CPA/CBAR Best Practices

Joint District Meeting – August 8, 2015Sue Franks, CFPIM, CSCP

Southwest District Standards

What is CPA and CBAR?

CPA: Channel Partner Agreement (Required)CBAR: Chapter Benchmarking and Reporting (Optional)

Excellence In:Membership EducationPrograms FinanceMarketing and Sales CommunityRecognition

Expected Outcomes for C-BAR Participants

• Easy identification of opportunities for growth • Ability to promote challenges • Access to a great administrative tool • Demonstrated benefits of continuous improvement • Identification of meaningful metrics and

measurements • Recognition / shared achievements, accomplishments

and innovations

CPA Document Requirement Review

• Member Survey• BOD Meeting Minutes• CPA Letter of Compliance• CPA Letter of Assertion – Financial Responsibiity

CBAR (Optional) Documentation Requirements

• Marketing Plan• APICS Certifications on Chapter Website• Planned vs Actual Budget and Year End Report• Strategic Plan• Chapter Metrics• Narrative & Innovations Document

Best Practices Identified in Past Years

Teleconferencing for board meetings Anaheim worked with California Department of

Unemployment so participants can use unemployment benefits for classes (retraining)

Tucson and San Diego use CPA/CBAR to focus BOD activities LA developed an online interest tracking tool SGV piloted a 6 session workshop on critical CPIM concepts as

an orientation course to gain participation

What Are Your Best Practices?

Thank You!

Sue Franks, CFPIM, CSCPSouthwest District Standards

s.franks@Comcast.net