Creating aSHRM Chapter

Partnership Program

July 16, 2015

Agenda

What is a Partnership Program Benefits to SHRM Members Benefits to Partner Organizations Program Components Program Team Types of Organizations Vendor Directory Thoughts . . .

Creating a Partnership Program

What is a Partnership Program? a carefully designed platform to help your Chapter

grow, both financially and organizationally implements strategies to ensure a positive

Member experience and a fruitful relationship for human resources service providers.

Creating a Partnership Program

Benefits to SHRM Members Education and networking Stay current with trends and market leaders Exposure to, and trust in, Partner firms Partner familiarity breeds organizational credibility Revenue enhancement

Creating a Partnership Program

Benefits to Partner Organizations Brand exposure Better understand HR’s perspectives Support the development of the HR field Opportunity to become a “trusted” partner Exposure to regional/national “thought leaders” Connect with influencers

Creating a Partnership Program

Program Components Chapter Sponsorships Event Sponsorships Advertising and/or Marketing Opportunities Vendor Directory

Creating a Partnership Program

Program Components Chapter Sponsorships• “packaged” programs that are typically labeled

Gold, Silver, Bronze, etc.• usually include discounted pricing for various

benefits• gives the sponsoring organization exposure

throughout the calendar year.

Creating a Partnership Program

Program Components Event Sponsorships• “one-time or limited-time” events like a

Conference, Networking Event or a Strategic Series.• exposure to attendees for a limited time, either

before, during and/or after the event• can help offset the expenses of conducting a

particular event or cover the entire costs of the event.

Creating a Partnership Program

Program Components Advertising and/or Marketing Opportunities• “one-time or limited-time” activities• Examples: newsletter advertising and direct mail.

Creating a Partnership Program

Program Components Vendor Directory• a list of “preferred providers”• usually pay a nominal fee just to be listed

Creating a Partnership Program

Partnership Program Team

PartnershipDirector

SponsorshipChair

FulfillmentChair

VendorDirectory

Chair

Creating a Partnership Program

Partnership Director: Has strategic direction and authority over all

aspects of the Partnership Program Should able to manage a team of folks Preferably have a background in sales Should be a “big picture” thinker.

Creating a Partnership Program

Sponsorship Chair: could also be the Partnership Director should have the same attributes be able to handle all aspects of vendor relations

Creating a Partnership Program

Sponsorship Chair: Responsibilities may include:• Setting expectations before, during and after events• Introducing sponsors at events• Ensuring that vendor “presentations” are appropriate

and succinct• Reviewing advertising/newsletter articles for suitability

with Chapter guidelines• Surveying vendors to ensure expectations were met• Thanking vendors both during and after events

Creating a Partnership Program

Fulfillment Chair Ensures that each Chapter Partner gets everything

they’ve purchased Should be detailed oriented and great at

following-up.

Creating a Partnership Program

Vendor Directory Chair The potential fourth player on the team This person secures vendor companies and

manages and markets the Directory Should work closely with the Partnership Director

to ensure Chapter goals and qualifications (if any) are met.

Creating a Partnership Program

Vendor Directory Challenges:• How do you vet potential vendors?• What kind of liability does the Chapter have by

promoting certain organizations?• Will you limit the number of vendors by

industry? If so, how many?• Some vendor partners may be able to discount

their services. Others may not.

Creating a Partnership Program

Types of Partner Organizations• Payroll companies• Meeting and event

planners• Temporary staffing

firms• Placement

professionals• Relocation companies• Wellness companies• Financial planners• EAP providers• Insurance companies

& TPAs• Benefits

consultants/brokers• Outsourcing firms

• Training providers• University continuing ed.

programs • Hotels/corporate lodging

firms• Retirement plan

consultants• Health and dental care

providers• HR consultants• Employee recognition

companies• Employee credit unions• University career services

offices• Outplacement firms• Background screening firms

Creating a Partnership Program

Final Thoughts Know your Chapter’s demographics! Have a vendor “Code of Conduct.” What are

vendors allowed to do? What can’t they do? Require vendors to also be SHRM members and

affiliate with your Chapter! Let your sponsors introduce themselves

Creating a Partnership Program

Final Thoughts Align Partner core competencies with Chapter

meeting topics. Provide analytics around “click-throughs” and

“open rates” on advertising Partner with business associations and chambers

in your community; business leaders need to understand the importance of HR!

Questions