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Taking Stock, Summing Up and Reflections on FY 2005-06

Comments

EC’s 11 stated goals at the start of our fiscal year 2005-06 last July 1

Actually accomplished (as a percentage) during the following 11 months
1. Digest/Consolidate/Institutionalize 2004-05 Initiatives -- Get iMIS/Great Plains, Zero Base Budgeting, new overhead systems standardized. 

(95%)  SUMMARY: Fully accomplished and integrated; routine use as management tool may need more time.


2. Transform Tulsa -- Work with Executive Director (ED); Finish second TacOps Committee report, start third report; staff organization and effectiveness issues: chain-of-command, initiative, delegation, accountability, responsibility, performance reviews, continuous improvement (Hermann Eben). Dedicated clerical help for president.

(60%)  SUMMARY: Progress being made in adjusting culture, but uneven; need to become proactive rather than reactive; clearer performance-based culture with manifest service orientation; still a ways to go:

  1. Quarterly performance reviews with ED.
  2. TacOps Report #2 (Geoscience) completed, implementation under way; TacOps Report #3 (Business) will commence Q4.
  3. Staff organization and effectiveness -- Sections/Regions coordinator moved to ED supervision, responsiveness improved, some staff changes, regular staff coaching (Hermann Eben); chronic understaffing corrected by new hires, with more stringent performance measurement.
  4. HQ Location Committee report due June 1.
  5. Dedicated clerical support for president agreed as policy.

3. Revitalize Committees -- Motivated chairs, connected with EC liaisons; training (Hermann Eben); valid charge w/buy-in; effective decision-making, balanced membership, goals and time-tables; monitored performance by CoC. 

(70%)  SUMMARY: Progress being made, need more frequent reports to EC representatives; need earlier and more frequent committee meetings to plan and monitor progress; this needs continued attention.

  • Revision and reorganization by EC from 48 committees to 36.
  • Appointed active new chairs, connected with EC liaisons.
  • Training for committee leaders re effectiveness, performance (Hermann Eben).
  • Valid committee charges, re-evaluate leadership in Q4.
  • Balanced committee membership -- more young professionals, international, industry representatives.
  • Committee Oversight Committee monitored performance.

4. Renew Relationships with Sections -- Peter R. Rose (PRR) Section speaking dates, AAPG Town Hall meetings, emphasized Leadership Conference role, membership retention, increased nominations to AC.

(70%)  SUMMARY: Progress being made, needs more work in FY 2006-07.

  • PRR visited all six sections, 13 affiliated societies, ~2,000 members; repaired some relationships between HQ and Sections.
  • Sections/Regions coordinator hired, ED monthly teleconferences with Section presidents, relationships improving, fewer complaints about HQ services from sections.
  • Leadership Conference (Galveston) -- largest ever, useful training, “hot” topics reviewed w/reports, very successful.
  • Membership retention -- expanded, reorganized Membership Committee (Dan Smith).
  • More nominees for officer candidates, Honors and Awards -- still uneven, AC representatives must be more proactive.
  • Need more effective communication to members about value of AAPG membership.

5. Increase International Membership -- Goal ~ 1,000 new; PRR speaking tours (2) encourage Region annual meetings; involve and invigorate regional leadership; involve with AAPG standing committees. 

(60%)  SUMMARY: Much progress (laying foundations), must have follow-through in next two years, two VPs proposal essential; won’t know for 6-12 months whether international efforts have been productive re membership; evidence of stronger Regional communities via meetings, committee participation.

  • PRR tours: 15 countries, 19 professional societies, 17 student groups.
  • PRR: 18 business meetings with international industry leaders promoting AAPG.
  • Regional meetings under way in all six Regions.
  • VP (Regions) important to represent and empower Region leadership.
  • Graduated Dues committee set up, at work, reports to EC Oct. 15.
  • Applications easier, online, regional review committees being set up by HQ.
  • Emphasize international participation in committees  (FY 2006-07).
  • Opened London office; evaluate others (Moscow, Bahrain, Kuala Lumpur).
  • Proposed company sponsored memberships to four NOCs.
  • Very successful GEO conference (Bahrain) March 2006.
  • Monthly conference calls with ED.

6. Increase AAPG Annual Income -- $500K annual; Sources: NAPE, APPEX, Research Conferences, GEO, IPTC, etc.

(100%)  SUMMARY: Annual earned income increased ~ $400K, plus AAPG Foundation grants may be increased; expenses reduced (BULLETIN, Datapages) ~ $300K. Net surplus > $700K. Income sources diversified.


7. Establish Gov’t Affairs Office -- Set up Board of Governors, choose new director; establish relationships, priorities and values, obtain support.

(100%)  SUMMARY: Board of Governors (BoG) appointed; GEO-DC up and running with excellent early results (Don Juckett, director)

  • BoG operating.
  • AAPG involved in government energy study.
  • Advisories now regularly arriving to BoG, ED, GAC, EC.
  • Reserves and Resources conference planned spring 2007 with SPE, SPEE and WPC.

8. Obtain New Contributions -- ~$4MM Foundation campaign; corporate support; PRR cultivate Foundation relationship.

(275%)  SUMMARY: Greatly exceeding expectations.

  • Contributions in Year 1 > $11M.
  • Contributions coordinator hired.
  • Campaign under way by AAPG Foundation.
  • Good working relationship with Foundation leaders.

9. Practical Long-Range Plan -- Final version (2005); “Call in the Experts”; measurable and achievable mid-term strategies; sound, doable short-term tactical plan with clear goals.

(95%)  SUMMARY: Essentially completed.

  • Final management review finished.
  • Final edit due June 30, 2006.
  • ED designing business plan from the Long Range Plan.

10. Revitalize the Divisions -- Workshops; training in goal-setting, implementation, follow-through.

(60%)  SUMMARY: A good start, must maintain progress in FY 2006-07.

  • Divisions workshops (8-05 Dallas).
  • Management training (Hermann Eben) 2005-06.
  • Regular conferences with ED.
  • Memberships stabilizing.
  • Developing new publications.
  • Focusing on pertinent tasks: DEG (field trip safety); DPA (GEO-DC; reserve evaluator training project); EMD.

11. Promote Joint Events with Sister Societies -- SEG, EAGE, SPE; Proactive pursuit of future cooperation and consolidation, especially joint annual meetings.

(50%)  SUMMARY: Started, with uneven success; good ED buy-in.

  • SEG -- Committee to review long-range joint plans; maybe focus on near-term regional events; apparent support for more cooperation from senior leadership.
  • EAGE -- Joint conferences and workshops, possible joint overseas offices.
  • SPE -- Participation in IPTC, OTC; reserves studies; joint research conferences.
  • SPEE -- Reserve evaluator initiative.