New Chapter President Orientation

1. New Chapter President Orientation Shelly Trent, SPHR; Field Services Director ©SHRM 2010

2. About SHRM • Founded in 1948 • World’s largest professional association dedicated to HR • About 400 staff members • Headquartered in Alexandria VA • Over 250,000 professional and student members in more than 140 countries • More than 580 affiliated local chapters • Over 4,000 volunteer leaders

3. SHRM’s CEO • Laurence O’Neil is SHRM’s President and CEO • Has held executive-level human resources and corporate positions at profit and not-for-profit organizations, both in the United States and overseas

4. SHRM Chair SHRM Board of Directors Robb E. Van Cleave, SPHR, IPMA-CP Oregon 2009-2010 SHRM Chair

5. SHRM’s New Vision • Based on a Strategic Business Review completed during 2009, SHRM has developed a five-year plan, along with a new vision, mission, and strategy. Vision: • “To be a globally recognized authority whose voice is heard on the most pressing people management issues of the day - now and in the future”

6. SHRM’s New Mission Mission: • Build partnerships • Provide a global community to share expertise & create innovative solutions • Provide thought leadership, education, & research • Be an advocate on the most critical issues facing workplaces & the human resource profession

7. SHRM’s Strategic Priorities Six Strategic Priorities Provide high-value resources to existing core membership Be a global organization Operate as a financially sustainable organization Evolve positioning to become more of an advisor and advocate Attract HR executives and business/organization leaders Engage non-HR professionals

8. Volunteer Leadership Structure Governance Committee* SHRM® Board MembershipAdvisory Council • Special Expertise Panels • Corporate Social Responsibility • Employee Health, Safety & Security • Employee Relations • Ethics • Global • Human Capital Measurement/HR Metrics • Labor Relations • Organizational Development • Staffing Management • Technology & HR Management • Total Rewards/Compensation & Benefits • Workplace Diversity RegionalCouncils Members StateCouncils LocalChapters Staff Support *Governance Committee approves appointment of members to special expertise panels.

9. Role of Regional Teams Field Services Directors • Main point of contact for State Councils, Chapter Presidents and other chapter volunteers in their respective states/territories • Communicate and promote SHRM vision and strategic objectives • Ensure that chapters maintain affiliation standards Regional Administrators • Main point of contact for supplies, member lists, audits, checks, and general questions • Acts as administrator for regional team

10. Regional Assignments Note: Assignments are comparable when compared by number of chapters, number of SHRM members, number of local chapter members, and number of professionals in each state.

11. Regional Assignments Note: Assignments are comparable when compared by number of chapters, number of SHRM members, number of local chapter members, and number of professionals in each state.

12. State Councils • ALL chapter presidents in the state and other volunteers • Provide a structure that promotes and facilitate information sharing • Assess/Meet the needs of members and chapters • Coordinate legislative initiatives • Provide leadership development • Communicate with SHRM at-large members

13. Composition of State Councils Councils Usually Consist of: • State Director • State Director-Elect • Past Director • Secretary • Treasurer • District Directors • Membership Director • State Conference Chair • All Chapter Presidents • Core Leadership Area Directors (College Relations, Diversity, Governmental Affairs, HRCI Certification, SHRM Foundation, Workforce Readiness and Membership) • Other roles as needed

14. District Directors • Assist chapter presidents with questions—great resource • Visit chapters to provide presentation on “SHRM is the Solution” to your members • Ensure that chapter presidents attend state council meetings • Ensure that chapters submit SHAPE plan on time • Should be your first point of contact for “local” questions and basic chapter operations

15. Core Leadership Areas (CLAs) Core Leadership Area Directors at the state council level disseminate information to chapter-level CLA Chairs Chapters and State Councils are strongly encouraged to have representation in each core leadership area on their chapter and state council boards

16. Regional Councils • Composed of State Council directors and MAC representative in each geographical region • Provide an organized structure • Facilitate successful practice sharing • Provide guidance and assistance • Encourage State Councils to establish connection • Play a key role in identifying and communicating emerging strategic issues to the Membership Advisory Council (MAC)

17. Membership Advisory Council • Serves as liaison between the volunteer leaders and the SHRM Board of Directors • Composed of one elected representative from each Regional Council • Provides operational input to SHRM to ensure optimum service/support to and from the volunteer leadership • Two-way channel of communication

18. 2010 Membership Advisory Council (MAC) North Central Region • Toni Knechtges, SPHR, Michigan Northeast Region • Dan Griffiths, PHR, New Hampshire Southeast Region • Sharlyn Lauby, SPHR, Florida Southwest Central Region • Tara Mauk Arthur, PHR, Arkansas Pacific West Region • Michael Rainey, SPHR, Nevada

19. Special Expertise Panels Provide SHRM with subject-matter expertise on emerging issues • Corporate Social Responsibility • Employee Health, Safety & Security • Employee Relations • Ethics • Global • HR Consulting/Outsourcing • Human Capital Measurement/HR Metrics • Labor Relations • Organizational Development • Staffing Management • Technology & HR Management • Total Rewards/Compensation & Benefits • Workplace Diversity

20. SHRM Student Chapters • There are over 450 student chapters • Over 15,000 student members • Professional chapters should consider partnering with a student chapter in their area • For information about starting a student chapter in your area, see www.shrm.org/students • Chuck Salvetti is Student Programs Manager at SHRM • Chuck.salvetti@shrm.org

21. Expectations of Chapter Presidents • SHRM bylaws require all Chapter Presidents be active SHRM members throughout duration of their term • Must be indicated in chapter bylaws • SHRM encourages chapters to consider requiring all members of its board to be SHRM members for greater synergy in the affiliation relationship • Effectively lead chapter through year and mentor president-elect for upcoming year • Assure chapter bylaws are being followed • Attend and actively participate in State Council meetings

22. Expectations of Chapter Presidents • Please READ all correspondence from your State Council, District Directors, and from your Regional Team • Many companies’ servers will not accept email messages from SHRM staff, since we send messages to over 100 chapters at a time • Please ask your company to allow email messages from your Regional Team and council members

23. Chapter Size Small Chapter = 10 – 100 members Medium Chapter = 101 – 300 members Large Chapter = 301 – 500 members Mega Chapter = 501 – 1,000 members Super Mega Chapter = 1,000 + members • Conference calls are held on a quarterly basis for chapter presidents by chapter size • Allows chapter presidents to network with presidents from like-size chapters

24. Chapter Affiliation Requirements SHRM requires chapters to maintain the appropriate level of membership • Chapters affiliated before 1/1/04 must maintain a minimum of 10 SHRM members or 30% of total membership, whichever is greater • Chapters affiliated after 1/1/04 must maintain a minimum of 25 SHRM members, and anything over 25 must be at least 51% of total membership • 100% Chapter - ALL members of the chapter must be SHRM members—no exceptions

25. SHRM Affiliate Program for Excellence (SHAPE) • Formerly known as the Chapter Achievement Plan (CAP) • Covers activities throughout calendar year • SHAPE Workbook available to be used as a planning tool • Outlines scope of work encouraged by SHRM • Must be filed with SHRM by 1/31 to receive CFSP • Determine who will complete • Submission is online • An archived webcast and FAQ document available in VLRC

26. SHRM “AFFILIATE OF” Logo CORRECT LOGO USAGE

27. Bylaws • Any revisions need to be sent to SHRM through your Field Services Director for review and approval before chapter membership ratifies • Any bylaws changes must be approved by SHRM (including name changes and changes in 100% status) • Model bylaws available in the VLRC

28. Membership Partnership Membership Section includes: • Membership Recruitment and Retention Toolkit • New Membership R & R Position Descriptions: • Membership Director – State Council • Membership Director – Chapter (Revised) • Director of Member Engagement – Chapter • Successful Chapter Practices in Member Recruitment and Retention

29. Membership Reports from SHRM Your chapter can request: • SHRM monthly or quarterly reports via an email request with a set deadline • Current chapter roster • Full at-large list within chapter’s established zip code range • Expired SHRM members in the chapter • New at-large members list within the quarter • The roster requests will be distributed within 48 hours • SHRM will also be providing sample emails/letters that the chapter can use for their benefit • These reports are NOT sent automatically, but can be requested

30. SHRM At-Large Initiative • At-large member is an individual who is a member of SHRM but is not affiliated with a local chapter • Recruiting at-large members to your chapter is a great way to increase SHRM membership in your chapter • “What’s in it for Me?” recruitment brochure available on the benefits of local chapter membership • No charge to the chapter or state council • Contact Regional Administrator to order brochures • Online membership application includes a required field for indicating chapter membership

31. Recruiting LMOs to SHRM • Promote benefits of joining SHRM to your LMOs • Discount of $15 offered to first time SHRM members ($145 vs. $160). Special promotional codes for each region • Strengthens partnership between SHRM and the chapter • Increases amount of chapter financial support chapter receives from SHRM

32. Membership Audits • SHRM audits chapter membership records at least one time each calendar year • Chapter required to submit its roster/membership listing/directory to SHRM when requested • Your Regional Administrator will request the most updated roster as the audit begins —the more current the chapter roster, the more money your chapter might receive • Please have your Membership Chair conduct a quarterly audit of the at-large list and SHRM chapter member list • Send your Regional Administrator information on any new SHRM members who join your chapter

33. Chapter Financial Support Payment (CFSP) Program To be eligible, the chapter must: 1) Submit a completed SHAPE form and chapter membership roster by January 31st each year 2) Have at least ten (10)/twenty-five (25) SHRM members or 30%/51% (whichever is greater), 3) Have a chapter president who is an SHRM member in good standing 4) Have SHRM Approved Ratified Bylaws on file at SHRM

34. Chapter Financial Support Payment (CFSP) Program • Returns a portion of each SHRM member’s dues to the chapter via payment • $6.25 four times a year ($25 annually) per member for 100% chapters • $5 twice a year ($10 annually) per member for non-100% chapters

35. HR Certification Institute • Handbook available online for individuals interested in pursuing certification at www.hrci.org • $120 “Pay-If-You-Pass” policy for chapter presidents, presidents-elect, student chapter advisors, chapter certification chairs, state council members, regional council members • Go to www.hrci.org/Volunteers/PAYPASS/ for more info www.hrci.org

36. Awarded to chapters at Leadership Conference Examples: Assisting community members with welfare to work Improving community diversity or work/family issues Teaching job-search skills to the unemployed Supporting a student chapter Assisting members with professional development Impacting local, state, or federal legislation Meeting needs of senior professionals NOT limited to these Pinnacle Award

37. Resources • Volunteer Leaders’ Resource Center on SHRM.org • State Council • Your SHRM Regional team www.shrm.org/vlrc

38. Volunteer Leaders Resource Center • Volunteer Leaders’ Resource Center (VLRC) • Resources For Chapters • Many more resources than just those discussed in this presentation • Succession Planning Toolkit • Member Survey Samples • Strategic Planning Toolkit • Orientation Presentation for Chapter Boards • Parliamentary Procedure Resources

39. Leadership Conference Resources Resources utilized during the 2009 Leadership Conference area available for your information/use: www.shrm.org/Conferences/leadership/Pages/VirtualMaterials.aspx • Conference Workbook • Links to Videos • Legal Issues for Chapters • Web-based Initiatives • Chapter Finances • Media Relations

40. A Chapter Leader Resource Guide Fundamentals of Chapter Operations • Excellent tool for all volunteer leaders • Provides the basic fundamentals to achieve operational success • Download from VLRC

41. LeadersEdge e-newsletter • Monthly publication designed to provide volunteer leaders with timely program updates and general Society information • Electronic format • If you are not receiving this newsletter, please contact your Regional Administrator

42. Guide to Chapter Financial Management • Provides the chapter with essential financial information • Includes info on taxes, incorporation, and record keeping • Easy to understand • Excellent resource for all Chapter Officers • Currently being updated and rebranded, it is available on the VLRC in text format

43. Communication to At-Large Members E-Blasts • 100% chapters and Super Mega chapters can reach out to at-large members via an e-blast 8x/yr • SHRM can send out e-blasts on behalf of chapter • Use online request form in the VLRC Mailings • All chapters can receive mailing labels to send correspondence to at-large members. Contact a member of your regional team for details

44. Directors’ & Officers’ (D&O) Insurance • The goal of such policies is to protect officers and directors of an organization from liability in the event of a claim or lawsuit against them alleging wrongdoing in connection with the organization's business • Each chapter should consider purchasing liability insurance to protect itself • Directors and Officers can be sued • AON Association Services (www.asae-aon.com) • A local insurance agent

45. SHRM Speakers’ Bureau • SHRM staff members and other speakers are available to visit chapters • Chapters pay travel expenses for some • SHRM staff speaks to 100% chapters at no charge (based on availability) • Field Services Directors at no cost, as available • www.shrm.org/speakers • Other Resources • National Speakers Association • www.nsaspeaker.org • Select speakers by topic or state • Many topics available • Check state council websites also • Maintaining state specific speakers & conference speakers

46. SHRMConnect SHRM’s social networking tool under the Communities tab • Available to all SHRM members • Similar to LinkedIn • Start a group for your chapter board to share information, post meeting notes, etc. • Join other related groups of interest • Groups available by chapter size • Core Leadership Areas • And more

47. Chapter Financial Support Program (CFSP) • Sign up for direct deposit for your CFSP • SHRM will soon REQUIRE this • Sign up at www.shrm.org/Communities/VolunteerResources/ResourcesforChapters/Pages/CHAPRfin.aspx

48. SHRM Leadership Conference • FREE conference for chapter presidents OR presidents-elect • Hotel and designated meals covered • Chapter covers travel • EVERY chapter should be represented EVERY year • Held in DC area; includes visit to SHRM headquarters • November 18-20, 2010

49. THANK YOU for volunteering • You keep SHRM successful • We grow because of YOU!

50. Questions?Discussion ©SHRM 2010