Tampa

Clearwater

St. Petersburg







C-BAR REPORTING 2009-2010

One of the key initiatives of the new APICS strategy is to enhance and develop the association's delivery to better serve our members and end users. The primary purpose of the minimum standards is to enhance the growth, development, and value-added of APICS chapters by evaluating each chapter against a set of criteria that is felt to have a direct and positive impact on chapter performance. 

This program was streamlined for ease of use by APICS chapters, so our organization's members and customers can experience consistency of APICS products and services. By participating in C-BAR, chapters can expect the following benefits: 

 
  • To easily identify opportunities for growth
  • To promote challenges
  • To provide an administrative tool
  • To demonstrate benefits of continuous improvement
 
  • To help provide meaningful metrics and measurements
  • To recognize and share achievements, accomplishments and innovations
  • To share best practices
  • To establish and raise the BAR!



SECTION
TOPIC
SECTION
SUPPORTING DATA
Section 1. MINIMUM CHAPTER STANDARDS  
    CMS A-1
CMS A-2
CMS B-2
CMS C-1
CMS D-1
CMS E-2
CMS E-3
CMS E-4
CMS F-1
Memebrship Survey
PDP Meeting Evaluations
Chapter Newsletters
Program Listings
Education Offerings
Policies and Bylaws
Board of Directors Meeting Minutes
Board of Directors
Financial Assertion Letter
  CMS SUMMARY
Minimum Standards Evaluation


Section 2. OPTIONAL = C-BAR    
Section 2.A Customer Expectations and Marketing CBAR A-1
CBAR A-6
Marketing Plan
Company Coordinators
Section 2.B Communications CBAR B-2,B-5
 
 
Chapter Newsletters
Chapter Communications - 2008
Chapter Communications - 2009
Chapter Communications - 2010
Section 2.C Professional Development Events CBAR C-1, C-2
CBAR C-3
CBAR C-4
CBAR C-5
PDM Meeting Evaluations
PDM Attendance Action Plan
Joint Networking Session
Program Listings
Section 2.D Education CBAR D-1
 
 
Education Offerings
Education Plan
Education Reports
Section 2.E APICS Participation and External Support CBAR E-4 District Presenters: Jerry Kilty, James Moore
Section 2.F Financial Responsibility  
CBAR F-1
CBAR F-2
CBAR F-3
CBAR F-4
CMS F-1
Chart of Accounts
Liability Insurance Certificate
Financial Statements
IRS Form 990
Financial Audit Report (Coming after final report)
Financial Assertation Letter
Section 2.G Membership CBAR G-1
 
CBAR G-3
CBAR G-3
 
Membership Data
Membership Plan
Career Services
Current Job Postings
Career Services Plan
Section 2.H Chapter Management CBAR H-1
CBAR H-2
CBAR H-3
CBAR H-4
CMS E-3
 
 
 
Strategic Plan
Board of Directors
Job Description, SOP and Work Instructions
Strategic Plan Action Register
Board of Directors Meeting Minutes
Policies and Bylaws
Vision and Mission Statement 
Complete data listing
Section 2.I Student Chapter/Other Education Organizations   .
Section 2.J Narrative and Innovations CBAR J-1
CBAR J-5
President's Narrative
Enhancements/Innovations
  C-BAR SUMMARY
Chapter Self Evaluation (C-BAR)(Preliminary)