chapter leader webinar june 2015. mary beth lech, lifetime cfcm, fellow ncma chapter relations...

Chapter Leader Webinar

June 2015

Mary Beth Lech, Lifetime CFCM, Mary Beth Lech, Lifetime CFCM, Fellow Fellow

NCMA Chapter Relations Manager

Vanesa PowersVanesa PowersNCMA Chapter Relations Specialist

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Monthly Chapter Leader WebEx Recordings Now Available

• NCMA monthly chapter leader WebEx discussions are now being recorded for you to listen to as a refresher at a later date.

• Go to the NCMA Chapter Resources page and in the left column, click on Chapter Training Materials. Copies of the briefing charts are also available for you there.

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• Annual chapter reporting due by July 31st

• FIVE mandatory items:– Chapter Annual Report (which includes the self evaluation spreadsheet and executive summary)– Chapter Financial Report– Chapter Audit Report– List of officers and volunteers for PY15-16– Copy of chapter bylaws

•NO separate reporting requirement for consideration for the Graalman award

awards@ncmahq.org

Chapter Leader WebinarJune 17, 2015

Chapter Annual Reporting

Angie KaysNCMA Office Manager

Jeannine RosoChapter Annual Report Review Team Chair

Chapter Financial Report: Beginning Balance

Other Revenue Items

Other Expenses Items

Grant / Scholarships

Financial Report – Ending Balance

Supplementary Information: Grants / Scholarships

Supplementary Information: Board Member Questions

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Audit Report

•Questions for Angie??

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Quicken software

•Every chapter is entitled to a FREE copy of Quicken software to help keep your financial books and records

•Send your request to chapterrelations@ncmahq.org

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Top 5 Helpful Hints for Submitting Your Self-Evaluation

5. Use www.ncmahq.org as a resource!

•You can get data such as which of your members have obtained certification during the program year, how many members you had at the beginning of the year and how many at the end so you know if your chapter is growing, staying the same or declining.– You can also send an e mail to chapterrelations@ncmahq.org

•You can check back issues of Contract Management magazine for articles written by members or what photos may have been submitted by your chapter.

•Look at what events you may have posted on the Calendar of Events

4. Write the Executive Summary to tell your story

•The Executive Summary should supplement the worksheet, not parrot it.

• Include your Chapter size in the Executive Summary. This helps the evaluators immensely in their rating determinations.

•Only MS Word or PDF files are permitted. MS Power Point is no longer an acceptable format.

3. Know Your Program Year

•All data on the Self-Evaluation Worksheet should occur within the Program Year: July 1, 2014 – June 30, 2015

2. Submit the Self-Evaluation Worksheet as an editable Excel spreadsheet

•No .pdf files•No password protected files•The evaluators use the spreadsheet for their

input, too, so they need to be able to edit the file.

1. Fill in the Additional Detail/ Information or Description column!!!!

•Without additional detail and information the evaluators have nothing to evaluate.

•Don’t be afraid to elaborate here. It’s better to put it in than leave it out.

The Race Begins

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START OF A NEW PROGRAM YEAR Planning Meeting

New chapter leaders Goals

In line w/NCMA mission & goals?

Activities Budget Standard Operating

Procedures Assign Annual Report

responsibilities Guide to completing reports

Trends and Concerns

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Last minute effortIncomplete/erroneous reportingChapter web sites out of dateDidn’t use available HQ resourcesDidn’t canvas chapter members (teaching, writing, speaking, national events, certifications, etc.)

Inattention by Chapter LeadersRequired formats not followed

Jeannine Roso, CPCM CFCM jroso@sabresystems.com

Angie Kaysakays@ncmahq.org

chapterrelations@ncmahq.org

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Summer Chapter Leader Summit 2015

Send your new President and other members of your leadership team for program year 2015-2016!

Send in your proposal by June 30th

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Find details at at http://bit.ly/1zdE0Gx.

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Chapter training now in “How toHow to” presentations that you can access and keep for future references.

You can find these presentations in SharePointhttp://resources.ncmahq.org/chapters

•Chapter Branding

•Chapter Member Reports

•Chapter Monthly Checklist

•Chapter SharePoint Login

•Create Mailing Labels

•Chapter Social Media

•Did You Know?

•NES Webinar On Demand

•New Member Initiative

Webinars

• June 25: Better Buying Power 3.0

•Every chapter is entitled to ONE LIVE webinar or TWO pre recorded webinars each program year.

•Deadline to order your’s for your chapter is JUNE 30th.

•Contact chapterrelations@ncmahq.org

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http://www.ncmahq.org/Membership/content.cfm?ItemNumber=17735

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Applications due June 30th!

• Applications are now being accepted for admission to the 2015–2016 NCMA Contract Management Leadership Development Program (CMLDP). This program is designed to help develop the next generation of contract management leaders through an intensive yearlong educational experience.

• More Information

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Outstanding Chapter Volunteer Award

•Nominations are due NLT July 31st to awards@ncmahq.org

• The Outstanding Chapter Volunteer Award provides a means of giving special recognition at the national level to those volunteers who demonstrate dedicated service to NCMA and its members

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Chapter Elections should be complete!

Submital of chapter officer roster to the National HQ office was due by May 15th

Send to chapterrelations@ncmahq.org

Mary Beth Lech, Lifetime CFCM, Fellow NCMA Chapter Relations Manager

1.800.344.8096 x1119mlech@ncmahq.org

Vanesa PowersNCMA Chapter Relations Specialist

1.800.344.8096 x1120vpowers@ncmahq.org

You can reach us:

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