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2009 - 2010 STAR Large Chapter
________Chapter
STRUCTURE & REPORTING
Major Objectives:
1
2
3
Guidelines:
1. Hold a minimum of 6 board meetings annually
2. To meet all submission deadlines to Regional Manager
3. Establish an audit committee to review the Chapter’s tax, insurance, legal documents and audit books
4. Identify Chair/Team Leaders
Strategies: Board Target Date
Member
1
2
3
Structure Points Plan Actual
Basic:
Officers (must include: President, Vice President, Secretary/Treasurer) 60
Additional officers/board chair/team leaders/directors 10
Board meetings per year 10 ea.
Education Chair/Team Leader – Name: _______________________________ 10
General Membership Programs Chair/Team Leader – Name: ______________ 10
Membership Development Chair/Team Leader – Name: __________________ 10
Communications/Marketing Chair/Team Leader – Name: _________________ 10
Long Range Planning/Succession Chair/Team Leader – Name: ____________ 10
Advisory Board of Local Senior Associates/Executives or Past Presidents 20
Young Professionals Chair/Team Leader – Name: _______________________ 10
Round Table/Affinity Group Chair/Team Leader – Name: _________________ 10
Women in Banking Chair/Team Leader – Name: _____________________ 10
Paper Writing Chair/Team Leader – Name: _________________________ 10
Audit Committee (Reviews: Tax and Insurance Status, Records, and Financial Accts) 30
Basic Structure Total 0 0
Reporting to RMAHQ Points Plan Actual
Submit STAR planning report 2009/2010 to Regional Manager (RM)/RMAHQ by 8/31/09 35
Submit board roster for 2009/2010 by 9/15/09 20
Submit meeting notices to RM/RMAHQ before events 20
Submit board meeting minutes to RM/RMAHQ 10
Submit board member roster/chair/team leaders changes quarterly 10
Submit year-end STAR Report 2009/10 to RM/RMAHQ by 7/31/10 50
Submit quarterly updates on chapter events to RM/RMAHQ 20
Basic Reporting Totals 0 0
Basic Structure and Reporting Totals 0 0
Bonus:
Develop defined committees or groups (Example: YP, Community Bank, Women in Banking) 10ea
Special projects (please describe) ________________________________________________ 30
Bonus Total 0 0
TOTAL POINTS FOR STRUCTURE AND REPORTING 0 0
2009 - 2010 STAR Large Chapter
________Chapter
PLANNING & LEADERSHIP
Major Objectives:
1
2
3
Guidelines:
1. Establish an officer succession plan and rotation of committee chairs
2. Establish accountability system for the committees, assign tasks
3. Create board binders including: chapter positions, agendas, RMAHQ info, calendar, Board roster, etc.
4. Create a permanent file that contains all the legal documents of the Chapter, history, minutes, taxes,
insurance, and board rosters. See toolbox for further guidance.
5. Complete the RMA chapter diversity assessment. Can be found in "Chapters" section of rmahq.org
web site. Select Chapter Resources, then Chapter Forms
Strategies: Board Target Date
1
2
3
Planning & Leadership Points Plan Actual
Basic:
Conduct a planning meeting after the Chapters Leaders Conference (CLC): Before 8/31/09 75
Create board binder: (SEE GUIDELINES ABOVE) 50
Attend RMA HQ conference call on board orientation (per registered attendee) 10 ea
Conduct mid-year review meeting using RMA STAR By 3/15/10 50
Create and maintain a filing system for organizational records (SEE GUIDELINES ABOVE) 50
Review and update chapter bylaws, legal documents, board diversity (annually, and submit all changes to 40
RM/RMAHQ)
Conduct annual pre-planning leadership meeting using RMA STAR before 5/31/10 75
Attend Regional Manager conference calls (per board member, per call) 10 ea
Establish a board recognition program or process 30
Conduct event/meeting on RMAHQ products or volunteer benefits (involve RM) 25
Chapter officers and board members attend Chapter Leaders Conference (first 3 participants) 50 ea
Annual tax filing completed prior to filing deadline 50
Basic Total 0 0
Bonus:
Chapter board member attends annual Risk Management Conference 50 ea.
Conduct event, meeting, survey or focus group of senior management 30 ea
Board leader participates in YP conference calls 15 ea
Create a list of key management at banks, local CPA and law firms (Key contacts for use chapter activities) 15
Submit Gold Circle entry 20
Determine board officers and team leaders for upcoming year prior to CLC 25
Define long term board succession plan (2-3yrs ahead) and submit form to RM 25
Additional chapter officer attends Chapter Leaders Conference 20 ea.
Develop and hold a leadership workshop for board members 50
Special project (please describe) 30
Bonus Totals 0 0
TOTAL POINTS FOR PLANNING & LEADERSHIP 0 0
2009 - 2010 STAR Large Chapter
________Chapter
PROGRAMMING
Major Objectives:
1
2
3
Guidelines:
1. Hold a minimum of five general membership meetings
2. Hold at least two round tables
3. Hold at least four Young Professional affinity group meetings
4. Establish and hold at least one other affinity group meeting(s) (i.e. Community Bank, Women in Banking Real
Estate, Operations, etc.)
Strategies: Board Target Date
Member
1
2
3
Programming Points Plan Actual
Basic:
General membership meetings with presentations (could include joint meetings) 45 ea.
Young Professional meetings with presentation (points not taken elsewhere) 45 ea.
Special affinity programs with topic/speaker (Community Bank, Women in Banking, Real Estate, 45 ea.
Operations etc.) (Points not taken elsewhere)
Round tables (Community Bank or Senior Executive, etc) (points not taken elsewhere) 45 ea.
Purchase RMA Audioconference Series (per series) 75 ea.
Basic Total 0 0
Bonus:
General membership meetings with approved CRC CE hour(s) (points per meeting) 10 ea.
Submit Signature Event form to RMA HQ 20
Hold Young Professional meeting without presentation (i.e. networking event) 5 ea.
Programs conducted jointly with other organizations (in addition to basic points for holding program) 10 ea.
Alternative programs (RMA Audioconference) 10 ea.
Programs held in outlying areas (outside of 50 mi. radius from chapter’s primary meeting location) 20 ea.
Special projects (please describe) 30
Total Bonus 0 0
TOTAL FOR PROGRAMMING 0 0
2009 - 2010 STAR Large Chapter
________Chapter
EDUCATION
Major Objectives:
1
2
3
Guidelines:
1. Hold a minimum of five open enrollment courses
2. Hold or consider at least one of the three lending academies available
3. Recruit Chapter members to take CRC - use Chapter Code to receive credit.
Strategies: Board Target Date
Member
1
2
3
Education Points Plan Actual
Basic:
Open enrollment educational programs (per course) 75 ea.
RMA Lending Academy I (points not taken elsewhere) 200 ea.
RMA Lending Academy II or RMA Real Estate Lending Academy (points not taken elsewhere) 125 ea.
Submit Tick Tock by April 30 50
Participate in RMA education teleconference 10 ea.
Submit open enrollment site form to RMAHQ 60 days prior to the event 5 ea.
Submit host comp registrations to RMAHQ 30 days prior to the event 10 ea.
Basic Total 0 0
Bonus:
Open enrollments held over multiple days - points per additional day (points begin on day 2) 25 ea.
Other education programs (Chapter Developed, etc.) 25 ea.
Chapter developed resident or formal lending school (basic/advanced) 150 ea.
Open enrollment event had 15 or participants 25 ea.
Board member made phone calls to Ambassadors for an open enrollment (Max. 100) 5 ea.
Chapter member passes the CRC exam (per person - must be recruited by Chapter) 10 ea.
Chapter cosponsors RMA webinar 25 ea.
Conduct Education Survey to Assist in Open Enrollment Course Selection 10
Special projects (please describe) 30
Total Bonus 0 0
TOTAL FOR EDUCATION 0 0
2009 - 2010 STAR Large Chapter
________Chapter
MEMBERSHIP DEVELOPMENT
Major Objectives:
1
2
3
Guidelines:
1. Participate in the RMA membership campaign
2. Plan face-to-face visits with non-member banks
3. Create a membership recruitment plan.
4. Create an Associate recruitment contest amongst your board
Strategies: Board Target Date
Member
1
2
Membership Points Plan Actual
Basic:
Chapter visits member bank (max 300 points) 30 ea.
Chapter visits nonmember bank (max 300 points) 30 ea.
Chapter recruits a new Student membership 5 ea.
Chapter recruits new Academic membership 25 ea.
Participate and recruit new Associate members during the membership campaign * 25 ea.
Participate and recruit new Professional members during the membership campaign * 25 ea.
Participate and recruit new Institutions in the Institutional free trial campaign ** 75 ea.
Participate in RMA’s membership teleconferences 15 ea.
Display RMA membership materials and encourage RMA membership at chapter events (max 100 points) 10 ea.
Send welcome letter/e-mail to new members 20
Send letters with information about membership to non-Associates attending programs 30
Ambassador Program (Board member is key contact for specific bank) 50
Basic Total 0 0
Bonus:
Chapter retains a Student membership who joined in the previous year (max 200 points) 10 ea.
Chapter retains a Academic membership who joined in the previous year 25 ea.
Renew the membership of Associates, and Professionals recruited during LAST YEAR’S Chapter 40 ea
membership campaign
Renew the membership of Institutions recruited during LAST Year’s Free Trial Campaign 115 ea
Membership Chair attends the CLC 10
Track member/ non-member participation at events (member involvement) 30
Innovative recruiting event (specify):_____________________(30 pts. Max.) 10 ea.
Special Project (describe):_________________________________ 30
Total Bonus 0 0
TOTAL POINTS FOR MEMBERSHIP DEVELOPMENT 0 0
* - Campaign runs from July 1 2009 through December 31, 2009 – Form Required
** - Campaign runs from July 1, 2009 through February 28, 2010 - Form Required
2009 - 2010 STAR Large Chapter
________Chapter
COMMUNICATIONS/MARKETING/RECOGNITION
Major Objectives:
1
2
3
Guidelines:
1. Publish minimum of three newsletters
2. Maintain a Strong Communication Database
3 Communicate with Members and Board, Monthly; and with Regional Manager at least quarterly
Strategies: Board Target Date
Member
1
2
3
Communication/Marketing/Recognition Points Plan Actual
Basic:
Update chapter database for communications/marketing purposes monthly* 50
Publish and send newsletters & submit to RM/RMA HQ ** 30 ea.
Create a marketing brochure including calendar of events (using RMA template or other sample) 50
Display RMA products and materials, local chapter calendar at all functions (annually) 50
Establish recognition program for chapter leadership (Gold medallion, thank you letters, etc) 25
Recognize board members at General Membership Meetings and Chapter Events 25
Monthly written communication to board with CC to Regional Manager (Max. 60) 5 ea.
Communication announcing RMA Board and including calendar of events for upcoming year sent to entire 100
chapter membership
Correct use of RMA’s name, logo, mission statement on all chapter communications 25
Use chapter administrator to communicate with RM/RMAHQ, local board and local members 30
Participate in Communications Chair or Chapter Administrator conference calls 10
Distribute RMA open enrollment course flyers to local mailing list for every course 50
Create and/or maintain chapter Web site on or linked to www.rmahq.org 50
Basic Total 0 0
Bonus:
Publish Young Professionals section in chapter newsletter 10 ea.
Profile Board Member, Committee Chair, affinity groups, or Member Institution in Newsletter (Max.4 per 10 ea.
newsletter)
Survey general membership, affinity groups, Senior Associates, or other groups (Max. 40 pts) 10 ea.
Highlight new members and new institutions in newsletter (per newsletter) 5 ea.
Send welcome letter to all new members within 60 days 30
Recognize members who have passed CRC exam (Newsletter, Meetings, etc.) 50
Chapter President has "thank you" meeting with board member and their manager (max 100 pts) 10 ea.
Additional telemarketing committee or board efforts to promote programs and events 50
Innovative public relations activities (scholarship program, charity event) 20 ea.
Hold/participate in local paper-writing contest: chapter(s) submit winning papers to HQ (max submitted 3)*** 100
Papers submitted to chapter under RMA paper-writing contest 5ea
Special efforts for Young Professionals recruitment/display at all chapter events 20
Sign up and use Chapter Administrator Module 30
Special projects (please describe) 30
Total Bonus 0 0
TOTAL POINTS FOR COMMUNICATIONS/MARKETING 0 0
* Work with Membership Chair to develop mailing database and keep updated
**Can use RMA templates or Chapter created Newsletter
***Individual chapters can hold own contest, those who hold contest and then submit to Regional chapter can take credit for submitting 3
to the regional chapter
2009 - 2010 STAR Large Chapter
________Chapter
Major Objectives Tracking
Objective Target Date Completed
1)
2)
3)
4)
5)
POINT SUMMARY RECAP
Large Chapter
Minimum
Points for Actual Basic Bonus
Gold Plan Points Points Total
Structure/Reporting 200 0 0 0 0
Planning/Leadership 400 0 0 0 0
Programming 250 0 0 0 0
Education 350 0 0 0 0
Membership 400 0 0 0 0
Communication 450 0 0 0 0
YP Bonus 0 0
Additional Points Needed 350 XX XX XX XX
Totals 2400 0 0 0 0
*YP STAR Point Total
*Chapters with three (3) highest YP STAR totals in each region will receive bonus points after winners have been determined.
AWARDS
Platinum Level Reserved for top Gold Large Chapter
Gold Level 2400 Points + Minimums in Each Category
Silver Level 1900 Points
Bronze Level 1400 Points
(No minimums for Silver and Bronze)
2009 - 2010 STAR Large Chapter
________Chapter
Chapter Planning Template
Board Meetings
Date Location
General Membership Meetings
Date Topic Speaker Location Board Member in Charge
Other Meetings (YPG, WIB, Other Affinity Groups, Roundtables, etc.)
Date Topic Speaker Location Board Member in Charge
2009 - 2010 STAR Large Chapter
________Chapter
Membership Campaign
Chapter Goal for Institutional Membership Growth
Chapter Goal for Associate Membership Growth
Chapter Goal for Professional Membership Growth
Board Member to
Bank Name Make Contact
Educational Events (Open Enrollments)
Date Course Location
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