SHRM Volunteer Leader Orientation

Chapter PresidentRoles / Responsibilities

Nancy Conway, SPHRField Services Director

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Today’s Agenda

• SHRM Overview• SHRM Volunteer Leader Structure• Roles/Responsibilities of Volunteer Position• SHRM Affiliate Program for Excellence (SHAPE)• Important Dates• SHRM Volunteer Leader Communication • SHRM Resources for Volunteer Leaders • SHRM Volunteer Leader Summit• SHRM Staff – Regional Teams

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SHRM OverviewAbout SHRM

• The Society for Human Resource Management (SHRM) is the world’s largest association devoted to human resource management.

• Founded in 1948, SHRM currently has more than 575 affiliated professional chapters and 200 student chapters.

• SHRM headquarters is in Alexandria, VA.

• SHRM has more than 275,000 professional and student members in more than 160 countries.

• SHRM has over 350 staff members and more than 6,000 volunteer leaders!

• Visit SHRM Online at www.shrm.org

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SHRM OverviewSHRM’s Vision

SHRM will 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 OverviewSHRM’s Mission

SHRM is the global HR professional organization that exists to:

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

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SHRM OverviewSHRM’s Strategic Priorities

1. Provide high-value resources to existing core membership2. Be a global organization3. Operate as a financially sustainable organization4. Evolve positioning to become more

of an advisor and advocate

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SHRM OverviewSHRM Board of Directors

The Board of Directors provides leadership for SHRM by:

Upholding SHRM's vision, purpose and values;

Setting the broad policies, direction and priorities of the organization;

Ensuring that SHRM has highly effective leadership;

Providing fiduciary oversight; and Maintaining the integrity of SHRM

services and products developed for the benefit of SHRM members.

Bette Francis, SPHR2013-2014

SHRM Board Chair

http://www.shrm.org/about/boardofdirectors/Pages/default.aspx

Brian D. Silva, SPHR, GPHRChair Designate

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SHRM OverviewSHRM Leaders

J. Robert Carr, JD, SPHRSVP, Membership, Marketing &

External Affairs

Henry (Hank) Jackson, CPAPresident/CEO

Elissa C. O’Brien, SPHRVP of Membership

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SHRM Volunteer Leader StructureSHRM’s Volunteer Leadership Structure

Members

November 2004

Volunteer Leadership StructureSHRM® Board

RegionalCouncils

StateCouncils

LocalChapters

Staff Support

HR Expertise Panels

• Ethics/CSR• Global• HR Technology• Labor Relations• HR Disciplines:

. Organizational Development

. Compensation

. Benefits

. Talent Management

. Employee Health, Safety & Security

. Employee Relations

. Diversity & Inclusion

MembershipAdvisory Council

Members

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SHRM Volunteer Leader StructureSHRM Chapters are categorized into five sizes

SizeSmall Medium

Large

MegaSuper Mega

Total Chapter Membership 25–100 members 101–300 members

301–500 members 501–1,000 members

1,001+ members

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SHRM Volunteer Leader Structure

“Fortune Forty” Initiative to assist chapters meeting neither requirement.

By December 31, 2016

25 SHRM members and

51% of total membership must be SHRM members

All chapters

must meet the

requirements by

12/31/16

SHRM Chapter Affiliation Requirements as of January 1, 2012

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SHRM Volunteer Leader StructureSHRM’s Five Geographic Regions

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SHRM Volunteer Leader Structure2014 Membership Advisory Council (MAC)

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Roles / Responsibilities of Your Volunteer PositionChapter President - Job Description

· Provide leadership to the local chapter consistent with state, regional, and SHRM policy, strategies and objectives

· Effectively operate the chapter so that the needs of the members are met

· Perform other duties as required by the local chapter’s bylaws

· Serve as a voting member of the state council

Learn something new, Get to know someone better, and Be sure to have some FUN!

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Roles / Responsibilities of Volunteer PositionChapter’s Charter

• Documents the relationship between SHRM and the chapter

• Spells out the legal use of the SHRM name, logo, and acronym

• A copy of your chapter charter is available at SHRM; contact your MEA

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Roles / Responsibilities of Volunteer PositionChapter Bylaws – Review and Revisionshttp://www.shrm.org/Communities/VolunteerResources/ResourcesforChapters/Pages/CHAPRadmin.aspx

Be sure to initiate your review with the current version of bylaws on file at SHRM HQ!If you do not have a copy of the current version, contact your Regional Administrator (RA).

Send 3 things to your Field Services Director (FSD) by email

• Summarized listing of the major changes, in bullet format

• “Marked up” copy showing the changes

• “Clean, Final” version to be signed by SHRM

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SHRM Affiliate Program for Excellence (SHAPE)SHAPE resources are available in the VLRC:

http://www.shrm.org/Communities/VolunteerResources/ResourcesforChapters/Pages/SHAPE.aspx

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Important DatesVolunteer Leaders’ Resource Center (VLRC)www.shrm.org/vlrc

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Important Dates

• December 1 – Chapter Leader Information Form (CLIF) and State Council Leader Information Form (SCLIF)

Online Reporting Tools:– CLIF https://fs16.formsite.com/robgatesshrmorg/form8/form_login.html – SCLIF https://fs16.formsite.com/robgatesshrmorg/form9/form_login.html

• December 15 – Chapter Designation Forms must be received to be processed by the end of the year. Forms are available at http://www.shrm.org/Communities/VolunteerResources/ResourcesforChapters/Pages/desigform.aspx

Submit online or fax:– Online SHRM.MemberRelations@shrm.org

– Fax (703) 739-0399

• January 31 – SHRM Affiliate Program for Excellence (SHAPE) year-end report for chapters and states councils

Online Reporting Tools:– Chapter SHAPE https://fs16.formsite.com/robgatesshrmorg/form27/form_login.html

– State Council SHAPE https://fs16.formsite.com/robgatesshrmorg/form26/form_login.html

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SHRM Volunteer Leader CommunicationMonthly SHRM Update

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SHRM Volunteer Leader CommunicationE-Mail Alerts

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SHRM Resources for Volunteer Leaders Volunteer Leaders’ Resource Center

– Chapter Leader Resource Guide– Chapter Best Practices– Sample Bylaws– Chapter Toolkits– Non-Dues Revenue Ideas – Fundamentals of Chapter Operations– Chapter Leader Position Descriptions– Guide to Chapter Financial Management– Core Leadership Areas– Graphic Standards Manual for Affiliates– Volunteer Leaders’ Webcast Series– Membership Recruitment & Retention Toolkit– Programming Ideas– Web Site Resources– Resources for Working with Volunteers– AND MUCH MORE!!!

www.shrm.org/vlrc

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SHRM Resources for Volunteer LeadersConference Calls & Webcasts

• Quarterly CLA webinars/conference calls

• Chapters by Size webinars/conference calls

• Volunteer Leaders Webcast Series

Refer to monthly SHRM Update and/or VLRC Master Calendar

www.shrm.org/vlrc

• SHRM ConnectForm a chapter discussion group on SHRM connect

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SHRM Resources for Volunteer LeadersChapter Activities by Month Check-list

Available on VLRC: http://www.shrm.org/Communities/VolunteerResources/ResourcesforChapters/Documents/Chapter%20Activities%20by%20Month%202011%201116.docx

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SHRM Resources for Volunteer LeadersSHRM Graphic Standards Manual for Affiliateshttp://www.shrm.org/Communities/VolunteerResources/graphicsguide/use/Pages/default.aspx

CORRECT LOGO USAGE

INCORRECT LOGO USAGE

A checklist and convenient submission form can be found at http://fs16.formsite.com/robgatesshrmorg/form17/index.html

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SHRM Resources for Volunteer LeadersCreating (Changing) Your Chapter or State Council Logohttp://www.shrm.org/Communities/VolunteerResources/graphicsguide/Pages/default.aspx

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SHRM Resources for Volunteer LeadersSHRM Monthly Membership Report

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SHRM Resources for Volunteer LeadersSHRM Monthly Membership Report – Region Rollup Report

Region Roll-up is by state

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Held each November for key volunteer leaders:

• Chapter President or President-Elect• State Council Director or State Council Director-Elect • State Council Membership Director• State Council District Director• Chapter Management Professional (CMP)• Member Advisory Council (MAC) Representative

Provides opportunities to gain information about your volunteer role, enhance your leadership development skills, network with peers, share effective practices and challenges across region and engage with SHRM staff!

SHRM Volunteer Leaders’ Summitwww.shrm.org/conferences/leadership

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SHRM Staff – Regional TeamsField Service Directors

• Located in the territory served

• Main point of contact for State Councils, Professional and Student Chapters, and other SHRM members in their respective states/territories

• Communicate and promote SHRM vision, mission and strategic priorities

• Ensure that chapters maintain affiliation standards and guide them in growing/retaining membership

• Serves as a strategic resource to chapters and state councils by providing guidance on succession planning, volunteer relations and other key affiliate issues

Find your FSD at: SHRM » Communities » SHRM Regions, State Councils, MAC http://www.shrm.org/Communities/SHRMRegions-StateCouncils-MAC/Pages/default.aspx

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SHRM Staff – Regional TeamsMember Engagement Associates (MEAs)

Located at SHRM HeadquartersPrimary contact for:

• Chapter rosters and member lists; audits • Student chapters• At-large labels• Primary Chapter Designation forms• Auditing and Chapter Financial Support Program (CFSP) payments• Any documents you need mailed to you• Promotional materials• General questions

Find your MEA at: SHRM » Communities » SHRM Regions, State Councils, MAC http://www.shrm.org/Communities/SHRMRegions-StateCouncils-MAC/Pages/default.aspx

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The New SHRM CredentialsWe believe these new credentials will become the globally-recognized standard of excellence in HR.

We’ve created the SHRM-CP and SHRM-SCP to:

o Encourage HR professionals to acquire the knowledge and behaviors that drive effective performance and career success, and contribute to positive organizational outcomes

o Establish a certification that is highly relevant to employers, and meets the needs of business;

o Grow certification in the HR profession; and

o Create a new and universal standard for HR.

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Commitment to Chapters

We recognize that with this change, SHRM Chapters may face some short-term challenges, which SHRM wants to help address.

o SHRM Chapters in good standing will be designated as Preferred Providers for SHRM recertification programs at no cost. As Preferred Providers, chapters will have the opportunity to offer programs qualifying for recertification credit without pre-approval. (Offerings will be subject to audit.)

o SHRM Chapters and State Councils in good standing will also be eligible for enhanced chapter support based on the number of SHRM certified members at the end of 2015 and 2016.

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Thank You for Volunteering!