ARMA International 2009 Region Leadership ARMA HQ and Your Chapter: Resources for Success.

ARMA International

2009 Region Leadership

ARMA HQ and Your Chapter: Resources for Success

What we’ll cover

• Overview of ARMA International

• Member Services Communications

• Association Management System

• New Chapter Operations e-Handbook

• Leadership Development

• Overview of new Chapter Awards and Awards Recognition at Conference

• Future resources being developed

ARMA Structure and Governing Documents

IRS - 501(c)(6)• ARMA International, its chapters and regions are

not exempt from paying sales tax.  ARMA and all chapters/regions are not-for-profit organizations; as such, they are liable for paying state/local sales tax.  ARMA is NOT considered a non-profit organization, which would be exempt from paying sales tax on any purchases (for example:  Red Cross is a non-profit thus do not have to pay sales tax).

“Not-for-Profit”What does it mean?

• The primary goal of the organization is to fulfill the needs of its members, rather than produce profits for owner/investors. It does not mean the organization should not make a profit. It can and should produce a surplus of revenues over expenses – the surpluses must be used to enhance the position of the organization and its mission.

ARMA and its Chapters and Regions:

• Chapter is a “subsidiary” of ARMA Int’l – issued a charter by ARMA

• More than 11,000 members worldwide• 11 Regions (9 North America)

– Region Managers– Region Coordinators– Treasurers

• 120 Chapters– Chapter Board/Officers (top 4 required)– Committees, task forces, etc– Members

Categories of Members

• Basic Member (ARMA $175*)

• Student (ARMA $25)

• Retired (ARMA $25)

• Honorary (ARMA $0)

* All dues stated in U.S. Dollars

New ARMA Member Category

Provisional Member

One time, 6-month trial membership; no charge; offered with qualifying purchase determined by HQ; renews into Basic Member; Chapter membership not included, however will be marketing to for chapter and other offerings. Must not have been an ARMA member for five years.

Insurance and Taxes– Insurance implications

• Covered under ARMA General Liability up to $1 mill per occurrence (Chapters and Regions)

• Directors and Officers Liability (Regions only)• Willis HRS Broker (new contact info)

– Barbara Henry, [email protected]– (800) 258-9099 / +1 785-865-3358

– Tax implications• Form 990 – filed with ARMA’s group tax return

Communications– Chapter Connections– New/Terminating Member E-mails

• New members, lapsing members • Be sure your server will receive message

from armaintl.org exchange

New Association Management System!!

• Ability to join Chapter mid-year online

• Easy and pro-active Chapter selection process when joining ARMA online

Chapter Operations e-Handbookwww.arma.org/leadership

– Newly revised– Updated in real time– Chapter operations resources, forms,

templates– Leadership Academy– Reports

Leadership Academy

• Online Courses– “Personal Leadership Skills”

• 11 online modules• 30-45 minutes per module• Quiz at end of each module – 80% to pass• 6.5 ICRM credits pre-approved• Who in your region has completed courses?

– Check the e-Handbook!

– “Personal Business Skills”• Next level of online courses – To be announced

– www.arma.org/leadership• Login = Member i.d. number• Password = ARMA

Leadership Academy

• 2009 Region Leadership Conferences• “Building Leadership Momentum: Putting Strategic

Planning to Work”• Dale Mask, Alliance Training and Consulting

• 2009 ARMA Conference in Orlando• “Project Management for the Occasional Project

Manager”• Tuesday, October 13, 2009• 8:00 to 3:00 p.m.

NO COST for ARMA Leadership!!

• Not ICRM pre-approved

2009 Conference Leadership Meetings– Tuesday, October 13, 2009

• “Project Management for the Occasional Project Manager”• 8:00 a.m. to 3:00 p.m.• RSVP required – Watch for email announcements

– not ICRM pre-approved

– Wednesday, October 14, 2009• 11:30 – 1:00 p.m. Chapter Awards Luncheon• 1:00 – 5:00 p.m. ARMA/Region/Chapter specific sessions• 5:00 to 6:30 p.m. Region receptions/networking• 6:30 p.m. Young Professional Networking event

– All events at the Orlando World Center Marriott

Grants/ Financial Support– Leadership Training Grant

• Two per region, apply in Spring

• $400 subsidizes travel to attend summer Region Leadership meeting

– Chapter Speaker Grant• $500 to help defray cost of quality speaker at Chapter

meeting/seminar

• 25 per fiscal year – ongoing throughout year– Applications in handouts

– Education Session Monitor (ARMA Conference)• Complimentary Conference Registration

– Applications available at arma.org/leadership

Awards ProgramNew Chapter Awards - Recognized in 2010

• Chapter Participation Award

• Chapter Leader of the Year Award

• Innovation Award

• Membership Recruitment Award

• Chapter Merit Award

New Awards Recognition Program

this year at the 2009 Conference

New Chapter Awards

• Chapter Participation Award– Member attendance at Meetings/events– Participation on the Board

• Chapter Leader of the Year Award– Outstanding chapter Board member; similar to

Chapter Member of the Year, only for Board– Contributions to the chapter, region, and/or ARMA

International– Supports and promotes ARMA International

objectives

New Chapter Awards

• Chapter Innovation Award– Innovative approach to a chapter operation

• Ex: approach to increasing membership, improving Board participation, attaining high quality speakers

• Membership Recruitment Award– Greatest increase in membership vs. previous

year– All chapters automatically entered

New Chapter Awards

• Chapter Merit Award– Recognizes chapters that have actively

participated in projects and programs at ARMA International

• Ex: Submitted forms on time; applied for HQ Grants; leadership attended Leadership Day at Conference; Leadership completed the online leadership academy courses, etc.

Current Chapter Awards

• Chapter Website of the Year

• Region Website of the Year

• Chapter Newsletter of the Year

• Special Project Award

• Chapter of the Year (new application process)

• Chapter Member of the Year• ************************************************

• Company of Fellows; Distinguished Service; Britt Literary; Zanotti; Cobalt

Awards Recognition at Conference• Chapter Awards Luncheon – Oct 14

– Ticket/rsvp $20– 11:30 to 1:00 p.m. – prior to Region and Chapter

leadership sessions– Presentation of Chapter –related awards

• Opening General Session – Oct 15Announcement of Fellows, Distinguished Service, Britt Literary, Zanotti and Cobalt

• Awards Reception – Oct 16– No charge to attend

Honoring ALL Awards recipients

Spring Recruitment Campaign• Chapter prospect lists

– 2,000+ prospects from chapters in 2009!– 4,000+ from ARMA database and previous

chapter submissions -- total mailing 6,000+– May1 through August 1 new members to ARMA

and Chapter -- $$ rewards!

• Direct Mail Campaign– Two post cards, One letter

• Annual event

Marketing Your Chapter

• Refer to e-Handbook website at www.arma.org/leadership– Online webinar

• SWOT analysis• Talking the talk• Building your prospect list• Goals• Branding and logos

Future Development• Online real time report generation

• Hardship payment option for members

• Further Development of Education/Speaker Database

• Chapter/Region Website Services– Hosting/Content Management– Event Registration tools– Fall of 2009

• Chapter supply/gift online store

Who to Contact in Member Services

Tom Killam, Director, [email protected]; 888-299-4319

– Region and Chapter questions; Leadership development and training; – strategic and succession planning; HQ/Region/Chapter inquiries

Trevor Mitchell, Sr. Mgr, [email protected]; 888-298-7376

– Chapter Operations; Roster concerns; Chapter leadership concerns– Bylaws, chapter organizational questions– Chapter Escrow – Awards program

Bob Reinsch, Coordinator, [email protected]; 888-299-7719

– Individual member concerns, dues payments, membership data issues for specific individual

– Questions about missing members on rosters

Complete HQ staff listing in handouts

Thank you!