ICPI Chapter Needs Assessment Survey
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1 ICPI Chapter Needs Assessment Survey Please take your time to complete the Chapter Needs Assessment Survey. The purpose of this survey is to evaluate current chapter operations, needs and gaps and evaluate chapter performance. The information provided in this survey will help the ICPI Chapter Subcommittee establish and maintain metrics for chapter success, set a clear set of standards for chapter operations, design tools to help chapters promote and support the industry, align with ICPI, and deliver a consistent set of benefits to members. The survey is broken down in six key areas: administration/governance, financial, membership, education, communication/marketing/advocacy and other. Please fax to (703) or mhoydilla@icpi.org Chapter Name: Date: Contact Information (for membership inquiries, local/regional assistance, etc.): Chapter Contact Name: Chapter Mailing Address: Chapter Phone: Website: Part 1: Administration/Governance The chapter s mission, vision and bylaws align those of ICPI. The chapter Board annually reviews the bylaws and makes changes as appropriate. The chapter Board ensures that all chapter operations reflect the processes documented in the bylaws. The chapter adheres to the terms of the Chapter Charter agreement. The chapter Board ensures that all communication conform to ICPI s logo guidelines. The chapter maintains written position descriptions for elected chapter board members. The chapter members participate in the nominations and election of the chapter board. The chapter follows procedures on election of chapter officers as outlined in the bylaws. The chapter uses a nominating committee to identify and recruit volunteer leaders. The chapter submits a current Board roster with term expiration dates as changes occur. The chapter creates an annual operational plan that is aligned with chapter s
2 mission/vision and includes but is not limited to annual goals, communication/marketing strategy, recruitment/retention strategy, succession planning strategy. The chapter maintains a current roster of its membership. The chapter Board meets at least 4 times per year. The chapter follows anti-trust compliance policies. The chapter keeps minutes of Board meetings, committee meetings and membership meetings. The chapter Board maintains general liability insurance. The chapter Board maintains directors and officers insurance. The chapter is incorporated and maintains annual state incorporation reporting requirements. The chapter leaders participate in leadership development opportunities. The chapter Board regularly communicates with Board members from other chapters. Part 2: Financial The chapter has obtained and maintains a 501(c)(6) tax exempt classification. The chapter has obtained a unique Federal Identification Number. The chapter has completed Federal Form 990 by the fifth month of the close of the fiscal year. The chapter Board develops and approves an annual operating budget and reviews periodically. The chapter prepares regular financial statements. The chapter Board ensures that an annual internal or external financial review is completed by an individual or group not directly responsible for management of the chapter s finances. The chapter implements at least one fundraising event per year. The chapter has developed non-dues revenue programs to generate income for the chapter. Part 3: Membership The chapter Board assesses it members needs and satisfaction levels annually. The chapter achieves/maintains minimum membership levels according to ICPI policies. The chapter develops and annual membership recruitment and retention plan. The chapter conducts an annual membership drive. The chapter has a plan in place to welcome/orient new members. The chapter holds a program on the value of membership. The chapter holds at least one member networking event per year. How many chapter members does your chapter have? Did your membership increase, decrease or stay the same since last year? What services (other than education programs and events) do you offer your chapter members?
3 _ Part 4: Education/Programs/Events The chapter provides at least 4 education programs per year for its members. The chapter evaluates member needs for education programs annually. The chapter holds ICPI Certification/Certificate programs. The chapter holds an awards program for its members. The chapter holds an annual golf tournament. The chapter reaches out to design professionals, universities and/or municipalities to offer training opportunities. The chapter holds joint programs with other industry organizations such as ASLA, AIA, PLANET, HBA, etc. The chapter maintains an annual event/education program calendar. Please list the programs/events you provided to your members this fiscal year (July 1 June 30: Program Title/Speaker Date # attended (if applicable) What is the approximate cost your chapter spends to put on a typical program? $ What is the approximate cost for attendees to attend a typical chapter program? $ When are the majority of your regular programs held? Morning Lunchtime Afternoon Evening How often does your chapter hold programs? Monthly Bi-monthly Quarterly Sporadically Other Part 5: Communication/Marketing/Advocacy/Outreach The chapter maintains a current website with up-to-date information. The chapter disseminates a communication piece (newsletter, , etc.) to members on a regular basis and includes chapter and national programs and activities. The chapter advertises in local newspapers/magazines/media. The chapter liaisons with other local associations/communities. The chapter conducts speaking engagements and local trade schools and universities. The chapter promotes its programs and services to members and non-members. The chapter utilizes social media tools (i.e. Facebook, LinkedIn, Twitter). The chapter monitors state and regional issues affecting the industry and keeps members
4 informed. The chapter participates in community service events. Part 6: Other 1. How would you define a successful chapter? 2. In what ways could general communication between ICPI and Chapters be improved? 3. In what ways could Chapter Leaders be better supported? 4. What are your chapter s strengths? 5. What are your chapter s weaknesses and challenges? 6. What other benefits (that you are not currently providing) would your chapter be interested in providing to its members? 7. What education and training topic areas would benefit your chapter? 8. How could ICPI support local advocacy efforts? 9. How can membership recruitment and retention be improved? 10. List any ideas/actions the Chapter Subcommittee should take to help chapters.
5 11. List the top five needed resources for chapters. 12. Please offer any additional comments below. Thank you for completing the survey! Please fax to (703) or
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