Creating a Stellar Chapter Development Plan
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Transcript of Creating a Stellar Chapter Development Plan
CREATING A STELLAR
Chapter Development PlanLearn how to create your own chapter development plan by using a provided template
Kyle BazzyDirector of Growth
Proud Detroiter
BillhighwayGot Chapters?
Founded in 1999
Who We Are/What We Do
Why do you need a chapter
development plan?
Clarity
Why…
01
Effective Communication02
“The purpose of this chapter development plan is to create a pathway to enhance, revive and inspire chapters to flourish...”- Claudia Huss, Vice President, Member Relations at Association of Energy Services
Professionals (AESP)
2017 Chapter Development Plan Template
Original template designed by Claudia
Did I print this yet? I did!
Set Your Intent (PG. 1)
ASK YOURSELF• What do you want to get out of this?
• More focus on chapters?
• A picture of the chapter landscape for leadership?
• What are your current goals?
• What is leadership asking for from you?
• What do you absolutely have to get donein the next 11 months?
Have a question? Enter your question in the chat
Set Your Intent (PG. 1)
Chapter Goals HQ GoalsCRP Goals
Executive Summary (PG. 2)
WHERE TO START• Create a concise statement about the overall
health of your chapters• Some things to consider and include:
• Number of chapters • Have any closed?• Gaps in chapter locations• Current leadership (new vs. seasoned)• Chapter expectations• Number of chapter meetings and/or
events per year
Don’t rush!
Chapter Development Goals(PG. 2-3)WHERE TO START• List 3-5 goals you'd like to accomplish in
the next year
• Create actionable subtasks to accomplish those goals
• Determine who will be the point person
• Assign a due date
• Is there budget for this initiative?
I have so many…
General Support(PG. 4)WHERE TO START• What general support do you provide to your chapters? • List out all tasks/services and tools that national provides:
• Financial compensation• Member database/list• Website creation/maintenance• Leadership meetings• Bank accounts• Resources/templates• Taxes
Issues of Concern(PG. 4)
WHERE TO START• Be frank here. • What drives you nuts about your chapters? • What should they be doing, but aren’t? Maybe it’s…
• Filing taxes• Number of events they’re conducting• Recording event attendance• Updating webpages
Have a question? Enter your question in the chat
Do Your Research(PG. 5)
WHERE TO START• Conduct some research, get some stats.
Find 3 to begin with. • Where should you look?
• Websites of other associations• Phone calls to chapter leaders of
other associations• Webinars• Consultants• Conversations with your current
chapter leaders, board and staff members
I’ll call my buddy!
Resources:Are Chapters Worth The Effort: 2016 Chapter Benchmarking Report
Mariner Management & Marketing LLC
The 2016 Membership Marketing Benchmarking Report
Marketing General Incorporated
Association ResourcesKnowledge Bank
Billhighway
Analysis of Chapters(PG. 5-10)
WHERE TO START• List out all of your chapters. • Provide at least one strength, weakness and
opportunity/recommendation per chapter. • Ask yourself:
• How long has this chapter been around?• Have they collaborated with any other
organizations to host events?• Is chapter leadership engaged?• Is membership growing or declining?
Have a question? Enter your question in the chat
Review Goals(PG. 11)
RE-EVALUATE• Now that you have a good idea on
your chapters’ strengths and weaknesses, use that to revise and update your goals
• Share it with someone
• Present to leadership
I do! Good idea
01 Define reality
Effectively serve those you lead
Say thank you
The 3 Roles of Good Leaders
07
08
"The first responsibility of a leader is to define reality. The last is to say thank you. In between the two, the leader must become a servant and a debtor."-- Max De Pree on leadership
http://www.eerdmans.com/Products/6398/the-three-tasks-of-leadership.aspx
02
03
Help Me, Help You2017 Chapter Initiatives:• Chapter Restructuring (changing the by-laws, new
affiliation agreements, selling it to senior leadership/board, and more)
• Defining your chapter ROI
• Creating dashboards and identifying the right data to tell a story
• Improving engagement with your chapters
• TELL US YOUR 2017 CHAPTER INITIATIVES
The Billhighway Road Show
Introducing…beep
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Feb 8th ChicagoOfficePort - Graham Conference Room
9 West Washington StreetChicago, IL 60602
Feb 22nd RestonIntelligent Office – Reston
1900 Campus Commons Drive, Suite 100Reston, VA 20191