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Browse all Sharing Our Success (SOS) Stories

Browse all Sharing Our Success (SOS) Stories

Administration

Administration

HOUSTON CHAPTER: Past President Engagement

SUMMARY: The chapter assigned the responsibilities of the sponsorship committee chair position to the past president with the intent of improving the relationship between and increasing the commitment of sponsors to the chapter. The shift provided consistency as relationships formed during the president’s tenure would continue to be nurtured. The chapter also designed the role so that the president elect would partner with the past president allowing for mentorship. As a result of the change, many past presidents remain engaged with the chapter and continue to volunteer for either the chapter or for ATD national committees.

YEAR: 2018

NEBRASKA CHAPTER: Creating a Director of Partnerships

SUMMARY: The Nebraska Chapter created the director of partnerships role to focus on developing targeted partnerships and maintaining relationships with sponsors. The position is nestled into the marketing communications area and serves to develop relationships and bring in new partnerships for the chapter and events. The chapter’s 2018 conference was the first large-scale event for which the chapter garnered partnerships, and it profited over $18,000, allowing the chapter to keep the cost down for attendees.

YEAR: 2018

CENTRAL FLORIDA CHAPTER: Chapter Elections in a Digital Box

SUMMARY: To streamline chapter elections and keep members informed and involved in the process, the chapter used the collaboration portal, Moxtra. The chapter formed a virtual nominating committee and used the platform to distribute details and hold virtual meetings. The chapter also used Moxtra to hold elections, empowering chapter members with more information on the election process and giving them a deeper look into the operations of the chapter. After the committee approved the election results, a full summary was provided to members. The implementation of Moxtra addressed the need to conduct a critical part of chapter business more efficiently by providing more flexibility to the nominating committee members who were vetting the candidates.

YEAR: 2018

BATON ROUGE CHAPTER: The Way We Were: Capturing and Archiving Your Chapter’s History

SUMMARY: The chapter has records dating back to 1998 that needed to be reviewed for archiving, indexing, and retention purposes. The chapter secretary undertook the task of reviewing the records, deciding what was necessary to keep, and devising a strategy for storage, indexing, naming, and searching purposes. A team was put in place to track down the chapter’s history and create a repository of records.

YEAR: 2018

SACRAMENTO CHAPTER: Creation of Volunteer Coordinator Position

SUMMARY: The chapter board asked one of its repeat volunteers to serve as volunteer coordinator. As the volunteer coordinator, the person is responsible for keeping a running list of volunteers, recruiting and organizing new volunteers, and sending thank you emails. The board created the new position and started introducing her at the monthly meetings. Since she has been in the position, she has become the face of the volunteer program and has added a personal touch that has gone a long way with the members. The position worked out so well that the person is now transitioning to a voting member of the board as the Director of Programs. Because of this effort, there has been an increase in volunteers, a steady rotation of volunteers, and an organized process in place. The membership is more engaged, and the chapter has gained more publicity.

YEAR: 2017

ROCKY MOUNTAIN CHAPTER: G Suite for Nonprofits

SUMMARY: To save about $170 monthly, the chapter moved board emails from GoDaddy to Google Suite (G Suite). A third party, Tech Soup, contacted the chapter to verify its nonprofit status on behalf of Google. Once the chapter was set up, it realized a full suite of free tools to use. The chapter has continued to discover more tools provided by G Suite it can use to manage chapter operations including forms, surveys, and other communication tools. The vice president of finance has started reviewing the chapter’s paid products and services to determine if there is a free or reduced price for nonprofits. The money saved will go back to the chapter through member initiatives.

YEAR: 2017

LOS ANGELES CHAPTER: Volunteer Tab in Wild Apricot

SUMMARY: The chapter created a “Volunteer Only” tab in Wild Apricot with subsections titled by each topic. The chapter implemented a system to designate who receives access to each section, and uploaded documents and historical information to each tab. This system compiles all resources and tools in one location and reduces email congestion and duplication of documents. At each meeting, the chapter shows documents from the volunteer tab instead of recreating PowerPoints.

YEAR: 2016

CHATTANOOGA AREA CHAPTER: CARE Update

SUMMARY: With the President-Elect as the designated board member responsible for CARE, the chapter dedicates time at each board meeting for a CARE update, a review of the CARE checklist, and any additional CARE items that require discussion. This practice recognizes CARE as a central part of the chapter’s business, and as a result, the chapter is on track to meet its goals.

YEAR: 2016

LOS ANGELES CHAPTER: Succession Planning Program

SUMMARY: The chapter developed a process to fill the role of manager for different committees working under a chapter officer with executive voting powers. All chapter volunteers were interviewed by a minimum of two chapter officers, including the president. Interviews were conducted by phone to assess skills and motivational fit. Selected candidates were then invited to the in-person board meeting to meet the rest of the board. For succession planning purposes, a manager can be promoted to director and a director to a vice president as the volunteer serves more terms on the board. This incentive educates and trains newer volunteers in a progressive manner, and recognizes those that continue their service on the board. The program has resulted in a targeted selection of volunteers that are ready to take on the responsibilities of their roles and better prepared to be successors.

YEAR: 2016

BAY COLONIES CHAPTER: VP Strategy Role for Past President

SUMMARY: The chapter identified a need to leverage the ATD experience in the chapter. A chapter leadership role was created to focus on onboarding and coaching new board members, identifying network and liaison opportunities with ATD, planning and facilitating the annual strategic planning effort, supporting the annual CARE submission, and ensuring that the mission, vision and values are upheld. The position is perfectly suited for a former past president, who is interested in continuing in a leadership role with the chapter.

YEAR: 2016

PIKES PEAK CHAPTER: Process for Sponsorship/Partnership

SUMMARY: The chapter designed and implemented a process to increase sponsorships and partnerships. The board felt that developing relationships within the community would lead to increased visibility in the community and enhance the chapter’s overall success. As a result of the chapter’s focus on these relationships, the chapter acquired three sponsors, seven partnerships, and $900 in financial gains.

YEAR: 2016

VALLEYS OF VIRGINIA CHAPTER: Recovery From Loss of Nonprofit Status

SUMMARY: After losing its tax-exempt status in 2010 for failure to file its taxes for three consecutive years, the chapter succeeded in reinstating this status with the IRS five years later. Through the process, the chapter learned the importance of transparency, documentation, and accurate financial reporting. With perseverance and diligence, the chapter’s 2014 and 2015 boards put the chapter back on the right track.

YEAR: 2016

FLORIDA SUNCOAST CHAPTER: Speak Easy - Taking the Pain out of the Speaker Selection Process

SUMMARY: The right speaker with the right content delivered the right way to an audience can measurably increase sales, performance, and customer satisfaction while simultaneously improving profits and expanding engagement. For this reason, the chapter created an online speaker proposal form that allowed the chapter to obtain all of the necessary information on a session to properly review, vet, and approve quality speakers. The form resulted in the first speaker who went through the process receiving exemplary marks on the post-meeting survey with a relevant and engaging topic that fell within The ATD Competency Model.

YEAR: 2016

NORTHEAST WISCONSIN CHAPTER: Changing Venues and Improving the Community

SUMMARY: The chapter moved its programming and board meeting venue from a local hotel to a local nonprofit organization, the Goodwill, in order to reduce its costs from approximately $4,000 to $1,000 per year. By reallocating these costs, the chapter is better positioned to achieve its 2016 focus of bringing its members more valuable learning programs with a strategic focus that involves both local and national talent. Additionally, the new location provides the community with an increased awareness of the Goodwill’s mission, and has resulted in members bringing items to donate to the chapter’s events.

YEAR: 2016

NORTHEAST WISCONSIN CHAPTER: Key Takeaway From Chapter Leader's Conference

SUMMARY: The chapter’s current president attended the ATD Chapter Leaders Conference (ALC) as president-elect with the goal of learning how other chapters operate. The chapter leader attended a session covering board structure, and learned about a specific chapter’s board that was comprised of VPs who had voting rights and non-voting, director-level positions who reported to board members. The chapter desired to focus more on membership, programs, and communication, but felt this was too much for the board to handle it on its own. By creating these new director positions, the chapter created new volunteer opportunities, developed a leadership pipeline, and reduced the workload of the chapter board.

YEAR: 2016

DETROIT CHAPTER: Strategic Plan Process

SUMMARY: The chapter developed and executed a strategic planning process. This process resulted in a completed strategic plan with four distinct and defined key result areas and corresponding goals, a membership communication piece, focus areas and goals for each Vice President, specific criteria and review processes of how the chapter is lead and meeting its mission statement.

YEAR: 2016

FLORIDA SUNCOAST CHAPTER: Developing a Culture of Sharing our Success (SOS)

SUMMARY: The chapter has created a culture of SOS. The 2016 chapter President requested that each board member review the SOS submissions on td.org/sos and report back to the board on two to three SOS submissions that the chapter could implement. Both chapter leaders and chapter members have directly benefited as a result of implementing the various best practices from several SOS submissions

YEAR: 2016

UPSTATE SOUTH CAROLINA CHAPTER: Phenomenal Collaboration and Partnership Contributes to Community Workplace Development

SUMMARY: The University Center of Greenville (UCG), a chapter sponsor of the Upstate SC Chapter, provides chapter office space, equipment, plexi-glass signage, banner flags, and more as part of its partnership with the chapter.

YEAR: 2015

SOUTHEASTERN WISCONSIN CHAPTER: RFP Process for Association Management and Website Transition

SUMMARY: In an effort to improve member services, provide more self-service capabilities for its leaders, and reduce operational expenses, the chapter recruited a new association management company and launched an improved website with a member management system.

YEAR: 2014

NORTHEAST WISCONSIN CHAPTER: Going Green with Meeting Announcements

SUMMARY: The chapter moved from paper handouts detailing upcoming events, bios for members of the board, and important information available via the website to a rolling PowerPoint presentation.

YEAR: 2014

SOUTHEASTERN WISCONSIN CHAPTER: Chapter Dashboard

SUMMARY: The chapter desired to make their collected data actionable and make more evidence-based decision making. By identifying Key Performance Indicators, the chapter developed a dashboard that makes it easy for the board to track these items on a historical basis.

YEAR: 2014

METRO DC CHAPTER: New Director Orientation

SUMMARY: To address the challenge of having to onboard new board members in a relatively short time, the chapter developed a formal board orientation. The program helped ensure that all board directors received consistent messaging about the chapter culture, norms, expectations, and that they could sufficiently navigate within the chapter's critical software applications.

YEAR: 2014

KENTUCKIANA CHAPTER: Kentuckiana Chapter Rejuvenation

SUMMARY: With the chapter on the brink of collapse, the remaining chapter leaders went back to the basics of running a chapter by focusing on the elements in the CARE process to build a new foundation for the chapter and allowing chapter membership to grow exponentially.

YEAR: 2014

HOUSTON CHAPTER: Launching a Leadership Council

SUMMARY: The Houston Chapter created a leadership council consisting of senior leaders within the learning and development community, who work as advisors in setting strategy for the local chapter.

YEAR: 2014

NIAGARA FRONTIER CHAPTER: President's Meeting

SUMMARY: The chapter's president-elect, president, and immediate past president began meeting a few days prior to the chapter's board meeting to discuss the meeting agenda, chapter and board issues, and any additional items of importance to the chapter president. The informal meetings provide an opportunity for the past president to serve as consigliore to the president, and for the president-elect to acclimate to the role of president prior to taking office.

YEAR: 2014

GREATER CLEVELAND CHAPTER: One-For-All Business Cards

SUMMARY: The chapter created one business card to be used by all board members. The card includes the chapter's office and website information on the face of the card, and each of the board members' names, chapter emails, and phone numbers on the back.

YEAR: 2014

CENTRAL IOWA CHAPTER: CARE Calendar

SUMMARY: The chapter devised a calendar to focus on Chapter Operating Requirements (CORE) throughout the year and to simply the year-end submission process.

YEAR: 2013

LOS ANGELES CHAPTER: Use of Next Level Tool to Set 2013 Goals

SUMMARY: After operating for years with an informal infrastructure, the Los Angeles Chapter desired to function more like a business and build a solid foundation that would last for future leaders. To assist with strategic planning and 2013 goal setting, the chapter relied on the Next Level tool to identify the chapter's strengths and weaknesses and focus its efforts for the year.

YEAR: 2013

CENTRAL OHIO CHAPTER: Chapter Operating Procedure and Leadership Handbooks

SUMMARY: In an effort to decrease the learning curve when leaders step into new positions and to improve administrative continuity, the Central Ohio Chapter codified the chapter's operating procedures and respective board position responsibilities into a guidebook for easy reference.

YEAR: 2013

NEW YORK METRO CHAPTER: Succession Planning Process

SUMMARY: After facing repeated challenges filling critical board roles, the New York Metro Chapter took a proactive approach to its succession planning efforts by creating and implementing a process that focused on the early identification and development of future leaders.

YEAR: 2013

BATON ROUGE CHAPTER: Board Leader Onboarding Binder

SUMMARY: The Baton Rouge chapter leaders compiled a binder containing important local and national resources to facilitate the onboarding process and maintain the institutional knowledge between outgoing and incoming board members.

YEAR: 2013

GREATER CHATTANOOGA CHAPTER: Wild Apricot Certificate of Attendance

SUMMARY: The chapter received requests for proof of attendance at monthly meetings for attendees to demonstrate personal/professional growth to their employers. The chapter modified a Wild Apricot template to look like a certificate, which is emailed to all meeting attendees automatically after each event.

YEAR: 2013

MARYLAND CHAPTER: Leveraging Wild Apricot to Identify Volunteers

SUMMARY: The Maryland Chapter included a question on their membership application that asks new members if they are interested in being contacted about serving as a volunteer for the chapter. Using Wild Apricot, chapter leaders set up a query that quickly identified all members who answered “yes” so they could be followed up with immediately.

YEAR: 2012

GREATER BOSTON CHAPTER: Chapter Operational Plan

SUMMARY: The chapter leaders at the Greater Boston Chapter put together a great guide on how to create your chapter's operational plan.

YEAR: 2012

CENTRAL IOWA CHAPTER: Chapter Leader Onboarding Blog

SUMMARY: The chapter leaders at the Central Iowa Chapter created a blog to onboard new board members. As a way to keep their institutional knowledge from being lost from year to year, the resources for new board members are now all available online via the blog.

YEAR: 2012

SAN DIEGO CHAPTER: Risk Management

SUMMARY: The San Diego chapter created a form and process for comprehensively addressing the Chapter's risk management. This is easily adaptable for any chapter.

YEAR: 2011

CENTRAL IOWA CHAPTER: Team Building

SUMMARY: This Central Iowa event was an opportunity for the entire board to learn about each other on a personal basis, meet the new board members, have fun, and learn a little more about the operational side of the board to jump start and energize all to get a head start with the 2011 year.

YEAR: 2011

GREATER DETROIT CHAPTER: Chapter Business Office Administrative Policy and Procedure Manual

SUMMARY: The Greater Detroit Chapter contracted with a new administrative management firm. In order to provide a smooth transition for the administrative management company and chapter board members, an Administrative Process and Procedure Manual was created.

YEAR: 2004

Executive

VALLEY OF THE SUN CHAPTER: Board Meeting Minutes Collaboration through Google Docs

SUMMARY: To increase ownership of the meeting minutes for all board members, the board shifted the responsibility from the secretary role to all members of the board. Using a consistent template set up in Google Documents, the board members added in their information in advance of the meeting. While meetings are held virtually, all board members can view the document simultaneously on the call. The change has decreased the hours spent on crafting the meeting minutes and increased transparency as meeting minutes are available sooner to members.

YEAR: 2018

DALLAS CHAPTER: Getting to the Summit Using Basecamp

SUMMARY: To provide an avenue for chapter volunteers to connect and provide transparency internally, the chapter volunteers adopted Basecamp. The platform allowed the volunteers to immediately communicate with one another, collaborate, offer resources and insights, and share documents. The barriers between the four core chapter areas began to dissolve, and documents previously stored elsewhere were moved over to the site to provide historical knowledge and transparency. Basecamp streamlined the chapter’s processes and evolved into a one-stop shop for locating information.

YEAR: 2018

CENTRAL NEW YORK CHAPTER: Leadership Team Onboarding—On Your Own

SUMMARY: In need of strong onboarding for new chapter leaders, Central New York developed an asynchronous PowerPoint approach to be reviewed by new leaders on their own time. The deck requires about 20 to 30 minutes for review and includes slide notes to guide the learner through an overview of the chapter’s mission, history, membership base, key programs and related activities, and roles. The approach was supplemented with one-on-one meetings with the managing director to discuss each board member’s role, responsibilities, and expectations. As a result, the chapter achieved 100 percent participation and created a stronger leadership team.

YEAR: 2018

GREATER LAS VEGAS CHAPTER: Roles and Responsibilities Connected to CARE

SUMMARY: In an effort to organize the chapter and run it like a business, the Greater Las Vegas Chapter identified its CARE responsibilities and broke them out by board member role. At the beginning of 2017, the board reviewed the CARE and joint membership requirements and came up with daily, weekly, monthly, quarterly, and yearly tasks for each board member role. The chapter developed a roles and responsibilities document for each chapter leader position to monitor, measure, and analyze monthly to ensure CARE achievement. To create the process, the chapter reviewed job descriptions on the Chapter Leader Community, customized them for the chapter, added foundational and additional joint membership activities, and highlighted the CARE items in orange so they stand out on the document and can be reviewed at each monthly board meeting. In terms of outcomes, the chapter achieved 100 percent CARE, received Super Star recognition for having a joint membership rate greater than 50 percent, and was awarded a Power Membership Award, second place in the small chapter category, for its joint membership rate of 68 percent in 2017.

YEAR: 2018

NEBRASKA CHAPTER: Board Education

SUMMARY: In 2016, the chapter’s executive council began incorporating a monthly “Education Nugget” into board meetings to keep the group informed. Topics vary from month-to-month and include information about the chapter, ATD, and general leadership topics. Board members are learning more each month and realizing that there is a large benefit to being a leader of an ATD chapter.

YEAR: 2017

GREATER ATLANTA CHAPTER: Efficient Board Meeting Scheduling

SUMMARY: To make board meetings accessible to people in a wide geographic area, the Greater Atlanta Chapter Board of Directors efficiently scheduled its meetings to align with the chapter’s programming schedule. On even months, the board holds meetings prior to chapter meetings and on odd months, meetings are held online since there is not a chapter meeting. This schedule has helped significantly cut down on the amount of time spent traveling to and from a stand-alone meeting.

YEAR: 2017

DALLAS CHAPTER: Strategic Planning and Implementation

SUMMARY: The Dallas Chapter took a strategic approach to restructuring and implemented a new model of its leadership, the board, and the chapter to increase engagement both within the chapter and with corporations in the local area. The chapter desired to recruit more volunteers to not overwork the current team. The chapter also believed that leadership in the field needed more of a platform to be recognized for their programs, best practices, and corporate efforts locally. The board took ATD’s framework and structured the chapter’s programs around the ATD Competency Model. The chapter designed each quarter of the year to align with four core principles: organizational development, talent management, innovation learning solutions, and managing learning programs and teams. As a result, the chapter set a record of more than 400 people at events (previous average was 180), grew in membership and revenue for the chapter, increased corporate participation and engagement, and recruited up to 22 sponsors.

YEAR: 2017

CHATTANOOGA CHAPTER: Vetting Process for Board Members

SUMMARY: To ensure the chapter was placing candidates into the right positions, the chapter used Survey Monkey to create an application. The chapter reviews the submissions and contacts references to get further information about the potential board member. Through the application process, the chapter ensures it provides information about the position itself so that applicants understand the role, which ultimately decreases mid-year turnover.

YEAR: 2017

CHATTANOOGA CHAPTER: Keeping Board Members Engaged and Up-To-Date With Monthly Calls with the President

SUMMARY: To ensure that board members stayed engaged between meetings, the chapter president set up monthly calls with each board member in addition to the monthly board meetings. This process helped ensure all deadlines were met and allowed the president to understand what questions individual board members had. The calls provided each board member with an outlet if they had questions or concerns that they did not want to ask with the full group.

YEAR: 2017

EASTERN PENNSYLVANIA CHAPTER: VP of Technology Training Solution

SUMMARY: As a result of attending ALC 2015, in particular the session entitled, Your Technology Succession Plan, it became apparent that the vice president of technology role needed to have documented processes for knowledge sharing and succession. After conducting a needs assessment, the chapter’s vice president of technology developed a written training manual to capture the major processes that the role performs. This manual is part of a three-component solution, which also includes training with the outgoing vice president of technology during a transition and a recorded archive of the training for future reference. Now that this is in place, the current and future vice presidents of technology should be able to properly execute the role’s responsibilities.

YEAR: 2016

FORT LAUDERDALE CHAPTER: Board Appreciation

SUMMARY: The chapter board invited all current and future board members to a board appreciation dinner. The group began with a 45 minute dinner where they discussed current goal. Following dinner they participated in different team building activities to focus on open communication and proper hand off of responsibilities.

YEAR: 2010

CENTRAL INDIANA CHAPTER: Board Development: Chapter Mission

SUMMARY: Through an interactive process as a board, the chapters use the majority of their 2010 Board retreat to update their mission and vision to reflect the current state of the chapter; they used this time to develop a set of values to support their ways of working together.

YEAR: 2010

MIDDLE TENNESSEE CHAPTER: Board Succession Planning

SUMMARY: The chapter created a succession planning process to ensure a full slate of officers to facilitate chapter leadership. A nominating committee was formed to actively find prospects and recruit new leaders to the board. As a result, a successful election was held in November 2009 and recognition was given to the new officers at the December chapter meeting.

YEAR: 2010

CENTRAL INDIANA CHAPTER: VP of Technology

SUMMARY: The chapter didn’t have a point person or someone that was in charge of their website and social media presence. Various board members were constantly updating the website which caused much confusion. To deal with this, the chapter created a new board position titled “VP of Technology.” The position serves a marketing role to recruit new members and to encourage current members to be more involved.

YEAR: 2010

BATON ROUGE CHAPTER: Creating Binding Relationships through Formal Installation Ceremonies

SUMMARY: Effective January 2007, Baton Rouge chapter leaders were formally installed into their positions in a ceremony held before the membership. Chapter leaders vow to continually reference chapter bylaws, focus on and strive to achieve chapter goals, represent the chapter and the industry in the community, and abide by the ASTD Code of Ethics.

YEAR: 2010

CENTRAL IOWA CHAPTER: Volunteer Management

SUMMARY: The chapter formed a committee that was made up of a group of members who wanted to get actively involved in the chapter. Their main need was to seek out members to get involved with the Networking Committee and become involved with the organization through volunteering.

YEAR: 2009

EASTERN PENNSYLVANIA CHAPTER: Creatively Closing the Gap Between CORE and Chapter Operations

SUMMARY: To help chapter presidents and board officers understand their responsibility and develop their skills for ensuring that their chapter was CORE compliant the Eastern PA chapter developed tools for achieving chapter goals by embedding the CORE requirements into the annual plan.

YEAR: 2009

CENTRAL IOWA CHAPTER: VP of Strategic Partnerships

SUMMARY: The chapter needed to significantly improve their marketing efforts both internally and externally. They also needed to find ways to increase their income stream and to raise brand visibility. These needs grew because no existing board position was identified as being accountable to address them. This gave them the need to create the VP of Strategic Partnerships board position.

YEAR: 2009

UPSTATE SOUTH CAROLINA CHAPTER: 2009 Board Development & CPLP Study Group

SUMMARY: The chapter identified a leadership development goal to conduct four half day sessions for board members and interested chapter members that focused on the 9 areas of expertise (AOEs) assessed in the CPLP certification. This proved to be a success for all participants regardless of whether or not they were pursing the CPLP certification.

YEAR: 2009

CHATTANOOGA CHAPTER: CORE Board Position

SUMMARY: By establishing a position on our Board of Directors we increased awareness of all components to effectively operate the Chapter. We discuss how we are meeting the standards and share that information at monthly meetings, raising awareness of the professional association.

YEAR: 2009

SACRAMENTO CHAPTER: New Volunteer Recruiting

SUMMARY: The Sacramento chapter posted ads on Volunteer Match, JobCrank.com, and LinkedIn. The chapter received over 10 responses and many of those qualified to interview for open associate positions. Associate positions are assistants to directors with the intention of progression into the director’s role the following chapter year.

YEAR: 2009

EASTERN NORTH CAROLINA CHAPTER: Keeping Volunteers Engaged

SUMMARY: The Eastern North Carolina chapter developed a volunteer management process that included a volunteer survey and discussion points. This addressed the need for chapter leadership to grow, stay engaged, and complete volunteer roles without burnout.

YEAR: 2009

CENTRAL NEW YORK CHAPTER: Back from the Brink

SUMMARY: This SOS describes how the Central New York Chapter recovered from near dissolution, refocused, and became relevant to its community again.

YEAR: 2008

CENTRAL NEW YORK CHAPTER: Media Relations

SUMMARY: This SOS discusses how the Central New York Chapter developed relationships with the local media for increased marketing and awareness of the organization and the industry.

YEAR: 2008

DALLAS CHAPTER: Balanced Scorecard/Chapter Goals

SUMMARY: To fulfill the CORE requirement to have an annual plan, the Dallas Chapter established goals in categories including: customer, financial, process, and learning and growth, comprising a chapter scorecard. The goals were published in the newsletter at the beginning of the year and mid-year, and the scorecard was reviewed at each leadership meeting.

YEAR: 2007

RIVER CITIES CHAPTER: Chapter on the Rise

SUMMARY: In December of 2008, the entire board of directors for River Cities Chapter changed. During a time of continuing decline in local ASTD participation, a new management team was born. Since then, meeting space was donated, time and resources for web development was volunteered, and personal donations were made to get the chapter up and running again. Membership has increased and program attendance is increasing each month.

YEAR: 2008

EASTERN PENNSYLVANIA CHAPTER: Build and Maintain Your Board on Solid Foundations

SUMMARY: The Eastern Pennsylvania Chapter restructured the chapter board, developing new job Descriptions, leadership development as part of a yearly action plan, and a five year strategic plan.

YEAR: 2006

GREATER DETROIT CHAPTER: Chapter Scorecard

SUMMARY: Greater Detroit Chapter came up with a scorecard to address ongoing metrics of the chapter and to ease the CORE process. The scorecard was targeted to aid the board primarily in making decisions about how to run the chapter and ensure alignment with CORE requirements.

YEAR: 2006

KANSAS CITY CHAPTER: Annual Awards Banquet: Automating the Process

SUMMARY: The Kansas City Chapter created a nomination and evaluation process for the annual Best Practice Awards that can be completed entirely via the web and email distribution. Automating the process resulted in an increased number of award nominations, additional committee members volunteering to evaluate nominations, and a time savings of approximately three hours per committee member.

YEAR: 2006

Strategic Planning

NEBRASKA CHAPTER: Identity Crisis—Who Is ATD Nebraska?

SUMMARY: To identify the areas of talent development the chapter membership wanted to focus on, the Nebraska Chapter Board used the talent development puzzle to categorize each of the 39 content areas and prioritize how the chapter could better align programs and services to meet member needs. With priorities categorized, the board then created a branding initiative to remain consistent in its messaging and planning efforts.

YEAR: 2018

GREATER LAS VEGAS CHAPTER: Score Card

SUMMARY: In January 2017, the board evaluated the CARE and Power Member requirements to come up with a Chapter Metrics Scorecard. The scorecard was built to identify the most important goals, track specific metrics, and use those metrics in decision making. The chapter tracks six metrics that align with both CARE and Power Membership requirements: membership, Power Membership, chapter meeting attendees, budget year-to-date, money across accounts, and social media. The effort supported the growth of members and the community by providing higher-quality programs and allowing the board to make more informed decisions. This has led to a huge jump in Power Member numbers, from 46 percent to 68 percent in one year!

YEAR: 2018

AUSTIN CHAPTER: Getting Strategic With Your Organization

SUMMARY: The chapter transformed its leadership team from a flat organization to one that functions more smoothly and fosters succession planning. The Austin Chapter transitioned from 13 board members to a group of 23 chapter leaders to improve efficiency. By being transparent with membership and explaining the changes at several meetings, the chapter filled multiple director positions. The path helps members build leadership experience and transitions them through escalating roles—from member to volunteer to director to president elect to president. The pipeline also helped pace the leadership, allowing the chapter to have engaged directors by lowering the rate of burnout.

YEAR: 2018

ROCKY MOUNTAIN CHAPTER: After Action Review Process/Evaluation for Process Improvement

SUMMARY: The chapter created and implemented an evaluation process for events. Once each event or activity was complete, four key questions are posed and discussed: 1) What was supposed to happen? 2) What did happen? 3) Why did it happen? 4) What we can do to improve for the next time? Since implementing this evaluation process, the chapter has seen its events and activities improve beyond the data they were getting through its surveys. Event attendees provided general feedback on surveys, but their comments did not address the event’s planning and coordination. The after-review process identified a strategy for how the board or the coordinators can provide a better event by strengthening the process.

YEAR: 2018

NEW YORK CITY CHAPTER: Chapter Goal Template & Dashboard

SUMMARY: To keep annual goals, initiatives, and activities on target, the chapter created a goal setting template and monthly dashboard to track results. At the chapter’s board retreat in January, these tools fostered discussions on how to strengthen and grow the chapter. The documents have been used to develop the monthly board meeting agenda and are reviewed at the start of each meeting. Outcomes of the discussions led to the delivery of several half-day and full-day programs. Operating the Chapter like a business allowed the board to develop teamwork, stay focused on our goals and achieve results. These tools allowed for that process to happen by providing focus, accountability and insight as to our successes and when course corrections needed to be made. The Chapter experienced a significant increase so far this year in membership (+11%), corporate membership (+66%), member retention (+14%), power membership (+28%) and the chapter achieved its goal of 35% for the first time since 2013 with an increase in revenue (+11%). Discussions around the goals outlined led to the creation and delivery of additional events in the area of coaching, generating both increased member engagement and revenue.

YEAR: 2017

CENTRAL INDIANA CHAPTER: Recruit > Engage > Retain: Strategic Planning Retreat Agenda

SUMMARY: To ensure that the yearly board retreat allowed for actionable items, the agenda centered on three topics: recruit new members, engage new members, and retain members. Any topic that arose that did not support the three goals was put aside. By concentrating on only the three goals, the board was able to focus all attention on building accountability and built in methods to measure its progress and success. Because of the retreat agenda’s structure, the board progressed towards or completed all goals by June, allowing the board to focus on secondary goals sooner.

YEAR: 2017

KENTUCKIANA CHAPTER: Continuing the Rejuvenation by Developing a Three Year Strategic Plan

SUMMARY: Just a few short years ago, the Kentuckiana Chapter was on the brink of calling it quits. After a couple years in the rebuilding period, the executive team wanted to continue the excitement of the hard work. To keep up the momentum, the chapter brought in a national strategist to facilitate a full-day strategic planning session for the entire board. At the end of the session, a new mission, vision, and three-year strategic plan was developed. The board outlined specific behaviors, beliefs, and its Five P’s for Success: passion, people, powerful programs, partnerships, and promotion. The team left the session energized for a successful year and ambitiously pursuing the same goal.

YEAR: 2017

LOS ANGELES CHAPTER: Succession Planning Program

SUMMARY: The chapter developed a process to fill the role of manager for different committees working under a chapter officer with executive voting powers. All chapter volunteers were interviewed by a minimum of two chapter officers, including the president. Interviews were conducted by phone to assess skills and motivational fit. Selected candidates were then invited to the in-person board meeting to meet the rest of the board. For succession planning purposes, a manager can be promoted to director and a director to a vice president as the volunteer serves more terms on the board. This incentive educates and trains newer volunteers in a progressive manner, and recognizes those that continue their service on the board. The program has resulted in a targeted selection of volunteers that are ready to take on the responsibilities of their roles and better prepared to be successors.

YEAR: 2016

CASCADIA CHAPTER: Becoming a Welcoming Organization

SUMMARY: The Cascadia Chapter started an initiative to become a more welcoming organization. With the help of outside facilitators, the board identified key areas for chapter improvement. The chapter focused on the key areas and has seen increased membership and program attendance, and more volunteers getting involved at the board level.

YEAR: 2012

BATON ROUGE CHAPTER: The President's Council

SUMMARY: The ASTDBR President's Council was established on to begin meaningful, ongoing consultation and strategy sessions for dual purposes: (1) to keep Past-Presidents involved in the Chapter as active members and (2) to utilize their knowledge and expertise of Chapter management and Chapter history in leadership roles to support the current President and Board.

YEAR: 2009

BATON ROUGE CHAPTER: Leadership Succession Planning

SUMMARY: Over the past few years, the Baton Rouge chapter leaders have focused a great deal of attention on volunteer engagement which in turn grew the leadership pipeline. The Leadership Succession Planning Guide was created to assist chapter leadership with knowledge and commitment transfer.

YEAR: 2009

PUGET SOUND CHAPTER: New Board Succession Management Process

SUMMARY: For several years interest in Board positions has not been strong enough to allow us to present a competitive slate of candidates to our members for a full-chapter vote. Targeted recruitment of our successors by Board members produced inconsistent results. This allowed us to create a new process we hoped would identify, recruit and fit potential candidates to open Board positions to more successfully meet chapter needs and individual skills and preferences.

YEAR: 2009

SACRAMENTO CHAPTER: Chapter Five Year Strategic Plan

SUMMARY: The Sacramento chapter employed a formal structure to identify core value propositions representing the chapter members and defined an action plan for the next five years. The chapter board formerly operated on lackluster long-range goals without the benefit of vetting through the membership or achievable objectives toward success.

YEAR: 2009

FORT LAUDERDALE CHAPTER: Strategic Planning

SUMMARY: This board retreat and strategic planning event allowed the new and existing board members to build relationships and identifying goals and initiatives for the coming year.

YEAR: 2008

CASCADIA CHAPTER: Business Interruption Plan

SUMMARY: The Cascadia Chapter business interruption plan is designed to help the board continue chapter operations in the event of the non-functionality of the business manager.

YEAR: 2008

EASTERN PENNSYLVANIA CHAPTER: Knowledge Management

SUMMARY: The Eastern Pennsylvania Chapter’s Knowledge Management Initiative is designed to capture, document, organize, and publish the operational policies and procedures of the chapter. Standard operating procedures for each functional area and supporting area were created as an outcome of this process.

YEAR: 2007

NEBRASKA CHAPTER: Running it like a Business

SUMMARY: ASTD is no longer just a training organization, but a business that strategically supports workplace learning across the globe. In this SOS, ASTD Nebraska describes how they spent the last three years developing strategic goals, realigning for financial commitment, and tapping into their volunteer base through long-term strategic planning to be able to provide a stronger organization.

YEAR: 2007

SAN DIEGO CHAPTER: Strategic Planning and Transitioning

SUMMARY: The San Diego chapter’s submission provides tools used for developing a solid strategic plan using the chapter’s planning model.

YEAR: 2006

SOUTH CENTRAL WISCONSIN CHAPTER: ASTD-SCWC Extreme Makeover: Using Appreciative Inquiry for Strategic Planning

SUMMARY: The South Central Wisconsin Chapter developed a strategic planning effort that used appreciative inquiry to engage all members in planning future programs and services. Appreciative inquiry uses dialogue about positive past experiences in order to build wishes for the future, rather than focusing on problems that need to be solved. As a result, it is an extremely energizing process.

YEAR: 2004

MID-NEW JERSEY CHAPTER: Chapter Program Communication Process

SUMMARY: The Mid-New Jersey Chapter created a Chapter Program Communication Process to enable its programming, communications, and program registration teams to work more effectively together in communicating upcoming program information to the chapter’s membership.

YEAR: 2004

Communication

Communication Strategy

KANSAS CITY CHAPTER: Using Trello to Collaborate With Programs

SUMMARY: The programming director used Trello, a web-based project management application, to manage chapter projects and events and to promote better communication and organization among board members and volunteers. All volunteers get access to each program so that they can find the information at the moment of need. Each event/program has its own plan in Trello, allowing for all information to be in one place and providing notifications if something is updated, added, or completed so that stakeholders know the status of a project in real time. The system allowed for better work flow, thus creating better programs for members and higher satisfaction among stakeholders.

YEAR: 2018

CENTRAL INDIANA CHAPTER: Making Connections at ALC

SUMMARY: In 2017, the focus of the Indiana Chapter was to connect, learn, and grow. In staying true to its vision, the chapter wanted to ensure its new board members attending the ATD Chapter Leaders Conference (ALC) would take the opportunity to connect, learn, and grow from their peers. The president purchased stickers of the 50 states. The president provided each chapter leader with a set of stickers with directions to meet as many people as they could from different states and learn their names, roles, and their chapters’ focus. Following ALC, the chapter president awarded the leader with the most stickers distributed with a $5 Starbucks gift card. The Indiana Chapter walked away with new ideas and connections to help make the chapter’s vision a reality.

YEAR: 2018

HOUSTON CHAPTER: Using a Mobile Mic to Capture Content

SUMMARY: To provide more meaningful, targeted marketing messages, the chapter purchased an iRig microphone that plugs into Apple and Android devices for on-the-go content development. The tool works with a cell phone to capture testimonials for the chapter’s website, YouTube channel, monthly events, weekly emails, marketing for future events, and sponsorship opportunities. The mobile mic allows the chapter to do voice-overs for its presentations, capture better quality audio for presentations and other e-learning, and provide live feeds for programs. The mic has increased the chapter’s social media presence through custom, short videos on its website.

YEAR: 2018

CHATTANOOGA CHAPTER: #Slack

SUMMARY: After learning about Slack from another chapter, the Chattanooga Chapter adopted the platform to help maximize real-time communications and strategy planning. Having a communication tool that can be used through group channels, private messages, video conference, and sharing documents has allowed the board to visualize conversation and subsequently be more productive as a team. The platform allows for quicker responses from the group and people can easily search for key information. The board created topic-based channels such as finance, programming and marketing.

YEAR: 2017

GREATER ATLANTA CHAPTER: Leveraging SLACK as a Leader Communication Alternative to E-mail

SUMMARY: The chapter utilized a free messaging tool called Slack to minimize the amount of emails board members received. The tool helped to keep everyone in the loop without feeling overwhelmed by information and created an archive of all past communication. Once the chapter figured out the tool was a more efficient system than emailing, each board member’s team was then added. The tool was originally implemented at the beginning of the new board’s term to start building out the channel framework, then opened the channels to their teams as the year went on.

YEAR: 2016

CENTRAL INDIANA CHAPTER: Board Communication & Accountability with Basecamp

SUMMARY: The chapter implemented the collaborative work platform, Basecamp, to streamline the chapter’s internal communication and create transparency. Emails were reduced by over 75 percent, and the platform ensured that board members were receiving the information. The chapter leaders were able to spend less time focused on administrative tasks and more time strategizing and engaging with its membership.

YEAR: 2016

SOUTH CAROLINA MIDLANDS CHAPTER: Mobile App

SUMMARY: To streamline communication and provide a platform to engage its members, the chapter worked with AppyPie to create its own mobile app that hosts all the chapter’s online offerings. The app was created to offer a mobile version of the, “Member Rewards Card,” but the chapter soon realized the vast possibilities the application permitted. The mobile app allows for full access to the chapter’s Wild Apricot website, YouTube Channel, and social media platforms. The chapter also now has its own “Social Wall,” which functions much like Facebook allowing app users to engage with one another.

YEAR: 2016

RESEARCH TRIANGLE CHAPTER: Creating and Implementing a Chapter Communications Strategy

SUMMARY: The chapter developed and implemented an email communications strategy that delineated an organized approach to the type and quantity of emails delivered to the members each month. Two big email communications were developed and branded: ASTD-RTA Happenings, sent at the beginning of each month listing upcoming chapter events and ASTD-RTA The SOURCE, sent around the 20th of the month focusing on educational links and news you can use.

YEAR: 2014

NORTHERN NEW JERSEY CHAPTER: External Communication & Internal Calendar

SUMMARY: The Northern New Jersey Chapter bundled the communication/marketing efforts to avoid confusion, add structure, eliminate excessive messaging, and coordinate the activities of the chapter.

YEAR: 2005

MID-NEW JERSEY CHAPTER: Chapter Program Communication Process

SUMMARY: The Mid-New Jersey Chapter created a Chapter Program Communication Process to enable its programming, communications, and program registration teams to work more effectively together in communicating upcoming program information to the chapter’s membership.

YEAR: 2004

External Communication

HOUSTON CHAPTER: Showing and Sharing it All!

SUMMARY: To increase the marketing of the Houston Chapter, volunteers from the chapter's Marketing and Communications team attend all meetings and events. These volunteers capture photos to use in postings via Facebook, LinkedIn, Twitter, and Instagram during the session, and also leverage these images for use in recaps on the chapter's website following the program. This effort increased the engagement of members and program attendees as well as increased the publicity of the chapter, ATD, and the talent development profession.

YEAR: 2015

SOUTHEASTERN WISCONSIN CHAPTER: Innovative eBlasts Inspire, Engage, and Inform

SUMMARY: In conjunction with the new ATD branding and style guide, the chapter created a unique and eye-catching eBlast format. As a result of the redesign, the Southeastern Wisconsin Chapter has enjoyed open and click rates much higher than the national averages for eBlasts, and significant increases in event attendance, member engagement, and chapter interest.

YEAR: 2015

GREATER PHILADELPHIA CHAPTER: Make Your Chapter Newsletters Come Alive

SUMMARY: The chapter desired to create a more “personal touch” through its newsletter. By leveraging the power and scope of YouTube, the chapter president delivers a monthly address that grasps the attention of the chapter's audience, replicates the experience of speaking with him one-on-one, and fosters a warm and welcoming environment.

YEAR: 2014

NEBRASKA CHAPTER: Pinning with Pinterest

SUMMARY: The chapter created a Pinterest account to provide an one-stop shop for its members and other talent development professionals to browse training and talent related topics. The bookmarks quickly allow access to professional development materials in order to continue to grow one's knowledge. This no cost resource allows members to develop themselves professionally, keep up to date on talent development topics, and locate resources to assist them in their profession.

YEAR: 2014

CHICAGOLAND CHAPTER: Establishing a Video-based Body of Evidence of the Value of CCASTD Membership

SUMMARY: In an effort to highlight the chapter's motto of "Engage. Execute. Exceed.", the Chicagoland chapter leadership produced a series of videos to promote the value of membership. The videos highlighted a variety of participants, from longstanding members and first-time attendees to chapter presenters, to interview and articulate how their engagement with the chapter has benefited them. The chapter created a new and innovative promotional tool to encourage membership and generate excitement around the chapter's events.

YEAR: 2012

FORT WORTH CHAPTER: Chapter Podcasts

SUMMARY: In an effort to provide additional value to members, the chapter implemented podcasts to promote future meetings, workshops, networking events, and recap past meeting content for members unable to attend. Not only does this deliver an additional benefit to members but it also makes non-members aware of the chapter and programs.

YEAR: 2010

CENTRAL INDIANA CHAPTER: Utilizing Social Media to Engage with Members

SUMMARY: The chapter uses a number of free social media collaboration tools to engage with members and educate them on the value of social media in learning. The chapter uses HootSuite because it’s collaborative and allows a team of people to post news, updates, discussions, and event information on Twitter, Facebook, and LinkedIn.

YEAR: 2010

NORTHERN NEW JERSEY CHAPTER: "Voice of Workplace Learning"

SUMMARY: The chapter was featured in the New Jersey Business Magazine's April 2010 issue. This article, part of the magazine's focus on workforce development that issue, underscored the critical role

YEAR: 2010

MARYLAND CHAPTER: Just Jing It!

SUMMARY: The chapter needed a quick way to demonstrate how to create an alert for postings and uploading picture files on the Maryland Leaders Workspace. They wanted to do this without having to spend lots of time writing instructions. Since showing someone how is more effective than telling them how, they wanted to use a screen capture software that didn’t cost a lot of money. The application they decided to use was called Jing which is free to download.

YEAR: 2009

METRO DC CHAPTER: Implementing Social Networking Tools

SUMMARY: Participation in social networking tools is growing rapidly, and in response to this trend, the chapter embarked on a program to implement a series of social networking tools. After reviewing the social networking landscape, four key tools were prioritized: Twitter (daily, weekly updates), LinkedIn (members-only group), Facebook (public group), and podcasting (monthly podcast).

YEAR: 2009

MOUNT DIABLO CHAPTER: Get Virtual – Designing Learning in Second Life

SUMMARY: On April 21st, the Mt. Diablo chapter of ASTD broke new ground by conducting what we believe to be the first ASTD chapter meeting simulcast in Second Life. We were able to model the benefits of the Second Life platform and Web 2.0 technology by modeling the virtual learning methods during the presentation to both a live audience in Danville, California and to a virtual audience across multiple time zones.

YEAR: 2009

MARYLAND CHAPTER: Using a Voki to Give a Voice to ASTD Maryland

SUMMARY: Each month a different board member creates a Voki which focuses on a particular topic of importance to the chapter, including upcoming conferences and Employee Learning Week events. Vokis, which can be created for free, generate a link that the chapter can post on their website for anyone to click and listen to the message.

YEAR: 2009

CASCADIA CHAPTER: PodCascadia: A Chapter Podcast

SUMMARY: PodCascadia is ASTD-Cascadia Chapter's podcast. It features articles and interviews with training and development experts from the Portland, Oregon area and around the world. Produced entirely by chapter volunteers, the show comes out every two weeks.

YEAR: 2006

Website

CENTRAL FLORIDA CHAPTER: Jobs Webpage Integration

SUMMARY: Prior to implementing this practice, the Central Florida Chapter was manually entering job positions creating inconsistencies and heavy maintenance on the site. The chapter implemented an automatic process that allotted space on their site to promote Indeed Job searches for job seekers in the Central Florida area, and generated referral payments once the searches are verified by Indeed.com. As a result, four talent development searches have been integrated into one page, simplifying the process by which the chapter promotes local employer positions.

YEAR: 2015

SMOKY MOUNTAIN CHAPTER: Wild Apricot Transition

SUMMARY: The chapter transitioned their website provider to Wild Apricot in an effort to better control the feed of information to their members and to help them better track their membership.

YEAR: 2012

PENSACOLA CHAPTER: New Website

SUMMARY: The chapter’s website was virtually non-existent for several years and the chapter struggled increasing its presence within their community. In 2009 the chapter set website development as a main goal and focused on revitalizing their website the entire year. Their new website launched in the fourth quarter of 2009. The chapter now sees an increase in attendance at monthly meetings and increased knowledge of the chapter locally.

YEAR: 2010

CENTRAL FLORIDA CHAPTER: Wild Apricot Changeover

SUMMARY: The chapter changed their website provider to Wild Apricot in an effort to better control the feed of information to their members and to help them better track their membership.

YEAR: 2009

VALLEY OF THE SUN CHAPTER: Web Development

SUMMARY: The Valley of the Sun chapter board worked together to collect information to properly populate their new website. The website development initiative was a huge success and now has better functionality and adds more value to chapter members.

YEAR: 2009

MIDLANDS CHAPTER: Website Creation

SUMMARY: The ASTD Carolinas Chapter split into two in 2005, and the newly formed Midlands (SC) Chapter identified a need for an up-to-date website. Chapter board members networked with contacts from within and outside the chapter, hired a company, and worked with the vendor to make the chapter website an effective communication tool for the chapter's membership.

YEAR: 2007

BATON ROUGE CHAPTER: Website Launch

SUMMARY: The Baton Rouge Chapter successfully launched a new web portal to meet the needs of their membership.

YEAR: 2007

GREATER ATLANTA CHAPTER: Website Redesign

SUMMARY: Greater Atlanta’s SOS described the redesign of their chapter web site. The key to implementing Atlanta's website redesign was the process utilized to reach the desired outcome that the website is the first point-of-contact for members and visitors, and that making a great first impression continues to be their number one priority.

YEAR: 2006

BATON ROUGE CHAPTER: Favorite Icon for Website

SUMMARY: The Baton Rouge Chapter installed an icon on their website server so that when someone saves their website as a favorite or bookmark, the shortcut to your site has the chapter logo.

YEAR: 2004

Annual Report

KANSAS CITY CHAPTER: Annual Report with Infographic

SUMMARY: The chapter's board of directors worked together to gather data for its annual report, which included information from the chapter's annual survey. To make the data more reader-friendly and increase readership, the chapter developed an infographic to convey the survey results.

YEAR: 2015

ARKANSAS CHAPTER: Year-End Report

SUMMARY: The Arkansas Chapter created a year-end report to convey each board area's progress and serve as a historical document that documents each of the chapter's programs for the year.

YEAR: 2005

Marketing and Communication Outreach

BUFFALO NIAGARA CHAPTER: Canva for Nonprofits

SUMMARY: The Buffalo Niagara Chapter needed a way to quickly and easily create visuals for both digital and print marketing. With Canva, designs created by any individual can be shared with the team and leveraged for new designs or downloaded and used multiple times. The improved marketing has increased the chapter’s overall community engagement and attendance at events.

YEAR: 2018

AUSTIN CHAPTER: Don’t Forget Your Members

SUMMARY: The chapter aimed to help new members feel welcome and notify them about chapter activities while acknowledging renewing members and keeping them engaged by sending a personalized postcard printed through Zazzle. The process has been in place for three months, and the chapter has seen an uptick in new member registration for chapter meetings and special interest group (SIG) events.

YEAR: 2018

LONG ISLAND CHAPTER: Booth at SHRM’s Annual Conference

SUMMARY: To promote the chapter to professionals in the local area, the chapter held a booth at its local SHRM Annual Conference. The chapter aimed to build awareness and visibility particularly within the SHRM community. When the chapter registered for a booth, it received a reusable banner and raffle basket. The table had marketing materials provided by ATD as well as chapter promotional materials. The exhibition opportunity has led to an increase in chapter event attendance, which the chapter hopes will convert into new memberships.

YEAR: 2018

UTAH CHAPTER: Using Google AdWords to Promote Your Chapter

SUMMARY: The Utah Chapter signed up with Google for Nonprofits and enrolled in the Google Ad Grants program, which allows for $10,000 a month in AdWords advertising. Taking advantage of this opportunity proved to be a quick and easy way to promote awareness of ATD and its offerings to talent development professionals in Utah. The chapter has campaigns set up for membership, monthly events, and its annual conference. Over the last year, the chapter received $1,250 in free advertising and their ads have been viewed 32,743 times and clicked 810 times.

YEAR: 2017

AUSTIN CHAPTER: All in One Board Business Cards

SUMMARY: Inspired by a previous SOS, this chapter designed and printed a single business card for all board members. The chapter realized that printed cards for each board member were wasted each year. As a result, the card the chapter created provides all contact information for chapter leaders and its media contacts. Because the board felt a tangible, personal connection was important when greeting potential or current members, the card has space for each board member to fill in his or her own information. The template was created on MOO.com and it can easily be updated for future use. Printing 400 cards cost $109, and the cards were distributed to all board members.

YEAR: 2017

CENTRAL PENNSYLVANIA CHAPTER: Committee Promotion Poster

SUMMARY: To increase the amount of interest in people volunteering on committees, the chapter created a poster template for each committee to use at networking and learning events. The chapter’s succession plan includes the need for a member to be on a committee prior to becoming a board member. The posters provide new and seasoned members with the knowledge on how to increase their professional skills in talent development by becoming a committee member. They also allow the vice president of the committee to network with all members and discuss the needs of their group.

YEAR: 2017

FLORIDA SUNCOAST CHAPTER: Chapter Business Cards

SUMMARY: The chapter created business cards for the board members to pass out at local professional events, conferences, and meetings. The cards contain the chapter’s ChIP code, address, domain, and logo on one side and a custom QR code that points to its online calendar of events on the back side. The initial design did not require much time to put together, and the cost was minimal. The board members distributed all of the original order of 500 cards at local events such as PMI, SHRM and Chamber of Commerce and had to reorder several times. This small gesture generated interest for the chapter in the community.

YEAR: 2016

CHICAGOLAND CHAPTER: Marketing Activity Tracker Tool

SUMMARY: In an effort to improve efficiency, the Chicagoland Chapter created an online tracker tool to manage marketing details and monitor the execution and completion of specific marketing efforts. Through Google Docs, the chapter created a spreadsheet that centralized event and promotional information and could be accessed by all chapter leaders.

YEAR: 2013

GOLDEN GATE CHAPTER: Community Outreach Programs

SUMMARY: The Community Outreach Program (COP) is one of the Golden Gate Chapter’s on-going Special Interest Groups (SIGs). The COP consists of Chapter volunteers who donate their professional services – needs analysis, instructional design, training delivery, and meeting facilitation – to non-profit organizations in the Bay Area. COP uses ISD principles to build its learning solutions so there is efficient flow and tracking for the various projects.

YEAR: 2012

CENTRAL FLORIDA CHAPTER: Sponsorship and Advertising Media Kit

SUMMARY: Several chapter leaders collaborated to create an online media kit that promotes the chapter, and outlines a menu of advertising and sponsorship opportunities for businesses and organizations.

YEAR: 2012

HAWAII CHAPTER: Quarterly Newsletter

SUMMARY: To increase readership of their newsletter the chapter redesigned and reformatted its newsletter to align with national ASTD branding guidelines. The chapter board has heard positive feedback about the redesign from its members.

YEAR: 2010

CENTRAL NEW YORK CHAPTER: Media Relations

SUMMARY: This SOS discusses how the Central New York Chapter developed relationships with the local media for increased marketing and awareness of the organization and the industry.

YEAR: 2008

GENESEE VALLEY CHAPTER: Improved visibility and recognition for ASTD in the community

SUMMARY: The Genesee Valley Chapter developed a multi-part effort to increase the visibility and recognition for ASTD in their community by linking up with four other local business associations to put on a major HR Spring Conference, drawing nationally recognized talent for a Fall Conference on Organization Development, networking with six local universities on sponsorships, joint activities, and student memberships, and increase the number of special interest groups from one to three, all within one year.

YEAR: 2005

NORTHERN NEW JERSEY CHAPTER: External Communication & Internal Calendar

SUMMARY: The Northern New Jersey Chapter bundled the communication/marketing efforts to avoid confusion, add structure, eliminate excessive messaging, and coordinate the activities of the chapter.

YEAR: 2005

SOUTHEAST WISCONSIN CHAPTER: GoTo Guide – The place to go for training resources

SUMMARY: The Southeast Wisconsin Chapter created an on-line resource on their website to host a “one stop shop” for members of the chapter and the community to access when training resources are needed.

YEAR: 2004

Membership

Joint Membership

CENTRAL IOWA CHAPTER: TD Educational Webinars: ebooks

SUMMARY: The chapter does not have a Past President role; however, outgoing presidents are now a part of the Education Committee as the ATD Liaison. This role helps chapter members see the benefits, tools and resources that ATD provides to members and to the chapter. This year, two webinars were created, "Talent Development Education: eBooks with Alan", hosted by the 2015 Past President, Alan Fierer. These webinars had higher than average attendance, received positive feedback from attendees and helped increase the chapter’s Power Member numbers.

YEAR: 2015

ST. LOUIS CHAPTER: Member Emeritus Program

SUMMARY: Beginning December 2013, the St. Louis chapter initiated the Member Emeritus category and honorary title. The membership category was created to honor long term members for their service and time with the chapter. To qualify the member must be in good standing and have maintained continuous chapter membership for a period of 10 years. Along with this honor, each Member Emeritus receives a complimentary renewal to the chapter each year as long as the member maintains an active ATD National membership.

YEAR: 2014

LAKE SUPERIOR CHAPTER: Power Membership Scavenger Hunt

SUMMARY: To promote power membership and enlighten chapter members to professional development opportunities outside of the chapter, the Lake Superior Chapter developed the Power Membership Scavenger Hunt. Through the activity, chapter members were actively engaged in locating information on the ATD website and in T+D Magazine, and questions focused on additional education opportunities including conferences, blogs, webcasts, and the Communities of Practice.

YEAR: 2014

UPSTATE SOUTH CAROLINA CHAPTER: Joint Membership Drive

SUMMARY: The chapter had a goal to increase joint membership by 10% so they significantly publicized and communicated “Power of 2” through their website, at meetings and special events, and by email.

YEAR: 2009

Membership Engagement

NEBRASKA CHAPTER: Best Practices for Membership Engagement Through LinkedIn

SUMMARY: The chapter aimed to extend its reach on LinkedIn and build a social media following of its membership base and beyond. Because each channel is unique and requires its own strategy to maximize engagement, different tactics were built around the company page, group, and personal LinkedIn accounts for the chapter. Furthermore, targeted messaging on each page generated different conversations that varied the published content. Because LinkedIn is a main driver to the chapter’s website, the chapter believes this approach enables them to reach more people and deliver more relevant content.

YEAR: 2018

CENTRAL PENNSYLVANIA CHAPTER: Networking Through Nonprofit Partnership

SUMMARY: Based on feedback from the chapter’s annual member survey, members suggested partnering with nonprofit organizations for a volunteer and networking opportunity. The board worked with the Central Pennsylvania Food Bank to set up an event that provided both organizations exposure to community members. Fifteen people participated in the two-hour event, and the chapter provided refreshments.

YEAR: 2018

CUYAHOGA VALLEY CHAPTER: Partnering with the ATD Greater Cleveland Chapter

SUMMARY: The Cuyahoga Valley and Greater Cleveland chapters created a partnership five years ago where they co-host at least one joint event per year. The meeting is generally a larger event with more impact that allows the smaller chapter to bring some high-quality speakers to their membership base. The partnership also allows chapter members from either chapter to participate in both groups activities throughout the year.

YEAR: 2018

HAWAII CHAPTER: Our Learning Voyage!

SUMMARY: Over the years, the chapter found that free and low-cost learning programs were inadvertently creating a situation in which members could register then opt to not attend without consequence. This policy negatively impacted facilitators and room costs and limited the amount of networking opportunities for members who did attend. The board chose to reward those who attended by creating a map with 12 learning programs on it, each with a direct tie to an ATD area of expertise (AOE). It visually displays the voyage from learning program to learning program for the year. In addition to a stamping feature to encourage attendance, the map was posted on the chapter website so every member would be encouraged to attend events. Members who received seven or more stamps were entered into a drawing for a free annual Hawaii Chapter membership for themselves and a colleague of their choice, a $110 value.

YEAR: 2018

PIKES PEAK CHAPTER: Bringing ALC to Pikes Peak ATD Members

SUMMARY: To bring information from the 2017 ATD Chapter Leaders Conference (ALC) back to the chapter and deliver conference value, the chapter leaders who attended created a web-based compilation of information using Storify. The conference Storify shared key points from each session with chapter members who did not attend and demonstrated value of attendance at ALC to prospective board members. The Storify increased the chapter’s Twitter reach and momentum during and after the conference as well as spurred new programming ideas for next year.

YEAR: 2018

KANSAS CITY CHAPTER: Orientation and Engagement

SUMMARY: To improve member engagement and increase retention, the chapter created an ambassador program to assist new members with assimilating into the chapter through personal welcomes done by phone or in person. During the welcome visits or conversations, the ambassador introduced new members to the benefits of membership, connected them with other members with similar interests, and shared volunteer opportunities. In addition, new members were given an opportunity at the monthly meetings to introduce themselves. The program is supported by a team of four volunteers and one director. Because of the program, new member engagement has increased through greater attendance at events and increased interest in volunteering for committees. Since 2016, the chapter has reached out to more than 100 new members.

YEAR: 2018

MARYLAND CHAPTER: Engaging Through Open Board Meetings

SUMMARY: To encourage more engagement from chapter members, the board opened its meetings to members. The chapter moved its monthly board meeting to a weekend day and extended the time allotted. The board sent out invitations to members to attend. This open invitation allowed members to see what happens behind the scenes and encouraged volunteerism. From the initiative, the chapter filled two board positions with members that attended the board meeting.

YEAR: 2017

FLORIDA SUNCOAST CHAPTER: Read Between the Wines

SUMMARY: At each of the monthly events, the chapter gives away a speaker-selected book that the winner can grow from through reading and a basket with two bottles of wine. The giveaway helps promote the profession while making it fun. The chapter collects attendees' business cards, and the speaker randomly selects a card to identify the “Read Between the Wines” winner. The speaker gets to keep the business cards for networking and/or for possible prospecting. Anecdotal feedback from both speakers and attendees shows that all parties enjoy the initiative.

YEAR: 2017

CASCADIA CHAPTER: Partnership with UMU

SUMMARY: Through a partnership with UMU, the Cascadia chapter has offered just-in-time evaluations and on-the-spot polling capability for a variety of functions including their annual conference, monthly programs, and member meetings. The chapter engages speakers ahead of time by asking for three questions to add to the program as an initial survey. As participants enter, they can login using instructions on tent cards on each table and provide their answers to the questions. The board members also set up opportunities for “organic” Q&A, as well as a post-event evaluation. As a bonus, the chapter promotes its Chapter Incentive Program (ChIP) code by using it as the password for everyone to log on!

YEAR: 2017

CENTRAL INDIANA CHAPTER: Member Engagement Punch Cards

SUMMARY: To engage members more and connect them with the chapter, the board created a punch card incentive system. Members can fill in their cards by attending programs, volunteering, and bringing guests. At the annual conference, everyone who has filled all 12 spaces on the card is entered into a raffle for a high-dollar prize such as an ATD Certificate course. The chapter made it easy for everyone to participate and has received positive feedback.

YEAR: 2017

ROCHESTER CHAPTER: Adjusting Fees to Increase Membership Participation

SUMMARY: The Rochester Chapter Board decided to create a membership bundle that included program registration rates in the price of its annual membership. This change in membership structure was driven in response to member feedback. By bundling membership and program registration into one price, the board attempted to remove any barriers for members or potential members to attend regular chapter meetings. Due to the restructuring efforts, the chapter increased its membership by 125 percent.
YEAR: 2017

ROCHESTER CHAPTER: Adding Membership Value With a Small and Mighty Team

SUMMARY: After attending the ATD Chapter Leaders Conference (ALC), a member of the board brought back a strategic planning tool. The board used this tool to review the chapter’s current practices and identified areas for improvement. The team looked at everything the chapter was producing through a lens of how it adds value for the members, promotes community engagement, and increases the chapter’s operational focus. The board underwent this process in a strategy meeting, which helped the board become more organized and design ways to communicate more effectively with the chapter members.

YEAR: 2017

CENTRAL PENNSYLVANIA CHAPTER: On-Demand New Member Orientation

SUMMARY: The chapter, working with a local college, brought in an intern to develop an online new member orientation program. The project gave the intern experience with asynchronous, online learning development and working with the local chapter. The chapter purchased a two-month license for Captivate to develop the orientation at a cost of $59.95. The effort provided new members an immediate orientation to the chapter and relieved the VP of Membership to focus on other initiatives as opposed to conducting regular orientations. Through this process, the chapter learned that it takes time to incorporate the learning into Wild Apricot to make it available to members, and would allot more time for this phase in the future. The orientation is set to be updated on a two-year cycle.

YEAR: 2016

FLORIDA SUNCOAST CHAPTER: Name Badges

SUMMARY: The chapter partnered with a local printing/engraving business to provide professional name badges to all members within three days of joining the chapter. The name badge cost is included in the membership price. In the new member application, the member identifies what information they want printed on the badge. New members are presented their badge and welcomed to the chapter at the next professional development event. Annually, members who do not pick up their badge will receive it in the mail. The chapter is not taking on any cost for this initiative, and members love wearing their badges to other events outside of the chapter. The chapter has gained additional members from the free advertising.

YEAR: 2016

CENTRAL INDIANA CHAPTER: Engagement Through New Member Orientation

SUMMARY: To streamline the process a new chapter member experiences after joining, the Vice President of Membership and President-Elect developed a New Member Orientation Program to complement the informal welcome new members received upon joining the chapter. New members who joined in the past six months are invited to attend the orientation. The chapter currently offers the formal session twice per year immediately following a chapter event, which is promoted through the monthly newsletter, social media, and in person. It has increased monthly programming, specifically with new members and the chapter has seen that new members have become involved quicker with chapter committees and volunteer/leadership roles.

YEAR: 2016

BIG SKY CHAPTER: Partnering With Businesses to Improve Engagement

SUMMARY: Montana is a large state, but is ranked 44th in population. Because of this, the Big Sky Chapter is targeting the professionals in the entire Big Sky region, which includes all of Montana, northern Wyoming, western North and South Dakota, and northern Idaho. By working with First Interstate Bank, the chapter can connect through a web conferencing system to involve all members from anywhere. As a result of members being able to connect to meetings without the need to drive to Billings, Montana, chapter membership doubled in less than a year.

YEAR: 2016

CENTRAL INDIANA CHAPTER: New Member Welcome Postcard

SUMMARY: The chapter created a branded postcard with a special message from the chapter’s board of directors. This postcard is signed by each board member and sent to new members within the first month of their membership to welcome them to the chapter and extend an open invitation for frequent communication among the board, volunteers, and membership. Eight months after implementation, the chapter has seen a 13 percent increase in new members. The chapter also implemented a new member orientation on a quarterly basis.

YEAR: 2016

LOS ANGELES CHAPTER: My Story

SUMMARY: The chapter created a video that was shown at its talent development conference. The purpose of the video was to reinforce the chapter’s local presence, because building relationships and being part of a local network can help develop careers. The chapter received excellent feedback from the participants at the conference and several guests told the board of directors that they were emotionally moved by watching the video because they could relate to the story. Additionally, the video illustrates how being part of a nonprofit professional organization can help career growth and personal fulfillment. Overall, this video aided in the chapter’s value proposition.

YEAR: 2016

NORTHERN ROCKIES CHAPTER: Attracting Attendees at After-Work Networking Events

SUMMARY: ATD Northern Rockies implemented after-work networking events at local craft breweries in an effort to generate excitement and increase attendance at the chapter’s social events. The breweries provide an in-kind donation of beer, non-alcoholic beverages, and meeting space making it free for the chapter to provide this opportunity to its members and prospective members. These events serve as a revenue stream for the chapter as there are no expenses associated with the event. The networking events were also beneficial for succession planning as the chapter recruited two people to serve on the board of directors due to the opportunity to have one-on-one conversations with interested volunteers.

YEAR: 2016

CASCADIA CHAPTER: Membership Cards

SUMMARY: The chapter developed a process to send out membership cards to new members on a monthly basis. The cards include the member’s name and membership end date in addition to the chapter’s logo and contact information. Although new members receive a welcome email from the chapter, the cards add a personal touch.

YEAR: 2016

CASCADIA CHAPTER: Name Badges Showing Member Status

SUMMARY: The chapter created various designs of name badges to recognize chapter members at events. The effort is another way to publicly support, acknowledge, and appreciate its members.

YEAR: 2016

CENTRAL PENNSYLVANIA CHAPTER: Developing an ATD Chapter Map for Pennsylvania

SUMMARY: To facilitate networking, the Central Pennsylvania Chapter desired to show from which counties in the state its members reside as part of the chapter’s new member orientation program. The Vice President of Membership contacted her counterparts at the other Pennsylvania chapters for assistance. After information gathering was complete, one of the chapter’s members with strong graphic design skills volunteered to assist with the map’s design. When the map was finalized, the image was posted on the chapter’s website and shared with fellow chapter leaders in the state.

YEAR: 2016

SOUTHEASTERN VIRGINIA CHAPTER: Improving SEVA Visibility and Value

SUMMARY: After taking office, the chapter’s president noticed a continuing decline in chapter membership. To address this trend, the board focused on identifying ways to increase membership without spending any money. The board overhauled the website incrementally to increase its visual appeal and provide more up-to-date information to chapter members and prospects. As a result of its efforts, the chapter now has two monthly supporting sponsors, a growth in membership, and more members visiting and engaging with the website.

YEAR: 2016

NORTH ALABAMA CHAPTER: Partnership with Local University - Legacy Christian University

SUMMARY: The North Alabama chapter partnered with Legacy Christian University (LCU) to obtain a 10% tuition discount for local chapter members. In return the chapter offers three free luncheon meetings to an employee of the college in 2016. Additionally, LCU is able to market its program offerings three times during the year at chapter meetings. This partnership has increased awareness and visibility of the chapter, while offering the members an additional and valuable benefit.

YEAR: 2015

CENTRAL OKLAHOMA CHAPTER: Program Engagement and Membership Value Focus Aligned with ATD Re-branding

SUMMARY: The Central Oklahoma Chapter increased member engagement and recruitment by focusing on membership value. The chapter used surveys to gather member data and used the information to realign its programming, resources and communications with the needs of its members.

YEAR: 2015

GREATER DETROIT CHAPTER: Member of the Month

SUMMARY: The Greater Detroit Chapter established a monthly member profile shared online via the chapter's blog and other social media channels. The purpose of the profile is to recognize and appreciate chapter members, facilitate networking connections among our chapter members, and encourage non-members to join the chapter.

YEAR: 2014

CHARLOTTE CHAPTER: Volunteer Fair

SUMMARY: The Charlotte Chapter Board of Directors recognized the need for more resources to help effectively manage the chapter. The board also believed having members actively participate in chapter activities would increase the likelihood of their renewing and provide “bench strength” for future board roles. To address these the needs, the chapter created a Volunteer Fair held during the networking portion of a regular chapter meeting. The fair resulted in ten new committee members enlisting to help support the chapter.

YEAR: 2014

CHARLOTTE CHAPTER: Chapter Ambassadors Program

SUMMARY: To attract and retain members, the chapter desired to create a reputation of being a warm and welcoming chapter through the Ambassador’s program. Duties of the ambassadors include greeting new members and guests as they arrive at chapter meetings, uncovering why they chose to attend the event, and assisting them in connecting with members and chapter resources. The ambassador group also designs ice breaker activities for each meeting that help members to learn more about each other and add fun to networking.

YEAR: 2014

SAN ANTONIO CHAPTER: Checklist for Volunteers

SUMMARY: In an effort to ensure the smooth flow of their events, the San Antonio chapter created a checklist to guide event planning and guarantee the completion of task items.

YEAR: 2013

BATON ROUGE CHAPTER: Volunteer Recruitment

SUMMARY: The Baton Rouge Chapter traditionally experienced high involvement from board members, but had few consistent non-board volunteers. To help encourage and promote volunteer opportunities within the chapter, chapter leadership decided to identify and promote specific volunteer opportunities within the chapter. The chapter developed a Volunteer Opportunity Information Sheet, which describes the opportunity, outlines realistic time commitments required for the opportunity, and aligns the opportunity with competencies that are used.

YEAR: 2013

CHICAGOLAND CHAPTER: Student Giveaways

SUMMARY: The chapter implemented a new member orientation to ensure that new chapter members were aware of all the local benefits. This process ensures that all their new members are engaged from day one.

YEAR: 2012

CENTRAL NEW YORK CHAPTER: Member Orientation

SUMMARY: The chapter implemented a new member orientation to ensure that new chapter members were aware of all the local benefits. This process ensures that all their new members are engaged from day one.

YEAR: 2012

GREATER CLEVELAND CHAPTER: Chapter Points Program

SUMMARY: To encourage volunteer engagement, the chapter instituted a Chapter Points program four years ago. Members earn points for attending programs, volunteering for different committees or sponsoring events. At the end of the year, the top five volunteers are recognized with certificates and tokens. The volunteer who has accumulated the most points during the year is awarded a certificate that can be redeemed for any ASTD certificate or education program.

YEAR: 2012

GREATER CHATTANOOGA CHAPTER: 99 Seconds

SUMMARY: The chapter implemented programming that engaged members to help illustrate the value of active participation at the local and national levels. Using the popular "99-seconds" format, they programmed a chapter meeting that featured members sharing the value of their participation.

YEAR: 2012

MIDLANDS CHAPTER: Identifying Volunteers

SUMMARY: The Midlands Chapter shared their best practice methods of identifying quality volunteers to serve in chapter leadership positions. This process addressed the need that board directors and committee chairs regularly had when trying to increase the chapter’s volunteer pool each year.

YEAR: 2012

CHARLOTTE CHAPTER: Virtual Guest Pass Program

SUMMARY: The Charlotte chapter budgeted to allow each member to potentially bring one guest to any chapter program during the year. This was a marketing effort toward member recruitment.

YEAR: 2010

CENTRAL MISSOURI CHAPTER: Member Recognition

SUMMARY: In an effort to recognize members the chapter decided to spotlight members in its chapter newsletter. By spotlighting members, it brings awareness to the rest of the chapter about who the chapter consists of, what they do, where they word, and diversity within the chapter. This effort also increased chapter membership loyalty.

YEAR: 2010

RESEARCH TRIANGLE CHAPTER: Munch & Mingles (No-Cost Networking)

SUMMARY: Munch & Mingles are easy to coordinate events which are free to members; the only cost is name tags. Since you don’t have to reserve a meeting space, you don’t have to be concerned about registration, venue/meal costs or other logistics. We invite members and non-members to attend this event. Many needs are addressed by these events such as the recruitment of new members.

YEAR: 2009

CENTRAL OHIO CHAPTER: New Member Orientation Lunch

SUMMARY: The executive board members recognized that it may be difficult for a new member to feel included into an existing group or organization. The Membership Management team came up with the idea of developing and facilitating a member orientation program.

YEAR: 2009

CHATTANOOGA CHAPTER: Chapter Membership Directory

SUMMARY: The Chattanooga chapter began documenting and saving all relevant chapter member contact information into one platform. This allowed for ease of contacting these training professionals.

YEAR: 2009

RESEARCH TRIANGLE AREA CHAPTER: Member Value, Engagement, & Development

SUMMARY: During 2006 the Research Triangle Area chapter experienced a decline in membership by 13% and decided to focus efforts on increasing value, engagement and development of members as a way to retain existing members and attract new members.

YEAR: 2009

SPRINGFIELD/BRANSON CHAPTER: Business Cards

SUMMARY: The chapter added meeting information (time, location, map, web URL) to back of chapter leadership business cards. On front of card, they added "Attend one meeting free with this card."

YEAR: 2009

CENTRAL INDIANA CHAPTER: VIP (Very Involved Person) Bucks!

SUMMARY: The VIP Bucks program was developed to encourage participation in chapter events, especially participation in committees. Members can use their VIP Bucks to bid on silent auction items at events and pay for monthly programs.

YEAR: 2008

EASTERN PENNSYLVANIA CHAPTER: Eastern Pennsylvania Store

SUMMARY: The Eastern Pennsylvania store allows the chapter to offer members logo merchandise specific to their chapter. There are no upfront costs, and the chapter chooses the percentage at which to markup items, and receives a monthly check for earned revenue. The store has proven to be a great way to increase chapter pride and visibility while adding revenue to the chapter.

YEAR: 2007

MIDLANDS CHAPTER: Admit One Guest Pass

SUMMARY: The Midlands Chapter posted a “guest pass” on their website for prospective members to attend a free meeting. After meetings, the chapter follows up with prospects that use the passes and has experienced a 38 percent conversion rate of pass users becoming members.

YEAR: 2007

Membership Surveys

PIEDMONT CHAPTER: Reverse Call-A-Thon Member Survey

SUMMARY: The Piedmont Chapter desired to reach out to their membership on an individual basis to learn how they could better support their members. To spice up the act of cold-calling and to alleviate any hesitations, the chapter leadership held these information-gathering-calls together and gathered feedback to better their chapter experience.

YEAR: 2013

GREATER PHILADELPHIA CHAPTER: New Member Follow-Up Survey

SUMMARY: The Greater Philadelphia Chapter was able to increase membership from fewer than 200 members to over 300 in less than a year by contacting the prospective members in their database.

YEAR: 2008

MIDLANDS CHAPTER: Membership Survey

SUMMARY: The Midlands Chapter uses an electronic annual survey to find out about member satisfaction and collect data for planning chapter meetings and events. The chapter received a 60 percent response rate in 2007. To incentivize members, they place participants’ names in a drawing for a prize.

YEAR: 2007

Membership Drive

PUGET SOUND CHAPTER: State Meetup at ATD 2018’s Ice Cream Social

SUMMARY: To engage with local talent development professionals, foster networking, and increase the number of ATD members involved in the Puget Sound Chapter, the chapter leaders decided to host a state-wide meetup during the ATD International Conference & Exposition. There were no costs associated with the event, as the chapter capitalized on having the meetup during the conference’s ice cream social. Many attendees were not local chapter members, leading to a surge in new members in addition to identifying a need for a Geographic Interest Group (GIG) on the east side of the state.

YEAR: 2018

SACRAMENTO CHAPTER: Inclusion Initiative

SUMMARY: The Sacramento Chapter strived to connect veterans with talent development professionals, and provide networking opportunities to better serve the community. The veteran’s initiative includes a special pricing structure to attract individuals who specifically have a training background and can benefit from chapter membership and involvement. Another purpose of this initiative is to help new veterans who are in the process of transitioning into civilian life. The chapter has received positive feedback, high satisfaction levels, and more inquiries about membership. The chapter even had a 10-person group join the chapter through the initiative.

YEAR: 2017

CENTRAL INDIANA CHAPTER: Best Places to Work Initiative

SUMMARY: The chapter acquired the list of companies who were selected for “Best Places to Work” in the area and compiled a list of 70 contacts, one from each workplace. The chapter president drafted handwritten notes inviting the contacts to attend a monthly program for free. A special promo code for Wild Apricot was provided, which allowed the chapter to capture additional contact information. The notes were mailed out along with two business cards, a chapter business card and personal business card. The personal business card created a connection with the chapter president.

YEAR: 2017

SOUTH FLORIDA CHAPTER: Membership Strategy

SUMMARY: The chapter aimed to increase membership by 20 percent, an end goal of 250 active members. The chapter designed a high-touch outreach strategy to connect with new and renewing, and lapsed members. The strategy involved a combination of emails and phone calls that ensured a board member connected with the member. As a result, the number of chapter members from July 2015 to June 2016, increased from 211 to 255. The personal contact created new connections and goodwill that encouraged engagement with the chapter and increased program attendance. Finally, this campaign also promoted Power Membership, which increased to 40 percent during this term.

YEAR: 2016

NORTHEAST WISCONSIN CHAPTER: Spring Membership Drive and Networking Event

SUMMARY:The chapter used an ATD state member list to target the 70 non-chapter members in the area. A newly designed membership brochure, including an invitation to a networking event, a free drink ticket and free appetizers was mailed to potential members. Those who attended received prizes and half priced chapter membership if they joined that night. Twenty-five people attended the event and the chapter gained five new members.

YEAR: 2015

SOUTHWEST FLORIDA CHAPTER: Public Relations and Membership Drive

SUMMARY: The Southwest Florida Chapter chose to act as a sponsor of the Human Resources Tri-County Conference with the intention of introducing attendees to their local ATD chapter and to promote membership. The chapter utilized ATD marketing materials, promoted a special membership offering, and offered prizes for giveaways. The chapter not only recruited new chapter members but increased its prospective member list and its reach in the local community.

YEAR: 2013

BIG SKY CHAPTER: Membership Drive

SUMMARY: To increase the number of joint chapter-national members, the chapter hosted a month-long membership drive. During the drive, membership dues were reduced by 50 percent and a contest for a Kindle Fire was held based on a points system for renewing membership, recruiting new members, and signing up as a “Power Member.”

YEAR: 2013

CHICAGOLAND CHAPTER: Membership Drive

SUMMARY: The Chicagoland Chapter successfully implemented a 1Q membership drive that increased new members by 19 percent year over year for 1Q. The membership drive incentivized new members with the chance to win free registration to a national ATD education program. The chapter also waived their new member processing fee. The membership drive was promoted through social media sites (Twitter, LinkedIn, Facebook) along with a direct email campaign.

YEAR: 2012

GREATER ATLANTA CHAPTER: Membership Renewals Telephone Drive

SUMMARY: To encourage non-members to join the Greater Atlanta chapter, in January 2009 the chapter kicked-off a membership discount program. When a non-ASTD Atlanta member attends a SIG/GIG event and pays the $20 attendance fee then they have to opportunity for the next 10 business days to join the local chapter for the discounted price of $90.

YEAR: 2009

GREATER PHILADELPHIA CHAPTER: Training New Member Orientation Facilitators

SUMMARY: The Greater Philadelphia chapter was able to increase membership from fewer than 200 members to over 300 in less than a year by contacting the prospective members in their database.

YEAR: 2008

NEW ORLEANS CHAPTER: Membership Drive

SUMMARY: The New Orleans Chapter's board was committed to increasing the membership. They implemented a program where each national ASTD member that attended their monthly meeting was entered into a drawing for a 1 year membership.

YEAR: 2008

GREATER PHILADELPHIA CHAPTER: Membership Renewal Telephone Drive

SUMMARY: The Greater Philadelphia chapter was able to increase membership from fewer than 200 members to over 300 in less than a year by contacting the prospective members in their database.

YEAR: 2008

EASTERN PENNSYLVANIA CHAPTER: Membership Drive

SUMMARY: The Eastern Pennsylvania Chapter’s vice president of marketing divided a list of national members in the area, and board officers invited them to a free networking event. The chapter offered a reduced membership fee ($10 off the regular fee) if the person joined the chapter the evening of the networking event and a reduced fee ($10 off the regular renewal fee) to renew chapter membership.

YEAR: 2007

PUGET SOUND CHAPTER: Membership Drive

SUMMARY: The Puget Sound Chapter held a “Membership Madness” campaign that involved offering discounted memberships to non-members at their “Future of Training Conference” and at a chapter meeting, at which they had a “Bring a Guest” promotion.

YEAR: 2006

Membership Packages

CENTRAL INDIANA CHAPTER: Bundling Conferences

SUMMARY: The chapter bundled its annual Learning Summit registration with the annual Society for Human Resource Management (SHRM) Conference. To attract more exposure from the human resources community, the chapter also signed up as a supplier for the SHRM Conference to target larger employers in the area and market chapter events as a means for employees to fine-tune their learning and development skills. The chapter increased its membership and formed strategic partnerships in the local community.

YEAR: 2018

SOUTHWEST FLORIDA CHAPTER: High Performance Learning Organizations

SUMMARY: This submission demonstrates how the Southwest Florida Chapter developed a monthly meeting to highlight the benefits of both national and local membership. Relying heavily on the 2011 State of the Industry Report, the chapter presented "Characteristics of High Performing Learning Organizations" and showcased typical workplace projects that would profit by using specific ASTD benefits.

YEAR: 2013

SAN ANTONIO CHAPTER: Joint Membership

SUMMARY: This submission details how the San Antonio Chapter is promoting joint membership. The chapter has added marketing materials, a bundled membership package, etc.

YEAR: 2012

NEW MEXICO CHAPTER: Increase Chapter Membership and Annual Event Value

SUMMARY: In an effort to increase membership the New Mexico chapter bundled their annual membership offering into the registration fee for a major event. This helped the chapter increase chapter membership and the value perception of attending the annual event for non-members to make the most out of what may be the member’s single-point or first-point of contact.

YEAR: 2009

TWIN CITIES CHAPTER: Season Pass-Membership Retention

SUMMARY: The Twin Cities Chapter developed a season pass to offer members a discounted rate on the cost of attending monthly programs, a one-time payment option, and program registration ease. The chapter goal was to gain membership commitment, retention, and a value added opportunity for consistent monthly program attendees.

YEAR: 2005

Professional Development

Chapter Conferences

KANSAS CITY CHAPTER: Gamification of Fall Conference

SUMMARY: The chapter identified a theme for its fall conference that would help engage attendees with sponsors and encourage them to remain present until the end of the day. The conference was centered around the game of “Clue,” and at the beginning of the day attendees were provided with instructions on how to participate. Attendees were given a case folder with each speaker’s information. In keeping with the theme, each speaker had a clue card, which was given to participants for attending the session. Additionally, each sponsor table had a weapon card for participants to collect. During the sessions, if someone asked insightful questions or shared their thoughts with the group, volunteers would then give them room cards. To win prizes at the end of the day, attendees were given a mystery to solve. If they were holding the correct cards, they won a door prize. The chapter received great feedback on conference evaluations, increased sponsor interaction and satisfaction, and had fun while doing it.

YEAR: 2018

GREATER PHILADELPHIA CHAPTER: Reimagined Chapter Conference

SUMMARY: At the beginning of 2017, the chapter created a "Total Member Value" initiative to connect everything the chapter does back to the value provided to members. This initiative drove all aspects of the chapter including the conference, where the goal was to build an experience for each group the chapter serves: internal practitioners, 1099 individual practitioners, and sponsors. The chapter identified Drexel University to be a cosponsor, who would provide the space for free and would co-market the event. The chapter offered continuing education credits, which allowed them to cross market with SHRM, adding even more value. The conference experience extended past the one-day event. Sponsors were given the opportunity to sponsor a lunch-and-learn event in later months, and conference attendees could attend those future events. Overall, the conference sold out available sponsorships and received very high marks from participants and members.

YEAR: 2017

CENTRAL OKLAHOMA CHAPTER: State Conference

SUMMARY: The Central Oklahoma and Tulsa chapters have created a partnership to hold a yearly state conference and alternate which chapter hosts the event. The Central Oklahoma Vice President and Past President gathered the conference knowledge, information, and tasks after hosting the conference to document and share with future conference planning teams. The idea is that the knowledge management for the conference will continue to improve this annual offering for the professionals in the area and will save an average of 120 hours in conference planning. The document extensively outlines all planning process steps. This will allow the team to continue to add value to the conference and grow the event’s reach in the community.

YEAR: 2017

SOUTHEAST VIRGINIA CHAPTER: Annual Chapter Conference: Transforming Talent Development

SUMMARY: The chapter created an annual conference to provide talent development professionals with an opportunity to experience a smaller version of ATD’s International Conference & Exposition. Talent development professionals from the local area had the opportunity to learn, transform, engage, and experience training transformation. Additionally, the chapter secured two sponsorships, lowered the cost per attendee to $5.25, and increased revenue from $750 in 2015 to $1,090 in 2016.

YEAR: 2017

UTAH CHAPTER: Getting Great Presenters for your Regional Conference

SUMMARY: The chapter found a way to recruit recognizable speakers for free using two options. First, an electronic billboard advertising the conference with the two keynote speakers prominently featured. Second, the chapter’s annual "ATD Utah Thought Leader" award. Stephen MR Covey and Alan Fine, the two keynote speakers drew record breaking attendance to the one-day, state wide conference. Because of the record attendance (with over 40% non-member attendance), 28 new members joined the chapter at the membership table located in the exposition area.

YEAR: 2015

SOUTH CAROLINA MIDLANDS CHAPTER: ATD South Carolina Midlands Partnership with the Disney Institute

SUMMARY: The chapter partnered with Disney Institute to bring the program “Disney’s Approach to Selection, Training & Engagement” to the training and development professionals in the area. The Disney Institute provided participants with tips and insights, which could be used to build and sustain the participants’ organizational cultures regarding training and organizational development. This successful event drew 145 attendees and the chapter earned several thousand dollars in profits.

YEAR: 2015

NEW ENGLAND AREA CHAPTERS: Successful Multi-Chapter Conferences

SUMMARY: For the past three years, eight local New England chapters have joined together to plan and implement a major New England area conference. The event supports the ATD brand across the region, increases local chapter membership, encourages networking, includes best-practice presenters, and enables and, in fact, drives cross-chapter collaboration and volunteerism. Best of all, it is exceptionally profitable, bringing thousands of dollars of revenue to each chapter -- allowing them to fund things like ALC attendance.

YEAR: 2014

Scholarships

NEBRASKA CHAPTER: Scholarship Fund

SUMMARY: The chapter turned the death of a valued board member into a positive, encouraging movement by forming the Julie Durmanskin Professional Education Scholarship. Designed to encourage members to continue to grow and develop their skills while removing financial barriers, the scholarship also provides the chapter's members, speakers, and supporters with a way to donate to the advancement of its members.

YEAR: 2014

Interest Groups

LONG ISLAND CHAPTER: SIG for the Industrial Organizational Psychology Student Association of Hofstra University

SUMMARY: To engage master’s students from Hofstra University with the Long Island chapter, the board worked with an adjunct professor to reach out to the Industrial-Organizational Psychology Student Association on campus. Because the student organization already existed, they only had to get it approved at the organizational and program level. The students in the organization had to say they wanted to be a part of the Student Interest Group (SIG) and the program director (director and chair of the department) had to agree. The chapter helps secure speakers for their events, and can work with the group for space as needed for full chapter meetings and events. The SIG has been around for about seven months and the chapter is working to establish future SIGs.

YEAR: 2018

METRO DC CHAPTER: Career Services Portfolio

SUMMARY: The chapter created and improved its Career Services portfolio in order to provide value for its members, increase member engagement, and help "match up" members interested in new opportunities and independent consultants with local employers/hiring managers/businesses.

YEAR: 2014

NEW YORK METRO CHAPTER: On-site Practitioner Series

SUMMARY:The New York University Student Special Interest Group (NYU SIG) leadership team desired to create opportunities for more junior "aspiring" members of the profession to network with and learn from seasoned L&D practitioners. Through this series, the members meet at the featured employer’s site, receive a briefing by the senior L&D manager in charge, hear remarks from mid-level and front-line unit personnel, and tour their training space.

YEAR: 2013

MISSISSIPPI CHAPTER: Incorporating GIGs Into Chapter Activities and Administration

SUMMARY: The Mississippi chapter holds a joint meeting with our GIGs each June. The joint meeting rotates among the chapter/GIG locations. The chapter also added to the By-Laws to incorporate GIG administration. Approval of the by-laws concerning financial matters eased chapter relations with the GIGs.

YEAR: 2011

LOS ANGELES CHAPTER: Special Divisions Leaders Toolkit

SUMMARY: The Los Angeles chapter has had multiple special divisions since 2005. Each special division has a leader and there is a board position specifically to support all of the special divisions. With this many players, a toolkit was created to make the ongoing administration as simple as possible for special division leaders.

YEAR: 2010

AUSTIN CHAPTER: Special Interest Group Webinar

SUMMARY: The Austin chapter's healthcare SIG is made up of a specialized group of professionals. In an effort to take advantage of expertise in other parts of the country the chapter held a webinar as their SIG meeting. They found a presenter who created a terrific human anatomy DVD to demonstrate a product and speak about its development via webinar.

YEAR: 2010

GREATER ATLANTA CHAPTER: SIG/GIGs – Heartbeat of the Chapter

SUMMARY: The Greater Atlanta chapter has seven (7) active Special Interest Groups (SIGS). Each of these SIGs tailors their six events annually to the interests of learning professionals within their specific learning environment. Greater Atlanta also currently has 3 active Geographic Interest Groups (GIGs). Each SIG/GIG has 3+ volunteers that coordinate the speakers, locations and topics for that group. This approach allows for a shared workload and built-in networking opportunity.

YEAR: 2009

GREATER ATLANTA CHAPTER: Yahoo SIG/GIG Leaders Group

SUMMARY: The Greater Atlanta chapter created a Yahoo Leaders Group as a way to bring together all of the 30+ volunteers that make up the 10 Atlanta SIG/GIGs. The leadership team for each SIG/GIG can log into Yahoo and access the ASTD Atlanta SIG/GIG Leadership Group. Members of this group can post comments, ideas, pictures and past event presentations.

YEAR: 2009

MID-NEW JERSEY CHAPTER: Sales Training PDN 2009 Business Plan

SUMMARY: The Mid-New Jersey chapter developed a set of goals and a structured plan of action for the Mid-NJ Sales Training Professional Development Network (a.k.a. SIG).

YEAR: 2008

MIDLANDS CHAPTER: Formal Approach to a Geographic Interest Group (GIG) partnership

SUMMARY: The Midlands chapter formed a GIG partnership with Low Country (Charleston, South Carolina area) to reach out to members who previously did not derive benefit from their local and/or national membership due to distance. The chapter’s vision is to provide local chapter benefits to their GIG until such time as they have sufficient membership to form their own ASTD chapter.

YEAR: 2007

LOS ANGELES CHAPTER: Special Interest Groups and Special Divisions

SUMMARY: Los Angeles Special Interest Groups [SIGs] and Special Divisions (SDs) were created by the chapter to address a growing demand by their membership to better address their diverse needs.

YEAR: 2006

Programs and Events

MADISON AREA CHAPTER: State of the Chapter Annual Survey Meeting

SUMMARY: To empower professionals to develop themselves and their company, the Madison Area Chapter holds a “State of the Chapter” annual survey meeting. During the meeting, the chapter gathers feedback from members and potential members outside of the annual survey and provides a venue to share operational information on the chapter addressed in Chapter Affiliation Requirements (CARE). The chapter garnered quality feedback on how to engage with its membership, topic ideas for monthly programs, and two new board members from the meeting.

YEAR: 2018

MID-NEW JERSEY CHAPTER: Technology Showcase

SUMMARY: To expose members to new and emerging technology in the field, the chapter created a technology showcase program, where approximately 10 vendors displayed their products and services throughout the day. The chapter also developed four speaker presentations and recruited a host sponsor to offset costs; this year’s sponsor was DeVry University. The chapter has hosted this event for eight years and attributes the program’s success to a 30 percent nonmember to member conversion rate and a profit margin of 75 percent, allowing the chapter to fund the majority of the year’s activities.

YEAR: 2018

MARYLAND CHAPTER: Virtual Networking

SUMMARY: To increase member engagement and attract new members, the chapter hosted a virtual networking opportunity. The director of programs invited a career coach to present on “Designing Your Career.” The attendees also shared virtual business cards so they could continue their connections formed at the event. Because the event allowed for exposure to a broader audience, a majority of the attendees were not yet members of the chapter. As a result, the chapter is exploring partnering with the Maryland Career Development Association again in the future.

YEAR: 2018

NEW MEXICO CHAPTER: Annual Alliance Networking Event

SUMMARY: Each year, the chapter sponsors a networking event, the Professional Alliance Mixer, with alliance organization members and university partners. The event is intended to strengthen the New Mexico talent development community and form collaborations of like-minded professionals with the goal of a better-developed workforce that has a direct effect on the economic development of central New Mexico. A local restaurant donates the venue, and one or two members from each alliance organization works with the chapter to assist with coordination, marketing, and planning of the event. The mixer has increased chapter membership (with up to five members joining after each event) as well as publicity for the chapter. Any profit generated from the event is split between the professional organizations.

YEAR: 2018

NEW MEXICO CHAPTER: Bringing ATD International Conference & Exposition Highlights to Local Chapter Members

SUMMARY: Since not everyone can attend the ATD International Conference & Exposition, the chapter has created a yearly event to bring the conference content back to the local community. This year, following an icebreaker, the two board members who attended the conference presented on the content they learned. As an added benefit, the chapter made conference content available to Power Members. The chapter leaders brought back giveaways from the EXPO for attendees and to promote ATD 2019. To keep the event fun and engaging, the chapter changes the theme yearly.

YEAR: 2018

CUYAHOGA VALLEY CHAPTER: Bring Your Own Laptop Workshops

SUMMARY: On the chapter’s membership survey, Elearning and instructional design were the top two areas members wanted more programming in. The chapter created three workshops and to be cost efficient, asked members to bring their own laptops. This allowed the chapter to offer a hands-on workshop promoting the free trial of the software so those that did not have it could still participate. The chapter greatly reduced their venue cost and it opened up different options for venues. The board found the hands-on meetings to be the most profitable yet.

YEAR: 2018

CUYAHOGA VALLEY CHAPTER: Driving Individual Development using the ATD Competency Model

SUMMARY: In an effort to highlight the value of Power Membership and the resources available through the ATD website, the chapter developed a workshop while leveraging the tools available on TD.org to create personal development plans based on the ATD Competency model. The event helped promote upcoming chapter programs and workshops by tying each program to a skill area on the competency model. Participants felt it helped them learn more about ATD and the resources available.

YEAR: 2018

FLORIDA SUNCOAST CHAPTER: Partnering With the Economic Development Corporation (Forum)

SUMMARY: To promote the chapter’s membership to local businesses, the chapter partnered with the local Economic Development Corporation after it received an invitation to attend the organization’s luncheon. The partnership proved to be successful in getting the chapter name out to the larger community and raised awareness of the chapter, resulting in 10 new members and one new sponsor. Several additional groups have contacted the chapter about potential partnerships.

YEAR: 2018

FLORIDA SUNCOAST CHAPTER: Read Between the Wines

SUMMARY: At each of the monthly events, the chapter gives away a speaker-selected book that the winner can grow from through reading and a basket with two bottles of wine. The giveaway helps promote the profession while making it fun. The chapter collects attendees' business cards, and the speaker randomly selects a card to identify the “Read Between the Wines” winner. The speaker gets to keep the business cards for networking and/or for possible prospecting. Anecdotal feedback from both speakers and attendees shows that all parties enjoy the initiative.

YEAR: 2017

CHARLOTTE CHAPTER: Membership Guest Passes

SUMMARY: Chapter members received five guest passes to chapter events at the beginning of the year. The chapter configured its website so that a member can register a guest or the guest can register themselves. Guests simply list the name of the person who invited them during registration, and the chapter handles tracking on the backend. During the event, guests have an opportunity to stand up, introduce themselves, and share who or what brought them to the event. To incentivize members bringing guests, the chapter has a quarterly drawing for a free registration to its Day of Learning conference or a one-year chapter membership. As a result, the number of guests attending meetings more than doubled from 2016 (51 guests in 2016, to 120 in 2017), and the conversion rate of guests to members increased by 3 percent (12 percent in 2016, to 15 percent in 2017). The chapter reached a record number this year with 26 guests at one event!

YEAR: 2017

MEMPHIS CHAPTER: Get Better: 15 Proven Practices to Build Effective Relationships at Work Virtual Presentation

SUMMARY: The Memphis Chapter hosted a virtual presentation about building effective relationships by Todd Davis of Franklin Covey at Bethel University. Thirty-two people attended the event in person and the presentation was live streamed. It was an interactive session and participants had the ability to ask questions during the presentation. Based on survey results, the program received positive feedback, and networking was successful with several different companies in attendance.

YEAR: 2017

SACRAMENTO CHAPTER: Sip of ATD

SUMMARY: “Sip of ATD” is a networking event put on by the chapter as a monthly program. The event is held at a local winery with tables and wine barrels set up as stations where attendees could stop by, get information, ask questions, and network. The stations included Power Membership information, ATD 2017 attendees offering their takeaways from the conference, and information from an educational sponsor. The attendees had the chance to participate in a wine tasting, and the chapter provided appetizers as attendees networked. The evening ended with giveaways, including a donation of two carafes on behalf of the winery that the winners could fill up with their favorite wine. The chapter received very favorable feedback about the event, the educational sponsor received publicity, and the chapter met its Power Membership requirement shortly after the event.

YEAR: 2017

CHICAGOLAND CHAPTER: Multilocation Member Networking Event

SUMMARY: Due to Chicago being a large metropolitan area, the chapter struggles with recruiting members to attend networking events. The chapter desired to identify a way to have an event attended by many people while maintaining coordination and cohesiveness and adhering to budget constraints. The chapter held events in multiple locations at the same time so members could network in their local area rather than traveling across the city. The chapter had a great turnout and found members enjoyed getting to know a smaller group in their local area.

YEAR: 2017

SAN ANTONIO CHAPTER: Emerging Leaders Leadership Series

SUMMARY: The San Antonio Chapter partnered with the San Antonio Chapter of Prospanica, an affiliate of the national organization that directly supports the growth and development of Hispanic professionals. The partnership included support from Barbara Greene and Associates and came together based on various needs assessments from both ATD San Antonio and Prospanica San Antonio. The assessments inspired the design and development of a program to assist growing professionals’ ability to create their own program to help growing professionals identify and shadow leadership role models, and provided information on the important distinction between leadership and management. Most important, the series provided tools, techniques, and best practices to program participants on how they can best achieve goals without sacrificing their positive perspective or personal brand.

YEAR: 2017

CENTRAL IOWA CHAPTER: ATD Central Iowa and Grand View University Leadership Lecture and Student Membership Event

SUMMARY: ATD Central Iowa partnered with Alec Zama, associate professor of business at Grand View University in Des Moines and director of the school's leadership credential, to provide a guest lecture and panel interview for his principles of management class. The lecture was titled "The Five Cs of Leadership," and focused on five hallmarks of healthy and effective leadership. For each of these leadership tenets, students were given examples of why they were important, example interview questions on the topic they could expect to face in the future, and guidance on how they could develop these leadership traits in themselves in both a collegiate and professional setting. Following the lecture, a panel interview was conducted with former and current board members of the Central Iowa Chapter so that students could ask questions directly of professionals in the talent development field.

YEAR: 2017

NEBRASKA CHAPTER: Creating a Sustainable Model for Trainer’s Institute

SUMMARY: Due to declining registrations for one of the chapter’s signature programs, Trainer’s Institute, the board decided to reexamine the program’s effectiveness and appeal. The Trainer’s Institute is a program designed to enhance the industry knowledge, skills, and tool sets of chapter members who are new or experienced talent development professionals. The chapter surveyed membership and found that it needed to change the focus from industry trends back to foundational competencies. With this feedback in mind, the board revamped the program, created a communication strategy, set clear expectations for speakers, streamlined the speaker proposal process, and focused on real world applications. As a result of this overhaul process, the chapter saw a significant increase in registration and revenue, and created a sustainable model for the Trainer’s Institute. Lessons learned included the need to include more case studies, set dates several months ahead of time, have a good marketing plan, set expectations for speakers, secure volunteers for the proposal review process, set competitive pricing, and use the participant feedback they chapter receives.

YEAR: 2017

NORTHEAST WISCONSIN CHAPTER: Changing Venues and Improving the Community

SUMMARY: The chapter moved its programming and board meeting venue from a local hotel to a local nonprofit organization, the Goodwill, in order to reduce its costs from approximately $4,000 to $1,000 per year. By reallocating these costs, the chapter is better positioned to achieve its 2016 focus of bringing its members more valuable learning programs with a strategic focus that involves both local and national talent. Additionally, the new location provides the community with an increased awareness of the Goodwill’s mission, and has resulted in members bringing items to donate to the chapter’s events.

YEAR: 2016

SMOKY MOUNTAIN CHAPTER: Back Office

SUMMARY: The chapter hosted a full-day, back office tour of the Dollywood Training and Development facility. During this event, members learned best practices for employee onboarding and training for success. The event aligned with the chapter’s mission and guided participants to develop better training initiatives to add to their facilitation tool box. There was no cost to the chapter, and the organization provided a lunch for participants. The event had the largest attendance in recent history with full participant engagement during the event.

YEAR: 2016

CENTRAL INDIANA CHAPTER: Idea Swaps in Coffee Shops

SUMMARY: The chapter plans a quarterly opportunity for a small group of members and prospective members to gather in the morning at a local coffee shop. The attendees discuss two main topics: “What are you currently working on?” and “What is your biggest challenge right now and how can the group help?” The chapter selects local coffee shops that met the geographic preferences of members and had ample seating. The event is capped at 10 participants due to space restrictions and the desire for an intimate discussion setting. A chapter board member is present to act as an ambassador for guests and to facilitate discussion. The event is promoted in the chapter’s monthly newsletter, at chapter events, through word of mouth, and social media. While time is required to plan promotional announcements, there is no cost to the chapter. These small meetings engage participants in the chapter and subsequently helped increase membership.

YEAR: 2016

GREATER ATLANTA CHAPTER: Adding Young Professionals to Your Membership

SUMMARY: To attract younger talent development professions, the chapter created a Young Professionals Community of Practice. The initial event for young professionals under 40 was held last year. Several board members attended and chatted with each attendee to ensure they knew about the chapter’s mission and goal of recruiting younger professionals to the chapter. Board members spoke about the benefits of volunteering as a key to their elevator pitch. Of the more than 40 attendees to the event, the chapter gained 25 new members and 10 young professional members to volunteer roles. Several new members have also taken on leadership positions and one has been appointed to the 2017 Executive Board.

YEAR: 2016

CENTRAL INDIANA CHAPTER: Let ATD-CIC Take You Out to the Ballgame!

SUMMARY: In the summer of 2015, the chapter provided a fun evening event for people to network and have fun in a non-traditional setting. The chapter hosted an event at the ballpark with the local minor league baseball team, the Indianapolis Indians. Following its philosophy of “Connect, Learn and Share,” the event’s purpose was to build awareness around the recent chapter’s rebranding while providing a fun and family friendly opportunity for members to connect and network with one another. Each attendee was provided a branded t-shirt that had the new logo on it, and the group’s attendance was announced on the jumbotron.

YEAR: 2016

MARYLAND CHAPTER: Coffee Conversations

SUMMARY: The chapter noticed a decline in membership and aimed to ramp up participation. The Director or Professional Development started Coffee & Conversations held once a month on Saturday mornings at Panera. The facilitator selects a topic that ties into the monthly meeting. The gathering is two hours, and registration is limited to 10 people. The chapter provides nametags for the event and advertises the gathering on its website. It also has a live Facebook feed run by a board member attending the event. The chapter has seen an increase in membership and member engagement.

YEAR: 2016

CENTRAL INDIANA CHAPTER: Employee Learning at the World’s Largest Children’s Museum

SUMMARY: The Children’s Museum is known for its outstanding, innovative approach to employee learning for museum staff. The museum’s Director of Training invited the chapter for a behind-the-scenes peek at learning in action. The purpose of the program was to provide a unique setting for the chapter’s monthly educational program, and give attendees a firsthand look at how the whole staff become proficient experts on various exhibits to provide a world-class experience for museum guests of all ages. The program had a sellout crowd with all seats filled.

YEAR: 2016

HAWKEYE CHAPTER: Executive Leadership Breakfast

SUMMARY: The chapter hosted a breakfast for the executives in talent development in its area. Thirteen executives attended the breakfast held at Mount Mercy University House, the residence of the University President. The chapter chose the location because of its intimate setting, and the inclusion of a tour of the house in the program’s agenda. After a facilitated discussion, attendees gleaned a comprehensive list of “Trends and Challenges in Talent Development.” The list was sent as a follow-up to the attendees for validation, and has been used as the basis for its monthly chapter programs, professional development events, and its annual fall conference to be held in September. In addition, this event enhanced the visibility of ATD given that 50 percent of the attendees were not familiar with ATD prior to the breakfast. As a result of the increased visibility of the chapter and its targeted programs, organizational support, financial support, and participation in all chapter meetings and professional development activities have increased in 2016.

YEAR: 2016

SACRAMENTO CHAPTER: Big Give CA Programming Idea

SUMMARY: The chapter designed The Big Give event to allow members to network and share tips, tools, and advice as a group. Members were prepared to contribute a 60 second tip or piece of advice to share orally with the group. The Program Directors enforced the 60-second limit, dressed as referees with whistles to add to the fun. As a result, the chapter gained 12 new members in the weeks following the event. Eighty-seven percent of attendees surveyed were “very satisfied” with the event. Additionally, he Golden Gate Chapter replicated the event, further promoting collaboration between the two Northern California chapters.

YEAR: 2016

SOUTH FLORIDA CHAPTER: Providing Sponsored Networking Events

SUMMARY: The chapter sponsorship and partnership offerings within the community to create opportunities for members to connect with one another frequently and within a close proximity. The chapter partnered with El Dorado, a local furniture store, and local restaurants to provide food and nice ambiance while networking. The chapter was able to provide these at no cost to the members, and provide them more frequently thanks to the financial support from the chapter’s partners and sponsors.

YEAR: 2016

SOUTH FLORIDA CHAPTER: Virtual TD Talks

SUMMARY: The chapter organized an online platform for their members to connect with each other, and create additional opportunities to network and learn. Titled “TD Talks,” the webinar series is delivered by South Florida Chapter talent development professionals and practitioners. The topics are selected from the new and innovative practices the practitioners are implementing at their workplaces. The series represents a true practice sharing via an online platform between members and community. Through the series, the chapter aims to bridge connections, provide another value-added offering to its members, and create a professional development opportunity for members that does not require travel.

YEAR: 2016

UPSTATE SOUTH CAROLINA CHAPTER: Phenomenal Collaboration and Partnership Contributes to Community Workplace Development

SUMMARY: The University Center of Greenville (UCG), a chapter sponsor of the Upstate SC Chapter, provides chapter office space, equipment, plexi-glass signage, banner flags, and more as part of its partnership with the chapter.

YEAR: 2015

SOUTHWEST FLORIDA CHAPTER: How to Use Social Media to Keep Employees Engaged

SUMMARY: In celebration of Employee Learning Week, the chapter hosted a meeting titled “How to use Social Media to Keep Employees Engaged.” The event was offered to members, professional companies, and organizations in the community to demonstrate the chapter's commitment to workforce development by providing the opportunity to enhance social media skills and use the knowledge learned as part of the event.

YEAR: 2015

CENTRAL IOWA CHAPTER: The Disney Institute

SUMMARY: The chapter partnered with sponsors to host the Disney Institute, which detailed Disney's approach to business excellence. The chapter completely sold out the event yielding a record turnout in attendance with 250 participants and a profit of 5,000 dollars.

YEAR: 2014

HAWKEYE CHAPTER: Bud to Boss Workshop Partnership

SUMMARY: The chapter partnered with the Kevin Eikenberry Group (KEG) to bring the organization's Bud to Boss two-day workshop to its area. The chapter entered into a partnership, where the chapter was responsible for securing the location and marketing the event and The KEG managed registrations. In turn the chapter, received 30 percent of the gross profit for its work.

YEAR: 2014

WEST VIRGINIA CHAPTER: Train the Trainer - Fundamentals of Coaching

SUMMARY: The chapter hosted a series of three Saturday workshops aimed at developing the coaching skills of training and development professionals.
Topics included eight effective steps of coaching, attributes and principles of good coaching listening skills, emotional intelligence in coaching, and more. The workshop series lead to five new chapter members, four speakers for the chapter's state conference, and a financial gain of hundreds of dollars.

YEAR: 2014

TWIN CITIES CHAPTER: Partners in Learning - Mentorship Program Development

SUMMARY: The Twin Cities chapter developed a mentorship program focusing on career mentorship opportunities for its members. The program, developed to provide another member-added benefit to members, was an exclusive opportunity created by the chapter that no other workplace and learning associations in the area provided.

YEAR: 2014

SOUTHWEST FLORIDA CHAPTER: IGNITE - Training and Speaking Skills

SUMMARY: The chapter held a fall master class entitled "IGNITE - Training and Speaking Skills", where presenters had the opportunity to show off their speaking skills in a unique way through the Japanese style of PechaKuch. Each presenter was given 20 slides, each shown for 20 seconds, providing the presenter with a total speaking time of six minutes and 40 seconds on a subject related to training and speaking skills.

YEAR: 2014

HOUSTON CHAPTER: ATD Houston Showcase

SUMMARY: The Houston Chapter re-positioned its previous volunteer summit as a showcase of the chapter for the beginning of the year. The showcase focused on introducing new board members, networking with other ATD members, and identifying available volunteer opportunities.

YEAR: 2013

SOUTHEASTERN VIRGINIA CHAPTER: Instructional Design (ISD) Boot Camp

SUMMARY: The ISD Boot Camp was developed by the Southeastern Virginia Chapter board in an effort to provide members and non-members with a strong working knowledge of the ADDIE model through facilitated discussion, role playing, and practical use. The ISD Boot Camp met once per month over the course of five months. Each month, the facilitator focused on a section of the ADDIE model. During the ISD Boot Camp, participants worked on a group classroom project (Map and Compass) and also a personal project. By the end of the ISD Boot Camp, participants had completed two full training programs from Analysis to Evaluation.

YEAR: 2013

GREATER CHATTANOOGA CHAPTER - Book Safari

SUMMARY: Chapter members were encouraged to bring resources, such as books and magazines, from home or work to a networking event. The event was held at a restaurant and dubbed a “book safari” because each table was arranged with a safari/treasure hunt category name. Participants were then instructed to hunt down resources they could use for personal or professional development.

YEAR: 2013

GREATER ATLANTA CHAPTER - Adding Value to Programs

SUMMARY: To increase the value of chapter programs, the board developed an “out of the box” approach to chapter programming. Instead of booking typical speakers, the chapter identified unique learning opportunities for their members. For example, Scott Nutter, general manager of development for Delta Airlines, spoke about how a pilot’s work environment is more similar to the business workplace than many would think.

YEAR: 2013

CENTRAL FLORIDA CHAPTER - Member Retreat

SUMMARY: In October 2012, the Central Florida Chapter held its first member retreat. The purpose of the retreat was to enhance and extend opportunities for collaboration, building partnerships, and for personal and professional development. The weekend offered extensive networking, hands-on learning, and sharing best practices. Members completed an “Adventure Guide” during the weekend to capture key information about their peers.

YEAR: 2013

PUERTO RICO CHAPTER: SHRM Partnership & Conference

SUMMARY: The Puerto Rico Chapter partners with the local SHRM chapter annually to put on a large conference. For the last three years, the Puerto Rico Chapter's conference has taken place during the first day of SHRM’s Conference. The chapter holds its separate program, usually two morning sessions, lunch, and an afternoon session, and then attendees join SHRM’s conference for the closing plenary of the day and reception. The chapter receives benefits from economies of scale for publicity, hotel guest rooms, parking fees, audiovisual support, food and beverages, and room rentals. In turn, SHRM’s Chapter receives publicity, attendees, credit for hotel rooms from the room block, and other hotel expenses paid by our Chapter.

YEAR: 2013

SOUTHEASTERN VIRGINIA CHAPTER - Book Club

SUMMARY: The Southeastern Virginia Chapter hosts a quarterly book club. Participation is limited to the first 15 members to register, and each participant receives a free copy of the book

YEAR: 2013

MT. DIABLO CHAPTER: Programming through Strategic Partnerships

SUMMARY: The chapter used community partnership to their advantage when putting together chapter meetings and events.

YEAR: 2012

CASCADIA CHAPTER: Partnering with HR Certification Institute (HRCI)

SUMMARY: The chapter partnered with HRCI to offer credits for their events, which has added value to those who hold the certification.

YEAR: 2012

CASCADIA CHAPTER: RFP Selection Process - Conference Speakers

SUMMARY: The Cascadia Conference Team developed and implemented an automated request for proposal to gather a pool of potential session speakers for their annual conference. Each speaker is required to include a video clip of a presentation similar to their proposed topic. Included in the RFP form are questions directed at how their presentation aligns with the ATD Competency Model, as well as the HRCI model. This allowed the chapter to collect information to submit for CE credits at a later date.

YEAR: 2012

GREATER CLEVELAND CHAPTER: "Paper Cuts" White Paper Reading Group

SUMMARY: The “Paper Cuts” White Papers Reading Group is a monthly meeting during which workplace learning and development professionals in the Greater Cleveland area discuss free white papers on various training-related topics and network.

YEAR: 2012

CASCADIA CHAPTER: Chat Cards

SUMMARY: The chapter developed a card set of 16 questions and instructions related to workplace learning to be used as a networking tool. The card questions provided a low-cost way to get new people engaged at the start of their programs.

YEAR: 2012

SACRAMENTO CHAPTER: DemoFest E-Learning Event

SUMMARY: The DemoFest 2011 event was developed to showcase the talents and efforts of its e-SIG group and provide an opportunity for e-learning vendors to show their software. Ten live, interactive demonstrations and mini-lectures on various e-learning topics were conducted over a six-hour period.

YEAR: 2012

CENTRAL IOWA CHAPTER: Trainer's Institute Case Studies

SUMMARY: The chapter established a Trainer's Institute to provide a learning environment where concepts in class could be practices using real-world application and techniques.

YEAR: 2010

GREATER BIRMINGHAM CHAPTER: Title Host for Chick-fil-A Leadercast

SUMMARY: The chapter hosted the 2010 Chick-fil-A Leadercast. The leadercast is a live simulcast that includes many national leaders sharing their thoughts on the art and science of leadership. Speakers included Tony Dungy, Jim Collins, Chip Heath, Dr. Ben Carson, John Maxwell, Connie Podesta, and more.

YEAR: 2010

SOUTHWEST FLORIDA CHAPTER: Meeting Field Trips

SUMMARY: The chapter held several meetings in 2010 which were held in the “field.” Members were asked to sponsor meetings at their work site and to show guests what is working in their training departments.

YEAR: 2010

MISSISSIPPI CHAPTER: Virtual Presentations

SUMMARY: The Hattiesburg GIG officers wanted to offer a means for the group to maintain monthly contact and decided to pursue offering free virtual presentations in months the GIG did not meet.

YEAR: 2010

GREATER ATLANTA CHAPTER: Leadership Academy

SUMMARY: Utilizing a series of tele-classes and self-study, future chapter leaders were given foundational information for the Leader Academy Capstone Session where they were provided interpersonal skills and techniques to feel confident in leading other volunteers and meeting the needs of the chapter. At the end of the Leadership Academy these leaders possessed the skills and information necessary to decide if a leadership position was right for them.

YEAR: 2010

BAY COLONIES CHAPTER: Employee Learning Week

SUMMARY: The Bay Colonies chapter provided members with tips, resources, and articles about the benefits of learning and ideas on how to celebrate Employee Learning Week.

YEAR: 2010

CENTRAL MISSOURI CHAPTER: Trade-A-Trainer

SUMMARY: The Trade-A-Trainer program is a way for area workplace learning and development professionals to work together to share their talents and resources.

YEAR: 2010

CORPUS CHRISTI CHAPTER: Twentieth Anniversary Celebration

SUMMARY: In conjunction with the chapter’s twentieth anniversary and employee learning week, the board presented the chapter with a permanent record of the chapter’s history which included interviews with past/current chapter presidents. Each interview was focused around each person discussing their presidency, embarrassing or funny moments, and a prediction of what the chapter would look like twenty years into the future.

YEAR: 2010

MID NEW JERSEY CHAPTER: Technology Showcase

SUMMARY: The chapter began the Technology Showcase to provide members information about how technology is being implemented in organizations to improve learning, development, implementation, and evaluation. This event is held annually and has helped publicize the chapter, increase participation at monthly meetings, and has drawn participation from significant corporations to showcase their use of technology in the region.

YEAR: 2010

NORTHERN ROCKIES CHAPTER: Co-Sponsored Networking Event

SUMMARY: The chapter partnered with the local Society for Human Resource Management (SHRM) coaches alliance to host a large networking event which attracted more than 80 attendees. The two hour event included appetizers and drinks, a five to seven minute presentation from the president of each organization and concluded with three rounds of structured networking from members and guests of the three organizations.

YEAR: 2010

LINCOLN CHAPTER: Partnership Plus (Successful Collaboration between ATD-Lincoln and Southeast Community College)

SUMMARY: The chapter established a very successful community partnership with Southeast Community College (SCC) which includes shared advertising of educational event, free venue for monthly programs, and partnership for a large community event held every other year, and much more. This collaborative effort provides for exceptional learning and performance opportunities for professionals in the community through fostering professional growth, encourages educational institutions to provide programs for the preparation and growth of training, and allows the chapters to provide valuable training and development to their membership and the community.

YEAR: 2010

KANSAS CITY CHAPTER: Back-to-Basic Brown Bag Series

SUMMARY: In response to requests from members, Kansas City began hosting a Back-to-Basics (B2B) brown bag training series in February, 2009. Each class provides an hour and half of instruction on a basic training and development skill (e.g., making training more engaging, basics of instructional design, presentation skills, performance consulting, etc.) Classes are taught bi-monthly at various locations around the city, over the lunch hour (11:30am - 1:00pm).

YEAR: 2010

CENTRAL IOWA CHAPTER: 2009 Trio Package

SUMMARY: The chapter packaged all three of their 2009 half-day programs together and offered them as a whole, prepaid package. Members could still select to attend just one program or two if desired, but if they signed up for the package, they received a large discount, as well as additional benefits.

YEAR: 2010

EASTERN PENNSYLVANIA CHAPTER: Event Pricing

SUMMARY: To increase attendance at the chapter's annual conference and other chapter sponsored events, Eastern Pennsylvania extended "member" pricing to members of any ATD local chapter and national members.

YEAR: 2010

UTAH CHAPTER: Conference Planning Guide

SUMMARY: Instead of a hap-hazard approach to conference planning, this guide allows your chapter to pass along knowledge from year to year in order to ensure a successful conference.

YEAR: 2009

RESEARCH TRIANGLE AREA CHAPTER: Giving Back

SUMMARY: The ATD-RTA chapter provided recognition to their members who contributed to the organization throughout the year. As they appreciated the efforts of their members, they also decided to give a little back to the community by conducting a food drive.

YEAR: 2009

CENTRAL OHIO CHAPTER: 2008 Workplace Learning & Performance Conference & Expo

SUMMARY: The Central Ohio chapter held a WLP Conference and Expo to provide value to local area membership and serve as an environment for networking with others in the learning industry. The total turnout of attendees was over 300 WLP professionals.

YEAR: 2009

ORANGE COUNTY CHAPTER: Nails, Knots, and Egg Grenades (Team-building in the Park)

SUMMARY: The Orange County chapter sought to add value to their members investment in the chapter by providing them with unique opportunities for professional development with each learning event. Augusts’ event on team-building was held outside, in a sports park, so that participants could experience the team building activities rather than just hear about them.

YEAR: 2009

GREATER CLEVELAND CHAPTER: Annual Experiences from the Hiring Cycle

SUMMARY: The Greater Cleveland chapter held a professional development program for members and potential members currently in job transition or looking for a career transition into the workplace learning and performance field.

YEAR: 2009

EASTERN PENNSYLVANIA CHAPTER: Podcast – Hosted Interview

SUMMARY: The Eastern Pennsylvania chapter created a podcast on setting up hosted interviews. This shows users how to capture and record quality phone interviews at no or low-cost for chapter event promotion.

YEAR: 2009

LONG ISLAND CHAPTER: CLO Forum

SUMMARY: The Long Island chapter's Chief Learning Officer’s (CLO) Forum was designed to reach out to those senior Learning and Performance Professionals who do not normally attend our monthly meetings. This allows them exposure to ATD, advances our image, targets the topics to them specifically and gains us credibility.

YEAR: 2009

Mentor Programs

CHICAGOLAND CHAPTER: Student Ambassador Program - Bringing New Energy into the Talent Development Profession

SUMMARY: In 2016, the director of university relations focused on creating and developing relationships with colleges and universities that offer degree programs in talent development. Chicagoland began a student ambassador program to embody the goals of bringing new energy into the chapter and develop the next generation of talent development professionals. The program is strategically designed to provide meaningful learning experiences to students, the institutions they attend, and the chapter.

YEAR: 2017

SOUTHEASTERN WISCONSIN CHAPTER: Successful Partnership with United Way

SUMMARY: For the past five years, the Southeastern Wisconsin chapter has successfully partnered with the United Way of Milwaukee to provide volunteer opportunities as well as facilitation, training, and coaching development opportunities to dozens of ATD members. In 2016, 13 chapter members gave their time and talents to the program providing communications and presentation skills development to hundreds of area professionals. This is the chapters longest running and most successful annual partnership program.

YEAR: 2017

SOUTH FLORIDA CHAPTER: STRATEGIC COMMUNITY PARTNERSHIP

SUMMARY: The chapter established and cultivated a relationship with Barry University, a local, private university that has strong Masters and PhD. programs in Organizational Learning and Leadership. Year after year, the chapter helps connect students with many opportunities and expose them to the field, a network of experts and mentors, and practical knowledge. The partnership with the university has grown over the years, and the university now hosts chapter events, acts as a monetary sponsor, supports community outreach panels, manages a mentorship program, and funnels its students to the chapter as volunteers and potential members of the chapter’s board of directors.

YEAR: 2016

NEBRASKA CHAPTER: ASTD Nebraska Mentoring Program

SUMMARY: The Nebraska chapter mentoring program is a structured, yet informal, voluntary program offered to members of ASTD Nebraska. Members have the opportunity to partner with another ASTD member with years of experience in training and development and are supported and guided through their mentor relationship by qualified program coordinators.

YEAR: 2008

Meeting Planning

KANSAS CITY CHAPTER: Using QR Codes on Conference Badges

SUMMARY: Kansas City used a QR code on their conference badges to direct attendees to a conference page on its website. Through Avery, the chapter selected the QR code option at no extra cost when creating and printing badges. The chapter received a lot of positive feedback about the QR codes, created a better conference and learning experience, and increased exposure to the chapter.

YEAR: 2018

KANSAS CITY CHAPTER: Matching Locations to Speakers

SUMMARY: When determining a location for an event, the chapter matches the speaker’s topic with a correlating location to create an experiential learning event. Recently the chapter used a local art museum for a speaker who spoke about visuals in work with PowerPoint and e-learning. The museum provided free access to a photography exhibit. The presenter and attendees toured the exhibit in groups and discussed their takeaways. Typically, chapter meetings have averaged 30-50 attendees, but the chapter saw a boost in attendance to 60 or more at these events, translating to increased revenue and exposure for the chapter as many people brought guests.

YEAR: 2018

DETROIT CHAPTER: Partnerships and Project Management

SUMMARY: In the chapter’s strategic plan they identified the aim to have a larger, signature event. The Board choose to bring in the Disney Institute to promote ATD Detroit’s name to a larger audience in the area and have the opportunity for significant financial gain in potential profit. The chapter partnered with various member and non-member based organizations across all industries as well as the City of Rochester Hills and the Rochester College faculty. Using key documents to guide actions and keep the planning on track--project charter, SWOT analysis, Gantt chart, informal risk plan, marketing plan, informal team skills matrix, project budget spreadsheet – the post event survey stated 90% of attendees felt they could apply what they learned to their professional work and/or personal lives, the program was relevant to their jobs, the facilitators enhanced their engagement in the presentation, and the facilitators ensured learning objectives were met. The chapter received over $7000 in profit, five new memberships and one corporate membership because of the Disney event.

YEAR: 2018

GREATER LAS VEGAS CHAPTER: Preventing a Program Flop

SUMMARY: After the chapter experienced a few program flops, chapter leaders created a process to vet potential speakers with the goal of creating more value for the membership. The board put out a call to chapter members assessing the talent within the chapter and outlining the chapter’s desired topics. The board also developed some programs that did not require a speaker and allowed chapter members to interact and learn from each other, such as “Bring Your Own Energizers” and “Bring Us Your Training and Development Problems.” The chapter instituted a policy of meeting with the upcoming speakers beforehand via WebEx to ensure the program is on target and meets member expectations. Because of this effort, overall attendance, communication, membership, and engagement increased.

YEAR: 2018

CHATTANOOGA CHAPTER: Partnering with a Local Community College’s Culinary Department

SUMMARY: The Chattanooga Area Chapter built a partnership with a dean of the local community college who is also a chapter board member. The dean served as the liaison between the community college and the chapter for students to cater chapter events. Costs to the chapter were minimal as the community college already had costs included in its program budgets. The base cost per person per meal was reduced by 50 percent. In addition to the tangible outcome of cost reductions, the chapter received very positive feedback from its members and provided a way for the culinary students to gain required experience.

YEAR: 2017

CONNECTICUT CHAPTER: Partnership with Red Thread

SUMMARY: The chapter made a connection with a local company, Red Thread, which designs and equips training facilities for optimized learning opportunities. The chapter made a deal to hold its meetings in the showroom, and Red Thread provides beer, wine, and snacks at no cost. A company representative has an opportunity at the beginning of each meeting to introduce the company as the host. The chapter president works with the company liaisons to select the evening meeting dates and coordinate the facility logistics. The location has proven to be convenient and well-liked by the membership.

YEAR: 2017

ROCHESTER CHAPTER: TED Talk Format of Programs to Increase Attendance

SUMMARY: After polling members, the chapter completely restructured its programming to offer one event with smaller, bite-sized presentations with more variety and networking opportunities for attendees. The board recruited volunteers in the chapter as guides and speakers for the event, and hosted the program at a local art gallery. As a result of this effort, the chapter increased event attendance in addition to chapter membership, and created more buzz in the community surrounding the chapter. After the events, the board received great feedback from attendees and gained four new community partners.

YEAR: 2017

FLORIDA SUNCOAST CHAPTER: Speak Easy - Taking the Pain out of the Speaker Selection Process

SUMMARY: The right speaker with the right content delivered the right way to an audience can measurably increase sales, performance, and customer satisfaction while simultaneously improving profits and expanding engagement. For this reason, the chapter created an online speaker proposal form that allowed the chapter to obtain all of the necessary information on a session to properly review, vet, and approve quality speakers. The form resulted in the first speaker who went through the process receiving exemplary marks on the post-meeting survey with a relevant and engaging topic that fell within The ATD Competency Model.

YEAR: 2016

DETROIT CHAPTER: Chapter Meeting Host

SUMMARY: In the past, the chapter president played the role of host at each chapter meeting. The chapter meeting host is charged with reviewing chapter business, introducing the speaker, selecting winners of gift drawings, and providing closing remarks. In order to showcase specific different board member roles to attendees, the chapter chose to rotate this responsibility among each of the board members. By rotating this responsibility, chapter members are exposed to the individual members of the chapter's leadership team, and board members are excited for the opportunity to host a meeting.

YEAR: 2015

CHARLOTTE CHAPTER: Documenting Meeting Presenters

SUMMARY: To better align learning objectives with members' needs, the Charlotte Chapter devised a proposal form for presenters requesting references, presentation topic, title, and goals. Through the form, the board ensures that selected speakers are on track with the chapter's developmental needs, the chapter is meeting competencies the members value, and board members are promoting and marketing the information appropriately.

YEAR: 2014

Certified Professional in Learning and Performance (CPLP)

ROCKY MOUNTAIN & PIEDMONT CHAPTERS: Creating a Sustainable CPLP Virtual Study Group

SUMMARY: The Rocky Mountain and Piedmont chapters developed and executed a CPLP Study Group Model using the Teach-Back Method. Participants were extremely satisfied with the study group model, and included chapter members from four chapters across the United States.

YEAR: 2015

SIERRA NEVADA CHAPTER: CPLP Study Group

SUMMARY: In an effort to create development opportunities for members and local businesses the Sierra Nevada chapter established a CPLP Study Group. The intent was to put together a study group program that was both affordable and valuable for participants.

YEAR: 2010

CENTRAL OHIO CHAPTER: Certified Professional in Learning & Performance (CPLP) Study Group

SUMMARY: The Central Ohio chapter started a program which was designed to increase the awareness and promote CPLP certification within the Central Ohio WLP community. The program falls under Career Planning & Talent Management in the ASTD Competency Model. Through facilitation and coaching by CPLP certified WLP professionals, each session focused on a different topic in the Competency Model to assist participants in preparing for the exam and work product submission.

YEAR: 2009

NEBRASKA CHAPTER: Comprehensive Support System for the CPLP

SUMMARY: The Nebraska chapter developed a CPLP Support Program to help relieve member stress during the certification process. The CPLP Support Program has become a one-stop shop for all information related to certification and re-certification for members. The program offers a new incentive for chapter and national membership, and fresh opportunities for member involvement.

YEAR: 2010

Monthly Meetings

BUFFALO NIAGARA CHAPTER: Monthly Member Webinars

SUMMARY: The chapter found that many members were unable to attend monthly events due to job constraints and the chapter’s redundant use of speakers, and it decided to shift to monthly, recorded webinars for standing meetings. Using webinar technology, the chapter provided a variety of speakers addressing different areas of the ATD Competency Model. Moreover, because the presentations are recorded, the chapter developed a webcast archive for members, increasing the value of membership. Through the change, the chapter gained new members and now provides a wider variety of topics and programming.

YEAR: 2018

PIEDMONT CHAPTER: Road Shows

SUMMARY: The chapter hosts an interactive program, know as a Road Show, where a local company opens its doors and hosts one of the chapter's monthly meeting events. The company shares best practices, stories about overcoming challenges, and processes used use to train its team.

YEAR: 2015

HAWKEYE CHAPTER: Facilitating Program Meetings Across Different Geographic Locations

SUMMARY: Because the chapter supports four different regional locations in Iowa spanning a distance of up to 70 miles between cities but not large enough to support a Geographic Interest Group (GIG), the chapter developed “sites” to hold simultaneous programming. Each location has a "site coordinator" appointed by the board of directors and responsible for working with the VP Programs in facilitating our monthly programs. The chapter meets the same time each month allowing the site coordinator to work with the board to find a location within their city to host the program meeting. Members from that city or surrounding area attend the meeting in their site's host location and participate virtually in the chapter event. Facilitating these events in various locations allows the chapter to deliver the in-person networking opportunities its members desire.

YEAR: 2015

HAWAII CHAPTER: AOE Event Stamp Card

SUMMARY: To support the development of the knowledge and skills that are defined in the Areas of Expertise specified in the ATD Competency Model, the chapter encouraged its members to sharpen their sword in each of these 10 areas by attending at least one event in each area.

YEAR: 2014

ROCKY MOUNTAIN CHAPTER: Past & Future Leaders' Quorum

SUMMARY: With the goal of creating a stronger community among the board, chapter members, and the greater Denver learning community, the Rocky Mountain Chapter developed the Past & Future Leaders' Quorum. Through a collaboration of past and aspiring chapter leaders and the use of brainstorming techniques, including mind-mapping and World Café, the chapter collected ideas for future efforts to build the chapter.

YEAR: 2014

ROCKY MOUNTAIN CHAPTER: Drink & Draw

SUMMARY: The chapter hosts a unique program that highlights visual note taking or graphical illustration that satisfies learners who are both inclined to learning visually, kinesthetically, as well as auditory with verbal step-by-step directions given during the program. A happy hour is provided to foster a relaxed environment allowing participants, who may be more introverted or self-conscious of their artistic ability, to relax, and lower inhibitions and have fun with learning.

YEAR: 2014

ALASKA CHAPTER: GCI eLearning Case Study

SUMMARY: To demonstrate the value of eLearning, the chapter partnered with a local organization, GCI, to present an example of how eLearning can be implemented within a company using tools that are available on the market. The program doubled the chapter's normal attendance rates and resulted in an invite to present at the Alaska SHRM State Conference.

YEAR: 2014

GREATER CHATTANOOGA CHAPTER: Wild Apricot Certificate of Attendance

SUMMARY: The chapter received requests for proof of attendance at monthly meetings for attendees to demonstrate personal/professional growth to their employers. The chapter modified a Wild Apricot template to look like a certificate, which is emailed to all meeting attendees automatically after each event.

YEAR: 2013

SACRAMENTO CHAPTER: Trainer Throw-down

SUMMARY: To re-energize programming, the chapter devised an annual holiday event known as the "Trainer Throw-down." Six trainers were given 12 minutes to present their best material, and one winner was ultimately awarded the title of "Trainer Throw-down Champ."

YEAR: 2013

NEBRASKA CHAPTER: Providing HRCI Credits at Monthly Programs

SUMMARY: To provide certification credit for members and nonmembers and to attract attendance, the chapter began offering HR Certification Institute (HRCI) credit at monthly meetings.

YEAR: 2013

GREATER DETROIT CHAPTER: Joint Event with ISPI

SUMMARY: The chapter partnered with the local chapter of ISPI to put on a training event that would benefit both participating groups. The chapters pooled together their resources to host the event, which led to an increase in membership for both chapters and created the beginnings of a strong partnership.

YEAR: 2013

HAWKEYE CHAPTER: Non-Profit Training (NPT) Day

SUMMARY: The chapter developed a day where non-profit professionals could come attend chapter events for free that were specifically tailored to individuals who work or volunteer for a non-profit organization.

YEAR: 2012

CENTRAL IOWA CHAPTER: Professional Development Marketing Ad

SUMMARY: The chapter developed a marketing campaign to advertise the importance of attending programs.

YEAR: 2012

CASCADIA CHAPTER: Learning Event Punch Card

SUMMARY: The Cascadia Chapter developed a rewards program for chapter member who attend their monthly events. After your fifth punch, you get the next event free.

YEAR: 2012

SOUTHEASTERN VIRGINIA CHAPTER: Career Club

SUMMARY: The Career Club meets on the second Saturday of each month to address topics such as finding federal service jobs, building a resume, helping the interviewer discover your qualifications, and the art of networking. The sessions cover a wide variety of topics to ensure the chapter is meeting the needs of new workplace learning professionals as well as individuals looking for the next opportunity.

YEAR: 2012

GREATER CHATTANOOGA CHAPTER: "If I Were President of ASTD, I would..."

SUMMARY: During a monthly meeting, all participants were asked to take out their business card, turn it over, and write, "If I were President of ASTD, I would...” They were asked to consider and enhancement, improvement, program, etc. they wanted the chapter to consider. At the end of the meeting, the business cards were collected and responses posted to the chapter website.

YEAR: 2010

UPSTATE SOUTH CAROLINA CHAPTER: Expanded Meeting Options

SUMMARY: This SOS describes what to do when your speaker cancels, addressing managing attendee expectations, assisting the speaker, providing g sufficient content, and paving the path to the next local ASTD event.

YEAR: 2010

ALASKA CHAPTER: When a Speaker Cancels

SUMMARY: This SOS describes what to do when your speaker cancels, addressing managing attendee expectations, assisting the speaker, providing g sufficient content, and paving the path to the next local ASTD event.

YEAR: 2008

EMERALD COAST CHAPTER: Attracting Speakers

SUMMARY: To attract high quality speakers on a limited budget, the Emerald Coast Chapter asked local resorts to contribute a night's stay to the speaker.

YEAR: 2007

HAWKEYE CHAPTER: Chapter Meeting Evaluation

SUMMARY: The Iowa Hawkeye chapter created an evaluation that is used at the conclusion of every quarterly chapter meeting to receive feedback from the chapter’s members about the presenter, topic, and overall meeting itself. The feedback helps determine future meeting topics.

YEAR: 2004

Chapter Awards

KANSAS CITY CHAPTER: Chapter Awards Event

SUMMARY: The Kansas City chapter was focused on promoting and recognizing excellence in the field of talent development, but found its processes were coming up short. As a result, the chapter redesigned its award event to meet the needs of its members and celebrate their successes in a way that is better aligned with the chapter's mission.

YEAR: 2015

ORANGE COUNTY CHAPTER: Volunteer of the Month

SUMMARY: The Volunteer of the Month program is dedicated to increasing volunteer engagement. Each month a chapter member who is not on the board is recognized for their volunteer efforts at the monthly learning event and receives a certificate. In addition to the recognition, the recipient's manager is notified of the award and invited to the chapter event.

YEAR: 2013

FORT LAUDERDALE CHAPTER: Champions of Learning Event

SUMMARY: For Employee Learning Week, Fort Lauderdale chapter formed an event committee to implement their biggest event of the year, their Champions of Learning event. They marketed and solicited local companies to submit their best practices incentivizing them with recognition and reward. The chapter recognized all contributions at the event with a framed certificate and they selected and awarded the top three submissions with trophies. The event attracted 160 attendees and resulted in a 12 percent increase in chapter membership the following month.

YEAR: 2008

METRO DC CHAPTER: Megamixer

SUMMARY: This SOS provides information about an event where the Metro DC Chapter gathered more than 175 workplace learning and performance individuals from multiple organizations, increasing exposure, membership, and raising money.

YEAR: 2008

METRO DC CHAPTER: Volunteer Recognition and Fundraiser

SUMMARY: This SOS discusses how the Metro DC Chapter hosted a Volunteer Recognition & Fundraising Dinner to recognize the great volunteering efforts and raise money for the Washington DC Capital Area Food Bank.

YEAR: 2008

GREATER BIRMINGHAM CHAPTER: Birmingham TechMixer EXPO 2008

SUMMARY: In an effort to recruit members in the technology industry, the Greater Birmingham Chapter had a booth where their VP of communication, VP of marketing, and President provided information to technology professionals about their chapter. The chapter emphasized the importance of communication in a professional environment and how their ATD chapter provides workshops and programs on these subjects, as well as many other that will assist them in their professional career.

YEAR: 2008

HOUSTON CHAPTER: Volunteer Summit

SUMMARY: The Houston chapter's Volunteer Summit is an annual event that helps to promote the value of the ATD Houston chapter through increased membership and volunteerism.

YEAR: 2008

CASCADIA CHAPTER: Co-Sponsor Agreement

SUMMARY: The Cascadia chapter's Co-Sponsor Agreement SOS outlines the roles/responsibilities and associated accountability for any programs sponsored with other organizations.

YEAR: 2008

CHARLOTTE CHAPTER: Day of Learning

SUMMARY: The Charlotte chapter's Day of Learning is a one-day conference with multiple tracks and is the main event of the chapter's Employee Learning Week activities. Its purpose is to provide advanced learning practitioners with a local, high quality professional development opportunity.

YEAR: 2008

NEBRASKA CHAPTER: Request for Proposal

SUMMARY: The Nebraska chapter strategically plans programs in advance with content that matches the ATD competencies and as a result, gained credible speakers.

YEAR: 2008

CHICAGOLAND CHAPTER: Redesign of Chapter HRDI Program and Alignment with ATD Competency Model

SUMMARY: The popularity of Chicagoland chapter’s once successful Human Resource Development Institute (HRDI) began to diminish as the materials and content became outdated. The chapter felt that the value to attendees and the training community was still high. By working with local universities, the chapter redesigned the HRDI to a Workplace Learning and Performance Institute and aligned the program with the ATD Competency Model.

YEAR: 2007

GREATER CLEVELAND AND NORTHEAST OHIO CHAPTERS: Employee Learning Week

SUMMARY: The Greater Cleveland and Northeast Ohio chapters developed a joint effort to promote ELW, including an online forum and joint programming for chapter members. Participants received “ELW Toolkits” and gift bags from the chapters. The joint effort increased community awareness of ELW.

YEAR: 2007

KANSAS CITY CHAPTER: Annual Awards Banquet: Automating the Process

SUMMARY: The Kansas City Chapter created a nomination and evaluation process for the annual Best Practice Awards that can be completed entirely via the web and email distribution. Automating the process resulted in an increased number of award nominations, additional committee members volunteering to evaluate nominations, and a time savings of approximately three hours per committee member.

YEAR: 2006

LINCOLN CHAPTER: The Disney Keys to Excellence

SUMMARY: The Lincoln chapter coordinated a third, community-wide, professional development opportunity stretching their boundaries to pull regional interest for the event. This resulted in an attendance of 300 professionals, with a net profit of over $25,000 for their chapter. Through this process the chapter became a benchmark for other ASTD chapters looking to bring in the Disney Keys to Excellence Program.

YEAR: 2006

ALASKA CHAPTER: The Book Talk Series

SUMMARY: The Alaska chapter scheduled a “Book Talk Series” once each quarter at a local bookstore.

YEAR: 2006

NEBRASKA CHAPTER: Red Carpet Affair: A PR and Recognition Event

SUMMARY: This SOS describes how ATD Nebraska celebrates its 50th anniversary with an Awards Banquet that honors their past, recognizes their present, and looks toward their future.

YEAR: 2006

NORTH LOUISIANA CHAPTER: Management Insights Program

SUMMARY: The North Louisiana chapter developed the “Management Insights Program” to increase the awareness of ATD and its mission in their business community and to grow their chapter membership.

YEAR: 2006

PUGET SOUND CHAPTER: Future of Training Conference

SUMMARY: The Puget Sound chapter held a day-long conference focusing on emerging problems and solutions in the training field, attracting 152 attendees and speakers.

YEAR: 2006

CENTRAL IOWA CHAPTER: Event Planner Matrix

SUMMARY: The Central Iowa chapter developed a “16-Month Event Schedule to improve alignment & coordination of chapter events by integrating event topic selection, planning, and execution across these several key chapter committees.

YEAR: 2006

LAS VEGAS CHAPTER: Tribute to Learning Awards Program

SUMMARY: The Las Vegas chapter hosts the “Tribute to Learning Awards,” an annual event that includes best practices in the Southern Nevada training and development field.

YEAR: 2006

SAN ANTONIO CHAPTER: Organizer for eLearning Lunch and Learn

SUMMARY: The San Antonio chapter's eLearning Lunch & Learn programs provide a forum for learning and sharing knowledge of the use of technology in education and training.

YEAR: 2005

SAN ANTONIO CHAPTER: Organization of the Year Award

SUMMARY: The San Antonio chapter developed an “Organization of the Year” Award to recognize local organizations that have at least one employee who is a member of the local chapter.

YEAR: 2005

LINCOLN CHAPTER: Plan. Brief. Execute. Debrief. = Win! A Fighter Pilot's Secret to Business Success

SUMMARY: The Lincoln chapter hosted an event entitled “Plan. Brief. Execute. Debrief. = Win! A Fighter Pilot's Secret to Business Success” with Afterburner.

YEAR: 2005

Finance

Financial Management

BATON ROUGE CHAPTER: Integrated Payment Processes
SUMMARY: To improve the speed and efficiency of preparing the monthly financials, the chapter implemented Paymentech. The new financial processing system not only reduced the time to complete monthly financials, but provided a means for all financial systems to communicate electronically with one another, allowing for a simplified process of managing chapter financials and monthly reconciliations. Additionally, the implementation of Paymentech created an easier and more efficient way for members to access chapter services through a one-step login for registration and payment services. While chapter operations improved and board meeting preparation time decreased, members also benefited from the increased timeliness of charges and refunds when needed.

YEAR: 2018

BATON ROUGE CHAPTER: Monthly Financial Reporting

SUMMARY: The Baton Rouge Chapter created a process to summarize and report chapter financial activities monthly for better reporting at board meetings. The ability to easily gauge progress made on the annual budget is key to effective and responsible management of chapter financial resources. The format used allows the board to review an overview of the budget monthly, provides an easy to understand breakdown of income and expenses, and makes note of the original budget drafted at the beginning of the calendar year to support chapter initiatives. The easy-to-read financial report helps the board stay on budget, provides an increased awareness of the state of chapter funds, and helps the board make responsible and informed decisions.

YEAR: 2017

PUERTO RICO CHAPTER: Establishing an Operational Budget

SUMMARY: An operational budget was established to help set realistic programming goals and avoid unexpected financial crises. The excel template has categories that relate to CARE. This system created an easy process for chapter leaders to be able to create an annual report for the chapter website, which will provide transparency of chapter spending and comply with tax, audit, and financial review requirements.

YEAR: 2017

PITTSBURGH CHAPTER: Financial Audit Through Universities

SUMMARY: The chapter reached out to a local university MBA program to have graduate students conduct a financial audit of chapter records. The students went through all of the chapter’s receipts, bank records, credit card statements, etc. Under the supervision of their professor, an accountant, the students performed a review and presentation of their findings to the chapter’s board. Not only was the chapter able to achieve one of their goals at no cost to the chapter, but the students were excited to receive “real world” experience.

YEAR: 2016

NEBRASKA CHAPTER: Transparent Budget Reports

SUMMARY: The chapter board desired to increase its business acumen and develop solid, reputable business processes to govern the chapter. Prior to these reports, chapter budgeting was performed by copying the estimate from the previous year. For the 2015 budget, the board broke down chapter expenses into individual categories and added groupings for clarification. Having the board understand the financial aspects of running the chapter has increased awareness of the use of chapter funds and increased the ease in financial decision-making.

YEAR: 2015

ROCKY MOUNTAIN CHAPTER: Finding a VP Finance/Treasurer

SUMMARY: The chapter found it challenging to fill the role of VP Finance/Treasurer among its membership. As a result, the chapter contacted the local association of CPAs to find an experienced finance professional, who had experience supporting adult learning organizations, to sign on to the position. The chapter found that having a board member with deep financial knowledge and experience has enabled it to create better financial reporting allowing the chapter to not only maintain but build upon its stable financial foundation.

YEAR: 2014

PUGET SOUND CHAPTER: Chapter Financial Management

SUMMARY: The chapter shared best practices on how they successfully manage chapter finances and distribute that information to their board members. The chapter also addressed the importance of educating board members about prudent financial management.

YEAR: 2012

CASCADIA CHAPTER: Event Budget Form

SUMMARY: The Cascadia Chapter put together a budget form that they use when planning all their events and meetings.

YEAR: 2012

KANSAS CITY CHAPTER: Event Budget Tool

SUMMARY: Budgeting and finance seemed to be an area in which board members needed assistance in so the chapter created a simple tool that could be used as the basis for budgeting seminars, conferences, and other special events by the chapter.

YEAR: 2010

CENTRAL IOWA CHAPTER: Chapter Budget Planning

SUMMARY: The Central Iowa chapter developed tools to assist with both budget planning and monthly financial reporting – with both processes becoming more efficient as a result of this linkage.

YEAR: 2007

CENTRAL IOWA CHAPTER: Maximizing Chapter Finances

SUMMARY: The Central Iowa Chapter developed a process to "put their reserves funds" to work.

YEAR: 2006

Sponsorship

METRO DC CHAPTER: Partnership Model

SUMMARY: The Metro DC Chapter created a partnership model that provides a framework to help the chapter become efficient and proactive at establishing partnerships and leveraging the chapter’s power to support its goals. The chapter also created a procedural document and agreement template that helped it quickly implement this model. As a result, the chapter has three confirmed partnerships and raised $6,000 in 2017 to support chapter goals.

YEAR: 2018

PIKES PEAK CHAPTER: Process for Sponsorship/Partnership

SUMMARY: The chapter designed and implemented a process to increase sponsorships and partnerships. The board felt that developing relationships within the community would lead to increased visibility in the community and enhance the chapter’s overall success. As a result of the chapter’s focus on these relationships, the chapter acquired three sponsors, seven partnerships, and $900 in financial gains.

YEAR: 2016

SOUTH FLORIDA CHAPTER: Conference Sponsorships

SUMMARY: In order to offer its members and the South Florida community a robust, full-day conference, the chapter found sponsorship revenue essential. The chapter formed an ad hoc committee to plan and coordinate the conference with a goal to break even. The committee used a “prospect list” that the chapter has maintained for several years, and divided the list to reach out to as many vendors and learning organizations as possible. With a goal of $6,000 in sponsorship revenue the chapter exceeded this goal by obtaining a record of 12 sponsors for $11,000, not including sponsors who donated AV equipment, promotional giveaways, and raffle prizes. Because the chapter surpassed its goal, it was able to spend more than budgeted to provide additional giveaways and speaker gifts while still making a profit of $5,000 on the event.

YEAR: 2016

CENTRAL OHIO CHAPTER: Annual WLP Conference Sponsorship Drive

SUMMARY: The Central Ohio Chapter put together an incentive program to increase volunteer engagement and sponsorships for their annual Workplace Learning Professionals conference. The multi-tiered incentive program provided the chapter with a mechanism to reward volunteers based on the number, and total amount, of sponsorships he or she was able to secure in advance of the conference.

YEAR: 2012

GREATER ATLANTA CHAPTER: Sponsorship Sales

SUMMARY: The Greater Atlanta Chapter has increased sponsorship and advertising sales in support of its programs by outsourcing the sales portion of sponsorships to a specialized agency. This enables the chapter leaders to concentrate on delivering the service, branding, marketing for membership growth, and marketing programs for attendance. The salesperson works under the board’s supervision using approved materials. The contracted individual follows ATD branding guidelines and ensures the board approves everything first. Sales increased from $2,500 to $26,000.

YEAR: 2012

Record Keeping

VALLEYS OF VIRGINIA CHAPTER: Recovery From Loss of Nonprofit Status

SUMMARY: After losing its tax-exempt status in 2010 for failure to file its taxes for three consecutive years, the chapter succeeded in reinstating this status with the IRS five years later. Through the process, the chapter learned the importance of transparency, documentation, and accurate financial reporting. With perseverance and diligence, the chapter’s 2014 and 2015 boards put the chapter back on the right track.

YEAR: 2016

CASCADIA CHAPTER: Internal Review

SUMMARY: The Cascadia Chapter designed internal review templates to ensure that the internal financial review process is consistent and key financial issues are addressed in a timely manner to maintain a financially sound chapter.

YEAR: 2008