SHRM GA State Volunteer Leaders Summit: Chapter Operations: the Basics and Beyond January 18, 2019

SHRM GA State Volunteer Leaders Summit: Special Thanks to Our Sponsors

SHRM GA State Volunteer Leaders Summit: Chapter Operations: the Basics SHRM Board of Directors Staff Leadership / Support Membership Advisory Council Interface between volunteer leaders and SHRM Board One elected representative from each of the five Regions Special Expertise Panels Members identify emerging trends in specific topic areas Provide expert advice on matters of professional significance Provide guidance on public policy issues Be on the cutting edge through access to early information on emerging trends and issues: Ethics/CSR Global Technology & HR Management Labor Relations Talent Acquisition Diversity & Inclusion HR Disciplines : Organizational Development Compensation Benefits Employee Health, Safety & Security Employee Relations Regional Councils Five councils comprised of state council directors in each region Provides channels of communication Serves as liaison with business leaders and SHRM MEMBERS State Councils Structure for key volunteer leaders in the state to adopt and promote SHRM initiatives Channel of communication between chapters and regional councils Serves all HR professionals in the state, by promoting chapter membership and local professional development Local Chapters Forum for personal and professional development Opportunity for local members to develop leadership skills Focus on current HR management issues Entry point for introducing HR professionals to SHRM

SHRM GA State Volunteer Leaders Summit: Chapter Operations: the Basics SHRM Regional Team Volunteer Leaders’ Resource Center (VLRC) Governance Chapter Leadership Membership Logo Identification SHRM Pinnacle Award Program Chapter Programming

SHRM GA State Volunteer Leaders Summit: Chapter Operations: the Basics CHAPTER OPERATIONS – SHRM Regional Team

SHRM GA State Volunteer Leaders Summit: Chapter Operations: the Basics CHAPTER OPERATIONS – SHRM Regional Team Felix Massey Tiffany Brown Field Services Director, Southeast Member Engagement Associate (MEA) felix.massey@shrm.org Tiffany.Brown@shrm.org 703-535-6293 703-535-6064

SHRM GA State Volunteer Leaders Summit: Chapter Operations: the Basics CHAPTER OPERATIONS – Volunteer Leaders’ Resource Center (VLRC)

SHRM GA State Volunteer Leaders Summit: Chapter Operations: the Basics CHAPTER OPERATIONS – Governance Chapter Bylaws Chapter Charter Code of Ethics Incorporation –Articles of Incorporation

SHRM GA State Volunteer Leaders Summit: Chapter Operations: the Basics CHAPTER OPERATIONS – Chapter Leadership SHRM Membership Requirement Leadership Positions Position Descriptions Board Meetings – at least four per year Board Communications Board Approvals Chapter email address (all business and SHRM contact)

SHRM GA State Volunteer Leaders Summit: Chapter Operations: the Basics CHAPTER OPERATIONS – Membership SHRM Affiliation Requirement Non-100 Percent Chapters 100 Percent Chapters Membership Directory New Member Orientation Member Needs Assessment/Member Surveys Member Recruitment and Retention Membership Reporting Chapter Rosters Members Audits SHRM Membership Applications Membership Promotional Materials

SHRM GA State Volunteer Leaders Summit: Chapter Operations: the Basics CHAPTER OPERATIONS – Chapter Financial Management Chapter Financial Support Payment Program (CFSP) SHRM members active and coded to the chapter as of December 31 Non-100% Chapters – payments two time per year - $5 for each professional SHRM member primarily coded to the chapter 100% Chapters – payments quarterly - $6.25 for each professional SHRM member primarily coded to the chapter Net Gains = total current SHRM members minus last year SHRM members multiplied by $25 Direct Deposit

SHRM GA State Volunteer Leaders Summit: Chapter Operations: the Basics CHAPTER OPERATIONS – Logo Identification Chapter Logo SHRM “Affiliate of” Logo SHRM Graphics Standards Manual for Affiliates

SHRM GA State Volunteer Leaders Summit: Chapter Operations: the Basics CHAPTER OPERATIONS – SHRM Communications SHRM Volunteer Update – monthly for volunteers Your SHRM Chapter Exclusive – monthly for chapter presidents Rolling PowerPoint Presentations – quarterly for use by chapters

SHRM GA State Volunteer Leaders Summit: Chapter Operations: the Basics CHAPTER OPERATIONS – Chapter Communications Newsletters Websites SHRM Affiliate Website Program Interfacing with Local Media Monthly Rolling PowerPoint (SHRM, SHRMGA, Chapter)

SHRM GA State Volunteer Leaders Summit: Chapter Operations: the Basics CHAPTER OPERATIONS – Deadlines Chapter Leader Information Form (CLIF) – December 1 SHRM Affiliate Program for Excellence (SHAPE) year-end report – January 31 Excel Award application – March 15

SHRM GA State Volunteer Leaders Summit: Chapter Operations: the Basics CHAPTER OPERATIONS – Chapter Leader Information Form (CLIF) The Chapter Leader Information Form (CLIF) provides SHRM with a list of the chapter's board members. Please create a username and password as the first step in completing your CLIF. Please contact a member of your regional team with any questions or concerns. Submission Deadline: December 1.

SHRM GA State Volunteer Leaders Summit: Chapter Operations: the Basics CHAPTER OPERATIONS – SHRM Affiliate Program for Excellence (SHAPE) The SHAPE year-end report is a checklist of 12 items in two parts. Completing all items in Section 1 is required of all chapters to remain in "good standing." Section 2 is optional however, all items in Section 1 and Section 2 must be completed to qualify for an Excel Award and later, a Pinnacle Award. Submission Deadline: January 31, 2019. The Chapter SHAPE Workbook is a valuable planning tool for your chapter.

SHRM GA State Volunteer Leaders Summit: Chapter Operations: the Basics CHAPTER OPERATIONS – Excel Award Application Once you have completed Sections I and II of the Chapter SHAPE report, you have the option to apply for an Excel Award. Excel Award Application Deadline: March 15. Note: Your Excel Award application may be submitted any time following successful submission of both Section I and II in SHAPE, but no later than the March 15 deadline. View the SHRM Excel Awards Workbook for information about eligibility and applying for an award before the upcoming deadline. 

SHRM GA State Volunteer Leaders Summit: Chapter Operations: the Basics CHAPTER OPERATIONS – SHRM Pinnacle Award The SHRM Pinnacle Award Program is an annual recognition program honoring the highest achievements in affiliate development and contributions that serve HR professionals, advance the HR profession and enhance the SHRM community. SHRM chapters and state councils are encouraged to apply for a Pinnacle Award for innovative projects created and implemented by your SHRM affiliate. Application Window: June 1 - September 1

SHRM GA State Volunteer Leaders Summit: Chapter Operations: the Basics CHAPTER OPERATIONS – Reaffirmation Statements In order for chapters to remain SHRM Recertification Providers, the point of contact for the SHRM Provider program must submit the annual Reaffirmation. Please contact the SHRM Recertification Provider team at 703-535-6250. Your Field Services Director can also assist with any questions that you may have regarding the Reaffirmation requirement.

SHRM GA State Volunteer Leaders Summit: Chapter Operations: the Basics CHAPTER OPERATIONS – Chapter Programming Hold Minimum of Four Chapter Programming Events Per Year Chapter Speaker Program Conferences and Special Events

SHRM GA State Volunteer Leaders Summit: Chapter Operations: the Basics CHAPTER OPERATIONS – SHRM Certification SHRM Recertification Provider Certification Study Guides SHRM Learning System Actively Promote SHRM Certification and Recertification

SHRM GA State Volunteer Leaders Summit: Chapter Operations: the Basics CHAPTER OPERATIONS – SHRM Certification Always Use SHRM-CP or SHRM-SCP (not just CP or SCP) Protocol for Certifications added to member’s names – Name, Education, most recent certifications. SHRM PDC’s listed first on brochures and meeting notices Use the SHRM Recertification Provider seal for 2019 Use the SHRM Recertification wording to your advantage Complete Reaffirmation process by November 15 SHRM Learning System

SHRM GA State Volunteer Leaders Summit: Chapter Operations: the Basics CHAPTER OPERATIONS – SHRM Foundation Awareness of SHRM Foundation Benefits and Initiatives SHRM Foundation Monetary Support by Chapter SHRM Foundation Chapter Champion

SHRM GA State Volunteer Leaders Summit: Chapter Operations: the Basics CHAPTER OPERATIONS – SHRM Foundation Chapter Champion Make a monetary donation from your chapter funds and complete the following: Encourage board members and invite all chapter members to join Team Empower by making an individual annual donation of $30 or more and pledging to volunteer to support the SHRM Foundation’s annual initiative. shrmfoundation.org/TeamEmpower Host a fundraising event to benefit the SHRM Foundation

SHRM GA State Volunteer Leaders Summit: Chapter Operations: the Basics CHAPTER OPERATIONS – BEYOND THE BASICS Succession Planning Leadership Development SHRM Volunteer Leadership Summit (VLS) SHRM GA Leadership Summit Volunteer Leader Webcast Series Core Leadership Area Conference Calls Volunteer Opportunities Center Strategic Planning

SHRM GA State Volunteer Leaders Summit: Chapter Operations: the Basics CHAPTER OPERATIONS – Q n A

SHRM GA State Volunteer Leaders Summit: Chapter Operations: the Basics Thank You! Claudia C. Cooper Greater Henry SHRM, President claudia.cooper@hcwa.com henrycountyshrm@gmail.com