1. New Volunteer Chapter Roundtable Series 1 of 3: Getting a Chapter Up and Running
Kendel - 2 minutes
Talking Points:
-Good morning/afternoon/evening to each of you.
-Thank you for joining today’s call!
-All lines have been muted.
-This call is being recorded. If you do not wish to be a part of a recorded call, please disconnect at this time.
-During the call if you are having trouble accessing Lync or need to contact us privately, please us as
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2. Agenda Welcome (5 minutes) Kendel Bryant Who’s on the line? Purpose
Guidebook Overview (10 minutes) Kendel Bryant
How to locate?
Roles and responsibilities
Chapter budget/ volunteer t-shirts
Advisory council meeting frequency
Programs and recognition opportunities
New Volunteer Chapter Timeline (5 minutes) Kendel Bryant
Mark Your Calendars (5 minutes) Melissa Buchanan
Monthly Volunteer Leader Calls
Volunteer Chapter Steering Committee Meetings
Volunteer of the Year Training
Q & A/Best Practice Sharing (15 minutes) Volunteer Chapters
Wrap-up (5 minutes) Melissa Buchanan
Kendel – 5 minutes
Talking Points:
-Review agenda
-Introduce us (Melissa, Patty, Iain, Shannon)
-At this time, we’d like to know what chapters we have represented. If you could, take a moment and type the chapter you represent in the lync conversation box. This just helps us to have a better understanding of who is with us today.

3. Call Purpose/Audience
To provide available resources to get a chapter started.
To respond to the most frequently asked questions.
To provide a forum for sharing best practices and hear feedback and requests from you.
To make sure you understand the support role of Team Member Philanthropy.
Audience
Volunteer Chapter Leaders (Senior Advisors, Presidents, Vice Presidents, MVT Coordinators & other Volunteer Chapters leaders)
Community Affairs/Development Professionals
Future Volunteer Chapter Leaders
Kendel – 1 minute
Talking Points:
-Review
2 minutes

4. Guidebook Overview Kendel Bryant, Global Volunteerism
Team Member Philanthropy
Kendel – 10 minutes

5. Guidebook Overview How to locate?
Log into My Volunteer Time Select the Programs tab  Select Volunteer Leaders  Under Instructions Guide for Leaders
(cont’d) Kendel – 10 minutes

6. Guidebook Overview Roles and Responsibilities
Located on pages 12-16
Required roles: Senior Advisor and President
Senior Advisor: (2 Year Term)
Local market senior leader
Works with CAM/R on funding and reputation risk
Assists chapter w/strategic planning
Serves on the Steering Committee
President: (2 Year Term)
Works closely with the Senior Advisor and Community Affairs Professional
Facilitates chapter advisory council meetings
Ensures succession planning of chapter
(cont’d) Kendel – 10 minutes

7. Guidebook Overview (cont’d) Roles and Responsibilities
Located on pages 12-16
Recommended roles:
My Volunteer Time Coordinator
Attend monthly Volunteer Leader Calls
Receive local admin training and chapter training
Ensure events posted comply with the policies and company Vision and Values
Available to train MVT coordinator assistants
Other roles: Available in Guidebook (LOB representation should be reflected in your Advisory Council)
Terms for recommend and suggested roles: ideally 2 years but TBD by each Advisory Council
(cont’d) Kendel – 10 minutes

8. Guidebook Overview Budget/Volunteer T-shirts
Located on pages 42-43
Budget
For items such as:
Volunteer events
T-shirts
Volunteer Chapter Paraphernalia
Chapter recognition opportunities outside of the Enterprise Wide initiatives
Work with local market leadership
(cont’d) Kendel – 10 minutes

9. Guidebook Overview Chapter Advisory Council Meetings
Located on page 26
This is to be determined by each Advisory Council
Recommendation is to meet bi-monthly/monthly
Meetings can be in person or via teleconference
A sample agenda of items that should be discussed monthly can be found in the Guidebook
It is a good practice to have someone to take and distribute minutes for each meeting
(cont’d) Kendel – 10 minutes

10. Guidebook Overview Programs and Recognition Opportunities
Located on page 39
(cont’d) Kendel – 10 minutes

11. New Volunteer Chapter Timeline
Kendel Bryant, Global Volunteerism
Team Member Philanthropy
Kendel – 5 minutes

12. New Volunteer Chapter Timeline Pre-Launch, Launch and Post Launch
Pre-Launch page 20
Why join a chapter?
Budget!
Launch – introduce the chapter in a big way!
Kickoff celebration
Volunteer event
Communication
Post Launch
First 3 months: Advisory Councils meeting frequently, MVT trainings, Recruitment of members and logging hours education, identifying organizations where team members are spending their time make contacts
3-6 months: Continue recruitment and logging hours education, Strategic Planning for the year (Enterprise wide initiatives, TMN activities, larger scale events for the chapter to engage with), making contact with organizations and identifying volunteer needs for WF volunteers, work on engaging remaining LOBs
(cont’d) Kendel – 5 minutes
Talking points:
-Why Join a chapter?
`As a chapter, determine why you all are starting this chapter? Benefit of others to join. What is the value proposition?
`Help team members become more involved in their communities …. A support system for giving back.
`Great way to work together with colleagues…team building.
`Leadership/developmental opportunities (advisory council)

13. New Volunteer Chapter Timeline (cont’d) Post Launch
6-9 months: NEWSLETTER (Communication of upcoming activities), announcement of chapter recognition opportunities if applicable, recruitment of subcommittee advisory committee members, leverage similar chapters for best practice sharing
9-12 months: Identifying a chapter signature event, events to introduce nonprofit organizations to the team members, working with CAM/R and Senior Advisor to confirm budget for upcoming year, planning for upcoming year (events calendar, succession planning, etc.)
(cont’d) Kendel – 5 minutes

14. Mark Your Calendars… Melissa Buchanan, Global Volunteerism Manager
Team Member Philanthropy
(cont’d) Melissa – 5 minutes

15. Mark Your Calendars Monthly Volunteer Leader Calls
Purpose
To provide regular information updates on program and system enhancements.
To respond to frequently asked questions.
To provide a forum for sharing best practices and hear feedback and requests from you, the local market volunteer leaders.
To connect you with key internal and external resources through the use of guest speakers.
Audience
Volunteer Chapter Leaders & Local Market Leaders
Community Affairs/Development Professionals
Meeting Frequency
Every 3rd Wednesday of each month at 4p EST/1p PST
(cont’d) Melissa – 5 minutes

16. Mark Your Calendars Volunteer Chapter Steering Committee Meetings
Purpose
To discuss the impact and effectiveness of the chapters, ensure focus within the company and discuss continuous improvement strategies
The Steering Committee helps shape the direction of the program by voicing concerns, request support and share best practices
Audience
Co-chaired by Jon Campbell (Head of Government and Community Relations) and Jimmie Paschall (Head of Diversity and Inclusion)
Senior Advisors, Chapter Presidents/Vice Presidents, Community Affairs/Development Professionals
Meeting Frequency
Twice a year (May/June & Nov/Dec)
(cont’d) Melissa – 5 minutes

17. Mark Your Calendars Volunteer of the Year Training
Purpose
This program is an opportunity for each chapter to highlight an outstanding volunteer in their chapter. The volunteer will receive a certificate, lapel, enterprise-wide announcement via Teamworks and gift card for $1000 to be designated to the nonprofit organization of their choice.
This training is critical in explaining the process to select an awardee as well as provides a timeline of steps that must be completed
Audience
Training is for the Advisory council member that is managing recognitions (typically the vice-chair)
Meeting Frequency
Once a year at the beginning of January
(cont’d) Melissa – 5 minutes

18. Mark Your Calendars Reminder Calendar
January - April
May - June
July-October
November - December
Monthly Volunteer Leader Calls (3rd Wed of each month at 4p EST/1p PST
Monthly Volunteer Leader Calls (3rd Wed of each month at 4p EST/1p PST)
Monthly Volunteer Leader Call (3rd Wed 4p EST/1p PST November only)
 Volunteer of the Year Training (Once per year, beginning of Jan)
Volunteer Chapter Steering Committee Meeting (May or June, date and time TBD)
Volunteer Chapter Steering Committee Meeting (Nov or Dec, date and time TBD)
(cont’d) Melissa – 5 minutes

19. Q&A / Best practice sharing
Volunteer Chapters
Melissa to facilitate – 15 minutes

20. THANK YOU FOR JOINING US TODAY! 
Wrap Up
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This deck is located in My Volunteer Time  Volunteer leaders Volunteer Leader Calls
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Up next?
Series 2 of 3: Aug 2nd 2p – 2:45p EST/ 11a-11:45a PST, My Volunteer Time hints and tidbits
Series 3 of 3: Sep 6th 2p – 2:45p EST/ 11a-11:45a PST, Solicitation & Distribution Policy & FAQs
THANK YOU FOR JOINING US TODAY! 
Melissa - 5 minutes