Plexus Consulting Group    Success Stories

Society of Automotive Engineers (SAE)


Society of Automotive Engineers (SAE)
400 Commonwealth Dr
Warrendale, PA 15096-0001
724-776-4841
[www.sae.org]
Contact: Michelle Matchett, Manager of Academics & Toptecs


CEO: Rodica Baranescu
Budget: $70 Million
Staff Size: 400







Plexus Consulting Group, LLC
1620 Eye Street, NW
Suite 210
Washington, DC 20006
Phone:  202-785-8940
Fax:      202-785-8949
Email:   info@plexusconsulting.com


Vital Stats:

SAE's mission is to: advance the mobility community to serve humanity; improve the processes and systems for mobility product life cycles with a focus on total life cycle; and maintain a culture that fosters innovation, creativity, timely response to change, social responsibility, and user satisfaction with a focus on a better natural environment for the benefit of future generations.

The Challenge | The Solution | The Process | Unintended Consequences | Measurements & Results | Lessons Learned

The Challenge

How to help newly hired engineers and engineers in transition become productive more quickly?

SAE had identified a gap between the level of knowledge that engineers have coming into the workforce straight from college and the practical knowledge that they need in order to become productive in their new corporate roles. Transforming acquired academic knowledge into practical working knowledge poses a significant challenge to engineering professionals and their employers. How could SAE work to bridge the gap and make more engineers more productive more quickly?


The Solution

SAE created the award-winning Vehicle Noise Engineering Academies Program to bridge the gap that engineers too frequently encounter in transforming their "book learning" into practical working knowledge.

Over the years, SAE had found that typical on-the-job training was not sufficient to bring new engineers and engineers in transition up to speed to address the practical challenges posed in a hands-on corporate rather than a theoretical, academic environment. To address the challenge, the association pioneered an intensive, practical training program that leverages the Internet to take participants straight into the heart of their new business experience.

The Process

Development of SAE's Vehicle Noise Engineering Academies Program, which won ASAE's Education Excellence Award in 1999 and accommodates anywhere from 25 to a maximum of 30 participants, proceeded in the following phases. The pilot academy required about a year of development time to complete:

  • Needs assessment - survey & focus group (three-four months)
  • Input from industry experts
  • Program development - planning, design & format development (four months)
  • Curriculum development
  • Vendor sourcing
  • Practical content
  • Needs Assessment

In order to provide adequate, practical training to meet industry needs, SAE determined that participants would have to spend at least a week immersed in the professional education program. By looking at conference attendance and publication sales patterns, surveying members' tolerance toward intensive study programs, and convening a focus group of 12 vehicle noise experts to ask for their input, SAE decided to pioneer an intensive professional education program on the topic of vehicle noise engineering.

Industry Experts
Before designing the program, SAE wanted to hear from industry experts, who were in the best position to judge whether or not the concepts being floated were relevant to practical productivity. Also, SAE wanted to enlist a core group of industry gurus who would be able to provide lab tours and give course participants practical "show & tell" exposure to the engine parts they would ultimately be responsible for designing. In canvassing these experts, SAE determined that it would be impossible to provide all of the necessary training during a one-week period.

Planning, Design & Format Development: At this stage, SAE developed the conceptual framework for a three-part academy comprising the following elements:

  • Two-week "Pre-academy"
  • One-week live, intensive Academy
  • Post-academy case study

The pre-academy gives participants an opportunity to prepare for the intensive training program using an asynchronous, online calendar tool that enables them to work on a series of preparatory assignments. Pre-academy assignments enable participants to learn to use the online tool, to introduce themselves to each other using the bulletin board feature and to use the online tools to describe what it is they hope to gain from the program. As a result, they are able to establish camaraderie prior to beginning the academy. In addition, the lead instructor uses this opportunity to develop activities that build a common knowledge base among academy participants. An online test is administered at this stage to gauge participants' respective levels of competency so that everyone can be brought up to the same speed when the academy begins.

During the Academy, which involved significant logistical efforts and program coordination by SAE staff, participants gathered at Michigan's centrally located Eagle Crest Conference Center, where they were "well-fed and well-caffeineated" for a week of 12-14 hour days.

During the Post-academy case study, participants work through a "real life" case study drawn from the course material presented at the Academy. The participants, who come from a variety of different locations, work together on these cases as a virtual team. Upon completion, the cases are delivered in writing to the instructor pool and discussed via conference call. Upon completion, informal evaluations are issued.

Curriculum Development
SAE selected a lead instructor, who was an expert in the field and possessed a dynamic and engaging personality, to direct the curriculum design. Subsequently, the lead instructor was responsible for identifying co-instructors to support the academy program throughout each phase. Instructors are paid industry experts with academic experience and practical knowledge of industry research and development. Instructor teams meet in person and communicate via conference call and e-mail to develop the program. Then, SAE's developers meet with the instructors, bring them up to speed with the online learning system, and migrate the content onto the technology platform. Standardized templates for handout materials, which took about three months to prepare, are also prepared for each participant, and no textbooks are used.

Vendor Sourcing
SAE selected a technology vendor based on the following criteria: experience, flexibility and affordability. The focus group helped to determine the overall content requirements and based on the foregoing, SAE selected the "best fit" vendor.

Practical Content
Finally, SAE identifies noise control equipment suppliers to work with participants and provide practical, "hands-on" experiences such as tours, demonstrations and real-life applications to illustrate the course content.

Marketing, Promotion and Facilitation
SAE invested a significant amount of time in working with instructors and students to ensure smooth program delivery. Within 24 hours of the program launch, the association contacted every student and instructor. SAE's promotion and marketing effort began six to nine months prior to the academy, followed by an intensive promotional wave three to four months before the start date. Academy marketing tactics included:

  • Website promotion
  • Advance development of program agenda
  • Follow-up calls to prior attendees
  • Direct mail campaign to 20,000 engineers listed in the SAE database
  • Delivery of in-depth promotional materials to interested participants
  • Press releases
  • Advertising in industry magazines
  • Newsletter promotion to 80,000 members




Unintended Consequences

SAE uses the following questionnaires to evaluate the success of the Academy program:

  • Academy questionnaire
  • Post-academy questionnaire
  • On-the-job assessment

First, on completion of the live, one-week "classroom" segment, participants are asked to complete a questionnaire with qualitative and quantitative questions about the overall experience. They are also asked to evaluate the individual instructors. At the conclusion of the Post-academy case, they are asked to complete another evaluation, which focuses on the case problem, distance learning tools, pre-academy and post-academy experience, and seeks to identify whatever technical issues may have emerged, such as firewall problems, etc. Six months following the completion of the academy program, SAE sends a questionnaire to the supervisors of all participants to assess job performance improvement. The purpose of this last evaluation phase is to show how well students are applying their newfound knowledge in practice.

Amazingly, 95% of participants complete the post-academy case, which requires significant time and self-motivation. Those few participants who have scheduling constraints and are unable to complete the case inform the instructors, so there have been no 'deserters' to date.

The two academies held to date have received high praise from both corporate managers and staff engineers. The industry recognizes this award-winning professional development program as a premier product. Currently, SAE is working on the development of its fifth academy within a four-year period:

  • Vehicle Electronics (in progress)
  • Spark Ignition Engine Technology
  • Diesel Engine Technology
  • Vehicle Interior Noise
  • Power Train Noise


Measurements & Results

"We work hard to ensure we make our numbers."

The entrepreneurial mindset enabled SHRM to tap creative energies that a stagnant planning process would never have accommodated. For example, management found during one strategic planning session that 50% of the organization's accomplishments went successfully beyond the original budget. As a testament to this strong performance, the 230-person organization, which moved into a new, 80,000 square-foot building in July 1997, is working on completing its second 80,000 square-foot building.

Other key indicators of SHRM's success are:

  • $70 million in (projected 2000) annual revenues - - $6 million over budget
  • Drop in dues-based revenues from 45% in 1990 to 17% (forecast) in 2000
  • Double digit growth from 11% in 1993 to 23.4% in 1998 and 17% in 2000 (forecast)

SHRM's top strategic priority focused on membership growth, not as an end in itself but as a tool to achieve the vision of serving as the premier voice of the human resource profession worldwide. In order to manage growth, it had to be measured, and monthly budgetary discipline was integrated across all levels of the organization to ensure consistency of focus to meet this priority goal.
A symbiotic relationship emerged between membership growth and revenue growth. For example, as programs were put in place to boost membership, conference attendance increased, generating revenue above and beyond "sunk" conference costs, which increased only incrementally compared to non-dues revenues generated by an ever-increasing membership base.

"We do surveys. We ask, listen and respond."

SHRM tracks and measures its programs using:

  • Spreadsheet formats to gauge the success of new program initiatives.
  • Member satisfaction surveys.
  • Recruitment and retention surveys.

Initially, it was a challenge to develop spreadsheets to adequately measure the success of new program initiatives. Prior to 1990, budget and program disciplines were relegated to member "care and feeding." The focus had been to "keep the train running" and not to determine whether it was running in the right direction. SHRM management introduced metrics and financial analyses to measure the organization's efficiency. The new, results-oriented culture of financial discipline, as difficult as it was to implement at first, made all the difference.

Surveys have shown that members are pleased with the quality of SHRM's services and that the value of the $160 membership well exceeds the cost. Surveys show SHRM's recruitment and retention programs are working. More members join by "word of mouth" than by any other means. "People hear about us because members are happy."
Top-rated member services include:

  • HR Magazine
  • HR News
  • Award-winning website
  • SHRM Information Center (addresses some 80,000 inquiries annually)


Lessons Learned

The lesson that stands out most prominently from SAE's experience in developing the Noise Academy Program is that presentation is everything. Participants were somewhat bored by introductory presentations that focused on fundamental knowledge of "the basics" and wanted to jump right into the hands-on training piece. By moving the "exciting stuff" from day three to day one of the live session, SAE was able to energize the audience without losing any of the educational content. Beginning the course with practical, real-world applications made all the difference.