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Principals & Effective Practices
Peggy Hoffman, CAE
Peter Houstle
 Association are about “associating”
 Organizational structure should enable connections
 Chapters are one way of extending the organization’s
reach and creating face-to-face connections
Range of models:

 Separate, independent organizations which
collaborate and partner
 Affiliated organizations which are separate but have
shared mission and branding
 Division or branch of the same organization
 Sub-group of the organization
Matching the Options: 3 Guiding
Questions
 How important is it for people to get together in

person to achieve your purpose?
 To what extent are there unique local issues across
your country or do national issues need to be
addressed locally?
 Are you significantly advancing the mission by
creating infrastructure to support local activities? (Will
the results be worth the effort?)
Matching the Options: 3 Areas to
Explore
 What services or activities are most appropriate for

chapters to offer or perform?
 How will you define success? What metrics will you
measure and how?
 What resources are required for chapters to succeed
and are these available?
Resources to Succeed
 Financial

 Human – paid staff and member-volunteer
 Technology
 Training and Information
 Environmental Conditions
 Opportunities
Organizational Options
TRADITIONAL

NEW APPROACH

Chapter Charter

Principals of Affiliation

Board of Directors

Not applicable

Articles of Incorporation/By-Laws

Not applicable

Elections

Not applicable

Standing Committees

Task-Oriented Teams

Regular Meetings

Meet Only As Needed

Bank Account

HQ Funding Pool

1-up Communications Systems
(e.g. Web, Email)

Centralized Communications Systems

Limited Program Management Expertise
(Event Planning, Marketing/Comm, Etc.)

Program Management Expertise Highly
Supported or Provided Directly by HQ

Limited Member Needs Assessment

Needs Assessment Tools & Data
Supplemented or Provided Directly by HQ

Awards Based on Activity
Rather than Results

Awards Based on Results

Knowledge Uncollected

Knowledge Harvested & Shared

A look at the evolving
options from a USA
perspective. Acknowledges
that some chapters achieve
a financial size that requires
some traditional structure,
such as a central governing
body, incorporation, formal
by-laws.
Organizational Options
Begin with the function, then focus on form.
Questions?

Mariner Management ▪ www.marinermanagement.com

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Building Association Chapters

  • 1. Principals & Effective Practices Peggy Hoffman, CAE Peter Houstle
  • 2.  Association are about “associating”  Organizational structure should enable connections  Chapters are one way of extending the organization’s reach and creating face-to-face connections
  • 3. Range of models:  Separate, independent organizations which collaborate and partner  Affiliated organizations which are separate but have shared mission and branding  Division or branch of the same organization  Sub-group of the organization
  • 4. Matching the Options: 3 Guiding Questions  How important is it for people to get together in person to achieve your purpose?  To what extent are there unique local issues across your country or do national issues need to be addressed locally?  Are you significantly advancing the mission by creating infrastructure to support local activities? (Will the results be worth the effort?)
  • 5. Matching the Options: 3 Areas to Explore  What services or activities are most appropriate for chapters to offer or perform?  How will you define success? What metrics will you measure and how?  What resources are required for chapters to succeed and are these available?
  • 6. Resources to Succeed  Financial  Human – paid staff and member-volunteer  Technology  Training and Information  Environmental Conditions  Opportunities
  • 7. Organizational Options TRADITIONAL NEW APPROACH Chapter Charter Principals of Affiliation Board of Directors Not applicable Articles of Incorporation/By-Laws Not applicable Elections Not applicable Standing Committees Task-Oriented Teams Regular Meetings Meet Only As Needed Bank Account HQ Funding Pool 1-up Communications Systems (e.g. Web, Email) Centralized Communications Systems Limited Program Management Expertise (Event Planning, Marketing/Comm, Etc.) Program Management Expertise Highly Supported or Provided Directly by HQ Limited Member Needs Assessment Needs Assessment Tools & Data Supplemented or Provided Directly by HQ Awards Based on Activity Rather than Results Awards Based on Results Knowledge Uncollected Knowledge Harvested & Shared A look at the evolving options from a USA perspective. Acknowledges that some chapters achieve a financial size that requires some traditional structure, such as a central governing body, incorporation, formal by-laws.
  • 8. Organizational Options Begin with the function, then focus on form.
  • 9. Questions? Mariner Management ▪ www.marinermanagement.com