ARMA International

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ARMA International

• 2008 Region Leadership
• ARMA HQ and Your Chapter Resources for Success
• Trevor Mitchell
• Manager of Member Services

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What well cover

• Overview of ARMA International
• Member Services Communications
• Leadership Development
• Recruitment Initiative
• Future Resource Development
• Brainstorming Session

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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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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)
• HRH Broker (new contact info)
• Barbara Henry, barbara.henry_at_HRH.com
• [phone]
• Tax implications
• Form 990 filed with ARMAs group tax return

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Communications

• Chapter Connections
• Weekly E-mails
• New members, lapsing members weekly
• Be sure your server will receive message from
  arma.org exchange

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Communications / Reports

• www.arma.org/lr
• Reports login armachapters 500600
• Membership Reports
• Chapter Lists
• Member comparison report
• Escrow Report
• New Association Management System
• Winter of 2008

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Chapter Visit Checklist

• New as of May 1, 2008
• Region Manager and Coordinator chapter visit
  program
• Discussion outline
• Barometer of Chapter successes and concerns

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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
• Personal Business Skills
• Next level of online courses Fall 2008
• www.arma.org/lr
• Login Member i.d. number
• Password ARMA

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Leadership Academy

• 2008 Region Leadership Conferences
• From Conflict to Consensus
• Dale Mask, Alliance Training and Consulting
• 2008 ARMA Conference in Las Vegas
• Strategic Planning Good to great!
• William Kay, W. Kay and Associates
• Saturday, October 18, 2008
• 800 to 300 p.m.
• Not ICRM pre-approved

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• 2008 Conference Leadership Meetings
• Saturday, October 18, 2008
• Strategic Planning Good to Great
• 800 a.m. to 300 p.m.
• RSVP required
• not ICRM pre-approved
• Sunday, October 19, 2008
• 1230 to 500 p.m. ARMA/Region/Chapter specific
  sessions
• Bootcamp for new leadership
• 500 to 600 p.m. -- region receptions/networkin
  g
• Las Vegas Hilton Hotel

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Grants

• 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
• Applications available at arma.org/lr

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Spring Recruitment Campaign

• Chapter prospect lists
• 3,000 prospects from 35 chapters in 2008!
• 6,000 from ARMA database and 2007 chapter
  submissions -- total mailing 9,000
• April 1 through August 1 new members to ARMA and
  Chapter -- rewards!
• Direct Mail Campaign
• Two post cards, One letter
• Annual event

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Spring Recruitment Campaign
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Spring Recruitment Campaign
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Marketing Your Chapter

• Refer to Leadership Resource area of website at
  www.arma.org/lr
• Online webinar
• SWOT analysis
• Talking the talk
• Building your prospect list
• Goals
• Branding and logos

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LOGO Use

• Using the ARMA International brand
• No longer referred to as Association of Records
  Managers and Administrators
• Except in legal documents, i.e., Bylaws
• Logo can be incorporated into your design if it
  does not alter the logo
• ARMA Intl logo cannot be used alone to promo a
  chapter program without prior permission

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Chapter Leadership We Listened!

• Region Activity Reports and Survey
• Education/Speaker Database
• Chapter Operations e-Handbook
• Formerly Chapter Handbook
• Online chapter selection process
• Website hosting
• Investigating options
• Leadership Academy
• Volunteerism, aka, Board Burnout!
• Getting young members involved!

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Virtual Chapter Meetings

• Record your seminars/programs
• Send to HQ
• HQ will edit/digitalize and make available online
• Members only
• Limited time period to view
• Jeff Randolph, jrandolph_at_arma.org

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Volunteerism/Succession Planning

• Brainstorming session
• Success stories
• What can ARMA do to assist?

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Young Professional How to Engage Them

• Brainstorming session
• Success stories
• What can ARMA do to assist?

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Who to Contact in Member Services

• Tom Killam, Director, tkillam_at_arma.org
  888-299-4319
• Region and Chapter questions Leadership
  development and training strategic and
  succession planning HQ/Region/Chapter inquiries
• Trevor Mitchell, Manager, tmitchell_at_arma.org
  888-298-7376
• Chapter Operations Roster concerns Chapter
  leadership concerns
• Bylaws, chapter organizational questions
• Chapter Escrow
• Awards program
• Michael Logan, Representative, mlogan_at_arma.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!