Annual Member MeetingSeptember 21, 2017

Agenda

Welcome and Introductions

Executive Review

Finance Review

Programming Review

Membership Review

Communications and Marketing Review

Strategic Plan

Closing Remarks

Welcome and IntroductionsCarol Scanga, Chapter President

Executive ReviewCarol Scanga, Chapter President

Highlights from 2017

100% CARE Compliant for 2016

CARE – Chapter Affiliation Requirements

Increased Presence of the Chapter

Partnership with the Pittsburgh Chapter of

the International Coaches Federation (ICF)

Continuation of Mentoring

Members Only Section

Board Meeting Schedule/Location

Board Meeting Minutes

Member Directory

Chapter Documents

Strategic Plan

Annual Report

GET INVOLVED

Chapter Governance

Professional Membership

Student Membership

Programming

Communications

Marketing

Public Relations

Financial ReviewDenise Galloni, VP of Finance

Ursula Lesic, VP of Finance

Financial Summary

Challenges Successes

Changing board member names on Paypal

Realistic expectations on expenses and budget

Inconsistent income stream Expanded outreach

Chapter visibility / reach Enhanced programming

Fewer organizations pay for professional memberships

Increasing ChIP money

Expense History

2013 2014 2015 20162017 – as

of 8/31/17

Banking / Paypal fees 414.30 311.82 133.55 182.81 97.95

VISA 900.00 1706.00 1133.11 0.00 0.00

Admin Support 7,800.00 800.00 0.00 0.00 0.00

Website/Domain name 1,609.00 63.98 960.00 960.00 672.00

Insurance 425.00 425.00 465.00 455.00 500.00

Events 919.99 1,801.76 539.41 1112.19 1,493.00

Other* 619.00 659.78 659.31 702.76 1,539.27

Totals $12,687.29 $5,768.34 $3,890.38 $3,412.76 $4,302.22

*Other – Postal box, Book Club, Marketing, Printing, Phone, Orientation Refreshments, Chapter Leader Conference, Donations (Pittsburgh Literary Council)

Income History

2013 2014 2015 2016* 2017 - YTD

Membership $3,695.00 $4,545.00 $2,590.00 $3,985.00 $2,655.00

Programs/Events $1,525.00 $1,725.00 $870.00 $375.00 $560.00

Other $355.78 $325.25 $174.80 $1,271.27 $834.65

Totals $5,575.78 $6,595.25 $3,634.80 $5,631.27 $4,049.65

Checking Savings

1/1/17 $6,268.27 $35.58

8/31/17 $6,669.30 $35.58

Paypal $1,497.16

Other: Chapter Incentive Program,*SOS ($500)

Financial Goals

▪ Increase membership revenue by 20%

(12 new members )

▪ Addition of $250 in advertising/sponsorship

revenue

▪ Increase ChIP revenue by 10% ($62)

▪ Partner with university for annual audit review

Programming ReviewVince Kwisnek, VP Programming

Programming in 2017Date Program # of Attendees

January 19 Webinar: State of Industry 12

February 21 IQ Escape Simulation 7

March 14Member Orientation and Facilitation Skills Presentation

22

March 30 ATD Pgh. Spring Networking Event 20

April 4 Learn Your Problem-solving Style 11

April 20Learning Leaders Forum: Increasing Learning Effectiveness & Transfer

8

May 23A Good T&D Person Is Worth Their Weight in Gold!

12

June 29Learning Leaders Forum: Resolving Conflict Without Blame

12

July 13 ATD Pgh. Summer in the City Networking Event 8

August 15 Summer 2017 Member Orientation 11

August 24Learning Leaders Forum: Establishing a Customized Professional Dev. Training Model

16

Upcoming Programming in 2017Date Program

October 5 Developing a Culture in the Workplace

October 26Learning Leaders Forum: Wellness in the Workplace: Mind/Body/Spirit

November Training Development Software Workshop

December ATD Pittsburgh Holiday Party

December Virtual Member Orientation (Teleconference)

Giving Back – 2017

2018 Plans for Programming

• Chapter Meeting

• Networking Events

• Holiday Party

• Learning Leaders Forums

• Member Orientations

• Corporate Presentations

• Webinars

2018 Calendar – In Progress!January

– Webinar: ATD Industry Update

February

– Event: IQ Escape Simulation – IQ

Escape, McKnight Road

March

21 – Cafeteria Learning Model

?? – Member Orientation

?? – Networking Event – PNC Park

April

– Dale Carnegie Presentation

– Learning Leaders Forum: TBD

May

– Blackhawk Leadership

Development Presentation

June

– Learning Leaders Forum: TBD

– Member Orientation

July

– Networking Event – Gandy Dancer

August

– Learning Leaders Forum: TBD

September

– Annual Chapter Meeting

– Member Orientation

October November

– Member Orientation

December

– Holiday Celebration

Special Note: International

Conference and EXPO

• Largest event for talent

development professionals

• Over 10,000 Participants

• May 6-9, 2018

• San Diego, CA

• Group discount available if 5 or more

people register

CH3019

Membership ReviewLaurel J. Shaw, VP Membership

Total Membership

75 Members

62 General Active Members

3 Students Members

Power Membership

What is Power Membership?

Belong to ATD as well as the Pittsburgh

Chapter – enjoy benefits of both organizations

www.tdpittsburgh.org/power

46% of Pittsburgh Chapter Members are

Power Members

Membership Benefits

ATD National Benefits

Conferences

Certification Training

Webinars

Publications (Free and Discounted)

Membership Benefits

ATD Pittsburgh Chapter Benefits

Networking in your own Backyard

Various Educational Programs

Discounted Membership for ATD National

when you are a local Chapter Member

National Dues reduced from $249 to $199

Mentoring Program

Coordinators:

Rebekah Coley & Kristina Kramer

3 Mentoring “Couples” this session

Goals:

Provide Career Guidance

Move Members Toward Completing Objectives

Questions: membership.atdpgh@gmail.com

Communications & MarketingJoe Crecco, VP Communications &

Marketing

Internet Site

Continued emphasis on front page

updates

Streamlined process for event creation

and updates

Improved email announcement formatting

Creation of Power Membership page with

testimonials

Over 450 followers over our 4 social media

outlets

Facebook (85)

LinkedIn (219)

Twitter (156)

Instagram (13)

UP 8 % FROM 2016

Social Media

@atdpittsburgh

atdpittsburgh

ATD Pittsburgh Chapter

ATD Pittsburgh

Increasing our Reach

What’s next?

More Sharing. Chapter will start to share

recaps from Monthly board meetings on

Social Media.

Board Member take over of Social Media

Account for the day.

Strategic Plan UpdatePaul Dickerson, VP Project Management

Strategic Plan

Created at the beginning of each year

Designed to set and track objectives of the

organization

Identifies strengths and improvement

opportunities for the organization

Broken out by each major functional area

Improvements vs. Plan

Social Media – up 8% from last year; 4th

social media outlet added

Membership – 26% increase in active

members; 31 members attended

onboarding process; all new members

contacted by Membership VP

Finance – Income exceeded plan by

approx. 20%;Expenses approx. 33% of plan

Improvements vs. Plan

Programming – Average attendance up

89.5% (plan was10%); Repeat program

attendance was at 46% (plan was 10%)

Finance – Income exceeded plan by

approx. 20%;Expenses approx. 33% of

plan

Improvement Opportunities

Improved website analytics, especially membership analytics. Need more ability to track and report. Investigating Google Analytics

Programming hit multiple goals but needs to increase average attendance to meet plan

Financial reserves need to increase to meet plan

Thank You to our

Board of DirectorsCarol Scanga, Chapter President

Questions??

Thank You to our

Pittsburgh Chapter

Members!