1. State Quarterly Membership Call

2. Your Indiana State SHRM Membership Leadership
Megan Nail, SHRM-SCP, SPHR
Director of Membership,
Indiana State Council of SHRM
Amanda Shettlesworth, SHRM-CP, PHR
State Membership Manager for Engagement and Retention

3. Your Indiana State SHRM Membership Committee

4. Agenda Celebration! Reminders and Updates from SHRM
Best Practice Sharing

5. 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

6. 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%

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

8. Reminders and Updates from SHRM

9. 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.

10. 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.

11. 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.

12. 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. 4 p.m. ET Thursday, Mar. 4 p.m. ET Thursday, May 4 p.m. ET Thursday, Aug. 4 p.m. ET Thursday, Nov. 4 p.m. ET

13. 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

14. 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

15. 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 s/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.

16. 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.

17. 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.

18. 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.

19. 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.

20. 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.

21. 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 voic s 24/7 but will only be manned from 7 a.m. - 7 p.m. ET. 
  This is a generic 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.

22. Your SHRM Staff Contacts
Shelly Trent, SHRM-SCP, CAE
(800) , x 6335
Nicole Hall
(800) , x 6324

23. The VLRC – How to Locate

24. The VLRC

25. The VLRC – Videos to Share
Tour SHRM.org
Why Volunteer Video
Certification Videos
Membership Formulas Video
How to Use the SHRM Certification App
SHRM TV Commercials

26. The VLRC

27. The VLRC

28. 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.

29. 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%

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

31. At-Large Lists and Audits
Membership Ideas
At-Large Lists and Audits
For chapters to request an at-large list, go to
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.

32. 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 s 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

33. 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

34. Become a Member of Your Local SHRM Chapter
Onboarding –
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

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

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

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

38. Renewal Notice Mailing Insert – Back

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

40. Chapter Locator

41. Chapter Locator
Prospective member sent directly to Chapter President & CMP

42. 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 ?

43. Quarterly Membership Report
This is from Dec. 2016

44. 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

45. E-Blasts – USE THEM!
SHRM offers State Councils, Super Mega chapters, and 100% chapters the opportunity to reach at-large members via eight times per year
New! Non-100% chapters are provided with two SHRM-provided communications per year (Chapter Promotion 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

46. 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.

47. Best Practice Sharing

48. Questions? Discussion?