1. Debi Kuchka-Craig, FHFMA
Chapters 2.0
Final Report
June 11, 2018
Debi Kuchka-Craig, FHFMA

2. Chapters 2.0
Goal: Increase value for members, reduce administrative burden on volunteers, and create an exceptional leadership experience for volunteers.
Launched: March 2015
Task Forces
Defining Success
Regional Executives
Unified Data Set
Administrative Support
Defining Local
Education Programming
Governance/Leadership
Leadership Training

3. Chapters 2.0 Update Defining Success – Complete
Success measures and principles used by all 2.0 task forces to guide their work.
Regional Executives – Complete
Clearly defined role of RE, RE2 and RE3.
Consistent selection process adopted by all regions.

4. Administrative Support – Complete
Guiding principle of reducing administrative burden  recommendation and decision to adopt one centralized event management system - Cvent
Replaces Program Planning Tool
Standard templates for marketing and event registration
Single sign-on
Payment processing
Automated Event Evaluations
Speaker database
Member data integrates with AMS
All chapters and regions will be up and running on Cvent for F18-19 chapter year.
Final recommendation includes future standardized website and webinar platforms.

5. Unified Data Set - Complete
Value Proposition: Create and maintain a unified data set to support, enable, and measure chapter success. Enhanced/expanded data to assist chapters leaders in data-driven decisions, better understanding of their members and potential members, and to drive value.
Comprehensive
Consistent
Easily Accessible
Standardized
Build dashboards during F19 as we gather data through CVent

6. Defining Local Task Force - Complete
“Local” defined as:
Local is the glue between members and HFMA
Nurtures the relationship and creates connectivity with our members
Provides opportunities for developing strong peer relationships
Attaches relevance to national issues to support local implementation
Trends and takeaways from chapter interviews:
Greater opportunity for collaboration across regions and chapters
Boundaries create silos – metrics are driven by silos
Create more flexibility at the local level

7. Education Programming - Complete
Recommendations: Develop a national committee as a resource to chapters to assist in planning and developing content to be customized at the local level and delivered. Recommend topics and speakers, recommend delivery methods, assist in communication.
Clarifications:
Committee volunteers are not just advisory, but a proactive/interactive role as well as advisor to individual chapters
Be sensitive to local speaker/sponsorship relationships when identifying speakers
Improve and expand toolkits; create “how to” videos and marketing templates
Establish success metrics: engagement, quality of programming

8. Governance/Leadership – Complete
Local – supported by non-local and national, flexible/nimble with responsibility for:
Delivery of services
Engagement of members/not-yet members
Collaborating on critical issues at the local level
Non-local – centralized governance, cohesiveness that provides standardization for education development, technology, leverage across the “locals”, representative to national education committee, accountable for success of all locals within their “non- local.”

9. Local and Non-Local – Education Example
Education Chair
Education Committee Member
Focus-volunteers
Vice President Education
Education
Chairs
Education Committee Member
Focus-volunteers
COMMUNITY
(Local)
CHAPTER
(Non-Local)
Education Chair oversees education at community level and serves on Education Team at Chapter level
VP Education oversees education at chapter level and brings community chairs together to oversee/monitor/ support education delivered throughout the chapter.

10. 1. Community/Chapters Example – Statewide
Large Community
CAH
Teams –within a defined geography
Not all positions exist in each locale
Large Metro Area
Education
Chapter
Governance
Community Chairs* (E,N,G,T,S)
Networking
Engagement
Sponsorship
Treasury
Large Community
*Committee Chairs from local communities meet with chapter VP’s for purposes of planning and ensuring work is not duplicated between communities and the chapter
Large Metro Area

11. 2. Community/Chapter Example – Existing Region
Large Community
CAH
Teams –within a defined geography
Current Chapter
Not all positions exist in each locale
(Region)
Chapter
Governance
Community Chairs* (E,N,G,T,S)
Education
Networking
Engagement
Sponsorship
Treasury
*Committee Chairs from local communities meet with Chapter VPs for purposes of planning and ensuring work is not duplicated between communities and the chapter.
Current Chapter
Current Chapter

12. Benefits – Redesign of Governance/Leadership
Opportunities to consolidate geographies that are challenged to serve members through local teams (communities) focused on education and engagement without the burden of governance structure.
Chapter Leadership can determine what roles are needed in each community.
Potential to reach more communities that are underserved today
Allows for different levels of volunteer involvement and developmental opportunities
Focus-volunteers – work on a specific project or task – gives them an opportunity to contribute without the time commitment to move through the succession process
Individuals wanting to serve in leadership roles will continue to have a pathway

13. MEMBER Chapter Competencies Community Competencies PARTICIPATES
INDUSTRY SME
Demonstrates Expertise
Outcome: Giving Back
Chapter Competencies
•Financial Acumen
•Strategic Thinking
•Collaboration
•Listening
•Facilitation
•Team Building
•Consensus Building
CHAPTER OPPORTUNITIES
COMMUNITY OPPORTUNITIES
MEMBER
STRATEGIC LEADER
ADVOCATE
PARTICIPATES
Board Officer/Director, Vice President
Outcome: Leadership Development
Task-focused, Micro-volunteers
Outcome: Engagement
Outcome: Learning, Connecting
Community Competencies
•Communication
•Strategic Thinking
•Project
Management
•Time Management
•Writing
•Mentoring
CHAMPION
Community Chair, Committee Members
Outcome: Professional Development

14. Governance/Leadership
Guiding Principles
Existing chapters and regions will determine if there is a need to redesign their geographic area to better serve member needs and create meaningful volunteer opportunities and experiences.
Not one size fits all – organic, evolutionary process
Utilize CAT-like facilitation to work with regions/chapters to discuss potential benefits, review local market needs, SWOT analysis, planning at FPM 2018.

15. Leadership Training – Complete
Reviewed roles, responsibilities and competencies
Developed cross-walk to current training
Identified gaps and recommends:
Training for volunteer leaders on how to recruit and engage volunteers in different ways – “focus-volunteers”, community team members and subject matter experts
Toolkits/job aids for RE’s and chapter leaders to take LTC education back to their chapters/communities
Develop an assessment for volunteers to identify leadership development opportunities based on the competency framework

16. Chapters 2.0 – Revisiting The Goal
Goal: Increase value for members, reduce administrative burden on volunteers, and create an exceptional leadership experience for volunteers.
Improve the quality of content development & delivery (Education Programming Committee and Governance Leadership)
Create the picture of the member and their engagement at all levels of the organization (Cvent and Unified Data Set)
Reduce administrative burden (Cvent)
Create opportunities for volunteer leaders to engage in ways that work for them (Governance/Leadership)
The right people on the bus (Regional Executive role definition and selection process; Governance/Leadership)
Reduce non-value add work and move to more centralized functions (Defining Local)

17. Next Steps
Present final recommendations to Regional Executive Council and Board of Directors (April 15-16)
Share final report with 2.0 Steering Committee and Task Forces (June 4)
Share final report with chapter leaders (June 11)
Administrative Support
Continue implementation of Cvent with all chapters/regions utilizing platform for F (in process)
Discuss webinar platform and pricing with Regional Executive Council (June 24)
Identify solution, timing and cost for chapter website standardization and discuss with Regional Executive Council and Board of Directors (F )

18. Next Steps (Cont’d)
Unified Data Set recommendations are being utilized in development of dashboards (up and running in F )
Education Programming charter is being developed and will be brought to the Regional Executive Council for review and approval. Anticipate task force meetings to begin in fall 2018.
Governance Leadership recommendations will be discussed with chapter and regional leaders at Fall Presidents Meeting (Sept 16-17)
Leadership Training recommendations will be implemented throughout F