MRM Region 2010 Leadership Conference Northern Colorado Chapter

1. MRM Region 2010 Leadership Conference Northern Colorado Chapter

2. Chapter Membership • 2009-2010 Chapter President: Michelle Becker • # of Members – Beginning of Year: 52 • Current # of Members: 48 • Chapter Size Category: Mid • Membership Goal for 2009-2010: To keep our current membership, but try and grow. • Recruiting and Contacting – methods: E-Mail, speaking during educational events on the importance of ARMA membership, and serving on the Board. • Chapter volunteers – recruiting, involvement (activities): None • What months and day of the month do you hold educational meetings: Tried for every 2nd Wednesday of the month, However, sometimes we needed to accommodate the speaker’s schedule as well. • Methods of communicating with members: Mostly E-Mail, sometimes phone calls.

3. Board of Directors • # of Members:7 • Types of Positions:President, VP, Treasurer, Secretary, Members-At-Large • Meetings:Meetings were held the 2nd Wednesday of each month along with our Educational Sessions. • What was Good about your BOD:We had a couple new members, which brought some new ideas for our Chapter. We also work well as a team to get the job done. • What Challenges did your BOD face: Attendance was low, and some members did not receive company support, so they were unable to renew their membership.

4. September 2009 • Meeting Date: September 15, 2009 • Time of Day: 3:30 – 5 pm • Attendance #’s: 27 Attendees, 9 Non-Members • Topic: Selling Yourself to Senior Management • Speaker: Doug Allen, ARMA International President • Comments: This was a well attended presentation, as is all of times we are able to have the ARMA Int’l President come and speak. It is always good to hear what ARMA is doing for it’s members and how we can help ourselves within our own careers.

5. October 2009 • Meeting Date: October 22, 2009 • Time of Day: 3:30 – 5 pm • Attendance #’s: 23/ 7Non-Members • Topic: Getting Things Done • Speaker: Polly Havins • Comments: Although not strictly a records management topic, this session was well attended and well received. Basic time management helpful hints is beneficial to everyone.

6. December 2009 • Meeting Date: December 3, 2009 • Time of Day: 12:00 – 1:30 pm • Attendance #’s: 21 • Topic: Holiday Luncheon • Speaker: Lynn Lunderbrek, United Way, Paula Sutton and Jean Williams • Comments: United Way came and discussed opportunities for giving in the Denver metro area and we could designate which area we would like to see that pledge go to. Paula Sutton and Jean Williams discussed ARMA Int’l Conference in Orlando, FL. What was available, how important it is, highlights and what is special for members of the Board to attend.

7. February 2010 • Meeting Date: February 10, 2010 • Time of Day: 3:30 – 5 p.m. • Attendance #’s: 15, 13 Members/1 Non-Member/1 IT Guest • Topic: Understanding Identity Theft • Speaker: Brian Wangler, Larimer County Sheriff’s Department • Comments: Responses from attendees were favorable. Brian provided take home page of weblinks, which were e-mail to attendees. Received responses that this resource would be good to have.

8. March 2010 • Meeting Date: March 11, 2010 • Time of Day: 3:30 – 5 pm • Attendance #’s: 13/ 3 Non-Members • Topic: TasTrack to Records Management • Speaker: Brian Starck, CRM, RTD • Comments: This was a well received presentation, where all participants had a lot of good questions for Brian. This was very helpful to see how one person was able to re-structure the RM program and how important it was to the RTD.

9. April 2010 • Meeting Date: April 1, 2010 • Time of Day: 3:30 – 5 pm • Attendance #’s: 12/ 3 Non-Members • Topic: Business Process Management • Speaker: John Meek, TSI Systems • Comments: This topic appeared on our chapter survey as one that would be interesting to have. Unfortunately, it was not as well attended as we hoped because of a few last-minute cancellations.

10. Spring Seminar 2010 • Meeting Date: April 23, 2010 • Time of Day: 8:15 am – 4:00 pm • Attendance #’s: 31/ 3 Non-Members • Topic: Investment in Ourselves, Investment in the Company. It’s Your Future! • Speaker: Diane Carisle, CRM. Don Schewe, CRM, Jesse Wilkins, CRM • Comments: This event had a specific target audience, but was very successful. There was a lot of great information on GARP, the ICRM program and some AIIM certificates programs.

11. June 2010 • Meeting Date: June 8, 2010 • Time of Day: 8:00 – 10:00 am • Attendance #’s: 12 • Topic: ARMA Meeting and Personal Shred Day • Speaker: John Meier, Shred-It • Comments: The Chapter’s Annual Business Meeting was held over breakfast, at which time our outgoing secretary installed the new Board and attendees learned about the importance of properly destroying personal documents. All attendees were invited to bring up to 3 boxes of their own records to be shredded on-site, free of charge. A small but very successful event!

12. Spring Seminar • Meeting Date: April 23, 2010 • Time of Day: 8:15 am – 4:00 pm • Attendance #’s: 31/ 3 Non-Members • Topic: Investment in Yourself, Investment in the Company. It’s Your Future! • Speaker: Diane Carlisle, CRM; Don Schewe, CRM, FAI; Jesse Wilkins, CRM • Attendee Fee Structure: $100 Members and Non-Members, $50 Students • Vendor Involvement/Support • Gold Sponsorship - $501 or more • Silver Sponsorship - $500 • Bronze Sponsorship - $250

13. Spring Seminar Continued • Comments: Although this event was for a specific target audience it was very successful. There was a lot of great information on GARP, the ICRM program and some AIIM certificates programs. We had 3 sponsors one at each level of sponsorship. We were also able to secure the meeting room at no cost to our Chapter.

14. Special Projects • Community Involvement – charities, services etc.: United Way Presentation at December luncheon. • Other professional organization projects/relationships: Still working on. • Scholarship programs/promotions: Still working on. • Mentoring activities: We mentored our new Board Members into activities and how the Board works within our Chapter. • Vendor Relationships: We had some good relationships, however we did not utilize them well in this year.

15. Special Projects – Board of Directors • List and explain special projects that the Board or Committees tackled this year: • Chapter Stimulus Program – in an effort to increase membership and attendance at monthly programs, the Chapter tracked attendance, encouraging members to bring along guests and prospective new members.

16. Good, Challenging & Different • What went really good this year: • Spring Seminar • Monthly Programs (low attendance, but very well received) • What really challenged the Board and/or Chapter this year : • Low Meeting Attendance • Economic Difficulties • Spring Seminar • Thinking back what would the BOD or could the BOD have done different or would try next time? (1 to 3 examples): • More advanced planning and notification for monthly programs • Coordinate with other area Chapters to avoid having Spring Seminar during the same week

17. Conclusion • Expectations for 2010-2011 • As a group we would like to see more participation at our Education sessions. • We would like to get more in touch with the electronic age, and start utilizing technology to our advantage: I.e. Facebook, Wiki’s for discussions/ideas, My Space, etc. • We would also like to see our website transform into a more user friendly, “Go To” place for information on our chapter. • Our newsletter needs to be resurrected and published on our website so that we can get more hits to our website and keep our chapter informed. • Continuing to find educational sessions for our Chapter that will meet their needs. 17