January 19 2010 Preparing for CORE

8:30:15 pm ErickTaft: Welcome everyone to #ASTD Chapter Leader Chat. Tonight’s topic is: Preparing for CORE #astdchapters
8:30:22 pm larrystraining: Link to the #ASTD website with the CORE documents for tonight’s Chapter Leader chat. http://bit.ly/cFZk1R#astdchapters
8:30:40 pm ErickTaft: #ASTD stands for the American Society for Training and Development http://www.astd.org #astdchapters
8:31:12 pm ErickTaft: CORE stands for Chapter Operating Requirements #astdchapters
8:31:45 pm ErickTaft: RT @larrystraining: Link to the #ASTD website with the CORE documents for tonight’s Chapter Leader chat.http://bit.ly/cFZk1R #astdchapters
8:32:02 pm ErickTaft: Q0 warm-up after the rules. #astdchapters
8:32:26 pm ErickTaft: Rules for #ASTD Chapter Leader Chat: #astdchapters
8:32:49 pm ErickTaft: 1. Introduce yourself. (We do this again at the end). Chapter? Location? Role? Area of Expertise? How have you been?#astdchapters
8:33:54 pm ErickTaft: @larrystraining Hi Larry. #astdchapters
8:34:13 pm larrystraining: Larry Straining, CPLP – Northeast Oklahoma #neokastd – Member – Technology #astdchapters
8:34:25 pm ErickTaft: 2. [try to] stay on topic. A new question will be asked every 15 min or so. If you can, include Q# in related responses.#astdchapters
8:35:08 pm ErickTaft: Erick Taft, SPHR – @ASTDNWA Immediate Past President (2nd term) #astdchapters
8:35:25 pm ErickTaft: 3. When writing, complete thoughts help followers outside the chat learn from you. #astdchapters
8:36:15 pm Charnell_W: Charnell Westerman, National Advisor for Chapters #astdchapters
8:36:15 pm ErickTaft: 4. Remember to include #astdchapters in all posts. http://tweetchat.com http://tweetgrid.com & http://twubs.com work well #astdchapters
8:36:44 pm ErickTaft: @Charnell_W Good evening Charnell #astdchapters
8:36:57 pm ErickTaft: You are welcome to add #ASTD too. #astdchapters
8:37:10 pm LandDDave: Greetings all. David Kelly, CPLP, President, Long Island Chapter #astdchapters
8:37:10 pm ErickTaft: 5. Periodically RT questions so others outside the chat know what you’re talking about. #astdchapters
8:37:22 pm ErickTaft: 6. For the duration of the chat, please unprotect your updates so others can see your thoughts. #astdchapters
8:37:37 pm ErickTaft: Warm-up Question (Q0): What have you learned at a recent #ASTD chapter meeting? #astdchapters
8:37:50 pm ErickTaft: @LandDDave Good evening David. #astdchapters
8:38:05 pm larrystraining: RT @ErickTaft: Warm-up Question (Q0): What have you learned at a recent #ASTD chapter meeting?#astdchapters
8:38:37 pm LandDDave: RT @ErickTaft: Warm-up Question (Q0): What have you learned at a recent #ASTD chapter meeting? #astdchapters
8:38:58 pm ErickTaft: Q0) I am privileged to work with a very talented board at @ASTDNWA #astdchapters
8:40:25 pm LandDDave: It seems like ages since our last meeting. We didn’t have a December meeting scheduled and our January meeting was snowed out #astdchapters
8:40:30 pm larrystraining: Q0 – Our January presentation was on Employee Engagement #neokastd. Lots of focus on what IS working not just the holes. #astdchapters
8:41:01 pm ErickTaft: @larrystraining Who was the presenter? #astdchapters
8:41:29 pm ErickTaft: @LandDDave Our Jan meeting was snowed out too. #astdchapters
8:42:30 pm ErickTaft: Q1) Who is responsible for completing CORE in your chapter?#astdchapters
8:42:35 pm larrystraining: RT @ErickTaft: @larrystraining Who was the presenter? Cathy Sleezer from Baker Hughs and Todd Hoffman from PWC. #astdchapters
8:43:22 pm larrystraining: RT @ErickTaft: Q1) Who is responsible for completing CORE in your chapter? #astdchapters #astdchapters
8:43:30 pm LandDDave: RT @ErickTaft: Q1) Who is responsible for completing CORE in your chapter?#astdchapters #astdchapters
8:43:32 pm ErickTaft: @larrystraining Could you send me their contact info? #astdchapters
8:44:34 pm LandDDave: Q1) We don’t have it documented anywhere, but it seems to be the President’s responsibility. It’s been that way for 4-5 years #astdchapters
8:45:07 pm larrystraining: Q1) At #neokastd the Immediate Past President submits the CORE forms, but it is the board working together to complete it. #astdchapters
8:45:36 pm ErickTaft: Q1) The chapter President & President-Elect – the board provides supporting documentation #astdchapters
8:45:51 pm larrystraining: Sure will! RT @ErickTaft: @larrystraining Could you send me their contact info? #astdchapters
8:46:30 pm ErickTaft: @larrystraining Thank you Larry #astdchapters
8:47:27 pm dbolen: hey all Don Bolen ATL, past president, now on board of directors #astdchapters
8:47:45 pm ErickTaft: @dbolen Evening Don. #astdchapters
8:48:08 pm dbolen: Q1 president-elect in ATL is responsible for compiling and submitting CORE #astdchapters
8:48:16 pm ErickTaft: Kind of related, Q2) How long does it take to complete the CORE report? #astdchapters
8:48:54 pm larrystraining: RT @ErickTaft: Q2) How long does it take to complete the CORE report? #astdchapters
8:50:08 pm ErickTaft: Q2) Completing and submitting the report can be done in under 1/2 hour – getting the supporting documentation takes time. #astdchapters
8:50:42 pm dbolen: Q2 last time I did this it as straight forward, we had the info and it was completing the form, maybe 45 minutes#astdchapters
8:51:09 pm larrystraining: Q2) Each part takes approx. an hour or two, but assigning it to functional members and compiling it speeds the process. #astdchapters
8:52:17 pm LandDDave: Q2) It took me about 3 hours in one sitting to complete the CORE report. #astdchapters
8:52:47 pm LandDDave: Q2) Using the same basic template year-after-year helps. #astdchapters
8:52:51 pm ErickTaft: Q2) It is important to keep good, solid records (board minutes) , financials, membership records. #astdchapters
8:53:06 pm ErickTaft: RT @LandDDave: Q2) Using the same basic template year-after-year helps. #astdchapters <- Yes, it does.
8:53:33 pm dbolen: Q2, must be the PM in me, had it pretty well organized with organized data #astdchapters
8:53:51 pm Charnell_W: RT @ErickTaft: Q2) It is important to keep good, solid records (board minutes) , financials, membership records.#astdchapters
8:54:10 pm LandDDave: Q2) Once we got to 100% CORE, it was simple to look at it as “There’s our template” #astdchapters
8:54:24 pm larrystraining: RT @ErickTaft: Q2) It is important to keep good, solid records (board minutes) , financials, membership records.#astdchapters
8:54:25 pm ErickTaft: Q2) an keep the board members with the data engaged & invovled – makes it much easier. #astdchapters
8:55:15 pm dbolen: RT @LandDDave: Q2) Once we got to 100% CORE, it was simple to look at it as “Theres our template” yes sir!#astdchapters
8:55:24 pm Charnell_W: RT @LandDDave: Q2) Once we got to 100% CORE, it was simple to look at it as “There’s our template” | Good point!#astdchapters
8:55:31 pm ErickTaft: Q3) How can a chapter achieve 100% CORE (Chapter Operating Requirements)? #ASTD #astdchapters
8:55:52 pm ErickTaft: RT @LandDDave: Q2) Once we got to 100% CORE, it was simple to look at it as “There’s our template” #astdchapters
8:56:04 pm larrystraining: Having the template and actually doing the items can be two different things 😉 RT @LandDDave: Q2) “Theres our template” #astdchapters
8:56:51 pm ErickTaft: Q3) or, if not 100%, what are plans to achieve 100%? #astdchapters
8:56:55 pm larrystraining: RT @ErickTaft: Q3) How can a chapter achieve 100% CORE (Chapter Operating Requirements)? #ASTD#astdchapters
8:57:23 pm Charnell_W: Q3) If in doubt whether U can be 100%, reach out to UR NAC or Coach & talk through the elements & what U are doing. #astdchapters
8:57:55 pm ErickTaft: Q3) Easier said than done – use CORE as the basis of the annual operations plan & execute the plan. #astdchapters
8:58:38 pm ErickTaft: RT @Charnell_W: Q3) If in doubt whether U can be 100%, reach out to UR NAC or Coach & talk through the elements & what U are doing. #astdchapters
8:58:43 pm LandDDave: Q3) It starts with looking at why you aren’t at 100% CORE. How controllable is what’s missing? #astdchapters
8:59:48 pm larrystraining: Q3) We have not had board minutes published for over a year and when they canceled ChAMP we lost all our saved documents. #astdchapters
8:59:59 pm ErickTaft: @Charnell_W Good point – if unsure, ask for help – some requirements you only need to hit once during the year to meet. #astdchapters
9:00:45 pm ErickTaft: @LandDDave Just about everything is controllable. #astdchapters
9:01:10 pm LandDDave: @larrystraining All your saved docs are gone? That’s nuts! #astdchapters
9:01:33 pm ErickTaft: @larrystraining Yikes! #astdchapters
9:01:44 pm LandDDave: @ErickTaft Depends on your point of view… I’ve heard lots of complaints about the joint National and CPLP requirements. #astdchapters
9:01:59 pm larrystraining: And frustrating. RT @LandDDave: @larrystraining All your saved docs are gone? Thats nuts! #astdchapters
9:02:18 pm ErickTaft: @LandDDave That one is a little challenging – also some years keep the required min # of members. #astdchapters
9:02:54 pm LandDDave: I’ve got to confess, we use Champ but haven’t set a plan to move to Wild Aprocot yet. What’s the timeframe for sunsetting? #astdchapters
9:03:14 pm ErickTaft: RT @LandDDave: I’ve got to confess, we use Champ but haven’t set a plan to move to Wild Aprocot yet. What’s the timeframe for sunsetting? #astdchapters
9:03:53 pm dbolen: Q3 ChAMP and local member database are a cluster, too &$%# manual #astdchapters
9:04:03 pm ErickTaft: @LandDDave Same here. The timing of the announcement could have been better. #astdchapters
9:04:46 pm larrystraining: Check out this link from @ldowns99: Interested in making the switch from ChAMP 2 Wild Apricot? Visithttp://www.astd.org/champ #astdchapters
9:05:01 pm dbolen: we’re on Wild Apricot in ATL, fabulous platform, will save us mucho $$ #astdchapters
9:05:22 pm ErickTaft: @dbolen We struggled with that all last year too. Don’t now if it was every satisfactorly resolved. #astdchapters
9:05:27 pm ErickTaft: Q4) What are your challenges in preparing report, gathering data? #astdchapters
9:05:55 pm larrystraining: RT @ErickTaft: Q4) What are your challenges in preparing report, gathering data? #astdchapters
9:06:09 pm dbolen: @LandDDave @ErickTaft what’s the CPLP requirement, is it membership # based? #astdchapters
9:06:28 pm ErickTaft: Q4) Besides ChAMP & local data bases. #astdchapters
9:06:44 pm dbolen: @ErickTaft @dbolen yes, don’t want to go there #astdchapters
9:07:06 pm larrystraining: Q4) It needs to be an all year process, not a good report to practice procrastination. #astdchapters
9:07:28 pm dbolen: Q4 it’s reconciling joint members to meet the threshold #astdchapters
9:07:49 pm ErickTaft: Q4) disappearing board members are challenge – good record keeping is critical along with a strong ops plan.#astdchapters
9:07:59 pm ErickTaft: RT @larrystraining: Q4) It needs to be an all year process, not a good report to practice procrastination. #astdchapters
9:08:26 pm LandDDave: RT @dbolen: @LandDDave @ErickTaft whats the CPLP requirement, is it membership # based? < I think is a small % of members #astdchapters
9:09:00 pm dbolen: @ErickTaft LOST? agreed need to be better keeper of records, tough for volunteers #astdchapters
9:09:06 pm LandDDave: Q4) It would be nice if it were more of a team effort than one person’s role. #astdchapters
9:09:10 pm ErickTaft: @dbolen I’m thinking the past two years may have been tough to meet the joint threshold for all. #astdchapters
9:10:30 pm dbolen: @LandDDave Q4 we’ve keep more better records for CORE categories and that’s the responsible VP, so far, it’s worked#astdchapters
9:11:34 pm WaltHansmann: Using ChAMP reconciling joint members was no problem. Despite decrease in members in 2010, joint increased.#astdchapters
9:11:50 pm LandDDave: @dbolen Your current site is done via Wild Apricot? #astdchapters
9:11:56 pm ErickTaft: Q4) helps to assign specific parts of CORE to board members for the year to complete. #astdchapters
9:12:32 pm ErickTaft: @WaltHansmann What tips so you have for other chapters Walt? #astdchapters
9:13:16 pm LandDDave: @WaltHansmann Greeting Walt – Thanks for joining us! #astdchapters
9:13:35 pm WaltHansmann: Start the year with a plan. Follow the plan. Promote Power of 2. #astdchapters
9:13:38 pm larrystraining: Q4) CORE responsibilities should be written into functional job descriptions so they are not forgotten until it is too late. #astdchapters
9:13:39 pm dbolen: @dbolen @LandDDave @ErickTaft what’s puzzling to me is that there’s 1000 CPLP, so divideto get a # of required CPLP?#astdchapters
9:13:51 pm ErickTaft: Q5) What tips can you share in pulling the data together for annual CORE report? #astdchapters
9:14:07 pm WaltHansmann: RT @LandDDave: @WaltHansmann Greeting Walt – Thanks for joining us! #astdchapters Thanks Dave! Just dropped in.
9:14:07 pm dbolen: RT @LandDDave: @dbolen Your current site is done via Wild Apricot? yes implemented Sept 2010 #astdchapters
9:14:34 pm larrystraining: RT @ErickTaft: Q5) What tips can you share in pulling the data together for annual CORE report? #astdchapters
9:14:35 pm ErickTaft: @dbolen Seems off to me. How many chapters are there? #astdchapters
9:15:09 pm dbolen: Q5 build a plan to keep running tally of necessary data #astdchapters
9:15:11 pm ErickTaft: RT @WaltHansmann: Start the year with a plan. Follow the plan. Promote Power of 2. #astdchapters
9:15:24 pm LandDDave: Q5) Don’t wait until January 28th to think about CORE… #astdchapters
9:15:25 pm larrystraining: I would like to change the number of my last post. #astdchapters
9:15:32 pm larrystraining: Q5) CORE responsibilities should be written into functional job descriptions so they are not forgotten until it is too late. #astdchapters
9:16:00 pm WaltHansmann: RT @LandDDave: Q5) Don’t wait until January 28th to think about CORE… #astdchapters AMEN!
9:16:13 pm larrystraining: RT @LandDDave: Q5) Dont wait until January 28th to think about CORE… #astdchapters
9:16:36 pm WaltHansmann: RT @larrystraining: Q5) CORE responsibilities should be written into functional job descriptions #astdchaptersYES and YES
9:16:39 pm ErickTaft: RT @LandDDave: Q5) Don’t wait until January 28th to think about CORE… #astdchapters <- & remind the board all year long
9:16:57 pm LandDDave: Wait… What’s today’s date? 😉 #astdchapters
9:17:24 pm dbolen: @ErickTaft @dbolen 110 ish #astdchapters
9:17:26 pm WaltHansmann: RT @LandDDave: Wait… What’s today’s date? 😉 Plenty of time … only Jan 19th #astdchapters
9:18:28 pm ErickTaft: @dbolen 1000 CPLPs / 110 chapters – I doubt there is an even distribution + some are not local members.#astdchapters
9:18:37 pm WaltHansmann: Anyone offer lower chapter fees to joint members and higher to local only members? #astdchapters
9:19:13 pm dbolen: @ErickTaft @dbolen on the nose and one of the core (pun intended) issues #astdchapters
9:19:35 pm ErickTaft: @WaltHansmann We used to – along with the student, retiree, honoree, & group memberships it got to complicated to administer. #astdchapters
9:20:26 pm Charnell_W: RT @WaltHansmann:Anyone offer lower chapter fees to joint members and higher to local only members? No but promote Power of 2 #astdchapters
9:20:27 pm ErickTaft: @dbolen There is something wrong with the math & the assumption. #astdchapters
9:20:54 pm dbolen: CPLP is a personal decision to be made by an individual, chapters should not be help CORE accountable for x% of CPLP#astdchapters
9:21:02 pm ErickTaft: Q6) What aspect of CORE would you recommend that #ASTD drop or change? #astdchapters
9:21:17 pm WaltHansmann: @ErickTaft: I can imagine. We have just regular and student. Would not mind adding a reduced joint fee.#astdchapters
9:21:26 pm larrystraining: RT @ErickTaft: Q6) What aspect of CORE would you recommend that #ASTD drop or change? #astdchapters
9:21:30 pm ErickTaft: Q6) (wondering if joint membership / CPLP requirements will be mentioned???) #astdchapters
9:22:19 pm LandDDave: @dbolen The same could be said about other CORE aspects – joint membership as an example. #astdchapters
9:22:40 pm ryantracey: RT @LandDDave: Q1) We don’t have it documented anywhere, but it seems to be the President’s responsibility. It’s been that way for 4-5 years #astdchapters
9:22:47 pm WaltHansmann: Q6) For ChAMP chapters, why do we repeat membership info when nat’l already has it all? #astdchapters
9:22:50 pm dbolen: Q6 there must be some assessment of reality, will join membership be attractive to younger members? #astdchapters
9:23:09 pm ErickTaft: @dbolen That encourages chapters to do things like 100% national membership only, CPLP required for board members… #astdchapters
9:23:28 pm LandDDave: Q6) Is dropping CORE in itself a reasonable suggestion? 😉 #astdchapters
9:23:43 pm LandDDave: RT @WaltHansmann: Q6) For ChAMP chapters, why do we repeat membership info when natl already has it all? < AMEN! #astdchapters
9:24:00 pm dbolen: @ErickTaft @dbolen and is that a good thing? #astdchapters
9:24:29 pm LandDDave: Q6) One of the challenges we’ve had with Joint membership is the varying pricing on National Memberships.#astdchapters
9:24:33 pm ErickTaft: @LandDDave CORE helps with basic chapter operations – needs to be kept simple & reasonably obtainable for volunteers. #astdchapters
9:26:04 pm ErickTaft: @dbolen No, it could keep talented individuals off the board. CPLP is personal choice. #astdchapters
9:26:21 pm dbolen: @ErickTaft @LandDDave once “quaint” aspect of CORE is that it’s biased in promoting national vs what might be better for local #astdchapters
9:27:09 pm LandDDave: RT @ErickTaft: CORE helps with basic chapter operations – needs to be kept simple & reasonably obtainable for volunteers. #astdchapters
9:27:12 pm Charnell_W: There’s no CPLP requirement in CORE| RT @dbolen: @LandDDave @ErickTaft what’s the CPLP requirement, is it membership # based? #astdchapters
9:27:24 pm LandDDave: RT @dbolen: @ErickTaft one “quaint” aspect of CORE is that its biased in promoting national vs what might be better for local #astdchapters
9:27:36 pm dbolen: sorry don’t want to beat up on national, there has been tremendous improvement and attention over previous years#astdchapters
9:27:54 pm ErickTaft: @dbolen:@LandDDave Isn’t NORE (National Operating Requirements) supposed to do that? #astdchapters
9:27:55 pm LandDDave: @Charnell_W They dropped it? #astdchapters
9:28:16 pm larrystraining: Q6) I think of CORE similar to ISO cert, or CPLP cert, or (insert name here) cert…there has to be some steps 4 achieving. #astdchapters
9:28:26 pm ErickTaft: @Charnell_W Thank you for clearing that up Charnell. #astdchapters
9:28:41 pm WaltHansmann: If CPLP is not CORE requirement, why include the question? Nat’l does not already know? #astdchapters
9:28:55 pm Charnell_W: I relooked at elements – its not in there. Wasn’t in there in the past. RT @LandDDave: @Charnell_W They dropped it?#astdchapters
9:29:02 pm dbolen: however, there are tremendous challenges for chapters that national may be able to assist with but cannot #astdchapters
9:29:44 pm ErickTaft: I think the CPLP is in the demographic questions… *trying to remember* #astdchapters
9:29:50 pm LandDDave: @Charnell_W Maybe CPLP is one of the requirements that were scaled back due to the economy. #astdchapters
9:30:18 pm ErickTaft: On to the bonus questions… #astdchapters
9:31:14 pm WaltHansmann: CPLP question on page 10 of CORE http://bit.ly/gF1pBH #astdchapters
9:31:25 pm Charnell_W: Don’t know who is chptr mbr| RT @WaltHansmann: If CPLP not CORE req, why include the question? Nat’l does not already know? #astdchapters
9:31:36 pm ErickTaft: CPLP is Certified Professional in Learning & Performance for those following along. More info on http://www.astd.org#astdchapters
9:32:35 pm WaltHansmann: RT @Charnell_W: so other chapters do not tell Natl who are local only? We do. ChAMP #astdchapters
9:32:35 pm ErickTaft: @Charnell_W Would be nice if local & national used same data-base for membership. #astdchapters
9:33:05 pm ErickTaft: Q7) How does the CORE report help your chapter be sound and successful? #astdchapters
9:33:20 pm Charnell_W: Think it was mis-info that spread RT @LandDDave: @Charnell_W mayB CPLP is 1 of the reqs that wr scaled back due 2 the economy. #astdchapters
9:34:02 pm ErickTaft: Q7) used CORE as the backbone of ops plan & strategy planning during time as chapter president. #astdchapters
9:34:12 pm larrystraining: RT @ErickTaft: Q7) How does the CORE report help your chapter be sound and successful? #astdchapters
9:34:31 pm dbolen: CPLP is one of those promoted national programs via CORE, there are Qs about study groups p 9 2010 ASTD CORE Wrkbook #astdchapters
9:34:41 pm WaltHansmann: Q7) CORE is a standard for measurement. Could be considered minimums. #astdchapters
9:34:56 pm Charnell_W: They do, too 2 diff databases of info RT @WaltHansmann: so other chapters do not tell Natl who are local only? We do. ChAMP #astdchapters
9:35:52 pm ErickTaft: RT @WaltHansmann: Q7) CORE is a standard for measurement. Could be considered minimums. #astdchapters
9:35:54 pm WaltHansmann: RT @Charnell_W: Maybe a single database makes more sense? We run everything thru ChAMP #astdchapters
9:36:00 pm Charnell_W: Agree | RT @ErickTaft: @Charnell_W Would be nice if local & national used same data-base for membership.#astdchapters
9:36:06 pm dbolen: Q7 CORE facilitates process and sound practice, that’s a good thing #astdchapters
9:36:18 pm ErickTaft: RT @dbolen: Q7 CORE facilitates process and sound practice, that’s a good thing #astdchapters
9:37:00 pm LandDDave: Q7) CORE definitely answers the question of what is important for chapters with inexpereinced leadership.#astdchapters
9:37:37 pm ErickTaft: Q7) CORE Helps the chapter not re-invent the wheel every year. #astdchapters
9:38:11 pm WaltHansmann: Great point! | RT @ErickTaft: Q7) CORE Helps the chapter not re-invent the wheel every year. #astdchapters
9:38:16 pm ErickTaft: Let’s see how many ways I can miss-type the hashtag #astdchapters
9:38:43 pm dbolen: @Charnell_W @ErickTaft will Wild Apricot platform facilitate? #astdchapters
9:38:48 pm LandDDave: Gotta step out a little early tonight- just heard the “Daddyyyy!” call from my sick daughter upstairs. Have a great night!#astdchapters
9:39:10 pm larrystraining: Erick and Dave, I like your answers as long as it is looked at up front and not as an afterthought because it is due.#astdchapters
9:39:22 pm Charnell_W: Keep in mind demographic & extra ?? help Nat’l & vol committees identify areas whr chapters might use sum help/resources #astdchapters
9:39:25 pm dbolen: @LandDDave g’nt Dave #astdchapters
9:39:26 pm ErickTaft: @LandDDave Good night & thanks for joining in! #astdchapters
9:39:29 pm WaltHansmann: Night Dave | RT @LandDDave: Gotta step out a little early tonight #astdchapters
9:40:30 pm ErickTaft: @larrystraining Not being an afterthought is critical for success with CORE. #astdchapters
9:40:45 pm ErickTaft: Q8) When did your chapter start pulling together the information for the report? #astdchapters
9:41:05 pm Charnell_W: I think so but don’t fully know details. RT @dbolen: @Charnell_W @ErickTaft will Wild Apricot platform facilitate?#astdchapters
9:41:20 pm larrystraining: RT @ErickTaft: Q8) When did your chapter start pulling together the information for the report? #astdchapters
9:41:22 pm WaltHansmann: Q8) Membership info available all year, but not final until after 12/31 #astdchapters
9:41:56 pm ErickTaft: @dbolen @Charnell_W Sounds like I need to learn more about Wild Apricot & advocate for using it? #astdchapters
9:42:42 pm dbolen: Q8 started pulling info in December and then finalized with financial closeout #astdchapters
9:43:28 pm dbolen: @ErickTaft @dbolen @Charnell_W it’s waaaaaaayyyyyy more better than a SharePoint site, been there and I do have the tee shirts #astdchapters
9:43:39 pm WaltHansmann: Q8) Some answers easy … incorporated? Liability? Meetings? etc. #astdchapters
9:43:48 pm ErickTaft: Q8) From experience, need to start pulling together in late November & have it all by Jan 1. #astdchapters
9:44:13 pm ErickTaft: Q8) Also helps with annual report, state of the chapter presentation #astdchapters
9:44:49 pm dbolen: @WaltHansmann so true, common biz practices, ‘tho suspect many chapter don’t have insurance #astdchapters
9:45:38 pm ErickTaft: @WaltHansmann Yes, incorporate in your state, but not nationally so you stay under the national org’s umbrella.#astdchapters
9:46:17 pm WaltHansmann: @dbolen Am sure many chapters have no insurance coverage. Had to fight our way into it. #astdchapters
9:46:40 pm Charnell_W: Good point | RT @ErickTaft: Q8) Also helps with annual report, state of the chapter presentation #astdchapters
9:47:06 pm dbolen: RT @WaltHansmann: @dbolen Am sure many chapters have no insurance coverage. Had to fight our way into it. Same story here #astdchapters
9:47:11 pm WaltHansmann: @ErickTaft Yes, state incorporation as non-profit #astdchapters
9:48:08 pm ErickTaft: @Charnell_W It’s very helpful & makes filling out the CORE submission much easier. #astdchapters
9:48:21 pm ErickTaft: Starting to wind down…. #astdchapters
9:48:26 pm dbolen: O&D + Liability was reinstated in 2008 for ATL, ‘tho we did have not for profit incorporation in GA #astdchapters
9:48:40 pm ErickTaft: Here are some additional resources and links related to tonight’s chat. #astdchapters
9:49:34 pm Charnell_W: Reach out 2 LisaMarie Gardner 4 mo info abt Wild Apricot | RT @ErickTaft: learn more abt Wild Apricot & advocate 4 using it? #astdchapters
9:49:35 pm ErickTaft: The Chapter Collaboration Portal http://bit.ly/9TgCQl and… #astdchapters
9:49:47 pm ErickTaft: the Chapter Leader Homepage http://bit.ly/cWJCv0 have membership resources #astdchapters
9:50:12 pm ErickTaft: And the “SOS: Membership Submissions” has examples of other chapters’ successes. http://bit.ly/arKKYm#astdchapters
9:51:01 pm ErickTaft: Check out http://www.astd.org for more info on #ASTD or to find a local chapter or to read more about CORE.#astdchapters
9:51:09 pm dbolen: @ErickTaft thanks for driving tonight #astdchapters
9:51:18 pm ErickTaft: QWrap 1) Please reintroduce yourself. Chapter? Location? Role? Area of Expertise? #astdchapters
9:51:39 pm ErickTaft: @dbolen You are welcome – thanks for taking the lead on the questions. #astdchapters
9:52:20 pm WaltHansmann: QWrap 1) Northeast Oklahoma membership VP. Tulsa, OK. Designing. CPLP #astdchapters
9:52:37 pm dbolen: Don Bolen, past president Greater Atlanta, PM designer, strategist #astdchapters
9:52:43 pm ErickTaft: QWrap1) Erick Taft, @ASTDNWA (NW Arkansas) Past President (2nd term), #astdchapters chat creator & tonight’s moderator
9:52:54 pm ErickTaft: QWrap 2) Is there anything we can help each other with? #astdchapters
9:53:27 pm ErickTaft: Please send your suggestions for future chats to @ErickTaft @dbolen @TerrenceWing @LandDDave @CindyHugg@kellaprice #astdchapters
9:53:44 pm ErickTaft: Next month’s chat is on Wed 2/19 and the topic is “Showcasing Local Talent.” #astdchapters
9:53:45 pm larrystraining: QWrap1) Larry Straining, CPLP – Northeast Oklahoma #neokastd – Member – Technology #astdchapters
9:53:45 pm dbolen: please spread the word about this chat to other ASTD chapter eladers #astdchapters
9:54:03 pm ErickTaft: Pls invite others next month & tell us if you blog about the conversation. #astdchapters
9:54:07 pm WaltHansmann: QWrap 2) ALWAYS! #astdchapters Would like to compare membership & meeting fee structures #astdchapters
9:54:18 pm ErickTaft: RT @dbolen: please spread the word about this chat to other ASTD chapter eladers #astdchapters
9:54:35 pm ErickTaft: RT @WaltHansmann: QWrap 2) ALWAYS! #astdchapters Would like to compare membership & meeting fee structures#astdchapters
9:54:51 pm larrystraining: QWrap 2) Is anyone else going to be at TechKnowledge in Feb? #astdchapters
9:55:32 pm dbolen: @WaltHansmann we have that info on astdatlanta.org, from there you can connect with Tonnete White, Membership Services #astdchapters
9:55:35 pm WaltHansmann: @LarryStraining is presenting at TechKnowledge! Congrats! #astdchapters #neokastd
9:55:48 pm Charnell_W: The CORE page on astd.org also has good resources: http://bit.ly/esqxst #astdchapters
9:56:01 pm WaltHansmann: @dbolen Thanks! #astdchapters
9:56:03 pm ErickTaft: @Charnell_W We should have a Q&A with Lisa-Marie during a future chat. #astdchapters
9:56:21 pm dbolen: sorry for the dyslexic fingers tonight! #astdchapters
9:56:31 pm ErickTaft: Thank you for joining us and good evening. #astdchapters
9:56:43 pm larrystraining: That would be a great event. RT @ErickTaft: @Charnell_W We should have a Q&A with Lisa-Marie during a future chat. #astdchapters
9:56:47 pm dbolen: @ErickTaft @Charnell_W the chapter coaches should participate IMHO #astdchapters
9:56:47 pm WaltHansmann: Thank you all and good night! #astdchapters
9:57:12 pm dbolen: Thanks all #astdchapters
9:57:32 pm ErickTaft: RT @dbolen: @ErickTaft @Charnell_W the chapter coaches should participate IMHO #astdchapters
9:58:19 pm Charnell_W: gr8 idea! Barb Smith , NAC wld B gd 2 4 WA. RT @ErickTaft: @Charnell_W We shld have a Q&A w/ Lisa-Marie during a future chat. #astdchapters
9:59:05 pm Charnell_W: Good nite all! #astdchapters

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