January 2013

District DirectorsWebinar

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2013 Contact for District Directors

Shelly Trent, SPHR Field Services Director in Kentucky 877-246-8976 Shelly.Trent@shrm.org

LinkedIn site for DDs: SHRM District Directors

SHRM Connect site for DDs: SHRM - State Councils - State Council District Directors

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Welcome to new district directors!Resources for New DDs

DD orientation webinar online for your review at http://shrm.adobeconnect.com/p1ah78zf4l8/

20 minutes long

Covers the role of the DD, ideas and best practices collected from past DDs, tools and resources available to you, presentations with scripts, and more. 

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Welcome to new district directors!Resources for New DDs

If you missed the SHRM Leadership Conference in November, you can view the slides and other information at www.shrm.org/Communities/VolunteerResources/Pages/LeadershipConference.aspx

Information from the Membership Summit, Leadership Development Sessions, Chapter and State Council Sessions, and Keynotes.

If you want to review the pre-conference webinar for chapter presidents, you can find it at http://shrm.adobeconnect.com/p2ydsoatajg/; it is fewer than 30 minutes.

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Welcome to new district directors!Resources for New DDs

To help you answer questions you may receive from your chapter presidents, be aware of these resources:

NEW Chapter Operations Survey at www.shrm.org/Communities/VolunteerResources/ResourcesforChapters/Pages/ChptrOpsSurvey.aspx

You can view the full PDF report and/or watch a short webinar about the results

Covers topics like membership categories, dues, database management, meetings and programs, terms of office, financial considerations, websites, social media, student chapters, and more

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Welcome to new district directors!Resources for New DDs

To help you answer questions you may receive from your chapter presidents, be aware of these resources:

UPDATED Fundamentals of Chapter Operations at www.shrm.org/Communities/VolunteerResources/ResourcesforChapters/Documents/Fundamentals_of_Chapter_Operations_12-0642.pdf

Covers all aspects of what a chapter needs to do to be successful; resource that all board members should review

If you conduct new board orientation, be sure to use this resource

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Welcome to new district directors!Resources for New DDs

To help you answer questions you may receive from your chapter presidents, be aware of these resources:

Review the Chapter Activities Checklist with your chapters

Located at www.shrm.org/Communities/VolunteerResources/ResourcesforChapters/Documents/Chapter%20Activities%20by%20Month%202011%201116.docx

Provides a list by month of what chapter boards should work on, such as deadlines, documents to review, and more

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Welcome to new district directors!Resources for New DDs

As a reminder, there is a section in the Volunteer Leaders Resource Center (VLRC) specifically for DDs under the State Council section at www.shrm.org/Communities/VolunteerResources/ResourcesforStateCouncils/Pages/SCRdist.aspx

We will hold FIVE webinars for DDs in 2013; all will have the same call-in information, but different links to the webinars. All will be at 4:00 ET / 3:00 CT / 2:00 MT / 1:00 PT

2013 Webinar Schedule: January 16, April 3, July 17, August 14, and October 23

In the past, our calls were not recorded. The webinars will be recorded for your reference.

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Welcome to new district directors!Resources for New DDs

At the end of 2012, the DDs said they wanted 2013 to cover these issues/topics:

1. Fortune Forty group (endangered chapters) and satellite groups/member service areas – that is our topic today

2. A review of the tools and resources in the Volunteer Leaders Resource Center (VLRC), including the chapter and state council calendar checklists.

3. Mid-year, a webinar where several of you can share how you plan your state leadership conferences. We will share agendas, speakers, topics, etc.

4. Sharing successful practices and challenges.

If anyone is interested in being a speaker or wants a specific topic, please share it.

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And NOW Our Main Topic!Discussion about Fortune Forty and Chapter Mergers

Dorothy Knapp, SPHR Field Services Director in Florida Responsible for working with Fortune Forty chapters Dorothy.Knapp@shrm.org

Karen Verrico, CAE Field Services Director in California Works with chapters interested in merging to become a

Member Service Area (two or more chapters coming together to become one larger organization)

Karen.Verrico@shrm.org

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Fortune Forty Team -- 2012Lessons Learned

– Small chapters with very limited resources– Lack of strong leadership due to limited time– Lack of understanding of the bigger picture– Most not covering the basics of how to keep and

grow membership– Many do not have advantage of attending SHRM

Leadership Conference or state council meetings

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Fortune Forty Team Webinars

May 24 – Understanding In-Chapter Reports July 25 – Why be a Member of SHRM September 27 – Marketing for Membership October 25 – Chapter Self-Evaluation

Recorded webinars location: Volunteer Leader Resource Center (VLRC) Scroll down to Fortune Forty and click the

link

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Fortune Forty Chapter Update

As of October 2012

• Chapter growth

– 27 chapters increased SHRM membership– 13 chapters are at/above 25 in-chapter SHRM members– 18 chapters are at/above 51% in-chapter SHRM members– 9 chapters meet both affiliation requirements:

25 in-chapter SHRM members and 51% of chapter members are SHRM members

• 3 chapters disaffiliated

• 3 chapters combined with another chapter

Results

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Our very small chapters tell us they struggle with . . . .

Financial resource issues• Chapter dues pool not large enough for major

projects

Volunteer Burnout• Volunteer pool not large enough for major

projects, and they continue in office over and over

Duplication/Competition issues• Nearby chapters are doing the same thing

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Looking at other models

Merge existing chapters to pool resources

Capture at-large members in remote areas

Provide both local and expanded networking

Improve availability of programming

Expand volunteer base to meet their mission, reducing burnout

Provide for focused activities based on need

Gain united visibility in legislative & media relations

Increase sponsorship revenue with wider reach

Pool financial resources to be able to share administrative support

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Things to Consider

Will you be providing the members with improved services, more options, and increased access to services ?

Will combining volunteer and financial resources result in a greater variety of member services and engagement opportunities?

Is one chapter capable of handling additional administrative details and tracking?

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What Does the New Realigned Chapter Look Like?

The Chapter Affiliate – the sum of the geographic areas of members. Where you deliver your services. Can be broader than one city or location.

Member Service Areas (MSAs) – Local hubs (formerly individual chapters) that service the affiliate’s members. A chapter can be composed of as many MSAs as necessary – as few as 2, as many as 6-8, a state. Every situation is unique. Active MSAs make ‘big places smaller.’

Membership – Individuals join at the broader affiliate chapter level and can access all programs and services in the chapter regardless of location. Communications are tailored to your preferred MSA(s).

Volunteer Structure – Combines the Governance Board at the chapter level with Leadership Teams at the MSA level. There is a place for any member who would like to be engaged in a leadership position. All MSAs are represented in the governance process.

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Where can this new Realigned Chapter Structure be implemented?

New Audiences – In rural or remote areas where a new chapter would be a challenge to sustain. The remote area would be a new MSA of the affiliate chapter (e.g. San Diego, CA)

Struggling Chapters – rather than disaffiliation, becoming an MSA of another chapter keeps the connection going (e.g. Carson City, NV)

Overlapping Chapters – If two chapters are duplicating efforts and dividing loyalties (e.g. NCHRA and Santa Clara, CA)

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Key Reminders about a Realigned Structure

SHRM Affiliation – One SHRM affiliate regardless of the number of MSAs

– One charter– One chapter number

Member Service Areas (MSAs) are an extension of the Chapter – NOT separate entities

One SHAPE – includes activities of subgroups

Bylaws – There is one set of bylaws for the chapter, and all MSAs must comply with the bylaws and operational guidelines of the affiliate chapter

Suggested wording in chapter bylaws: Section III. Member Service Areas: In order to serve the geographic needs of the members, the chapter shall establish local areas for the development and delivery of chapter services. These areas shall operate under the operational guidelines set forth by the chapter Board of Directors.

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Realigned Chapter Operations

Accounting/Finance– One consolidated financial statement for chapter includes all

activities– MSA budgets within the overall chapter budget– MSAs should follow a break-even or better balance– CFSP is paid to one entity – the chapter -- and the chapter

manages the use of those funds through its budget Dues and Events

– Chapter dues provide access to all chapter programs at the member rate regardless of location

– MSAs do not have their own dues structure– Program fees reflect local differences (venue costs, meal

costs, speaker fees, etc.)

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Realigned Chapter Operations

Governance– Chapter President is the Chief Elected Officer – MSA Chairs are elected on the annual chapter-wide ballot– Each MSA would have a leadership team of positions needed

to implement services, but these are not governance roles

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MSA Operations

Member Service Areas – Must comply with Chapter Charter and bylaws Have a team of leaders to focus on local needs Have their own section of the chapter budget to manage Have member and non-member fees to attract

membership Coordinate education topics and dates to provide the

optimal schedule for members Support and implement the annual goals of the chapters

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To Think About Moving Forward . . . .

Suggestions:

– Attempt to work with the struggling chapter to see if it can be resurrected with leadership and guidance

– Look at all of the options available; talk to their members about how they feel

– Explore with them the idea of merging or becoming a satellite/MSA

– Remember this takes quite a while to think about, discuss, and make a decision that is best for that chapter

January 2013

District DirectorsWebinar