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chapters

Templates and Tools

Complete resource kits designed to help IABC leaders manage their chapters and regions easily and effectively.

Building Strong Foundations: Guidelines for Chartering IABC Chapters

Our Purpose

  • To increase the success rate of new chapters by building strong foundations before granting charters. Success will be defined as sustained growth in chapter membership, funds and/or services.
  • To support the leaders who are building the chapter.
  • To shorten new chapter development cycles, bringing the chapter to a position of strength in two years.
  • To bring consistency to the chapter formation process, reducing the risk of failure, leader frustration and the potential drain on IABC and regional resources (time and money).
  • To increase IABC success by building strong chapters all around the world.

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The Process

There will be three phases of growth for a new chapter:

Step One: Identify a potential new chapter

  • Criterion: Checklist must be completed
  • Number of members: At least 10
  • Time frame: Indefinite

Step Two: Developmental chapter status

  • Criterion: Checklist must be completed
  • Number of members: At least 15 by completion
  • Time frame: Within two years

Step Three: Charter as a chapter affiliated with IABC

  • Time frame: Upon successful completion of the developmental chapter checklist (step two) and approval by the regional board and the IABC executive board

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Step One: Identify a Potential New Chapter

Number of members: At least 10
Time frame: Indefinite

Step One Checklist

Date Completed

1. We have at least 10 potential members committed to building a chapter and growing with it.

 

2. We have reviewed our market:

a. We have researched our IABC members-at-large in the area and all have been contacted to join us.

 

b. We know the history of any previous chapter development attempts.

 

c. We have contacted local organizations and established that there are potential members for continued chapter growth.

 

d. We have researched the potential members enough to know that there will be a mix of communicators in our chapter (different industries, levels of experience, areas of expertise, multicultural backgrounds, etc.

 

e. We have identified the existing communication organizations in our area and know what they offer.

 

f. We do not trespass on the area of an existing IABC chapter per our regional evaluation. (As a last resort, prospective and existing chapters present cases to the IABC executive board for resolution.)

 

3. We have tentatively identified our leaders:

a. President

 

b. Executive Vice-President / President-Elect

 

c. Membership Development / Marketing

 

d. Professional Development

 

e. Communication

 

f. Finance and Administration

 

4. Our board and interested chapter members are ready to meet with an IABC district/regional or international executive board member to lay our foundations as a Developmental Chapter We will discuss:

a. Orientation to IABC.

 

b. What members will want and leaders will need to deliver in the next two years as a developmental chapter.

 

5. We have met with our regional or international executive board member.

 

6. After being oriented to IABC and assessing our future needs, we have established our leadership:

a. We have agreed upon our job descriptions.

 

b. We have established our operation year to coincide with IABC and regional boards.

 

c. Each board member has agreed to serve for one term.

 

d. The executive vice president/president-elect intends to succeed the president.

 

e. We each have our employer’s support of our commitment.

 

f. We have identified our senior delegate.

 

g. Our senior delegate and/or president will attend at least one regional and one international leadership meeting each year.

 

h. We have the consensus of our membership.

 

i. We understand IABC goals and will actively work to support them.

 

7. We have been approved by the IABC executive board as a developmental chapter.

 

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Step Two: Developmental Chapter Status

Number of members: At least 15 by completion
Time frame: Successful completion of the Step Two checklist or two years, whichever is longer

Step Two Checklist

Date Completed

During the first month:

1. We have named our chapter (IABC is in the name).

 

2. We have discussed our dues amount with our regional director and IABC headquarters and researched comparable existing IABC chapters. We have established our chapter dues:

International:

$___________

Region:

$___________

Chapter:

$___________

Total:

$___________

* Please consult the IABC International office before establishing dues amounts.

 

3. All those affiliated with the chapter are paying the total dues amount.

 

4. We have established our membership and dues roster.

 

5. We have sent the roster and dues amount to IABC headquarters (IABC will invoice members), registering us as a developmental chapter.

 

6. We have sent the board members’ names, titles and addresses to our regional director and IABC headquarters.

 

7. We have sought out resources that will help us lead our chapter:

a. IABC Standard Operating Procedures

 

b. IABC Board Orientation Program

 

c. IABC Blueprints: case studies from award-winning chapters

 

d. IABC membership operating package and recruiting materials

 

e. IABC Financial Management Guide

 

f. IABC bylaws and policy manual

 

g. Regional bylaws and policy manual

 

h. Other assistance from regional officers and the IABC executive board and headquarters staff

 

8. We have announced our first chapter meeting.

 

9. We have established our meeting dates and strategies for future meetings.

 

During the first three months:

1. We have our written marketing plan outline (use the guidelines at the bottom of this page to develop your plan):

a. Statement of purpose for the chapter

 

b. List of target organizations/audiences for potential new members

 

c. List of target organizations/audiences for promotion efforts

 

d. Brief summary of other communication organizations with which we compete for members and/or with which we can form alliances

 

e. Elements of our communication program

 

f. Elements of our professional development program

 

g. Our pricing philosophy:

  • Different costs for members and non-members

 

  • Which programs are profit centers? Which break even? Which operate at a loss?

 

h. Elements of our membership recruiting program

 

i. A basic budget

 

2. We have called for assistance and/or shared ideas with our regional officers, board members of nearby chapters, chapters of our size and age, and IABC world headquarters staff.

 

During the first six months:

1. We have established a membership recruiting program that will ensure that we have at least 15 members after two years as a developmental chapter.

 

2. We are holding chapter meetings and publicizing them.

 

3. We have identified successors for each board member and have their commitment to serve next year. These include new and returning board members.

 

4. Our senior delegate and/or president will attend at least one regional and one IABC international leadership meeting this year.

 

During the first 12 months:

1. We have researched—formally or informally—the needs of our existing and target members.

 

2. We have planned our chapter meetings/professional development events according to our PD plan and member needs research, have them scheduled several months in advance, and are publicizing them according to our communication plan.

 

3. We have talked to our regional officers and to IABC headquarters staff about financial management and planning. We have:

a. Projected our income and liabilities.

 

b. Reviewed our dues amount and adjusted our dues level, if warranted.

 

c. Developed policies for sponsorships and underwriting.

 

d. Researched the IABC group IRS tax exemption (U.S. chapters only) and are set up to file after we are chartered.

 

4. We have an ongoing membership recruiting program that is achieving targeted membership levels.

 

5. We have created chapter bylaws using IABC model chapter bylaws.

 

6. We have written job descriptions that are available to our successors.

 

7. We have invited a regional officer, IABC international executive board member or headquarters staff to join us for our one-year review and planning session.

 

8. We have held a one-year review session with incoming and outgoing board members, and have set new goals for the coming year.

 

By the end of the second year:

1. We have established a budgeting process so that our financial picture and balance sheet are part of our ongoing chapter management.

 

2. We have established a written chapter policy manual.

 

3. We have held a second-year review with an IABC regional officer or executive board leader and can demonstrate sustained growth of membership, funds and/or services.

 

4. We have our incoming board members prepared for the next board year.

 

5. We have at least 15 members.

 

6. We have signed an IABC Chapter Affiliation Agreement.

 

7. At least two years after our registration as a developmental chapter, our regional director has the signed Affiliation Agreement, a current roster of our paid members and a resolution proposing the formation of our IABC chapter to present at the next IABC international executive board meeting.

 

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Step Three: Charter as a Chapter Affiliated with IABC

Step Two Checklist

Date Completed

1. The signed affiliation agreement has been accepted by a majority vote of the IABC executive board.

 

2. IABC/__________________ has been chartered by the IABC executive board.

 

3. We are now voting members of IABC and our senior delegate will deliver our votes at regional board meetings and international annual general meetings.

 

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IABC Chapter Marketing Plan

The following guidelines will help you outline your chapter’s marketing plan.

Statement of purpose for the chapter:

  • Refer to IABC and regional mission statements.

List of target audiences for potential new members:

  • Use company names, other professional organization rosters, business directories, Chamber of Commerce lists, the local phone book, etc.

List of target audiences for promotion efforts:

  • Local media, regional and international publications, university communication and journalism departments, etc.

Brief summary of other communication organizations with which we compete and/or with which we can form alliances:

  • How long have they been established?
  • Do services overlap?
  • Is membership older or younger? more or less experienced?
  • Is the group growing?
  • How often do they meet?
  • What are they doing that we want to emulate or avoid?
  • Can we promote to their members?

The elements of our communication program:

  • Newsletter? Web site? Fax?
  • How often?
  • To whom (member / non-member)?
  • Separate meeting promotions? News releases? Other?

The elements of our professional development program:

  • Monthly meeting? Additional seminars?
  • Multi-level events for different experience levels?
  • Accreditation focus? Awards program? Special events?
  • Location and time the same or variable?
  • Timetable for implementing various segments?

The elements of our membership recruitment program:

  • Recruiting goals set?
  • Steps in the recruiting process?
  • Supporting materials received from headquarters?
  • How do we ensure personal contact? When do we follow up?
  • Introduce new members / potential members at meetings? Treat them to lunch? Ask them to volunteer?

Our pricing policy:

  • Which areas are profit centers? Which break even? Which are investments in future chapter health that may operate at a loss?
  • Do we have an underwriting policy (when to accept, how to recognize)? Do we include underwriting and in-kind contributions in budget planning?
  • Where will most revenue come from? Are our revenue expectations realistic?
  • Will expected revenue support planned activities? What will we do to ensure funding?

A basic budget:

  • We have projected revenue and expenses, by program / project.
  • Do we have a policy about approving unbudgeted expenditures before they happen?
  • Did every board member help develop the budget for their areas of responsibility and know what is in the budget and what is not?
  • Do we need more revenue? How will we raise it?
  • Do we have a policy to guide future investment decisions?
  • Does the budget include support for leader development?

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