MPIOC Chapter Business Plan

(1)

MPIOC

2011 – 2012

(2)

Chapter Business Plan

July 2011 – June 2012

This Business Plan Includes the Following Components:

Chapter Vision & Mission

Chapter Dashboard Metrics

Orange County Goals

Budget

Calendar of Activities including Member Communications Calendar

Summary of Programs and Services – Teams

Roster of Board Members

Organization Chart

Vision

Build a rich global meeting industry community

Mission

Make our members successful by building connections to:

Knowledge/Ideas

Relationships

Marketplaces

Strategic Imperatives

Build

a Great Organization - Create a remarkable culture and structure

Evolve

from Association to Global Community - Deploy programs, knowledge platforms and brand architecture to align with vision

Reinvent

Business Relationship with Chapters - Invest in chapters to create channel partnerships around community results

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Executive summary

Meeting Professionals International, Orange County Chapter (MPIOC) is committed to shaping and defining the meetings and events industry in

the Orange County area. Our goal is to establish MPIOC as the premier meeting industry association for the Southern California area. Our

focus is to serve our members and to provide the tools and resources to help them succeed. The enclosed business plan represents MPIOC’s

strategic initiatives for the year that the MPIOC Board of Directors is committed to accomplishing. Through guidance from our Chapter Business

Manager and the support from MPI headquarters, we will be able to effectively meet the business goals set forth.

MPI – Orange County has built a strong foundation to continue building on in the coming year. Our focus will remain on producing senior level

and advanced educational programs to engage those with 8 - 10+ years industry experience. To maintain our educational offerings, we will

continue to collaborate with our Advisory Council, which is comprised of a very tenured group of meeting professionals with various

backgrounds of expertise, including several MPIOC Past Presidents. The Council will meet on a quarterly basis and will consult the Board

throughout the year to ensure that we meet our goals.

In addition, to advanced level education MPIOC is committed to enhancing our student program to engage young professionals who will become

the future of our industry.

Our industry continues to become more technology savvy and there is an increasing number of people using Smartphones and tablets. In an effort to

stay on the cutting edge of technology, while continuing to meet our member’s needs, MPIOC plans to create a mobile website. Providing our

members with an easily navigable mobile website and/or app will allow them to find important information on our website more quickly, creating

a more involved membership and improving retention. It will allow our members to have access to the information that MPIOC delivers at their

finger tips! It will also improve MPIOC’s image as a cutting-edge professional organization with potential members, thereby assisting with recruitment.

Our vision is to maintain a high level of service and quality to our members through continued developments in education, communications and

leadership involvement opportunities.

Current situation

Basic data

Name of Chapter

: Meeting Professionals International (MPI) “Orange County” Chapter

Status

: 501c6 corporation (IRS designation) - Corporation with exempt status in the state of California

Office

: 1405 Warner Avenue, Ste. B, Tustin, CA 92780

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Brief history of the Chapter and Current Status

The MPI “Orange County” Chapter was chartered in 1987 and incorporated in 1990. The Chapter ended last fiscal year with 329 members and

a retention rate of 97%. Our Chapter leadership for the 2011 - 2012 year consists of 19 Board members. 50% of the original Board has

committed to another one year term in the same or in different positions.

Resources

Our Chapter resources consist of funding, communication tools, time/talent of our volunteers, and MPI resources.

Funding

– Total projected budget of $120,460 (income) and $118,001 (expenses), leaving a $2,459 net income earmarked as an

annual reserve

Communication Tools

– Chapter website, e-Blast, Ambassador message and other communication through media outlets

Time and Talent

- The chapter has 50-100 volunteers (including elected Board members and appointed committee members) who,

in total, can devote 7,500-10,000 volunteer hours within the year to support all Chapter programs and services. In addition, the staff

paid Chapter Manager position provides 900 service hours

MPI Resources

– The Chapter will make full use of regional, national and global tools and professional assistance available through

MPI headquarters, other chapters and industry associations, including: MPI Foundation Grants, Chapter Business Summit, One+

Magazine, Chapter Business Manager, Leadership Training Webinars, WEC, MPI HQ Website, Chapter Leadership Tools, etc.

Monitoring and Evaluation Tools:

To ensure that we accomplish our plans and remain committed to our objectives, we will:

Monitor our progress against the new chapter business metrics on a quarterly basis

Review our business plan at each board meeting to ensure progress against our objectives and action items

Review our budget at each board meeting

Perform a chapter needs assessment on an annual basis

Survey of members after each monthly program

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Products and services

Bi-weekly e-blast

Ambassador Message

Member Assistance Program

CMP Scholarship

MPI WEC Scholarship

Student Programs & Scholarships

MPIOC website

Mobile Website Application (to be designed and created this year)

Job Bank

Career Connections & Enhancement Opportunities

4 Advisory Council Strategy Meetings

8 Monthly Educational Programs (6 advanced level programs & 2 all level programs)

1 Full-Day Education Conference

4 Special Events (Summer Social, Holiday Event, Spring Fundraiser, Annual Awards & Installation Event)

1 Southern California Industry Collaboration Summit

Volunteer Reception

New Member and Prospective Member Orientation

Various opportunities to get involved on committees

CMP Study Group Program

Supplier-Host-Planner Program

Awards & Recognition

Equality MPIOC

Community Outreach

Strategic Partner Alliance Program

Advisory Council

Association Manager

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Operating Environment/Market Analyses

The Industry (Economy, Trends)

Industry trends that affect the market include:

Continuing high unemployment rate

Nationwide budget cuts making retention of members difficult

Virtual meetings

Technology

Social Media

Generational Gaps

Procurement Departments playing a larger role

Continued scrutiny of meetings

WHO Alerts

Meeting professionals being spread too thin due to reduction in department size – no time

Travel & Tourism

Increasing airfare and travel expenses

Our chapter is particularly affected by other meeting and event related industry associations that create a competitive marketplace,

including, PCMA, SITE, HSMAI, NBTA, ISES, ASAE, etc.

Increasing supplier membership rates

The Local Industry

MPI – Orange County has felt the effects of the above listed industry trends. Although our industry has seen a slight return this

year, Orange County in particular is still feeling the effects of the troubled economy. We have limited resources in Orange County

which sometimes makes it difficult to secure sponsorships in our local area. Our chapter is particularly affected by other meeting

and event industry associations including SITE-SoCal, HSMAI-OC, PCMA and other local MPI Chapters such as MPISCC and

SDMPI.

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Market Analyses

The Orange County area is saturated with Aerospace, Technology and Tourism. Our goal is to do a county-wide outreach to ensure

that every hotel and every corporation has at least one member or more represented in the MPI Orange County Chapter. In

addition, through our Chapter’s Student Program initiative and support of local college meeting curriculum/programs, we hope to

expand our student membership.

We also plan to reach out to members of other chapters to confirm their affiliate memberships with MPIOC.

Competitor Analyses

PCMA, NBTA, MPISCC, SDMPI, HSMAI-OC, SITE SoCal, to name a few, are all competitors of MPIOC. This effects everything

from our membership, to sponsors and attendance. MPIOC strives to lead the way with collaboration among our local industry

chapters through the 3

rd

Annual Southern California Industry Collaboration Summit, which is scheduled for Tuesday, June 28, 2011.

Open only to board of directors and industry leaders, the Summit is a unique opportunity to connect face-to-face with colleagues and

engage each organization in prospects for true collaboration with other regional groups.

The industry Collaboration Summit has been the driving force behind creation of a Southern California GroupSite and industry

calendar. Partnering with our neighboring chapters will bring new interest to MPIOC by reaching out and tapping into untapped

geographic areas.

Competitive Advantages

MPIOC will set our Chapter apart from some of our competitors through advanced educational offerings, unique networking opportunities and

Career Connection opportunities. The 2011 - 2012 Board of Directors has made a commitment to put these initiatives as a big priority for the

coming year. We have a very specific meeting curriculum, our programs are designed to benefit both senior and entry level planners and our

programs for the coming year will keep us as one of the leading associations in the industry. Through our Needs Assessment survey and other

industry analysis, we have gathered that these are two areas that are often neglected by other associations. Another advantage is that the

MPIOC Board of Directors is comprised of a very tenured group of meeting professionals with diverse backgrounds of expertise. This will be an

asset as we work to provide solutions for all of our members needs.

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Chapter Business Dashboard Metrics

The Chapter measures its success based on four basic dashboard metric criteria as prescribed by MPI. The following is a summary

of the metrics that have been established for 2011 - 2012.

Areas of Criteria

Purpose

Metrics

Measurement

Engagement &

Participation

Measures member participation in Chapter activities

Increase attendance at educational programs - Meet = 2% increase

- Exceed = 4% increase Increase number of volunteers

- Meet = 2% increase - Exceed = 4% increase

Increase planner attendance at all programs - Meet = 2% increase

- Exceed = 4% increase

Increase website visits (user sessions) - Meet = 2% increase

- Exceed = 4% increase

Increase member attendance at networking / social events

- Meet = 2% increase - Exceed = 4% increase

Determine from attendance count at meetings and programs

Membership Satisfaction

Measures overall member satisfaction in networking, education and marketplace

Increase overall satisfaction score - Meet = 2.0% increase (8,54% score) - Exceed = 4.0% increase (8.70% score)

Determine from MPI annual survey

Net Member Growth

Measures member growth

and rebates

Increase net member growth at year-end - Meet = 1% increase (332)

- Exceed = 3.0% increase (339)

Determine from June 30, 2011 count 329 compared with June 30, 2012 count

Financial Management

Measures financial

management

Meet 10% Gross Margin

Meet 10% net income as annual reserve Retain 50% cumulative reserve

Meet 45% Education Investment Ratio

Gross Margin = total revenue less total

expenses divided by total revenue

Education Investment Ratio = income for educational programs + professional development day divided by total Chapter income

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Orange County Dashboard Generator

Data Entry Tables

Orange County

Chapter 2011-12

Goals

Final Actuals 10-11 Meets Expectations (11’ – 12’) Exceeds Expectations (11’ – 12’) Notes

Net Member Growth

329 1% (332) 3% (339) Meet Goal = 2 Points, Exceeds = 4

Points

Membership Satisfaction

8.37% 2% (8.54%) 4% (8.70%) Meet Goal = 1 Point, Exceeds = 2

Points

Engagement/Participation

1. Increase attendance at

educational programs 156 2% (159) 4% (162)

2. Increase planner attendance at

educational programs 63 2% (64) 4% (66)

3. Increase website visits 9,361 2% (9,548) 4% (9,735)

4. Increase volunteers 79 2% (78) 4% (79)

5. Increase number of new members

participating in chapter activities. 29 2% (30) 4% (31)

6. Increase satisfaction of education

programs 90.15% 2% (91.95%) 4% (93.76%)

7. Increase regional/annual program

attendance 248 2% (253) 4% (258)

8. Increase attendance at networking

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Chapter Financial Management Meet Exceeds Meet Goal = 2 Points, Exceeds = 4 Points

Total Revenue Less Total Expenses divided by Total Revenue

2010 - 2011

YTD _{2010 - 2011 Budget} 2011-2012 _Budget _2011-2012

Budget Revenue $107,356.00 $120,460

Budgeted Expenses $98,020.00 $118,001

Gross Margin 8.70% 2.00%

Gross Margin $ Value 9,336.00 $2,459

Education Expenses $17,300.00 $14,390*

Educational Ratio Divide Education Expenses by total

Revenue 16.11% 11.9%*

Educational Ratio must remain at % or higher to be eligible for Gross margin Metric - Educational Ratio

Consists of Content Only

Revenue Expenses Margin

Education

Expenses Education Ratio

2010-2011 Gross Margins Actual $107,356.00 $98,020.00 8.70% $17,300.00 16.11%

2009-2010 Gross Margins Actual $100,165.00 $99,074.00 1.09%

2008-2009 Gross Margins Actual $89,652.00 $99,662.00 -11.17% $18,211.00 20.31%

2007-2008 Groos Marigns Actual $122,351.98 $114,093.99 6.75% $25,399.52 20.76%

2006-2007 Gross Margins Actual $118,085.69 $99,267.38 16.11% $15,543.36 13.16%

**

Insert 2011 – 2012 Budget

* The Chapter anticipates in excess of $40,000 in contributed educational content expenses for the year. Combined with actual

expenditures, the estimated amount allocated is estimated to meet or exceed the 45% gross margin metric.

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Orange County Chapter

Respondents

Number of respondents: 99 Response rate: 33% % planners: 39% % suppliers: 61% Average years with MPI: 8.3

Chapter Involvement

n=60 Rank in Region

Global Rank

Average number of events attended: 4.9 13 / 46 15 / 68 % attending at least one event: 92% 8 / 46 10 / 68

Satisfaction

High 8-10 Medium 5-7 Low 1-4 2011 Avg 2010 Avg Rank in

Region Global Rank Overall Satisfaction: 77.55% 16.33% 6.12% 8.37 7.66 7 / 46 8 / 69 Networking Opportunities: 74.74% 17.89% 7.37% 8.25 7.62 11 / 46 13 / 69 Education Opportunities: 71.58% 26.32% 2.11% 8.25 7.14 11 / 46 12 / 69 Education Content: 71.58% 25.26% 3.16% 8.19 6.97 10 / 46 10 / 69 Marketplace Opportunities: 68.09% 28.72% 3.19% 8.12 7.25 5 / 46 5 / 69 Chapter Communications: 81.82% 14.14% 4.04% 8.58 8.32 10 / 46 10 / 69 Volunteer Opportunities: 78.95% 17.89% 3.16% 8.57 8.46 5 / 46 6 / 69 Scheduled Program Times: 80.41% 14.43% 5.15% 8.37 8.24 9 / 46 11 / 69 Scheduled Program Locations: 82.65% 13.27% 4.08% 8.53 8.14 7 / 46 9 / 69

Chapter Leadership: 80.61% 16.33% 3.06% 8.70 8.38 9 / 46 10 / 69

Top Third of Group Middle Third of Group Bottom Third of Group

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MPI - Orange County - Calendar of Activities

2011 - 2012

Color Key

Board Meetings & Events

Board Bi-Weekly Conference Calls Member - Education Programs & Special

Programs

Member - Outreach & Other Programs

Coordinating

Month/Date Program Team(s) Venue

May 11, 2011

2010 - 2011 BOD Mtg

(Attendance not Required)

All Teams Hyatt Newport Beach

May 31, 2011

BOD – Executive Board Meeting

Administration GSE Office

June 1, 2011

Annual Installation Event

Finance

Communications

Center Club Costa Mesa

June 10, 2011

BOD – All Board Retreat

All Teams

Doubletree Irvine Spectrum

June, 2011

CMP Study Group Boot Camp

Education

June 28, 2011

Industry Summit

Luncheon to introduce key

players/organizations - collaboration for

industry leaders

President, PE & Past President

(13)

July 1, 2011

Annual Launch

"BOD Message & Calendar"

eBlast

Ambassador Program

All Teams Communications Membership

July 11, 2011

BOD Conference Call

All Teams Call-in: 4:30pm - 5:00pm

July 20, 2011

BOD Meeting

All Teams GSE Office

July 23 - 27, 2011

WEC – Support

Orlando, FL

Administration None

July, 2011

Community Outreach Program

Communications

August 1, 2011

BOD Conference Call

August 10, 2011

Summer Social Event

“Networking at K1 Speed Race"

Social "Fresh Start" Networking Event

Finance/Special Events K1 - Speed Way

August 15, 2011

BOD Conference Call

August 29, 2011

BOD Conference Call

August, 2011

eBlast

Communications

August, 2011

Ambassador Outreach

Membership

August, 2011

CMP Study Group

Education

September 7, 2011

Monthly Meeting

"Topic TBD"

Education Hotel TBD

September 12, 2011

BOD Conference Call

September 14, 2011

BOD Meeting

All Teams GSE

(14)

September, 2011

Community Program

Working Wardrobes

Communications ?

September, 2011

eBlast

Communications None

September, 2011

Ambassador Outreach

Membership None

September 15 - 17, 2011

Chapter Business Summit

MPI - Dallas

President, PE & VP Education

Dallas

October 5, 2011

Monthly Meeting

"Topic TBD"

(Speaker TBD)

October 10, 2011

BOD Conference Call

October 19, 2011

Monthly Meeting

All Level Education

*(Speaker TBD) - Possible Webinar

October 24, 2011

BOD Conference Call

October, 2011

eBlast

October, 2011

Ambassador Outreach

Membership None

November 2, 2011

Monthly Meeting

"Topic TBD"

(Speaker TBD)

November 7, 2011

BOD Conference Call

November 16, 2011

BOD Meeting

November 19, 2011

Career Con

Leadership Team Pasadena Convention Center

November 21, 2011

BOD Conference Call

November, 2011

Community Program

Thanksgiving Food Drive

(15)

November, 2011

eBlast

November, 2011

Ambassador Outreach

Membership None

Dec 1, 5, 7, 2011

Special Event - Holiday Party - Silent

Auction

"TBD"

Community Program - Toys 4 Tots?

Finance - Special Events Battle of the Dance - TBD

December 5, 2011

BOD Conference Call

December 19, 2011

BOD Conference Call

December, 2011

eBlast

December, 2011

Ambassador Outreach

Membership None

January 2, 2012

BOD Conference Call

January 11, 2012

Monthly Meeting

"Topic TBD"

(Speaker TBD)

January 16, 2012

BOD Conference Call

January 20, 2012

BOD – All Board Mid-Year Retreat

All Teams Hotel TBD

January 30, 2012

BOD Conference Call

January, 2012

eBlast

January, 2012

Ambassador Outreach

Membership None

February 1, 2012

Monthly Meeting

"Networking Related Topic"

(Speaker TBD)

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February 27, 2012

BOD Conference Call

February, 2012

eBlast

February, 2012

Ambassador Outreach

Membership None

March 5, 2012

BOD Conference Call

March 7, 2012

Special Event - Spring Fundraiser

"TBD"

Fundraising Event

Finance House of Blues - TBD

March 19, 2012

BOD Conference Call

March 21, 2012

Monthly Meeting

All Level Education

(Speaker TBD)

March 28, 2012

BOD Meeting

March, 2012

eBlast

March, 2012

Ambassador Outreach

Membership None

April 2, 2012

BOD Conference Call

April 4, 2012

Monthly Meeting

"Topic TBD"

(Speaker TBD)

April 16, 2012

BOD Conference Call

April 19/20

Volunteer Reception

Leadership & Finance Mastros - TBD

April 30, 2012

BOD Conference Call

April, 2012

eBlast

(17)

May, 2012

eBlast

May, 2012

Ambassador Outreach

Membership None

May 4, 2012

Education Conference & Showcase

"TBD"

Education Hilton Anaheim - TBD

May 14, 2012

BOD Conference Call

May 16, 2012

BOD Meeting

June 4, 2012

BOD Conference Call

June 6, 2012

Installation & Awards Event

"TBD"

Finance Location TBD

June 18, 2012

BOD Conference Call

June, 2012

eBlast

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Calendar of Activities

COMMUNICATION TEAM

2011 - 2012

Updated – 05-23-11- DRAFT

BOD Meetings & Events

Member – Education Programs & Special Events

Eblast

Postcard

Events/News

Month/Date Program Spotlight To Feature Misc.

July 1, 2011

Annual Launch

eBlast

Robyn Mietkiewicz, CMP Immediate Past President Promote Summer Social Event Promote Industry Summit New Board Calendar of Events

Community Program - Backpacks & School Supply Drive

July 1, 2011

Postcard Mail

July 13, 2011

Copy Due for Email Blast

July 18, 2011

eBlast

Promote Summer

Social Event Promote Industry Summit

Community Program - Backpacks & School Supply Drive

July 20, 2011

BOD Meeting

All Teams GSE None

July 27, 2011

August 1, 2011

eBlast

Promote Summer

Social Event

Recap Community Program - Backpacks & School Supplies

August 1, 2011

Postcard Mail

(19)

August 10, 2011

Summer Social Event

“Networking at K1 Speed Race"

Social "Fresh Start" Networking Event

Finance K1 - Speed Way ? Venue – TBD Industry - None Supplier -

August 15, 2011

eBlast

Promote Monthly

Meeting

ReCap the Summer Social Event

WEC ReCap

Industry Summit ReCap

August 24, 2011

August 29, 2011

eBlast

Promote Monthly

Meeting

Promote Community Program - Working Wardrobes

August 31, 2011

September 1, 2011

Postcard Mail

September 5, 2011

eBlast

Promote the Monthly

Meeting

ReCap the Monthly Meeting Promote Community Program - Working Wardrobes

September 7, 2011

Monthly Meeting

"Topic TBD"

Education Hotel TBD Venue – TBD

Industry - Supplier -

September 14, 2011

BOD Meeting

All Teams GSE None

September 19, 2011

eBlast

Promote Community Program -

Working Wardrobes

September 28, 2011

October 1, 2011

Postcard Mail

October 3, 2011

eBlast

ReCap Community Program -

Working Wardrobes October 5, 2011

Monthly Meeting

"Topic TBD"

(Speaker TBD)

October 12, 2011

October 17, 2011

eBlast

Promote the Monthly

Meeting

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October 19, 2011

Monthly Meeting

All Level Education

(Speaker TBD) - Possible Webinar

October 26, 2011

October 31, 2011

eBlast

Promote Thanksgiving Drive

November 1, 2011

Postcard Mail

November 2, 2011

Monthly Meeting

"Topic TBD"

(Speaker TBD)

November 9, 2011

Copy Due for Email Blast

November 14, 2011

eBlast

Promote the Monthly

Meeting

ReCap the Monthly Meeting Promote Thanksgiving Drive

November 16, 2011

BOD Meeting

All Teams GSE None

November 19, 2011

Career Con

Leadership Team Pasadena Convention

Center

Venue – Industry - Supplier -

November 23, 2011

Copy Due for Email Blast

November 28, 2011

eBlast

ReCap Thanksgiving Drive

December 1, 2011

Postcard Mail

Dec 1, 5, 7, 2011

Special Event - Holiday Party

"TBD"

Community Program - Toys 4 Tots?

Finance ? Venue –

December 7, 2011

December 12, 2011

eBlast

Promote the Monthly

Meeting

ReCap the Special Event

December 21, 2011

Copy Due for Email Blast

December 27, 2011

eBlast

Promote the Monthly

Meeting

January 1, 2012

Postcard Mail

January 4, 2012

January 9, 2012

eBlast

Promote the Monthly

Meeting

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January 11, 2012

Monthly Meeting

"

Speed Networking"

Education ? Venue –

January 18, 2012

January 20, 2012

BOD Meeting

All Teams GSE None

January 23, 2012

eBlast

Promote the Monthly

Meeting

ReCap the Speed Networking

February 1, 2012

Postcard Mail

February 1, 2012

Monthly Meeting

"Topic TBD"

Education Hotel TBD Venue –

February 1, 2012

February 6, 2012

eBlast

February 15, 2012

February 20, 2012

eBlast

Promote the Monthly

Meeting

ReCap the Monthly Meeting

February 29, 2012

March 1, 2012

Postcard Mail

March 5, 2012

eBlast

Promote the Monthly

Meeting

ReCap the Special Event

March 7, 2012

Special Event - Spring Fundraiser

"TBD"

Fundraising Event

Finance Location TBD Venue –

March 14, 2012

Copy Due for Email Blast

March 19, 2012

eBlast

Promote the Monthly

Meeting

March 21, 2012

Monthly Meeting

All Level Education

(Speaker TBD)

March 28, 2012

BOD Meeting

All Teams GSE None

March 28, 2012

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April 2, 2012

eBlast

Promote the Monthly Meeting

April 4, 2012

Monthly Meeting

"Topic TBD"

April 11, 2012

Copy Due for Email Blast

April 16, 2012

eBlast

Promote the Ed Con ReCap the Monthly Meeting

April 25, 2012

April 30, 2012

eBlast

Promote the Ed Con

May 1, 2012

Postcard Mail

May 4, 2012

Education Conference & Showcase

"TBD"

Education Location TBD Venue – Industry - Supplier -

May 9, 2012

May 14, 2012

eBlast

Promote the

Installation Event

ReCap the Ed Con

May 16, 2012

BOD Meeting

All Teams GSE None

May 23, 2012

May 28, 2012

eBlast

Promote the

Installation Event

June 1, 2012

Postcard Mail

June 6, 2012

Installation & Awards Event

"TBD"

Finance Location TBD Venue –

June 6, 2012

Copy Due for Email Blast

June 11, 2012

eBlast

June 20, 2012

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Summary of Programs and Services

Team -

Administration

Programs

Leaders & Volunteers

Action Plan

Details

Team Leadership Cheryl Rivas, President

Ananda Ybarra, President-Elect Mike Lasher, Chapter Manager

Direct team programs EC telecons (bi-weekly) Frequent team meetings Chapter Leadership

Lead Board of Directors; represent and promote Chapter with MPI and other industry organizations

Cheryl Rivas, President

Ananda Ybarra, President-Elect

Board meetings

EC telecons (bi-weekly) Management meetings Attend organization meetings MPI annual conferences Management Guidance & Review

Direct and review management services

Ananda Ybarra, President-Elect Mike Lasher, Chapter Manager

Meetings with Chapter Manager

Mid-year performance review Annual performance review Chapter Business Plan

Lead preparation of annual plan for 2011 - 2012

Cheryl Rivas, President Ananda Ybarras, President-Elect EC retreat Board retreat MPI Metrics Complete plan – 6/30/11 Metrics/Chapter goals - 7/1/11 Team work plans

Budget Board Nomination Process

Lead the process to select new board for 2012 - 2013

Robyn Mietkiewicz, Immediate Past President

Manage nomination process Facilitate nomination

committee

January, 2012– nominations open

March, 2012 – Vote Board Group Site

Manage the internet MPIOC Group Site

Ananda Ybarra, President-Elect Manage and update site BOD Training

Chapter Policies & Procedures Recommend and guide revisions for Board approval

Ananda Ybarra, President-Elect Recommend and facilitate Board approval for revisions

December, 2011 – completed review and revisions

Chapter Performance Reporting Monthly report to represent Chapter performance and accomplishments

Cheryl Rivas, President Robyn Mietkiewicz, President-Elect

Mike Lasher, Chapter Manager

Prepare standard report format

Prepare monthly reports Industry Summit

Meeting of industry representatives to introduce and discuss

collaboration and industry issues

Ananda Ybarra, President-Elect

Develop Prospectus Coordinate program MPI follow-up Media outreach

Date: June 28, 2011 – Hilton Long Beach

SoCal Collaboration Group Site Meeting of industry representatives

Ananda Ybarra, President-Elect Manage website

Encourage members to

MPIOC to maintain SoCal Group Site

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to share information and collaborate engage in the effort MPI Foundation Liaison & Grant

Application

Represent MPIOC with the Foundation

Ananda Ybarra, President-Elect Coordinate potential Foundation activities and information

Coordinate grant program

President-Elect serves as Liaison to the MPI Foundation

Chapter Business Plan

Lead preparation of annual plan for 2012 - 2013

Ananda Ybarra, President-Elect Develop plan EC retreat Board retreat MPI Metrics Complete plan – 6/30/12 Metrics/Chapter goals – 7/1/12

Team work plans Budget

(25)

Team -

Finance

Programs Leaders & Volunteers Action Plan Details

Team Leadership

Lead and mentor directors and committee chairs assigned to this team

Jo Timmering, VP Finance Direct team programs EC telecons (bi-weekly) Frequent team meetings

Goals/Metrics

Mailing to 329 MPIOC members to promote

sponsorship opportunities by July 30, 2011

Obtain 8 new volunteers for assistance of programs Exceed $2000 on SPA benefits

SPA – Strategic Partnership Alliance Manage SPA Program (emphasis on convention centers, CVBs,

authorities, hotels and venues, suppliers)

Debb Duff, Director Strategic Partnership Alliance

TBD, Co-Chair – CVBs and convention centers

TBD, Chair – Hotels and Venues

Develop Program Plan Solicitations – Director and Chairs

Contract approval - Director Benefit fulfillment – Chapter Manager

Benefit review – Director and Chairs

Volunteer & Sponsor Reception Event to recognize sponsors in the Strategic Partnership Alliance Program

Debb Duff, Director SPA (advise/ collaborate with Terri Schaefer, Director of

Recognition)

Consult and advise Coordinate sponsor participation

Date – TBD (April 2012) Location - TBD

Financial Reporting

Monthly financial reporting and annual review of finances (audit and taxes)

Ananda Ybarra, President-Elect Jo Timmering, VP Finance

Prepare monthly reports – Management

Review monthly reports – Leaders

Coordinate annual audit – Chapter Manager

Review annual audit - Leaders

Special Event – Summer Social Event to engage members in networking opportunity and to kick-off new Board year

Natalie Good, Director Special Events

Develop Prospectus Coordinate program Direct chair and volunteers

August 10, 2011 Location –K1 Racing

Special Event – Holiday Social Event to engage members in

networking opportunity and holiday festivities

Natalie Good, Director Special Events

TBD, Chair

December, 2011 Location - TBD

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Special Events – Spring Fundraising Event to engage members in

networking opportunity and to raise funds to support Chapter programs

Natalie Good, Director Special Events

TBD, Chair - Program TBD, Chair - Fundraising

March 7, 2012 Location - TBD

Special Events – Installation Event Event to present annual awards and induct new Board members

Ananda Ybarra, President-Elect Natalie Good, Director Special Events

TBD, Chair

June 6, 2012 Location - TBD

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Team –

Leadership Development

Programs Leaders & Volunteers Action Plan Details

Team Leadership

Rachel Bishop, VP Leadership Development

Direct team programs EC telecons (bi-weekly) Frequent team meetings

Goals/Metrics

Award 12 Leadership Awards (Shining Star) by June 30, 2012

Recognize one (1) member per month for being a member (anniversaries) Recognize 5, 10, 15 years of membership each month Increase nominations for Shining Stars 3% by June 30, 2012.

Promote volunteer needs at 8 monthly meetings.

Sign up 20 new volunteers by June 30, 2012 Establish two (2) CareerConnection opportunitiesfor our members by June 30, 2012 Tasks/Plan

Shining star recommendation cards on the tables at

monthly meetings.

Offer at least 3 Team Building activities at monthly meetings throughout the year.

Formulate a program for referrals by September 1, 2011

Monthly Recognition Program Recognition of volunteers, members and Chapter partners at meetings and special events

Terri Schaefer, Director Recognition

TBD, Chair

Establish criteria and selection processes for awards

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Coordinate monthly spotlight presentation (audio-visual experience)

Annual Recognition Program

Recognition of volunteers, members and Chapter partners at the annual installation event

Terri Schaefer, Director Recognition

TBD, Chair

Establish criteria and selection processes for awards

Coordinate presentation Coordinate selection process

June 6, 2012 Location – TBD

Volunteer & Sponsor Reception Event to recognize Chapter volunteers and sponsors in the Strategic Partnership Alliance Program

Kellie Hanselman, Director Professional Development Debb Duff, Director SPA (advise/collaborate)

Develop Prospectus Coordinate program Direct chair and volunteers Send out bi-monthly volunteer needs

Add volunteer opportunities on MPIOC website by August 1, 2011

Date – TBD (April 2012) Location – TBD

Advisory Council Program Engage former MPIOC officers, senior-level members and other industry executives to mentor and engage on important Chapter issues

Ann Charoensudjai, Director Advisory Council

Develop program action plan Plan program

Monitor criteria for membership is met

Solicit and recommend new members

Coordinate efforts to engage members

Gain 80% at each quarterly meeting

Add 25% new members to the council

Establish a personal &

professional relationship with the council members

Advisory Council Beginning of the Year Event to plan the year & introduce new members

Ann Charoensudjai, Director Advisory Council

Chair: Chris Riccardi

Date – July 13, 2011

Location –Anaheim Marriott Advisory Council Spring Gathering

Event to focus Council on key Chapter issues and selection of annual awards

Ann Charoensudjai, Director Advisory Council

Chair: Chris Riccardi

Date – TBD Location – TBD

Volunteer Recruitment Cultivate, train and motivate volunteers to perform committee

Kellie Hanselman, Director Professional Development TBD, Chair – Recruitment

Develop program action plan Coordinate program

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work and future Board positions TBD, Chair - Training Direct chair and volunteers Scholarship Program

Award scholarships to MPI conferences and leadership development opportunities

Terri Schaefer, Director Recognition

TBD, Chair

Develop program action plan Coordinate program

Direct chair and volunteers

WEC scholarship – registration

CareerConnections Rachel Bishop, VP Leadership

Development

Establish Career Connection Opportunities for our

members.

Monthly Meetings & Edcon

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Team -

Membership

Programs Leaders & Volunteers Action Plan Details& Timeline

Team Leadership

Peggy Lamberton, VP Membership

Goals/Metrics

Assist ____suppliers with membership renewals Assist ___planners with membership renewals Speak at 4 local universities to get student involvement. Enroll at least 10 new student members this year.

Retention Program

Comprehensive program to retain and encourage membership renewal

Gina McQuade, Director Member Care

TBD – Co-Chair TBD – Co-Chair

Direct chair and volunteers

Coordinate with MPI HQ retention campaign

Ambassador Program

Outreach to existing members to engage in Chapter activities

Peggy Lamberton, VP Membership

Direct chair and volunteers Contact each new member with a phone call

Monthly outreach

Membership Assistance Program (supplier and planners)

Grants for existing members (and new members) to support

membership fees

TBD - Chair

Recommend new guidelines for grant amount and criteria

Member Assessment Survey

Annual survey of members to assess performance of Chapter offerings and objectives

TBD - Chair

Develop program action plan Develop survey tool

Coordinate survey

Target date – Spring, 2012

Recruitment Program

Comprehensive program to recruit new members

Vicki McGurn, Director Recruitment TBD – Chair TBD – Volunteer TBD – Volunteer TBD – Volunteer TBD – Volunteer

Direct chair and volunteers

Update membership list Non-member orientation Non-member e-Blast

Student Program

Outreach to students for membership and volunteerism.

Vicki McGurn, Director Recruitment

TBD – Chair

Student Road Show (educational institutions)

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Outreach to faculty Direct chair and volunteers Refer students to leadership team for volunteerism New Member Orientation

Sessions to orient new

members/prospective members with Chapter information and participation recommendations

TBD - Chair

Develop program action plan Add details to monthly meeting prospectus

New member meeting/buddy with senior member

Member Prospect Orientation Brief gatherings prior to monthly meetings, special events and other Chapter programs to inform prospects of MPIOC benefits

Vicki McGurn, Director Recruitment

TBD – Chair

Develop program action plan Add details to monthly meeting and special event prospectus

Target 30 minutes prior to meetings and events Offer complimentary guest pass to meetings and events

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Team -

Education

Programs Leaders & Volunteers Action Plan Details

Team Leadership

Julie Powers, VP Education Direct team programs EC Telecons (bi-weekly) Frequent team meetings

See metrics..for goals

Develop online CMP program by June 30, 2012

Reach into untapped markets, universities, etc to bring new people to MPIOC monthly meetings.

Monthly Meeting - September Laura Rangel, Director Monthly Programs

TBD, Chair

Develop prospectus Coordinate program Direct chair and volunteers

September 7, 2011

Location – Anaheim Marriott Monthly Meeting - October

Educational meeting for members

Laura Rangel, Director Monthly Programs

TBD, Chair

October 5, 2011 Location - TBD Monthly Meeting - October

Educational meeting for members *All Level or Webinar

TBD, Chair

October 19, 2011 Location - TBD Monthly Meeting - November

Laura Rangel, Director Monthly Programs

TBD, Chair

November 2, 2011 Location - TBD Monthly Meeting - January

TBD, Chair

January 11, 2012 Location - TBD Monthly Meeting - February

TBD, Chair

February 1, 2012 Location - TBD Monthly Meeting - March

Educational meeting for members *All Level

Laura Rangel, Director Monthly Programs

TBD, Chair

March 21, 2012 Location - TBD Monthly Meeting - April

TBD, Chair

April 4, 2012 Location - TBD Education Conference & Showcase

Annual one-day educational conference and showcase

(tradeshow or vendor component)

Deanne Figueras, Director Special Programs

TBD, Chair – Education/Program

Develop prospectus Coordinate program Direct chair and volunteers Increase planner attendance

May 4, 2012 Location – TBD

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TBD, Chair – Promotion TBD, Chair – Showcase TBD, Chair – Reception TBD, Chair – Logistics

by 25%

Increase overall value of the event and cost ratio from 48% to 75%

Increase supplier ROI from 75% - 80%

CMP/CMM Study Group

Series of study group sessions and course study to assist members in preparing to take the CMP and CMM exams

Julie Powers, VP Education TBD, Chair (CMP)

TBD, Chair (CMM)

Direct chair and volunteers

Summer-Fall Study Group, 2011 Location - TBD

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Team -

Communications

Programs Leaders & Volunteers Action Plan Details Team Leadership

Katie Webb, VP Communications

Goals Metrics

Send bi-monthly eblasts to members

Create a fully functional mobile app by June 30, 2012 Add one (1) new community outreach program by June 30, 2012

Details

Collaborate with other industry associations to cross promote events. Website Coordination

Manage Chapter website to insure information is current, timely and accessible to members and others

Teresa Karcher, Director Publications

TBD, Chair

Direct chair and volunteers

Add photos of our members to our website

eBlast Coordination

Manage eBlast “In the News” to members with upcoming events and programs

TBD, Chair

Bi-weekly

Postcard Coordination

Manage production and distribution of postcard to members informing of upcoming meetings and events

TBD, Chair

Monthly

Advertising opportunity

Community Support Coordination Manages community outreach programs for Chapter

Melinda Jarrell, Director Public Relations

TBD, Committee Chair

Working Wardrobes Holiday Toy Drive Information Outreach Coordination

Manage information outreach program for Chapter (media and government relations)

Melinda Jarrell, Director Public Relations

TBD, Committee Chair

Direct chair and volunteer Increase exposure in the community through PR

Press releases Media advertising

Goal: Make an effort to create greater awareness of community outreach programs.

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Social Media Coordination Manage social networking sites created for Chapter

Teresa Karcher, Director Publications

TBD, Chair

Direct chair and volunteers Create a mobile application to make our website mobile friendly.

Development of applications to be used on Smart phones.

Twitter Linked In Facebook Mobile apps

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2011 - 2012 BOARD OF DIRECTORS

Name MPIOC Board

Position

Company Name

Title Address Phone Cell Fax Email

Cheryl Rivas, CMP

President Meeting Sites

Resource Senior Manager, Accounts & Marketing Communication 18022 Cowan, Ste 230, Irvine CA 92614 (949) 250-7483 ext. 310 (909) 731-8258 (949) 250-4105 [email protected]

Ananda Ybarra

President-Elect House of Blues Senior Sales Manager 1530 South Disneyland Drive Anaheim, CA 92802 (714) 520-2384 (949) 295-5164 (714) 490-0784 [email protected] Robyn Mietkiewicz, CMP Immediate Past President Meeting Sites Resource Director, Accounts & Global Meeting Management Services 18022 Cowan, Ste 230, Irvine CA 92614 (949) 250-7483 ext. 300 (714) 580-8786 (949) 250-4105 [email protected]

Jo Timmering VP Finance Western

Growers Association Assistant to the VP of Member Relations/Meeti ngs 17620 Fitch Street Irvine, CA 92614 (949) 885-2268 (949) 690-6057 (949) 809-6268 [email protected] Peggy Lamberton, CMP VP Membership MIND Research Institute Senior Development Officer, Events 814 Parkcenter Drive, Unit 36 Santa Ana, CA 92705 NA 949-300-0850 NA [email protected] Julie Powers, CMP

VP Education HelmsBriscoe Manager, Global

Accounts 22061 Robin Street Lake Forest, CA 92630 949 235-5069 949 235-5069 949- 266-8626 [email protected]

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Katie Webb VP Communicati ons Maxvantage Meeting Manager 5140 Box Canyon Court, Unit A, Yorba Linda, CA 92887 714-694-0844 714-348-6804 714- 984-8482 Katie.webb@maxvantagemeetings. com

Rachel Bishop VP Leadership

Development

Access Destination

Services

Sales Manager 7 Bendix, Suite

A Irvine CA 92618 949-454-2111 949-795-5053 949- 454-9815 [email protected] Debb Childs, CMP Director, Strategic Alliance

Freeman Sales Manager 901 E. South

Street Anaheim, CA 92805-5347 (714) 254-3510 (714) 448-2350 (714) 254-8539 [email protected]

Natalie Good Director,

Special Events

A Good Affair, Wedding &

Event Planning

Owner P.O. Box 6590,

Orange CA 92863 714-679-1139 714-915-3315 NA [email protected]

Terri Schaefer Director,

Recognition

Fleur de lys Events, LLC

Vice President 30211 Anenida

de las Banderas Ste 200, RSM CA 92688 949 292-8474 NA NA [email protected]

Ann Charoensudjai Director,

Advisory Council Hilton Anaheim Senior Sales Manager 777 Convention Way, Anaheim, CA 92802 (714) 740-4230 714-981-0411 (714) 740-4252 [email protected]

Kellie Hanselman Director,

Professional Development Embassy Suites Temecula Valley Wine Country

Director of Sales _{29345 Rancho}

California Rd. Temecula, CA 92591 951-308-6426 515-865-5077 951- 676-9268 [email protected]

Gina McQuade Director,

Member Care Anaheim / Orange County CVB Meeting & Convention Sales Director 800 West Katella Avenue P.O. Box 4270 Anaheim, CA (714) 765-8839 NA (714) 991-8963 [email protected]

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92803

Vicki McGurn Director,

Recruitment Meeting Sites Resource Vice President, Global Meetings & Exhibit Management 2082 Business Center Drive, Ste. 172 Irvine, CA 92612 (949) 250-7483 ext. 325 949-300-8437 949- 250-4105 [email protected]

Laura Rangel Director,

Monthly Programs

Student Student 5662 Casa Loma

Avenue, Yorba Linda CA 92886

714 402-3636

NA NA [email protected]

Deanne Figueras Director,

Special Programs California and Nevada Credit Union League Acting Project Manager, Credit Union Development NA 909-212-6025 NA NA [email protected]

Teresa Karcher Director,

Publications

Jay’s Catering Event Specialist 10581 Garden

Grove Blvd, Garden Grove, CA 92843 714-823-4007 949-735-6171 714- 823-4078 [email protected]

[email protected]

*Melinda Jarrell Director,

Public Relations

Tower Jazz Corporate

Marketing 4321 Jamboree Road, Newport Beach, 92660 949-435-8181 949-338-2747 949- 435-8757 [email protected]

Judy Webster MPI Chapter

Business Manager MPI International NA NA (972) 702-3028 NA NA [email protected]

Mike Lasher Chapter

Manager Gayle Stewart Enterprises MPIOC Chapter Manager 1405 Warner Avenue, Suite B Tustin, CA 92780 NA (714) 356-2944 (714) 258-8391 [email protected]

Gayle Stewart Chapter

Manager Gayle Stewart Enterprises Owner/Presiden t 1405 Warner Avenue, Suite B Tustin, CA 92780 (714) 258-1674 NA (714) 258-8391 [email protected]

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Darlene Quinn Chapter Manager Gayle Stewart Enterprises NA 1405 Warner Avenue, Suite B Tustin, CA 92780 (714) 258-1674 NA (714) 258-8391 [email protected]

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MPI Orange County Chapter

Organization Chart

2011 - 2012 Chapter Board

Executive Committee - President, President Elect, Immediate Past President and all Vice Presidents Chapter Board - President, President Elect, Immediate Past President, all Vice Presidents and all Directors

Advisory Council

Immed Past President

Robyn Mietkiewicz, CMP Inducted Members President Cheryl Rivas, CMP & President Elect Ananda Ybarra Management Company Mike Lasher VP Finance Jo Timmering Financial Planning, Budgeting & Reporting

Strategic Partnership Alliance Chapter Fundraising &

Special Events Advertising Opportunities

VP

Leadership Development

Rachel Bishop

Volunteer Recruitment & Training Scholarship Program Awards & Recognition

Volunteer & Sponsor Reception Advisory Council VP Membership Peggy Lamberton, CMP Recruitment Program Retention Program Ambassador Program Membership Assistance Needs Assessment Survey

Student Program New Member/Member Prospect Orientation VP Education Julie Powers, CMP Monthly Meetings Education Conference CMP/CMM Study Group VP Communications Katie Webb Website eBlast Postcard Social Networking Public Relations Information Outreach Community Support

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Director Strategic Partnership Alliance Debb Duff Director Special Events Natalie Good Director Professional Development Kellie Hanselman Director Recognition Terri Schaefer Director Advisory Council Ann Charoensudjai Director Member Care Gina McQuade Director Recruitment Vicki McGurn Director Monthly Programs Laura Rangel Director Special Programs Deanne Figueras Director Publications Teresa Karcher Director Public Relations Melinda Jarrell

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Organization Chart

2010-2011 Chapter Board

Administration

Finance

President Cheryl Rivas, CMP President-Elect Ananda Ybarra

Immediate Past President Robyn Mietkiewicz, CMP VP Finance Jo Timmering Chapter Leadership Management Guidance &

Review Chapter Business Plan Board Nomination Process

Board Group Site Chapter Performance Reporting

Industry Summit MPI Foundation Liaison

Board Meeting Agenda Monthly Reporting

Chapter Metrics Budget Tracking Policies & Procedures

Chapter By-Laws Chapter Grant Process

Director

Strategic Partnership Alliance Debb Duff SPA Sponsors (venues, CVBs, suppliers) Sponsor Recruitment Sponsor Benefits Director Special Events Natalie Good Summer Event (Social Networking) Holiday Event (Social Networking) Spring Event (Fundraiser) Installation Event

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Chair Positions CVB Sponsors __________________ Venue Sponsors __________________ Supplier Sponsors __________________ Benefit Support __________________ Chair Positions Summer Event _________________ Holiday Event _________________ Spring Event _________________ Installation Event _________________

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MPI Orange County Chapter

Organization Chart

2010-2011 Chapter Board

Membership

Communications

VP Membership Peggy Lamberton VP Communicatio