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Goal
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Description
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Responsible
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Status
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Goal 1
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Increase Membership
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Objective A
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Recruiting New Category of Membership
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Action Step 1.A.1
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Promote ISM to Supply Chain professionals
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Marketing/Marketing
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List of companies from OC Book List. Formulated script and will start calling companies
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Action Step 1.A.2
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Update Job Descriptions
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President/President Elect
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Completed June 2011
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Action Step 1.A.3
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Develop category interest groups/Blogs
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Communications/Business Mgr.
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Implemented Google Calendar
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Action Step I.A.4.
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Update NAPM-OC Welcome letter to new members
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Membership
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Reviewed letter and no changes required at this time
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Action Step I.A.5.
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Prepare orientation package for new members
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Membership
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On hold until new Membership Chairperson is selected
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Action Step I.A.5.
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Assign official greeter at all NAPM-OC dinner meeting
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TBD
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Complete - Greeters assigned
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Action Step I.A.7.
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Board members to sit at different tables to network and act as the evening’s host
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All
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Complete – Board members sitting at different tables.
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Objective B
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Provide educational opportunities that benefit supply professionals/Capitalize on educational benefits
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Action Step I.B.1.
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Supplier Expo-Educational Resources Committee to determine if one will be held in 2011
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Educational Resource
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No progress to report
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Action Step I.B.2.
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Collaborate with NAPM-LA for a joint meeting/event
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Membership/Marketing
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Complete – decision made to not pursue
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Action Step I.B.3.
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Link to ISM for joint conferences? What can they do for NAPM-OC? What resources are available?
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Education Resource
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No progress to report
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Action Step I.B.4.
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Six Sigma/Kaizen workshops
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Educational Resource
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No progress to report
|
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Objective C
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Prepare succession planning
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Action Step I.C.1.
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Incumbent Executive Board/Committee Chair to review job description with replacements prior turning the job over.
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All
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Goal 2
|
Change name to ISM
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Administration
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Objective A
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Rebrand for new ISM relationship
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|
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Action Step II.A.1.
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Submit name change requirements
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Administration
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Completed June 2010
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Action Step II.A.2.
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Submit documents to State of California
|
Administration
|
Documents submitted. Waiting for feedback from State.
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Objective B
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Costs
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|
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Action Step II.B.1.
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Legal Filings
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Administration/Business Mgr.
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Action Step II.B.2.
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Monitor progress
|
Administration/Business Mgr.
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Objective C
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Implementation
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Action Step II.C.1.
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Follow checklist created by Administration
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Administration/Business Mgr
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Goal III
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Ensure efficient and effective management of the association
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Objective A
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Improve Financial Status
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Action Step III.A.1.
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Contact ISM to negotiate lower cost-10%-$110.00/year (Completed)
|
President
|
Completed. ISM would not reduce cost.
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Action Step III.A.2.
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Teleconference BOD meeting (Completed)
|
President/Business Manager
|
Completed
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Action Step III.A.3.
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Fundraising events-Casino night, Swap meet, Mixer, Wine Tasting, Garage sale
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Fundraising
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Fund Raising committee formed
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Objective B
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Enhance website value to membership
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|
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Action Step III.B.1.
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Add slide to dinner meeting about current job openings
|
President
|
Completed August 2011
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Action Step III.B.2.
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Add a “Did you know” slide to every dinner meeting slide presentation.
|
President
|
Completed August 2011
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Goal IV
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Effectively communicate the value of NAPM-OC to business community
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|
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|
Objective A
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Create an effective marketing campaign promoting NAPM-OC value to business community
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Action Step IV.A.1.
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Internet Advertising-develop the market
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Membership/Marketing
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No progress to report
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Action Step IV.A.1.
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LinkedIn –enhancement and promotion-what about discussion topics? Promote meetings and events
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Communications
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Completed
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Objective B
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Increase sponsorship and business involvement in NAPM-OC
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Action Step IV.B.1.
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Create a list of target sponsors
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Marketing
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On hold
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Action Step IV.B.2.
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Generate email to send to current NAPM-OC Leadership (BOD members and Committee members) requesting a list of possible sponsors
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Marketing
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On hold
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Objective C
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Maintain best website
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Action Step IV.C.1.
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Create AD HOC Committee to review website
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Business Mgr./Communication/Administration
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Web Committee formed August 2011. Update to website completed. Will continue to review and make necessary improvements
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Action Step IV.C.2.
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Website to be user friendly
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On going
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Action Step IV.C.3.
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Create a clear and concise SOW for website modifications
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Will do as needed.
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