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the entire section summary of changes file ASME

VIEWS: 4 PAGES: 87

									     Essential                                    Units
                 Volunteer     Communi-
    Leadership                                 Leadership   Online Roster
                  Center      cations Tools
      Tools                                     Resource


      100          100            100                100        100


      200          200            200                200       200


      300          300            300                300        300


      400          400            400                400        400


      500          500            500                500        500

End Game                 ASME 101 – ASME Resources
                                    1
ASME 101: Resources for ASME
    Scott A. Carlson, P.E.
    carlsons3@asme.org
             2
         Session Objectives

• The objective of this session is to
  provide you (in a fun and interactive
  way) with an overview of the resources
  that are available to you to guide you in
  leading your unit more effectively.




              ASME 101 – ASME Resources
                         3
                                 ASME Jeopardy




  Welcome to
ASME JEOPARDY
   Guest Host: Scott Carlson



     ASME 101 – ASME Resources
                4
                      A one stop shop for
                     leaders to download
                   necessary forms, roster,
                   manuals and contact info


                             ASME 101 – ASME Resources
Q: Ess Leadership for $100              5
                             Unit Leadership
                             Resource Center



                               ASME 101 – ASME Resources
A: Ess Leadership for $100                6
                                                         ASME Jeopardy


        Unit Leadership Resource Center:
         •   Forms & Instructions
         •   Online Roster
         •   Financial Reports Manager
         •   Manuals
         •   Leadership Resources
         •   General Information (Newsletter Template)
         •   Staff Contacts
                    http://volunteer.asme.org/unit/

                             ASME 101 – ASME Resources
E: Ess Leadership for $100              7
                  A place to access current
                   membership and officer
                         information



                             ASME 101 – ASME Resources
Q: Ess Leadership for $200              8
                             On-line Roster




                              ASME 101 – ASME Resources
A: Ess Leadership for $200               9
                                                               ASME Jeopardy


       Online Roster:
      • For divisions and sections, unit leaders have access to
        the online membership roster 24/7
      • Revised format for ease of use
      • Access to current officer information
      • This data can be used for:
            – Learning about member changes in unit (address changes, new
              members)
            – Demographics studies (where members live, employers, job
              positions and technical interest)
            – Phone banks and contact information
      • To gain access, the designated volunteers must sign a
        conflict of interest form and member data agreement.
      • Both forms are available on the Unit Leadership
        Resource Center
                               ASME 101 – ASME Resources
E: Ess Leadership for $200               10
 DAILY
DOUBLE

 ASME 101 – ASME Resources
           11
                          Available to all unit
                        leaders (or authorized
                               designees)
                         to communicate with
                             their unit 24/7


                              ASME 101 – ASME Resources
Q: Ess Leadership for $300              12
                       Unit E-mail Messaging




                             ASME 101 – ASME Resources
A: Ess Leadership for $300             13
                                                             ASME Jeopardy


       Unit E-mail Messaging:




                             https://roster.asme.org/
                                 ASME 101 – ASME Resources
E: Ess Leadership for $300                 14
                    Access information on
                     Board of Governors,
                   Sectors and Committees
                   and Global Communities
                         Directories


                             ASME 101 – ASME Resources
Q: Ess Leadership for $400             15
                             Online Directories




                                ASME 101 – ASME Resources
A: Ess Leadership for $400                16
                                                         ASME Jeopardy


       Online Directories:
       • AC-10 – Board of Governors (BOG), Sectors and
         Committees
       • Global Communities Directory
       • Directories are linked to the ASME database so they
         are always up-to-date
       • Access through the “Members Only” link on ASME.org.
         or at
                           http://my.asme.org
       • To access both directories you will need your ASME
         member number.

                             ASME 101 – ASME Resources
E: Ess Leadership for $400             17
                   A center where you can
                   obtain quick access to
                   best practices, Section
                  Newsletter Template, and
                       VOLT Academy


                             ASME 101 – ASME Resources
Q: Ess Leadership for $500             18
                             Volunteer Center




                                ASME 101 – ASME Resources
A: Ess Leadership for $500                19
                                                         ASME Jeopardy


        Volunteer Center:
        •    Program Funding Options
        •    Unit Leadership Resource Center
        •    Best Practices (Section & Division)
        •    Volunteer Expense Form
        •    Section Newsletter Template
        •    Volunteer Orientation and Leadership
             Training (VOLT) Academy
            http://www.asme.org/Governance/Volunteer/
                             ASME 101 – ASME Resources
E: Ess Leadership for $500             20
                       Potential source of
                     funding for programs/
                   services where funding is
                      not provided by the
                   annual operating budget


                               ASME 101 – ASME Resources
Q: Volunteer Centre for $100             21
                               Program Funding
                                   Options



                                 ASME 101 – ASME Resources
A: Volunteer Centre for $100               22
                                                               ASME Jeopardy


        Program Funding Options:
        • Options for projects not funded through the
          annual operating budget:
        • ASME Development Fund
              – Eligible Projects: Feasibility Studies; Experimental,
                Embryonic or Prototype Programs
        • ASME Foundation Grants
              – Technical Literacy
              – Career Planning & Skills Development
              – Technologically Sound Public Policy

 http://www.asme.org/Governance/Volunteer/Funding/Program_Funding_Options.cfm

                               ASME 101 – ASME Resources
E: Volunteer Centre for $100             23
                    A central location where
                    successful programs are
                     documented to provide
                     guidance to other units


                               ASME 101 – ASME Resources
Q: Volunteer Centre for $200             24
                      •Term LifeBest Practices
                                     •Long Term Care
                      •Disability Income •Medicare Supplement
                      •Major Medical        •Discount Prescription
                      •Dental               •Small Employer Group
                                            Insurance


                                   ASME 101 – ASME Resources
A: Volunteer Centre for $200                 25
                                                                       ASME Jeopardy


         Best Practices:
         • Case study approach of section and technical
           division best practices:
               –   Community & Government Relations / Outreach
               –   Honors & Awards
               –   Industry Relations / Outreach / External Collaborations
               –   Local Technical Conferences
               –   Marketing / Advertising / Promotions
               –   Members & Leaders
               –   Operations & Organization
               –   Professional Development / Short Courses / Seminars
               –   Revenue Generations / Finances
               – Study & Early Career Engineer

                           http://volunteer.asme.org/practices/
                                    ASME 101 – ASME Resources
E: Volunteer Centre for $200                  26
                    Step by step instructions
                         for ASME http



                               ASME 101 – ASME Resources
Q: Volunteer Centre for $300             27
                           Guidelines to Create
                            Section Website



                               ASME 101 – ASME Resources
A: Volunteer Centre for $300             28
                                                              ASME Jeopardy


          Guidelines for Creating Section Website:

          • Importance of having a website for your unit:
                – Increase communication & involvement among
                  current Section, Group and Student Section
                  members.
                – Offer greater visibility for activities and members.
                – Provide additional means for promotion/marketing
                  of publication, programs and events.
                – Utilize as a recruitment tool for increasing
                  membership.
   http://volunteer.asme.org/unit/Guidelines_Creating_Section.cfm

                               ASME 101 – ASME Resources
E: Volunteer Centre for $300             29
                        Academy for training /
                       leadership resource for
                            unit leaders



                               ASME 101 – ASME Resources
Q: Volunteer Centre for $400             30
                      Volunteer Orientation
                     and Leadership Training
                        (VOLT) Academy



                               ASME 101 – ASME Resources
A: Volunteer Centre for $400             31
                                                              ASME Jeopardy


          VOLT Academy:

         • Ensure ASME volunteers have the
           training needed to assume the
           leadership positions.
         • The skills gained from such leadership
           positions can enhance their professional
           careers.

                           http://volunteer.asme.org/volt/
                                  ASME 101 – ASME Resources
E: Volunteer Centre for $400                32
                    A centralized location for
                     units to post available
                        positions and for
                    interested volunteers to
                        post their profiles


                               ASME 101 – ASME Resources
Q: Volunteer Centre for $500             33
                        Volunteer Opportunity
                        Bulletin Board (VOBB)



                               ASME 101 – ASME Resources
A: Volunteer Centre for $500             34
                                                           ASME Jeopardy

        Volunteer Opportunities Bulletin
        Board (VOBB):
       • Strengthen your unit through increased diversity
       • Attract new members
       • Fill open positions more quickly
       • Sort by structure (sector) or category (desired
         position)
       • Interested volunteers can post their profile on
         the VOBB
       • Leaders can post available positions and search
         profiles
                http://volunteer.asme.org/vobb
                               ASME 101 – ASME Resources
E: Volunteer Centre for $500             35
                   Downloadable files from
                     the following site

                     https://roster.asme.org
                     (Text or Excel formats)


                           ASME 101 – ASME Resources
Q: Comm Tools for $100               36
                         Section Master Roster
                 •Display the field definition of the section master roster file
                 •Download the entire section master roster in text format
                 •Download the entire section master roster in Excel format
                 •Display the field definition for the "summary of changes" file
                 •Download the entire section summary of changes file (text)
                 •Download the entire section summary of changes file (Excel)
                 •Display the field definition of the dropped members file
                 •Download the dropped members file (text)
                 •Download the dropped members file (Excel)




                                    ASME 101 – ASME Resources
A: Comm Tools for $100                        37
                                                         ASME Jeopardy


      Section Roster Download:




                         https://roster.asme.org/
                             ASME 101 – ASME Resources
E: Comm Tools for $100                 38
                   Access information on
                    Board of Governors,
                  Sectors and Committees
                  and Global Communities
                        Directories


                         ASME 101 – ASME Resources
Q: Comm Tools for $200             39
                         Online Directories




                            ASME 101 – ASME Resources
A: Comm Tools for $200                40
                                                     ASME Jeopardy


       Online Directories:
       • AC-10 – Board of Governors (BOG), Sectors and
         Committees
       • Global Communities Directory
       • Directories are linked to the ASME database so they
         are always up-to-date
       • Access through the “Members Only” link on ASME.org.
         or at
                           http://my.asme.org
       • To access both directories you will need your ASME
         member number.

                         ASME 101 – ASME Resources
E: Comm Tools for $200             41
              Published 10 times a year;
                This template can be
                   found or the Unit
               Leadership Resources
                 Center or Volunteer
                 Resources pages.

                         ASME 101 – ASME Resources
Q: Comm Tools for $300             42
                         Section Newsletter
                              Template



                            ASME 101 – ASME Resources
A: Comm Tools for $300                43
                                                             ASME Jeopardy


        Section Newsletter Template:
       • Prepared for use by newsletter editors
       • 10 published per year in Word format
       • Contains articles related to unit activities, special
         announcements and ASME products and services
       • Space is provided for placement of unit related
         articles
       • Editors notified each month. The latest template
         can be found or the Unit Leadership Resources
         Center or Volunteer Resources pages.
 http://www.asme.org/Governance/Volunteer/Section_Newsletter_Templates.cfm

                           ASME 101 – ASME Resources
E: Comm Tools for $300               44
                       Quick access to
                   publications for leaders
                  to increase awareness of
                       ASME Activities


                         ASME 101 – ASME Resources
Q: Comm Tools for $400             45
                         Online Publications




                             ASME 101 – ASME Resources
A: Comm Tools for $400                 46
                                                                    ASME Jeopardy


         Online ASME Publications:
        • K&C Leadership News
             http://committees.asme.org/K&C/CIC/Current_Issue.cfm

        • Inter-Comm – Published quarterly for
          volunteer leaders to increase their
          awareness of ASME Activities
                          http://www.asme.org/NewsPublicPolicy//

        • ASME Connections – Easy access to the
          new structure of and ASME strategies
                         http://www.asme.org/communities/member/



                                 ASME 101 – ASME Resources
E: Comm Tools for $400                     47
                         A place to find contact
                         information for ASME
                          District and Section
                                 leaders


                               ASME 101 – ASME Resources
Q: Comm Tools for $500                   48
                         Global Communities




                             ASME 101 – ASME Resources
A: Comm Tools for $500                 49
         ASME Global Communities:
        • Find contact information for district leaders
        • Find contact information for neighboring
          section leaders
        • Study other district and section websites to
          determine best practices




           http://districts.asme.org/communities.htm

                         ASME 101 – ASME Resources
E: Comm Tools for $500             50
                                                     ASME Jeopardy


        ASME Global Communities:




                         ASME 101 – ASME Resources
E: Comm Tools for $500             51
                A location with documents
               that you fill in when making
                    requests as well as
                  directions for filling out
                     these documents


                              ASME 101 – ASME Resources
Q: Unit Leadership for $100             52
                   Unit Forms & Instructions




                              ASME 101 – ASME Resources
A: Unit Leadership for $100             53
                                                          ASME Jeopardy


          Unit Forms & Instructions:
         • The following are a few example of forms and
           instructions essential to leaders:
               –
            Volunteer Travel Reimbursement Form
               –
            Conflict of Interest Form
               –
            Industry Plaque Order Form
               –
            Section Officers & Committees Information Form
               –
            Unit Operating Budget/Plan & Annual Financial
            Report Instructions
          – Section Merit Funding Program Form
          – Certificate Template
          – ASME Letterhead
  http://volunteer.asme.org/unit/Unit_Forms_Instructions.cfm
                              ASME 101 – ASME Resources
E: Unit Leadership for $100             54
                        Roadmaps for leading
                            ASME units



                              ASME 101 – ASME Resources
Q: Unit Leadership for $200             55
                          Manuals, Guides,
                         Handbooks & Policies



                              ASME 101 – ASME Resources
A: Unit Leadership for $200             56
                                                                            ASME Jeopardy

            Manuals, Guides, Handbooks &
            Policies:
           •    NEW           Student Section Handbook(Revised June 2010, replaces ML-1)
           •    ML-10         Section, Subsection, Group Operations Manual
           •    ML-13         Treasurers Manual
           •    ML-14         Industry Relations Manual
           •    ML-15         Section Program Handbook
           •    P-2.8         Appropriations for Sections and Chapters
           •    P-5.3         Formation and Operation of Section, Subsections &
                              Local Groups
           • P-12.14          Use of Member Data
           • P-15.7           Ethics
           • P-15.8           Conflict of Interest
          http://volunteer.asme.org/unit/Manuals_Policies.cfm
                                     ASME 101 – ASME Resources
E: Unit Leadership for $200                    57
                      Applications, stationary,
                       certificates, meeting
                         accessories and
                             brochures


                              ASME 101 – ASME Resources
Q: Unit Leadership for $300             58
                                Supplies




                              ASME 101 – ASME Resources
A: Unit Leadership for $300             59
            Supplies:
           • The following are supplies the unit leader can order
             through ASME:
                 – Applications & Membership Information
                       • Member Application
                       • Student Member Application
                       • Fellow Kit
                 – Stationery
                       • Envelopes
                 – Certificates
                       • Student Member Certificate
                       • Member Certificate Suitable for Framing (Order Form)
                       • Certificate Covers

 http://volunteer.asme.org/unit/Supplies_Available_From.cfm

                                     ASME 101 – ASME Resources
E: Unit Leadership for $300                    60
                                                                      ASME Jeopardy


            Supplies:
           • The following are supplies the unit leader can order
             through ASME:
                 – Meeting Supplies
                       •      Pressure Sensitive Nametags
                       •      Lectern Banner (Paper)
                       •      Red Arrows for Posters
                       •      Registration Poster
                       •      Information Posters
                       •      Right Path to the Future Poster
                 – Brochures
                       •      What is a Mechanical Engineer?
                       •      Mechanical Engineering A-Z
                       •      The How & Why of Codes and Standards
                       •      Videos Brochure
                       •      ASME at a Glance
                       •      Gain a Competitive Advantage
                                          ASME 101 – ASME Resources
E: Unit Leadership for $300                         61
                     An aid to unit leaders in
                     gathering new members
                      and to retain existing
                            members


                              ASME 101 – ASME Resources
Q: Unit Leadership for $400             62
                   Member Recruitment and
                       Retention Kit



                              ASME 101 – ASME Resources
A: Unit Leadership for $400             63
                                                          ASME Jeopardy

        Membership Recruitment &
        Retention Kit:
        • Advice on how to recruit members face to
          face, including overcoming objections
          and materials to bring with you.
        • Sample emails and phone scripts for
          inviting new members to meetings, and
          encouraging members to renew.
        • The kit is available on the Unit
          Leadership Resource Center
   http://volunteer.asme.org/Unit/Member_Recruitment_Retainment.cfm

                              ASME 101 – ASME Resources
E: Unit Leadership for $400             64
                           A collection of
                       presentations, white
                     papers, instructions and
                        links to assist unit
                              leaders


                              ASME 101 – ASME Resources
Q: Unit Leadership for $500             65
                              Unit Leadership
                                Resources



                                ASME 101 – ASME Resources
A: Unit Leadership for $500               66
                                                          ASME Jeopardy


        Unit Leadership Resources:
        • Presentations
              –   Section Building
              –   The Value of Membership
              –   Volunteer Recruitment
              –   Signing of Contracts
              –   Student Programs Presentation
              –   Style Guide
              –   Coding Presentation for Sections
              –   Conducting Old Guard Competition
        • General Resource Links
   http://volunteer.asme.org/unit/Leadership_Resources.cfm
                              ASME 101 – ASME Resources
E: Unit Leadership for $500             67
                    Means to find out who is
                    in your unit and get their
                       contact information



                            ASME 101 – ASME Resources
Q: Online Roster for $100             68
                            Contact/Membership
                                Information



                                ASME 101 – ASME Resources
A: Online Roster for $100                 69
      Contact/Membership Information:




                            https://roster.asme.org/
                                ASME 101 – ASME Resources
E: Online Roster for $100                 70
      Contact/Membership Information:




                            ASME 101 – ASME Resources
E: Online Roster for $100             71
                                                        ASME Jeopardy


      Contact/Membership Information:




                            ASME 101 – ASME Resources
E: Online Roster for $100             72
 DAILY
DOUBLE

 ASME 101 – ASME Resources
           73
                         Record executive
                       committee members of
                        your unit with ASME



                            ASME 101 – ASME Resources
Q: Online Roster for $200             74
                            Assign Officers




                              ASME 101 – ASME Resources
A: Online Roster for $200               75
                                                            ASME Jeopardy


       Assign Officers:




                            https://roster.asme.org/
                                ASME 101 – ASME Resources
E: Online Roster for $200                 76
                        Receive updated
                      information on your
                    Members from ASME on
                            demand


                            ASME 101 – ASME Resources
Q: Online Roster for $300             77
                        Membership Changes




                            ASME 101 – ASME Resources
A: Online Roster for $300             78
                                                        ASME Jeopardy


        Membership Changes:




                            ASME 101 – ASME Resources
E: Online Roster for $300             79
                     Research to cater to the
                        interest of your
                          membership



                            ASME 101 – ASME Resources
Q: Online Roster for $400             80
                       Demographics Studies




                            ASME 101 – ASME Resources
A: Online Roster for $400             81
                                                        ASME Jeopardy


        Demographics Studies:
        • Accessed through Online Roster
        • 42 columns of data retrieved
        • Items of interest for data collection could be:
          Company name, Join date, membership
          status, city, zip code, technical interest (1-5),
          graduation date and technical division




                            ASME 101 – ASME Resources
E: Online Roster for $400             82
                   Unit leader can authorize
                      certain Members to
                    access this information
                   after they sign conflict of
                       interest form and
                   member data agreement

                            ASME 101 – ASME Resources
Q: Online Roster for $500             83
                                                            ASME Jeopardy




                            Delegate Access to
                            Membership Roster



                                ASME 101 – ASME Resources
A: Online Roster for $500                 84
ASME JEOPARDY
 That’s All the time
we have today. See
  you on the next
       show!!
       ASME 101 – ASME Resources
                 85
           Essential Leadership Tools

Unit Leadership Resource Center                    http://volunteer.asme.org/unit/
Unit Email Messaging                               https://roster.asme.org/
Online Directories
(access through "Members Only" Link at ASME.org)   http://my.asme.org
Volunteer Center                                   http://www.asme.org/Governance/Volunteer/


           Volunteer Center

Program Funding Options                            http://www.asme.org/Governance/Volunteer/Funding/Program_Funding_Options.cfm
Best Practices                                     http://volunteer.asme.org/practices/
Guidelines for Creating Section Website            http://volunteer.asme.org/unit/Guidelines_Creating_Section.cfm
VOLT Academy:
Volunteer Orientation and Leadership Training      http://volunteer.asme.org/volt/
Volunteer Opportunity Bulletin Board (VOBB)        http://volunteer.asme.org/vobb



           Communications Tools

Section Roster Download                            https://roster.asme.org/
Section Newsletter Template                        http://www.asme.org/Governance/Volunteer/Section_Newsletter_Templates.cfm
Online Publications
   K&C Leadership News                             http://committees.asme.org/K&C/CIC/Current_Issue.cfm
   Inter-Comm                                      http://www.asme.org/NewsPublicPolicy/
   ASME Connections                                http://www.asme.org/communities/member/
PeerLink                                           http://peerlink.asme.org


           Units Leadership Resource

Unit Forms & Instructions                          http://volunteer.asme.org/unit/Unit_Forms_Instructions.cfm
Manuals, Guides, Handbooks & Policies              http://volunteer.asme.org/unit/Manuals_Policies.cfm
Supplies                                           http://volunteer.asme.org/unit/Supplies_Available_From.cfm
Member Recruitment and Retention Kit               http://volunteer.asme.org/Unit/Member_Recruitment_Retainment.cfm
Unit Leadership Resources                          http://volunteer.asme.org/unit/Leadership_Resources.cfm


           Online Roster

Contact Information for Members                    https://roster.asme.org/
Assign Officers                                    https://roster.asme.org/
Membership Changes                                 https://roster.asme.org/




                                         ASME 101 – ASME Resources
                                                   86
 Contact Information:
               Scott A. Carlson, P.E.
                 Rochester, WA
               carlsons3@asme.org
                  (360) 970-3171

This presentation will be posted on the 2011 LTC Web
Site, at
         http://events.asme.org/LTC11/home.cfm


                  ASME 101 – ASME Resources
                            87

								
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