This document discusses potential opportunities for the Instrumentation, Systems, and Automation Society (ISA) to become involved in the shale gas industry in North America. It proposes a 9-step process for ISA to explore one such opportunity around workforce development and education/training. The steps include developing an ISA value proposition customized for shale gas, assessing market opportunities in 3 shale basins, meeting with key regional stakeholders, and determining a champion within ISA to pursue an initial deal. The overall aim is to leverage ISA's expertise in educational standards and training to help accelerate workforce development for the shale gas industry through partnerships with regional organizations, oil and gas companies, and community colleges.

1. A Jumpstart-1 Possibility:
Shale Gas Opportunities for ISA
in North America
In Support of ISA Executive Board:
A Planning Mini-Workshop Session with
Primer developed for ISA Executive Board
Jan 25th-26th, 2014 Greensboro, NC
Reference Sources: Jumpstart_ShaleGasOppt_ISAExecBoard_Jan25-26_2014bnn.ppt

2. Let’s build on our mini-workshop session
from Nashville ISA Fall Leader’s Meeting
 What-If Scenario for just one Business & Market Opportunity for
future ISA Revenue Opportunity:
Shale Gas & Oil Unconventional Investments next 20 years
 Explored what Strategic Business Opportunity Attractiveness
Matrix Analysis might look like

Suggested Ideas for a Process to Identify & Assess Next Waves of
Opportunities
 Let’s now explore as a brainstorming planning exercise how ISA
could take the next steps for this Opportunity … a deeper-dive
[File Name or Event]
Emerson Confidential
27-Jun-01, Slide 2

3. ISA Incoming President Perspectives for 2014:
From: Peggie Koon communications to Billy Bennett & NN, Dec 2013
 “The Summit in January should be all about:




Helping us identify, execute, and measure new revenue streams;
New ways to extend our ISA brand;
Enhance our ISA value proposition;
And/or to engage new audiences or grow membership”
 “Let’s determine a couple of objectives/goals that
the whole Society can work on throughout the
year 2014 …
 We would then identify champions who will own each objective;
 Decide how these translate across the various entities in ISA into
operational and tactical goals, so each group has specific tasks to go do,
and;
 Determine how success will be measured;
 We’ll want to set expectations for work that should occur between now
and June as well as expected report outs.”
[File Name or Event]
Emerson Confidential
27-Jun-01, Slide 3

4. Now I plan to build upon and leverage
Peggie’s Jump Start 2013 Sessions …

Current ISA Value
Proposition

Future Perspectives

ISA Strategic Index
– Opportunity Attractiveness vs
ISA Business Strengths
[File Name or Event]
Emerson Confidential
27-Jun-01, Slide 4

5. How Shale Gas Opportunity could
support ISA Current Value Proposition
[File Name or Event]
Emerson Confidential
27-Jun-01, Slide 5

6. How Shale Gas Opportunity could
support ISA Future Value Proposition
[File Name or Event]
Emerson Confidential
27-Jun-01, Slide 6

7. How Shale Gas Opportunity could map
into ISA Next Gen Strategic Index
[File Name or Event]
Emerson Confidential
27-Jun-01, Slide 7

8. Let’s now do a deeper dive into Action
Steps for this Business Opportunity …



Specific 9 steps & actions that could be
pursued by ISA Sections, Divisions, and
HQ Staff collaborations
Initial thoughts on how this Opportunity
translates into operations & tactical
specific steps for each of the ISA
Society organizational entities
Proposed metrics on how we could
measure progress & success, moving
ahead into 2014-2015
[File Name or Event]
Emerson Confidential
27-Jun-01, Slide 8

9. Navigational Flow-Chart of the 9 Steps
Create ISA Value
Proposition
Create ISA Business
Deal Framework
Customized for this
Opportunity
(1-2 PPTs)
Hi-level Market Oppt
Assessment:
For 3 Basin Plays
initially
(1-2 PPTs)
Contd
from
above
Contd
from
above
Face-to-face Fact
Finding meetings with
key players in Shale
Basin pilot org.
Create ISA Business
Oppt Attractiveness
matrix vs ISA Strengths
Additional face-to-face
meetings with other key
players in Pilot Basin
Org structure
Determine who best
Champion in ISA to lead,
structure and close 1st
deal
Roll out 1st successful
deal in Shale Basin pilot
and Celebrate
Replicate, accelerate, &
execute next X deals in
North America
[File Name or Event]
Emerson Confidential
27-Jun-01, Slide 9

10. Navigational Flow-Chart of the 9 Steps
Create ISA Value
Proposition
Create ISA Business
Deal Framework
Customized for this
Opportunity
(1-2 PPTs)
Hi-level Market Oppt
Assessment:
For 3 Basin Plays
initially
(1-2 PPTs)
Contd
from
above
Contd
from
above
Face-to-face Fact
Finding meetings with
key players in Shale
Basin pilot org.
Create ISA Business
Oppt Attractiveness
matrix vs ISA Strengths
Additional face-to-face
meetings with other key
players in Pilot Basin
Org structure
Determine who best
Champion in ISA to lead,
structure and close 1st
deal
Roll out 1st successful
deal in Shale Basin pilot
and Celebrate
Replicate, accelerate, &
execute next X deals in
North America
[File Name or Event]
Emerson Confidential
27-Jun-01, Slide 10

11. Capital Investment: $3.17 Trillion in 20102035 (per I.H.S. for Unconventional Gas Investments)
[File Name or Event]
Source: I.H.S. Report: The Economic Contributions of Unconventional Gas Development in State Economies, Dec 2012 & June 2012. Infrastructure
Emerson Confidential
Capital 27-Jun-01, Slide 11 are only for those immediate infrastructures supporting the Upstream E&P CapEx.
Expenditures above

12. There Are Many Gas & Tight Oil Plays In NA
[File Name or Event]
Emerson Confidential
27-Jun-01, Slide 12

13. 3 Basins prioritized by:
 Large O&G potential
recoverable resources
 Hi degree of CapEx
Investment spending
 Hi degree of future
employment
contribution
 Good synergy with ISA
local membership
strengths to be
leveraged
 Have Consortium or
Coalitions already
working, incl
Community Colleges

14. NA Shale Plays with Major O&G Operators
Oil
14
Natural Gas
NGL
Source: KBR

15. Top Shale Basin Plays Ranking
Source: EIA*
Name of Shale
Gas Plays and
Shale Oil Plays
Geographical
Extent of
Play
Technical
Recoverable
Resources Potential
Gas at TCF (Terra
Cubic Feet)
Technical
Recoverable
Resources Potential
Oil at BBO (Billions
of Barrels Oil)
Area (square
miles)
Leased
Area (square
miles)
UnLeased (i.e.
Future Potential)
Marcellus**
PA, WV,
Ohio
410.34
---
10,622
84,271
Haynesville
TX, LA
74.74
---
3,574
5,426
Barnett
TX
43.38
---
4,075
2,383
Eagle Ford**
TX
20.81
3.35
4,413
---
Bakken**
ND, Montana
---
3.59
6,522
---
Monterey
Santos
CA
---
15.42
1,752
---
~ 50 other
remaining Gas, Oil
& Liquids Plays in
U.S.
All over
(see Map)
750.38
23.94
160,413
136,081
Total Lower 48
U.S.
[File Name or Event]
Source: EIA, U.S. Energy Information Administration, U.S. Dept of Energy, www.eia.gov, Review of Emerging Resources: U.S. Shale Gas and Shale oil
Emerson Confidential
Plays 27-Jun-01, Slide 15

16. Shale Basin Employment Contributions
(from I.H.S. Vol 1, June 2012)
3 Basins employment impact:
 In 2015, 793,000 are forecasted
 In 2035, 1,654,000 are forecasted
[File Name or Event]
Emerson Confidential
27-Jun-01, Slide 16

17. Shale Basin CapEx (from I.H.S. Vol 1, June 2012)
3 Basins CapEx $ spend:
 In 2020: $76,280,400,000 (@ 68% of U.S.
Totals of $110.6 Billion) are forecasted
 In 2025 : $85,229,300,000 (@ 70% of U.S.
Totals of $122.7 Billion) are forecasted
[File Name or Event]
Emerson Confidential
27-Jun-01, Slide 17

18. Shale Basin CapEx (from I.H.S. Vol 1, June 2012)
3 Basins CapEx $ spend:
 In 2020: $76,280,400,000 (@ 68% of U.S. Totals of
$110.6 Billion) are forecasted
 In 2025 : $85,229,300,000 (@ 70% of U.S. Totals of
[File Name or Event]
Emerson Confidential
$122.7 Billion) are forecasted
27-Jun-01, Slide 18

19. Navigational Flow-Chart of the 9 Steps
Create ISA Value
Proposition
Create ISA Business
Deal Framework
Customized for this
Opportunity
(1-2 PPTs)
Hi-level Market Oppt
Assessment:
For 3 Basin Plays
initially
(1-2 PPTs)
Contd
from
above
Contd
from
above
Face-to-face Fact
Finding meetings with
key players in Shale
Basin pilot org.
Create ISA Business
Oppt Attractiveness
matrix vs ISA Strengths
Additional face-to-face
meetings with other key
players in Pilot Basin
Org structure
Determine who best
Champion in ISA to lead,
structure and close 1st
deal
Roll out 1st successful
deal in Shale Basin pilot
and Celebrate
Replicate, accelerate, &
execute next X deals in
North America
[File Name or Event]
Emerson Confidential
27-Jun-01, Slide 19

20. Ideas for Specific Steps & Actions that could be
pursued by ISA Sections, Divisions, & HQ Staff
Suggested Steps for Shale Gas Opportunity:
# 1: Create 2-3 PPTs describing the customized Shale Gas
opportunity ISA Value Proposition for this Shale Gas
Business Opportunity.
 Working assumptions to Jump-start: From our initial research into the
Marcellus Shale Gas Consortium & the Eagle Ford Coalition organizations
… a major need and focus is on Workforce Development, Education &
Training with Content supporting the Oil & Gas Company partners in
collaboration with Regional Community Colleges in the Regions to
accelerate your business objectives in Work force Development with your
Partners & Community Colleges in the region
# 2: Create 1 PPT describing the ISA business Framework for
a desired perfect deal that could be structured with the
Regional Coalitions/Consortium Chairmen/Presidents of
these Shale Gas regional organizations and entities
# 3: Conduct high-level market opportunity assessment
(leverage attached “Shale Gas Primer”) for each of 3 Shale basin
Plays in North America (Marcellus, Eagle Ford, Bakken).

Develop simple list of survey questions to ask the Chairman or President
of the Coalitions or Consortiums to probe on their Needs, Workforce
Development, their Objectives & Goals, their O&G Partner structure,
relationships with Community Colleges in the Region;
 Explore their receptivity to the ISA Value Proposition;
 Have them recommend who else your could talk to in the Region at the
Oil & Gas Companies (Director HR focused on Education & Training) and
[File Name or Event]
community
Emerson Confidential Colleges Technical programs (Chancellors).
27-Jun-01, Slide 20
Example of Deliverables:

21. ISA Value Proposition for Shale Gas
Opportunity in Your Region

ISA can help accelerate and enhance your
Workforce Development through collaborative
partnerships with:
– Your regional Oil & Gas Companies;
– Your regional Affiliates;
– Your regional Community Colleges;
– Your regional Economic Development Partners

We accelerate by leveraging from ISA expertise in:
Educational & Training, certification standards,
skills, experiences, talents and ISA brand
reputation
[File Name or Event]
Emerson Confidential
27-Jun-01, Slide 21

22. Tag-teaming to Jump Start the process …




[File Name or Event]
Emerson Confidential
27-Jun-01, Slide 22
Tag-teaming with Tim
Feldman:
Document ISA past
successes with Community
Colleges in area of
Education & Training
Essence of the 3 Deals:
ISA Value Proposition,
other Partners (AF),
incremental revenue
streams, other tangible and
intangible benefits
New request for Red River
Shale Basin in Bakken
Regional Play
Ideal Framework Model of
what ISA would love to see
as a “future deal”

23. ISA Desired Perfect Deal for Shale
Gas Opportunity in Your Region

With Chairman/President of Shale Gas Coalitions
or Consortiums

With regional Oil & Gas Companies

With regional Community Colleges

With regional Affiliates

With regional Economic Development
organizations



[File Name or Event]
Emerson Confidential
27-Jun-01, Slide 23

Tag-teaming with Tim Feldman:
Document ISA past successes with Community Colleges in area of Education &
Training
Essence of the 3 Deals: ISA Value Proposition, other Partners (AF), incremental
revenue streams, other tangible and intangible benefits
New request for Red River Shale Basin in Bakken Regional Play
Ideal Framework Model of what ISA would love to see as a “future deal”

24. Tag-teaming to Jump Start the process …
Cut/Paste NN Marcellus
Org Structure chart here
from “Primer”
 Face-to-face Fact
Finding Visits and
Meetings in
Marcellus Shale
Basin Region with
Key Players
[File Name or Event]
Emerson Confidential
27-Jun-01, Slide 24
 See draft template in
NN Primer

25. Ideas for Specific Steps & Actions that could be
pursued by ISA Sections, divisions, & HQ Staff
Suggested Steps for Shale Gas Opportunity:
Example of Deliverables:
# 4: From Step # 3, Identify Chairman or President of Top 3
basin coalitions or Consortiums. Set up face-to-face
meetings with Chairman to dive deeper on fact finding visits.
Perhaps spend 2-3 days in Region with Qs & As.
 Develop additional list of survey questions to ask the Chairman or President of
the Coalitions or Consortiums to probe on their Needs, Workforce Development,
their Objectives & Goals, their O&G Partner structure, relationships with
Community Colleges in the Region;
 Explore their receptivity to the ISA Value Proposition;
 Have them recommend who else your could talk to in the Region at the Oil &
Gas Companies (Director HR focused on Education & Training) and community
Colleges Technical programs (Chancellors).
# 5: Use findings from Step # 4 to develop a Business
Opportunity Attractiveness Matrix vs ISA Value Proposition.

Apply Peggie’s 9 metrics on Business Opportunity attractiveness vs 16 metrics
of ISA value Proposition. Overlay opportunity for ISA future Revenue streams.
# 6: With Guidance by ISA HQ Staff, use and leverage local
ISA Sections relationships in the specific regions to
collaborate with additional face-to-face meetings with the
Shale Basin organizational structures (i.e. Marcellus, Eagle Ford,
Bakken).

Leverage the Shale Basin Primer and the initial working draft of the Shale
Basin Organizational Structure with the Key Players Mapping;
 Explore their receptivity to the ISA Value Proposition;
 Have them recommend who else your could talk to in the Region at the Oil &
[File Name or Event]
Gas Companies (Director HR focused on Education & Training) and
Emerson Confidential
community
27-Jun-01, Slide 25 Colleges Technical programs (Chancellors).
Cut/paste NN
Draft of Shale Basin Org
Structure in “Primer”

26. Ideas for Specific Steps & Actions that could be
pursued by ISA Sections, divisions, & HQ Staff
Suggested Steps for Shale Gas Opportunity:
Example of Deliverables:
# 7: From Steps # 4-6, determine who is the best Champion
within the ISA organization to structure the Sales & Marketing
approach and actions required to “close a deal” with the
specific Shale Gas Regional entities.
Cut/paste NN
Draft of Shale Basin org
Structure from “Primer”
 Suggest select individual with good Business Development skills and experience;
 Initially target Chairman or President of the Coalition or Consortium in the
Marcellus, Eagle Ford and Bakken basins;
 Sell them on the ISA Value Proposition;
 Use them as an Advisor on how to “close the deal” with other entities in the
Coalition or Consortium. Do they have the ultimate Authority to close the deal?
Meet with key Community College Chairman of Automation Technology
curriculum and potential O&G partners in the Area to get their participation.
# 8: Roll out the 1st successful “Deal” … Celebrate!
# 9: Using lessons learned from 1st deal … structure 2nd deal
with another Shale Basin Coalition Chairman or President …
then continue to other Top 7+ Basins in North America.

Using lessons learned, simplify Steps #1-8 to see how the process can be
accelerated;
 Replicate for as many more Shale Basins in North America that makes good
business sense for ISA Management;
 In 5-7 years, after observing how the Shale Gas & Oil Basin technology is being
leveraged in International World Regions … decide if it makes sense for ISA to
go Global with this Shale Gas & Oil initiative to other World Regions …
[File Name or Event]
leveraging the
Emerson Confidential ISA Global Brand plus the experiences learned in North America.
27-Jun-01, Slide 26
Cut/paste NN
Download of Marcellus Shale
Coalition web page

27. Initial Thoughts on how this translates into Operational &
Tactical Next Steps for each ISA entity
Steps in this Opportunity
Development
Who Would be
Involved in this
Step?
Who is Passionate to
be Champion/Leader
of this Step?
Due Date for
Deliverable
Draft? Report
Outs?
Accelerated Review
by ISA Leadership
Board with Go/No Go
to Next Step?
# 1: Create 2-3 PPTs for ISA Value
Proposition for Shale Gas Oppt.
ISA HQ Staff with
Regional Sections
and Divisions input
TBD
TBD
TBD
# 2: Create 1-2 PPTs on ISA
Business Framework for perfect deal
to Partners, Community Colleges,
Regional Coalition Chairman
ISA HQ Staff with
Regional Sections
and Divisions input
TBD
TBD
TBD
# 3: Hi-level Market Oppt
assessment in 3 Basin Plays
(Marcellus, Eagle Ford, Bakken)
ISA HQ Staff with
Regional Sections
and Divisions input
TBD
TBD
TBD
# 4: Face-to-face meetings with
Chairmen in 1st Regional Shale
Basin to assess opportunities
ISA HQ Staff with
Regional Sections
and Divisions input
TBD
TBD
TBD
# 5: ISA Business Oppt
Attractiveness Matrix
ISA HQ Staff
TBD
TBD
TBD
# 6: Additional face-to-face meetings
with other key organizational players
in the Shale Basin region
ISA HQ Staff with
Regional Sections
and Divisions input
TBD
TBD
TBD
# 7: Determine who best Champion
is in ISA organization to structure and
close a deal
TBD
TBD
TBD
TBD
# 8: Roll out 1st successful deal
TBD
TBD
TBD
TBD
#9: Replicate, accelerate, and
execute next x deals in North
America
[File Name or Event]
TBD
TBD
TBD
TBD
Emerson Confidential
27-Jun-01, Slide 27

28. Suggested Ideas for a Process to
Identify & Assess Next Waves
“Casting the Net”
Identification of
Future
Opportunities
Gas
Shale
Screening &
Prioritization with
Opportunity Potential $
Downstream
Industries
Shale Impact
Local ISA
Sections
Top 5
Trends
Shale
Liquids
Gas
Shale
Strategic
Partners
Pipelines
Auto
Manufacturers
Talk to Thought Leaders
& Potential Partners @
Oppt & ISA Value
Proposition
Comm
Colleges
Action Plans &
Investments &
Pilots
Roll-out &
Launch &
Tweaks
Gas
Shale
Strategic
Partners
Comm
Colleges
LNG
Gas
To
Liquids
Food
&
Beverage
Power
Conversions
Coal to
Nat Gas
Pharma
Mining
Artic
O&G
Comm
Colleges
Nanotech Biotech
Stage
[File Name or Event]Go/No Go to
Emerson ConfidentialNext Stage
1
27-Jun-01, Slide 28
Stage
2
Go/No Go to
Next Stage
Stage
3
Go/No Go to
Next Stage
Stage
4
Go/No Go to
Next Stage
Stage
5

29. Jumpstart-2:
Shale Gas Business Primer in
North America
In Support of ISA Executive Board:
A Planning Mini-Workshop Session with ISA
Executive Board
Jan 25th-26th, 2014 Greensboro, NC
Reference Sources: Jumpstart2_ShaleGasPrimer_ISAExecBoard_Jan25-26_2014bnn.ppt

30. Example of Eagle Ford Consortium Org
Structure (@ www.eaglefordconsortium.org/committees/
ISA Business Opportunity
Education & Workforce Development:
Composed of educational institutions, school districts,
workforce development and recruitment organizations.
This group focuses on current & future workforce
education needs and works closely with local high
schools, community colleges & universities.
Education &
Workforce
Community Investment:
Composed of land owners,
company philanthropy
departments and foundations, and
others willing to invest in the Eagle
Ford Region. This group focuses
efforts on creating partnerships to
maximize investments into the
region and for worthwhile projects
of value to communities.
Community
Investment
Industry:
Composed of producers, service
companies and industry associations. This
group works closely with all other
committees to forecast current and future
labor needs, skill sets that will be required
and educating the public on the oil and gas
[File Name or Event]
industry in the region.
Emerson Confidential
27-Jun-01, Slide 30
Industry
Eagle Ford
Consortium*
Infrastructure &
Natural
Resources
Community &
Economic
Development
*Steering Committee:
The Eagle Ford Steering
Committee is composed
of a Chairman, Vice
Chairman and Co-Chairs
from each of the six
Subcommittees above
Infrastructure & Natural Resources:
Composed of elected officials, utility companies,
land owners, housing related entities and those
involved with natural resources. This group
focuses on matters related to development and
maintenance of community infrastructure and
good stewardship of resources.
Community & Economic Development:
Composed of chambers of commerce, economic
development groups, small business development
centers and organizations dealing with social
services. This group focuses on coordinating and
implementing efforts between groups, identifying
gaps and improvements areas for economic
progress, so as to maximize the benefits from the
Eagle Ford Shale development.

31. Marcellus Shale Coalition (MSC) Org Structure
(@ www.marcelluscoalition.org/about
Gas & Oil
Companies
Investing in
that Specific
Region
HQ Staff
Affiliates in
MSC Coalition
Region
(called Associate
Members @ ~220+)
Additional
Companies that
prosper as result
of O&G
Investment in
Marcellus
Major ones:
•
•
•
•
Chesapeake
Range Resources
Dominion
Talisman
Atlas Energy
EOG
•
•
•
•
[File Name or Event]
Emerson Confidential
27-Jun-01, Slide 31
•
•
•
Water and water
treatment
•
Specialty Chemicals
•
Engineering &
Construction
Services
Chemicals
•
Power Utilities
•
Pipelines
Rail transportation
•
•
Transportation
(Trucking, Rail)
Downstream Industries & Companies
feeding the Gas & Oil Companies:
•
•
•
•
(called Board
Members @ ~45+)
Executive
Board
Upstream
Industries &
Companies
feeding the Gas &
Oil Companies
Examples:
Services
Community Colleges :
Education & Training for 1 & 2 yr degrees. Major Colleges mentioned:
Community & Technical College System of West Virginia
Pierpoint Community & Technical College in Fairmont
Northern West Virginia Community & Tech College in Wheeling, Weirton,
New Martinsville, WV
Penn College and WCCC (Westmoreland County CC) in PA are hubs for
Marcellus, $4.9M grant from U.S. Dept of Labor
Community College of Allegheny County (CCAC) and Butler County
Community College in PA partnering with Career Link to identify jobs

32. Community Colleges in PA, WV, Ohio
• Navarro Community
College
• Pennsylvania
College of
Technology
• Stark State College
• Penn College in
Williamsport
• Community & Technical College System of WV
• Northern WV Community & Tech College (Wheeling,
Weirton, or Event]
[File Name New Martinsville)
Emerson Confidential
Ones mentioned in Press Releases of various web searches in Marcellus Region @ Shale Gas development
27-Jun-01, Slide 32

33. All have Instrumentation content …
[File Name or Event]
Emerson Confidential
27-Jun-01, Slide 33

34. Face-to-face Fact Finding Visits and
Meetings in Marcellus Shale Basin Region
Objectives of what are we trying to find out?
Whom Specifically should be met
& interviewed for fact findings?
Explain nature of the Marcellus Shale Coalition (MSC) organization; top 3-5
key players in the Oil & Gas industry in region with specific names of
contacts at each O&G Company; how is Coalition funded; top Board
Members; top 2-3 players in Support industry, such as Halliburton; top 2-3
Community Colleges involved in Work force development and training and
contact names.
• President, Marcellus Shale Coalition, Dave
Spigelmyer, 412.706.5160, 24 Summit Park Dr.,
Pittsburg, PA
• CEO of MSC Shale Coalition, Kathryn Klaber
Meet with VPs of Operations or VP of HR of the top 3-5 key Oil & Gas
companies (Range Resources, XTO, others). Find out their major
challenge and workforce development needs in future. Also explore how
they fund the Coalition discretely. Recommendations of who at Community
Colleges we should be working with.
• K. Scott Roy, Chairman MSC Exec Board, VP
Range Resources
• Karen Matusic, XTO Energy
• Barb Sexton, Chesapeake Energy Corp
• Others above would recommend
Meet with Chancellors or VPs of Community Colleges in the area, that
already have programs underway, to understand their specific Automation
Technologist training curriculum and programs. Explore future needs and
their receptivity to the ISA Value Proposition.
• Penn College in Williamsport
• Westmoreland County Community College in PA
• James Skidmore, Chancellor of Community &
Technical College System of West Virginia
• Others in ShaleNet.org would recommend
Meet with any of the Economic Development Councils in the Region that
might have access to either Federal grant funding programs, example
Department of Labor, or State grant funding programs, designated by the
Governor of the State for Workforce Development.
• Allegheny Conference on Community
Development
• Community Outreach Managers (4) on
Marcellus Shale Coalition Staff
• Others that Dave would recommend and refer us to
i.e. his Community Outreach Managers (4 in MSC)
Optional … for those other Community Colleges in the Region that do not have
Automation Technologist programs already in place … meet with Chancellors or VPs
in those Colleges to explore their future needs and ISA Value Proposition to
accelerate their certifications and program development for their future revenues..
• See NN list of Community Colleges in the
Primer for PA, WV, & Ohio for Marcellus Shale
Coalition Region
Summarize all the above and overlay to the ISA Value Proposition to determine what
[File Name or Event]
the ISA future business opportunity might be in the Marcellus Shale Region
• Champion assigned within ISA organization to
lead this Initiative
Emerson Confidential
27-Jun-01, Slide 34

35. Let’s run this Shale Gas Opportunity
through filter of: Peggie’s Roadmap 6 Metrics
[File Name or Event]
Emerson Confidential
27-Jun-01, Slide 35

36. Let’s run this Shale Gas Opportunity
through filter of: Peggie’s Roadmap 6 Metrics
What does this look like if we
decided as a “whole” Society to
focus on one or two things?
Initial Ideas & Thoughts:
How might we operate differently?
 Could offer opportunity to develop a customized ISA Value
Proposition specifically tailored for Targeted Entities and a
Target Strategic business opportunity, i.e. Shale Gas & Oil
Education & Training partnership with Regional Consortiums.
With whom might we collaborate?
 Chairmen/CEOs of Shale Basin Coalitions/Consortiums
 O&G Company VPs of Operations & Directors of HR/Education
 Community Colleges Chancellors/VPs for 2-yr Automation
Professionals Curriculum & Programs
 Local ISA Sections
How might we innovate?
 Focus on Customized Value Proposition for Target Entities
 New Innovation in ISA Partnership Deal Making acumen and
Business Development skills
 Creative new Intimate involvement with Local Sections and
Regional Industry Divisions working closely with HQ Staff
How might this affect ISA value
Proposition?
 See NN’s overlay to Current & Future ISA Value
How might this affect ISA
membership?
 In 2020, I.H.S. estimates employment contribution of Shale Gas
& Oil in U.S. will be ~1,663,000. Working assumption:
Assume automation professionals will be 7% of this @
~116,400.
 How many of these could ISA capture with new membership?
[File Name or Event]
Emerson Confidential
27-Jun-01, Slide 36

37. 5-Yr Opportunity Attractiveness $Millions 2014-2019
Strategic Business Opportunities
Attractiveness Matrix Analysis
$3.0
Sector
Attractiveness: to
Opportunity A
ISA for future
Revenue Streams
• Total global size of
sector next 5 yrs
cumulative ($M)
• Growth trend CAGR
next 5 yrs
• Strength ISA value-add
vs customer choices
for substitutes
• Investment needs
• Risk Factor of sector
$2.0
Opportunity D
$1.0
ISA Value
Proposition i.e. ISA
Business Strengths
Opportunity H
$0.0
0
Low
1
2
3
4
5
6
7
8
9
10
Hi
ISA Value Proposition (aka ISA Business Strengths)
• Degree of Product &
Services Fit today
• Existing Relationships
• Current Strength of
Coverage with
Resources
• Geographical alignment
& presence
• Existing Partnerships

38. Navigational Flow-Chart of the 9 Steps
Create ISA Value
Proposition
Create ISA Business
Deal Framework
Customized for this
Opportunity
(1-2 PPTs)
Hi-level Market Oppt
Assessment:
For 3 Basin Plays
initially
(1-2 PPTs)
Contd
from
above
Contd
from
above
Face-to-face Fact
Finding meetings with
key players in Shale
Basin pilot org.
Create ISA Business
Oppt Attractiveness
matrix vs ISA Strengths
Additional face-to-face
meetings with other key
players in Pilot Basin
Org structure
Determine who best
Champion in ISA to lead,
structure and close 1st
deal
Roll out 1st successful
deal in Shale Basin pilot
and Celebrate
Replicate, accelerate, &
execute next X deals in
North America
[File Name or Event]
Emerson Confidential
27-Jun-01, Slide 38

39. So … where does
this Group want to
go next with this
Business
Opportunity?
[File Name or Event]
Emerson Confidential
27-Jun-01, Slide 39

40. A Jumpstart-1 Possibility:
Shale Gas Opportunities for ISA
in North America
In Support of ISA Executive Board:
A Planning Mini-Workshop Session with
Primer developed for ISA Executive Board
Jan 25th-26th, 2014 Greensboro, NC
Thank you …
Any Questions?
Reference Sources: Jumpstart_ShaleGasOppt_ISAExecBoard_Jan25-26_2014bnn.ppt

41. Shale Oil and Gas --- Global Opportunities

NA as the model

World Area overview

NA sales strategy

Production Optimization

Who’s next?
Technically Recoverable Resource
Shale gas 7,299 trillion cubic feet
Shale/ tight oil 345 billion barrels
Shale Oil & Gas is not unique to North America, but differing geologies, politics
and infrastructure will make it more difficult to produce in all known formations.
Source: United States basins from U.S. Energy Information Administration and United States Geological Survey; other basins based on data from various published studies.