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ARMA International
2009 Region Leadership
ARMA HQ and Your Chapter: Resources for Success
What we’ll cover
• Overview of ARMA International
• Member Services Communications
• Association Management System
• New Chapter Operations e-Handbook
• Leadership Development
• Overview of new Chapter Awards and Awards Recognition at Conference
• Future resources being developed
ARMA Structure and Governing Documents
IRS - 501(c)(6)• ARMA International, its chapters and regions are
not exempt from paying sales tax. ARMA and all chapters/regions are not-for-profit organizations; as such, they are liable for paying state/local sales tax. ARMA is NOT considered a non-profit organization, which would be exempt from paying sales tax on any purchases (for example: Red Cross is a non-profit thus do not have to pay sales tax).
“Not-for-Profit”What does it mean?
• The primary goal of the organization is to fulfill the needs of its members, rather than produce profits for owner/investors. It does not mean the organization should not make a profit. It can and should produce a surplus of revenues over expenses – the surpluses must be used to enhance the position of the organization and its mission.
ARMA and its Chapters and Regions:
• Chapter is a “subsidiary” of ARMA Int’l – issued a charter by ARMA
• More than 11,000 members worldwide• 11 Regions (9 North America)
– Region Managers– Region Coordinators– Treasurers
• 120 Chapters– Chapter Board/Officers (top 4 required)– Committees, task forces, etc– Members
Categories of Members
• Basic Member (ARMA $175*)
• Student (ARMA $25)
• Retired (ARMA $25)
• Honorary (ARMA $0)
* All dues stated in U.S. Dollars
New ARMA Member Category
Provisional Member
One time, 6-month trial membership; no charge; offered with qualifying purchase determined by HQ; renews into Basic Member; Chapter membership not included, however will be marketing to for chapter and other offerings. Must not have been an ARMA member for five years.
Insurance and Taxes– Insurance implications
• Covered under ARMA General Liability up to $1 mill per occurrence (Chapters and Regions)
• Directors and Officers Liability (Regions only)• Willis HRS Broker (new contact info)
– Barbara Henry, [email protected]– (800) 258-9099 / +1 785-865-3358
– Tax implications• Form 990 – filed with ARMA’s group tax return
Communications– Chapter Connections– New/Terminating Member E-mails
• New members, lapsing members • Be sure your server will receive message
from armaintl.org exchange
New Association Management System!!
• Ability to join Chapter mid-year online
• Easy and pro-active Chapter selection process when joining ARMA online
Chapter Operations e-Handbookwww.arma.org/leadership
– Newly revised– Updated in real time– Chapter operations resources, forms,
templates– Leadership Academy– Reports
Leadership Academy
• Online Courses– “Personal Leadership Skills”
• 11 online modules• 30-45 minutes per module• Quiz at end of each module – 80% to pass• 6.5 ICRM credits pre-approved• Who in your region has completed courses?
– Check the e-Handbook!
– “Personal Business Skills”• Next level of online courses – To be announced
– www.arma.org/leadership• Login = Member i.d. number• Password = ARMA
Leadership Academy
• 2009 Region Leadership Conferences• “Building Leadership Momentum: Putting Strategic
Planning to Work”• Dale Mask, Alliance Training and Consulting
• 2009 ARMA Conference in Orlando• “Project Management for the Occasional Project
Manager”• Tuesday, October 13, 2009• 8:00 to 3:00 p.m.
NO COST for ARMA Leadership!!
• Not ICRM pre-approved
2009 Conference Leadership Meetings– Tuesday, October 13, 2009
• “Project Management for the Occasional Project Manager”• 8:00 a.m. to 3:00 p.m.• RSVP required – Watch for email announcements
– not ICRM pre-approved
– Wednesday, October 14, 2009• 11:30 – 1:00 p.m. Chapter Awards Luncheon• 1:00 – 5:00 p.m. ARMA/Region/Chapter specific sessions• 5:00 to 6:30 p.m. Region receptions/networking• 6:30 p.m. Young Professional Networking event
– All events at the Orlando World Center Marriott
Grants/ Financial Support– Leadership Training Grant
• Two per region, apply in Spring
• $400 subsidizes travel to attend summer Region Leadership meeting
– Chapter Speaker Grant• $500 to help defray cost of quality speaker at Chapter
meeting/seminar
• 25 per fiscal year – ongoing throughout year– Applications in handouts
– Education Session Monitor (ARMA Conference)• Complimentary Conference Registration
– Applications available at arma.org/leadership
Awards ProgramNew Chapter Awards - Recognized in 2010
• Chapter Participation Award
• Chapter Leader of the Year Award
• Innovation Award
• Membership Recruitment Award
• Chapter Merit Award
New Awards Recognition Program
this year at the 2009 Conference
New Chapter Awards
• Chapter Participation Award– Member attendance at Meetings/events– Participation on the Board
• Chapter Leader of the Year Award– Outstanding chapter Board member; similar to
Chapter Member of the Year, only for Board– Contributions to the chapter, region, and/or ARMA
International– Supports and promotes ARMA International
objectives
New Chapter Awards
• Chapter Innovation Award– Innovative approach to a chapter operation
• Ex: approach to increasing membership, improving Board participation, attaining high quality speakers
• Membership Recruitment Award– Greatest increase in membership vs. previous
year– All chapters automatically entered
New Chapter Awards
• Chapter Merit Award– Recognizes chapters that have actively
participated in projects and programs at ARMA International
• Ex: Submitted forms on time; applied for HQ Grants; leadership attended Leadership Day at Conference; Leadership completed the online leadership academy courses, etc.
Current Chapter Awards
• Chapter Website of the Year
• Region Website of the Year
• Chapter Newsletter of the Year
• Special Project Award
• Chapter of the Year (new application process)
• Chapter Member of the Year• ************************************************
• Company of Fellows; Distinguished Service; Britt Literary; Zanotti; Cobalt
Awards Recognition at Conference• Chapter Awards Luncheon – Oct 14
– Ticket/rsvp $20– 11:30 to 1:00 p.m. – prior to Region and Chapter
leadership sessions– Presentation of Chapter –related awards
• Opening General Session – Oct 15Announcement of Fellows, Distinguished Service, Britt Literary, Zanotti and Cobalt
• Awards Reception – Oct 16– No charge to attend
Honoring ALL Awards recipients
Spring Recruitment Campaign• Chapter prospect lists
– 2,000+ prospects from chapters in 2009!– 4,000+ from ARMA database and previous
chapter submissions -- total mailing 6,000+– May1 through August 1 new members to ARMA
and Chapter -- $$ rewards!
• Direct Mail Campaign– Two post cards, One letter
• Annual event
Marketing Your Chapter
• Refer to e-Handbook website at www.arma.org/leadership– Online webinar
• SWOT analysis• Talking the talk• Building your prospect list• Goals• Branding and logos
Future Development• Online real time report generation
• Hardship payment option for members
• Further Development of Education/Speaker Database
• Chapter/Region Website Services– Hosting/Content Management– Event Registration tools– Fall of 2009
• Chapter supply/gift online store
Who to Contact in Member Services
Tom Killam, Director, [email protected]; 888-299-4319
– Region and Chapter questions; Leadership development and training; – strategic and succession planning; HQ/Region/Chapter inquiries
Trevor Mitchell, Sr. Mgr, [email protected]; 888-298-7376
– Chapter Operations; Roster concerns; Chapter leadership concerns– Bylaws, chapter organizational questions– Chapter Escrow – Awards program
Bob Reinsch, Coordinator, [email protected]; 888-299-7719
– Individual member concerns, dues payments, membership data issues for specific individual
– Questions about missing members on rosters
Complete HQ staff listing in handouts
Thank you!