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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 five key areas that are necessary for running a chapter like a business: administration, financial, membership, professional development, and communication.

Early Submission Deadline: January 18, 2019*
*Early submission will enter the chapter in to a drawing to win a free ALC registration.

Submission Deadline: January 31, 2019

The Partnership Team, comprised of chapter leaders from diverse chapters, members from the National Advisors for Chapters (NAC), and staff, recommended a two-year pilot program as a part of CARE to the ATD Board of Directors. The Board approved the pilot program, and we are excited to share information about it with you.

Here are the key highlights of the program:

  • Joint membership requirement reduced to 35% for individual chapters.
  • 50% joint membership goal to be measured in the aggregate (all chapters). View the current progress.
  • Joint membership activities added to requirements to help chapters plan for success.
  • Rewards program to recognize top three chapters in each size category with cash and complimentary registrations.

Update to Joint Membership Activities in 2018:
Joint membership activities are included in CARE to help chapters be successful by using best practices. Beginning in 2018, the following changes go into effect to streamline joint membership activities:

  • Add participating in the chapter membership on the ATD Store program in addition to sharing best practices (whether on NAC area calls, through the Sharing Our Success—SOS—program, or at ALC) as recommended activities to make a list of 20 recommended joint membership activities.
  • Eliminate foundational activities, making no one activity required for completion over others.
  • Decrease the number of minimum activities from 13 to 10 to make tracking and completion of activities more manageable for chapter leaders.

2018 resources and additional information will be posted soon!

More detailed information can be found below:

Questions? Please contact your chapter relations manager.

CARE Resources
2017 CARE Planning Workbook

Created to help leaders gather and document CARE-related information for the CARE survey. The workbook mirrors the online CARE survey. It is recommended that chapters complete this workbook prior to completing the online CARE submission.

2016 CARE Summary

Benchmark your chapter with others. The summary includes results and demographic information based on responses provided by ATD chapters on their 2016 activities.

2017 CARE Planning Tool

Allows chapter leaders to keep track of the completion status for each of the 18 CARE elements and the joint membership activities. Review the CARE Planner Job Aid to learn how to implement this tool in your board meetings.


Outlines series of actions taken to assist chapters that do not achieve 100 percent CARE.

2017 CARE FAQs

Lists answers to the most frequently asked questions chapter leaders have about CARE.

CARE Informational and Planning Webcast

The CARE Team shares more about the process, chapter best practices, and the secrets to meeting the most commonly missed elements.

CARE Element Quick List

A handy reference guide listing all CARE components and elements.

CARE Element Matrix

Lists all CARE elements, their purpose, and how chapters can accomplish them. Also includes resources available to assist with each element.

Resources by position

Resources are available by your specific chapter leadership role.

Risk Assessment Guide

Use this guide to conduct a risk assessment for your chapter, and achieve CARE element 1.8.

Addendum Document Resources
2017 CARE Membership Roster

A chapter's membership roster should be in Excel format, and list the chapter's active members as of December 31, 2017.

2018 CARE Board Member 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.)