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ARMA International

ARMA International. 2009 Region Leadership ARMA HQ and Your Chapter: Resources for Success. What we’ll cover. Overview of ARMA International Member Services Communications Association Management System New Chapter Operations e-Handbook Leadership Development

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ARMA International

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  1. ARMA International 2009 Region Leadership ARMA HQ and Your Chapter: Resources for Success

  2. What we’ll cover • Overview of ARMA International • Member Services Communications • Association Management System • New Chapter Operations e-Handbook • Leadership Development • Overview of new Chapter Awards and Awards Recognition at Conference • Future resources being developed

  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. Categories of Members • Basic Member (ARMA $175*) • Student (ARMA $25) • Retired (ARMA $25) • Honorary (ARMA $0) * All dues stated in U.S. Dollars

  7. New ARMA Member Category Provisional Member One time, 6-month trial membership; no charge; offered with qualifying purchase determined by HQ; renews into Basic Member; Chapter membership not included, however will be marketing to for chapter and other offerings. Must not have been an ARMA member for five years.

  8. 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) • Willis HRS Broker (new contact info) • Barbara Henry, barbara.henry@Willis.com • (800) 258-9099 / +1 785-865-3358 • Tax implications • Form 990 – filed with ARMA’s group tax return

  9. Communications • Chapter Connections • New/Terminating Member E-mails • New members, lapsing members • Be sure your server will receive message from armaintl.org exchange

  10. New Association Management System!! • Ability to join Chapter mid-year online • Easy and pro-active Chapter selection process when joining ARMA online

  11. Chapter Operations e-Handbook www.arma.org/leadership • Newly revised • Updated in real time • Chapter operations resources, forms, templates • Leadership Academy • Reports

  12. 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 • Who in your region has completed courses? • Check the e-Handbook! • “Personal Business Skills” • Next level of online courses – To be announced • www.arma.org/leadership • Login = Member i.d. number • Password = ARMA

  13. Leadership Academy • 2009 Region Leadership Conferences • “Building Leadership Momentum: Putting Strategic Planning to Work” • Dale Mask, Alliance Training and Consulting • 2009 ARMA Conference in Orlando • “Project Management for the Occasional Project Manager” • Tuesday, October 13, 2009 • 8:00 to 3:00 p.m. NO COST for ARMA Leadership!! • Not ICRM pre-approved

  14. 2009 Conference Leadership Meetings • Tuesday, October 13, 2009 • “Project Management for the Occasional Project Manager” • 8:00 a.m. to 3:00 p.m. • RSVP required – Watch for email announcements • not ICRM pre-approved • Wednesday, October 14, 2009 • 11:30 – 1:00 p.m. Chapter Awards Luncheon • 1:00 – 5:00 p.m. ARMA/Region/Chapter specific sessions • 5:00 to 6:30 p.m. Region receptions/networking • 6:30 p.m. Young Professional Networking event • All events at the Orlando World Center Marriott

  15. Grants/ Financial Support • 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 • Education Session Monitor (ARMA Conference) • Complimentary Conference Registration • Applications available at arma.org/leadership

  16. Awards Program New Chapter Awards - Recognized in 2010 • Chapter Participation Award • Chapter Leader of the Year Award • Innovation Award • Membership Recruitment Award • Chapter Merit Award New Awards Recognition Program this year at the 2009 Conference

  17. New Chapter Awards • Chapter Participation Award • Member attendance at Meetings/events • Participation on the Board • Chapter Leader of the Year Award • Outstanding chapter Board member; similar to Chapter Member of the Year, only for Board • Contributions to the chapter, region, and/or ARMA International • Supports and promotes ARMA International objectives

  18. New Chapter Awards • Chapter Innovation Award • Innovative approach to a chapter operation • Ex: approach to increasing membership, improving Board participation, attaining high quality speakers • Membership Recruitment Award • Greatest increase in membership vs. previous year • All chapters automatically entered

  19. New Chapter Awards • Chapter Merit Award • Recognizes chapters that have actively participated in projects and programs at ARMA International • Ex: Submitted forms on time; applied for HQ Grants; leadership attended Leadership Day at Conference; Leadership completed the online leadership academy courses, etc.

  20. Current Chapter Awards • Chapter Website of the Year • Region Website of the Year • Chapter Newsletter of the Year • Special Project Award • Chapter of the Year (new application process) • Chapter Member of the Year • ************************************************ • Company of Fellows; Distinguished Service; Britt Literary; Zanotti; Cobalt

  21. Awards Recognition at Conference • Chapter Awards Luncheon – Oct 14 • Ticket/rsvp $20 • 11:30 to 1:00 p.m. – prior to Region and Chapter leadership sessions • Presentation of Chapter –related awards • Opening General Session – Oct 15 Announcement of Fellows, Distinguished Service, Britt Literary, Zanotti and Cobalt • Awards Reception – Oct 16 • No charge to attend Honoring ALL Awards recipients

  22. Spring Recruitment Campaign • Chapter prospect lists • 2,000+ prospects from chapters in 2009! • 4,000+ from ARMA database and previous chapter submissions -- total mailing 6,000+ • May1 through August 1 new members to ARMA and Chapter -- $$ rewards! • Direct Mail Campaign • Two post cards, One letter • Annual event

  23. Marketing Your Chapter • Refer to e-Handbook website at www.arma.org/leadership • Online webinar • SWOT analysis • Talking the talk • Building your prospect list • Goals • Branding and logos

  24. Future Development • Online real time report generation • Hardship payment option for members • Further Development of Education/Speaker Database • Chapter/Region Website Services • Hosting/Content Management • Event Registration tools • Fall of 2009 • Chapter supply/gift online store

  25. Who to Contact in Member Services Tom Killam, Director, thomas.killam@armaintl.org; 888-299-4319 • Region and Chapter questions; Leadership development and training; • strategic and succession planning; HQ/Region/Chapter inquiries Trevor Mitchell, Sr. Mgr, trevor.mitchell@armaintl.org; 888-298-7376 • Chapter Operations; Roster concerns; Chapter leadership concerns • Bylaws, chapter organizational questions • Chapter Escrow • Awards program Bob Reinsch, Coordinator, robert.reinsch@armaintl.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

  26. Thank you!

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