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Principals & Effective Practices
Peggy Hoffman, CAE
Peter Houstle
 Association are about “associating”
 Organizational structure should enable connections
 Chapters are one way of exten...
Range of models:

 Separate, independent organizations which
collaborate and partner
 Affiliated organizations which are...
Matching the Options: 3 Guiding
Questions
 How important is it for people to get together in

person to achieve your purp...
Matching the Options: 3 Areas to
Explore
 What services or activities are most appropriate for

chapters to offer or perf...
Resources to Succeed
 Financial

 Human – paid staff and member-volunteer
 Technology
 Training and Information
 Envi...
Organizational Options
TRADITIONAL

NEW APPROACH

Chapter Charter

Principals of Affiliation

Board of Directors

Not appl...
Organizational Options
Begin with the function, then focus on form.
Questions?

Mariner Management ▪ www.marinermanagement.com
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Building Association Chapters

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Thinking about building a local chapter network - or re-imagining yours? A few key questions and tips exploring principals and effective practices for developing a strong chapter program.

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Building Association Chapters

  1. 1. Principals & Effective Practices Peggy Hoffman, CAE Peter Houstle
  2. 2.  Association are about “associating”  Organizational structure should enable connections  Chapters are one way of extending the organization’s reach and creating face-to-face connections
  3. 3. Range of models:  Separate, independent organizations which collaborate and partner  Affiliated organizations which are separate but have shared mission and branding  Division or branch of the same organization  Sub-group of the organization
  4. 4. Matching the Options: 3 Guiding Questions  How important is it for people to get together in person to achieve your purpose?  To what extent are there unique local issues across your country or do national issues need to be addressed locally?  Are you significantly advancing the mission by creating infrastructure to support local activities? (Will the results be worth the effort?)
  5. 5. Matching the Options: 3 Areas to Explore  What services or activities are most appropriate for chapters to offer or perform?  How will you define success? What metrics will you measure and how?  What resources are required for chapters to succeed and are these available?
  6. 6. Resources to Succeed  Financial  Human – paid staff and member-volunteer  Technology  Training and Information  Environmental Conditions  Opportunities
  7. 7. Organizational Options TRADITIONAL NEW APPROACH Chapter Charter Principals of Affiliation Board of Directors Not applicable Articles of Incorporation/By-Laws Not applicable Elections Not applicable Standing Committees Task-Oriented Teams Regular Meetings Meet Only As Needed Bank Account HQ Funding Pool 1-up Communications Systems (e.g. Web, Email) Centralized Communications Systems Limited Program Management Expertise (Event Planning, Marketing/Comm, Etc.) Program Management Expertise Highly Supported or Provided Directly by HQ Limited Member Needs Assessment Needs Assessment Tools & Data Supplemented or Provided Directly by HQ Awards Based on Activity Rather than Results Awards Based on Results Knowledge Uncollected Knowledge Harvested & Shared A look at the evolving options from a USA perspective. Acknowledges that some chapters achieve a financial size that requires some traditional structure, such as a central governing body, incorporation, formal by-laws.
  8. 8. Organizational Options Begin with the function, then focus on form.
  9. 9. Questions? Mariner Management ▪ www.marinermanagement.com

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