APICS Region IV
Strategic Planning Toolkit
South Central Mississippi Chapter
August 16, 2003
Region IV Ambassador
Strategic Planning Toolkit Contents
Step Toolkit Contents Page 1 Mission Statement 3 2 Critical Issues – SWOT Analysis 4 3 Brainstorm 2003 – 2004 Activities 6 4 2003 – 2004 Strategic Goals 7 5 2003 – 2004 Strategic Action Plans 8
The mission of the APICS Chapter is to
Sample Mission Statements:
The Atlanta APICS Chapter's mission is to be an acknowledged leader in
providing world class integrated resource management education and
services to the greater Atlanta business community.
Our community includes manufacturers and distributors, retailers and the
service sector. We will be proactive in identifying our customers, and meet
or exceed their educational expectations through a process of continuous
The mission of the Florida Gulf Coast Chapter of APICS is to provide value
to our membership by delivering education programs and offering
opportunities for career development. Florida Gulf Coast Chapter will also
support the local business and academic community by offering
educational resources that will enhance the opportunity of increasing
bottom line performance.
Critical Issues - SWOT Analysis
( Strengths / Weaknesses / Opportunities / Threats )
Name _____________________________ Title________________________
(Your name will not be shared in connection with comments)
Please answer the following questions with “bullet-point” nuggets that
reflect your true and honest feelings about your APICS Chapter. Be brief! This will greatly aid our 2003 – 2004 strategic planning process.
Thanks for your input! (Note: Your comments will be shared, but not
your name. Only you and Fred Tolbert, the workshop leader, will know
what comments you authored.)
Our 3 Biggest Hits
What were our successes in the last APICS year ? Our home runs ? What
went right ? (Please Be Brief)
Our 3 Biggest Misses
What went wrong in the last APICS year ? What did we shoot for, but missed?
Our strike-outs ? (Please Be Brief)
In addressing the following SWOT points, think about and expand on....
- Chapter Administration - Education Programs - Passport Participation
- Budget / Financials - Instructors - Strategic Planning
- BOD Participation - Marketing Efforts - Membership
- Programs - Newsletter – Web Site - Region Staff Support
- Student Chapters - Markets Served - Competition
Our Strengths (Top 3 Biggest – Be Brief)
Where’s our horsepower – that makes us a great chapter ?
Our Weaknesses (Top 3 Biggest – Be Brief)
What imperfections hold us back from being even greater ?
Our Opportunities (Top 3 Biggest – Be Brief) What favorable possibilities (inside & out) should we be considering?
Our Threats (Top 3 Biggest – Be Brief)
What potholes ahead (inside & out) could destroy our good efforts?
Chapter President For A Day
If I could be Chapter President for one day, and make only one decision, this
is what it would be….. (Please Be Brief)
Brainstorm 2003 – 2004 Activities Think of as many ideas as you can for possible 2003-2004 chapter
goals and objectives. We will prioritize them later. Think about what
activities you can do to build on your Chapter’s Strengths and Opportunities and how you can respond to your Weaknesses and
What should you do to improve chapter administration, BOD functions /
communication and financial management to make us a greater chapter?
What should you do to improve your Professional Development Meetings,
plant tours, seminars and other programs offered by the chapter?
How can you improve your educational programs in the coming APICS year?
What will you do to increase new members and retain existing members?
Marketing / Publicity
What innovative APICS marketing and publicity programs will you develop?
2003 – 2004 Strategic Goals
Prioritize the potential chapter activities listed on page 6
above. Select the “Top 10” to be your chapter’s strategic
goals for the year.
1. Select at least one goal from each of the five categories (Chapter
Administration, Programs, Education, Membership and Marketing /
2. Select at least five goals that are easily obtainable and five that
represent “stretch goals.”
3. Identify one goal to represent an innovative chapter activity for the
4. Be realistic about what your chapter can accomplish in a year.
2003 – 2004 Strategic Action Plans
Complete a Strategic Action Plan Worksheet for each of
the Strategic Goals for the 2003-2004 APICS year.
The Strategic Action Plan Worksheet defines the
following for each action plan:
Area Chapter area, such as Chapter Administration,
Programs, Education, Membership and Marketing
/ Public Relations. Revision Documents a goal revision number.
What Defines the specific chapter strategic goal.
Who Specifies who in the chapter is responsible for
successful completion of the strategic goal.
When Specifies when the strategic goal will be
Goal Defines the strategic goal in specific, measurable
Action Steps Lists the specific tasks used to accomplish the
Responsibility Identifies who is responsible for completing each
Due Date Defines the expected completion date for the
REVISION STRATEGIC ACTIVITY RESPONSIBILITY DUE DATE
July 2002 What: Initiate Company Coordinator Program
Who: Brian Smith, Company Coordinator Chairman
When: January 1, 2004
Goal: Initiate Company Coordinator Program with 10 Company Coordinators Action Steps:
1. Develop outline of Company Coordinator responsibilities. 8/1/03 Brian 2. Analyze membership roll to sort members by company to 8/1/03 Mary identify the companies with multiple members.
Brian 3. Write newsletter announcement. 8/15/03
Mary 4. Identify target candidates for Company Coordinators at 9/15/03
companies with more than 5 members.
5. Contact members to recruit for Company Coordinator Brian 10/1/03
6. Post Company Coordinator roster in newsletter. 10/15/03 John
7. Develop material to send to Company Coordinators Monthly Brian concerning PDM's, CPIM review courses and plant tour.
REVISION STRATEGIC ACTIVITY RESPONSIBILITY DUE DATE