©shrm 2010 hrfl leadership conference dorothy knapp, sphr
TRANSCRIPT
©SHRM 2010
HRFL Leadership ConferenceDorothy Knapp, SPHR
©SHRM 2007
What do I need to know?
• Important dates
• How are we governed?
• How are we connected? What is the bigger picture?
• What support do I have in my role? Who do I turn to?
• What is the SHAPE program? Why is it important?
• Why should we focus on growing Membership?
©SHRM 2007
Important Dates
November 15-17, 2012
SHRM Leadership conference
(for 2013 leaders)
December 1
CLIF due (even partially completed)
January 31
SHAPE due
Plus all HRFL meeting dates
©SHRM 2007
November 2011
SHRM Leadership Conference
• Incoming or current chapter president
• District Directors
• Current and incoming state directors
©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; visit to Capitol Hill is optional• November 15-17, 2012 (tentatively starts at
1:00 Thursday and ends at 2:00 Saturday)
©SHRM 2007
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.
• Send in even if you don’t have all positions filled
Must submit on time to qualify for any award for the year
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How are we governed?
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Not for profit associations (AKA non-profits)
• Non-profit association> Governed by federal and state laws for non-profits> Entire Board should read and know what the bylaws say> Bylaws must accurately reflect what the board is doing> No one person on the Board makes decisions for chapters; must be
by majority vote of the governing body
• An affiliate of SHRM – the parent organization> Rules and expectations> Chapter bylaws cannot conflict with SHRM bylaws> Must keep bylaws up to date> Chapter charter outlines the relationship between SHRM and
chapter
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Bylaws Approval Process
• All board members should carefully review the bylaws upon taking office and should follow them as a legally binding document
• Bylaws model online – be sure your bylaws include all required sections as stated in the checklist online
• ANY bylaws revisions must be sent to Field Services Director (FSD) for review
• ANY bylaws changes will then be approved by SHRM (including name changes and changes to 100%)
• Do not hold 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 (marked up copy, final copy) with a bulleted list of the changes to [email protected] . I 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 FedEx 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 FedEx (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.
The process
takes at least
6-8 weeks
©SHRM 2007
Chapter Charters
• These documents spell out the relationship between SHRM and chapters> Who owns membership lists> Correct use of the SHRM logo> Correct use of the SHRM name
• Be sure your chapter has a copy; review it annually
• If your copy is lost, contact your Regional Administrator
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•Place prominently on all materials produced by an affiliate of SHRM.•Do not modify the logo; must be the entire “Affiliate of” logo, and never be smaller than 1 inch wide.•Use in conjunction with your chapter logo – same size and near each other
“Affiliate of” logo
Please note the change from the TM to the ®; be sure you are using the ® logo
©SHRM 2007
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 chapter bylaws.• SHRM encourages chapters to require all board members
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 and actively participate in state council meetings.
©SHRM 2007
SHRM Chapter Membership Requirements
• 25 SHRM members or 51% affiliation (whichever is greater) must be current SHRM members
• Chapters have five years to come up to this standard
New!
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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
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How are we connected?
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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 Staff Leadership
Hank Jackson, CPAPresident/CEO
Pam Green, SPHRVice-President of U.S. Membership
New Board Orientation
©SHRM 2011
©SHRM 2007
SHRM Board Chair
Jose Berrios 2011-2012 SHRM Board
Chair
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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”
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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
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Volunteer Leadership Structure
SHRM® Board
RegionalCouncils
StateCouncils
LocalChapters
Staff Support
HR Expertise Panels
• Ethics• Global• Labor Relations• Workplace Diversity• HR Technology• HR Disciplines – Includes: Talent Management, Compensation, Benefits, Organizational Development, Employee Relations, Employee Health, Safety & Security
Governance Committee*
MembershipAdvisory Council
Members
*Governance Committee approves appointment of members to HR Expertise Panels
Volunteer Leadership Structure
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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
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• 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
Core Leadership Area Volunteers
©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
Volunteer Assistance
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: [email protected]. This is a generic email inbox that will be accessible by all the Regional Administrators.
• Order SHRM supplies from your Regional Administrator.
©SHRM 2007
Southeast Regional Contacts
Dorothy Knapp, SPHR
(800) 283-7476, x 6199
703-535-6199
Crystal Adair [email protected]
(800) 283-7476, x 6370
703-535-6199
©SHRM 2007
VLRC
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VLRC
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VLRC
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VLRC
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Chapter Leader Resource Guides
Fundamentals of Chapter Operations• Excellent tool for all volunteer leaders• Provides the basic fundamentals to achieve operational
success• Download from VLRC
Chapter Guide to Financial Management• Provides essential financial information• Info on taxes, incorporation, and record keeping• Easy to understand• Excellent resource for all Chapter Officers• Located in the VLRC under the Finance section
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©SHRM 2007
What is SHAPE?
Why is it important?
©SHRM 2007
SHRM Affiliate Program for Excellence (SHAPE)
• Both a planning tool and an evaluation tool• Covers calendar year• Reporting tool for SHAPE award• Chapters must submit to SHRM by 1/31 • Need to determine now who will complete • Complete online only
©SHRM 2007
SHAPE
• SHRM Affiliate Program for Excellence (SHAPE)
• 2012 Chapter Planning Workbook and the archived volunteer leader webinar will be available in the VLRC at www.shrm.org/vlrc by the end of January.
• Online forms available to input goals for year to aid in planning
©SHRM 2007
Goals for SHAPE
• 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
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In case you are not yet familiar…
©SHRM 2007
SHAPE Program
• ALL chapters must complete all items in the Basic Requirements section (section 1) to remain affiliated
• Other sections of SHAPE: Section 2: Mission-Driven Initiatives, Section 3: SHRM-Affiliate Support, and Section 4: Measures of Success
• Four award levels: Bronze, Silver, Gold, and Platinum
• ** New in 2012 – every chapter must be represented by a board member at the state leadership conference to remain a chapter in good standing with SHRM.
You must have submitted your CLIFBy 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
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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.
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SHAPE Program
The Excel AwardsSHRM Silver Chapter Award
Chapter successfully completes all of the requirements in Sections 1, 2, and 3 AND:
□ Develop and implement a total of three Community Based Chapter Initiatives 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 the state leadership conference.
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©SHRM 2007
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 one additional chapter initiatives (for a total of four) in Section 2.
□ Chapter president or president-elect attend the SHRM Leadership Conference.
□ Achieve Membership Star recognition for growth of SHRM membership in the chapter. (Membership Star status is growth of SHRM members in the chapter of 0-2.9 percent)
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©SHRM 2007
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 2011 SHRM Foundation Chapter Champion.
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SHAPE Program
The Excel Awards
SHRM Gold Chapter Award (cont’d)
□ Serve as a resource to the community or local media on HR issues.
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SHAPE Program
The Excel Awards
SHRM Platinum Chapter Award Chapter successfully completes all of the requirements in
Sections 1, 2, and 3 AND :
□ Develop and implement strategic initiatives in five areas of Section 2.
□ Chapter president or president-elect attend the SHRM Leadership Conference and state leadership conference.
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©SHRM 2007
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 3 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 2011 SHRM Foundation Chapter Champion.
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©SHRM 2007
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.
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©SHRM 2007
Membership
Why focus on Membership?
©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 LeadersEdge
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 $165
• 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
Your chapter can request:> SHRM monthly or quarterly reports via an email request
with a set deadline1. 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
Please have your Membership Chair conduct a quarterly audit of the at-large 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.
Send list of new/expired members to SHRMeach month
©SHRM 2007
Conducting Membership Audits
• 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
Please note that SHRM conducts only ONE audit per chapter per year; other audits can be con-ducted by volunteers and changes shared with SHRM
©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
Why promote certification?
• Symbol of professionalism
• Shows mastery of body of knowledge
• Gives an “edge” in hiring
• Recognized by employers/HR
©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
• Some 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
What does the SHRM Foundation do for you?
Why support it?
©SHRM 2007
• 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 Foundation
©SHRM 2007
• 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• Applications due in July
SHRM Foundation
©SHRM 2007
• Doing Well by Doing Good: Global Sustainability at Aditya Birla Group > Strategic/Global 2011
• Once the Deal is Done: Making Mergers Work > Strategic 2010
• World Economic Forum: Creating Global Leaders > Strategic/Global 2009
• Seeing Forward: Succession Planning at 3M > General 2008
• Trust Travels: The Starbucks Story > Strategic 2007
• Ethics: The Fabric of Business > Strategic 2006
• Fueling the Talent Engine: Finding and Keeping High Performers > Strategic 2005
DVD Series
©SHRM 2007
Other Foundation Resources
Effective Practices Guidelines
Performance Management
Retaining Talent
©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
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/StudentPrograms
• Chuck Salvetti is Student Programs Manager at SHRM
• Chuck also manages the new Young Professionals (YP) program
©SHRM 2007
Chapter Financial Support Payment (CFSP) 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.
Returns a portion of each SHRM member’s dues to the chapter through this program.
©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
Example: Chapter’s 12/31 SHRM Membership Count 2010 250 2009 -200 Difference 50
Net Gain Payment (50 X $25) = $1,250
Chapter Financial Support Program (CFSP)
©SHRM 2007
Chapter Financial Support Program (CFSP)
• Sign up for direct deposit for your CFSP
• SHRM now REQUIRES this
• Sign up at www.shrm.org/Communities/VolunteerResources/ResourcesforChapters/Pages/CHAPRfin.aspx
New
©SHRM 2007
Governmental Affairs/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.
www.shrm.org/Advocacy
©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
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SHRM Connect – Networking Tool
> Create a robust, online social networking platform enabling self-forming communities of interest. Create a group for your chapter.
> All geographical or physical constraints are eliminated.
> Create a profile for your chapter!
Thank YOU for Volunteering. You keep SHRM successful!
Questions?
©SHRM 2010