Debi Kuchka-Craig, FHFMA Chapters 2.0 Final Report June 11, 2018 Debi Kuchka-Craig, FHFMA

Chapters 2.0 Goal: Increase value for members, reduce administrative burden on volunteers, and create an exceptional leadership experience for volunteers. Launched: March 2015 Task Forces Defining Success Regional Executives Unified Data Set Administrative Support Defining Local Education Programming Governance/Leadership Leadership Training

Chapters 2.0 Update Defining Success – Complete Success measures and principles used by all 2.0 task forces to guide their work. Regional Executives – Complete Clearly defined role of RE, RE2 and RE3. Consistent selection process adopted by all regions.

Administrative Support – Complete Guiding principle of reducing administrative burden  recommendation and decision to adopt one centralized event management system - Cvent Replaces Program Planning Tool Standard templates for marketing and event registration Single sign-on Payment processing Automated Event Evaluations Speaker database Member data integrates with AMS All chapters and regions will be up and running on Cvent for F18-19 chapter year. Final recommendation includes future standardized website and webinar platforms.

Unified Data Set - Complete Value Proposition: Create and maintain a unified data set to support, enable, and measure chapter success. Enhanced/expanded data to assist chapters leaders in data-driven decisions, better understanding of their members and potential members, and to drive value. Comprehensive Consistent Easily Accessible Standardized Build dashboards during F19 as we gather data through CVent

Defining Local Task Force - Complete “Local” defined as: Local is the glue between members and HFMA Nurtures the relationship and creates connectivity with our members Provides opportunities for developing strong peer relationships Attaches relevance to national issues to support local implementation Trends and takeaways from chapter interviews: Greater opportunity for collaboration across regions and chapters Boundaries create silos – metrics are driven by silos Create more flexibility at the local level

Education Programming - Complete Recommendations: Develop a national committee as a resource to chapters to assist in planning and developing content to be customized at the local level and delivered. Recommend topics and speakers, recommend delivery methods, assist in communication. Clarifications: Committee volunteers are not just advisory, but a proactive/interactive role as well as advisor to individual chapters Be sensitive to local speaker/sponsorship relationships when identifying speakers Improve and expand toolkits; create “how to” videos and marketing templates Establish success metrics: engagement, quality of programming

Governance/Leadership – Complete Local – supported by non-local and national, flexible/nimble with responsibility for: Delivery of services Engagement of members/not-yet members Collaborating on critical issues at the local level Non-local – centralized governance, cohesiveness that provides standardization for education development, technology, leverage across the “locals”, representative to national education committee, accountable for success of all locals within their “non- local.”

Local and Non-Local – Education Example Education Chair Education Committee Member Focus-volunteers Vice President Education Education Chairs Education Committee Member Focus-volunteers COMMUNITY (Local) CHAPTER (Non-Local) Education Chair oversees education at community level and serves on Education Team at Chapter level VP Education oversees education at chapter level and brings community chairs together to oversee/monitor/ support education delivered throughout the chapter.

1. Community/Chapters Example – Statewide Large Community CAH Teams –within a defined geography Not all positions exist in each locale Large Metro Area Education Chapter Governance Community Chairs* (E,N,G,T,S) Networking Engagement Sponsorship Treasury Large Community *Committee Chairs from local communities meet with chapter VP’s for purposes of planning and ensuring work is not duplicated between communities and the chapter Large Metro Area

2. Community/Chapter Example – Existing Region Large Community CAH Teams –within a defined geography Current Chapter Not all positions exist in each locale (Region) Chapter Governance Community Chairs* (E,N,G,T,S) Education Networking Engagement Sponsorship Treasury *Committee Chairs from local communities meet with Chapter VPs for purposes of planning and ensuring work is not duplicated between communities and the chapter. Current Chapter Current Chapter

Benefits – Redesign of Governance/Leadership Opportunities to consolidate geographies that are challenged to serve members through local teams (communities) focused on education and engagement without the burden of governance structure. Chapter Leadership can determine what roles are needed in each community. Potential to reach more communities that are underserved today Allows for different levels of volunteer involvement and developmental opportunities Focus-volunteers – work on a specific project or task – gives them an opportunity to contribute without the time commitment to move through the succession process Individuals wanting to serve in leadership roles will continue to have a pathway

MEMBER Chapter Competencies Community Competencies PARTICIPATES INDUSTRY SME Demonstrates Expertise Outcome: Giving Back Chapter Competencies •Financial Acumen •Strategic Thinking •Collaboration •Listening •Facilitation •Team Building •Consensus Building CHAPTER OPPORTUNITIES COMMUNITY OPPORTUNITIES MEMBER STRATEGIC LEADER ADVOCATE PARTICIPATES Board Officer/Director, Vice President Outcome: Leadership Development Task-focused, Micro-volunteers Outcome: Engagement Outcome: Learning, Connecting Community Competencies •Communication •Strategic Thinking •Project Management •Time Management •Writing •Mentoring CHAMPION Community Chair, Committee Members Outcome: Professional Development

Governance/Leadership Guiding Principles Existing chapters and regions will determine if there is a need to redesign their geographic area to better serve member needs and create meaningful volunteer opportunities and experiences. Not one size fits all – organic, evolutionary process Utilize CAT-like facilitation to work with regions/chapters to discuss potential benefits, review local market needs, SWOT analysis, planning at FPM 2018.

Leadership Training – Complete Reviewed roles, responsibilities and competencies Developed cross-walk to current training Identified gaps and recommends: Training for volunteer leaders on how to recruit and engage volunteers in different ways – “focus-volunteers”, community team members and subject matter experts Toolkits/job aids for RE’s and chapter leaders to take LTC education back to their chapters/communities Develop an assessment for volunteers to identify leadership development opportunities based on the competency framework

Chapters 2.0 – Revisiting The Goal Goal: Increase value for members, reduce administrative burden on volunteers, and create an exceptional leadership experience for volunteers. Improve the quality of content development & delivery (Education Programming Committee and Governance Leadership) Create the picture of the member and their engagement at all levels of the organization (Cvent and Unified Data Set) Reduce administrative burden (Cvent) Create opportunities for volunteer leaders to engage in ways that work for them (Governance/Leadership) The right people on the bus (Regional Executive role definition and selection process; Governance/Leadership) Reduce non-value add work and move to more centralized functions (Defining Local)

Next Steps Present final recommendations to Regional Executive Council and Board of Directors (April 15-16) Share final report with 2.0 Steering Committee and Task Forces (June 4) Share final report with chapter leaders (June 11) Administrative Support Continue implementation of Cvent with all chapters/regions utilizing platform for F2018-19 (in process) Discuss webinar platform and pricing with Regional Executive Council (June 24) Identify solution, timing and cost for chapter website standardization and discuss with Regional Executive Council and Board of Directors (F2018-19)

Next Steps (Cont’d) Unified Data Set recommendations are being utilized in development of dashboards (up and running in F2018-19) Education Programming charter is being developed and will be brought to the Regional Executive Council for review and approval. Anticipate task force meetings to begin in fall 2018. Governance Leadership recommendations will be discussed with chapter and regional leaders at Fall Presidents Meeting (Sept 16-17) Leadership Training recommendations will be implemented throughout F2018-19