Utilizing Chapter Resources

Utilizing Chapter Resources

The Chapter Resources section was created to help leads and steering committee members find information and all the resources you will need to manage your chapters. This will provide a complete guide to what you can find in this extremely useful section. (Click on the title link below to go directly to that section of the website or scroll through document to see each section here.)

• Chapter Administration

Bank accounts and financial reporting Conference calling Insurance National office contact information New chapter email set up Steering Committee Roles and Responsibilities Website responsibilities and administration

• Chapter Contacts

Chapter call notes Chapter lead contacts Chapter Steering Committee members/roles

• Communication Tools

Business cards Chapter e-mail boxes Electronic Surveys Email Marketing Communications Google Documents Logo(s) Marketing Plan Media relations, press releases, stories about TTN Stationery – Letterhead & Memo formats Website

• Key Documents

Annual Reports Audited Financials By Laws Certificate of Incorporation Form 990 (Federal Tax Filing) Insurance Tax Exempt Status letters & certificates

http://www.thetransitionnetwork.org/ChapterResource.aspx?Page=Administration�

http://www.thetransitionnetwork.org/ChapterResource.aspx?Page=Contacts�

http://www.thetransitionnetwork.org/ChapterResource.aspx?Page=CommunicationTools�

http://www.thetransitionnetwork.org/ChapterResource.aspx?Page=KeyDocuments�

• Member Management

Dues renewal process Managing peer/special interest group membership Membership expiration Member lists Welcome and follow up

• Peer Groups

Guidelines Monitoring member status Responsibilities

• Programs

Current programs Event planning framework Honorary memberships for speakers Insurance Thank you certificate/template

• Workshops

Job Search Series "Smart Women Don't Retire" Workshops "The Upside of Being Single" "Why Take Risks After 50" Workshop

http://www.thetransitionnetwork.org/ChapterResource.aspx?Page=MemberManagement�

http://www.thetransitionnetwork.org/ChapterResource.aspx?Page=PeerGroups�

http://www.thetransitionnetwork.org/ChapterResource.aspx?Page=Programs�

http://www.thetransitionnetwork.org/ChapterResource.aspx?Page=Workshops�

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Bank accounts and financial reporting Edit Delete

Overview

TTN is a single non-profit entity (501(c)(3)), which file a single tax return covering all chapters. Our financialsare audited annually.

Choosing a bank, and account types

Chapters may open an account at any nationwide bank that offers online access to accounts. (Please notethat some credit unions may not offer the necessary level of online banking required.) Before setting up anaccount, please contact Carole Holland with the name and location of the bank you wish to use, sowe can make sure it's part of the QB online access network. (FYI most major banks and many smallerand CUs participate.) Talk to the bank about a “non-profit” or small business account that has no or lowmonthly fees, and charges only for transactions on the account.

Required documentation

The Chapter Resource section provides many documents needed to open an account, including TTN's IRSletter, Certificate of Incorporation and By-Laws. If you need additional information, please contact CaroleHolland, [email protected]. The chapter members will probably have to supply proof ofaddress information for the address to which statements will be sent.

Signatories and online access

At least two local members should be signatories on the account. They should establish online bankingprivileges with view-only access by:

Betsy WerleyCarole Holland

Tracking income and expenses - timing to report information

Chapter accounting information is always due on or before the 10th of the following month.

Information is submitted on-line via Google Spreadsheets. This process is fast, easy and "green," aswe can access the information directly eliminating the need for almost all of the paper. Each chapterhas their own sheet, and log-in and password information is provided upon set up of your bankaccount.A sample, pre-filled document can be viewed here:

http://spreadsheets.google.com/a/thetransitionnetwork.org/ccc?key=pyueiHi0oWWp12g32xKYCLg

There are two pages, one for deposits, and one for payments. Tabs are at the bottom of thespreadsheet and are labeled accordingly. They work exactly like Excel spreadsheets, and are verysimple to use.

Receipts must be submitted for all expenses of $25 or more.

Your banking statements no longer need to be sent to us each month, however, your original depositslips must continue to be sent to our offices.

For expenses paid by check other than expense reports (for example, a payment for catering, roomrental, printing costs, etc.), please note the expense category in the memo line on the check.

My Account

ADMIN MENU BLOG TTN COMMUNITY NEWS & VIEWS RESOURCES EVENTS CHAPTERS

ABOUT TTN

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Banking Information For New Chapters (Printable Document)

Email Set Up Edit Delete

Each new chapter will be assigned an [chaptername]@thetransitionnetwork.org email address which shouldbe used for all official communications. It is possible to have this mail forwarded to a personal mailbox formonitoring; however, if more than one person will be doing the monitoring, it is advisable to access the maildirectly from the gmail program to avoid duplicating reviews and responses.

This will also allow for useage of the powerful Google Docs program, which is a cornerstone of TheTransition Network's communication process.

Conference calling - Freeconference.com Edit Delete

For national or local conference calling, many TTN members use www.FreeConference.com.

The Standard service offers call in numbers for up to 200 people, with participants charged only for the costof a long-distance call. Users simply create a no-cost account; they can immediately begin setting upcontact lists, and book calls the same day or months in advance.

Chapters are free to use any conference calling software they want, but this one has worked well for us forthe past three years.

Financial Overview Edit Delete

Each chapter will receive a financial overview of the accounting process, including how and when membershipdues and events are paid out in a conference call with their chapter and financial lead, to be held by CaroleHolland and Marie Constantin.

Insurance Edit Delete

TTN maintains general liability insurance covering all of our chapters.

To get an insurance certificate, send an e-mail to our broker Kaelin Hill, [email protected], including thelocation and event date(s) and time(s). She will follow up with a PDF that you can use for your event.

Mailing Address, Staff Contact Information, TTN Voicemail Number Edit Delete

National Office:

The Transition NetworkAnsonia Station, P.O. Box 231240New York, New York 10023-0021

For specific assistance or to contact a staff member directly, please visit the Staff page for job descriptions,duties and contact info.

The telephone number for the national offices of TTN is 212-714-8040. It is a voicemail only system.

For general inquiries, please contact [email protected], or call us at the above phonenumber. We do our best to respond within 48 hours to your request.

Steering Committee Roles and Responsibilities Edit Delete

Philadelphia chapter materials (contact Mary Klein, [email protected])

Responsibilities of steering committee (Example: Philadelphia Chapter)


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Tasks for Membership and PG Chairs (Example: Philadelphia Chapter)

Jean Palmer materials: discussion documents for DC chapter governance review ([email protected])

JP - intro letter re governance discussion.doc - invitation to meeting on governance issues

JP DRAFT Guidelines for Chapter.doc - overview of chapter governance

JP Draft Responsibilities of SC.doc - steering committee responsibilities

Tasks_for_Membership_and_PG_Chairs-22JUN09.doc - membership and peer group chair responsibilities

JP Volunteer Form for Governance Working Session.doc - form to recruit volunteers for governancereview committees

web

Website Administration for Chapters Edit Delete

Each chapter is responsible for input and maintenance of their respective sections on the website, whichincludes event information, chapter news and peer group listings. TTN National is responsible for generaloversight and management, including occasionally editing to ensure outdated information is being removed ina timely manner, and that the overall aesthetic of the site is cohesive and continuous from section to section.

Each chapter will receive administrative access for up to 3 people, which will allow them to add, edit andremove data from their respective section. They should identify individuals who have basic computer skills, aswell as a willingness and comfort with learning how to operate a program that works similarly to a Wordprogram.This administrative status will allow access to review member accounts, print membership lists, addevents and chapter news, and send emails to members using the website rather than an outside mailprogram. Individuals chosen for Membership Management should also be able to use Excel or receive trainingas the reports generated are produced in this format.

All section administrators must receive training before they will be given admin access status.Passwords should NOT be shared in order to bypass authorization by the National office. This training isgenerally done in a group format, and can take anywhere from 30 to 90 minutes depending on the skill levelof the group and speed with which they pick up the details of how the template works. Carole Holland([email protected]) manages the TTN website and will provide both the initial training, andwill answer follow-up questions as needed. Additionally, there is a FAQ specifically for website managementdesigned to help administrators get the answers they need quickly on their own.

Website Administration FAQ Edit Delete

Frequently asked website administration and management questions and help tools

FAQ

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Partners | Join TTN | Donate | Photo Gallery | Newsletter | Testimonials | Survey Results | For The Media | Help | Site Map

Copyright © 2011 The Transition Network, Inc. All rights reserved. | user agreement | privacy policy Web design by Victoria Lau. Development by Patrick Lee


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Chapter call notes Edit Delete

Notes from each of our chapter calls are attached - just click the date link below.

January 20th, 2009

March 5th, 2009

May 7th, 2009

September 3rd, 2009

November 5, 2009

January 27, 2010

February 18, 2010 / Program discussion 2-18-10.doc

Chapter steering committee members and their roles Edit Delete

Leads, Steering Committee Members and Web Admins (By Chapter).xls

Chapter Contacts Edit Delete

Contact information for TTN's chapter leads:

Central Ohio: Pat Snyder at [email protected].

Chicago Area: Terry Kozlowski at 800-401-0607.

Connecticut: Amy Fisher at [email protected]

DC/Capital Area: Mara Mayor at [email protected].

Houston: Susan Lieberman at [email protected] or Eva Archer Smithat [email protected].

Long Island: Ellen Bartoldus, [email protected]

New York City: Ellen Murphy, [email protected]

Philadelphia: Ellen Singer Coleman [email protected], Mary Klein [email protected], NancyLeon [email protected]

San Franscisco Bay: Arlene Reiff at [email protected].

Westchester: [email protected]

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ABOUT TTN

The Transition Network http://www.thetransitionnetwork.org/ChapterResource.aspx?Page=Contacts

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The Transition Network http://www.thetransitionnetwork.org/ChapterResource.aspx?Page=Contacts

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Business cards Edit Delete

Chapters can order business cards for their Steering Committees. Please contact Marie Constantin,marie@thetransitionnetwork to have her prepare the template and send it to you, so that you can have thecards printed locally.

She will need the following information for each person:

Name E-mailPhone number Title (if any)Address

If you're having cards made for a group of people, please send her a spreadsheet with the information.

Chapter e-mail boxes Edit Delete

Each new chapter will be assigned an [chaptername]@thetransitionnetwork.org email address which shouldbe used for all official communications. It is possible to have this mail forwarded to a personal mailbox formonitoring; however, if more than one person will be doing the monitoring, it is advisable to access the maildirectly from the gmail program to avoid duplicating reviews and responses.

This will also allow for useage of the powerful Google Docs program, which is a cornerstone of TheTransition Network's communication process.

If you do not currently have a TTN mailbox, please contact [email protected] to requestone.

Conference calling - FreeConference.com Edit Delete

For national or local conference calling, many TTN members use www.FreeConference.com.

The Standard-level service offers call in numbers for up to 200 people, with participants charged onlyfor the cost of a long-distance call. Users simply create a no-cost account; they can immediatelybegin setting up contact lists, and book calls the same day or months in advance.

Chapters are free to use any conference calling software they want, but this one has worked well forus for the past three years.

Display materials for volunteer fairs, conferences, etc. Edit Delete

Hope Fonte of our Houston chapter has created a banner that chapters can print and use at trade shows,volunteer fairs and other events where TTN is one of many participating organizations. The size is 72"x24" (6'by 2'). If you need a different sized banner, please work with Hope, [email protected].

Banner 72x24.pdf

You can have the banner printed locally, or use this online resource: http://http//www.banners.com/full-color-banners/Index.cfm

Hope commented: The prices are reasonable for a 13oz. Scrim Vinyl 2’ x 6’. This company also producesall kinds of table skirts, fabric banners, and other display materials.

Electronic Surveys Edit Delete

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ABOUT TTN

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We utilize Survey Monkey for all electronic surveys.

Link: www.SurveyMonkey.comLog-In: BwerleyPassword: TTNtech (Note: password is case-sensitive)

For help creating a Survey Monkey survey, please contact Carole Holland,[email protected]. TTN pays a flat annual fee for the survey tool, so there's no extracharge to create and field surveys.

If you are planning to do a survey in your chapter, please let Betsy Werley([email protected]) or Carole know, so they can coordinate the timing and avoid having twosurveys fielded at the same time.

Sample surveys:

Washington DC Tech Survey (member interest in technology programs) Download PDFTTN 2007 Nationwide Member Survey Download PDF

Best practices:

1) Create an engaging e-mail invitation for people to fill in the survey, telling them why we're asking, how longit will take to fill out the survey, and when they can expect to learn the results.

2) Repeat that information at the top of the survey as an introduction.

3) Survey Monkey allows you to ask closed questions (the answer can be tabulated) and open questions(participants can write in an answer). Both are valuable; however, open questions require more manual workto tabulate and categorize.

4) Test the survey with at least three people outside your team, to get their feedback on whether questionsare clear, repetitive; there are any typos; the flow of questions is logical.

Email Marketing Communications Edit Delete

We use Constant Contact for all our email marketing - monthly newsletters, event notices, invitations, etc.

Constant Contact is a web-based email communication program we use to send TTN emails to ourcommunity. It is located at www.constantcontact.com. The website allows you to create and send emails toyour recipient lists.

To utilize the TTN account, access the log-in page at Constant Contact: https://www.constantcontact.com/login.jsp.

The username for this account is ttninfo. The password is infottn. (Passwords are case sensitive so nocaps.) Do not try to log in more than twice. It will lock our account from use for everyone. If you cannotlogin successfully after two attempts, email one of the staff for assistance.

Only Chapter newsletters may be archived. Newsletters may be archived for up to 4 months (current plusprior 3 months.) Older newsletters are unarchived each month.

Download instructions and assistance document: Constant_Contact_for_Email_Communications.doc

For help creating Constant Contact communications, please contact Cathy Carrington [email protected]

Google Documents Edit Delete

Google Documents is a free program that allows you to create and share online documents, spreadsheetsand presentations. You can:

1) Access your documents online from any computer with an internet connection.

2) Add collaborators to your document and Docs will send them a link to access the doc online (no need to


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send email attachments back and forth)

3) Decide who can view and edit each document (only you, some people, or everyone)

All chapters currently have a financial Google doc spreadsheet for inputting expenses and payments.However, there are dozens of ways to use it to manage files within the chapter, and with TTN National.

For a quick product tour, check out: http://www.google.com/google-d-s/tour1.html

Logo in various formats Edit Delete

logoTTN has two versions of our logo: one in blue-white and one in blue-green.

You can use either version of the logo, depending on your overall color scheme.

Logo (blue & white)- small (5.3 kb)

Logo (blue & white)- larger (10.7 kb)

Logo (green & blue)- small (4.6 kb)

Logo (green & blue) - large (59.1kb)

Marketing Plan Edit Delete

A marketing plan developed by the Philadelphia chapter is attached as a reference. The plan covers manyaspects of getting the word out about the chapter and its events:

Connecting with local mediaBuilding relationships with women's organizations, organizations in the field of aging, groups offeringcontinuing education, career counselorsUsing free event listings to publicize programsDistributing flyers to libraries and other places where potential members gather

Attachment

Media Coverage Edit Delete

Tips on how to get publicity for your chapter:

Tips to Chapters on Media Coverage

Sample press release and event advisory e-mail:

Samples

Media relations, press releases, stories about TTN Edit Delete

For The Media

Sample News Release

Membership Brochures Edit Delete

TTN's membership brochure has been customized for each chapter, with a local contact name and e-mailaddress. Each chapter can choose a local printer and produce the quantities it needs. Estimated cost is $.80


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to $1.00 depending on quantities.

Stationery - Letterhead Edit Delete

To reduce expenses, TTN does not have printed letterhead. The attached Word document is the letterheadformat, and you can print it on any printer.

Letterhead (2011)

Stationery - Memo format Edit Delete

We have also created a more informal fax/memo format with TTN's logo, which you can print on your ownprinter.

Fax/Memo

Website administration Edit Delete

See: Chapter Administration --> Website Administration for Chapters

Edit




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Annual Reports Edit Delete

To flip through the pages, click on Publication. You can click on the zoom once open to enlarge.

PDF Version: 2009-AnnualReport.pdf

2008 (Interactive)To flip through the pages, click Open Publication. You can click on the zoom once open to enlarge.

Open publication - Free publishing - More ttn 08 ar

PDF Version: Annual Report

2007 Annual Report

2007-AnnualReport.pdf

2006 Annual Report

2006-AnnualReport.pdf

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Audited Financials Edit Delete

2009 Financials

2008 Financials

2007 Financials

2006 Financials

By-Laws Edit Delete

By-Laws Download PDF Here

Certificate of Incorporation Edit Delete

Certificate of Incorporation, with two amendments

Download PDF Here

Form 990 (Federal Tax Filing) Edit Delete

Form 990 (2009) Download PDF Here






IRS Letter Confirming TTN's Tax-Exempt Status Edit Delete

IRS Letter Confirming TTN's Tax-Exempt Status Download PDF Here

Tax Exempt Certificates Edit Delete

New York State

Download Image Here

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New Member Receptions - DC chapter writeup Edit Delete

The best chance of keeping new members is to get them connected in their first year of membership to othermembers and/or involved in a Chapter activity, committee or specific volunteer effort.

How many people can participate in this activity?

Variable, depending on venue and number of new members you want to invite. DC does these once or twicea year; New York City does them every few months. You will need a mix of current members who representleadership and activities and new members.

Is a facilitator needed for this activity?

No, but a “Mistress of Ceremonies” (MC) is a good idea, as you will want to have different people speakingabout their role and activities.

What kind of facility, food and time are needed for this activity?

The DC Chapter holds NMRs in people’s homes. Any warm, inviting or interesting space will work that hasenough space for everyone to be in one room or area at one time. Finger food and light refreshments arebest, as people need to be able to move about; about two hours is a good amount of time.

What materials are needed to do this activity?

One handout is advised with information on your Chapter, current leadership and coming events.

A place with a paper and pens where new members can indicate their interest in one or more activities –Name, Activity, Contact information.

How is the activity conducted?

An Agenda with approximate times for an NMR in the DC Chapter looks like this:

Gathering, getting drinks, snacks – 30 minutes

Welcome and introductions of Chapter leaders and new members– (Name and one other bit of information,such as where they live, or what attracted them to TTN) - MC - 5 minutes

Quick overviews of Chapter activities; Tell people to sign up for the activity/group that interests them – MCand activity leaders - 15-20 minutes

Getting connected exercise - Choose one (from the activities described on page 2) that will work for yourgroup – MC – 45 minutes

Closing – MC brings whole group back together – Option to ask a few questions about the exercise (Whatdid you like about it?) Remind people to sign up for the activity they are interested in. Say when they willhear more about the activity or group from the leader. Thank everyone for coming. MC – 15 minutes

Activity #1: “THAT’S ME!” For each question below, the MC asks people to raise their hands and say,THAT”S ME!” if it applies to them. Edit/add to these questions as desired. Don’t ask questions that mightseem invasive (how many are over 65?) or embarrassing (how many are college grads?)

• How many of us ….live in _________ (name a place/town/city)

• Are at a TTN gathering for the first time?

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ABOUT TTN

•

•

•

•

•

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• Belong to a book club?

• Are working full or part-time?

• Have been out of the country more than once this year?

• Have been published?

• Like to shop for clothes?

• Are chocoholics?

• Play a sport / work out? Etc…….

Activity #2 – “WHAT’S NEXT?” The MC asks the group to go to the group they most identify with at thispoint in time. Designate 3 areas of the room – 1) I know what I want to do next. 2) I have some ideas, butam still exploring what I want to do next. 3) I have no clue what I want to do next.

If any one of the 3 groups has more than 8 or 9 women in it, suggest they break into smaller groups of nomore than 5 or 6. Once in their groups, the women introduce themselves and tell a brief story about whatthey are doing now, and why they chose that group to be in.

What should we avoid doing or watch out for during this activity? Any lessons learned?

DO’s DON’Ts

DO have a structured activity – more people will getconnected faster.

DON’T spend more than 20 minutes tellingpeople about Chapter activities – people getbored listening to a list of things.

DO start the introductions no later than 30 minutes afterthe stated arrival time.

DON’T try to “sell” TTN; instead share your story,what you value about the organization, and askabout new members’ interests and skills. Makethem feel welcomed and valued.

DO have a greeter at the door to bring people into thegroup and make introductions.

DO have a handout with coming events so people knowhow and when they can reconnect

DO make sure everyone is engaged in the conversationsappropriately. If they are not talking, check in with them tosee if they are okay / would like to say something.

DO encourage people to sign up for an activity; pickingone activity is usually the most effective (vs. signing up formultiple activities, which is unrealistic).

DO thank everyone for coming – current as well as newmembers.

DO follow up within a week by emailing a thank you to allnew members, and ensure they get connected to and/orinformation about the activity they expressed interest in.


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One-time Community Events Edit Delete

Many groups and companies put on events targeting our audience. Some focus on baby boomers,some focus on women, some showcase volunteer opportunities.

A “Women’s Expo” is one popular type of event. If you Google Women’s Expo in your city, you willfind information about the location, dates, registration information, etc. Exhibitor booths must bepurchased well in advance of the Expo.

Baby boomer and volunteer fairs have the same general characteristics – multiple booths, lots oftraffic (we hope) and a chance to talk to women about TTN.

Some require an exhibitor’s fee, others do not. The chapter decides whether the opportunities areworth the cost in time, materials and people resources and pays any associated costs.

How many people do we need? It is best to have at least three enthusiastic TTN members at theExpo. Each remains at the booth speaking with interested women for several hours.

What materials are needed to do this activity? TTN banner (see Chapter Resource materials forTTN banner that the chapter can have printed locally); brochures, signup sheets asking for name,mailing address and e-mail; a list of coming chapter events; candy (so women will stop and askabout TTN), anything to make the booth look inviting and interesting.

How is the activity conducted? Within a week of the expo, contact every women who stopped atthe booth and requested information. Add them to your email list.(Or, you might want to askinterested women to email you back before added them to the list.) Invite interested women to a“coffee and conversation” event, soon after the Expo.

Other comments – These expos are a great place to meet other organizations who may want tocollaborate with you.

Recruiting New Members Edit Delete

Ideas to increase TTN Membership

Promotions / incentives that encourage members to bring friends - Offer incentives for membershiprenewal and bringing in new members (use past model to determine success factors)

Encourage members to “like” TTN on Facebook and to link to TTN on Linked In

Another way to introduce friends of members to TTN and our activities.

Distribute TTN brochures/other marketing materials at local libraries, gyms, doctors’ offices,places where women over 50 will see them. As of 12/14/10, we are working on an inexpensivepiece that can be produced in large quantities . Stay tuned.

Post TTN event information in local free listings (online and in local newspapers)

Participate in one-time events – volunteer fairs, baby boomer programs, women’s expos (seeDetailed writeup on One-Time Community Events)

Partner with other organizations (alumnae groups, professional organizations, Y/JCC babyboomer programs, Villages)

Starting point: Ask members to identify organizations to which they belong, or where they havestrong contacts and which present programs for women in our target audience (note, the careertransition program can work for an intergenerational audience as well); meet to discuss programideas.

Offer programs for their participants

1. Potential programs/panel discussions

a.Career transitions – TTN speaker provides overview, 2 – 3 panelists from TTN and possibly


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the other organization share their career stories; Q&A

b.The upside of being single – TTN speaker provides overview, 2-3 panelists (never married,widow, divorced) comment on their experience and how TTN has helped them

c.Taking risks after 50 – TTN speaker provides overview, 2 – 3 panelists share storiesof different risks. Can have a theme (e.g. travel…one program included travel with grandchildren, alegally-blind international traveler and a travel writer) or just several interesting stories.

d.Others that the chapter puts together

2. Bring signup sheets, TTN materials

Present joint programs where each group’s members are invited

1. Define programs of interest to both groups

2. Work out details related to income and expenses from program, roles and responsibilities

3. Bring signup sheets, marketing materials

Cross-market the other organization and its programs

1. Define programs of interest, process for sharing information, posting on websites, web cross-links, etc.

2. Other organization may offer TTN members a discount; TTN can offer a member price onprograms, but we don’t discount our membership rates

Retirement Planning / Outplacement (for 50+ women)

1. Identify major HR, Financial/Retirement and/or Outplacement firms and a contact person(email/phone) for each, e.g. Fidelity, Lee Hecht Harrison, Right Management, etc.)

2. Identify major government agencies personnel offices, e.g. Office of Personnel Management(OPM) and a contact for each

3. Send the TTN marketing outreach materials and website url to each contact person with therequest that they include the materials in their outplacement / retirement packages

4. Follow up with a phone call; offer to speak about TTN as part of their resources for transitioning/retiring professionals. Can present panel discussion on transition from work to what’s next usingframework described above.

Retirement Planning / Outplacement (for 50+ women)

1. Identify major HR, Financial/Retirement and/or Outplacement firms and a contact person(email/phone) for each, e.g. Fidelity, Lee Hecht Harrison, Right Management, etc.)

2. Identify major government agencies personnel offices, e.g. Office of Personnel Management(OPM) and a contact for each

3. Send the TTN marketing outreach materials and website url to each contact person with therequest that they include the materials in their outplacement / retirement packages

4. Follow up with a phone call; offer to speak about TTN as part of their resources for transitioning/retiring professionals. Can present panel discussion on transition from work to what’s next usingframework described above.

Dues renewal process Edit Delete

Memberships expire on the last day of the calendar month.

The office generates up to four e-mail notices to each member about her expiration date, at 30 days, 20 daysand 7 days before their expiration, and one day after their expiration. Once they renew, they no longerreceive the e-mail notices.


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For members who have not renewed by the 10th of the month following their expiration month, the officesends a snail mail letter and renewal form.

What works well is for chapters to call members who have not renewed to encourage them to renew and/orto find out why they have decided not to renew.

Consequences of Membership Expiration Edit Delete

Memberships expire on the last day of the month, 12 months after the member joined (or 24 months if themember has chosen that option).

As of midnight on the day after the membership expires, the Website automatically prevents the formermember from accessing member-only content.

Former members are also charged the non-member rate at events, if there are different rates for membersand non-members.

If the chapter has peer or special interest groups, the former member is not eligible to participate. It is veryimportant that the chapter stay on top of membership expirations, so that they can maintain peer/specialinterest group as a special privilege of membership.

Managing Peer/Special Interest Group Membership Edit Delete

For a variety of reasons, chapters should keep a current list of each peer/special interest group and (ifapplicable) the members of each group. Some groups may be open to anyone who shows up and not have aset group of members.

Tracking the groups and participants is very important. It allows the chapter to:

Highlight popular groups in their newsletters and other communicationsMonitor whether the participants have renewed their memberships, and work with former members topay or leave the group. The Membership chair can run a monthly report from the "Search Members"link that shows current and former members, and compare that with the peer group list to determinewho has not renewed.Monitor whether new members have become active in the chapter, and if not, reach out to engagethem

SEE ALSO: Peer Groups

Here is an example of the type of Google Docs spreadsheet you can create to keep track of Peer Groupmembership in your chapter:

http://spreadsheets.google.com/pub?key=tZ49CUKM94reXDFc3SlkFrw&output=html

Member List Edit Delete

Generating Member Lists

In order to generate a list you will need to use the Member Manager link which you can access by clickingthe name of your chapter in the scrolling menu under the CHAPTERS tab. Once on your Chapter's main pageyou will see the Member Manager link in red on the menu at the left of the page. Clicking on it will take youto the Member Search Form (See below) which will enable you to run searches based on different searchcriteria. You can basically use any of the fields as a search criterion. And you can render your search morespecific by entering more than one criterion at the same time.

For example - to generate a list of all your chapter's members who have joined after January 1, 2010, enter1/01/2010 in the first Member Since Date field, and the current date in the second field. You can get a list ofthose who joined during a certain period of time by entering the starting date in the first Member Since Datebox and the ending date of the period in the second box.

When searching for individual members, it is best to keep the search simple: pasting email addresses into thesearch box is the best way, as each address is unique. You may also search by first or last name, or both;which generally will return one or more names. Do not use zip, city or state in your search. You can also


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choose Record Type when searching specifically for members, subscribers, or both.

To view multiple members, change Output Type (see directly above) to Excel using the little drop arrow to theright. To view a single member, or several, keep Output Type as HTML Table. This will show you a member'sinformation on the computer screen. You can click on their blue linked name to see the full report. NOTE:While you may use this Member Manager option to view Member accounts, payments, etc., YOU MAYNOT CHANGE ANY INFORMATION IN THE ACCOUNT. Any updates, including adding payments that weresent directly to the Chapter, should only be done by the National Office. Please send any requests forupdates or notification of payments, or direct any additional questions to [email protected].

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How To Make A Peer Group Work Edit Delete

GUIDELINES FOR PEER GROUP PARTICIPANTS (PDF printable document)

Peer Group Management Edit Delete

PURPOSE, RESPONSIBILITIES, PROCESS & ROLES (PDF Printable Document)

Peer Group list format for monitoring membership Edit Delete

To ensure that peer group membership remains a privilege of TTN membership, it's important to 1) haveup-to-date lists of peer group members; and 2) check those lists against lists of expired members.

A spreadsheet format helps a group of people record who's in their peer group. A membership coordinatorfor the chapter can then review the list against a list of members who haven't renewed, and work with thepeer groups to encourage members to pay or to leave the group.

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Houston

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- Getting Started


- Chapter Contacts


- Key Documents

- Member Management

- Peer Groups

- Programs

- Workshops

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Current programs Edit Delete

To view current programs for all chapters, go to the Events listing and read through each chapter's listings.

Events & Programs Marketing Edit Delete

See communication tools for promotional and event marketing ideas

Event Management Guidelines Edit Delete

Check in and follow up responsibilities: Event Management

Event planning framework Edit Delete

The New York City chapter developed the attached event planning framework, to set expectations andtimelines for meeting planning and communications.

NYC event planning framework

Honorary memberships for speakers Edit Delete

Chapters are encouraged to give speakers an honorary, one-year membership in TTN. That membershipputs them on our mailing list and strengthens our relationship with them.

To set up that honorary membership, please send the following information to Marie Constantin([email protected]):

NameE-mailAddress if possible; Zip Code at minimumPhone if possibleTitle and organization




Program Flyers/Handouts (Samples) Edit Delete

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The Transition Network http://www.thetransitionnetwork.org/ChapterResource.aspx?Page=Programs

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Central Ohio's Gail Sheehy Program Flyer (2 pgs)

Programs of Interest to TTN members Edit Delete

Many authors and speakers contact TTN to promote their programs. We encourage chapters to contactspeakers whose programs sound relevant, to find out more and to get video or other information on thespeaker's effectiveness.

The attached list will be updated regularly (last update: February 1, 2011): Program Proposals.

Thank you certificate - template Edit Delete

If your chapter would like to give speakers a thank you certificate, you can use the attached templatedeveloped by the DC chapter.

Thank you certificate template for speakers

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Connecticut

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- Getting Started


- Chapter Contacts


- Key Documents

- Member Management

- Peer Groups

- Programs

- Workshops

Edit


Job Search series Edit Delete

Multi-part workshop series

NYC 2008 (8 part series partnering with the Five O'Clock Club) - Flyer

Five O'Clock Club newsletter piece and homepage text

NYC 2009 (6 part series partnering with the Career Counselors Consortium) - Click here for PDF.

TT-Facilitated Job Workshop Proposal

"Smart Women Don't Retire" workshop Edit Delete

Attach flyer, background material for workshops presented by:

ChicagoHoustonLong IslandNew YorkSan Francisco Bay AreaWashington DC

The Upside of Being Single Edit Delete

Single workshop, moderator with 3 panelists (if possible, have diversity: divorced, widowed, never married,with and without children). Timing: 90 minutes is ideal, with 45 minutes intro and speaker comments, 10minutes moderator Q&A, 35 minutes general Q&A or small group discussions.

Target audience: JCCs, Ys, other women's groups

"Why Take Risks After 50?" workshop Edit Delete

Single workshop, panel discussion format. Moderator and three panelists. Timing: 90 minutes is ideal; 45minutes of intro, panelist comments, 10 minutes questions from moderator, 35 minutes q&a (or small groupdiscussions)

Suggested themes include:

TravelJob changesPersonal challenges (playing the piano after a 40 year hiatus, running a marathon, writing memoirs)

Workshop Marketing Edit Delete

See communication tools for promotional and event marketing ideas

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Utilizing Chapter Resources

Documents

Transcript of Utilizing Chapter Resources