Chapter Leader Community (CLC)

Section Map

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.

Prepare for the 2023 CARE submission with the resources available on this webpage. It is recommended that you complete the CARE workbook prior to beginning the survey.

The online survey deadline is January 31, 2023.

Submit your completed CARE survey by the early bird deadline, January 13, 2023, to be entered into a raffle to win a special prize!

Use this link to login into the survey platform. Reach out to your CRM and NAC for additional assistance.

Chapters that submit their 2023 board rosters to chapter services by December 31, 2022, will be entered into a lottery to receive a complimentary ATD Professional Plus Membership. Make sure to submit your roster using the 2023 board roster template. Submit here!

CARE Resources

2022 CARE Submission Summary (Chapters reporting on the 2021 calendar year)

Benchmark your chapter with others. The summary includes results and demographic information based on responses provided by ATD chapters on their 2021 activities.

Summary

CARE Workbook

PDF
Word

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.

PDF
Word

CARE Foundational Requirements and CARE Plus Element Quick List

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

List

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.

Monthly CARE Tracker - Game of CARE

The Monthly CARE Tracker or the Game of CARE is a monthly roadmap to ensure the board stays inline to complete their goals, and each CARE and CARE Plus elements.

Joint Membership Job Aid

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

CARE 2022 Information and Planning Session

Get a head start on completing and submitting the Chapter Affiliation Requirements (CARE). Join the NAC as they review best practices, tools, resources, and the survey platform to ensure you are ready to submit CARE by January 31, 2022.

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

2022 CARE Membership Roster

A chapter's membership roster should be in Excel format, and list the chapter's active members as of December 31, 2022.

Membership Roster Template

2023 CARE Board 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

2023 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
• Nebraska Chapter’s Transparent Budget Reports: Budget Template and Expenses Reporting
• 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

2022 CARE Results