1. 1 New Board Orientation For Chapter Officers, Directors and Chairs Chapter Logo goes here Name of Chapter Presenter’s Name and Credential/Title Date

2. Insert chapter logo here Welcome to SHRM! Welcome to your leadership position in our Chapter and SHRM! This presentation is designed to guide you in your new role as a volunteer leader. It will give you an overview of SHRM’s and our Chapter’s organization, mission, and services. Your work as a volunteer leader is vital in helping SHRM realize its goals as a professional human resources association. 2

3. Insert chapter logo here About SHRM 3 Overview The Society for Human Resource Management (SHRM) is the world’s largest association devoted to human resource management. Founded in 1948, SHRM currently has more than 575 affiliated professional chapters and 400 student chapters. SHRM headquarters is in Alexandria, VA. SHRM has more than 280,000 professional and student members in more than 140 countries. SHRM has about 400 staff members and more than 6,000 volunteer leaders! Visit SHRM Online at www.shrm.orgwww.shrm.org

4. Insert chapter logo here About SHRM 4 SHRM’s Vision SHRM is a preeminent and globally-recognized authority whose leadership, perspective, resources, and expertise are sought and utilized to address the most pressing current and emerging human resource management issues.

5. Insert chapter logo here About SHRM SHRM is a globally recognized HR professional society that exists to develop and serve the HR professional, and advance and lead the HR profession. SHRM provides education, thought leadership, certification, community, and advocacy to enhance the practice of human resource management and the effectiveness of HR professionals in the organizations and communities they serve. 5 SHRM’s Mission

6. Insert chapter logo here About SHRM 6 SHRM’s Strategy SHRM’s strategy is to serve HR professionals and their organizations, and to advance the HR profession by having the largest and most globally-recognized membership society; having the most vetted and trusted content; offering the preeminent HR certification; providing leadership in HR competency-based professional development and resources; and expanding our brand positioning through executive-level engagement. Financially, SHRM operates at a sustainable margin and uses its resources judiciously to invest in the profession.

7. Insert chapter logo here About SHRM 7 SHRM’s Value Proposition SHRM is the largest HR professional society in the world providing trusted content, insights, and expertise that human resource professionals, businesses, and legislators rely on to address business challenges. To serve the needs of its growing global membership, SHRM delivers the latest knowledge and timely information resources; it advocates on behalf of the HR profession; and it creates an HR community dedicated to resolving business issues and improving organizational performance through HR best practices.

8. Insert chapter logo here About SHRM 8 SHRM’s Volunteer Leadership Structure SHRM ® Board Staff Support Members Membership Advisory Council Regional Councils State Councils Chapters

9. Insert chapter logo here Our Chapter Our Chapter is one of a network of 575 affiliated SHRM chapters Our chapter serves to provide local networking and professional development opportunities for our members Each chapter reports to into a State Council; our chapter president is our representative to the State Council 9 SHRM Local Chapter Affiliates Membership Advisory Council Regional Councils State Councils Local Chapters

10. Insert chapter logo here Our State Council Each state is governed by a state council with a state council director, who reports up to a regional council. State councils typically hold quarterly meetings for members to discuss issues and challenges, pending legislation, the HR profession, and how SHRM supports these. State councils engage in activities that raise the visibility and credibility of the HR profession and SHRM in the state. 10 SHRM State Council Affiliates Membership Advisory Council Regional Councils State Councils Local Chapters

11. Insert chapter logo here Our State Council 11 State Information [Insert information about your state council here, such as state director’ name, state council web site, number of chapters in the state, number of award winning chapters, number of members in the state, number of certified members in the state, and names of chapter members who serve on the state council.]

12. Insert chapter logo here Our Regional Council Each of the five geographic regions in the U.S. has a regional council, composed of the state council directors. The regional council provides a structure for state directors and state directors-elect to work together with SHRM staff. SHRM staff facilitates successful practice-sharing among state councils to achieve SHRM’s strategic priorities. Regional councils provide guidance and assistance to state councils and chapters. 12 SHRM Regional Councils Membership Advisory Council Regional Councils State Councils Local Chapters

13. Insert chapter logo here Our Regional Council 13 SHRM’s Five Geographic Regions

14. Insert chapter logo here SHRM Membership Advisory Council The MAC is composed of five elected volunteer representatives, one from each of the regions. Serves as an interface and two-way channel of communication between the volunteer leaders and the SHRM Board of Directors. Provides input from the membership to the SHRM Board of Directors and feedback from the SHRM Board to the membership; and provides operational input to SHRM to ensure optimum service/support to and from the volunteer leadership. 14 MAC Membership Advisory Council Regional Councils State Councils Local Chapters

15. Insert chapter logo here 2016 Membership Advisory Council North Central Region Angela Brawdy, SHRM-SCP, SPHR (Indiana) Northeast Region Susan Loynd, MA, SHRM-SCP, SPHR (Vermont) Southeast Region Sharon Sellers, SHRM-SCP, SPHR, GPHR (South Carolina) Southwest Central Region Jeff Owens, SHRM-CP, PHR (Oklahoma) Pacific West Region Michael Letizia, SHRM-SCP, PHR-CA (California) 15 MAC http://www.shrm.org/communities/shrmregions-statecouncils- mac/membershipadvisorycouncil/documents/2016%20mac%20 operating%20guidelines%20-%20edit%20.docx

16. Insert chapter logo here SHRM Board of Directors The Board of Directors provides leadership for SHRM by: Upholding SHRM's vision, purpose and values; Setting the broad policies, direction and priorities of the organization; Ensuring that SHRM has highly effective leadership; Providing fiduciary oversight; and Maintaining the integrity of SHRM services and products developed for the benefit of SHRM members. 16 http://www.shrm.org/about/boardofdirectors/Pages/default.aspx Brian D. Silva, SHRM-SCP, GPHR 2015-2016 SHRM Board Chair

17. Insert chapter logo here SHRM Executive Team 17 Henry (Hank) Jackson, CPA President/CEO J. Robert Carr, JD, SHRM-SCP SVP, Membership, Marketing & External Affairs Elissa O’Brien, SHRM-SCP VP of Membership

18. Insert chapter logo here SHRM Regional Teams Main point of contact for State Councils, Chapters, and other SHRM members in their respective states/territories Communicate and promote SHRM vision, mission and strategic priorities Ensure that chapters maintain affiliation standards and guide them in growing membership and achieving excellence Find our FSD at: SHRM » Communities » SHRM Regions, State Councils, MAC http://www.shrm.org/Communities/SHRMRegions-StateCouncils-MAC/Pages/default.aspx 18 Field Services Directors (FSDs)

19. Insert chapter logo here SHRM Regional Teams Are the primary contact for: Chapter rosters and member lists; audits At-large labels Primary Chapter Designation forms Auditing and CFSP payment issues Any documents you need mailed to you Promotional materials General questions Find our MEA at: SHRM » Communities » SHRM Regions, State Councils, MAC http://www.shrm.org/Communities/SHRMRegions-StateCouncils-MAC/Pages/default.aspx 19 Member Engagement Associates (MEA), formerly Regional Administrators (RAs)

20. Insert chapter logo here SHRM Staff – Regional Teams 20 Divisional Directors Susan Post, SHRM-SCP, CAE Divisional Director – East Susan.Post@shrm.org Jon Decoteau, SHRM-SCP Divisional Director – West Jon.Decoteau@shrm.org Martha Ramirez, SHRM-SCP, CAE Divisional Director – Central Martha.Ramirez@shrm.org

21. Insert chapter logo here SHRM Staff – Regional Teams 21 Member Engagement Associates Nicole Hall Member Engagement Associate (MEA) AR, IA, IL, IN, KS, KY, LA, MI, MN, MO, MS, ND, NE, OK, SD, TN, TX, WI AR, IA, IL, IN, KS, KY, LA, MI, MN, MO, MS, ND, NE, OK, SD, TN, TX, WI Nicole.Hall@shrm.org Nicole.Hall@shrm.org Kimberly Goodwin Member Engagement Associate (MEA) AK, AZ, CA, CO, Guam, HI, ID, MT, NM, VN, CNMI, OR, UT, WA, WY Kimberly.Goodwin@shrm.org Crystal Adair Member Engagement Associate (MEA) AL, Bahamas, Bermuda, CT, DE, FL, GA, MA, MD, DC, ME, NC, NH, NJ, NY, OH, PA, Puerto Rico, RI, SC, VA, VT, WV AL, Bahamas, Bermuda, CT, DE, FL, GA, MA, MD, DC, ME, NC, NH, NJ, NY, OH, PA, Puerto Rico, RI, SC, VA, VT, WV Crystal.Adair@shrm.org Crystal.Adair@shrm.org

22. Insert chapter logo here SHRM Staff – Regional Teams 22 Northeast Regional Team Susan Post, SHRM-SCP, CAE Field Services Director – NY Susan.Post@shrm.org Phyllis Shurn-Hannah, SHRM-SCP Field Services Director – DC, DE, MD, NJ, PA, VA, WV Phyllis.Shurn-Hannah@shrm.org Dan Griffiths, SHRM-CP Field Services Director – CT, MA, ME, NH, OH, RI, VT Dan.Griffiths@shrm.org

23. Insert chapter logo here SHRM Staff – Regional Teams 23 Southeast Regional Team Dorothy Knapp, SHRM-SCP Field Services Director – AL, FL, GA, NC, SC, Puerto Rico, Bermuda & Bahamas Dorothy.Knapp@shrm.org Shelly Trent, SHRM-SCP, CAE Field Services Director – IN, KY, MI, MO, TN, WI Shelly.Trent@shrm.org Sherry Johnson, SHRM-SCP, CAE Field Services Director – AR, LA, MS, OK, TX Sherry.Johnson@shrm.org Phyllis Shurn-Hannah, SHRM-SCP Field Services Director – DC, DE, MD, NJ, PA, VA, WV Phyllis.Shurn-Hannah@shrm.org

24. Insert chapter logo here SHRM Staff – Regional Teams 24 North Central Regional Team Shelly Trent, SHRM-SCP, CAE Field Services Director – IN, KY, MI, MO, TN, WI Shelly.Trent@shrm.org Nancy Conway, SHRM-SCP Field Services Director – IA, KS, MN, ND, NE, SD Nancy.Conway@shrm.org Martha Ramirez, SHRM-SCP, CAE Field Services Director – IL Martha.Ramirez@shrm.org Dan Griffiths, SHRM-CP Field Services Director – CT, MA, ME, NH, OH, RI, VT Dan.Griffiths@shrm.org

25. Insert chapter logo here SHRM Staff – Regional Teams 25 Pacific West Regional Team Scott Ferrin, SHRM-SCP, PMP Field Services Director – AZ, CO, HI, NM, NV, UT Scott.Ferrin@shrm.org Dianna Gould, SHRM-SCP, CAE Field Services Director – AK, ID, MT, OR, WA, WY Pacific Council (Guam & N. Mariana Islands) Dianna.Gould@shrm.org Jon Decoteau, SHRM-SCP Field Services Director – CA Jon.Decoteau@shrm.org

26. Insert chapter logo here SHRM Staff – Regional Teams 26 Southwest Central Regional Team Sherry Johnson, SHRM-SCP, CAE Field Services Director – AR, LA, MS, OK, TX Sherry.Johnson@shrm.org Scott Ferrin, SHRM-SCP, PMP Field Services Director – AZ, CO, HI, NM, NV, UT Scott.Ferrin@shrm.org Nancy Conway, SHRM-SCP Field Services Director – IA, KS, MN, ND, NE, SD Nancy.Conway@shrm.org Shelly Trent, SHRM-SCP, CAE Field Services Director – IN, KY, MI, MO, TN, WI Shelly.Trent@shrm.org

27. Insert chapter logo here SHRM Affiliated Chapters Two-way channels of communication between SHRM and members. Forums for personal and professional development of members. Opportunities to develop leadership, managerial, public-speaking and group decision-making skills. 27 Membership Advisory Council Regional Councils State Councils Local Chapters

28. Insert chapter logo here SHRM Affiliated Chapters Small up to 100 members Medium 101–300 members Large 301–500 members Mega 501–1,000 members Super Mega 1,001+ members 28 Chapters are categorized into five sizes

29. Insert chapter logo here SHRM Affiliated Chapters By 12/31/16 25 in-chapter SHRM members and 51% of total chapter membership must be SHRM members [Membership in a SHRM local chapter is separate and apart from membership in the national SHRM organization.] 29 Chapter affiliation requirements Date is Under Review

30. Insert chapter logo here Use of the SHRM “Affiliate of” Logo 30 INCORRECT LOGO USAGE CORRECT LOGO USAGE

31. Insert chapter logo here Our Chapter 31 [Insert Name of Your Chapter Here] Founded in ____ Affiliated with SHRM in ____ Other key historical data _____ [ Your chapter charter and bylaws will contain this information. The charter and bylaws are on file at SHRM HQ; contact your MEA.]

32. Insert chapter logo here Our Chapter’s Logo 32 [Insert the graphic of your chapter’s logo here] Newly updated “Graphics Standards Manual for Affiliates” available on the VLRC.Graphics Standards Manual for Affiliates Use your chapter logo together with the “Affiliate of” SHRM logo. Both logos must be the same size to denote a partnership. If “SHRM” or the “Society for Human Resource Management” is part of your legal name or “also known as” name, as specified in your bylaws, your chapter/state council must submit to SHRM for approval when creating or revising your logo. All other chapters/state councils are encouraged to submit their logo for approval. Receiving pre-approval could save time, effort and expense. A checklist and convenient submission form can be found at http://fs16.formsite.com/robgatesshrmorg/form17/index.html http://fs16.formsite.com/robgatesshrmorg/form17/index.html

33. Insert chapter logo here Expectations for All Board Directors 33 Governance  Know and understand the purpose of the chapter charter  Know and understand the purpose of the chapter bylaws  Know and understand what constitutes a quorum for board decisions  Review Roberts Rules of Order Planning  Be present and engaged in chapter board meetings  Participate in setting goals and carrying out plans for your specific area (organizational goals)  Develop specific area objectives for the year (maintenance goals) Budgeting  Develop specific area annual budget  Operate responsibly within that budget  Track and report

34. Insert chapter logo here Our Chapter’s Charter Documents the relationship between SHRM and the chapter Spells out the legal use of the SHRM name, logo, and acronym A copy of our chapter charter is available at SHRM; contact our Member Engagement Associate (MEA) 34

35. Insert chapter logo here Our Chapter’s Bylaws 35 Sample available online in the Volunteer Leaders’ Resource Center (VLRC) at http://www.shrm.org/Communities/VolunteerResources/ResourcesforC hapters/Pages/CHAPRadmin.aspx http://www.shrm.org/Communities/VolunteerResources/ResourcesforC hapters/Pages/CHAPRadmin.aspx A copy of our chapter bylaws is available at SHRM; contact our MEA Chapter bylaws should be reviewed annually. Our bylaws were last reviewed on [insert date here] Revisions must be sent to FSD for review and SHRM approval Any bylaws changes must be approved by SHRM before the chapter members vote (ratify)

36. Insert chapter logo here Expectations for All Board Directors 36 Board Meetings  Presence at scheduled meeting or written report of progress  Submit agenda items (reports, documentation, metrics, etc.) in advance  Review and Update SHAPE Planning Worksheet to ensure tasks are on tract with year-end goals Learn something new, Get to know someone better, and Be sure to have some FUN!

37. Insert chapter logo here Expectations for All Board Members 37 Monthly Board Meetings [Insert dates of board meetings for the year] [NOTE: Notice of meetings is often dictated by your state laws for non-profits and/or your chapter bylaws. Check out what is applicable to your chapter.]

38. Insert chapter logo here Our Chapter Board Directors’ Responsibilities 38 [Insert appropriate board titles, in accordance with your chapter charter and bylaws.] President President-Elect Secretary Treasurer Past-President Discuss and understand the specific role of each board director

39. Insert chapter logo here SHRM Core Leadership Areas (CLAs) 39 Membership SHRM Foundation College Relations Diversity HR Certification Government Affairs Workforce Readiness Seven CLAs

40. Insert chapter logo here SHRM Core Leadership Areas (CLAs) 40 Structure SHRM Staff CLA Contact (Headquarters) SHRM Staff CLA Liaison (Field Services Reps) State-Level CLA Director Chapter CLA Chair

41. Insert chapter logo here SHRM Resources for CLA Volunteers 41 Volunteer Leaders’ Resource Center (VLRC) Ongoing and Archived Webinars and Conference Calls for each CLA www.shrm.org/vlrc Resources for each CLA

42. Insert chapter logo here Expectations for CLA Chairs 42  Set goals and direction  Provide a two-way channel of communication between the Chapter Board and CLA Committee  Provide support and resources to CLA Committee  Address Committee members’ concerns immediately  Recruit and fill Committee positions  Develop leadership skills and succession on your Committee CLA Chairs will:

43. Insert chapter logo here Our Chapter’s Membership Categories Professional Member General Member Associate Member Student Member 43 [Insert appropriate membership categories, in accordance with your chapter bylaws.] Discuss the differences of each of the membership categories and why you value each category

44. Insert chapter logo here Our SHRM Student Chapter 44 Name of Student Chapter ____ Name of University ____ Location _____ Name of Student Advisor _____ Connections to our Chapter _____ Samples: –Discounted membership to our chapter –Invited to all of our chapter’s professional meetings –Volunteer service to chapter? (i.e., work at registration table for chapter meetings) [Insert your student chapter’s information here, if applicable]

45. Insert chapter logo here SHRM Resources for our Student Chapter For information about starting/sponsoring/supporting a student chapter in our area, see www.shrm.org/studentswww.shrm.org/students Our FSD and MEA are our SHRM contacts for student chapter information: [Insert email addresses for your FSD and MEA] 45

46. Insert chapter logo here SHRM Affiliate Program for Excellence (SHAPE) 46 All SHAPE resources are available on the VLRC 2016 SHAPE Workbook 2016 SHAPE Worksheet SHAPE FAQs Online Year-End Reporting Tool 2016 SHRM Excel Awards www.shrm.org/vlrc

47. Insert chapter logo here SHRM Affiliate Program for Excellence (SHAPE) SHAPE Planning Workbook Use as a planning tool for your chapter and state council Review at each meeting to assure initiatives are on track Look to the SHAPE Center on the VLRC for resources http://www.shrm.org/Communities/VolunteerResources/ResourcesforChapters/Pages/SHAPE.aspx SHAPE Worksheet Use this tool to track progress throughout the year at each board meeting 47 All SHAPE resources are available on the VLRC Beginning in 2016, the SHRM Excel Awards application is now separate and distinct from the SHAPE program. Beginning in 2016, the SHRM Excel Awards application is now separate and distinct from the SHAPE program.

48. Insert chapter logo here Chapter Financial Support Payment (CFSP) Program Submit a completed SHAPE Year-End Report by 1/31 of each year and your membership roster when 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. 48 Eligibility Criteria SHRM pays chapters and state councils several millions of dollars each year in financial support. To be eligible for CFSP, the chapter must: The amount of financial support will eventually be tied to affiliation percentages.

49. Insert chapter logo here Chapter Financial Support Payment (CFSP) Program Chapters must have a direct deposit account with a bank on file with SHRM. Sign up at www.shrm.org/Communities/VolunteerResources/ResourcesforChapters/Pages/CHAPRfin.aspx www.shrm.org/Communities/VolunteerResources/ResourcesforChapters/Pages/CHAPRfin.aspx 49 New requirement for CFSP as of January 1, 2012

50. Insert chapter logo here Chapter Financial Support Payment (CFSP) Program $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 Net Gain payment rewards chapters for growth of SHRM membership during the year 50 CFSP currently pays http://www.shrm.org/Communities/VolunteerResources/ResourcesforChapters/Pages/cfsp.aspx

51. Insert chapter logo here Chapter Financial Support Payment (CFSP) Program 51 Example: Example: Chapter’s 12/31 SHRM Membership Count 2016 250 2015 -200 Difference 50 Net Gain Payment (50 X $25) = $1,250 Net Gains formula

52. Insert chapter logo here Volunteer Leaders’ Resource Center (VLRC) 52 Online at www.shrm.org/vlrcwww.shrm.org/vlrc

53. Insert chapter logo here Volunteer Leaders’ Resource Center (VLRC) –Chapter Leader Resource Guide –Chapter Best Practices –Sample Bylaws –Chapter Toolkits –Non-Dues Revenue Ideas –Fundamentals of Chapter Operations –Chapter Leader Position Descriptions –Guide to Chapter Financial Management –Core Leadership Areas –Volunteer Leaders’ Webcast Series –Membership Recruitment & Retention Toolkit –Programming Ideas –Web Site Resources –Resources for Working with Volunteers –AND MUCH MORE!!! 53 Online at www.shrm.org/vlrcwww.shrm.org/vlrc

54. Insert chapter logo here SHRM Resources for Volunteer Leaders 54 Chapter Activities by Month Available on VLRC: http://www.shrm.org/Communities/VolunteerResources/ResourcesforChapters/Documents/Chap ter%20Activities%20by%20Month%202011%201116.docx

55. Insert chapter logo here SHRM Resources for Volunteer Leaders 55 Monthly SHRM Update for volunteer leaders SHRM Update The Update is emailed to volunteers each month. Look for conference call & webinar dates, upcoming deadlines, important volunteer news from SHRM, upcoming events and conferences, new SHRM-member benefits, and contact information.

56. Insert chapter logo here SHRM Resources for Volunteer Leaders 56 2014 Chapter Operations Survey Check it Out! The findings of the 2014 Chapter Operations Survey are available on the VLRC: http://www.shrm.org/communities/volunteerresources/resour cesforchapters/pages/default.aspxhttp://www.shrm.org/communities/volunteerresources/resour cesforchapters/pages/default.aspx The report includes comparisons to findings in our 2012 report as well.

57. Insert chapter logo here SHRM Resources for Volunteer Leaders –Target audience is the incoming chapter presidents are encouraged to attend –FREE for incoming chapter presidents; includes hotel, designated meals and conference registration; chapter pays travel expenses –If the incoming president cannot attend, the current president or another member of the chapter board may attend in his/her place –Attendance is tied to SHAPE award levels 57 SHRM Annual Leadership Conference Held each November for key volunteer leaders: Chapter President or President-Elect State Council Director or State Council Director-Elect State Council Membership Director State Council District Director Chapter Management Professional (CMP) Member Advisory Council (MAC) Representative Provides opportunities to gain information about your volunteer role, enhance your leadership development skills, network with peers, share effective practices and challenges across region and engage with SHRM staff!

58. Insert chapter logo here SHRM Resources for Volunteer Leaders 58 Conference calls and webinars Quarterly CLA webinars/conference calls http://www.shrm.org/Communities/VolunteerResources/Pages/clas.aspx http://www.shrm.org/Communities/VolunteerResources/Pages/clas.aspx Chapters by Size webinars/conference calls http://www.shrm.org/Communities/VolunteerResources/ResourcesforChapters/Pages/ChapterBySize ConfCall.aspx http://www.shrm.org/Communities/VolunteerResources/ResourcesforChapters/Pages/ChapterBySize ConfCall.aspx Volunteer Leaders Webcast Series http://www.shrm.org/Communities/VolunteerResources/WebcastArchivesforVolunteerLeaders/Pages/ VLWebcastSchedule.aspx http://www.shrm.org/Communities/VolunteerResources/WebcastArchivesforVolunteerLeaders/Pages/ VLWebcastSchedule.aspx Also refer to monthly SHRM Update and/or VLRC Master Calendar www.shrm.org/vlrc NEW! The new Volunteer Leaders Resource Center (VLRC) Website: http://community.shrm.org/vlrc2/home http://community.shrm.org/vlrc2/home

59. Insert chapter logo here 59 SHRM Volunteer Leaders Resource Center (VLRC) NEW! http://community.shrm.org/vlrc2/homehttp://community.shrm.org/vlrc2/home

60. Insert chapter logo here State Leadership Conference 60 All chapter board members should attend our state leadership conference Attendance is tied to SHRM Excel Award levels [Include additional information about your state leadership conference here. Contact your state director for details.]

61. Insert chapter logo here Questions? 61 Thank you for volunteering! [President’s Name], [credential] [Title][email] [Phone]