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
3/2020 25 Pts (Max 25) Communications
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
3/2020 25 Pts (Max 25) Communications
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
3/2020 10 pts each (Max 100) Media Relations
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
3/2020 10 pts each (Max 50) Media Relations
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
3/2020 10 pts each (Max 60) Media Relations
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
3/2020 10 pts each (Max 100) Media Relations
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:
Points Possible Points Earned YTDExpected
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)
Report of Activities this Month:
Assigned to Deadline
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
Action Items or Follow-Up
NAHU Pacesetter Blueprint GOALS:
Chapter represented at NAHU Leadership Program at Capitol Conference
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:
Points Possible Points Earned YTDExpected
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
Report of Activities this Month:
Assigned to Deadline
Submitted by:
Action Items or Follow-Up
Legislative Committee Report
NAHU Pacesetter Blueprint GOALS:
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
Next Committee Meeting Scheduled:
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:
Points Possible Points Earned YTDExpected
Completion
Date
Completed
25 Pts (Max 25) 03/2020
Treasurer = 75 pts 02/2020
25 Pts (Max 25) 09/2019
100 Pts (Max 100) if all BOD participate
03/2020
Report of Activities this Month:
Assigned to Deadline
Submitted by:
Next Committee Meeting Scheduled:
Finance Committee Members:
Chapter represented at NAHU Leadership Program at Capitol Conference
Action Items or Follow-Up
NAHU Pacesetter Blueprint GOALS:
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
Need to Achieve Triple Crown 100% Board Participation. 2 New Enrolled Members, 2 NAHU Operation Shout Outs, HUPAC Contributor
Treasurer Report
Chair: Date:
Vice Chair:
Committee Members:
Points Possible Points Earned YTDExpected
Completion
Date
Completed
5 Pts each (Max 50) 02/2020
5 Pts each (Max 40)Monthly or Quarterly
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
100 Pts (Max 100) if all BOD participate
03/2020
Report of Activities this Month:
Assigned to Deadline
Submitted by:
Next Committee Meeting Scheduled:
Action Items or Follow-Up
NAHU Pacesetter Blueprint GOALS:
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
Need to Achieve Triple Crown 100% Board Participation. 2 New Enrolled Members, 2 NAHU Operation Shout Outs, HUPAC Contributor
PAC Committee Report
Chair: Date:
Vice Chair:
Committee Members:
Points Possible Points Earned YTDExpected
Completion
Date
Completed
5 Pts each (Max 50) 02/2020
5 Pts each (Max 40)Monthly or Quarterly
10 Pts each (Max 60)
10 Pts 03/2020
100 Pts (Max 100) 03/2020
50 Pts (Max 50) 09/2020
75 Pts each (Max 150)
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)
100 Pts (Max 100) if all BOD participate
03/2020
Report of Activities this Month:
Assigned to Deadline
Net membership gain. Net Gain Determined at August IEAHU Board Meeting
Percentage of Membership enrolled in NAHU's bank draft program
Action Items or Follow-Up
NAHU Pacesetter Blueprint GOALS:
Additional registered attendees at NAHU DC Capitol Conference February 2020
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
Need to Achieve Triple Crown 100% Board Participation. 2 New Enrolled Members, 2 NAHU Operation Shout Outs, HUPAC Contributor
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:
Next Committee Meeting Scheduled:
Chair: Date:
Vice Chair:
Committee Members:
Points Possible Points Earned YTDExpected
Completion
Date
Completed
5 Pts each (Max 50) 02/2020
5 Pts each (Max 40)Monthly or Quarterly
100 Pts (Max 100) 02/2020
12 Pts each (Max
120)03/2020
100 Pts (Max 100) TBD
5 Pts each (Max 175)
03/2020
50 Pts (Max 50) 12/2019
25 Pts each (Max 75)
3/2020 (at Symposium)
100 Pts (Max 100) if all BOD participate
03/2020
Report of Activities this Month:
Assigned to Deadline
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)
Action Items or Follow-Up
NAHU Pacesetter Blueprint GOALS:
Additional registered attendees at NAHU DC Capitol Conference February 2020
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
Need to Achieve Triple Crown 100% Board Participation. 2 New Enrolled Members, 2 NAHU Operation Shout Outs, HUPAC Contributor
Professional Development Committee Report
Submitted by:
Next Committee Meeting Scheduled:
Chair: Date:
Vice Chair:
Committee Members:
Points Possible Points Earned YTDExpected
Completion
Date
Completed
5 Pts each (Max 50) 02/2020
5 Pts each (Max 40)Monthly or Quarterly
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
10 Pts each (Max 120)
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
NAHU Pacesetter Blueprint GOALS:
Additional registered attendees at NAHU DC Capitol Conference February 2020
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
100 Pts (Max 100) if all BOD participate
03/2020
Report of Activities this Month:
Assigned to Deadline
Submitted by:
Next Committee Meeting Scheduled:
Action Items or Follow-Up
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
Need to Achieve Triple Crown 100% Board Participation. 2 New Enrolled Members, 2 NAHU Operation Shout Outs, HUPAC Contributor
Chair: Date:
Vice Chair:
Committee Members:
Points Possible Points Earned YTDExpected
Completion
Date
Completed
5 Pts each (Max 50) 02/2020
5 Pts each (Max 40)Monthly or Quarterly
50 Pts (Max 50) 03/2020
100 Pts (Max 100) 03/2020
50 Pts (Max 50) TBD
100 Pts (Max 100) if all BOD participate
03/2020
Report of Activities this Month:
Assigned to Deadline
Submitted by:
Next Committee Meeting Scheduled:
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
Action Items or Follow-Up
Need to Achieve Triple Crown 100% Board Participation. 2 New Enrolled Members, 2 NAHU Operation Shout Outs, HUPAC Contributor
Vanguard Committee Report
NAHU Pacesetter Blueprint GOALS:
Additional registered attendees at NAHU DC Capitol Conference February 2020
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:
Points Possible Points Earned YTDExpected
Completion
Date
Completed
5 Pts each (Max 50) 02/2020
5 Pts each (Max 40)Monthly or Quarterly
10 Pts each (Max 100)
03/2020
10 Pts each (Max 120)
03/2020
75 Pts (Max 75) 03/2020
100 Pts (Max 100) if all BOD participate
03/2020
Report of Activities this Month:
Assigned to Deadline
Submitted by:
Next Committee Meeting Scheduled:
Action Items or Follow-Up
NAHU Pacesetter Blueprint GOALS:
Additional registered attendees at NAHU DC Capitol Conference February 2020
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
Need to Achieve Triple Crown 100% Board Participation. 2 New Enrolled Members, 2 NAHU Operation Shout Outs, HUPAC Contributor
Awards Committee Report
Chair: Date:
Vice Chair:
Committee Members:
Points Possible Points Earned YTDExpected
Completion
Date
Completed
5 Pts each (Max 50) 02/2020
5 Pts each (Max 40)Monthly or Quarterly
10 pts each (Max 100)
03/2020
10 pts each (Max 100)
03/2020
10 pts each (Max 50)
03/2020
10 pts each (Max 60)
03/2020
100 Pts (Max 100) 03/2020
10 pts each (Max 100)
03/2020
40 Pts (Max 40) 03/2020
100 Pts (Max 100) if all BOD participate
03/2020
Report of Activities this Month:
Media Committee Report
NAHU Pacesetter Blueprint GOALS:
Additional registered attendees at NAHU DC Capitol Conference February 2020
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
Need to Achieve Triple Crown 100% Board Participation. 2 New Enrolled Members, 2 NAHU Operation Shout Outs, HUPAC Contributor
Assigned to Deadline
Submitted by:
Next Committee Meeting Scheduled:
Action Items or Follow-Up
Chair: Date:
Vice Chair:
Committee Members:
Points Possible Points Earned YTDExpected
Completion
Date
Completed
5 Pts each (Max 50) 02/2020
5 Pts each (Max 40)Monthly or Quarterly
100 Pts (Max 100) if all BOD participate
03/2020
Report of Activities this Month:
Assigned to Deadline
Submitted by:
NAHU Pacesetter Blueprint GOALS:
Additional registered attendees at NAHU DC Capitol Conference February 2020
Active Committees: Hosptialtiy. Provide individual committee reports or board meeting minutes to show active committee
Hospitality Committee Report
Need to Achieve Triple Crown 100% Board Participation. 2 New Enrolled Members, 2 NAHU Operation Shout Outs, HUPAC Contributor
Next Committee Meeting Scheduled:
Action Items or Follow-Up
Chair: Date:
Vice Chair:
Committee Members:
Points Possible Points Earned YTDExpected
Completion
Date
Completed
5 Pts each (Max 50) 02/2020
5 Pts each (Max 40)Monthly or Quarterly
20 Pts each (Max 80)
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
100 Pts (Max 100) if all BOD participate
03/2020
Report of Activities this Month:
Assigned to Deadline
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
NAHU Pacesetter Blueprint GOALS:
Additional registered attendees at NAHU DC Capitol Conference February 2020
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
Need to Achieve Triple Crown 100% Board Participation. 2 New Enrolled Members, 2 NAHU Operation Shout Outs, HUPAC Contributor
Action Items or Follow-Up
Next Committee Meeting Scheduled:
Committee Leader Date:
Committee Members:
Points Possible Points Earned YTDExpected
Completion
Date
Completed
5 Pts each (Max 50) 02/2020
5 Pts each (Max 40)Monthly or Quarterly
100 Pts (Max 100) if all BOD participate
03/2020
Report of Activities this Month:
Assigned to Deadline
Submitted by:
NAHU Pacesetter Blueprint GOALS:
Additional registered attendees at NAHU DC Capitol Conference February 2020
Active Committees: Community Services. Provide individual committee reports or board meeting minutes to show active committee
Golf Committee Report
Need to Achieve Triple Crown 100% Board Participation. 2 New Enrolled Members, 2 NAHU Operation Shout Outs, HUPAC Contributor
Action Items or Follow-Up
Next Committee Meeting Scheduled:
Co Committee Leader(s)