July:
- Officially welcome and post new officer contacts on the website
- Membership meeting is announced, prepared, and held
- Next month membership meeting is planned
- Plan summer picnic for officers
- Next month message from the chair and education chair is prepared
- Workshop is announced, prepared, and held
- Next month workshop is planned
- Education mailer is prepared, approved and sent to members
- Membership mailer is prepared, approved and sent to members
- Officer's meeting is planned and held
- Officer's meeting minutes for this month are prepared and circulated for approval
- Officer's meeting minutes for last month are approved and sent to headquarters
- Section management plan is prepared
- Officer reports for web, membership, minutes, proctoring, finance, auditing, awards (gifts and prizes), arrangements, programs, publicity, sponsorship, recertification, and education are prepared, submitted, reviewed, and approved.
- Education board meeting is held and reported.
- October test date refresher courses are finalized, planned, and announced.
August:
- Internal audit is performed and reported to headquarters
- Membership meeting is announced, prepared, and held
- Hold summer picnic for officers
- Next month membership meeting is planned
- Next month message from the chair and education chair is prepared
- Workshop is announced, prepared, and held
- Next month workshop is planned
- Education mailer is prepared, approved and sent to members
- Membership mailer is prepared, approved and sent to members
- Officer's meeting is planned and held
- Officer's meeting minutes for this month are prepared and circulated for approval
- Officer's meeting minutes for last month are approved and sent to headquarters
- Section management plan is approved and sent to headquarters
- Officer reports for web, membership, minutes, proctoring, finance, auditing, awards (gifts and prizes), arrangements, programs, publicity, sponsorship, recertification, and education are prepared, submitted, reviewed, and approved.
- Education board meeting is held and reported.
- Educational application deadline is announced to members
- October test date refresher courses begin
September:
- Quality month activities are planned / prepared
- Membership meeting is announced, prepared, and held.
- Next month membership meeting is planned
- Next month message from the chair and education chair is prepared
- Proctored testing is planned and ready
- Workshop is announced, prepared, and held
- Next month workshop is planned
- Education mailer is prepared, approved and sent to members
- Membership mailer is prepared, approved and sent to members
- Officer's meeting is planned and held
- Officer's meeting minutes for this month are prepared and circulated for approval
- Officer's meeting minutes for last month are approved and sent to headquarters
- Section management plan status against plan is approved and sent to headquarters
- Officer reports for web, membership, minutes, proctoring, finance, auditing, awards (gifts and prizes), arrangements, programs, publicity, sponsorship, recertification, and education are prepared, submitted, reviewed, and approved.
- Education board meeting is held and reported.
- December test date refresher courses are finalized, planned, and announced.
October:
- Quality month activities occur
- Membership meeting is announced, prepared, and held.
- Next month membership meeting is planned
- Next month message from the chair and education chair is prepared
- Proctored testing is performed smoothly
- Workshop is announced, prepared, and held
- Next month workshop is planned
- Education mailer is prepared, approved and sent to members
- Membership mailer is prepared, approved and sent to members
- Officer's meeting is planned and held
- Officer's meeting minutes for this month are prepared and circulated for approval
- Officer's meeting minutes for last month are approved and sent to headquarters
- Section management plan status against plan is approved and sent to headquarters
- Officer reports for web, membership, minutes, proctoring, finance, auditing, awards (gifts and prizes), arrangements, programs, publicity, sponsorship, recertification, and education are prepared, submitted, reviewed, and approved.
- Education board meeting is held and reported.
- Educational application deadline is announced to members
- December test date refresher courses begin
November:
- Next officer slate is prepared
- Internal audit is performed and reported to headquarters
- Next month membership meeting is planned
- Membership meeting is announced, prepared, and held.
- Next month message from the chair and education chair is prepared
- Proctored testing is planned and ready
- Workshop is announced, prepared, and held
- Next month workshop is planned
- Education mailer is prepared, approved and sent to members
- Membership mailer is prepared, approved and sent to members
- Officer's meeting is planned and held
- Officer's meeting minutes for this month are prepared and circulated for approval
- Officer's meeting minutes for last month are approved and sent to headquarters
- Section management plan status against plan is approved and sent to headquarters
- Officer reports for web, membership, minutes, proctoring, finance, auditing, awards (gifts and prizes), arrangements, programs, publicity, sponsorship, recertification, and education are prepared, submitted, reviewed, and approved.
- Education board meeting is held and reported.
December:
- Next officer slate is elected by the members and submitted to headquarters
- Membership meeting is announced, prepared, and held.
- Next month membership meeting is planned
- Next month message from the chair and education chair is prepared
- Proctored testing is performed smoothly
- Workshop is announced, prepared, and held
- Next month workshop is planned
- Education mailer is prepared, approved and sent to members
- Membership mailer is prepared, approved and sent to members
- Officer's meeting is planned and held
- Officer's meeting minutes for this month are prepared and circulated for approval
- Officer's meeting minutes for last month are approved and sent to headquarters
- Winter officer's dinner is planned
- Section management plan status against plan is approved and sent to headquarters
- Officer reports for web, membership, minutes, proctoring, finance, auditing, awards (gifts and prizes), arrangements, programs, publicity, sponsorship, recertification, and education are prepared, submitted, reviewed, and approved.
- Education board meeting is held and reported.
- March test date refresher courses are finalized, planned, and announced.
January:
- Membership meeting is announced, prepared, and held.
- Next month membership meeting is planned
- Next month message from the chair and education chair is prepared
- NEW event is paid for
- Workshop is announced, prepared, and held
- Next month workshop is planned
- Education mailer is prepared, approved and sent to members
- Membership mailer is prepared, approved and sent to members
- Officer's meeting is planned and held
- Officer's meeting minutes for this month are prepared and circulated for approval
- Officer's meeting minutes for last month are approved and sent to headquarters
- Winter officer's dinner is held
- Section management plan status against plan is approved and sent to headquarters
- Officer reports for web, membership, minutes, proctoring, finance, auditing, awards (gifts and prizes), arrangements, programs, publicity, sponsorship, recertification, and education are prepared, submitted, reviewed, and approved.
- Education board meeting is held and reported.
- Mathcounts is financially supported
- Educational application deadline is announced to members
- March test date refresher courses begin
February:
- Mathcounts is held
- Internal audit is performed and reported to headquarters
- Membership meeting is announced, prepared, and held.
- Next month membership meeting is planned
- Next month message from the chair and education chair is prepared
- Proctored testing is planned and ready
- NEW event is announced and attended
- Workshop is announced, prepared, and held
- Next month workshop is planned
- Education mailer is prepared, approved and sent to members
- Membership mailer is prepared, approved and sent to members
- Officer's meeting is planned and held
- Officer's meeting minutes for this month are prepared and circulated for approval
- Officer's meeting minutes for last month are approved and sent to headquarters
- Section management plan status against plan is approved and sent to headquarters
- Officer reports for web, membership, minutes, proctoring, finance, auditing, awards (gifts and prizes), arrangements, programs, publicity, sponsorship, recertification, and education are prepared, submitted, reviewed, and approved.
- Education board meeting is held and reported.
March:
- Membership meeting is announced, prepared, and held.
- Next month membership meeting is planned
- Next month message from the chair and education chair is prepared
- Proctored testing is performed smoothly
- Workshop is announced, prepared, and held
- Next month workshop is planned
- Education mailer is prepared, approved and sent to members
- Membership mailer is prepared, approved and sent to members
- Officer's meeting is planned and held
- Officer's meeting minutes for this month are prepared and circulated for approval
- Officer's meeting minutes for last month are approved and sent to headquarters
- Section management plan status against plan is approved and sent to headquarters
- Officer reports for web, membership, minutes, proctoring, finance, auditing, awards (gifts and prizes), arrangements, programs, publicity, sponsorship, recertification, and education are prepared, submitted, reviewed, and approved.
- Education board meeting is held and reported.
- June test date refresher courses are finalized, planned, and announced.
April:
- Membership meeting is announced, prepared, and held.
- Next month membership meeting is planned
- Next month message from the chair and education chair is prepared
- Workshop is announced, prepared, and held
- Next month workshop is planned
- Education mailer is prepared, approved and sent to members
- Membership mailer is prepared, approved and sent to members
- Officer's meeting is planned and held
- Officer's meeting minutes for this month are prepared and circulated for approval
- Officer's meeting minutes for last month are approved and sent to headquarters
- Section management plan status against plan is approved and sent to headquarters
- Officer reports for web, membership, minutes, proctoring, finance, auditing, awards (gifts and prizes), arrangements, programs, publicity, sponsorship, recertification, and education are prepared, submitted, reviewed, and approved.
- Education board meeting is held and reported.
- Educational application deadline is announced to members
- June test date refresher courses begin
May:
- Internal audit is performed and reported to headquarters
- Membership meeting is announced, prepared, and held.
- Next month membership meeting is planned
- Next month message from the chair and education chair is prepared
- Proctored testing is planned and ready
- Workshop is announced, prepared, and held
- Next month workshop is planned
- Education mailer is prepared, approved and sent to members
- Membership mailer is prepared, approved and sent to members
- Officer's meeting is planned and held
- Officer's meeting minutes for this month are prepared and circulated for approval
- Officer's meeting minutes for last month are approved and sent to headquarters
- Section management plan status against plan is approved and sent to headquarters
- Officer reports for web, membership, minutes, proctoring, finance, auditing, awards (gifts and prizes), arrangements, programs, publicity, sponsorship, recertification, and education are prepared, submitted, reviewed, and approved.
- Education board meeting is held and reported.
June:
- Membership meeting is announced, prepared, and held.
- Next month membership meeting is planned
- Next month message from the chair and education chair is prepared
- Proctored testing is performed smoothly
- Workshop is announced, prepared, and held
- Next month workshop is planned
- Education mailer is prepared, approved and sent to members
- Membership mailer is prepared, approved and sent to members
- Officer's meeting is planned and held
- Officer's meeting minutes for this month are prepared and circulated for approval
- Officer's meeting minutes for last month are approved and sent to headquarters
- Section management plan status against plan is approved and sent to headquarters
- Officer reports for web, membership, minutes, proctoring, finance, auditing, awards (gifts and prizes), arrangements, programs, publicity, sponsorship, recertification, and education are prepared, submitted, reviewed, and approved.
- Education board meeting is held and reported.
- Officially thank all outgoing officers

Section Management Plan

Example report for 2002-2003:

During our 2002-2003 fiscal year as one can see from our management review plan below, approximately 80% of our section’s goals were met.

Some highlights for the year include: • Membership of section 703 was kept relatively stable at 97% of last year. • Section’s Fund Balance increased by 33 percent. • We attracted better speakers for section meetings resulting in a 5% increase in meeting attendance. • Attracted more sponsors. Revenues from sponsors increased 27% from $2,600 to $ 3,300. • Web traffic is up more than 400%. People all over the world visit our virtual library frequently. • An improved relationship has been established with other local sections, 708 and 713. • Surveys indicate the quality and educational effectiveness of the section’s workshops improved significantly.
We were unable to achieve some of the goals we set for ourselves. In hindsight, reasons for this include: • We were unable to measure the exam-passing rate for the whole fiscal year due to a lag in reports from HQ. • Due to a very low response rate we were unable to accurately quantify membership satisfaction levels.
Management review plan as follows:

Activity Description	Activity Dates	Goal	Measurement	Results	% Goal Achieved
Measure and analyze overall attendance of monthly dinner meetings.	2^nd Tuesday of each month	To increase the number of members who attend one or more meetings by five percent over previous year.	Dinner meeting attendance of individual members.	Average attendance increased by at least 5% from 36 to 38 attendees per month.	100%
Raise awareness of ASQ to local businesses. Promote ASQ web advertisement service to local businesses.	Monthly	To increase total revenue from web advertisement activities by 10 percent.	Revenue from web advertisement (increase from $2,600 to $2,860)	Added new long-term sponsor discount and got UCSDE as long-term sponsor. Revenues increased by 27%	100%
Reinvest $20,000 of checking account into a six month C.D.	Oct. 31, 2002	To increase annual interest income.	Interest rate (increase from 0.09% to 2.5%)	Interest rate increased to 3.25%. Total interest earned this fiscal year is $488 (account opened in October).	100%
Review and update the bylaws of Section 703	4^th Quarter	To improve section’s administrative systems.	Bylaws reviewed and approved by board and section members.	New Bylaws drafted, reviewed & approved by Section 703 board and submitted to HQ.	70%
Increase the number of articles/papers on Quality and Leadership subjects.	Monthly	To improve the contents of educational newsletters and virtual library.	Number of Quality and Leadership articles & papers.	Published 16 articles/papers in FY 02/03 versus 12 in FY 01/02	100%
Track refresher course student pass rate. Report and compare rates with national averages.	4^th Quarter	Measure and report pass rates within two months after ASQ publication of exam results.	Exam passing rate reports.	Exam passing rates June 2003: CSQE: 100% CQE: 1%	50%
Conduct workshop satisfaction surveys. Analyze and report results of survey.	4^th Quarter	To improve the quality and educational effectiveness of workshops.	Report of surveys. Recommendations for workshop improvement	Completed two surveys. Section 703 workshops are highly rated by students.	80%
Recognize new members and members who passed ASQ exams by means of e-mails and web posting.	Monthly	Send recognition e-mails and post names on website within one month of event.	Recognition E-mails and web postings.	Created special page at http://www.asqsandiego.org/certmembers.htm Posted 2 out of 3 exam results on ASQ website.	80%
Develop a board member perks & benefits list/flyer. Post benefits on website and advertise in local paper.	3^rd Quarter	To encourage/entice ASQ members to volunteer and serve on the section board.	List of ASQ members who want to serve on the board when needed.	Recruited three new members of the board. Lost several ones due to job transfers. On-going	70%
Organize an ASQ day at the Padres and a Ruben E Lee event for members.	Sept 22 January 2003	To conduct alternative meetings to retain & increase membership.	Events held. Membership stats.	Padres’ event held.	50%
Conduct a membership satisfaction survey. Analyze and report results of survey.	3^rd Quarter	Establish a (quantitative) membership satisfaction baseline.	Report of survey published on Website. Baseline quantified.	On-going
Create an instructor profile spreadsheet. Assess/Evaluate new course instructors.	2^nd Quarter	To develop and maintain up-to-date instructor profile information.	Completion of instructor information spreadsheet.	Completed instructor information spreadsheets and profiles.	90%
Process member recertification applications in a responsive and accurate manner	On-going. Dec 31 June 30	To turnaround recertification applications within two days after receipt.	Recertification log.	Two day maximum turnaround goal is being met.	100%
Create a certification examination proctor database for logistics support.	Dec. 2002	To develop and maintain a certification examination proctor pool.	Completion of certification examination proctor database.	Submitted together with the instructor’s profile spreadsheet last Dec. 2002. See Section file.	100%
Conduct joint meetings with other Sections or Professional Societies.	3^rd Quarter	To conduct a joint dinner meeting with APICS.	Joined dinner meeting held in the 3^rd Quarter.	Joint meeting with Palomar section has been planned for September 03	50%