1 / 31

Brian Greenberg, Fellow Battlefield-Dulles Chapter Friday June 20, 2008 9:15 – 10 AM

Planning Your Chapter Program Year. Brian Greenberg, Fellow Battlefield-Dulles Chapter Friday June 20, 2008 9:15 – 10 AM. Overview. What does NCMA expect from chapters? What tools are available to help me plan our program? How do I develop our plan? How do I implement our plan?

vinnie
Download Presentation

Brian Greenberg, Fellow Battlefield-Dulles Chapter Friday June 20, 2008 9:15 – 10 AM

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Planning Your Chapter Program Year Brian Greenberg, Fellow Battlefield-Dulles Chapter Friday June 20, 2008 9:15 – 10 AM Planning Your Chapter Program Year

  2. Overview • What does NCMA expect from chapters? • What tools are available to help me plan our program? • How do I develop our plan? • How do I implement our plan? • How do I develop the budget? Planning Your Chapter Program Year

  3. What does NCMA expect from it’s chapters? • NOT MUCH! • Requirements to receive your chapter rebate check • Annual Chapter Report • Roster of Chapter Officers • Year-end Financial Report • Chapter to have it’s own Federal Tax ID number • Audit Report Planning Your Chapter Program Year

  4. NCMA Expectations of Chapters • Carry out the NCMA brand recognition • “Assist” in Recruiting and Retaining Members • Serve your Chapter Members as you see best. Planning Your Chapter Program Year

  5. Your NCMA Calendar JUNE: - Go to the NCMA Leadership Summit - Transition duties to new board members - Send out Chapter Survey to members JULY: - 2 hour planning meeting – Set Goals and Plans - Visit key stakeholders- get their input and buy in - Prepare to turn in Annual Chapter Report and Financial Reports AUGUST: - Finalize the plan. Get ready for your September kickoff event JANUARY: - Go to the NCMA Leadership Mid-Year Conference MARCH: - Identify Ballot Candidates for Next FY - Cast chapter ballot in National Election APRIL: - Hold Chapter Elections MAY: - Turn in your Chapter Volunteer Roster JUNE: - Start all over again Planning Your Chapter Program Year

  6. Are you Tigger ? Planning Your Chapter Program Year

  7. Or Eeyore? Planning Your Chapter Program Year

  8. Be a Tigger! • Chapters will succeed when YOU are having fun! Planning Your Chapter Program Year

  9. Creating Your Chapter Annual Plan • RULE # 1: Have fun! • RULE # 2: Just because it has always been done that way doesn’t mean you have to keep doing it that way! BREAK THE MOLD! • RULE #3: Know Your Customers…EVERY CHAPTER IS DIFFERENT • SURVEY THE MEMBERSHIP • TRY DIFFERENT VENUES/PRICES/PROGRAMS • RULE #4: You can’t please everyone • RULE #5: Money CAN buy happiness! • RULE #6 Do what you want to do! THINK OUT OF THE BOX • RULE #7Perfection is not possible, but being the best you can be, is. • RULE #8 Remember Rule #1 Planning Your Chapter Program Year

  10. Build The Chapter’s Annual Plan Strategic Thinking • What are we going to do? • Short Term • Long Term • Tactical Implementation • How are we going to do it? Think of this as your business and marketing plans Planning Your Chapter Program Year

  11. Does Your Chapter Have a Vision? • Have a Vision! • The Chapter is a member benefit that adds value to the Association by providing opportunities to members for networking, information on the profession, and educational forums that lead to career enhancement, in a local setting, tailored to local needs. Taken together, Chapters provide the distribution capability of the Association to accomplish the Association's goals. Chapters deliver the Association's message to the grass roots members of the profession. Source: NCMA Chapter Guide Planning Your Chapter Program Year

  12. Opportunity Knocks… • Chapters Should Provide • Educational Opportunities • Networking Opportunities • Social Opportunities • Business Opportunities • Career Enhancing and Career Matching Opportunities • Leadership Opportunities Planning Your Chapter Program Year

  13. Chapters Should… • Recruit and retain members • Manage the chapter business, marketing and financial plan • Develop new leaders • Have a succession plan! • Communicate!!! Planning Your Chapter Program Year

  14. Congratulations! • You get to use your college degree! Put that business degree to full use! • Strategic Planning • Marketing • Price • Product • Placement • Promotion • Operations Management You are a CEO—Your Chapter’s CEO! Planning Your Chapter Program Year

  15. Strategic Planning • Practice Performance Based Chapter Management • You are NOT just a chapter. • You are NOT just a club • You are a BUSINESS with EMPLOYEES and CUSTOMERS Planning Your Chapter Program Year

  16. Ask • What are our goals? • Operate the same as last year? • Make money? Don’t lose money? • Increase attendance by XX%? • Win national awards and recognition? • Have 80% of chapter membership attend at least 1 chapter event? • Pay for 3 chapter members attend the Leadership Summit and Mid Year • Increase chapter cash reserves by 25% • Identify 10 new chapter volunteers • Review chapter bylaws • Elect a minimum of 33% new chapter officers (no more Treasurer for life…) • How do we achieve these goals? Planning Your Chapter Program Year

  17. Set Financial Goals • How do we pay the bills? • Break even? • Build reserves? • Create wealth to support and expand initiatives? Planning Your Chapter Program Year

  18. Build the Plan • What tools are available to help the chapter? Planning Your Chapter Program Year

  19. Planning Your Chapter Program Year

  20. Planning Your Chapter Program Year

  21. Planning Your Chapter Program Year

  22. Planning Your Chapter Program Year

  23. NCMA Chapter Guide • Do you know where your copy is? • Useful guidebook for chapter volunteers • Not perfect • Not all inclusive • But pretty darn good Planning Your Chapter Program Year

  24. Chapter Annual Report Objectives: The chapter’s annual report demonstrates how the chapter: • provided value to members, • connected NCMA and members, and • operated effectively. Details will be discussed in the Awards and Honors Presentation Planning Your Chapter Program Year

  25. What Tools Do You Use? Planning Your Chapter Program Year

  26. What Do You Do First? 1. You need to have a board meeting. Early July Tell everyone to bring 1 person to the meeting so you have greater support. Let the chapter buy breakfast or lunch. Review the Year-end Financials. Prepare to turn in your annual report and financial report. 2. You need a plan (or two, or three). Assess last year. Discuss the great ideas you heard at the Leadership conference. Set goals for the coming year. Set time lines and tasks and assign responsibilities. 3. Communicate with your membership. Send out a survey. Go to www.ncmasd.org click on “Surveys” and save. Planning Your Chapter Program Year

  27. What Do You Do First? 4. You need a cash flow plan. (See 1:30 session on Building your Chapter Budget) 5. You need to talk to the local Agency and Industry Leaders. What are their training needs? Will they support their employees attending chapter events? Will they speak at chapter meetings? 6.You need to have a board meeting. Early August Review the survey results and decide on what, when, where and how much. Finalize the events and dates Finalize the Cash Flow Plan Focus on your September event Get the word out to the members Planning Your Chapter Program Year

  28. Now… • Let’s get started! Planning Your Chapter Program Year

  29. By the way • Have fun! Planning Your Chapter Program Year

  30. Planning Your Chapter Program Year

More Related