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Chapter Leader Community (CLC)
Section Map
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.

View the Chapter Leader Community Resources at a glance.

Toolkit Topic
Toolkit Description
Annual Membership Survey Job Aid Use the membership survey template to help develop and administer an annual survey.
Area Chapter Leaders Conference Toolkit Provides information on how to outline the full life-cycle process of bringing chapter leaders together for a day of networking and best practice sharing.
Chapter Advocacy Toolkit Provides guidelines for advocacy campaigns, tips on how to communicate effectively with policymakers, and links to track legislation online. Also includes sample documents and tools to assist chapters in playing an advocacy role.
Chapter Finance Toolkit Designed as a resource for a chapter finance officer, provides important information and advice on typical CFO responsibilities.
990 Filing Information The job aid provides information on filing a 990 or 990-N for the chapter.
Chapter Interest Group Toolkit 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.
Chapter Risk Assessment Guide Designed to be used by chapter board members to evaluate risk and determine strategies for mitigation.
Chapter Incentive Program (ChIP) Toolkit Includes templates, marketing messages, materials, and best practices to help chapters maximize ChIP revenue potential.
Chapter Communications Toolkit Provides templates and examples for chapters to develop an annual communications plan and
associated communications materials.
CPLP Toolkit Serves as a guide for chapters to support CPLP and enhance chapter membership value; compiled from the research and commitment of chapter leaders across the country, doing amazing things to leverage CPLP and grow their chapters
Developing a Chapter Awards Program Toolkit Assists chapters in the development and implementation of an awards and recognition program.
Education/Chapters Partnership Program Toolkit  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.
Employee Learning Week Toolkit Provides resources to help chapters recognize ELW through media talking points, best practices, and proclamation letter samples.
Engaging Students and New Professionals Provides recommendations and suggested resources to help chapters reach out to students, local higher education institutions, and new professionals.
Group Tax Exemption Information Information on the benefits of participating in ATD Group Tax Exemption as well as how to apply for inclusion.
Incorporation Information 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.
Maximize Chapter Value While Minimizing Costs 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.
Public Policy Toolkit This toolkit provides you with resources and best practices for engaging with public policy makers and partaking in advocacy initiatives.
Succession Planning Toolkit

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.

Looking for a quick review of best practices? Review the Succession Planning Quick Reference Guide.

Working With Vendors Toolkit Provides a walk-through of the process of selecting and working with vendors, ideas and templates for working with sponsors, exhibitors, advertisers, and speakers.
Unlocking the Talent Development Framework
Talent development professionals build the knowledge, skills, and abilities of others and help them develop and achieve their potential so that the organizations they work for can succeed. In today’s knowledge economy, organizations need talent development functions that can support the unique competency needs of their businesses. Learn more, and access resources to share more about the framework with chapter members.