Using the Chapter Dashboard, a look at assessing chapters to create success. Includes key trends for chapters to be aware of as well as a look at creating an adhocracy for more volunteer involvement.

1. Assessing Your Chapter For Success 2010 Annual Leadership Forum

2. FOUR TRENDS for Associations And the IMPACT on your chapter

3. Values Time Control Decision To Volunteer… Conducted by ASAE & The Center, 2008

4. Meaning Affiliation Outcomes Decision To Join… Conducted by ASAE & The Center, 2007

5. Collaboration Impact Fluid Social media revolution…

6. Member-led Decentralized Net-promoter Designing Your Future Conducted by ASAE & The Center, 2008

7. A Chapter Dashboard Key Indicators for success

8. The light is green … Vibrant leadership with a clearly defined and operational succession plan Supportive administrative infrastructure High member involvement Menu of services that meet member needs

9. Key board and team positions filled Pool of active volunteers Succession plan defined and operational Leadership

11. When & how will we get there?

12. Why do we want to go there?

14. Execute

15. Communicate “You make a living by what you get. You make a life by what you give.” - Winston Churchill “Don't ever question the value of volunteers. Noah's Ark was built by volunteers; the Titanic was built by professionals.” - Anonymous

16. Administrative tasks covered Operational policies & procedures in place Accurate member & financial records Effective reporting Administrative Structure

17. Administrative Tips

18. Connect with the chapter attend contact participate support Volunteer = Citizenship Member Involvement

19. Educational events Networking opportunities Career connections Community service Member Services

20. A New Blueprint Form FOLLOWS Function

21. Creating an Adhocracy… Short-term Measurable Meaningful Makes a difference

22. Adhocracy in Action

23. Adhocracy in Action

24. Position: Newsletter Editor Goal: Produce 6 bi-monthly online newsletters (6-8 short articles each) between July 1, 2009 and June 30, 2010. Articles to include standard items such as president’s letter, calendar of events, new member list, member spotlight, event promos and re-caps, etc. as well as features on current issues. Tasks: Develop editorial calendar Recruit & manage contributors (e.g., copywriters, photographers, designer/layout, proofers, distributor – see below) Solicit as needed, review & edit submissions Oversee or handle loading into e-news software & distributing Reward: Thank you from president, attribution in newsletter, pride in accomplishment and contribution to profession. Contributors (Ad Hoc volunteers): Copywriters (Per Event/Activity) Labor Pool: students / young professionals seeking certification / knowledgeable vendors / etc. Job Request: 150-200 word re-cap of event, interview member by phone (pre-defined script), 200-300 word description of current issue, etc. by [insert date – leave time for procrastination] Photographers (Per Event/Activity) Labor Pool: professional photographers (check their website) Job Request: 50-75 photos of event, activity by [insert date – leave time for procrastination] Reward: Each receives attribution in newsletter, thank you from newsletter editor & chapter officer (and registration discount). Adhocracy in Action

25. Position: Volunteer Coordinator (Sample IFMA Boston Chapter) The volunteer coordinator position was created to help with 3 issues: 1. Resource allocation 2. New member involvement/orientation 3. Member retention Overview: The purpose of the position is to match interests and talents with committees who require resources to perform their duties. The Volunteer Coordinators are responsible for acting as liaisons with the various committees to understand the nature of the duties to be performed by volunteers, and to act as a resource for new and current Chapter members who are looking for ways to be involved in Chapter operations. Specific tasks: Use the data from our annual survey and monthly program evaluations to collect information from potential volunteers Regularly attend committee meetings/be in contact with committee chairs and the Board of Directors to remain apprised of volunteer resources they need Attend Chapter functions to meet and engage with new and returning members, extending personal invitations to become involved Follow up with volunteers placed on committees to monitor progress and satisfaction Keep the Board of Directors informed of volunteers needed, placed, and progress Adhocracy in Action

26. Position: Volunteer Coordinator (Sample IFMA Orange County Chapter) The Volunteer Chair shall 1) build volunteering awareness within the chapter, 2) engage volunteers, 3) act as a liaison between the Associate members, the Professional members and the Board of Directors. Responsibilities Work with other chair members to match volunteering needs . Determine human recourses needed by chapter. Recruit members to volunteer Match members to other chair members committee needs Repeat Skills The Volunteer Chair should have good organizational and people skills. The Chair should be able to communicate and delegate chapter tasks to the appropriate volunteers; matching the need with the skill set. Adhocracy in Action

27. Contact Me Email: phoffman@marinermanagement.com Phone: 301-725-2508 Website: www.marinermanagement.com Twitter: @peggyhoffman LinkedIn: Peggy Hoffman