State Quarterly Membership Call

Your Indiana State SHRM Membership Leadership Megan Nail, SHRM-SCP, SPHR Director of Membership, Indiana State Council of SHRM 317-237-1403 hrpda.megan.nail@gmail.com Amanda Shettlesworth, SHRM-CP, PHR State Membership Manager for Engagement and Retention Amanda.Shettlesworth@uhsinc.com

Your Indiana State SHRM Membership Committee

Agenda Celebration! Reminders and Updates from SHRM Best Practice Sharing

Congratulations! The numbers are in! Membership Update Congratulations!  The numbers are in! As a state, we have increased our membership by 11% (178 members)!  Most chapters had an increase in membership!  We dropped 174 members from the September 2016 report to the December 2016 report, likely due to the audit process. Please remember to keep your numbers updated throughout the year! Continue to send membership updates to Nicole Hall (Nicole.Hall@shrm.org)

SuperStar Chapters - Increase of 3% or more Membership Update SuperStar Chapters - Increase of 3% or more Chapter Name Percent Increase East Central IN HRA, Inc. 71% HR Prof. Development Assn. 59% Southern Indiana SHRM 38% Northwest Indiana Chapter SHRM 33% Tippecanoe Area HR Assn 19% Blue River SHRM 16% South Central Indiana HRA 9% Michiana Chapter SHRM 8% Wabash Valley HRA 7% Indy SHRM Evansville-Area HRA, Inc. 6% Kosciusko HRA 5% North Central Indiana SHRM 4%

Star Chapters - 0-2.99% increase Membership Update Star Chapters - 0-2.99% increase Chapter Name Percent Increase Northeast Indiana HRA 1% Northern IN HRMA 0%

Reminders and Updates from SHRM

There are ongoing webinars/calls for these groups Core Leadership Areas There are ongoing webinars/calls for these groups Each state council is asked to have the following positions: College Relations Diversity & Inclusion Governmental Affairs SHRM Certification Membership SHRM Foundation Workforce Readiness Chapters should consider these board roles as well Chapter volunteers in CLA roles should have ongoing communication with the state council CLA roles and with each other.

Membership Member Definitions At-large Members At-large member is an individual who is a member of SHRM but is not affiliated with a local chapter. Recruiting at-large members to your chapter is a great way to increase SHRM membership in your chapter. Online membership application includes a required field for indicating chapter membership. Local Members Only (LMOs) An LMO is an individual who belongs to a local chapter but is not a SHRM member. Promote benefits of joining SHRM to your LMOs. Discount offered to first-time SHRM members via a promotional code (0118). Strengthens partnership between SHRM and the chapter.

Membership Member Definitions Primary Members Member of more than one chapter (multi-member) who designates one chapter as the primary chapter (this chapter receives CFSP for the member). Multi-Members Member of SHRM who maintains membership in multiple chapters.  Primary chapter affiliation is with another SHRM affiliate chapter.  A chapter would receive credit for chapter affiliation percentage purposes for multi-members but not for CFSP.

There are ongoing webinars/calls for these groups Membership CLA There are ongoing webinars/calls for these groups Here is a list of 2017 webcasts for Membership CLA Thursday, Feb. 2, @ 4 p.m. ET Thursday, Mar. 23, @ 4 p.m. ET Thursday, May 25, @ 4 p.m. ET Thursday, Aug. 17, @ 4 p.m. ET Thursday, Nov. 2, @ 4 p.m. ET

Volunteer Leaders’ Summit Membership Slides Membership CLA Volunteer Leaders’ Summit Membership Slides Feel free to use these slides (found in the VLRC) for training your chapter membership chairs: Membership Track Fire Up Your Membership Marketing Plan Measuring Membership Success Laws of Member Attraction Successful Practices Shared During Session: Mid-Florida Chapter Membership Presentation Northern Virginia Chapter Membership Presentation Salt Lake Chapter Membership Presentation Seattle Chapter Membership Presentation

Volunteer Leaders’ Summit Membership Slides Membership CLA Volunteer Leaders’ Summit Membership Slides Feel free to use these slides (found in the VLRC) for training your chapter membership chairs: State Council Membership Director Meetings State Council Membership Director Meeting Thursday State Council Membership Director Meeting Friday State Council Membership Director Workshop Flip Chart Notes Member Experience Workshop Mapping Your Member Experience Facilitator Guide Member Experience Workshop Entice Member Experience Workshop Decide Member Experience Workshop Use Member Experience Workshop Support Member Experience Workshop End and Extend State Council Membership Director Meeting Saturday

Why don’t at-large members join chapters? Membership CLA Why don’t at-large members join chapters? Here is a list of the most common responses from survey data: 1. I didn’t know there was a local chapter. 2. No one invited me to join. (They want a personal call or invitation specifically to them.) 3. The chapter’s bylaws prohibit me from becoming a member, even though I am a SHRM member. 4. I attended a chapter meeting and did not feel welcomed. 5. No one responded to my e-mails/phone calls for membership information. 6. The chapter does not meet my needs. 7. I don’t have time to attend—too busy. 8. The chapter’s meetings are on days/times that are not convenient for me. 9. I would participate if the chapter offered more online resources. 10. The program topics were not beneficial to my job.

Why don’t at-large members join chapters? Membership CLA Why don’t at-large members join chapters? Here is a list of the most common responses from survey data: 11. My company will not pay for SHRM and chapter dues. 12. Dues are too expensive for what the chapter offers. 13. Chapter programs do not have very good speakers. 14. Board members seem to be “cliquish.” 15. Too much selling by “vendors” at meetings. (SHRM has a sample non-solicitation policy in the VLRC) 16. The chapter is too large to get to know members personally. 17. Chapter doesn’t do a good job in communicating the benefits of joining.

SHRM Requirements For 100% chapters (chapters requiring SHRM membership to belong to the local chapter): ALL chapter members MUST be SHRM national members in good standing. Non-SHRM member categories are not permitted. 100% chapters are subject to the same minimum membership requirements as stated below for non-100% chapters, depending on the date of the chapter’s affiliation with SHRM. Chapters that do not have 100% SHRM membership will not be considered 100% chapters and will not receive the benefits of being a 100% chapter.

SHRM Requirements For non-100% chapters affiliated with SHRM prior to January 1, 2004: At least ten (10) SHRM national members primarily coded to the chapter or thirty percent (30%) of chapter membership must be active SHRM national members, whichever is GREATER. Chapters that fall below 10 SHRM national members primarily coded to the chapter or below 30% SHRM membership will be at risk of losing their SHRM affiliation.

SHRM Requirements For non-100% chapters affiliated with SHRM on or after January 1, 2004: At least twenty-five (25) SHRM national members primarily coded to the chapter or fifty-one percent (51%) of chapter membership must be active SHRM members, whichever is GREATER. Chapters that fall below 25 SHRM national members primarily coded to the chapter or below 51% SHRM membership will be at risk of losing their SHRM affiliation.

SHRM Requirements For non-100% chapters affiliated with SHRM on or after January 1, 2012: At least twenty-five (25) SHRM national members primarily coded to the chapter AND a minimum of fifty-one percent (51%) of chapter membership must be active SHRM members. Chapters that fall below 25 SHRM national members primarily coded to the chapter and below 51% SHRM membership will be at risk of losing their SHRM affiliation.

Getting Assistance There are four administrators at headquarters with a general number to call: (800) 283-SHRM x 3333; 7 a.m. - 7 p.m. ET. Anyone at that number can assist you with CFSP, rosters, designation forms, etc. The number will take voicemails 24/7 but will only be manned from 7 a.m. - 7 p.m. ET.  E-mail: SHRM.MemberRelations@shrm.org.   This is a generic e-mail inbox that will be accessible by all the Member Engagement Associates. Order SHRM supplies from your Member Engagement Associate. The FSDs don’t keep records, files, or supplies at their home offices.

Your SHRM Staff Contacts Shelly Trent, SHRM-SCP, CAE Shelly.Trent@shrm.org (800) 283-7476, x 6335 Nicole Hall Nicole.Hall@shrm.org (800) 283-7476, x 6324

The VLRC – How to Locate

The VLRC

The VLRC – Videos to Share https://community.shrm.org/vlrc/search?executeSearch=true&CommunitiesList=3fce3c52-fe59-4917-8289-af7d8b4190a9&MicrositesList=f35879ec-5887-4a13-afa4-ec22aa559c5b&SearchTerm=videos&SearchMatch=any Tour SHRM.org Why Volunteer Video Certification Videos Membership Formulas Video How to Use the SHRM Certification App SHRM TV Commercials

The VLRC

The VLRC

Chapter Financial Support Payments (CFSP) The CFSP Program returns a portion of each SHRM member’s dues to the chapter through this program. To be eligible for CFSP consideration, the chapter must complete part 1 of SHAPE which requires: Submit a completed SHAPE Year-End Report by 1/31 of each year and your membership roster if requested. Complete the SHRM Recertification Provider Reaffirmation by December 1. Provide year-end financial results with the SHAPE. 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. Have the payment direct-deposited. Ensure that the current SHRM “AFFILIATE OF” logo is correctly, consistently, and prominently displayed in accordance with the Graphics Standards Manual. Submit chapter’s membership roster for auditing by SHRM staff and periodically request a membership report from our Member Engagement Associate (MEA) to conduct an internal audit. Hold a minimum of four chapter programming events and four chapter board meetings either in person or virtually during the calendar year, including a board transition/training meeting.

Chapter Financial Support Payments (CFSP) SHRM pays chapters and councils several million per year in financial support. Pays each state council at least $2000 per year based on SHRM membership in state. (4,000 SHRM members in state = $4,000; 1,500 members in state = $2,000) The Chapter Financial Support Payment (CFSP) Program returns a portion of each professional (non-student) SHRM national member's dues to the chapter via a quarterly payment for 100% chapters (those chapters who require all members to be members in good standing of SHRM) or a twice-a-year payment for non-100% chapters. $10 per member for non-100% chapters and $25 per member for 100%

Chapter Financial Support Payments (CFSP) Example: Chapter’s 12/31 SHRM Membership Count 2016 250 2015 -200 Difference 50 Net Gain Payment (50 X $25) = $1,250

At-Large Lists and Audits Membership Ideas At-Large Lists and Audits For chapters to request an at-large list, go to https://community.shrm.org/vlrc/viewdocument/chapter-mailing-labe Once they get the at-large list, they should check to see if anyone on that list is actually a member of the chapter.  If so, alert the MEA to code those members to the chapter.  They should check this list on regular basis (at least quarterly) to ensure that the chapter is credited for members. Every month, chapters should send the MEA a list of new chapter members (who are SHRM members) so chapter records can be updated and they get credit for the members. They can request an in-chapter roster from the MEA at least quarterly to see if the chapter records match SHRM’s.  Tell the MEA of any discrepancies.

Membership Resources Membership Recruitment and Retention Tools in VLRC Lists to assist you in contacting at-large members in your chapter area via mail State Council/Chapter Successful Practices Current data – monthly membership report of SHRM members in your chapter Webcasts and conference calls to share practices and challenges with other volunteers and staff Other resources to assist you in the membership section of the VLRC SHRM sends e-mails and mailings to at-large members about local chapters SHRM online membership application has box to fill in chapter membership E-blasts for chapters and state councils

SHRM Affiliate Printing Portal Launched January 3 Offers co-branded collateral – SHRM and your chapter Brochure Flyer Post Card Business Card Promote membership and your events 27

Become a Member of Your Local SHRM Chapter Onboarding E-mail – Become a Member of Your Local SHRM Chapter Top 5 benefits of Joining Your Local SHRM Chapter Video link – what people are saying about their SHRM chapter experience

Member Benefits Flyer This one pager is sent to all conferences and trade shows SHRM participates in.

Member Benefits Guide Sent to members in their 2nd year as a refresh of their member benefits.

Renewal Notice Mailing Insert In renewal notices sent via US mail, inserts are included that promote chapters.

Renewal Notice Mailing Insert – Back

Thank You for Renewing E-mail When members renew, they receive a renewal acknowledgement e-mail with a reminder regarding benefits, including a reference to joining a SHRM chapter

Chapter Locator

Chapter Locator Prospective member e-mail sent directly to Chapter President & CMP

Quarterly Membership Report Sent to State Directors, State Membership Directors, and Chapter Presidents At the bottom of the report are tabs for each state in the region. Compare year-end numbers with current month. Also note member growth/loss and percent change. PLEASE NOTE that LMO numbers are captured only after SHRM conducts an audit. LMO numbers on this report will NOT CHANGE throughout the year. Take notice of these issues: Under 25 SHRM members ? Increase both by getting LMOs into SHRM Percentage of members in chapters ?

Quarterly Membership Report This is from Dec. 2016

Belong to a SHRM-Affiliated Local Chapter Brochure Membership Affiliation Brochure Belong to a SHRM-Affiliated Local Chapter Brochure Brochure is free to chapters and downloadable to hand out at meetings Can request hard copies as well Explains the value of chapter membership to SHRM members Use it to contact at-large members to invite them to become chapter members https://community.shrm.org/vlrc/communityresources/resources/viewdocument?DocumentKey=07766fbe-9850-4cac-a1d8-1097710c3bcf&CommunityKey=3fce3c52-fe59-4917-8289-af7d8b4190a9&tab=librarydocuments

E-Blasts – USE THEM! SHRM offers State Councils, Super Mega chapters, and 100% chapters the opportunity to reach at-large members via e-mail eight times per year New! Non-100% chapters are provided with two SHRM-provided e-mail communications per year (Chapter Promotion E-mail Program) Use online request form in the VLRC SHRM sends the e-blast on your behalf and will make edits as necessary State Councils also receive e-blasts for announcing the state conference to members in their own state

In-Transition Membership SHRM offers a one-time-only benefit of a free one-year continuation of membership to any current member who has been downsized Must already be a member of SHRM Contact SHRM’s Member Care Department for more information Consider offering this option to your own members – great for retention! Also, any members can contact Member Care to request quarterly payments on a credit card.

Best Practice Sharing

Questions? Discussion?