annual member meeting - td pittsburgh · ursula lesic, vp of finance . financial summary challenges...
TRANSCRIPT
Agenda
Welcome and Introductions
Executive Review
Finance Review
Programming Review
Membership Review
Communications and Marketing Review
Strategic Plan
Closing Remarks
Highlights from 2017
100% CARE Compliant for 2016
CARE – Chapter Affiliation Requirements
Increased Presence of the Chapter
Partnership with the Pittsburgh Chapter of
the International Coaches Federation (ICF)
Continuation of Mentoring
Members Only Section
Board Meeting Schedule/Location
Board Meeting Minutes
Member Directory
Chapter Documents
Strategic Plan
Annual Report
GET INVOLVED
Chapter Governance
Professional Membership
Student Membership
Programming
Communications
Marketing
Public Relations
Financial Summary
Challenges Successes
Changing board member names on Paypal
Realistic expectations on expenses and budget
Inconsistent income stream Expanded outreach
Chapter visibility / reach Enhanced programming
Fewer organizations pay for professional memberships
Increasing ChIP money
Expense History
2013 2014 2015 20162017 – as
of 8/31/17
Banking / Paypal fees 414.30 311.82 133.55 182.81 97.95
VISA 900.00 1706.00 1133.11 0.00 0.00
Admin Support 7,800.00 800.00 0.00 0.00 0.00
Website/Domain name 1,609.00 63.98 960.00 960.00 672.00
Insurance 425.00 425.00 465.00 455.00 500.00
Events 919.99 1,801.76 539.41 1112.19 1,493.00
Other* 619.00 659.78 659.31 702.76 1,539.27
Totals $12,687.29 $5,768.34 $3,890.38 $3,412.76 $4,302.22
*Other – Postal box, Book Club, Marketing, Printing, Phone, Orientation Refreshments, Chapter Leader Conference, Donations (Pittsburgh Literary Council)
Income History
2013 2014 2015 2016* 2017 - YTD
Membership $3,695.00 $4,545.00 $2,590.00 $3,985.00 $2,655.00
Programs/Events $1,525.00 $1,725.00 $870.00 $375.00 $560.00
Other $355.78 $325.25 $174.80 $1,271.27 $834.65
Totals $5,575.78 $6,595.25 $3,634.80 $5,631.27 $4,049.65
Checking Savings
1/1/17 $6,268.27 $35.58
8/31/17 $6,669.30 $35.58
Paypal $1,497.16
Other: Chapter Incentive Program,*SOS ($500)
Financial Goals
▪ Increase membership revenue by 20%
(12 new members )
▪ Addition of $250 in advertising/sponsorship
revenue
▪ Increase ChIP revenue by 10% ($62)
▪ Partner with university for annual audit review
Programming in 2017Date Program # of Attendees
January 19 Webinar: State of Industry 12
February 21 IQ Escape Simulation 7
March 14Member Orientation and Facilitation Skills Presentation
22
March 30 ATD Pgh. Spring Networking Event 20
April 4 Learn Your Problem-solving Style 11
April 20Learning Leaders Forum: Increasing Learning Effectiveness & Transfer
8
May 23A Good T&D Person Is Worth Their Weight in Gold!
12
June 29Learning Leaders Forum: Resolving Conflict Without Blame
12
July 13 ATD Pgh. Summer in the City Networking Event 8
August 15 Summer 2017 Member Orientation 11
August 24Learning Leaders Forum: Establishing a Customized Professional Dev. Training Model
16
Upcoming Programming in 2017Date Program
October 5 Developing a Culture in the Workplace
October 26Learning Leaders Forum: Wellness in the Workplace: Mind/Body/Spirit
November Training Development Software Workshop
December ATD Pittsburgh Holiday Party
December Virtual Member Orientation (Teleconference)
2018 Plans for Programming
• Chapter Meeting
• Networking Events
• Holiday Party
• Learning Leaders Forums
• Member Orientations
• Corporate Presentations
• Webinars
2018 Calendar – In Progress!January
– Webinar: ATD Industry Update
February
– Event: IQ Escape Simulation – IQ
Escape, McKnight Road
March
21 – Cafeteria Learning Model
?? – Member Orientation
?? – Networking Event – PNC Park
April
– Dale Carnegie Presentation
– Learning Leaders Forum: TBD
May
– Blackhawk Leadership
Development Presentation
June
– Learning Leaders Forum: TBD
– Member Orientation
July
– Networking Event – Gandy Dancer
August
– Learning Leaders Forum: TBD
September
– Annual Chapter Meeting
– Member Orientation
October November
– Member Orientation
December
– Holiday Celebration
Special Note: International
Conference and EXPO
• Largest event for talent
development professionals
• Over 10,000 Participants
• May 6-9, 2018
• San Diego, CA
• Group discount available if 5 or more
people register
CH3019
Power Membership
What is Power Membership?
Belong to ATD as well as the Pittsburgh
Chapter – enjoy benefits of both organizations
www.tdpittsburgh.org/power
46% of Pittsburgh Chapter Members are
Power Members
Membership Benefits
ATD National Benefits
Conferences
Certification Training
Webinars
Publications (Free and Discounted)
Membership Benefits
ATD Pittsburgh Chapter Benefits
Networking in your own Backyard
Various Educational Programs
Discounted Membership for ATD National
when you are a local Chapter Member
National Dues reduced from $249 to $199
Mentoring Program
Coordinators:
Rebekah Coley & Kristina Kramer
3 Mentoring “Couples” this session
Goals:
Provide Career Guidance
Move Members Toward Completing Objectives
Questions: [email protected]
Internet Site
Continued emphasis on front page
updates
Streamlined process for event creation
and updates
Improved email announcement formatting
Creation of Power Membership page with
testimonials
Over 450 followers over our 4 social media
outlets
Facebook (85)
LinkedIn (219)
Twitter (156)
Instagram (13)
UP 8 % FROM 2016
Social Media
@atdpittsburgh
atdpittsburgh
ATD Pittsburgh Chapter
ATD Pittsburgh
What’s next?
More Sharing. Chapter will start to share
recaps from Monthly board meetings on
Social Media.
Board Member take over of Social Media
Account for the day.
Strategic Plan
Created at the beginning of each year
Designed to set and track objectives of the
organization
Identifies strengths and improvement
opportunities for the organization
Broken out by each major functional area
Improvements vs. Plan
Social Media – up 8% from last year; 4th
social media outlet added
Membership – 26% increase in active
members; 31 members attended
onboarding process; all new members
contacted by Membership VP
Finance – Income exceeded plan by
approx. 20%;Expenses approx. 33% of plan
Improvements vs. Plan
Programming – Average attendance up
89.5% (plan was10%); Repeat program
attendance was at 46% (plan was 10%)
Finance – Income exceeded plan by
approx. 20%;Expenses approx. 33% of
plan
Improvement Opportunities
Improved website analytics, especially membership analytics. Need more ability to track and report. Investigating Google Analytics
Programming hit multiple goals but needs to increase average attendance to meet plan
Financial reserves need to increase to meet plan