ARMA International

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ARMA International

• 2009 Region Leadership
• ARMA HQ and Your Chapter Resources for Success

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What well 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

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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).

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Not-for-ProfitWhat 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.

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ARMA and its Chapters and Regions

• Chapter is a subsidiary of ARMA Intl 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

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Categories of Members

• Basic Member (ARMA 175)
• Student (ARMA 25)
• Retired (ARMA 25)
• Honorary (ARMA 0)
• All dues stated in U.S. Dollars

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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.

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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, barbara.henry_at_Willis.com
• [phone] / 1 785-865-3358
• Tax implications
• Form 990 filed with ARMAs group tax return

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Communications

• Chapter Connections
• New/Terminating Member E-mails
• New members, lapsing members
• Be sure your server will receive message from
  armaintl.org exchange

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New Association Management System!!

• Ability to join Chapter mid-year online
• Easy and pro-active Chapter selection process
  when joining ARMA online

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Chapter Operations e-Handbook

• www.arma.org/leadership
• Newly revised
• Updated in real time
• Chapter operations resources, forms, templates
• Leadership Academy
• Reports

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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

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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
• 800 to 300 p.m.
• NO COST for ARMA Leadership!!
• Not ICRM pre-approved

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• 2009 Conference Leadership Meetings
• Tuesday, October 13, 2009
• Project Management for the Occasional Project
  Manager
• 800 a.m. to 300 p.m.
• RSVP required Watch for email announcements
• not ICRM pre-approved
• Wednesday, October 14, 2009
• 1130 100 p.m. Chapter Awards Luncheon
• 100 500 p.m. ARMA/Region/Chapter
  specific sessions
• 500 to 630 p.m. Region receptions/networkin
  g
• 630 p.m. Young Professional Networking
  event
• All events at the Orlando World Center Marriott

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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

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Awards Program

• New 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

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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

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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

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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.

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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

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Awards Recognition at Conference

• Chapter Awards Luncheon Oct 14
• Ticket/rsvp 20
• 1130 to 100 p.m. prior to Region and Chapter
  leadership sessions
• Presentation of Chapter related awards
• Opening General Session Oct 15
• Announcement of Fellows, Distinguished Service,
  Britt Literary, Zanotti and Cobalt
• Awards Reception Oct 16
• No charge to attend
• Honoring ALL Awards recipients

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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

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Marketing Your Chapter

• Refer to e-Handbook website at www.arma.org/leader
  ship
• Online webinar
• SWOT analysis
• Talking the talk
• Building your prospect list
• Goals
• Branding and logos

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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

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Who to Contact in Member Services

• Tom Killam, Director, thomas.killam_at_armaintl.org
  888-299-4319
• Region and Chapter questions Leadership
  development and training
• strategic and succession planning
  HQ/Region/Chapter inquiries
• Trevor Mitchell, Sr. Mgr, trevor.mitchell_at_armain
  tl.org 888-298-7376
• Chapter Operations Roster concerns Chapter
  leadership concerns
• Bylaws, chapter organizational questions
• Chapter Escrow
• Awards program
• Bob Reinsch, Coordinator, robert.reinsch_at_armaint
  l.org 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

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• Thank you!