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2012 Leadership Academy Chapter Management 101

2012 Leadership Academy Chapter Management 101. Houston, Texas October 18, 2012. Purpose of Chapter Management 101. To provide the knowledge and resources chapter leaders need to guide their chapters effectively and confidently, as well as to make connections with other chapter leaders.

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2012 Leadership Academy Chapter Management 101

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  1. 2012 Leadership AcademyChapter Management 101 Houston, Texas October 18, 2012

  2. Purpose of Chapter Management 101 To provide the knowledge and resources chapter leaders need to guide their chapters effectively and confidently, as well as to make connections with other chapter leaders.

  3. Welcome and Introductions • Name • Chapter • Position • Why you’re here?

  4. Why are we here? • Staff Introductions • Session Goals • Session Materials • www.afpnet.org/CM101

  5. Organization Chart AFP Members Chapters Chapter Presidents Council AFP Board of Directors Executive Committee External Relations Division Membership Services Division Governance & Operations Committees Committee on Directorship Finance & Human Resources Committee Strategic Planning Oversight Committee Ethics Committee ACFRE Board Industry Partners Committee Audit Committee Budget Committee Professional Advancement Division AFP Foundation for Philanthropy Awards Committee US Govt. Reltns Cmte Communications & Marketing Committee Canadian Govt ReltnsCmte. PAC Board Diversity Committee Member/Chp Svcs Cmte International Dev Cmte Canadian Council Next Generation Cmte Curriculum Dev Publishing Advisory Conf Educ Advisory ACFRE Marketing Research Council Canada Fdn Board US Fdn Board Development Cmte Fin & Invest Cmte Cmte OnDirectorship

  6. AFP Organization • Membership Services Division • Professional Advancement Division • External Relations Division • Finance Committee • AFP Foundations for Philanthropy

  7. AFP International Board of Directors • 12 District members • 10 At-large members • 10 Officers • 2 Chair appointees • 1 At-large member chosen by CPC • 1 Ex-officio member

  8. Chapter Presidents Council (CPC) Committee on Directorship (COD) • CPC: includes presidents of all chapters; selects COD members; selects CPC representative to AFP Board • COD: evaluates nominees and selects slate of AFP Directors; provides orientation and evaluation of Board

  9. Districts • 12 Districts (worldwide) • Ensure geographic representation on AFP Board • Specific districts listed on handout

  10. Making Change • Share your ideas: • AFP President & CEO • AFP International Board member • AFP Senior Staff member • Chapter Services Director • Idea goes to Division/Cmte/Task Force/Staff • Recommendation (or not) to Board/Staff • Board/Staff approves/amends/disapproves • Staff implements

  11. Chapter Services Directors Western US, PA, NC, SC Larry Hostetler – (916) 544-2024, lhostetler@AFPnet.org Central US, GA and FL Val Lay – (614) 266-9918, vlay@AFPnet.org CT, MA, NH, NY, RI, Canada, Asia Lori Gusdorf – (703) 519-8449, lgusdorf@AFPnet.org DC, DE, MD, NJ, VA Taryn Gold – (703) 519-8452, tgold@AFPnet.org Canada Cynthia Quigley – (416) 941-9212,  cquigley@AFPtoronto.org Mexico Rose Sandoval – (52) 55 3626 1592, rsandoval@AFPnet.org

  12. Requirements of Chapter Management • Accord • 2013 Important Chapter Dates 3) Chapter Visits 4) Ethics 5) Membership Categories 6) Bylaws 7) CPC Representation

  13. Requirements • Accord • Chapter leadership form • Four items to read, then sign • Two financial documents • Past year program schedule • Proof of Active Status • Activity report (online) • 2013 Important Chapter Dates Meetings and deadlines—for planning ahead

  14. Requirements 3) Chapter Visits • Strategic Planning • Bi-Directional Communication • What is your chapter’s succession plan 4) Ethics • AFP’s Code of Ethical Principles and Standards

  15. Requirements 5) Membership Categories • Set by IHQ • Chapters cannot change 6) Bylaws & Affiliation Agreement • Standardized Bylaws • Chapter Affiliation Agreement 7) CPC Representation

  16. If I only knew….. • PRESIDENT ELECT – Not as easy as it looks • Pay attention • CFRE • Chapter Officer training • Break in period • Talk to your boss • Be there, be everywhere

  17. If I only knew….. • PRESIDENT – Big Picture • Good news and bad news • An act of service • Do it the way it should be done

  18. If I only knew….. • PRESIDENT – Big Picture • The rule of 3 (President-elect, President, and Immediate Past President) • No mandate/Not Commander in Chief • Communications! • A great job – enjoy it!

  19. If I only knew….. • PRESIDENT – Leading • Stretch your EMC gift • Omega Circle Gift/PAC Gift • Chapter Officer training • Don’t operate in a vacuum • Who you gonna call?

  20. If I only knew….. • PRESIDENT – Managing • Volunteers serve at your pleasure • BOD Retreat • In person solicitation of Board (EMC, Omega, PAC) • Speaker Gifts = Library • EMC – are we not fundraisers?

  21. If I only knew….. • PRESIDENT – Housekeeping • Monthly Lunches • BOD Lunch passes • BOD Recognition/Thank you • Missed meetings

  22. If I only knew….. • IMMEDIATE PAST PRESIDENT • No early retirement • Lead New BOD member orientation • Give guidance and support • Get involved on an AFP International Committee • And then, a year to reflect…………

  23. If I only knew….. • IMMEDIATE PAST PRESIDENT • Nominating Committee • Procedures • Returning BOD Members • New BOD Members

  24. Speed Mentoring

  25. Ways to Work Together COMMUNICATE! • Monthly Chapter Presidents’ e-newsletter • Direct communication with Chapter Committee Chairs • Chapter Services Directors

  26. Chapter Services Directors Western US, PA, NC, SC Larry Hostetler – (916) 544-2024, lhostetler@AFPnet.org Central US, GA and FL Val Lay – (614) 266-9918, vlay@AFPnet.org CT, MA, NH, NY, RI, Canada, Asia Lori Gusdorf – (703) 519-8449, lgusdorf@AFPnet.org DC, DE, MD, NJ, VA Taryn Gold – (703) 519-8452, tgold@AFPnet.org Canada Cynthia Quigley – (416) 941-9212,  cquigley@AFPtoronto.org Mexico Rose Sandoval – (52) 55 3626 1592, rsandoval@AFPnet.org

  27. Chapter Management Resource Guide The AFP Chapter Management Resource Guide collects everything a chapter leader or administrator may need to access in order to successfully operate a chapter. http://www.afpnet.org/ChapterGuide

  28. Chapter Website Program AFP encourages all chapters to have a web presence to advance our mission, goals and branding.

  29. Margie Bennett Manager, Chapter Services mbennett@afpnet.org

  30. New Sample Policies and Tips • Nominating Committee Policy • Board Expectation Policy • Past Presidents Council • Tips for Engaging Sr. Professionals • Invest in Your Success – Talking Points for Chapters • Investment Policy • AFP Member Retention Tips • How to Hire a Chapter Administrator

  31. THE GOOD, THE BAD, AND THE UGLY • What makes you proud of your Chapter? • What truly gives you “heartburn”?

  32. How Can We Help You? • Ideas that Work • Chapter Leader Orientation Calls • Chapter Leadership Conference Calls • AFP PrintQ 4) Chapter Website Program 5) Chapter Awards Program

  33. Chapter Leaders Network

  34. Ideas that Work

  35. PrintQ Resources • Marketing Brochures • Logos (Ten Star, Chapter specific)

  36. Chapter Leader Orientation Calls • Accord Orientation (December) • Presidents/Presidents-Elect • Administrators • Membership Chairs • Treasurers • Foundation Chairs • Diversity Chairs

  37. Chapter Leadership Conference Call Series • President & CEO and AFP-I Board Chair • Member Retention • Volunteer Management • Revenue Generating Ideas • Programs for Advanced Professionals

  38. Chapter Award Programs • Ten Star Award • Friends of Diversity Award • Cash Incentives • Membership • Foundation

  39. THE CHAPTER’S ROLE • Interface with AFP International (aka the Association, IHQ) • Link to your chapter members • Ambassador to the public in your community

  40. Session Evaluation & Follow-Up • What was your “WOW!” moment? • Brief email survey

  41. THANK YOU FOR ALL YOU DO FOR AFP!!

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