IISE New Board Member Orientation 2020 Kathy Gamboa

First and Foremost… Congratulations… on being elected to an IISE Board!!

Table of Contents • Welcome and Thanks • Voluntary positions with responsibilities to IISE / Members • Brief IISE Vision / Mission / Strategic Plan • Board Structure • SVP Comments from Rohan Shirwaiker • Board Focus / Responsibilities (may include other volunteer positions) • Resources Available • Webinar Program • Honors & Awards

IISE – Who are we? IISE, the world's largest professional society dedicated solely to the support of the profession, is an international, nonprofit association that provides leadership for the application, education, training, research, and development of industrial and systems engineering.

IISE Membership • 13, 000 members ( 61% professional, 39% students) • 3 Societies - Applied Ergonomics Society (AES), Society for Engineering & Management Systems (SEMS), Society for Health Systems (SHS) • 12 Divisions – Construction, Data Analytics & information Systems, Energy Systems, Engineering Economy, Logistics & Supply Chain, Manufacturing & Design, Modeling & Simulation, Operational Excellence, Operations Research, Quality Control & Reliability Engineering, Sustainable Development, Work Systems • 4 Technical Interest Groups - Artificial Intelligence, Process Industries, Security Engineering, Service Systems Engineering

IISE Vision A widely-recognized, inclusive organization that advances, promotes, and unites the industrial and systems engineering profession worldwide.

IISE Mission • We serve those who solve the complex and critical problems of the world.

IISE Strategic Plan • The plan gives IISE a path with priorities to achieve goals and measure successes. It is also a living document that will evolve over time as the profession and technology continues to shape and reshape the landscape of ISEs from students to academia to industry. Learn more about IISE's Strategic Plan and its four pillars: Integrate, Include, Strengthen and Excel.

Board Structure

Senior Vice President Rohan Shirwaiker – SVP 2020 - 2023

TOB Annual Goals IISE Strategic Pillars TOB Goals INTEGRATE the profession worldwide • Support International Operations Board (IOB) and offer complementary activities to improve IISE's global outreach and highlight our technical communities. • Organize IISE Cup at the 2021 Annual Conference INCLUDE all for diversity, equity, and cultural prosperity • Support Diversity, Equity, and Inclusion (DEI) committee's efforts and develop complementary initiatives • Incorporate DEI philosophy and initiatives in S&D operations STRENGTHEN the image, advocacy, • Update the scope and policies and procedures, and continue outreach efforts for the IE Body of Knowledge (IE Bo. K) and impact of ISE professionals • Improve student engagement programs in collaboration with SVP of Student Development EXCEL in customer experience for members, partners, and affiliates • Improve S&D annual reporting procedures • Improve communication with S&D leadership • Establish an awards matrix (awards vs. stakeholders) and best practices

Primary Focus • Improve Member Value • Lead Your Division • • Set goals and strategic plans Recruit and train new leaders / successors Solve problems or conflicts Solicit nominees for institute honors and awards

Responsibilites Establish and maintain regular communication with your board. 1. Interpret and explain IISE policies and services. 2. Represent the Institute leadership and HQ to your Division. 3. Hold regular Division conference calls. Minutes must be approved by the board with a quorum. 4. In addition to monthly board meetings, one fall meeting and one meeting associated with the annual conference will be scheduled.

President Leadership • Lead by Example • Deliverables • Expectations

Key References • Locate S&D Leaders https: //www. iise. org/Details. aspx? id=1132 • Management Center https: //www. iise. org/Details. aspx? id=21466 • Election information https: //www. iise. org/Details. aspx? id=21466 • Drop Box www. dropbox. com • Honors & Awards https: //www. iise. org/details. aspx? id=955 • How to Solicit Sponsorship https: //www. iise. org/Details. aspx? id=951

Social Media • Social media posts are linked to specific emails & devices. • All posts must go through David Brandt @ HQ (DBRANDT@iise. org). • Primary information of post and target date needed at least 7 -10 days out. • Only need content – IISE will do the marketing on the posting.

IISE Connect connect. iise. org • Our inhouse “Linked-In” • Quick connect with APP • A tailored President’s message • • • Grow a Network of Peers Join Focused Communities Enhanced Communications Improved Sharing Capabilities Real-time Discussions Enhanced Knowledge Hubs Higher Logic Platform Not a job board Not a place to advertise products being sold

Leadership Development • Conferences, Meetings and Events • Chapters, Societies, Divisions • Mentoring • Progressive Levels of Leadership • On-the-Job Training • Low-Risk Way to Develop New Skills

Administrator Support • Conduct surveys • Assist with newsletter formats – (send in arial 10 point font only, pictures need to be a jpeg) • Schedule and launch board calls via Go. To meeting • Board Elections • Student Leadership Boards – being revised for upcoming year • Membership lists are not provided to Board members due to privacy restrictions. HQ can communicate information to the lists on your behalf.

IISE Contacts • Kathy Gamboa kgamboa@iise. org Division/Societies/interest Groups/ newsletters/website updates • Pam Patterson ppatterson@iise. org Chapters and Regions Co-ordinator • Keith Albertson Kalbertson@iise. org Managing Editor of the IIE magazine, publications etc. • Bill Boyd bboyd@iise. org Director of Membership • David Brandt Dbrandt@iise. org Coordinates all social media postings, podcasts etc.

Elections • Elections are held in compliance with established bylaws. Typically the boards transition according to below dates; • Society of Health Systems – February 1 • Applied Ergonomics Society – March 1 • Technical Operations Board - April 1 • Divisions / SEMS – May / June usually in person at the IISE Annual Conference & Expo.

Key Deliverable Dates • S&D Annual Reporting Form - May 1 • 3 -Year Strategic Plan – July 31 • Annual Goals – September 30 • Award Sponsorship Funds due to HQ – December 30

Webinars • Performance Excellence – typically 2 per month • Global • Industry Leading • Presented by Scott Sink • Conference Webinars • Specific to conferences only (typically “open to all”) • Co-ordinated by Carol Le. Blanc at IISE • Scheduled 10 weeks in advance • Society & Division Webinars • Flexibility to hold their own • Use whatever format they prefer • HQ launched Webinars – Kathy Gamboa Membership • Limited availability - non conference related

Webinar Guidelines • 10 weeks prior to Webinar • Title, brief description of presentation • Bio of the speaker • Info. to be included in social media posts, on connect etc. • One week prior to webinar • Final Power. Point • Post Webinar • Recording and Power. Point posted on IISE website archive webinar page

You play an important role in the success of IISE! Thanks for investing in your industry! Questions? ?