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									2010 State Council Planning Workbook




                                        2010 State Council
                                       Planning Workbook
                                       SHRM® Affiliate Program for Excellence
The Society for Human Resource Management (SHRM) is the world’s largest association devoted to human resource
management. Our mission is to serve the needs of HR professionals by providing the most current and comprehensive
resources, and to advance the profession by promoting HR’s essential, strategic role. Founded in 1948, SHRM
represents more than 250,000 individual members in over 140 countries, and has a network of more than 575 affiliated
chapters in the United States, as well as offices in China and India. Visit SHRM at www.shrm.org.




                                                                                                                                 09-0616




           Dear State Council Leader:

           Welcome to the 2010 SHRM Affiliate Program for Excellence (SHAPE) Planning Workbook! This workbook
           is designed as a companion piece to the year-end report. This program replaces the State Council Award
           Program which included the State Council Achievement Plan (SCAP). It has been redesigned, with input from
           key volunteer leaders, to ensure a stronger connection between SHRM and our affiliated state councils from
           a business perspective. In addition to clearly outlining requirements to measure state council alignment and
           engagement with SHRM’s overall objectives, SHAPE’s focus has shifted to activities and initiatives which are
           more strategic in nature. These efforts will allow each state council to increase its visibility and effectiveness,
           as well as promote the HR profession throughout the state. This new program also raises the bar of excellence
           for our affiliates and introduces the Excel Awards – a tiered recognition and awards system with direct
           correlation between goal achievement and the level of financial support received through SHRM’s State
           Council Financial Support Payment Program.

           Use this workbook as a planning tool for the state council, and consider providing a copy to each leader
           at your strategic planning meeting. In addition to providing valuable information to new and continuing
           leaders, Appendix B of the workbook includes successful practices from other affiliates to assist you in the
           brainstorming and idea-sharing portions of the planning process.

           Thanks for all you do as a volunteer leader in support of the HR profession and the Society. Please keep in
           mind that this is a “living” document, and we’ll continue to revise its content as needed from year to year. If
           you have feedback or questions regarding the new program, planning workbook, year-end report or awards
           program, please contact your Field Services Director, who will be happy to assist you.

           Professional regards,




           Pamela J. Green, SPHR
           Chief U.S. Membership Officer




                                                           –1–
2010 State Council Planning Workbook




INSTRUCTIONS
The 2010 State Council Planning Workbook is designed to aid you in developing your plan for the short- and long-term as you
SHAPE your state council’s future. Use it as you would any planning tool. Each section lists the requirements with relevant
examples, hints and/or great ideas for achieving those requirements. Please note that requirements have changed from previous
reporting years! A thorough review of the full planning workbook will provide guidance for your planning session and set the
expectations for the coming year. Don’t forget to check the appendices for resources, ideas and a sample report form.

SHRM provides a wide variety of tools and resources to assist you in both the development and implementation of your plan. The
resources, manuals and toolkits mentioned in Appendix A may be found in the Volunteer Leaders’ Resource Center (VLRC) online
at www.shrm.org/vlrc. A tool that may be extremely helpful in developing both your short- and long-term plans is the Strategic
Planning Toolkit which includes an administrator’s guide, a participant’s workbook (which may be duplicated) and a PowerPoint
presentation. The toolkit may be used in conjunction with this workbook as you create your plan.

Your plan should include – at a minimum – achievement of all of the requirements in Section 1. All items in Sections 1-3 are
required as a baseline for the first of the Excel Awards. Please review Section 4 for additional requirements to achieve other Excel
Award levels.

Once you’ve developed your plan for 2010, “measure” often. How well are you meeting or exceeding your plan? What milestones
have you accomplished? Are you on target? Refer to this workbook frequently and monitor your progress throughout the year.
State council meetings afford you an excellent opportunity to periodically check in.

You may wish to choose a “project manager” who will complete the year-end report. State council directors, directors-elect or
immediate past directors generally serve in this role.

SHRM reserves the right to audit information provided in the year-end report.

Your Field Services Director can answer questions regarding the SHAPE program. They may also provide guidance on accessing
the tools and resources available to you. You may wish to revisit the preview webinar which was recorded for your convenience. The
link is available at the “Administration/Director/Director-Elect/Secretary” link under “Resources for State Councils” in the VLRC.




TABLE OF CONTENTS
Section 1: Basic Requirements................................................................................................................................................................... 3
Section 2: Mission-Driven State Council Initiatives ................................................................................................................................ 7
Section 3: SHRM Affiliate Support ............................................................................................................................................................ 10
Section 4: Measures of Success ................................................................................................................................................................ 13
Appendix A: Resources ................................................................................................................................................................................. 16
Appendix B: Idea Center ............................................................................................................................................................................... 18
Appendix C: Sample Year-End Report ..................................................................................................................................................... 22




                                                                                                 –2–
2010 State Council Planning Workbook


Section 1: Basic Requirements




There are things that every state council should do to be successful and to operate smoothly. SHRM depends on each of
its affiliates to operate in a professional manner; provide resources for its volunteer leaders; effectively manage its finances;
communicate with members, the community and SHRM; and promote SHRM. Completing all 11 items in the Basic
Requirements section is a baseline of operations and will help your state council build a stronger foundation for success. All
11 items are required to maintain “good standing” with SHRM.

Briefly, the requirements are:

  • Submit a completed 2011 State Council Leader Information Form (SCLIF) by 12/1/ 2010 to identify all leaders in the
    coming year.

  • During 2010, all state council members must be members of SHRM throughout the duration of their term of office.

  • Ensure that your state conference or other major state events (including co-sponsored programs) do not take place
    “around” the SHRM Annual Conference and Exposition.

  • Provide year-end financial results for the period 1/1/2010 through 12/31/2010.

  • Ensure that the current SHRM “AFFILIATE OF” logo is correctly, consistently and prominently displayed on ALL printed
    materials, publications, products, and web sites.

  • Conduct regular state council meetings: a minimum of two is required with four per year recommended.

  • Ensure the state is represented at 50 percent of regional council meetings and conference calls.

  • Provide an opportunity for SHRM staff to present an update on the agenda of each state council meeting.

  • Review the state council bylaws annually and update as needed.

  • Ensure all chapters in the state submit a completed 2010 Year-End Report by the designated deadline.

  • Utilize the State Council Financial Support Payment Program funds appropriately.

Let’s look at each of these requirements in more detail as you begin your planning process.

1.1 Submit a completed 2011 State Council Leader Information Form (SCLIF) by 12/1/ 2010 to identify all leaders in
    the coming year.

  • The form is to be submitted even if all council positions have not been filled.

  • You should notify SHRM each time there is a change in your council during the year. An e-mail notification of those
    changes is sufficient. You do NOT have to complete a new SCLIF each time.

1.2 During 2010, all State Council members must be members of SHRM throughout the duration of their term
    of office.

  • This requirement should also be stated in your state council’s bylaws.




            Great Idea! Some state councils pay the state council director’s SHRM membership dues.




                                                             –3–
2010 State Council Planning Workbook

Section 1: Basic Requirements (continued)




1.3 Ensure that your state conference or other major state events (including co-sponsored programs) do not take
    place “around” the SHRM Annual Conference and Exposition.

  • The 2010 SHRM Annual Conference & Exposition will take place June 27 – 30 in San Diego, Calif.

  • The “blackout period” during which these events should not be held will be defined as June 1st through July 15th.

  • During the blackout period, SHRM will not send state council event e-blasts regardless of the date of the event.

1.4 Provide year-end financial results for the period 1/1/2010 through 12/31/2010.

  • Reporting of financial results is required by your state council’s charter with SHRM.

  • You will NOT have to submit a separate financial statement. Reporting the information below will satisfy the reporting
    requirement.

                             Total State Council Income for 2010              $ _____

                             Total State Council Expenses for 2010            $______

                             Net Profit/Loss for 2010                         $(income – expenses = net profit/loss)

                             Total State Council Assets as of 12/31/2010 $______

  • “Total State Council Assets” would include cash, CDs, money-market accounts, the market value of other investments
    such as stocks or bonds, property owned by the state council such as real estate, etc.

  • Preparing an annual budget for your state council will provide your financial foundation for the year. Monitoring your
    performance against your budget will help you stay on target.

  • Watch the filing deadlines and file your tax returns (e.g., Federal returns 990, 990-EZ, 990-N) in a timely fashion.

  • SHRM reserves the right to request a copy of your full financial statement to validate the information provided.




           Great Idea! Publish a financial statement in your council newsletter or on your web site.
           Operate in a transparent fashion.


1.5 Ensure that the current SHRM “AFFILIATE OF” logo is correctly, consistently and prominently displayed on ALL
    printed materials, publications, products, and web sites.




  • The SHRM “AFFILIATE OF” logo is available in the Volunteer Leaders’ Resource Center (VLRC). Several formats are
    available for download directly from the web site.

  • The Graphics Standards Manual for Affiliates defines the specifics for using the logo. It includes proper and improper
    use examples as well as screen print examples of “prominent” display on web sites and stationery.

  • You will be asked to verify that you are displaying the SHRM “AFFILIATE OF” logo correctly, consistently and prominently.


                                                            –4–
2010 State Council Planning Workbook

Section 1: Basic Requirements (continued)




            » The state council is required to check all materials to include, but not be limited to: stationery, newsletter
              mastheads, meeting agendas, state council PowerPoint templates, name tags and conference programs.

            » If the state council has a web site, it would be included in the review.

            » You will be asked to verify compliance with the requirement.

	                W
               o		 e have conducted a review of our use of the SHRM “AFFILIATE OF” logo on all pages of our web site (if
                 applicable) and all other materials. We are in compliance with the requirement.

            » SHRM reserves the right to randomly audit your use of the logo.

1.6 Conduct regular state council meetings during the calendar year 2010.

    • A minimum of two meetings is required; four meetings per year are recommended.

    • You will be asked to report the number of meetings held during the year.

    • State council meetings include conference calls and virtual meetings through the use of technology such as webinars
      or webcasts as long as there is a quorum represented.




             Great Idea! In some locations during the winter months this method of meeting may be
             preferred.


    • Planning your state council’s meeting calendar for the full year and announcing that calendar will allow for maximum
      participation by your members.

1.7 Ensure the state is represented at 50 percent of regional council meetings and conference calls.

    • If the state director is not available, the state council director-elect or another member of the state council may be
      designated to represent the state council.

    • You will be asked to report the number of meetings/conference calls attended during the year.

1.8 Provide an opportunity for SHRM staff to present an update on the agenda of each state council meeting.

    • You will be asked to verify that SHRM staff had an opportunity to present an update on the agenda of each of your
      state council meetings.

    • If a SHRM staff member is unavailable, they will provide you with an update to present on their behalf.

1.9 Review your state council’s bylaws annually and update as needed.

    • Bylaws are the foundation of an overall sound governance structure for your state council.

    • An annual review conducted by the state council or designee will ensure your policy and practices are in alignment.
      If they are not aligned, now is the time to change your practices to ensure adherence to policy. Or, change your
      governing policies (your bylaws) to acknowledge your change in practices.




                                                               –5–
2010 State Council Planning Workbook


Section 1: Basic Requirements (continued)




  • You will be asked to verify that you have completed your review and taken the appropriate action by checking one of the
    three boxes.

           W
         o		 e reviewed the bylaws and found that no changes were needed.
           W
         o		 e reviewed the bylaws and found that changes were needed. The update process has started.
           W
         o		 e reviewed the bylaws and found that changes were needed. The update process has been completed.

  • All amendments to your bylaws must be approved by SHRM prior to a ratification vote by your state council. Be sure to
    submit the proposed bylaws amendments to your Field Services Director as the first step in the approval process.

  • You do NOT need to submit your bylaws to SHRM unless you are proposing amendments for approval.



           Great Idea! Post an electronic copy of the state council’s current bylaws (updated, approved
           by SHRM, and ratified by the state council) on the state council’s web site.


1.10 Ensure all chapters in the state submit a completed 2010 Year-End Report by the designated deadline.
  • You will be asked to verify that all chapters submitted the 2010 Year-End Report by 1/31/ 2011.



           Great Idea! Recognize/reward chapters that achieved an Honorable Mention, Merit or Superior Merit
           Award for the calendar year 2009. It is a positive reinforcement of their efforts and can be made in a
           variety of ways.


1.11 Utilize the State Council Financial Support Payment Program funds appropriately.
  • You will be asked to briefly describe how the 2010 SHRM payment was used.
  • Appropriate uses for support payments:
          » Attendance at SHRM Leadership Conference
          » Attendance at state council meetings
          » Attendance at your state leadership conference
          » Incorporation
          » State conference
          » At-large initiatives
          » Educational programming
          » Promotion of the core leadership areas
          » Legal and tax advice to ensure compliance with SHRM standards
          » Initiatives to support the SHRM mission
          » Student chapter or college relations initiatives

  • Inappropriate uses for support payments:
          » Lobbying activities
          » Building financial reserves of the state council
                                                               –6–
2010 State Council Planning Workbook


Section 2: Mission-Driven State Council Initiatives




All elements of this section are required as a baseline for any award level.

SHRM strongly encourages each of its affiliates to establish goals and strategic initiatives in support of SHRM’s mission
and objectives. These goals will allow the state council to increase its visibility and effectiveness, as well as promote the HR
profession across the state. Your state council’s success will also be enhanced by conducting planning and transition meetings
to ensure long-term sustainability.

Briefly, the requirements are:

  • In support of SHRM’s mission, develop and implement a strategic initiative for Membership Growth and Retention and a
    minimum of two additional areas.

  • Sponsor a state leadership event for volunteer leaders in the state.

  • Create a succession plan, or review your existing plan, to identify potential and future leaders for the state council.

  • Conduct a leadership transition meeting to ensure a smooth and effective transition for new leaders.

  • Conduct an annual planning meeting to develop short-term goals and review long-term goals.

Let’s look at each of these requirements in more detail as you continue planning.

2.1 In support of SHRM’s mission, develop and implement a strategic initiative for Membership Growth and Retention
    and a minimum of two additional areas from those listed below. (See Award-level definitions for the exact number of
    completed initiatives required for each level.)

          » College Relations

          » Government Affairs/Advocacy

          » Diversity & Inclusion

          » Workforce Readiness

          » In a self-defined area other than those listed above

  • You will be asked to describe your initiative in your year-end report. Each response will be limited to 200 words.

  • Your state council may already be engaged in annual initiatives in each of these areas. You may wish to add to your initiatives
    or replace some existing initiatives with new ones.



            Great Idea! Review each initiative to determine if it has potential for a Pinnacle Award submission
            (http://www.shrm.org/Communities/VolunteerResources/ResourcesforChapters/Pages/award_info.aspx).


  • Getting Started

          » When developing your initiative, it may be helpful to answer the following questions as part of how you look
            strategically at that initiative.

                  • What is the purpose of your initiative?

                  • What need are you identifying and how will you help?



                                                              –7–
2010 State Council Planning Workbook


Section 2: Mission-Driven State Council Initiatives (continued)




                 • Why is this important to you?

                 • How do you want to make an impact in this area?

                 • If this isn’t a new initiative, how will you improve upon earlier work?

                 • What resources will you access?

                 • What is your timeline?

                 • How is this initiative going to be communicated?

                 • How are you engaging your council and members of the HR community?

                 • How will you know if you are successful?

                 • What measures will you implement?

 » If you complete your initiative during the year, you should plan to include the results of your efforts.

 » Volunteers leading the Core Leadership Areas should take advantage of the opportunities available to them to learn
   more about these areas through:

                 • Participating in SHRM-sponsored conference calls

                 • Participating in SHRM-sponsored live webinars/webcasts and/or archived events

                 • Conducting state-council-sponsored conference calls for volunteers at the chapter level

                 • Sharing in best/successful practice discussions and networking with their CLA peers

                 • Adopting and implementing the 2010 Core Leadership Area goals

                  NOTE: While the activities listed above are part of the learning process and important, they do not
                  qualify as initiatives.

  » Utilize the resources found in Appendix A.

  » Check the Idea Center in Appendix B to get the creative juices flowing!



 • Reporting your initiatives

         » You will have up to 200 words to describe each initiative. Here’s an example.

            Our state council did a diversity initiative this year. We recognized through a statewide member survey and
            discussions with our council that companies in our state were unaware of the benefits of being more diverse
            in their workforce and many had not taken steps to be more inclusive and diverse in their hiring. 40 precent of
            HR managers surveyed said they had a specific diversity initiative in their workplace.

            The survey results were reviewed and a plan comprised of education and inclusion elements was presented
            to the council. We presented a three-hour seminar on the advantages of diversity in the workplace and




                                                             –8–
2010 State Council Planning Workbook


Section 2: Mission-Driven State Council Initiatives (continued)




             we had a diversity vendor at our state conference. We approached some of our members to serve on the
             council. Our conversation included the benefits of being on the council, and how they could bring so much
             “to the table” in terms of helping the council to be more inclusive, more open to other’s opinions, and how the
             decisions made by a more diverse council would bring greater member engagement.

             As a result of our focus on diversity, we trained 32 people in our diversity session and two new members with
             diverse backgrounds were added to the council.

2.2 Sponsor a state leadership event for volunteer leaders in the state.

  • You will be asked to report the date of the event.


           Great Idea! Invite SHRM student chapter leaders to attend and participate in the state
           leadership event. Invite future and potential leaders as well. Get them excited early and it will
           make your succession planning that much easier!


2.3 Create a succession plan or review your existing plan to identify potential and future leaders for
    the state council.

  • If this review is in conjunction with a leadership transition meeting or annual planning meeting, you will be asked to
    report the date of the review.

  • If you have created a succession planning process, you will be asked to provide the implementation date.

2.4 Conduct an annual leadership transition meeting to ensure a smooth and effective transition for new leaders.

  • You will be asked to report the date of the event.

  • This meeting may be combined with an annual planning meeting.

2.5 Conduct an annual planning meeting to develop short-term goals and review long-term goals.

  • You will be asked to report the date of the event.

  • This meeting may be combined with the annual leadership transition meeting.


           Great Idea! Utilize a consultant/expert and/or the state’s Field Services Director as
           facilitator(s) for the annual leadership transition and/or planning meetings.




                                                            –9–
2010 State Council Planning Workbook


Section 3: SHRM Affiliate Support




All elements of this section are required as a baseline for any award level.

SHRM’s partnership with its affiliates is critical. These goals ensure a stronger connection between SHRM and its
affiliated state councils from a business perspective.

Briefly, the requirements are as follows:

  • Promote the SHRM Annual Conference & Exposition within the state.

  • Offer prime booth space and a minimum of 15 minutes podium time to SHRM staff at a state conference or a
    statewide event held in lieu of a state conference.

  • Report the number of SHRM members in your state.

  • Develop and/or maintain a current state council web site.

  • Make a monetary contribution from the state council’s funds to the SHRM Foundation in 2010.

  • Promote HR Certification Institute certification and recertification as a means of increasing the number of certified
    professionals in the state.

Let’s look at each of the requirements in detail as you continue planning.

3.1 Promote the SHRM Annual Conference & Exposition within the state. Each of the items below must be
completed.

  • Include a link prominently displayed on your state council’s web site home page.

  • Promote the conference to SHRM members and nonmembers in the state.

          » You will be asked to describe your promotional activity.

  • Distribute SHRM Annual Conference promotional material.

          » Distribution may be electronic.

          » You will be asked to provide the date of your distribution and the venue at which – or the format through
            which—you distributed the material.

  • If you conduct any other promotional initiatives, a box will be provided so you may describe that activity.

3.2 Provide prime booth space and a minimum of 15 minutes podium time to SHRM staff at a state conference or
a statewide event held in lieu of a state conference.

  • You will be required to report the date and location of your event.

  • You will be required to report the following information about attendance at your event.

         In-chapter SHRM members _____

         At-large SHRM members         _____

         Total SHRM members: (In-Chapter + At-Large)_____

         Local Members Only (LMOs)/Nonmembers             _____

         Students                                         _____

         Number of “sold” exhibitor booth spaces          _____

                                                            – 10 –
2010 State Council Planning Workbook


Section 3: SHRM Affiliate Support (continued)




   Or, respond as appropriate:

           o We held another statewide event in lieu of a state conference and we offered prime booth space (if applicable) and a
             minimum of 15 minutes of podium time for the event. You will be asked to provide the type of event, the date, location
             and number of attendees.

           o We hold a conference in a timeframe other than annually. There was no event in 2010.

  • Be sure to contact your Field Services Director early in your planning process to provide the date of your event and inquire about
    his/her availability to attend.



           Great idea! Consider having your Field Services Director or other SHRM staff member deliver your
           conference/event keynote speech and/or a concurrent session!


3.3 Report the number of SHRM members in your state.

  • You will report the following numbers:

         In-chapter SHRM membership as of 12/31/2009                 _____

         In-chapter SHRM membership as of 12/31/2010                 _____

         Percent increase/decrease                                   _____

         AND,

         Total SHRM membership as of 12/31/2009                      _____

         Total SHRM membership as of 12/31/2010                      _____

         Percent increase/decrease                                   _____

3.4 Develop and/or maintain a current state council web site.

  • You are required to correctly and prominently display the SHRM “AFFILIATE OF” logo on the web site.

  • In addition, you are also required to include hyperlinks from your state council’s web site to:

          » SHRM home page: www.shrm.org

          » SHRM News Feed: Learn more about news feeds at www.shrm.org/about/Pages/rss.aspx

          » HR certification preparation using the SHRM Learning System: www.shrm.org/Education/educationalproducts/
            learning/Pages/default.aspx

          » SHRM professional development opportunities. You will find SHRM conferences at www.shrm.org/conferences and
            SHRM seminars at www.shrm.org/seminars



           Great idea! Promote HR certification preparation by including links to courses held within the state or
           creating a page on the state council’s web site that includes a listing of the courses and locations.




                                                            – 11 –
2010 State Council Planning Workbook


Section 3: SHRM Affiliate Support (continued)




  • SHRM-hosted web sites automatically include these links.

          » If your web site is already hosted by SHRM, you’ve met this requirement.

          » If your web site is not hosted by SHRM, you may wish to learn more about the web-hosting program at Web
            Site Resources for Chapters and State Councils in the VLRC.

3.5 Make a monetary contribution from the state council’s funds to the SHRM Foundation in 2010.

  • You will be asked to provide the dollar amount of the contribution.

3.6 Promote HR Certification Institute certification and recertification as a means of increasing the number of
    certified professionals in the state.

  • You will be asked to describe your promotion plan for certification and recertification.




                                                            – 12 –
2010 State Council Planning Workbook


Section 4: Measures of Success




The completion of all items in Section 1: Basic Requirements is required for all state councils to remain in good
standing with SHRM. Regardless of award eligibility, each state council is responsible to complete and submit a year-end
report verifying compliance with Section 1.


SHRM’s Excel Awards
The Excel Awards recognize achievements by SHRM state councils at four levels: Bronze, Silver, Gold and Platinum. At
each level, requirements elevate the state council to a higher standard of excellence. In submitting your year-end report,
you will be asked to verify your completion of the award-level requirements.

Bronze Award
Successfully completing all of the requirements listed in Section 1, Section 2 and Section 3 will earn your state
council Bronze Award consideration.

Silver Award
Successfully completing all of the requirements in Sections 1-3 plus each of the following will earn your state
council Silver Award consideration.

  • Develop and implement one additional state council strategic initiative in Section 2.1.

          » The requirement calls for an initiative in Membership Growth and Retention plus one in each of three other
            areas (for a total of four initiatives).

  • Develop and implement a plan to increase SHRM in-chapter and total membership in the state.

  • Promote SHRM Annual Conference & Exposition to state council leaders to encourage attendance.

  • Promote growth of SHRM Learning System sales within the state.



Gold Award
Successfully completing all of the requirements in Sections 1-3 plus each of the following will earn your state
council Gold Award consideration.

  • Develop and implement two additional state council strategic initiatives in Section 2.1.

          » The requirement calls for an initiative in Membership Growth and Retention plus one in each of four other
            areas (for a total of five initiatives.)

  • Promote SHRM Annual Conference & Exposition to state council leaders to encourage attendance and ensure at least
    one state council member attends the event.

  • Ensure the state is represented at 75 percent of regional council meetings and conference calls by the state council
    director, state council director-elect or another member of the council.

  • Create a state-wide initiative to transition non-100 percent chapters to 100 percent status.

          » If your state is a 100 percent state, you’ve met this requirement.

  • Develop and implement a plan to increase SHRM in-chapter membership in the state.




                                                           – 13 –
2010 State Council Planning Workbook


Section 4: Measures of Success (continued)




          » Quick tip: Use SHRM at-large mailing lists to promote chapter membership available from your Regional
            Administrator.

  • Achieve “Membership Star” recognition for growth of SHRM in-chapter membership in the state.

          » “Membership Star” recognition requires a net increase of SHRM in-chapter members in your state of 6 to
            9.9 percent over your in-chapter membership on 12/31/09 based on SHRM’s membership count (e.g., if you
            have 1,000 SHRM in-chapter members as of 12/31/09 and 1,080 in-chapter members as of 12/31/10, you
            have experienced an increase of 8 percent, qualifying your state council for Membership Star status.)

  • Report results of the state council’s SHRM membership growth plan and describe the strategy utilized to change/
    exceed the 2010 results.

  • Report results of the state council’s SHRM membership retention plan and describe the strategy utilized to change/
    exceed the 2010 results.

  • Promote growth of the SHRM Learning System’s sales within the state.

  • Qualify as a 2010 SHRM Foundation State Council Champion. (State Council Champion eligibility as recorded on
    your year-end report will be forwarded directly to the SHRM Foundation on your behalf.) To qualify:

          » Make a monetary contribution to the SHRM Foundation from the state council’s funds, and

          » Conduct a State Council Leadership Campaign (encourage state council members to make individual
            donations with a goal of 100 percent participation), and

          » One or both of the following:

                  • Increase by 10 percent or more the state council’s contribution to the SHRM Foundation over the 2009
                    contribution.

                  • Hold at least one special event (e.g., silent auction, golf tournament, etc.) to benefit the SHRM Foundation.

Platinum Award
Successfully completing all of the requirements in Sections 1-3 plus each of the following will earn your state
council Platinum Award consideration.

  • Develop and implement strategic initiatives in all six areas of Section 2.1.

  • Promote the SHRM Annual Conference & Exposition to state council leaders to attend and ensure at least two state
    council members attend the event.

  • Promote growth of SHRM Learning System sales within the state.

  • Provide link(s) to all SHRM Learning System-based preparation courses offered within the state on the state council’s
    web site.

  • Create a statewide initiative to transition non-100 percent chapters to 100 percent status.

          » If your state is a 100 percent state, you’ve met this requirement.

  • Report results of the state council’s SHRM membership growth plan and describe the strategy utilized to change/
    exceed the 2010 results.

  • Report results of the state council’s SHRM membership retention plan and describe the strategy utilized to change/
    exceed the 2010 results.

                                                             – 14 –
2010 State Council Planning Workbook


Section 4: Measures of Success (continued)




  • Develop and implement a plan to increase SHRM in-chapter membership in the state.

          » Quick tip: Use SHRM at-large mailing lists to promote chapter membership (available from your Regional
            Administrator.)

  • Achieve “Membership Super Star” recognition for growth of SHRM in-chapter membership in the state.

          » “Membership Super Star” recognition requires a net increase of SHRM in-chapter members in your state of
            at least 10 percent over your in-chapter membership on 12/31/2009, based on SHRM’s membership count
            (e.g., if you have 1,000 SHRM in-chapter members as of 12/31/2009 and 1,200 in-chapter members as of
            12/31/2010, you have experienced an increase of 20 percent, qualifying your state for Membership Super
            Star status.)

  • Qualify as a 2010 SHRM Foundation State Council Champion. (State Council Champion eligibility as recorded on
    your year-end report will be forwarded directly to the SHRM Foundation on your behalf.) To qualify:

          » Make a monetary contribution to the SHRM Foundation from the state council’s funds, and

          » Conduct a State Council Leadership Campaign and 100 percent of state council members donate to the
            SHRM Foundation, and

          » One or both of the following:

                 • Increase by 10 percent or more the state council’s contribution to the SHRM Foundation over the 2009
                   contribution.

                 • Hold at least one special event (e.g., silent auction, golf tournament, etc.) to benefit the SHRM
                   Foundation.

  • Ensure the state is represented at 100 percent of regional council meetings and conference calls by the state director,
    state director-elect or another state council member.

  • Demonstrate that the state council is a resource to the state or media on HR issues.

          » This includes state council members serving on other nonprofit community groups as an official
            representative of the state council.

  • Make an impact regarding state or federal legislative issues.

          » You will be asked to describe how you fulfilled this requirement.


YEAR-END REPORT
The completed year-end report will be due on or before 3/31/ 2011.

All year-end reports must be submitted online. Only those submitted online will be accepted. The 2010 Year-End Report
will be available online mid-year 2010 in the Volunteer Leaders’ Resource Center at www.shrm.org/vlrc.

Upon submitting the year-end report, you will receive a confirmation of receipt and a copy of your submission for your
records. If you do not receive a copy of your submission, contact your Field Services Director or Regional Administrator
immediately.




                                                           – 15 –
2010 State Council Planning Workbook


Appendix A: Resources




SHRM provides state councils a wide array of tools to assist in developing leaders, achieving operational excellence, and
developing and executing plans.

The following resources are available in the Volunteer Leaders’ Resource Center at www.shrm.org/vlrc unless otherwise
specified. Please refer to them often and share them with others in your state council.

  • SHRM Web-Hosting Program (SHRM can help you develop and maintain a web site free of charge if you do not have one
    or would like to request SHRM web-hosting. Visit Web Resources for Chapters and State Councils in the VLRC for more
    information.)

  • SHRM News Feed Fact Sheet
  • College Relations
          » College Relations Toolkit
          » Core Leadership Area content

  • Diversity
           » SHRM Diversity Survey Template
           » SHRM Diversity Toolkit
           » Core Leadership Area content

  • Government Affairs
          » SHRM Government Affairs Toolkit
          » Core Leadership Area content

  • HR Certification Institute Certification
         » HR Certification Institute Toolkit CD or reference online at www.hrci.org
         » Certification-related materials at www.hrci.org
         » Core Leadership Area content

  • Membership
        » PowerPoint presentation on the benefits of SHRM membership with script
        » SHRM Recruitment and Retention Toolkit
        » Core Leadership Area content
        » SHRM/Chapters in partnership brochure, What’s In It For ME? Elevate Value
        » SHRM at-large mailing lists to contact prospective chapter members (List is available from your regional team.)

  • SHRM Foundation
        » SHRM Foundation Toolkit
        » Core Leadership Area content

  • Workforce Readiness
          » Core Leadership Area content

  • SHRM HR Disciplines (formerly known as HR Focus Areas)
  • Pinnacle Award Compendiums
  • Enterprising Leadership book
  • SHRM Strategic Planning Toolkit
  • SHRM Succession Planning Toolkit
  • SHRM Guide to Chapter Financial Management
  • SHRM’s Fundamentals of Chapter Operations




                                                          – 16 –
2010 State Council Planning Workbook


Appendix A: Resources (continued)




  • Graphics Standards Manual for Affiliates
  •	State	Council	Director’s	Resource	Manual	

Sourcing your speakers for a state conference, state initiative/event and/or state council meetings:
  • SHRM Speakers Bureau
  • SHRM Chapter Speaker Program
  • State council members (e.g., state council director, district director, Core Leadership Area director, etc.)
  • SHRM Foundation DVDs
  • Senior HR members in your state speaking on their area of expertise, panels, etc.




                                                            – 17 –
2010 State Council Planning Workbook


Appendix B: Idea Center




Below is a selection of “best practices” and ideas that have been culled from previous state council reports and
successful state council practice discussions. Use the list as an idea generator as you develop and implement your own
programs and initiatives to enable your state council to make an impact on the HR profession and/or your state, as well as
demonstrate the state council’s support of SHRM’s goals nationally.

As you plan for the coming year and beyond, use them to get the ideas flowing – but don’t limit yourself to what you see
on this list. Expand your horizons. Seek new ones. Explore. Engage. Enjoy.

College Relations
  • Assist a college in chartering a new SHRM student chapter or reactivating an inactive student chapter.
  • Hold an educational session track for students during a state conference or a specific student-professional networking
    activity.



            Great Idea! Offer free or reduced rate for student members to attend the state conference.



  • Provide support to student chapters through a variety of measures which could include:
           » Sponsor SHRM and/or chapter memberships for student chapter faculty advisors in the state
           » Provide assistance for students to participate in the region’s SHRM student conference
           » Provide a state-sponsored scholarship or recognition award to college student(s)
           » State council members will serve as volunteers at the region’s SHRM student conference
           » Hold quarterly conference calls with the chapter college relations representatives in the state to discuss
              college relations programs and share successful practices
  • Organize a statewide mentoring and/or internship program to promote the value and importance of mentoring and
    internships, to engage student members and assist them with their career development.

Diversity
  • Conduct, host or sponsor a diversity seminar, conference or diversity-focused event in your state.
  • Partner with a diverse or minority organization (e.g., the National Association of African Americans in Human Resources
    or the National Society of Hispanic MBAs) on an event.
  • Host the SHRM Diversity & Inclusion Strategic Leadership Program in your state.
  • Create a diversity survey tool, conduct a statewide diversity survey and report the results/findings of the survey. (The
    diversity survey template is available in the VLRC.)
  • Create a tool or resource that could be used by diversity practitioners in the state.
  • Create a diversity and inclusion awareness campaign within the state that could include tactics such as:
            » Utilize the state council newsletter or web site for best-practice sharing in the area of diversity and inclusion
            » Sponsor a statewide award promoting diversity, such as a workplace diversity award
            » A diversity state council representative attends the SHRM Diversity Conference & Exposition
                    • The representative could share information about the conference including “takeaways” from the
                      conference at a state council meeting, through a state council newsletter article or in a conference call
                      with diversity representatives at the chapter level.
  • The diversity state council representative attends a state or local diversity conference of another SHRM affiliate
                    • The representative could share information about that conference and what strides are being made in
                      the area of diversity and inclusion within the state and other SHRM affiliates.
  • Develop and execute a plan to diversify the state council to reflect the demographics of the state.



                                                            – 18 –
2010 State Council Planning Workbook


Appendix B: Idea Center (continued)




Government Affairs
  • In coordination with the SHRM Government Affairs Team (GAT), develop and implement a state council outreach
    program to establish/enhance relationships with state and federal elected officials. State councils are strongly
    encouraged to coordinate such efforts with the GAT’s Member Advocacy Specialist, ensuring consistency of SHRM’s
    messaging on current HR public policy matters.
            » Create a “Day Inside the District” Program, where members within the state can meet with their state or
               federal public policymakers within the district. This includes inviting a state or federal public policymaker to
               speak at a state council meeting or event.
            » Create a “Day Inside the Beltway” Program, where members within the state can meet with their federally
               elected officials in Washington, D.C.
            » Conduct a state legislative conference in which legislators are invited to participate; SHRM members are
               encouraged to conduct meetings with their legislators in their state capitals, or both.
  • Develop and implement (or maintain) an information sharing campaign to engage members across the state in the
    legislative process which include tactics such as:
            » Presenting, at least quarterly, a legislative update at state council meetings
            » Providing, at least quarterly, a legislative update in the state council newsletter (either online or print) to inform
               and educate
            » A state council representative attends the SHRM Employment Law & Legislative Conference and participates
               in the Capitol Hill Advocacy Day
                    • Reporting back to the state conference on the conference and the Capitol Hill Advocacy Day is a great
                      way to include the members in the experience
                    • Share what you learned on your Hill visit through your update column in the newsletter or in your update
                      at the state council meeting
                    • Develop or maintain a letter-writing campaign utilizing HRVoice and engaging members from across the
                      state on current federal issues.
  • Conduct at least one program at the state conference around a federal or state workplace policy issue that impacts the
    HR profession or a program on how members can impact the public policy process.

HR Certification Institute
  • Create/Conduct a PHR/SPHR, GPHR or California Certification Exam study group which may include:
          » Co-sponsoring or partnering on a university-based certification preparation study course
          » Taking advantage of the special discount program available to state councils and purchasing copies of the
             SHRM Learning System (both facilitator and participant versions) for use in a study program
  • Conduct a PHR/SPHR/GPHR or California Certification preparation program in conjunction with the state conference.
  • Develop and implement a certification awareness campaign which could include tactics such as:
          » Promote the benefits and value of certification (PHR, SPHR, GPHR, PHR-CA/SPHR-CA)
          » Use the HR Certification Institute Toolkit for promoting certification in the state council and sharing best
             practices with other chapters and councils
          » Educate members on the recertification process, including using the online recertification system
          » Recognize certified members at a state council meeting, a state conference or other state event
          » Promote the online assessment exams and PHR/SPHR and GPHR certification guides developed by the HR
             Certification Institute
          » Obtain recertification preapproval for state conference sessions or other state council event(s)
                 • Quick tip: Ensure that your conference coordinator is aware of the requirements for proper submission
                   and timelines for requesting preapproval.
          » Conduct quarterly conference calls with the chapter HR Certification Institute certification representatives in
             your state



                                                              – 19 –
2010 State Council Planning Workbook


Appendix B: Idea Center (continued)




Membership
 • Develop and implement (or maintain) a statewide SHRM membership campaign that could include tactics such as:
         » Hold a special program on the value of SHRM membership
         » Include a link to the SHRM membership application (www.shrm.org/join) on the state council’s web site
         » Publicize SHRM’s special membership promotion programs (e.g., the $145 first-time SHRM membership
            fee for chapter members, SHRM online membership promotions, SHRM regional codes for $145 first-time
            members—obtain the regional promo code from your Field Services Director)
 • Develop and implement (or maintain) a SHRM retention campaign that could include tactics such as:
         » Member recognition program
         » Hold/sponsor an initiative or event for the at-large members in the state
         » Hold a state conference program on the value of SHRM membership. This could be in conjunction with the
            state conference or other state event
         » Use a “looped” PowerPoint presentation at the beginning of your state council meeting or event to highlight
            SHRM member benefits and/or upcoming state events

SHRM Foundation
 • Develop and implement (or maintain) a campaign to educate members about the mission and work of the SHRM
   Foundation which could include tactics such as:
           » Promote the SHRM Foundation in state council newsletters, e-mails, and/or on state council web site
           » Request SHRM Foundation materials (e.g., annual campaign brochure, latest educational products, etc.)
             from the SHRM Foundation staff; make these available at state council meetings and state conference(s) or
             event(s)
           » Encourage chapters in your state to make a presentation about the SHRM Foundation at a chapter meeting
             (PowerPoint template available at www.shrm.org/foundation)
           » Encourage chapters to use the SHRM Foundation’s educational DVDs in a chapter program (companion
             PowerPoint presentation and discussion guide are available at www.shrm.org/foundation) – Note: These are
             preapproved for recertification credit!
           » Highlight the availability of the Effective Practice Guidelines series (available for free download at www.shrm.
             org/foundation, or contact SHRM Foundation staff for printed copies)
           » Promote the SHRM Foundation’s scholarship programs to members. The application due date for SHRM
             professional members is July 15 and for student members, October 15
 • Provide support to the SHRM Foundation by embarking upon an awareness campaign to increase monetary donations
   as follows:
           » Make a monetary contribution to the SHRM Foundation from the state council’s funds
           » Increase the number of chapters in your state that make a monetary contribution to the SHRM Foundation
             (donor report available at www.shrm.org/foundation)
           » Request a free item from the SHRM Foundation for use as a fundraiser during the state conference
           » Donate one or more items to the SHRM Foundation, unique and representative of your state, for use in the
             national silent auctions—contact SHRM Foundation staff for guidance
Workforce Readiness
 • Create communication and education plans in conjunction with chapters and hold quarterly conference calls with
   chapter workforce readiness representatives to share best practices in planning and programming.
 • Partner with the regional Workforce Investment Board or similar agency to place new or re-entering workers into the
   workforce on a statewide basis.
 • Hold a state workforce readiness conference or seminar.




                                                           – 20 –
2010 State Council Planning Workbook


Appendix B: Idea Center (continued)




 • Develop/Sponsor a Workforce Readiness Excellence Award to recognize outstanding employer workforce readiness
   programs and/or partnerships.
 • Engage and partner with state or national workforce readiness organizations, such as Junior Achievement, America’s
   Promise, etc, to complement and support the workforce readiness efforts in the state.
           » Initiative could include coordinating the participation of chapters at the community level in such workforce
              readiness activities as job shadowing, mock interviews, speakers for schools, career counseling, etc.
 • Engage higher education institutions, such as community colleges, technical schools, colleges or universities, to build/
   strengthen relationships between the business and education communities in the state.
 • Participate in a national or statewide workforce readiness initiative, such as Job Shadow Day, workforce readiness
   certification (i.e., WorkKeys) or Jobs for America’s Graduates. As you describe your initiative, include the name of the
   program and your state council’s level of involvement.
 • Coordinate a statewide resume service or job bank for members and employers.

 Other
 • Conduct a council program to benefit the state, such as HR training for supervisors, employment law for small business
   owners, etc.
 • Conduct a state/regional conference that could include the following:
          » Hold a CEO panel discussion at a state conference or as an educational session to give CEOs the
             opportunity to share their thoughts on the value HR brings to their organization. Invite attendees to bring their
             CEO to the event to encourage “peer-to-peer” idea sharing and education
          » Extend invitations for statewide events (state conferences, educational sessions, award programs, etc.)
             beyond the HR community to the C-Suite and local business communities
          » Conduct at least one program at the state conference around a federal or state workplace policy issue that
             impacts the HR profession or a program on how members can impact the public policy process
          » Hold an educational session track for students during the state conference or a specific student-professional
             networking activity
 • Hold/sponsor a business education session/seminar in conjunction with the state conference.
 • Develop and implement an Award of Excellence for HR professionals or companies with outstanding/innovative HR
   practices.
 • Conduct a council project to benefit the state, such as collecting books for a literacy program, providing school
   supplies to a school, holding a toy or food drive, organizing a business clothing drive for a “clothes closet,” etc.
          » These activities are generally held in conjunction with a student conference or other state event
 • Establish/maintain a strategy for promoting the HR profession at the state level through press releases, media contacts
   and other initiatives.
 • Sponsor or host a program or event to benefit a charity or community organization, such as a golf tournament where
   proceeds go to charity.
 • Develop a corporate sustainability program.




                                                           – 21 –
2010 State Council Planning Workbook


Appendix C: Sample Year-End Report Form




The following is a sample of the year-end report you will be asked to complete. As mentioned in Section 4, all year-end
reports will be submitted online.


Section 1: Basic Requirements
Section 1 is required of all state councils. By checking the box to the left of the item, please verify that you have completed
the requirement listed. Some items require input of text, dollar amounts and/or dates to fully satisfy the verification of that
requirement.

1.1 Submit a completed 2011 State Council Leader Information Form (SCLIF) by 12/1/ 2010 to identify all leaders
    in the coming year.

         o We submitted a completed 2011 State Council Leader Information Form (SCLIF) by 12/1/ 2010 identifying
           leaders in the coming year.

1.2 During 2010, all state council members must be members of SHRM throughout the duration of their term of office.




SAMPLE
         o All members of our state council were members of SHRM during the entire duration of their term in office.

1.3 Ensure that your state conference or other major state events (including co-sponsored programs) do not take
    place “around” the SHRM Annual Conference and Exposition.

         o We ensured that our state conference or other major state events (including co-sponsored programs) did
           not take place during the June 1-July 15, 2010 blackout period around the SHRM Annual Conference and
           Exposition.

         o Our state council did not hold a qualifying event and, therefore, met the requirement.



1.4 Provide year-end financial results for the period 1/1/2010 through 12/31/2010.

         o The following financial results are being submitted for the period 1/1/2010 through 12/31/2010. (Please
           round to the nearest whole dollar (e.g., $ 5,246.)                 Insert $
                   Total State Council Income for 2010
                                                                               Insert $
                   Total State Council Expenses for 2010
                                                                               Insert $
                   Net Profit/Loss for 2010
                                                                               Insert $
                   (Income – Expenses = Net Profit/Loss)
                                                                               Insert $
                   Total State Council Assets as of 12/31/2010



1.5 Ensure that the current SHRM “AFFILIATE OF” logo is correctly, consistently and prominently displayed on ALL
    printed materials, publications, products, and web sites.

         o We have conducted a review of our use of the SHRM “AFFILIATE OF” logo on all pages of our web site (if
           applicable) and all other materials produced by the state council. We are in compliance with the requirement.


                                                            – 22 –
2010 State Council Planning Workbook


Appendix C: Sample Year-End Report Form (continued)




1.6 Conduct regular state council meetings during the calendar year 2010.

        o We held         Submit #              state council meetings during the calendar year 2010.

1.7 Ensure the state is represented at 50 percent of regional council meetings and conference calls.

        o Our state council was represented at 50 percent (or more) of regional council meetings and conference calls
          by the state council director, the state council director-elect or a designee.

1.8 Provide an opportunity for SHRM staff to present an update on the agenda of each state council meeting.

        o We provided an opportunity for SHRM staff to present an update on the agenda of each state council meeting
          during 2010. Or, in lieu of staff availability, the SHRM update was presented by a member of the state council.

1.9 Review your state council’s bylaws annually and update as needed.

        o We reviewed our state council bylaws and found that no changes were needed. OR,




SAMPLE
        o We reviewed our state council bylaws and found that changes were needed. The update process has started.
          OR,

        o We reviewed our state council bylaws and found that changes were needed. The update process has been
          completed.

1.10 Ensure all chapters in the state submit a completed 2010 Year-End Report by the designated deadline.

        o All chapters in the state submitted a 2010 Year-End Report to SHRM on or before 1/31/ 2010

1.11 Utilize the State Council Financial Support Payment Program funds appropriately.

        o We utilized the State Council Financial Support Payment Program funds paid in 2010 as follows. (See Section
          1.11 in the Planning Workbook for a listing of appropriate uses.)



Briefly describe how you used the funds.




                                                                           Save and submit
                         Save and continue                                   to SHRM. Our
                          for award level                                   chapter will not
                           consideration                                  qualify for an Excel
                                                                            Award for 2010




                                                        – 23 –
2010 State Council Planning Workbook


Appendix C: Sample Year-End Report Form (continued)




Section 2: Mission-Driven State Council Initiatives
Section 2 is required of all state councils seeking award-level recognition. By checking the box to the left of the item,
please verify that you have completed the requirement listed. Some items require input of text, dollar amounts and/or dates
to fully satisfy the verification of that requirement.

2.1 In support of SHRM’s mission, develop and implement a strategic initiative for Membership Growth and
Retention and a minimum of two additional areas from those listed below for consideration of a Bronze Excel
Award. In the text boxes provided, describe each of your initiatives in 200 words or less. (Please see “Getting
Started” in Section 2.1 of the Planning Workbook for guidance.)

Membership

Description:


Insert Description of Your Initiative.




SAMPLE
Use the radio button to indicate the area of your next mission-driven initiative.

O College Relations

O Government Affairs/Advocacy

O Diversity & Inclusion

Description:


Insert Description of Your Initiative.
                                                           O Workforce Readiness

                                                           O Other




Use the radio button to indicate the area of your next mission-driven initiative excluding the areas for which a description
has already been submitted.

O College Relations                                        O Workforce Readiness

O Government Affairs/Advocacy                              O Other

O Diversity & Inclusion

Description:


Insert Description of Your Initiative.




                                                             – 24 –
2010 State Council Planning Workbook


Appendix C: Sample Year-End Report Form (continued)




For the Silver Award, you will need one additional initiative (for a total of four). Use the radio button to indicate the area of
your next mission-driven initiative excluding the areas for which a description has already been submitted.

O College Relations                                         O Workforce Readiness

O Government Affairs/Advocacy                               O Other

O Diversity & Inclusion

Description:


Insert Description of Your Initiative.



For the Gold Award, you will need one additional initiative (for a total of five). Use the radio button to indicate the area of




SAMPLE
your next mission-driven initiative excluding the areas for which a description has already been submitted.

O College Relations                                         O Workforce Readiness

O Government Affairs/Advocacy                               O Other

O Diversity & Inclusion

Description:


Insert Description of Your Initiative.



For the Platinum Award, you will need initiatives in each of the six areas. Use the radio button to indicate the remaining
mission-driven initiative.

O College Relations                                         O Workforce Readiness

O Government Affairs/Advocacy                               O Other

O Diversity & Inclusion

Description:


Insert Description of Your Initiative.


2.2 Sponsor a state leadership event for volunteer leaders in the state.

          o Our state council sponsored or co-sponsored a state leadership event for volunteers in our state
            or region on
                               Insert Date




                                                              – 25 –
2010 State Council Planning Workbook


Appendix C: Sample Year-End Report Form (continued)




2.3 Create a succession plan or review your existing plan to identify potential and future leaders for the state
council.

         o We created a new succession plan and implemented it on       Insert Date
         o We reviewed our existing plan on     Insert Date

2.4 Conduct an annual leadership transition meeting to ensure a smooth and effective transition for new leaders.

         o We conducted an annual leadership transition meeting on      Insert Date

2.5 Conduct an annual planning meeting to develop short-term goals and review long-term goals.

         o We conducted an annual planning meeting on
                                                             Insert Date




SAMPLE                                        Save and continue




                                                        – 26 –
2010 State Council Planning Workbook


Appendix C: Sample Year-End Report Form (continued)




Section 3: SHRM Affiliate Support
Section 3 is required of all state councils seeking award-level recognition. By checking the box to the left of the item,
please verify that you have completed the requirement listed. Some items require input of text, dollar amounts and/or dates
to fully satisfy the verification of that requirement.

3.1 Promote the SHRM Annual Conference & Exposition within the state. Each of the items below must be
completed.

          o We included a prominently displayed link to the SHRM Annual Conference & Exposition on our state council’s
            web site home page.

          o We promoted the conference to SHRM members and nonmembers in the state by:

            Briefly describe how you promoted the conference.




SAMPLE
          o We distributed SHRM Annual Conference & Exposition promotional material on             Insert Date
                                                                                                  of Distribution


At (e.g., state council meeting, state council event)    Insert “Where”

Or, via (e.g., e-mail, hard-copy mailing)                 Insert “How”


          o We conducted an additional promotional initiative as described below.

            Insert a description of your promotional initiative.


3.2 Offer prime booth space and a minimum of 15 minutes podium time to SHRM staff at a state conference or
statewide event held in lieu of a state conference.

          o We offered prime booth space and a minimum of 15 minutes of podium time for our state conference held on

            Insert date and location of event.




                                                          – 27 –
2010 State Council Planning Workbook


Appendix C: Sample Year-End Report Form (continued)




        o We are providing the following required information about that event:

                 In-Chapter SHRM members                                   Insert #

                 At-Large SHRM members                                     Insert #

                 Total SHRM Members (In-chapter + At-Large)                Insert #

                 Local Members Only (LMOs)/Nonmembers                      Insert #

                 Students                                                  Insert #

                                                                           Insert #




SAMPLE
                 Number of “sold” exhibitor booth spaces



        o We held another statewide event in lieu of a state conference in 2010 and we offered prime booth space (if
          applicable) and a minimum of 15 minutes of podium time for the event.

          Insert event type, date, location and number of attendees.




        o We hold a conference in a timeframe other than annually. There was no event in 2010.



3.3 Report the number of SHRM members in your state.

The following membership numbers are being provided:

                 In-Chapter SHRM membership as of 12/31/2009                      Insert #

                 In-Chapter SHRM membership as of 12/31/2010                      Insert #

                 Percent of increase/decrease in SHRM membership                  Insert %

                 Total SHRM membership as of 12/31/2009                           Insert #

                 Total SHRM membership as of 12/31/2010                           Insert #

                 Percent of increase/decrease in SHRM membership                  Insert %




                                                        – 28 –
2010 State Council Planning Workbook


Appendix C: Sample Year-End Report Form (continued)




3.4 Develop and/or maintain a current state council web site.

         o We have a state council web site upon which we (all are required):

                  o Correctly and prominently display the SHRM “AFFILIATE OF” logo

                  o Have a link to the SHRM home page

                  o Have a link to the SHRM News Feed

                  o Have a link to the SHRM professional development opportunities

3.5 Make a monetary contribution from the state council’s funds to the SHRM Foundation in 2010.

         o We made a donation in the amount of             Insert $             from the state council’s funds to the
           SHRM Foundation.

3.6 Promote HR Certification Institute certification and recertification as a means of increasing the number of




SAMPLE
    certified professionals in the state.

         o We promoted certification as described below.


          Insert description of your promotional activity(s).




                                                  Save and continue




                                                         – 29 –
2010 State Council Planning Workbook


Appendix C: Sample Year-End Report Form (continued)




Section 4: Measures of Success
To qualify for any of the Excel Awards, your state council must complete Sections 1-3. If you were unable to complete all of
Sections 2 or 3, you will still need to submit your year-end report for Section 1. Please return to the end of Section 1 and
select “Save and Submit to SHRM” to process your report.



Bronze Award
To qualify for the Bronze Award, you must complete all items in Sections 1-3. Please check the box below and then submit
your year-end report by clicking on the “Save and Submit to SHRM” button below.

o We have completed all required items in Section 1-3.

o Our state council qualifies for Bronze Award consideration for 2010.




SAMPLE
                                                      Save and submit
                                                         to SHRM



Silver Award
To qualify for the Silver Award, you must complete all items in Sections 1-3 and each of the following requirements. Please
check the appropriate boxes below and then submit your year-end report by clicking on “Save and Submit to SHRM”
button below.

o We have completed all required items in Sections 1-3.

o We developed and implemented one additional initiative in Section 2.1 for a total of four initiatives. The initiatives are
  described in Section 2.1.

o We developed and implemented a plan to increase SHRM in-chapter membership in the state.

o We promoted the SHRM Annual Conference & Exposition to state council leaders to encourage attendance.

o We promoted growth of SHRM Learning System sales within the state.

o Our state council qualifies for Silver Award consideration for 2010.


                                                      Save and submit
                                                         to SHRM




                                                             – 30 –
2010 State Council Planning Workbook


Appendix C: Sample Year-End Report Form (continued)




Gold Award
To qualify for the Gold Award, you must complete all items in Sections 1-3 and each of the following requirements. Please
check the appropriate boxes below and then submit your year-end report by clicking on “Save and Submit to SHRM”
button below.

o We have completed all required items in Sections 1-3.

o We developed and implemented two additional state council initiatives in Section 2.1 for a total of five initiatives. We
  have included descriptions in Section 2.1.

o We promoted the SHRM Annual Conference & Exposition to state council leaders to encourage attendance and at least
  one state council member attended the event.

o The state was represented at 75 percent of regional council meetings and conference calls by the state council director,
  state council director-elect or another designated member of the state council.




SAMPLE
o We created a statewide initiative to transition non-100 percent chapters to 100 percent status OR we are already a 100
  percent state.

o We developed and implemented a plan to increase SHRM in-chapter membership in the state.

o We hold “Membership Star” recognition for 2010 by achieving a net increase in our in-chapter SHRM membership of
  between 6 and 9.9 percent over the 12/31/2009 in-chapter membership total.

o The following are the results of our membership growth plan. We’ve included a brief statement about our strategy to
   change/exceed the 2010 results.

  Briefly describe your results and strategy for 2011.


o The following are the results of our membership retention plan. We’ve included a brief statement about our strategy to
  change/exceed the 2010 results.

  Briefly describe your results and strategy for 2011.


o We promoted the growth of the SHRM Learning System’s sales within the state.

o Our state council qualifies as a 2010 SHRM Foundation State Council Champion by (please check all that apply
  below):

       o Made a monetary contribution to the SHRM Foundation from the state council’s funds in 2010, and

       o Conducted a State Council Leadership Campaign encouraging state council members to make individual
         donations with a goal of 100 percent participation, and

       o One or both of the following (please check all that apply):

              o The state council’s contribution to the SHRM Foundation increased by 10 percent or more over the 2009
                contribution.




                                                            – 31 –
2010 State Council Planning Workbook


Appendix C: Sample Year-End Report Form (continued)




              o Held at least one special event to benefit the SHRM Foundation. A description of our event follows.

                  Insert Brief Description (e.g. silent auction, golf tourament, etc.)


o Our state council qualifies for Gold Award consideration.



                                                     Save and submit
                                                        to SHRM


Platinum Award
To qualify for the Platinum Award, you must complete all items in Sections 1-3 and each of the following requirements.
Please check the appropriate boxes below and then submit your year-end report by clicking on “Save and Submit to




SAMPLE
SHRM” button below.

o We completed all required items in Sections 1-3.

o We developed and implemented initiatives in all six areas of Section 2.1 and included descriptions of each in Section 2.1.

o We promoted the SHRM Annual Conference & Exposition to state council leaders to attend and at least two state
  council members attended the event.

o We promoted the growth of SHRM Learning System sales within the state.

o We provided link(s) to all SHRM Learning System-based preparation courses offered within the state on the state
  council’s web site.

o We created a statewide initiative to transition non-100 percent chapters to 100 percent status or are already a 100
  percent state.

o The following are the results of our membership growth plan. We’ve included a brief statement about our strategy to
  change/exceed the 2010 results.

  Briefly describe your results and strategy for 2011.


o The following are the results of our membership retention plan. We’ve included a brief statement about our strategy to
  change/exceed the 2010 results.

  Briefly describe your results and strategy for 2011.




o We hold “Membership Super Star” recognition for 2010 by achieving a net increase in our in-chapter SHRM
  membership of more than 10 percent over the 12/31/2009 in-chapter membership total.

o Our state council qualifies as a 2010 SHRM Foundation State Council Champion by (please check all that apply
  below):




                                                           – 32 –
2010 State Council Planning Workbook


Appendix C: Sample Year-End Report Form (continued)




         o Made a monetary contribution to the SHRM Foundation from the state council’s funds in 2010, and

         o Conducted a State Council Leadership Campaign and 100 percent of our state council members donated to
           the SHRM Foundation, and

         o One or both of the following (please check all that apply):

                  o The state council’s contribution to the SHRM Foundation increased by 10 percent or more over the
                    2009 contribution.

                  o Held at least one special event to benefit the SHRM Foundation as described below.

                    Insert brief description (e.g., silent auction, golf tournament, etc.)




SAMPLE
o The state was represented at 100 percent of regional council meetings and conference calls by the state director, state
  director-elect or another designated state council member.

o Served as a resource to the state or media on HR issues as described below.

 Briefly describe how you served as a resource.


o Our state council made an impact regarding state or federal legislative issues as described below.

 Insert brief description of your actions


o Our state council qualifies for Platinum Award consideration.




                                                    Save and submit
                                                       to SHRM




                                                                                   Society for Human Resource Management
                                                                         1800 Duke Street, Alexandria, VA 22314-3499 USA
                                                                                 +1-703-548-3440 • Fax: +1-703-739-0399
                                                                                                TTY/TDD: +1-703-548-6999
                                                                           E-mail: shrm@shrm.org • Web site: www.shrm.org


                                                           – 33 –

								
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