©SHRM D Thursday, December 11, 2014 Fortune Forty Team (FFT) Sherry Johnson, SHRM-SCP, CAE Field Services Director Bhavna Dave, PHR Director of Talent SHRM member since 2005

©SHRM  SHRM Affiliation Requirements  Fortune Forty Team Initiative: Year In Review  Chapter Successful Practices: Success Stories from two FFT Chapters  Resources Agenda

©SHRM SHRM Affiliation Requirements By December 31, SHRM members and 51% of total membership must be SHRM members 2 more years to meet the requirements SHRM Chapter Membership Requirements as of January 1, quirements.aspx quirements.aspx

©SHRM D Fortune Forty Team Initiative: Year In Review Devon Conley Human Resources Manager SHRM member since 2005

©SHRM Fortune Forty Team Initiative: Year In Review  SHRM Affiliation Requirements  Overview of FFT Commitment  Resources –State Council District Director State Council Membership Director State Council Director –SHRM Staff Field Services Director Membership Engagement Associate (formerly known as Regional Administrator) –SHRM Reports Monthly Membership Report Chapter Roster Report –Volunteer Leaders’ Resource Center (VLRC)  Call to Action April 15, 2014 Webinar mepage.aspx mepage.aspx

©SHRM Fortune Forty Team Initiative: Year In Review August 14, 2014 Webinar mepage.aspx mepage.aspx  Engaging Your Membership  Setting & Tracking Goals  Communicating Value –Building a Value Proposition  Sources of New Members Chamber of Commerce Economic Development Better Business Social Groups Other Training / Business Groups  Meeting Dates / Times / Locations  Professional Development Topics, based on Members’ Needs  Marketing & Promotion Strategies –Call to Action that Creates a Sense of Urgency

©SHRM D Chapter Successful Practices Kathryn Medina, SPHR Executive Director SHRM member since 2005

©SHRM Moved Venue Power Point presentation at beginning of meetings that discusses the benefits of membership. VLRC has great resources. (runs while people are getting settled and talking) Used one of our monthly meetings as a questions and answers – reviewed SHRM website to review all the benefits of membership to bring awareness. Chapter Success Story Enid SHRM :: Enid, OK

©SHRM Fall Conference – had Sherry Johnson come in and discuss SHRM Gave away memberships Invited Chamber of Commerce members Free for all that attended 3 HRCI credits earned Sherry sent out invites to all SHRM at large members Chapter Success Story Enid SHRM :: Enid, OK

©SHRM ©SHRM 2014 Breakfast with the Boss Promoted SHRM membership to the “bosses” and attendees. Had flyers available for attendees to take with them. Review chapter membership list with SHRM list frequently (monthly). Speakers – not just HR focused but self help type speakers. Chapter Success Story Enid SHRM :: Enid, OK

©SHRM ©SHRM 2014 Contact Info: Tammy Albright, PHR – Past President or (620) Ashlee Skrapke – President Chapter website: Chapter Success Story Enid SHRM :: Enid, OK

©SHRM ©SHRM 2014 “The Little Chapter That Could” On the verge of disbanding in January 2013 Only 9 members! Decided we could turn the chapter around… 7 new board members took over in March 2013 Today: 58 Professional members (31 SHRM members); 10 Student members – for total of 68 members!! Re-building strategy: Re-branding of our chapter as a professional organization and a valuable Dodge County resource for area businesses Reviewed and updated bylaws Increased our membership rates (discount for SHRM members) Created a Membership Brochure ** Updated our membership application Chapter Success Story SHRM – Dodge County :: Beaver Dam, WI

©SHRM ©SHRM 2014 Planned a Membership Drive in September 2013  Scheduled our entire monthly program schedule, with speakers, prior to the Membership Drive!  Applied for HRCI credits for all monthly programs  Marketed the membership drive ** – local paper, chamber newsletters, word of mouth, blasts and mailings to local businesses and at-large members  Membership Drive 2013: o Door prizes, including national SHRM membership! o Food and drink tickets! o Chapter Banner and pens with logo o SHRM and SHRM – Dodge County information booth o Board of Directors – information and bio sheets o Program Schedule for ** o LinkedIn Photo Booth o All Board members attended – chapter polo shirts **Most positive feedback! Chapter Success Story SHRM – Dodge County :: Beaver Dam, WI

©SHRM ©SHRM 2014 Added 2 additional board members Developed position descriptions for the board members Re-established our social media sites Created chapter website Applied for non-profit status Created program surveys (ideas for programs taken from surveys) Created budget Established reciprocal memberships with four local chambers of commerce Partnered with Moraine Park Technical College in Beaver Dam to offer PHR/SPHR Certification Course (first course in Fall of 2014) with $200 chapter member discount Sponsored start up of student chapter at MPTC Sponsored students to attend WI SHRM State Conference in Madison (4 attendees) Chapter volunteers for the regional Student Games in Milwaukee, WI Key to Success: Engaged Board of Directors! Chapter Success Story SHRM – Dodge County :: Beaver Dam, WI

©SHRM ©SHRM 2014 Contact Info: Dana Noel, SHRM-SCP, SPHR – President or (920) Chapter website: Chapter Success Story SHRM – Dodge County :: Beaver Dam, WI

©SHRM ©SHRM 2014 Bruce Elliot Manager, Compensation & Benefits SHRM member since 2011 Resources

©SHRM Volunteer Resources - VLRC   Communities  VLRC

©SHRM ©SHRM 2014 Scroll down to Fortune Forty Initiative Click on link “Learn More” Takes you to Fortune Forty Home Page Recorded webinars on VLRC

©SHRM Volunteer Resources

©SHRM Volunteer Resources - VLRC Resources for every volunteer role – don’t reinvent the wheel! Chapter operations: dues, meeting dates/ times, programs, terms of office, etc.

©SHRM SHRM Membership Recruitment & Retention Toolkit  Recruitment - Why HR Professionals Don’t Join Chapters - Determine Key Prospects - Setting Your Strategy - Marketing Materials, Tools, Templates and Resources Available from SHRM  Retention - Defining Retention - Continuous Marketing - The Renewal Process is Important - Determining Why Members Don’t Renew Volunteer Resources - VLRC

©SHRM SHRM Foundation DVD Series  Ernst and Young: Creating a Culture of Flexibility  Doing Well by Doing Good: Global Sustainability at Aditya Birla Group  Once the Deal is Done: Making Mergers Work  World Economic Forum: Creating Global Leaders  Seeing Forward: Succession Planning at 3M  Trust Travels: The Starbucks Story  Ethics: The Fabric of Business  Fueling the Talent Engine: Finding and Keeping High Performers Pre-approved for recertification credits

©SHRM ©SHRM 2014 Scott D. Ferrin, SHRM-SCP, PMP Field Services Director Nancy Conway, SHRM-SCP Field Services Director Sherry Johnson, SHRM-SCP, CAE Field Services Director Kristine Hofmann Member Engagement Associate Your Fortune Forty Staff Team We are here to help!

©SHRM Fortune Forty Team Discussion Share Ideas, Successes, Challenges Name Chapter City/State

©SHRM Questions / Ideas? 25

©SHRM 2014 (Please note that these slides are copyrighted material and may only be distributed to an audience at a SHRM speaker presentation. Further distribution, adaptation and presentation is not allowed, except with permission by SHRM.)