1. SHRM Volunteer Leader Orientation Chapter President Roles / Responsibilities Nancy Conway, SPHR Field Services Director

2. 2 Today’s Agenda SHRM Overview SHRM Volunteer Leader Structure Roles/Responsibilities of Volunteer Position SHRM Affiliate Program for Excellence (SHAPE) Important Dates SHRM Volunteer Leader Communication SHRM Resources for Volunteer Leaders SHRM Volunteer Leader Summit SHRM Staff – Regional Teams

3. 3 SHRM Overview About SHRM 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 200 student chapters. SHRM headquarters is in Alexandria, VA. SHRM has more than 275,000 professional and student members in more than 160 countries. SHRM has over 350 staff members and more than 6,000 volunteer leaders! Visit SHRM Online at www.shrm.orgwww.shrm.org

4. 4 SHRM Overview SHRM’s Vision 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. 5 SHRM Overview 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. 6 SHRM Overview SHRM’s Strategic Priorities 1.Provide high-value resources to existing core membership 2.Be a global organization 3.Operate as a financially sustainable organization 4.Evolve positioning to become more of an advisor and advocate

7. 7 SHRM Overview 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 2013-2014 SHRM Board Chair http://www.shrm.org/about/boardofdirectors/Pages/default.aspx Brian D. Silva, SPHR, GPHR Chair Designate

8. 8 SHRM Overview SHRM Leaders J. Robert Carr, JD, SPHR SVP, Membership, Marketing & External Affairs Henry (Hank) Jackson, CPA President/CEO Elissa C. O’Brien, SPHR VP of Membership

9. 9 SHRM Volunteer Leader Structure SHRM’s Volunteer Leadership Structure Members

10. 10 SHRM Volunteer Leader Structure SHRM Chapters are categorized into five sizes Size Small Medium Large Mega Super Mega Total Chapter Membership 25–100 members 101–300 members 301–500 members 501–1,000 members 1,001+ members

11. 11 SHRM Volunteer Leader Structure “Fortune Forty” Initiative to assist chapters meeting neither requirement. By December 31, 2016 25 SHRM members and 51% of total membership must be SHRM members All chapters must meet the requirements by 12/31/16 SHRM Chapter Affiliation Requirements as of January 1, 2012

12. 12 SHRM Volunteer Leader Structure SHRM’s Five Geographic Regions

13. 13 SHRM Volunteer Leader Structure 2014 Membership Advisory Council (MAC)

14. 14 Roles / Responsibilities of Your Volunteer Position Chapter President - Job Description  Provide leadership to the local chapter consistent with state, regional, and SHRM policy, strategies and objectives  Effectively operate the chapter so that the needs of the members are met  Perform other duties as required by the local chapter’s bylaws  Serve as a voting member of the state council Learn something new, Get to know someone better, and Be sure to have some FUN!

15. 15 Roles / Responsibilities of Volunteer Position 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 your chapter charter is available at SHRM; contact your MEA

16. 16 Roles / Responsibilities of Volunteer Position Chapter Bylaws – Review and Revisions http://www.shrm.org/Communities/VolunteerResources/ResourcesforChapters/Pages/CHAPRadmin.aspx Be sure to initiate your review with the current version of bylaws on file at SHRM HQ! If you do not have a copy of the current version, contact your Regional Administrator (RA). Send 3 things to your Field Services Director (FSD) by email Summarized listing of the major changes, in bullet format “Marked up” copy showing the changes “Clean, Final” version to be signed by SHRM

17. 17 SHRM Affiliate Program for Excellence (SHAPE) SHAPE resources are available in the VLRC: http://www.shrm.org/Communities/VolunteerResources/ResourcesforChapters/Pages/SHAPE.aspx

18. 18 Important Dates Volunteer Leaders’ Resource Center (VLRC) www.shrm.org/vlrc

19. 19 Important Dates December 1 – Chapter Leader Information Form (CLIF) and State Council Leader Information Form (SCLIF) Online Reporting Tools: – CLIF https://fs16.formsite.com/robgatesshrmorg/form8/form_login.html https://fs16.formsite.com/robgatesshrmorg/form8/form_login.html – SCLIF https://fs16.formsite.com/robgatesshrmorg/form9/form_login.html https://fs16.formsite.com/robgatesshrmorg/form9/form_login.html December 15 – Chapter Designation Forms must be received to be processed by the end of the year. Forms are available at http://www.shrm.org/Communities/VolunteerResources/ResourcesforChapters/Pages/desigform.aspx http://www.shrm.org/Communities/VolunteerResources/ResourcesforChapters/Pages/desigform.aspx Submit online or fax: – Online SHRM.MemberRelations@shrm.org SHRM.MemberRelations@shrm.org – Fax (703) 739-0399 January 31 – SHRM Affiliate Program for Excellence (SHAPE) year-end report for chapters and states councils Online Reporting Tools: – Chapter SHAPE https://fs16.formsite.com/robgatesshrmorg/form27/form_login.html https://fs16.formsite.com/robgatesshrmorg/form27/form_login.html – State Council SHAPE https://fs16.formsite.com/robgatesshrmorg/form26/form_login.html https://fs16.formsite.com/robgatesshrmorg/form26/form_login.html

20. 20 SHRM Volunteer Leader Communication Monthly SHRM Update

21. 21 SHRM Volunteer Leader Communication E-Mail Alerts

22. 22 SHRM Resources for Volunteer Leaders Volunteer Leaders’ Resource Center – 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 – Graphic Standards Manual for Affiliates – Volunteer Leaders’ Webcast Series – Membership Recruitment & Retention Toolkit – Programming Ideas – Web Site Resources – Resources for Working with Volunteers – AND MUCH MORE!!! www.shrm.org/vlrc

23. 23 SHRM Resources for Volunteer Leaders Conference Calls & Webcasts Quarterly CLA webinars/conference calls Chapters by Size webinars/conference calls Volunteer Leaders Webcast Series Refer to monthly SHRM Update and/or VLRC Master Calendar www.shrm.org/vlrc SHRM Connect Form a chapter discussion group on SHRM connect

24. 24 SHRM Resources for Volunteer Leaders Chapter Activities by Month Check-list Available on VLRC: http://www.shrm.org/Communities/VolunteerResources/ResourcesforChapters/Documents/Chapter%20Activities%2 0by%20Month%202011%201116.docx

25. 25 SHRM Resources for Volunteer Leaders SHRM Graphic Standards Manual for Affiliates http://www.shrm.org/Communities/VolunteerResources/graphicsguide/use/Pages/default.aspx CORRECT LOGO USAGE INCORRECT LOGO USAGE A checklist and convenient submission form can be found at http://fs16.formsite.com/robgatesshrmorg/form17/index.html http://fs16.formsite.com/robgatesshrmorg/form17/index.html

26. 26 SHRM Resources for Volunteer Leaders Creating (Changing) Your Chapter or State Council Logo http://www.shrm.org/Communities/VolunteerResources/graphicsguide/Pages/default.aspx

27. 27 SHRM Resources for Volunteer Leaders SHRM Monthly Membership Report

28. 28 SHRM Resources for Volunteer Leaders SHRM Monthly Membership Report – Region Rollup Report Region Roll-up is by state

29. 29 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! SHRM Volunteer Leaders’ Summit www.shrm.org/conferences/leadership

30. 30 SHRM Staff – Regional Teams Field Service Directors Located in the territory served Main point of contact for State Councils, Professional and Student 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/retaining membership Serves as a strategic resource to chapters and state councils by providing guidance on succession planning, volunteer relations and other key affiliate issues Find your FSD at: SHRM » Communities » SHRM Regions, State Councils, MAC http://www.shrm.org/Communities/SHRMRegions-StateCouncils-MAC/Pages/default.aspx

31. 31 SHRM Staff – Regional Teams Member Engagement Associates (MEAs) Located at SHRM Headquarters Primary contact for: Chapter rosters and member lists; audits Student chapters At-large labels Primary Chapter Designation forms Auditing and Chapter Financial Support Program (CFSP) payments Any documents you need mailed to you Promotional materials General questions Find your MEA at: SHRM » Communities » SHRM Regions, State Councils, MAC http://www.shrm.org/Communities/SHRMRegions-StateCouncils- MAC/Pages/default.aspx

32. 32 The New SHRM Credentials We believe these new credentials will become the globally-recognized standard of excellence in HR. We’ve created the SHRM-CP and SHRM-SCP to: o Encourage HR professionals to acquire the knowledge and behaviors that drive effective performance and career success, and contribute to positive organizational outcomes o Establish a certification that is highly relevant to employers, and meets the needs of business; o Grow certification in the HR profession; and o Create a new and universal standard for HR.

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34. 34 Commitment to Chapters We recognize that with this change, SHRM Chapters may face some short-term challenges, which SHRM wants to help address. o SHRM Chapters in good standing will be designated as Preferred Providers for SHRM recertification programs at no cost. As Preferred Providers, chapters will have the opportunity to offer programs qualifying for recertification credit without pre-approval. (Offerings will be subject to audit.) o SHRM Chapters and State Councils in good standing will also be eligible for enhanced chapter support based on the number of SHRM certified members at the end of 2015 and 2016.

35. 35 Thank You for Volunteering!