For Chapter Officers, Directors and Chairs

For Chapter Officers, Directors and Chairs
Chapter Logo goes here New Board Orientation For Chapter Officers, Directors and Chairs Name of Chapter • Presenter’s Name and Credential/Title • Date

Welcome to SHRM! Welcome to your leadership position in our Chapter and SHRM! This presentation is designed to guide you in your new role as a volunteer leader. It will give you an overview of SHRM’s and our Chapter’s organization, mission, and services. Your work as a volunteer leader is vital in helping SHRM realize its goals as a professional human resources association.

About SHRM Overview The Society for Human Resource Management (SHRM) is the world’s largest association devoted to human resource management. Founded in 1948, SHRM currently has more than 575 affiliated professional chapters and 400 student chapters. SHRM headquarters is in Alexandria, VA. SHRM has more than 280,000 professional and student members in more than 140 countries. SHRM has about 400 staff members and more than 6,000 volunteer leaders! Visit SHRM Online at

About SHRM SHRM’s Vision SHRM is a preeminent and globally-recognized authority whose leadership, perspective, resources, and expertise are sought and utilized to address the most pressing current and emerging human resource management issues.

About SHRM SHRM’s Mission SHRM is a globally recognized HR professional society that exists to develop and serve the HR professional, and advance and lead the HR profession. SHRM provides education, thought leadership, certification, community, and advocacy to enhance the practice of human resource management and the effectiveness of HR professionals in the organizations and communities they serve.

About SHRM SHRM’s Strategy SHRM’s strategy is to serve HR professionals and their organizations, and to advance the HR profession by having the largest and most globally-recognized membership society; having the most vetted and trusted content; offering the preeminent HR certification; providing leadership in HR competency-based professional development and resources; and expanding our brand positioning through executive-level engagement. Financially, SHRM operates at a sustainable margin and uses its resources judiciously to invest in the profession.

About SHRM SHRM’s Value Proposition SHRM is the largest HR professional society in the world providing trusted content, insights, and expertise that human resource professionals, businesses, and legislators rely on to address business challenges. To serve the needs of its growing global membership, SHRM delivers the latest knowledge and timely information resources; it advocates on behalf of the HR profession; and it creates an HR community dedicated to resolving business issues and improving organizational performance through HR best practices.

(NETWORK OF CHAPTERS, STATE & REGIONAL COUNCILS & MAC)
About SHRM SHRM’s Volunteer Leadership Structure (NETWORK OF CHAPTERS, STATE & REGIONAL COUNCILS & MAC) Members SHRM is “profession-focused, member-driven, volunteer-led, and staff-managed.” The very structure of SHRM and the involvement of the volunteer leaders support this position. Each of these entities plays an integral part in the success of SHRM – let’s talk about each one in more detail.

Membership Advisory Council
Our Chapter SHRM Local Chapter Affiliates Our Chapter is one of a network of 575 affiliated SHRM chapters Our chapter serves to provide local networking and professional development opportunities for our members Each chapter reports to into a State Council; our chapter president is our representative to the State Council Membership Advisory Council Regional Councils State Councils Local Chapters

Our State Council SHRM State Council Affiliates Each state is governed by a state council with a state council director, who reports up to a regional council. State councils typically hold quarterly meetings for members to discuss issues and challenges, pending legislation, the HR profession, and how SHRM supports these. State councils engage in activities that raise the visibility and credibility of the HR profession and SHRM in the state. Membership Advisory Council Regional Councils State Councils Local Chapters

Our State Council State Information [Insert information about your state council here, such as state director’ name, state council web site, number of chapters in the state, number of award winning chapters, number of members in the state, number of certified members in the state, and names of chapter members who serve on the state council.]

Our State Council State Events SHAPE Section II; Item 1: A chapter board member will participate in at least 75% of state council meetings and conference calls, including representation at the state/regional affiliate leadership conference/events (if one is held). [Insert information about your state events here (i.e., state leadership conference; state conference; state council meetings; etc.)]

Our Regional Council SHRM Regional Councils Each of the five geographic regions in the U.S. has a regional council, composed of the state council directors. The regional council provides a structure for state directors and state directors-elect to work together with SHRM staff. SHRM staff facilitates successful practice-sharing among state councils to achieve SHRM’s strategic priorities. Regional councils provide guidance and assistance to state councils and chapters. Membership Advisory Council Regional Councils State Councils Local Chapters

Our Regional Council SHRM’s Five Geographic Regions

SHRM Membership Advisory Council
MAC The MAC is composed of five elected volunteer representatives, one from each of the regions. Serves as an interface and two-way channel of communication between the volunteer leaders and the SHRM Board of Directors. Provides input from the membership to the SHRM Board of Directors and feedback from the SHRM Board to the membership; and provides operational input to SHRM to ensure optimum service/support to and from the volunteer leadership. Membership Advisory Council Regional Councils State Councils Local Chapters

2017 Membership Advisory Council
MAC North Central Region Angela Brawdy, SHRM-SCP, SPHR (Indiana) Northeast Region Laraine Knauss, SHRM-SCP, SPHR (Pennsylvania) Southeast Region Sharon Sellers, SHRM-SCP, SPHR, GPHR (South Carolina) Southwest Central Region Denise Montoya, PhD, SHRM-SCP, SPHR (New Mexico) Pacific West Region Roshelle Pavlin, SHRM-SCP, SPHR (Washington)

SHRM Board of Directors
The Board of Directors provides leadership for SHRM by: Upholding SHRM's vision, purpose and values; Setting the broad policies, direction and priorities of the organization; Ensuring that SHRM has highly effective leadership; Providing fiduciary oversight; and Maintaining the integrity of SHRM services and products developed for the benefit of SHRM members. Coretha M. Rushing, SHRM-SCP 2017 SHRM Board Chair Senior Vice President & Chief Human Resources Officer Equifax Inc. :: Atlanta, GA

SHRM Executive Team Henry (Hank) Jackson, CPA President/CEO
J. Robert Carr, JD, SHRM-SCP SVP, Membership, Marketing & External Affairs Elissa O’Brien, SHRM-SCP VP of Membership

SHRM Regional Teams Field Services Directors (FSDs)
Main point of contact for State Councils, Chapters, and other SHRM members in their respective states/territories Communicate and promote SHRM vision, mission and strategic priorities Ensure that chapters maintain affiliation standards and guide them in growing membership and achieving excellence Find our FSD at: SHRM » Communities » SHRM Regions, State Councils, MAC

SHRM Regional Teams Member Engagement Associates (MEA)
Are the primary contact for: Chapter rosters and member lists; audits At-large labels Primary Chapter Designation forms Auditing and CFSP payment issues Any documents you need mailed to you Promotional materials General questions Find our MEA at: SHRM » Communities » SHRM Regions, State Councils, MAC

SHRM Staff – Regional Teams
Divisional Directors Susan Post, SHRM-SCP, CAE Divisional Director – East Martha Ramirez, SHRM-SCP, CAE Divisional Director – Central Retain only “SHRM Staff – Regional Teams” slide that is applicable to your state; delete unnecessary slides and information Jon Decoteau, SHRM-SCP Divisional Director – West

Member Engagement Associates Crystal Adair Member Engagement Associate (MEA) AL, Bahamas, Bermuda, CT, DE, FL, GA, MA, MD, DC, ME, NC, NH, NJ, NY, OH, PA, Puerto Rico, RI, SC, VA, VT, WV Kimberly Goodwin Member Engagement Associate (MEA) AK, AZ, CA, CO, Guam, HI, ID, MT, NM, VN, CNMI, OR, UT, WA, WY Retain only “SHRM Staff – Regional Teams” slide that is applicable to your state; delete unnecessary slides and information Nicole Hall Member Engagement Associate (MEA) AR, IA, IL, IN, KS, KY, LA, MI, MN, MO, MS, ND, NE, OK, SD, TN, TX, WI Tiffany Brown Member Engagement Associate (MEA) AL, FL, GA, KY, MO, MS, NC, SC, TN, Bahamas, Bermuda

Northeast Regional Team Susan Post, SHRM-SCP, CAE Field Services Director – NY Phyllis Shurn-Hannah, SHRM-SCP Field Services Director – DC, DE, MD, NJ, PA, VA, WV Retain only “SHRM Staff – Regional Teams” slide that is applicable to your state; delete unnecessary slides and information Dan Griffiths, SHRM-CP Field Services Director – CT, MA, ME, NH, OH, RI, VT

Southeast Regional Team Dorothy Knapp, SHRM-SCP Field Services Director – AL, FL, GA, NC, SC, Puerto Rico, Bermuda & Bahamas Shelly Trent, SHRM-SCP, CAE Field Services Director – IN, KY, MI, MO, TN, WI Retain only “SHRM Staff – Regional Teams” slide that is applicable to your state; delete unnecessary slides and information Sherry Johnson, SHRM-SCP, CAE Field Services Director – AR, LA, MS, OK, TX Phyllis Shurn-Hannah, SHRM-SCP Field Services Director – DC, DE, MD, NJ, PA, VA, WV

North Central Regional Team Martha Ramirez, SHRM-SCP, CAE Field Services Director – IL Nancy Conway, SHRM-SCP Field Services Director – IA, KS, MN, ND, NE, SD Retain only “SHRM Staff – Regional Teams” slide that is applicable to your state; delete unnecessary slides and information Shelly Trent, SHRM-SCP, CAE Field Services Director – IN, KY, MI, MO, TN, WI Dan Griffiths, SHRM-CP Field Services Director – CT, MA, ME, NH, OH, RI, VT

Pacific West Regional Team Jon Decoteau, SHRM-SCP Field Services Director – CA Dianna Gould, SHRM-SCP, CAE Field Services Director – AK, ID, MT, OR, WA, WY Pacific Council (Guam & N. Mariana Islands) Retain only “SHRM Staff – Regional Teams” slide that is applicable to your state; delete unnecessary slides and information Scott Ferrin, SHRM-SCP, PMP Field Services Director – AZ, CO, HI, NM, NV, UT

Southwest Central Regional Team Sherry Johnson, SHRM-SCP, CAE Field Services Director – AR, LA, MS, OK, TX Scott Ferrin, SHRM-SCP, PMP Field Services Director – AZ, CO, HI, NM, NV, UT Nancy Conway, SHRM-SCP Field Services Director – IA, KS, MN, ND, NE, SD Retain only “SHRM Staff – Regional Teams” slide that is applicable to your state; delete unnecessary slides and information Shelly Trent, SHRM-SCP, CAE Field Services Director – IN, KY, MI, MO, TN, WI

SHRM Affiliated Chapters
Two-way channels of communication between SHRM and members. Forums for personal and professional development of members. Opportunities to develop leadership, managerial, public-speaking and group decision-making skills. Membership Advisory Council Regional Councils State Councils Local Chapters

Chapters are categorized into five sizes Small up to 100 members Medium –300 members Large –500 members Mega –1,000 members Super Mega ,001+ members

Chapter Affiliation Requirements By 12/31/16 25 in-chapter SHRM members and 51% of total chapter membership must be SHRM members [Membership in a SHRM local chapter is separate and apart from membership in the national SHRM organization.] Date is Under Review These are the new affiliation requirements that all chapters must meet by December 31, Chapters need to have at least 25 members and at least 51% of all chapter members need to be SHRM members. This year we began working with the “Fortune Forty Team” chapters, those falling below in these requirements – the goal is to ensure they receive the support needed to be successful in achieving the new requirements within the next five years.

[Insert Name of Your Chapter Here]
Founded in ____ Affiliated with SHRM in ____ Other key historical data _____ [Your chapter charter and bylaws will contain this information. The charter and bylaws are on file at SHRM HQ; contact your MEA.]

Use of the SHRM “Affiliate of” Logo
CORRECT LOGO USAGE INCORRECT LOGO USAGE Be sure that the logo you use has the registrata mark ®, not the trade mark ™

Our Chapter’s Logo [Insert the graphic of your chapter’s logo here]
Newly updated “Graphics Standards Manual for Affiliates” available on the VLRC. Use your chapter logo together with the “Affiliate of” SHRM logo. Both logos must be the same size to denote a partnership. If “SHRM” or the “Society for Human Resource Management” is part of your legal name or “also known as” name, as specified in your bylaws, your chapter/state council must submit to SHRM for approval when creating or revising your logo. All other chapters/state councils are encouraged to submit their logo for approval. Receiving pre-approval could save time, effort and expense. A checklist and convenient submission form can be found at If you make a change to your chapter logo, it must be approved by SHRM. Your chapter logo must be used together with the “Affiliate of” SHRM logo; and, they must be the same size to denote a partnership.

Expectations for All Board Directors
Governance Know and understand the purpose of the chapter charter Know and understand the purpose of the chapter bylaws Know and understand what constitutes a quorum for board decisions Review Roberts Rules of Order Planning Be present and engaged in chapter board meetings Participate in setting goals and carrying out plans for your specific area (organizational goals) Develop specific area objectives for the year (maintenance goals) Budgeting Develop specific area annual budget Operate responsibly within that budget Track and report

Our Chapter’s Charter Documents the relationship between SHRM and the chapter Spells out the legal use of the SHRM name, logo, and acronym A copy of our chapter charter is available at SHRM; contact our Member Engagement Associate (MEA)

Our Chapter’s Bylaws Sample available online in the Volunteer Leaders’ Resource Center (VLRC) at A copy of our chapter bylaws is available at SHRM; contact our MEA Chapter bylaws should be reviewed annually. Our bylaws were last reviewed on [insert date here] Revisions must be sent to FSD for review and SHRM approval Any bylaws changes must be approved by SHRM before the chapter members vote (ratify)

Expectations for All Board Directors
Board Meetings Presence at scheduled meeting or written report of progress Submit agenda items (reports, documentation, metrics, etc.) in advance Review and Update SHAPE Planning Worksheet to ensure tasks are on tract with year-end goals Learn something new, Get to know someone better, and Be sure to have some FUN!

Expectations for All Board Members
Monthly Board Meetings When are our Chapter Board Meetings? SHAPE Section 1; Item 6 We will hold a minimum of four chapter programming events and four chapter board meetings either in person or virtually during the 2016 calendar year. At least one of the board meetings will include an opportunity for the leadership to transition and to conduct strategic planning, succession planning and a chapter bylaw review (these may be done simultaneously). [NOTE: Notice of meetings is often dictated by your state laws for non-profits and/or your chapter bylaws. Check out what is applicable to your chapter.]

Expectations for All Board Members
Monthly Board Meetings [Insert dates of board meetings for the year] [NOTE: Notice of meetings is often dictated by your state laws for non-profits and/or your chapter bylaws. Check out what is applicable to your chapter.]

Our Chapter Board Directors’ Responsibilities
[Insert appropriate board titles, in accordance with your chapter charter and bylaws.] President President-Elect Secretary Treasurer Past-President Discuss and understand the specific role of each board director

SHRM Core Leadership Areas (CLAs)
Seven CLAs Membership SHRM Foundation College Relations Diversity HR Certification Our core leadership areas are: Membership College Relations Diversity Governmental Affairs Certification SHRM Foundation Workforce Readiness Each chapter and state council should have a leader managing each of the core leadership areas (CLA’s). In smaller chapters, volunteers may “double up” these responsibilities. Government Affairs Workforce Readiness

SHRM Core Leadership Areas (CLAs)
Structure SHRM Staff CLA Contact (Headquarters) SHRM Staff CLA Liaison (Field Services Reps) State-Level CLA Director Chapter CLA Chair

SHRM Resources for CLA Volunteers
Volunteer Leaders’ Resource Center (VLRC) Ongoing and Archived Webinars and Conference Calls for each CLA Resources for each CLA

Expectations for CLA Chairs
CLA Chairs will: Set goals and direction Provide a two-way channel of communication between the Chapter Board and CLA Committee Provide support and resources to CLA Committee Address Committee members’ concerns immediately Recruit and fill Committee positions Develop leadership skills and succession on your Committee

Our Chapter’s Membership Categories
[Insert appropriate membership categories, in accordance with your chapter bylaws.] Professional Member General Member Associate Member Student Member Discuss the differences of each of the membership categories and why you value each category

Our SHRM Student Chapter
[Insert your student chapter’s information here, if applicable] Name of Student Chapter ____ Name of University ____ Location _____ Name of Student Advisor _____ Connections to our Chapter _____ Samples: Discounted membership to our chapter Invited to all of our chapter’s professional meetings Volunteer service to chapter? (i.e., work at registration table for chapter meetings) Delete slide if chapter does not have a student chapter

SHRM Resources for our Student Chapter
For information about starting/sponsoring/supporting a student chapter in our area, see Our FSD and MEA are our SHRM contacts for student chapter information: [Insert addresses for your FSD and MEA] Delete slide if chapter does not have a student chapter

SHRM Affiliate Program for Excellence (SHAPE)
All SHAPE resources are available on the VLRC 2017 SHAPE Workbook 2017 SHAPE Worksheet SHAPE FAQs Online Year-End Reporting Tool 2017 SHRM Excel Awards SHAPE (SHRM Affiliate Program for Excellence) is the reporting vehicle for Chapters Designed with input from key volunteer leaders Ensures a stronger connection between SHRM and our affiliate chapters from a business perspective Focus is on activities and initiatives which are more strategic in nature Allows for chapters and state councils to increase its visibility and effectiveness as well as promote the HR profession at the local and state level APE (SHRM Affiliate Program for Excellence) is the reporting vehicle for Chapters

SHRM Affiliate Program for Excellence (SHAPE)
All SHAPE resources are available on the VLRC SHAPE Planning Workbook Use as a planning tool for your chapter and state council Review at each meeting to assure initiatives are on track Look to the SHAPE Center on the VLRC for resources SHAPE Worksheet Use this tool to track progress throughout the year at each board meeting The SHRM Excel Awards application is separate and distinct from the SHAPE program.

Chapter Financial Support Payment (CFSP) Program
Eligibility Criteria SHRM pays chapters and state councils several millions of dollars each year in financial support. To be eligible for CFSP, the chapter must: Submit a completed SHAPE Year-End Report by 1/31 of each year and your membership roster when requested. 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. The amount of financial support will eventually be tied to affiliation percentages.

New requirement for CFSP as of January 1, 2012 Chapters must have a direct deposit account with a bank on file with SHRM. Sign up at (Go over the information presented on this slide.)

CFSP currently pays $6.25 four times a year ($25 annually) per member for 100% chapters $5 twice a year ($10 annually) per member for non-100% chapters Net Gain payment rewards chapters for growth of SHRM membership during the year Here’s how it works: (Go over the information presented on this slide.)

Net Gains formula Example: Chapter’s 12/31 SHRM Membership Count Difference Net Gain Payment (50 X $25) = $1,250 (Go over the information presented on this slide.)

Chapter Promotion Email Program (CPEP)
Launched in April, 2016 Promotes chapter membership and events to SHRM at-large members in their local area Available to chapters who do not otherwise qualify for the SHRM e-blast program (100% and Super Mega chapters) Chapters provide event information and SHRM provides text promoting the value of chapter membership Chapters may request two s sent on their behalf within a calendar year Contact your Member Engagement Associate for additional information

Chapter Promotion SHRM Affiliate Printing Portal
Co-branded, professionally created marketing collateral easily customizable to market membership in your chapter and chapter events. We know you are busy HR professionals, and not necessarily marketing pros so we have created this portal to make your volunteer job easier. We are excited to offer our affiliates with a quick way to create co-branded, professional marketing collateral through our new SHRM Affiliate Printing Portal. We are working with one of our trusted printing partners on this project. Once the portal is available online via the VLRC, you will have access to a variety of templates you can customize including: SHRM and chapter membership brochures postcards business cards In addition, several other marketing pieces will be available such as: - SHRM recertification flier SHRM certification at a glance flier SHRM Membership benefits flier

Chapter Membership Brochure
(1st of 2 slides that shows front and back of brochure) Here’s an example of one of our tri-fold marketing brochures. You will be able to fill in your chapter logo, information about your chapter and even include an event name or any other additional information. This side allows you to customize information about why individuals should join your chapter.

Chapter Membership Brochure
The other side of the brochure promotes the value of SHRM membership. This side of the brochure does not allow for customization.

SHRM Affiliate Printing Portal
Easy to Use Access the portal via the VLRC Select template Add customized chapter information Preview document Place order: 2 options Download the customized pdf for a small fee Order and pay for print copies to be shipped Upload a mail list and send out a mailing through the printer It will be very easy to use. Simply access the site from the VLRC, select a template, add your chapter’s information, preview the document and determine your purchase. You will have the option of just purchasing a pdf of the brochure or you can choose to order and pay for copies to be shipped using your mail list. We plan to launch the portal in early Q4. In Q3 we will begin beta testing the site. Are there any chapters here interested? (Hopefully hands raise.) Please leave your business card with Kristine Hofmann before you leave the briefing and she will be in communication with you re: your participation. State Council resources will be added after the chapter resources launch.

Professional Development
SHRM Competency Based Education for Chapters Series of 1.5 hour programs to address topics based on the SHRM HR Competency Model Free of charge for SHRM Chapters and Councils in good standing Multi-Media presentation Includes easy to use facilitator guide Accessible via the VLRC Watch for more information coming soon! We know that sometimes creating programming and/or finding a speaker for your chapter can be a challenge. Another new offering we have is the SHRM Competency Based Education for Chapters program. Series of 1.5 hour programs to address topics based on the SHRM HR Competency Model Free of charge for SHRM Chapters and Councils in good standing Multi-Media presentation Includes easy to use facilitator guide Accessible via the VLRC Watch for more information coming soon!

SHRM Competency Based Education for Chapters
First program available Summer 2016: “Five Habits of Destructive HR Leaders” The first program will be available this summer on the topic: Five Habits of Destructive HR Leaders. Moderated by Alex Alonso, SVP, Knowledge Development, this first in the series focuses on leadership & navigation. The facilitators guide provides detailed instructions on when to stop the video to hold discussions or activities related to the topic. We hope you find this as a great resource, whether planned, or if a speaker cancels, to offer to your chapter membership.

Need assistance? RecertificationProvider@shrm.org
SHRM Recertification Provider Program SHAPE Section II; Item 6: We will actively promote SHRM Certification and Recertification for the SHRM-Certified Professional (SHRM-CP) and SHRM-Senior Certified Professional (SHRM-SCP) by obtaining and/or maintaining the SHRM Recertification Provider status and ensuring that all relevant programs are entered into the online SHRM program database for Professional Development Credits (PDCs). Need assistance?

SHRM Recertification Provider Program
No submission timing requirements Session can be promoted as soon as course details are entered “Activities” search functionality Via recertification portal Via mobile app

The SHRM Body of Competency and Knowledge (SHRM BoCK) documents and details each of the Behavioral Competencies and HR Knowledge domain area The SHRM Recertification Requirements Handbook outlines the categories of recertification, offers examples of qualifying activities, and provides the PDC calculations by program type.

REAFFIRMATION Each year, on December 1st, SHRM Chapters and State Councils are required to reaffirm adherence to the SHRM Recertification Provider Program standards and guidelines. A reminder notification will be sent to affiliates in November of each year requesting this information. Please submit the reaffirmation in order to remain an active SHRM Recertification Provider. 2018 SHRM Recertification Provider Reaffirmation due by December 1, 2017.

Please use the approved SHRM Provider seal AND approved statement on any collateral. Once you have completed the Reaffirmation (see slide #64), you will receive the new 2017 seal.

Approved Full Statement Approved Abbreviated Statement
SHRM Recertification Provider Program Approved Full Statement “Rose City SHRM is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. This program has been approved for [XX] PDCs for the SHRM-CP or SHRM-SCP. For more information about certification or recertification, please visit Approved Abbreviated Statement “This program has been approved for [XX] PDCs for the SHRM-CP or SHRM-SCP.”

Additional information is always available on the SHRM website:
SHRM Recertification Provider Program Additional information is always available on the SHRM website: Please contact the SHRM Recertification Provider Team directly with any additional questions Ensure SHRM Recertification Provider Point of Contact is up-to-date so SHRM can communicate to you effectively.

Enhanced Support Payments to Chapters & State Councils
SHRM Chapters and State Councils in good standing will be eligible for enhanced financial support based on the number of SHRM members who recertify between January 1, 2017 and December 31, 2017. Chapters in good standing will receive $20 per each chapter member who is a SHRM member in good standing, primarily coded to the chapter, and recertifies for SHRM Certification during 2017 State Councils will receive $10 per each SHRM member in good standing (in-chapter and at-large) in the state who recertifies for SHRM Certification during 2017 Payment will be made to affiliates in good standing in early 2018 based on the number of recertified members meeting the above criteria as of December 31, 2017

Volunteer Leaders’ Resource Center (VLRC)
Online at

Volunteer Leaders’ Resource Center (VLRC)
Online at Chapter Leader Resource Guide Chapter Best Practices Sample Bylaws Chapter Toolkits Non-Dues Revenue Ideas Fundamentals of Chapter Operations Chapter Leader Position Descriptions Guide to Chapter Financial Management Core Leadership Areas Volunteer Leaders’ Webcast Series Membership Recruitment & Retention Toolkit Programming Ideas Web Site Resources Resources for Working with Volunteers AND MUCH MORE!!!

SHRM Resources for Volunteer Leaders
Chapter Activities by Month Available on VLRC: A helpful resource you’ll want to check out is the “Chapter Activities by Month” checklist, which is available on the VLRC. Use this monthly checklist to help you in your planning. You will see that each month, there are required (or date sensitive) activities, recommended activities, and issues for review. If your organization is on a fiscal year, use January as your starting month, but also check each month since there are certain deadlines and initiatives that happen during specific months.

Monthly SHRM Update for volunteer leaders SHRM Update The Update is ed to volunteers each month. Look for conference call & webinar dates, upcoming deadlines, important volunteer news from SHRM, upcoming events and conferences, new SHRM-member benefits, and contact information. We are consistently trying to find ways to communicate important information to our leaders! We try our best not to fill your boxes with SHRM information. So, you will receive from your state council directors a Regional newsletter. It is important that you read your newsletter because it will be packed with reminders, teleconference dates, deadlines, and region specific information. When you get your update make sure you share the information with your boards during your board meetings or send it out electronically. There may be information critical for your CLA directors or committee chairs to know and to help your chapter excel.

2014 Chapter Operations Survey Check it Out! The findings of the 2014 Chapter Operations Survey are available on the VLRC: The report includes comparisons to findings in our 2012 report as well.

SHRM Annual Volunteer Leaders’ Summit Held each November for key volunteer leaders: Chapter President or President-Elect State Council Director and State Council Director-Elect State Council Membership Director State Council District Director Chapter Management Professional (CMP) Member Advisory Council (MAC) Representative Provides opportunities to gain information about your volunteer role, enhance your leadership development skills, network with peers, share effective practices and challenges across region and engage with SHRM staff! SHAPE Section II; Item 3: The chapter will be represented at the 2016 SHRM Volunteer Leaders’ Summit by either the chapter president, the president-elect (preferred) or another board member, who will relay the information back to the chapter’s board. Target audience is the incoming chapter presidents are encouraged to attend FREE for incoming chapter presidents; includes hotel, designated meals and conference registration; chapter pays travel expenses If the incoming president cannot attend, the current president or another member of the chapter board may attend in his/her place Attendance is tied to SHAPE award levels

State Leadership Conference
All chapter board members should attend our state leadership conference Attendance is tied to SHRM Excel Award levels [Insert info regarding State Leadership Conference (i.e., date, location, how to register, contact info, etc.)] Delete slide if your state does not hold a state leadership conference

Questions? Thank you for volunteering!
[Insert contact info for Chapter President and Chapter Management Professional (if applicable)] Because our chapter and SHRM could not be successful without the hard work and support of volunteer leaders, we hope your experience as a leader will be rewarding. We look forward to working with you to support, promote, and develop the human resource profession.

For Chapter Officers, Directors and Chairs

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