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ARMED FORCES CHAPTER ISPI

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Title: ARMED FORCES CHAPTER ISPI


1
ARMED FORCES CHAPTERISPIs Only Virtual
ChapterInternational Society for Performance
Improvement24 September 2005
2
  • ISPIs only virtual chapter (non-geographic)
  • Not tied to a geographical region serves as a
    link to military-related communities of practice
    around the world
  • Devoted to improving productivity competence
  • Members can be active duty military (any military
    from around the world), reservists, civilians,
    contractors
  • Provides an environment to share ideas and
    solutions for improvement in military performance
  • Serves consultants, contractors, and others
    seeking to promote excellence in military
    performance
  • Promotes networking and collaboration of its
    members through various meetings/conferences

3
Agenda Agenda Agenda
Part Topic Time
1 Meet Greet Welcome Introductions 1330 1340 (10 minutes)
2 ISPI Board QA Session 1340 1400 (20 minutes)
3 Business Meeting 1400 1515 (75 minutes)
4 FREE DRAWING Closing Remarks 1515 1530 (15 minutes)
4
MEET GREET 1330 1335 (5 minutes)
5
Introductions
6
AFC 2005 - 2006 ISPI Executive Board
  • Nov 04 previous Secretary/ Treasurer conducted
    Election of Officers

Sandra Ogden Secretary/ Treasurer
Kimberley Williams President
Aaron Bolin President Elect
7
ISPI 2005 2006 Officers Directors ISPI 2005 2006 Officers Directors
Sivasailam Thiagarajan, CPT President
Clare Elizabeth Carey, CPT, EdD President-Elect
Robert L. Bodine, CPT, PhD Treasurer
Mariano L. Bernardez, CPT Director
Andrea K. Moore, CPT Director
Matthews T. Peters, CPT Director
Marilyn K. Spatz, CPT Director
Richard D. Battaglia, CAE Executive Director
8
Agenda Agenda Agenda
Part Topic Time
1 Meet Greet Welcome Introductions 1330 1340 (10 minutes)
2 ISPI Board QA Session 1340 1400 (20 minutes)
3 Business Meeting 1400 1515 (75 minutes)
4 FREE DRAWING Closing Remarks 1515 1530 (15 minutes)
9
ISPI Board QA Session
10
Agenda Agenda Agenda
Part Topic Time
1 Meet Greet Welcome Introductions 1330 1340 (10 minutes)
2 ISPI Board QA Session 1340 1400 (20 minutes)
3 Business Meeting 1400 1515 (75 minutes)
4 FREE DRAWING Closing Remarks 1515 1530 (15 minutes)
11
Business Meeting
12
Goals / Accomplishments to Date Goals / Accomplishments to Date
Goal Categories Status
Completed 9 Accomplished
On-going 7 Recurring
In-progress 1 Underway
Planned 9 Future
13
AFC Goals COMPLETED Status
Develop AFC brochure. Dec 04
Presence at I/ITSEC Conference in Orlando. Dec 04
Grow AFC membership to 100 in 2005. Mar 05
Conduct Swearing In Ceremony for new AFC officers. Apr 05
Conduct AFC meeting at 2005 ISPI in Canada. Apr 05
Establish AFC website. Mar 05
Establish AFC bank account. Feb 05
Survey membership what they desire from AFC. Jul-Aug 05
Purchase marketing materials. Aug 05
14
AFC Goals COMPLETED Status
Develop AFC brochure. Dec 04
Presence at I/ITSEC Conference in Orlando. Dec 04
Grow AFC membership to 100 in 2005. Mar 05
Conduct Swearing In Ceremony for new AFC officers. Apr 05
Conduct AFC meeting at 2005 ISPI in Canada. Apr 05
Establish AFC website. Mar 05
Establish AFC bank account. Feb 05
Survey membership what they desire from AFC. Jul-Aug 05
Purchase marketing materials. Aug 05
15
AFC Goals COMPLETED Status
Develop AFC brochure. Dec 04
Presence at I/ITSEC Conference in Orlando. Dec 04
Grow AFC membership to 100 in 2005. Mar 05
Conduct Swearing In Ceremony for new AFC officers. Apr 05
Conduct AFC meeting at 2005 ISPI in Canada. Apr 05
Establish AFC website. Mar 05
Establish AFC bank account. Feb 05
Survey membership what they desire from AFC. Jul-Aug 05
Purchase marketing materials. Aug 05
16
AFC Members AFC Members
No. Service and/or Affiliation
59 U. S. Navy (35 from HPC)
26 U. S. Coast Guard
16 Unidentified affiliation
10 DOD Finance Accounting Office
3 U. S. Air Force
3 U. S. Marines
2 Canadian Forces
4 U. S. Army
120 Members
17
AFC Goals COMPLETED Status
Develop AFC brochure. Dec 04
Presence at I/ITSEC Conference in Orlando. Dec 04
Grow AFC membership to 100 in 2005. Mar 05
Conduct Swearing In Ceremony for new AFC officers. Apr 05
Conduct AFC meeting at 2005 ISPI in Canada. Apr 05
Establish AFC website. Mar 05
Establish AFC bank account. Feb 05
Survey membership what they desire from AFC. Jul-Aug 05
Purchase marketing materials. Aug 05
18
12 April 2005 ISPI, Vancouver, Canada Swearing In
Ceremony
Officers sworn in by Dr. Don Tosti, ISPI President
Kim Williams accepting AFC Presidency
19
AFC Goals COMPLETED Status
Develop AFC brochure. Dec 04
Presence at I/ITSEC Conference in Orlando. Dec 04
Grow AFC membership to 100 in 2005. Mar 05
Conduct Swearing In Ceremony for new AFC officers. Apr 05
Conduct AFC meeting at 2005 ISPI in Canada. Apr 05
Establish AFC website. Mar 05
Establish AFC bank account. Feb 05
Survey membership what they desire from AFC. Jul-Aug 05
Purchase marketing materials. Aug 05
20
AFC Meeting Conducted 12 April 2005
21
AFC Goals COMPLETED Status
Develop AFC brochure. Dec 04
Presence at I/ITSEC Conference in Orlando. Dec 04
Grow AFC membership to 100 in 2005. Mar 05
Conduct Swearing In Ceremony for new AFC officers. Apr 05
Conduct AFC meeting at 2005 ISPI in Canada. Apr 05
Establish AFC website. Mar 05
Establish AFC bank account. Feb 05
Survey membership what they desire from AFC. Jul-Aug 05
Purchase marketing materials. Aug 05
22
AFC Website
www.afc-ispi.org
23
AFC Goals COMPLETED Status
Develop AFC brochure. Dec 04
Presence at I/ITSEC Conference in Orlando. Dec 04
Grow AFC membership to 100 in 2005. Mar 05
Conduct Swearing In Ceremony for new AFC officers. Apr 05
Conduct AFC meeting at 2005 ISPI in Canada. Apr 05
Establish AFC website. Mar 05
Establish AFC bank account. Feb 05
Survey membership what they desire from AFC. Jul-Aug 05
Purchase marketing materials. Aug 05
24
AFC Financial Status
  • Established Bank Account at Wachovia

25
AFC Treasury Report AFC Treasury Report AFC Treasury Report AFC Treasury Report
05 Dates Item Credit/Debit Balance
12 Feb Establish account 50 50.00
22 Feb Wire transfer from Key Bank 4042.92 4092.92
31 Mar Administrative start-up charges (deposit slips) stamps - 12.00 4080.92
31 Mar Membership fees 50 4130.92
31 Mar Repayment to Ogden for startup cost - 30.00 4100.92
5 Apr ISPI student membership for Stephanie Roberts - 82.00 4018.92
6 Apr Membership fee deposit 20.00 4038.92
3 May Membership fee deposit 40.00 4078.92
16 May Membership fee deposit 50.00 4128.92
23 May Membership fee deposit 10.00 4138.92
6 Jun Membership fee deposit 10.00 4148.92
26
AFC Treasury Report AFC Treasury Report AFC Treasury Report AFC Treasury Report
05 Dates Item Credit/Debit Balance
6 Jun Hinterland, Inc AFC website host provider - 99.00 4049.92
11 Jul Membership fees deposit 60.00 4109.92
1 Aug Writing Pens promotional items - 325.83 3784.09
4 Aug Lanyards promotional items - 330.00 3454.09
10 Aug Membership fee deposit 10.00 3464.09
10 Aug Kinko's Banner laminate posters - 165.08  3299.01
Credit 4,342.92 Debit 1,043.91
Balance 3,299.01
Future Income ISPI Workshops

27
AFC Goals COMPLETED Status
Develop AFC brochure. Dec 04
Presence at I/ITSEC Conference in Orlando. Dec 04
Grow AFC membership to 100 in 2005. Mar 05
Conduct Swearing In Ceremony for new AFC officers. Apr 05
Conduct AFC meeting at 2005 ISPI in Canada. Apr 05
Establish AFC website. Mar 05
Establish AFC bank account. Feb 05
Survey membership what they desire from AFC. Jul-Aug 05
Purchase marketing materials. Aug 05
28
2005 AFC Survey
21 Jul Survey sent via email to entire membership
27 Jul Email reminder to complete return Survey
29 Jul Survey ended
21-29 Jul Survey dates (9 days)
13 Questions
Backup
29
Top 3 Items - Survey Results Top 3 Items - Survey Results Top 3 Items - Survey Results Top 3 Items - Survey Results
Question Response AFC Action/Plans
5 Most useful services Networking opportunities, membership directory, newsletter, web page, monthly presentations, quarterly workshops Post membership list on website - use password to access Conduct monthly webinars 1st webinar conducted 31Aug05 Conduct bi-yearly meetings Continue Newsletter (member profile) Encourage Volunteers for Committees
7 Interested in HPI courses 26 Yes 11 No Provide info about HPI courses Website Webinars Newsletter
13 Idea to improve service to you 14 responses Active evolving Website, Webinars, Good/bad examples, sharing of practices, recommended books websites, discussion forum, Help with CPT Continue to improve website Conduct monthly webinars Document repository on website Continue to populate Involve members through committees
30
AFC Goals COMPLETED Status
Develop AFC brochure. Dec 04
Presence at I/ITSEC Conference in Orlando. Dec 04
Grow AFC membership to 100 in 2005. Mar 05
Conduct Swearing In Ceremony for new AFC officers. Apr 05
Conduct AFC meeting at 2005 ISPI in Canada. Apr 05
Establish AFC website. Mar 05
Establish AFC bank account. Feb 05
Survey membership what they desire from AFC. Jul-Aug 05
Purchase marketing materials. Aug 05
31
Marketing Materials
32
AFC Goals ON GOING Status
Conduct Executive Board Meetings. Monthly
Establish committees, as required. 9 Established
Establish distribute bi-monthly Newsletter. 4 Newsletters distributed to membership
Partner with local ISPI Chapters. Existing Partnership with GOISPI discussions with other chapters
Work with I/ITSEC leaders to establish an HPI presence at the 2006 I/ITSEC Conference. On-going
Maintain and improve Website. On-going
Conduct quarterly Web Meetings. In progress
Recurring
33
AFC Goals ON GOING Status
Conduct Executive Board Meetings. Monthly
Establish committees, as required. 9 Established
Establish distribute bi-monthly Newsletter. 4 Newsletters distributed to membership
Partner with local ISPI Chapters. Existing Partnership with GOISPI discussions with other chapters
Work with I/ITSEC leaders to establish an HPI presence at the 2006 I/ITSEC Conference. On-going
Maintain and improve Website. On-going
Conduct quarterly Web Meetings. In progress
34
AFC Committees Volunteers
Completed
  • USCG HPI Conference
  • Susan Whitemountain
  • Marketing Communications
  • Larry Reaves
  • Jim Sutton
  • ISPI Fall 2005
  • Jim Craumer
  • Joellen Mitchell
  • Sandra Ogden
  • Kim Williams
  • 2006 I/ITSEC
  • Danny Mimms

35
NEED Volunteers
  • VICE PRESIDENT SPECIAL INTEREST GROUPS
  • U.S. Air Force
  • U.S. Army
  • U.S. Coast Guard
  • U.S. Marines
  • U.S. Navy
  • Industry
  • DoD
  • Canadian Forces
  • Allied Forces
  • COMMITTEES
  • Membership Drive
  • Newsletter
  • Dallas ISPI Conference
  • Chapter Partnerships
  • GO-ISPI Kim Williams
  • Other Aaron Bolin

36
AFC Website Committee
Arthur Klauss Bobby Hanson
Web Master
37
AFC Goals ON GOING Status
Conduct Executive Board Meetings. Monthly
Establish committees, as required. 9 Established
Establish distribute bi-monthly Newsletter. 4 Newsletters distributed to membership
Partner with local ISPI Chapters. Existing Partnership with GOISPI discussions with other chapters
Work with I/ITSEC leaders to establish an HPI presence at the 2006 I/ITSEC Conference. On-going
Maintain and improve Website. On-going
Conduct quarterly Web Meetings. In progress
Recurring
38
AFC Bi-Monthly Newsletter
  • AFC News Information
  • Upcoming events
  • Letter from the President
  • Different AFC member is featured
  • Committee Reports
  • Info HPI, quotes, articles

39
AFC Goals ON GOING Status
Conduct Executive Board Meetings. Monthly
Establish committees, as required. 9 Established
Establish distribute bi-monthly Newsletter. 4 Newsletters distributed to membership
Partner with local ISPI Chapters. Existing Partnership with GOISPI discussions with other chapters
Work with I/ITSEC leaders to establish an HPI presence at the 2006 I/ITSEC Conference. On-going
Maintain and improve Website. On-going
Conduct quarterly Web Meetings. In progress
Recurring
40
ISPI Multi-Chapter Teamwork
  • Existing relationship with Greater Orlando-ISPI
    (GO-ISPI)
  • AFC members
  • Attend GO-ISPI Chapter meeting/events
  • In return, AFC members
  • Assist in planning GO-ISPI meetings
  • Make formal presentations at GO-ISPI
  • Using GO-ISPI as a model, we are engaging in
    discussions with other local chapters
  • Pensacola, FL
  • San Diego, CA
  • Norfolk, VA

41
AFC Goals ON GOING Status
Conduct Executive Board Meetings. Monthly
Establish committees, as required. 9 Established
Establish distribute bi-monthly Newsletter. 4 Newsletters distributed to membership
Partner with local ISPI Chapters. Existing Partnership with GOISPI discussions with other chapters
Work with I/ITSEC leaders to establish an HPI presence at the 2006 I/ITSEC Conference. On-going
Maintain and improve Website. On-going
Conduct quarterly Web Meetings. In progress
Recurring
42
AFC Goals ON GOING Status
Conduct Executive Board Meetings. Monthly
Establish committees, as required. 9 Established
Establish distribute bi-monthly Newsletter. 4 Newsletters distributed to membership
Partner with local ISPI Chapters. Existing Partnership with GOISPI discussions with other chapters
Work with I/ITSEC leaders to establish an HPI presence at the 2006 I/ITSEC Conference. On-going
Maintain and improve Website. On-going
Conduct quarterly Web Meetings. In progress
Recurring
43
AFC Website
  • Current Capabilities
  • Demo
  • Projected Capabilities
  • Interactive Message Board

www.afc-ispi.org
44
AFC Goals ON GOING Status
Conduct Executive Board Meetings. Monthly
Establish committees, as required. 9 Established
Establish distribute bi-monthly Newsletter. 4 Newsletters distributed to membership
Partner with local ISPI Chapters. Existing Partnership with GOISPI discussions with other chapters
Work with I/ITSEC leaders to establish an HPI presence at the 2006 I/ITSEC Conference. On-going
Maintain and improve Website. On-going
Conduct quarterly Web Meetings. In progress
Recurring
45
Webinars (1600-1730) Webinars (1600-1730) Webinars (1600-1730) Webinars (1600-1730)
No. Date Subject Presenter
1 31 Aug 05 How to Use Standards of Performance Technology to become a CPT Roger Chevalier
2 Oct
3 7 Nov Evaluation and Implementation Judy Hale
4 Introduction to Serious Consulting Geary Rummler
5 Evaluation of Training Robert Brinkerhoff
6 Plan What You Say and Say What You Plan Message Maps Kim Williams Sandra Ogden
7 Change Management Roger Chevalier
8 Performance Cause Analysis Roger Chevalier
46
AFC Goals IN PROGRESS Status
Prepare and submit package to apply for an ISPI Communications Award. In progress
Will eventually be completed vs on-going
(recurring) goals
47
AFC Goals PLANNED
Conduct AFC meeting at 2005 ISPI in Las Vegas.
Continue to enhance website.
AFC members deliver presentations at local ISPI chapter meetings.
Plan coordinate an aggressive Membership Drive.
Retain 80 of current members.
Maintain a healthy balance sheet produce and live within a budget.
Offer opportunities for professional growth and continuing education.
Offer a CPT mentoring program.
Conduct elections in Jan 06 for 2006 2007 Officers.
48
What Does AFC Membership Offer?
  • Opportunities
  • Enhance your HPI, Leadership, Management Skills
  • Augment your professional image for
    evaluations/advancement
  • Share experiences with peers from other services
  • Benefits
  • Newsletter
  • Website
  • Virtual Chapter Meetings
  • Networking
  • Job Opportunities
  • CPT Recertification
  • Low Membership Fee

49
Joining AFC
  • Who Can Join?
  • Anyone interested in
  • Continuing professional development
  • Exchanging HPI information
  • Promoting effective management of HPT in the
    military
  • Supporting the goals of ISPI
  • How Do You Join?
  • Membership Form (on-line or hard copy)
  • How Much Does it cost?
  • Only 10
  • Students 5

50
Agenda Agenda Agenda
Part Topic Time
1 Meet Greet Welcome Introductions 1330 1340 (10 minutes)
2 ISPI Board QA Session 1340 1400 (20 minutes)
3 Business Meeting 1400 1515 (75 minutes)
4 FREE DRAWING Closing Remarks 1515 1530 (15 minutes)
51
  • FREE Drawing for HPI Books
  • Serious Performance Consulting According to
    Rummler
  • Geary A. Rummler, CPT
  • Human Performance Technology Revisitied
  • Compiled by Roger Chevalier, PhD, CPT
  • Fundamentals of Performance Technology A Guide
    to
  • Improving People, Process, and Performance
  • Darlene M. VanTiem, CPT
  • James L. Moseley, CPT
  • Joan Conway Dessinger, CPT

52
  • Closing Remarks
  • Participate in Webinars
  • Volunteer for a Committee
  • Serve on the Board or as an Officer
  • Next Face-to-Face Meeting ISPI Conference
    Dallas 06
  • Swear in new 2005-2006 Officers
  • Business Meeting

53
  • Closing Remarks
  • Thanks to Jim Craumer for his leadership hard
    work
  • Thanks to ISPI
  • - Board QA Session - Room
  • - Books (3) - Distributing flyers
  • Thank You For Attending
  • Congratulations to the Winners of the HPI Books

54
Question Response AFC Action/Plans
1 Organizations line of business Navy, Military, Government Agency, USCG, consulting, contracting, academic/educational Reachout to each group, get their involvement on a committee/webinar
2 Content areas focused on Change Mgmt, Teambuilding, Other, Science of Learning Webinars NL articles on subjects.
3 Line of work HP Consultant, Project Mgr, Designer/Developer, Instructor/trainer
4 Topics most interested in Evaluation, trng/HPT mgmt, project mgmt consulting skills/practices, needs analysis, task analysis, web delivery Webinars NL articles on subjects.
5 Most useful services Networking opportunities, membership directory, newsletter, web page, monthly presentations, quarterly workshops Post membership list on website - use password to access conduct webinars, bi-yearly meetings
6 Certified CPT 10 Yes 21 No 9 Interested Conducted Aug Webinar on becoming a CPT, R. Chavaliar
7 Interested in HPI courses 26 Yes 11 No Provide info about HPI courses website webinar, NL
55
No. Question Response AFC Action/Plans
8 Sections of Newsletter read most Feature article, membership meeting, Presidents Corner Continue newsletter
9 Person or topic for an AFC Web meeting 36 responses Professional development, consulting, HPT, HSI, Roger Chavaliar Will work the list to address suggestions
10 Available to volunteer for AFC 15 Yes 13 No 3 Maybe Requesting volunteers for committees and Armed Forces Representation
11 What would motivate you to volunteer 16 responses Able to attend ISPI, co-located with other volunteers, more time, freebees (books) Obtain books to encourage volunteers
12 Preferred presentations Case study, hands-on/interactive, demo, lecture with QA Keep in mind when scheduling webinars, meetings articles in Newsletter
13 Idea AFC can implement to improve service to you 14 responses Active/evolving Website, Webinars, Good/bad examples, sharing of practices, recommended books websites, discussion forum, Help with CPT Continue to improve website and to get members involved to assist in accomplishing these ideas
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