asme 101 – asme resources essential leadership tools volunteer center communi- cations tools units...

ASME 101 – ASME Resources

Essential Leadership

Tools

Volunteer Center

Communi-cations Tools

Units Leadership Resource

Online Roster

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End Game1

ASME 101: Resources for ASME

Scott A. Carlson, P.E. [email protected]

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Session Objectives

• The objective of this session is to provide you (in a fun and interactive way) with an overview of the resources that are available to you to guide you in leading your unit more effectively.

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Guest Host: Scott Carlson

Welcome to ASME JEOPARDY

ASME Jeopardy

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ASME 101 – ASME ResourcesQ: Ess Leadership for $100

A one stop shop for leaders to download

necessary forms, roster, manuals and contact info

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ASME 101 – ASME ResourcesA: Ess Leadership for $100

Unit Leadership Resource Center

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Unit Leadership Resource Center:

• Forms & Instructions• Online Roster• Financial Reports Manager• Manuals• Leadership Resources• General Information (Newsletter Template)• Staff Contacts

http://volunteer.asme.org/unit/

E: Ess Leadership for $100

ASME Jeopardy

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A place to access current membership and officer

information

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On-line Roster

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Online Roster:• For divisions and sections, unit leaders have access to the online

membership roster 24/7• Revised format for ease of use• Access to current officer information• This data can be used for:

– Learning about member changes in unit (address changes, new members)– Demographics studies (where members live, employers, job positions and

technical interest)– Phone banks and contact information

• To gain access, the designated volunteers must sign a conflict of interest form and member data agreement.

• Both forms are available on the Unit Leadership Resource Center


ASME Jeopardy

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DAILY DOUBLE

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Available to all unit leaders (or authorized

designees)to communicate with

their unit 24/7

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Unit E-mail Messaging

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Unit E-mail Messaging:

https://roster.asme.org/E: Ess Leadership for $300

ASME Jeopardy

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Access information on Board of Governors,

Sectors and Committees and Global Communities

Directories

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Online Directories

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Online Directories:

• AC-10 – Board of Governors (BOG), Sectors and Committees

• Global Communities Directory• Directories are linked to the ASME database so they

are always up-to-date• Access through the “Members Only” link on ASME.org.

or at

http://my.asme.org• To access both directories you will need your ASME

member number.


ASME Jeopardy

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A center where you can obtain quick access to best practices, Section Newsletter Template, and VOLT Academy

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Volunteer Center

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Volunteer Center:

• Program Funding Options

• Unit Leadership Resource Center

• Best Practices (Section & Division)

• Volunteer Expense Form

• Section Newsletter Template

• Volunteer Orientation and Leadership Training (VOLT) Academy

http://www.asme.org/Governance/Volunteer/


ASME Jeopardy

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ASME 101 – ASME ResourcesQ: Volunteer Centre for $100

Potential source of funding for programs/

services where funding is not provided by the

annual operating budget

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ASME 101 – ASME ResourcesA: Volunteer Centre for $100

Program Funding Options

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Program Funding Options:• Options for projects not funded through the

annual operating budget:• ASME Development Fund

– Eligible Projects: Feasibility Studies; Experimental, Embryonic or Prototype Programs

• ASME Foundation Grants– Technical Literacy– Career Planning & Skills Development– Technologically Sound Public Policy

http://www.asme.org/Governance/Volunteer/Funding/Program_Funding_Options.cfm

E: Volunteer Centre for $100

ASME Jeopardy

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A central location where successful programs are documented to provide guidance to other units

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•Term Life

•Disability Income

•Major Medical

•Dental

•Long Term Care

•Medicare Supplement

•Discount Prescription

•Small Employer Group Insurance

Best Practices

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Best Practices:• Case study approach of section and technical

division best practices:– Community & Government Relations / Outreach– Honors & Awards– Industry Relations / Outreach / External Collaborations– Local Technical Conferences– Marketing / Advertising / Promotions– Members & Leaders– Operations & Organization– Professional Development / Short Courses / Seminars– Revenue Generations / Finances

– Study & Early Career Engineer

http://volunteer.asme.org/practices/


ASME Jeopardy

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Step by step instructions for ASME http

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Guidelines to Create Section Website

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Guidelines for Creating Section Website:

• Importance of having a website for your unit:– Increase communication & involvement among

current Section, Group and Student Section members.

– Offer greater visibility for activities and members. – Provide additional means for promotion/marketing

of publication, programs and events. – Utilize as a recruitment tool for increasing

membership.

http://volunteer.asme.org/unit/Guidelines_Creating_Section.cfm


ASME Jeopardy

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Academy for training / leadership resource for

unit leaders

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Volunteer Orientation and Leadership Training

(VOLT) Academy

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VOLT Academy:

• Ensure ASME volunteers have the training needed to assume the leadership positions.

• The skills gained from such leadership positions can enhance their professional careers.

http://volunteer.asme.org/volt/


ASME Jeopardy

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A centralized location for units to post available

positions and for interested volunteers to

post their profiles

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Volunteer Opportunity Bulletin Board (VOBB)

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Volunteer Opportunities Bulletin Board (VOBB):• Strengthen your unit through increased diversity• Attract new members• Fill open positions more quickly• Sort by structure (sector) or category (desired

position)• Interested volunteers can post their profile on

the VOBB• Leaders can post available positions and search

profileshttp://volunteer.asme.org/vobb


ASME Jeopardy

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ASME 101 – ASME ResourcesQ: Comm Tools for $100

Downloadable files from the following site

https://roster.asme.org(Text or Excel formats)

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ASME 101 – ASME ResourcesA: Comm Tools for $100

Section Master Roster•Display the field definition of the section master roster file•Download the entire section master roster in text format•Download the entire section master roster in Excel format•Display the field definition for the "summary of changes" file•Download the entire section summary of changes file (text)•Download the entire section summary of changes file (Excel) •Display the field definition of the dropped members file•Download the dropped members file (text)•Download the dropped members file (Excel)

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Section Roster Download:

https://roster.asme.org/

E: Comm Tools for $100

ASME Jeopardy

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Access information on Board of Governors,

Sectors and Committees and Global Communities

Directories

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Online Directories

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Online Directories:

• AC-10 – Board of Governors (BOG), Sectors and Committees

• Global Communities Directory• Directories are linked to the ASME database so they

are always up-to-date• Access through the “Members Only” link on ASME.org.

or at

http://my.asme.org• To access both directories you will need your ASME

member number.


ASME Jeopardy

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Published 10 times a year; This template can be

found or the Unit Leadership Resources

Center or VolunteerResources pages.

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Section Newsletter Template

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Section Newsletter Template:

• Prepared for use by newsletter editors

• 10 published per year in Word format

• Contains articles related to unit activities, special announcements and ASME products and services

• Space is provided for placement of unit related articles

• Editors notified each month. The latest template can be found or the Unit Leadership Resources Center or Volunteer Resources pages.

http://www.asme.org/Governance/Volunteer/Section_Newsletter_Templates.cfm


ASME Jeopardy

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Quick access to publications for leaders

to increase awareness of ASME Activities

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Online Publications

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Online ASME Publications:

• K&C Leadership Newshttp://committees.asme.org/K&C/CIC/Current_Issue.cfm

• Inter-Comm – Published quarterly for volunteer leaders to increase their awareness of ASME Activities

http://www.asme.org/NewsPublicPolicy//

• ASME Connections – Easy access to the new structure of and ASME strategies

http://www.asme.org/communities/member/


ASME Jeopardy

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A place to find contact information for ASME District and Section

leaders

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Global Communities

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ASME Global Communities:

• Find contact information for district leaders• Find contact information for neighboring

section leaders• Study other district and section websites to

determine best practices

http://districts.asme.org/communities.htm

E: Comm Tools for $500 50


ASME Global Communities:


ASME Jeopardy

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ASME 101 – ASME ResourcesQ: Unit Leadership for $100

A location with documents that you fill in when making

requests as well as directions for filling out

these documents

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ASME 101 – ASME ResourcesA: Unit Leadership for $100

Unit Forms & Instructions

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Unit Forms & Instructions:• The following are a few example of forms and

instructions essential to leaders:– Volunteer Travel Reimbursement Form– Conflict of Interest Form– Industry Plaque Order Form– Section Officers & Committees Information Form– Unit Operating Budget/Plan & Annual Financial

Report Instructions– Section Merit Funding Program Form– Certificate Template– ASME Letterhead

http://volunteer.asme.org/unit/Unit_Forms_Instructions.cfm

E: Unit Leadership for $100

ASME Jeopardy

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Roadmaps for leading ASME units

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Manuals, Guides, Handbooks & Policies

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Manuals, Guides, Handbooks & Policies:

• NEW Student Section Handbook(Revised June 2010, replaces ML-1)

• ML-10 Section, Subsection, Group Operations Manual• ML-13 Treasurers Manual• ML-14 Industry Relations Manual• ML-15 Section Program Handbook• P-2.8 Appropriations for Sections and Chapters• P-5.3 Formation and Operation of Section, Subsections &

Local Groups• P-12.14 Use of Member Data• P-15.7 Ethics• P-15.8 Conflict of Interesthttp://volunteer.asme.org/unit/Manuals_Policies.cfm


ASME Jeopardy

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Applications, stationary, certificates, meeting

accessories and brochures

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Supplies

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Supplies:• The following are supplies the unit leader can order

through ASME:– Applications & Membership Information

• Member Application • Student Member Application • Fellow Kit

– Stationery• Envelopes

– Certificates • Student Member Certificate • Member Certificate Suitable for Framing (Order Form) • Certificate Covers

http://volunteer.asme.org/unit/Supplies_Available_From.cfm

E: Unit Leadership for $300 60


Supplies:• The following are supplies the unit leader can order through

ASME:– Meeting Supplies

• Pressure Sensitive Nametags • Lectern Banner (Paper) • Red Arrows for Posters • Registration Poster • Information Posters • Right Path to the Future Poster

– Brochures • What is a Mechanical Engineer? • Mechanical Engineering A-Z • The How & Why of Codes and Standards • Videos Brochure • ASME at a Glance • Gain a Competitive Advantage


ASME Jeopardy

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An aid to unit leaders in gathering new members

and to retain existing members

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Member Recruitment and Retention Kit

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Membership Recruitment &Retention Kit:• Advice on how to recruit members face to

face, including overcoming objections and materials to bring with you.

• Sample emails and phone scripts for inviting new members to meetings, and encouraging members to renew.

• The kit is available on the Unit Leadership Resource Center


ASME Jeopardy

http://volunteer.asme.org/Unit/Member_Recruitment_Retainment.cfm

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A collection of presentations, white

papers, instructions and links to assist unit

leaders

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Unit Leadership Resources

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Unit Leadership Resources:• Presentations

– Section Building– The Value of Membership– Volunteer Recruitment– Signing of Contracts– Student Programs Presentation– Style Guide– Coding Presentation for Sections– Conducting Old Guard Competition

• General Resource Linkshttp://volunteer.asme.org/unit/Leadership_Resources.cfm


ASME Jeopardy

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ASME 101 – ASME ResourcesQ: Online Roster for $100

Means to find out who is in your unit and get their

contact information

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ASME 101 – ASME ResourcesA: Online Roster for $100

Contact/Membership Information

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Contact/Membership Information:

https://roster.asme.org/

E: Online Roster for $100 70



E: Online Roster for $100 71

ASME 101 – ASME ResourcesE: Online Roster for $100

ASME Jeopardy


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DAILY DOUBLE

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Record executive committee members of

your unit with ASME

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Assign Officers

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Assign Officers:

https://roster.asme.org/E: Online Roster for $200

ASME Jeopardy

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Receive updated information on your

Members from ASME on demand

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Membership Changes

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Membership Changes:

E: Online Roster for $300

ASME Jeopardy

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Research to cater to the interest of your membership

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Demographics Studies

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Demographics Studies:• Accessed through Online Roster• 42 columns of data retrieved• Items of interest for data collection could be:

Company name, Join date, membership status, city, zip code, technical interest (1-5), graduation date and technical division

E: Online Roster for $400

ASME Jeopardy

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Unit leader can authorize certain Members to

access this information after they sign conflict of

interest form and member data agreement

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Delegate Access to Membership Roster

ASME Jeopardy

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ASME JEOPARDY

That’s All the time we have today. See

you on the next show!!

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Unit Leadership Resource Center http://volunteer.asme.org/unit/ Unit Email Messaging https://roster.asme.org/Online Directories(access through "Members Only" Link at ASME.org) http://my.asme.orgVolunteer Center http://www.asme.org/Governance/Volunteer/

Program Funding Options http://www.asme.org/Governance/Volunteer/Funding/Program_Funding_Options.cfmBest Practices http://volunteer.asme.org/practices/Guidelines for Creating Section Website http://volunteer.asme.org/unit/Guidelines_Creating_Section.cfmVOLT Academy:Volunteer Orientation and Leadership Training http://volunteer.asme.org/volt/Volunteer Opportunity Bulletin Board (VOBB) http://volunteer.asme.org/vobb

Section Roster Download https://roster.asme.org/Section Newsletter Template http://www.asme.org/Governance/Volunteer/Section_Newsletter_Templates.cfmOnline Publications

K&C Leadership News http://committees.asme.org/K&C/CIC/Current_Issue.cfmInter-Comm http://www.asme.org/NewsPublicPolicy/ASME Connections http://www.asme.org/communities/member/

PeerLink http://peerlink.asme.org

Unit Forms & Instructions http://volunteer.asme.org/unit/Unit_Forms_Instructions.cfmManuals, Guides, Handbooks & Policies http://volunteer.asme.org/unit/Manuals_Policies.cfmSupplies http://volunteer.asme.org/unit/Supplies_Available_From.cfmMember Recruitment and Retention Kit http://volunteer.asme.org/Unit/Member_Recruitment_Retainment.cfmUnit Leadership Resources http://volunteer.asme.org/unit/Leadership_Resources.cfm

Contact Information for Members https://roster.asme.org/Assign Offi cers https://roster.asme.org/Membership Changes https://roster.asme.org/

Volunteer Center

Essential Leadership Tools

Communications Tools

Units Leadership Resource

Online Roster

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Contact Information:Scott A. Carlson, P.E.

Rochester, WA

[email protected]

(360) 970-3171

This presentation will be posted on the 2011 LTC Web Site, at

http://events.asme.org/LTC11/home.cfm

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