Leader Toolkit
You’re already a leader in your profession; now it’s time to apply what you know to lead a local chapter. Rather than reinventing the wheel, check out some handy resources below that can be used within your chapter.
How to Run a Meeting
How to hold a hybrid virtual/in-person chapter event:
To hold an in-person event with a hybrid webinar feature, ask the Society for assistance. We can set up a registration form and ask registrants to indicate whether they will be in-person or watching virtually. This way, we will know who needs to be sent the Zoom link to join. During the event, the chapter should bring a laptop with webcam and if possible, have the speaker use a headset or microphone that directs the sound back to the computer. The Society will record the event and answer questions the participants on the call might have.
Facilitation Skills Training: Managing Difficult Meeting Personalities
Facilitation Skills: Best & Worst Facilitator Practices
Best Practices for Effective Hybrid MeetingsTips for PowerPoints
Don McMillan: Life After Death by PowerPoint
Chapter PowerPoint Template
Time Management
How to Manage Your Time Better
Recruiting Volunteer Board Members/Officers
3 Keys to Engaging Young ProfessionalsStartup Boards: Recruiting Your Board Members
Recruiting Nonprofit Board Governance- Passion Is Not Enough!
How Companies can Engage Young Professionals During a Recession3 Keys to Engaging Young Professionals
The Ultimate Guide to Volunteer Recruitment: 15+ StrategiesSuccession
Using the Nine Box for Succession Planning- A 3 Minute Crash Course
Preparing for the Inevitable: The Board's Role in Succession Planning
You’re already a leader in your profession; now it’s time to apply what you know to lead a local chapter. Rather than reinventing the wheel, check out some handy resources below that can be used within your chapter.
Position Description
How to Run a Meeting
Facilitation Skills Training: Managing Difficult Meeting Personalities
Facilitation Skills: Best & Worst Facilitator Practices
Tips for PowerPoints
Guy Kawasaki 10-20-30 Rule
Don McMillan: Life After Death by PowerPoint
Chapter PowerPoint Template
Time Management
How to Manage Your Time Better
Recruiting Volunteer Board Members/Officers
Startup Boards: Recruiting Your Board Members
Recruiting Nonprofit Board Governance- Passion Is Not Enough!
Chairman’s Gavel: 12 Tips for New Board Presidents
Succession
Using the Nine Box for Succession Planning- A 3 Minute Crash Course
Preparing for the Inevitable: The Board's Role in Succession Planning
You’re already a leader in your profession; now it’s time to apply what you know to lead a local chapter. Rather than reinventing the wheel, check out some handy resources below that can be used within your chapter.
Position Description
Finding Subject Matter Experts for Educational Programs
Subject Matter Expert: 5 Tips for Working with a SME
How to Run a Meeting
Facilitation Skills Training: Managing Difficult Meeting Personalities
Facilitation Skills: Best & Worst Facilitator Practices
Tips for PowerPoints
Guy Kawasaki 10-20-30 Rule
Don McMillan: Life After Death by PowerPoint
Chapter PowerPoint Template
Time Management
How to Manage Your Time Better
Recruiting Volunteer Board Members/Officers
Startup Boards: Recruiting Your Board Members
Recruiting Nonprofit Board Governance- Passion Is Not Enough!
Succession
Using the Nine Box for Succession Planning- A 3 Minute Crash Course
Preparing for the Inevitable: The Board's Role in Succession Planning
Budgets, Spreadsheets, and Trackers, oh my! As the treasurer, take a look at the following tools to help your chapter stay organized.
Position Description
Conducting a Self-Audit
How to Conduct Internal Audits- Tips from the CEO
Budgeting
13 Free Nonprofit Budget Templates You Should Try
A 5-Step Guide to Budgeting for Nonprofits
How to File a 990-N
How to File your Nonprofit Taxes
Template Documents Provided by the Southwestern Ontario Chapter
Chapter Financial Tracking Spreadsheet
Audit Checklist
The Secretary’s role is essential to a smoothly run chapter. Organization and strong communication are key. These resources can help you stay on top of your chapter responsibilities.
Position Description
Minutes
What’s Important to Include
Do's and Don'ts for Meeting Minutes
Less is More
Keep Your Board Minutes Brief Blog Post
And a Book
The Minute Taker's Handbook- 4th Edition
Communication is constantly evolving with new technology and standards, and so should you!
Phone/Conference Call Etiquette
A Conference Call in Real Life
Email Etiquette
Emails: Before You Hit "Send"
Tips for Networking
An Introvert's Guide to Networking
Top 7 Networking Skills
Tips for Regular Communication
How to Improve Communication Skills- 7 Unique Tips!
Managing Organizational Communication - shrm.org
Diversity and Inclusion Word on Benefit Blog Posts
BoardSource’s DEI Resource Page
Need to build up your DEI initiative? Learn from an expert
Strong Organizations: Your Role in Diversity and Inclusion
Diversity and Inclusion Training: How to Apply It In The Workplace
SHRM: Diversity, Equity & Inclusion
ISCEBS is here to help! Reach out to
[email protected] or call us at (262) 786-8771.
We would love to chat.
Additionally, if you have helpful resources you’d like to see listed for other Chapter Leaders on this page, we welcome submissions!