1. 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

2. 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.

3. 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 250,000 professional and student members in more than 140 countries.
SHRM has over 350 staff members and more than 7,000 volunteer leaders!
Visit SHRM Online at

4. authority whose voice is heard on the most
About SHRM
Overview
SHRM will be a
globally recognized
authority whose voice is heard on the most
pressing people
management issues
of the day –
now and in the future.

5. About SHRM SHRM’s Mission
SHRM is the global HR professional organization that exists to:
Build partnerships
Provide a global community to share expertise & create innovative solutions
Provide thought leadership, education, & research
Be an advocate on the most critical issues facing workplaces & the human resource profession

6. About SHRM SHRM’s Strategic Priorities
Provide high-value resources to existing core membership
Be a global organization
Operate as a financially sustainable organization
Evolve positioning to become more of an advisor and advocate

7. Membership Advisory Council
About SHRM
SHRM’s Volunteer Leadership Structure
SHRM® Board
Membership Advisory Council
Regional Councils
Members
State Councils
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.
Chapters
Staff Support

8. 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

9. Membership Advisory Council
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

10. 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.]

11. Membership Advisory Council
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

12. Our Regional Council
SHRM’s Five Geographic Regions

13. 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

14. 2014 Membership Advisory Council
MAC
North Central Region
Steve Browne, SPHR (Cincinnati, OH
Northeast Region
Kristine Avery, SPHR (Standish, ME)
Southeast Region
Paula H. Harvey, MBA, SPHR, GPHR, ASC (Charlotte, NC)
Southwest Central Region
Rebecca Briley (Baton Rouge, LA)
Pacific West Region
Debbie Horne, SPHR (Santa Barbara, CA)

15. 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.
Bette Francis, SPHR
SHRM Board Chair

16. Henry (Hank) Jackson, CPA
SHRM Executive Team
Henry (Hank) Jackson, CPA
President/CEO
J. Robert Carr, JD, SPHR
SVP, Membership, Marketing & External Affairs

17. 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

18. SHRM Regional Teams Regional Administrators (RAs)
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 RA at:
SHRM » Communities » SHRM Regions, State Councils, MAC

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

20. SHRM Staff – Regional Teams
Northeast Regional Team
Susan Post, SPHR, CAE
Field Services Director – Northeast Region NY
Phyllis Shurn-Hannah
Field Services Director – Northeast Region CT, MA, ME, NH, NJ, PA, RI, VT
Retain only “SHRM Staff – Regional Teams” slide that is applicable to your state; delete unnecessary slides and information
Shelly Trent, SPHR
Field Services Director – Northeast Region DE & MD
Liz van Berg
Regional Administrator – Northeast Region

21. SHRM Staff – Regional Teams
Southeast Regional Team
Dorothy Knapp, SPHR
Field Services Director – Southeast Region AL, FL, GA, MS, SC, Puerto Rico, Bermuda & Bahamas
Retain only “SHRM Staff – Regional Teams” slide that is applicable to your state; delete unnecessary slides and information
Shelly Trent, SPHR
Field Services Director – Southeast Region KY, NC, TN, VA & WV
Crystal Adair
Regional Administrator – Southeast Region

22. SHRM Staff – Regional Teams
North Central Regional Team
Martha Ramirez, SPHR
Field Services Director – North Central Region IL
Nancy Conway, SPHR
Field Services Director – North Central Region IA, MN, ND, NE, OH, SD & WI
Retain only “SHRM Staff – Regional Teams” slide that is applicable to your state; delete unnecessary slides and information
Sherry Johnson, SPHR
Field Services Director – North Central Region
IN & MI
Kristine Hofmann
Regional Administrator – North Central Region

23. SHRM Staff – Regional Teams
Pacific West Regional Team
Vacant
Field Services Director – Pacific West Region CA
Dianna Gould, SPHR, CAE
Field Services Director – Pacific West Region 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, SPHR, PMP
Field Services Director – Pacific West Region HI & NV
Kimberly Goodwin
Regional Administrator – Pacific West Region

24. SHRM Staff – Regional Teams
Southwest Central Regional Team
Sherry Johnson, SPHR
Field Services Director – Southwest Central Region AR, LA, MO, OK, TX
Scott Ferrin, SPHR, PMP
Field Services Director – Southwest Central Region AZ, CO, KS, NM, UT
Retain only “SHRM Staff – Regional Teams” slide that is applicable to your state; delete unnecessary slides and information
Liz van Berg
Regional Administrator – Southwest Central Region AR, LA, MO, OK, TX
Kristine Hofmann
Regional Administrator – Southwest Central Region AZ, CO, KS, NM, UT

25. 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

26. SHRM Affiliated Chapters
Chapters are categorized into five sizes
Small –100 members
Medium –300 members
Large –500 members
Mega –1,000 members
Super Mega ,001+ members

27. SHRM Affiliated Chapters
Chapter affiliation requirements
Three years remaining
to meet new 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.]
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.

28. 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 ™

29. [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 RA.]

30. 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.

31. 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

32. 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 Regional Administrator

33. 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 RA
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)

34. 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!

35. 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.]

36. 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

37. SHRM Core Leadership Areas (CLAs)
Seven CLAs
Membership
SHRM Foundation
College Relations
Diversity
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

38. 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

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

40. 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

41. 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

42. 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

43. SHRM Resources for our Student Chapter
For information about starting/sponsoring/supporting a student chapter in our area, see
Tara Fournier, PHR, and Rachel Rosen are our SHRM contacts for student chapter information:
Delete slide if chapter does not have a student chapter

44. SHRM Affiliate Program for Excellence (SHAPE)
All SHAPE resources are available on the VLRC
2014 SHAPE Workbook
2014 SHAPE Worksheet
SHAPE FAQs
Online Year-End Reporting Tool
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

45. 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

46. 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.

47. Chapter Financial Support Payment (CFSP) Program
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.)

48. Chapter Financial Support Payment (CFSP) Program
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.)

49. Chapter Financial Support Payment (CFSP) Program
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.)

50. Volunteer Leaders’ Resource Center (VLRC)
Online at

51. 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!!!

52. 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.

53. SHRM Resources for Volunteer Leaders
Monthly SHRM Update for volunteer leaders
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.

54. SHRM Resources for Volunteer Leaders
SHRM Annual Leadership Conference
Held each November for key volunteer leaders:
Chapter President or President-Elect
State Council Director or 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!
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

55. SHRM Resources for Volunteer Leaders
Conference calls and webinars
Quarterly CLA webinars/conference calls
Chapters by Size webinars/conference calls ConfCall.aspx
Volunteer Leaders Webcast Series VLWebcastSchedule.aspx
Also refer to monthly SHRM Update and/or VLRC Master Calendar
SHRM Connect Form a chapter discussion group on SHRM Connect

56. State Leadership Conference
All chapter board members should attend our state leadership conference
Attendance is tied to SHAPE award levels
[Include additional information about your state leadership conference here. Contact your state director for details.]
Delete slide if your state does not hold a state leadership conference

57. Questions? Thank you for volunteering!
[President’s Name], [credential]
[Title]
[ ]
[Phone]
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.