Transcript Successful Divisions and How They Function

Leadership Technology Conference
2011
Operations I
Divisions & Institutes
“Purpose and Principles”
Bill Bees
[email protected]
Al Ortega
[email protected]
2
The presenters would like to acknowledge the
contributions of:
Ty Booker
Vince Dillworth
Bobby Grimes
Mindy Grinnan
Mike Ireland
Jack Whitehead
A heart felt Thank You.
3
Session Objectives
• Explain the purpose of technical divisions and
institutes within the mission of the ASME
• Identify the “customers” and how we add value
to them
• Convey the organization and position of
technical divisions and institutes within ASME
• Explain the responsibilities of the Executive
Committees
4
Session Outline
During this session, we will discuss the following
• Our purpose and the ASME mission
• Who are our “customers?”
• Who do we serve?
• Where we exist?
• Division or Institute Executive Committee
Primary Duties
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Our purpose with respect
to the ASME mission
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The ASME Mission is “Complex” …
• Promote the art, science, and practice of
mechanical engineering
• Encourage original research
• Foster engineering education
• Advance engineering standards
• Promote information exchange
• Broaden usefulness of engineering
• Promote ethical practice
How do you and your Division/Institute fit into the ASME
Mission?
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Purpose of Operating Units
• Meet the needs of ASME
• Meet the needs of members
• Promote the technical society
• Infuse the ASME with new members
• Draw new members into the ASME
• Provide Professional Development for all members
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How Does Your Division/Institute
Contribute to the ASME Mission?
• How/where do you fit in?
• What is “your” purpose?
• Who are your “customers”
• What is your plan?
• What is your role?
• What are your metrics for success?
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Plan For Success
Have you set:
• Goals?
• Developed a 5 to10 year strategic plan?
• Used best practices in Leadership training
program?
• Employed other unit’s best practices?
• Considered joint-conferences?
• Used ASME resources?
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How is Success Defined?
•
•
•
•
•
•
•
•
Increase in Primary & Secondary members
Conferences
Honors and Awards
Newsletters
Knowledge Development
Knowledge Transfer
Leadership Development
Engagement of Members
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What defines success for your
Division/Institute?
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Who are our “customers?”
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Serving the Interests of Our Members
•
•
•
Technical knowledge
Enthusiastic volunteers
Information exchange thru
- technical communities
- journals
- conferences
- publications
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Technical Divisions Are ASME’s
Knowledge Base …
We maintain this base by:
• Sponsorship/Organization of Technical Conferences
• Participation in Congress of Divisions
• Sponsorship of Technical Journals
• Participation in Cross-Divisional Activities.
• Provide opportunities for Continuing Education
• Participation in Codes & Standards
• Provide Tutorials at Conferences or Meetings
15
Technical Divisions Provide For
Disemination of Technical
Knowledge …
• Global Communities and Student sections
• Papers and Journals
• Honors and Awards
• New products and services
• Developments in new technologies
• Codes & Standards
• Make Better Engineers and Employees Out of ASME
Members
Operations …: LTC 2010
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Where do we fit within
the ASME organization?
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ASME Has a Number
of Main Activities …
Technical
Units
Membership
• Technical
Communities
• Student sections
• 2 Technical
Institutes
• Local sections
• Technical
chapters
Education
Codes and
Standards
Government
Relations
Where are we in the ASME organizational structure?
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We Fill A Key Role In ASME …
Knowledge &
Community
Sector
• 33 Technical
Divisions
organized in
Groups
• 10 Districts
• Affinity
Communities
Institutes
Sector
Centers
Sector
• IGTI (a large
division)
• IPTI (a group
containing 3
divisions)
• Other
•
•
•
•
Education
Training
Diversity
Prof.
Ethics
• Other
Standards &
Certification
Sector
Strategy &
Outreach
Sector
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Technical Groups
• Divisions are organized into Groups
– Groups support divisions thru guidance / support:
• Publications
• Conferences
• Honors & Awards etc.
– Divisions have one or two representatives on the Group
Operating Board (TCOB), in addition to two members at large.
• The Technical Group Leader is your means of communicating
with the ASME organization as a whole.
• The Technical Group Leader and the Group Operating Board
communicate ASME policies and practices to you
– Reviews division performance
– Approves division bylaws and leadership appointments
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TCOB Structure
• Technical Communities Operating Board
– TGL Basic Engineering
– TGL Energy Conversion
– TGL Engineering & Technology Management
– TGL Environment and Transportation
– TGL Manufacturing
– TGL Pressure Technology
– TGL Systems and Design
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Groups Report to the Technical
Communities Operating Board (TCOB)
• Your Group Leader is your representative on the TCOB
• The Congress Steering, Publications and Conferences
Committees are under the TCOB
• The TCOB has several committees that interact with
Groups and Divisions
• Group infrastructure reflects TCOB structure
• Group Members-at-Large are resources for Divisions
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Knowledge and Communities
Sector Board of Directors
(SVP, Chair) Tom Libertiny
Steven Unikewicz
Energy Committee
Mindy Grinnan
Vice President
Krishna C. Gupta
Nominating Committee
Russ Skocypec, Chair –
Board on Technical
Knowledge
Dissemination
Steven
Unikewicz
Chair
Ken Kok,
Energy
Committee
EnergyCommittee
Chinh Bui, Chair –
Committee on
Strategic Planning
Hamid Hamidzadeh,
Chair, Committee on
Conference Planning
Shiv Kapoor, Chair
Committee on Pubs
and Communications
Urmila Ghia, Chair
Congress Steering
Committee
Hornsen Tzou, Chair
Interdisciplinary
Councils
Open
Committee on InterUnit Service
Mike Molnar, Chair Board on Division
Support
Alfonso Ortega, Chair
Committee on Division
Ops & Training
Krish Gupta, Chair
Committee on Honors
Henry Scarton, Chair
Calvin Rice Committee
Jian Cao, Chair
Committee on Admin
and Finance
Mohammad Ahmed
ECLIPSE
Technical Groups
Russ Skocypec,
Leader Basic
Engineering Group
S. Somasundaram
Leader - Energy
Conversion Group
Pete Prassinos,
Leader Engr & Tech
Management Group
Alan Moghissi, Leader
Environment &
Transportation Group
Mike Molnar, Leader
Manufacturing Group
Artin Dermenjian,
Leader - Pressure
Technology Group
Dick Jacobsen, Chair Board on Research &
Technology
Development
Center for Research &
Technology
Development
Joe Beaman, Chair
Technology Policy
Committee
Emerging Technology
Committee
Technology & Policy
Task Forces
Joe Beaman, Leader
Systems & Design
Group
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Primary Duties of the
Executive Committees
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The Executive Committee - Three
Main Responsibilities
1. Maintain the health of the technical committees
2. Develop a large pool of trained volunteers
3. Run a financially sound divisions/institutes
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What are your responsibilities as an
Executive Committee Member?
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Division / Institute Leader
• Serves membership and constituents
• Operates in a fiscally sound manner
• Recruits new leaders
• Reports to membership and ASME
• Recruits and Develops New Leaders
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Divisions Serve Membership and
Broader Technical Community
All Divisions are not homogeneous, but
nearly all have some common aspects
• Organized around a technical topic
• Provide dissemination of technical info
– Conferences, Journals, Workshops, Tutorials
• Serve membership and colleagues
– Information - Division Newsletters
– Recognize membership - Honors and Awards
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Business Elements to Address …
• Logistical aspects of conferences: Conference approval
forms, business plans and budgets, locations, dates,
coordination with stakeholders, report results
• Logistical aspects of journals: budget, appointment of
editors, approval of associate editors
• Maintain By-Laws and Operating Guides
• Manage Custodial Accounts
• Administer honors and awards
• Support Government Relations
• Support new initiatives
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How to Maintain
Healthy Technical Committees …
• Monitor activities, leadership, and activities
• Train Leadership and maintain officer succession
• Provide resources
• Recruit Executive Committee leadership from technical
committees
• Initiate new technical committees and “sunset” others as
appropriate
• Encourage collaboration with other technical communities
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Elements to Build a Pool of
Trained Volunteers …
• Apprenticeships
• Assignments for exposure and growth
• Maintain Operating Guides
• Scheduled training
• Business planning retreats
• Frequent communications
• Peer review participation
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The Most Important Element of Training is
Apprenticeship and Succession
Potential Succession of Executive Committee Member
Administrative Committees
Technical Committees
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The Most Important Element of Training is
Apprenticeship and Succession
PVP Organization
POSITION
04-05
05-06
06-07
07-08
08-09
09-10
10-11
Senate President
VC&H
Senate Historian
C
Division Chair
Division ViceChair
Honors Chair
Communication
Chair
Programs Chair
VC
11-12
12-13
Pres
Step 3
13-14
14-15
Yr 7
Step 3
Yr 6
Yr 5
4 year Training Period
Newly Elected EC Step 1
16-17
Yr 8
Step 4
Step 2
15-16
Yr 1
Years 2-3-4
Professional Dev.
Chair
Membership Chair
International Chair
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1718
Shadowing – Apprenticing – Training
• Copy on all relevant correspondence
• Invite to participate in teleconferences
• Invite to attend meetings
– Social, business, planning
• Serve as Officers on Technical Committees
• Serve on Administrative Committees
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Apply Good Practices
Methods:
• Training and workshops at conferences
• Recognize efforts of supporters
• Develop Technical Chapters (as applicable)
• Requires personnel in an area
• Provide training for EC at retreats
• Promote the family concept at all levels
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Leader’s “Stay-out-of-Jail” Advice
• Operate within Society processes &
guidelines
• Conference organization requires approval
via CA-1 or CA-2 forms
• ALWAYS seek ASME guidance for
contracts and financial commitments
• NEVER sign contracts or make financial
commitments
• Complete Division Annual Report and Plan
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Summary of Key Points
We should have an understanding of:
• The goals and mission of your Division
and ASME
• Your “customers” and member’s needs
• Where we fit into ASME
• Your primary duties as an Executive
Committee Member
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More Opportunities for You at LTC
1:30-2:20 and 2:25-3:15 today
–
–
–
–
Ethics
Communications
ASME Resources
101 Leadership Path
3:30-5:30 today
– Products & Services Basics
– Finances (Divisions/Institutes)
8:00-10:00 tomorrow
– Operations II “How To’s”
38
Thank You!
Remember:
The technical divisions and institutes
provide great opportunities for YOU
to make a difference to ASME and
its members.
Questions?
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