Annual General Meeting

November 25, 2015

UBC Robson Square

SPONSOR THANK YOU!

Thanks to UBC Continuing Education

We gratefully acknowledge your help in

supporting our AGM!

2015 AGM

AGENDA

• Thank you

• Summary of this year’s activities

• Executive reports

• Plans for next year

• Toastmasters for BAs

• Election of open Executive positions

• Welcome to our 2016 Executive

• Social Event – December 8th

2015 AGM

THANK YOU…

To the many people who made this year successful:

• Executive Members

• Andrew, Anna, Ben, Ching, Clair, Eunice, Harry, Jorge, Karthik, Li

• Sponsors

• Chapter Sponsor

• UBC Continuing Studies, Global Knowledge, Sierra Systems,

Diversified Business Communications (BA World),

ServiceNow, BC Liquor Distribution Branch

• All our volunteer speakers

• Other volunteers: Leonardo, John

• And importantly our members…

2015 AGM

KEY ACTIVITIES

• 10th anniversary celebration

• Active schedule of events and study group sessions

• Project World*Business Analyst World

• BABOK v3 promotion and information

• Vision and planning

• (Another) new website in the works!

• Connected with UK Chapter to learn about their

mentorship pilot program

• Continued relationship with other local professional

associations2015 AGM

10th ANNIVERSARY!

2015 AGM

CHAPTER EVENTS

2015 AGM

BABOK v3

2015 AGM

• Released April 2015

• Jorge and Paula hosted Chapter speaker event May

2015 to introduce new content, changes

• Jorge and Paula also gave presentation at BAWorld

• Bulk printed copy order - 35 copies at 40% off Amazon

price, all sold

CHAPTER VISION & STRATEGY

2015 AGM

• Led by Andrew Rose

• Informs our plans for 2016

• Focuses our efforts

The IIBA Vancouver Chapter is

a community-based

organization that provides

learning and social

opportunities for anyone who is

interested in business analysis

and who wants to be involved

with a recognized professional

association.

VP EVENTS

2015 – 10th Anniversary Year…

•8 Speaker Events (incl. AGM Speaker)

•1 Webinar

•2 Networking Events – Dinner Cruise and Bard on the Beach

•BA World Participation

•Holiday Social with partner Associations

2016 – A new VP and lots to come

•New topics, new speakers

•Return of Educational Workshops

•Possibility of Professional Development Day

•More Webinars 2015 AGM

VP PROF. DEVELOPMENT

• Supporting BA community with:

• 7 monthly study group sessions and one practice exam

• 3rd annual “Fill Out Your Application with Friends” session

• Plans for 2016:

• Continue to offer study group sessions

• Support transition to BABOK ® Guide version 3 and new

certifications2015 AGM

Certification Worldwide Canada BC Lower Mainland

CBAP® 5834 1001 77 61

Increase in 2015 1365 (30%) 226 (29%) 23 (42%) 18 (42%)

CCBA® 790 81 10 6

Increase in 2015 141 (22%) 21 (35%) 4 (67%) 3 (100%)

VP PROF. DEVELOPMENT

• Recent local CBAP® Recipients

• Congratulations to David Ghotbi, Sherry McMillan, D’Arcy

Nolan, Raj Rajakumar, Julian Rivero

• Scholarship Award

• Congratulations to D’Arcy Nolan, CBAP – our Chapter

scholarship recipient for 2015

• Chapter scholarship covers application and exam fees

related to the IIBA certification (CBAP® or CCBA®)

• Applications due by Oct 31st each year – info on Chapter

web-site

2015 AGM

VP PROF. DEVELOPMENT

• New IIBA Certifications planned for September 2016

• Level 1 - Entry level, exam only (no experience

component)

• Level 2 - 2 to 3 years experience plus exam, CCBA

equivalent

• Level 3 - 5+ years experience plus exam, CBAP

equivalent

• Level 4 - 15,000+ hours, assessment-based

• Exams transitioning to BABOK v3 mid-year 2016

2015 AGM

VP MEMBERSHIP

• Active members: 112, increase by about 4% from 2014.

(The goal was to increase membership by 20%.)

• Maintained current chapter membership records

• Provided the Board with monthly stats

• Responded to inquiries promptly

• Reminded members with expiring membership to renew,

as well as reminder letters

• Registered event attendees and verified membership

• Asked non-members to join at chapter events

2015 AGM

TREASURER

2015 AGM

VP MARKETING

• Managed marketing posters and brochures

• Worked with the board to create policies for student

involvement in chapter activities and job postings on

chapter website

• Assisted in representing IIBA Vancouver chapter at

BAWorld Conference 2015

• Managed and administered LinkedIn group memberships -

Increased group membership from 335 to 380 in one year

• Created and managed new Twitter account strategy for

the chapter

• Number of followers on Twitter - 752015 AGM

VP COMMUNICATIONS

• Continued the Chapter communications tasks from the

existing frameworks and foundation developed last year:

• Eventbrite - event management and analytics for events

• Ongoing use of Google applications (drive, calendar)

• Creation of Web improvement strategy - integration with

Social Media strategy (Twitter, LinkedIn)

• Ongoing Adherence to Canadian Anti-Spam Legislation.

• Migration to new website that will go-live soon

• Migrating from Kentico to an Open Source Platform -

blended functionality 2015 AGM

VP SPONSORSHIP

Chapter Sponsors: IT/IQ & Global Knowledge

Major Event Sponsors:

• Diversified Business Communication (BA World) for Summer Boat Cruise

• ServiceNow *NEW* for upcoming Holiday Social

• UBC Continuing Studies for the AGM venue & catering

Ongoing Sponsors:

• Global Knowledge & Sierra Systems for Study Group session venue

• Sierra System & BCLDB *NEW* for speaker event venues

Thanks everyone!

2015 AGM

VOLUNTEER COORDINATOR

Primary engagements this term:

• Improving volunteer contact list and capturing volunteer interests

• Creation of volunteer call-out notice

• Designing 10th Anniversary Chapter logo

• Compiling Chapter history gathered and creation of presentation

to celebrate 10th Anniversary

Goals for upcoming term:

• Developing volunteer management materials and program

• Creating volunteer incentive program

• Identifying and creating more volunteer areas in order to match

volunteers

2015 AGM

SECRETARY

• If a tree falls in the woods and nobody documents it, did it

really happen?

• Documenting meeting agendas and minutes.

• Surveys - Assembling and communicating.

• Investigate decision and action item documenting

strategies/tools.

• Assist with other board portfolios as required.

• Event Survey

• https://www.surveymonkey.com/r/IIBAVanNov15

2015 AGM

PRESIDENT

• Keeping up-to-date on IIBA International activities and

initiatives, and understanding how they impact the Chapter

• Supporting other Board members

• Liaising with IIBA International and other IIBA Chapters

• Recruiting new Board members and coordinating transition

• Planning workshop with Roger for early 2016

• Please vote after Roger’s presentation for the topic(s)

you are most interested in and most likely to attend

2015 AGM

PLANNED FOR 2016

• Implementing initiatives aligned with strategy and vision

• Exploring Toastmasters for BAs

• New IIBA certifications

• Improving events offered and website content

• Exploring mentoring program; IIBA International is also

developing a mentoring program

2015 AGM

TOASTMASTERS PROPOSAL

• Established in 1924

• 15,400 clubs worldwide, 332,000+ members

• Two districts in BC ( 96 & 21), 350+ Clubs in BC

• Skills learned

• Public speaking, Listening

• Mentorship, Leadership

• Safe place to make mistakes and learn

• Peer evaluation

• Self-paced program

2015 AGM

TOASTMASTERS PROPOSAL

• For recertification process

• IIBA recognizes Toastmasters within Category 2:

Professional Development, Other Events (Max of 30

CDUs per cycle)

• Speaker, 1 CDU per speech

• Evaluator, 1 CDU per evaluation

2015 AGM

ELECTION

VP Communications

VP Events

VP Marketing

VP Membership

VP Sponsorship

2015 AGM

Vanshika Bobal

Leonardo Arbelaez, CBAP

David Ghotbi, CBAP

Priyanka Agrawal, CBAP

Eunice MacCharles (returning)

OUR 2016 EXECUTIVE

• President Paula Lippert, CBAP

• Secretary Andrew Rose

• Treasurer Ching Chen

• VP Communications Vanshika Bobal

• VP Events Leonardo Arbelaez, CBAP

• VP Marketing David Ghotbi, CBAP

• VP Membership Priyanka Agrawal, CBAP

• VP Professional Development Jorge Vega, CBAP

• VP Sponsorship Eunice MacCharles

• Volunteer Coordinator Harry Wong

2015 AGM

2015 HOLIDAY SOCIAL

• Tuesday, December

8th, 6:00 pm

• Steamworks

(Gastown)

• $10 members; $20

non-members

• Awesome door prizes!

• Complimentary

appetizers and first

drink; cash bar

2015 AGM

WRAP UP

• Any questions?

• Thanks for attending our AGM

• Please remember to vote for preferred workshop(s)

2015 AGM