table test

Attend AREA call for your region

Quarter When What Notes
Q1 July Closing up renewals Reaching out to members who have not yet renewed – late fee comes into place
July Membership JOJA – bring in new class of members (check for possible Global/Regional Incentives)
Chapter Retreat Planning begins for chapter retreat
Budget Finalizing budget for the year
Strategy Summits Hosting strategy summit if that has not yet taken place/ refunds for summtis
Presidents Calls Attending Area call for your region
RLA Promoting Regional Leadership Academy to member leaders of your chapter
PEAK Starting off the year strong with assigning PEAK checks to individual board members to take on
Samepage Making sure each of your board members is on samepage (Forum page, SAP papge, etc); samepage trainings
Bylaws Review bylaws at board meeting & purpose/vote on any changes
Board Calls Make sure each board member has their regional calls on the calendar for the year
August Goals Review Working with your Area Director to make sure you are on track with your goals for the year; Work with your board members to ensure they are on track with chapter priorities
Presidents Call Attend Area call for your region
Regional Events Final promotion of regional events – make sure new members are aware of their available voucher
Moderator/Trifecta Summit Promote the moderator to all members of your chapter!
Presidents’ Meeting Register for Presidents Meeting, bookng flights and hotel based on travel directives
Bylaws Ensure all bylaws are updated and posted on Eonetwork
September Regional Events Attend! Be visible to your chapter members – host a MyEO dinner
Forum Trainings Schedule upcoming forum trainings for JOJA intake month
Presidents Calls Attend AREA call for your region
Chair Calls Confirm chair call attendance for board positions
PEAK EO-led strategic planning session with MAP
Chapter has bylaws on record and is compliant with EO policy
Current fiscal year budget on file
100% forums have constitutions
Family event posted with member registration on Eonetwork
PoL POL applications open up! 1st (first round): regional chairs & global board
Q2 October PoL Start discussions on POL
October Membership Bring in new class of members during JOJA – October (check for possible Global/Regional Incentives)
Holiday Party Finalize details for holiday party
Chapter Staff Send Staff to Regional Training/Retreat
Presidents Call
Strategy Summit Plan date/submit contract for mid-year summit; track progress towards annual priorities
November Presidents’ Meeting Book hotel/travel for Presidents’ Meeting
Presidents Call Attend AREA call for your region
PEAK Forum moderators are moderator trained
Chapter has identified MyEO Champion and updated in chapter profile on Eonetwork
Mentorship Summit Send mentors to attend regional mentorship summit
Moderator Summit Send moderators to attend regional moderator training/summit
Global University Promote as needed
December PoL Continue to finalize board postions for next fiscal year
Mentor President-Elect; invite Elect into any imperative conversation worthwhile to promote the continuity of the chapter
Recommend exemplary board members for regional/global PoL positions
Presidents Call Attend AREA call for your region
Strategy Summit Participate in mid-year MAP check call with AD/Staff
Check in with board on MAP priorities
Global University Promote as needed
Board Calls Confirm chair call attendance for board positions
PEAK Monitor mid-year status with regards to PEAK
Holidays Headquarter offices closed at the end of the month. Ensure all membership applications are approved before offices are closed.
Q3 January PEAK Attend Presidents’ Meeting with President-Elect
PoL Applications for PoL close
President-Elect finalizes board for following year
Review MAP
Pre-call for Mid-Year Summit
Host Mid-Year Summit
President-Elect reach out to regional staff and strategy summit team for facilitator recommendations for strategy summit
GLC Registration and hotel booking opens
Chapter Staff to book hotel rooms
Board members register for GLC (Must have roles: Membership, Learning, Forum, Integration, Strategic Alliance, President)
Book board dinner or sister chapter event at GLC
Renewals President/President-Elect visit forums to talk about renewals/plans for the following year
Determine who is at risk of not-renewing
Develop renewals strategy/assign renewals tasks to board members
Send initial requalification email to chapter with requalification form
Global University Promote as needed
Presidents Call Attend AREA call for your region
Membership JOJA – bring in new class of members (check for possible Global/Regional Incentives)
Board Calls Confirm chair call attendance for board positions
New Member Vouchers Remind qualifying new members to use their new member vouchers
February Chapter Board Current board votes to approve next year’s board
Incoming president & board reviews chapter bylaws
Incoming president reviews chapter budget
Current board chairs meet with incoming board chairs to discuss transitions
Requalifications Chapter staff tracks requalifications
Start collecting revenue verification or business sold forms
Regular communications sent out regarding requalifications
PEAK Directors & Officers insurance in place
Both the Chapter President and President-Elect attend the annual Presidents’ Meeting
Core officers filled (Pres., Mem., Learn., Finace, Forum, Comm. Integ.)
No officer in same role for more than two consecutive years
Presidents Call Attend AREA call for your region
Chair Calls Confirm chair call attendance for board positions
March Chapter Board Incoming board ensures they are registered to attend GLC & travel is booked
Ensure Chapter Staff enters all incoming board chairs into Eonetwork
Renewals Start tracking members on Auto Renew
Continue collection of business sold and revenue verification forms
Continue to monitor members at risk of not renewing
Strategy summits Review list of facilitators and book annual Strategy Summit to take place post-GLC
GLC Ensure all board members are registered for the correct GLC track
Board members to review their respective chapter officer guides
Board members to formulate their goals for the year prior to arriving at GLC
PEAK Chapter scores at least 6.0 (out of 10) on overall value, as measured by official EO Global survey
Have a mentorship program
Host GSEA competition
Presidents Call Attend AREA call for your region
Chair Calls Confirm chair call attendance for board positions
Q4 April Renewals Send regular renewals communications
Continue to monitor members at risk of not renewing
Encourage members to update their credit cards and change their status to “auto-renew”
Board votes to approve chapter dues and initiation fees for next year
Notify regional staff of any members who have sold their business who would like to qualify for membership under the “sold business” membership category
GLC Travel to GLC
Ensure incoming President meets with each chair role post-GLC
Review follow up email from GLC and make sure chairs review information pertinent to their role
Strategy Summits Pre-summit calls scheduled
Chapter Staff to lock in strategy summit logistics
Membership JOJA – bring in new class of members (check for possible Global/Regional Incentives)
Presidents Call Attend AREA call for your region
Chair Calls Confirm chair call attendance for board positions
May Chapter Board Incoming board members start attending chair calls
Ensure chapter chairs will meet all annual metrics/priorities as defined at the beginning of the year
Renewals Notify members of important renewal dates and late fees
Communicate any changes to dues amounts
Send list of members who are not renewing to regional staff
Chapter staff continues to collect requalification forms
Notfy regional staff of any members who have sold their business who would like to qualify for membership under the “sold business” membership category
Encourage members to update their credit card information on eonetwork.org
PEAK President to attend GLC or Presidents’ Meeting in the immediate year preceding their term
Number of chapter member leaders in attendance at GLC
Total Sponsorship amounts to $400 cash per member per year
Regional Events Send reminder email about new member event vouchers to members who haven’t used their new member event voucher
Send communications promoting fall regional event
Strategy Summit Host Strategy Summit
Presidents Call Attend AREA call for your region
Chair Calls Confirm chair call attendance for board positions
Renewals Encourage members to update their credit card information on eonetwork.org
Final push for renewals
Follow up with non-renewing members to conduct an exit survey/interview
PEAK Overall chapter renewal rate
Chapter staff attend EO training
Percent of members Forum trained
Chapter submits at least two applications for EO Global awards
Minimum new member growth
Strategy Summit Host Strategy Summit
Chapter Board Host annual all-member meeting
Last check-in with board to hit all chapter priorities for the year
Budget Gather chair asks for budget requests
Presidents Call Attend AREA call for your region
Chair Calls Confirm chair call attendance for board positions