CHAPTER MANAGEMENT TOOLKIT
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Compressed File (.ZIP)
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| GENERAL/ADMINISTRATIVE | |||
| 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 | |||
| 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 | |||
| 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 | How to Join Officers List-Serv | |
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| 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 | |||
| 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 | |||
| 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 | |||
| 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 | |||
| 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 | |||
| 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 | |||
| 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 | |||
| 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