Leadership Technology Conference

2011

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Operations I

Divisions & Institutes

“Purpose and Principles”

Bill Bees Al Ortega beesw@asme.org

aortega@villanova.edu

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The presenters would like to acknowledge the contributions of:

Ty BookerVince DillworthBobby GrimesMindy GrinnanMike IrelandJack Whitehead

A heart felt Thank You.

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Session Objectives

• Explain the purpose of technical divisions and institutes within the mission of the ASME

• Identify the “customers” and how we add value to them

• Convey the organization and position of technical divisions and institutes within ASME

• Explain the responsibilities of the Executive Committees

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Session Outline

During this session, we will discuss the following

• Our purpose and the ASME mission

• Who are our “customers?”

• Who do we serve?

• Where we exist?

• Division or Institute Executive Committee Primary Duties

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Our purpose with respect to the ASME mission

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The ASME Mission is “Complex” …

• Promote the art, science, and practice of mechanical engineering

• Encourage original research

• Foster engineering education

• Advance engineering standards

• Promote information exchange

• Broaden usefulness of engineering

• Promote ethical practice

How do you and your Division/Institute fit into the ASMEMission?

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Purpose of Operating Units

• Meet the needs of ASME

• Meet the needs of members

• Promote the technical society

• Infuse the ASME with new members

• Draw new members into the ASME

• Provide Professional Development for all members

How Does Your Division/Institute Contribute to the ASME Mission?

• How/where do you fit in?

• What is “your” purpose?

• Who are your “customers”

• What is your plan?

• What is your role?

• What are your metrics for success?

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Plan For Success

Have you set:

• Goals?

• Developed a 5 to10 year strategic plan?

• Used best practices in Leadership training program?

• Employed other unit’s best practices?

• Considered joint-conferences?

• Used ASME resources?

How is Success Defined?

• Increase in Primary & Secondary members• Conferences• Honors and Awards• Newsletters• Knowledge Development• Knowledge Transfer• Leadership Development• Engagement of Members

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What defines success for your Division/Institute?

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Who are our “customers?”

Serving the Interests of Our Members

• Technical knowledge• Enthusiastic volunteers• Information exchange thru

- technical communities- journals- conferences- publications

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Technical Divisions Are ASME’s Knowledge Base …

We maintain this base by:

• Sponsorship/Organization of Technical Conferences

• Participation in Congress of Divisions

• Sponsorship of Technical Journals

• Participation in Cross-Divisional Activities.

• Provide opportunities for Continuing Education

• Participation in Codes & Standards

• Provide Tutorials at Conferences or Meetings

Operations …: LTC 201016

Technical Divisions Provide For Disemination of Technical

Knowledge …• Global Communities and Student sections

• Papers and Journals

• Honors and Awards

• New products and services

• Developments in new technologies

• Codes & Standards

• Make Better Engineers and Employees Out of ASME

Members

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Where do we fit within the ASME organization?

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ASME Has a Number of Main Activities …

Technical Units

• Technical Communities

• 2 Technical Institutes

Membership• Local sections

• Student sections

• Technical chapters

Codes and Standards

Education

Government Relations

Where are we in the ASME organizational structure?

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We Fill A Key Role In ASME …

Knowledge & Community Sector• 33 Technical

Divisions organized in Groups

• 10 Districts• Affinity

Communities

Institutes Sector

• IGTI (a large division)

• IPTI (a group containing 3 divisions)

• Other

Centers Sector

• Education• Training• Diversity• Prof.

Ethics• Other

Standards & Certification Sector

Strategy & Outreach Sector

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Technical Groups• Divisions are organized into Groups

– Groups support divisions thru guidance / support:• Publications• Conferences• Honors & Awards etc.

– Divisions have one or two representatives on the Group Operating Board (TCOB), in addition to two members at large.

• The Technical Group Leader is your means of communicating with the ASME organization as a whole.

• The Technical Group Leader and the Group Operating Board communicate ASME policies and practices to you– Reviews division performance– Approves division bylaws and leadership appointments

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• Technical Communities Operating Board

– TGL Basic Engineering

– TGL Energy Conversion

– TGL Engineering & Technology Management

– TGL Environment and Transportation

– TGL Manufacturing

– TGL Pressure Technology

– TGL Systems and Design

TCOB Structure

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Groups Report to the Technical Communities Operating Board (TCOB)

• Your Group Leader is your representative on the TCOB

• The Congress Steering, Publications and Conferences

Committees are under the TCOB

• The TCOB has several committees that interact with

Groups and Divisions

• Group infrastructure reflects TCOB structure

• Group Members-at-Large are resources for Divisions

Knowledge and CommunitiesSector Board of Directors(SVP, Chair) Tom Libertiny

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Mindy GrinnanVice President

Mike Molnar, Chair - Board on Division

Support

Technical Groups

Russ Skocypec, Chair – Board on Technical

Knowledge Dissemination

Dick Jacobsen, Chair - Board on Research &

Technology Development

Shiv Kapoor, Chair Committee on Pubs

and Communications

Urmila Ghia, Chair Congress Steering

Committee

Hamid Hamidzadeh, Chair, Committee on Conference Planning

Hornsen Tzou, Chair Interdisciplinary

Councils

Chinh Bui, Chair – Committee on

Strategic Planning

OpenCommittee on Inter-

Unit Service

Alfonso Ortega, Chair Committee on Division

Ops & Training

Jian Cao, Chair Committee on Admin

and Finance

Krish Gupta, Chair Committee on Honors

Alan Moghissi, Leader Environment &

Transportation Group

Mike Molnar, Leader Manufacturing Group

Pete Prassinos, Leader Engr & Tech Management Group

Artin Dermenjian, Leader - Pressure Technology Group

S. Somasundaram Leader - Energy

Conversion Group

Joe Beaman, Leader Systems & Design

Group

Russ Skocypec, Leader Basic

Engineering Group

Center for Research & Technology

Development

Joe Beaman, Chair Technology Policy

Committee

Emerging Technology Committee

Technology & Policy Task Forces

Henry Scarton, Chair Calvin Rice Committee

Mohammad AhmedECLIPSE

Krishna C. GuptaNominating Committee

Ken Kok, ChairEnergy Committee

Steven UnikewiczEnergy Committee

Steven UnikewiczEnergy Committee

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Primary Duties of theExecutive Committees

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The Executive Committee - Three Main Responsibilities

1. Maintain the health of the technical committees

2. Develop a large pool of trained volunteers

3. Run a financially sound divisions/institutes

What are your responsibilities as an Executive Committee Member?

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Division / Institute Leader

• Serves membership and constituents

• Operates in a fiscally sound manner

• Recruits new leaders

• Reports to membership and ASME

• Recruits and Develops New Leaders

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Divisions Serve Membership and Broader Technical Community

All Divisions are not homogeneous, but

nearly all have some common aspects

• Organized around a technical topic

• Provide dissemination of technical info

– Conferences, Journals, Workshops, Tutorials

• Serve membership and colleagues

– Information - Division Newsletters

– Recognize membership - Honors and Awards

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• Logistical aspects of conferences: Conference approval forms, business plans and budgets, locations, dates, coordination with stakeholders, report results

• Logistical aspects of journals: budget, appointment of editors, approval of associate editors

• Maintain By-Laws and Operating Guides

• Manage Custodial Accounts

• Administer honors and awards

• Support Government Relations

• Support new initiatives

Business Elements to Address …

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How to MaintainHealthy Technical Committees …

• Monitor activities, leadership, and activities

• Train Leadership and maintain officer succession

• Provide resources

• Recruit Executive Committee leadership from technical

committees

• Initiate new technical committees and “sunset” others as

appropriate

• Encourage collaboration with other technical communities

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Elements to Build a Pool ofTrained Volunteers …

• Apprenticeships

• Assignments for exposure and growth

• Maintain Operating Guides

• Scheduled training

• Business planning retreats

• Frequent communications

• Peer review participation

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The Most Important Element of Training is Apprenticeship and Succession

Potential Succession of Executive Committee Member

Administrative Committees

Technical Committees

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PVP Organization                            

POSITION 04-05 05-06 06-07 07-08 08-09 09-10 10-11 11-12 12-13 13-14 14-1515-16

16-17

17-18

Senate President Pres Step 3 Yr 8

Senate Historian VC&H Step 4 Yr 7

Division Chair C Step 3 Yr 6

Division Vice-Chair VC Step 2 Yr 5

Honors Chair 4 year Training Period

Communication Chair Newly Elected EC Step 1 Yr 1

Programs Chair Years 2-3-4

Professional Dev. Chair

Membership Chair

International Chair

The Most Important Element of Training is Apprenticeship and Succession

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Shadowing – Apprenticing – Training

• Copy on all relevant correspondence

• Invite to participate in teleconferences

• Invite to attend meetings

– Social, business, planning

• Serve as Officers on Technical Committees

• Serve on Administrative Committees

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Apply Good Practices

Methods:

• Training and workshops at conferences

• Recognize efforts of supporters

• Develop Technical Chapters (as applicable)• Requires personnel in an area

• Provide training for EC at retreats

• Promote the family concept at all levels

Leader’s “Stay-out-of-Jail” Advice

• Operate within Society processes & guidelines

• Conference organization requires approval via CA-1 or CA-2 forms

• ALWAYS seek ASME guidance for contracts and financial commitments

• NEVER sign contracts or make financial commitments

• Complete Division Annual Report and Plan

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Summary of Key Points

We should have an understanding of: • The goals and mission of your Division

and ASME• Your “customers” and member’s needs• Where we fit into ASME• Your primary duties as an Executive

Committee Member

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More Opportunities for You at LTC

1:30-2:20 and 2:25-3:15 today– Ethics– Communications– ASME Resources– 101 Leadership Path

3:30-5:30 today – Products & Services Basics– Finances (Divisions/Institutes)

8:00-10:00 tomorrow– Operations II “How To’s”

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Thank You!Remember:

The technical divisions and institutes provide great opportunities for YOU to make a difference to ASME and

its members.

Questions?