ASQ Audit Division Strategic Initiatives 2007-2008

Provide member value including members that do not attend conferences or receive e-mail.

Build and sustain a strong leadership infrastructure to support our members.

Be the world wide provider of auditing information and learning opportunities for advancing individual and organizational performance excellence.

In support of these initiatives we have developed the following business plan

Business Plan Fiscal Year 2007-2008

Objective / Activity Title / Activity Description / Activity Date(s) / Measure / Goal (Months) / Status ^ / % of Goal Achieved‡ / Contact* / Comments
Member Value / Newsletters / Issue 2 hard copy and 2 soft copy newsletters each year. / Quarterly / Number / 4, 2 electronic and 2 hardcopy / 50% / Newsletter Editor
Shelley Darland / Budget given to Ruby
Member Support / Division Marketing / Change name of newsletter to The Auditor Report / Yes/No / Yes / Done / 100% / Newsletter Editor
Member value / Division marketing / Change the format to include things like “Auditor’s Corner,” “What’s New.” etc, include conference pictures / Yes/No / Yes / Newsletter Editor
Member Value / Division marketing / Make the newsletter accessible to Regional Councilors electronically so they can bring copies to their meetings. / Number / All regional councilors have access and use it / Vice Chair Administration
MEMBER VALUE / LOGOWARE/Division Marketing / Develop new logo wear and promotional items / Yes/No / Logo wear Available by the Oct AD conference / Vice Chair
Arrangements & Logistics
Member Value / Provide/
promote learning opportunities / Develop Audit Division and CQA brochures / Yes/No / Brochure done / Done / 100 / Education/
Training Chair
Member Value / Division marketing / Advertise CQA refreshers via the web, Friday Fast Facts, ASQ Web site, etc / Number / Advertised 10 times this year / Ongoing / 50 / Education/
Training Chair
Member Value / ASQ Relationship / Strengthen partnership with ASQ to promote member awareness of the CQA Exam Refresher / Number / Present 2 CQA refreshers with ASQ / Ongoing / 100 / Education/
Training Chair
Member Value / Train Instructors / Train additional instructors / Number / 2 / 50 / Education/
Training Chair / Include RCs
Member Support / Policy & Procedure Development / Develop a procedure to govern the management of the CQA Exam Refresher process. / Yes/No / Completed / Done / 100 / Education/
Training Chair
Member Value / Section Relationships / Develop relationships with sections to deliver the CQA Exam Refresher locally / Number / 3 refreshers delivered to sections / 25 / Education/
Training Chair / 1401
Member Value / Member Training / Survey members and sections for their educational and training requirements / Yes/No / completed / Education/
Training Chair
Member Value / Conferences / Have one Audit Division conference each year / number / 1 / Conference & Program Committee Chair
Member Value / Division Sponsors / Develop a new sponsor program to allow the funding of more value added conferences / Number / 3 new sponsors / 100% / Chair / All Committee Chairs
Member Value / WCQI / Participate in sessions at WCQI / Number / 2 session at WCQI / 100% / Conference & Program Committee Chair / Completed2007 WCQI
Member Value / Recognize member achievement / Develop the requirements for and present the Gauthier Award / Yes/No / Presented this year / Chair Elect
Member Support / Management infrastructure / Reorganize Division management structure. Add Vice Chair Administration and Vice Chair Arrangements to the DMC / Yes/No / Positions filled / 100% / Chair
Member Support / Committee Activity Plan / All committee members will submit a yearly action plan, budget and quarterly status reports / Number / 75% submitted / 25 / Chair
Member Support / Training / Develop and deliver leadership training for Audit Division positions / Yes/No / Completed at AD conference / Education/
Training Chair
Member Support / DMC Calls / Have quarterly conference calls with all committee chairs and DMC members / Number / 4 calls this year / 50% / Chair
Member Support / Officer Calls / Have monthly conference calls with Officers / Number / 12 calls this year / 33% / Chair
Member Support / A/V Maintenance / Maintain AV equipment in good working order and purchase new items as required / Number / maintenance this year / 50% / Vice Chair Arrangements & Logistics
Member Support / Training / Ensure SharePoint site for member leaders is user friendly and accessible / Number / All leader members have access / 100% / Secretary
Member value / Division Achievement / Achieve McDERMOND Award / Yes/No / Achieved this year / Chair Elect
Member Value / More support for regional councilors / Develop new RC Handbook / Yes/no / Completed / 100% / Chair Elect
Member Value / Division Support / Give RCs a $500 budget / Number / At least 5 RCs use budget for member value / 100% / Chair Elect
Member Value / Division Support / Support RCs attending the division conferences / Number / At least 3 RCs attend the AD conference / Chair Elect
Member Involvement / Volunteers / Develop current position descriptions for volunteers and post them on the web site to encourage participation / Number / All job positions developed and posted / 100% / Secretary
Member Involvement / Volunteers / Recruit volunteers to be at the Division booth / Number / 3 volunteers at the conference booth / 100% / Membership Chair / RCs to participate
Member Value / Volunteers / Tables at conference for volunteers to talk to people currently holding positions / Number / 4 new volunteers this year / 100% / Conference & Program Committee Chair
Member value / Collaboration / Improve Section and Division partnerships / Number / At least 2 joint collaborations with Sections this year / Chair
Member Retention / New members / Develop new membership package with welcome letter, Audit Division brochure, CQA Refresher brochure, member pin, volunteer opportunities, directions to the web site / Number / All new members get the package / Membership Chair
Member retention / Existing members / As members come up for renewal send a package that includes a membership pin, Audit Division brochure, CQA Refresher brochure if not a CQA, volunteer opportunities, directions to the web site / Number / All renewing members get the package / Membership Chair
Member Value / CQAs / Provide Division CQAs with Division Pin acknowledging their achievement of attaining a CQA / 4/29/07 / Number / All Division CQAs / 10% / Membership Chair
Member Value / Division Support / Division Management Meetings / 3/16/07; 4/28/07;7/15/07;
10/6/07 / Number / DMC / 50% / Chair
Member Value / Division Support / Division Conference Meetings / 03/07/0;
05/15/07;
07/16/07
10/06/07 / Number / 50% / 2007 Conference Chair
Member Value / Division Support / Advertisement for A/V Equipment / 03/14/07 / Number / 50% / Vice Chair Arrangements & Logistics
Member Value / CQA Refresher / Present CQA Refresher / 03/30/07
04/19/07
04/26/07
05/04/07
10/08/07 / Number / 12 / 60% / Education & Training Chair
Member Value / Newsletter Articles / Articles by Committee Chairs / 05/30/07;
07/30/07
10/30/07
12/30/07 / Number / 12 / 25 / Newsletter
Editor
Member Value / Joint Conference / Joint Conference with
ISO 9000 / 10/08/08 / Conference / 12 / 2008 Conference
Chair
Member Value / Joint Conference / Joint Conference with
DCD / 10/08/09 / Conference / 12 / 2009 Conference Chair
Member Value / DAC Meeting / Attend DAC Meeting / 04/28/07 / Attendance / 4 / 100% / Chair & Vice Chair
Member Value / Leadership Training / Attend Leadership Training / 4/28/07 / Attedence / 4 / 100% / Chair , Vice Chair, Secretary
Member Value / Planning / Strategic Planning Meeting / Meeting / 4 / 100% / Chair
Member Value / QP Article / Submit articles for Quality Progress / Number / 1
Member Value / CQA Refresher / Continue to upgrade / Go / No go / Continuous / Nancy Boudreau
Member Value / Revise Newsletter / Revise, rename and reformat newsletter / 06/06/07 / Revised Newsletter / 6 / 50% / John Mascaro / Shelley Darland / Nancy Boudreau to assist
Member Value / AD Award / Reinstitute AD Award / 10/11/07 / Present award / 8 / 10% / George Callender / John Mascaro to assist
Member Value / Regional Councilors / Replace Regional Councilors, revise handbook / 06/31/07 / 15 RCs and new handbook / 4 / 66% / George Callender / John Mascaro to assist
Member Satisfaction / Job Descriptions / Revise AD job descriptions / 06/31/07 / Descriptions revised and published / 4 / 100% / Nancy Boudreau / John Mascaro to assist
Member Value / Re-organize AD Leadership / Re-organize officer positions and DMC / 4/30/07 / Publish Org Chart / 2 / 100% / John Mascaro
Member value / Sponsors / Create Sponsor Procedure / 4/30/07 / Publish Procedure / 1 / 100% / Dennis Welch / John Mascaro to assist
Member Value / Recruit New Sponsors / Create invitation and PowerPoint presentation / 4/30/07 / Produce Presentation / 1 / 100% / John Mascaro
Member satisfaction / Computer Maintenance / Establish maintenance contract / 4/30/07 / Sign contract / 1 / 100% / Quitman White
Member Value / AD Trifold Brochure / Update AD Trifold Brochure / 4/20.07 / Publish Brochure / 1 / 100% / Nancy Boudreau / John Mascaro to assist
Member Value / AD Pins / Design and order new AD membership pins / 4/20/07 / Receive Pins / 1 / 100 / John Mascaro
Member value / Promotional Items / Order promotional items for WCQI / 4/20/07 / Receive Items / 1 / 100 / John Mascaro
Member Value / Comps Procedure / Develop Compensation procedure for use at Conferences / 3/31/07 / Publish procedure / 100 / John Mascaro
Member Satisfaction / CQA Procedure / Develop CQA Refresher Procedure / 3/31/07 / Publish Procedure / 100 / Nancy Boudreau
Member satisfaction / Quarterly report / Publish quarterly report on share point / 4/30/07 / Publish report / 60 / John Mascaro