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Board of Directors Job Descriptions

Thank you for your interest in understanding what each board position contributes to the overall success of our chapter.  Though each position requires different capabilities and strengths, the common strand amongst them is the level of engagement and drive to continue to take our chapter to the next level.

The networking opportunities are endless.  The sky is the limit in terms of leadership development.  The connection with ATD is strong as they are just as committed to the success of our chapter.  And leading a non-profit, from the board level, offers tremendous opportunity for personal learning and growth.     

BENEFITS

  1. Networking and leadership development.
  2. An expanded understanding of Talent Development because of knowledge acquired through ATD.
  3. High visibility within Chapter and Talent Development community.
  4. Ability to lead committees, delegate tasks, and monitor progress.
  5. Ability to plan, organize, and evaluate chapter activities.
  6. Effective verbal communication, diplomacy, personal interaction, and problem-solving.
  7. Ability to build, motivate, and lead a team of volunteers.
  8. ATD (national) membership.



PRESIDENT OF A CHAPTER

Overview

As Chief Executive Officer of the Chapter, the President is responsible for managing the chapter in accordance with the Chapter’s Bylaws and the State of New York. It is his/her responsibility to provide leadership, to exercise general supervision over chapter activities and to conduct Chapter affairs in accordance with the Chapter bylaws and/or operating rules.

The President maintains contact with all officers, directors, committee chairs and members of his/her Chapter Board. The President must have the ability to motivate these individuals into a performance of excellence.  This can be done by:

  • Assuming responsibility and delegating authority.
  • Rendering guidance and counsel.
  • Listening to constructive criticism and making corrective adjustments.
  • Possessing humility and respecting the rights and feelings of others.
  • Dealing with unpleasant subjects and situations in a fair and just manner.
  • Conducting yourself at all times in a way that would add prestige, dignity, and honor to the office of President.


Principal Duties & Responsibilities

  1. Presiding all meetings, formulating the overall plans for the various activities with which the local Chapter will become engaged.
  2. Developing strategic partnerships with other local organizations that will benefit the ATD membership.
  3. Overseeing activities and development of other officers and functional chairs.
  4. In conjunction with the VPs of Marketing and Communications, assure the website is current and functioning properly.
  5. Presiding in a firm, competent, tactful and just manner.
  6. Requiring progress reports from each officer and committee chair each month and compare them with previously described programs and activities.
  7. Assure a strategic plan is implemented, reviewed and redesigned yearly.
  8. Keeping up-to-date in the talent development profession by reading and participating in related activities as possible.
  9. In conjunction with the VP of Chapter Services, maintain close contact with ATD headquarters and other chapters.
  10. Submit progress reports to the membership to keep them informed about Chapter activities.


Time Required & Recommended Training

 Approximately twelve (12) hours per month

  1. Leadership Development knowledge and training
  2. Chapter orientation
  3. National Leadership Conference

Helpful Skills

  1. Strong communication skills
  2. Excellent organization and leadership skills



PRESIDENT ELECT OF A CHAPTER

 Overview

The President Elect assists the Chapter President in performance of chapter management duties, automatically succeeding to President and participates in the recruitment of board members to lead the chapter in the succeeding year. The President Elect observes and witnesses all activities of the Board, membership and programs to prepare for the leadership role in the following year.

 

Principle Duties & Responsibilities 

  1. Prepare for next year by becoming familiar with past board activities and goals.  At annual transition meeting, leads the chapter's vision, mission, and direction planning process and is prepared to communicate and gain chapter member commitment.
  2. Attend chapter board and monthly program meetings.
  3. Attend committee meetings, as possible, to understand how the committees work and their priorities.
  4. Assist VP Chapter Services, as needed, to complete yearly CARE submission in January.
  5. Develop next year’s budget in conjunction with VP of Finance and supports the president in overseeing sound financial status of chapter by monitoring monthly budget reports.
  6. Support and assist President, as needed, in areas related to board meetings, chapter meetings and committee/SIG meetings.
  7. Support chapter succession planning to include serving on the Nominating Committee for the following year, recruiting new board members and managing the chapter’s succession process.
  8. Represents chapter professionally and ethically in all business functions/organizational activities.


Time Required & Recommended Training

Term:  Three Years:  Year 1 – president elect, Year 2 – president, Year 3 - immediate past president

Estimated Time Requirements: approximately sixteen (16) hours per month. 

  1. Leadership Development knowledge and training
  2. Chapter orientation
  3. National Leadership Conference 

Helpful Skills

  1. Strong communication skills
  2. Excellent organization and leadership skills



VICE PRESIDENT, CHAPTER SERVICES

Overview

The Vice President of Chapter Services is responsible for providing all professional development and placement services, community service and special interest group services to Chapter; members.  This position is also the liaison to ATD.  He/she directs activities of the Chapter Services Committee and oversees committee’s budget.

 

Principal Duties & Responsibilities 

  1. Attends all Board meetings and reports on committee activities.
  2. Attends all Chapter Program Meetings.
  3. Maintains current membership in the local and national ATD organization.
  4. Appoints Special Interest Groups (SIG) chair for activities and formation of new SIGs when interest arises and solicits members for each SIG.
  5. Partners with national ATD to submit and achieve chapter related awards and promote results to members and the community by working with the chapter VP of Communications.
  6. Develops and oversees an annual Chapter Services budget.
  7. Designs a Chapter calendar of national support services; conferences calls; conferences and training activities and works with the Board to identify Chapter representation for the activities.
  8. Responsible for coordinating and executing the annual Chapter recognition event.
  9. Establish and coordinate a referral program for members of the community looking for training resources


Time Required & Recommended Training

 Approximately six (6) hours per month

  1. Transitional training with outgoing VP of Chapter Services
  2. Attend one or more committee meetings with current  VP of Chapter Services

Helpful Skills

  1. Strong communication skills
  2. Excellent organization skills and leadership ability
  3. Excellent attention to detail


 

VICE PRESIDENT, COMMUNICATIONS 

Overview

The Vice President of Communications is responsible for keeping the minutes of the Board meetings and Executive Board meetings, handling necessary correspondence, managing media relations, and managing the Public Relations Committee and the Government Affairs Committee.


Principal Duties & Responsibilities 

  1. Attends all Board meetings and Executive Board meetings, takes minutes of the proceedings and distribute minutes to all Board members within two (2) weeks of the meeting.
  2. Handles other correspondence as appropriate.
  3. Updates the Operations Manual, as needed.
  4. Prepares flyers for monthly programs and events, using web-based announcements.
  5. Create media plan.
  6. Media relations.


Time Required & Training Recommended

 Approximately ten (10) hours per month, including Board and Executive Board Meetings

  1. Traditional training with outgoing Vice President of Communication
  2. Guidance from President

Helpful Skills

  1. Good communications skills
  2. Management abilities
  3. Comfortable with technology



VICE PRESIDENT, FINANCE

 Overview

The VP of Finance is responsible for keeping the financial records of the Chapter; setting up bank accounts, and paying bills promptly.  As a Board member, he/she provides leadership and organization for the local Chapter in the areas of financial policy, procedures, investment planning and goal setting.  The VP of Finance also coordinates the fundraising efforts.

 

Principal Duties & Responsibilities 

  1. Attends all Board and Executive Board meetings and presents monthly and annual financial reports.
  2. Deposits income into checking account.
  3. Pays authorized bills.
  4. Maintains accurate and detailed records of income and expenses.
  5. Prepares special reports as requested by the Board or President.
  6. Manages the Fundraising Chair when needed.
  7. Ensures financial records are audited at least every three years.
  8. Attends all monthly meetings to man registration desk or designates an alternate.
  9. Completes appropriate section of the Chapter Awards Program.


Time Required & Training Recommended 

Estimated Time Requirements: approximately eight (8) hours per month. 

  1. Transitional training with outgoing VP of  Finance
  2. Chapter orientation
  3. Use of Financial Management Book from ATD

Helpful Skills

  1. Strong financial skills
  2. Knowledge  of bookkeeping
  3. Ability to work with details, records and figures



VICE PRESIDENT, MARKETING

 Overview

The Vice President of Marketing is responsible for oversight of the web site, sending electronic communications (eblasts), and leveraging social media and other technologies to advocate the chapter.


Principal Duties & Responsibilities

  1. Attends all Board meetings and Executive Board meetings.
  2. Sends e-blasts to members, as needed, minimally bi-weekly.
  3. Maintains maintain website.
  4. Develops and implements a strategy to engage and motivate active online advocates.
  5. Stays up to date on new tools and how other organizations are using them, so that the chapter uses these technologies effectively.
  6. Moderates message boards and keeps spam and unwanted solicitations in check.


Time Required & Training Recommended

 Approximately ten (10) hours per month, including Board and Executive Board Meetings

  1. Traditional training with outgoing Vice President of Communication
  2. Guidance from President

Helpful Skills

  1. Good communications skills
  2. Management abilities
  3. Comfortable with technology



VICE PRESIDENT, MEMBERSHIP

Overview

The Vice President of Membership is responsible for coordinating within the Chapter all aspects of recruitment and retention of Chapter members, including the keeping of accurate, current, and complete records on all Chapter members.

 

Principal Duties & Responsibilities 

  1. Works with all Chapter leaders to build understanding that membership development is everyone’s responsibility and to integrate membership development into their respective roles.
  2. Forms and chairs a Membership Committee.
  3. Attends all Board of Directors meetings and reports about current membership and solicitation efforts.
  4. Develops a budget for membership activities.
  5. Encourages membership in ATD and provides appropriate information on ATD at monthly meetings.
  6. Speaks at monthly meetings regarding pertinent matters related to membership.
  7. Initiates invitation letters to prospective members.
  8. Supervises and annually reviews the renewal process including notification of renewal, materials to be included, and thank you letters.
  9. Supervises the design, distribution, acknowledgement and welcome materials for new members.
  10. Writes membership solicitation materials for Chapter e-blasts and websites.
  11. Directs membership drives to specific target populations, as approved by the Board. 
  12. Works with Chapter Services Vice President to enhance the Chapter Awards Program.
  13. Attends Chapter Program meetings.
  14. Directs new members to the Orientation Program.


Time Required & Training Recommended

 Approximately twelve (12) hours per month

  1. Serve as a member of the Membership Committee
  2. Chapter orientation
  3. National Leadership Conference

Helpful Skills

  1. Strong communication skills
  2. Excellent organization and supervision skills



VICE PRESIDENT, PROGRAMS

Overview

The Vice President – Programs chairs the Programs Committee for the chapter and is responsible for establishing educational programs for the professional development of members, including:

  • Speakers for monthly programs on topics associated with core competencies of the training and development profession
  • Facilitating Chapter programs
  • Assists Chapter with special events and conferences
  • Assists the Chapter in requesting feedback on an ongoing basis from attendees and members regarding topics and skills of interest.


Principal Duties & Responsibilities 

The Committee will solicit qualified speakers in the core competency areas and special topics and create a diverse and comprehensive program offering from among the most highly qualified speakers.  With the assistance of the Program Committee, the Vice President – Programs will:

  • Solicit program sponsorship (e.g.,  door prizes and underwriting)
  • Arrange for honorarium or other gift for each speaker
  • Coordinate with the hosting organization on arrangements for audio-visual equipment, refreshments, parking, and other logistics as necessary
  • Arrange for each speaker to be met, introduced, and assisted with both set-up and take-down
  • Obtain feedback from attendees on program applicability and quality and share tabulated feedback with the Board and with the pertinent speaker
  • Arrange for an electronic copy of presentation to be posted on the chapter website
  • Prepares speaker bio and program description for Communication Committee posting to web and e-blasts
  • Interfaces with Chapter electronic event software for registration information


Time Required & Training Recommended

 Approximately twelve (12) hours per month

  1. Serve as a member of the Program Committee
  2. National Leadership Conference
  3. Chapter electronic event software

Helpful Skills 

  1. Strong communication skills
  2. Excellent organization and leadership skills



PAST PRESIDENT OF A CHAPTER 

Overview

The Past President serves in an advisory role to the President, President Elect, and Chapter as a whole, and provides guidance and expertise as a knowledgeable member of the board.  He/She advises on past practices and operations in accordance with the chapter bylaws.  Upon request, he/she assists officers in performing their duties.

 

Principal Duties & Responsibilities 

  1. Serves as acting president if both the president and president elect are unavailable

  2. Supports the president and president elect in achieving chapter goals
  3. Advises chapter officers on relevant issues

  1. Participates in the development and implementation of short-term and long-term strategic planning for the chapter
  2. Participates in succession planning, including recruiting new board members
  3. Ensures that successors for all positions are identified and properly trained in advance of assuming the position

  1. Prepares submissions for Chapter Excellence Award nominations, if applicable
  2. Attends all monthly membership and board of directors meetings


Time Required & Training Recommended 

 Approximately eight (8) hours per month

  1. Serve as a member of the board and most recently as chapter present
  2. Chapter orientation
  3. National Leadership Conference

    Helpful Skills 

    1. Strong communication skills
    2. Excellent organization and supervision skills

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