1. WBN CHAPTER CHALLENGE Peggy Bianchi peggy@newstepsrehab.comcastbiz.net

2.  Objectives  Attendee will gain an understanding of the purpose of the Chapter Challenge  Attendee will learn which WBN activities meet the requirements for Chapter Challenge  Attendee will learn how to track and record designated Chapter Challenge activities

3. Purpose of Chapter Challenge 1.Encourage Chapter members to work as a team toward a common goal. 2.Encourage members to participate in WBN networking opportunities to take full advantage of their membership. 3.Encourage members to take on leadership roles within WBN.

4. Which WBN activities meet the requirements for Chapter Challenge 1.New Chapter formation 2.Chapter Growth 3.Member Recruiting 4.WBN Board and Committee Participation 5.Chapter Rep Participation 6.Single Member Participation 7.Networking Events 8.Hosting Events 9.Leadership Training 10.Chapter Support of a Local Charity 11.Newsletter Submission 12.Visiting other Chapters 13.Speaking at a WBN/Chapter Event

5. Getting Started 1.Designate a Chapter member to be in charge of the Chapter Challenge data.  Can be any Chapter member 2.Make sure the Chapter Challenge is included on the agenda at one of the bi-monthly meetings. 3.Review the requirement list to see if any have been met by a Chapter member. 4.Track the Chapter membership number monthly. 5.Record the data on the Chapter Challenge form.

6. COMPLETING THE FORM 1. Enter Chapter name in the top left corner 2. New Chapter New Chapter (N/A for existing chapters)Enter the date your chapter was formed. Earn 1 point for beginning a new Chapter. (1st Full Year) Date Chapter was formed: (if 2014/15 challenge year) 1 point Pittsburgh West Enter Chapter Name Above

7. Chapter Growth 11 Net Chapter Growth - Enter the number of chapter members as of Oct 22, 2014. Enter the number of chapter members at the close of the Chapter Challenge. Earn 1 point for every 2-member growth for a maximum of 3 points. Number of members as of October 22, 2014: Number of members as of October 21, 2015: Net Chapter Growth: 13 2 List exiting members in the appropriate quarter. Enter names separated by commas. L. Smith List new members in the appropriate quarter. Enter names separated by commas. B. Jones T. Brown S. Coffee Q1Q2Q3Q4 NovDecJanFebMarAprMayJuneJulAugSeptOct List members by first initial and last name. 1 point

8. Chapter Recruiting Events Chapter Recruiting Event(s) Enter the dates of each recruiting event. Earn 1 point for each recruiting event for a maximum of 2 points. Date of first recruiting event: Date of second recruiting event: January 15, 2015 May 5, 2015 1 point 1 point Recruiting events can be held on your regular meeting days, they do not need to be a separate event, unless you want to. $200 is available to each chapter from WBN to help defray the costs of marketing and the recruiting event. Please let Donna Cheswick (dcheswick@medallion-wealth.com) know when your recruiting events are being held so she can advertise the date in your local paper.

9. Chapter Rep and Board of Directors Participation Earn 1 point for each member on the Board of Directors or Board of Directors appointed committee for a maximum of 2 points. Enter the member name(s) below. Fill in the position and date joined BOD J. Stairs Position: Corresponding Secretary Date Joined: 11-1-14 1 point S. Smith Position: Recording Secretary Date Joined:12-5-14 1 point Point of clarification: The Chapter Rep position is not a member of the Board and does not qualify for a point. A Board member may be serving as the Chapter Rep for her Chapter but she only earns a point for being a Board member.

10. Chapter Rep Meeting Attendance Place an X for each month attended Must attend at least 8 meetings to earn 1 point Enter name(s) of Chapter Rep in the appropriate quarter. Separate multiple names with a comma. Q1Q2Q3Q4 NovDecJanFebMarAprMayJuneJulAugSeptOct X X X X X X X X T. Edwards D. Gordon 1 point If a Chapter member attends in the absence of the Chapter Rep, it does not count as the Chapter Rep attending a meeting. The member’s attendance would be counted as “Other Chapter Member” attending.

11. Enter up to 3 member names below and place an X in the month the meeting was attended. Earn 1 point if member(s) attended 3 or more meetings. Enter name(s) below Other Chapter Member(s) attending Chapter Rap and/or Board Meetings J. Brown X X S. Martin X C. Lively X Q1Q2Q3Q4 NovDecJanFebMarAprMayJuneJulAugSeptOct

12. Networking and Hosting Events Enter the total number of chapter members at the time of the event and the number of attendees. Earn 1 point if at least 25% of your chapter members attended the event. For The Retreat a Chapter does not need to meet the 25% attendance requirement. Only one (1) Chapter member needs to attend to earn 1 point.

13. Holiday Breakfast Total number Members Number attended % 16 5 31% Annual Retreat - enter 1 point if any Member attends Name of Attendee J. Smith Regional Focus Event - Spring Total number Members Number attended % Annual Dinner Total Number Members Number attended % Regional Focus Event - Fall Total Number Members Number attended % 1 Point 1 Point 1 point 1 point 1 point

14. Enter the event hosted by your chapter and the date of the event. Earn up to 1 point. Hosting an Event Event: Holiday Breakfast Date: December 4, 2014 1 point The following are events your Chapter can host: 1.Holiday Breakfast 2.Retreat 3.Regional Focus – Spring 4.Annual Dinner 5.Regional Focus – Fall If you Chapter is interested in hosting any of these events, please contact Rose Morozowich at rmorozowich@Comcast.net.

15. Education and Interaction Leadership Training Session Enter names and titles of 2/3 of the Chapter officers who attended the training. Earn 1 point for 2/3 of officers attending. *Note: Officers include Chapter Rep, Chair and Secretary. Chapters may choose to share the officer positions. Officer:J. Smith Title:Chair Officer:B. Jones Title:Secretary I point if 2/3 of officers attend Additional Member Attends Leadership Training Enter name of member. Earn up to 1 point. Name:

16. Enter the name of the charity (cannot be the WBN Service Project Charity). Earn up to 1 point Charity: Dress For Success Participation in a Local Charity 1 point

17. Enter the month that newsletter article was submitted. Earn 1 point Month of newsletter submission: 1 point October

18. Members visiting other Chapters Enter the member name, the chapter visited, and date. Earn 1 point for each member visiting another chapter for up to 2 points. J. SmithChapter DowntownDate October 22 Chapter Date 1 Point The same member can visit two Chapters.

19. Enter the member name, topic (cannot be a presentation of your business), and the event. Earn up to 1 point Speak at WBN event or another Chapter NameTopicEvent B. Ross Power Point Presentations Annual Retreat 1 point Other opportunities to Speak may include the Leadership Training, Regional Focus Groups, at an other Chapter (e.g. Chapter Challenge, Bylaws, etc.) or doing a webinar presentation.

20. Enter date that this form is submitted and check box for email or fax. Earn 1 point for submitting by 11:59pm Oct 21, 2015 to Challenge Chair. Last date to submit this form is October 28 th. Form submitted by deadline Email: X Fax: Date Submitted: Oct. 9, 2015 AWARD LEVEL KEY Platinum = 20 points Gold = 17 points Silver = 13 points Bronze = 10 points Total Chapter Challenge Points: 14 1 point