1. ©SHRM 2009 2010 SHAPE Overview – State Councils

2. ©SHRM 2009 Goals for Revised CAP/SCAP Replace many operational items with strategic objectives designed to increase the visibility and effectiveness of chapters & state councils while promoting SHRM and the HR profession overall Strengthen our affiliates’ connection to SHRM from a business perspective by clearly outlining requirements to measure chapter and state council alignment and engagement 2

3. ©SHRM 2009 2010 SHRM Affiliate Program for Excellence (SHAPE) ~ STATE COUNCILS ~ 3

4. ©SHRM 2009 SHRM Affiliate Program for Excellence – State Councils Section 1: Basic Requirements Section 2: Mission-Driven State Council Initiatives Section 3: SHRM Affiliate Support Section 4: Measures of Success 4

5. ©SHRM 2009 Appendix A: Resources Appendix B: Idea Center Appendix C: Sample Year-end Report 5 SHRM Affiliate Program for Excellence – State Councils

6. ©SHRM 2009 Section 1: Basic Requirements 6

7. ©SHRM 2009 SECTION 1: Basic Requirements 1)Submit completed State Council Leader Information Form (SCLIF) by December 1, 2010 to identify all leaders in the coming year. 2)During 2010, all State Council members must be members of SHRM throughout the duration of their term of office. 3)Ensure that your state conference or other major state events (including co-sponsored programs) do not take place “around” the SHRM Annual Conference and Exposition. 7

8. ©SHRM 2009 4)Provide year-end financial results for the period 1/1/2010 through 12/31/2010. > A. Total State Council Income 2010:_______ > B. Total State Council Expenses 2010:_______ > C. Net Profit/Loss: (a-b=c)_______ > Total State Council Assets on 12/31/10:_______ 8 SECTION 1: Basic Requirements

9. ©SHRM 2009 5) Ensure that the current SHRM “AFFILIATE OF” logo is correctly, consistently and prominently displayed on all printed materials, publications, products & website. 6)Conduct regular state council meetings during the calendar year 2010. 7)Ensure the state is represented at 50 percent of regional council meetings and conference calls. 8)Provide an opportunity for SHRM staff to present an update on the agenda of each state council meeting. 9 SECTION 1: Basic Requirements

10. ©SHRM 2009 9) Review your state council’s bylaws annually and update as needed. 10) Ensure all chapters in the state submit a completed 2010 Year-End Report by the designated deadline. 11)Utilize the State Council Financial Support Payment Program funds appropriately. 10 SECTION 1: Basic Requirements

11. ©SHRM 2009 Section 2: Mission-Driven State Council Initiatives 11

12. ©SHRM 2009 12 SECTION 2: Mission-Driven State Council Initiatives 1)In support of SHRM’s mission, develop and implement an initiative for Membership growth and retention and a minimum of two additional areas from those listed below: > Membership* Additional Areas: > College Relations > Government Affairs/Advocacy > Diversity & Inclusion > Workforce Readiness > In a self-defined area other than those above *required

13. ©SHRM 2009 13 SECTION 2: Mission-Driven State Council Initiatives 2)Sponsor a state leadership event for volunteer leaders in the state. 3)Create a succession plan, or review your existing plan, to identify potential and future leaders for the State Council. 4)Conduct an annual leadership transition meeting to ensure a smooth and effective transition for new leaders. 5) Conduct an annual planning meeting to develop short- term and review long-term goals.

14. ©SHRM 2009 Section 3: SHRM Affiliate Support 14

15. ©SHRM 2009 SECTION 3: SHRM Affiliate Support 1)Promote the SHRM Annual Conference & Exposition within the state. This includes the following activities: Include a link prominently displayed on your state council’s web site home page. Promote conference to SHRM members and non- SHRM members in the state. Distribute SHRM Annual Conference promotional material. 15

16. ©SHRM 2009 16 State Annual Conference Contest Incentivizes States to drive conversion to this year’s national conference by offering clever premiums to winners. Engages chapters and state councils in a state-level friendly competition to build conference spirit and drive SHRM members to register for the Annual Conference Contest will rely on Web-based promotion – i.e., the Annual Conference landing page at shrm.org and SHRM e-newsletters – as well as social media tools such as FaceBook and YouTube.

17. ©SHRM 2009 17 State Annual Conference Contest SHRM will promote conference attendance through a spirited state-level competition. Efforts will center on engaging each state to beat other states in sending the greatest percentage of attendees to the 2010 conference. Defined metrics (registration goals) for each state and percentages of registrants will be tallied and highlighted on the SHRM website’s Annual Conference page by March 15, 2010.

18. ©SHRM 2009 18 What Can We Win? 2nd Runner up: Winning group: SHRM Speaker at their 2011 event (as long as it doesn’t conflict with a SHRM event) 1st Runner up: Free AC Registration & Housing Certificate Winner: A Year of SHRM Conferences Registration Giveaways (1 registration for each conference)

19. ©SHRM 2009 19 What Do I Do Now? Step 1: Assign a State Rep as your AC Lead. Step 2: In early March your FSD will set up a call to communicate rules of engagement. Step 3: Secure the ready-to-use promotional pieces from SHRM for use in your communications. Step 4: Communicate, communicate, communicate to the members in your State. Each State will be given 2 (additional) e-blasts between now and June 20 to use for this contest – be creative! Step 5: Check the online dashboard (updated weekly) to keep up with your status

20. ©SHRM 2009 SECTION 3: SHRM Affiliate Support 2)Provide prime booth space and a minimum of 15 minutes podium time to SHRM staff at a state conference or a state-wide event held in lieu of a state conference. 3)Report the number of SHRM members in your state. 4)Develop and/or maintain a current state council web site. 5)Make a monetary contribution from the state council’s funds to the SHRM Foundation in 2010. 6)Promote HR Certification Institute certification and recertification as a means of increasing the number of certified professionals in the state. 20

21. ©SHRM 2009 Section 4: Measures of Success 21

22. ©SHRM 2009 SECTION 4: Measures of Success The Excel Award Levels Bronze Silver Gold Platinum 22

23. ©SHRM 2009 SECTION 4: Measures of Success The Excel Awards SHRM Bronze State Council Award State Council successfully completes all of the requirements listed in Section 1, Section 2 and Section 3. 23

24. ©SHRM 2009 SECTION 4: Measures of Success The Excel Awards SHRM Silver State Council Award State Council successfully completes all of the requirements in Sections 1, 2 and 3 AND: □ Develop and implement one additional State Council initiative (for a total of four) in Section 2. □ Develop and implement a plan to increase SHRM in-chapter and total membership in the state. □ Promote growth of SHRM Learning System sales within the state □. Promote SHRM Annual Conference & Exposition to State Council leaders to encourage attendance. 24

25. ©SHRM 2009 SECTION 4: Measures of Success The Excel Awards SHRM Gold State Council Award State Council successfully completes all of the requirements in Sections 1, 2 and 3 AND : □ Develop and implement two additional State Council initiatives (for a total of five) in Section 2. □ Promote SHRM Annual Conference & Exposition to state council leaders to encourage attendance and ensure at least one state council member attends the event. □ Ensure the state is represented at 75 percent of regional council meetings and conference calls. 25

26. ©SHRM 2009 SECTION 4: Measures of Success The Excel Awards SHRM Gold State Council Award (cont’d) □ Create a state-wide initiative to transition non-100 percent chapters to 100 percent status. □ Develop and implement a plan to increase SHRM in- chapter membership in the state. □ Achieve “Membership Star” recognition for growth of SHRM in-chapter membership in the state. 26

27. ©SHRM 2009 SECTION 4: Measures of Success The Excel Awards SHRM Gold State Council Award (cont’d) □ Report results of the state council’s SHRM membership retention plan and describe the strategy utilized to change/exceed the 2010 results. □ Promote growth of the SHRM Learning Systems sales within the state. □ Qualify as a 2010 SHRM Foundation State Council Champion. 27

28. ©SHRM 2009 SECTION 4: Measures of Success The Excel Awards SHRM Platinum State Council Award State Council successfully completes all of the requirements in Sections 1, 2 & 3 AND: □ Develop and implement strategic initiatives in all six areas of Section 2. □ Promote SHRM Annual Conference & Exposition to state council leaders to attend and ensure at least two state council members attend the event. □ Promote growth of SHRM Learning System sales within the state. 28

29. ©SHRM 2009 SECTION 4: Measures of Success The Excel Awards SHRM Platinum State Council Award (cont’d) □ Provide link(s) to all SHRM Learning System based preparation courses offered within the state on the state council’s web site. □ Create a state-wide initiative to transition non-100 percent chapters to 100 percent status. □ Report results of the state council’s SHRM membership growth plan and describe the strategy utilized to change/exceed the 2010 results. 29

30. ©SHRM 2009 SECTION 4: Measures of Success The Excel Awards SHRM Platinum State Council Award (cont’d) □ Develop and implement a plan to increase SHRM in- chapter membership in the state. □ Achieve “Membership Super Star” recognition for growth of SHRM in-chapter membership in the state. □ Qualify as a 2010 SHRM Foundation State Council Champion. 30

31. ©SHRM 2009 31 The Excel Awards SHRM Platinum State Council Award (cont’d) □ Ensure the state is represented at 100 percent of regional council meetings and conference calls. □ Demonstrate that the state council is a resource to the state or media on HR issues. □ Make an impact regarding state or federal legislative issues. SECTION 4: Measures of Success

32. ©SHRM 2009 SHAPE Planning Workbooks are available in the VLRC. www.shrm.org/Communities/Volunteer Resources/Pages/default.aspx For 2010, the current Chapter and State Council Financial Support Programs will remain unchanged, with payments calculated based on SHRM membership results. 32

33. ©SHRM 2009 33 SHRM Affiliate Program for Excellence