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©SHRM 2015 1 D SHRM Volunteer Training State Leadership Conference Shelly Trent, SHRM-SCP, CAE Field Services Director, SHRM Bhavna Dave, PHR Director of Talent SHRM member since 2005
©SHRM 2015 2 D The VLRC: Volunteer Leader Resource Center www.shrm.org/vlrc Devon Conley Human Resources Manager SHRM member since 2005
©SHRM 2015 3 The VLRC
©SHRM 2015 4 The VLRC
©SHRM 2015 5 The VLRC
©SHRM 2015 6 The VLRC Fortune Forty is a group of chapters under 25 SHRM members and under 51% affiliation
©SHRM 2015 7 The VLRC
©SHRM 2015 8 The VLRC Survey data from chapters about dues, programs, etc. Resources for every volunteer role – don’t reinvent the wheel!
©SHRM 2015 Affiliate Successful Practices Center –Contains great ideas from other affiliates on Leadership | Operations | Workforce Readiness | Veterans/Military | SHAPE Idea Center | Enterprising Leadership Book Awards and Scholarships –Contains Pinnacle Award Compendium (get great ideas!) and webinars about the winning programs Speaker Information –Contains lists of speakers for your events: All Recommended Speakers from recent SHRM Conferences, Top Rated speakers from SHRM Annual Conferences, Keynote Speakers from SHRM Conferences, and Chapter Speaker Program 9 Special Sections of the VLRC
©SHRM 2015 Webcasts for Volunteers Archived webcasts available any time on many topics Operations/Volunteer Leadership | College Relations | Diversity & Inclusion | SHRM Certification | Government Affairs | Membership | SHRM Foundation | Workforce Readiness “Quickinars” < 20 minutes each: –Chapter Board Meetings | Strategic Planning | Alternative Chapter Structure One-hour webcasts include: –Engaging and Motivating Volunteers –Succession Planning –Successful Programming –Transitioning to a 100% Chapter –Leveraging Technology (I & II) –Working with the Media –Conference/Event Planning –Financial Management and Legal Issues for Chapters –Dealing with Difficult Volunteers 10 Special Sections of the VLRC
©SHRM 2015 11 The VLRC Under “Resources for Chapters” and “Admin / Chapter President / President-Elect / Sec’y”
©SHRM 2015 12 The VLRC Under “Resources for Chapters” and “Finance”
©SHRM 2015 13 The VLRC Under “Resources for Chapters” and “Membership”
©SHRM 2015 14 The VLRC Under “Core Leadership Areas” and “College Relations” Under “Core Leadership Areas” and “Governmental Affairs”
©SHRM 2015 15 The VLRC Under “Core Leadership Areas” and “Diversity” Under “Core Leadership Areas” and “SHRM Foundation”
©SHRM 2015 16 The VLRC Under “Core Leadership Areas” and “HR Certification”
©SHRM 2015 17 The VLRC Under “Core Leadership Areas” and “Workforce Readiness” Under “Core Leadership Areas” and “Membership”
©SHRM 2015 18 The VLRC Under “Resources for Chapters” and “Admin...” then “Chapter Activities Checklist by Month” with LINKS to RESOURCES!
©SHRM 2015 19 The VLRC Under “Resources for Chapters” and “Admin...” then “Fundamentals of Chapter Operations” All volunteers on your board should have a copy and review it carefully Contains info on: Staff contacts, governance and bylaws, incorporation, membership rosters, affiliation requirements, using e-blasts, chapter operations, and much more
©SHRM 2015 20 The VLRC Under “Resources for Chapters” and “Finance” then “Guide to Financial Management” All chapter officers should review this guide Operating Considerations Methods of Accounting and Financial Reporting Checklist of Internal Controls Over a Chapter’s Cash Transactions Auditing Financial Maintenance Questionnaire Investments Tax Filings Unrelated Business Income Lobbying Activities Travel and Meal Reimbursement Record Retention Guidelines Appendix–Financial Maintenance Questionnaire
©SHRM 2015 21 The VLRC Under “Resources for Chapters” and “Membership” then “Membership Recruiting & Retention Toolkit” Contents: Recruitment Why HR professionals don’t join chapters (survey results) Determining key prospects Setting Your strategy Marketing materials, Tools, Templates and resources available from SHRM Retention Defining retention The Cost of retention Continuous marketing The renewal process Determining why members don’t renew PLUS: Customizable letter templates, scripts, talking points, surveys, and calculations
©SHRM 2015 22 The VLRC On the main VLRC page, under “SHAPE Center” SHAPE: SHRM Affiliate Program for Excellence Both a planning tool and an evaluation tool Covers calendar year Reporting tool for SHAPE award Must be filed with SHRM by 1/31 to receive CFSP Need to determine now who will complete Complete online only 2015 Planning book available There will be a webinar about the changes to the 2015 SHAPE
©SHRM 2015 23 The VLRC On the main VLRC page, under “SHAPE Center” SHAPE: SHRM Affiliate Program for Excellence Section 1: Basic Requirements (Must be completed by ALL chapters to remain affiliated) Section 2: Community-Based Chapter Initiatives Section 3: SHRM Affiliate Engagement Section 4: Measures of Success Appendix A: Resources Appendix B: Sample Year-End Report Form Four award levels: Bronze, Silver, Gold, and Platinum You must have submitted your CLIF by December 1 to qualify for any SHAPE award
©SHRM 2015 Chapter Financial Support Payments (CFSP) The CFSP Program returns a portion of each SHRM member’s dues to the chapter through this program. To be eligible for CFSP consideration, the chapter must: Submit a completed SHAPE Year-End Report by 1/31 of each year and your membership roster if requested. Meet the applicable membership affiliation requirements. Have a chapter president who is a SHRM member in good standing throughout his/her term of office. Have SHRM-approved ratified bylaws on file at SHRM. Have the payment direct-deposited. 24
©SHRM 2015 Chapter Financial Support Payments (CFSP) SHRM pays chapters and councils several million per year in financial support. Pays each state council at least $2000 per year based on SHRM membership in state. (4,000 SHRM members in state = $4,000; 1,500 members in state = $2,000) The Chapter Financial Support Payment (CFSP) Program returns a portion of each professional (non-student) SHRM national member's dues to the chapter via a quarterly payment for 100% chapters (those chapters who require all members to be members in good standing of SHRM) or a twice-a-year payment for non-100% chapters. 25
©SHRM 2015 Chapter Financial Support Payments (CFSP) 26 Example: Chapter’s 12/31 SHRM Membership Count 2014 250 2013 -200 Difference 50 Net Gain Payment (50 X $25) = $1,250
©SHRM 2015 Chapter Financial Support Payments (CFSP) for Certification Must be a chapter/council in good standing as outlined in the 2015 SHAPE program Two-year program starting January 1, 2015 and ending December 31, 2016 Chapters will receive a $20 payment for every SHRM member in their chapter who holds a SHRM certification at the end of the calendar year for 2015 and again in 2016. State Councils will receive a $10 payment for every SHRM member (in- chapter and at-large) who has a SHRM certification in their state at the end of the calendar year for 2015 and 2016. Payments will be made regardless of how the SHRM certification was earned (tutorial or taking the exam). 27
©SHRM D DD Webinar – Feb. 18, 2015 District Directors Host: Dianna Gould, SHRM-SCP, CAE PW Field Services Director Bhavna Dave, PHR Director of.
NY State Leadership Conference April 5 th, 2014 – Rochester, NY Susan Post, SPHR, CAE Divisional Director East SHRM Update & Volunteer Resources.
MAINE State Leadership Conference Phyllis Shurn-Hannah, SPHR SHRM Northeast Field Services Director (FSD)
MISC DATES SHRM TERMS MEMBERSHIP VOLUNTEER LEADER RESOURCES MISC DATES SHRM TERMS MEMBERSHIP VOLUNTEER LEADER RESOURCES.
©SHRM 2008 Pennsylvania State Leadership Conference Phyllis Shurn-Hannah NE Field Services Director (DE, MD, NJ, PA)
©SHRM SHAPE Overview – State Councils. ©SHRM 2009 Goals for Revised CAP/SCAP Replace many operational items with strategic objectives designed.
July 2013 District Director Webinar State Leadership Conferences Shelly Trent, SPHR SHRM Field Services Director
SHRM Volunteer Leader Orientation State Council District Director Roles / Responsibilities Dianna Gould, SPHR, CAE Field Services Director.
©SHRM D SHRM Volunteer Training State Leadership Conference Shelly Trent, SHRM-SCP, CAE Field Services Director, SHRM Bhavna Dave, PHR Director.
D SHRM Chapters & State Councils CMP May Webinar Phyllis Shurn-Hannah, SHRM-SCP SHRM Northeast Regional Field Services Director Crystal Adair SHRM Senior.
State Leadership Conference Shelly Trent, SPHR ©SHRM 2011.
SHRM Volunteer Leader Orientation Chapter President Roles / Responsibilities Nancy Conway, SPHR Field Services Director.
SHRM Volunteer Leader Orientation State Council Membership CLA Roles / Responsibilities Phyllis Shurn-Hannah, SPHR Field Services Director.
©SHRM D Thursday, December 11, 2014 Fortune Forty Team (FFT) Sherry Johnson, SHRM-SCP, CAE Field Services Director Bhavna Dave, PHR Director of.
Tara Fournier, PHR and Scott D. Ferrin, SPHR May 23, 2013 College Relations Core Leadership Area Quarterly Webcast.
COMPLIANCE & AWARDS MATRIX Robin Fenton, SCTE, Director of Chapter Support.
Overview of WISHRM to Local Chapter Boards Spring 2014 Rick Schemm, NW District Director 1.
©SHRM ©SHRM 2014 What’s New at SHRM: Q Bhavna Dave, PHR Director of Talent SHRM member since 2005.
Tara Fournier, PHR and Scott D. Ferrin, SPHR May 16, 2013 Student Chapter Advisor Quarterly Webcast.
©SHRM Volunteer Leaders Webcast Series Dorothy Knapp Field Services Director “Chapter Board Meetings”
WELCOME TO Volunteer Orientation Webinar. Webinar Agenda TCHRA Member Benefits TCHRA Volunteer Benefits About TCHRA Resources and Tools 2.
©SHRM D Q DD Webinar – Feb. 4, 2014 District Directors Host: Dianna Gould, SPHR, CAE PW Field Services Director Bhavna Dave, PHR Director.
©SHRM 2011 SHRM Membership Regional Summit ▪ Laurie McIntosh, SPHR February 25, 2011.
Certification Director Orientation Webinar Dorothy Knapp, SPHR; Field Services Director ©SHRM 2012.
ID State Council State Leadership Conference February 3, 2012 ● Twin Falls, ID Dianna Gould, SPHR ● PW Region Field Services Director ©SHRM 2012.
New Hampshire State Leadership Conference SHRM as a Resource 2014 Leadership Conference Phyllis Shurn-Hannah, SPHR SHRM Northeast Field Services Director.
©SHRM D Q DD Webinar – June 10, 2014 District Directors Dianna Gould, SPHR, CAE SHRM PW Field Services Director Bhavna Dave, PHR Director.
©SHRM ©SHRM 2014 What’s New at SHRM: Q Bhavna Dave Director of Talent SHRM member since 2005.
Mega & Super Mega Webinar New Member Orientation as a Retention Tool.
SHAPE Section 2 – Strategic Initiatives for 2013 Year – End Report due 1/31/14.
January 2013 District Directors Webinar Contact for District Directors Shelly Trent, SPHR Field Services Director in Kentucky
©SHRM 2010 HRFL Leadership Conference Dorothy Knapp, SPHR.
©SHRM ©SHRM 2014 What’s New at SHRM: Q Bhavna Dave, SHRM-CP VP of HR SHRM member since 2005.
Compliance and Awards Matrix Encouraging, Recognizing and Rewarding Chapter Excellence Bill DesRochers, Charter Communications, Awards and Compliance.
A 100% Chapter: 100% Chapter status has many benefits to include access for professional members to the SHRM website: question and answer options,
©SHRM 2007 SHRM College Relations CLA Orientation Chuck Salvetti Shelly Trent, SPHR March 2009.
How to set your chapter up for success? Compliance and Awards Matrix Bill DesRochers, Charter Awards and Compliance Subcommittee Chairman Robin Fenton,
College Relations CLA Quarterly Webcast Tara A. Fournier, PHR and Scott D. Ferrin, SPHR August 8, 2013.
2015 SHRM VOLUNTEER LEADERS’ SUMMIT WEBCAST – MARCH 20, 2015 Dorothy Knapp, MS, SHRM-SCP SHRM Field Services Director Kim Rudrud SHRM Learning System Regional.
Alaska State Council Meeting SHRM Update February 15, 2014 Dianna Gould, SPHR, CAE PW Field Services Director.
1 MEMBERSHIP Virginia SHRM 2010 Leadership Conference Your role as Chapter Membership Chair.
What is SMP? Section Management Process. SMP Introduction Process that emphasizes: –Assessing member needs – Management/business plan –Section performance.
Communications/Secretary Breakout Session. Kimberly (Kim) L. Hull, PHR VA SHRM Secretary Central Virginia SHRM Chapter C. Denise Henderson, PHR, GPHR.
Honey Johnson, CFPIM, CIRM, C.P.M., CSCP Terra Grande District Meeting El Paso, TX May 1, 2015 Channel Partner Agreement And Chapter Benchmarking and Reporting.
Membership CLA Webinar Jason Gudenius, Scott D. Ferrin, SPHR And Phyllis Shurn-Hannah, SPHR August 1, 2013.
Fortune Forty Team Webinar “Looking Ahead” Dorothy Knapp and Nancy Conway Field Services Directors October 25, 2012.
ESP Chapter Leadership Orientation Updated Annually by Second Vice President for Chapter Relations and National Executive Director.
© SHRM SHRM Regional Council Business Meeting Certification Prep & Becoming a Champion Kim Rudrud Bhavna Dave Director of Talent SHRM member since.
Southwest Central Region Chapter Presidents & District Directors September 6, 2013 Sherry Johnson, SPHR & Scott Ferrin, SPHR Field Services Directors.
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