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CARE: Chapter Affiliation Requirements

Chapter Affiliation Requirements (CARE) are a set of performance guidelines designed to help chapters deliver consistent benefits to members. CARE consists of elements in six key areas that are necessary for running a chapter like a business: Board of Directors, Communication, Finance, Governance, Membership, and Programming.

Early Submission Deadline: January 15, 2021*
*Early submission will enter the chapter in to a drawing to win a free ALC registration.

Submission Deadline: January 31, 2021

At the 2018 ATD Chapter Leaders Conference (ALC), Wendy Gates Corbett, CPLP, and Chris Coladonato, CPLP, current and incoming National Advisors for Chapters (NAC) chairs, respectively, announced that chapter services and the NAC planned to review and revise the Chapter Affiliations Requirements (CARE) survey. Over the course of 2019, significant work was done to evaluate the current process and implement changes. The updates were announced in person to chapter leaders at 2019 ALC. The changes that were announced in 2019 take effect this year. Resources to assist in your understanding and completion of 2020 CARE are below.

Goals of the CARE Review

Business people discussing the charts and graphs

Support chapters to run like a business.

Maintain affiliation with ATD to ensure consistency and alignment.

Midsection of businesswoman with binders at office

Decrease the administrative burden of survey completion.

Partner with chapter services to assist in the completion of the survey.

Business Data Analysis Information Network Concept

Compile meaningful data for chapters and create deeper synergy between ATD and chapters.

CARE Resources

2020 CARE Submission Summary (Chapters reporting on the 2019 calendar year)

Benchmark your chapter with others. The summary includes results and demographic information based on responses provided by ATD chapters on their 2019 activities.

Summary

CARE Workbook

Use the CARE Workbook to review the survey questions with your board and collect responses prior to submitting the online survey in January.
Word Document
PDF

CARE Foundational Requirements and CARE Plus Element Quick List

A reference guide that lists all CARE and CARE Plus components.

List

CARE Foundational and Plus Planning Tool

Use this document to keep track of the completion status for each of the CARE foundational and CARE Plus elements.

Tool

CARE Foundational Element Matrix

The CARE Foundational Element Matrix lists all CARE elements, their purposes, and how chapters can accomplish them. It also includes resources available to assist with each element.

CARE Plus Element Matrix

The CARE Plus Element Matrix lists all CARE Plus elements, their purposes, and how chapters can accomplish them. It also includes resources available to assist with each element.

Joint Membership Job Aid

Lists joint membership activities and resources available to help chapters accomplish at least 10.

Job Aid

CARE Webcast: Reviewing 2019 and Preparing for 2020

Join members of the NAC CARE team to review the 2019 CARE results, resources to support CARE achievement in 2020, and specifics about the new CARE Plus tier. Learn best practices for how to use CARE as a set of performance guidelines that are designed to help chapters deliver consistent benefits to members and incorporate CARE Plus into your chapter's strategy.

Risk Assessment Guide

Use this guide to conduct a risk assessment for your chapter.

Annual Report Template

Use this template to produce an annual report for your chapter and achieve CARE element 6.3.

Annual Report Template

Addendum Document Resources

2020 CARE Membership Roster

A chapter's membership roster should be in Excel format, and list the chapter's active members as of December 31, 2020.

Membership Roster Template

2021 CARE Board Membership Roster

Template in Excel format that chapter leaders should use to submit their board roster with the CARE submission. (Updates should be sent to the chapter relations manager when changes occur.)

Board Roster Template

2021 Chapter Operating Plan

The chapter operating plan provides a framework for doing business effectively and managing resources efficiently. Leverage the Operating Plan Template to create a plan for your chapter.

Recommendations on how to accomplish:
• Identify the objectives, tasks, and timelines associated with each annual goal and major strategy area based on member needs.
• Annually review and update, if necessary, your operating plan to ensure it aligns with the chapter’s mission and vision.
• Use the operating plan to identify how the chapter will address CARE elements throughout the year.

Review examples from other chapters:
• Chicagoland’s Operating Plan
• Florida Suncoast’s Operating Plan
• San Diego’s Operating Plan

Most Recent Yearly Balance Sheet and Income Statement

Preparing and managing a chapter operating budget helps leaders plan for and deliver products and services that meet member needs without exceeding the chapter’s financial resources. Utilize the balance sheet template and income statement template to compile information about the chapter's financial position.

Recommendations on How to Prepare a Budget:
• Develop a budget:
1. Assess the chapter's current financial position.
2. Review the chapter's goals and existing programs and services based on members’ needs.
3. Estimate revenue for the coming year.
4. Estimate expenses for the coming year.
5. Prepare budget worksheets for each program and administrative area.
6. Compile program and administrative budgets into an overall annual chapter budget. Use the budget template if your chapter does not have an existing budget.
7. Have board approve final budget.

• Publish final budget in chapter newsletter or member mailing or make them electronically available to members.

• Review the budget at midyear (recommended) and make adjustments as necessary. Establish a reserve account for unexpected expenses.

Review examples from other chapters:
• Baton Rouge Chapter's Budget Spreadsheet
• Central Iowa Chapter’s Budgeting Planning Spreadsheet and Financials
• Nebraska Chapter’s Transparent Budget Reports: Budget Template and Expenses Reporting
• Sample Budget Planning Worksheet
• Sample Association Financial Statement

CARE Results

The CARE membership goal helps establish that members of ATD and its chapters are part of the same organization with shared valuable resources and a shared compelling mission that effectively meets members’ professional development needs.

Power Membership Award Winners

2020 CARE Results