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					                     Small-Staff Models & Samples
ADMINISTRATIVE TOOLS AND RESOURCES
ADMINISTRATIVE TOOLS AND RESOURCES: CRISIS MANAGEMENT PLANS

ADVERTISING CONTRACTS AND INSERTION ORDER FORMS
ADVOCACY AND GR TOOLS & RESOURCES

AGREEMENTS AND CONTRACTS
AGREEMENTS AND CONTRACTS: CONFIDENTIALITY AGREEMENTS & POLICIES
AGREEMENTS AND CONTRACTS: COPYRIGHT AGREEMENTS
AGREEMENTS AND CONTRACTS: HOTEL AGREEMENTS
AGREEMENTS AND CONTRACTS: SPEAKER AGREEMENTS

BOARD AND COMMITTEE MEETING TOOLS AND RESOURCES
BOARD AND COMMITTEE MEETING TOOLS AND RESOURCES: MEETING EVALUATION FORMS
BOARD AND COMMITTEE MEETING TOOLS AND RESOURCES: MEETING MINUTES
BOARD OF DIRECTORS RESOURCES: CODE OF CONDUCT
BOARD OF DIRECTORS RESOURCES: ORIENTATION AND REPORTING TOOLS
BOARD OF DIRECTORS RESOURCES: POLICIES
BOARD OF DIRECTORS RESOURCES: POSITION DESCRIPTIONS
BOARD OF DIRECTORS RESOURCES: CONFLICT OF INTEREST POLICIES
BOARD OF DIRECTORS RESOURCES: NOMINATIONS
BOARD OF DIRECTORS RESOURCES: POLICIES AND PROCEDURES
BOARD OF DIRECTORS RESOURCES: SELF-EVALUATIONS

BYLAWS

CEO RESOURCES: CEO AND EXECUTIVE EVALUATION FORMS
CEO RESOURCE: CEO COMPENSATION POLICIES
CEO RESOURCES: CONTRACTS

CERTIFICATES AND AWARDS
CERTIFICATION PROGRAMS TOOLS AND RESOURCES

CODE OF ETHICS

COMMITTEE AND COUNCIL TOOLS AND RESOURCES

COMMUNICATIONS AND PUBLIC RELATIONS TOOLS
COMMUNICATIONS AND PUBLIC RELATIONS TOOLS AND RESOURCES: PRESS RELEASES

CUSTOMER SERVICE TOOLS & RESOURCES

DIVERSITY TOOLS AND RESOURCES

EDUCATIONAL PROGRAMS AND MEETINGS TOOLS AND RESOURCES
EDUCATIONAL PROGRAMS AND MEETINGS TOOLS AND RESOURCES: EVALUATION FORMS
Small-Staff Organization Models & Samples                                   2



EDUCATIONAL PROGRAMS AND MEETINGS TOOLS AND RESOURCES: REGISTRATION FORMS
EDUCATIONAL PROGRAMS AND MEETINGS TOOLS AND RESOURCES: VIRTUAL SEMINARS


FACILITIES MANAGEMENT: OFFICE MOVE RESOURCES

FINANCE TOOLS AND RESOURCES
FINANCE TOOLS AND RESOURCES: BUDGETING RESOURCES

IT AND TECHNOLOGY RESOURCES

INTERNATIONAL RESOURCES: VISA LETTERS

LEADERSHIP DEVELOPMENT AND SUCCESSION PLANNING
LEGAL FORMS AND MODELS

MARKETING TOOLS AND RESOURCES
MARKETING TOOLS AND RECOURCES: ADVERTISEMENTS
MARKETING TOOLS AND RECOURCES: BRANDING AND LOGO POLICIES
MARKETING TOOLS AND RECOURCES: COLLATERIAL
MARKETING TOOLS AND RECOURCES: COMMUNICATIONS AND MARKETING PLANS
MARKETING TOOLS AND RECOURCES: POSITIONING BROCHURES

MEMBERSHIP RESOURCES: DUES & INVOICES
MEMBERSHIP RESOURCES: MENTORING PROGRAMS
MEMBERSHIP TOOLS & RESOURCES
MEMBERSHIP TOOLS & RESOURCES: APPLICATIONS
MEMBERSHIP TOOLS & RESOURCES: BENEFITS FLYERS
MEMBERSHIP TOOLS & RESOURCES: BROCHURES
MEMBERSHIP TOOLS & RESOURCES: EMAILS
MEMBERSHIP TOOLS & RESOURCES: LETTERS
MEMBERSHIP TOOLS & RESOURCES: LETTERS AND TEMPLATES FOR MEMBER USE
MEMBERSHIP TOOLS & RESOURCES: SURVEYS

NEWSLETTERS
NEWSLETTERS: CHAPTER
NEWSLETTERS: ELECTRONIC
NEWSLETTERS: QUARTERLY

PHILANTHROPIC AND NONPROFIT TOOLS AND RESOURCES
PHILANTHROPIC AND NONPROFIT TOOLS AND RESOURCES: BOARD AND VOLUNTEER

POLICIES
POLICIES:   ANTITRUST
POLICIES:   COMPUTER AND INTERNET USAGE POLICIES
POLICIES:   DOCUMENT AND RECORDS RETENTION
POLICIES:   JOINT VENTURE
POLICIES:   NEW FORM 990 COMPLIANT POLICIES
Small-Staff Organization Models & Samples                                   3



PROFESSIONAL DEVELOPMENT SAMPLE RESOURCES: 2c-BUSINESS PLANNING
PROFESSIONAL DEVELOPMENT SAMPLE RESOURCES: 2d-PROGRAM DESIGN
PROFESSIONAL DEVELOPMENT SAMPLE RESOURCES: 3a-PROGRAM DEVELOPMENT
PROFESSIONAL DEVELOPMENT SAMPLE RESOURCES: 3c-LEGAL, CONTRANCTS,
AGREEMENTS
PROFESSIONAL DEVELOPMENT SAMPLE RESOURCES: 3d-INTERNATIONAL PRACTICES
PROFESSIONAL DEVELOPMENT SAMPLE RESOURCES: 4a-MARKETING PLANS AND TACTICS
PROFESSIONAL DEVELOPMENT SAMPLE RESOURCES: 5a-EVALUATION PLAN AND
METHODOLIGIES
PROFESSIONAL DEVELOPMENT SAMPLE RESOURCES: 5b-EVALUATION ANALYSIS
REPORTING AND TRACKING
PROFESSIONAL DEVELOPMENT SAMPLE RESOURCES: 6-APPLICATIONS OF TECHNOLOGY
PROFESSIONAL DEVELOPMENT SAMPLE RESOURCES: 7d-STRATEGIC PARTNERSHIPS
PROFESSIONAL DEVELOPMENT SAMPLE RESOURCES: 8a-STAFFING
PROFESSIONAL DEVELOPMENT SAMPLE RESOURCES: 8b-DEPARTMEMT/PROGRAM ADMIN

PUBLICATION TOOLS AND RESOURCES
PUBLICATION TOOLS AND RESOURCES: JOURNAL AUTHOR GUIDELINES
PUBLICATION TOOLS AND RESOURCES: JOURNAL REVIEWING MATERIALS
REQUESTS FOR PROPOSALS

SOCIAL MEDIA TOOLS AND RESOURCES

STAFF MANAGEMENT: EMPLOYMENT AGREEMENTS
STAFF MANAGEMENT: TELECOMMUTING
STAFF MANAGEMENT: TRAVEL POLICIES

STRATEGIC PLANS
TRADESHOW AND EXHIBITS TOOLS AND RESOURCES
WEBSITE RELATED TOOLS AND RESOURCES
VOLUNTEER ENGAGEMENT TOOLS AND RESOURCES
Small-Staff Organization Models & Samples                                                          4



ADMINISTRATIVE TOOLS AND RESOURCES

      ASAE Records Retention Schedule (PDF)
       Organization: ASAE
      Document Retention and Destruction Policy (PDF)
       Organization: Pillsbury Winthrop Shaw Pittman, LLP
      Liability Disclaimers (PDF)
       Organization: Venable LLP
      Member as Vendor Policy (PDF)
       Organization: Venable LLP
      Record Retention Policy (PDF)
       Organization: Venable LLP
      Sexual Harassment Policy (PDF)
       Organization: Venable LLP
      Tate & Tryon CPAs and Consultants - Record Retention Schedule (PDF)
       Organization: Tate & Tryon CPAs and Consultants

ADMINISTRATIVE TOOLS AND RESOURCES: CRISIS MANAGEMENT PLANS

      Disaster Planning Checklist (PDF)
       Organization: Capital One Bank
      Emergency Executive Director Succession Plan (PDF)
       Organization: Foster Care Alumni Association
      NCIGF Disaster Recovery Plan (PDF)
       Organization: National Conference of Insurance Guaranty Funds

ADVERTISING CONTRACTS AND INSERTION ORDER FORMS

      Advertising Agreement (PDF)
       Organization: Venable LLP
      Advertising Insertion Form (PDF)
       Organization: Venable LLP

ADVOCACY AND GR TOOLS & RESOURCES

      Board and Committee Guidelines for Taking Positions on Regulator/Legislative Issues (PDF)
      Lobbying Activities Time Log (PDF)
       Organization: Venable LLP
      Lobbying Tax Compliance Guide (PDF)
       Organization: Venable LLP

AGREEMENTS AND CONTRACTS

      AIHA Logo Usage Policy (PDF)
       Organization: American Industrial Hygiene Association
      Association-Related Foundation Affiliation Agreement (PDF)
       Organization: Venable LLP
      Confidentiality Agreement for the Sharing of Documents (PDF)
       Organization: Venable LLP
Small-Staff Organization Models & Samples                                                5



      Consulting Agreement (PDF)
       Organization: Venable LLP
      Corporate Sponsorship Agreement (PDF)
       Organization: Venable LLP
      Employee Severance Agreement (PDF)
       Organization: Venable LLP
      Independent Contractor Agreement (PDF)
       Organization: Bonanno Law Office
      Linking Agreement (PDF)
       Organization: Venable LLP
      Royalty Agreement for Association Endorsements (PDF)
       Organization: Venable LLP

AGREEMENTS AND CONTRACTS: CONFIDENTIALITY AGREEMENTS & POLICIES

      Certification Committee Copyright Confidentiality and Noncompetition Form (PDF)
       Organization: Venable LLP
      Committee Confidentiality Noncompetition and Copyright Assignment Form (PDF)
       Organization: Venable LLP
      Confidentiality Agreement (PDF)
       Organization: Venable LLP

AGREEMENTS AND CONTRACTS: COPYRIGHT AGREEMENTS

      Copyright License for Articles (PDF)
       Organization: Venable LLP
      SAF Website Copyright Policy (PDF)
       Organization: Society of American Florists

AGREEMENTS AND CONTRACTS: HOTEL AGREEMENTS

      ACR Annual Conference Site Consideration Criteria (PDF)
       Organization: Association for Conflict Resolution
      Hotel Contract Addendum (PDF)
       Organization: Venable LLP

AGREEMENTS AND CONTRACTS: SPEAKER AGREEMENTS

      Speaker or Content Leader Agreement (PDF)
       Organization: Venable LLP

BOARD AND COMMITTEE MEETING TOOLS AND RESOURCES

      NATA Board of Directors Meeting Agenda (PDF)
       Organization: National Athletic Trainers Association
      NATA Board of Directors Meeting Checklist (PDF)
       Organization: National Athletic Trainers Association
      NATA Committee Meeting Evaluation
       Organization: National Association of Athletic Trainers
Small-Staff Organization Models & Samples                                    6



       New York State Nurses Association Board Meeting Ground Rules (PDF)
        Organization: New York State Nurses Association

BOARD AND COMMITTEE MEETING TOOLS AND RESOURCES: MEETING EVALUATION FORMS

        ACC/ACCF Board of Trustees Meeting Evaluation Form
        NATA Summary of Committee Meeting Evaluations

BOARD AND COMMITTEE MEETING TOOLS AND RESOURCES: MEETING MINUTES

        Board of Directors Meeting Minutes (PDF)

BOARD OF DIRECTORS RESOURCES: CODE OF CONDUCT

       Board of Directors Code of Conduct (PDF)
        Organization: Venable LLP

BOARD OF DIRECTORS RESOURCES: ORIENTATION AND REPORTING TOOLS

       Board Finance Presentation Template (PPT)
        Organization: Independent Insurance Agents and Brokers of America
       Board Member Guidebook (PDF)
       Board Member Legal Duties Primer (PDF)
        Organization: Venable LLP
       Leadership Orientation Manual (PDF)
        Organization: American Society of Ophthalmic Administrators

BOARD OF DIRECTORS RESOURCES: POLICIES

       Antitrust Compliance Policy (PDF)
        Organization: Venable LLP
       Board Operational Policies (PDF)
       Expense Reimbursement Policy (PDF)
        Organization: National Athletic Trainers Association

BOARD OF DIRECTORS RESOURCES: POSITION DESCRIPTIONS

       Board Member Agreement (PDF)
       FFTA Board Member Position Description (PDF)
        Organization: Foster Family-based Treatment Association

BOARD OF DIRECTORS RESOURCES: CONFLICT OF INTEREST POLICIES

       Conflict of Interest Policy and Statement of Disclosure (PDF)
        Organization: Venable LLP

BOARD OF DIRECTORS RESOURCES: NOMINATIONS

       Board Appointment Form (PDF)
        Organization: Whiteford, Taylor & Preston LLP
       Board Recruitment Needs Analysis (PDF)
        Organization: Whiteford, Taylor & Preston LL
Small-Staff Organization Models & Samples                                                7



      Nomination Process for Board of Directors/Officers (PDF)

BOARD OF DIRECTORS RESOURCES: POLICIES AND PROCEDURES

      Board Member Copyright Assignment (PDF)
       Organization: Venable LLP

BOARD OF DIRECTORS RESOURCES: SELF-EVALUATIONS

      Board Self-Evaluation of Effectiveness (PDF)
      Individual Board Member Self-Evaluation (PDF)

BYLAWS

      Sample Professional Association Bylaws (PDF)

CEO RESOURCES: CEO AND EXECUTIVE EVALUATION FORMS

      Board Evaluation of the Chief Executive Officer (CEO) (PDF)
       Organization: Whiteford, Taylor & Preston LLP

CEO RESOURCE: CEO COMPENSATION POLICIES

      Compensation Policy (PDF)
       Organization: Venable LLP
      FSAE President/CEO Incentive Compensation Plan (PDF)
       Organization: Florida Society of Association Executives, Tallahassee

CEO RESOURCES: CONTRACTS

      CEO Employment Agreement (PDF)
       Organization: Venable LLP
      CEO Employment Contract (PDF)
       Organization: Pillsbury Winthrop Shaw Pittman LLP

CERTIFICATES AND AWARDS

      NAIC - Insure U For Small Business Certificate (PDF)

CERTIFICATION PROGRAMS TOOLS AND RESOURCES

      ASFSA Credentialing Exam Handbook (PDF)
      ASFSA National Certification Application (PDF)
      Certification Committee Copyright Confidentiality and Noncompetition Form (PDF)
       Organization: Venable LLP

CODE OF ETHICS

      Code of Ethics (PDF)
       Organization: American Bus Association

COMMITTEE AND COUNCIL TOOLS AND RESOURCES
Small-Staff Organization Models & Samples                                             8



      Antitrust Compliance Policy (PDF)
       Organization: Venable LLP
      Committee Confidentiality Noncompetition and Copyright Assignment Form (PDF)
       Organization: Venable LLP
      Committee Copyright Assignment Form (PDF)
       Organization: Venable LLP
      Committee Management Toolkit (PDF)
       Organization: American Dietetic Association
      ISPA Task Force Rejection Letter (PDF)
       Organization: International Spa Association
      SFCVB - Committee Chair Job Description (PDF)
       Organization: San Francisco Convention and Visitors Bureau
      Sample Audit Committee Charter (PDF)
       Organization: LarsonAllen LLP

COMMITTEE AND COUNCIL TOOLS AND RESOURCES: EVALUATION FORMS

      Committee Performance Evaluation Template (PDF)
       Organization: Medical Group Management Association
      NATA Committee Chair Evaluation Summary (PDF)
       Organization: National Athletic Trainers Association
      NATA Committee Member Evaluation (PDF)
       Organization: National Athletic Trainers Association

COMMUNICATIONS AND PUBLIC RELATIONS TOOLS

      CAS Communications Plan (PDF)
       Organization: Casualty Actuarial Society
      NTCA Issue-Specific Communications Plan (PDF)
       Organization: National Telecommunications Cooperative Association
      VAR Code of Ethics Communication Campaign RFP (PDF)
       Organization: Virginia Association of REALTORS
      VAR Marketing and Communications Plan (PDF)
       Organization: Virginia Association of REALTORS
      VSCPA Communications Survey (PDF)
       Organization: Virginia Society of CPAs

COMMUNICATIONS AND PUBLIC RELATIONS TOOLS AND RESOURCES: PRESS RELEASES

      Designation News Release Template (PDF)
       Organization: Investment Management Consultants Association

CUSTOMER SERVICE TOOLS & RESOURCES

      Customer Service Standards (PDF)
       Organization: New Jersey Society of Certified Public Accountants
      Email Usage Rules (PDF)
       Organization: Bonner Consultants, Inc.
      VSCPA Telephone Guidelines (PDF)
       Organization: Virginia Society of CPAs
Small-Staff Organization Models & Samples                                            9



DIVERSITY TOOLS AND RESOURCES

      ACR’s Commitment to Diversity and Equity (PDF)
       Organization: Association for Conflict Resolution

EDUCATIONAL PROGRAMS AND MEETINGS TOOLS AND RESOURCES

      Copyright License for Speaking Presentations (PDF)
       Organization: Venable LLP
      NADP Virtual Seminar Speaker Tips (PDF)
       Organization: National Association of Dental Plans
      Sample Agreement for the Production of a Recorded Educational Program (PDF)
       Organization: Bonanno Law Of
      Use of Name and Photo Release and Waiver of Liability (PDF)
       Organization: Venable LLP

EDUCATIONAL PROGRAMS AND MEETINGS TOOLS AND RESOURCES: EVALUATION FORMS

      Speaker Evaluation Form (PDF)
       Organization: Peter de Jager

EDUCATIONAL PROGRAMS AND MEETINGS TOOLS AND RESOURCES: REGISTRATION FORMS

      ASA Convention Registration Form (PDF)
       Organization: American Subcontractors Association

EDUCATIONAL PROGRAMS AND MEETINGS TOOLS AND RESOURCES: VIRTUAL SEMINARS

      NADP Speaker Contact Guidelines (PDF)
       Organization: National Association of Dental Plans
      NADP Virtual Seminar Speaker Tips (PDF)
       Organization: National Association of Dental Plans

FACILITIES MANAGEMENT: OFFICE MOVE RESOURCES

      AMRA Office Move Checklist (PDF)
       Organization: The Automotive Maintenance and Repair Association
      SCORE Office Move Checklist (PDF)
       Organization: SCORE Association

FINANCE TOOLS AND RESOURCES

      Accounting Policy and Procedures Manual (PDF)
       Organization: Door and Hardware Institute
      Disaster Planning Checklist (PDF)
       Organization: Capital One Bank
      FICPA Accounting and Financial Policies and Procedures Manual (PDF)
       Organization: Florida Institute of Certified Public Accountants
      PCI Security Policy (PDF)
       Organization: Tennessee Recreation and Parks Association
Small-Staff Organization Models & Samples                                10



      Purchasing Policy (PDF)
       Organization: Tennessee Recreation and Parks Association

FINANCE TOOLS AND RESOURCES: BUDGETING RESOURCES

      ANLA Budget Work Plan (PDF)
       Organization: American Nursery and Landscape Association
      Budget Spreadsheet (XLS)
       Organization: American Dietetic Association
      Budget Template (XLS)
       Organization: Heart Rhythm Society
      Budget Worksheet for Food and Beverage Calculations (PDF)
       Organization: Heart Rhythm Society

IT AND TECHNOLOGY RESOURCES

      Employee Communications Usage Policy (PDF)
       Organization: Venable LLP
      Sample Data Privacy and Security Policy (PDF)
      VSCPA Telephone Guidelines (PDF)
       Organization: Virginia Society of CPAs
      Website Privacy Policy (PDF)
       Organization: Venable LLP

INTERNATIONAL RESOURCES: VISA LETTERS

      Essential Visa Requirements Information Sheet (PDF)
      Visa Invitation Letter: Individual Attendee (PDF)
       Organization: International Sign Association

POLICIES: DOCUMENTS AND RECORDS RETENTION

      Document Retention and Destruction Policy (PDF)
       Organization: Pillsbury Winthrop Shaw Pittman, LLP
      Record Retention Policy Table of Contents (PDF)
       Organization: Venable LLP

LEADERSHIP DEVELOPMENT AND SUCCESSION PLANNING

      Emergency Succession Plan (PDF)
       Organization: California Park & Recreation Society
      HRS Leadership Development and Succession Planning Charts (PDF)
       Organization: Heart Rhythm Society
      NAFSA Leader Handbook (PDF)
       Organization: Association of International Educators




LEGAL FORMS AND MODELS
Small-Staff Organization Models & Samples                                       11



      501(c)(3) Conflict of Interest Policy (PDF)
       Organization: Venable LLP
      Antitrust Compliance Policy (PDF)
       Organization: Venable LLP
      Board Spending Policy (PDF)
       Organization: Joseph G. Bonanno Law Office
      Committee Copyright Assignment Form (PDF)
       Organization: Venable LLP
      Copyright License for Articles (PDF)
       Organization: Venable LLP
      Copyright License for Speaking Presentations (PDF)
       Organization: Venable LLP
      Corporate Sponsorship Agreement (PDF)
       Organization: Venable LLP
      Fax Consent Form ((PDF)
       Organization: Venable LLP
      License of Association Logos to Members (PDF)
       Organization: Venable LLP
      Listserv/Online Discussion Group Rules (PDF)
       Organization: Venable LLP
      Mailing List Rental Terms and Conditions (PDF)
       Organization: Venable LLP
      Salary Survey Legal Notice and Disclaimer (PDF)
       Organization: Venable LLP
      Copyright License for Articles (PDF)
       Organization: Venable LLP
      Use of Name and Photo Release and Waiver of Liability (PDF)
       Organization: Venable LLP
      Video Consent Form (PDF)
       Organization: Sorkin Productions
      Whistleblower Policy (PDF)
       Organization: Venable LLP

MARKETING TOOLS AND RESOURCES

      Association Forum of Chicagoland Marketing Brief Forum (PDF)
       Organization: Association Forum of Chicagoland
      NACo Marketing Tool Kit (PDF)
       Organization: National Association of Counties
      NAHB Creative Brief and Review Worksheet (PDF)
       Organization: National Association of Home Builders

MARKETING TOOLS AND RECOURCES: ADVERTISEMENTS

      Stay on Target with APICS Education (PDF)
       Organization: APICS -- The Educational Society for Resource Management

MARKETING TOOLS AND RECOURCES: BRANDING AND LOGO POLICIES
Small-Staff Organization Models & Samples                                            12



      AIHA Logo Usage Policy (PDF)
       Organization: American Industrial Hygiene Association
      Ad Licensing Agreement (PDF)
       Organization: Investment Management Consultants Association

MARKETING TOOLS AND RECOURCES: COLLATERIAL

      NASSP Capabilities Profile (PDF)
       Organization: National Association of Secondary School Principals
      SAMPE Exhibits Brochure (PDF)
       Organization: Society for the Advancement of Material and Process Engineers
      SMPS - Marketing Communications Awards Sponsorship Brochure (PDF)
       Organization: Society for Marketing Professional Services
      SMPS - Strategic Plan Brochure (PDF)
       Organization: Society for Marketing Professional Services

MARKETING TOOLS AND RECOURCES: COMMUNICATIONS AND MARKETING PLANS

      ASAE Marketing Budget Plan (PDF)
       Organization: American Society of Association Executives
      ASAE Marketing Project Deliverables Checklist (PDF)
       Organization: American Society of Association Executives
      Membership Campaign Marketing Plan (PDF)
       Organization: Photo Marketing Association International
      Sample Annual Conference Marketing Communications Plan (PDF)
       Organization: American Society of Association Executives

MARKETING TOOLS AND RECOURCES: POSITIONING BROCHURES

      National Council of Jewish Women Resolutions Brochure (PDF)
       Organization: National Council of Jewish Women
      School Community Kitchens How-To Guide (PDF)
       Organization: American School Food Service Association
      UFI-IAEM Fairs & Exhibitions Brochure (PDF)
       Organization: International Association for Exhibition Management
      Sample Annual Conference Marketing Communications Plan (PDF)
       Organization: American Society of Association Executives

MEMBERSHIP RESOURCES: DUES & INVOICES

      ASA Membership Renewal Invoice (PDF)
       Organization: American Staffing Association
      Automated Membership Renewal Reminder Voicemail (MP3)
       Organization: National Athletic Trainers' Association
      NACUBO Dues Schedule (PDF)
       Organization: NACUBO
      NAHU Membership Invoice (PDF)
       Organization: National Association of Health Underwriters

MEMBERSHIP RESOURCES: MENTORING PROGRAMS
Small-Staff Organization Models & Samples                                          13



      APTA Mentoring Program for Business Members Mission (PDF)
       Organization: American Public Transportation Association

MEMBERSHIP TOOLS & RESOURCES

      15 Month Renewal Letter (PDF)
       Organization: American Society of Association Executives
      AACD Membership Development Plan (PDF)
       Organization: American Academy of Cosmetic Dentistry
      ASAE Member Prospect Inquiry (PDF)
       Organization: American Society of Association Executives
      Leadership Development Process (PDF)
       Organization: National Trade Association
      NJSCPA’s Dial M for Members Renewal Phone Campaign Manual (PDF)
       Organization: New Jersey Society of Certified Public Accountants
      Oncology Nursing Society Volunteer Recruitment Flyer (PDF)
       Organization: Oncology Nursing Society

MEMBERSHIP TOOLS & RESOURCES: APPLICATIONS

      AABB Membership Application (PDF)
       Organization: American Association of Blood Banks
      AIA Membership Application (PDF)
       Organization: The American Institute of Architects
      AILA Student Membership Application (PDF)
       Organization: American Immigration Lawyers Association
      AWEA Membership Brochure and Application (PDF)
       Organization: American Wind Energy Association

MEMBERSHIP TOOLS & RESOURCES: BENEFITS FLYERS

      ASSH Membership Benefits brochure (PDF)
       Organization: American Society for Surgery of the Hand
      ELFA Membership Recruitment Brochure (PDF)
       Organization: Equipment Leasing and Finance Association
      Member Benefits Brochure 2010 (PDF)
       Organization: National Association of Counties

MEMBERSHIP TOOLS & RESOURCES: BROCHURES

      ACCC Membership Recruitment Brochure (PDF)
       Organization: Association of Community Cancer Centers
      ASA Membership Brochure (PDF)
       Organization: American Staffing Association
      Associate Partner Program Member-Get-A-Member Campaign Brochure (PDF)
       Organization: Healthcare Association of Michigan
      IIAT Membership Marketing Brochure
       Organization: Independent Insurance Agents of Texas
      NAILBA Prospect Membership Brochure (PDF)
       Organization: National Association of Independent Life Brokerage Agencies
Small-Staff Organization Models & Samples                                    14



MEMBERSHIP TOOLS & RESOURCES: EMAILS

      AACD Dropped Member Email (PDF)
       Organization: American Academy of Cosmetic Dentistry
      ASAE Renewal Thank You Email (PDF)
       Organization: American Society of Association Executives
      NJSCPA First Renewal Email Letter (PDF)
       Organization: New Jersey Society of Certified Public Accountants
      Quest Email to Lapsed Members
       Organization: Quest

MEMBERSHIP TOOLS & RESOURCES: LETTERS

      AACD First Renewal Letter (PDF)
       Organization: American Academy of Cosmetic Dentistry
      ASFSA Membership Renewal Letter (PDF)
       Organization: American School Food Service Association
      ELFA New Member Welcome Letter (PDF)
       Organization: Equipment Leasing and Finance Association
      ONS 60-Day Renewal Letter (PDF)
       Organization: Oncology Nursing Society

MEMBERSHIP TOOLS & RESOURCES: LETTERS AND TEMPLATES FOR MEMBER USE

      ASFSA Sample Letter of Support (PDF)
       Organization: American School Food Service Association

MEMBERSHIP TOOLS & RESOURCES: SURVEYS

      APS Exit Survey (PDF)
       Organization: American Pain Society
      Austin NARI Survey (PDF)
       Organization: National Association of the Remodeling Industry
      IEC Recruitment and Retention Toolkit: #27. New Member Survey (PDF)
       Organization: Independent Electrical Contractors
      RCPSC Membership Satisfaction Survey (PDF)
       Organization: Royal College of Physicians and Surgeons of Canada
      ULI San Francisco Membership Survey (PDF)
       Organization: Urban Land Institute

NEWSLETTERS

      ABMP Student Newsletter - Knead to Know (PDF)
       Organization: Associated Bodywork & Massage Professionals
      IECA Insights-October (PDF)
       Organization: Independent Educational Consultants Association
      RID - VIEWS Newsletter (December) (PDF)
       Organization: The Registry of Interpreters for the Deaf, Inc.
      The Inside Line Newsletter Spring 2006 (PDF)
Small-Staff Organization Models & Samples                                                   15



       Organization: The Rochelle Organization, Inc.

NEWSLETTERS: CHAPTER

      NIRI - Chapter Update Newsletter (PDF)
       Organization: National Investor Relations Institute
      The Peer Educator-August (PDF)
                                              ™
       Organization: The BACCHUS Network

NEWSLETTERS: ELECTRONIC

      ALA - LabSnap Monthly E-Newsletter (PDF)
       Organization: Association for Laboratory Automation
      Bi-weekly Email Newsletter (PDF)
       Organization: National Association of Counties
      MAR E-News (March 20) (PDF)
       Organization: Michigan Association of REALTORS®

NEWSLETTERS: QUARTERLY

      NLGJA - Outlook Newsletter (Spring/Summer) (PDF)
       Organization: National Lesbian and Gay Journalists Association
      New York County Dental Society's Dentist Quarterly-Summer Issue (PDF)
       Organization: New York County Dental Society

PHILANTHROPIC AND NONPROFIT TOOLS AND RESOURCES

      CEO Employment Contract (PDF)
       Organization: Pillsbury Winthrop Shaw Pittman LLP
      CFA Institute Procedures for Handling Complaints (PDF)
       Organization: CFA Institute
      Crisis Management Overview and Template for Members (DOC)
       Organization: National Club Association
      Donor Grant Guidelines (PDF)
       Organization: Venable LLP
      Nonprofit Board Member’s Job Description (PDF)
       Organization: Whiteford, Taylor & Preston LLP
      Sample Nominating Committee Operating Procedures (PDF)
       Organization: Equipment Leasing & Finance Foundation

PHILANTHROPIC AND NONPROFIT TOOLS AND RESOURCES: BOARD AND VOLUNTEER POLICIES

      Board Responsibilities Checklist (PDF)
       Organization: Whiteford, Taylor & Preston LLP
      Board of Directors Conflict of Interest Policy and Disclosure Form: Option A (PDF)
       Organization: Venable LLP



POLICIES: ANTITRUST
Small-Staff Organization Models & Samples                                           16



      Antitrust Compliance Statement for use on Meeting Agendas (PDF)
       Organization: Venable LLP
      Antitrust Statement for Distribution and Recitation at Meetings (PDF)
       Organization: Venable LLP
      Sample Speaker Agreement Anti-Trust Clause (PDF)
       Organization: CompassPoints

POLICIES: COMPUTER AND INTERNET USAGE POLICIES

      EDI Technology Policy (PDF)
       Organization: Executive Director, Inc.
      Employee Communications Usage Policy (PDF)
       Organization: Venable LLP
      Fraudulent Email Warning Letter (PDF)
       Organization: Unknown Organization
      Staff IT Security Policy (PDF)
       Organization: Unknown Organization

POLICIES: DOCUMENT AND RECORDS RETENTION

      ASAE Records Retention Schedule (PDF)
       Organization: ASAE & The Center for Association Leadership
      Sample Records Management Policy (PDF)
       Organization: Newspaper Association of America
      Tate & Tryon CPAs and Consultants - Record Retention Schedule (PDF)
       Organization: Tate & Tyron CPAs and Consultants

POLICIES: JOINT VENTURE

      Agreement for a Joint Venture between Two Associations (PDF)
       Organization: Venable LLP
      Joint Venture Policy (PDF)
       Organization: Pillsbury Winthrop Shaw Pittman, LLP

POLICIES: NEW FORM 990 COMPLIANT POLICIES

      Compensation Policy (PDF)
       Organization: Venable LLP
      Conflict of Interest Policy with Acknowledgement and Disclosure Form (PDF)
       Organization: Venable LLP
      POLICIES: NEW FORM 990 COMPLIANT POLICIES
      Affinity Programs/Endorsement Policy (PDF)
       Organization: Entomological Society of America
      POLICIES: NEW FORM 990 COMPLIANT POLICIES
      IFT - Employee Goal Setting Plan (PDF)
       Organization: Institute of Food Technologists
      POLICIES: NEW FORM 990 COMPLIANT POLICIES
      IFT - Outline for Organizational Education Needs Assessment Report (PDF)
       Organization: Institute of Food Technologists
Small-Staff Organization Models & Samples                                                  17



PROFESSIONAL DEVELOPMENT SAMPLE RESOURCES: 2c-BUSINESS PLANNING

      Education Needs Survey (PDF)
       Organization: Washington Association of Landscape Professionals

PROFESSIONAL DEVELOPMENT SAMPLE RESOURCES: 2d-PROGRAM DESIGN

      IFT - Short Course and Pre-Meeting Proposal Form (PDF)
       Organization: Institute of Food Technologists

PROFESSIONAL DEVELOPMENT SAMPLE RESOURCES: 3a-PROGRAM DEVELOPMENT

      CAHPERD Conference Call for Presentations (PDF)
       Organization: CA Association for Health, Physical Education, Recreation and Dance
      CUES General Speaker Information Letter (PDF)
       Organization: Credit Union Executives Society
      Call for Presentations and Proposal Guidelines (PDF)
       Organization: Health Care Association of Michigan

PROFESSIONAL DEVELOPMENT SAMPLE RESOURCES: 3c-LEGAL, CONTRANCTS, AGREEMENTS

      CUES Speaker Agreement (PDF)
       Organization: Credit Union Executives Society
      Educational Grant and Sponsorship Memorandum of Understanding (PDF)
       Organization: Association Innovations, Inc.
      Independent Contractor Agreement (PDF)
       Organization: Bonanno Law Office

PROFESSIONAL DEVELOPMENT SAMPLE RESOURCES: 3d-INTERNATIONAL PRACTICES

      Visa Invitation Letter: Delegation Member (PDF)
       Organization: International Sign Association
      Visa Invitation Letter: Exhibitors (PDF)
       Organization: International Sign Association
      Visa Letter Request Application (PDF)
       Organization: Produce Marketing Association

PROFESSIONAL DEVELOPMENT SAMPLE RESOURCES: 4a-MARKETING PLANS AND TACTICS

      AH's Marketing Plan Worksheet (PDF)
       Organization: Association Headquarters, Inc.
      ISAE Conference Program Brochure (PDF)
       Organization: Illinois Society of Association Executives

PROFESSIONAL DEVELOPMENT SAMPLE RESOURCES: 5a-EVALUATION PLAN AND METHODOLIGIES

      ASRT Annual Conference Survey (PDF)
       Organization: American Society of Radiologic Technologists
      Speaker Evaluation Form (PDF)
       Organization: Peter de Jager
Small-Staff Organization Models & Samples                                            18



PROFESSIONAL DEVELOPMENT SAMPLE RESOURCES: 5b-EVALUATION ANALYSIS REPORTING AND
TRACKING

      Evaluation Template (PDF)
       Organization: Institute of Food Technologists
      IFT - Faculty Evaluation Letter Template (PDF)
       Organization: Institute of Food Technologists
      Non-attendee Needs Assessment Survey (PDF)
       Organization: American Immigration Lawyers Association

PROFESSIONAL DEVELOPMENT SAMPLE RESOURCES: 6-APPLICATIONS OF TECHNOLOGY

      Conference Recording Bids 'Apples to Apples' Worksheet (PDF)
       Organization: Impact Media Solutions, Inc.
      Online Testing Provider Evaluation Form (PDF)
       Organization: Mickie S. Rops & Associates

PROFESSIONAL DEVELOPMENT SAMPLE RESOURCES: 7d-STRATEGIC PARTNERSHIPS

      CUES Sponsor Letter (PDF)
       Organization: Credit Union Executives Society
      Conference Partnership Opportunities Brochure (PDF)
       Organization: State Science and Technology Institute

PROFESSIONAL DEVELOPMENT SAMPLE RESOURCES: 8a-STAFFING

      Education Assistance Program (PDF)
       Organization: American Academy of Optometry
      NACS Director of Education Position Description (PDF)
       Organization: Association of College Stores
      NFDA Senior VP-Professional Development Position Description (PDF)
       Organization: National Funeral Directors Association

PROFESSIONAL DEVELOPMENT SAMPLE RESOURCES: 8b-DEPARTMEMT/PROGRAM ADMIN

      IFT - Short Course Pre-Meeting Expense Policy (PDF)
       Organization: Institute of Food Technologists

PUBLICATION TOOLS AND RESOURCES

      ACCE Publication Rejection Letter (PDF)
       Organization: American Chamber of Commerce Executives
      ACCE Reseller Agreement (PDF)
       Organization: American Chamber of Commerce Executives
      Sample Article Agreement (PDF)
       Organization: Rebecca Milot-Bradford, MBS

PUBLICATION TOOLS AND RESOURCES: JOURNAL AUTHOR GUIDELINES

      American Association of Grant Professionals Journal Author Guidelines (PDF)
Small-Staff Organization Models & Samples                                                      19



           Organization: American Association of Grant Professionals
          SAMPE Journal Author Instructions (PDF)
           Organization: Society for the Advancement of Material and Process Engineers
          SUNA - Urologic Nursing Journal Author Guidelines (PDF)
           Organization: Society of Urologic Nurses and Associates

PUBLICATION TOOLS AND RESOURCES: JOURNAL REVIEWING MATERIALS

          ASCP - LabMedicine Manuscript Review Form (long) (PDF)
           Organization: American Society for Clinical Pathology
          JHIM - Manuscript Review Form (PDF)
           Organization: Healthcare Information and Management Systems Society

REQUESTS FOR PROPOSALS

          ACCSCT - Request for Approval (PDF)
           Organization: Accrediting Commission of Career Schools and Colleges of Technology
          CRS Print and CD-ROM Directory RFP (PDF)
           Organization: Council of Residential Specialists
          California Dental Association RFP for Mailhouse Services (PDF)
           Organization: California Dental Association
          Elearning Request for Proposal (PDF)
           Organization: APICS - The Educational Society for Resource Management
          How to Write a Hotel RFP Checklist (PDF)
           Organization: Meetings and Conventions Magazine
          Information Technology Assessment Request for Proposal (PDF)
           Organization: National Association of County and City Health Officials
          PMA Training Research RFP (PDF)
           Organization: Produce Marketing Association
          Sample Administrator Services Request for Proposal (PDF)
           Organization: North American Hazardous Materials Management Association
          TRAEF Golf Course RFP for Tournament (PDF)
           Organization: Texas Restaurant Association

SOCIAL MEDIA TOOLS AND RESOURCES

   Social Media Strategy (PDF)
    Organization: Risk and Insurance Management Society, Inc.
   Social Media Strategy and Guidelines (PDF)
    Organization: National Association of Realtors

STAFF MANAGEMENT: EMPLOYMENT AGREEMENTS

           CEO Employment Agreement (PDF)
            Door and Hardware Institute
           Executive Employment Agreement (PDF)
            Organization: Venable
           Executive Employment Contracts -- Key Issues (PDF)
            Organization: Venable
Small-Staff Organization Models & Samples                                              20



            Independent Contractor Agreement (PDF)
             Organization: Bonanno Law Office
            Independent Contractor Agreement (for Corporation)-Condensed (PDF)
             Organization: Venable
            Independent Contractor Agreement (for Corporation)-short (PDF)
             Organization: Venable
            Independent Contractor Agreement (for Individuals) (PDF)
             Organization: Venable
            Sample Executive Employment Agreement (PDF)
             Organization: National Association of Housing Coops

STAFF MANAGEMENT: TELECOMMUTING

     AILA Telecommuting Agreement (PDF)
         Organization: American Immigration Lawyers Association
     NATA Flex Time Benefits (PDF)
         Organization: National Athletic Trainers Association
     Telecommuting Policy (PDF)
         Organization: Venable LLP
     Teleworking Application (PDF)
         Organization: National Athletic Trainers Association Inc
     Teleworking Policy (PDF)
         Organization: National Athletic Trainers Association Inc



STAFF MANAGEMENT: TRAVEL POLICIES

             APS Staff Travel Policies (PDF) [8 years old but still pertinent]
              Organization: American Physical Society
             ASC Travel Guidelines (PDF)
              Organization: The Adhesive and Sealant Council Inc
             NAEYC Travel Policy (PDF) [very comprehensive, but 6 yrs old]
              Organization: National Association for the Education of Young Children
             NAVA Travel Policy and Guidelines (PDF)
              Organization: NAVA – The Association for Insured Retirement Solutions
             The Wilderness Society - Travel & Expense Policy (PDF)
              Organization: The Wilderness Society
              Travel Expense Policy (PDF)
              Organization: TN Recreation & Parks Association



STRATEGIC PLANS
Small-Staff Organization Models & Samples                                                          21



        2001-2002 Plan of Action Overview (PDF)
          Organization: American School Food Service [old but good model]
        2007-2012 Strategic Plan (PDF)
          Organization: Velvet Chainsaw Consulting
        Consolidated Performance Scorecard (PDF)
          Organization: American Industrial Hygiene
        HRS Strategic Planning Cycle (PDF)
          Organization: Heart Rhythm Society
        NACE - Strategic Plan (PDF)
          Organization: National Association of Colleges and Employers
        Strategic Foundation Document (PDF)
          Organization: Alpha Phi Alpha Fraternity, Inc
        Strategic Plan 2001 - 2003 (PDF)
         Organization: Association for Professionals in Infection Control and Epidemiology, Inc.
       Strategic Plan Metrics Dashboard (PDF)
         Organization: New Jersey Society of Certified Public Accountants


TRADESHOW AND EXHIBITS TOOLS AND RESOURCES

      2007 Convention & Expo Marketing Plan (PDF)
       Organization: North Carolina Association of REALTORS
      2007 Convention & Expo Sponsorship Brochure (PDF)
       Organization: North Carolina Association of REALTORS
      AAMC Policy on Commercial and Non-profit Participation in Meetings (PDF)
       Organization: Association of American Medical Colleges
      ACR Annual Conference Site Consideration Criteria (PDF)
       Organization: Association for Conflict Resolution
      Alcohol Service Policy (PDF)
       Organization: Venable LLP
      CAHPERD Exhibit Space Application and Contract (PDF)
       Organization: CA Association for Health, Physical Education
      CUES Sponsor Letter (PDF)
       Organization: Credit Union Executives Society
      Evaluating a Site's Accessibility Checklist (PDF)
       Organization: Meetings & Conventions Magazine
      Exhibitor Invitation (PDF)
       Organization: Health Care Association of Michigan
      ISAE Conference Exhibitor Prospectus (PDF)
       Organization: Illinois Society of Association Executives
      ISAE Conference Program Brochure (PDF)
       Organization: Illinois Society of Association Executives
      Meeting Liabilty Checklist (DOC)
       Organization: Harris Management Group
      Sample Release from Hotel Contract (PDF)
       Organization: Bonanno Law Office
Small-Staff Organization Models & Samples                                22



      SMPS - Sponsor and Exhibitor Prospectus (PDF)
       Organization: Society for Marketing Professional Services
      SMPS - Sponsor and Exhibitor Contract (PDF)
       Organization: Society for Marketing Professional Services
      PMA - Fresh Summit Exhibitor Service Kit (PDF)
       Organization: Produce Marketing Association


WEBSITE RELATED TOOLS AND RESOURCES


      Email Me Postcard (PDF)
       Organization: National Council on Family Relations
      AMWA Listserv guidelines (PDF)
       Organization: American Medical Writers Association
      ASAE Guest Blogger policy (PDF)
       Organization: ASAE
      ASHA Web Linking Policy (PDF)
       Organization: American Speech-Language Hearing Association
      CTPAA Web Site Survey Questions (PDF)
       Organization: Cable Television Public Affairs Association
      Listserv/Online Discussion Group rules (PDF)
       Organization: Venable LLP MFSA Website Copyright Policy
      MFSA Website General Disclaimer (PDF)
       Organization: Mailing & Fulfillment Service Association
      Model Content Licensing and Linking Agreement (PDF)
       Organization: Venable LLP
      NATA – Web Forum Guidelines (PDF)
       Organization: National Athletic Trainers Association
      SAF Website Copyright policy (PDF)
       Organization: Society of American Florists
      Translation of Memorandum Agreement (PDF)
       Organization: Not Listed
      Website legal notice (PDF)
       Organization: Venable LLP
      Website Privacy Policy (PDF)
       Organization: Venable LLP

VOLUNTEER ENGAGEMENT TOOLS AND RESOURCES

      ISACA Acknowledging volunteer deaths
       Organization: Information Systems Audit and Control Association
      Oncology Nurses Association volunteer recruitment flyer
       Organization: Oncology Nursing Society
      MGMA Volunteer Orientation materials list
       Organization: Medical Group Management Association

				
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