2017 East CLT Session Responses

At our 2017 East CLT (Chapter Leadership Training) in Huntsville, Alabama, NMA leaders participated in several “group-based discussions” covering several important subjects. We have collected their answers, and posted them here to help assist YOU! Think of it as an NMA “Q and A” session…

Whether you’re facing problems in your chapter, or simply looking for some food for thought, this post is a treasure trove of valuable information. We encourage you to join the discussion and post your own answers in the comments box at the bottom of the page.

We would like to thank Candi Creel, CM, 2016 NMA Chairman of the Board, for compiling these responses and submitting them to NMA Headquarters.

Membership Recruiting and Engagement

  • Incorporate your ideas and really listen to ideas of others
  • Need something of value to offer to new members
  • Charity begins at home – be excited, be an example
  • What does membership buy me? Be consistent
  • Survey from new members
  • Build your event in quality to keep people engaged
  • Demonstrate what others have done in NMA
    • Put new members @ executive table
  • Catch right away at on boarding
  • All hands with executives
  • Week long events
  • On boarding got them / follow up
    • Personal outreach
    • Invite one / buddy program
    • Shadowing program
  • Push for admin office for viewing (open house)
  • Seeing advancement in the membership
  • What’s in it for me as a member
  • Use the chapter to share recognition
  • Personnel engagement
  • Use someone well known, big names, etc.
  • Use an incentive (each one brings one)
  • Different venues, restaurants, etc.
  • Voluntary retirement caused group membership to leave, were we able to recruit new membership
  • Senior management out to group /food / recruit
  • I’m a member, are you? (poster)
  • Take a break w LMLA Committee spotlight event
  • Show up and say why important
  • very helpful if they flow it down through their staff
  • push new hire communication
  • community support in performance review
  • director level employee who supports/which encourages membership
  • 2 executive advisors – more involved in meeting site lead more involved in events
  • Have meeting with boss to get buy-in and direction and let him know of events
  • Reminder to executive of their involvement
  • Meet with management for support
  • PD Incentives / discounted rates
  • Social outing (braves stadium)
  • Bribe them / waive costs
  • iPad drawing
  • Gift cards
  • Personal development
  • Networking opportunities
  • Make sure they understand what NMA is and what is it all about?
  • Provide opportunities and take advantage of opportunities
  • Try something new
  • Remember the story – tell your NMA stories
  • Park NMA and speak “leadership development”
  • Management week – drive of events that encourage people to join (application / giveaways/ Ice cream socials)
  • New hire orientation – reps to speak of NMA
  • Overwhelming first day – follow up
  • Invite new hire to general meeting (free of Charge)
  • Waive fee
  • Networking event
  • Annual kickoff event
  • Discounted meals for members
  • Discounted rate for events (sizable amount for members v/s non -members)
  • Discounted rate for classes
  • Unique community service opportunity events
  • 5K race – 1st 50 members are free

 

  • What are you putting into it?
  • Talk it up at meetings
  • Letting them know what is offered just talking to them
  • All generation in workplace (range of ages and potential members)
  • Open people’s eyes to NMA – Regardless of the age / situation
  • What are you waiting for?
  • New employee orientation presentation
  • An onboarding event to recruit
  • New member social (off site) did not work well
  • Using free time to support activities –
    • Events are on own time (nee to connivance people what they are investing in)
    • Company owns the job – you own your Career – invest in yourself
    • Give, Give, Give
  • Offer opportunities to get involved with community, environment, making our communities better
  • Teams are developed by “trust”
    • NMA provides opportunities to build trust
  • Better job @ friends at other places
  • Work with other groups at other venues
  • Open membership to consultants on LTA
  • Use LMLA to network
  • MEMBERSHIP RECRUITING AND ENGAGEMENT(Continued)
  • encourage PD
  • Let them know of advancement opportunities
  • Offer training to older employees
  • Use LMLA as a reference for work performance, training tool for advancement

Professional Development

  • Ted talks
  • Online webinars – good participation! Nice feedback from participants
  • Foundations of management – members are interested. Continuing through entire session is an issue, as people assume $75 payment is for the entire program.  Not willing to pay for sessions 2 or 3
  • NMA Live Online webinars – increase pace, so as not to spend too much time on one point. Attendance is low for some chapters, and high for other chapters
  • Most at table did not know about FOM
  • @ Palmdale they love it
  • Share info to get people to know about it
  • Some locations don’t have training by companies
  • Train the trainer
  • Webinar – schedule in advance
  • Publicize on tv / monitors
  • Timing -> lunch time
  • Food – pizza
  • Lunch and learn with Dale Carnegie, speakers with various topics
  • New Years’ resolution – open forum
  • PMP – a chapter reimburses ½ cost
  • Foreign language teaching and MS courses
  • Survey to find out what people want out of pd
  • Public speaking course
  • Food – give away’s (calendars, books, etc.) portfolios, trinkets, pens and more
  • Food and topics members are interested in
  • Without budget free webinars are helpful
  • PROFESSIONAL DEVELOPMENT (continued)
  • Compare price for NMA training to college courses
  • Webinars can be hurt by fire walls
  • Having courses at one’s desk is very helpful
  • Good because classes are offered 2x’s a day
  • Contact HQ for help with having the courses
  • Weekly dues
  • Company sponsorship
  • Chapter budget pays for PD programs

 

  • No – new to NMA
  • Yes, live training
  • Yes, web courses
  • Quick and easy learning, great way to set tone for the day
  • Yes, we participated
  • Yes, some like it, some did not
  • Those who did not said it was too quick
  • Potentially – see a future with Grovo partnership
  • Some were in the 1st round
  • Newsletter and email blasts (reminder) for events
  • Outlook events and share pointes used for getting info out
  • Recommend partnering w/chamber of commerce – provide session for young professionals on topics regarding money and business topics
  • A train the trainers
  • Having leadership ask manger to help train
  • Attempt to join with colleges.
  • Use local schools and universities to come to teach
  • Can assist with quality of instructors
  • Chapter and NMA can reach out
  • PROFESSIONAL DEVELOPMENT (continued)
  • Partner with HR
  • Book string
  • Apply to program goals
  • Receive company credits
  • Tied meeting pres.
  • Receive credits

Programs

  • Boys and Girls club – spoke at the meeting
  • Brought the regional youth of the year, gave history and goals
  • Board meeting with executive sponsor – recapped their growth from where they started to where they are now
  • Emergency warning systems responsiveness – large interest at they encounter sever weather situations
  • Pilots (retired) attended and spoke at the meeting
  • CEO attends and speaks at a meeting annually – Q&A
  • Market the event – “eureka stream”
  • Screens around campus
  • Facebook and social media
  • Face to face
  • Executive advisor sharing info to exec team
  • Kick off with mayor @ special featured speaker
  • Corporate night – LMLA exec speaker
  • Veteran’s night – LMLA recognition of veteran’s and families
  • Panel / roundtable event of exec’s
  • Prepared questions helped to keep things organized / version’s quality?
  • Members wanted to get to meet and know company leaders
  • SLE Mixed –
    • Picked a topic and provide educational opportunities
    • Include COO – ice breaker
    • Outside of the work environment and adult beverages
    • Bring the walls down
  • Executive mixer –
    • Sponsors an outside campus event
    • Exec buys 1st round; chapter after that
    • Mix of membership – diverse age groups (the event makes the exec real)
    • Positive networking
    • Raffles
    • Due to competition – the schedule for the year is full and a waiting list is currently being filled
  • CEO is must attend meeting

 

  • Not all chapters have subcommittees
  • Develop theme
  • Planning scheduling – monitor progress, problem solving
  • Run of show – day of activities and priorities
  • Survey membership, time of meeting and recognize the value
  • Picking the speaker – theme – speaker supports it
  • Location
  • Cot
  • Timing – changing location
  • Weekends / with family themes
  • Pick a venue with enough room
  • Obligations / people going to school

 

Secretary / Treasurer

  • LMLA members have not been audited
  • No amounts of IRS or Co,
  • Audits may be triggered for non-payment of taxes, huge fines, important to monitor
  • Self-audits not being done all the time
  • Have auditor come in if necessary
  • Incoming treasurer should audit books initially and ongoing
  • Finance depts. May be able to audit books (if not a member – should be outside source)
  • No – all forms submitted on time
  • Certain sections have audits
  • Every year it’s different
  • VP of finance does audit processes
  • Annual budgets prepared
    • What are plans for the year
    • What are the estimated costs
    • Get execs involved in potential internal site costs
    • By-laws / constitution should indicate if budget is unreadable
    • Base of # of members and dues for the year
    • Available to members to review
    • Need to be transparent
    • Beginning of year – handbook established (budget, goals, etc.)
    • End of year assessment
    • Provide @ SharePoint with member permission
    • Keeps overall records
  • President reviews documents with past chair, plant manager and finance
  • List the wants / needs of the membership and form budget.
  • Meet with VP team and plan for the year
  • Analyze last year budget and adjust accordingly
  • Some chapters NMA association is totally funded through dues
  • Reimbursement is shown up as a debit to the account
  • Allowable / unallowable cost is researched @ the end of the year

 

  • If we don’t – we should
  • Need to prepare for incidentals
    • Tax issues could deplete “reserve”
    • should be a mechanism in place to prepare for unexpected activities, cost of living changes, etc.
  • If you have a checking and saving and keep money in savings – you have a reserve fund
  • It should be easy for a treasurer to come in
  • “rainy day fund”
  • If “petty cash” consider changing to a reserve fund for auditable trail
  • Yes – reserve fund is mostly used, if not adjustments are made.
  • % of the budget

 

 

  • Yes – written and not written
  • Presented to upper leadership
  • Yes, if it is a reasonable price
  • Budget comes from chapter, meeting is turned with professional development to discuss how fund will be disburse.
  • If check bounces – need to go back to the person that wrote it
  • No checks have bounced but review with president

 

  • Debit cards are used
  • Checks are written to organization with reason
  • Utilize a “check request form”
  • Obtain and keep receipts

 

  • Keep track of everything
  • Create a working document of incoming monies (donations)
  • Utilize SharePoint to send automatic reminders to the membership to pay dues
  • How you collect money is what must be considered
  • Finance person should be very attentive, detailed and organized
  • NMA is very helpful with providing insight on how it can be done.

 

  • Board votes (majority vote)
  • Exec management if necessary
  • Sometimes event costs are more than expected
    • President and treasurer should get together
  • Chapter bylaws may include guidance as to what the process is
  • 2 signatures on all “approvals” and then to treasurer for payment
  • President, vice president, executive committee and the vice president of finance
  • BOD approvals
  • President and finance
  • Approvals came from board on who owns or have access to accounts
  • If there are not any restrictions
  • Fundraisers can be a good way to raise money

 

 

  • Payroll deduction
    • Minus – paperwork involved – takes coordination administrative
    • Records don’t always match (leaves, time keeping, etc.)
      • Plus – no annual or monthly checks
      • Easy on members, transparent
  • Different companies
    • Direct deposit from paycheck
    • Cancellation without notification
  • When reports don’t match – what do you use?
    • Sometimes use “average”
    • Should still count people if you know they haven’t dropped
    • Dues reimbursement for people that “miss”
    • Retires – how do they pay dues?  How do you collect?
    • Sponsor – could be payroll deduction or direct
  • No worries of payments through payroll deduction
    • Plus –
      • payroll keeps members
      • members don’t see dues coming out
      • less cumbersome for members
    • Minus
      • Forms to transfer
      • Manhunts for employees who leave without paying
      • Limited to monthly reports
      • Disconnect with payroll that excite refunds
  • Plus –
    • Dues are always paid on time
  • Minus –
    • Situation may arise for reimbursement.
    • Members moved to other facilities and joined chapter
    • Money from the other (old) chapter was refunded without notice
  • Pros- no checks to deposit / no bounced checks
  • Con –
    • Refunds must go through HR
    • Transfer or leave the company
    • Can take couple of weeks to be processed versus something like PayPal – it would come out immediately
  • Keep track of monthly reports and cross reference to spreadsheets which takes away from current members
  • Communicate with payroll department to ensure counts are correct
  • We get weekly reports from within to keep track of members
  • Then we reconcile with what NMA sends us monthly

Presidents / Vice Presidents

  • Involvement in annual plans, budget and money request
  • Execs are willing to get involved – just need to ask
  • Execs are interested in getting employees engaged with extracurricular activities
  • Going to them for assistance, asking for help
  • Have them on board as exec advisor
  • Ask them to attend board meetings
  • Collaborate with executives on activities
  • Collaborate with other groups under guidance of exec

Community and Youth Services

  • Align with other happening activities that are already in play
    • Tour de force – example of NOLA Chapter
  • Fundraising luncheons
  • Highway clean up – quarterly
  • New chapter wants to do 2
  • Spot light speaker, blood drive once a month
  • BCBS – community event once per month except June/July
  • Choose a couple of events with the company
  • Food bank drive
  • Adopt a highway
  • Bowling for kids sake – through big brothers / big sisters
  • Alzheimer’s walk
  • Diabetes walk
  • Ask members
  • Local givebacks are always supported
  • Historical charities – don’t just move from charity to charity – they want your continued support
  • Type of business could attract the different types of programs
  • The outreach department at your job could help
  • Also, the local community could reach out
  • Align with company goals
  • Diversify volunteer opportunities
  • Ask
  • Young professional group is leveraged heavily
  • Partner with other activities / opportunities as to not saturate the pipeline of volunteers
  • Planning ahead – save the date
  • Make it a competition
  • Offer a variety of service projects
  • Survey the general body to see if they’re volunteering in any programs that are looking for more volunteers
  • Advertise executive management participating
  • Use newsletter to advertise the service projects
  • Find out what members want
  • Planning ahead
  • Most popular
  • An activity where they can be in a leader / project format role
  • They can practice their leader / team role
  • Least popular – have not found one
  • Highway clean up
  • Bike path clean up
  • Low – blood drive
  • Bowling for kid sake – least popular
  • Adopt a highway – best event
2017-09-19T17:13:55+00:00