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2012 Leadership Academy
Chapter Management 101
Houston, TexasOctober 18, 2012
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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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• Name• Chapter• Position• Why you’re here?
Welcome and Introductions
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Why are we here?
• Staff Introductions
• Session Goals
• Session Materials
www.afpnet.org/CM101
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AFP Members
Chapters
Chapter Presidents Council
AFP Board of DirectorsExecutive
Committee
External Relations Division
MembershipServices Division
ProfessionalAdvancement
Division
AFP Foundation for Philanthropy
Awards CommitteeUS Govt. Reltns Cmte
Communications & Marketing CommitteeCanadian Govt Reltns
Cmte.PAC Board
Diversity CommitteeMember/Chp Svcs CmteInternational Dev Cmte
Canadian CouncilNext Generation Cmte
Curriculum Dev Publishing Advisory Conf Educ Advisory ACFRE Marketing Research Council
Canada Fdn Board US Fdn Board
Development CmteFin & Invest Cmte
Cmte On Directorship
Governance & OperationsCommittees
Committee on DirectorshipFinance & Human Resources
CommitteeStrategic Planning Oversight
CommitteeEthics Committee
ACFRE BoardIndustry Partners Committee
Audit Committee Budget Committee
Organization Chart
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AFP Organization
• Membership Services Division• Professional Advancement Division• External Relations Division• Finance Committee• AFP Foundations for Philanthropy
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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
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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
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Districts
• 12 Districts (worldwide)
• Ensure geographic representation on
AFP Board
• Specific districts listed on handout
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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
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Chapter Services DirectorsWestern US, PA, NC, SC
Larry Hostetler – (916) 544-2024, [email protected] US, GA and FL
Val Lay – (614) 266-9918, [email protected] CT, MA, NH, NY, RI, Canada, Asia
Lori Gusdorf – (703) 519-8449, [email protected] DC, DE, MD, NJ, VA
Taryn Gold – (703) 519-8452, [email protected] Canada
Cynthia Quigley – (416) 941-9212, [email protected]
Rose Sandoval – (52) 55 3626 1592, [email protected]
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Requirements of Chapter Management
1) Accord2) 2013 Important Chapter Dates3) Chapter Visits4) Ethics5) Membership Categories6) Bylaws7) CPC Representation
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Requirements1) Accord
• Chapter leadership form• Four items to read, then sign• Two financial documents• Past year program schedule• Proof of Active Status• Activity report (online)
2) 2013 Important Chapter DatesMeetings and deadlines—for planning ahead
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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
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Requirements5) Membership Categories– Set by IHQ– Chapters cannot change
6) Bylaws & Affiliation Agreement– Standardized Bylaws– Chapter Affiliation Agreement
7) CPC Representation
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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
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If I only knew…..
• PRESIDENT – Big Picture
– Good news and bad news
– An act of service
– Do it the way it should be done
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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!
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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?
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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?
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If I only knew…..
• PRESIDENT – Housekeeping– Monthly Lunches– BOD Lunch passes– BOD Recognition/Thank you– Missed meetings
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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…………
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If I only knew…..
• IMMEDIATE PAST PRESIDENT– Nominating Committee• Procedures• Returning BOD Members• New BOD Members
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Speed Mentoring
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Ways to Work Together
COMMUNICATE!
•Monthly Chapter Presidents’ e-newsletter
•Direct communication with Chapter Committee Chairs
•Chapter Services Directors
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Chapter Services DirectorsWestern US, PA, NC, SC
Larry Hostetler – (916) 544-2024, [email protected] US, GA and FL
Val Lay – (614) 266-9918, [email protected] CT, MA, NH, NY, RI, Canada, Asia
Lori Gusdorf – (703) 519-8449, [email protected] DC, DE, MD, NJ, VA
Taryn Gold – (703) 519-8452, [email protected] Canada
Cynthia Quigley – (416) 941-9212, [email protected]
Rose Sandoval – (52) 55 3626 1592, [email protected]
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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
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Chapter Website Program
AFP encourages all chapters to have a web presence to advance our mission, goals and branding.
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Margie BennettManager, Chapter [email protected]
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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
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THE GOOD, THE BAD, AND THE UGLY
• What makes you proud of your Chapter?• What truly gives you “heartburn”?
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How Can We Help You?
1) Ideas that Work2) Chapter Leader Orientation Calls3) Chapter Leadership Conference Calls4) AFP PrintQ4) Chapter Website Program5) Chapter Awards Program
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Chapter Leaders Network
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Ideas that Work
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PrintQ Resources
• Marketing Brochures
• Logos (Ten Star, Chapter specific)
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Chapter Leader Orientation Calls
• Accord Orientation (December)• Presidents/Presidents-Elect• Administrators• Membership Chairs• Treasurers• Foundation Chairs• Diversity Chairs
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Chapter Leadership Conference Call Series
• President & CEO and AFP-I Board Chair• Member Retention• Volunteer Management• Revenue Generating Ideas• Programs for Advanced Professionals
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Chapter Award Programs
• Ten Star Award
• Friends of Diversity Award
• Cash Incentives
– Membership
– Foundation
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THE CHAPTER’S ROLE
• Interface with AFP International (aka the
Association, IHQ)
• Link to your chapter members
• Ambassador to the public in your community
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Session Evaluation & Follow-Up
• What was your “WOW!” moment?• Brief email survey
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THANK YOU FOR ALL YOU DO FOR AFP!!