IFMA GV San Diego 2006

2006 IFMA Annual MeetingCall To Order and Opening CommentsSan Diego Convention CenterSaturday, October 7, 2006: 

2006 IFMA Annual Meeting Call To Order and Opening Comments San Diego Convention Center Saturday, October 7, 2006 Teena G. Shouse, CFM Chairman of the Board

2005 IFMA Annual Meeting Minutes: 

2005 IFMA Annual Meeting Minutes Linda Pate Motion for Approval?

Slide3: 

Thank You

2005 – 2006 Fiscal Year Financial Report: 

2005 – 2006 Fiscal Year Financial Report John McGee Second Vice Chair

Results2005 – 2006 Fiscal Year: 

Results 2005 – 2006 Fiscal Year Gross Revenue $9,000,000 Direct expenses of $3,700,000 Indirect operational expenses of $4,700,000 Other income of $135,000 Profit of $575,000

Cash Flow: 

Cash Flow Increase of $225,000

Reserve Funds: 

Reserve Funds Investment balances increased by $600,000

Audit Committee: 

Audit Committee Richard B. Cooper, CFM, IFMA Fellow – Chair Lanny I. Felder, CFM, JD, IFMA Fellow John McGee Sandra S. Oliver, CFM

Annual Audit: 

Annual Audit Year ending 30 June 2006 Audit firm engaged by and reports to Audit Committee Blazek & Vetterling LLP Approval by the IFMA Board of Directors

Budget2006 – 2007 Fiscal Year: 

Budget 2006 – 2007 Fiscal Year Gross revenue of $9,900,000 Direct expenses of $4,400,000 Indirect operational expenses of $5,500,000 Other expense of $100,000 Loss of $90,000

Summary: 

Summary

Motion for Approval?: 

Motion for Approval?

Thank you: 

Thank you

State of the Association Report: 

State of the Association Report Teena G. Shouse, CFM Gary P. Broersma, CFM David J. Brady Linda Beverly, CAE

Membership AccomplishmentsWhat a Year!: 

Membership Accomplishments What a Year! 18,300 members in 60 countries 6% net growth Favorable when benchmarked with similar organizations in our industry MGI Venture Program 1,500 new members generated in 18 months

Recalibrations in Member’s Choice: 

Recalibrations in Member’s Choice Chapter membership required of new members Member’s Choice continues on renewals Staff follow-up e-mails Survey with results logged in database Chapter reports on Member’s Choice Web site Customized membership applications Formation of member acquisition task force Messages on target? Appropriate data sources? Prospect profile? Partial shift in funding to local acquisition efforts

Chapter SupportNow Better Than Ever!: 

Chapter Support Now Better Than Ever! Best practice sharing Chapter leader listservs Monthly hot topic teleconferences/Webinars Strategic planning Facts and Figures

Your Chapter Liaisons: 

Your Chapter Liaisons Andrea Flucas Tawa Busari Kenzie Harris Amy Campbell, Chapter Resource Manager Barbara Zlatnik, Assoc. Director Member Resources

Council SupportFocus on Execution of the Plan: 

Council Support Focus on Execution of the Plan IFMA Council Strategic Plan Board of Directors Approval January 2006

Mission Statement: 

Mission Statement To provide a forum to share knowledge, expertise, and resources to support and advance industry and interest specific facility professionals

Vision Statement: 

Vision Statement IFMA Councils will be the comprehensive network of facility related interest and industry specific knowledge and resource sharing

2006 – 2007 Council Actions: 

2006 – 2007 Council Actions Upgrade of communications resources/listservs 2007 Industry Forum Research/benchmarking World Workplace Industry and Interest track Web site management assistance Non – IFMA member participation Increased staffing

Council Membership Growth: 

Council Membership Growth July 2004 September 2005 September 2006 3,000 7,500 9,400

Your Council Liaisons: 

Your Council Liaisons Melissa Hyde Jeannie Nguyen Leslie Scantlebury, Council Resource Manager

Professional Development(An IFMA Core Competency): 

Professional Development (An IFMA Core Competency) Focus on career-long learning Updated core competency courses Business of FM an overwhelming success Web-based and audio programs Leadership Institute Initial foray into executive education

CredentialingIFMA’s Crown Jewel: 

Credentialing IFMA’s Crown Jewel CFM Competency-based credential Global recognition 3,521 designees in 30 countries Forthcoming revision of examination FMP Knowledge-based credential Introduced two years ago 85 designees in 5 countries 227 designees registered and in progress

Career Services from Professional Development: 

Career Services from Professional Development IFMA Career Center in Booth 2015 CareerZone in Room 23 ABC Career counseling 15 career workshops Monday & Tuesday Tools and resources to advance your career Recruiters Aramark – Career Center sponsor CH2M Hill Facilities Services Genentech Linc Facility Services Jones Lang LaSalle Target

Recognized ProgramsKey to the Future Success of the Profession: 

Recognized Programs Key to the Future Success of the Profession Emphasis on a major expansion of these programs Degree programs Baccalaureate Masters Certificate programs Universities Community Colleges Approved Providers Educational entities in for-profit and not-for-profit arena

Global InitiativesUnderstanding the Complexities of FM : 

Global Initiatives Understanding the Complexities of FM European Working Group Survey findings compiled Professional Development Research/benchmarking Networking Asian Working Group Initial survey completed Developing clarity related to diversity of FM International Global Development meeting Tuesday at 2:00 p.m. in Room 30 CDE Peoples Republic of China

Global FMLeadership in the Advancement of the Profession: 

Global FM Leadership in the Advancement of the Profession Global federation of member-centric organizations IFMA British Institute of Facilities Management Facility Management Association of Australia Incorporated as Belgian non-profit association July 2006

Global FMFocus for the Future: 

Global FM Focus for the Future Advancement of the profession Further knowledge and understanding of FM Best practice sharing Collaboration between FM organizations Support geographic areas seeking FM www.globalfm.org

Global FMJoin Us For More Information: 

Global FM Join Us For More Information 4.12 Worldwide Leadership in Facility Management Monday at 4:00 p.m. Room 30 AB Matt Dawson – IFMA Steve Gladwin – FMA Stan Mitchell - BIFM

2007 European Facility Management ConferenceA Collaborative Educational Experience: 

2007 European Facility Management Conference A Collaborative Educational Experience Zurich Swiss Federal Institute of Technology 26 and 27 June In partnership with: EuroFM Switzerland Chapter of IFMA Maintenance & FM Society of Switzerland University of Applied Science Waedenswil Swiss Federal Institute of Technology

Collaborative OpportunitiesResponding to Changes in the Scope of FM Responsibilities: 

Collaborative Opportunities Responding to Changes in the Scope of FM Responsibilities World Workplace 2006 Building Owners and Managers Association Society of American Military Engineers American Society of Interior Design International Interior Design Association American Institute of Architects Alliance for Sustainable Built Environments British Institute of Facilities Management Facility Management Association of Australia

Collaborative OpportunitiesResponding to Changes in theScope of FM Responsibilities: 

Collaborative Opportunities Responding to Changes in the Scope of FM Responsibilities BIFM and FMA Partners in Excellence Agreements American Society of Interior Design FutureWork Research Forum Society of American Military Engineers Memorandum of Understanding 2007 FM Public Sector Forum BOMA Conference collaboration Space Measurement Standards

Sustainability InitiativesA Commitment to Education and Awareness: 

Sustainability Initiatives A Commitment to Education and Awareness Enhanced focus on sustainability now reality ASBE relationship Forbo Flooring Johnson Controls Johnson Diversey Milliken Carpet Owens Corning Phillips Lighting U. S. Gypsum

Sustainability Initiatives: 

Sustainability Initiatives World Workplace Sustainability track GreenZone on Exposition floor Sustainability software tools IFMA Foundation LEED-EB study

Executive Forum 2010Enhanced Clarity with our Industry Partners: 

Executive Forum 2010 Enhanced Clarity with our Industry Partners Consisted of executives representing companies with diverse range of products and services Strong vested interest in success of our members Initial meeting in August/follow up this week

Executive Forum 2010What We Learned: 

Executive Forum 2010 What We Learned IFMA’s image among industry partners Our strengths Our weaknesses Industry partners value proposition to FM professionals What IFMA can do to assist in achievement of their objectives How we can move forward in the future

Industry Forum 2010Recommendations: 

Industry Forum 2010 Recommendations Thought leadership forum on key strategic issues Comprehensive communication plan with industry partners Creation of a knowledge audit Continuation of the Forum

Knowledge Management Working GroupDelivering Knowledge When and Where you Need It: 

Knowledge Management Working Group Delivering Knowledge When and Where you Need It Resource connecting people to knowledge about the workplace Will initially utilize four different sources IFMA headquarters database IFMA Chapters and Councils General business community Public sector agencies and bureaus Facilitated Focus Group in May Strategic Plan under development

Government RelationsInfluencing Public Policy to Benefit the FM Community: 

Government Relations Influencing Public Policy to Benefit the FM Community Focused on promoting significance of FM Public policy makers and regulatory agencies 2006 Public Policy Forum Collaboration with Federal Facilities Council Hosted by Congressman Pete Session Presentations by: General Accountability Office United States State Department General Services Administration Department of Defense Department of Interior Federal Facilities Council IFMA

Government RelationsAdvocacy Efforts: 

Government Relations Advocacy Efforts Extension of Terrorism Risk Insurance legislation Energy Efficiency Building Act of 2006 (H.R. 5656) Congresswoman Judy Biggert Pilot program to award grants to businesses and organizations for design and construction of energy efficient buildings

What’s Keeping Us Up At Night?: 

What’s Keeping Us Up At Night? For-profit competition Demographic changes Demand for new learning sources and styles Shortage of volunteers More opportunities than resources

Slide45: 

Your Questions?

Slide46: 

Thank You

2006 House of Delegates MeetingCall To Order and Opening Comments San Diego Convention CenterSaturday, October 7, 2006: 

2006 House of Delegates Meeting Call To Order and Opening Comments San Diego Convention Center Saturday, October 7, 2006 Teena G. Shouse, CFM Chairman of the Board

Slide48: 

Thank You

2005 IFMA House of Delegates Meeting Minutes: 

2005 IFMA House of Delegates Meeting Minutes Linda Pate Motion for Approval?

Slide50: 

Thank You

2006 – 2007 Strategic PlanBalanced ScorecardStrategy Map: 

2006 – 2007 Strategic Plan Balanced Scorecard Strategy Map Overview

Insert Strategy Map: 

Insert Strategy Map

Strategic Planning Oversight Team: 

Strategic Planning Oversight Team Meredith Thatcher, CFM, CFMJ, IFMA Fellow John McGee G. Philip Booker, CFM, IFMA Fellow James Loesch, PE, CFM, IFMA Fellow Lionel Prodgers Arvid Stonkus, IFMA Fellow Linda Beverly, CAE Donald Young, APR

2006 – 2007 SPOT DeliverablesWhat You Can Expect This Year: 

2006 – 2007 SPOT Deliverables What You Can Expect This Year Cascading of BSC Development of eighth objective Global strategy Reporting mechanism External consultant

Association Philosophy: 

Association Philosophy

Vision: 

Vision To serve as the resource and representative for facility management

Mission: 

Mission To provide exceptional products, services, and opportunities that support and advance the facility management profession

GoalsStakeholder Perspective: 

Goals Stakeholder Perspective Support a community that fosters vitality, momentum, and impact for the facility management professional

GoalsOperational Excellence Perspective: 

Goals Operational Excellence Perspective Anticipate and prioritize the resources required to enhance effective delivery of products and services

GoalsPeople Perspective: 

Goals People Perspective Inspire passion for the facility management profession that compels facility practitioners to want to join the IFMA network, engages volunteer leaders, and retains/attracts top talent to the full-time staff

GoalsFinancial Perspective: 

Goals Financial Perspective Sustain IFMA’s financial integrity to achieve and fulfill our mission

Purpose: 

Purpose IFMA is a member-centered association that exists to guide and develop facility management professionals. In support of its members, IFMA promotes the facility management profession by providing leadership, recognition, and standards of excellence

Core Values: 

Core Values Advance Quality Achieve Integrity Cultivate Communication Champion Recognition Drive Growth

Facility Management Assumptions: 

Facility Management Assumptions Environment concerns/sustainability Wider array of FM core competencies required Workplace less defined by physical attributes Human factor has become most critical element Changes in global demographics Global infrastructure development Required large scale capital improvements Inadequate preparation for terrorist attacks

2006 – 2007 Strategic Objectives: 

2006 – 2007 Strategic Objectives

Stakeholder Perspective: 

Stakeholder Perspective Provide effective networking experiences for all FM stakeholders

Stakeholder Perspective: 

Stakeholder Perspective Advance the career of the FM professional

Stakeholder Perspective: 

Stakeholder Perspective Advance the stature and influence of the FM profession

Operational Excellence Perspective: 

Operational Excellence Perspective Ensure that optimal structures, systems, environment, processes, and technology are in place to achieve goals

People Perspective: 

People Perspective Provide exceptional volunteer experiences that are rich and meaningful for the volunteers and advance the work of the association

People Perspective: 

People Perspective Provide staff with an environment and resources that enables them to excel while achieving the organization’s mission

Financial Perspective: 

Financial Perspective Maintain viable fiscal position through good financial management, diversification of revenues, and optimized asset utilization

Thank You: 

Thank You

Item # 2Reinstatement of the 75%/25% Professional to Associate MembersDonna Byrom, CFMMid-Ohio Chapter of IFMA: 

Item # 2 Reinstatement of the 75%/25% Professional to Associate Members Donna Byrom, CFM Mid-Ohio Chapter of IFMA

Item # 3Comments From The Floor: 

Item # 3 Comments From The Floor Gary P. Broersma, CFM First Vice Chairman

Motion for Adjournment?: 

Motion for Adjournment?

Thank You: 

Thank You

Slide78: 

IFMA Foundation Scholarships Francis Kuhn, CFM, CFMJ IFMA Foundation 2005 – 2006 Chair

Slide79: 

IFMA Foundation Scholarships William Rub Executive Director IFMA Foundation

Slide80: 

Katherine Arruda Wentworth Institute of Technology $1,000 Museum/Cultural Inst. Council Scholarship

Slide81: 

Mecayla Bruns Columbia University $1,000 St. Louis Chapter Scholarship

Slide82: 

Isilay Civan Texas A&M University $1,000 Doug Underwood Scholarship sponsored by the Houston Chapter of IFMA

Slide83: 

Eric Coyne Ferris State $1,000 Lee Forrest Scholarship sponsored by the IFMA Foundation

Slide84: 

Marcos Estrada U C Berkeley – Certificate Program $1,000 Silicon Valley Chapter Scholarship

Slide85: 

Nick Heibein Conestoga College $1,000 Canadian Chapters Scholarship

Slide86: 

Jessica Hoffman Cornell University $1,000 Barbara Pryor Scholarship sponsored by the Capital Chapter of IFMA

Slide87: 

Natasha Jurakhan Ferris State University $1,000 Karen Marciel Memorial Scholarship sponsored by the East Bay Chapter of IFMA

Slide88: 

Naresh Kalla Texas A&M University $1,000 George Graves Scholarship sponsored by the Houston Chapter

Slide89: 

Dana Martin North Dakota State $1,000 Kansas City Chapter Scholarship

Slide90: 

Yongwoong Moon Georgia Tech $1,000 Sodexho Scholarship

Slide91: 

Michael Wimmer Kufstein University – Austria $1,000 Sodexho Scholarship

Slide92: 

Eric Coyne Ferris State University $1,500 Central Pennsylvania Chapter Scholarship

Slide93: 

Sang-Hoon Lee Georgia Tech $1,500 Atlanta Chapter Scholarship

Slide94: 

Patrick McKown Ferris State University $1,500 Jim Hickey Memorial Scholarship sponsored by the West Michigan Chapter of IFMA

Slide95: 

Amanda Ford Conestoga College $2,000 Dallas/Ft Worth Chapter Scholarship

Slide96: 

Thomas Kirchweger Kufstein University – Austria $2,500 William Davies Office Refurbishing Scholarship

Slide97: 

Bruce Alexander BYU $3,000 Greater Triangle Chapter Scholarship

Slide98: 

Jon Douglas Conestoga College $3,000 Corporate Facilities Council Scholarship

Slide99: 

Samantha Jansen Conestoga College $3,000 Philadelphia Chapter Scholarship

Slide100: 

Carlos Nome Texas A&M University $3,000 Philadelphia Chapter Scholarship

Slide101: 

Nathan Christensen BYU $5,000 Utilities Council Scholarship

Slide102: 

Alicia Zahn Cornell University $5,000 - Doug Underwood Scholarship sponsored by the Utilities Council of IFMA

Slide103: 

Thank you