New Board Orientationgreenvillehr.org/.../2015_chapter_board_orientation_presentation.pdf · New...
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1 New Board Orientation For Chapter Officers, Directors and Chairs GSHRM• Vernita Harris/President • January 9, 2015
Transcript of New Board Orientationgreenvillehr.org/.../2015_chapter_board_orientation_presentation.pdf · New...
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New Board Orientation
For Chapter Officers, Directors and Chairs
GSHRM• Vernita Harris/President • January 9, 2015
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Welcome to SHRM!
• Welcome to your leadership position in our Chapter and SHRM!
This presentation is designed to guide you in your new role as a
volunteer leader.
• It will give you an overview of SHRM’s and our Chapter’s
organization, mission, and services.
• Your work as a volunteer leader is vital in helping SHRM realize
its goals as a professional human resources association.
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About SHRM
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Overview
• The Society for Human Resource Management (SHRM) is the world’s largest association devoted to human resource management.
• Founded in 1948, SHRM currently has more than 575 affiliated professional chapters and 400 student chapters.
• SHRM headquarters is in Alexandria, VA.
• SHRM has more than 280,000 professional and student members in more than 140 countries.
• SHRM has about 400 staff members and more than 6,000 volunteer leaders!
• Visit SHRM Online at www.shrm.org
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About SHRM
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Overview
SHRM will be a
globally recognized
authority whose voice is
heard on the most
pressing people
management issues
of the day –
now and in the future.
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About SHRM
SHRM is the global HR professional organization that exists to:
Build partnerships
Provide a global community to share expertise &
create innovative solutions
Provide thought leadership, education,
& research
Be an advocate on the most critical issues facing workplaces & the
human resource profession
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SHRM’s Mission
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About SHRM
1. Provide high-value resources to existing core membership
2. Be a global organization
3. Operate as a financially sustainable organization
4. Evolve positioning to become more
of an advisor and advocate
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SHRM’s Strategic Priorities
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About SHRM
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SHRM’s Volunteer Leadership Structure
SHRM® Board
Staff Support
Members
Membership Advisory Council
Regional Councils
State Councils
Chapters
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Our Chapter
• Our Chapter is one of a network of 575
affiliated SHRM chapters
• Our chapter serves to provide local
networking and professional
development opportunities for our
members
• Each chapter reports to into a State
Council; our chapter president is our
representative to the State Council
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SHRM Local Chapter Affiliates
Membership Advisory Council
Regional Councils
State Councils
Local Chapters
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Our State Council
• Each state is governed by a state council with a
state council director, who reports up to a
regional council.
• State councils typically hold quarterly meetings
for members to discuss issues and challenges,
pending legislation, the HR profession, and how
SHRM supports these.
• State councils engage in activities that raise the
visibility and credibility of the HR profession and
SHRM in the state.
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SHRM State Council Affiliates
Membership Advisory Council
Regional Councils
State Councils
Local Chapters
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Our State Council
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State Information
• Sharon Sellers- President
• Lisa Deveaux-Director Elect/Conference Chair
• Elliot Wilson-Treasurer
• Rita Revels-Immediate Past State Director
• Celeste Purdie-At Large Director
• Shawn Edwards-Certification Director
• Legislative Action Director-Steve Nail
• Diversity Director-Ava Smith
• Gail DePriest-Professional Development Director
http://sc.shrm.org/2014-state-council
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Our Regional Council
• Each of the five geographic regions in the U.S. has
a regional council, composed of the state council
directors.
• The regional council provides a structure for state
directors and state directors-elect to work together
with SHRM staff.
• SHRM staff facilitates successful practice-sharing
among state councils to achieve SHRM’s strategic
priorities.
• Regional councils provide guidance and assistance
to state councils and chapters.
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SHRM Regional Councils
Membership Advisory Council
Regional Councils
State Councils
Local Chapters
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Our Regional Council
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SHRM’s Five Geographic Regions
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SHRM Membership Advisory Council
• The MAC is composed of five elected volunteer
representatives, one from each of the regions.
• Serves as an interface and two-way channel of
communication between the volunteer leaders and
the SHRM Board of Directors.
• Provides input from the membership to the SHRM
Board of Directors and feedback from the SHRM
Board to the membership; and provides operational
input to SHRM to ensure optimum service/support to
and from the volunteer leadership.
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MAC
Membership Advisory Council
Regional Councils
State Councils
Local Chapters
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2015 Membership Advisory Council
North Central Region
• Steve Browne, SHRM-SCP (Ohio)
Northeast Region
• Susan Loynd, MA, SHRM-SCP (Vermont)
Southeast Region
• Susan Craft, MS, SHRM-SCP, GPHR (South Carolina)
Southwest Central Region
• Jeff Owens, SHRM-CP (Oklahoma)
Pacific West Region
• Michael Letizia, SHRM-CP, PHR-CA (California)
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MAC
http://www.shrm.org/Communities/VolunteerResources/ResourcesforStateCo
uncils/Pages/MACOperatingGuidelines.aspx
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SHRM Board of Directors
The Board of Directors provides leadership for
SHRM by:
• Upholding SHRM's vision, purpose and
values;
• Setting the broad policies, direction and
priorities of the organization;
• Ensuring that SHRM has highly effective
leadership;
• Providing fiduciary oversight; and
• Maintaining the integrity of SHRM services
and products developed for the benefit of
SHRM members.
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http://www.shrm.org/about/boardofdirectors/Pages/default.aspx
Brian D. Silva, SHRM-SCP, GPHR
2015-2016
SHRM Board Chair
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SHRM Executive Team
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Henry (Hank) Jackson, CPA
President/CEO
J. Robert Carr, JD, SHRM-SCP
SVP, Membership, Marketing &
External Affairs
Elissa O’Brien, SHRM-SCP
VP of Membership
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SHRM Regional Teams
• Main point of contact for State Councils, Chapters, and other SHRM members in their respective states/territories
• Communicate and promote SHRM vision, mission and strategic priorities
• Ensure that chapters maintain affiliation standards and guide them in growing membership and achieving excellence
Find our FSD at:
SHRM » Communities » SHRM Regions, State Councils, MAC
http://www.shrm.org/Communities/SHRMRegions-StateCouncils-MAC/Pages/default.aspx
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Field Services Directors (FSDs)
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SHRM Regional Teams
Are the primary contact for:
• Chapter rosters and member lists; audits
• At-large labels
• Primary Chapter Designation forms
• Auditing and CFSP payment issues
• Any documents you need mailed to you
• Promotional materials
• General questions
Find our MEA at:
SHRM » Communities » SHRM Regions, State Councils, MAC
http://www.shrm.org/Communities/SHRMRegions-StateCouncils-MAC/Pages/default.aspx
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Member Engagement Associates (MEA), formerly Regional Administrators (RAs)
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SHRM Staff – Regional Teams
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Divisional Directors
Susan Post, SHRM-SCP, CAE
Divisional Director – East
Jon Decoteau Divisional Director – West
Martha Ramirez, SHRM-SCP, CAE
Divisional Director – Central
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SHRM Staff – Regional Teams
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Northeast Regional Team
Susan Post, SHRM-SCP, CAE
Field Services Director – Northeast Region
NY
Phyllis Shurn-Hannah, SHRM-SCP
Field Services Director – Northeast Region
CT, MA, ME, NH, NJ, PA, RI, VT
Vacant Regional Administrator – Northeast Region
Shelly Trent, SHRM-SCP
Field Services Director – Northeast Region
DE & MD
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SHRM Staff – Regional Teams
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Southeast Regional Team
Dorothy Knapp, SHRM-SCP
Field Services Director – Southeast Region
AL, FL, GA, MS, SC,
Puerto Rico, Bermuda & Bahamas
Shelly Trent, SHRM-SCP
Field Services Director – Southeast Region
KY, NC, TN, VA & WV
Crystal Adair Regional Administrator – Southeast Region
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SHRM Staff – Regional Teams
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North Central Regional Team
Sherry Johnson, SHRM-SCP, CAE
Field Services Director – North Central Region
IN & MI
Nancy Conway, SHRM-SCP
Field Services Director – North Central Region
IA, MN, ND, NE, OH, SD & WI
Kristine Hofmann Regional Administrator – North Central Region
Martha Ramirez, SHRM-SCP, CAE
Field Services Director – North Central Region
IL
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SHRM Staff – Regional Teams
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Pacific West Regional Team
Scott Ferrin, SHRM-SCP, PMP
Field Services Director – Pacific West Region
HI & NV
Dianna Gould, SHRM-SCP, CAE
Field Services Director – Pacific West Region
AK, ID, MT, OR, WA, WY
Pacific Council (Guam & N. Mariana Islands)
Kimberly Goodwin Regional Administrator – Pacific West Region
Jon Decoteau Field Services Director – Pacific West Region
CA
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SHRM Staff – Regional Teams
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Southwest Central Regional Team
Sherry Johnson, SHRM-SCP, CAE
Field Services Director – Southwest Central Region
AR, LA, MO, OK, TX
Scott Ferrin, SHRM-SCP, PMP
Field Services Director – Southwest Central Region
AZ, CO, KS, NM, UT
Kristine Hofmann Regional Administrator – Southwest Central Region
AZ, CO, KS, NM, UT
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SHRM Affiliated Chapters
• Two-way channels of communication between
SHRM and members.
• Forums for personal and professional
development of members.
• Opportunities to develop leadership, managerial,
public-speaking and group decision-making skills.
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Membership Advisory Council
Regional Councils
State Councils
Local Chapters
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SHRM Affiliated Chapters
Small up to 100 members
Medium 101–300 members
Large 301–500 members
Mega 501–1,000 members
Super Mega 1,001+ members
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Chapters are categorized into five sizes
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SHRM Affiliated Chapters
By 12/31/16
25 in-chapter SHRM members
and
51% of total chapter membership
must be SHRM members
[Membership in a SHRM local chapter is separate and apart
from membership in the national SHRM organization.]
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Chapter affiliation requirements
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Use of the SHRM “Affiliate of” Logo
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INCORRECT LOGO USAGE
CORRECT LOGO USAGE
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Our Chapter’s Logo
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• Newly updated “Graphics Standards Manual for Affiliates” available on the VLRC.
• Use your chapter logo together with the “Affiliate of” SHRM logo.
• Both logos must be the same size to denote a partnership.
• If “SHRM” or the “Society for Human Resource Management” is part of your legal
name or “also known as” name, as specified in your bylaws, your chapter/state council
must submit to SHRM for approval when creating or revising your logo.
• All other chapters/state councils are encouraged to submit their logo for approval.
• Receiving pre-approval could save time, effort and expense.
A checklist and convenient submission form can be found at
http://fs16.formsite.com/robgatesshrmorg/form17/index.html
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Expectations for All Board Directors
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Governance
Know and understand the purpose of the chapter charter
Know and understand the purpose of the chapter bylaws
Know and understand what constitutes a quorum for board decisions
Review Roberts Rules of Order
Planning
Be present and engaged in chapter board meetings
Participate in setting goals and carrying out plans for
your specific area (organizational goals)
Develop specific area objectives for the year
(maintenance goals)
Budgeting
Develop specific area annual budget
Operate responsibly within that budget
Track and report
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Our Chapter’s Charter
• Documents the relationship between SHRM and the chapter
• Spells out the legal use of the SHRM name, logo, and acronym
• A copy of our chapter charter is available at SHRM; contact our
Member Engagement Associate (MEA)
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Our Chapter’s Bylaws
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• Sample available online in the Volunteer Leaders’ Resource Center (VLRC) at http://www.shrm.org/Communities/VolunteerResources/ResourcesforChapters/Pages/CHAPRadmin.aspx
• A copy of our chapter bylaws is available at SHRM; contact our MEA
• Chapter bylaws should be reviewed annually. Our bylaws were last reviewed on 10/2014 (Proposed Membership Categories)
• Revisions must be sent to FSD for review and SHRM approval
• Any bylaws changes must be approved by SHRM before the chapter members vote (ratify)
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Expectations for All Board Directors
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Board Meetings
Presence at scheduled meeting or written report of progress
Submit agenda items (reports, documentation, metrics, etc.) in
advance
Review and Update SHAPE Planning Worksheet to ensure tasks
are on tract with year-end goals
Learn something new, Get to know someone better, and
Be sure to have some FUN!
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Our Chapter Board Directors’
Responsibilities
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• Vernita Harris-President Ray Lattimore- Legislative Committee Chair
• Robyn Knox-President-Elect Donna Gaddis-Membership Director
• Donnie Brown- Past-President Wayne Mullen-Professional Development Chair
• Dawanda Evans-Treasurer Samantha Smith-Public Relations Director
• Kelly Scheib- Treasurer Elect Lawanna Dendy-Workforce Readiness Director
• Patti Padgett- Diversity & Inclusion Chair
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SHRM Core Leadership Areas (CLAs)
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Membership SHRM Foundation
College Relations
Diversity HR Certification
Government Affairs
Workforce Readiness
Seven CLAs
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SHRM Core Leadership Areas (CLAs)
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Structure
SHRM Staff CLA
Contact
(Headquarters)
SHRM Staff CLA
Liaison
(Field Services Reps)
State-Level CLA
Director
Chapter CLA Chair
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SHRM Resources for CLA Volunteers
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Volunteer Leaders’ Resource Center (VLRC)
Ongoing and
Archived
Webinars
and
Conference
Calls for
each CLA
ww
w.s
hrm
.org
/vlrc
Resources for
each CLA
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Expectations for CLA Chairs
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Set goals and direction
Provide a two-way channel of communication between the Chapter
Board and CLA Committee
Provide support and resources to CLA Committee
Address Committee members’ concerns immediately
Recruit and fill Committee positions
Develop leadership skills and succession on your Committee
CLA Chairs will:
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Our Chapter’s Membership Categories
• Professional
• Professional Partner
• Associate
• Student
• Emeritus
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SHRM Affiliate Program for Excellence
(SHAPE)
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All SHAPE resources are available on the VLRC
• 2015 SHAPE Workbook
• 2015 SHAPE Worksheet
• SHAPE FAQs
• Online Year-End Reporting Tool
www.shrm.org/vlrc
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SHRM Affiliate Program for Excellence
(SHAPE)
SHAPE Planning Workbook
• Use as a planning tool for your chapter and state council
• Review at each meeting to assure initiatives are on track
• Look to the SHAPE Center on the VLRC for resources http://www.shrm.org/Communities/VolunteerResources/ResourcesforChapters/Pages/SHAPE.aspx
SHAPE Worksheet
• Use this tool to track progress throughout the year at each board meeting
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All SHAPE resources are available on the VLRC
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Chapter Financial Support Payment
(CFSP) Program
• Submit a completed SHAPE Year-End Report by 1/31 of each year and
your membership roster when requested.
• Meet the applicable membership affiliation requirements.
• Have a chapter president who is a SHRM member in good standing
throughout his/her term of office.
• Have SHRM-approved ratified bylaws on file at SHRM.
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Eligibility Criteria
SHRM pays chapters and state councils several millions of dollars each
year in financial support. To be eligible for CFSP, the chapter must:
The amount of financial support will eventually be tied to affiliation percentages.
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Chapter Financial Support Payment
(CFSP) Program
• Chapters must have a direct deposit account with a bank
on file with SHRM.
• Sign up at www.shrm.org/Communities/VolunteerResources/ResourcesforChapters/Pages/CHAPRfin.aspx
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New requirement for CFSP as of January 1, 2012
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Chapter Financial Support Payment
(CFSP) Program
• $6.25 four times a year ($25 annually) per member for 100%
chapters
• $5 twice a year ($10 annually) per member for non-100%
chapters
• Net Gain payment rewards chapters for growth of SHRM
membership during the year
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CFSP currently pays
http://www.shrm.org/Communities/VolunteerResources/ResourcesforChapters/Pages/cfsp.aspx
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Chapter Financial Support Payment
(CFSP) Program
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Example:
Chapter’s
12/31 SHRM
Membership Count
2015 250
2014 -200
Difference 50
Net Gain Payment (50 X $25) = $1,250
Net Gains formula
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Volunteer Leaders’ Resource Center
(VLRC)
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Online at www.shrm.org/vlrc
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Volunteer Leaders’ Resource Center
(VLRC)
– Chapter Leader Resource Guide
– Chapter Best Practices
– Sample Bylaws
– Chapter Toolkits
– Non-Dues Revenue Ideas
– Fundamentals of Chapter Operations
– Chapter Leader Position Descriptions
– Guide to Chapter Financial Management
– Core Leadership Areas
– Volunteer Leaders’ Webcast Series
– Membership Recruitment & Retention Toolkit
– Programming Ideas
– Web Site Resources
– Resources for Working with Volunteers
– AND MUCH MORE!!!
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Online at www.shrm.org/vlrc
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SHRM Resources for Volunteer Leaders
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Chapter Activities by Month
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SHRM Resources for Volunteer Leaders
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Monthly SHRM Update for volunteer leaders
New SHRM Update!
Beginning May 2014, the Update is emailed to
volunteers each month. We hope you like the new
format and distribution. Look for conference call & webinar dates, upcoming
deadlines, important volunteer news from SHRM, upcoming
events and conferences, new SHRM-member benefits, and
contact information.
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SHRM Resources for Volunteer Leaders
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2014 Chapter Operations Survey
The results are in!
The findings of the 2014 Chapter
Operations Survey are available on
the VLRC:
http://www.shrm.org/communities/volunteerresources/resour
cesforchapters/pages/default.aspx
The report includes comparisons to
findings in our 2012 report as well.
Check it out!
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SHRM Resources for Volunteer Leaders
– Target audience is the incoming chapter presidents are encouraged to attend
– FREE for incoming chapter presidents; includes hotel, designated meals and conference registration; chapter pays
travel expenses
– If the incoming president cannot attend, the current president or another member of the chapter board may attend in
his/her place
– Attendance is tied to SHAPE award levels
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SHRM Annual Leadership Conference
Held each November for key volunteer leaders:
• Chapter President or President-Elect
• State Council Director or State Council Director-Elect
• State Council Membership Director
• State Council District Director
• Chapter Management Professional (CMP)
• Member Advisory Council (MAC) Representative
Provides opportunities to gain information about your volunteer role, enhance your leadership development
skills, network with peers, share effective practices and challenges across region and engage with SHRM
staff!
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SHRM Resources for Volunteer Leaders
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Conference calls and webinars
• Quarterly CLA webinars/conference calls http://www.shrm.org/Communities/VolunteerResources/Pages/clas.aspx
• Chapters by Size webinars/conference calls http://www.shrm.org/Communities/VolunteerResources/ResourcesforChapters/Pages/ChapterBySizeConfCall.aspx
• Volunteer Leaders Webcast Series http://www.shrm.org/Communities/VolunteerResources/WebcastArchivesforVolunteerLeaders/Pages/VLWebcastSchedule.aspx
Also refer to monthly SHRM Update and/or VLRC Master Calendar
www.shrm.org/vlrc
• SHRM Connect http://community.shrm.org/Home/
Form a chapter discussion group on SHRM Connect
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State Leadership Conference
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• All chapter board members should attend our state leadership conference
• Attendance is tied to SHAPE award levels
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Questions?
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Thank you for volunteering!
Vernita Harris], [credential]
President
(864) 275-7925
