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Chapter Toolkits

ASTD provides chapter leaders with information in the form of "Toolkits." These toolkits should be disseminated to chapter leaders responsible for that functional area throughout the year and when new information becomes available. For a summary of all toolkits and their contents please click here.

Toolkit Topic

Toolkit Description

Audience

Last Update

NEW!
Area Chapter Leaders Conference Toolkit 		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. All chapter leaders 2010
UPDATED!
Chapter Advocacy Toolkit 		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. Public Relations, Government Relations Leaders 2010
Chapter Awards Program Toolkit Assists chapters in the development and implementation of an awards and recognition program. Awards, Communications, Marketing, Volunteer Management Leaders 2008
Chapter Community Relations Guide Includes tips and tools for chapters to create partnerships with various community organizations at the local level. Public Relations, Community Service, Communications Leaders 2008
NEW!
Chapter Interest Group Toolkit 		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. Professional Development Leaders, Volunteer Management Leaders, President 2010
Chapter Risk Assessment Guide Designed to be used by chapter board members to evaluate risk and determine strategies for mitigation. President-Elect, President 2008
Chapter Survival Guide 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. All Leadership Positions 2009
UPDATED!
Chapter Incentive Program (ChIP) Toolkit 		Includes templates, marketing messages, materials, and best practices to help chapters maximize ChIP revenue potential. Marketing, Technology Leaders 2010
Communications Toolkit Provides templates and examples for chapters to develop an annual communications plan and
associated communications materials. 		Public Relations, Marketing, Communications Leaders 2008
CPLP Toolkit 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. Professional Development, Programming Leaders, CPLP SIG 2009
UPDATED!
Employee Learning Week Toolkit 		Provides resources to help chapters recognize ELW through media talking points, best practices, and proclamation letter samples. Communications, Public Relations Leaders 2010
UPDATED!
Finance Toolkit 		Designed as a resource for a chapter finance officer, provides important information and advice on typical CFO responsibilities. President, Finance Leaders 2010
Membership Management Toolkit Provides year-round planning tools and information to support chapter efforts to retain and involve current members, as well as attract new members. Membership, Marketing Leaders 2010
NEW! 
Onboarding Toolkit  		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. President-Elect, President 2010
NEW! 
Social Media Toolkit		 This toolkit created in 2011 is designed to help your chapter use social media to engage chapter members, communicate chapter events, and promote your chapter. Communications, Public Relations, President, Marketing Leaders 2011
NEW!
Student and New Professional Idea Book 		Provides recommendations and suggested resources to help chapters reach out to students, local higher education institutions, and new professionals. Programming, Student SIG, Marketing Leaders 2011
NEW!
Succession Planning Toolkit 		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. President-Elect, President 2010
Working with Vendors Toolkit Provides a walk-through of the process of selecting and working with vendors, ideas and templates for working with sponsors, exhibitors, advertisers, and speakers. Marketing, Programming Leaders 2008

Additional Resources

  • Business Acumen Assessment-- Why should your chapter participate?
    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.

  • ASTD Group Tax Exemption Information
  • Incorporation Information

  • New template for chapter program CPLP recertification validation
    A new template provides a quick way for your chapter to provide validation of CPLP recertification credits that CPLPs can earn by attending your chapter programs that qualify for credit. Marketing tip: qualified chapter programs, chapter membership, and chapter leadership all count toward CPLP recertification. This is a great way to involve CPLPs in your chapter while providing them the opportunity to maintain their certification.

 

 
 
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