2012 Leadership Academy

Chapter Management 101

Houston, TexasOctober 18, 2012

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.

• Name• Chapter• Position• Why you’re here?

Welcome and Introductions

Why are we here?

• Staff Introductions

• Session Goals

• Session Materials

www.afpnet.org/CM101

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

AFP Organization

• Membership Services Division• Professional Advancement Division• External Relations Division• Finance Committee• AFP Foundations for Philanthropy

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

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

Districts

• 12 Districts (worldwide)

• Ensure geographic representation on

AFP Board

• Specific districts listed on handout

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

Chapter Services DirectorsWestern US, PA, NC, SC

Larry Hostetler – (916) 544-2024, lhostetler@AFPnet.orgCentral US, GA and FL

Val Lay – (614) 266-9918, vlay@AFPnet.org CT, MA, NH, NY, RI, Canada, Asia

Lori Gusdorf – (703) 519-8449, lgusdorf@AFPnet.org DC, DE, MD, NJ, VA

Taryn Gold – (703) 519-8452, tgold@AFPnet.org Canada

Cynthia Quigley – (416) 941-9212, cquigley@AFPtoronto.orgMexico

Rose Sandoval – (52) 55 3626 1592, rsandoval@AFPnet.org

Requirements of Chapter Management

1) Accord2) 2013 Important Chapter Dates3) Chapter Visits4) Ethics5) Membership Categories6) Bylaws7) CPC Representation

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

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

Requirements5) Membership Categories– Set by IHQ– Chapters cannot change

6) Bylaws & Affiliation Agreement– Standardized Bylaws– Chapter Affiliation Agreement

7) CPC Representation

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

If I only knew…..

• PRESIDENT – Big Picture

– Good news and bad news

– An act of service

– Do it the way it should be done

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!

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?

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?

If I only knew…..

• PRESIDENT – Housekeeping– Monthly Lunches– BOD Lunch passes– BOD Recognition/Thank you– Missed meetings

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…………

If I only knew…..

• IMMEDIATE PAST PRESIDENT– Nominating Committee• Procedures• Returning BOD Members• New BOD Members

Speed Mentoring

Ways to Work Together

COMMUNICATE!

•Monthly Chapter Presidents’ e-newsletter

•Direct communication with Chapter Committee Chairs

•Chapter Services Directors

Chapter Services DirectorsWestern US, PA, NC, SC

Larry Hostetler – (916) 544-2024, lhostetler@AFPnet.orgCentral US, GA and FL

Val Lay – (614) 266-9918, vlay@AFPnet.org CT, MA, NH, NY, RI, Canada, Asia

Lori Gusdorf – (703) 519-8449, lgusdorf@AFPnet.org DC, DE, MD, NJ, VA

Taryn Gold – (703) 519-8452, tgold@AFPnet.org Canada

Cynthia Quigley – (416) 941-9212, cquigley@AFPtoronto.orgMexico

Rose Sandoval – (52) 55 3626 1592, rsandoval@AFPnet.org

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

Chapter Website Program

AFP encourages all chapters to have a web presence to advance our mission, goals and branding.

Margie BennettManager, Chapter Servicesmbennett@afpnet.org

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

THE GOOD, THE BAD, AND THE UGLY

• What makes you proud of your Chapter?• What truly gives you “heartburn”?

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

Chapter Leaders Network

Ideas that Work

PrintQ Resources

• Marketing Brochures

• Logos (Ten Star, Chapter specific)

Chapter Leader Orientation Calls

• Accord Orientation (December)• Presidents/Presidents-Elect• Administrators• Membership Chairs• Treasurers• Foundation Chairs• Diversity Chairs

Chapter Leadership Conference Call Series

• President & CEO and AFP-I Board Chair• Member Retention• Volunteer Management• Revenue Generating Ideas• Programs for Advanced Professionals

Chapter Award Programs

• Ten Star Award

• Friends of Diversity Award

• Cash Incentives

– Membership

– Foundation

THE CHAPTER’S ROLE

• Interface with AFP International (aka the

Association, IHQ)

• Link to your chapter members

• Ambassador to the public in your community

Session Evaluation & Follow-Up

• What was your “WOW!” moment?• Brief email survey

THANK YOU FOR ALL YOU DO FOR AFP!!