Chapter Development Resources
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Toolkit Topic
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Description
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Business Acumen Development
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This skill assessment is an opportunity for your chapter board to individually assess and get feedback on the specific abilities, knowledge, and behaviors that exemplify business acumen. In addition to being an assessment, this provides a positive model of what your chapter should look for in a portential chapter leaders.
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Group Tax Exemption Information
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Information on the benefits of participating in ASTD Group Tax Exemption as well as how to apply for inclusion.
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Incorporation Information
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Incorporation helps to protect board members from liability arising from acts of the organization or its officers, board, or staff. This document provides an over of the benefits and disadvantages of incorporation as well as information on applying for nonprofit incorporation.
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Area Chapter Leaders Conference
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Provides information on how to outline the full life-cycle process of bringing chapter leaders together for a day of networking and best practice sharing.
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Chapter Advocacy
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Provides guidelines for advocacy campaigns, tips on how to communicate effectively with policymakers, and links to track legislation online. Also includes sample documents and tools to assist chapters in playing an advocacy role.
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Chapter Awards
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Assists chapters in the development and implementation of an awards and recognition program.
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Chapter Community Relations
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Includes tips and tools for chapters to create partnerships with various community organizations at the local level.
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Chapter Interest Group Toolkit
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Provides a guide on how to establish special interest groups (SIGs) and geographic interest groups (GIGs) within your chapter as well as manuals, samples, and best practices from your fellow chapters.
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Chapter Survival
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Provides tips to help chapters to remain relevant, cut costs, and attract and retain their members to not only survive, but thrive in any economic climate.
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ChIP
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Includes templates, marketing messages, materials, and best practices to help chapters maximize ChIP revenue potential.
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Communications
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Provides templates and examples for chapters to develop an annual communications plan and
associated communications materials.
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CPLP
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Serves as a guide for chapters to support CPLP and enhance chapter membership value; compiled from the research and commitment of chapter leaders across the country, doing amazing things to leverage CPLP and grow their chapters.
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Employee Learning Week
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Provides resources to help chapters recognize ELW through media talking points, best practices, and proclamation letter samples.
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Membership Management
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Provides year-round planning tools and information to support chapter efforts to retain and involve current members, as well as attract new members.
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Social Media
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This toolkit updated in 2012 is designed to help your chapter use social media to engage chapter members, communicate chapter events, and promote your chapter.
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Student and New Professional Idea Book
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Provides recommendations and suggested resources to help chapters reach out to students, local higher education institutions, and new professionals.
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Working with Vendors
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Provides a walk-through of the process of selecting and working with vendors, ideas and templates for working with sponsors, exhibitors, advertisers, and speakers
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Board Development Resources
| Topic |
Description |
| Resources by Leadership Position |
Sample position descriptions as well as links to CLC pages and toolkits that will help you in your leadership role. |
| Onboarding |
This new toolkit provides you with resources, guides, templates, and best practices for onboarding your new board members and getting them assimilated to your board’s culture and practices. |
| Succession Planning |
The Succession Planning Toolkit has been created to help your chapter evaluate its future leadership and talent needs, identify individuals who can potentially satisfy those needs, and prepare an individual for her eventual role as a leader. This toolkit will help your chapter to develop the bench strength needed to assure that there are qualified people to pick up the ball when a board member leaves. |
| Finance |
Designed as a resource for a chapter finance officer, provides important information and advice on typical CFO responsibilities. |
| Chapter Risk Assessment |
Designed to be used by chapter board members to evaluate risk and determine strategies for mitigation. |
CORE: ASTD Chapter Operating Requirements
ASTD Chapter Operating Requirements (CORE) are a set of performance guidelines designed to help chapters deliver consistent benefits to members. CORE consists of elements in five key areas: administration, financial, membership, professional development, and communication, which are necessary for running a chapter like a business.
Submit Your Chapter's Primary CORE Contact Now!
Submit your chapter's primary CORE contact now by clicking here. Each year chapters are required to provide national ASTD with its CORE point of contact for the new submission year. The CORE designee for your chapter will receive your chapter's unique CORE survey link and all key CORE news and updates.
CORE Membership Requirement: Increase in 2013!
For 2013, the joint membership percentage has increased to 40 percent, up five percent from 2012, and will continue to increase by 5 percent to reach the 50 percent goal. Please work closely with your chapter relations manager and NAC advisor to ensure your chapter is preparing to reach the 2013 goal.
CORE Resources for Chapter Leaders
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2013 CORE Planning Workbook
PDF WORD
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Created to help leaders gather and document CORE-related information for the CORE survey. The workbook mirrors the online CORE survey. It is recommended that chapters complete this workbook prior to completing the online CORE submission.
NEW 2012 CORE RESOURCE!
CORE Knowledge Nugget #1. This is an informative podcast that walks your chapter through the Administrative component section of CORE.
CORE Knowledge Nugget #2 and #3: This podcast walks your chapter through the Financial and Membership component sections of CORE.
CORE Knowledge Nugget #4 and #5: This podcast walks your chapter through the Professional Development and Communications component sections of CORE.
Stay tuned for additional Knowledge Nuggets that will cover the remaining CORE components.
NOTE: These videos are viewed best in Internet Explorer, Safari or Firefox.
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| CORE Policy |
Outlines series of actions taken to assist chapters that do not achieve 100 percent CORE. |
| 2013 CORE Survey Summary |
Summary includes results and demographic information based on responses provided by chapters in the 2012 CORE survey. Many chapter leaders use this information to benchmark their chapters with others. |
| CORE Element Quick List |
A handy reference guide listing all CORE components and elements. |
| CORE Element Matrix |
Lists all CORE elements, their purpose, and how chapters can accomplish them. Also includes resources available to assist with each element. |
| Resources By Position |
Click here for resources available to your specific chapter leadership role. |
| 2011 CORE Presentation |
This presentation will assist chapter leaders in understanding the CORE elements and policy. It also answers many frequently asked questions from chapters including:
- What is CORE?
- Why is it a requirement for chapters?
- What are chapters that achieve 100 percent CORE doing successfully?
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| 2012 CORE FAQs |
Lists answers to the most frequently asked questions chapter leaders have about CORE. |
| Model Bylaws for ASTD Chapters |
Model bylaws that align with the national ASTD bylaws. This is a good resource for chapters planning to review and update their bylaws. |
| Chapter Board Roster- CORE Template |
Template in EXCEL format that chapter leaders should use to submit their board roster with the CORE submission. (Updates should be sent to the chapter relations manager when changes occur.) |
| Chapter Membership Roster- CORE Template |
Template in EXCEL format that chapter leaders should use to submit their membership roster with the CORE submission. |
Resources to aid chapter leaders with the financial reporting CORE requirement:
The CORE membership goal helps establish that members of the national organization and its chapters are part of the same organization with shared valuable resources and a shared compelling mission that effectively meets members’ professional development needs. ASTD would like to give recognition to those chapters that went above and beyond the 35 percent requirement; these chapters are our membership STAR and SUPERSTAR chapters!
The following chapters were 100 percent CORE in 2012 and Chapter Membership SUPERSTARS: over 50 percent joint membership:
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Bay Colonies
Eastern Pennsylvania
Fargo/Moorhead
Fort Worth/Mid-Cities
Greater Toledo
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Mid-Michigan
Northeast Wisconsin
Pikes Peak
San Antonio
Utah |
Lake Superior
The following chapters were 100 percent CORE in 2012 and Chapter Membership STARS: 40-50 percent joint membership:
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Alaska
Ann Arbor
Baton Rouge
Charlotte Area
E. North Carolina
Emerald Coast Chapter
Genesee Valley
Golden Gate
Greater Birmingham
Greater Boston
Greater Chattanooga
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Greater Cleveland
Greater Tucson
Hudson Mohawk
Lincoln
Maine
Maryland
Memphis
Mid New Jersey
Mt. Diablo
NC Research Triangle Area
Nebraska
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North Alabama
Piedmont
Puerto Rico
Rocky Mountain
Sacramento
SE Wisconsin
Sierra Nevada
Upstate South Carolina
West Texas
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The following chapters achieved 100 percent CORE in 2012: they met the 35 percent joint membership requirement:
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Arkansas
Austin
Big Sky
Central Florida
Central Illinois
Central Indiana
Central Iowa
Central Massachusetts
Central New York
Central Ohio
Central Oklahoma
Central Pennsylvania
Chicagoland
Connecticut
Florida Suncoast
Greater Atlanta
Greater Cincinnati
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Greater Detroit
Greater Las Vegas
Hawaii
Hawkeye
Houston
Inland Empire
Kansas City
Long Island
Los Angeles
Metro DC
Middle Tennessee
Midlands
Mississippi
Mississippi Valley
NE Oklahoma
New Mexico
New York Metro
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Niagara Frontier
Northeast Florida
Northern New Jersey
Northern Rockies
Orange County
Philadelphia
Pittsburgh
Puget Sound
River Cities
Smoky Mountain
South Central Wisconsin
Southeastern Virginia
Southern Connecticut
Southwest Florida
St. Louis Metro
Valley of the Sun
Valleys of Virginia
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NORE
HISTORY OF CORE AND NORE
As chapters have long operated under the Chapter Operating Requirements (CORE) for continued affiliation, chapter leaders expressed the importance of having reciprocal national operating requirements. In 2007, a team of chapter leaders and national advisors proposed to national ASTD six elements that are now known as National Operating Requirements (NORE).
NORE ELEMENTS
NORE defines national ASTD's responsibility to local chapters across six different areas: 1) Collaboration, 2) Communication, 3) Customer Service, 4) Feedback, 5) Membership, and 6) Operational Support. Chapter leaders evaluate the six (6) NORE categories through the annual Chapter Leader Survey.
National Operating Requirements (NORE)
NORE Scorecards and Action Plans
2012 NORE Scorecard and 2012 Action Plan (At-A-Glance) (Details)
2011 NORE Scorecard and 2012 Action Plan
2010 NORE Scorecard and 2011 Action Plan
CHAPTER-NATIONAL AFFILIATION AGREEMENT
All ASTD chapters have a signed chapter-national affiliation agreement on file with national ASTD. This agreement incorporates both NORE and CORE, is signed once only, and remains an agreement between national ASTD and chapters to be abided by chapter leader and national ASTD successors.
Chapter Incentive Program (ChIP)
The Chapter Incentive Program (ChIP) is a revenue-sharing program that offers chapters an opportunity to earn additional revenue. Through ChIP, chapters can earn thousands of dollars from business they generate for ASTD programs and services. Each chapter is assigned a ChIP code. Every person that uses the source code when making an online purchase on the ASTD Store will be contributing to your chapter's financial health, further enabling you to accomplish your chapter's mission.
Congratulations to the top 10 ChIP chapters!
Congratulations to the following top 10 chapter earners for ChIP commissions in Q1 2013:
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Chapter
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2012 Commission |
| Chicagoland |
$1,857.98 |
| Dallas |
$1,572.00 |
| Houston |
$1238.72 |
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Metro DC
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$1058.97 |
| Puget Sound |
$950.50 |
| Rocky Mountain |
$917.74 |
| Nebraska |
$889.50 |
| Los Angeles |
$887.03 |
| Austin |
$812.65 |
| Fort Worth/Mid-Cities |
$811.50 |
ASTD has created the ChIP Tips toolkit to help you maximize the benefits of ChIP within your chapter. The ChIP Tips toolkit includes templates and examples, including newsletter recommendations, chapter meeting announcements, FAQs, and website samples to help you develop your own chapter materials. Also included are other ASTD chapters’ examples of ideas to promote. Click here to access the toolkit.
Exciting feature to market ChIP
Set up your chapter promotions for ASTD products on your chapter website or email promotions to automatically insert your chapter’s ChIP code when the customer checks out. Click here to find out how.
Another way to earn ChIP revenue: Job Bank
Chapters can earn ChIP commissions on ASTD Job Bank postings and resumé searches from local employers they refer. Employers referred by chapters receive a 15 percent discount off the rates, and chapters earn 10 percent commission on the full price. Download the ASTD Job Bank ChIP flyer here and begin promoting this to local employers in your area today!
Earning ChIP revenue for the CPLP Learning System
Chapters receive $50 ChIP credit for each Learning System sold through the ASTD Store when purchasers enter the chapter code. The ASTD Learning System is the complete, self-directed learning resource for individuals preparing for the knowledge-based exam section of the CPLP™.
Q: How do I find my chapter's ChIP source code?
A: See the Online Chapter Directory. Chapter ChIP source codes look like this: CH1234.
Q: What products and services apply?
A:
ASTD Product
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Revenue Share
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New Membership*
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$20
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Membership Renewal
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$10
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International Conference and Expo Registration****
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10% (maximum of $80)
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TechKnowledge Conference Registration ****
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10% (maximum of $80)
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ASTD Certificate Programs **
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10%
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ASTD Books and Publications ***
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5%
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CPLP Learning System
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$50
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ASTD Job Bank employer listing
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10% (maximum of $50)
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WLP Scorecard
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5%
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Chapter Leader Conference (ALC) Bookstore
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5% |
* ChIP revenue only applies to memberships and e-memberships $179 and above. Discounted board memberships, group, student, and senior memberships are not eligible for ChIP revenue.
** ChIP revenue does not apply to certificate registrations for chapters participating in the Certificate Partnership Program. Chapters receive a 5% commission on ASTD Master Trainer registrations.
*** Publications can be ASTD Press books and Infolines only, ordered through the online bookstore, through ASTD Customer Care, or at ASTD Leaders Conference (ALC). ChIP revenue is not offered at the ASTD International Conference and Exposition bookstore or the TechKnowledge Conference bookstore.
**** ChIP revenue applies to in-person conference registration.
Q: Are chapters required to participate in ChIP?
A: No. Like many ASTD resources for chapters, this program was created based on feedback from chapter leaders. Individual chapters decide their level of participation in this program.
Q: How will this be tracked?
A: ASTD uses an association management software package to report revenue and commissions earned for each ChIP source code. ASTD runs quarterly reports that show revenue associated with each chapter code. A percentage of that revenue will be calculated based on the revenue share amount for specific products. The commission amount earned will then be direct deposited in chapter accounts. For privacy reasons, chapters will not be sent purchase records of individual members.
Q: How can I use my chapter’s ChIP code to make a purchase on the ASTD online store?
A: Begin by selecting the items you want to purchase and placing them in your shopping cart. Once you are ready to check out, enter your chapter’s ChIP code where it says “ChIP/Global Network Code” on the shopping cart screen.
Q: How is the revenue share sent to chapters?
A: ASTD direct deposits the quarterly commissions in chapter accounts. Commissions earned from ASTD International Conference & Exposition registrations will be paid the quarter following the conference.
Q: If someone forgets to use our chapter’s ChIP code when registering for a conference or making a purchase, can our chapter still earn ChIP credit?
A: Unfortunately, this program is unable to apply retroactive commission credit. However, if someone tried to use your chapter’s code on the online store and was unable to for some reason, please contact your chapter relations manager for assistance.
Q: Do people have to be national ASTD or chapter members to use our chapter’s ChIP code?
A: No. Anyone, members and nonmembers, can use your chapter’s ChIP source code.
Q: If a person uses our chapter’s ChIP source code to register for an ASTD conference or buy something, will they get a discount?
A: Using the chapter source code will trigger a $20 discount on membership and automatically adjust the shopping cart rate to $179. No other discounts are enabled via ChIP code use. The ChIP code instead generates a commission for the chapter.
Q: Can chapter leaders get a list of people who purchase an item with the chapter source code?
A: No. ASTD does not release customer purchase information for confidentiality reasons.
Q: What benefits do individuals receive by using the chapter code?
A: Individuals benefit with a $20 discount on national membership when using the ChIP code on the online store. In addition, they benefit by helping their chapter be more successful. Chapters are an important part of ASTD and the profession as a whole. Chapters are nonprofit organizations that strengthen their communities, help people build skills, find jobs, etc.
Q: Why do some brochures with promotions from ASTD come with a source code already printed on it? Can my chapter members cross that out and write our chapter’s ChIP code?
A: Yes. Chapters may manually add their ChIP code onto any national ASTD marketing materials they are distributing to chapter members (for example, adding a sticker onto the publications catalog). ASTD has a variety of ads and promotions with a variety of source codes. Chapter ChIP codes are one of many that help ASTD understand now marketing programs are working.
The purpose of the chapter ChIP source codes is to give chapters credit for promotion that CHAPTERS do to their members and prospects.
Q: What if a member uses the chapter code to join national ASTD at a discounted rate?
A: ChIP revenue only applies to memberships $179 and above. Discounted board memberships, student, and senior memberships are not eligible for ChIP revenue.
Q: Are ChIP commissions taxable?
A: ChIP commissions are not taxable (federal or state). Chapters with more than $25K in gross receipts that are completing Form 990EZ should indicate the ChIP commission amount in Line 8 as “other revenue” with a brief description, such as “commissions from national ASTD.” Chapters with less than $25k in gross receipts that are completing Form 990N don’t need to report the ChIP commissions.
ASTD Education/Chapter Partnership Program
ASTD chapters that promote upcoming ASTD certificate programs can earn revenue (ChIP commissions) and may be eligible to receive a complimentary registration to local programs.
Partnership Options
- Option 1: Chapter Incentive Program (ChIP) Commission
Chapter promotes an already scheduled ASTD national program to local community and chapter members. The chapter earns 10% of each certificate program registration fee for every attendee who enters the chapter's Chapter Incentive Program (ChIP) code at the time of registration.
Get Started: No need to sign up for this option. Simply begin promoting already scheduled certificate programs to your local community. Make sure to remind everyone to use your ChIP code! Click here to find a list of programs scheduled in your area.
- Option 2: ChIP Commission + Marketing Partnership
Option 2 is similar to Option 1 with an added earning bonus. The chapter promotes an already scheduled program to local community and chapter members and also sends at least one marketing email to their chapter members about the upcoming ASTD program.
The chapter receives one complimentary registration (valued at $595 - $1,795) to a local ASTD education program. The chapter also earns 10% of each certificate program registration fee when attendees register using their ChIP code. Please note: There is a maximum of one comp per chapter every six months for a total of two per year. The comp cannot be used for the ASTD Master Trainer Program.
Get Started: Identify the certificate programs scheduled for your area and determine the methods your chapter will promote to members (newsletter, website, local meeting announcement, etc.) and a date you will send an email to all of your chapter members. Email the information to Cami Best-Jones, cjones@astd.org to receive details on how to receive the complimentary registration.
- Option 3: Certificate Program Partnership
Through this option, eligible chapters* may host a certificate program in their local area. By serving as the onsite host, and handling all onsite logistics, the chapter earns 20% of the total workshop revenue collected.
ASTD partners with chapters to assess the need for a certificate program to be scheduled. The chapter then arranges all logistical details, volunteers, meeting room space, AV and food/meal service for attendees. ASTD arranges and pays for the workshop learning materials, facilitator and travel, and handles registration and fee collection. Both ASTD and the chapter promote the program. ASTD and the chapter work together to decide on an appropriate certificate program and dates.
Get Started: If your chapter is interested in hosting a certificate program in your area, first read the Education Partnership Toolkit, then contact Cami Best-Jones, cjones@astd.org to determine eligibility and program selection. *Since ASTD hosts many certificate programs throughout the country, some chapter market areas are excluded from hosting a program.
Chapter Resources
Education Partnership Toolkit
Detailed information about each option as well as a guide with marketing templates, tips, and ideas for marketing an ASTD Education program to your chapter and local community.
ASTD Education Schedule of Programs
Search this online list of scheduled national ASTD Education Programs offered around the United States.
Certificate Program Host Guide
For chapters hosting programs, this guide breaks down each step from selecting a program and meeting room location to onsite volunteer responsibilities.
For more information about the ASTD Education Chapter Partnership Program, contact Cami Best Jones, Senior Project Manager, Chapter Services, at 703.838.5855 or cjones@astd.org.