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Toolkits

ATD provides chapter leaders with information in the form of "Toolkits." These toolkits should be disseminated to chapter leaders responsible for that functional area throughout the year and when new information becomes available.

Toolkit Topic
Toolkit Description
Audience
Last Update
Area Chapter Leaders Conference Toolkit  Provides information on how to outline the full life-cycle process of bringing chapter leaders together for a day of networking and best practice sharing.
All chapter leaders  2015
Chapter Advocacy Toolkit Provides guidelines for advocacy campaigns, tips on how to communicate effectively with policymakers, and links to track legislation online. Also includes sample documents and tools to assist chapters in playing an advocacy role. Public Relations, Government Relations Leaders  2015
Chapter Awards Program Toolkit Assists chapters in the development and implementation of an awards and recognition program.
Awards, Communications, Marketing, Volunteer Management Leaders  2015
Chapter Interest Group Toolkit Provides a guide on how to establish special interest groups (SIGs) and geographic interest groups (GIGs) within your chapter as well as manuals, samples, and best practices from your fellow chapters. Professional Development Leaders, Volunteer Management Leaders, President  2015
Chapter Risk Assessment Guide Designed to be used by chapter board members to evaluate risk and determine strategies for mitigation. President-Elect, President  2015
Maximize Chapter Value While Minimizing Costs Provides tips to help chapters to remain relevant, cut costs, and attract and retain their members to not only survive, but thrive in any economic climate. All Leadership Positions  2015
Chapter Incentive Program (ChIP) Toolkit Includes templates, marketing messages, materials, and best practices to help chapters maximize ChIP revenue potential. Marketing, Technology Leaders  2015
Communications Toolkit Provides templates and examples for chapters to develop an annual communications plan and
associated communications materials.
Public Relations, Marketing, Communications Leaders  2015
CPLP Toolkit  Serves as a guide for chapters to support CPLP and enhance chapter membership value; compiled from the research and commitment of chapter leaders across the country, doing amazing things to leverage CPLP and grow their chapters Professional Development, Programming Leaders, CPLP SIG  2015
Employee Learning Week Toolkit Provides resources to help chapters recognize ELW through media talking points, best practices, and proclamation letter samples. Communications, Public Relations Leaders  2015
Finance Toolkit Designed as a resource for a chapter finance officer, provides important information and advice on typical CFO responsibilities. President, Finance Leaders  2017
Onboarding Toolkit  This new toolkit provides you with resources, guides, templates, and best practices for onboarding your new board members and getting them assimilated to your board’s culture and practices. President-Elect, President  2015
Public Policy Toolkit This toolkit provides you with resources and best practices for engaging with public policy makers and partaking in advocacy initiatives.  All chapter leaders 2015
Engaging Students and New Professionals Provides recommendations and suggested resources to help chapters reach out to students, local higher education institutions, and new professionals. Programming, Student SIG, Marketing Leaders  2015
Succession Planning Toolkit The Succession Planning Toolkit has been created to help your chapter evaluate its future leadership and talent needs, identify individuals who can potentially satisfy those needs, and prepare an individual for her eventual role as a leader. This toolkit will help your chapter to develop the bench strength needed to ensure that there are qualified people to pick up the ball when a board member leaves.

Looking for a quick review of best practices? Review the Succession Planning Quick Reference Guide
President-Elect, President  2015
Working With Vendors Toolkit Provides a walk-through of the process of selecting and working with vendors, ideas and templates for working with sponsors, exhibitors, advertisers, and speakers. Marketing, Programming Leaders  2015

Additional Resources

  • Business Acumen Assessment- Why is this important?
    This skill assessment is an opportunity for your chapter board to individually assess and get feedback on the specific abilities, knowledge, and behaviors that exemplify business acumen. In addition to being an assessment, this provides a positive model of what your chapter should look for in a potential chapter leaders.
  • ATD Group Tax Exemption Information
  • Incorporation Information

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