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About HDIAbout HDI

Meet HDIMeet HDI

Technical Service & Support Industry

• THE professional network for technical service and support, offering knowledge, relationships, and collaboration through certification and training, research, conferences, and networking communities

• Serves a community of >128,000 professionals

• Guided by an international panel of industry experts and practitioners

• HDI is the premier resource for best practices and emerging trends

• HDI connects solution providers with practitioners through industry partnerships and marketing services

Top 10 Reasons to Become an HDI MemberTop 10 Reasons to Become an HDI Member

1.1. Networking & Connections. Networking & Connections. 2.2. Professional Development. Professional Development. 3.3. Local Chapter Access. Local Chapter Access. 4.4. Events. Events. 5.5. Resources & Research. Resources & Research.

Research-based, extensive list of values offered to HDI members!

6. Webcasts. 6. Webcasts. 7. Discounts. 7. Discounts. 8.8.Professional Recognition. Professional Recognition. 9.9.Community and Exclusivity.Community and Exclusivity.10.10.Memories to Last a Lifetime. Memories to Last a Lifetime.

www.ThinkHDI.com/Membership/Renew/Top-10-Reasonswww.ThinkHDI.com/Membership/Renew/Top-10-Reasons

Opportunities only available to HDI members!

HDI Local ChaptersHDI Local Chapters

Local Chapter ValueLocal Chapter Value• GET INVOLVED.

– Local Chapter Membership is a fantastic way to stay connected with technical service and support industry professionals in your area

– Collaborate with your peers during monthly local chapter meetings and take your career in new directions

• BE VALUABLE.– Local Chapter Membership not only provides you with opportunities to collaborate with your peers,

build your professional network, and involve yourself in a community of technical service and support professionals

– It also creates valuable resources you can use to demonstrate your value to your organization, wherever your career takes you

Officer BenefitsPersonal benefits to individual officers:•Complimentary gold membership for officers for the tenure of their office

– A $595 value– Not to exceed 7 officers per chapter– With this membership comes the normal member benefits of:

• Discounts to conferences, training, bookstore• Hard copy deliverables• Member access to all online products, white papers, etc.

•Online Training: Any Online Certification course offered by HDI Global– Cost for officer is $250– Regular price $495 to $695

•Recognition as leaders of the support industry– Letter of appreciation to your boss from HDI National– Recognition whenever possible in HDI sponsored publications

• Community News, HDI Insider ezine, HDI website, HDIConnect– Honored whenever possible at HDI sponsored events

• Officer Summit, Officer Meeting at Annual conference, Annual Conference, training courses, etc. Officer benefits for chapter growth and officer responsibility:•Monthly conference calls

– All officer conference call– Regional officer conference call

•Local Chapter “Mini-Summit” at conference – hosted by HDI National•Local Chapter Summit

– HDI pays for food, local transportation, entertainment– Officer pays for travel and lodging

PresidentPosition Overview:Local Chapter president shall lead, manage and direct the chapter in a professional and business-like manner. You are the “champion” of your chapter and will focus on making your chapter the leading professional association for IT service and technical support in your geographic area. Essential position functions:•Leads chapter meetings and/or assigns to other officers to lead meetings•Ensures regular review of chapter bylaws, including adherence as well as on time submission of chapter deliverables.•Ensures officer positions are held by engaged individuals •Represents the chapter on all official matters•Takes steps to ensure that all officers abide by HDI’s LC Policies & Procedures Agreement•Hold regular board meetings•Fill in for other officers as needed•Make an effort to attend and encourage other officers to attend the annual Officers’ Summits•Represent the IT service and technical support industry in a knowledgeable and professional manner•Foster growth and mentor other officersOfficer Requirements:•Ability to attend X% of meetings. RSVP promptly and accurately to meeting invites.•Responsive to fellow officers, members and potential members. Respond to Chapter related e-mails and inquiries within 2 business days.•Sufficient time to dedicate to a volunteer position. Estimated time for this position is X hours per month.•Commitment to share knowledge through updates and posting of articles to CHKR, the centralized shared knowledge repository for HDI Local Chapter Officers.•Team leader and team player. Fill in for other officer positions as needed.

VP Finance

Position Overview:Responsible for Local Chapter expenditures and receipts and maintenance of financial transactions related to the Local Chapter. Ensures that all financial commitments are for Local Chapter purposes only and that HDI Global is not liable for Local Chapter expenses, liabilities or financial obligations, or taxes associated with Local Chapter activities.

Essential position functions:•Maintains chapter checking account and all financial obligations, including but not limited to budgeting, investments, donations, deposits and disbursements, filing tax id paperwork.•Deposits monthly membership checks, as well as other checks and monies sent to chapter, within one month of receipt•Updates chapter QuickBooks account in compliance with the HDI Policies and Procedures•Provides yearly financial update to HDI National on or before February 15 of each year•Supports President when necessary and leads meetings when necessaryOfficer Requirements:•Ability to attend X% of meetings. RSVP promptly and accurately to meeting invites.•Responsive to fellow officers, members and potential members. Respond to Chapter related e-mails and inquiries within 2 business days.•Sufficient time to dedicate to a volunteer position. Estimated time for this position is X hours per month.•Commitment to share knowledge through updates and posting of articles to CHKR, the centralized shared knowledge repository for HDI Local Chapter Officers.•Team leader and team player. Fill in for other officer positions as needed.

VP of Communications

sends Local Chapter meeting minutes to Local Chapter membershipsends Local Chapter meeting reminders to Local Chapter membershipsends Local Chapter special events invitations and reminders to Local Chapter membershipdistributes Newsletter to Local Chapter membership and Regional Directordistributes all communication from the Local Chapter officers to the Local Chapter membershiptracks RSVPs for Local Chapter meetings and eventsworks with VP of Membership to track members and guestsworks with VP of Membership to create sign-in sheets and name tags for Local Chapter meetingsparticipates in HDI conference calls and reports content to Local Chapter officerscontributes to Newsletter with information about the previous chapter meetingperforms other duties as assigned by the President

VP of MembershipPosition Overview:Assist with developing and implementing strategies to stay connected with current membership and educate on the value of membership. Contact with potential, new and expired members to promote the benefits of HDI

Essential position functions:•Coordinate membership drives and related activities to promote HDI membership•Keep track of new, renewed and non members on a database for use with local chapter membership drives•Introduces and welcomes new members at local chapter meetings•At each meeting provides welcome table with sign in sheet, badges, and welcoming committee •Supports President when necessary and leads meetings when necessaryOfficer Requirements:•Ability to attend X% of meetings. RSVP promptly and accurately to meeting invites.•Responsive to fellow officers, members and potential members. Respond to Chapter related e-mails and inquiries within 2 business days.•Sufficient time to dedicate to a volunteer position. Estimated time for this position is X hours per month.•Commitment to share knowledge through updates and posting of articles to CHKR, the centralized shared knowledge repository for HDI Local Chapter Officers.•Team leader and team player. Fill in for other officer positions as needed.

VP of ProgramsPosition Overview:The Local Chapter Officer Vice President of Programs must assist with the development of Chapter member events. Identify topics, speakers, and meeting agendas with the assistance of other board members, and Chapter members. Chapters reserve the right to add Special Events and other Event Coordinators and divide responsibilities as needed.

Essential position functions:•Works with officer team to schedule meetings and topics pertinent to members needs•Coordinates all meeting needs including: speaker needs and logistics, AV requirements, handouts, refreshments, etc.•Keeps speaker contact list for future meetings.•Works with all officers to create at least a 3-month calendar of speakers and meetings including contingency plan for specified program.•Ensures speaker-engagement information, including meeting location is available to Chapter Officers at least 30 days prior to meeting.•Primary contact for developing educational ideas and requests for chapterOfficer Requirements:•Ability to attend X% of meetings. RSVP promptly and accurately to meeting invites.•Responsive to fellow officers, members and potential members. Respond to Chapter related e-mails and inquiries within 2 business days.•Sufficient time to dedicate to a volunteer position. Estimated time for this position is X hours per month.•Commitment to share knowledge through updates and posting of articles to CHKR, the centralized shared knowledge repository for HDI Local Chapter Officers.•Team leader and team player. Fill in for other officer positions as needed.

VP of Content RelationsPosition Overview:The Local Chapter VP of Content Relations is responsible for the management of the content of the Local Chapter. Including but not limited to Meeting Minutes, Flyers, PPT’s, Whitepapers, books and the website. Management and updating of any social media networks including Twitter, LinkedIn and Facebook are included. Essential position functionsContent Management

– Content aggregation, sourcing and discover– Ensure accuracy and validity of content– Copyright adherence– Trustworthy sourcing– Access control and confidentiality– Source Management– Life Cycle Management

Knowledge Management– Chapter FAQ’s– Version Control

CHKR– Responsible for the content published by the local chapter

• Tagging and categorization• Scheduled review

Liaison to HDI Global – Push content to HDI Global– Updates to Rosters sent to HDI Global

Officer Requirements:•Ability to attend X% of meetings. RSVP promptly and accurately to meeting invites.•Responsive to fellow officers, members and potential members. Respond to Chapter related e-mails and inquiries within 2 business days.•Sufficient time to dedicate to a volunteer position. Estimated time for this position is X hours per month.•Commitment to share knowledge through updates and posting of articles to CHKR, the centralized shared knowledge repository for HDI Local Chapter Officers.•Team leader and team player. Fill in for other officer positions as needed.

VP of Sponsorship/Vendor Relations

Position Overview:Assist with developing and implementing strategies to stay connected with current membership and educate on the value of membership. Contact with potential, new and expired members to promote the benefits of HDI Essential position functions •Review current policy and update it •Obtain additional sponsors •Create partnering programs with existing or new vendors to reach out to each other’s customers •Find ways to introduce members to current sponsors •Survey each sponsor after each meeting to obtain feedback for improvement •Ask sponsors for program •Develop value proposition Officer Requirements:•Ability to attend X% of meetings. RSVP promptly and accurately to meeting invites.•Responsive to fellow officers, members and potential members. Respond to Chapter related e-mails and inquiries within 2 business days.•Sufficient time to dedicate to a volunteer position. Estimated time for this position is X hours per month.•Commitment to share knowledge through updates and posting of articles to CHKR, the centralized shared knowledge repository for HDI Local Chapter Officers.•Team leader and team player. Fill in for other officer positions as needed.