1 new board orientation for chapter officers, directors and chairs chapter logo goes here name of...

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New Board Orientation

For Chapter Officers, Directors and Chairs

Chapter Logo goes here

Name of Chapter • Presenter’s Name and Credential/Title • Date

Insert chapter logo here

Welcome to SHRM!

• Welcome to your leadership position in our Chapter and SHRM! This presentation is designed to guide you in your new role as a volunteer leader.

• It will give you an overview of SHRM’s and our Chapter’s organization, mission, and services.

• Your work as a volunteer leader is vital in helping SHRM realize its goals as a professional human resources association.

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About SHRM

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Overview

• 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 400 student chapters.

• SHRM headquarters is in Alexandria, VA.

• SHRM has more than 250,000 professional and student members in more than 140 countries.

• SHRM has over 350 staff members and more than 7,000 volunteer leaders!

• Visit SHRM Online at www.shrm.org


About SHRM

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Overview

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.


About SHRM

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

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SHRM’s Mission


About SHRM

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

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SHRM’s Strategic Priorities


About SHRM

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SHRM’s Volunteer Leadership Structure

SHRM® Board

Staff Support

Members

MembershipAdvisory Council

RegionalCouncils

StateCouncils

Chapters


Our Chapter

• Our Chapter is one of a network of 575 affiliated SHRM chapters

• Our chapter serves to provide local networking and professional development opportunities for our members

• Each chapter reports to into a State Council; our chapter president is our representative to the State Council

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SHRM Local Chapter Affiliates


RegionalCouncils

State Councils

LocalChapters


Our State Council

• Each state is governed by a state council with a state council director, who reports up to a regional council.

• State councils typically hold quarterly meetings for members to discuss issues and challenges, pending legislation, the HR profession, and how SHRM supports these.

• State councils engage in activities that raise the visibility and credibility of the HR profession and SHRM in the state.

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SHRM State Council Affiliates


RegionalCouncils

State Councils

LocalChapters


Our State Council

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State Information

[Insert information about your state council here, such as state director’ name, state council web site, number of chapters in the state, number of award winning chapters, number of members in the state, number of certified members in the state, and names of chapter members who serve on the state council.]


Our Regional Council

• Each of the five geographic regions in the U.S. has a regional council, composed of the state council directors.

• The regional council provides a structure for state directors and state directors-elect to work together with SHRM staff.

• SHRM staff facilitates successful practice-sharing among state councils to achieve SHRM’s strategic priorities.

• Regional councils provide guidance and assistance to state councils and chapters.

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SHRM Regional Councils


RegionalCouncils

State Councils

LocalChapters


Our Regional Council

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SHRM’s Five Geographic Regions


SHRM Membership Advisory Council

• The MAC is composed of five elected volunteer representatives, one from each of the regions.

• Serves as an interface and two-way channel of communication between the volunteer leaders and the SHRM Board of Directors.

• Provides input from the membership to the SHRM Board of Directors and feedback from the SHRM Board to the membership; and provides operational input to SHRM to ensure optimum service/support to and from the volunteer leadership.

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MAC


RegionalCouncils

State Councils

LocalChapters


2014 Membership Advisory Council

North Central Region• Steve Browne, SPHR (Cincinnati, OH

Northeast Region• Kristine Avery, SPHR (Standish, ME)

Southeast Region• Paula H. Harvey, MBA, SPHR, GPHR, ASC (Charlotte, NC)

Southwest Central Region• Rebecca Briley (Baton Rouge, LA)

Pacific West Region• Debbie Horne, SPHR (Santa Barbara, CA)

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MAC

http://www.shrm.org/Communities/VolunteerResources/ResourcesforStateCouncils/Pages/MACOperatingGuidelines.aspx


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.

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http://www.shrm.org/about/boardofdirectors/Pages/default.aspx

Bette Francis, SPHR2013-2014

SHRM Board Chair


SHRM Executive Team

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Henry (Hank) Jackson, CPAPresident/CEO

J. Robert Carr, JD, SPHRSVP, Membership, Marketing &

External Affairs


SHRM Regional Teams

• Main point of contact for State Councils, 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 membership and achieving excellence

Find our FSD at: SHRM » Communities » SHRM Regions, State Councils, MAC http://www.shrm.org/Communities/SHRMRegions-StateCouncils-MAC/Pages/default.aspx

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Field Services Directors (FSDs)


SHRM Regional Teams

Are the primary contact for:

•Chapter rosters and member lists; audits •At-large labels•Primary Chapter Designation forms•Auditing and CFSP payment issues•Any documents you need mailed to you•Promotional materials•General questions

Find our RA at: SHRM » Communities » SHRM Regions, State Councils, MAC http://www.shrm.org/Communities/SHRMRegions-StateCouncils-MAC/Pages/default.aspx

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Regional Administrators (RAs)


SHRM Staff – Regional Teams

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Divisional Directors

Susan Post,Susan Post, SPHR, CAESPHR, CAE

Divisional Director – East Divisional Director – East [email protected]

Jon DecoteauJon DecoteauDivisional Director – WestDivisional Director – [email protected]

Martha RamirezMartha Ramirez, , SPHRSPHR

Divisional Director – Central Divisional Director – Central [email protected]



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Northeast Regional Team

Susan Post,Susan Post, SPHR, CAESPHR, CAE

Field Services Director – Northeast RegionField Services Director – Northeast [email protected]

Phyllis Shurn-HannahPhyllis Shurn-HannahField Services Director – Northeast Region Field Services Director – Northeast Region CT, MA, ME, NH, NJ, PA, RI, VTCT, MA, ME, NH, NJ, PA, RI, [email protected]

VacantVacantRegional Administrator – Northeast RegionRegional Administrator – Northeast Region

Shelly Trent, Shelly Trent, SPHRSPHRField Services Director – Northeast Region Field Services Director – Northeast Region DE & MDDE & [email protected]



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Southeast Regional Team

Dorothy KnappDorothy Knapp, , SPHRSPHR

Field Services Director – Southeast Region Field Services Director – Southeast Region AL, FL, GA, MS, SC, AL, FL, GA, MS, SC, Puerto Rico, Bermuda & BahamasPuerto Rico, Bermuda & [email protected]

Shelly Trent, Shelly Trent, SPHRSPHRField Services Director – Southeast Region Field Services Director – Southeast Region KY, NC, TN, VA & WVKY, NC, TN, VA & [email protected]

Crystal AdairCrystal AdairRegional Administrator – Southeast RegionRegional Administrator – Southeast [email protected]@shrm.org



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North Central Regional Team

Sherry JohnsonSherry Johnson, , SPHRSPHR

Field Services Director – North Central RegionField Services Director – North Central RegionIN & MIIN & [email protected]

Nancy Conway, Nancy Conway, SPHRSPHRField Services Director – North Central Region Field Services Director – North Central Region IA, MN, ND, NE, OH, SD & WIIA, MN, ND, NE, OH, SD & [email protected]

Kristine HofmannKristine HofmannRegional Administrator – North Central Region Regional Administrator – North Central Region [email protected]@shrm.org

Martha RamirezMartha Ramirez, , SPHRSPHR

Field Services Director – North Central RegionField Services Director – North Central RegionIL IL [email protected]



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Pacific West Regional Team

Scott FerrinScott Ferrin, , SPHR, PMPSPHR, PMP

Field Services Director – Pacific West Region Field Services Director – Pacific West Region HI & NVHI & [email protected]

Dianna Gould, Dianna Gould, SPHR, CAESPHR, CAEField Services Director – Pacific West Region Field Services Director – Pacific West Region AK, ID, MT, OR, WA, WY AK, ID, MT, OR, WA, WY Pacific Council (Guam & N. Mariana Islands)Pacific Council (Guam & N. Mariana Islands)[email protected]

Kimberly GoodwinKimberly GoodwinRegional Administrator – Pacific West RegionRegional Administrator – Pacific West [email protected]@shrm.org

Jon DecoteauJon DecoteauField Services Director – Pacific West Region Field Services Director – Pacific West Region CACA



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Southwest Central Regional Team

Sherry JohnsonSherry Johnson, , SPHRSPHR

Field Services Director – Southwest Central Region Field Services Director – Southwest Central Region AR, LA, MO, OK, TXAR, LA, MO, OK, [email protected]

Scott Ferrin, Scott Ferrin, SPHR, PMPSPHR, PMPField Services Director – Southwest Central Region Field Services Director – Southwest Central Region AZ, CO, KS, NM, UTAZ, CO, KS, NM, [email protected]

Tammy Finnell, Tammy Finnell, CMPCMPManager, Member Relations; and, Interim Regional Manager, Member Relations; and, Interim Regional Administrator – Southwest Central RegionAdministrator – Southwest Central RegionAR, LA, MO, OK, TXAR, LA, MO, OK, [email protected]

Kristine HofmannKristine HofmannRegional Administrator – Southwest Central Region Regional Administrator – Southwest Central Region AZ, CO, KS, NM, UTAZ, CO, KS, NM, [email protected]


SHRM Affiliated Chapters

• Two-way channels of communication between SHRM and members.

• Forums for personal and professional development of members.

• Opportunities to develop leadership, managerial, public-speaking and group decision-making skills.

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RegionalCouncils

State Councils

LocalChapters



Small 25–100 members

Medium 101–300 members

Large 301–500 members

Mega 501–1,000 members

Super Mega 1,001+ members

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Chapters are categorized into five sizes



By 12/31/16

25 in-chapter SHRM members and

51% of total chapter membership must be SHRM members

[Membership in a SHRM local chapter is separate and apart from membership in the national SHRM organization.]

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Chapter affiliation requirements

Three years

Three years

remaining

remaining

to meet new

to meet new

requirements

requirements


Use of the SHRM “Affiliate of” Logo

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INCORRECT LOGO USAGE

CORRECT LOGO USAGE


Our Chapter

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[Insert Name of Your Chapter Here]• Founded in ____• Affiliated with SHRM in ____• Other key historical data _____

[Your chapter charter and bylaws will contain this information. The charter and bylaws are on file at SHRM HQ; contact your RA.]


Our Chapter’s Logo

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[Insert the graphic of your chapter’s logo here]

• Newly updated “Graphics Standards Manual for Affiliates” available on the VLRC. • Use your chapter logo together with the “Affiliate of” SHRM logo.• Both logos must be the same size to denote a partnership.• If “SHRM” or the “Society for Human Resource Management” is part of your legal

name or “also known as” name, as specified in your bylaws, your chapter/state council must submit to SHRM for approval when creating or revising your logo.

• All other chapters/state councils are encouraged to submit their logo for approval.• Receiving pre-approval could save time, effort and expense.

A checklist and convenient submission form can be found at http://fs16.formsite.com/robgatesshrmorg/form17/index.html


Expectations for All Board Directors

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Governance Know and understand the purpose of the chapter charter Know and understand the purpose of the chapter bylaws Know and understand what constitutes a quorum for board decisions Review Roberts Rules of Order

Planning Be present and engaged in chapter board meetings Participate in setting goals and carrying out plans for

your specific area (organizational goals) Develop specific area objectives for the year

(maintenance goals)

Budgeting Develop specific area annual budget Operate responsibly within that budget Track and report


Our 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 our chapter charter is available at SHRM; contact our Regional Administrator

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Our Chapter’s Bylaws

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• Sample available online in the Volunteer Leaders’ Resource Center (VLRC) at http://www.shrm.org/Communities/VolunteerResources/ResourcesforChapters/Pages/CHAPRadmin.aspx

• A copy of our chapter bylaws is available at SHRM; contact our RA

• Chapter bylaws should be reviewed annually. Our bylaws were last reviewed on [insert date here]

• Revisions must be sent to FSD for review and SHRM approval

• Any bylaws changes must be approved by SHRM before the chapter members vote (ratify)


Expectations for All Board Directors

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Board Meetings

Presence at scheduled meeting or written report of progress

Submit agenda items (reports, documentation, metrics, etc.) in advance

Review and Update SHAPE Planning Worksheet to ensure tasks are on tract with year-end goals

Learn something new, Get to know someone better, and

Be sure to have some FUN!


Expectations for All Board Members

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Monthly Board Meetings

[Insert dates of board meetings for the year]

[NOTE: Notice of meetings is often dictated by your state laws for non-profits and/or your chapter bylaws. Check out what is applicable to your chapter.]


Our Chapter Board Directors’ Responsibilities

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[Insert appropriate board titles, in accordance with your chapter charter and bylaws.]

• President

• President-Elect

• Secretary

• Treasurer

• Past-President

Discuss and understand the specific role of each board director


SHRM Core Leadership Areas (CLAs)

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MembershipMembershipSHRM FoundationSHRM Foundation

College RelationsCollege Relations

DiversityDiversityCertificationCertification

Government AffairsGovernment Affairs

Workforce ReadinessWorkforce Readiness

Seven CLAs


SHRM Core Leadership Areas (CLAs)

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Structure

SHRM Staff CLA SHRM Staff CLA Contact Contact

(Headquarters)(Headquarters)

SHRM Staff CLA SHRM Staff CLA Liaison Liaison

(Field Services Reps)(Field Services Reps)

State-Level CLA State-Level CLA DirectorDirector

Chapter CLA ChairChapter CLA Chair


SHRM Resources for CLA Volunteers

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Volunteer Leaders’ Resource Center (VLRC)

Ongoing and Archived Webinars

and Conference

Calls for each CLA

ww

w.s

hrm

.org

/vlrc

Resources for each CLA


Expectations for CLA Chairs

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Set goals and direction Provide a two-way channel of communication between the Chapter

Board and CLA Committee Provide support and resources to CLA Committee Address Committee members’ concerns immediately Recruit and fill Committee positions Develop leadership skills and succession on your Committee

CLA Chairs will:


Our Chapter’s Membership Categories

• Professional Member

• General Member

• Associate Member

• Student Member

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[Insert appropriate membership categories, in accordance with your chapter bylaws.]

Discuss the differences of each of the membership categories and why you value each category


Our SHRM Student Chapter

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• Name of Student Chapter ____• Name of University ____• Location _____• Name of Student Advisor _____• Connections to our Chapter _____

Samples:– Discounted membership to our chapter– Invited to all of our chapter’s professional meetings– Volunteer service to chapter? (i.e., work at registration table for

chapter meetings)

[Insert your student chapter’s information here, if applicable]


SHRM Resources for our Student Chapter

• For information about starting/sponsoring/supporting a student chapter in our area, see www.shrm.org/students

• Tara Fournier, PHR, and Rachel Rosen are our SHRM contacts for student chapter information: [email protected]; [email protected]

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SHRM Affiliate Program for Excellence (SHAPE)

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All SHAPE resources are available on the VLRC

• 2014 SHAPE Workbook

• 2014 SHAPE Worksheet

• SHAPE FAQs

• Online Year-End Reporting Tool

www.shrm.org/vlrc


SHRM Affiliate Program for Excellence (SHAPE)

SHAPE Planning Workbook• Use as a planning tool for your chapter and state council

• Review at each meeting to assure initiatives are on track

• Look to the SHAPE Center on the VLRC for resourceshttp://www.shrm.org/Communities/VolunteerResources/ResourcesforChapters/Pages/SHAPE.aspx

SHAPE Worksheet• Use this tool to track progress throughout the year at each board meeting

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All SHAPE resources are available on the VLRC


Chapter Financial Support Payment (CFSP) Program

• Submit a completed SHAPE Year-End Report by 1/31 of each year and your membership roster when requested.

• Meet the applicable membership affiliation requirements.

• Have a chapter president who is a SHRM member in good standing throughout his/her term of office.

• Have SHRM-approved ratified bylaws on file at SHRM.

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Eligibility Criteria

SHRM pays chapters and state councils several millions of dollars each year in financial support. To be eligible for CFSP, the chapter must:

The amount of financial support will eventually be tied to affiliation percentages.



• Chapters must have a direct deposit account with a bank on file with SHRM.

• Sign up at www.shrm.org/Communities/VolunteerResources/ResourcesforChapters/Pages/CHAPRfin.aspx

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New requirement for CFSP as of January 1, 2012



• $6.25 four times a year ($25 annually) per member for 100% chapters

• $5 twice a year ($10 annually) per member for non-100% chapters

• Net Gain payment rewards chapters for growth of SHRM membership during the year

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CFSP currently pays

http://www.shrm.org/Communities/VolunteerResources/ResourcesforChapters/Pages/cfsp.aspx



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Example:Example: Chapter’s 12/31 SHRM

Membership Count

2014 2502013 -200Difference 50

Net Gain Payment (50 X $25) = $1,250

Net Gains formula



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Online at www.shrm.org/vlrc



– 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– Volunteer Leaders’ Webcast Series– Membership Recruitment & Retention Toolkit– Programming Ideas– Web Site Resources– Resources for Working with Volunteers– AND MUCH MORE!!!

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Online at www.shrm.org/vlrc


SHRM Resources for Volunteer Leaders

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Chapter Activities by Month

Available on VLRC:

http://www.shrm.org/Communities/VolunteerResources/ResourcesforChapters/Documents/

Chapter%20Activities%20by%20Month%202011%201116.docx



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Monthly SHRM Update for volunteer leaders



– Target audience is the incoming chapter presidents are encouraged to attend– FREE for incoming chapter presidents; includes hotel, designated meals and conference registration; chapter pays

travel expenses– If the incoming president cannot attend, the current president or another member of the chapter board may attend

in his/her place– Attendance is tied to SHAPE award levels

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SHRM Annual Leadership Conference

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!



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Conference calls and webinars

• Quarterly CLA webinars/conference calls http://www.shrm.org/Communities/VolunteerResources/Pages/clas.aspx

• Chapters by Size webinars/conference calls http://www.shrm.org/Communities/VolunteerResources/ResourcesforChapters/Pages/ChapterBySizeConfCall.aspx

• Volunteer Leaders Webcast Series http://www.shrm.org/Communities/VolunteerResources/WebcastArchivesforVolunteerLeaders/Pages/VLWebcastSchedule.aspx

Also refer to monthly SHRM Update and/or VLRC Master Calendar

www.shrm.org/vlrc

• SHRM Connect http://community.shrm.org/Home/

Form a chapter discussion group on SHRM Connect


State Leadership Conference

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• All chapter board members should attend our state leadership conference

• Attendance is tied to SHAPE award levels

[Include additional information about your state leadership conference here. Contact your state director for details.]


Questions?

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Thank you for volunteering!

[President’s Name], [credential][President’s Name], [credential][Title][Title]

[email] [email]

[Phone]

1 new board orientation for chapter officers, directors and chairs chapter logo goes here name of...

Documents

shrm shrm

insert chapter logo

overview shrm

shrm headquarters

chapter reports

affiliated shrm chapters

chapter officers

chapter presenters