Strategic Planning for Chapter Success National Association of

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Strategic Planning for Chapter Success National Association of Residential Property Managers Revised 2019 1

Strategic Planning for Chapter Success National Association of Residential Property Managers Revised 2019 1

Important Note: The ideas expressed in this presentation are just that – ideas –

Important Note: The ideas expressed in this presentation are just that – ideas – you and your chapter leadership can tailor, mix and match, and amend in any way you feel will work better for you! Chapter structure can differ from national as long as chapter’s activities are not in conflict with national bylaws. Revised 2019 2

Goals for today • • • Clarify leadership roles and fill positions Discuss fundraising

Goals for today • • • Clarify leadership roles and fill positions Discuss fundraising opportunities Determine meeting structure Outline affiliate program Select marketing program Set meeting and educational calendar for the first year • Determine networking activities • Be sure to use the NARPM® website to help you https: //www. narpm. org/members/tools/chapter-services/ Revised 2019 3

Organizational Leadership Board of Directors – Provide vision and leadership for the chapter –

Organizational Leadership Board of Directors – Provide vision and leadership for the chapter – Involve as many people as possible to make the workload easy and manageable for everyone – Meet regularly (perhaps for an hour after your chapter meeting each month) – Be united- leave the meeting with one voice – Annual retreats for brainstorming and planning Revised 2019 4

Organizational Leadership President – Presides over meetings – Arranges/plans board meetings – Provides/facilitates the

Organizational Leadership President – Presides over meetings – Arranges/plans board meetings – Provides/facilitates the vision for the team – Coordinates/supervises overall team activities – Reports back to Regional Vice President Revised 2019 5

Organizational Leadership President-Elect or Vice President – Presides over meetings in absence of president

Organizational Leadership President-Elect or Vice President – Presides over meetings in absence of president – Assists president with follow-up on team activities – Arranges meeting location and speaker needs (audio/visual) for general meetings – Prepares chapter excellence application Revised 2019 6

Organizational Leadership Secretary – Maintains records of organization – Takes minutes of meetings –

Organizational Leadership Secretary – Maintains records of organization – Takes minutes of meetings – Sends out meeting notices and maintains the roster of members – Provides and maintains sign-in sheets and name tags for meetings Revised 2019 7

Organizational Leadership Treasurer – Maintains financial records for organization – Coordinates money collection (for

Organizational Leadership Treasurer – Maintains financial records for organization – Coordinates money collection (for meetings and dues, if any) and pays chapter expenses – Plans annual budget – Arranges for federal and state tax returns. – Provides reports to the board. Revised 2019 8

Organizational Leadership Educational Coordinator – Plans educational calendar for the year. – Arranges speakers

Organizational Leadership Educational Coordinator – Plans educational calendar for the year. – Arranges speakers for meetings – Coordinates the scheduling of national courses (if offered) – Arranges for continuing education credit (if applicable) Revised 2019 9

Organizational Leadership Membership Coordinator – Recruits new members by networking and distributing brochures and

Organizational Leadership Membership Coordinator – Recruits new members by networking and distributing brochures and applications – Contacts NARPM national headquarters to have membership application packets sent to prospective new members – Follows up with guests to invite membership and participation – Meets and greets members at meetings (this may also be handled by a “hospitality” chair) Revised 2019 10

Organizational Leadership Legislative Coordinator – Monitors legislative activities which effect the property management industry

Organizational Leadership Legislative Coordinator – Monitors legislative activities which effect the property management industry – Reports on activities at member meetings – Solicits member involvement to shape legislative decisions. Revised 2019 11

Organizational Leadership Affiliate Program Coordinator – Solicits affiliate members – Coordinates activities to involve

Organizational Leadership Affiliate Program Coordinator – Solicits affiliate members – Coordinates activities to involve and promote affiliates – Coordinates affiliates trades show – Coordinates affiliate sponsorships – Makes sure there is a table for affiliates to put out marketing materials on. – Outlines affiliate award program Revised 2019 12

Organizational Leadership Marketing/Publications Coordinator – Prepares meeting notice – Coordinates and publishes newsletter –

Organizational Leadership Marketing/Publications Coordinator – Prepares meeting notice – Coordinates and publishes newsletter – Updates web site – Publishes NARPM activities and accomplishments in state and local media (i. e. , achievement of designations, editorials, group advertising, etc. ) Revised 2019 13

Organizational Leadership Recognitions Chair – Recognizes chapter members achievements (on a personal level) –

Organizational Leadership Recognitions Chair – Recognizes chapter members achievements (on a personal level) – Sends cards on members’ special occasions – Welcomes new members – Recognize past leaders Revised 2019 14

Chapter Documents • NARPM® retains past chapter compliances and governing documents on the website

Chapter Documents • NARPM® retains past chapter compliances and governing documents on the website at: • https: //www. narpm. org/members/documentsforms/chapter-documents/ You will also find Chapter logos at this site that have been designed for each chapter to use Revised 2019 15

Types of Chapter Participants • Professional Member (leadership person with responsibility for overall management)

Types of Chapter Participants • Professional Member (leadership person with responsibility for overall management) • Support Staff Member (assistant to manager) • Affiliate Member (vendor) • Guest/Non-member Revised 2019 16

Income Potential for Chapter • Participant Dues – Professional member dues – Support staff

Income Potential for Chapter • Participant Dues – Professional member dues – Support staff member dues – Multiple members from single office/ company – Affiliate dues Revised 2019 17

Fundraising • Non-dues income – Meeting fees – Guest/non-member fees – Continuing Education –

Fundraising • Non-dues income – Meeting fees – Guest/non-member fees – Continuing Education – Chapter Grants – Promote online NARPM® education Classes – Vendor Trade Show Revised 2019 18

Fundraising – Sponsor a 6 hour education class – (chapter gets % of profit

Fundraising – Sponsor a 6 hour education class – (chapter gets % of profit for more than 10 attendees) – Grant application from National NARPM® to help grow your chapter – https: //www. narpm. org/members/tools/chapter-services/chaptergrants/ Revised 2019 19

Raising Non-Dues Income • Affiliate partnership benefits – Affiliate Fair (could be fee charged

Raising Non-Dues Income • Affiliate partnership benefits – Affiliate Fair (could be fee charged OR as a recognition – affiliate recognition luncheon) – Affiliate sponsorships • meetings • monthly newsletter • a social event • door prizes, second chance prizes, etc. – BE SURE to recognize and honor the affiliate Revised 2019 20

Meeting Schedule • Frequency (monthly, bi-monthly, quarterly) • Length (should be two hours in

Meeting Schedule • Frequency (monthly, bi-monthly, quarterly) • Length (should be two hours in length maximum) • Use e-vite to send email invitations. NARPM. org you can also emails https: //www. narpm. org/members/tools/chapterservices/send-chapter-emails/ • Survey members - www. Survey. Monkey. com – Day and time preferences (Tue, Wed, Thurs Breakfast, Lunch, or Late Afternoon) Revised 2019 21

Meeting Schedule Select location (centralized, easy access into and out of, plenty of parking,

Meeting Schedule Select location (centralized, easy access into and out of, plenty of parking, meets present and future size needs, audio/visual needs, quality of service/selection, cost) – Restaurant – Hotel/conference center – Board of Realtors – Title Companies – City/Municipality Buildings Revised 2019 22

Meeting Structure • • Networking/icebreaker activity (15 -30 min) Welcome/announcements (15 -30 min) Educational

Meeting Structure • • Networking/icebreaker activity (15 -30 min) Welcome/announcements (15 -30 min) Educational presentation (45 -60 min) Affiliate educational presentation (15 min) Closing Ambience may be formal or informal Include one of the 12 codes of ethics for points towards chapter excellence Revised 2019 23

Networking/Ice Breakers • Find the matching ticket • Everyone sells • Find exciting ice

Networking/Ice Breakers • Find the matching ticket • Everyone sells • Find exciting ice breakers online Revised 2019 24

Affiliate Program • Opportunity to increase business • Consider possible requirement to do business

Affiliate Program • Opportunity to increase business • Consider possible requirement to do business – NARPM members better understand our needs • 15 minute spotlight at meeting • Written spotlight in newsletter • Newsletter listing (roster) • Affiliate of the year award Revised 2019 25

Marketing • • Newsletter (mail, broadcast fax, email) What you missed and next meeting

Marketing • • Newsletter (mail, broadcast fax, email) What you missed and next meeting topics How to get free admission Membership drives Personal invitations Ambassador program “We missed you” calls Catchy titles Revised 2019 26

Education • Round table discussions – Select 3 topics for discussion • Resident retention

Education • Round table discussions – Select 3 topics for discussion • Resident retention • Marketing ideas for residents • Methods to minimize problems from tenants – – – Revised 2019 One each table of 6 -8 members Rotate tables every 10 minutes Designate a person to record results Distribute results to members present Tell those not attending what they missed 27

Education • Interactive Networking – Fair Housing Jeopardy – Mock trials (team competition for

Education • Interactive Networking – Fair Housing Jeopardy – Mock trials (team competition for small groups using actual conflicts) – Why should I rent from you? – Why should I trust my property to you? – My big fat obnoxious tenant or owner – Liability Wheel of Misfortune – Property Management Pictionary Revised 2019 28

Education State continuing education credit – If you need assistance contact National’s Education Mangers

Education State continuing education credit – If you need assistance contact National’s Education Mangers – Obtain state requirements – Prepare learning objectives – Design educational activities – Measure learning outcome – Submit proposal – Colorado allowed 15 one-hour clock hour classes. You never know till you try! Revised 2019 29

Education • Affiliates offering education – insurance agents – internet providers – HVAC contractors

Education • Affiliates offering education – insurance agents – internet providers – HVAC contractors – carpet cleaners/restoration contractors – plumbers/electricians/painters – lawn contractors – credit agencies -- identity theft and fraud – Affiliate panel discussions Revised 2019 30

Education • NARPM board members – Industry leaders – Perfect for membership drives –

Education • NARPM board members – Industry leaders – Perfect for membership drives – Breaks down competition barriers – Outlines NARPM benefits • NARPM speakers bureau Revised 2019 31

Education Local experts – Human resource professionals – Marketing professionals (newspapers, graphic designers, –

Education Local experts – Human resource professionals – Marketing professionals (newspapers, graphic designers, – Tenant/owner panels – Real Estate Commissioner – Public Housing Agencies – Universities – City Officials – Chapter members giving presentations – Accountant/tax adviser – Property tax negotiator Revised 2019 32

Education Miscellaneous topics – – – Revised 2019 Resident screening Effective collection techniques Court

Education Miscellaneous topics – – – Revised 2019 Resident screening Effective collection techniques Court preparation Property management plans Strategic business planning Surviving a catastrophe Stress management Conflict resolution Understanding personality styles Multiple income streams Business expansion 33

Education • Miscellaneous topics – – – – – Revised 2019 Measuring success Tax

Education • Miscellaneous topics – – – – – Revised 2019 Measuring success Tax strategies for your business Choosing owners and tenants Staying healthy Retirement planning Marketing and branding your business Protecting yourself and your employees from crime Real estate investment Accounting do’s and don’ts Handling criminal activity 34

Education • Miscellaneous topics – – – – Revised 2019 Policies and procedures manuals

Education • Miscellaneous topics – – – – Revised 2019 Policies and procedures manuals Hiring effectively Rent controls and landlord licensing Running a maintenance company Economic trends (national & local) Time management Banking topics (ACH, lock boxes, etc. ) 35

Chapter Grants • $500 depending upon need • Up to $1, 000 for state

Chapter Grants • $500 depending upon need • Up to $1, 000 for state trade shows • All you need to do is: – Outline your educational activity – Fill out application – Send it in! Revised 2019 36

Chapter Compliance • NARPM® requires all chapters to complete and submit chapter compliance •

Chapter Compliance • NARPM® requires all chapters to complete and submit chapter compliance • Deadline forms is March 15 Revised 2019 37

Chapter Excellence Award • Chapter Excellence makes a great strategic planning tool for your

Chapter Excellence Award • Chapter Excellence makes a great strategic planning tool for your chapter to use. • Set minimum requirements to earn chapter excellence • Due March 31 Revised 2019 38

Chapter of the Year or New Chapter of the Year • Achieve the highest

Chapter of the Year or New Chapter of the Year • Achieve the highest number of points of any existing chapter and receive the CHAPTER OF THE YEAR award. • Achieve the highest number of points of any new chapter (chartered in 18 months prior to July 15 th of the award year) and receive NEW CHAPTER OF THE YEAR. • This could be YOU!!!! Revised 2019 39

Critical Success Factors • • Leadership Organization Wide-spread Involvement Affiliate Support Quality Education Networking

Critical Success Factors • • Leadership Organization Wide-spread Involvement Affiliate Support Quality Education Networking Gratitude and recognition Revised 2019 40

NARPM National Web Site • Chapter leader guidance and tools to help run the

NARPM National Web Site • Chapter leader guidance and tools to help run the chapter: https: //www. narpm. org/members/tools/chapterservices/chapters-general-info/ • Need to know how to use NARPM. org? Watch video: https: //www. narpm. org/members/tools/chapterservices/ Revised 2019 41

Budgeting • Determine expenses – Meeting expenses – Speaker expenses – Tax return/accountant –

Budgeting • Determine expenses – Meeting expenses – Speaker expenses – Tax return/accountant – Annual filing fees for corporation – Sending leaders to NARPM national events – Printing/marketing efforts Revised 2019 42

Budgeting • Determine income needed by calculating dues level needed to sustain expenses •

Budgeting • Determine income needed by calculating dues level needed to sustain expenses • Don’t forget to add in Affiliate Sponsorship • Add income for Non-Members fees for attending events Revised 2019 43

NARPM® is just a phone call away! NARPM National (800) 782 -3452 Web site:

NARPM® is just a phone call away! NARPM National (800) 782 -3452 Web site: www. NARPM. org Or mail: 638 Independence Parkway Chesapeake, VA 23320 Email: [email protected] org Revised 2019 44