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Chapter Programming 101
Meet your Hosts
Francis Nicholson,
Managing Director of Curriculum
and Learning Delivery, The IIA
Artem Mulitsa,
Chapter Relations
Manager, The IIA
Lindsay Prichard, DR, CRC
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• How to survey your members?
• How do you select the right topic?
• How to identify the appropriate speaker?
• How to plan and build out a 12-18 month calendar?
What Will Today Bring?
Onboarding and practical
skills
Technical updating and topical issues
Certification preparation
Career progression CPEs Networking
Why Members Seek Professional Development
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Networking Knowledge sharing
Professional insights Instruction Competency
developmentTakeaway
tools
Principal Focus of Training Events
Practical, immersiveImmediate, topical Authoritative, in-depth
More complex and great investment required
Easier, cheaper to organize and deliver
• To create stronger, more competent practitioners, and a stronger profession
• $1.1m investment over three years content development
– In-Person
– Online (live)
– OnDemand (self directed)
Training Strategy IIA HQ
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Picking the Right Topic - Survey Your Members
• Survey your members early Look at when our member
survey goes out and insert date. Recommend issuing the survey around the same time.
• eTouches Survey IIA template Chapter Engagement Survey
• Analyze results
Picking the Right Topic
• Governance• Fraud• Technology• Corporate Social Responsibility &
Sustainability• Risk• Ethics• Operational Auditing• Financial and Compliance Auditing• Audit Management & Skills
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Picking the Right Topic – Choosing a Speaker
• Speaker Database• IIA Key Stakeholders & Executive Leadership• North American & Exec. Committee Members• Chapter Partnerships
• IIA’s Portfolio of Training Deliverables• Principal Partners
4 CPEs • CAE Roundtables
• Half Day Forums
• IIA OnDemand Training
Types of Events - Examples
8+ CPEs• IIA Seminars (Online & In Person)
• Chapter One Day Conference
• IIA Chapter Partnerships
• District Conferences
• CIA Review Course
• IIA On-Site Training
• IIA OnDemand Training
• Collaboration
2 CPEs• Student Events
• Breakfast Meetings
• Lunch and Learns
• IIA OnDemand Training
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• Leveraging– Direct members towards training that’s being offered
– Hold events around MOWs
• Collaborating – Timing and coordination
– Local member pricing
– Chance to meet and network
Leveraging and collaborating
• Support or hosting HQ event (tier 1 and 2 goals)
• Complimentary registrations for chapter leaders linked to local member attendance target
• Hosting and sponsorships towards a social event for local members and training attendees
• Growing membership through HQ marketing for training event
• Financial reward for local members attending HQ training linked to promotion and achieve attendance target
Chapter Partnership Opportunities
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Speed NetworkingProgramming Best Practices
• 5 rotations every 6 minutes
• 7 cards for each attend• 5 for personal rotations • 2 for report out best practices
• Outside stays put, inside moves to their right
• 4 questions – Pick 1 at each rotations • (Repeating questions is allowed)
1) How do you pick your venues? 2) How do you market your events?3) What is your strategy for a successful program year? 4) Recommend a speaker or event title
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Speed NetworkingProgramming Best Practices
22 23 24 25
12 11 1014
21
15
20
Stage
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Report Out
Planning Ahead
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Planning Ahead
Planning Ahead
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Planning Ahead
Start with Strategy• Strategy:
– is about differentiation
– determine your core capabilities as an organization
– set the course of activities & events to best serve your members’ needs.
Planning Ahead
Follow with Tactics• Tactics:
– are about how a strategy gets implemented
– by themselves don’t always produce a winning result
– include the specific activities that we execute to realize a strategic objective
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Planning Ahead
Planning Ahead
12-18 Month Event Calendar
• Expand Your Planning Horizon
• Set Minimum Expectations and Requirements
• Divide and Conquer
• Consider Your Options
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Planning Ahead
Fixed(1-3 Months)
• Date/Time
• Speaker(s)
• Topic(s)
• Venue
• Cost
• CPE
Flexible(4-9 Months)
• Month/Week
• Speaker(s)
• Topic(s)
• Possible Venues
• Cost Range
• CPE Goal
Formulative(10-18 Months)
• Half/Month
• Possible Speaker(s)
• Possible Topic(s)
• Possible Venues
• Financial Objective
• CPE Goal
Planning Ahead
Benefits• Better Use of Limited Resources
• Increased Chances of Engagement
• Compliments Other Chapter Initiatives
• Opportunity for Recognition and Recruitment
• Improved Member Satisfaction
• Less Stress (Higher Volunteer Retention)
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Planning Ahead
Key Steps• Clarify Objectives
• Understand the Market (inc. External Events)
• Know Your Members’ Interests & Needs
• Understand Resources and Constraints
• Plan for Change
• Communicate, Communicate, Communicate
Planning Ahead
Available Resources• Chapter Programming Checklist
• Chapter Programming Toolkit
• NASBA Toolkit
• Speaker Database
• Peer Chapters
• Upcoming Events Webinar
• IIA and CRC
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Planning Ahead
Vice-President, Chapter Programs
