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Leadership Days 2006 Leadership Days 2006 Chapter Chapter Operations Operations Session Session

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Page 1: Leadership Days 2006 Chapter Operations Session

Leadership Days Leadership Days 20062006

Chapter Operations Chapter Operations SessionSession

Page 2: Leadership Days 2006 Chapter Operations Session

Nametags:

Your Name

Your Chapter

Your Chapter Council District

NumberYour ChapterSize Grouping

Page 3: Leadership Days 2006 Chapter Operations Session

Leadership Days Leadership Days 20062006

Quick QuizQuick Quiz

Page 4: Leadership Days 2006 Chapter Operations Session

Leadership Days Leadership Days 20062006

Which chapter officer is Which chapter officer is ultimately responsible for ultimately responsible for

submitting Annual Reports each submitting Annual Reports each year?year?

Varies per chapter, but Varies per chapter, but ultimately the Chapter CHAIR is ultimately the Chapter CHAIR is

responsible.responsible.

Page 5: Leadership Days 2006 Chapter Operations Session

Leadership Days Leadership Days 20062006

When is the Annual Financial When is the Annual Financial Report due in at Materials Park?Report due in at Materials Park?

The Annual Financial Report is The Annual Financial Report is due on due on February 15February 15 each year. each year.

Page 6: Leadership Days 2006 Chapter Operations Session

Leadership Days Leadership Days 20062006

How much of a chapter’s annual How much of a chapter’s annual budget should be devoted to budget should be devoted to

lobbying?lobbying?

None. ASM International and all None. ASM International and all chapters are 501-C-3 Not-for-chapters are 501-C-3 Not-for-profit organizations and are profit organizations and are

federally restricted from federally restricted from lobbying activities.lobbying activities.

Page 7: Leadership Days 2006 Chapter Operations Session

Leadership Days Leadership Days 20062006

What is a What is a ChIPChIP??

ChChapter apter IInvestment nvestment PProgram – rogram – Enables Chapters to invest Enables Chapters to invest

capital with other ASM capital with other ASM investments.investments.

Page 8: Leadership Days 2006 Chapter Operations Session

Leadership Days Leadership Days 20062006

What is the cost of having an What is the cost of having an ASM Trustee visit your chapter?ASM Trustee visit your chapter?

Free! Free! All chapters are eligible All chapters are eligible for one Trustee Visit per year at for one Trustee Visit per year at

no cost to the chapter.no cost to the chapter.

Page 9: Leadership Days 2006 Chapter Operations Session

Leadership Days Leadership Days 20062006

What is Material Advantage?What is Material Advantage?

Material Advantage is the ACerS, Material Advantage is the ACerS, AIST, ASM and TMS Student AIST, ASM and TMS Student

Membership Program.Membership Program.

Page 10: Leadership Days 2006 Chapter Operations Session

Leadership Days Leadership Days 20062006

How often should a chapter How often should a chapter conduct a Member Needs conduct a Member Needs

Survey?Survey?

No more than 2 times per year No more than 2 times per year and at least every other year.and at least every other year.

Page 11: Leadership Days 2006 Chapter Operations Session

Leadership Days Leadership Days 20062006

How much should a chapter How much should a chapter spend annually on insurance?spend annually on insurance?

Nothing. ASM Headquarters Nothing. ASM Headquarters purchases insurance coverage purchases insurance coverage

for all chapters, and their events.for all chapters, and their events.

Page 12: Leadership Days 2006 Chapter Operations Session

Leadership Days Leadership Days 20062006

Who should chapters contact Who should chapters contact with suggestions for services with suggestions for services

from ASM?from ASM?Your local Chapter Council Your local Chapter Council

District Representative.District Representative.

Page 13: Leadership Days 2006 Chapter Operations Session

Leadership Days Leadership Days 20062006

Which chapter officers can Which chapter officers can access the online officer tools for access the online officer tools for

the chapter?the chapter?

Online tool access is limited to Online tool access is limited to the Chair, Vice Chair, Treasurer, the Chair, Vice Chair, Treasurer,

Secretary, Membership Chair Secretary, Membership Chair and Online Membership Chair and Online Membership Chair

only.only.

Page 14: Leadership Days 2006 Chapter Operations Session

Leadership Days Leadership Days 20062006

What is required by Chapter What is required by Chapter Council to be a ‘Chapter in Good Council to be a ‘Chapter in Good

Standing’?Standing’?Submit Annual Report, New Submit Annual Report, New Officer List, New Technical Officer List, New Technical

Program, Financial Report each Program, Financial Report each year, and send someone to year, and send someone to

Leadership Days every other Leadership Days every other year.year.

Page 15: Leadership Days 2006 Chapter Operations Session

Leadership Days Leadership Days 20062006

What is the Chapter Nexus?What is the Chapter Nexus?

The ASM Chapter e-Newsletter. The ASM Chapter e-Newsletter. Published during the months of:Published during the months of:September, October, November, September, October, November, January, February, March, April January, February, March, April

and May.and May.

Page 16: Leadership Days 2006 Chapter Operations Session

Leadership Days Leadership Days 20062006

Who do I contact at ASM HQ with Who do I contact at ASM HQ with general chapter operation general chapter operation

questions?questions?TBDTBD

Chapter Relations Administrator: Chapter Relations Administrator:800-336-5152 x5651800-336-5152 x5651

[email protected]@asminternational.org

Page 17: Leadership Days 2006 Chapter Operations Session

Leadership Days Leadership Days 20062006

Society StructureSociety Structure

Page 18: Leadership Days 2006 Chapter Operations Session

Leadership Days Leadership Days 20062006

Membership:Membership:

Identify, secure and exceed expectations Identify, secure and exceed expectations of our members, member segments, and of our members, member segments, and

carefully defined new segments.carefully defined new segments.

Information:Information:

Provide reliable and useful knowledge, Provide reliable and useful knowledge, information and data collections on information and data collections on metals and materials technology, metals and materials technology, collected and managed in media-collected and managed in media-independent electronic forms and independent electronic forms and

delivered to users in the media they delivered to users in the media they prefer.prefer.

What and Why?!?

Page 19: Leadership Days 2006 Chapter Operations Session

Leadership Days Leadership Days 20062006

Networking:Networking:Maximize opportunities for members to meet, Maximize opportunities for members to meet,

expand their networks of professional contacts, expand their networks of professional contacts, and participate in the activities of their Society and participate in the activities of their Society

through efficient face-to-face meetings through efficient face-to-face meetings supplemented by electronic communication and supplemented by electronic communication and

networking.networking.

Annual Event:Annual Event:Provide an annual event attractive to all Provide an annual event attractive to all components of ASM International, where components of ASM International, where

members can attend technical sessions, pursue members can attend technical sessions, pursue continuing education, develop professionally, continuing education, develop professionally,

expand networks, do committee work, and expand networks, do committee work, and benefit from the cross-fertilization of ideas benefit from the cross-fertilization of ideas through events of various ASM segments.through events of various ASM segments.

What and Why??

Page 20: Leadership Days 2006 Chapter Operations Session

Leadership Days Leadership Days 20062006

Chapters:Chapters:Provide members with a local interpersonal Provide members with a local interpersonal

network that facilitates the exchange of technical network that facilitates the exchange of technical information, career enrichment, and business information, career enrichment, and business

opportunities through a variety of chapter opportunities through a variety of chapter activities. Develop programs that encourage and activities. Develop programs that encourage and

support chapters in their quest for continuous support chapters in their quest for continuous improvement and member satisfaction.improvement and member satisfaction.

International:International:Focus on selected regions of the world by Focus on selected regions of the world by

marketing services and conferences to target marketing services and conferences to target regions, thereby expanding membership through regions, thereby expanding membership through

awareness of services.awareness of services.

What and Why??

Page 21: Leadership Days 2006 Chapter Operations Session

Leadership Days Leadership Days 20062006

Education:Education:Provide members with professional development Provide members with professional development

through technical presentations at the Annual through technical presentations at the Annual Event, chapter meetings, conferences and ASM Event, chapter meetings, conferences and ASM

publications. Provide high quality education publications. Provide high quality education products and services that meet the needs of products and services that meet the needs of

ASM members and their associates.ASM members and their associates.

Financial:Financial:Maintain financial stability by offering services Maintain financial stability by offering services

that are financially viable, to assure resources for that are financially viable, to assure resources for investment in providing for the changing needs of investment in providing for the changing needs of

members.members.

What and Why??

Page 22: Leadership Days 2006 Chapter Operations Session

Leadership Days Leadership Days 20062006

Society Structure

Page 23: Leadership Days 2006 Chapter Operations Session

Leadership Days Leadership Days 20062006

Volunteer StructureVolunteer Structure

Page 24: Leadership Days 2006 Chapter Operations Session

Leadership Days Leadership Days 20062006

Volunteer Structure

U.S. Europe Canada India

Chapter Council

CanadaCouncil

IndiaCouncil

ASM Board of Trustees

Page 25: Leadership Days 2006 Chapter Operations Session

Leadership Days Leadership Days 20062006

Trustee Structure

U.S. Europe Canada India

Chapter Council

CanadaCouncil

IndiaCouncil

ASM Board of Trustees

Page 26: Leadership Days 2006 Chapter Operations Session

Leadership Days Leadership Days 20062006

ASM Board of Trustees:ASM Board of Trustees:

Volunteer Structure

ASM PAST- ASM PAST- PRESIDENT PRESIDENT & Trustee:& Trustee:Dr. Bhakta Dr. Bhakta

B. Rath, B. Rath, FASMFASM

ASM ASM PRESIDENT PRESIDENT & Trustee:& Trustee:Dr. Reza Dr. Reza

Abbaschian, Abbaschian, FASMFASM

ASM ASM TREASURER TREASURER & Trustee:& Trustee:Mr. Paul L. Mr. Paul L.

HuberHuber

ASM VICE-ASM VICE-PRESIDENT PRESIDENT & Trustee:& Trustee:

Dr. Dr. Lawrence C. Lawrence C.

Wagner, Wagner, FASMFASM

Page 27: Leadership Days 2006 Chapter Operations Session

Leadership Days Leadership Days 20062006

ASM Board of Trustees:ASM Board of Trustees:

Volunteer Structure

ASM ASM SECRETARY SECRETARY & Managing & Managing

Director:Director:Mr. Stanley Mr. Stanley C. TheobaldC. Theobald

ASM ASM Trustee:Trustee:Ms. Sue Ms. Sue

Baik-Baik-Kromalic, Kromalic,

FASMFASM

ASM ASM Trustee:Trustee:

Dr. Dr. Christopher Christopher

Berndt, Berndt, FASMFASM

ASM Student ASM Student Board Board

Member:Member:Ms. Lindsey Ms. Lindsey CampbellCampbell

Page 28: Leadership Days 2006 Chapter Operations Session

Leadership Days Leadership Days 20062006

ASM Board of Trustees:ASM Board of Trustees:

Volunteer Structure

ASM Student ASM Student Board Board

Member:Member:Ms. Deborah Ms. Deborah

CarlsonCarlson

ASM ASM Trustee:Trustee:

Mr. Roger J. Mr. Roger J. Fabian, Fabian, FASMFASM

ASM ASM Trustee:Trustee:

Mr. Pradeep Mr. Pradeep Goyal, FASMGoyal, FASM

ASM ASM Trustee:Trustee:

Dr. William Dr. William E. Frazier, E. Frazier,

FASMFASM

Page 29: Leadership Days 2006 Chapter Operations Session

Leadership Days Leadership Days 20062006

ASM Board of Trustees:ASM Board of Trustees:

Volunteer Structure

ASM Student ASM Student Board Board

Member:Member:Ms. Marian Ms. Marian

(Molly) (Molly) KennedyKennedy

ASM ASM Trustee:Trustee:

Mr. Richard Mr. Richard L. Kennedy, L. Kennedy,

FASMFASM

ASM ASM Trustee:Trustee:

Dr. Dr. Frederick J. Frederick J. Lisy, FASMLisy, FASM

ASM ASM Trustee:Trustee:

Dr. Dr. Frederick E. Frederick E. Schmidt, Jr., Schmidt, Jr.,

FASMFASM

Page 30: Leadership Days 2006 Chapter Operations Session

Leadership Days Leadership Days 20062006

ASM Board -Elect:ASM Board -Elect:

Volunteer Structure

ASM ASM Trustee:Trustee:

Dr. Dianne Dr. Dianne Chong, Chong, FASMFASM

ASM Vice-ASM Vice-President President

ElectElect

ASM Trustee ASM Trustee - Elect:- Elect:

Dr. Daniel P. Dr. Daniel P. DenniesDenniesFASMFASM

ASM Trustee ASM Trustee - Elect:- Elect:

Dr. Subhash Dr. Subhash Mahajan, Mahajan,

FASMFASM

ASM Trustee ASM Trustee - Elect:- Elect:

Dr. Mark F. Dr. Mark F. SmithSmithFASMFASM

Page 31: Leadership Days 2006 Chapter Operations Session

Leadership Days Leadership Days 20062006

ASM Chapter Council:ASM Chapter Council:

JJ Letcavits – ChairJJ Letcavits – Chair

Greg Petrus – Vice ChairGreg Petrus – Vice Chair

Peg Jones – Incoming Vice ChairPeg Jones – Incoming Vice Chair

Members: David Fry, Tom Matulaitis, Bill Members: David Fry, Tom Matulaitis, Bill Livesay, Claudia Rawn, Richard Lynch, Livesay, Claudia Rawn, Richard Lynch, Bernard Bewlay, Al Singmaster, Wade Bernard Bewlay, Al Singmaster, Wade Kelley, Arvid Casler, B.J. Bernard, Eric Kelley, Arvid Casler, B.J. Bernard, Eric

Drake, Stephen LiuDrake, Stephen Liu

Volunteer Structure

Page 32: Leadership Days 2006 Chapter Operations Session

Leadership Days Leadership Days 20062006

ASM Canada Council:ASM Canada Council:

Steve Yue – ChairSteve Yue – Chair

John Read – Vice ChairJohn Read – Vice Chair

Sergei Shipolov – TreasurerSergei Shipolov – Treasurer

Prakash Pratnaik – SecretaryPrakash Pratnaik – Secretary

Members: Richard Blackwell, Mathieu Members: Richard Blackwell, Mathieu Brochu, Yemi Fasoyinu, Isaac Glick, Troy Brochu, Yemi Fasoyinu, Isaac Glick, Troy Lassau, Diego Mantovani, Priti Wanjara, Lassau, Diego Mantovani, Priti Wanjara,

John WolodkoJohn Wolodko

Volunteer Structure

Page 33: Leadership Days 2006 Chapter Operations Session

Leadership Days Leadership Days 20062006

ASM India Council:ASM India Council:H.M. Mehta – ChairH.M. Mehta – Chair

Dwirek K. Raj – Vice ChairDwirek K. Raj – Vice ChairPrem Kumar Aurora – SecretaryPrem Kumar Aurora – SecretaryVeluru Parthsarthy – TreasurerVeluru Parthsarthy – Treasurer

Members: Pradeep Goyal, T.V.K. Kidao, Members: Pradeep Goyal, T.V.K. Kidao, Ravindra Kulkarni, P. Ramakrishnan, R.G. Ravindra Kulkarni, P. Ramakrishnan, R.G.

Sadagopan, Daita Gopalakrishna, Sadagopan, Daita Gopalakrishna, Viswanath Seshadri, P.S. Subramaniam, Viswanath Seshadri, P.S. Subramaniam,

K. Bhanu Sankara RaoK. Bhanu Sankara Rao

Volunteer Structure

Page 34: Leadership Days 2006 Chapter Operations Session

Leadership Days Leadership Days 20062006

Staff StructureStaff Structure

Page 35: Leadership Days 2006 Chapter Operations Session

Leadership Days Leadership Days 20062006

ASM Headquarters:ASM Headquarters:

Stan Theobald, Managing DirectorStan Theobald, Managing Director

Thom Passek, Associate Managing Thom Passek, Associate Managing DirectorDirector

Jim Marder, Business Dev. DirectorJim Marder, Business Dev. Director

Laura Marshall, Business Dev. DirectorLaura Marshall, Business Dev. Director

Will Kornbau, ControllerWill Kornbau, Controller

Steve Weiss, IT DirectorSteve Weiss, IT Director

Theresa Matrisciano, HR Senior ManagerTheresa Matrisciano, HR Senior Manager

Scott Henry, Technical Senior ManagerScott Henry, Technical Senior Manager

Staff Structure

Page 36: Leadership Days 2006 Chapter Operations Session

Leadership Days Leadership Days 20062006

ASM Chapter Relations Team:ASM Chapter Relations Team:

First Point of ContactFirst Point of Contact::

TBDTBD, Administrator, Administrator

Chapters & Student ProgramsChapters & Student Programs::

CandaceCandace Cunningham, Coordinator Cunningham, Coordinator

Major IssuesMajor Issues::

RandallRandall Barnes, Manager Barnes, Manager

Other ItemsOther Items::

ThomThom Passek, Associate Managing Passek, Associate Managing DirectorDirector

Staff Structure

Page 37: Leadership Days 2006 Chapter Operations Session

Leadership Days Leadership Days 20062006

Membership Membership Development and Development and

RetentionRetention

Pages 38-48 C.O.M.Pages 38-48 C.O.M.

Page 38: Leadership Days 2006 Chapter Operations Session

Leadership Days Leadership Days 20062006

New Members:New Members:

For the ChapterFor the Chapter: More volunteers, : More volunteers, greater support of the chapter, strong greater support of the chapter, strong

technical base, increased topic range for technical base, increased topic range for the chapter.the chapter.

For the MemberFor the Member: Expanded network of : Expanded network of contacts, professional satisfaction of contacts, professional satisfaction of

assisting peers.assisting peers.

For the ProfessionFor the Profession: The sense of giving : The sense of giving back to the profession by helping others.back to the profession by helping others.

Membership Dev. & Retention

Page 39: Leadership Days 2006 Chapter Operations Session

Leadership Days Leadership Days 20062006

Membership Committee Duties:Membership Committee Duties:

Conscientiously seek new members.Conscientiously seek new members.

Develop member prospect lists.Develop member prospect lists.

Follow up with lapsed members.Follow up with lapsed members.

Contact membership inquiries.Contact membership inquiries.

Greet and welcome new members.Greet and welcome new members.

Always prepared with member Always prepared with member applications.applications.

Cooperate with Society membership Cooperate with Society membership programs.programs.

Prepare and staff membership displays.Prepare and staff membership displays.

Membership Dev. & Retention

Page 40: Leadership Days 2006 Chapter Operations Session

Leadership Days Leadership Days 20062006

Maintaining a Prospect List:Maintaining a Prospect List:

Former MembersFormer Members

Membership Recommendations/ReferralsMembership Recommendations/Referrals

Industry CoverageIndustry Coverage

Other Sources / IndustriesOther Sources / Industries

List MaintenanceList Maintenance

Membership Dev. & Retention

Page 41: Leadership Days 2006 Chapter Operations Session

Leadership Days Leadership Days 20062006

New Member Development:New Member Development:

““Why should I join?”Why should I join?”

Presenting ASM International:Presenting ASM International:

1.) Present compelling reasons why 1.) Present compelling reasons why membership yields benefits to a membership yields benefits to a

professional. professional.

2.) Present a convincing body of 2.) Present a convincing body of material to explain benefits.material to explain benefits.

Membership Dev. & Retention

Page 42: Leadership Days 2006 Chapter Operations Session

Leadership Days Leadership Days 20062006

Approaches to Prospectives:Approaches to Prospectives:

Personal ContactPersonal ContactA. A. Take the time to present ASMTake the time to present ASM. Relate to . Relate to

their technical area of interest and tie benefits their technical area of interest and tie benefits to match.to match.

B. B. Follow-upFollow-up: Demonstrate your commitment.: Demonstrate your commitment.

C. C. Bring others inBring others in: Introduce to officers and : Introduce to officers and other committee chairs.other committee chairs.

D. D. Stay InvolvedStay Involved: Ask for the application : Ask for the application before the ‘glow’ wears off. Continue the before the ‘glow’ wears off. Continue the

sponsoring.sponsoring.

Membership Dev. & Retention

Page 43: Leadership Days 2006 Chapter Operations Session

Leadership Days Leadership Days 20062006

Classification and Fees:Classification and Fees:

Individual Member (IND)Individual Member (IND)

Fee: $97.00*Fee: $97.00*

Rebate: $20.00Rebate: $20.00

* $1.00 goes to support the creation of * $1.00 goes to support the creation of career materials and the efforts of the career materials and the efforts of the

ASM International Foundation. Effective ASM International Foundation. Effective 1/1/20031/1/2003

Membership Dev. & Retention

Page 44: Leadership Days 2006 Chapter Operations Session

Leadership Days Leadership Days 20062006

Classification and Fees:Classification and Fees:

Chapter Sustaining (SUS)Chapter Sustaining (SUS)

Fee: $110.00 minimumFee: $110.00 minimum

Rebate: $40.00 minimumRebate: $40.00 minimum

This is the minimum fee for this This is the minimum fee for this classification. Chapters may set a higher classification. Chapters may set a higher fee. All funds above the minimum are fee. All funds above the minimum are

also incentive to the chapter.also incentive to the chapter.

Membership Dev. & Retention

Page 45: Leadership Days 2006 Chapter Operations Session

Leadership Days Leadership Days 20062006

Classification and Fees:Classification and Fees:

ASM Only Student (STU)ASM Only Student (STU)

Fee: $15.00Fee: $15.00

Rebate: $3.75Rebate: $3.75

Available to all students in high school or Available to all students in high school or younger younger onlyonly. All others must join . All others must join

Material Advantage.Material Advantage.

Membership Dev. & Retention

Page 46: Leadership Days 2006 Chapter Operations Session

Leadership Days Leadership Days 20062006

Classification and Fees:Classification and Fees:

Material AdvantageMaterial Advantage

ACerS/AIST/ASM/TMS Student ACerS/AIST/ASM/TMS Student MembershipMembership

Fee: $25.00Fee: $25.00

A cooperative membership in which the A cooperative membership in which the student receives benefits from student receives benefits from

ACerS,AIST, ASM and TMS.ACerS,AIST, ASM and TMS.

Membership Dev. & Retention

Page 47: Leadership Days 2006 Chapter Operations Session

Leadership Days Leadership Days 20062006

Classification and Fees:Classification and Fees:

Multiple Chapter AffiliationMultiple Chapter Affiliation

Fee: Fee: $42.50$42.50 $22.50$22.50

Rebate: Rebate: $20.00$20.00

Members may choose to affiliate with Members may choose to affiliate with more than one chapter. The multiple fee more than one chapter. The multiple fee

is per additional chapter selected.is per additional chapter selected.

Membership Dev. & Retention

Page 48: Leadership Days 2006 Chapter Operations Session

Leadership Days Leadership Days 20062006

Classification and Fees:Classification and Fees:

Retired (RET)Retired (RET)

Fee: $58.20 (60% of IND)Fee: $58.20 (60% of IND)

Rebate: $20.00Rebate: $20.00

Member must be 60 years of age, a Member must be 60 years of age, a member for 10 consecutive years and member for 10 consecutive years and

retired from regular employment.retired from regular employment.

Membership Dev. & Retention

Page 49: Leadership Days 2006 Chapter Operations Session

Leadership Days Leadership Days 20062006

Classification and Fees:Classification and Fees:

Life (LIFE)Life (LIFE)

Fee: $38.80 (40% of IND)Fee: $38.80 (40% of IND)

Rebate: $8.00Rebate: $8.00

Members must be at least 65 years of Members must be at least 65 years of age and the age plus years of age and the age plus years of

membership must equal at least 100. membership must equal at least 100. i.e., 70 years old with 30 years i.e., 70 years old with 30 years

membership.membership.

Membership Dev. & Retention

Page 50: Leadership Days 2006 Chapter Operations Session

Leadership Days Leadership Days 20062006

Classification and Fees:Classification and Fees:

New Member Initiation Fee: $10.00New Member Initiation Fee: $10.00

Affiliate Society Add-On DuesAffiliate Society Add-On Dues::

Heat Treat Society (HTS) - $20.00Heat Treat Society (HTS) - $20.00

Thermal Spray Society (TSS) - $25.00Thermal Spray Society (TSS) - $25.00

International Metallography Society (IMS) - International Metallography Society (IMS) - $25.00$25.00

Electronic Device Failure Analysis Society Electronic Device Failure Analysis Society (EDFAS) - $88.00 independent $20.00 (add on)(EDFAS) - $88.00 independent $20.00 (add on)

Shape Memory and Superelastic Technologies Shape Memory and Superelastic Technologies (SMST) - $50.00(SMST) - $50.00

Membership Dev. & Retention

Page 51: Leadership Days 2006 Chapter Operations Session

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Chapter Structure Chapter Structure

and Operationsand Operations

Pages 5-8 C.O.M.Pages 5-8 C.O.M.

Page 52: Leadership Days 2006 Chapter Operations Session

Leadership Days Leadership Days 20062006

Calendar Dates of Note:Calendar Dates of Note:

End of Chapter Year: 31 MayEnd of Chapter Year: 31 May

Fiscal Year: 1 Jan. through 31 Dec.Fiscal Year: 1 Jan. through 31 Dec.

Election Deadline: 1 JulyElection Deadline: 1 July

Chapter Structure and Ops

Page 53: Leadership Days 2006 Chapter Operations Session

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Highlighted Information:Highlighted Information:

Officers: Chair, Vice-Chair, Treasurer, Officers: Chair, Vice-Chair, Treasurer, Secretary (T&S may be combined)Secretary (T&S may be combined)

Purpose of an ASM Chapter:Purpose of an ASM Chapter:

To be the leading technical To be the leading technical organization within its own organization within its own

community.community.

Chapter Structure and Ops

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Highlighted Information:Highlighted Information:

Vacancies: shall be filled by Vacancies: shall be filled by nomination and election within the nomination and election within the

Executive Committee.Executive Committee.

Rules of Chapter Government:Rules of Chapter Government:

By-Laws shall be consistent with the By-Laws shall be consistent with the Articles of Incorporation, the Articles of Incorporation, the Constitution and the Rules of Constitution and the Rules of Government of the Society.Government of the Society.

Chapter Structure and Ops

Page 55: Leadership Days 2006 Chapter Operations Session

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Committees:Committees:

EssentialEssential: Program, Membership, : Program, Membership, Education, FinanceEducation, Finance

DesirableDesirable: Advisory, Arrangements, : Advisory, Arrangements, Awards Selection, Attendance, Awards Selection, Attendance,

Community Service, Entertainment, Community Service, Entertainment, Long Range Planning, Student Long Range Planning, Student

Affairs, Yearbook, Education, Public Affairs, Yearbook, Education, Public Relations, ReceptionRelations, Reception

Chapter Structure and Ops

Page 56: Leadership Days 2006 Chapter Operations Session

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Education Programs Education Programs

and Activitiesand Activities

Pages 19-24 C.O.M.Pages 19-24 C.O.M.

Page 57: Leadership Days 2006 Chapter Operations Session

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Global Benefits:Global Benefits:

1. Value to the local industry.1. Value to the local industry.

2. Reliable or substantial source of 2. Reliable or substantial source of funds.funds.

3. Develop local experts3. Develop local experts

4. Develop a resource pool of 4. Develop a resource pool of experts.experts.

Ed Programs and Activities

Page 58: Leadership Days 2006 Chapter Operations Session

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Ed. Committee Chair Ed. Committee Chair Responsibilities:Responsibilities:

1. Plan and deliver at least one 1. Plan and deliver at least one course.course.

2. Consider an annual theme.2. Consider an annual theme.

3. Select best instructors available.3. Select best instructors available.

4. Publicize the courses.4. Publicize the courses.

5. Publish the course in a brochure.5. Publish the course in a brochure.

6. Recruit and develop event team.6. Recruit and develop event team.

7. Prepare an operating budget.7. Prepare an operating budget.

8. Evaluate and review.8. Evaluate and review.

Ed Programs and Activities

Page 59: Leadership Days 2006 Chapter Operations Session

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Education Training Formats:Education Training Formats:

1. Lecture Courses1. Lecture Courses

2. Video Courses2. Video Courses

3. In-Plant Training3. In-Plant Training

4. Chapter Administered Self-Study4. Chapter Administered Self-Study

Ed Programs and Activities

Page 60: Leadership Days 2006 Chapter Operations Session

Leadership Days Leadership Days 20062006

Chapter Tools:Chapter Tools:

1. Education Department Chapter 1. Education Department Chapter CatalogCatalog

2. Chapter Education Course Manual2. Chapter Education Course Manual

3. Chapter Instructor’s Guide3. Chapter Instructor’s Guide

4. Video Trainer’s Guide4. Video Trainer’s Guide

5. Signature Collection Brochure5. Signature Collection Brochure

Ed Programs and Activities

Page 61: Leadership Days 2006 Chapter Operations Session

Leadership Days Leadership Days 20062006

Financial PlanningFinancial Planning

GuideGuide

Pages 25-33 C.O.M.Pages 25-33 C.O.M.

Page 62: Leadership Days 2006 Chapter Operations Session

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Important Points:Important Points:

ASM and its chapters do not exist for ASM and its chapters do not exist for the purpose of making money. the purpose of making money.

How much should a chapter hold in How much should a chapter hold in reserve?reserve?

A. One year’s Operational Costs.A. One year’s Operational Costs.

B. $10-15 per member.B. $10-15 per member.

C. Other calculations?C. Other calculations?

Financial Planning Guide

Page 63: Leadership Days 2006 Chapter Operations Session

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Membership Incentives Membership Incentives (Rebates):(Rebates):

Rebate Schedule:Rebate Schedule:

Individual members (IND): $20.00Individual members (IND): $20.00

Student members (STU): $3.75Student members (STU): $3.75

Sustaining members (SUS): $40.00 Sustaining members (SUS): $40.00 min.min.

Retired Members (RET): $20.00Retired Members (RET): $20.00

Multiple Chapter Member: $20.00Multiple Chapter Member: $20.00

Membership ‘Snapshot’: 1 Membership ‘Snapshot’: 1 September.September.

Financial Planning Guide

Page 64: Leadership Days 2006 Chapter Operations Session

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Rebate Exceptions:Rebate Exceptions:Paid in 9 installments Sept. through Paid in 9 installments Sept. through

May.May.Chapter Sustaining Memberships Chapter Sustaining Memberships

above the $110.00 base rate.above the $110.00 base rate.Chapter Sustaining Memberships are Chapter Sustaining Memberships are paid the month following collection paid the month following collection

by Materials Park.by Materials Park.Rebate totals less than $2500 are Rebate totals less than $2500 are

paid in full.paid in full.Must be Chapter in Good Standing.Must be Chapter in Good Standing.

Financial Planning Guide

Page 65: Leadership Days 2006 Chapter Operations Session

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Investments:Investments:

Chapter Investment Program (CHIP)Chapter Investment Program (CHIP)

Established in March 1974.Established in March 1974.

Safety of Principle.Safety of Principle.

Yield greater than passbook savings.Yield greater than passbook savings.

Immediate cash availability.Immediate cash availability.

Revised in 1998.Revised in 1998.

All chapters are eligible to All chapters are eligible to participate.participate.

Financial Planning Guide

Page 66: Leadership Days 2006 Chapter Operations Session

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CHIP Options:CHIP Options:OPTION 1: Pooled with other chapters, OPTION 1: Pooled with other chapters,

guaranteed return, no fees, liquidity, principle guaranteed return, no fees, liquidity, principle is guaranteed by assets of ASM not federal, is guaranteed by assets of ASM not federal, short-term, statements on the 15th of the short-term, statements on the 15th of the

month.month.

OPTION 2: Pooled with other chapters and ASM OPTION 2: Pooled with other chapters and ASM investment funds, variable return, fees investment funds, variable return, fees

associated, gain/loss calculation, principle not associated, gain/loss calculation, principle not guaranteed, long-term, statements on the 20th guaranteed, long-term, statements on the 20th

of the month.of the month.

OPTION 3: Combination of 1 & 2.OPTION 3: Combination of 1 & 2.

Financial Planning Guide

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Technical Program Technical Program Planning GuidePlanning Guide

Pages 34-37 C.O.M.Pages 34-37 C.O.M.

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Considerations:Considerations:

Program CommitteeProgram Committee

Building a ProgramBuilding a Program

Programming for All MembersProgramming for All Members

Resources:Resources:

Trustee Visit ProgramTrustee Visit Program

Chapter Speakers DirectoryChapter Speakers Directory

Tech. Program Planning Guide

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Student Outreach Student Outreach and Activitiesand Activities

Pages 54-60 C.O.M.Pages 54-60 C.O.M.

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Career Awareness:Career Awareness:

Career Day ProgrammingCareer Day Programming

National Engineers WeekNational Engineers Week

High School Visitation ProgramHigh School Visitation Program

Materials Activities:Materials Activities:

Industrial ToursIndustrial Tours

Students’ Night MeetingsStudents’ Night Meetings

Professional ShadowingProfessional Shadowing

Engineering Open HousesEngineering Open Houses

Student Outreach and Activities

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Education:Education:

Science FairsScience Fairs

Mini-Course in Technology of MaterialsMini-Course in Technology of Materials

Demonstrations/ExperimentsDemonstrations/Experiments

ScholarshipsScholarships

Seminars for TeachersSeminars for Teachers

Boy Scout ProgramBoy Scout Program

Student Outreach and Activities

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Member Needs Member Needs SurveySurvey

Pages 64-71 C.O.M.Pages 64-71 C.O.M.

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Process:Process:

PlanningPlanning

Survey PreparationSurvey Preparation

TimingTiming

Data CollectionData Collection

Analysis and ReportAnalysis and Report

Member Needs Survey

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2005-2006 2005-2006 CalendarCalendar

Page 79 C.O.M.Page 79 C.O.M.

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Chapter Quality and Recognition ProgramChapter Quality and Recognition Program

Annual Chapter ReportAnnual Chapter Report

Chapter Leadership DaysChapter Leadership Days

Reports and Processes

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Communications:Communications: Chapter Nexus, Leadership Chapter Nexus, Leadership Days, Trustee Visit Program, On-Line Days, Trustee Visit Program, On-Line

Communications, Chapter Council District Communications, Chapter Council District Reps.Reps.

Other Assistance:Other Assistance: Chapter Relations Office, Chapter Relations Office, Regional Meeting Subsidies, Educational Regional Meeting Subsidies, Educational

Course Subsidies, Insurance Coverage, Policy Course Subsidies, Insurance Coverage, Policy on Meetings, Meeting Access, Regional Chapter on Meetings, Meeting Access, Regional Chapter

Events, Publications by Chapters, The Board, Events, Publications by Chapters, The Board, Exhibit Requirements for Regional Chapter Exhibit Requirements for Regional Chapter

Events, ASM Assistance For Chapter Events, ASM Assistance For Chapter ConferencesConferences

Resources

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Approaches to Prospectives:Approaches to Prospectives:

Telephone SolicitationTelephone Solicitation

Prepare a brief, articulate message.Prepare a brief, articulate message.

Membership advantages should be Membership advantages should be extremely familiar and on the tip of the extremely familiar and on the tip of the

tongue.tongue.

Personal letter informing them of the call.Personal letter informing them of the call.

Encourage discussion.Encourage discussion.

Personal visit not required, unless Personal visit not required, unless requested.requested.

Assist in completing the application.Assist in completing the application.

Membership Dev. & Retention

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Student Membership:Student Membership:

Recruiting ProceduresRecruiting Procedures

Meet with Faculty Advisor - identify Meet with Faculty Advisor - identify benefits.benefits.

Generate a list of students who are Generate a list of students who are eligible.eligible.

Keep a supply of student application Keep a supply of student application forms.forms.

Student drive should be a concentrated Student drive should be a concentrated effort.effort.

Begin early in the academic year.Begin early in the academic year.

Membership Dev. & Retention

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Student Membership:Student Membership:

RetentionRetention

Maintain sponsor relationship.Maintain sponsor relationship.

Ensure a welcome environment.Ensure a welcome environment.

Engage them in the chapter.Engage them in the chapter.

Student to Individual MembershipStudent to Individual Membership

Conversion - No charge for first year.Conversion - No charge for first year.

Membership Dev. & Retention

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Individual Member Retention:Individual Member Retention:

Maintain an organized retention program.Maintain an organized retention program.

Follow up with lapsed memberships.Follow up with lapsed memberships.

Chapter Change Report.Chapter Change Report.

Lapsed Members lose benefits at 120 Lapsed Members lose benefits at 120 day point.day point.

Telephone call or personal visit.Telephone call or personal visit.

Uncover the reason for the decision to Uncover the reason for the decision to not renew.not renew.

Membership Dev. & Retention

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Individual Member Retention:Individual Member Retention:

Retired Member ProgramRetired Member Program

Welcome new membersWelcome new members

Acknowledge new membersAcknowledge new members

Get New Members involved in activities.Get New Members involved in activities.

Membership Dev. & Retention

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Public Relations Public Relations GuidelinesGuidelines

Pages 52-53 C.O.M.Pages 52-53 C.O.M.

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Basics:Basics:

Build public awareness to enhance your Build public awareness to enhance your chapter, your sustaining members and chapter, your sustaining members and

the society as a whole.the society as a whole.

Print and broadcast media.Print and broadcast media.

Know and maintain press contacts.Know and maintain press contacts.

Respect their deadlines.Respect their deadlines.

Be concise when writing press releases.Be concise when writing press releases.

Public Relations Guidelines

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ASM International Identity:ASM International Identity:

Our Society is Our Society is ASM InternationalASM International (or just (or just ASM on second mention). Not ASMI, nor ASM on second mention). Not ASMI, nor

American Society for Materials American Society for Materials International, nor American Society for International, nor American Society for

Metals. Always use the logo which Metals. Always use the logo which includes the words “The Materials includes the words “The Materials

Information Society.”Information Society.”

To explain use the following: To explain use the following: ““ASM International is a volunteer society for materials ASM International is a volunteer society for materials

professionals, providing a worldwide network professionals, providing a worldwide network dedicated to advancing industry, technology, and dedicated to advancing industry, technology, and

humanity through the sharing of timely, useful and humanity through the sharing of timely, useful and reliable technical information.”reliable technical information.”

Public Relations Guidelines

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ASM International Logos:ASM International Logos:

Public Relations Guidelines

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ASM Resources:ASM Resources:

Send in photos and articles to Send in photos and articles to ASM ASM NewsNews, care of:, care of:

Rego Giovanetti, Communications OfficerRego Giovanetti, Communications Officer

440-338-5151 x5622 440-338-5151 x5622 [email protected] [email protected]

Send in articles to Send in articles to Chapter NexusChapter Nexus, care , care of:of:

Candace CunninghamCandace Cunningham

440-338-5151 x5527440-338-5151 x5527

[email protected]@asminternational.org

Public Relations Guidelines