1. Nonprofit Basics: Effective Chapter Management from Vision to Implementation Paul Signorelli, National Advisors for Chapters & Mount Diablo Chapter Walt Hansmann, CPLP, Northeast Oklahoma Chapter Friday, October 14, 2011 10 am - noon

2. Connecting: From National to Local

3. Nonprofit Does Not Mean We Can’t Make Money

4. Nonprofit Boards as Executive and Legislative Branches

5. Rules are not necessarily sacred, principles are. Franklin Delano Roosevelt

6. Policies are many, principles are few, policies will change, principles never do. John C. Maxwell

7. No Secrets: We Connect Through Transparency

8. Exercise 1: Case Study Article III – Membership and Dues Section 3 The Board of Directors shall fix the initiation and reinstatement fees and membership dues of the Chapter. The annual membership dues of the organization shall be payable on the anniversary of membership. Membership shall be terminated when dues of any member are unpaid as of three months after the due date. Write the Policy  Are there membership categories?  What are the fees for each membership category?  Who is involved in setting the policy?

9. Exercise 2: Case Study Article II – Purpose Section 7 Providing a place for workplace learning and performance practitioners to network with their peers The Issue Members who are consultants want to advertise on the chapter website. The board needs to create a policy. The Challenge Working in small groups:  Create a policy.  Discuss how you would create this policy at home.

10. A meeting is an event where minutes are taken and hours wasted. James Tiberius Kirk

11. For the Record

12. The Challenge: Working in small groups, please  Review the minutes of the meeting.  Recommend how they can be improved.  Pull out the key points that should be included Exercise 3: Case Study

13. Running It Like the Business It Is

14. Job Descriptions To Meet Our Needs

15. Committee Structure with Interlocking Pieces

16. Collaboration with a Goal

17. Stretching Our Resources

18. Planning Strategically

19. Marketing for Success

20. A Monument Worth Building

21. Exercise 4: Plugging Gaps Implementing Mission The Challenge Working in small groups, please:  Briefly identify one underdeveloped aspect of your organization’s infrastructure (bylaws, job descriptions, committee structure, strategic plan, or anything else we have discussed) and identify what is holding you back in terms of developing that element.  Identify one or two steps you and your colleagues can take when you return home to strengthen that element.

22. Engaging Underutilized Members

23. Engaging New Members

24. Filling Existing Gaps with New Resources

25. Putting “Social” at the Center of Social Networking

26. Building from the Past for a Stronger Future

27. Returning to the Center Of Our World of Governance

28. Exercise 5: Engagement Levels of Engagement The Challenge Working in small groups, please:  Briefly discuss how your chapter currently effectively engages new and current members (activities, committee involvement, utilizing their skills).  Choose one or two things you will adapt and implement from what you’ve learned here to increase levels of engagement face to face or online within your own organization.

29. Resources ASTD Chapter Leader Community: http://www.astd.org/membership/ChapterLeadershiphttp://www.astd.org/membership/ChapterLeadership ASTD Mt. Diablo Chapter Public Documents: http://mtdiabloastd.org/services/chapter_public_documentshttp://mtdiabloastd.org/services/chapter_public_documents Free Management Library for Nonprofits & For-Profits: http://managementhelp.org/http://managementhelp.org/ Harvard University Hauser Center for Nonprofit Organizations Online Nonprofit News Resources: http://www.hks.harvard.edu/hauser/links/#newshttp://www.hks.harvard.edu/hauser/links/#news

30. Conclusions Final Thoughts Q&A Actions: Next Steps

31. #feedback Connect with ALC and make it better. Your comments and suggestions help future chapter leaders. Please complete the #feedback form and drop it in the basket.

32. Stay Connected paul@paulsignorelli.com http://paulsignorelli.com http://buildingcreativebridges.wordpress.com walt.hansmann@gmail. ​ com http://www.linkedin.com/in/walthansmann

33. Credits (Images taken from flickr.com unless otherwise noted) U.S. Capitol: From Matti Mattila’s photostream at http://www.flickr.com/photos/mattimattila/2711777079/sizes/m/in/photostream/http://www.flickr.com/photos/mattimattila/2711777079/sizes/m/in/photostream/ U.S. Treasury Police Logo: From Cliff1066’s photostream at http://www.flickr.com/photos/nostri-imago/4088718736/sizes/m/in/photostream/http://www.flickr.com/photos/nostri-imago/4088718736/sizes/m/in/photostream/ White House: From Tom Lohdan’s photostream at http://www.flickr.com/photos/tom_lohdan/4217661984/sizes/m/in/photostream/http://www.flickr.com/photos/tom_lohdan/4217661984/sizes/m/in/photostream/ U.S. Capitol: From Ajagendorf25’s photostream at http://www.flickr.com/photos/ajagendorf25/5150291942/sizes/m/in/photostream/ Bylaws photo: From Ryan Overdorf’s photostream Bylaws by Congregation Beth Israel: From the Congregation Beth Israel photostream Constitution: From the U.S. National Archives’ photostream Dog Guardians: From Iain Ramsey’s photostream YMCA: From Bonz Photography’s photostream Secrets: From SamikRC’s photostream at http://www.flickr.com/photos/samikrc/3261645610/http://www.flickr.com/photos/samikrc/3261645610/ Roberts Rules: From Justin Siiles’ photostream Timepiece: From TW Collins’s photostream Just the Facts: From Harrity’s photostream Cat’s Paw: From Fippenzee’s photostream San Francisco Market: From Dizzy Atmosphere’s photostream at http://www.flickr.com/photos/daveglass/1974026636/http://www.flickr.com/photos/daveglass/1974026636/ Wanted: From Jeffmyers01’s photostream at http://www.flickr.com/photos/jeffmeyers01/3575130872/http://www.flickr.com/photos/jeffmeyers01/3575130872/ Puzzle: Thefinsider’s photostream at http://www.flickr.com/photos/41222046@N04/3796209450/http://www.flickr.com/photos/41222046@N04/3796209450/ Building: Jef Safi’s photostream at http://www.flickr.com/photos/jef_safi/370788914/http://www.flickr.com/photos/jef_safi/370788914/ Arms outstretched: From Diamonds_in_the_soles_of_her_shoes’ Photostream at http://www.flickr.com/photos/diamonds_in_the_soles_of_her_shoes/2175451042/ http://www.flickr.com/photos/diamonds_in_the_soles_of_her_shoes/2175451042/

34. Credits, continued Leaping: Rob Featonby’s Photostream at http://www.flickr.com/photos/rob_featonby/3289450844/ Marketing : Natalie Maynor’s Photostream at http://www.flickr.com/photos/nataliemaynor/2539111053/in/photostream/http://www.flickr.com/photos/nataliemaynor/2539111053/in/photostream/ Jefferson Monument: From Angelskiss31’s photostream at http://www.flickr.com/photos/angelskiss31/4529524860/sizes/m/in/photostream/http://www.flickr.com/photos/angelskiss31/4529524860/sizes/m/in/photostream/ Empty swing: FromBen’s photostream at http://www.flickr.com/photos/visbeek/2787578916/http://www.flickr.com/photos/visbeek/2787578916/ Flying papers: From Aldor’s photostream at http://www.flickr.com/photos/aldor/98939138/http://www.flickr.com/photos/aldor/98939138/ Glass: From Ryan Thomas Snider’s photostream at http://www.flickr.com/photos/ryansnider/3689263090/http://www.flickr.com/photos/ryansnider/3689263090/ Caveman: From Lord Jim’s photostream at http://www.flickr.com/photos/lord-jim/2245362817/http://www.flickr.com/photos/lord-jim/2245362817/ Spaceman: From Practicalowl’s photostream at http://www.flickr.com/photos/practicalowl/2263287756/http://www.flickr.com/photos/practicalowl/2263287756/ Washington Monument: From Ehpien’s photostream at http://www.flickr.com/photos/91499534@N00/323412710/sizes/m/in/photostream/http://www.flickr.com/photos/91499534@N00/323412710/sizes/m/in/photostream/