The Knowledge and Community Sector K

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The Knowledge and Community Sector K C
Information SessionsOctober 25, 26, 27
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President/Executive Director Gene Feigel Virgil
R. Carter
BOG
Engineering Technology Enterprises Terry
Shoup/Tom Loughlin
Executive Office Elizabeth Barna
Human Resources Laurel Raso
Governance Warren Leonard
E.D./Presidents Past Presidents ICOMES
Agreements of Cooperation
Board Operations Nominating Cte. ASME Foundation
Sector Mgmt. Cte.
Services John Corcoran
Institutes Frank Adamek,SVP Michael Michaud
Strategic Management Vicki Rockwell, SVP Phil
Hamilton
Knowledge Community Wade Troxell, SVP Burt
Dicht
Codes Standards Bob Sims, SVP June Ling
Centers S. Carmi, SVP Dave Soukup
Finance Administration Mike Weis

• Technical Communities
• Global Communities
• Affinity Communities
• Financial Operations
• Programs Activities

• IGTI
• IPTI
• CEI
• EMCI
• Advanced Technology

• Technical
• Conformity Assessment
• Development
• Operations

• Education
• Professional Development, Practice Ethics
• Public Awareness
• Leadership Diversity

• Marketing Sales
• Marketing
• Creative Services.
• Member Dev.
• Sales Support

Government Relations

• Svc. Center Ops
• FA
• IT
• Legal
• Admin
• Facilities Services

Strategic Initiatives New Products
Communications
Strategic Issues, Opportunities Knowledge

• Enterprise Support.
• Individual Support
• Unit Support
• Honors

Industry Advisory Board
Events Mgmt.

• Publishing
• Journals
• Conference Pubs
• Books
• CS Pub Editorial
• CS Pub Ops
• ME Magazine
• ASME News
• New Media

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Vision - To be the premier organization for
promoting the art, science and practice of
mechanical and multidisciplinary engineering and
allied sciences to our diverse communities
throughout the world. Mission - To promote and
enhance the technical competency and professional
well-being of our members, and through quality
programs and activities in mechanical
engineering, better enable its practitioners to
contribute to the well-being of humankind.
Global Customers
Financial Viability
Young Engineers
Industry
Core Customers
Government
F1 Grow revenue through new products and global
growth
C1-Continue to serve our core customers such as
academia
C2-Become indispensable to Young Engineers

F2 Sunset lower-value programs
F3 Run a cost effective operation
What we do (core activities)
Build Communities
Build Content / Knowledge
Advocate Communicate
I1 Enable self-forming communities of interest to
develop

• Nurture and treasure the environment and our
  natural and man-made resources
• Facilitate the development, dissemination and
  application of engineering knowledge

I6 Provide effective representation and advocacy
for the engineering profession
I3 Increase Expand Market-Relevant Content

• Promote the benefits of continuing education and
  of engineering education
• Respect and document engineering history while
  continually embracing change

I2 Stimulate individual membership growth with
different membership models
I5 Accelerate time to market
I7 Improve coordination and effectiveness of
communications
I4 Digitize organize content
Learning Growth
L1 Develop new product and business development
capabilities through a culture that is adaptive,
continually evolving (risk taking),
entrepreneurial and agile
L4 Share best practices and lessons learned
L3 Strengthen environmental scanning and
competitive intelligence
L5 Utilize integrated cross-sector project teams
L2 Develop a diverse corps of volunteer leaders
Embrace integrity and ethical conduct Embrace
diversity and respect the dignity and culture of
all people Promote the technical and societal
contribution of engineers
ASME FY07 BSC Strategy Map 24 Aug 05
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VisionTo support and grow dynamic engineering
communities in the promotion of the art, science
and practice of multidisciplinary engineering and
allied sciences by providing member-focused
products, services, technical knowledge and
networking opportunities
Global Customers
Financial Viability
Industry
Young Engineers
F1 Grow revenue through increased membership, new
products and global growth
C2 Engage young engineers through quality
programs and activities

F3 Run a cost effective entrepreneurial
operation
What we do (core activities)
Build Communities
Build Content / Knowledge
Advocate Communicate
I7 Improve coordination and effectiveness of
communications within and across sectors
I1 Enable self-forming communities and other
units to grow and flourish
I3 Increase Expand Market-Relevant Content
Learning Growth
L5 Emphasize cross-sector and cross community
activities and project teams
L4 Capture and disseminate best practices and
lessons learned
L1 Develop a business minded culture that is
adaptive, continually evolving (risk taking) and
agile
L2 Identify, develop and retain a diverse corps
of volunteer leaders
Mission To excite, encourage, implement and
support ASME membership through communities To
make ASME indispensable to engineering students
and early career engineers To promote, develop
and grow a continuum of member-unit groups
serving the needs of engineers and allied
profession To provide for member-initiated
research, publishing outlets and venues for
dissemination of technical knowledge To
identify, train and develop future Society
leaders To effectively interface with other
Sectors and services
K C BSC Draft Strategy Map 29 Sept. 05
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Discussion Topics

• Member Customer Needs
• The New Organization
• What is the Knowledge and Community Sector?
• Structure and Governance
• How Does the Knowledge and Community Sector Work?
• The Other Sectors
• Budget Modifications
• Impact On Operations
• Still To Come
• Contact Information

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Member/Customer Needs

• What are ASMEs members and customers looking
  for?
• Knowledge
• Community
• Advocacy
• Personal Benefits

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The New Organization Member/Customer Focused

• Five Councils replaced with Five Sectors to
• Act on objectives set by BOG
• Focus on projects with targeted outcomes
• Enable access to appropriate resources across
  sectors and from a consolidated services
  department
• Be coordinated by a volunteer-staff partnership

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The Knowledge and Community Sector
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What is the Knowledge and Community Sector?

• The Knowledge and Community (K C) Sector is
  made up of a collection of member units
• Technical Divisions
• Sections
• Student Sections
• Affinity Groups and Committees
• Self-forming Groups and Communities of Practice
• http//www.asme.org/governance/knowledgecommunity/
  

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Member Units

• Their purpose is to
• stimulate the development, acquisition and
  dissemination of technical knowledge
• provide opportunities for engineering
  practitioners to connect and to exchange ideas
  and
• to promote the advancement and professional
  development of our members

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Member Unit Communities(More than 800)

• Technical Communities
• Technical Groups (Alignment of Divisions)
• Currently eight groups and CRTD
• Global Communities
• Ten Districts (Geographic Alignment of Sections
  and Student Sections)
• Affinity Communities
• Two or more ASME members wanting to come together
  for the purposes that furthers the goals and
  objectives of ASME
• Communities of Practice (CoP) self forming
  on-line communities
• Special Interest or specific purpose
• Student Sections Committee
• Young Engineers Correspondents
• History Heritage Correspondents

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Knowledge Community Sector Vision

• To support and grow dynamic engineering
  communities in the promotion of the art, science
  and practice of multidisciplinary engineering and
  allied sciences by providing member-focused
  products, services, technical knowledge and
  networking opportunities

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Knowledge Community Sector Mission

• To excite, encourage, implement and support
  ASME membership through communities
• To make ASME indispensable to engineering
  students and early career engineers
• To promote, develop and grow a continuum of
  member-unit groups serving the needs of engineers
  and allied professions
• To provide for member-initiated research,
  publishing outlets and venues for dissemination
  of technical knowledge
• To identify, train and develop future Society
  leaders
• To effectively interface with other Sectors and
  services

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Knowledge Community Sector Board of Directors
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Community Vice Presidents Operating Boards

• Technical Communities
• Global Communities
• Affinity Communities
• The Operating Board under the direction of each
  Vice President is responsible for
• Communicating clear objectives
• Providing the necessary resources (funding, tools
  and expertise)
• Encouraging and motivating volunteer officers
• Monitoring and measuring achievement, unit health
  and viability
• Ensuring unit operations are in adherence to
  ASMEs balanced scorecard

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Global CommunitiesDistrict Leaders
Districts function to support the activities of
the sections and student sections District
Leaders working with district operating boards
provide direction, support and advocacy for
section and student section leaders, helping them
enhance the performance of their units.
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The Districts
District A combined Regions I (New England) and
II (Hudson) and a portion of Region III
(Mid-Atlantic) District B combined Region V
(Great Lakes) with a portion of Region
III District C combined Regions VI (Central)
and VII (Northern Plains) District D combined
Regions VIII (Northwest International) and IX
(Pacific) District E - combined Regions X
(International Southwest) and Regions XII (Rocky
Mountain) District F - combined Regions IV (Blue
Ridge) and IX (Southeastern) and a portion of
Region III District I Latin America
Caribbean
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The Districts (Cont)
District G Asia the Pacific Rim District H
Europe District J Middle East Africa
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Global CommunitiesDistrict Leaders
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Technical CommunitiesGroup Leaders
Technical Groups function to support the
activities of the technical divisions Technical
Group Leaders working with group operating boards
provide direction, support and advocacy for
division leaders, helping them enhance the
performance of their units.
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Technical CommunitiesGroup Leaders
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Affinity CommunitiesOperating Board

• Dyer Harris, Vice President
• Communicating clear objectives
• Providing the necessary resources (monetary,
  tools and expertise)
• Provides assistance (when needed) for the
  formation of CoPs
• Monitors CoPs for potential opportunities (new
  products, programs, unit maturation)
• Encouraging and motivating volunteer officers
• Monitoring and measuring achievement, unit health
  and viability
• Ensuring unit operations are in adherence to
  ASMEs balanced scorecard

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Financial Operations

• Dick Jacobsen, Vice President
• Responsible for K C Sector budget preparation,
  monitoring, and resource allocation
• Will provide K C units with assistance and
  guidance in development of unit strategic and
  business plans and fiscal metrics
• Monitors unit fiscal health against an
  established set of metrics
• Assesses overall K C fiscal performance against
  established metrics
• Financial Operations Board will include members
  from the Global, Technical and Affinity
  Communities

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Programs and Activities

• Larry Dickinson, Vice President
• Serves as key resource for K C unit programs
  and activities
• Responsible for monitoring all unit activities
  and programs
• Will collect and share unit best practices
• Will provide assistance and expertise to units to
  facilitate program development and implementation
• Serves as a resource to guide and assists K C
  member units to ensure programs and activities
  adhere to the balanced scorecard
• Develops incentives to spur innovative and new
  unit programs and activities
• Programs and Activities Board will include
  members
• from the Global, Technical and Affinity
  Communities

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K C Board of Director Committees

• Information and Communication Terri Taylor,
  Chair
• Responsible for
• The flow of information, publicity and
  communication
• Facilitation of K C unit recognitions and
  honors
• Facilitation of K C appointments to other the
  Society units and external organizations
• Representation and Governance Hank Cook, Chair
• Responsible for
• Facilitation of the identification, recruitment,
  development and training of current and future K
  C leaders
• Maintaining a current Operation Guide for the K
  C Sector
• Facilitation of governance related activities of
  the K C.

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How K C Works -The Structure
K Cs objectives align with ASMEs strategic
objectives
K C BoD

• Programs Activities provides best practices,
  lessons learned and expertise to assist units in
  working together and developing and offering new
  programs.

Financial Operations assists units in developing
strategic and business plans and in adding
entrepreneurial methods to their operations
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The Other Sectors

• Institutes Sector will work to develop
  partnerships (external and internal), expand
  product offerings and greater international
  presence
• Centers Sector is mission-focused purpose,
  supporting ASMEs efforts to better educate,
  enhance and benefit the profession and the public
  at-large
• Codes and Standards modified structure to better
  support efforts to be the world leader in codes,
  standards, and conformity assessment programs
  associated with mechanical engineering
• Strategic Management Sector will provide the new
  structure with a uniquely forwardand
  externally-focused perspective

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How K C Works - Collaboration and Support
Institutes
Centers
Volunteer Training, Student Early Career
Development and Professional Practice
Collaboration with IGTI, IPTI, CEI, and new
product incubator
Services
Codes Standards
Codes Standards, Certification programs
Staff Support, Tech Publications, Events
Management, Marketing, Info Central
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How K C Works (cont)Outcomes

• In collaborating and drawing on resources from K
  C, the other Sectors, and Services, the member
  unit communities develop and offer a wide variety
  of products and services that aimed at providing
  value to our members and customers.

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Major Budget Modifications

• Reduction in FY06 section appropriations and
  elimination in FY07
• Termination of printed technical division
  newsletters
• Distinguished Lecturers Program (no travel
  funding)
• Volunteer Travel
• Closure of Field Offices
• Full Cost Accounting

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Impact on Unit Operations and Needs

• Divisions, sections and student sections continue
  to operate
• The support structure (volunteer and staff) has
  changed
• Need new methods of support (expansion of e-tools
  and resources)
• Need new business models for financial support (
  entrepreneurial operations,incentive funds, seed
  money for new initiatives)

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Still To Come

• Formation of District Operating Boards
• New and updated websites (to match structure)
• Officer coding and unit alignment under the new
  structure
• Communicating with volunteer leaders and members
  (status, leadership, where to go for help)
• Training of volunteers student training
  underway, Leadership Training Conference in
  Houston, (March 3 to 5, 2006), online options
• Staff support for volunteer leaders (Unit Leaders
  Reference Guide)
• New E-tools and resources

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Contact InformationK C Board of Directors
Wade Troxell Senior Vice-President troxellw_at_asme.o
rg Richard Jacobsen VP, Financial
Operations rtj_at_if.uidaho.edu S. Dyer Harris VP,
Affinity Communities sdharris_at_dca.net Larry
Dickinson VP, Programs Activities dickinsonl_at_asm
e.org Karen Moore VP, Technical
Communities karen.moore_at_inl.gov
Doug Brown VP, Global Communities brownd919_at_asme.o
rg Hank Cook Chair, Representation
Governance hcook_at_technologydevcorp.com Terri
Taylor Chair, Information Communication terri.ta
ylor_at_honeywell.com   John Wesner VP, Programs and
Activities (Elect)
wesnerj_at_asme.org Dan Segalman VP,
Technical Communities (Elect)
segalmand_at_asme.org
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Contact InformationGlobal CommunitiesDistrict
Leaders
Karen Ohland District A ohlandk_at_asme.org   Leonar
d Anderson District B andersonL_at_asme.org
Kambiz Farhang District C farhangk_at_asme.org
  Lynden Davis District D davisl_at_asme.org
Brett North District E NorthBrett_at_netscape.net
Lee Crawford District F crawfordl_at_asme.org
Vojislav (Vic) Ilic (FY06)
District G ilicv_at_asme.org   Niluf
er Egrican District H egricana_at_asme.org
  Carlos Lasarte District I lasartec1_at_asme.org
Hasan
Sabri District J hasan.sabri_at_aramco.com
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Contact InformationTechnical CommunitiesGroup
Leaders
Richard O. Buckius Basic Engineering
Group rbuckius_at_nsf.gov   Lawrence A.
Kielasa Energy Conversion Group marianne25_at_comcast
.net   Roy E. Hogan Energy Resources Group
rehogan_at_sandia.gov   John Robinson Environment
and Transportation Group John.W.Robinson2_at_boeing.c
om   Bob Simmons (FY06)
Engineering and Tech Management
bsimmons_at_asme.org
Kamlakar P. Rajurkar Manufacturing Group
krajurkar1_at_unl.edu   William J. Bees Pressure
Technology Group beesw_at_asme.org
Dan J.
Segalman Systems Design Group segalmand_at_asme.org
  Said
Jahanmir Research Technology Development Group
sjahanmir_at_mitiheart.com  
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K C Staff Support - Admin

• Burt Dicht, Managing Director
• 212-591-7074, Dichtb_at_asme.org
• Charlene Trotman, Staff Assistant
• 212-591-7006, Trotmanc_at_asme.org

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K C Staff Support -Operations

• John Bendo, Senior Manager
• Energy Resources and Energy Conversion Groups
• Bendoj_at_asme.org, 212-591-7055
• Elio Manes, Senior Manager
• Environment and Transportation Group
• Manese_at_asme.org, 212-591-7797
• Noha El-Ghobashy, Senior Manager
• Manufacturing and Systems and Design Group
• Elghobashyn_at_asme.org, 212-591-7787
• Richard Ulvila, Manager
• Basic Engineering , Engineering and Tech
  Management and Pressure Technology Groups
• Ulvilar_at_asme.org, 212-591-7863

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K C Staff Support

• Center for Research and Technology Development
  (CRTD)
• Michael Tinkleman, Director
• Tinklemanm_at_asme.org
• 202-785-7394
• Norma Johnston, Manager
• Johnstonn_at_asme.org
• 202-785-7395

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Unit Support

• To provide back-office service and support for
  various units of the Society (sections, student
  sections, divisions, committees, CoPs, etc.)
• [phone], Fax [phone] Email
  unitsupport_at_asme.org
• Help with
• Section Allocations (status and disbursements)
• Unit Roster Access Officer Coding
• Unit e-mail list-server
• Required Reporting
• Supplies
• Operating Guides
• Policies and procedures

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Unit Support - Staff
Manager Open position Jessica Albert
(Sections and Student Sections admin) albertj_at_asm
e.org, 212-591-7911 Deidra Hackley (CoPs and
other admin) hackleyd_at_asme.org,
212-591-7852 Jacinta McComie (Technical
Divisions) Mccomiej_at_asme.org, 212-591-7052 Ange
la Buonvicino, (Technical Divisions) Buonvicinoa_at_
asme.org, 212-591-7103 Lashion Pettiford,
(Temp) Pettifordl_at_asme.org, 212-591-7387
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Information Central

• 800-843-2763001-800-843-2763 (Mexico)973-882-11
  70 (outside North America)Fax
  973-882-1717Email infocentral_at_asme.org
• Help with
• Membership Information/Renewal
• Address/Contact Information Changes
• Product Ordering Information
• Conference/Event Information and Registration

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Our Challenge

• Is to maximize the strengths of the K C units
  to promote and enhance ASMEs core assets
• We do it by
• Technical, Global and Affinity communities
  collaboration
• Empowering member units and their leadership to
  act in the best interest of ASME K C.
• Removing layers and nonessential administration.
• Focusing our energies on critical issues
  (students, early career engineers, industry)
• Sharing best practices
• Developing new programs (practical technical
  content)
• Recruiting, developing and training new volunteer
  leaders

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Section Appropriations

• Impact In FY07, moderate to severe impact as
  many sections use appropriations to support
  activities
• K C Plans to mitigate impact
• Proposal to create unit incentive funds units
  would receive monetary rewards for achieving
  specific objectives and reaching certain
  performance levels.
• Provide units with best practices and assistance
  in organizing revenue generating programs
• Proposal to create seed funds for new unit
  initiatives units would apply for funds to help
  launch new programs

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Section Appropriations Status

• Unit Dues Project Team
• Investigated proposals for allowing voluntary
  unit dues
• Reported to K C Board on recommendations
• Rejected unit dues and proposing incentive fund
• Phil Carpentier will new project lead team in
  coming up with program description and procedures
• Incentive fund program to be included in FY07
  Program Prioritization Process
• Revenue Generation Project Team
• Team was tasked with surveying sections that
  successfully employ revenue generating events and
  assembling best practices and how-to guide
• Follow-on webcasts (within next month) with unit
  leaders to discuss results and focus unit
  operations
• Online modules and training programs

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