2019-2020 IEAHU Strategic Plan€¦ · 1. Increase Membership NAHU Events (520 Possible Pts)...

2019-20 GoalsExpected

Completion DatePoints

Key Chair & Committee Members

Priority Notes

Credientialed Delegates represeting the Chapter at NAHU Convention 2019 Done 25 Pts each (Max 75) All

Credientialed Delegates represeting the Chapter at NAHU Convention 2020 8/2020 5 Pts each (Max 50) All

Legislative Chair attending NAHU DC Capitol Conference February 2020 2/2019 75 Pts (Max 75) Leg

Chapter represented at NAHU Leadership Program at Capitol Conference

(either Chapter President, President Elect, Secretary or Treasurer)2/2020

President Elect = 150 pts OR President=

75 pts; Secretary = 75 pts; Treasurer = 75

pts (Max 150)

All

Additional registered attendees at NAHU DC Capitol Conference February 2020 12/2019 5 Pts each (Max 50) All

Registered attendees at Regional Leadership Conference 2019 Done 20 Pts each (Max 120) All

Chapter Board members attended a state-sponsored strategic planning session

2019. Need to obtain a copy of the CAHU meeting minutes that specifically state

that is was the Strategic Planning Meeting (Leadership training does not count)

Done 50 Pts (Max 50) All

Chapter Board members attended a state-sponsored strategic planning session

2020. Need to obtain a copy of the CAHU meeting minutes that specifically state

that is was the Strategic Planning Meeting (Leadership training does not count)

6/2020 50 Pts (Max 50) President / President Elect

Active Committees: Awards, Communication & Media, Membership,

Community Public Service, Professional Development, Legislation, HUPAC.

Provide individual committee reports or board meeting minutes to show active

committee

Done Monthly 5 Pts each (Max 40) All

a. Membership Meeting Devoted to Legislative Issues

b. Increase member participation in Adopt-A-Leg Program

b. Determine What is the Value of Membership

a. Increase Broker Membership

i. Commission a Membership Taskforce

ii. Develop a Survey Panel of Members & Non-Members

2. Engage Chapter Members in Legislation & PAC

2019-2020 IEAHU Strategic Plan

IEAHU VISION: To provide insurance professionals with tools, resources, and services to succeed in serving the Inland Empire Community

IEAHU MISSION: To promote and support the community of health insurance professionals, to educate themselves and the public and influence Legislation to promote quality health care.

OUR STRATEGIC PLAN OBJECTIVES:

1. Increase Membership

NAHU Events (520 Possible Pts)

Chapter Management (510 possible Pts)

a. Develop a "Value of Partnership" Model

i. Annual Partnerships

ii. Monthly Luncheon Sponsorships & Special Events

3. Strenthen our Chapter's Partnerships

b. Initiate Annual Relationship Building Meeting with Chapter President

Publish Annual Summary Report of Chapter Activities & Accomplishments,

demonstrating value of membership. Document by providing copy of the annual

report and One of the following: Screen shot of Chapter Webpage; Copy of

Newsletter where Published; or Copy of Dated Communication.

3/2020 50 Pts (Max 50) Communication / Exec Admin

Have D&O Liability Insurance in force for chapter officers. Provide cover page

of the D&O policy with eff date, OR Provide dated premium billing with current eff

date; If D&O is provided by the State Chapter the endorsement page must be

included listing the local chapter as a covered entity; Confirm that the dates of the

policy period are on the documentation and that those dates are within the

current awards year; A comprehensive liability policy will NOT count towards this

criteria.

3/2020 25 Pts (Max 25) Exec Admin / Treasurer

Chapter Certification: Silver; Gold or Platinum DoneSilver = 75 pts; Gold = 100 pts; Platinum =

125 pts (Max 125)

Membership support of HUPAC 3/20205% = 10 pts; 6%-10% = 20 pts; 11%-20%

= 30 pts; 21% or more = 50 pts (Max 50)PAC

Membershiup support of CAHUPAC. Provide a list of state PAC contributors AND

total contribution amounts from your State PAC committee; Print pages and

highlight local chapter members; Timeframe for this item is 01/01 - 12/31; Basis

for percentage will be the December membership report

12/2020

10%-20% = 10 pts; 21%-40% = 20 pts;

41%-60% = 30 pts; 61%-80% = 40 pts;

81% or more = 50 pts (Max 50)

PAC

Board officers participation in NAHU officer traning modules: President,

President-elect, Secretary, Treasurer, Legislative, Membership, Membership

Retention, Professional Development, Awards, HUPAC, Commication/Media,

Vanguard

12/2019 10 Pts each (Max 120) President

Hosted a local Sales Symposium or CE Seminar. Must be a special event

offering multiple CE credits and is NOT a legislative conference or a regular

membership meeting. Doumentation must include at least 2 of the following:

Pre AND post Board Meeting Minutes; Flyers or Announcements; Published

Agenda or Program; CE Certifications; Newsletter announcement(s); Registration

Forms or list of attendees

2/2020 100 Pts (Max 100)President Elect / Professional

Development

Regularly scheduled local membership meetings. Documentation must include

at least 2 of the following for each meeting claimed: Newsletter article; Flyers;

Post Board Minutes; Web posting or CE sign-in sheets; Special meetings do not

qualify as on of the local membership meetings; Events & activities are only

counted once

3/2020 12 Pts each (Max 120)Professional Development / Exec

Admin

Provide a separate membership meeting devoted to legislative issues. This is a

special meeting or program presented to the membership; This meeting can only

be used once for point purposes; A legislative "mixer" is not considered to be a

legislative content meeting; Documentation must include a special meeting

announcement or chapter newsletter article

4/2020 50 Pts (Max 50) Leg

Hold new member orientations, separte from membership meetings.

Documentation must include at least one of the following as documentation:

List of attendees; Post event Board meeting minutes; Agenda; Website notice;

Flyers

Done 10 Pts each (Max 60) Membership

Host "Health Insurance Awarness" day program. Doumentation must include

the date, time & place of event; For tools to assist the chapter - reference NAHU

website - Media Tools

TBD 100 Pts (Max 100) Leg / Professional Development

Hold a Local Chapter New Officer / Leadership Training Workshop. Provide a

copy of meeting minutes outlining duties of each position and content of meeting;

Regular board meetings are not considered leadership training or workshop; This

is NOT Strategic Planning - local chapters are responsible for leadership training.

?? Possibly after Sept

BOD for 30 Mins75 Pts (Max 75) President / President Elect

Regulary scheduled Board Meetings. Points are based on documentation for

each meeting claimed; Documentation should include copies of board minutes;

Strategic planning sessions do NOT qualify for this criteria; Teleconferences ARE

acceptable

3/2020 12 Pts each (Max 120) All

Hold Strategic Planning Meeting open to the membership. Must be separate

from regularly scheduled board meetings and open to members.

Documentation must include at least 2 of the following: Pre AND Post Board

Meeting Minutes; Flyers or Announcements; Published Agenda or Program with

Strategic Planning Content; Newsletter annoucement(s); Registration Forms or

list of attendees

Done 25 Pts (Max 25)

Local Meetings & Events (650 Possible Pts)

Page 2 of 25

Host a local Vanguard Event. Must be a special event - does not coincide with

regular monthly meetings; Documentation must include at least 2 of the

following: Pre And Post Board Meeting Minutes; Flyers or Announcements;

Published Agenda or Program; Newsletter Announcement(s)

3/2020 50 Pts (Max 50) Vanguard

Distribution of local newsletter: Submit orginal cover; Month and year must

be printed on the newsletter; if newsletter is electronic, submit a hard copy

including ALL pages; Web-based newsletters must include the web address of the

newsletter; Emailed newsletters must include cover page showing the date it was

emailed; Single page newsletters included in the state's chapter newsletter are

acceptable for single page points

3/2020

Single- page newsletter = 5 Pts each (max

60 pts); Multi-page newsletter = 10 Pts

each (Max 120)

Communication

Maintain a Chapter Website. Website address must be provided to be considered

for points3/2020 75 Pts (Max 75) Communication

Maintain active email and/or text distribution to membership. Submit a

portion of the text or email distribution list3/2020 50 Pts (Max 50) Communication

Annual Publication of chapter's budger and/or financial statements. Provide a

copy of document; Must be published on chatper website, email or in a newsletter

( Online submissions - provide password if need to view the document); Budget

must be current and cover at least part of the current awards year; The provided

budget must be approved and documented with minutes

9/2019 25 Pts (Max 25) Treasurer / Admin Exec

Establish or continue a New Agent Outreach Program to mentor and recruit

new agents into industry. Documentation must include at least 2 of the

following: Flyers; Invitations; Minutes that show the activity that occurred with

this project; Can be a state-coordinated program

3/2020 100 Pts (Max 100) Membership / Vanguard

Conduct a Member Needs Survey - separate from evaluation sheets distributed

at events or meetings. Documentation must include ALL of the following: Copy

of the dated survey; Survey results

9/2019 50 Pts (Max 50) Communication / Membership

Sponsoring chapter public service projects. Documents should include proof of

promotion and at least 2 of the following for each project claimed: Newsletter

article; Media coverage (Social media activity); Website coverage; Meeting

announcement; Announcements made to the membershiop; Board reports; Letter

from organization or acknowledgement letter. At least one project Must include

active involvement from the membership and not just financial contributions.

Documentation must include dates of the project along with which committee

members were involved and how the membership participated. Cancelled checks

ARE NOT enough documentation. Photographs are not considered

documentation unless included in a printed format with captions and

accompanying articles describing the event and identifying people in the photo

1st - 9/2019; 2nd

12/2019; 3rd 1/202020 Pts each (Max 80) Community Service

Total dollars donated to all public service projects during 4/1 to 3/31 award

period. Documentation must include one of the following: Treasurer's report;

Cleared checks (front & back) presented to organization; Board Minutes; Letters

from the project recipient that include dates and the amounts contributed. All

projects must be completed within the award year. Donations to the NAHU

Education Foundation qualify for this item

3/2020

Less than $1,000 = 15 pts; $1,000-$4,999

= 50 pts; $5,000-$9,999 = 100 pts;

$10,000+ = 200 pts (Max 200)

Community Service / Exec Admin

Identify a board champion (chair) for the NAHU Education Foundation

Operation Engage initiative. Provide copy of minutes indicating appointed board

champion

25 Pts (Max 25) Yolanda??

Present the Education Fountation presentation at a regular board meeting.

Documentation with Board minutes including information about the event and

date of the presentation. Event MUST have occurred, indicating future event

does not count

25 Pts (Max 25)

Present the Education foundation presentaton at a membership meeting or

invite a representative from your community health clinic partner to gave a

short talk. Documentation should include Board minutes with information about

the event and date of the presentation. Event MUST have occurred, indicating

future events does not count

25 Pts (Max 25)

Public/Community Service Projects (555 Possible Pts)

Communications (420 Possible Pts)

Page 3 of 25

Include a link to the Education Foundation on the chapter's website. Provide a

screen shop of chapter website showing NAHU Education Foundation Logo25 Pts (Max 25)

Chapter and Membership financial support on the Education Foundation. 25 Pts (Max 25)

Present a check for the funds raised at partner clinc or special event.

Documentation should include Board minutes with information about the event

and date of the presentation. Event MUST have occurred, indicating future event

does not count

12/2019 25 Pts (Max 25) Community Service

Chapter and Member financial support of the NAHU Education Foundation.

Based on calendar year

$1 per member = 25 pts; $2 per member =

$50 pts; $3 per member = 75 pts; $4 per

member = 100 pts (max 100)

Sponsor chapter membership campaign/contest. Document with both of the

following: Event Board minutes; Announcements or promotional flyers. NOTE:

If campaign or contest, it must last 3-6 months - can span two award years

however must start in the current award year period

8/2019 75 Pts each (Max 150) Membership

Net membership gain. Net Gain Determined at August IEAHU Board Meeting 3/2020

1% to 5% = 10 pts; 6% to 10% = 50 pts;

11% to 15% = 100 pts; 16% to 20% = 150

pts; 21% or more = 200 pts (Max

200)

Membership

Percentage of Membership enrolled in NAHU's bank draft program 3/2020

10% to 20% = 10 pts; 21% to 40% = 50

pts; 41% to 60% = 100 pts; 61% to 80% =

150 pts; 81% or more = 200 pts

(Max 200)

Membership

Establish/maintain mentor program for new members. Document with at

least two of the following criteria: Board minutes; Program outlines; Committee

reports; Flyers; Attendance list

50 Pts (Max 50) Vanguard / Membership

100% of the following board members need to achieve Triple Crown:

President, President-elect, Secretary, Treasurer, Legislative Chair, Membership

Chair, Membership Retention Chair, Professional Development. One person

may hold up to 2 positions and still be eligible for points.

3/2020 100 Pts (Max 100) All

Additonal board members achieving Triple Crown: Awards, PAC,

Communication/Media, Vanguard3/2020 10 Pts each (Max 40) All

Promote the designation - REBC at least 3 times. Document multiple

communications to members regarding the value of designations program and

encourage to participate. Document with at least 2 of the following items:

Board minutes; Promo flyers; Announcements distributed; Email blasts (needs to

include date of the communication and distribution list); Website pages and links

directing members to the designation information on the website

3/2020 50 Pts (Max 50) Communications

DOI approved Continuing Education hours offered by the chapter. Document

with a flyer with course name, course number, course date and number of CE

hours AND at least 2 of the following items: Copy of approved course CE

Certification (vouchers are not acceptable); sign-in sheets; Post event board

meeting minutes showing that the event accutally occurred

3/2020 5 Pts each (Max 175)Professional Development & PD

Committee

Conduct an overview of NAHU website at chapter meeting. Provide at least 2

of the following items: Promo flyers (needs to include event date); Articles; Emails

to the membership; Board minutes (needs to include date the event occurred)

12/2019 50 Pts (Max 50)Professional Development /

Communications

Number of NAHU-sposored classroom certification programs or NAHU Live CE

programs hosted. NAHU-sponsored certification programs are: Benefit Account

Manager; Benefit Technology; Consumer Directed Healthcare; Medicare; Self

Funded; Advanced Self Funded; PPACA; Voluntary; Wellness. Provide both of the

following items: Promo flyers - include date, location and type of audiance; Post

Board minutes; CE sign-in sheets

3/2020 25 Pts each (Max 75)Professional Development /

President Elect

Membership (590 Possible Pts)

Professional Development/Awards (695 Possible Pts)

Page 4 of 25

Number of Triple Crown Award Winners - All Membership 3/2020 10 Pts each (Max 100) Communication / Awards

Number of LPRT qualifiers - All Membership 3/2020 10 Pts each (Max 120) Communication / Awards

Promote LPRT to members at least 3 times. Document each promotion with at

least 2 of the following items: Board minutes; Promo flyers; Announcements

distributed; Email blasts (needs to include date of the communication and the

distribution list); Website pages and links directing members to the designation

information on the website


Held a Local Chapter Recognition event for chapter award recipents, new REBC

designees, membership recruiters, HUPAC donors & LPRT qualifiers. Document

with at least 2 of the following: Board minutes; Announcement or newsletter

article; Copy of published "calendar of events"; Website notices with date of

recognition program; Printed program listing members to be recognized;

Program does not have to be a stand alone event, however must merit time and

agenda/flyer recognition

3/2020 75 Pts (Max 75) President Elect / Awards

Promote Brokers Making a Difference to members at least 3 times.

Documentation each promotion with at least 2 of the following items: Board

minutes; Promo flyers, Announcement distributed; Email blasts (needs to include

date of the communication and the distribution list); Website pages and links

directing member to the designation information on the website


Appoint a Media Relations Chair. Rudy Montalvo??? 9/2019 25 Pts (Max 25) All

Compile a list of local media contacts. Documentation MUST include ALL of the

following: contact name; Name of publication or broadcast station; Telephone

number; Email address. Incomplete listings will not receive credit

3/2020 10 pts each (Max 100) Media Relations

Letters to the Editor. Provide letter(s) written by a member for the chapter and

lists the location association. Provide to who the letter(s) were addressed.

Duplicate mailings or submissions do not count for points. Chapter or NAHU

MUST be in the published piece. (If the chapter or NAHU were not included,

provide the orignial press release.) Contact sitting member of NAHU Media

Relations Committee for clarification of each item


Op-ed articles to local publications. Provide article(s) written by a member for

the chapter and lists the local association. Provide to whom the article(s) were

addressed. Duplicate mailings or submissions do not count for points. Chapter

or NAHU MUST be named in the published piece. (If the chapter or NAHU

were not included, provide the orignial press release.) Contact sitting member of

NAHU Media Relations Committee for clarification of each item


Chapter press releases (original content). Provide press release(s) written by a

member for the chapter and lists the local association. Provide to whom the press

release(s) were addressed. Duplicate mailings or submissions do not count for

points. Meeting announcements do not count as press releases. Chapter or

NAHU MUST be named in the published piece. (If the chapter or NAHU were

not included, provide the orignial press release.) Contact sitting member of NAHU

Media Relations Committee for clarification of each item


TV or radio appearances. Provide any of the following: Written

acknowledgement from station; Board minutes discussing the event; Active

weblink of the appearance

3/2020 100 Pts (Max 100) Media Relations

Media Relations (625 Possible Pts)

Page 5 of 25

Press Hits. "Press Hits" are articles published in newspapers or other printed

media. Document with board minutes, reports AND two other communication

pieces. Originals of articles printed in regular newsletter or publication are

preferred. If a copy is submitted, must include the name and date of the

publication. If these are not on the same page, must submit copy of FULL PAGE

where name and date are included and FULL PAGE wher article is published.

Copies obtained via publicatoin website are acceptable if page includes

publication's name and date. Items in ABS and Health Underwriters newsletters

will not be counted for points


Present NAHU's "Working with the Media" PowerPoint at a leadership training

session. Documentation should include Board minutes with information about

the event and date of the presentation. MUST include the follow up Board

minutes indicating the presentation was made

3/2020 40 Pts (Max 40) Media Relations

Use social media to enhance the chapter's public presences. Facebook,

LinkedIn, Twitter, Instagram, YouTube or other video streaming platiforms.

Screen shot of social media page or link to post. Additonal points per application

each time NAHU content is tagged. Document with a screen shot of each

qualifying post (multiple posts per page are OK), or link to post. Additional points

per applications for each chapter/industry related post. Document the additional

application with screen shot of each qualifying posts per page are OK), or link to

post

3/2020 10 pts each (Max 50) Communication

Page 6 of 25

Chair: Date:

Points Possible Points Earned YTDExpected

Completion

Date

Completed

Report of Activities this Month:

Assigned to Deadline

Submitted by:

Working from Master List

Action Items or Follow-Up

NAHU Pacesetter Blueprint GOALS:

President Report

Chair: Date:


Completion

Date

Completed

President Elect - 150 pts

02/2020

50 Pts (Max 50) 06/2020

100 Pts (Max 100) 02/2020

75 Pts (Max 75)?? Possibly

after Sept BOD for 30 Mins

25 Pts each (Max 75)

3/2020 (at Symposium)

75 Pts (Max 75)3/2020 (at

Symposium)



Submitted by:

Next Committee Meeting Scheduled:

Symposium Committee Members:

Work with Professional Development. Number of NAHU-sposored classroom certification programs or NAHU Live CE programs hosted. NAHU-sponsored certification programs are: Benefit Account Manager; Benefit Technology; Consumer Directed Healthcare; Medicare; Self Funded; Advanced Self Funded; PPACA; Voluntary; Wellness. Provide both of the following items: Promo flyers - include date, location and type of audiance; Post Board minutes; CE sign-in sheets




Chapter Board members attended a state-sponsored strategic planning session 2020. Need to obtain a copy of the CAHU meeting minutes that specifically state that is was the Strategic Planning Meeting (Leadership training does not count)

Work with Professional Development. Host a local Sales Symposium or CE Seminar. Must be a special event offering multiple CE credits and is NOT a legislative conference or a regular membership meeting. Doumentation must include at least 2 of the following: Pre AND post Board Meeting Minutes; Flyers or Announcements; Published Agenda or Program; CE Certifications; Newsletter announcement(s); Registration Forms or list of attendees

Work with President. Hold a Local Chapter New Officer / Leadership Training Workshop. Provide a copy of meeting minutes outlining duties

of each position and content of meeting; Regular board meetings are not considered leadership training or workshop; This is NOT Strategic Planning - local chapters are responsible for leadership training.

Work with Awards. Hold a Local Chapter Recognition event for chapter award recipents, new REBC designees, membership recruiters, HUPAC donors & LPRT qualifiers. Document with at least 2 of the following: Board minutes; Announcement or newsletter article; Copy of published "calendar of events"; Website notices with date of recognition program; Printed program listing members to be recognized; Program does not have to be a stand alone event, however must merit time and agenda/flyer recognition

President Elect Report

Chair: Date:

Vice Chair:

Committee Members:


Completion

Date

Completed

75 Pts (Max 75) 02/2020

5 Pts each (Max 40)Monthly or Quarterly

50 Pts (Max 50) 04/2020

100 Pts (Max 100) TBD

100 Pts (Max 100) if all BOD participate

03/2020



Submitted by:


Legislative Committee Report


Legislative Chair attending NAHU DC Capitol Conference February 2020

Work with Professional Development. Host "Health Insurance Awarness" day program. Doumentation must include the date, time & place of event; For tools to assist the chapter - reference NAHU website - Media Tools

Need to Achieve Triple Crown 100% Board Participation. 2 New Enrolled Members, 2 NAHU Operation Shout Outs, HUPAC Contributor

Active Committees: Legislation. Provide individual committee reports or board meeting minutes to show active committee


Provide a separate membership meeting devoted to legislative issues. This is a special meeting or program presented to the membership; This meeting can only be used once for point purposes; A legislative "mixer" is not considered to be a legislative content meeting; Documentation must include a special meeting announcement or chapter newsletter article

Chair: Date:

Vice Chair:


Completion

Date

Completed

25 Pts (Max 25) 03/2020

Treasurer = 75 pts 02/2020

25 Pts (Max 25) 09/2019


03/2020



Submitted by:


Finance Committee Members:




Work with Exec Admin. Have D&O Liability Insurance in force for chapter officers. Provide cover page of the D&O policy with eff date, OR Provide dated premium billing with current eff date; If D&O is provided by the State Chapter the endorsement page must be included listing the local chapter as a covered entity; Confirm that the dates of the policy period are on the documentation and that those dates are within the current awards year; A comprehensive liability policy will NOT count towards this criteria.

Work with Exec Admin. Annual Publication of chapter's budget and/or financial statements. Provide a copy of document; Must be published on chatper website, email or in a newsletter (Online submissions - provide password if need to view the document); Budget

must be current and cover at least part of the current awards year; The provided budget must be approved and documented with minutes


Treasurer Report

Chair: Date:

Vice Chair:

Committee Members:


Completion

Date

Completed

5 Pts each (Max 50) 02/2020


5% = 10 pts; 6%-10% = 20 pts; 11%-20% = 30 pts; 21%

or more = 50 pts (Max 50)

03/2020

10%-20% = 10 pts; 21%-40% = 20 pts; 41%-60% = 30 pts; 61%-80% = 40 pts; 81% or more = 50

pts (Max 50)

12/2020


03/2020



Submitted by:




Additional registered attendees at NAHU DC Capitol Conference February 2020

Active Committees: PAC. Provide individual committee reports or board meeting minutes to show active committee

Membership support of HUPAC

Membershiup support of CAHUPAC. Provide a list of state PAC contributors AND total contribution amounts from your State PAC committee; Print pages and highlight local chapter members; Timeframe

for this item is 01/01 - 12/31; Basis for percentage will be the December membership report


PAC Committee Report

Chair: Date:

Vice Chair:

Committee Members:


Completion

Date

Completed

5 Pts each (Max 50) 02/2020



10 Pts 03/2020

100 Pts (Max 100) 03/2020

50 Pts (Max 50) 09/2020


08/2019

1% to 5% = 10 pts; 6% to 10% = 50 pts; 11% to 15% = 100 pts; 16% to 20% =

150 pts; 21% or more = 200 pts

(Max 200)

03/2020

10% to 20% = 10 pts; 21% to 40% =

50 pts; 41% to 60% = 100 pts; 61% to

80% = 150 pts; 81% or more = 200 pts

(Max 200)

03/2020

50 Pts (Max 50)


03/2020



Net membership gain. Net Gain Determined at August IEAHU Board Meeting

Percentage of Membership enrolled in NAHU's bank draft program




Active Committees: Membership. Provide individual committee reports or board meeting minutes to show active committee

Sponsor chapter membership campaign/contest. Document with both of the following: Event Board minutes; Announcements or promotional flyers. NOTE: If campaign or contest, it must last 3-6 months - can span two award years however must start in the current award year period

Work with Vanguard. Establish/maintain mentor program for new

members. Document with at least two of the following criteria: Board minutes; Program outlines; Committee reports; Flyers; Attendance list


Hold new member orientations, separte from membership meetings. Documentation must include at least one of the following as documentation: List of attendees; Post event Board meeting minutes; Agenda; Website notice; Flyers

Work with Vanguard. Establish or continue a New Agent Outreach Program to mentor and recruit new agents into industry. Documentation must include at least 2 of the following: Flyers; Invitations; Minutes that show the activity that occurred with this project; Can be a state-coordinated program

Work with Communications. Conduct a Member Needs Survey - separate from evaluation sheets distributed at events or meetings. Documentation must include ALL of the following: Copy of the dated survey; Survey results

Membership Committee Report

Submitted by:


Chair: Date:

Vice Chair:

Committee Members:


Completion

Date

Completed

5 Pts each (Max 50) 02/2020


100 Pts (Max 100) 02/2020

12 Pts each (Max

120)03/2020

100 Pts (Max 100) TBD


03/2020

50 Pts (Max 50) 12/2019


3/2020 (at Symposium)


03/2020



Work with President Elect. Number of NAHU-sposored classroom certification programs or NAHU Live CE programs hosted. NAHU-sponsored certification programs are: Benefit Account Manager; Benefit Technology; Consumer Directed Healthcare; Medicare; Self Funded; Advanced Self Funded; PPACA; Voluntary; Wellness. Provide both of the following items: Promo flyers - include date, location and type of audiance; Post Board minutes; CE sign-in sheets

Work with Exec Admin. Regularly scheduled local membership meetings. Documentation must include at least 2 of the following for each

meeting claimed: Newsletter article; Flyers; Post Board Minutes; Web posting or CE sign-in sheets; Special meetings do not qualify as on of the local membership meetings; Events & activities are only counted once

Work with Leg. Host "Health Insurance Awarness" day program. Doumentation must include the date, time & place of event; For tools to assist the chapter - reference NAHU website - Media Tools

Work with Communications. Conduct an overview of NAHU website at chapter meeting. Provide at least 2 of the following items: Promo flyers (needs to include event date); Articles; Emails to the membership; Board minutes (needs to include date the event occurred)




Active Committees: Professional Development. Provide individual committee reports or board meeting minutes to show active committee

Work with President Elect. Host a local Sales Symposium or CE Seminar. Must be a special event offering multiple CE credits and is NOT a legislative conference or a regular membership meeting. Doumentation must include at least 2 of the following: Pre AND post Board Meeting Minutes; Flyers or Announcements; Published Agenda or Program; CE Certifications; Newsletter announcement(s); Registration Forms or list of attendees

DOI approved Continuing Education hours offered by the chapter. Document with a flyer with course name, course number, course date and number of CE hours AND at least 2 of the following items: Copy of approved course CE Certification (vouchers are not acceptable); sign-in sheets; Post event board meeting minutes showing that the event accutally occurred


Professional Development Committee Report

Submitted by:


Chair: Date:

Vice Chair:

Committee Members:


Completion

Date

Completed

5 Pts each (Max 50) 02/2020


50 Pts (Max 50) 03/2020

Single- page newsletter = 5 Pts

each (max 60 pts); Multi-page

newsletter = 10 Pts each (Max 120)

03/2020

75 Pts (Max 75) 03/2020

50 Pts (Max 50) 03/2020

50 Pts (Max 50) 09/2019

50 Pts (Max 50) 03/2020

50 Pts (Max 50) 12/2019

10 Pts each (Max

100)03/2020


03/2020

25 Pts (Max 25) 03/2020

25 Pts (Max 25) 03/2020

Promote the designation - REBC at least 3 times. Document multiple communications to members regarding the value of designations program and encourage to participate. Document with at least 2 of the following items: Board minutes; Promo flyers; Announcements distributed; Email blasts (needs to include date of the communication and distribution list); Website pages and links directing members to the designation information on the website

Work with Professional Development. Conduct an overview of NAHU website at chapter meeting. Provide at least 2 of the following items: Promo flyers (needs to include event date); Articles; Emails to the membership; Board minutes (needs to include date the event occurred)

Work with Awards. Number of Triple Crown Award Winners - All

Membership

Work with Awards. Number of LPRT qualifiers - All Membership

Promote LPRT to members at least 3 times. Document each promotion with at least 2 of the following items: Board minutes; Promo flyers; Announcements distributed; Email blasts (needs to include date of the communication and the distribution list); Website pages and links directing members to the designation information on the website Promote Brokers Making a Difference to members at least 3 times. Documentation each promotion with at least 2 of the following items: Board minutes; Promo flyers, Announcement distributed; Email blasts (needs to include date of the communication and the distribution list); Website pages and links directing member to the designation information on the website

Maintain active email and/or text distribution to membership. Submit a portion of the text or email distribution list

Work with Membership. Conduct a Member Needs Survey - separate from evaluation sheets distributed at events or meetings. Documentation must include ALL of the following: Copy of the dated survey; Survey results

Maintain a Chapter Website. Website address must be provided to be considered for points

Communications Committee Report



Active Committees: Communications. Provide individual committee reports or board meeting minutes to show active committee

Work with Exec Admin. Publish Annual Summary Report of Chapter Activities & Accomplishments, demonstrating value of membership. Document by providing copy of the annual report and One of the following: Screen shot of Chapter Webpage; Copy of Newsletter where Published; or Copy of Dated Communication.

Distribution of local newsletter: Submit orginal cover; Month and year must be printed on the newsletter; if newsletter is electronic, submit a hard copy including ALL pages; Web-based newsletters must include the web address of the newsletter; Emailed newsletters must include cover page showing the date it was emailed; Single page newsletters included in the state's chapter newsletter are acceptable for single page points

10 pts each (Max 50)

03/2020


03/2020



Submitted by:



Use social media to enhance the chapter's public presences. Facebook, LinkedIn, Twitter, Instagram, YouTube or other video streaming platiforms. Screen shot of social media page or link to post. Additonal points per application each time NAHU content is tagged. Document with a screen shot of each qualifying post (multiple posts per page are OK), or link to post. Additional points per applications for each chapter/industry related post. Document the additional application with screen shot of each qualifying posts per page are OK), or link to post


Chair: Date:

Vice Chair:

Committee Members:


Completion

Date

Completed

5 Pts each (Max 50) 02/2020


50 Pts (Max 50) 03/2020

100 Pts (Max 100) 03/2020

50 Pts (Max 50) TBD


03/2020



Submitted by:


Work with Membership. Establish or continue a New Agent Outreach Program to mentor and recruit new agents into industry. Documentation must include at least 2 of the following: Flyers; Invitations; Minutes that show the activity that occurred with this project;

Can be a state-coordinated program



Vanguard Committee Report



Active Committees: Vanguard. Provide individual committee reports or board meeting minutes to show active committee

Host a local Vanguard Event. Must be a special event - does not coincide with regular monthly meetings; Documentation must include at least 2 of the following: Pre And Post Board Meeting Minutes; Flyers or Announcements; Published Agenda or Program; Newsletter Announcement(s)

Work with Membership. Establish/maintain mentor program for new members. Document with at least two of the following criteria: Board minutes; Program outlines; Committee reports; Flyers; Attendance list

Chair: Date:

Vice Chair:

Committee Members:


Completion

Date

Completed

5 Pts each (Max 50) 02/2020



03/2020


03/2020

75 Pts (Max 75) 03/2020


03/2020



Submitted by:





Active Committees: Awards. Provide individual committee reports or board meeting minutes to show active committee

Work with Communications. Number of Triple Crown Award Winners - All Membership

Number of LPRT qualifiers - All Membership

Work with President Elect. Held a Local Chapter Recognition event for chapter award recipents, new REBC designees, membership recruiters, HUPAC donors & LPRT qualifiers. Document with at least 2 of the following: Board minutes; Announcement or newsletter article; Copy of published "calendar of events"; Website notices with date of recognition program; Printed program listing members to be recognized; Program does not have to be a stand alone event, however must merit time and agenda/flyer recognition


Awards Committee Report

Chair: Date:

Vice Chair:

Committee Members:


Completion

Date

Completed

5 Pts each (Max 50) 02/2020



03/2020


03/2020


03/2020


03/2020

100 Pts (Max 100) 03/2020


03/2020

40 Pts (Max 40) 03/2020


03/2020


Media Committee Report



Active Committees: Media. Provide individual committee reports or board meeting minutes to show active committee

Compile a list of local media contacts. Documentation MUST include ALL of the following: contact name; Name of publication or broadcast station; Telephone number; Email address. Incomplete listings will not receive credit

TV or radio appearances. Provide any of the following: Written acknowledgement from station; Board minutes discussing the event; Active weblink of the appearance

Present NAHU's "Working with the Media" PowerPoint at a leadership training session. Documentation should include Board minutes with information about the event and date of the presentation. MUST include the follow up Board minutes indicating the presentation was made

Letters to the Editor. Provide letter(s) written by a member for the chapter and lists the location association. Provide to who the letter(s) were addressed. Duplicate mailings or submissions do not count for points. Chapter or NAHU MUST be in the published piece. (If the chapter or NAHU were not included, provide the orignial press release.) Contact

sitting member of NAHU Media Relations Committee for clarification of each item

Op-ed articles to local publications. Provide article(s) written by a member for the chapter and lists the local association. Provide to whom the article(s) were addressed. Duplicate mailings or submissions do not count for points. Chapter or NAHU MUST be named in the published piece. (If the chapter or NAHU were not included, provide the orignial press release.) Contact sitting member of NAHU Media Relations Committee for clarification of each item

Chapter press releases (original content). Provide press release(s) written by a member for the chapter and lists the local association. Provide to whom the press release(s) were addressed. Duplicate mailings or submissions do not count for points. Meeting announcements do not count as press releases. Chapter or NAHU MUST be named in the published piece. (If the chapter or NAHU were not included, provide the orignial press release.) Contact sitting member of NAHU Media Relations Committee for clarification of each item

Press Hits. "Press Hits" are articles published in newspapers or other printed media. Document with board minutes, reports AND two other communication pieces. Originals of articles printed in regular

newsletter or publication are preferred. If a copy is submitted, must include the name and date of the publication. If these are not on the same page, must submit copy of FULL PAGE where name and date are included and FULL PAGE wher article is published. Copies obtained via publicatoin website are acceptable if page includes publication's name and date. Items in ABS and Health Underwriters newsletters will not be counted for points



Submitted by:



Chair: Date:

Vice Chair:

Committee Members:


Completion

Date

Completed

5 Pts each (Max 50) 02/2020



03/2020



Submitted by:



Active Committees: Hosptialtiy. Provide individual committee reports or board meeting minutes to show active committee

Hospitality Committee Report




Chair: Date:

Vice Chair:

Committee Members:


Completion

Date

Completed

5 Pts each (Max 50) 02/2020



1st - 9/2019; 2nd 12/2019;

3rd 1/2020

Less than $1,000 = 15 pts; $1,000-$4,999 = 50 pts;

$5,000-$9,999 = 100 pts; $10,000+ = 200

pts (Max 200)

03/2020

25 Pts (Max 25) 12/2019


03/2020



Submitted by:

Active Committees: Community Services. Provide individual committee reports or board meeting minutes to show active committee

Sponsoring chapter public service projects. Documents should include proof of promotion and at least 2 of the following for each project claimed: Newsletter article; Media coverage (Social media activity); Website coverage; Meeting announcement; Announcements made to the membershiop; Board reports; Letter from organization or acknowledgement letter. At least one project Must include active involvement from the membership and not just financial contributions. Documentation must include dates of the project along with which committee members were involved and how the membership participated.

Cancelled checks ARE NOT enough documentation. Photographs are not considered documentation unless included in a printed format with captions and accompanying articles describing the event and identifying people in the photo

Total dollars donated to all public service projects during 4/1 to 3/31 award period. Documentation must include one of the following: Treasurer's report; Cleared checks (front & back) presented to organization; Board Minutes; Letters from the project recipient that include dates and the amounts contributed. All projects must be completed within the award year. Donations to the NAHU Education Foundation qualify for this item

Community Services Committee Report



Present a check for the funds raised at partner clinc or special event. Documentation should include Board minutes with information about the event and date of the presentation. Event MUST have occurred, indicating future event does not count




Committee Leader Date:

Committee Members:


Completion

Date

Completed

5 Pts each (Max 50) 02/2020



03/2020



Submitted by:



Active Committees: Community Services. Provide individual committee reports or board meeting minutes to show active committee

Golf Committee Report




Co Committee Leader(s)

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