State Leadership Conference Dorothy Knapp SPHR SHRM 2010

State Leadership Conference Dorothy Knapp, SPHR ©SHRM 2010

About SHRM • Founded in 1948 • World’s largest professional association dedicated to HR • About 350 staff members • Headquartered in Alexandria VA • Over 250, 000 professional and student members in more than 140 countries • More than 580 affiliated local chapters • Over 6, 000 volunteer leaders ©SHRM 2007

SHRM Leadership Henry (Hank) Jackson, CPA Interim President/CEO Janet Parker, SPHR Chief Global Membership Officer ©SHRM 2007 Pam Green, SPHR Chief U. S. Membership Officer

SHRM Board Chair Jose Berrios 2011 -2012 SHRM Board Chair ©SHRM 2007

SHRM’s Vision • “To be a globally recognized authority whose voice is heard on the most pressing people management issues of the day - now and in the future” ©SHRM 2007

SHRM’s Mission § 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 ©SHRM 2007

SHRM’s Strategic Priorities 1. Continue to provide high-value resources to existing core membership 2. Be a global organization 3. Operate as a financially sustainable organization 4. Be the recognized thought leader on people management issues ©SHRM 2007

Volunteer Leadership Structure SHRM® Board Membership Advisory Council Governance Committee* Special Expertise Panels Regional Councils Members State Councils Local Chapters • Corporate Social Responsibility • Employee Health, Safety & Security • Employee Relations • Ethics • Global • Human Capital Measurement/HR Metrics • Labor Relations • Organizational Development • Staffing Management • Technology & HR Management • Total Rewards/Compensation & Benefits • Workplace Diversity Staff Support *Governance Committee approves appointment of members to special expertise panels. ©SHRM 2007

Chapter Size Small Chapter = 10 – 100 members Medium Chapter = 101 – 300 members Large Chapter = 301 – 500 members Mega Chapter = 501 – 1, 000 members Super Mega Chapter = 1, 000 + members • Conference calls are held on a quarterly basis for chapter presidents by chapter size > Allows chapter presidents to network with presidents from like-size chapters ©SHRM 2007 9

Core Leadership Area Volunteers • Each state council is asked to have the following positions: > College Relations > Diversity > Governmental Affairs > HRCI Certification > Membership > SHRM Foundation > Workforce Readiness • Chapters should consider these board roles as well ©SHRM 2007

District Directors • Assist chapter presidents with questions • Visit chapters to provide presentation on “SHRM is the Solution” to your members • Ensure that chapter presidents attend state council meetings • Ensure that chapters submit SHAPE on time • Your District Director and State Council Director should be your first point of contact for assistance • For CLA issues/questions, the state CLA leaders should be your points of contact ©SHRM 2007

Expectations of Council Members • Chapter Presidents should attend all state council meetings or send substitute/proxy • If you have not already done so, please send your complete board roster to your Regional Team and the State Council Director—due 12/1 • Board roster should include ALL volunteers with complete contact information • Late submissions will keep your chapter/council from being eligible for a SHAPE award ©SHRM 2007

2011 Regional Team Assignments These assignments may change Core Leadership Area Assignments • College Relations: Shelly Trent • Diversity: Phyllis Shurn-Hannah • Governmental Affairs: Sherry Johnson • Workforce Readiness: Dorothy Knapp • SHRM Foundation: Dianna Gould • HRCI Certification: Karen Verrico • Membership: Laurie Mc. Intosh Chapters By Size • Super Mega: Karen Verrico • Mega: Shelly Trent • Large: Laurie Mc. Intosh • Medium: Dianna Gould • Small: Phyllis Shurn-Hannah • Staffing Management: Phyllis Shurn-Hannah • CMPs: Dianna Gould • District Directors: Shelly Trent ©SHRM 2007

Role of Regional Team • Communicate SHRM’s goals and objectives to volunteers and members • Assist potential chapters in becoming affiliated (with DD) • Assist individual members with questions about membership • Assist chapters in remaining affiliated and with chapter operations • Attend state council and regional council meetings as a resource • Participate in state conferences as an exhibitor and speaker (as available) • Promote SHRM member benefits to current/potential SHRM members • Assist in the recruitment and retention of members • Take HR trends and state issues to SHRM ©SHRM 2007

Volunteer Assistance • There are four administrators at headquarters with a general number to call: 800 -283 -SHRM x 3333. 7: 00 a. m. – 7: 00 p. m. Eastern Time. Anyone at that number can assist you with CFSP, rosters, designation forms, etc. • The number will take voicemails 24/7 but will only be manned from 7 am – 7 pm ET. • Email: SHRM. Member. Relations@shrm. org. This is a generic email inbox that will be accessible by all the Regional Administrators. • Order SHRM supplies from Regional Administrator. ©SHRM 2007

Southeast Regional Contacts Dorothy Knapp, SPHR dorothy. knapp@shrm. org (800) 283 -7476, x 6335 ©SHRM 2007 Crystal Adair crystal. adair@shrm. org (800) 283 -7476, x 6370

SHRM Requirements • • • SHRM bylaws require chapter presidents and state council members be active SHRM members throughout the duration of their term. • Must be indicated in bylaws. • SHRM encourages chapters to consider requiring all members of its board to be SHRM members for greater synergy in the affiliation relationship. Effectively lead chapter or state council throughout the year and mentor president/president-elect for upcoming year. Assure bylaws are being followed. Attend actively participate in state council meetings. Chapter bylaws must not conflict with the intent of the bylaws of SHRM ©SHRM 2007

SHRM Requirements • For chapters affiliated BEFORE 1/1/04: Minimum of 30% of the total chapter membership or 10 chapter members (whichever is greater) must be current SHRM members • For chapters affiliated AFTER 1/1/04: 25 SHRM members or 51% affiliation (whichever is greater) must be current SHRM members ©SHRM 2007

E-mail Blasts • SHRM offers State Councils, Super Mega chapters, and 100% chapters the opportunity to reach at-large members via e-mail eight times per year • Use online request form in the VLRC • SHRM sends the e-blast on your behalf and will make edits as necessary • State Councils also receive two e-blasts for announcing the state conference to members in their own state ©SHRM 2007

Conference Calls • SHRM offers State Councils conference calling abilities for certain meetings > > > District Directors can hold calls with each other and their chapter presidents Can be used for full state council calls Can be used for CLA state directors to hold calls with chapter CLAs Cannot be used for state committees, such as the conference committee Calling number and time must be reserved through Crystal ©SHRM 2007

SHRM Student Chapters • There are over 450 student chapters • Over 15, 000 student members • For information about starting a student chapter in your area, see www. shrm. org/Communities/Student. Programs • Chuck Salvetti is Student Programs Manager at SHRM • Chuck also manages the new Young Professionals (YP) program ©SHRM 2007

SHRM Resources • Nearly all the resources to be reviewed in this presentation are available in the Volunteer Leaders’ Resource Center • Web site for volunteers at www. shrm. org, click on Communities and Volunteer Resources • Let’s review some of them ©SHRM 2007

Leadership Conference Resources • Links to Videos from 2009 Leadership Conference > Legal Issues for Chapters > Web-based Initiatives > Chapter Finances > Media Relations • 2010 Leadership Basics Webinar Series Available! Three-part series is a primer for volunteer leaders new to their role or as a refresher for those returning to their current role or taking on a new role within the chapter/state council. Each recorded webinar is one hour or less. www. shrm. org/Communities/Volunteer. Resources/Pages/Leadersh ip. Conference. aspx. > Governance, Fundamentals, and Operations topics > ©SHRM 2007 26

Chapter Leader Resource Guide Fundamentals of Chapter Operations • Excellent tool for all volunteer leaders • Provides the basic fundamentals to achieve operational success • Download from VLRC ©SHRM 2007 27

SHAPE • Covers calendar year • Reporting tool for SHAPE award • Must be filed with SHRM by 1/31 to receive CFSP • Need to determine now who will complete • Great planning tool • Can complete online only ©SHRM 2007

SHAPE • SHRM Affiliate Program for Excellence (SHAPE) • 2011 Chapter Planning Workbook and the archived volunteer leader webinar are available in the VLRC at www. shrm. org/vlrc • Online forms available to input goals for year to aid in planning ©SHRM 2007

Goals for SHAPE In case you are not yet familiar… • Replaced many operational items with strategic objectives designed to increase the visibility and effectiveness of chapters & state councils while promoting SHRM and the HR profession overall • Strengthens our affiliates’ connection to SHRM from a business perspective by clearly outlining requirements to measure chapter and state council alignment and engagement • Raises the bar of excellence for affiliates, and provides a tiered recognition system ©SHRM 2007 30

SHAPE Program • ALL chapters must complete all items in the Basic Requirements section to remain affiliated • Other sections of SHAPE: Mission-Driven Initiatives, SHRMAffiliate Support, and Measures of Success • Four award levels: Bronze, Silver, Gold, and Platinum You must have submitted your CLIF By December 1 to qualify for any award ©SHRM 2007

SHAPE Program The Excel Award Levels • Each builds upon the previous level of awards • Raises the bar of excellence for affiliates • Not to be compared to the CAP award levels! – no correlation ©SHRM 2007 32

SHAPE Program The Excel Awards SHRM Bronze Chapter Award Chapter successfully completes all of the requirements listed in Section 1, Section 2 and Section 3. ©SHRM 2007 33

SHAPE Program The Excel Awards SHRM Silver Chapter Award Chapter successfully completes all of the requirements in Sections 1, 2, and 3 AND: □ Develop and implement one additional chapter initiative (for a total of four) in Section 2. □ 50% of board members are SHRM members throughout their terms of office. □ Chapter president or president-elect attends SHRM Leadership Conference or state leadership event. ©SHRM 2007 34

SHAPE Program The Excel Awards SHRM Gold Chapter Award Chapter successfully completes all of the requirements in Sections 1, 2, and 3 AND : □ Develop and implement two additional chapter initiatives (for a total of five) in Section 2. □ Chapter president and president-elect attend the SHRM Leadership Conference or state leadership event if one is held. □ Achieve Membership Star recognition for growth of SHRM membership in the chapter. (Membership Star status is growth of SHRM members in the chapter of 6 -9 percent) ©SHRM 2007 35

SHAPE Program The Excel Awards SHRM Gold Chapter Award (cont’d) □ Chapter president participates in at least 75 percent of state council meetings and conference calls. □ 75% of board members are SHRM members throughout the duration of their terms of office. □ Chapter qualifies as a 2010 SHRM Foundation Chapter Champion. ©SHRM 2007 36

SHAPE Program The Excel Awards SHRM Gold Chapter Award (cont’d) □ Serve as a resource to the community or local media on HR issues. □ If you are a non-100% chapter, determine feasibility of transitioning non-100% chapters to 100% affiliation status. ©SHRM 2007 37

SHAPE Program The Excel Awards SHRM Platinum Chapter Award Chapter successfully completes all of the requirements in Sections 1, 2, and 3 AND : □ Chapter is a 100% SHRM chapter. □ Develop and implement strategic initiatives in all six areas of Section 2. □ Chapter president and president-elect attend the SHRM Leadership Conference and state leadership event if one is held. ©SHRM 2007 38

SHAPE Program The Excel Awards SHRM Platinum Chapter Award (cont’d) □ Achieve Membership Superstar recognition for growth of SHRM members in the chapter. (Membership Superstar status is growth of SHRM members in the chapter of 9. 5 percent or more) □ Chapter president (or an appointed representative not already on the council in another role) participates in 100% of state council meetings and conference calls. □ Chapter qualifies as a 2010 SHRM Foundation Chapter Champion. ©SHRM 2007 39

SHAPE Program The Excel Awards SHRM Platinum Chapter Award (cont’d) □ Chapter serves as a resource to the community or local media on HR issues. □ Describe how the chapter has provided information and resources to chapter members regarding the impact of state or federal legislative issues. ©SHRM 2007 40

2011 SHRM Annual Conference & Exposition Get refreshed, invigorated and empowered to meet the challenges of the year ahead. • Learn about the latest legislative hot topics > • Get answers to your pressing questions > • • How will proposed legislation affect you and your business? You have access to the best minds in business, policy and HR. Take advantage! Earn recertification credits Improve your mind in nearly 200 sessions Tools, tips and strategies are available for HR professionals at every level, in every discipline. > Our easy-to-use online planner helps you design your conference experience. > • The world’s largest HR conference is a must-attend event > Get new ideas on how to position your business to thrive in a recovering economy. ©SHRM 2007 42

Renowned Speakers at the 2011 SHRM Annual Conference Be inspired and motivated by their work and life stories • Sir Richard Branson > • Michael J. Fox > • founder and president of Virgin Group, one of the world’s most recognized and respected brands. Canadian-American actor, author, producer, advocate and voiceover artist. Additional keynote speakers have yet to be announced! Early-Bird Pricing ©SHRM 2007 SHRM Member Upgrade $1, 125 $295

Chapter Leader Information Form (CLIF) • Online form for your chapter to submit complete board/volunteer roster • Due by 12/1 • Required for all chapters • Allows SHRM to keep in touch with your board members to announce new tools, webcasts, etc. ©SHRM 2007

Guide to Chapter Financial Mgmt • Provides the chapter with essential financial information • Includes info on taxes, incorporation, and record keeping • Easy to understand • Excellent resource for all Chapter Officers • Located in the VLRC under the Finance section ©SHRM 2007

“Affiliate of” logo Please note the change from the TM to the ®; be sure you are using the ® logo This logo must be prominently placed on all materials produced by an affiliate of SHRM. You cannot modify the logo to make it your own; it must be shown in conjunction with your own name or logo, must be the entire “Affiliate of” logo, and never be smaller than 1 inch wide. ©SHRM 2007

Chapter Bylaws • ANY bylaws revisions need to be sent to SHRM through your Field Services Director (FSD) for review • ANY bylaws changes must be approved by SHRM (including name changes and changes to 100%) • All board members should carefully review the bylaws upon taking office and should follow them as a legally binding document • Bylaws model online • Do not plan your chapter membership vote until AFTER you have received the signed final copy from SHRM ©SHRM 2007

Bylaws Approval Process • • Email the complete set of bylaws with the changes noted to your Field Services Director (FSD). They will review them and provide suggestions or changes. Once they are approved by the FSD, the bylaws are approved by the Chief Membership Officer. SHRM signs the bylaws, and then your Regional Administrator (RA) will send them back to you via Fed. Ex with a tracking number. Once you receive the package, your chapter membership can then vote on the changes. Once they are approved, your chapter president should sign and date the bylaws and Fed. Ex (with a tracking number) the signed set back to your RA. You should keep a copy of them. The final signed version is placed into the files at SHRM. This final set is considered to be RATIFIED. ©SHRM 2007

Chapter Charters • ALL chapters signed Chapter Charters several years ago • These documents spell out the relationship between SHRM and chapters • Be sure your chapter kept a copy; review it annually • If your copy is lost, contact your Regional Administrator ©SHRM 2007

Position Descriptions • Use as a guide for volunteer leader positions in your chapter • Easier to hold volunteers accountable if you have a written description of role & responsibilities • Sample descriptions available online ©SHRM 2007

Member Definitions • At-large Members • At-large member is an individual who is a member of SHRM but is not affiliated with a local chapter. • Recruiting at-large members to your chapter is a great way to increase SHRM membership in your chapter. • Online membership application includes a required field for indicating chapter membership. • Local Members Only (LMOs) • An LMO is an individual who belongs to a local chapter but is not a SHRM member. • Promote benefits of joining SHRM to your LMOs. • Discount offered to first-time SHRM members via a promotional code. • Strengthens partnership between SHRM and the chapter. ©SHRM 2007

Membership Recruitment & Retention Initiative • SHRM provides: > Membership Recruitment and Retention Toolkit > Labels or lists to assist you in contacting at-large > > > members in your chapter area State Council/Chapter Successful Practices Current data – monthly membership report of SHRM members in your chapter Webcasts, conference calls, and Leaders. Edge articles Recognition of top chapters in growing their SHRM membership Other resources to assist you in the membership section of the VLRC ©SHRM 2007

Membership Recruitment & Retention Initiative • First-time members can join SHRM at a reduced rate of $145 (will change to $160 for 2011) • They should use the code CHSED on their application to get the reduced rate • Advertise this on your chapter websites, etc. ©SHRM 2007

Chapter Affiliation Brochure • Brochure is free to chapters • Explains the value of chapter membership to SHRM members • Use it to contact at-large members to invite them to become chapter members ©SHRM 2007

Membership Reports from SHRM Please have your Membership Chair conduct a quarterly audit of the atlarge list and SHRM chapter member list. Send your Regional Administrator information on any new SHRM members who join your chapter. Help SHRM keep the lists current. Your chapter can request: > SHRM monthly or quarterly reports via an email request with a set deadline 1. Current chapter roster 2. Full at-large list within chapter’s established zip code range 3. Expired SHRM members in the chapter 4. New at-large members list within the quarter > > > The roster requests will be distributed within 48 hours SHRM will also be providing sample emails/letters that the chapter can use for their benefit These reports are NOT sent automatically, but can be requested ©SHRM 2007

Conducting Membership Audits Please note that SHRM conducts only ONE audit per chapter per year; other audits can be conducted by volunteers and changes shared with SHRM • SHRM uses the member roster sent by your chapter to conduct audits on an annual basis • Please send chapter membership roster upon request—the more current, the more accurate the audit • Please have your Membership Chair conduct an audit of at-large list and SHRM chapter member list every quarter ©SHRM 2007

In-Transition Membership • SHRM offers a one-time-only benefit of a free one-year continuation of membership to any current member who has been downsized • Must already be a member of SHRM • Contact SHRM’s Member Care Dept. for more information ©SHRM 2007

HR Certification • Downloadable certification handbook available for individuals interested in pursuing PHR, SPHR, GPHR • $120 “Pay-if-you-Pass” Program for selected chapter and state council leaders • HR Certification Institute Approved-for-Credit Program • Tools for promoting certification and recertification in your chapter or state • More info available in certification section of VLRC or at www. hrci. org ©SHRM 2007

Recertification • Many are not recertifying • Some actually say they didn’t know they needed to recertify! • Need chapters’ help to spread the word about ease of recertifying • Can recertify online • Articles about it for your newsletter available on VLRC • Help to educate your members about the process ©SHRM 2007

SHRM Foundation • Conducts and funds research on HR topics • Is supported by tax-deductible donations from SHRM members • Supports scholarships, SHRM chapter educational matching grants and other educational initiatives • Provides a DVD series that can be used for chapter programs; pre-approved for credit • Toolkit available for chapter/state Foundation chairs at www. shrm. org/foundation ©SHRM 2007

SHRM Foundation • Chapter Champions Program > > > Make a chapter or state council financial contribution to the SHRM Foundation AND Conduct a Leadership Campaign. Actively encourage your Board members to make a personal contribution to the SHRM Foundation. Your goal is to reach 100% participation among your chapter or state council leadership. And complete one or both of the following: Increase (by 10% or more) the chapter’s contribution to the SHRM Foundation over the previous year’s contribution. Hold at least one special event (e. g. , silent auction, golf tournament, etc. ) to benefit the SHRM Foundation. • Regional Scholarship Program • Funding for SHRM members toward education or certification ©SHRM 2007

Pinnacle Award • Awarded to chapters and state councils at Annual Leadership Conference • Examples: • Assisting community members with welfare to work • Improving community diversity or work/family issues • Teaching job-search skills to the unemployed • Impacting local, state, or federal legislation • Corporate sustainability • Not limited to these! • $1, 000 award and recognition in SHRM publications ©SHRM 2007

Chapter Financial Support Payment (CFSP) Program Returns a portion of each SHRM member’s dues to the chapter through this program. To be eligible for CFSP consideration, the chapter must: • 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. Financial support will eventually be tied to SHAPE; but, the current formula will remain the same for 2011. ©SHRM 2007

Chapter Financial Support Program (CFSP) • SHRM pays chapters and councils several million per year in financial support • Pays each state council between $3000 -7000 per year based on SHRM membership in state • Returns a portion of each SHRM member’s dues to the chapter via payment • $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 paid in the first quarter • Calculated by subtracting the 12/31 SHRM membership total for last year from the 12/31 SHRM membership total for the current year and multiplying the difference by $25 (see example) ©SHRM 2007

Chapter Financial Support Program (CFSP) Example: Chapter’s 12/31 SHRM Membership Count 2010 250 2009 -200 Difference 50 Net Gain Payment (50 X $25) = $1, 250 ©SHRM 2007

Chapter Financial Support Program (CFSP) • Sign up for direct deposit for your CFSP • SHRM will soon REQUIRE this • Sign up at www. shrm. org/Communities/Volunteer. Resou rces/Resourcesfor. Chapters/Pages/CHAPRfin. aspx ©SHRM 2007

Speakers and Programs • Chapter Speaker Support Program > Online list of speakers > Willing to visit chapters for no cost or reduced fee • Program info available at www. shrm. org/speakers ©SHRM 2007

Governmental Affairs/Advocacy www. shrm. org/Advocacy • • • Site updated continuously Most current legislative information—both federal and state Take an active role in shaping laws that directly impact HR professionals! Thomas Jefferson once said, “America is not governed by the majority, but by the majority of those who participate. ” Exercise your HR Voice by actively participating in the political process of government. ©SHRM 2007

SHRM Leadership Conference • FREE conference for chapter presidents OR presidents-elect • Hotel and designated meals covered • Chapter covers travel • EVERY chapter should be represented EVERY year • Held in DC area; includes visit to SHRM headquarters • November 17 -19, 2011 (starts at 1: 00 Thursday and ends at 2: 00 Saturday) ©SHRM 2007

SHRM Connect – Networking Tool > Create a robust, online social networking platform enabling selfforming communities of interest. Create a group for your chapter. > All geographical or physical constraints are eliminated. > Create a profile for your chapter! ©SHRM 2007 75

Volunteer Leaders Resource Center -- VLRC ©SHRM 2007

VLRC ©SHRM 2007

VLRC ©SHRM 2007

VLRC ©SHRM 2007

VLRC ©SHRM 2007

• THANK YOU for volunteering • You keep SHRM successful • We grow because of YOU! ©SHRM 2007

Questions? Discussion ©SHRM 2010