leadership days 2006 chapter operations session
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Leadership Days Leadership Days 20062006
Chapter Operations Chapter Operations SessionSession
Nametags:
Your Name
Your Chapter
Your Chapter Council District
NumberYour ChapterSize Grouping
Leadership Days Leadership Days 20062006
Quick QuizQuick Quiz
Leadership Days Leadership Days 20062006
Which chapter officer is Which chapter officer is ultimately responsible for ultimately responsible for
submitting Annual Reports each submitting Annual Reports each year?year?
Varies per chapter, but Varies per chapter, but ultimately the Chapter CHAIR is ultimately the Chapter CHAIR is
responsible.responsible.
Leadership Days Leadership Days 20062006
When is the Annual Financial When is the Annual Financial Report due in at Materials Park?Report due in at Materials Park?
The Annual Financial Report is The Annual Financial Report is due on due on February 15February 15 each year. each year.
Leadership Days Leadership Days 20062006
How much of a chapter’s annual How much of a chapter’s annual budget should be devoted to budget should be devoted to
lobbying?lobbying?
None. ASM International and all None. ASM International and all chapters are 501-C-3 Not-for-chapters are 501-C-3 Not-for-profit organizations and are profit organizations and are
federally restricted from federally restricted from lobbying activities.lobbying activities.
Leadership Days Leadership Days 20062006
What is a What is a ChIPChIP??
ChChapter apter IInvestment nvestment PProgram – rogram – Enables Chapters to invest Enables Chapters to invest
capital with other ASM capital with other ASM investments.investments.
Leadership Days Leadership Days 20062006
What is the cost of having an What is the cost of having an ASM Trustee visit your chapter?ASM Trustee visit your chapter?
Free! Free! All chapters are eligible All chapters are eligible for one Trustee Visit per year at for one Trustee Visit per year at
no cost to the chapter.no cost to the chapter.
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What is Material Advantage?What is Material Advantage?
Material Advantage is the ACerS, Material Advantage is the ACerS, AIST, ASM and TMS Student AIST, ASM and TMS Student
Membership Program.Membership Program.
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How often should a chapter How often should a chapter conduct a Member Needs conduct a Member Needs
Survey?Survey?
No more than 2 times per year No more than 2 times per year and at least every other year.and at least every other year.
Leadership Days Leadership Days 20062006
How much should a chapter How much should a chapter spend annually on insurance?spend annually on insurance?
Nothing. ASM Headquarters Nothing. ASM Headquarters purchases insurance coverage purchases insurance coverage
for all chapters, and their events.for all chapters, and their events.
Leadership Days Leadership Days 20062006
Who should chapters contact Who should chapters contact with suggestions for services with suggestions for services
from ASM?from ASM?Your local Chapter Council Your local Chapter Council
District Representative.District Representative.
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Which chapter officers can Which chapter officers can access the online officer tools for access the online officer tools for
the chapter?the chapter?
Online tool access is limited to Online tool access is limited to the Chair, Vice Chair, Treasurer, the Chair, Vice Chair, Treasurer,
Secretary, Membership Chair Secretary, Membership Chair and Online Membership Chair and Online Membership Chair
only.only.
Leadership Days Leadership Days 20062006
What is required by Chapter What is required by Chapter Council to be a ‘Chapter in Good Council to be a ‘Chapter in Good
Standing’?Standing’?Submit Annual Report, New Submit Annual Report, New Officer List, New Technical Officer List, New Technical
Program, Financial Report each Program, Financial Report each year, and send someone to year, and send someone to
Leadership Days every other Leadership Days every other year.year.
Leadership Days Leadership Days 20062006
What is the Chapter Nexus?What is the Chapter Nexus?
The ASM Chapter e-Newsletter. The ASM Chapter e-Newsletter. Published during the months of:Published during the months of:September, October, November, September, October, November, January, February, March, April January, February, March, April
and May.and May.
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Who do I contact at ASM HQ with Who do I contact at ASM HQ with general chapter operation general chapter operation
questions?questions?TBDTBD
Chapter Relations Administrator: Chapter Relations Administrator:800-336-5152 x5651800-336-5152 x5651
[email protected]@asminternational.org
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Society StructureSociety Structure
Leadership Days Leadership Days 20062006
Membership:Membership:
Identify, secure and exceed expectations Identify, secure and exceed expectations of our members, member segments, and of our members, member segments, and
carefully defined new segments.carefully defined new segments.
Information:Information:
Provide reliable and useful knowledge, Provide reliable and useful knowledge, information and data collections on information and data collections on metals and materials technology, metals and materials technology, collected and managed in media-collected and managed in media-independent electronic forms and independent electronic forms and
delivered to users in the media they delivered to users in the media they prefer.prefer.
What and Why?!?
Leadership Days Leadership Days 20062006
Networking:Networking:Maximize opportunities for members to meet, Maximize opportunities for members to meet,
expand their networks of professional contacts, expand their networks of professional contacts, and participate in the activities of their Society and participate in the activities of their Society
through efficient face-to-face meetings through efficient face-to-face meetings supplemented by electronic communication and supplemented by electronic communication and
networking.networking.
Annual Event:Annual Event:Provide an annual event attractive to all Provide an annual event attractive to all components of ASM International, where components of ASM International, where
members can attend technical sessions, pursue members can attend technical sessions, pursue continuing education, develop professionally, continuing education, develop professionally,
expand networks, do committee work, and expand networks, do committee work, and benefit from the cross-fertilization of ideas benefit from the cross-fertilization of ideas through events of various ASM segments.through events of various ASM segments.
What and Why??
Leadership Days Leadership Days 20062006
Chapters:Chapters:Provide members with a local interpersonal Provide members with a local interpersonal
network that facilitates the exchange of technical network that facilitates the exchange of technical information, career enrichment, and business information, career enrichment, and business
opportunities through a variety of chapter opportunities through a variety of chapter activities. Develop programs that encourage and activities. Develop programs that encourage and
support chapters in their quest for continuous support chapters in their quest for continuous improvement and member satisfaction.improvement and member satisfaction.
International:International:Focus on selected regions of the world by Focus on selected regions of the world by
marketing services and conferences to target marketing services and conferences to target regions, thereby expanding membership through regions, thereby expanding membership through
awareness of services.awareness of services.
What and Why??
Leadership Days Leadership Days 20062006
Education:Education:Provide members with professional development Provide members with professional development
through technical presentations at the Annual through technical presentations at the Annual Event, chapter meetings, conferences and ASM Event, chapter meetings, conferences and ASM
publications. Provide high quality education publications. Provide high quality education products and services that meet the needs of products and services that meet the needs of
ASM members and their associates.ASM members and their associates.
Financial:Financial:Maintain financial stability by offering services Maintain financial stability by offering services
that are financially viable, to assure resources for that are financially viable, to assure resources for investment in providing for the changing needs of investment in providing for the changing needs of
members.members.
What and Why??
Leadership Days Leadership Days 20062006
Volunteer StructureVolunteer Structure
Leadership Days Leadership Days 20062006
Volunteer Structure
U.S. Europe Canada India
Chapter Council
CanadaCouncil
IndiaCouncil
ASM Board of Trustees
Leadership Days Leadership Days 20062006
Trustee Structure
U.S. Europe Canada India
Chapter Council
CanadaCouncil
IndiaCouncil
ASM Board of Trustees
Leadership Days Leadership Days 20062006
ASM Board of Trustees:ASM Board of Trustees:
Volunteer Structure
ASM PAST- ASM PAST- PRESIDENT PRESIDENT & Trustee:& Trustee:Dr. Bhakta Dr. Bhakta
B. Rath, B. Rath, FASMFASM
ASM ASM PRESIDENT PRESIDENT & Trustee:& Trustee:Dr. Reza Dr. Reza
Abbaschian, Abbaschian, FASMFASM
ASM ASM TREASURER TREASURER & Trustee:& Trustee:Mr. Paul L. Mr. Paul L.
HuberHuber
ASM VICE-ASM VICE-PRESIDENT PRESIDENT & Trustee:& Trustee:
Dr. Dr. Lawrence C. Lawrence C.
Wagner, Wagner, FASMFASM
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ASM Board of Trustees:ASM Board of Trustees:
Volunteer Structure
ASM ASM SECRETARY SECRETARY & Managing & Managing
Director:Director:Mr. Stanley Mr. Stanley C. TheobaldC. Theobald
ASM ASM Trustee:Trustee:Ms. Sue Ms. Sue
Baik-Baik-Kromalic, Kromalic,
FASMFASM
ASM ASM Trustee:Trustee:
Dr. Dr. Christopher Christopher
Berndt, Berndt, FASMFASM
ASM Student ASM Student Board Board
Member:Member:Ms. Lindsey Ms. Lindsey CampbellCampbell
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ASM Board of Trustees:ASM Board of Trustees:
Volunteer Structure
ASM Student ASM Student Board Board
Member:Member:Ms. Deborah Ms. Deborah
CarlsonCarlson
ASM ASM Trustee:Trustee:
Mr. Roger J. Mr. Roger J. Fabian, Fabian, FASMFASM
ASM ASM Trustee:Trustee:
Mr. Pradeep Mr. Pradeep Goyal, FASMGoyal, FASM
ASM ASM Trustee:Trustee:
Dr. William Dr. William E. Frazier, E. Frazier,
FASMFASM
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ASM Board of Trustees:ASM Board of Trustees:
Volunteer Structure
ASM Student ASM Student Board Board
Member:Member:Ms. Marian Ms. Marian
(Molly) (Molly) KennedyKennedy
ASM ASM Trustee:Trustee:
Mr. Richard Mr. Richard L. Kennedy, L. Kennedy,
FASMFASM
ASM ASM Trustee:Trustee:
Dr. Dr. Frederick J. Frederick J. Lisy, FASMLisy, FASM
ASM ASM Trustee:Trustee:
Dr. Dr. Frederick E. Frederick E. Schmidt, Jr., Schmidt, Jr.,
FASMFASM
Leadership Days Leadership Days 20062006
ASM Board -Elect:ASM Board -Elect:
Volunteer Structure
ASM ASM Trustee:Trustee:
Dr. Dianne Dr. Dianne Chong, Chong, FASMFASM
ASM Vice-ASM Vice-President President
ElectElect
ASM Trustee ASM Trustee - Elect:- Elect:
Dr. Daniel P. Dr. Daniel P. DenniesDenniesFASMFASM
ASM Trustee ASM Trustee - Elect:- Elect:
Dr. Subhash Dr. Subhash Mahajan, Mahajan,
FASMFASM
ASM Trustee ASM Trustee - Elect:- Elect:
Dr. Mark F. Dr. Mark F. SmithSmithFASMFASM
Leadership Days Leadership Days 20062006
ASM Chapter Council:ASM Chapter Council:
JJ Letcavits – ChairJJ Letcavits – Chair
Greg Petrus – Vice ChairGreg Petrus – Vice Chair
Peg Jones – Incoming Vice ChairPeg Jones – Incoming Vice Chair
Members: David Fry, Tom Matulaitis, Bill Members: David Fry, Tom Matulaitis, Bill Livesay, Claudia Rawn, Richard Lynch, Livesay, Claudia Rawn, Richard Lynch, Bernard Bewlay, Al Singmaster, Wade Bernard Bewlay, Al Singmaster, Wade Kelley, Arvid Casler, B.J. Bernard, Eric Kelley, Arvid Casler, B.J. Bernard, Eric
Drake, Stephen LiuDrake, Stephen Liu
Volunteer Structure
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ASM Canada Council:ASM Canada Council:
Steve Yue – ChairSteve Yue – Chair
John Read – Vice ChairJohn Read – Vice Chair
Sergei Shipolov – TreasurerSergei Shipolov – Treasurer
Prakash Pratnaik – SecretaryPrakash Pratnaik – Secretary
Members: Richard Blackwell, Mathieu Members: Richard Blackwell, Mathieu Brochu, Yemi Fasoyinu, Isaac Glick, Troy Brochu, Yemi Fasoyinu, Isaac Glick, Troy Lassau, Diego Mantovani, Priti Wanjara, Lassau, Diego Mantovani, Priti Wanjara,
John WolodkoJohn Wolodko
Volunteer Structure
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ASM India Council:ASM India Council:H.M. Mehta – ChairH.M. Mehta – Chair
Dwirek K. Raj – Vice ChairDwirek K. Raj – Vice ChairPrem Kumar Aurora – SecretaryPrem Kumar Aurora – SecretaryVeluru Parthsarthy – TreasurerVeluru Parthsarthy – Treasurer
Members: Pradeep Goyal, T.V.K. Kidao, Members: Pradeep Goyal, T.V.K. Kidao, Ravindra Kulkarni, P. Ramakrishnan, R.G. Ravindra Kulkarni, P. Ramakrishnan, R.G.
Sadagopan, Daita Gopalakrishna, Sadagopan, Daita Gopalakrishna, Viswanath Seshadri, P.S. Subramaniam, Viswanath Seshadri, P.S. Subramaniam,
K. Bhanu Sankara RaoK. Bhanu Sankara Rao
Volunteer Structure
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Staff StructureStaff Structure
Leadership Days Leadership Days 20062006
ASM Headquarters:ASM Headquarters:
Stan Theobald, Managing DirectorStan Theobald, Managing Director
Thom Passek, Associate Managing Thom Passek, Associate Managing DirectorDirector
Jim Marder, Business Dev. DirectorJim Marder, Business Dev. Director
Laura Marshall, Business Dev. DirectorLaura Marshall, Business Dev. Director
Will Kornbau, ControllerWill Kornbau, Controller
Steve Weiss, IT DirectorSteve Weiss, IT Director
Theresa Matrisciano, HR Senior ManagerTheresa Matrisciano, HR Senior Manager
Scott Henry, Technical Senior ManagerScott Henry, Technical Senior Manager
Staff Structure
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ASM Chapter Relations Team:ASM Chapter Relations Team:
First Point of ContactFirst Point of Contact::
TBDTBD, Administrator, Administrator
Chapters & Student ProgramsChapters & Student Programs::
CandaceCandace Cunningham, Coordinator Cunningham, Coordinator
Major IssuesMajor Issues::
RandallRandall Barnes, Manager Barnes, Manager
Other ItemsOther Items::
ThomThom Passek, Associate Managing Passek, Associate Managing DirectorDirector
Staff Structure
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Membership Membership Development and Development and
RetentionRetention
Pages 38-48 C.O.M.Pages 38-48 C.O.M.
Leadership Days Leadership Days 20062006
New Members:New Members:
For the ChapterFor the Chapter: More volunteers, : More volunteers, greater support of the chapter, strong greater support of the chapter, strong
technical base, increased topic range for technical base, increased topic range for the chapter.the chapter.
For the MemberFor the Member: Expanded network of : Expanded network of contacts, professional satisfaction of contacts, professional satisfaction of
assisting peers.assisting peers.
For the ProfessionFor the Profession: The sense of giving : The sense of giving back to the profession by helping others.back to the profession by helping others.
Membership Dev. & Retention
Leadership Days Leadership Days 20062006
Membership Committee Duties:Membership Committee Duties:
Conscientiously seek new members.Conscientiously seek new members.
Develop member prospect lists.Develop member prospect lists.
Follow up with lapsed members.Follow up with lapsed members.
Contact membership inquiries.Contact membership inquiries.
Greet and welcome new members.Greet and welcome new members.
Always prepared with member Always prepared with member applications.applications.
Cooperate with Society membership Cooperate with Society membership programs.programs.
Prepare and staff membership displays.Prepare and staff membership displays.
Membership Dev. & Retention
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Maintaining a Prospect List:Maintaining a Prospect List:
Former MembersFormer Members
Membership Recommendations/ReferralsMembership Recommendations/Referrals
Industry CoverageIndustry Coverage
Other Sources / IndustriesOther Sources / Industries
List MaintenanceList Maintenance
Membership Dev. & Retention
Leadership Days Leadership Days 20062006
New Member Development:New Member Development:
““Why should I join?”Why should I join?”
Presenting ASM International:Presenting ASM International:
1.) Present compelling reasons why 1.) Present compelling reasons why membership yields benefits to a membership yields benefits to a
professional. professional.
2.) Present a convincing body of 2.) Present a convincing body of material to explain benefits.material to explain benefits.
Membership Dev. & Retention
Leadership Days Leadership Days 20062006
Approaches to Prospectives:Approaches to Prospectives:
Personal ContactPersonal ContactA. A. Take the time to present ASMTake the time to present ASM. Relate to . Relate to
their technical area of interest and tie benefits their technical area of interest and tie benefits to match.to match.
B. B. Follow-upFollow-up: Demonstrate your commitment.: Demonstrate your commitment.
C. C. Bring others inBring others in: Introduce to officers and : Introduce to officers and other committee chairs.other committee chairs.
D. D. Stay InvolvedStay Involved: Ask for the application : Ask for the application before the ‘glow’ wears off. Continue the before the ‘glow’ wears off. Continue the
sponsoring.sponsoring.
Membership Dev. & Retention
Leadership Days Leadership Days 20062006
Classification and Fees:Classification and Fees:
Individual Member (IND)Individual Member (IND)
Fee: $97.00*Fee: $97.00*
Rebate: $20.00Rebate: $20.00
* $1.00 goes to support the creation of * $1.00 goes to support the creation of career materials and the efforts of the career materials and the efforts of the
ASM International Foundation. Effective ASM International Foundation. Effective 1/1/20031/1/2003
Membership Dev. & Retention
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Classification and Fees:Classification and Fees:
Chapter Sustaining (SUS)Chapter Sustaining (SUS)
Fee: $110.00 minimumFee: $110.00 minimum
Rebate: $40.00 minimumRebate: $40.00 minimum
This is the minimum fee for this This is the minimum fee for this classification. Chapters may set a higher classification. Chapters may set a higher fee. All funds above the minimum are fee. All funds above the minimum are
also incentive to the chapter.also incentive to the chapter.
Membership Dev. & Retention
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Classification and Fees:Classification and Fees:
ASM Only Student (STU)ASM Only Student (STU)
Fee: $15.00Fee: $15.00
Rebate: $3.75Rebate: $3.75
Available to all students in high school or Available to all students in high school or younger younger onlyonly. All others must join . All others must join
Material Advantage.Material Advantage.
Membership Dev. & Retention
Leadership Days Leadership Days 20062006
Classification and Fees:Classification and Fees:
Material AdvantageMaterial Advantage
ACerS/AIST/ASM/TMS Student ACerS/AIST/ASM/TMS Student MembershipMembership
Fee: $25.00Fee: $25.00
A cooperative membership in which the A cooperative membership in which the student receives benefits from student receives benefits from
ACerS,AIST, ASM and TMS.ACerS,AIST, ASM and TMS.
Membership Dev. & Retention
Leadership Days Leadership Days 20062006
Classification and Fees:Classification and Fees:
Multiple Chapter AffiliationMultiple Chapter Affiliation
Fee: Fee: $42.50$42.50 $22.50$22.50
Rebate: Rebate: $20.00$20.00
Members may choose to affiliate with Members may choose to affiliate with more than one chapter. The multiple fee more than one chapter. The multiple fee
is per additional chapter selected.is per additional chapter selected.
Membership Dev. & Retention
Leadership Days Leadership Days 20062006
Classification and Fees:Classification and Fees:
Retired (RET)Retired (RET)
Fee: $58.20 (60% of IND)Fee: $58.20 (60% of IND)
Rebate: $20.00Rebate: $20.00
Member must be 60 years of age, a Member must be 60 years of age, a member for 10 consecutive years and member for 10 consecutive years and
retired from regular employment.retired from regular employment.
Membership Dev. & Retention
Leadership Days Leadership Days 20062006
Classification and Fees:Classification and Fees:
Life (LIFE)Life (LIFE)
Fee: $38.80 (40% of IND)Fee: $38.80 (40% of IND)
Rebate: $8.00Rebate: $8.00
Members must be at least 65 years of Members must be at least 65 years of age and the age plus years of age and the age plus years of
membership must equal at least 100. membership must equal at least 100. i.e., 70 years old with 30 years i.e., 70 years old with 30 years
membership.membership.
Membership Dev. & Retention
Leadership Days Leadership Days 20062006
Classification and Fees:Classification and Fees:
New Member Initiation Fee: $10.00New Member Initiation Fee: $10.00
Affiliate Society Add-On DuesAffiliate Society Add-On Dues::
Heat Treat Society (HTS) - $20.00Heat Treat Society (HTS) - $20.00
Thermal Spray Society (TSS) - $25.00Thermal Spray Society (TSS) - $25.00
International Metallography Society (IMS) - International Metallography Society (IMS) - $25.00$25.00
Electronic Device Failure Analysis Society Electronic Device Failure Analysis Society (EDFAS) - $88.00 independent $20.00 (add on)(EDFAS) - $88.00 independent $20.00 (add on)
Shape Memory and Superelastic Technologies Shape Memory and Superelastic Technologies (SMST) - $50.00(SMST) - $50.00
Membership Dev. & Retention
Leadership Days Leadership Days 20062006
Chapter Structure Chapter Structure
and Operationsand Operations
Pages 5-8 C.O.M.Pages 5-8 C.O.M.
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Calendar Dates of Note:Calendar Dates of Note:
End of Chapter Year: 31 MayEnd of Chapter Year: 31 May
Fiscal Year: 1 Jan. through 31 Dec.Fiscal Year: 1 Jan. through 31 Dec.
Election Deadline: 1 JulyElection Deadline: 1 July
Chapter Structure and Ops
Leadership Days Leadership Days 20062006
Highlighted Information:Highlighted Information:
Officers: Chair, Vice-Chair, Treasurer, Officers: Chair, Vice-Chair, Treasurer, Secretary (T&S may be combined)Secretary (T&S may be combined)
Purpose of an ASM Chapter:Purpose of an ASM Chapter:
To be the leading technical To be the leading technical organization within its own organization within its own
community.community.
Chapter Structure and Ops
Leadership Days Leadership Days 20062006
Highlighted Information:Highlighted Information:
Vacancies: shall be filled by Vacancies: shall be filled by nomination and election within the nomination and election within the
Executive Committee.Executive Committee.
Rules of Chapter Government:Rules of Chapter Government:
By-Laws shall be consistent with the By-Laws shall be consistent with the Articles of Incorporation, the Articles of Incorporation, the Constitution and the Rules of Constitution and the Rules of Government of the Society.Government of the Society.
Chapter Structure and Ops
Leadership Days Leadership Days 20062006
Committees:Committees:
EssentialEssential: Program, Membership, : Program, Membership, Education, FinanceEducation, Finance
DesirableDesirable: Advisory, Arrangements, : Advisory, Arrangements, Awards Selection, Attendance, Awards Selection, Attendance,
Community Service, Entertainment, Community Service, Entertainment, Long Range Planning, Student Long Range Planning, Student
Affairs, Yearbook, Education, Public Affairs, Yearbook, Education, Public Relations, ReceptionRelations, Reception
Chapter Structure and Ops
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Education Programs Education Programs
and Activitiesand Activities
Pages 19-24 C.O.M.Pages 19-24 C.O.M.
Leadership Days Leadership Days 20062006
Global Benefits:Global Benefits:
1. Value to the local industry.1. Value to the local industry.
2. Reliable or substantial source of 2. Reliable or substantial source of funds.funds.
3. Develop local experts3. Develop local experts
4. Develop a resource pool of 4. Develop a resource pool of experts.experts.
Ed Programs and Activities
Leadership Days Leadership Days 20062006
Ed. Committee Chair Ed. Committee Chair Responsibilities:Responsibilities:
1. Plan and deliver at least one 1. Plan and deliver at least one course.course.
2. Consider an annual theme.2. Consider an annual theme.
3. Select best instructors available.3. Select best instructors available.
4. Publicize the courses.4. Publicize the courses.
5. Publish the course in a brochure.5. Publish the course in a brochure.
6. Recruit and develop event team.6. Recruit and develop event team.
7. Prepare an operating budget.7. Prepare an operating budget.
8. Evaluate and review.8. Evaluate and review.
Ed Programs and Activities
Leadership Days Leadership Days 20062006
Education Training Formats:Education Training Formats:
1. Lecture Courses1. Lecture Courses
2. Video Courses2. Video Courses
3. In-Plant Training3. In-Plant Training
4. Chapter Administered Self-Study4. Chapter Administered Self-Study
Ed Programs and Activities
Leadership Days Leadership Days 20062006
Chapter Tools:Chapter Tools:
1. Education Department Chapter 1. Education Department Chapter CatalogCatalog
2. Chapter Education Course Manual2. Chapter Education Course Manual
3. Chapter Instructor’s Guide3. Chapter Instructor’s Guide
4. Video Trainer’s Guide4. Video Trainer’s Guide
5. Signature Collection Brochure5. Signature Collection Brochure
Ed Programs and Activities
Leadership Days Leadership Days 20062006
Financial PlanningFinancial Planning
GuideGuide
Pages 25-33 C.O.M.Pages 25-33 C.O.M.
Leadership Days Leadership Days 20062006
Important Points:Important Points:
ASM and its chapters do not exist for ASM and its chapters do not exist for the purpose of making money. the purpose of making money.
How much should a chapter hold in How much should a chapter hold in reserve?reserve?
A. One year’s Operational Costs.A. One year’s Operational Costs.
B. $10-15 per member.B. $10-15 per member.
C. Other calculations?C. Other calculations?
Financial Planning Guide
Leadership Days Leadership Days 20062006
Membership Incentives Membership Incentives (Rebates):(Rebates):
Rebate Schedule:Rebate Schedule:
Individual members (IND): $20.00Individual members (IND): $20.00
Student members (STU): $3.75Student members (STU): $3.75
Sustaining members (SUS): $40.00 Sustaining members (SUS): $40.00 min.min.
Retired Members (RET): $20.00Retired Members (RET): $20.00
Multiple Chapter Member: $20.00Multiple Chapter Member: $20.00
Membership ‘Snapshot’: 1 Membership ‘Snapshot’: 1 September.September.
Financial Planning Guide
Leadership Days Leadership Days 20062006
Rebate Exceptions:Rebate Exceptions:Paid in 9 installments Sept. through Paid in 9 installments Sept. through
May.May.Chapter Sustaining Memberships Chapter Sustaining Memberships
above the $110.00 base rate.above the $110.00 base rate.Chapter Sustaining Memberships are Chapter Sustaining Memberships are paid the month following collection paid the month following collection
by Materials Park.by Materials Park.Rebate totals less than $2500 are Rebate totals less than $2500 are
paid in full.paid in full.Must be Chapter in Good Standing.Must be Chapter in Good Standing.
Financial Planning Guide
Leadership Days Leadership Days 20062006
Investments:Investments:
Chapter Investment Program (CHIP)Chapter Investment Program (CHIP)
Established in March 1974.Established in March 1974.
Safety of Principle.Safety of Principle.
Yield greater than passbook savings.Yield greater than passbook savings.
Immediate cash availability.Immediate cash availability.
Revised in 1998.Revised in 1998.
All chapters are eligible to All chapters are eligible to participate.participate.
Financial Planning Guide
Leadership Days Leadership Days 20062006
CHIP Options:CHIP Options:OPTION 1: Pooled with other chapters, OPTION 1: Pooled with other chapters,
guaranteed return, no fees, liquidity, principle guaranteed return, no fees, liquidity, principle is guaranteed by assets of ASM not federal, is guaranteed by assets of ASM not federal, short-term, statements on the 15th of the short-term, statements on the 15th of the
month.month.
OPTION 2: Pooled with other chapters and ASM OPTION 2: Pooled with other chapters and ASM investment funds, variable return, fees investment funds, variable return, fees
associated, gain/loss calculation, principle not associated, gain/loss calculation, principle not guaranteed, long-term, statements on the 20th guaranteed, long-term, statements on the 20th
of the month.of the month.
OPTION 3: Combination of 1 & 2.OPTION 3: Combination of 1 & 2.
Financial Planning Guide
Leadership Days Leadership Days 20062006
Technical Program Technical Program Planning GuidePlanning Guide
Pages 34-37 C.O.M.Pages 34-37 C.O.M.
Leadership Days Leadership Days 20062006
Considerations:Considerations:
Program CommitteeProgram Committee
Building a ProgramBuilding a Program
Programming for All MembersProgramming for All Members
Resources:Resources:
Trustee Visit ProgramTrustee Visit Program
Chapter Speakers DirectoryChapter Speakers Directory
Tech. Program Planning Guide
Leadership Days Leadership Days 20062006
Student Outreach Student Outreach and Activitiesand Activities
Pages 54-60 C.O.M.Pages 54-60 C.O.M.
Leadership Days Leadership Days 20062006
Career Awareness:Career Awareness:
Career Day ProgrammingCareer Day Programming
National Engineers WeekNational Engineers Week
High School Visitation ProgramHigh School Visitation Program
Materials Activities:Materials Activities:
Industrial ToursIndustrial Tours
Students’ Night MeetingsStudents’ Night Meetings
Professional ShadowingProfessional Shadowing
Engineering Open HousesEngineering Open Houses
Student Outreach and Activities
Leadership Days Leadership Days 20062006
Education:Education:
Science FairsScience Fairs
Mini-Course in Technology of MaterialsMini-Course in Technology of Materials
Demonstrations/ExperimentsDemonstrations/Experiments
ScholarshipsScholarships
Seminars for TeachersSeminars for Teachers
Boy Scout ProgramBoy Scout Program
Student Outreach and Activities
Leadership Days Leadership Days 20062006
Member Needs Member Needs SurveySurvey
Pages 64-71 C.O.M.Pages 64-71 C.O.M.
Leadership Days Leadership Days 20062006
Process:Process:
PlanningPlanning
Survey PreparationSurvey Preparation
TimingTiming
Data CollectionData Collection
Analysis and ReportAnalysis and Report
Member Needs Survey
Leadership Days Leadership Days 20062006
2005-2006 2005-2006 CalendarCalendar
Page 79 C.O.M.Page 79 C.O.M.
Leadership Days Leadership Days 20062006
Chapter Quality and Recognition ProgramChapter Quality and Recognition Program
Annual Chapter ReportAnnual Chapter Report
Chapter Leadership DaysChapter Leadership Days
Reports and Processes
Leadership Days Leadership Days 20062006
Communications:Communications: Chapter Nexus, Leadership Chapter Nexus, Leadership Days, Trustee Visit Program, On-Line Days, Trustee Visit Program, On-Line
Communications, Chapter Council District Communications, Chapter Council District Reps.Reps.
Other Assistance:Other Assistance: Chapter Relations Office, Chapter Relations Office, Regional Meeting Subsidies, Educational Regional Meeting Subsidies, Educational
Course Subsidies, Insurance Coverage, Policy Course Subsidies, Insurance Coverage, Policy on Meetings, Meeting Access, Regional Chapter on Meetings, Meeting Access, Regional Chapter
Events, Publications by Chapters, The Board, Events, Publications by Chapters, The Board, Exhibit Requirements for Regional Chapter Exhibit Requirements for Regional Chapter
Events, ASM Assistance For Chapter Events, ASM Assistance For Chapter ConferencesConferences
Resources
Leadership Days Leadership Days 20062006
Approaches to Prospectives:Approaches to Prospectives:
Telephone SolicitationTelephone Solicitation
Prepare a brief, articulate message.Prepare a brief, articulate message.
Membership advantages should be Membership advantages should be extremely familiar and on the tip of the extremely familiar and on the tip of the
tongue.tongue.
Personal letter informing them of the call.Personal letter informing them of the call.
Encourage discussion.Encourage discussion.
Personal visit not required, unless Personal visit not required, unless requested.requested.
Assist in completing the application.Assist in completing the application.
Membership Dev. & Retention
Leadership Days Leadership Days 20062006
Student Membership:Student Membership:
Recruiting ProceduresRecruiting Procedures
Meet with Faculty Advisor - identify Meet with Faculty Advisor - identify benefits.benefits.
Generate a list of students who are Generate a list of students who are eligible.eligible.
Keep a supply of student application Keep a supply of student application forms.forms.
Student drive should be a concentrated Student drive should be a concentrated effort.effort.
Begin early in the academic year.Begin early in the academic year.
Membership Dev. & Retention
Leadership Days Leadership Days 20062006
Student Membership:Student Membership:
RetentionRetention
Maintain sponsor relationship.Maintain sponsor relationship.
Ensure a welcome environment.Ensure a welcome environment.
Engage them in the chapter.Engage them in the chapter.
Student to Individual MembershipStudent to Individual Membership
Conversion - No charge for first year.Conversion - No charge for first year.
Membership Dev. & Retention
Leadership Days Leadership Days 20062006
Individual Member Retention:Individual Member Retention:
Maintain an organized retention program.Maintain an organized retention program.
Follow up with lapsed memberships.Follow up with lapsed memberships.
Chapter Change Report.Chapter Change Report.
Lapsed Members lose benefits at 120 Lapsed Members lose benefits at 120 day point.day point.
Telephone call or personal visit.Telephone call or personal visit.
Uncover the reason for the decision to Uncover the reason for the decision to not renew.not renew.
Membership Dev. & Retention
Leadership Days Leadership Days 20062006
Individual Member Retention:Individual Member Retention:
Retired Member ProgramRetired Member Program
Welcome new membersWelcome new members
Acknowledge new membersAcknowledge new members
Get New Members involved in activities.Get New Members involved in activities.
Membership Dev. & Retention
Leadership Days Leadership Days 20062006
Public Relations Public Relations GuidelinesGuidelines
Pages 52-53 C.O.M.Pages 52-53 C.O.M.
Leadership Days Leadership Days 20062006
Basics:Basics:
Build public awareness to enhance your Build public awareness to enhance your chapter, your sustaining members and chapter, your sustaining members and
the society as a whole.the society as a whole.
Print and broadcast media.Print and broadcast media.
Know and maintain press contacts.Know and maintain press contacts.
Respect their deadlines.Respect their deadlines.
Be concise when writing press releases.Be concise when writing press releases.
Public Relations Guidelines
Leadership Days Leadership Days 20062006
ASM International Identity:ASM International Identity:
Our Society is Our Society is ASM InternationalASM International (or just (or just ASM on second mention). Not ASMI, nor ASM on second mention). Not ASMI, nor
American Society for Materials American Society for Materials International, nor American Society for International, nor American Society for
Metals. Always use the logo which Metals. Always use the logo which includes the words “The Materials includes the words “The Materials
Information Society.”Information Society.”
To explain use the following: To explain use the following: ““ASM International is a volunteer society for materials ASM International is a volunteer society for materials
professionals, providing a worldwide network professionals, providing a worldwide network dedicated to advancing industry, technology, and dedicated to advancing industry, technology, and
humanity through the sharing of timely, useful and humanity through the sharing of timely, useful and reliable technical information.”reliable technical information.”
Public Relations Guidelines
Leadership Days Leadership Days 20062006
ASM International Logos:ASM International Logos:
Public Relations Guidelines
Leadership Days Leadership Days 20062006
ASM Resources:ASM Resources:
Send in photos and articles to Send in photos and articles to ASM ASM NewsNews, care of:, care of:
Rego Giovanetti, Communications OfficerRego Giovanetti, Communications Officer
440-338-5151 x5622 440-338-5151 x5622 [email protected] [email protected]
Send in articles to Send in articles to Chapter NexusChapter Nexus, care , care of:of:
Candace CunninghamCandace Cunningham
440-338-5151 x5527440-338-5151 x5527
[email protected]@asminternational.org
Public Relations Guidelines