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NASW OHIO CHAPTER REGIONAL DIRECTOR’S ORIENTATION

Treasurer Information PowerPoint

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Page 1: Treasurer Information PowerPoint

NASW OHIO CHAPTER REGIONAL DIRECTOR’S ORIENTATION

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REGIONAL DIRECTOR TRAINING CONTENTSRole and Responsibilities

To the RegionTo the BoardTo the Chapter Office

Communication and Connection With the RegionWith the BoardWith the Chapter Office

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THE ROLE AND RESPONSIBILITIES OF A REGIONAL DIRECTOR

The Connectors Role and Responsibilities

To the Region Marketing NASW and Outreach to Membership Social Networking, Social Advocacy Groups, and Meeting the

Other Needs of the Region Annual Banquet CEU Programming

To the Board Attending Board Meetings

To the Chapter Office Financial Responsibilities and Accountability Accessing Assistance

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MEMBERSHIP INFORMATION

Each monthly, regional membership information will be sent to you by e-mail. The information will include the month’s suspended members, reinstated members, and new members. Suspended means that their membership has

lapsed and they are at the end of a ‘90 day grace period.’ At the end of the month this person will be considered an inactive member.

Reinstated means that the person has renewed their membership within the 90 day period.

New members are either brand new members or members who were once members and joined again.

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HOW DO WE RETAIN AND GAIN MEMBERS?

New MembersMeetings and WorkshopsPresentationsBringing up NASW in conversations with

social workers Suspended Members

Personal phone calls from regional leadership

Mailings

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REGIONAL AWARDS Each year awards are given out on the regional, state,

and national levels to social workers, elected officials, public citizens, and social work students.

Each region will collect award nominations at the beginning of the year, make decisions on the award winners after verifying their membership status in early spring, and then have a ceremony for the winners.

After the award decisions are made regional directors will send the materials to the state office for state consideration.

The state Awards Task Force makes their decision in June and the ceremony is held during the conference in the fall.

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BANQUET

• We will assist you in marketing the event.• Please do not use your personal credit card.

Give us a call and we will do the leg work in contracting with the facility and paying fees.

• We will assist you in finding, ordering, and paying for plaques or other types of honorariums.

Please give us a call once your leadership team has identified the date, time, and place of your event and we will assist you with the details.

The Chapter office is here to help you plan your

awards banquet.

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CEU WORKSHOPS

Providing 1 or 1.5 hours of CEU workshops is a valuable resource to members and is an excellent mechanism to bring social workers together.

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PROCEDURES FOR CEU WORKSHOPS

Identify your presenter, time, and location of the workshop.

At least two weeks prior to each workshop the chapter office needs: A copy of the resume of the presenter A copy of clear goals and objectives A copy of the flyer, brochure, or listing.

The Chapter must be in receipt of these items before advertising can begin for the workshop to

ensure that CEUs can be given.

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THE CEU WORKSHOP MUST:

Provide a sign in sheet (available on website)

Include an evaluation component (available on website)

Provide a CEU certificate to those who received CEUS*

*These will all be provided to you by the Chapter office once you submit the initial paperwork.

Workshop expenses will not exceed revenues for cash advances.

Be offered in a place accessible to persons who are physically challenged.

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WHERE TO FIND THE FORMS YOU NEED FOR CEU WORKSHOPS ON THE WEBSITE?

www.naswoh.org

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AT THE CONCLUSION OF THE WORKSHOP…..

A copy of the attendance sheet, indicating those who received CEUs

A copy of the evaluations

Return completed Regional events Financial Summary form

Send back to the

Chapter:

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QUARTERLY REPORTS TO THE BOARD

Regional Directors are members of the Board of Directors and are responsible for providing a report at each quarterly board meeting.

On the next slide you will find the format that you should use to organize your Quarterly Report. The report is organized according to the priority issues identified in the Chapter’s Strategic Plan. Underneath each priority issue, you will see suggestions of activities, events, and updates to include in the report.

You may access this form through the Chapter website.

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NASW Ohio Chapter

Region ____ Report

DATE Information included in the report should reflect activity that has occurred in the last quarter.

Priority Issue 1: Membership Outreach to students Contacts with suspended members (i.e. phone calls) Contacts with new members Other contacts with members Efforts to increase member involvement in regional activities Surveys or mailings sent to members in the region Events held during the quarter, including:

Networking/social events Trainings Regional meetings

Attendance at events – members and non-members (speak to the diversity of the event)

Priority Issue 2: Social Work Public Education Campaign Media efforts

Newspaper articles/ads Social Work Month publicity activities

Priority Issue 3: Diversify Revenues Current financial status for the region Income brought in by fundraising efforts Expenses

Priority Issue 4: Advocate for Social Policies and Advance Social Justice and Diversity Regional advocacy efforts Activity in coalitions on the regional level Meetings with local legislators when acting as an NASW representative Actions to diversify membership (geographically, culturally, professional sectors, etc.)

Respectfully Submitted,

Region ____ Director

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COMMUNICATION IS CRITICAL Timely, effective communication is critical for

all of us. The Chapter office has set up various

communication mediums such as… Ohio Update (6 published per year) Electronic Newsletter (monthly) Advocacy News (weekly) Website (www.naswoh.org) Blast e-mails Social networks (Face book) The telephone (9 am – 5 pm weekdays) As well as U.S. postal service for post-cards,

flyers, and letters.

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COMMUNICATING WITH YOUR REGION

The Ohio Chapter Newsletter, the Ohio Update• The Ohio Update, is published six times a year. • The process:

– The newsletter articles are developed at the chapter office.

– Sent to a graphic designer– Designer sends proof to chapter staff for edits– Sent to Printer – Printer sends proof for final edits– Printer sends final copy to mail house

A Process that takes approximately 4 weeks!!!

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COMMUNICATING WITH YOUR REGION Who receives the Ohio Update?• All “active” members

(approximately 4,000)• 150 Legislators• Community Leaders• Organizations, such as the Ohio

Counselor Social Worker and Marriage and Family Therapist Board.

*Students and members who opt out of printed copy receive an online version.

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COMMUNICATING WITH YOUR REGION

Regional News in the Ohio Update is critical Members are seeking to find ways to

participate and find local information. This is an effective medium to communicate

Upcoming events (meetings and workshops) Regional news that may impact or interest social

workers Recognition for regional honors and thank you to

volunteers

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COMMUNICATING WITH YOUR REGIONOhio Update Newsletter

Regions need to submit a report by:

Members will not receive the newsletter until the first week of the month; therefore do not include anything that occurs before that date.

Send your information by email to [email protected]

Newsletter Due Date

September-October August 5th

November-December October 5th

January-February December 5th

March-April February 5th

May-June April 5th

July-August June 5th

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SAMPLE: REGIONAL UPDATE NEWSLETTER SUBMISSIONRegion III Newsletter 02.15.08

Regional Director: Rebecca L. Sanford, LISW-S

(e) [email protected]

Happy Social Work Month! I find March to be a great month to renew my enthusiasm and passion for the work that we do as social workers. I hope

this month is a time of pride and celebration for you in the work that you do, too. Please consider ways to celebrate the wonderful work that is

being done by social workers in our community!

The Steering Committee continues to meet but has a slightly revised meeting schedule. We now meet the first Thursday of every month at 8:30am

at Phoenix Coffee at 2155 Superior Ave. The Steering Committee helps plan regional events and respond to professional issues and social justice

issues in the region. All members are welcome to join at any time! Just email to let me know if you plan to attend.

In the end of February, a survey was mailed out to members in the region along with a flyer listing the upcoming events and trainings in the region.

The Steering Committee put the survey together in an effort to better understand the needs of the members in the region and to help guide our

efforts in the future. Your feedback is greatly appreciated and I look forward to hearing from each of you.

By the time this article is published, we will have celebrated our Annual Awards Banquet. The award winners will be published in the next article,

but I want to congratulate them in advance for their accomplishments! Thanks to all who attended and took part in the celebration, too.

The email list continues to help us keep connected in the region. If you would like to be added to the email list or are not sure whether or not you

are on the list, send me an email at the address listed above. Feel free to also send me information, such as trainings, social action issues, or job

opportunities, that you would like to have shared with other members of the region.

Note the upcoming regional events:

Training: Addictions for Non-Addictions Specialists

Presenter: Louis Weigele, LISW

Location: Free Clinic - 12201 Euclid Ave., Cleveland, OH 44106

Date: 04/25/2008 and Time: 8:45am-12:00pm

Please register for this training online at www.naswoh.org.

Join us after the training for our quarterly Regional Meeting from 12:15pm-1:30pm and free lunch!

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COMMUNICATING WITH YOUR REGION

Monthly e-Newsletter The E. Newsletter is sent on a monthly basis

to all members. It is an effective communication medium to provide readership timely information.

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COMMUNICATING WITH YOUR REGION

Monthly e-Newsletters Regional reports must be submitted by:

Month Due Date Send Date

July 09 July 22nd July 24th

August 09 August 19th August 21st

September 09 September 23rd September 25th

October 09 October 14th October 16th

November 09 November 18th November 20th

December 09 December 16th December 18th

January 10 January 20th January 22nd

February 10 February 17th February 19th

March 10 March 17th March 19th

April 10 April 21st April 23rd

May 10 May 19th May 21st

June 10 June 16th June 18th

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COMMUNICATING WITH YOUR REGION

Weekly Advocacy e-Letters Regions can submit advocacy updates/alerts

to the weekly e-letters. All submissions must be in by Thursday to be

sent on Friday.

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ARCHIVAL COMMUNICATION

All of the communications through the state (Ohio Update, Monthly e-Newsletters, and Weekly Advocacy e-Letters) are archived on the Ohio Chapter Web-Site under the tab ‘Resources’

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E-MAILS TO YOUR REGION What is a blast E-mail?

A blast e-mail is an e-mail that is sent to many recipients.

We can send blast e-mails to the full membership or target… specific regions, categories of members, and/or specialty practice section.

The Ohio Chapter will only Blast information for NASW Ohio activities.

Any information from other organizations will be included in the monthly e-Newsletter.

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E-MAILS TO YOUR REGION

All e-mail blasts (e-mails that are sent to a large number of people) need to be sent through the Ohio Chapter.

This ensures that all members of your region are receiving the information, SPAM laws are followed, and that we are consistent and accurate in our messaging to members. If you want to send an e-mail to your region send

the text to the Ohio Chapter and it will be forwarded.

If your region has a online group please make a staff member an administrator and send the text of an e-mail you wish to send to the Office.

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NASW OHIO CHAPTER WEBSITE

Our website is the most effective way to communicate information.

Inform your region of events, develop links and share information within your region, and build a strong communication link between social workers across your geographic area.

http://www.naswoh.org

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HOW DO YOU EFFECTIVELY UTILIZE THE NASW, OH CHAPTER WEBSITE?

Staying Updated The webpage is continually updated- it is the most

important place for you to access information Accessing Documents

Governance Documents CEU Workshop Documents

Advocacy CapWiz Page Issue Pages

Membership Tool Marketing Archive of Publications

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COMMUNICATING WITH YOUR REGION- U.S. POSTAL MAIL

You wish to send members in your region mail.

Remember it has become very expensive – but there are members who are not linked electronically, so at times, using the postal mail service is validated.

• The Chapter office is equipped to provide mailing service to you.

• Gives us a call or send us an email and we will assist you with your communication.

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QUESTIONS Where do you find forms that you need? What are effective and affordable

mechanisms to communicate with members? What materials must be submitted to the

Chapter your CEU event? office prior to advertising

What is the timetable to submit information for publications?

What are the responsibilities of Regional Directors at Board Meetings?