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Online Chapter Leader Toolkit

Chapter Awards History **added 2/10/2021
FY2023-24 Chapter Calendar **added 07/2023

MEMBERSHIP TOOLS 
Need Help? 
membership@sgmp.org
New Membership Tools 01/22
SGMP Membership Outreach Script
Supplier Application Updated 07/23
Planner Application Updated 07/23
Name Change Form Updated 07/23
Satellite Chapter Transfer Form Added 07/2023
BRTF Recruitment Best Practices
BRTF Retention Best Practices
BRTF Reclamation Best Practices 
"Membership Benefit Powerpoint" (Customizable)

MEMBERSHIP RECRUITMENT RESOURCES
Membership Video 
Member Leads List - ideas on where to seek new members
SGMP Membership Brochure 
SGMP Membership Brochure (Ready for Chapter-Specific Text, Pg 2, Middle Column)
2023 SGMP Supplier Focused Membership Flyer

 
MONTHLY REPORTS

JOINT LEADERSHIP MEETING
JLM Focus Session: Member Benefits Survey & 2024 NEC Scholarships (Zoom Recording) - 9/26/2023 JLM Focus Session: Chapter Board Transitions - 5/5/2023
JLM Focus Session: Navigating the Online Chapter Leader Toolkit - 11/29/2022
JLM Focus Session: What you need to know About Chapter Awards (Zoom Recording) -  9/27/2022
JLM Focus Session: What you need to know about Chapter Awards (Presentation) - 9/27/2022
JLS at the NEC (Zoom Recording)
JLM Focus Session: Membership Tools (Zoom Recording) 4/28/2022
Membership Tools PowerPoint 4/28/2022
Gone Phishing PowerPoint 3/29/2022

CHAPTER BOARD MEMBER TOOLS
Need Help? michelle.milligan@3rdcc.org
Principles of Robert's Rules of Order one-pager
Chapter Board Meeting Best Practices
Chapter Board Meeting Agenda template
Chapter Board Meeting Minutes sample & guidelines
Chapter Board Transition document
Dialogue vs Debate guide 
Tips for Chapter Conferences
FY2023 SGMP Due Date Calendar  **updated 02/22/2023
Chapter Operations Plan template
Chapter Board Oath of Office
Memo on Use of Copyright Material
Chapter Board History Tracking Form
July 16, 2020, Treasurer's Presentation

PROGRAMMING TOOLS
Need Help? education@sgmp.org
Link to Contact Hour Request Form
Blank Contact Hour Request Form (for review only)
2023-2024 Chapter Education Calendar Template
2023-2024 Multi-Session Contact Hour Request Template
2023-2024 Multi-Session Contact Hour Certificate Template

SGMP Core Competencies - Revised September 2020

2021 Speaker Resources Forms
Outside Speakers Form
SGMP Members Speakers Form
Topic Ideas Form
Chapter Developed Presentations Form
Spreadsheet Link:  Find Speaker or Topic

FINANCIAL TOOLS
Chapter Budget/Actuals template (FY2023-24) - NEW
Chapter Budget/Actuals template (FY2022-23) 
Chapter Budget/Actuals template (FY2021-22)
Chapter Chart of Accounts 80/20 (FY2018)
Cash Transfer Form
Chapter Check Request Form
Chapter Expense Reimbursement Form

ANNUAL/PERIODIC FORMS
Need Help? 
membership@sgmp.org
Chapter Board Appointment Eligibility form
Chapter Board Code of Ethics form
Chapter Request for National Board Visit form
Chapter Request for Headquarters Visit form
General Liability Chapter Certificate Request form
Chapter Insurance Coverage summary  

GOVERNANCE DOCUMENTS
Need Help? 
Michelle.chiaravalli@3rdcc.org 
Bylaws   *located under www.sgmp.org/aboutus
Policy Manual   *located under www.sgmp.org/aboutus   
IRS Determination Letter - 501c6
Chapter Charter template

SOCIAL MEDIA RESOURCES
How to Add Text or a Logo to SGMP Brochures
 
EVENTS INDUSTRY COUNCIL NEWS
SGMP is a member of the Events Industry Council, which shares industry news that chapters can use.

GMS INFORMATION - Membership/Engagement Program Developed by the Michigan Chapter
Need Help? 
gms@misgmp.org
Program Information
Government Meeting Specialist (GMS) memo - 2013 National Memo