2011 Leadership Academy

Chapter Management 101

Montreal, Canada October 13, 2011

Purpose of Chapter Management 101

To provide the knowledge and resources

chapter leaders need to guide their

chapters effectively and confidently,

as well as to make connections with

other chapter leaders.

Introductions• Name• Chapter• Position• Why you’re here?

Why are we here?• Staff Introductions

• Session Goals

• Onsite Materials

AFP Members

Chapters

Chapter Presidents Council

AFP Board of DirectorsExecutive

Committee

External Relations Division

MembershipServices Division

ProfessionalAdvancement

Division

AFP Foundation for Philanthropy

Awards CommitteeUS Govt. Reltns Cmte

Communications & Marketing CommitteeCanadian Govt Reltns

Cmte.PAC Board

Diversity CommitteeMember/Chp Svcs CmteInternational Dev Cmte

Canadian Council

Curriculum Dev Publishing Advisory Conf Educ Advisory ACFRE Marketing Research Council

Canada Fdn Board US Fdn Board

Development CmteFin & Invest Cmte

Cmte On Directorship

Governance & OperationsCommittees

Committee on DirectorshipFinance & Human Resources

CommitteeStrategic Planning Oversight

CommitteeEthics Committee

ACFRE BoardIndustry Partners Committee

Audit Committee Budget Committee

Organization Chart

AFP Organization

• Membership Services Division• Professional Advancement Division• External Relations Division• Finance Committee• AFP Foundation for Philanthropy

Chapter Presidents Council (CPC) Committee on Directorship (COD)• CPC: includes presidents of all

chapters; selects COD members; selects CPC representative to AFP Board

• COD: evaluates nominees and selects slate of AFP Directors; provides orientation and evaluation of Board

Chapter Services DirectorsWestern US, PA, NC, SC

Larry Hostetler – (916) 544-2024, lhostetler@AFPnet.orgCentral US, GA and FL

Val Lay – (614) 266-9918, vlay@AFPnet.org CT, MA, NH, NY, RI, Canada, Asia

Lori Gusdorf – (703) 519-8449, lgusdorf@AFPnet.org DC, DE, MD, NJ, VA

Taryn Gold – (703) 519-8452, tgold@AFPnet.org Canada

Cynthia Quigley – (416) 941-9212,   cquigley@AFPtoronto.orgMexico

Rose Sandoval – (52) 55 3626 1592, rsandoval@AFPnet.org

Making Change• Share your ideas:

– AFP President & CEO – AFP International Board member– AFP Senior Staff member– Chapter Services Director

• Idea goes to Division/Cmte/Task Force/Staff• Recommendation (or not) to Board/Staff • Board/Staff approves/amends/disapproves• Staff implements

Requirements1) Accord2) Chapter Visits3) Ethics4) Membership Categories5) Bylaws6) CPC Representation

Requirements

1) Accord– New requirements in 2012

• Branding Policy Compliance• Financial Statements• Canada- Contract for Services

2) IHQ Yearly Deadlines

Requirements3) Chapter Visits

• Strategic Planning• Bi-Directional Communication• What is your chapters’ strategic plan

4) Ethics• AFP’s Code of Ethics

Requirements

5) Membership Categories– Set by IHQ– Chapters cannot change

6) Bylaws– Standardized Bylaws

7) CPC Representation

If I only knew…..

• President Elect – Not as easy as it looks– Pay attention– CFRE– Chapter Officer training– Pick your friends– Talk to your boss

If I only knew…..

• President – Big Picture

– Good news and bad news

– An act of service

– Do it the way it should be done

If I only knew…..

• President – Big Picture

– The rule of three

– No mandate/Not Commander in Chief

– A great job – enjoy it!

If I only knew…..

• President – Leading– Stretch your EMC gift

– Omega Circle Gift/PAC Gift

– Pick one or two big goals

– Chapter Officer training

If I only knew…..

• President – Managing

– In person EMC solicitation of Board

– ExCom Omega

– PAC gift

If I only knew…..

• President – Managing– Volunteers serve at your pleasure

– BOD Retreat

– Speaker Gifts = Library

– EMC – Are we not fundraisers?

If I only knew…..

• President – Housekeeping– Monthly Lunches

– BOD Lunch passes

– BOD Starbucks cards

– Missed meetings

If I only knew…..

• Immediate Past President– No early retirement

– Lead New BOD member orientation

– You must decrease

– And then, a year to reflect…………

If I only knew…..

• Immediate Past President

– COD• Procedures• Returning BOD Members• New BOD Members

How Do We Work Together?COMMUNICATE!

•Monthly Chapter Presidents’ e-newsletter

•Direct communication with Chapter Committee Chairs

•Chapter Services Directors

Chapter Management and Resource Guide

The AFP Chapter Management and Resource Guide collects everything a chapter leader or administrator may need to access in order to successfully operate a chapter.

http://www.afpnet.org/ChapterGuide

New Sample Policies and Tips

• Nominating Committee Policy• Board Expectation Policy• Past Presidents Council• Tips for Engaging Sr. Professionals• Invest in Yourself - Tips for Chapters

How Can We Help You?

1) Ideas that Work2) AFP Website3) AFP PrintQ4) Info Central5) AFP2P

Ideas that Work

• New section on the Chapter Leader Network

• Chapter Leader Network• Idea Sharing for Chapter Leaders• What are your ideas?

Resources You Will Use

• AFP Website– Chapter and Member

Sections

• Info Central• PrintQ

PrintQ Resources

• Marketing Brochures– Top Ten Reasons to Join AFP

• Case for Organization Support– The Case for Joining

• Logos (Chapter specific, Ten Star, etc.)

AFP2P• Members Only• Profile Information• Key Communities• Threaded Discussions• Document Posting• Searchable• E-mail Notifications• p2p.afpnet.org • www.afpnet.org/afp2p

Chapter Website Program• 68 Chapters Now

in Program• No Cost to Chapters• Launching New Sites

Integrated with AFPIHQ Site

• News Feeds, More• Now Migrating Program

Chapters to New Sites• afpdc.afpnet.org

Chapter Leader Orientation Calls

• Accord Orientation (December)• Presidents/Presidents-Elect• Administrators• Membership Chairs• New! Treasurers• New! Foundation Chairs• New! Diversity Chairs

Chapter Leadership Conference Call Series

• Five calls each year

• Upcoming Calls

Chapter Award Programs

• Ten Star Award

• Friends of Diversity Award

• Cash Incentives– Membership– Foundation

The Heart of the Matter• The Leader’s Role• What do YOU want to accomplish?• Heartburn & Heartfelt

Session Evaluation & Follow-Up

• What was your “WOW!” moment?• What did you like the best?

…was the most helpful?• What did you like the least?

…was the least helpful?• Brief email survey

THANK YOU FOR ALL YOU DO FOR AFP!!