*Mentioninjournalofrecord*PlaqueatHQ*Pins(4/section)*Namebadgeribbonat2004AQCAwardpresentedtosectionrep.at2004annualbusinessmee