1. ASME 101 – ASME Resources Essential Leadership Tools Volunteer Center Communi- cations Tools Units Leadership Resource Online Roster 200 300 400 500 100 200 300 400 500 100 200 300 400 500 100 200 300 400 500 100 200 300 400 500 100 End Game 1

2. ASME 101: Resources for ASME Scott A. Carlson, P.E. carlsons3@asme.org 2

3. ASME 101 – ASME Resources Session Objectives The objective of this session is to provide you (in a fun and interactive way) with an overview of the resources that are available to you to guide you in leading your unit more effectively. 3

4. ASME 101 – ASME Resources Guest Host: Scott Carlson Welcome to ASME JEOPARDY ASME Jeopardy 4

5. ASME 101 – ASME Resources Q: Ess Leadership for $100 A one stop shop for leaders to download necessary forms, roster, manuals and contact info 5

6. ASME 101 – ASME Resources A: Ess Leadership for $100 Unit Leadership Resource Center 6

7. ASME 101 – ASME Resources Unit Leadership Resource Center: Forms & Instructions Online Roster Financial Reports Manager Manuals Leadership Resources General Information (Newsletter Template) Staff Contacts http://volunteer.asme.org/unit/ E: Ess Leadership for $100 ASME Jeopardy 7

8. ASME 101 – ASME Resources Q: Ess Leadership for $200 A place to access current membership and officer information 8

9. ASME 101 – ASME Resources A: Ess Leadership for $200 On-line Roster 9

10. ASME 101 – ASME Resources Online Roster: For divisions and sections, unit leaders have access to the online membership roster 24/7 Revised format for ease of use Access to current officer information This data can be used for: –Learning about member changes in unit (address changes, new members) –Demographics studies (where members live, employers, job positions and technical interest) –Phone banks and contact information To gain access, the designated volunteers must sign a conflict of interest form and member data agreement. Both forms are available on the Unit Leadership Resource Center E: Ess Leadership for $200 ASME Jeopardy 10

11. ASME 101 – ASME Resources DAILY DOUBLE 11

12. ASME 101 – ASME Resources Q: Ess Leadership for $300 Available to all unit leaders (or authorized designees) to communicate with their unit 24/7 12

13. ASME 101 – ASME Resources A: Ess Leadership for $300 Unit E-mail Messaging 13

14. ASME 101 – ASME Resources Unit E-mail Messaging: https://roster.asme.org/ E: Ess Leadership for $300 ASME Jeopardy 14

15. ASME 101 – ASME Resources Q: Ess Leadership for $400 Access information on Board of Governors, Sectors and Committees and Global Communities Directories 15

16. ASME 101 – ASME Resources A: Ess Leadership for $400 Online Directories 16

17. ASME 101 – ASME Resources Online Directories: AC-10 – Board of Governors (BOG), Sectors and Committees Global Communities Directory Directories are linked to the ASME database so they are always up-to-date Access through the “Members Only” link on ASME.org. or at http://my.asme.org To access both directories you will need your ASME member number. E: Ess Leadership for $400 ASME Jeopardy 17

18. ASME 101 – ASME Resources Q: Ess Leadership for $500 A center where you can obtain quick access to best practices, Section Newsletter Template, and VOLT Academy 18

19. ASME 101 – ASME Resources A: Ess Leadership for $500 Volunteer Center 19

20. ASME 101 – ASME Resources Volunteer Center: Program Funding Options Unit Leadership Resource Center Best Practices (Section & Division) Volunteer Expense Form Section Newsletter Template Volunteer Orientation and Leadership Training (VOLT) Academy http://www.asme.org/Governance/Volunteer/ E: Ess Leadership for $500 ASME Jeopardy 20

21. ASME 101 – ASME Resources Q: Volunteer Centre for $100 Potential source of funding for programs/ services where funding is not provided by the annual operating budget 21

22. ASME 101 – ASME Resources A: Volunteer Centre for $100 Program Funding Options 22

23. ASME 101 – ASME Resources Program Funding Options: Options for projects not funded through the annual operating budget: ASME Development Fund –Eligible Projects: Feasibility Studies; Experimental, Embryonic or Prototype Programs ASME Foundation Grants –Technical Literacy –Career Planning & Skills Development –Technologically Sound Public Policy http://www.asme.org/Governance/Volunteer/Funding/Program_Funding_Options.cfm E: Volunteer Centre for $100 ASME Jeopardy 23

24. ASME 101 – ASME Resources Q: Volunteer Centre for $200 A central location where successful programs are documented to provide guidance to other units 24

25. ASME 101 – ASME Resources A: Volunteer Centre for $200 Term Life Disability Income Major Medical Dental Long Term Care Medicare Supplement Discount Prescription Small Employer Group Insurance Best Practices 25

26. ASME 101 – ASME Resources Best Practices: Case study approach of section and technical division best practices: –Community & Government Relations / Outreach –Honors & Awards –Industry Relations / Outreach / External Collaborations –Local Technical Conferences –Marketing / Advertising / Promotions –Members & Leaders –Operations & Organization –Professional Development / Short Courses / Seminars –Revenue Generations / Finances –Study & Early Career Engineer http://volunteer.asme.org/practices/ E: Volunteer Centre for $200 ASME Jeopardy 26

27. ASME 101 – ASME Resources Q: Volunteer Centre for $300 Step by step instructions for ASME http 27

28. ASME 101 – ASME Resources A: Volunteer Centre for $300 Guidelines to Create Section Website 28

29. ASME 101 – ASME Resources Guidelines for Creating Section Website: Importance of having a website for your unit: –Increase communication & involvement among current Section, Group and Student Section members. –Offer greater visibility for activities and members. –Provide additional means for promotion/marketing of publication, programs and events. –Utilize as a recruitment tool for increasing membership. http://volunteer.asme.org/unit/Guidelines_Creating_Section.cfm E: Volunteer Centre for $300 ASME Jeopardy 29

30. ASME 101 – ASME Resources Q: Volunteer Centre for $400 Academy for training / leadership resource for unit leaders 30

31. ASME 101 – ASME Resources A: Volunteer Centre for $400 Volunteer Orientation and Leadership Training (VOLT) Academy 31

32. ASME 101 – ASME Resources VOLT Academy: Ensure ASME volunteers have the training needed to assume the leadership positions. The skills gained from such leadership positions can enhance their professional careers. http://volunteer.asme.org/volt/ E: Volunteer Centre for $400 ASME Jeopardy 32

33. ASME 101 – ASME Resources Q: Volunteer Centre for $500 A centralized location for units to post available positions and for interested volunteers to post their profiles 33

34. ASME 101 – ASME Resources A: Volunteer Centre for $500 Volunteer Opportunity Bulletin Board (VOBB) 34

35. ASME 101 – ASME Resources Volunteer Opportunities Bulletin Board (VOBB): Strengthen your unit through increased diversity Attract new members Fill open positions more quickly Sort by structure (sector) or category (desired position) Interested volunteers can post their profile on the VOBB Leaders can post available positions and search profiles http://volunteer.asme.org/vobb E: Volunteer Centre for $500 ASME Jeopardy 35

36. ASME 101 – ASME Resources Q: Comm Tools for $100 Downloadable files from the following site https://roster.asme.org (Text or Excel formats) 36

37. ASME 101 – ASME Resources A: Comm Tools for $100 Section Master Roster Display the field definition of the section master roster file Download the entire section master roster in text format Download the entire section master roster in Excel format Display the field definition for the "summary of changes" file Download the entire section summary of changes file (text) Download the entire section summary of changes file (Excel) Display the field definition of the dropped members file Download the dropped members file (text) Download the dropped members file (Excel) 37

38. ASME 101 – ASME Resources Section Roster Download: https://roster.asme.org/ E: Comm Tools for $100 ASME Jeopardy 38

39. ASME 101 – ASME Resources Q: Comm Tools for $200 Access information on Board of Governors, Sectors and Committees and Global Communities Directories 39

40. ASME 101 – ASME Resources A: Comm Tools for $200 Online Directories 40

41. ASME 101 – ASME Resources Online Directories: AC-10 – Board of Governors (BOG), Sectors and Committees Global Communities Directory Directories are linked to the ASME database so they are always up-to-date Access through the “Members Only” link on ASME.org. or at http://my.asme.org To access both directories you will need your ASME member number. E: Comm Tools for $200 ASME Jeopardy 41

42. ASME 101 – ASME Resources Q: Comm Tools for $300 Published 10 times a year; This template can be found or the Unit Leadership Resources Center or Volunteer Resources pages. 42

43. ASME 101 – ASME Resources A: Comm Tools for $300 Section Newsletter Template 43

44. ASME 101 – ASME Resources Section Newsletter Template: Prepared for use by newsletter editors 10 published per year in Word format Contains articles related to unit activities, special announcements and ASME products and services Space is provided for placement of unit related articles Editors notified each month. The latest template can be found or the Unit Leadership Resources Center or Volunteer Resources pages. http://www.asme.org/Governance/Volunteer/Section_Newsletter_Templates.cfm E: Comm Tools for $300 ASME Jeopardy 44

45. ASME 101 – ASME Resources Q: Comm Tools for $400 Quick access to publications for leaders to increase awareness of ASME Activities 45

46. ASME 101 – ASME Resources A: Comm Tools for $400 Online Publications 46

47. ASME 101 – ASME Resources Online ASME Publications: K&C Leadership News http://committees.asme.org/K&C/CIC/Current_Issue.cfm Inter-Comm – Published quarterly for volunteer leaders to increase their awareness of ASME Activities http://www.asme.org/NewsPublicPolicy// ASME Connections – Easy access to the new structure of and ASME strategies http://www.asme.org/communities/member/ E: Comm Tools for $400 ASME Jeopardy 47

48. ASME 101 – ASME Resources Q: Comm Tools for $500 A place to find contact information for ASME District and Section leaders 48

49. ASME 101 – ASME Resources A: Comm Tools for $500 Global Communities 49

50. ASME 101 – ASME Resources ASME Global Communities: Find contact information for district leaders Find contact information for neighboring section leaders Study other district and section websites to determine best practices http://districts.asme.org/communities.htm E: Comm Tools for $500 50

51. ASME 101 – ASME Resources ASME Global Communities: E: Comm Tools for $500 ASME Jeopardy 51

52. ASME 101 – ASME Resources Q: Unit Leadership for $100 A location with documents that you fill in when making requests as well as directions for filling out these documents 52

53. ASME 101 – ASME Resources A: Unit Leadership for $100 Unit Forms & Instructions 53

54. ASME 101 – ASME Resources Unit Forms & Instructions: The following are a few example of forms and instructions essential to leaders: –Volunteer Travel Reimbursement Form –Conflict of Interest Form –Industry Plaque Order Form –Section Officers & Committees Information Form –Unit Operating Budget/Plan & Annual Financial Report Instructions –Section Merit Funding Program Form –Certificate Template –ASME Letterhead http://volunteer.asme.org/unit/Unit_Forms_Instructions.cfm E: Unit Leadership for $100 ASME Jeopardy 54

55. ASME 101 – ASME Resources Q: Unit Leadership for $200 Roadmaps for leading ASME units 55

56. ASME 101 – ASME Resources A: Unit Leadership for $200 Manuals, Guides, Handbooks & Policies 56

57. ASME 101 – ASME Resources Manuals, Guides, Handbooks & Policies: NEWStudent Section Handbook (Revised June 2010, replaces ML-1) ML-10Section, Subsection, Group Operations Manual ML-13 Treasurers Manual ML-14Industry Relations Manual ML-15Section Program Handbook P-2.8Appropriations for Sections and Chapters P-5.3Formation and Operation of Section, Subsections & Local Groups P-12.14Use of Member Data P-15.7Ethics P-15.8Conflict of Interest http://volunteer.asme.org/unit/Manuals_Policies.cfm E: Unit Leadership for $200 ASME Jeopardy 57

58. ASME 101 – ASME Resources Q: Unit Leadership for $300 Applications, stationary, certificates, meeting accessories and brochures 58

59. ASME 101 – ASME Resources A: Unit Leadership for $300 Supplies 59

60. ASME 101 – ASME Resources Supplies: The following are supplies the unit leader can order through ASME: –Applications & Membership Information Member Application Student Member Application Fellow Kit –Stationery Envelopes –Certificates Student Member Certificate Member Certificate Suitable for Framing (Order Form) Certificate Covers http://volunteer.asme.org/unit/Supplies_Available_From.cfm E: Unit Leadership for $300 60

61. ASME 101 – ASME Resources Supplies: The following are supplies the unit leader can order through ASME: –Meeting Supplies Pressure Sensitive Nametags Lectern Banner (Paper) Red Arrows for Posters Registration Poster Information Posters Right Path to the Future Poster –Brochures What is a Mechanical Engineer? Mechanical Engineering A-Z The How & Why of Codes and Standards Videos Brochure ASME at a Glance Gain a Competitive Advantage E: Unit Leadership for $300 ASME Jeopardy 61

62. ASME 101 – ASME Resources Q: Unit Leadership for $400 An aid to unit leaders in gathering new members and to retain existing members 62

63. ASME 101 – ASME Resources A: Unit Leadership for $400 Member Recruitment and Retention Kit 63

64. ASME 101 – ASME Resources Membership Recruitment & Retention Kit: Advice on how to recruit members face to face, including overcoming objections and materials to bring with you. Sample emails and phone scripts for inviting new members to meetings, and encouraging members to renew. The kit is available on the Unit Leadership Resource Center E: Unit Leadership for $400 ASME Jeopardy http://volunteer.asme.org/Unit/Member_Recruitment_Retainment.cfm 64

65. ASME 101 – ASME Resources Q: Unit Leadership for $500 A collection of presentations, white papers, instructions and links to assist unit leaders 65

66. ASME 101 – ASME Resources A: Unit Leadership for $500 Unit Leadership Resources 66

67. ASME 101 – ASME Resources Unit Leadership Resources: Presentations –Section Building –The Value of Membership –Volunteer Recruitment –Signing of Contracts –Student Programs Presentation –Style Guide –Coding Presentation for Sections –Conducting Old Guard Competition General Resource Links http://volunteer.asme.org/unit/Leadership_Resources.cfm E: Unit Leadership for $500 ASME Jeopardy 67

68. ASME 101 – ASME Resources Q: Online Roster for $100 Means to find out who is in your unit and get their contact information 68

69. ASME 101 – ASME Resources A: Online Roster for $100 Contact/Membership Information 69

70. ASME 101 – ASME Resources Contact/Membership Information: https://roster.asme.org/ E: Online Roster for $100 70

71. ASME 101 – ASME Resources Contact/Membership Information: E: Online Roster for $100 71

72. ASME 101 – ASME Resources E: Online Roster for $100 ASME Jeopardy Contact/Membership Information: 72

73. ASME 101 – ASME Resources DAILY DOUBLE 73

74. ASME 101 – ASME Resources Q: Online Roster for $200 Record executive committee members of your unit with ASME 74

75. ASME 101 – ASME Resources A: Online Roster for $200 Assign Officers 75

76. ASME 101 – ASME Resources Assign Officers: https://roster.asme.org/ E: Online Roster for $200 ASME Jeopardy 76

77. ASME 101 – ASME Resources Q: Online Roster for $300 Receive updated information on your Members from ASME on demand 77

78. ASME 101 – ASME Resources A: Online Roster for $300 Membership Changes 78

79. ASME 101 – ASME Resources Membership Changes: E: Online Roster for $300 ASME Jeopardy 79

80. ASME 101 – ASME Resources Q: Online Roster for $400 Research to cater to the interest of your membership 80

81. ASME 101 – ASME Resources A: Online Roster for $400 Demographics Studies 81

82. ASME 101 – ASME Resources Demographics Studies: Accessed through Online Roster 42 columns of data retrieved Items of interest for data collection could be: Company name, Join date, membership status, city, zip code, technical interest (1-5), graduation date and technical division E: Online Roster for $400 ASME Jeopardy 82

83. ASME 101 – ASME Resources Q: Online Roster for $500 Unit leader can authorize certain Members to access this information after they sign conflict of interest form and member data agreement 83

84. ASME 101 – ASME Resources A: Online Roster for $500 Delegate Access to Membership Roster ASME Jeopardy 84

85. ASME 101 – ASME Resources ASME JEOPARDY That’s All the time we have today. See you on the next show!! 85

86. ASME 101 – ASME Resources 86

87. ASME 101 – ASME Resources Contact Information: Scott A. Carlson, P.E. Rochester, WA carlsons3@asme.org (360) 970-3171 This presentation will be posted on the 2011 LTC Web Site, at http://events.asme.org/LTC11/home.cfm 87