1. SHRM GA State Volunteer Leaders Summit:
Chapter Operations: the Basics and Beyond
January 18, 2019

2. SHRM GA State Volunteer Leaders Summit: Special Thanks to Our Sponsors

3. SHRM GA State Volunteer Leaders Summit: Chapter Operations: the Basics
SHRM Board of Directors
Staff Leadership / Support
Membership Advisory Council
Interface between volunteer leaders and SHRM Board
One elected representative from each of the five Regions
Special Expertise Panels
Members identify emerging trends in specific topic areas
Provide expert advice on matters of professional significance
Provide guidance on public policy issues
Be on the cutting edge through access to early information on emerging trends and issues:
Ethics/CSR
Global
Technology & HR Management
Labor Relations
Talent Acquisition
Diversity & Inclusion
HR Disciplines :
Organizational Development
Compensation
Benefits
Employee Health, Safety & Security
Employee Relations
Regional Councils
Five councils comprised of state council directors in each region
Provides channels of communication
Serves as liaison with business leaders and SHRM
MEMBERS
State Councils
Structure for key volunteer leaders in the state to adopt and promote SHRM initiatives
Channel of communication between chapters and regional councils
Serves all HR professionals in the state, by promoting chapter membership and local professional development
Local Chapters
Forum for personal and professional development
Opportunity for local members to develop leadership skills
Focus on current HR management issues
Entry point for introducing HR professionals to SHRM

4. SHRM GA State Volunteer Leaders Summit: Chapter Operations: the Basics
SHRM Regional Team
Volunteer Leaders’ Resource Center (VLRC)
Governance
Chapter Leadership
Membership
Logo Identification
SHRM Pinnacle Award Program
Chapter Programming

5. SHRM GA State Volunteer Leaders Summit: Chapter Operations: the Basics
CHAPTER OPERATIONS – SHRM Regional Team

6. SHRM GA State Volunteer Leaders Summit: Chapter Operations: the Basics
CHAPTER OPERATIONS – SHRM Regional Team
Felix Massey Tiffany Brown
Field Services Director, Southeast Member Engagement Associate (MEA)

7. SHRM GA State Volunteer Leaders Summit: Chapter Operations: the Basics
CHAPTER OPERATIONS – Volunteer Leaders’ Resource Center (VLRC)

8. SHRM GA State Volunteer Leaders Summit: Chapter Operations: the Basics
CHAPTER OPERATIONS – Governance
Chapter Bylaws
Chapter Charter
Code of Ethics
Incorporation –Articles of Incorporation

9. SHRM GA State Volunteer Leaders Summit: Chapter Operations: the Basics
CHAPTER OPERATIONS – Chapter Leadership
SHRM Membership Requirement
Leadership Positions
Position Descriptions
Board Meetings – at least four per year
Board Communications
Board Approvals
Chapter address (all business and SHRM contact)

10. SHRM GA State Volunteer Leaders Summit: Chapter Operations: the Basics
CHAPTER OPERATIONS – Membership
SHRM Affiliation Requirement
Non-100 Percent Chapters
100 Percent Chapters
Membership Directory
New Member Orientation
Member Needs Assessment/Member Surveys
Member Recruitment and Retention
Membership Reporting
Chapter Rosters
Members Audits
SHRM Membership Applications
Membership Promotional Materials

11. SHRM GA State Volunteer Leaders Summit: Chapter Operations: the Basics
CHAPTER OPERATIONS – Chapter Financial Management
Chapter Financial Support Payment Program (CFSP)
SHRM members active and coded to the chapter as of December 31
Non-100% Chapters – payments two time per year - $5 for each professional SHRM member primarily coded to the chapter
100% Chapters – payments quarterly - $6.25 for each professional SHRM member primarily coded to the chapter
Net Gains = total current SHRM members minus last year SHRM members multiplied by $25
Direct Deposit

12. SHRM GA State Volunteer Leaders Summit: Chapter Operations: the Basics
CHAPTER OPERATIONS – Logo Identification
Chapter Logo
SHRM “Affiliate of” Logo
SHRM Graphics Standards Manual for Affiliates

13. SHRM GA State Volunteer Leaders Summit: Chapter Operations: the Basics
CHAPTER OPERATIONS – SHRM Communications
SHRM Volunteer Update – monthly for volunteers
Your SHRM Chapter Exclusive – monthly for chapter presidents
Rolling PowerPoint Presentations – quarterly for use by chapters

14. SHRM GA State Volunteer Leaders Summit: Chapter Operations: the Basics
CHAPTER OPERATIONS – Chapter Communications
Newsletters
Websites
SHRM Affiliate Website Program
Interfacing with Local Media
Monthly Rolling PowerPoint (SHRM, SHRMGA, Chapter)

15. SHRM GA State Volunteer Leaders Summit: Chapter Operations: the Basics
CHAPTER OPERATIONS – Deadlines
Chapter Leader Information Form (CLIF) – December 1
SHRM Affiliate Program for Excellence (SHAPE) year-end report – January 31
Excel Award application – March 15

16. SHRM GA State Volunteer Leaders Summit: Chapter Operations: the Basics
CHAPTER OPERATIONS – Chapter Leader Information Form (CLIF)
The Chapter Leader Information Form (CLIF) provides SHRM with a list of the chapter's board members. Please create a username and password as the first step in completing your CLIF. Please contact a member of your regional team with any questions or concerns. Submission Deadline: December 1.

17. SHRM GA State Volunteer Leaders Summit: Chapter Operations: the Basics
CHAPTER OPERATIONS – SHRM Affiliate Program for Excellence (SHAPE)
The SHAPE year-end report is a checklist of 12 items in two parts. Completing all items in Section 1 is required of all chapters to remain in "good standing." Section 2 is optional however, all items in Section 1 and Section 2 must be completed to qualify for an Excel Award and later, a Pinnacle Award. Submission Deadline: January 31, The Chapter SHAPE Workbook is a valuable planning tool for your chapter.

18. SHRM GA State Volunteer Leaders Summit: Chapter Operations: the Basics
CHAPTER OPERATIONS – Excel Award Application
Once you have completed Sections I and II of the Chapter SHAPE report, you have the option to apply for an Excel Award. Excel Award Application Deadline: March 15.
Note: Your Excel Award application may be submitted any time following successful submission of both Section I and II in SHAPE, but no later than the March 15 deadline. View the SHRM Excel Awards Workbook for information about eligibility and applying for an award before the upcoming deadline. 

19. SHRM GA State Volunteer Leaders Summit: Chapter Operations: the Basics
CHAPTER OPERATIONS – SHRM Pinnacle Award
The SHRM Pinnacle Award Program is an annual recognition program honoring the highest achievements in affiliate development and contributions that serve HR professionals, advance the HR profession and enhance the SHRM community. SHRM chapters and state councils are encouraged to apply for a Pinnacle Award for innovative projects created and implemented by your SHRM affiliate. Application Window: June 1 - September 1

20. SHRM GA State Volunteer Leaders Summit: Chapter Operations: the Basics
CHAPTER OPERATIONS – Reaffirmation Statements
In order for chapters to remain SHRM Recertification Providers, the point of contact for the SHRM Provider program must submit the annual Reaffirmation. Please contact the SHRM Recertification Provider team at Your Field Services Director can also assist with any questions that you may have regarding the Reaffirmation requirement.

21. SHRM GA State Volunteer Leaders Summit: Chapter Operations: the Basics
CHAPTER OPERATIONS – Chapter Programming
Hold Minimum of Four Chapter Programming Events Per Year
Chapter Speaker Program
Conferences and Special Events

22. SHRM GA State Volunteer Leaders Summit: Chapter Operations: the Basics
CHAPTER OPERATIONS – SHRM Certification
SHRM Recertification Provider
Certification Study Guides
SHRM Learning System
Actively Promote SHRM Certification and Recertification

23. SHRM GA State Volunteer Leaders Summit: Chapter Operations: the Basics
CHAPTER OPERATIONS – SHRM Certification
Always Use SHRM-CP or SHRM-SCP (not just CP or SCP)
Protocol for Certifications added to member’s names – Name, Education, most recent certifications.
SHRM PDC’s listed first on brochures and meeting notices
Use the SHRM Recertification Provider seal for 2019
Use the SHRM Recertification wording to your advantage
Complete Reaffirmation process by November 15
SHRM Learning System

24. SHRM GA State Volunteer Leaders Summit: Chapter Operations: the Basics
CHAPTER OPERATIONS – SHRM Foundation
Awareness of SHRM Foundation Benefits and Initiatives
SHRM Foundation Monetary Support by Chapter
SHRM Foundation Chapter Champion

25. SHRM GA State Volunteer Leaders Summit: Chapter Operations: the Basics
CHAPTER OPERATIONS – SHRM Foundation Chapter Champion
Make a monetary donation from your chapter funds and complete the following:
Encourage board members and invite all chapter members to join Team Empower by making an individual annual donation of $30 or more and pledging to volunteer to support the SHRM Foundation’s annual initiative.
shrmfoundation.org/TeamEmpower
Host a fundraising event to benefit the SHRM Foundation

26. SHRM GA State Volunteer Leaders Summit: Chapter Operations: the Basics
CHAPTER OPERATIONS – BEYOND THE BASICS
Succession Planning
Leadership Development
SHRM Volunteer Leadership Summit (VLS)
SHRM GA Leadership Summit
Volunteer Leader Webcast Series
Core Leadership Area Conference Calls
Volunteer Opportunities Center
Strategic Planning

27. SHRM GA State Volunteer Leaders Summit: Chapter Operations: the Basics
CHAPTER OPERATIONS – Q n A

28. SHRM GA State Volunteer Leaders Summit: Chapter Operations: the Basics
Thank You!
Claudia C. Cooper
Greater Henry SHRM, President