Welcome to your Chapter Leader Toolkits! These toolkits contain a wealth of resources, tools and guidance to help chapter officers implement new programs aimed at stronger member engagement. They will help you with recruitment, programming, effectively managing your chapter’s finances and will streamline processes to minimize the effort it takes to get things done. These templates and worksheets will continue to evolve and improve as we receive feedback.
Chapter Specialist Support Teams
Chapter Specialist Support Teams have been created to provide direct support in key areas, providing solutions and sharing resources as needed. These teams will support:
Marketing and Communications
Technology
Programming
Education and Certification
Membership
Chapter Leadership: The Responsibilities and Dynamics of Serving as an Officer
Financial Development
Does your chapter need help in a particular area of support? Please submit you request here.
Click here to view the
Chapter Management Handbook
Please click on the ˇ to expand the menu associated with each of the topics listed below.
Management and Governance Webinar: Chapter Operating Procedures Word Document: Recommended-Chapter-Operating-Procedures_2023-10 Certificate-of-Appreciation-for-Chapter-Leader Chapter Officer Installations Sample-Board-Meeting-Consent-Agenda Elections and Voting Procedures Descriptions of Officer Responsibilities and Supporting Documents Responsibilities Serving as Dean Membership Recruitment and Engagement AGO Chapter Flyer**Please download and save, in order to insert your chapter information. Download the digital new membership brochure here: AGO Membership Brochure. Renewing Members
Programming Programming Ideas for the Upcoming Year Handout Finance Handout: Key Responsibilities Serving as Treasurer Technology
Communications Chapter Branding: Pop-banners and Name Badges Using Social Media for Your Chapter Handout Responsibilities of the Newsletter Editor Social Media Resources How to Use Facebook Stories How to Target Audiences in Facebook
PDF: Recommended-Chapter-Operating-Procedures_2023-10
Chapter Liability Insurance Information
Chapter Leader IRS Filing Resources
1099 MISC Reporting
Chapter Elections-March to June
Chapter Election_What-To-Do-When
Election Balloting
Responsibilities of Serving as Sub-Dean
Responsibilities of the Registrar or Membership Coordinator
Duties of the Chapter Education Coordinator
Responsibilities of the Treasurer
Building-a-Leadership-Pipeline
Sample Board Meeting Consent Agenda
Certificate of Appreciation
Strategic Plan Template
New Member Welcome Email_Letter
Sample script_new member welcome phone call
Sample script to recognize new members at a chapter program
Creating-a-Chapter-Ambassador-Program
Follow up Email to Prospective Member
Sample Letter to Clergy
To request hard copies, please contact Elizabeth George, 212-870-2310. Email
AGO Chapter Logos: Please contact J.W. Arnold, jwarnold@agohq.org
Program Budget Worksheet
Program Evaluation Survey
ZOOM CHECK LIST
Handout of Budget Financial Statement Examples
Banking Issues for Chapters Handout
Handout
Please contact J.W. Arnold, jwarnold@agohq.org to select the design of a pop-up display and a template for name badges to use at your programs and events.
The Power of Publicity Handout
Chapter Newsletters – What to Include
Requesting AGO Mail Lists
How to Use Instagram Stories
How to Use Facebook Live
How to Use Instagram Live
How to link an Instagram Account to a Facebook Page
How to Boost a Post on Facebook?
How to Create a Business Facebook Page
Core Audiences
Custom Audiences
Lookalike Audiences
How to Place Facebook Pixels
How to Run Ads in Facebook’s Ads Manager
