CHAPTER MANAGEMENT TOOLKIT


This document provides some of the basic templates that are available from APICS Society or have been generated from individual chapters that can be used to help manage your chapter.

Each section will have multiple examples that can be modified to fit your chapter's needs. The "LINK" will connect you to the appropriate document. The graphic shows which program will be needed ot open each file:

Word       Excel       PowerPoint       Internet Explorer       Adobe Acrobat       E-Mail       Compressed File (.ZIP)

[General]  [CMS/C-BAR]  [President]  [Programs]  [Education]  [Marketing]  [Membership]  [Finance]  [Job Description]  [Web Site]
Submit changes, corrections and updates to:
TARGET
TYPE
DESCRIPTION
LINK
    GENERAL/ADMINISTRATIVE
TOP
All WEB LINK APICS Society Home Page
All WEB LINK APICS Society Leadership Central (Must be logged on)
All WEB LINK APICS Region 4 Web Site
All Tutorial How "My Chapter" works
All Instruction Guidelines For Literature and Brochures
All Sample Sample Region/Chapter Letterhead
President WEB LINK Toolkit Link (on line version)
Marketing WEB LINK Chapter Marketing Tool Kit Link (Must be logged on)
       
    CMS and C-BAR
TOP
All Documentation C-BAR Manual
All Worksheet C-BAR Blank Template
President Sample Sample Assertion Letter
President Sample Sample Strategic Plan (Mid Florida)
President Sample Sample Strategic Plan (Atlanta)
President Sample Sample Strategic Plan (FLWC)
President Sample Sample Strategic Plan (Phoenix)
President Sample Strategic Plan Metrics Template (FLWC)
President Template Sample Board Meeting Agenda
Secretary Template Sample Board Meeting Action Items List
President Information Chapter Minimum Standards Timeline
President Information C-BAR Timeline
All WEB LINK Chapter Management Materials (Must be logged on)
       
    PRESIDENT
TOP
President Sample Board Year Task Checklist (FLWC)
President WEB LINK Board Task Calendar (FLWC)
President Sample Update Your Board in MyChapter
President Sample Chapter Dues Change Form
President E-mail How to Join Officers List-Serv
President/Secretary Information Chapter Officers Installation
President/Finance Sample Sample Articles of Incorporation
President Sample Sample By Laws (Phoenix)
President Sample How to Create Policies and Procedures (Phoenix)
President Sample Sample Forms Management Policy (Phoenix)
President Sample Sample Administration Policy (Phoenix)
       
    PROGRAMS and PROFESSIONAL DEVELOPMENT MEETINGS
TOP
Programs Sample Sample PDM Agenda (FLWC)
Programs Sample Sample Evaluation (FLWC)
Programs Sample Sample Evaluation Summary (FLWC)
Programs Sample Sample PDM Receipts (FLWC)
All Chart Attendance Comparison Chart
       
    EDUCATION
TOP
p
Education/Membership Instruction Certification Maintenance Program
Education/Marketing Brochure CPIM and CIRM Brochure
Education Sample Sample Education Goals Spreadsheet (Atlanta)
Education Sample Sample Course Evaluation (FLGC)
Education WEB LINK Link to Society Education Page
Education WEB LINK Link to E & R Foundation
       
    MARKETING
TOP
Marketing Sample Marketing Plan Sample (Atlanta)
Marketing Instruction Guidelines For Literature and Brochures
Marketing Instruction APICS Style Manual
Marketing Sample Chapter Advertising Policy (Phoenix)
Marketing Samples APICS Logo Examples (Compressed File)
Marketing Instruction APICS 50th Anniversary Use Guidelines
Marketing Sample APICS 50th Anniversary Logos (Compressed File)
Marketing/Education Brochure CPIM and CIRM Brochure
Marketing WEB LINK Chapter Marketing Tool Kit Link (Must be logged on)
       
    MEMBERSHIP
TOP
Membership Sample New Member Welcome (Central Fla)
Membership/Education Sample Certification Maintenance Program
Membership Instruction Member Information Update Tutorial (FLWC)
Membership Sample Chapter Membership Survey (SOAL)
Membership Sample Sample Membership Goals (Atlanta)
Membership Sample Sample Membership Metrics (NEAL)
Membership Form Acedemic Membership Application
Membership Brochure Group Membership Brochure
Membership Form Group Membership Application
Membership Brochure Professional Membership Brochure
Membership Form Professional Membership Application
Membership Form Student Chapter Application
Membership Form Military Benefit Extension
Membership Form Unemployed Member Extension Form
Membership Form Suspended Member Letter
Membership Form Suspended Member Listing Application
Membership Form Customized Electronic Mailing List Request Form
       
    FINANCE
TOP
Finance Form Expense Reimbursement
Finance Information General Liability Insurance Information
Finance Information General Liability Summary of Coverage
Finance Form General Liability Coverage Enrollment(2007)
Finance Sample Sample Travel Policy
Finance Instruction Form 990-ez Instructions (2006)
Finance Form Form 990-ez Form
Finance Sample Actual vs. Budget Sample #1 (Atlanta)
Finance Sample Actual vs. Budget Sample #2
Finance Sample Actual vs. Budget Sample #3 (FL Gulf Coast)
Finance Sample Sample Financial Audit Criteria (Region 2)
       
    JOB DESCRIPTIONS
TOP
President Sample Sample Job Description (FLWC)
Executive
Vice President
Sample Sample Job Description (FLWC)
Secretary Sample Sample Job Description (FLWC)
VP of Finance Sample Sample Job Description (FLWC)
VP of Education Sample Sample Job Description (FLWC)
VP of Membership Sample Sample Job Description (FLWC)
VP of Marketing Sample Sample Job Description (FLWC)
VP of Programs Sample Sample Job Description (FLWC)
Webmaster Sample Sample Job Description (FLWC)
All Sample Sample Job Descriptions (DC Metro)
       
    WEB SITE
TOP
Web Master Zip File Complete Web Site Download File with samples
Web Master Instructions Web Site Sample User Instructions for sample files
Web Master Sample Web Site Sample main page
Web Master Guidelines Web Color Palatte


copyright ©2007 APICS