Neal 703-827-8976 or neal@omni-engineering



Strategic Plan for the National Capital Chapter (#14)

Of the Institute of Industrial Engineers

January 1, 2009 - December 31, 2009

This Strategic Plan is submitted to Mr. Joe Davis, Region #2 Vice President DrJoeDavisPE@ and Ms. Heather Bradley, Director of Membership hbradley@ and Mr. Mike McGee, incoming Region # 2 Vice President Mike.McGee@, as required on January 15, 2009. This Strategic Plan has been drafted by Russell Wooten, National Capital Chapter President and reviewed by and approved by a majority of the chapter’s current Executive Officers and Board of Directors.

The Strategic Plan consists of the following:

1. General Information About the Chapter

2. Mission and Vision Statements

3. Strategic Objectives for calendar years 2010 through 2013

4. Tactical Objectives for this current Strategic Plan, which is for the calendar year of 2009

5. Financial and budget information both tactical (calendar 2009) and strategic (2010 - 2013)

6. Chapter Calendar of Key Events and Program Schedule for the calendar year 2009

7. Chapter Website & (E)newsletter Objectives

8. Contact Information for Executives and Board Directors of the Chapter

9. Chapter Assessment for our 1/08 - 12/08 Program Year

10. Strategic Objectives (calendar years 2010 – 2013) mapped to CAR

11. Tactical Objectives (calendar 2008) mapped to CAR

Table of Contents

General Information about the Chapter 3

Mission and Vision Statements 4

Our Mission Statement 4

Our Vision Statement 4

Our Outreach and Social Networking Vision Statement 4

Strategic Objectives for CY 2010 - 2013 5

Tactical Objectives for CY 2009 6

Financial and Budget Information 7

2008 Year-End Financial Data 7

Financial Forecast for CY09 8

Financial Forecast for CY 2010 - 2013 8

Chapter Calendar of Key Events and Program Schedule for CY 2009 9

Chapter Website 13

Contact Information for Executives and Board Directors of the National Capital Chapter (#14) of the Institute of Industrial Engineers 14

Chapter Assessment for CY 1/08 - 12/08 Program Year 17

Assessment of 2008 Chapter Performance 17

Strategic Objectives for CY 2010 – 2013 Mapped to CAR 18

Tactical Objectives for CY Mapped to CAR 20

Chapter Website 23

General Information about the Chapter

The National Capital Chapter of the Institute of Industrial Engineers has proudly and professionally represented the Institute of Industrial Engineers and its members in Northern Virginia, Southern Maryland and Washington DC since 1953. We are a non-profit association that provides leadership for the application, education, training, research, and development of industrial engineering. There is no IIE student chapter located within the boundaries of the National Capital Chapter; therefore, our chapter’s activities with and support of student chapters is limited.

We support the Institute of Industrial Engineers, our members and our profession by raising the awareness of the contribution of our profession to life, prosperity, and safety of human kind. Chapter members are members of the Institute of Industrial Engineers and include undergraduate and graduate students, entry-level engineers, active and retired engineering practitioners and consultants in all industries, engineering managers, and engineers in education, research, and government.

Within the Northern Virginia, Southern Maryland and Washington D.C. area, we are recognized as:

1. A prime supporter to all industrial engineering students.

2. An acknowledged and expert source for productivity improvement.

3. An invaluable source of member benefits that include professional development, career guidance and assistance, and local industrial engineering communications and networking.

4. The official local organization that supports the profession of industrial engineering and promotes an increased awareness of the value of industrial engineers to the economic strength and quality of life of free people.

5. The official local organization that supports accredited industrial engineering programs and learning institutions.

Mission and Vision Statements

Our Mission Statement

The National Capital Chapter of the Institute of Industrial Engineers provides local leadership in contributing to the continued renewal and development of the industrial engineering profession; enhancing the capabilities of those who are involved in or manage the application, education, training, research or development of industrial engineering; and, in representing the industrial engineering profession including the Institute of Industrial Engineers.

Our Vision Statement

The National Capital Chapter of the Institute of Industrial Engineers is the locally recognized premier membership organization for industrial engineers and their profession. Our chapter values and serves its individual members and customers, and exceeds their expectations and requirements. Business and governmental organizations recognized our chapter and its members as a prime source of information for matters relating to organizational, system and personal productivity. Our Chapter has a long history of cooperation among the Washington D.C. Engineering community and is committed to continue this cooperation. 

Our Outreach and Social Networking Vision Statement

The National Capital Chapter of the Institute of Industrial Engineers promotes the following goals for the social activities within its chapter: 1) To bring new IE’s into the Chapter membership and activities; 2) To provide a casual environment for professionals to meet other IE’s and to exchange contact information for further communication and friendship; 3) And to learn about IE job opportunities from IE’s working in various companies and work environments. Additionally, we will strive to begin outreach with other area IIE chapters, both professional and student.

Strategic Objectives for CY 2010 - 2013

Recent success during our last few program years at continuing to strengthen our officers and core members should enable us to take advantage of other opportunities shown to us in the Chapter Activity Report guideline. Opportunities we plan to focus on from January 1, 2010 through December 31, 2013 include:

1. Provide greater service to our members

a. Publicize chapter activities and member accomplishments to local media or periodicals as well as on our chapter’s website

b. Improve our Job Service networking activity

c. Improve our communication “links” to all members

d. Continue our Social Networking Meetings

e. Continue to support the Marvin Mundel Memorial Scholarship Fund

f. Continue to offer evening and lunch technical programs

2. Expand our Officer base

a. Continue to add Officers to our Leadership Team

b. Provide financial support for a Chapter member to attend the Volunteer Officers Leadership Training (VOLT) at the national level

c. Continue to offer local Leadership or Technical Training to our Executive Officers

3. Become more active in recruiting new members

a. Identify students that have become chapter members (First Year Membership Growth)

b. Seek out non-member or non-active Industrial Engineers in our area

4. Support the Institute

a. Provide assistance to reactivate, revitalize, or improve another chapter

b. Chapter member publication of an article in an IIE magazine or journal

c. Member attendance at the IIE annual Solutions or Research Conference or a topical seminar

d. Host a Regional Leadership / Chapter Management meeting

5. Look for Community Opportunities to participate at and also provide information and guidance about Industrial Engineering Careers

a. Hospitals

b. Schools

c. Non-profit Organizations

d. Veterans’ or Patriotic Societies

e. Junior Achievement groups

f. Boys and Girls Self Improvement Groups

g. Churches

h. Others

Tactical Objectives for CY 2009

Basic Requirements (Metrics)

1. Communications to Chapter Membership

a. A minimum of 12 formal communications consisting of:

i. Hardcopy, email announcements, (e)newsletter and website

2. General Meetings for All Members

a. A minimum of 12 general meetings consisting of:

i. Technical presentations, plant tours, conferences, social networking gatherings, and joint meetings

3. Board and Chapter Activity Planning Meetings

a. 6 C.A.R. strategic sub-committee meetings

i. Attendance limited to President, Vice-President, C.A.R. Chair and Treasurer

b. 12 board meetings

i. Meetings open to all chapter members

4. Chapter Strategic Plan

a. Strategic Plan submitted as required

5. IRS Tax Filing

a. Annual Tax & Other Financial Submissions to IIE National will occur and all appropriate tax records will be managed

b. Review of financials at all Monthly Board Meetings

c. Annual Audit will occur during this 12 month period

6. Bank Statement to IIE

a. Chapter will submit Bank Statements to IIE-HQ during this 12 month period

b. Maintain Checking / Money Market Accounts in Federally Insured Bank

7. Officer Qualifications

a. All chapter officers are IIE members

b. Chapter President and Vice President must currently hold or have previously held an elected IIE BOD position

As the Executive Officers and Board of Directors of the National Capital Chapter achieve the metrics mentioned above, we will in fact provide the following benefits to our members, community and profession:

1. Be of greater service to our members and future members,

1. Strengthen our Officers ability to lead and grow the chapter,

1. Be more attentive to our membership, and

1. Support the Institute.

Financial and Budget Information

The overall management of the Chapter’s financial and budget information will be proactive in order to adhere to the established budget, as well as to identify opportunities to minimize waste and increase revenue. This perspective will emanate all Chapter events and activities in order to ensure the viability of the plan and identify opportunities for improvement. A financial “snap shot” detailing current Chapter income and expenses against the established budget will be provided to the Board of Directors on a monthly basis in order to track the progress of the program and to ensure that the financial projections remain on target.

A strategic sub-committee consisting of the President or Vice-President, the Treasurer and the C.A.R. Chair will meet before every other BOD Meeting to review the CAR financial criteria for which we are measured “successful” The President will then report to the BOD (bi-monthly) our current level of achievement in obtaining our annual C.A.R. success.

2008 Year-End Financial Data

The Chapter had an ending balance of $24776.23on December 31, 2008 for the total of its checking and savings accounts. The following spreadsheet displays the Chapter’s financial information in greater detail:

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This information accompanies this report as file .

Financial Forecast for CY09

The projected year-end Chapter balance for the 2009 calendar year will be greater than $23,000. The projected income during this time period will be at least $1,000, which will be slightly less than the previous year due to the absence of another large event, such as the 50th anniversary celebration or any conferences organized and sponsored by the Chapter, as foreseen at this time. The projected expenses are not anticipated to exceed $2,000 at this time, due to the scheduled Chapter activities.

Financial Forecast for CY 2010 - 2013

The Chapter expects that the treasury balance will remain constant, or improve slightly in the future due to additional outreach opportunities and events that will facilitate greater participation and contributions to the membership. The forecasted revenue and expenses in the future should also remain steady.

Chapter Calendar of Key Events and Program Schedule for CY 2009

The National Capital Chapter will work to hold joint meetings, including presentations and plant tours, with the IIE Baltimore Chapter and continue to reach out to our Richmond Chapter.

 

Our Chapter will cooperate on joint program efforts with other local professional organizations having shared interests. This includes National Engineers Week as a member of the District of Columbia Council of Engineering and Architectural Societies (DCCEAS), the Washington, DC Chapter of the Institute for Operations Research and the Management Sciences (INFORMS), Society of Manufacturing Engineers (SME), the IEEE Engineering Management Society (EMS) and the Washington Academy of Sciences. 

 

We will continue to maintain relations with the most geographically proximate Student IIE Chapters offering program assistance and welcoming Student Chapter Members with complimentary reservations at our dinner meetings.  An inventory of speakers/topics available within our Chapter is being developed to support the Student Chapters' programs.

 

The Chapter will continue to promote Industrial Engineering as we participate in various collaborative, K-12, Science, Technology, Engineering, and Math outreach activities in the Washington Metro Area. This includes career/guidance days, Science Fairs, and Future Cities Competition.

IIE Key Dates

| 2009 Activities & Events |

|1/1/2009 |

|Chapter’s Program Year starts |

| |

|1/1/2009 |

|How to Get a Federal Job Workshop |

| |

|1/1/2009 |

|PE Training Workshop (1 on 1) |

| |

|1/9/2009 |

|Website updated |

| |

|1/10/2009 |

|Chapter 14 Board of Directors Meeting |

| |

|1/10/2009 |

|(E)newsletter distributed to members |

| |

|1/15/2009 |

|Chapter dues checks issued to Green and Yellow chapters |

| |

|1/15/2009 |

|Chapter Strategic Plans Due |

| |

|1/17/2009 |

|Science, Engineering and Technical Fair Judging |

| |

|1/21/2009 |

|WINFORMS BOD Meeting |

| |

|1/24/2009 |

|Regional Future Cities Judging |

| |

|1/27/2009 |

|Joint Technical Program with WINFORMS |

| |

|2/1/2009 |

|Grant Proposal Deadline |

| |

|2/2/2009 |

|C.A.R. strategic sub-committee meeting |

| |

|2/7/2009 |

|Chapter 14 Board of Directors Meeting |

| |

|2/7/2009 |

|Science, Engineering and Technical Fair Judging |

| |

|2/9/2009 |

|Website updated |

| |

|2/10/2009 |

|(E)newsletter distributed to members |

| |

|2/15/2009 |

|Chapter Activity Reports (CAR) due |

| |

|2/16/2009 |

|DCCEAS Future Cities Competition |

| |

|2/18/2009 |

|DCCEAS Engineers Week Proclamation Day Luncheon |

| |

|2/18/2009 |

|WINFORMS BOD Meeting |

| |

|2/21/2009 |

|DCCEAS Awards Banquet |

| |

|2/21/2009 |

|DCCEAS Discover Engineering Family Day |

| |

|2/24/2009 |

|Joint Technical Program with WINFORMS |

| |

|3/1/2009 |

|IIE Officer Visit Requests due |

| |

|3/7/2009 |

|Chapter 14 Board of Directors Meeting |

| |

|3/7/2009 |

|NoVa Science and Engineering Fair |

| |

|3/7/2009 |

|Science, Engineering and Technical Fair Judging |

| |

|3/9/2009 |

|Website updated |

| |

|3/10/2009 |

|(E)newsletter distributed to members |

| |

|3/14/2009 |

|Technical Studies Assn State Regional Science Fair |

| |

|3/15/2009 |

|RVP Evaluation Due |

| |

|3/18/2009 |

|WINFORMS BOD Meeting |

| |

|3/19/2009 |

|DC Science and Engineering Fair |

| |

|3/19/2009 |

|Loudoun County Science and Engineering Fair |

| |

|3/23/2009 |

|Applied Statistics for Engineers and Scientists Workshop |

| |

|3/27/2009 |

|IIE Social and Networking Event |

| |

|3/30/2009 |

|C.A.R. strategic sub-committee meeting |

| |

|3/30/2009 |

|Phoenix Award Nominations due |

| |

|3/30/2009 |

|Simulation Modeling for System Design and Analysis Workshop |

| |

|3/31/2009 |

|Joint Technical Program with WINFORMS |

| |

|4/2/2009 |

|Simulation Modeling for System Design and Analysis Workshop |

| |

|4/4/2009 |

|Chapter 14 Board of Directors Meeting |

| |

|4/4/2009 |

|Science, Engineering and Technical Fair Judging |

| |

|4/6/2009 |

|Falls Church High School Career Fair |

| |

|4/9/2009 |

|Website updated |

| |

|4/10/2009 |

|(E)newsletter distributed to members |

| |

|4/15/2009 |

|WINFORMS BOD Meeting |

| |

|4/28/2009 |

|Joint Technical Program with WINFORMS |

| |

|5/1/2009 |

|Grant Proposal Deadline |

| |

|5/2/2009 |

|Chapter 14 Board of Directors Meeting |

| |

|5/2/2009 |

|Baseball Game Fund Raiser, St. Louis Cardinals @ Nationals Park |

| |

|5/9/2009 |

|Website updated |

| |

|5/10/2009 |

|(E)newsletter distributed to members |

| |

|5/13/2009 |

|WINFORMS BOD Meeting Agent-Based Simulation Workshop |

| |

|5/18/2009 |

|Modeling Workshop |

| |

|5/19/2009 |

|Design of Experiments for Simulation Modeling Workshop |

| |

|5/20/2009 |

|How to Validate Your Models and Simulations Workshop |

| |

|5/26/2009 |

|Joint Technical Program with WINFORMS |

| |

|5/28/2009 |

|Thomas Jefferson HS of Sci & Tech Research Symposium |

| |

|5/30/2009 |

|IIE Annual Conference, Miami, FL |

| |

|5/30/2009 |

|Networking Leadership Council Meeting |

| |

|5/30/2009 |

|Volunteer Leadership Training (VoLT) |

| |

|5/31/2009 |

|Chapter dues checks issued to Green and Yellow chapters |

| |

|6/8/2009 |

|C.A.R. strategic sub-committee meeting |

| |

|6/9/2009 |

|Website updated |

| |

|6/10/2009 |

|(E)newsletter distributed to members |

| |

|6/13/2009 |

|Chapter 14 Board of Directors Meeting |

| |

|6/15/2009 |

|Annual IRS tax filing submission due |

| |

|6/17/2009 |

|WINFORMS BOD Meeting |

| |

|6/26/2009 |

|IIE Social and Networking Event |

| |

|7/9/2009 |

|Website updated |

| |

|7/10/2009 |

|(E)newsletter distributed to members |

| |

|7/11/2009 |

|Chapter 14 Board of Directors Meeting |

| |

|7/11/2009 |

|Stress Reduction Workshop |

| |

|7/15/2009 |

|WINFORMS BOD Meeting |

| |

|7/19/2009 |

|Baseball Game Fund Raiser, Chicago Cubs @ Nationals Park |

| |

|8/1/2009 |

|Grant Proposal Deadline |

| |

|8/3/2009 |

|C.A.R. strategic sub-committee meeting |

| |

|8/8/2009 |

|Chapter 14 Board of Directors Meeting |

| |

|8/9/2009 |

|Website updated |

| |

|8/10/2009 |

|(E)newsletter distributed to members |

| |

|8/19/2009 |

|WINFORMS BOD Meeting |

| |

|9/9/2009 |

|Website updated |

| |

|9/10/2009 |

|(E)newsletter distributed to members |

| |

|9/15/2009 |

|DCCEAS MBC4 Connection Expo. |

| |

|9/16/2009 |

|WINFORMS BOD Meeting |

| |

|9/19/2009 |

|Chapter 14 Board of Directors Meeting |

| |

|9/24/2009 |

|Harley Plant Tour |

| |

|9/25/2009 |

|IIE Social and Networking Event |

| |

|9/28/2009 |

|C.A.R. strategic sub-committee meeting |

| |

|9/29/2009 |

|Joint Technical Program with WINFORMS |

| |

|9/30/2009 |

|Chapter dues checks issued to Green and Yellow chapters |

| |

|10/3/2009 |

|Chapter 14 Board of Directors Meeting |

| |

|10/3/2009 |

|Financial/Retirement Planning Workshop |

| |

|10/9/2009 |

|Website updated |

| |

|10/10/2009 |

|(E)newsletter distributed to members |

| |

|10/11/2009 |

|INFORMS Annual Meeting |

| |

|10/14/2009 |

|WINFORMS BOD Meeting |

| |

|10/18/2009 |

|Networking Leadership Council Meeting, Atlanta |

| |

|10/27/2009 |

|Joint Technical Program with WINFORMS |

| |

|11/1/2009 |

|Grant Proposal Deadline |

| |

|11/9/2009 |

|Website updated |

| |

|11/10/2009 |

|(E)newsletter distributed to members |

| |

|11/14/2009 |

|Chapter 14 Board of Directors Meeting |

| |

|11/15/2009 |

|Chapter Activity Report (CAR); familiarize |

| |

|11/15/2009 |

|Hold Elections for new Officers |

| |

|11/15/2009 |

|Strategic Plan for upcoming program year |

| |

|11/18/2009 |

|WINFORMS BOD Meeting |

| |

|11/24/2009 |

|Joint Technical Program with WINFORMS |

| |

|12/7/2009 |

|C.A.R. strategic sub-committee meeting |

| |

|12/9/2009 |

|Website updated |

| |

|12/10/2009 |

|(E)newsletter distributed to members |

| |

|12/12/2009 |

|Chapter 14 Board of Directors Meeting |

| |

|12/13/2009 |

|WSC'08 with WINFORMS |

| |

|12/15/2009 |

|Joint Technical Program with WINFORMS |

| |

|12/16/2009 |

|WINFORMS BOD Meeting |

| |

|12/17/2009 |

|Newsletter Competition Entries due |

| |

|12/17/2009 |

|Submit new Officer Slate Form to RVP/HQ with contact information |

| |

|12/18/2009 |

|IIE Social and Networking Event |

| |

This is a summary of our planned activities for the calendar year. The complete plan accompanies this report as .

Chapter Website & (E)newsletter Objectives

The National Capital Chapter has worked hard to update its website into a modern world class site. Three Executives and Board Directors now have the access rights and responsibility to update our content. It will be the responsibility of all Executives and Board Directors to continually supply the webmaster and content administrators with pertinent and valuable information for our members, community and profession.

Our plan is to update our content each month. All directors are responsible for reporting on the current status of their areas of responsibility by the fifth of each month. Then by the 10th of each month we will electronically mail our (e)newsletter to our members. This email in addition to the (e)newsletter will also provide a link to our website. . It is our goal to keep the (e)newsletter and website very consistent with each other. We will provide a hardcopy version of our (e)newsletter for our chapter members who request this because they do not have an email address.

A site map of our website is provided below:

Chapter Website

1. Home Page

a. President’s Message

b. Upcoming Events

c. Disney Video

2. Events

a. Events Summary

b. Events Detail

3. Newsletter (current and previous issues)

4. Science Fairs

a. Summary

b. Volunteers

c. Locations

5. Special Event (50th Anniversary)

a. IE Magazine Article

b. Sponsors

6. Membership

a. Chapter Benefits

b. Institute Benefits

7. About Us

a. About IIE; National Capital Chapter

b. About IIE

c. National Capital Chapter Board of Directors

8. Contact

a. Board of Directors’ IIE Emails

b. National Capital Chapter’s Address and phone number

Contact Information for Executives and Board Directors of the National Capital Chapter (#14) of the Institute of Industrial Engineers

|Executive Officers |Name |Contact Information |

|President |Russell Wooten |46842 Graham Cove Square |

| | |Potomac Falls, VA 20165-7578 |

| | |571-227-2040 |

| | |russellwooten@ |

| | |russell.wooten@ |

|Vice President |Martin Franklin |3300 Fairfax Dr. Suite 208 |

| | |Arlington, VA 22201 |

| | |703-749-7714 |

| | |martin.franklin@ |

| | |martin.franklin@ |

|Secretary |Joe Scheibeler |U.S. Postal Service |

| | |475 L'Enfant Plaza, SW |

| | |Rm 8541 |

| | |Washington, DC 20260-5233 |

| | |202-268-5089 |

| | |joseph.scheibeler@ |

| | |joseph.scheibeler@ |

|Treasurer |Kendal Roberts |12700 Fernberry Lane |

| | |Boyds MD 20841 |

| | |Johns Hopkins University Applied Physics Laboratory |

| | |National Security Technology Dept. |

| | |240-228-2814 |

| | |kendal.roberts@jhuapl.edu |

| | |kendal.roberts@ |

|Board of Directors | | |

|Director, DCCEAS & National Engineers Week |Charles Hochstein |USPS HQ |

| | |475 L'Enfant Plazza |

| | |Washington, DC 20260-6329 |

| | |202-268-2575 |

| | |charles.hochstein@ |

| | |charles.hochstein@ |

|Director, Ethics, Chapter History & Elections |Robert Charlton |7915 Bainbridge Road |

| | |Alexandria, VA 22308-1418 |

| | |703-660-8848 |

| | |rlcbac@ |

| | |robert.charlton@ |

|Director, Individual Membership |Al Henderson |1705 Jumper Ct |

| | |Vienna VA 22182 |

| | |703-927-8695 |

| | |alshenderson1@ |

| | |albert.henderson@ |

|Director, Institutional Membership |Russell Wooten |46842 Graham Cove Square |

| | |Potomac Falls, VA 20165-7578 |

| | |571-227-2040 |

| | |russell.wooten@ |

| | |russell.wooten@ |

|Director, Profession & Student Liaison |Richard Leshuk |Xfer Tech |

| | |9004 Paddock Lane |

| | |Potomac, MD 20854 |

| | |301-279-2686 |

| | |rleshuk@ |

| | |richard.leshuk@ |

|Director, Professional Development |Bruce Petro |305 Candlewood Court |

| | |Millersville, Maryland 21108-2415 |

| | |410-987-4713 |

| | |bcpbosshoss@ |

| | |bruce.petro@ |

|Director, Networking & Social Programs |Al Henderson |1705 Jumper Ct |

| | |Vienna VA 22182 |

| | |703-927-8695 |

| | |alshenderson1@ |

| | |albert.henderson@ |

|Director, Webmaster |Jelle Ferwerda |2Gather Technologies, Inc. |

| | |4340 East West Highway, Suite 200 |

| | |Bethesda, MD 20814 |

| | |202-363-3379 |

| | |jelle@ |

| | |jelle.ferwerda@ |

|Office for Fund Raising |Joe Scheibeler |U.S. Postal Service |

| | |475 L'Enfant Plaza, SW |

| | |Rm 8541 |

| | |Washington, DC 20260-5233 |

| | |202-268-5089 |

| | |joseph.scheibeler@ |

| | |joseph.scheibeler@ |

|Office for Newsletter Editor |Martin Franklin |3300 Fairfax Dr. Suite 208 |

| | |Arlington, VA 22201 |

| | |703-749-7714 |

| | |martin.franklin@ |

| | |martin.franklin@ |

|Office for Programs, Conferences & Events |Martin Franklin |3300 Fairfax Dr. Suite 208 |

| | |Arlington, VA 22201 |

| | |703-749-7714 |

| | |martin.franklin@ |

| | |martin.franklin@ |

|Office for Science, Engineering & Technical Fairs |Russell Wooten |46842 Graham Cove Square |

| | |Potomac Falls, VA 20165-7578 |

| | |571-227-2040 |

| | |russellwooten@ |

| | |russell.wooten@ |

|Office for Finance |Al Henderson |1705 Jumper Ct |

| | |Vienna VA 22182 |

| | |703-927-8695 |

| | |alshenderson1@ |

| | |albert.henderson@ |

|Special Chapter Advisor |Neal Schmeidler, |OMNI Engineering & Technology, Inc. |

| |Regional Vice President |8300 Greensboro Drive, Suite 900 |

| | |McLean, VA 22102-3306 |

| | |neal@omni- |

| | |neal.schmeidler@ |

Specific IIE Headquarters Responsibility and Contacts

|IIE HQ Functions |Name |Contact Information |

|Chapter President |Russell Wooten |46842 Graham Cove Square |

| | |Potomac Falls, VA 20165-7578 |

| | |571-227-2040 |

| | |russellwooten@ |

| | |russell.wooten@ |

|Office for CAR Administration |Joe Scheibeler |U.S. Postal Service |

| | |475 L'Enfant Plaza, SW |

| | |Rm 8541 |

| | |Washington, DC 20260-5233 |

| | |202-268-5089 |

| | |joseph.scheibeler@ |

| | |joseph.scheibeler@ |

|Office of Elections |Robert Charlton |7915 Bainbridge Road |

| | |Alexandria, VA 22308-1418 |

| | |703-660-8848 |

| | |rlcbac@ |

| | |robert.charlton@ |

|Office of Recipient of Chapter Dues Check |Al Henderson |1705 Jumper Ct |

| | |Vienna VA 22182 |

| | |703-927-8695 |

| | |alshenderson1@ |

| | |albert.henderson@ |

|Office for Recipient of FTP Access for |Kendal Roberts |Johns Hopkins University Applied Physics Laboratory |

|Member Database | |National Security Technology Dept. |

| | |240-228-2814 |

| | |kendal.roberts@jhuapl.edu |

| | |kendal.roberts@ |

|Office of Recipient of FTP Access for Member|Martin Franklin |3300 Fairfax Dr. Suite 208 |

|Database (Alternate) | |Arlington, VA 22201 |

| | |703-749-7714 |

| | |martin.franklin@ |

| | |martin.franklin@ |

Chapter Assessment for CY 1/08 - 12/08 Program Year

Assessment of 2008 Chapter Performance

The National Capital Chapter of the Institute of Industrial Engineers proudly states that for the last half of 2006 it met and exceeded all its expectations in providing excellent services to its members, and the academic, business and government communities in Southern Maryland, Northern Virginia and Washington DC.

We believe this is evident by the fact that:

1. Chapter 14 continued with a Gold distinction for the IIE Chapter Activity Report (CAR).

2. Chapter 14 completed an election for its Board of Directors with an election term from 1-1-09 through 12-31-09.

3. Non Board Chapter Members and potential members attended our Board of Director’s Meetings

4. We raised over $400 for the Marvin Mundel Memorial Scholarship Fund.

5. We were the sole sponsor for five technical programs and plant tours.

6. We had nine joint technical programs with WINFORMS.

7. Our joint program included the following societies; ASME, ASQ, HFES, and SME.

8. We supported the DCCEAS MBC4 Connection Expo.

9. A member of our chapter is the current IIE_IAB (Industrial Advisory Board) Chair.

10. A member of our chapter is the current SEMS (Society for Engineering Management Systems) President.

Strategic Objectives for CY 2010 – 2013 Mapped to CAR

1. Chapter Strategic Plans and Operations

1. Plan Timeliness

a. Submit Strategic Plan to RVP when required

b. Submit CAR Results to RVP when required

2. Plan Quality

a. Perform CAR activities consist to IIE standards while achieving Mission and Strategy success

3. Board Meetings to plan chapter operations

1. Budget Planning

1. Work closely to financially balance each event, however the chapter is willing to take a loss on events when we believe we are making long term positive strides for the chapter

2. Cost-effective Mailings

1. Combine multiple events when appropriate on our hardcopy mailings

2. Chapter Programs

1. Programs

a. Strive for programs which are of interest and value to our membership

1. Business (Board) Meetings

2. Chapter Leadership Training at IIE National Conference

3. Fundraising Event

4. Installation of Officers

5. Mixer or Social

6. National Engineers Week

7. Participation in IIE National Conference

8. Plant/Work Place Tour

9. Professional Development Activity or Joint Meeting

10. Technical Conference

11. Technical Meeting

2. Program Quality

a. Improve our Average Survey Evaluation of over last year’s

b. Collect surveys at all meetings (except for fundraisers) and review results

3. Program Attendance

a. Member Attendance

1. Improve our Average Member Attendance above last year’s

b. Non-Member Attendance

1. Improve our Average Non-member Attendance above last year’s

3. Membership Communication, Growth and Retention

1. Membership Communication

a. (e)Newsletter

1. Utilize Website as official Chapter communication mode

2. Submitted for CAR Competition as (e) Newsletter

b. Other Communications

1. Use all communication mediums effectively to announce meetings and other bulletins of potential interest to members and prospective members

1. Networking

2. Other Professional Organizations

3. Chapter Leadership

4. Chapter Member Directory

5. Chapter Leadership Directory

6. Chapter Reporting

7. Programs and Events

2. Membership Growth and Retention

a. Membership Growth

1. Stabilize and/or increase membership

b. First year membership

1. Increase new IIE membership

c. Retention/Recruitment Activities

1. Utilize appropriate communication methods to reach out to all members including hardcopy mail, email and our chapter’s website

2. Formally communicate by hardcopy mail or email with all terminating members as appropriate

3. Communicate changes and advantages to IIE’s life time membership

4. Student Outreach and Community Affairs

1. Community Affairs Participations

a. Promote IIE through participation at community affairs

b. Encourage membership to support community affairs

c. Communicate community affair activities on Website

2. Student Outreach and Support

a. Student Regional Conference Support

1. Provide support from Chapter

2. Encourage Membership support

b. Other Student Outreach

1. Mentor newly-identified IIE students

c. Other Student Financial Support

1. Support of Mundel Scholarship Fund through chapter activities and fund raising such as our networking activities and baseball fund raiser

5. Member Chapter/Institute Support

1. Member/Chapter Support

a. Provide leadership to membership

b. Provide IIE related training opportunities

c. Provide effective and constant communication to membership

d. Provide networking opportunities

2. Institute Support

a. Encourage participation in IIE Sponsored Events

b. Encourage donations to IIE Foundation

c. Assist other chapters to reactivate, revitalize or improve their chapter

d. Publish chapter activity information in Solutions or IIE Publications

e. Promote membership attendance at IIE Annual Conference and Topical Seminars

Tactical Objectives for CY Mapped to CAR

1. Chapter Strategic Plans and Operations

1. Plan Timeliness

a. Submit Strategic Plan to RVP by January 15, 2009

b. Submit CAR Results to RVP by February 15, 2009

2. Plan Quality

a. Perform CAR activities consist to IIE standards while achieving Mission and Strategy success

1. Strive to achieve CAR Gold Standard while achieving Mission and Strategy success

2. Develop acceptable (e)Newsletter to obtain CAR Gold Standard

3. Board Meetings

a. Minimum of Four Board Meetings

1. Minimize Budget Deficit

1. Work closely to financially balance each event, however the chapter is willing to take a loss on events when we believe we are making long term positive strides for the chapter

2. Cost-effective Mailings

1. Combining multiple events when appropriate on our hardcopy mailings

2. Chapter Programs

1. Programs

a. Strive for programs which are of interest and value to our membership

1. Four Business (Board) Meetings

1. Opened to all members and potential members

2. Chapter Leadership Training at IIE National Conference

1. Pay hotel experiences for one board member

3. Minimum of one Fundraising Events

1. Baseball game

4. Installation of Officers

5. Minimum of one Mixers or Social

1. Provide gifts to increase attendance

6. Minimum of one Professional Development Activity or Joint Meeting

1. WINFORMS

7. Participation in a Technical Conference

1. Winter Simulation Conference

8. Minimum of one Technical Meetings

1. Washington Academy of Science, WINFOMS, etc

1. Program Quality

a. Improve our Average Survey Evaluation of over last year’s

b. Collect surveys at all meetings (except for fundraisers) and review results

2. Program Attendance

a. Member Attendance

1. Improve our Average Member Attendance above last year’s

b. Non-Member Attendance

1. Improve our Average Non-member Attendance above last year’s

2. Membership Communication, Growth and Retention

1. Membership Communication

a. (e)Newsletter

1. Utilize Website as official Chapter communication mode

1. Upgrade Chapter Website to provide Virtual (e)Newsletter

2. Generate electronic email Newsletter from Website

2. Submitted for CAR Competition as (e) Newsletter

b. Other Communications

1. Use all communication mediums effectively to announce meetings and other bulletins of potential interest to members and prospective members

1. Networking

1. Employment opportunities and postings

2. Resumes

2. Other Professional Organizations

1. Events

2. Membership

3. Chapter Leadership

1. Information

2. Financial support

4. Chapter Member Directory

1. Via link to National Website

5. Chapter Leadership Directory

1. Leadership Bio’s

2. Officers’ emails listed on Chapter’s Website

1. E-mail with all Directors having direct links from our Chapter’s (directors) email accounts to their personal email accounts

3.

6. Chapter Reporting

1. President’s Message

2. Financial and Treasurer’s Message

3. Membership Updates

4. Meeting Announcements

5. Program Announcements and Summaries

6. Suggestion Box Summaries

7. Programs and Events

1. White Papers

2. Program Surveys completed as part of our final CAR submission

2. Membership Growth and Retention

a. Membership Growth

1. Stabilize and/or increase membership

1. Membership on December 31, 2005 of 200 or more

b. First Year Member Growth

1. Increase new IIE membership

1. New IIE membership on December 31, 2005 of 20 or more

c. Retention/Recruitment Activities

1. Utilize appropriate communication methods to reach out to all members including hardcopy mail, email and our chapter’s website

2. Formally communicate by hardcopy mail or email with all terminating members as appropriate

1. Phone Calls to every Member

2. Phone Calls to every Member Dropping

3. Exit Surveys of Dropped Members formal communication by hardcopy or email

4. Free Dinner Meeting for Student Members

5. Dues Discount to Former Members Dropped > 1 Year Ago

6. Finders Fee Towards Dues for a Members Who Recruits a New Member

7. Conduct Zip Code Analysis to determine our optimal meeting location minimizing our members’ total travel time

8. Contact Newly-Located IIE Members to our area

9. Contact Newly-Identified IE Students

10. Personal Contact with Lost Members

11. Attractive & Value-Added Programs

12. Mixers at a Minimum of Two Different Locations

13. Technical Meetings

14. Professional Development

3. Student Outreach and Community Affairs

1. Community Affairs Participations

a. Promote IIE through participation at community affairs

b. Encourage membership to support community affairs

c. Communicate community affair activities on Website

2. Student Outreach and Support

a. Student Regional Conference Support

1. Provide support from Chapter

1. Publicize willing to contribution to Host Chapter by offering to donate $250 via our website

2. Holding one event at Virginia Tech

3. Contribution to Sponsor Student Attendance at IIE Conference

2. Encourage Membership support

1. Member Participation at Conference

b. Other Student Outreach

1. Support Local Science and Technology Fairs

1. Judging

2. Volunteer to Judge a Minimum of Four Science Fairs

3. Awards & Presentation

2. Participate in High School Guidance and Career Days

3. Participate in Future Cities Competition

4. Participate in National Engineers Week

5. Support Student Attending Program

6. Invite students to our mixers by publishing details on our chapter’s website

7. Mentor newly-identified IIE students

c. Other Student Financial Support

1. Support of Mundel Scholarship Fund

1. Minimum of $200 by way of our socials and baseball fundraiser

2. Support of other Fund

1. Such as the Pentagon Victims’ Children’s Fund

4. Member/Chapter Institute Support

1. Member/Chapter Support

a. Publish Chapter Activities in Periodicals

b. Fund Member to Attend Leadership Training

c. Member Participation in Leadership Training

d. Host ½ Day Workshop/Seminar

e. Website help line via National Website link

f. Website FAQ of our Individual Membership Information

g. Website Technical help via National Website link

h. Networking opportunities

i. Job Announcements

j. Encourage Friends of the Chapter by Participating in Joint Society Activities

k. Participate in D.C. Council of Engineering & Architectural Societies (DCCEAS) Activities

l. Work related programs

2. Institute Support

a. Member Participation in IIE Sponsored Events

b. Donation of $200 to IIE Scholarships

c. Assist Another Chapter to Reactivate, Revitalize or Improve Their Chapter

d. Chapter Member Publish an Article in Solutions or IIE Publications

e. Member Attendance at IIE Annual Conference or Topical Seminar

f. Submit a proposal to host a future IIE Annual Conference

Chapter Website

1. Home Page

a. President’s Message

b. Upcoming Events

c. Disney Video

2. Events

a. Events Summary

b. Events Detail

3. Newsletter (current and previous issues)

4. Science Fairs

a. Summary

b. Volunteers

c. Locations

5. Special Event (50th Anniversary)

a. IE Magazine Article

b. Sponsors

6. Membership

a. Chapter Benefits

b. Institute Benefits

7. About Us

a. About IIE; National Capital Chapter

b. About IIE

c. National Capital Chapter Board of Directors

8. Contact

a. Board of Directors’ IIE Emails

b. National Capital Chapter’s Address and phone number

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