watch?v=RSKy273cM hc · CBAR Refresh 2017 CBAR Taskforce Celeste Ayers Jeff Ball Reed Dubow Michele Lawrence Leann Goettel Joost Vles* *Reports to the District Manager Committee

https://www.youtube.com/watch?v=RSKy273cMhc

https://www.youtube.com/watch?v=RSKy273cMhc

CBAR Refresh 2017

CBAR Taskforce

Celeste Ayers

Jeff Ball

Reed Dubow

Michele Lawrence

Leann Goettel

Joost Vles*

*Reports to the District Manager Committee

3 © APICS Confidential and Proprietary

CBAR (Taskforce Members)

Celeste AyersOrigianl Author of the "Progressive Scale"

100 point scale

CBAR Rock Star!!!

Loves data

Company: Parker Hanifin

Jeff BallProduction Control, IT Systems, Supply Chain

APICS since 2006, Buffalo, NY Chapter

Another CBAR junkie! Saw value in using this type of tool for other organizations too!

Likes the idea of looking at Chapters as Businesses

Progressive scale makes it easier to see what is possible.

Jessica DePintoAPICS Corporate - Senior Manager, Instructor Development

Chapters should receive points for supporting chapter-endorsed instructors to attend APICS Instructor Training classes

(TTT, LDI, AIS) and quality assurance practices (ex. Student feedback)

Reed DubowAccounting by trade (in Manufacturing)

VERY millitant -- say what you do, then do what you say.

Past President of New Jersey

CBAR Junkie

Member of Northeast Team

Leann GoettelAPICS Corporate District Channel Mgr.

Mid-Atlantic & Canada

Progressive scale appears to be a great tool for both Chapters AND Districts

Michele LawrenceCurrent President of North Shore MA Chapter

Strategic thinker

Company: Pfizer

Strucutre and uniformity!

Member of Northeast Team

Joost VlesAPICS since 1990

Past Chapter President of Buffalo, NY

Current District Manager of Northeast District

CBAR Taskforce Chair, reporting to the DMC

Company: Moog

CBAR Taskforce – War room


CBAR Taskforce War Room (Before)


CBAR Task Force War Room

You

submitted

over 100

individual

pieces of

feedback on

what should

be Added,

Deleted, or

Modified.


CBAR Taskforce War Room (After)


CBAR (Progressive Scale Concept)Chapter Officers:

This document is the creation of the 2017 CBAR Task Force. The task force was formed by the District Manager Committee

for the purpose of updating the Chapter Benchmarking and Reporting (CBAR) tool to align with the new Channel Partner

Agreement (PA-17) and to incorporate more relevant issues (I.e. social media and Instructor development.)

During the Task force's time together, it has become clear to us that the original intent of the CBAR tool has been lost over the

years. The CBAR tool was originally intended to help Chapter Officers run stronger Chapters--not simply to earn a grade. The

CBAR scores are for the District Managers and are to be used to understand what areas each Chapter needs develop in. The

details of the CBAR report are never given to APICS Corporate, even though the scores are reported for the purpose of awarding

Bronze, Silver, Gold, and Platinum awards.

With this in mind, the CBAR Task Force has identified a new method for evaluating Chapters that we believe will also allow a

Chapter to see what is possible in each area, not just simply earn a score. We are calling the new method a "Progressive Scale"

technique, a format that many of us use in our businesses today for Suppler Evaluations and Risk Management. The

progressive scale concept will help each Chapter answer the question , "what does good look like?" for each specific criteria.

We have completed about 60% of the conversion from the old CBAR tool to the new Progressive Scale CBAR tool and thought

this would be a good time to check in with you for your feedback. Please review the "Progressive Scale CBAR" tab in the

attached workbook and provide feedback to your District Manager. Tell us what you like and what you think we can do to make

it even better. We plan to release a more complete version in the commit weeks.

Thank you,

CBAR Task Force-2017, Celeste, Jeff, Reed, Leann, Michele, and Joost


CBAR (Progressive Scale Concept)


CBAR Progressive Scale - Handbook


CBAR Progressive Scale – Metrics


CBAR Progressive Scale – Visual


FAQ

Frequently Asked Questions Yellow Cells indicate the need for templates and guidelines. Green Cells indicate future enhancements of the CBAR Tool

Item # CBAR Item Description Question Response

A Scoring perfect? It is nearly impossible to get a perfect score! CBAR is intended to show a Chapter what good looks like in every area. It

is was never intended that a Chapter has to be perfect in order to obtain a

Gold award.

Gold = 66 -100%

Silver = 45 - 66%

Bronze = 29 - 45%

B What is meant by "Objective Evidence Available Upon Request?" Too much documentation appears to be required, is this true? No, The only documentation that is required for submittal is the actual

workbook with the self evaluation. It is up to the District Manager to audit

the scores and responses at which time they can ask for Objective Evidence

to be presented.

C Standard Format for submitting documents? For any documents that are requested from the Chapter, should they be in

a standard format?

In theory this would be great, however, every Chapter has its own by-laws

and would be impossible to gain total agreement on formats.

D CBAR vs. PA2017 There are some questions in CBAR that could be scored a "0" (ex.

2,4,9,10,11,17,25) which would be a violation of the PA2017. Why does the

CBAR tool still allow you to get a total score even if these questions are

scored a 0, shouldn't the tool default to 0 until these basic requirements

have been met?

The current tool is not written to exclude any Chapter from completing the

self evaluation and getting a score to help them baseline their

performance. We could look at creating a "Net" score that takes PA2017

into account, but that would come in future versions if the task force

decides to build that logic into the tool.

E District Feedback section (Comments and Scoring) There is no section for the District Reviewer to put their comments or tally

their own score.

Currently the tool is unprotected and therefore comments can be added. A

future solution would be to add a new column next to all 43 questions,

called comments, also could add a District score column in future versions.

F Development Plan Tab in the CBAR Tool In Cell B9 on the Introduction Tab, it states that the Development is also a

mandatory tab, is that true?

No, this should be written to state this is NOT a mandatory tab. This tab is

where your Chapter can record development plans for each of the

elements found in CBAR. This is not a mandatory tab and is provided only

for assistance in organizing your Chapter's workload and objectives for the

coming season. (This will be fixed in future releases.)

G The CBAR Heading, "Objective Evidence Available upon request" (Column

E)

Confusing wording. Yes, this should be rewritten to state, "Objective Evidence to be made

available upon request." (This will be fixed in future releases.)

Other Questions?

watch?v=RSKy273cM hc · CBAR Refresh 2017 CBAR Taskforce Celeste Ayers Jeff Ball Reed Dubow Michele Lawrence Leann Goettel Joost Vles* *Reports to the District Manager Committee

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