creating a stellar chapter development plan

CREATING A STELLAR

Chapter Development PlanLearn how to create your own chapter development plan by using a provided template

Kyle BazzyDirector of Growth

Proud Detroiter

BillhighwayGot Chapters?

Founded in 1999

Who We Are/What We Do

Why do you need a chapter

development plan?

Clarity

Why…

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Effective Communication02

“The purpose of this chapter development plan is to create a pathway to enhance, revive and inspire chapters to flourish...”- Claudia Huss, Vice President, Member Relations at Association of Energy Services

Professionals (AESP)

2017 Chapter Development Plan Template

Original template designed by Claudia

Did I print this yet? I did!

Set Your Intent (PG. 1)

ASK YOURSELF• What do you want to get out of this?

• More focus on chapters?

• A picture of the chapter landscape for leadership?

• What are your current goals?

• What is leadership asking for from you?

• What do you absolutely have to get donein the next 11 months?

Have a question? Enter your question in the chat

Set Your Intent (PG. 1)

Chapter Goals HQ GoalsCRP Goals

Executive Summary (PG. 2)

WHERE TO START• Create a concise statement about the overall

health of your chapters• Some things to consider and include:

• Number of chapters • Have any closed?• Gaps in chapter locations• Current leadership (new vs. seasoned)• Chapter expectations• Number of chapter meetings and/or

events per year

Don’t rush!

Chapter Development Goals(PG. 2-3)WHERE TO START• List 3-5 goals you'd like to accomplish in

the next year

• Create actionable subtasks to accomplish those goals

• Determine who will be the point person

• Assign a due date

• Is there budget for this initiative?

I have so many…

General Support(PG. 4)WHERE TO START• What general support do you provide to your chapters? • List out all tasks/services and tools that national provides:

• Financial compensation• Member database/list• Website creation/maintenance• Leadership meetings• Bank accounts• Resources/templates• Taxes

Issues of Concern(PG. 4)

WHERE TO START• Be frank here. • What drives you nuts about your chapters? • What should they be doing, but aren’t? Maybe it’s…

• Filing taxes• Number of events they’re conducting• Recording event attendance• Updating webpages

Have a question? Enter your question in the chat

Do Your Research(PG. 5)

WHERE TO START• Conduct some research, get some stats.

Find 3 to begin with. • Where should you look?

• Websites of other associations• Phone calls to chapter leaders of

other associations• Webinars• Consultants• Conversations with your current

chapter leaders, board and staff members

I’ll call my buddy!

Resources:Are Chapters Worth The Effort: 2016 Chapter Benchmarking Report

Mariner Management & Marketing LLC

The 2016 Membership Marketing Benchmarking Report

Marketing General Incorporated

Association ResourcesKnowledge Bank

Billhighway

Analysis of Chapters(PG. 5-10)

WHERE TO START• List out all of your chapters. • Provide at least one strength, weakness and

opportunity/recommendation per chapter. • Ask yourself:

• How long has this chapter been around?• Have they collaborated with any other

organizations to host events?• Is chapter leadership engaged?• Is membership growing or declining?

Have a question? Enter your question in the chat

Review Goals(PG. 11)

RE-EVALUATE• Now that you have a good idea on

your chapters’ strengths and weaknesses, use that to revise and update your goals

• Share it with someone

• Present to leadership

I do! Good idea

01 Define reality

Effectively serve those you lead

Say thank you

The 3 Roles of Good Leaders

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"The first responsibility of a leader is to define reality. The last is to say thank you. In between the two, the leader must become a servant and a debtor."-- Max De Pree on leadership

http://www.eerdmans.com/Products/6398/the-three-tasks-of-leadership.aspx

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Help Me, Help You2017 Chapter Initiatives:• Chapter Restructuring (changing the by-laws, new

affiliation agreements, selling it to senior leadership/board, and more)

• Defining your chapter ROI

• Creating dashboards and identifying the right data to tell a story

• Improving engagement with your chapters

• TELL US YOUR 2017 CHAPTER INITIATIVES

The Billhighway Road Show

Introducing…beep

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Feb 8th ChicagoOfficePort - Graham Conference Room

9 West Washington StreetChicago, IL 60602

Feb 22nd RestonIntelligent Office – Reston

1900 Campus Commons Drive, Suite 100Reston, VA 20191