Chapter Toolkits

Chapter Toolkits

Toolkits

ATD provides chapter leaders with information in the form of Toolkits. Chapter leaders who are responsible for that functional area should use these resources to support chapter development.

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Toolkit Topic

Toolkit Topic

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Toolkit Description

Toolkit Description

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Annual Membership Survey Job Aid

Annual Membership Survey Job Aid

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Use the membership survey template to help develop and administer an annual survey.

Use the membership survey template to help develop and administer an annual survey.

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Area Chapter Leaders Conference Toolkit

Area Chapter Leaders Conference Toolkit

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Provides information on how to outline the full life-cycle process of bringing chapter leaders for a day of networking and best practice sharing.

Provides information on how to outline the full life-cycle process of bringing chapter leaders for a day of networking and best practice sharing.

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ATD Certification Toolkit

ATD Certification Toolkit

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Serves as a guide for chapters to support CPTD and APTD certifications and enhance chapter membership value. Access Chapter Resources for the Talent Development Capability Model here.

Serves as a guide for chapters to support CPTD and APTD certifications and enhance chapter membership value. Access Chapter Resources for the Talent Development Capability Model here.

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Chapter Finance Toolkit

Chapter Finance Toolkit

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Designed as a resource for a chapter finance officer, provides important inform

Designed as a resource for a chapter finance officer, provides important inform

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DEI Toolkit

DEI Toolkit

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Developed to assist ATD Chapter Leaders in discovering ways to incorporate DEI in all aspects of chapter operations.

Developed to assist ATD Chapter Leaders in discovering ways to incorporate DEI in all aspects of chapter operations.

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990 Filing Information

990 Filing Information

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The guide provides information on filing a 990 or 990-N for the chapter.

The guide provides information on filing a 990 or 990-N for the chapter.

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Chapter Interest Group Toolkit

Chapter Interest Group Toolkit

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Provides a guide on how to establish special interest groups (SIGs) and geographic interest groups (GIGs) within your chapter as well as manuals, samples, and best practices from your fellow chapters.

Provides a guide on how to establish special interest groups (SIGs) and geographic interest groups (GIGs) within your chapter as well as manuals, samples, and best practices from your fellow chapters.

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Chapter Risk Assessment Guide

Chapter Risk Assessment Guide

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Designed to be used by chapter board members to evaluate risk and determine strategies for mitigation.

Designed to be used by chapter board members to evaluate risk and determine strategies for mitigation.

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Chapter Incentive Program (ChIP) Toolkit

Chapter Incentive Program (ChIP) Toolkit

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Includes templates, marketing messages, materials, and best practices to help chapters maximize ChIP revenue potential.

Includes templates, marketing messages, materials, and best practices to help chapters maximize ChIP revenue potential.

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Chapter Communications Toolkit

Chapter Communications Toolkit

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Provides templates and examples for chapters to develop an annual communications plan and associated communications materials.

Provides templates and examples for chapters to develop an annual communications plan and associated communications materials.

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Developing a Chapter Awards Program Toolkit

Developing a Chapter Awards Program Toolkit

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Assists chapters in development and implementation of an awards and recognition program.

Assists chapters in development and implementation of an awards and recognition program.

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Education/Chapters Partnership Program Toolkit

Education/Chapters Partnership Program Toolkit

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Helps chapters to maximize the benefits of the ATD Education/Chapter Partnership Program. Your chapter can earn money through Chapter Incentive Program (ChIP) commissions and revenue sharing as well as receive complimentary program registrations by promoting ATD programs to the local community and chapter members.

Helps chapters to maximize the benefits of the ATD Education/Chapter Partnership Program. Your chapter can earn money through Chapter Incentive Program (ChIP) commissions and revenue sharing as well as receive complimentary program registrations by promoting ATD programs to the local community and chapter members.

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Employee Learning Week Toolkit

Employee Learning Week Toolkit

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Provides resources to help chapters recognize ELW through media talking points, best practices, and proclamation letter samples.

Provides resources to help chapters recognize ELW through media talking points, best practices, and proclamation letter samples.

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Engaging Students and New Professionals

Engaging Students and New Professionals

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Provides recommendations and suggested resources to help chapters reach out to students, local higher education institutions, and new professionals.

Provides recommendations and suggested resources to help chapters reach out to students, local higher education institutions, and new professionals.

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First 90 Days Chapter Leader Guide

First 90 Days Chapter Leader Guide

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This guide is intended to support your leadership journey to ensure chapter success.

This guide is intended to support your leadership journey to ensure chapter success.

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Incorporation Information

Incorporation Information

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Incorporation helps to protect board members from liability arising from acts of the organization or its officers, board, or staff. This document provides an over of the benefits and disadvantages of incorporation as well as information on applying for nonprofit incorporation.

Incorporation helps to protect board members from liability arising from acts of the organization or its officers, board, or staff. This document provides an over of the benefits and disadvantages of incorporation as well as information on applying for nonprofit incorporation.

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Maximize Chapter Value While Minimizing Costs

Maximize Chapter Value While Minimizing Costs

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Provides tips to help chapters to remain relevant, cut costs, and attract and retain their members to not only survive, but thrive in any economic climate.

Provides tips to help chapters to remain relevant, cut costs, and attract and retain their members to not only survive, but thrive in any economic climate.

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Onboarding Toolkit

Onboarding Toolkit

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Utilize this toolkit to create an onboarding program that orients incoming board members to their roles, educates them about responsibilities, and expectations, and familiarizes them with the structure and culture of the chapter.

Utilize this toolkit to create an onboarding program that orients incoming board members to their roles, educates them about responsibilities, and expectations, and familiarizes them with the structure and culture of the chapter.

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Succession Planning Toolkit

Succession Planning Toolkit

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The Succession Planning Toolkit has been created to help your chapter evaluate its future leadership and talent needs, identify individuals who can potentially satisfy those needs, and prepare an individual for her eventual role as a leader. This toolkit will help your chapter to develop the bench strength needed to ensure that there are qualified people to pick up the ball when a board member leaves.

The Succession Planning Toolkit has been created to help your chapter evaluate its future leadership and talent needs, identify individuals who can potentially satisfy those needs, and prepare an individual for her eventual role as a leader. This toolkit will help your chapter to develop the bench strength needed to ensure that there are qualified people to pick up the ball when a board member leaves.

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