1. ASME Resources John Blanton blantonj@asme.org 2012 Leadership Training Conference

2. Select Track – ASME Resources 2 Session Presenter John Blanton Principal Engineer - GE Energy Greenville SC 32 years with GE Virginia Tech BS/MS/PhD in ME PE (1980) in VA ASME Fellow Chair - ASME Greenville Section Past Chair - ASME Cincinnati Section

3. Select Track – ASME Resources 3 Session Objective The objective of this session is to provide you with an overview of the resources that are available to you to guide you in leading your ASME unit more effectively An ASME “unit” may be a technical division, section, student section, affinity group or committee, self-forming group or a community of practice

4. Select Track – ASME Resources 4 Knowledge and Community Sector About the K&C Sector Start at www.asme.orgwww.asme.org Select “Groups” at the top of the pageGroups Then select “Programs & Committees” on the left-hand column of linksPrograms & Committees Finally select “Knowledge & Community Sector” on the left-hand column of linksKnowledge & Community Sector

5. Select Track – ASME Resources 5 Where to Go for Resources ASME web site is primary source for volunteer and ASME unit resources Start at www.asme.orgwww.asme.org Select “Groups” at the top of the pageGroups Then select “Volunteer Resources” on the left-hand column of linksVolunteer Resources

6. Select Track – ASME Resources 6 ASME “Home” Page

7. Select Track – ASME Resources 7 ASME “Groups” Page

8. Select Track – ASME Resources 8 ASME Volunteer Resources VOBB Volunteer Opportunities VOLT Academy The ECLIPSE Program Unit Leadership Resources

9. Select Track – ASME Resources 9 ASME Unit Leadership Resources Volunteer Travel Reimbursement/Expense Form Best Practices Program Funding Options ASME Section Newsletter Templates Guidelines for Creating a ASME Section or Student Section WebsiteGuidelines for Creating a ASME Section or Student Section Website Technical Division Newsletters

10. Select Track – ASME Resources 10 ASME Unit Leadership Resources (continued) Resources for Technical Division Incoming Chairs Section Technical Event Guidelines for PDH Credits Presenter Practice Program Volunteer E-Request Tool (VERT) Speakers Bureau

11. Select Track – ASME Resources 11 ASME Unit Leadership Resources (continued) Instructions: Volunteer E-Request Tool (VERT) (Powerpoint file) ASME Events Management Department Unit Forms & Instructions Online Unit Roster ASME Financial Reports Manager (misdirected link)

12. Select Track – ASME Resources 12 ASME Unit Leadership Resources (continued) Technical Conference and Event Guidelines Unit Manuals, Guides, Handbooks & PoliciesUnit Manuals, Guides, Handbooks & Policies Unit Leadership Resources Global Communities Online Directory Unit Supplies

13. Select Track – ASME Resources 13 ASME Unit Leadership Resources (continued) District Leader Program Calendar (pdf) Section Program Calendar (pdf) Student Section Program Calendar (pdf) ASME Member Recruitment and Retainment KitASME Member Recruitment and Retainment Kit ASME Section Revitalization

14. Select Track – ASME Resources 14 ASME Unit Leadership Resources (continued) Early Career Forum Grant Funding for Units and Sectors Knowledge and Community Staff Contacts Early Career Technical Conference Grant Funding for Districts (broken)

15. Select Track – ASME Resources 15 Contact Information: John Blanton Greenville SC USA blantonj@asme.org (864) 382-0626 (voice or text) FaceBook / LinkedIN / ASME Peerlink blantonj@asme.org This presentation will be posted on the 2012 LTC Web Site, at http://events.asme.org/LTC12/home.cfm http://events.asme.org/LTC12/home.cfm

16. Select Track – ASME Resources 16 ASME Resources 16 For questions or comments John Blanton blantonj@asme.org Presentation available at events.asme.org/LTC12/ home.cfm

17. Select Track – ASME Resources 17 Linked Slides 17

18. Select Track – ASME Resources 18 Online Directories: AC-10 – Board of Governors (BOG), Sectors and Committees Global Communities Directory Directories are linked to the ASME database so they are always up-to-date Access through the “Members Only” link on ASME.org. or at http://my.asme.org To access both directories you will need your ASME member number.

19. Select Track – ASME Resources 19 Program Funding Options: Options for projects not funded through the annual operating budget: ASME Development Fund –Eligible Projects: Feasibility Studies; Experimental, Embryonic or Prototype Programs ASME Foundation Grants –Technical Literacy –Career Planning & Skills Development –Technologically Sound Public Policy

20. Select Track – ASME Resources 20 Best Practices: Case study approach of section and technical division best practices: –Community & Government Relations / Outreach –Honors & Awards –Industry Relations / Outreach / External Collaborations –Local Technical Conferences –Marketing / Advertising / Promotions –Members & Leaders –Operations & Organization –Professional Development / Short Courses / Seminars –Revenue Generations / Finances –Study & Early Career Engineer

21. Select Track – ASME Resources 21 Guidelines for Creating Section Website: Importance of having a website for your unit: –Increase communication & involvement among current Section, Group and Student Section members. –Offer greater visibility for activities and members. –Provide additional means for promotion/marketing of publication, programs and events. –Utilize as a recruitment tool for increasing membership.

22. Select Track – ASME Resources 22 VOLT Academy: Ensure ASME volunteers have the training needed to assume the leadership positions. The skills gained from such leadership positions can enhance their professional careers.

23. Select Track – ASME Resources 23 Volunteer Opportunities Bulletin Board (VOBB): Strengthen your unit through increased diversity Attract new members Fill open positions more quickly Sort by structure (sector) or category (desired position) Interested volunteers can post their profile on the VOBB Leaders can post available positions and search profiles

24. Select Track – ASME Resources 24 Online Roster: For divisions and sections, unit leaders have access to the online membership roster 24/7 Revised format for ease of use Access to current officer information This data can be used for: –Learning about member changes in unit (address changes, new members) –Demographics studies (where members live, employers, job positions and technical interest) –Phone banks and contact information To gain access, the designated volunteers must sign a conflict of interest form and member data agreement. Both forms are available on the Unit Leadership Resource Center E: Ess Leadership for $200

25. Select Track – ASME Resources 25 Section Roster Download:

26. Select Track – ASME Resources 26 Unit E-mail Messaging:

27. Select Track – ASME Resources 27 Section Newsletter Template: Prepared for use by newsletter editors 10 published per year in Word format Contains articles related to unit activities, special announcements and ASME products and services Space is provided for placement of unit related articles Editors notified each month. The latest template can be found or the Unit Leadership Resources Center or Volunteer Resources pages.

28. Select Track – ASME Resources 28 Unit Forms & Instructions: The following are a few example of forms and instructions essential to leaders: –Volunteer Travel Reimbursement Form –Conflict of Interest Form –Industry Plaque Order Form –Section Officers & Committees Information Form –Unit Operating Budget/Plan & Annual Financial Report Instructions –Section Merit Funding Program Form –Certificate Template –ASME Letterhead

29. Select Track – ASME Resources 29 Manuals, Guides, Handbooks & Policies: NEWStudent Section Handbook (Revised June 2010, replaces ML-1) ML-10Section, Subsection, Group Operations Manual ML-13 Treasurers Manual ML-14Industry Relations Manual ML-15Section Program Handbook P-2.8Appropriations for Sections and Chapters P-5.3Formation and Operation of Section, Subsections & Local Groups P-12.14Use of Member Data P-15.7Ethics P-15.8Conflict of Interest

30. Select Track – ASME Resources 30 Supplies: The following are supplies the unit leader can order through ASME: –Applications & Membership Information Member Application Student Member Application Fellow Kit –Stationery Envelopes –Certificates Student Member Certificate Member Certificate Suitable for Framing (Order Form) Certificate Covers

31. Select Track – ASME Resources 31 Supplies: The following are supplies the unit leader can order through ASME: –Meeting Supplies Pressure Sensitive Nametags Lectern Banner (Paper) Red Arrows for Posters Registration Poster Information Posters Right Path to the Future Poster –Brochures What is a Mechanical Engineer? Mechanical Engineering A-Z The How & Why of Codes and Standards Videos Brochure ASME at a Glance Gain a Competitive Advantage

32. Select Track – ASME Resources 32 Membership Recruitment & Retention Kit: Advice on how to recruit members face to face, including overcoming objections and materials to bring with you. Sample emails and phone scripts for inviting new members to meetings, and encouraging members to renew. The kit is available on the Unit Leadership Resource Center

33. Select Track – ASME Resources 33 Unit Leadership Resources: Presentations –Section Building –The Value of Membership –Volunteer Recruitment –Signing of Contracts –Student Programs Presentation –Style Guide –Coding Presentation for Sections –Conducting Old Guard Competition General Resource Links