Learn | Share | Grow

2017 Annual General Meeting

February 22, 2017

Agenda
• Board introduction
• Strategy Review
• Financial Report

• 2016 Achievements and 2017 Plans

• Communications
• Marketing
• Member Events
• Membership
• Professional Development
• Sponsorship

• Question & Answer Period

2
 Your Board of Directors 2017
Position Name Email Address
Kevin Haines President President@Winnipeg.IIBA.org
Jeremy Leduc Secretary Secretary@Winnipeg.IIBA.org
Randy Radic Treasurer Treasurer@Winnipeg.IIBA.org
Dean Zarrillo VP Communications VPCommunications@Winnipeg.IIBA.org
Vineet Jaiswal VP Marketing VPMarketing@Winnipeg.IIBA.org

Barb Davidson VP Member Events VPMemberEvents@Winnipeg.IIBA.org

Absar Islamullah VP Membership VPMembership@Winnipeg.IIBA.org

James Fatoki VP Professional Development VPProfessionalDevelopment@Winnipeg.IIBA.org

Philip Kaleta VP Sponsorship VPSponsorship@Winnipeg.IIBA.org

Denise Brockman VP at Large VPatLarge1@Winnipeg.IIBA.org
Sanjeev Pathak VP at Large VPatLarge2@Winnipeg.IIBA.org
Michael Aldor VP at Large VPatLarge3@Winnipeg.IIBA.org
Julia Corvino VP at Large VPatLarge4@Winnipeg.IIBA.org
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President

4
Some Global Numbers – IIBA Global

29,000 Members
300 Corporate Members
121 Chapters over 36 Countries
7600+ CBAP Recipients
928+ CCBA Recipients

Noteworthy increases!
+100 Corporate Members
+5 Chapters (Hawaii!)
+1700 CBAP (+29%)
+116 CCBA
5
Local Chapter Stats

116 Active Members

9 Sponsors

47 Certified CBAPs

2 Certified CCBA
6
 Key Performance Indicators
Chapter Maturity
LOW HIGH
Operational Efficiency

Community Engagement
Value Delivery

HIGH
Innovation

Community Engagement

LOW
Brand Awareness 03

Financial Health

Increased operational efficiency, innovation,

community engagement and brand awareness
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2017 Strategy

8
Strategy: Thinking Long Term

2014: Reshape

2015: Engage & Organize

2016: Focus on Growth

2017: Focus on Value

2018: Focus on Sustainability

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Key Goals
Continue to grow
awareness of the
Brand Awareness IIBA

Need to leverage the Engage

power of our Community Community
to build relationships and
sharing of knowledge We need to be efficient
Sustainability and focused on what
and how we deliver to
our Community
Need to answer the Value
questions about what Equation
value we bring and can
offer

10
Key Activities to execute Strategy

Board Transition Build Value Think

Operationally

ENGAGE
ENGAGE
ENGAGE

Develop
Canadian Certification Listen to Committees
Chapters Benefits Community 11
Local Strategy Summary

Become Become a Establish Be a

Synonymous Learning Market Valued
with BA Organization Linkages Resource

Some of Our 2017 Targets

10% Increase in Membership
20% Increase in Certified Members
100% Renewal of Existing Sponsors
15% Increase in Event attendance 12
Student Engagement
• Students are a big part of our future

• Engagement with educational institutions

• University of Manitoba
• University of Winnipeg
• Red River College (sponsor!)

• Tying in with new ECBA certification

• 2016 Job Fair & Networking

• Increased Student Memberships

13
Winnipeg Chapter By-law Updates
• By-laws have been successfully ratified!

• Thank you to the members that voted and shared constructive

feedback

• Logging and tracking potential future amendments

14
Why Become a Board Member
• Contribution to Profession in Winnipeg

• Recognized as a Leader within the Community

• Help shape the future

• Networking

• Learn new skills

• Continue the momentum

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IIBA Chapter Awards

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IIBA 2016 Chapter Awards
• Awards held annually at the Building Business Capability
Conference in the fall
• Competition across 115+ Chapters Worldwide
• Nominated and won 2 significant awards! Congratulations!

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Chapter Awards

Sustainability
• The Sustainability Award is presented to the Chapter that
demonstrates the most successful Chapter Sustainability Model.

President's Award (Tier 1)

• The President's Award is presented to the Chapter that has
demonstrated strong leadership, innovation, engagement and
overall promotion and advancement of the BA profession.

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Treasury

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Treasury – Income Statement
International Institute of Business Analysis - Wpg Chapter
Profit & Loss
January through December 2016

Income
Sponsorship Income 11,091.79
Professional Development Income 11,850.00
Interest Income 2.32
Program Income 3,498.43
Events and Networking Income 2,450.00
Total Income 28,892.54

Gross Profit 28,892.54

Expense
Professional Development 7,809.48
Contract Services 2,336.31
Events and Networking 10,991.76
Operations 4,091.56
Total Expense 25,229.11

Net Income 3,663.43

AGM – IIBA Winnipeg Chapter 20

Treasury – Balance Sheet
International Institute of Business Analysis - Wpg Chapter
Balance Sheet
As of Dec 31, 2016
ASSETS
Current Assets
Chequing/Savings
Business Premium Rate Savings 15,074.80
Community Account 18,199.90
Total Chequing/Savings 33,274.70

Total Current Assets 33,274.70

TOTAL ASSETS 33,274.70

LIABILITIES & EQUITY
Equity
Opening Balance Equity 42,238.00
Net Assets -12,626.73
Net Income 3,663.43
Total Equity 33,274.70

TOTAL LIABILITIES & EQUITY 33,274.70

AGM – IIBA Winnipeg Chapter 21

Treasury
• 2016 was successful year from financial standpoint as we were able to
invest more in:
 Professional Development
 More & Bigger events

• These investments have resulted in growth and brand awareness

• In 2016, we had a balanced budget and ended the year with a small
increase in Retained Earnings

• For 2017, we are planning carry on by delivering great value for our
members, sponsors and our community

• Goal is to have another balanced budget where any additional retained

earnings would be reinvested into liquid securities and member
programs
AGM – IIBA Winnipeg Chapter 22
Communications

23
VP Communications Achievements 2016
• Migrated website and
communications portal to the IIBA
International standard platform

• Began promoting job opportunities

via the new website

• Collaborating with Marketing to

deliver first chapter newsletter

• Leveraged Twitter and LinkedIn as

additional communications channels
to connect with the community

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VP Communications Goals 2017
• Expand on social media strategy –
further utilize LinkedIn, establish new
channels (e.g. Instagram)

• Integrate Newsletter with new

website platform

• Enhance job posting strategy,

process and introduce a pricing
model

• Develop consistent communication

frequency scheme

• Begin to consistently live stream

events
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Marketing

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Marketing Achievements 2016
• “Learn | Share | Grow”, “Your Winnipeg IIBA”
• Increased Brand awareness
• Engaged Certified Professionals
• New Channel Development – Newsletter | ‘Job Fair’
• New Promotional Products

AGM – IIBA Winnipeg Chapter 27

Marketing Goals 2017 Continued
• Prices and Revenue Management
• Cover costs with Patronage and User-based objectives
• Relationship enhancement and management of value perception
• Continue differential pricing for different segments

• Promoting Services and Educating Customers

• Personal Communication: Word of Mouth
• Event Promotion: Free Tickets, Gifts, Prizes
• Publicity & PR: Press releases, Special Events, Road Shows,
Sponsorships, Radio (CJOB)
• Instructional Material: Brochure, Sticky Calendars
• Corporate Design: Signage, badges, SWAG

AGM – IIBA Winnipeg Chapter 28

Marketing KPIs - Collaboration with other roles
• Number of:
• Chapter Event Attendees
• Chapter Members
• Certified Members
• Study Group Participants
• PD Events
• Chapter Events
• Sponsors
• Collaborative relationships with other chapters

• Engagement on Twitter/Linkedin

AGM – IIBA Winnipeg Chapter 29

Member Events

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Event History
Number of Events
Total Event Registrations
2016: 12
500
2015: 12*
450 2014: 6*
400
2013: 7*
2012: 7*
350

300

250

200

150

100

50

0
2016 2015 2014 2013 2012 2011 2010
AGM – IIBA Winnipeg Chapter 31
VP Events Achievements 2016
• Managed planning & logistics for 11 events & 1 webinars
• Led coordination of scheduling speakers and topics to meet
demand of members to build the event calendar
• Increased visibility of Event Metrics
• Satisfaction
• Event type
• Cost
• Other event types: Job Fair plus “roadshows” to keep spreading
the IIBA message
• Investors Group, Online Business Systems, University of Manitoba

AGM – IIBA Winnipeg Chapter 32

 2016 Events
Q1 Q2 Q3 Q4
J F M A M J J A S O N D
Evening 6 7 9
Lunch 1 10 14 17
Webinar 8 11 15
Community
Outreach
2, 3, 4

Workshop 12
Study Group

Networking 13 18
Specialty 5 16
1. BABOK 3.0 Techniques 7. Deeper Dive on Business Model 13. Job Fair
2. Career Day Panel (U of M) Canvas 14. BAs Around the World
3. BizTek (U of M) 8. KPIs Webinar 15. TBD
4. Presentation to Mackenzie 9. Agile Basics for BA’s 16. BA World
Investments 10. Reporting Req & Data WH 17. Business Process Engineering
5. CJOB Radio Show 11. TBD 18. Winter Networking
6. AGM 12. TBD AGM – IIBA Winnipeg Chapter 33
VP Planned Events 2017
• Webinars

• Lunch Events/Lunch and Learns

• Specialty Events

• Sponsored Events

• Roadshows
• Great West Life, Wawanesa, Manitoba Hydro, Province of Manitoba,
Blue Cross, University of Manitoba

AGM – IIBA Winnipeg Chapter 34

 2017 Plans to date
Q1 Q2 Q3 Q4
J F M A M J J A S O N D
Evening 1 11
Lunch 7 17
Webinar 4 9 15
Community
Outreach 2 5,6 10 16

Workshop 8
Study Group 3 13
Networking 19
Specialty 12 14 18
1. Business Architecture 8. Stakeholder Engagement Workshop 15. TBD
2. U of M Career Panel 9. TBD 16. TBD
3. BABOK V3 Study Group 10. TBD 17. TBD
4. AGM Webinar 11. Agile Basics for BA’s 18. TBD
5. U of M Career Panel 12. Job Fair 19. Winter Networking Event
6. MISA BizTek 13. BABOK V3 Study Group
7. Enterprise Architecture 14. BA World AGM – IIBA Winnipeg Chapter 35
Membership

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Membership – Achievements 2016
• Exponential increase in membership
• Current Total Chapter membership Count is 116
• 30% increase from last year
• Student membership has almost tripled in 2016

• Annual Membership Demographic Survey​

• Current Job Title , Years of experience, Industry​
• Primary reason for involvement with IIBA Winnipeg Chapter​
• Most utilized resource, expectation from Chapter etc.​

• Student and Sponsor membership tracking

• New platform allows seamless tracking of different membership types

AGM – IIBA Winnipeg Chapter 37

Membership – Goals 2017
• Increase awareness around Chapter membership

• Retain existing member and increase member participation

• Target : A 10 % increase in Chapter membership

• Drive to increase student membership

• Align further with international membership

• Action items from Annual membership survey with focus on

• Proactively encourage renewals
• Practitioner needs and meeting their expectations

AGM – IIBA Winnipeg Chapter 38

Professional Development

39
PD Goals (2016) Achieved
 Final promotion on certification of BABOK 2 and sunset

 Rollout materials for Certification on BABOK 3

 Study Groups on BABOK 2 & 3

 Chapter meetings featured Application workshops

 Held Spring Workshop on Stakeholder Engagement

 Successful BA World 2016 – Attendance growth

 Engaged public sector to embrace the BABOK

 Promoting the Role of a BA

 Certification Congratulations Event

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 Congratulations to Winnipeg’s newest BA
Knowledge Leaders!
 Flavia Guarnieri
 Sharan Savadattimath
 Kayli Garofalo 47 Certified Professionals in total
 Kevin Haines
 Tosanwumi Grey
16 New Certified Professionals in 2016
 Akinola Obiyemi
BABOK Certified - Winnipeg/ Manitoba
 Anthony Oguta
50
 Bruno Falcone 45

 James Fatoki 40
35
 Akindele Opoola 30 +50%!
 Grace Senangelo 25
20
 Lora Pickard 15
10
 Olusola, Otegbade
5
 Olayinka Ayanwale 0
2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017
 Jeremy Leduc Certified that year Total

 John Akpabio 42
PD Goals For 2017
 Continue promoting Certification on BABOK v3
Study groups (2 series for the year)
Target certification increase of 20%

 Awareness events / Promoting the Role of a BA

BizTek, other student bodies / events
Corporate Organizations
New Immigrant Centers (E.g. Manitoba Start)

 Spring Workshop (TBD)

May
Planning for 1-2 day session

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PD Goals For 2017 cont’d
 BA World 2017 Planning / Hosting another successful edition

 More PD-oriented events for Members

 Continue to engage the Manitoba BA Community to embrace the

BABOK

 Certification Celebration Event

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BABOK 3 Certification

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PD Workshop 2017!
• COMING SOON!

• How you can benefit from attending:

• You can earn between 8 and 16 PD hours and CDUs
• Gain proven Tips and Tricks you can use back at work

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BA WORLD 2017!
• SEPTEMBER 18 - 21

• How you can benefit from attending:

• You can earn up to 22 PD Hours and CDUs
• Learn from the best industry experts and your peers
• Connect easily with BAs and PMs across many industries
• Gain proven Tips and Tricks you can use back at work

AGM – IIBA Winnipeg Chapter 47

Sponsorship

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Thank You to Returning & New Sponsors
New!
G

G
O

O
LD

LD
G
O
LD

FRAME

Upgraded to…

Gold!

AGM – IIBA Winnipeg Chapter 49

Sponsorship – Achievements 2016
• Added 1 more Gold Sponsor

• Upgraded 1 sponsor from Silver to Gold

• Identified new Sponsor opportunities

• Managed Sponsor renewal process

• Measured success of Sponsorship activities

• Met with sponsors to discuss opportunities for improved relations

• Forged new corporate relationships at IIBA Winnipeg Job Fair

AGM – IIBA Winnipeg Chapter 50

Sponsorship – Goals 2017
• Work with sponsors to review and evolve our sponsorship
benefits

• Identify measures for success for these benefits early in the year
(Q2)

• Review the success of our benefits and sponsorship activities at

year end

• Retain existing sponsors and grow by 2

• Identify new sponsor opportunities

• Evolve relationship with sponsors to bring them closer to our

members for mutual growth and opportunity

AGM – IIBA Winnipeg Chapter 51

Thank You

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