Chapter tutorial 2012

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Information for PLUS Chapter Chairs

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Chapter tutorial 2012

  1. 1. Press Arrow toAdvance to NextSlide
  2. 2. THANK YOU FOR LEADING YOUR CHAPTERPLUS is the #1 resource for information, education andbusiness networking for Professional Liability specialists.As Chapter Chair, you will have a tremendous impact onthe professional liability industry in your region.Your leadership is VITAL to the success of yourchapter...and to the future of PLUS!For many, the position of Chapter Chair has been astepping stone toward greater leadership roles at theInternational level of PLUS. So if you enjoy your role asChapter Chair, consider other ways to get involved inPLUS!
  3. 3. WHAT DO YOU WANT TO KNOW? NOTE: Click on the LINKS above for more information about a topic
  4. 4. CHAPTER CHAIRS RESPONSIBILITIES...  Communicate regularly with PLUS  Preside at chapter committee meetings  Lead your committee in planning & problem solving  Participate in PLUS Chapter Development trainings and conference calls  Further the PLUS mission
  5. 5. GET STARTED!Schedule a committee meeting to plan the year.Set a tentative schedule of events by the 1st of the year, if you haven’t already done so.Contact PLUS with your schedule (we’ll help you from there).
  6. 6. LEADERSHIPSelect good people with a proven record of effective service.Expect everyone on your committee to get involved. Delegate tasks!
  7. 7. COMMUNICATION IS KEY Hold regular meetings with your committee. Communicate regularly with Chapter Director, Glenda Swan at PLUS. Ask for help if you are having trouble with your committee, planning an event, finding presenters, soliciting sponsorship, or just finding time to get everything done.
  8. 8. GOALS FOR CHAPTERS...  Enhance the professionalism of PLUS members through quality education events and other activities  Involve PLUS members locally  Inform non-members about PLUS and encourage them to become members.Chapters are Expected to holdat least 2 events each year…
  9. 9. ANNUAL SPONSORSHIP$ Chapters typically utilize Annual Sponsorship as their primary revenue source. ₤ Sponsorship is solicited once a year € Enough sponsorship is collected to support the chapter for the entire year. Ұ Companies are recognized as sponsors at all chapter events throughout the year.
  10. 10. MORE ON ANNUAL SPONSORSHIP... Sponsorship levels should be high enough to support year-long activities: Typically $750 - $2500 Chapters should plan a minimum of 3 events. Companies are approached early. (between November- January). Funds are allocated at the beginning of the year; unused funds go back to PLUS at the end of the year. CLICK HERE TO Chapters must upholdSPONSOR DOWNLOAD the commitments outlined in the Sponsorship Form. FORM
  11. 11. GOVERNANCE FUNDS$$$ Each chapter receives $1,500 to offset costs related to governing the chapter:  food and beverages at meetings  travel expenses for Chairs to attend a chapter event  conference calls  recognition dinner for committee members Contact PLUS if you have questions about whether something may be paid with governance funds.
  12. 12. PLANNING AN EVENT Click Logo above for more information about this topic
  13. 13. PLANNING AN EVENTPLUS’s Role:Negotiate venue, sign contracts, provide paymentsCoordinate Logistics: space, food & beverage, AVPrepare or approve the budgetProcess & File CE/CLE before & after eventCreate & distribute promotional materialsProcess Registrations & SponsorshipProvide all information & supplies needed for the eventProvide signageSend evaluations & feedback from attendees
  14. 14.  Keynote & breakout sessions  Round Table DiscussionsEXAMPLES OF EVENTS: Networking:  Cocktail Reception  Drop-in Happy Hour  Sports & Activities– Go to a game or show Click on the Foundation Logo above for PLUS  Start a PLUS Team Foundation Chapter Charity information. Volunteer:  Fund Raising  Collect items for a food shelf, Toys for Tots, etc.  Work at a community charity event
  15. 15. RESOURCES FOR YOU Click on each circle to learn more PLUS CHAPTERDEVELOPME CHAPTER NT LIAISONSCOMMITTEE
  16. 16. Marissa Duffy Member Services • Answers member questions about events • Sends confirmations & Cathy Haukom • Files for CE & CLE evaluations Continuing Education • Manages speaker credit database with the states • Rosters attendance for CE Other PLUS • Sends course Staff Who Glenda Swan Support Chapter completion certificates to Director of Events Laura Palmer-Turnacliff participants Chapters Meetings & Events Coord. (952)746-2580gswan@plusweb.orGlenda is your primary Sue Sheldon • Helps plan selectcontact at g PLUS. She Member Services chapter events • Processeswill work with you as you • Coordinates webinarsplan events and will registrationsassist you if you have and sponsorquestions or concerns paymentsabout leading your • Prepares and shipsChapter. the registration box
  17. 17. The OperationsManual outlinespolicies andprocedures forChapters. Everythingfrom governance toevent planning iscovered. Click on this graphic to download the Operations Manual.
  18. 18. BOARD LIAISONSSue Chmieleski Bob Chadwick Sarah Goldstein Board Trustee Past Texas Chapter Past So. California Chair Chapter ChairThe PLUS President appoints experienced chapterleaders and at least one Trustee to serve as a liaisonbetween the chapters, the PLUS Board and the staff.
  19. 19. CHAPTER DEVELOPMENT COMMITTEE The Chairs from the other 13 Chapters are available to support and assist you. CLICK HERE for the contact information of the 2013 Chairs.•Conference Calls or Face-to-Face meetings are heldquarterly with all Chapter Chairs.•A LinkedIn group has been set up to offer a forum forChairs to share ideas, challenges and successes witheach other. To join the PLUS Chapter Chairs group visitLinkedIn.
  20. 20. SAMPLE CHAPTER EVENT BUDGET PROJECTED FINAL BUDGETREVENUE Number Amount Total Number TotalMembers 25 $ 35.00 $ 875.00 35 $ 1,225.00Non-Members 25 $ 45.00 $ 1,125.00 18 $ 810.00Speakers/VIP 50 $ - $ - 21 $ -Total Participation Fees 100 $ 2,000.00 74 $ 2,035.00Sponsor Income Number Amount TotalPlatinum $ 1,000.00 $ - $ -Gold $ 500.00 $ - 1$ 500.00Silver $ 250.00 $ - $ -Annual Sponsorship $ - $ 10,560.00 $ 6,370.00Total Sponsors - $ 10,560.00 1$ 6,870.00TOTAL REVENUE $12,560.00 $ 8,905.00EXPENSESType Number Amount Total Number TotalPrintingMailing - $ 0.75 $ - CLICK HERE TO - $ 0.44 $ - $ - DOWNLOADPhotographer $ - $ 200.00Minimum Guaranty BUDGET TEMPLATEFacility/Site 100 $ - $ 600.00Attendant Fees $ 150.00Food ($76pp) 100 $ 40.00 $ 4,000.00 60 $ 2,905.00Beverages (hosted bar 1-1/2 hrs) 100 $ 16.00 $ 1,600.00 60 $ 614.50Service Charge 24.00% $ - $ 844.68Sales Tax 7.75% $ 46.50 $ 349.93AV 0$ - $ 1,200.00 $ 1,736.95Parking 75 $ 12.00 $ 900.00 $ -Signage 1$ 130.00 $ 130.00 $ 354.83CE/CLE Filing 1$ 150.00 $ 150.00 $ 107.00PLUS Offset $ 800.00 $ 800.00Shipping 1$ 100.00 $ 100.00 $ 78.29TOTAL EXPENSES $ 9,526.50 $ 8,141.18 PROJECTED ACTUAL NET BALANCE $3,033.50 $763.82 (For the purpose of determining fees) PER PERSON COST ($10.34) $110.02 Total Venue $ 6,601.06

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