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New Chapter President Orientation. Shelly Trent, SPHR; Field Services Director. About SHRM. Founded in 1948 World’s largest professional association dedicated to HR About 400 staff members Headquartered in Alexandria VA

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New Chapter President Orientation

Shelly Trent, SPHR; Field Services Director

©SHRM 2010

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About SHRM

  • Founded in 1948

  • World’s largest professional association dedicated to HR

  • About 400 staff members

  • Headquartered in Alexandria VA

  • Over 250,000 professional and student members in more than 140 countries

  • More than 580 affiliated local chapters

  • Over 4,000 volunteer leaders

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  • Laurence O’Neil is SHRM’s President and CEO

  • Has held executive-level human resources and corporate positions at profit and not-for-profit organizations, both in the United States and overseas

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SHRM Chair

SHRM Board of Directors

Robb E. Van Cleave,



2009-2010 SHRM Chair

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SHRM’s New Vision

  • Based on a Strategic Business Review completed during 2009, SHRM has developed a five-year plan, along with a new vision, mission, and strategy.


  • “To be a globally recognized authority whose voice is heard on the most pressing people management issues of the day - now and in the future”

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SHRM’s New Mission


  • Build partnerships

  • Provide a global community to share expertise & create innovative solutions

  • Provide thought leadership, education, & research

  • Be an advocate on the most critical issues facing workplaces & the human resource profession

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SHRM’s Strategic Priorities

Six Strategic Priorities

Provide high-value resources to existing core membership

Be a global organization

Operate as a financially sustainable organization

Evolve positioning to become more of an advisor and advocate

Attract HR executives and business/organization leaders

Engage non-HR professionals

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Volunteer Leadership Structure

Governance Committee*

SHRM® Board

MembershipAdvisory Council

  • Special Expertise Panels

  • Corporate Social Responsibility

  • Employee Health, Safety & Security

  • Employee Relations

  • Ethics

  • Global

  • Human Capital Measurement/HR Metrics

  • Labor Relations

  • Organizational Development

  • Staffing Management

  • Technology & HR Management

  • Total Rewards/Compensation & Benefits

  • Workplace Diversity





Staff Support

*Governance Committee approves appointment of members to special expertise panels.

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Role of Regional Teams

Field Services Directors

  • Main point of contact for State Councils, Chapter Presidents and other chapter volunteers in their respective states/territories

  • Communicate and promote SHRM vision and strategic objectives

  • Ensure that chapters maintain affiliation standards

    Regional Administrators

  • Main point of contact for supplies, member lists, audits, checks, and general questions

  • Acts as administrator for regional team

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Regional Assignments

Note: Assignments are comparable when compared by number of chapters, number of SHRM members, number of local chapter members, and number of professionals in each state.

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Regional Assignments

Note: Assignments are comparable when compared by number of chapters, number of SHRM members, number of local chapter members, and number of professionals in each state.

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State Councils

  • ALL chapter presidents in the state and other volunteers

  • Provide a structure that promotes and facilitate information sharing

  • Assess/Meet the needs of members and chapters

  • Coordinate legislative initiatives

  • Provide leadership development

  • Communicate with SHRM at-large members

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Composition of State Councils

Councils Usually Consist of:

  • State Director

  • State Director-Elect

  • Past Director

  • Secretary

  • Treasurer

  • District Directors

  • Membership Director

  • State Conference Chair

  • All Chapter Presidents

  • Core Leadership Area Directors (College Relations, Diversity, Governmental Affairs, HRCI Certification, SHRM Foundation, Workforce Readiness and Membership)

  • Other roles as needed

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District Directors

  • Assist chapter presidents with questions—great resource

  • Visit chapters to provide presentation on “SHRM is the Solution” to your members

  • Ensure that chapter presidents attend state council meetings

  • Ensure that chapters submit SHAPE plan on time

  • Should be your first point of contact for “local” questions and basic chapter operations

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Core Leadership Areas (CLAs)

Core Leadership Area Directors at the state council level disseminate information to chapter-level CLA Chairs

Chapters and State Councils are strongly encouraged to have representation in each core leadership area on their chapter and state council boards

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Regional Councils

  • Composed of State Council directors and MAC representative in each geographical region

  • Provide an organized structure

  • Facilitate successful practice sharing

  • Provide guidance and assistance

  • Encourage State Councils to establish connection

  • Play a key role in identifying and communicating emerging strategic issues to the Membership Advisory Council (MAC)

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Membership Advisory Council

  • Serves as liaison between the volunteer leaders and the SHRM Board of Directors

  • Composed of one elected representative from each Regional Council

  • Provides operational input to SHRM to ensure optimum service/support to and from the volunteer leadership

  • Two-way channel of communication

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2010 Membership Advisory Council (MAC)

North Central Region

  • Toni Knechtges, SPHR, Michigan

    Northeast Region

  • Dan Griffiths, PHR, New Hampshire

    Southeast Region

  • Sharlyn Lauby, SPHR, Florida

    Southwest Central Region

  • Tara Mauk Arthur, PHR, Arkansas

    Pacific West Region

  • Michael Rainey, SPHR, Nevada

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Special Expertise Panels

Provide SHRM with subject-matter expertise on emerging issues

  • Corporate Social Responsibility

  • Employee Health, Safety & Security

  • Employee Relations

  • Ethics

  • Global

  • HR Consulting/Outsourcing

  • Human Capital Measurement/HR Metrics

  • Labor Relations

  • Organizational Development

  • Staffing Management

  • Technology & HR Management

  • Total Rewards/Compensation & Benefits

  • Workplace Diversity

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SHRM Student Chapters

  • There are over 450 student chapters

  • Over 15,000 student members

  • Professional chapters should consider partnering with a student chapter in their area

  • For information about starting a student chapter in your area, see

  • Chuck Salvetti is Student Programs Manager at SHRM


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Expectations of Chapter Presidents

  • SHRM bylaws require all Chapter Presidents be active SHRM members throughout duration of their term

    • Must be indicated in chapter bylaws

    • SHRM encourages chapters to consider requiring all members of its board to be SHRM members for greater synergy in the affiliation relationship

  • Effectively lead chapter through year and mentor president-elect for upcoming year

  • Assure chapter bylaws are being followed

  • Attend and actively participate in State Council meetings

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Expectations of Chapter Presidents

  • Please READ all correspondence from your State Council, District Directors, and from your Regional Team

    • Many companies’ servers will not accept email messages from SHRM staff, since we send messages to over 100 chapters at a time

    • Please ask your company to allow email messages from your Regional Team and council members

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Chapter Size

Small Chapter = 10 – 100 members

Medium Chapter = 101 – 300 members

Large Chapter = 301 – 500 members

Mega Chapter = 501 – 1,000 members

Super Mega Chapter = 1,000 + members

  • Conference calls are held on a quarterly basis for chapter presidents by chapter size

    • Allows chapter presidents to network with presidents from like-size chapters

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Chapter Affiliation Requirements

SHRM requires chapters to maintain the appropriate level of membership

  • Chapters affiliated before 1/1/04 must maintain a minimum of 10 SHRM members or 30% of total membership, whichever is greater

  • Chapters affiliated after 1/1/04 must maintain a minimum of 25 SHRM members, and anything over 25 must be at least 51% of total membership

  • 100% Chapter - ALL members of the chapter must be SHRM members—no exceptions

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SHRM Affiliate Program for Excellence (SHAPE)

  • Formerly known as the Chapter Achievement Plan (CAP)

  • Covers activities throughout calendar year

  • SHAPE Workbook available to be used as a planning tool

  • Outlines scope of work encouraged by SHRM

  • Must be filed with SHRM by 1/31 to receive CFSP

  • Determine who will complete

  • Submission is online

  • An archived webcast and FAQ document available in VLRC

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  • Any revisions need to be sent to SHRM through your Field Services Director for review and approval before chapter membership ratifies

  • Any bylaws changes must be approved by SHRM (including name changes and changes in 100% status)

  • Model bylaws available in the VLRC

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Membership Partnership

Membership Section includes:

  • Membership Recruitment and Retention Toolkit

  • New Membership R & R Position Descriptions:

    • Membership Director – State Council

    • Membership Director – Chapter (Revised)

    • Director of Member Engagement – Chapter

  • Successful Chapter Practices in Member Recruitment and Retention

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Membership Reports from SHRM

Your chapter can request:

  • SHRM monthly or quarterly reports via an email request with a set deadline

    • Current chapter roster

    • Full at-large list within chapter’s established zip code range

    • Expired SHRM members in the chapter

    • New at-large members list within the quarter

  • The roster requests will be distributed within 48 hours

  • SHRM will also be providing sample emails/letters that the chapter can use for their benefit

  • These reports are NOT sent automatically, but can be requested

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SHRM At-Large Initiative

  • At-large member is an individual who is a member of SHRM but is not affiliated with a local chapter

  • Recruiting at-large members to your chapter is a great way to increase SHRM membership in your chapter

  • “What’s in it for Me?” recruitment brochure available on the benefits of local chapter membership

    • No charge to the chapter or state council

    • Contact Regional Administrator to order brochures

  • Online membership application includes a required field for indicating chapter membership

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Recruiting LMOs to SHRM

  • Promote benefits of joining SHRM to your LMOs

  • Discount of $15 offered to first time SHRM members ($145 vs. $160). Special promotional codes for each region

  • Strengthens partnership between SHRM and the chapter

  • Increases amount of chapter financial support chapter receives from SHRM

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Membership Audits

  • SHRM audits chapter membership records at least one time each calendar year

  • Chapter required to submit its roster/membership listing/directory to SHRM when requested

  • Your Regional Administrator will request the most updated roster as the audit begins —the more current the chapter roster, the more money your chapter might receive

  • Please have your Membership Chair conduct a quarterly audit of the at-large list and SHRM chapter member list

  • Send your Regional Administrator information on any new SHRM members who join your chapter

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Chapter Financial Support Payment (CFSP) Program

To be eligible, the chapter must:

1) Submit a completed SHAPE form and chapter membership roster by January 31st each year

2) Have at least ten (10)/twenty-five (25) SHRM members or 30%/51% (whichever is greater),

3) Have a chapter president who is an SHRM member in good standing

4) Have SHRM Approved Ratified Bylaws on file at SHRM

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Chapter Financial Support Payment (CFSP) Program

  • Returns a portion of each SHRM member’s dues to the chapter via payment

  • $6.25 four times a year ($25 annually) per member for 100% chapters

  • $5 twice a year ($10 annually) per member for non-100% chapters

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HR Certification Institute

  • Handbook available online for individuals interested in pursuing certification at

  • $120 “Pay-If-You-Pass” policy for chapter presidents, presidents-elect, student chapter advisors, chapter certification chairs, state council members, regional council members

  • Go to for more info

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Awarded to chapters at Leadership Conference


Assisting community members with welfare to work

Improving community diversity or work/family issues

Teaching job-search skills to the unemployed

Supporting a student chapter

Assisting members with professional development

Impacting local, state, or federal legislation

Meeting needs of senior professionals

NOT limited to these

Pinnacle Award

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  • Volunteer Leaders’ Resource Center on

  • State Council

  • Your SHRM Regional team

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Volunteer Leaders Resource Center

  • Volunteer Leaders’ Resource Center (VLRC)

  • Resources For Chapters

  • Many more resources than just those discussed in this presentation

    • Succession Planning Toolkit

    • Member Survey Samples

    • Strategic Planning Toolkit

    • Orientation Presentation for Chapter Boards

    • Parliamentary Procedure Resources

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Leadership Conference Resources

Resources utilized during the 2009 Leadership Conference area available for your information/use:

  • Conference Workbook

  • Links to Videos

    • Legal Issues for Chapters

    • Web-based Initiatives

    • Chapter Finances

    • Media Relations

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A Chapter Leader Resource Guide

Fundamentals of Chapter Operations

  • Excellent tool for all volunteer leaders

  • Provides the basic fundamentals to achieve operational success

  • Download from VLRC

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LeadersEdge e-newsletter

  • Monthly publication designed to provide volunteer leaders with timely program updates and general Society information

  • Electronic format

  • If you are not receiving this newsletter, please contact your Regional Administrator

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Guide to Chapter Financial Management

  • Provides the chapter with essential financial information

  • Includes info on taxes, incorporation, and record keeping

  • Easy to understand

  • Excellent resource for all Chapter Officers

  • Currently being updated and rebranded, it is available on the VLRC in text format

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Communication to At-Large Members


  • 100% chapters and Super Mega chapters can reach out to at-large members via an e-blast 8x/yr

  • SHRM can send out e-blasts on behalf of chapter

  • Use online request form in the VLRC


  • All chapters can receive mailing labels to send correspondence to at-large members. Contact a member of your regional team for details

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Directors’ & Officers’ (D&O) Insurance

  • The goal of such policies is to protect officers and directors of an organization from liability in the event of a claim or lawsuit against them alleging wrongdoing in connection with the organization's business

  • Each chapter should consider purchasing liability insurance to protect itself

  • Directors and Officers can be sued

  • AON Association Services (

  • A local insurance agent

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SHRM Speakers’ Bureau

  • SHRM staff members and other speakers are available to visit chapters

  • Chapters pay travel expenses for some

  • SHRM staff speaks to 100% chapters at no charge (based on availability)

  • Field Services Directors at no cost, as available


  • Other Resources

    • National Speakers Association


      • Select speakers by topic or state

      • Many topics available

    • Check state council websites also

      • Maintaining state specific speakers & conference speakers

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SHRM’s social networking tool under the Communities tab

  • Available to all SHRM members

  • Similar to LinkedIn

  • Start a group for your chapter board to share information, post meeting notes, etc.

  • Join other related groups of interest

    • Groups available by chapter size

    • Core Leadership Areas

    • And more

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Chapter Financial Support Program (CFSP)

  • Sign up for direct deposit for your CFSP

  • SHRM will soon REQUIRE this

  • Sign up at

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SHRM Leadership Conference

  • FREE conference for chapter presidents OR presidents-elect

  • Hotel and designated meals covered

  • Chapter covers travel

  • EVERY chapter should be represented EVERY year

  • Held in DC area; includes visit to SHRM headquarters

  • November 18-20, 2010

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  • THANK YOU for volunteering

  • You keep SHRM successful

  • We grow because of YOU!

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©SHRM 2010

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