The document provides a strategic plan for the Greater Charleston Chapter 430 of SME (Society of Manufacturing Engineers) for 2013 and 2014. The plan includes the mission, vision, goals and specific action items. The mission is to acquire and distribute manufacturing knowledge to members and the community. The vision is to be the premier source of manufacturing knowledge, education and networking in the region. The goals are to provide knowledge, education and increase participation. The plan lists specific action items, timelines, responsibilities and status updates to work towards achieving the goals. It also outlines long-term goals such as obtaining awards and increasing sponsorship.

1. Send completed form to membership@sme.org.
SME Chapters & Tech Groups Best Practices
5Ws and HOW!
Please check a submission category:
Fundraising Member Unit Technical Programs
Member Recruitment/Retention K-College Activities
Member Unit Management Member Communications
Miscellaneous
What: Success Story:
Developed a comprehensive strategic plan considering the
manufacturing opportunities in the area to achieve long-term
goals, mission and vision through specific measurable action-
orientated short term goals.
Practice to Follow: Considering the current involvement, activities
and finances of the chapter, the manufacturing opportunities in
the area and developing a mission and vision statement with all
members is crucial to creating a comprehensive strategic plan that
will help the chapter achieve its mission and vision.
When: Success Story:
Developed the comprehensive plan in 2013 and refreshed it in
2014.
Practice to Follow:
The team needs to sit together to decide the mission, vision and
the long term goals initially for the committee to develop the
strategic plan. The crucial activity to stay on top of the strategic
plan, continuously monitor the performance of the chapter per
quarter with the board members to see where we stand against
the specific measurable short term goals which will help the
chapter reach long-term goals.
Where: Success Story:
Monthly board meeting of the Greater Charleston Chapter 430.
Practice to Follow:
It is good practice to ensure that all the events and activities that
the chapter does lines up with the specific short term goals, which
will in turn line up with long-term goals and hence the mission and
vision. Anytime any activity or event is planned in the monthly
board meetings, the team thinks about how this lines up against
our overall goals.
Why: Success Story:
To become the premier source for manufacturing knowledge,
education and networking in the Greater Charleston, South
Carolina region.
Practice to Follow:
When planning any event/workshop/seminar always ask the
question how this event will help the chapter become the premier
source of manufacturing knowledge, education and networking in
the greater Charleston area.
Who: Success Story:
Dick Tiano - Chapter Chair
John Oldham - Chair-Elect
Kevin Beers - Treasurer
Naren Sooriyaprabha - Strategic Planning Committee Chairman
Practice to Follow:
The strategic plan and the goals must be something the entire
team desires and shares so always get participation from the

2. Send completed form to membership@sme.org.
entire team while developing and executing the strategic plan.
HOW: Success Story:
Team involvement in establishing strategy and executing plans is
important. Understanding headquarters award system is a must.
Because we developed a strategic plan, continued updating the
plan and following the plan the chapter showed continued
improvement. Chapter 430 was a Bronze awardee in 2011, a
Silver awardee in 2012 and a Platinum awardee in 2013.
Practice to Follow:
Plan long term in establishing goals for the organization and ensure
the whole team is involved in creating targets; this will help the
team in implementing all the specific short term goals.
Links and
Documents:
Strategy -v2.pptx Strategic Plan
2013.docx
Strategic Plan
2014.docx
Chapter overall
2012_2013_2014 Scor
Suggestions for
improvement:
i) Always ask for support if you need clarifications regarding
the current status of manufacturing in the geographical
area. There might be a lot of available resources available.
ii) Analyze current involvement of the chapter members by
looking at data of the participants by type of events.
iii) Work closely with the treasurer and review budgets to see
the financial standings of the chapter to develop long-term,
sustainable financial goals.
Big Ah Ha Moment? When the team looked at the overall manufacturing opportunities
in the area and tied it back to the specific mission and vision
statement, it was eye opening to see where we needed to
prioritize resources and what the opportunities for improvement
were.
Once prioritization was done, and we started reviewing our
chapter’s specific goals with that of the organization’s
(Headquarters’) goal, our scores improved, and we have been
recognized as a platinum chapter.
Communities), Tech
Group(s) & Chapter(s) Greater Charleston Chapter 430
Non-SME Partnering
Groups N/A
Notes:
Prepared by : Narendran Sooriyaprabha
Position : Strategic Planning Chairman
Date : 09/13/2014
Contact information : tsnarendran@yahoo.com
Chapter Chairman : Dick Tiano
tiano@scra.org
843-509-6010

3. Naren S

4. Membership
Funds
Sponsorship
Certification
Core Brand Image
Facility
Tours
Seminars/
Workshop
Networking
Community Involvement
Fun Events

5. Events
Membership
Brand Image
Sponsorship

6. S.No Categories Direct/Indirect
1 Membership Direct
2 Certification Direct
3 Facility tours Direct
4 Seminars/Workshop Direct
5 Networking Direct
6 Community Involvement Direct
7 Fun events Direct
8 Funds Indirect
9 Sponsorship Indirect
10 Brand Image Indirect
11 Core Indirect

7. Weight Score Events Brand Image Core Sponsorship
Output
Categories 8 9 10 7
Membership 9 9 9 9 306
Facility tours 9 9 9 9 306
Seminars/Workshop 9 9 9 9 306
Community Involvement 1 9 6 9 212
Certification 3 9 9 1 202
Networking 3 6 6 6 180
Fun events 3 6 1 9 151

8.  Create a brochure of “ What is in it for me” for members
Role Benefit
Students Opportunity to determine field
Operators and Associates Understanding more technical stuff
Technicians Opportunity to understand and gain contacts to move up the ladder
People job hunting Opportunity to meet with people who may have jobs
Manufacturing Engineers Opportunity to network and learn about other companies and benchmark
“Make it easier for the customer to buy”

9. List of companies
in the area
Members exist in
the company
Work with the members to
send company wide e-mail
Work with members and
their management to offer
incentives to join
Members do not
exist in the
company
Work with members to get contact
in that company and then their
management to offer incentives to
join
 Determine list of companies available in the area
 Determine list of companies that have SME members

10.  Perform a survey of desired companies to tour from existing members
• Create a top choice list from resulting survey
• Work with the specific plant management to create an annual or bi-annual plan for the
company
 Create a list of companies that allow tours
• Work with management to create a tour schedule at least 3 months in advance
 List these companies in the “What is in it for me” for new members
 With the company tour list and members list work with sponsors
• Targeted marketing for products and services
• Sponsor to add new members from the company to SME
• Sponsor food

11. List of all possible
seminars, workshop
and technical
activities
Get a contact list of companies with
new products that shall be launched
targeting manufacturing engineers
ex: Solid Works, Pro E, AutoCAD
Perform a quick survey to determines
specific topics of interest for
workshop/seminar
Determine free seminars/workshops that
can be organized for target audience

12. With the list of all available seminars/ workshop ;the board needs to prioritize
based on the balance triangle ( Membership, Sponsorship, Brand Image)
Type of
Seminar/
Workshop
External agency induced Member requested
Free seminars/
workshops
Sponsorship
Have the external agency
pay us money to host this.
Try to add our sponsors to
have banners/pay for food
Have our sponsors put up
banners/pay for food
Have our sponsors put
up banners/pay for
food
SME role
Get commitment from
specified number of
members to promise the
external agency.
Have the requested
members confirm (get a fee
for confirmation which will
then be repaid on attending)
Co-ordinate event and
improve brand image

13.  Brainstorm and create a list of events that SME can support that
aligns with our core and brand image.
 Prioritize and select events based on balance triangle
 Work with the sponsors to pay for the event/banners/food or
donate money
• Most companies have a budget for community involvement which we can
channel through us for such activities.
• Organizations such as Trident United Way have events for children that are
technical- we can partner with them to improve the brand image.

14.  Increasing the number of members automatically increases the
probability of certification
 Increased certification helps us gain members, improved brand
image as well as better visibility within SME

15.  All events, seminars, workshops, community involvement and
fun events help network.
 For dinner/meet up events try roping in sponsors for
banner/food/ sponsor the whole event

16.  Plan fun events such as golf tournament, bowling
 Try roping in sponsors for the whole event/specific days/sections as
desired in order to maximize benefits
 Convert fun events as fund risers

17. • Once the list of events, seminars, workshops and members
are tentatively available create a brochure to be distributed to
sponsors.
• Create levels of sponsors
Type Benefits Cost
Yearly
Can have banners in all events, tours, workshops, fun events etc.
Can send a monthly newsletter if wanted. Logo can be put up in
the website at a prominent location
$50,000
Platinum
Banner in 10 events per year but not in community involvement.
Website will have name listed
$30,000
Gold Banner in 5 events per year but not in community involvement. $15,000
Event specific Can sponsor food/specific event Varies
Need to work with sponsorship and marketing chair to fine tune it. Cost can be negotiated

18. Discussion

19. SME Greater Charleston Chapter 430 Strategic Plan 2013
- Naren
Mission Statement
The mission of SME Greater Charleston Chapter 430 is to acquire and distribute quality manufacturing
knowledge among its members as well as the broader community resulting in increased interest and
improved manufacturing skill base in the area
Vision Statement
Gain recognition as the premier source for manufacturing knowledge, education and networking in the
Greater Charleston, South Carolina region
Goal 1: Knowledge
Advertise opportunities of professional development in general and specific communications avenues
Goal 2: Education
Develop a student committee to foster a strong link with Chapter 430 and gain undergraduate
participation in the chapter.
Goal 3: Participation
Actively engage people and companies to encourage early participation with the chapter (Creating 2014
events in 2013 – based on inputs from members)
# Action Completion Timeline Person responsible Category Status
1
Continue collaborating with other
professional organizations
2013 Dick Tiano B Green
2
Tie up with STEM committees at schools
in the Charleston area
Q2 – 2013 Dick Tiano/Naren S C,D Green
3
Market SME at high school and colleges
through brochures and stalls at STEM
events
Q3 – 2013 Kevin Beers/Dick Tiano A,B,C,D
Yellow( SME
chapter not
yet
established
)
4
Create a brochure with all events in 2014
and send it to the companies in the area
Q3-2013 Kevin Beers/Events? B
Red(No plan
for 2014
yet)
# Action Completion Timeline Person responsible Category Status
1
Launch student committee at Trident Tech
/ Citadel Q4 – 2013 John B,C,D
Red(Not
launched
yet)
# Action Completion Timeline Person responsible Category Status
1
Create list of companies in the area
Q2 -2013 Dick Tiano B
Yellow(Dick
working on
it)
2
Launch golf and bowling tournaments
Q2/Q3-2013 Names?? A,B
Yellow(Golf
extremely
successful
bowling not
yet
launched)
3
Determine members and contacts in all
companies
Q2/Q3-2013 Board and all members B,C
Yellow(Not
fully done)
4
Create survey to get inputs on interests in
tours, workshops and seminars both to
Q3 – 2013 Kevin Beers B
Red( Survey
not yet

20. SME Greater Charleston Chapter 430 Strategic Plan 2013
- Naren
Goal 4: Brand
Communicate more effectively to co-workers the benefits of participating in SME
Goal 5: Knowledge Delivery
Learn tips from Local chapters such as ASME or ASQ to encourage and maintain participation
(Shadow/Attend Meetings) – Category B (Status: Green – continuous benchmarking
being done)
Goal 6: Obtain Silver Award
Achieve two of the following:
• Communication to members and the community through passive (up-to-date website or social
media page) and active means (email blasts, bulletins, phone calls) – maintain website, create social
media presence through Facebook, LinkedIn and Twitter (James Zhang) - Q3-2013 – Category
B(Green)
• Merit, such as submitting a best practice and net membership numbers – Best practice for strategic
plan - (Naren S ) - Q2 -2013 – Category D (Green Submitted for website already)
• Professional development, which includes not simply the number and quality of meetings held by
the chapter, but how leaders are developed to continue the work of the chapter (Yellow- work
being done but process needs to be established)
• Advancement of manufacturing, including interaction with other chapters and community outreach
(Green)
Long-Term Goals
• Gain a local Company’s Director/Executive as a chapter member – Category C (Red - No
plan in place)
members and companies in the area sent)
5
Talk to all companies to increase
membership after creating brochure
Q4-2013(during
membership drive; after
event list for 2014
finalized)
Events chair B,C
Yellow(Bein
g done ad
hoc no
process in
place)
6
Based on inputs of surveys create schedule
for 2014 while working with companies Q4-2013 (before
membership drive)
Kevin/Events chair? B,C
Red( Survey
not sent so
this task
not done)
# Action Completion Timeline Person responsible Category Status
1
Work with companies in the area for
community involvement from a technical
perspective
Q4 – 2013 Dick Tiano? C
Yellow
(Work done
on ad hoc
basis no
specific
plan)
2
Work with companies for creating
sponsorship and levels for 2014
Q4-2013 (after event
calendar for 2014 is
created)
Kevin/Events chair? B,C
Red
(Other than
golf no
other
sponsorship
avenues
determined)

21. SME Greater Charleston Chapter 430 Strategic Plan 2013
- Naren
• Designate a focus to attend various national meetings and conferences and report
information back to the chapter – Category A,B (Green)
• Participate in local community volunteering opportunities – 2013- 2014 – Category C (Yellow –
Being done ad hoc)
• Create a strong sponsorship base for SME – Category B (Red – No plan in place)
• Assist a chapter member publish a technical paper – Category D (Red – No work being
done)
• Achieve Gold Award then Platinum the following year (Green – On track towards
platinum chapter)
Committee Follow-up:
• A chapter member is participating with the Citadel Mechanical Engineering program as a board
member to assist creating the school’s syllabus for the new engineering program
• Work with committees to create links with co-workers through social networks
Appendix:
Legend for alphabets
A
Professional development, which includes not simply the number and quality of
meetings held by the chapter, but how leaders are developed to continue the work
of the chapter
B
Communication to members and the community through passive (up-to-date
website or social media page) and active means (email blasts, bulletins, phone
calls)
C
Advancement of manufacturing, including interaction with other chapters and
community outreach
D
Exceptional Merit, such as submitting a best practice and net membership
numbers

22. SME Greater Charleston Chapter 430 Strategic Plan 2014
Mission Statement
Gain recognition as the premier source for manufacturing knowledge, education and networking in
the Greater Charleston, South Carolina region. We intend to be the primary conduit for bridging
the knowledge gap and desire among Charleston area youth for fulfilling careers in manufacturing.
Vision Statement
To acquire and distribute quality manufacturing knowledge among its members as well as the
broader community resulting in increased interest and improved manufacturing skill base in the
area. We also desire to support our Charleston area youth in their knowledge and awareness of
manufacturing as a viable career option.
Goal 1: Knowledge
Advertise opportunities of professional development in general and specific communications
avenues
Goal 2: Education
Develop a student committee to foster a strong link with Chapter 430 and gain undergraduate
participation in the chapter.
Goal 3: Participation
Actively engage people and companies to encourage early participation with the chapter
(Creating 2014 events in 2013 – based on inputs from members)
# Action Completion Timeline Person responsible
1
Continue collaborating with other
professional organizations
2014 Dick Tiano
2
Tie up with STEM committees at schools
in the Charleston area
Q3 – 2014 Dick Tiano/Naren S
3
Market SME at high school and colleges
through brochures and stalls at STEM
events
Q4 – 2014 Kevin Beers/Dick Tiano
4
Create a brochure with all events in 2015
and send it to the companies in the area
Q4-2014 Nate Andrews/Dick Tiano
# Action Completion Timeline Person responsible
1
Support and grow the student chapter at
Clemson University
On-going Tiano
2 Start a student chapter at USC and Citadel Q4-2014 Tiano
# Action Completion Timeline Person responsible
1 Create list of companies in the area Q3 -2014 John Oldham
2 Launch golf event Q2-2014 Kevin Beers
3
Determine members and contacts in all
companies
Q2/Q3-2014 Board and all members
4
Create survey to get inputs on interests in
tours, workshops and seminars both to
members and companies in the area
Q3 – 2014 Kevin Beers
5
Talk to all companies to increase
membership after creating brochure
Q4-2014(during membership drive;
after event list for 2015 finalized)
Nate Andrews

23. SME Greater Charleston Chapter 430 Strategic Plan 2014
Goal 4: Brand
Communicate more effectively to co-workers the benefits of participating in SME
Goal 5: Knowledge Delivery
Learn tips from Local chapters such as ASME or ASQ to encourage and maintain participation
(Shadow/Attend Meetings)
Goal 6: Obtain at least Gold Award
Achieve three of the following:
• Communication to members and the community through passive (up-to-date website or
social media page) and active means (email blasts, bulletins, phone calls) – maintain
website, create social media presence through Facebook, LinkedIn and Twitter (James
Zhang) - Q3-2014
• Merit, such as submitting a best practice and net membership numbers – Best practice for
strategic plan - (Naren S ) – Q3 -2014
• Professional development, which includes not simply the number and quality of meetings
held by the chapter, but how leaders are developed to continue the work of the chapter – Q4-
2014
• Advancement of manufacturing, including interaction with other chapters and community
outreach – Q4-2014
Long-Term Goals
• Gain a local Company’s Director/Executive as a chapter member
• Designate a focus to attend various national meetings and conferences and report
information back to the chapter
• Participate in local community volunteering opportunities – 2014- 2015
• Create a strong sponsorship base for SME
• Assist a chapter member publish a technical paper
• Maintain Gold or Platinum Award status.
Committee Follow-up:
• Maintain a position at the Charleston Joint Engineers Counsel (CEJC)
• Work with committees to create links with co-workers through social networks
6
Based on inputs of surveys create schedule
for 2015 while working with companies
Q4-2014 (before membership drive) John Oldham
# Action Completion Timeline Person responsible
1
Work with companies in the area for
community involvement from a technical
perspective
Q4 – 2014 Dick Tiano
2
Work with companies for creating
sponsorship and levels for 2015
Q4-2014 (after event calendar for
2015 is created)
Board Members

24. C430
AWARD STATUS 2012
Professional Development Award
8 events or more
L43 x 23 10
Does the Member Unit conduct Leadership
Development/Mentoring?
H60
x
Yes - On a constant basis within the
team
Yes - On a constant basis within the
team
Was the Member Unit represented at the
Leadership Series?
H61
x
Yes we sent one person to the
leadership conference in Dearborn, MI
Yes we sent one person to the
leadership conference in Atlanta, GA
Has the Member Unit developed a list of potential
leaders or a succession plan?
H63
x
We continue to develop new leaders
and in 2014 we will move committee
chairs to board positions
We continue to develop new leaders
and in 2014 we will move committee
chairs to board positions
Communications Award
Does the Member Unit use social networking
sites? (ex: Facebook) H51
x Yes - Website and Linked In
Yes - Website, Linked In and plan to add
twitter
Does the Member Unit collaborate with other
Member Units? H52
x Yes - Chapters 327, 107, 61 & 38 Yes Chapters 43, 107, 61
Does the Member Unit use Webinars as a
communication tool?
H54
no
We held a members meeting via a
webinar to communicate our 2014
event calendar
Yes - will list the web meetings for the
year
8 or more unique communications sent
H56 =>8 x Yes - 45 unique communications Yes - 25 unique communications
Advancement of Manufacturing Award
Joint with other Organizations J43 = > 1 x Yes - ASME, AWS, ASQ, & SWE Yes - ASME, AWS, ASQ, CEJC & SWE
Joint w/SME Technical Community Network (TCN)
K43 = > 1
x
Yes - Material & Removal Community
and Plastics, Composites & Coatings
Community
Yes
1. PLC Programming Introduction presented by the
Automated Manufacturing & Assembly Community
2. Integration of Injection Molding Simulation for
Optimizing & Troubleshooting Plastic Parts presented by
the Plastics, Composites & Coatings Community
Have Member Unit activities been promoted in
local media? (ex: newspaper) H96
x Yes Post & Couirer and Moultrie News Yes Post & Couirer and Moultrie News
Has the Member Unit supported community
events? H97
x
Yes - Laing STEM Day, FLL District
competition and FLL State competition
Yes - FLL District competition. Boeing
Engineering Week and ASQ Annual
Conference
2013 Score Status
2013 Score Status
2013 Score Status
2014 Status as of August
2014 Status as of August
2014 Status as of August

25. Exceptional Merit
Does the Member Unit have a Vision Statement? H15
x Yes Yes
Does the Member Unit have a Mission Statement? H16
x Yes Yes
Does the Member Unit have a Strategic Plan? H17 x Yes Yes
Does the Member Unit use Webinars as a
communication tool?
H54
no We have completed 2 training webinars
Yes 1.
Webinar on 3DPDF Work Instructions by ProStep
Has Member Unit submitted a Best Practice? H98 x Yes - 2 we have 3 in process
Minimum Funding
This comes from
the Master File
NGR = >
80% 122% Calculated by HQ Calculated by HQ
2013 Score Status 2014 Status as of August