ARMA International

1. ARMA International 2008 Region Leadership ARMA HQ and Your Chapter: Resources for Success Trevor Mitchell Manager of Member Services

2. What we’ll cover • Overview of ARMA International • Member Services Communications • Leadership Development • Recruitment Initiative • Future Resource Development • Brainstorming Session

3. ARMA Structure and Governing Documents IRS - 501(c)(6) • ARMA International, its chapters and regions are not exempt from paying sales tax.  ARMA and all chapters/regions are not-for-profitorganizations; as such, they are liable for paying state/local sales tax.  ARMA is NOT considered a non-profit organization, which would be exempt from paying sales tax on any purchases (for example:  Red Cross is a non-profit thus do not have to pay sales tax).

4. “Not-for-Profit”What does it mean? • The primary goal of the organization is to fulfill the needs of its members, rather than produce profits for owner/investors. It does not mean the organization should not make a profit. It can and should produce a surplus of revenues over expenses – the surpluses must be used to enhance the position of the organization and its mission.

5. ARMA and its Chapters and Regions: • Chapter is a “subsidiary” of ARMA Int’l – issued a charter by ARMA • More than 11,000 members worldwide • 11 Regions (9 North America) • Region Managers • Region Coordinators • Treasurers • 120 Chapters • Chapter Board/Officers (top 4 required) • Committees, task forces, etc • Members

6. Insurance and Taxes • Insurance implications • Covered under ARMA General Liability up to $1 mill per occurrence (Chapters and Regions) • Directors and Officers Liability (Regions only) • HRH Broker (new contact info) • Barbara Henry, barbara.henry@HRH.com • (800) 258-9099 • Tax implications • Form 990 – filed with ARMA’s group tax return

7. Communications • Chapter Connections • Weekly E-mails • New members, lapsing members weekly • Be sure your server will receive message from arma.org exchange

8. Communications / Reports • www.arma.org/lr • Reports login: armachapters 500600 • Membership Reports • Chapter Lists • Member comparison report • Escrow Report • New Association Management System • Winter of 2008

9. Chapter Visit Checklist • New as of May 1, 2008 • Region Manager and Coordinator chapter visit program • Discussion outline • Barometer of Chapter successes and concerns

10. Leadership Academy • Online Courses • “Personal Leadership Skills” • 11 online modules • 30-45 minutes per module • Quiz at end of each module – 80% to pass • 6.5 ICRM credits pre-approved • “Personal Business Skills” • Next level of online courses – Fall 2008 • www.arma.org/lr • Login = Member i.d. number • Password = ARMA

11. Leadership Academy • 2008 Region Leadership Conferences • “From Conflict to Consensus” • Dale Mask, Alliance Training and Consulting • 2008 ARMA Conference in Las Vegas • “Strategic Planning: Good to great!” • William Kay, W. Kay and Associates • Saturday, October 18, 2008 • 8:00 to 3:00 p.m. • Not ICRM pre-approved

12. 2008 Conference Leadership Meetings • Saturday, October 18, 2008 • “Strategic Planning: Good to Great” • 8:00 a.m. to 3:00 p.m. • RSVP required • not ICRM pre-approved • Sunday, October 19, 2008 • 12:30 to 5:00 p.m. – ARMA/Region/Chapter specific sessions • “Bootcamp” for new leadership • 5:00 to 6:00 p.m. -- region receptions/networking • Las Vegas Hilton Hotel

13. Grants • Leadership Training Grant • Two per region, apply in Spring • $400 subsidizes travel to attend summer Region Leadership meeting • Chapter Speaker Grant • $500 to help defray cost of quality speaker at Chapter meeting/seminar • 25 per fiscal year – ongoing throughout year • Applications in handouts • Applications available at arma.org/lr

14. Spring Recruitment Campaign • Chapter prospect lists • 3,000+ prospects from 35 chapters in 2008! • 6,000+ from ARMA database and 2007 chapter submissions -- total mailing 9,000+ • April 1 through August 1 new members to ARMA and Chapter -- $$ rewards! • Direct Mail Campaign • Two post cards, One letter • Annual event

15. Spring Recruitment Campaign

16. Spring Recruitment Campaign

17. Marketing Your Chapter • Refer to Leadership Resource area of website at www.arma.org/lr • Online webinar • SWOT analysis • Talking the talk • Building your prospect list • Goals • Branding and logos

18. LOGO Use • Using the ARMA International brand • No longer referred to as “Association of Records Managers and Administrators” • *Except in legal documents, i.e., Bylaws • Logo can be incorporated into your design if it does not alter the logo • ARMA Int’l logo cannot be used alone to promo a chapter program without prior permission

19. Chapter Leadership: We Listened! • Region Activity Reports and Survey • Education/Speaker Database • Chapter Operations “e-Handbook” • Formerly Chapter Handbook • Online chapter selection process • Website hosting • Investigating options • Leadership Academy • Volunteerism, aka, Board Burnout! • Getting young members involved!

20. “Virtual” Chapter Meetings • Record your seminars/programs • Send to HQ • HQ will edit/digitalize and make available online • Members only • Limited time period to view • Jeff Randolph, jrandolph@arma.org

21. Volunteerism/Succession Planning • Brainstorming session • Success stories • What can ARMA do to assist?

22. Young Professional: How to Engage Them • Brainstorming session • Success stories • What can ARMA do to assist?

23. Who to Contact in Member Services • Tom Killam, Director, tkillam@arma.org; 888-299-4319 • Region and Chapter questions; Leadership development and training; strategic and succession planning; HQ/Region/Chapter inquiries • Trevor Mitchell, Manager, tmitchell@arma.org; 888-298-7376 • Chapter Operations; Roster concerns; Chapter leadership concerns • Bylaws, chapter organizational questions • Chapter Escrow • Awards program • Michael Logan, Representative, mlogan@arma.org; 888-299-7719 • Individual member concerns, dues payments, membership data issues for specific individual • Questions about missing members on rosters • Complete HQ staff listing in handouts

24. Thank you!