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PLANNING PERFORMANCE

AND

EARNING RECOGNITION





Effort That Pays









ISA–The Instrumentation, Systems, and Automation Society

Why Plan?

“Can you tell me please which way I ought to go from

here?”

“That depends a good deal on where you want to get to,”

said the Cat.

“I don’t much care where,” said Alice.

“Then it doesn’t matter which way you walk,” said the Cat.









ISA–The Instrumentation, Systems, and Automation Society

Session Objectives

 understand ISA’s Section planning concept

 recognize the value of planning

 identify existing planning tools

 realize that planning pays









ISA–The Instrumentation, Systems, and Automation Society

The Concept

Do What Works for your Section

 Does the action serve ISA members?

 Does the action serve your local i.s.&a. industry?









ISA–The Instrumentation, Systems, and Automation Society

Section Demographics

 Historical information

 Environmental information

 Member needs/wants information









ISA–The Instrumentation, Systems, and Automation Society

SWOT

 Strengths

 Weaknesses

 Opportunities

 Threats









ISA–The Instrumentation, Systems, and Automation Society

The ISA Mission Statement

 Maximize the effectiveness of ISA members

and other practitioners and organizations

worldwide to advance and apply the science,

technology, and allied arts of instrumentation,

systems, and automation in all industries and

applications.

 Identify and promote emerging technologies

and applications.

 Develop and deliver a wide variety of high-

value information products and services to the

global community.

ISA–The Instrumentation, Systems, and Automation Society

Module on Research and Planning

ISANetwork - www.isa.org

Members & Leaders

> Leader Resources

> Leader Training (MUST LOGIN)

> Section Operations and Communications

>Member Services Planning









ISA–The Instrumentation, Systems, and Automation Society

Section Planning Tools

 Section Annual Planning Guidelines and Form

 Section Performance Award Guidelines and Form









ISA–The Instrumentation, Systems, and Automation Society

Section Annual Planning Guidelines

and Form

ISANetwork - www.isa.org

Members & Leaders

> Leader Resources

>Section

>Admin Forms

> Section Annual Planning Guide (MUST LOGIN)





ISA–The Instrumentation, Systems, and Automation Society

Annual Planning Form Catgories

 Section Management

 Leadership Development

 Section Service









ISA–The Instrumentation, Systems, and Automation Society

Section Performance Award

ISANetwork - www.isa.org

Members & Leaders

>Leader Resources

>Section

> Admin Forms (MUST LOGIN)

>Guidelines

>Form

>Summary Sheet



ISA–The Instrumentation, Systems, and Automation Society

Purpose

 Recognize and reward high quality performance at the

Section level.

 Recognize Sections for their accomplishments in key

areas









ISA–The Instrumentation, Systems, and Automation Society

Steps to Success

 Planning

 Working your plan

 Tracking your accomplishments

 Completing and submitting SPA form by 1 June









ISA–The Instrumentation, Systems, and Automation Society

Meeting the Challenge

 Challenge - reflect locally a full and complete picture of

ISA, at least to the best of your ability

 All Sections are eligible for recognition as

 Gold - 100+ points

 Silver - 75-99 points

 Bronze - 50-74 points









ISA–The Instrumentation, Systems, and Automation Society

Key Areas for Scoring

 Section Planning

 Leadership Training

 Member Communication

 Section Event Attendance

 Membership Retention & Growth

 Student Section Support

 Honors & Awards

 Section Board Participation

 Delegate to Council of Society Delegates

ISA–The Instrumentation, Systems, and Automation Society

Section Performance Award Scoring

Area of Activity 2000-2001 2001-20__

 Section Planning 40 40

 Leadership Training 10 40

 Member Communication 40 40

 Section Event Attendance 30 40

 Membership Retention and Growth 80 40

 Student Section Support 10 12

 Honors & Awards 40 40

 Section Board Participation 10 20

 Delegate to Council of Society 10 10

Delegates

Totals 270 282

ISA–The Instrumentation, Systems, and Automation Society

2001-20__



Section Board Delegate to Council

Participation of Society Delegates

Section Planning

7% 4%

15%

Honors & Aw ards

14% Leadership Training

Student Section 14%

Support Member

4% Communication

Membership 14%

Section Ev ent

Retention and

Attendance

Grow th

14%

14%







ISA–The Instrumentation, Systems, and Automation Society

Section Planning - Primary Resource

 Section Annual Planning Guidelines and Form

 Your roadmap to success

 Section Performance Award Review

 Make a plan

 Track your accomplishments using the form(s)

 Apply for Section Performance Award









ISA–The Instrumentation, Systems, and Automation Society

Annual Planning Tie-in to Award

 Annual Section Leader Orientation

 Provide Plan and Completed Form from previous year

to incoming leadership

 Distribute Section Performance Award Score Sheet

from previous year to incoming leadership









ISA–The Instrumentation, Systems, and Automation Society

Begin Again

 Annual Section Planning

 Work your plan

 Track results

 Apply for Section Performance Award

 Train incoming leaders









ISA–The Instrumentation, Systems, and Automation Society

Section Annual Planning

Section Performance Award









ISA–The Instrumentation, Systems, and Automation Society



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