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Leading your Chapter’s Membership Growth: t Tips for conducting a successful SHRM Chapter Audit Nicole Belyna, SHRM-SCP Field Services Director SHRM Kristy Krakoff, SHRM-CP, Member Engagement Associate SHRM© 2021 SHRM. All Rights Reserved © 2021 SHRM. All Rights Reserved Your Presenters Kristy Krakoff, SHRM-CP Nicole Belyna, SHRM-SCP Member Engagement Associate Field Services Director, SHRM [email protected] [email protected] 703.535.6442 linkedin.com/in/npbelyna linkedin.com/in/kristy-krakoff-shrm-cp Twitter: @SHRMNicole2 © 2020 2021 SHRM. All Rights Reserved What we’ll discuss today OVERVIEW PREPARING FOR A PROCESSING THE EXPLAINING THE AFTER THE AUDIT: SUCCESSFUL AUDIT RESULTS TAKING ACTION AUDIT3 © 2021 SHRM. All Rights Reserved What is the Audit and why must you submit one? An official inspection of the chapter's membership The rosters are required for the chapter to participate roster in order to ensure the chapter maintains in and be eligible for SHRM's Chapter Financial SHRM's affiliation requirements to remain in good Support Program (CFSP) the following year
4 © 2021 SHRM. All Rights Reserved Financial Support Program CFSP – Chapter Financial Support Program 100% Chapter • $25 per dual member Your chapter receives payment • Paid quarterly @$6.25 for members that have Non-100% Chapter designated your chapter as • $10 per dual member their primary chapter
• Paid twice per year @ $5 Net Gains • $25 per additional dual member • End of Year vs Prior Year Chapters and State Councils must be in Good Standing to be eligible for CFSP © 2021 SHRM. All Rights Reserved Audit Timeline July – September/October November–December Initial audit message with audit template sent After audit is complete chapter uses this time to out to all chapters. follow up with potential/lapsed members, ask any questions, and use audit data to set goals for chapter
Chapter works with Board to complete and send in audit/re-audit if necessary
September–October6 © 2021 SHRM. All Rights Reserved VLRC – A Good Reference Tool SHRM.org/VLRC Membership – Chapters – Audit7 © 2021 SHRM. All Rights Reserved Preparing for a Successful Audit 1 2 3 4 5Start preparing at Use Audit Do not change Make sure full PRO TIP! the end of June template sent by field headers on SHRM member Request monthlyand request roster MEA team audit template name and email roster from your from MEA address is used MEA to stay up to date with SHRM 8 © 2021 SHRM. All Rights Reserved Processing the Audit • SHRM uses software that processes the audit
• Here’s why using field headers in the audit template matters! • The software uses these headers to find chapter members and match them to your chapter
• First Name, Last Name and SHRM account email are the most important fields
9 © 2021 SHRM. All Rights Reserved Audit Letter Overview10 © 2021 SHRM. All Rights Reserved Audit Letter Overview11 © 2021 SHRM. All Rights Reserved Audit Letter Overview12 © 2021 SHRM. All Rights Reserved
•Download and insert your chapter VLRC>Membership >Chapter Marketing Samples & Templates •Eblasts •Glossary •Free Marketing Resources •Sample Direct Mail Templates
Strategic Growth with the Right New Members. This group can also benefit from goals that build a thriving team culture. This means building the chapter culture that attracts the type of member you want. When you are building this kind of culture, think of goals centered on Power Team development and success.
Steady growth is best for both you and your new member’s experience. One of the most effective membership growth tactics for nonprofits is to create high-quality content that is unique to your nonprofit target audience. Content adds a layer of usefulness to your organization’s online presence.
Investing in your membership growth also allows you to grow at a steady rate. It can be stressful when you add too many new members at once, and on the flip side, it’s stressful when you go through a drought. Steady growth is best for both you and your new member’s experience.
You know your chapter is in the Build & Grow stage if it’s up to five or so years old, still very active in all things BNI, continuing to add qualified members regularly, growing individual revenue for members and attracting the right new members with a thriving chapter culture.