Instructions: If you would like to volunteer to assist the Chapter in reaching any of the Objectives/Goals listed as evaluation criteria for the NCMA Graalman award, please email a message to “ncma-charlestonchapter@googlegroups.com” and state which objective/goal you intend to assist with in the subject. Please keep in mind, if your goal/objective requires an action plan, please describe how you will accomplish the goal and what resources you will need.
										PLANNING INFORMATION
							WHERE WE LANDED			Action Required / Volunteers
	Objective 1: Provide value to members		Plus	Neutral	Minus		+/N/-
		Rating	Green	Amber	Red		n
1	Did you conduct or co-conduct a one-day conference or seminar other than NES? > 4 hours in duration		> 4 hours	no seminars	n/a		n
2	Does your chapter conduct or co-conduct a workshop program?		at least 3	only 1 or 2 hours; or only networking	no seminars		n
3	Did you organize, offer and conduct or co-conduct a an organized study program for certification candidates?		Offered and taken	Offered but no takers	none offered		n
4	Did your chapter host or co-host a National Education Seminar (NES)?		yes	No	N/a		n
5	Did your chapter host or co-sponsor any other NCMA seminar originated by the NCMA National organization? NES or Audio		yes	No	N/a		n
6	Does your chapter have a scholarship program?		yes		no		n
7	Did your Chapter nominate and support participants to the NCMA Contract Mgt Leadership Development Program? Did the CMLDP nominee serve in a Leadership role in your Chapter?		yes	no	n/a		n
	Innovation/Quality of Meeting National and Strategic Goals		aware of goal and working towards it	aware of goal but not fully engaged	seems unaware of goal and relationship to chapter
	Objective 2: Connect NCMA and members	Rating	Green	Amber	Red
1	If 10% of year-end chapter membership is certified		10% or more	5-9%	less than 5%		n
2	Did a chapter member present or co-present under one of the Education Tracks at a National Contract Management Conference or the NCMA World Congress during the program year?		Yes	n/a	n/a		n
3	Did any of your members sit for the CPCM/CCCM/CFCM exam or recertify during the last program year?		yes	no	n/a		n
4	Are any of your members engaged in teaching of contract management-related studies for a college or university or actively engaged as advisors in areas of contract management to universities or colleges?		any examples	no examples	n/a		n
5	Have any of your members participated as instructors, etc., in any program relating to contract management, which was not part of your chapter-sponsored activities, not for the university community, and not as part of their regular employment? This includes presentations at other NCMA Chapters.		Many examples of speaking or teaching	few examples	no examples		n
6	Has a member of your chapter worked with a local university or college to develop contract management courses or programs?		Actively engaged with college or university	Intermittent or token outreach	No outreach to college or university		n
7	Did your chapter hold or participate in a career fair?		yes	no	n/a		n
8	Did your chapter publish a newsletter with a minimum of four issues?		4 or more issues	1-3 issues	no newsletter		-
9	Does your chapter post your newsletter on your website? Does your chapter utilize technology to communicate (Magnet Mail, email, erooms, blogs, etc.)?		yes	no	n/a		+
10	Do you have a chapter membership directory or link to Connect to People?		yes	no	n/a		n
11	Have you submitted items for the "Association News" section of Contract Management magazine?		3 or more	1-3 submissions	no submissions		-
12	Have any chapter members authored or co-authored an article of substance and submitted to CM magazine or the NCMA Journal?		yes	no	n/a		n
13	Have any chapter members authored or co-authored an article of substance that was published in newsletters or other agency/company publications with limited circulation?		yes	no	n/a		n
14	Has your chapter established a "home page" on the World Wide Web and maintained it with current content?		yes and fully up to date	yes, but not updated	no		+
15	Membership recruitment and retention program.		Chapter Growing	Chapter staying constant	Chapter losing members		+
16	Did any Chapter members participate on the National Board of Directors, the Board of Advisors or serve on National Committees?		yes	no	n/a		n
	Innovation/Quality of Meeting National and Strategic Goals		aware of goal and working towards it	aware of goal but not fully engaged	seems unaware of goal and relationship to chapter
	Objective 3: Operated effectively	Rating	Green	Amber	Red
1	Did one of your chapter members participate as a mentor for an NCMA Leadership Development Program student?		yes	no	n/a		n
2	Was your chapter represented at the Mid Year Leadership Meetings?		3 or more	1-2 sent	none sent		-
3	Did your Chapter President attend the Annual Leadership Summit?		yes	no	n/a		n
4	Was your chapter represented at the “Annual Leadership Summit” by a representative other than the president?		2 or more sent	1 sent	none sent		n
5	Did Chapter members attend World Congress?		yes	n/a	n/a		n
6	Was the chapter’s annual financial report for the program year period (July 1, 2008 –June 30, 2009) submitted by August 31, 2009 as an attachment to the Chapter Annual Report?		Yes		No		+
7	Did the chapter conduct an independent audit of the chapter financial records of Program Year 2008-2009 and submit to the National Office as an attachment to the Chapter Annual Report by August 31, 2009?		Yes		No		n/a
8	Did the chapter prepare or update its Long-Range Plan which covers at least a 3-year period?		Yes		No		+
9	Did the chapter conduct an organizational or “team building” meeting for chapter leaders prior to August 31, 2008 which was a minimum of 3 hours in duration and covered the Chapter’s Program Year Plan for coming Program Years?		Yes		No		+
10	Did the chapter plans include plans to address membership retention?		Yes		No		+
11	Did the chapter submit a complete roster of chapter officers and the chapter leadership team for the 2009-2010 program year to the NCMA National Office by August 31, 2009?		Yes		No		+
12	Did the chapter submit a copy of the Chapter Bylaws?		Yes		No		+
	Innovation/Quality of Meeting National and Strategic Goals		aware of goal and working towards it	aware of goal but not fully engaged	seems unaware of goal and relationship to chapter
	Color and Plus/Minus
	Blocks 12, 33 and 49 would be the overall assessment of that objective considering size and circumstances
	Overall Rating
	Three Goals Green (plus) equals Gold chapter
	2 Goals Green (plus) equals Silver chapter
	1 Goal Green (plus) equals Bronze Chapter