Session 2A - Chapter Management Best Practices

Chapter Management Onboarding New Members & Officers

AGENDA

Chapter Membership

• Recruiting & Onboarding

Chapter Leadership

• Chapter Sustainability, Transition

Plans & Onboarding

Chapter Leadership

• Sustainability, Transition Plans &

Onboarding

MISSION Engineers Without Borders USA builds a better

world through engineering projects that

empower communities to meet their basic

human needs and equip leaders to solve the

world’s most pressing challenges. VISION EWB-USA’s vision is a world in which every

community has the capacity to sustainably meet

their basic human needs.

ABOUT EWB-USA MISSION & VISION

2002 Year that EWB-USA was founded

San Pablo, Belize Location of the first EWB-USA project

2.5 million Lives impacted since 2002

Photo: EWB-USA Montana State University Chapter

CHAPTER MEMBERSHIP

CHAPTER MEMBERSHIP Strategies for Chapter Sustainability

• Recruitment

• Lunch & Learn

• Bring-a-Buddy

• Exciting Speakers

• Chapter Position

• Follow-Up

• 24-hour rule

• Buddy System

• Homework

• Communication

• Regular Meetings

• Advertise Meetings

• Meeting Minutes

ONBOARDING NEW MEMBERS

Photo: EWB-USA Greater Austin Professional Chapter

Chapter Membership Onboarding New Members

What does onboarding mean to you?

What does a successful onboarding look like?

Chapter Membership Onboarding Events

• Boot Camp

• Speed Dating

• Others?

Chapter Membership Onboarding Resources

• New Member Overview

• Member Code of Conduct

• New Member Introduction

Presentation

• Understanding EWB-USA's

Community-Driven Development

Approach

• EWB-USA’s Approach to

Sustainability

• Website Review

Chapter Membership Onboarding – When & How

• Early On

• Group onboarding in high-

recruiting times

• Beginning of School Year

• Individual onboarding

throughout year

• Goals:

• Feel like they’re part of the

chapter

• Understand the mission,

vision, and goals of EWB-

USA

Photo: EWB-USA Montana State University Chapter

CHAPTER LEADERSHIP

CHAPTER LEADERSHIP Strategies for Chapter Sustainability

• Responsible for ensuring

compliance with policies and

procedures

• Main point of contact

• Keep officer information up

to date

• Keep good records

• Centralized Storage

• Minutes, Reports, Event

documents, Contact Info

• Be an effective leader

• Successful Meetings

• Acknowledge Members

Photo: EWB-USA Columbia University Chapter

ONBOARDING NEW OFFICERS

Chapter Leadership Onboarding New Officers

What do you think are the main reasons people hesitate to step up to leadership positions?

What does a successful onboarding look like?

Chapter Leadership Transition Plan

• Reduce the “learning curve”

• 2 prong

• Goodbye to Old Officers

• Hello to New Officers

• Handing over of officer

binders/google drives/email

addresses

• Incorporate into election –

terms, positions, etc.

Chapter Leadership Onboarding Events

• Regional & National

Conferences

• Professional Workshop

• Leadership Retreat

• Others?

Chapter Leadership Onboarding Resources

• EWB-USA Strategic Plan

• New Officer Orientation

• Chapter Resource Guide

• Chapter Operating Procedures

• Treasurer Webinar

• Chapter Finance Policy

• myEWB-USA

Chapter Leadership Connecting with EWB-USA

• Help Center

• State Representatives

• Find yours on the Regional Steering

Committee page

• HQ Staff • Starting a new chapter, support and resources for

chapter leaders and faculty advisors, onboarding

chapter leaders, and fundraising resources:

chapters@ewb-usa.org

• Signing up as a member and member support services:

member@ewb-usa.org

• Event planning, presenting at one of our conferences or

involvement with an EWB-USA event: events@ewb-

usa.org

• For all general questions or questions that might not fit

in the above categories: info@ewb-usa.org

Chapter Leadership Onboarding – When & How

• Transition plan is incorporated into

chapter operations

• Before officers take office

• Formal or Informal onboarding

• Goals:

• Feel confident in their roles

and know the expectations

• Know what resources are

available and how to find them

• Can speak to the EWB-USA

mission and development

model

Chapter Leadership Help Center: http://help.ewb-usa.org

Discussion Questions

As a chapter officer, what do you think is the most important thing to pass on to your successor?

As a new member, what do you wish you would

have known or understood earlier?

Do any of you have additional resources on these topics that you’d be willing to share with us?

GET IN TOUCH MAKE A DIFFERENCE

Engineers Without Borders USA 1031 33rd Street, Suite 210

Denver, CO 80205

303-772-2723 www.ewb-usa.org info@ewb-usa.org

facebook.com/ewbusa @EWBUSA

youtube.com/ewbusa

Photo: EWB-USA University of Colorado Boulder Chapter