North Shore Chapter
Advancing Productivity, Innovation, and Competitive Success

Website Director SOP

APICS North Shore Chapter (NOSH 20)

Welcome! You have been duly elected and have sworn to uphold the duties of Website Director for the APICS North Shore Chapter. This Standard Operating Procedure (SOP) has been designed to give you mission-critical information in a succinct format.

1.0  Important Links

Website resources tools and templates:

http://cbox.apics.org/Website/Pages/default.aspx

http://cbox.apics.org/ChapterLeaders/Resources/Pages/default.aspx

http://cbox.apics.org/ChapterLeaders/VolunteerTraining/Pages/default.aspx

My Chapter (you must log in with your active membership):

http://www.apics.org/APICS/Chapters/MyChapter.aspx

NOSH 20 Website:

http://www.apics-northshore.org

NOSH 20 ADMIN site (a repository for Chapter plans, minutes, templates):

http://www.apics-northshore.org/administration1/

CBar Handbook and CBar Workbook:

http://cbox.apics.org/ChapterLeaders/CBARCMS/Pages/default.aspx

2.0  Tactical Objectives

·  Obtain transition information and pointers from the previous year’s Website Director, including the current FY Strategic Plan and previous year’s Website budget detail.

·  Meet Chapter Minimum Standards and CBar requirements monthly/annually.

·  Ensure email addresses for newly elected directors are routed to the email accounts of their choice by July 2.

·  Ensure the continued success of the website.

·  Report on website activities and statistics, monthly.

·  Approve Website line item in FY Budget annually and monitor budget versus actual monthly.

·  Other support activities as needed. (See current FY Strategic Plan and BOD meeting minutes.)

Each objective is explained in further detail in subsections, below.

2.1.  Obtain transition information and pointers from the previous year’s Website Director, including the current FY Strategic Plan and previous year’s Website budget detail

·  Self explanatory.

2.2.  Meet Chapter Minimum Standards and CBar requirements monthly/annually

·  Become familiar with Chapter Minimum Standards and CBar as they relate to Website (see links, above, and discuss with Chapter VP). For example:

§  Did the chapter maintain a current Web site with APICS trademark logo on home page with chapter name and link to APICS (www.apics.org) or did the chapter provide and maintain key chapter contact information and an overview of chapter services and activities via the Online Chapter Locator (http://www.apics.org/apics/chapters.aspx)? (List chapter Web site URL- example: http://www.apicsphoenix.org.)

§  How many times did the chapter announce its events, such as PDMs, seminars, tours, or classes, in local periodicals, radio, TV, or some other appropriate medium (website)?

·  Develop a plan/timeline to meet CBar requirements and deadlines.

·  Execute your plan.

2.3.  Ensure emails for newly elected directors are routed to the email accounts of their choice by July 2

·  Self explanatory.

2.4.  Ensure the continued success of the website

·  Renew (as required) the Domain name “apics-northshore.org” for the chapter.

·  Work with the Treasurer to ensure the website/host/ISP bills are paid on time (usually October).

·  Provide technical assistance and direction to the webmaster.

·  Test application and service changes to determine impact on website viewers, ecommerce and security.

·  Assist Communications, Programs, Marketing and E&R with maintaining the “public face” of the Chapter on websites by performing regular reviews and reporting outdated or incorrect content to the responsible director.

·  In January, ensure Communications/Membership publishes asks the webmaster to post the Annual Membership Survey on the website. Ensure responses are directed to the Membership Director.

·  Analyze external data, PDM survey data and Annual Membership Survey data with regard to member needs, trends, vision and mission.

·  Work with BOD members to develop website changes that cater/appeal to those needs.

2.5.  Report on Website Director and Webmaster activities, monthly

·  Obtain copies of previous minutes. Review reporting format and plan to duplicate the format for the next monthly BOD pre-minutes.

·  Report on website “hits” and other pertinent data at least twice annually.

2.6.  Approve Website line item in FY Budget annually and monitor budget versus actual, monthly

·  Obtain last year’s budget and reasoning behind the budget during transition.

·  In July or early August, prepare a preliminary budget and present it to the BOD.

·  Submit all Website expenses to the Treasurer, with appropriate forms/documentation.

·  Monitor approved budget versus actual. Discuss any questions or discrepancies with the Treasurer as soon as they appear, and resolve them or bring them to the BOD’s attention.

2.7.  Other support activities as needed

·  See current FY Strategic Plan and BOD meeting minutes for ad hoc support activities.

3.0  Revision History

Ensure Rev Date is entered in the footer of this SOP.

Rev Date / Description / Approved by
6-21-11 / Initial Draft
6-28-11 / Initial Release / Frank Clapp, Michele Blake
6-29-11 / Clarified email in 2.3; added domain name renewal to 2.4.; changed reference from membership to website in 2.0 and 2.6 / Frank Clapp, Michele Blake

Rev: 6/29/11 Page 3 of 3