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Annual Report Templates

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Annual Report Templates document sample

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									  Objective 1: Provide value to members                                              Plus        Neutral         Minus
                                                                     Rating         Green        Amber           Red
  Did you conduct or co-conduct a one-day conference or seminar
1 other than NES? > 4 hours in duration                                       > 4 hours     no seminars n/a

                                                                                            only 1 or 2
                                                                                            hours; or only
2 Does your chapter conduct or co-conduct a workshop program?                 at least 3    networking     no seminars
  Did you organize, offer and conduct or co-conduct a an organized            Offered and   Offered but
3 study program for certification candidates?                                 taken         no takers      none offered
  Did your chapter host or co-host a National Education Seminar
4 (NES)?                                                                      yes           No             N/a
  Did your chapter host or co-sponsor any other NCMA seminar
5 originated by the NCMA National organization? NES or Audio                  yes           No             N/a
6 Does your chapter have a scholarship program?                               yes                          no
  Did your Chapter nominate and support participants to the NCMA
  Contract Mgt Leadership Development Program? Did the CMLDP
7 nominee serve in a Leadership role in your Chapter?                         yes           no            n/a
                                                                                                          seems unaware
                                                                              aware of goal aware of goal of goal and
                                                                              and working but not fully relationship to
  Innovation/Quality of Meeting National and Strategic Goals                  towards it    engaged       chapter
   Objective 2: Connect NCMA and members                                    Rating      Green       Amber                  Red
 1 If 10% of year-end chapter membership is certified                                10% or more 5-9%               less than 5%

     Did a chapter member present or co-present under one of the
     Education Tracks at a National Contract Management Conference or
 2   the NCMA World Congress during the program year?                                Yes             n/a            n/a
     Did any of your members sit for the CPCM/CCCM/CFCM exam or
 3   recertify during the last program year?                                         yes             no             n/a
     Are any of your members engaged in teaching of contract
     management-related studies for a college or university or actively
     engaged as advisors in areas of contract management to
 4   universities or colleges?                                                       any examples no examples n/a
     Have any of your members participated as instructors, etc., in any
     program relating to contract management, which was not part of                  Many
     your chapter-sponsored activities, not for the university community,            examples of
     and not as part of their regular employment? This includes                      speaking or     few
 5   presentations at other NCMA Chapters.                                           teaching        examples       no examples
                                                                                     Actively
                                                                                     engaged with    Intermittent   No outreach to
     Has a member of your chapter worked with a local university or                  college or      or token       college or
 6   college to develop contract management courses or programs?                     university      outreach       university
 7   Did your chapter hold or participate in a career fair?                          yes             no             n/a
     Did your chapter publish a newsletter with a minimum of four                    4 or more
 8   issues?                                                                         issues          1-3 issues     no newsletter
     Does your chapter post your newsletter on your website? Does your
     chapter utilize technology to communicate (Magnet Mail, email,
 9   erooms, blogs, etc.)?                                                           yes             no             n/a
     Do you have a chapter membership directory or link to Connect to
10   People?                                                                         yes             no          n/a
     Have you submitted items for the "Association News" section of                                  1-3
11   Contract Management magazine?                                                   3 or more       submissions no submissions

   Have any chapter members authored or co-authored an article of
12 substance and submitted to CM magazine or the NCMA Journal?                       yes             no             n/a
   Have any chapter members authored or co-authored an article of
   substance that was published in newsletters or other
13 agency/company publications with limited circulation?                             yes             no             n/a
   Has your chapter established a "home page" on the World Wide                      yes and fully   yes, but not
14 Web and maintained it with current content?                                       up to date      updated        no
                                                                                                     Chapter
                                                                                     Chapter         staying        Chapter losing
15 Membership recruitment and retention program.                                     Growing         constant       members

   Did any Chapter members participate on the National Board of
16 Directors, the Board of Advisors or serve on National Committees?                 yes             no             n/a
                                                                                         seems unaware
                                                             aware of goal aware of goal of goal and
                                                             and working but not fully relationship to
Innovation/Quality of Meeting National and Strategic Goals   towards it    engaged       chapter
   Objective 3: Operated effectively                                      Rating         Green        Amber         Red

   Did one of your chapter members participate as a mentor for an
 1 NCMA Leadership Development Program student?                                    yes           no           n/a
   Was your chapter represented at the Mid Year Leadership
 2 Meetings?                                                                       3 or more     1-2 sent     none sent

 3 Did your Chapter President attend the Annual Leadership Summit?                 yes           no           n/a
   Was your chapter represented at the “Annual Leadership Summit”                  2 or more
 4 by a representative other than the president?                                   sent          1 sent       none sent
 5 Did Chapter members attend World Congress?                                      yes           n/a          n/a
   Was the chapter’s annual financial report for the program year
   period (July 1, 2008 –June 30, 2009) submitted by August 31, 2009
 6 as an attachment to the Chapter Annual Report?                                  Yes                        No
   Did the chapter conduct an independent audit of the chapter
   financial records of Program Year 2008-2009 and submit to the
   National Office as an attachment to the Chapter Annual Report by
 7 August 31, 2009?                                                                Yes                        No
   Did the chapter prepare or update its Long-Range Plan which covers
 8 at least a 3-year period?                                                       Yes                        No
   Did the chapter conduct an organizational or “team building” meeting
   for chapter leaders prior to August 31, 2008 which was a minimum
   of 3 hours in duration and covered the Chapter’s Program Year Plan
 9 for coming Program Years?                                                       Yes                        No
   Did the chapter plans include plans to address membership
10 retention?                                                                      Yes                        No
   Did the chapter submit a complete roster of chapter officers and the
   chapter leadership team for the 2009-2010 program year to the
11 NCMA National Office by August 31, 2009?                                        Yes                         No
12 Did the chapter submit a copy of the Chapter Bylaws?                            Yes                         No
                                                                                                               seems unaware
                                                                                   aware of goal aware of goal of goal and
                                                                                   and working but not fully relationship to
   Innovation/Quality of Meeting National and Strategic Goals                      towards it    engaged       chapter

   Color and Plus/Minus
   Blocks 12, 33 and 49 would be the overall assessment of that
   objective considering size and circumstances

   Overall Rating
   Three Goals Green (plus) equals Gold chapter
   2 Goals Green (plus) equals Silver chapter
   1 Goal Green (plus) equals Bronze Chapter

								
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