2. 1 The Pre Production Meeting: How to create successful chapter programming Speaker:Brian Greenberg, CPCM, Fellow San Diego Chapter

3. 2 Overview What does NCMA expect from chapters? How do I develop our plan? How do I implement our plan? How do I develop the budget?

4. 3 What NCMA Expects From Chapters

5. 4 What NCMA expects from Chapters Carry out the NCMA brand recognition Assist in Recruiting and Retaining Members Serve your Chapter Members

6. 5 Chapters Should Provide… Educational Opportunities Networking and Social Opportunities Business Opportunities Career Enhancing and Career Matching Opportunities Leadership Opportunities

7. 6 How Do I Develop Our Chapter Plan

8. 7 Create Your Chapter Annual Plan Have a Vision! –The Chapter is a member benefit that adds value to the Association by providing opportunities to members for networking, information on the profession, and educational forums that lead to career enhancement, in a local setting, tailored to local needs. Taken together, Chapters provide the distribution capability of the Association to accomplish the Association's goals. Chapters deliver the Association's message to the grass roots members of the profession.

9. 8 Create Your Chapter Annual Plan Think Strategically – Put your business degree to use! – Create a Short and Long Term plan – Develop relationships within the community – Recruiting & Retention Plan – Develop succession plan – Communicate frequently

10. 9 Practice Performance Based Chapter Management You are not just a chapter… –You are a business with employees and customers Ask yourself… –What are the goals AND How do we achieve them? Operate the same as last year Don’t lose money Increase attendance by 25% Get the top Graalman Award Get everyone to attend 1 event at least once Pay for 3 people to attend a leadership conference Increase the cash reserves by 50% Identify 5 new volunteers

11. 10 Important Things to Remember Have fun! Know your customers Avoid being the “hero” - grow volunteer base Recognize your volunteers Change the routine, especially if it’s not working

12. 11 Important Things to Remember Be prepared – Plan ahead Be creative – Think out of the box Don’t be afraid to earn money Don’t be afraid to spend money Be the best you can be Have fun!

13. 12 How Do I Implement Our Plan

14. 13 Your NCMA Calendar MonthGoals June- Transition duties to new board members - Send out Chapter surveys July- Two hour planning meeting - Visit key stakeholders to solicit input - Prepare to turn in Annual Chapter Report and Financial Reports August- Attend Leadership Summit - Finalize the plan - Prepare for September kick off event

15. 14 Your NCMA Calendar MonthGoals January- Attend Mid Year Leadership Conference March- Identify ballot for BOD candidates April- Hold chapter elections May- Turn in Chapter volunteer roster to NCMA HQ

16. 15 What products/services do you offer Breakfast, Lunch, Happy Hour, Dinner Meetings NES seminar, Audio Seminars, Webinars 2 or 4 hour seminarsFull day seminars 2 day conferencesWorkshops before meetings Social or networking eventsCertification study groups Resource libraries for certification study guides and other material Contracts Administrator Round Table Meetings (C.A.R.T) Scholarship ProgramsUniversity Outreach Women’s Forum

17. 16 What Do You Do First? Early July Chapter Board Meeting – Let the chapter buy breakfast or lunch – Review the Year-end Financials – Prepare to turn in your annual report and financial report

18. 17 What Do You Do First? You need a plan (or two, or three) – Assess last year – SWOT analysis – Discuss the great ideas you heard at the Leadership conference or Mid Year – Set goals for the coming year – Set time lines and tasks and assign responsibilities

19. 18 What Do You Do First? Communicate with your membership – Send out a survey – Poll member interests – Provide information about upcoming program year as far in advance as possible

20. 19 What Do You Do First? You need a cash flow plan Talk to local agency and industry leaders –What are their training needs? –Will they support their employees attending chapter events? –Will they speak at chapter meetings?

21. 20 What Do You Do First? Early August Chapter Board Meeting – Review the survey results and decide on what, when, where and how much – Finalize the events and dates – Finalize the Cash Flow Plan – Focus on your September event – Get the word out to the members

22. 21 How Do I Develop a Budget

23. 22 Set Financial Goals How do we pay the bills? –Break even? –Build reserves? –Create wealth to support and expand initiatives

24. 23 NCMA Chapter Guide Do you know where your copy is? –Useful guidebook for chapter volunteers Not perfect Not all inclusive But pretty darn good –Available on the NCMA Resource Page

25. 24 Chapter Annual Report Objectives: The chapter’s annual report demonstrates how the chapter: –provided value to members, –connected NCMA and members, and –operated effectively.

26. 25 What Tools Do You Use?

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33. 32 Now… Let’s get started!

34. 33 By The Way… HAVE FUN!

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