1. Southwest Central Region Chapter Presidents & District Directors September 6, 2013 Sherry Johnson, SPHR & Scott Ferrin, SPHR Field Services Directors

2. 2 SHRM Volunteer Leaders’ Resource Center (VLRC) What’s New on the VLRC www.shrm.org/vlrc The Society for Human Resource Management (SHRM) has appointed Elissa C. O’Brien, SPHR, as its Vice President for Membership. A human resource executive with more than 20 years of experience, O’Brien has been an active volunteer for SHRM, including serving on the SHRM Special Expertise Panel on Labor Relations. She also has served as state director for the Rhode Island State Council and president of the Human Resources Management Association of Rhode Island. Her appointment was effective, Friday, June 14. Read more Elissa C. O’Brien, SPHR

3. 3 SHRM Update Pinnacle Award Applications Now Available Deadline for Submission is September 9 You’ve worked hard on your program, now it’s time to get some recognition for it! The 2013 Pinnacle Award application season is now open. This link will give you all the information you need to put together your application. But don’t delay! September 9 th will be here sooner than you realize. For more information about the enhanced SHRM Pinnacle Award program, contact your Field Services Director.This linkField Services Director

4. 4 SHRM 2013 Pinnacle Awards Deadline: September 9, 2013 NEW for 2013 Levels: Chapter submissions are judged against “like size” chapters as noted below. Categories: Select category which best describes your chapter or state council’s initiative. For more than 20 years, the SHRM Pinnacle Awards have recognized innovative activities, programs and initiatives of SHRM affiliated chapters and state councils. Building upon this rich history, we are excited to announce Award Enhancements for 2013! AWARD LEVELSAWARD CATEGORIES Small Chapter (10 to 100 members) Serving HR Professionals Advancing the HR Profession Enhancing the SHRM Community Medium & Large Chapters (101 to 500 members) Mega & Super Mega Chapters (500+ Members) State Council Submission Deadline! For a quick update, view the 10-minute webinar in the Volunteer Leaders Resource Center.10-minute webinar http://www.shrm.org/Communities/VolunteerResources/ResourcesforChapters/Pages/award_info.aspx

5. 5 SWC Region Chapter Presidents & District Directors 2013 Meeting Schedule Meeting notes are posted to our SWC Region Chapter Presidents & District Directors SHRM Connect GroupSWC Region Chapter Presidents & District Directors Archived Webcast Presentations are available on the SWC Region’s Home PageSWC Region’s Home Page Please feel free to forward information about future events to your incoming president-elect, district director-elect or state council director-elect to help them transition into their new role. We look forward to the 2013 webcasts; and, we hope you’re able to join us. January 18 – Webinar @ 11amET Topic: 2013 SHAPE, Volunteer Engagement & Best Practice Sharing April 26 – Webinar @ 11amET Topic: Time Management: Overcoming the Challenge & Best Practice Sharing August 23 September 6 – Webinar @ 11amET Topic: Succession Planning & Best Practice Sharing November 1 – Webinar @ 11amET Topic: 2013 SHAPE, Year-End Deadlines & Best Practice Sharing Southwest Central Region Volunteer Leaders’ Events

6. 6 SHRM Connect Southwest Central Region Chapter Presidents & District Directors http://community.shrm.org/SHRM/Communities/ViewDiscussions/DigestViewer/?ListKey=6aff33b0-eae3-46ea-941e-201269d7e1d7

7. 7 SHRM Affiliation Requirements Over 480 chapters are already there! 30 chapters need to get to 51% affiliation 48 chapters need to get to 25 SHRM members 26 chapters need to do both (the Fortune Forty Team!) By December 31, 2016 25 SHRM members and 51% of total membership must be SHRM members Three years remaining to meet the requirements SHRM Chapter Membership Requirements as of January 1, 2012

8. 8 SHRM is the Solution 2013 Meeting Schedule Archived Webcast Presentations are available on the SWC Region’s Home Page SWC Region’s Home Page Please forward the email invitation to your chapter members who do not belong to SHRM, your Local Members Only (LMOs). Monday, May 13 – Webinar @ 2pmET Friday, November 15 – Webinar @ 2pmET Southwest Central Region LMO Events

9. 9 SHRM Volunteer Leaders’ Resource Center (VLRC) What’s New on the VLRC www.shrm.org/vlrc Rolling Power Point to use at Chapter Meetings During your chapter’s networking time, consider using SHRM’s rolling PowerPoint presentation with updates from SHRM. The slides change automatically every 10-15 seconds and show the latest benefits and news from SHRM. The slides are located at “What’s New in the VLRC.” We hope this helps your members understand their benefits and helps your chapter retain SHRM members. Accessible from the front landing page of the VLRC and from the Resources for Chapters >> Communications page

10. 10 SHRM Graphics Standards Creating (Changing) Your Chapter or State Council Logo http://www.shrm.org/Communities/VolunteerResources/graphicsguide/Pages/default.aspx

11. 11 SHRM Chapter & State Council 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

12. 12 2013 SHRM Leadership Conference November 21-23, 2013 www.shrm.org/conferences/leadershipwww.shrm.org/conferences/leadership Registration opened on July 24 th Housing & Registration closes on October 31 st The Conference will be held at the Gaylord National Harbor Hotel & Convention Center 201 Waterfront Street National Harbor, MD 20745 MARK YOUR CALENDAR!

13. 13 TARGET AUDIENCE: 2014 Chapter President or President-Elect (one per chapter is complimentary; and one at the rate of $450.) State Council Director or State Council Director-Elect (one complimentary per state and one at the rate of $450; if it is a transition year, both the 2013 & 2014 State Council Director may attend at the complimentary rate) State Council Membership Director State Council District Director Chapter Management Professional (CMP) Member Advisory Council (MAC) Representative 2013 SHRM Leadership Conference November 21-23, 2013 www.shrm.org/conferences/leadershipwww.shrm.org/conferences/leadership

14. 14 Additional State Council and Additional Chapter Board attendees can attend at a rate of $450 + all travel/hotel costs. Limit two additional attendees from each chapter or state council. Housing & Registration closes on October 31 st Additional information and registration available at: www.shrm.org/conferences/leadership 2013 SHRM Leadership Conference November 21-23, 2013 www.shrm.org/conferences/leadershipwww.shrm.org/conferences/leadership

15. 15 SHRM Foundation “Here’s What’s Happening with the Foundation” September 20 th is the deadline to donate in-kind items to be auctioned off at the SHRM Leadership Conference in November. Contact Mike Ressegue if your need additional information about how your Chapter and State Council can donate items. Give on the Go postcards are now active in the field and the first regional donations have come in. If there are any questions or difficulties with the postcards and the QR code, please don’t hesitate to contact Mike Ressegue at any time. September 11 th is the date of our next SHRM Foundation CLA call. October 1 st is the deadline for chapters and state councils to submit their donations to the Foundation if they wish to be represented on the star boards at SHRM Leadership Conference. Thank you for your support of the Foundation! Questions? please contact: Mike Ressegue | Development Coordinator SHRM Foundation 1800 Duke Street | Alexandria, VA 22314 USA michael.ressegue@shrm.orgmichael.ressegue@shrm.org| +1.703.535.6488 shrmfoundation.orgshrmfoundation.org | @SHRMfoundation

16. 16 SHRM Member Dues Effective January 2014 SHRM will be adjusting dues by $5 dollars for memberships that have start dates on or after January 2014. That brings the annual membership to $185. The adjustment will guarantee that SHRM can continue to provide leading-edge services and products, and enable it to invest new resources and content. The increase applies to professional, general, and associate memberships. Annual membership dues will not change for students, retirees, student chapter advisors, and chapter management professionals (CMPs). Chapter members will receive a discounted first-year rate of $170.

17. 17 Chapter Operations Succession Planning Year-End Transition

18. 18 Chapter Operations Chapter Operations Survey - 2012www.shrm.org/vlrc

19. 19 Chapter Operations Chapter Operations Survey - 2012 www.shrm.org/vlrc

20. 20 Chapter Operations Chapter Activities Checklist by Month www.shrm.org/vlrc

21. 21 Chapter Operations Fundamentals of Chapter Operations www.shrm.org/vlrc

22. 22 Succession Planning Toolkit on the VLRC www.shrm.org/vlrc

23. 23 Succession Planning Toolkit on the VLRC www.shrm.org/vlrc Succession Planning Process I. Determine the key leaders for whom successors will be identified II. Identify the competencies of current key leaders A.Identify experience and duties required B.Identify personality, political savvy, judgment C.Identify leadership skills III. Select the high-potential members who will participate in succession planning A.Identify gap between what the high-potential members are able to do presently and what they must do in the leadership role B.Create a development plan for each high-potential member to prepare him or her for the leadership position C.Perform development activities with each high-potential member IV. Interview and select a member for the new leadership position V. Evaluate succession planning efforts and make changes to program based on evaluation for future programs

24. 24 Succession Planning Toolkit on the VLRC www.shrm.org/vlrc Tool and Resources The 10-Step Succession Plan for Chapter Leaders (PowerPoint Presentation or Recorded Webinar with Sound)PowerPoint Presentation Recorded Webinar with Sound Succession Planning Questionnaire (Word Document) Succession Planning Questionnaire Board Roster Template for Succession Planning (Word Document) Board Roster Template for Succession Planning Succession Planning Competencies (Word Document) Succession Planning Competencies Stepping Stones to Enhanced Leadership - Leadership Development Program of the Austin HRMA (2009 Pinnacle Award Winner) Stepping Stones to Enhanced Leadership Helping to Identify and Prepare New Volunteer Leaders: Who Will Fill Your Shoes? Helping to Identify and Prepare New Volunteer Leaders: Who Will Fill Your Shoes? Volunteer Leaders Webcast Series: Succession Planning Thursday - September 12 th at 4pmET

25. 25 Year-End Transition Orientation for Chapter Presidentswww.shrm.org/vlrc

26. 26 Year-End Transition Orientation for Chapter Boardswww.shrm.org/vlrc

27. 27 Thank You! Sherry Johnson, SPHR Field Services Director Southwest Central Region AR, LA, MO, OK, TX Sherry.Johnson@shrm.org 703-535-6255 (W) @SHRMSherry www.shrm/vlrc.org Liz van Berg Regional Administrator Southwest Central Region AR, LA, MO, OK, TX Liz.vanBerg@shrm.org 703-535-6274 (W) @SHRMLiz

28. 28 Thank You! Scott Ferrin, SPHR Field Services Director Southwest Central Region AZ, CO, KS, NM, UT Scott.Ferrin@shrm.org 703-535-6453 (W) @SHRMScott www.shrm/vlrc.org Kristine Hofmann Regional Administrator Southwest Central Region AZ, CO, KS, NM, UT Kristine.Hofmann@shrm.org 703-535-6082 (W) @SHRMKristine

29. 29 SWC Region Chapter Presidents & District Directors 2013 Meeting Schedule Meeting notes are posted to our SWC Region Chapter Presidents & District Directors SHRM Connect GroupSWC Region Chapter Presidents & District Directors Archived Webcast Presentations are available on the SWC Region’s Home PageSWC Region’s Home Page Please feel free to forward information about future events to your incoming president-elect, district director-elect or state council director-elect to help them transition into their new role. We look forward to the 2013 webcasts; and, we hope you’re able to join us. January 18 – Webinar @ 11amET Topic: 2013 SHAPE, Volunteer Engagement & Best Practice Sharing April 26 – Webinar @ 11amET Topic: Time Management: Overcoming the Challenge & Best Practice Sharing August 23 September 6 – Webinar @ 11amET Topic: Succession Planning & Best Practice Sharing November 1 – Webinar @ 11amET Topic: 2013 SHAPE, Year-End Deadlines & Best Practice Sharing Southwest Central Region Volunteer Leaders’ Events

30. 30 Q&A -- Best Practice Sharing Discussion Topics Do you have position progression in key chapter roles? (For example, is the President-Elect required to first have served in another chapter leadership role?) What are you doing to ensure a successful leadership transition into 2014? (For example, will your chapter hold a leadership training meeting for new board members?)