PRE-FORUM QUESTIONNAIRE

ONLY ONE PER CHAPTER, PLEASE!

Chapter: ______

SECTION 1 – MEMBERSHIP STATISTICS

As of April 30, 2017 / Firms / Reps
1. Number of member firms:
2. Number of first Representatives:
3. Number of additional Representatives:
4. Number of Sustaining/Life/ Honorary members
TOTAL(S)

5. Number of member firms with 3 Representatives:

6. What percentage of your total membership has more than one Representative?

SECTION 2 – CHAPTER DUES INFORMATION

Please add your Chapter dues information to the following table:

CHAPTER MEMBERSHIP DUES
Chapter Admission Fee (one-time charge)
Member Firm/1stRepresentative Dues
2nd Representative Dues
3rd Representative Dues
Chapter B/C/DP Assessment (if any)

SECTION 3 – CHAPTER MEETINGS & PROGRAMS

  1. What is your monthly membership meeting format? Lunch ____Dinner ____ Both ____
  1. Does one format seem to work better than the other? If yes, which one and why?
  1. What day of the month is your Chapter membership meeting (i.e. 1st Thursday of each month)?
  1. What is your typical budget for program speakers during the year?
  1. What is the typical monthly meal charge to representatives for membership meetings?______Please share two program success stories that you have had this year.

SECTION 4 – BOARD MEETINGS/CHAPTER COMMITTEES

1. Is your Chapter Board installationbefore or after LCAM?

2.Do you conduct a Chapter Board Retreat? If so, when, and what is the format/agenda for the retreat (i.e. venue; overnight retreat; do you include incoming and outgoing boards?)

3.When are Chapter Board Meetings held?Morning ____ Noon ____ Evening ____

Same day asChapter Meeting ____ One week after Chapter Meeting ____ Other ____

4. How many past Presidents serve as advisors on your Advisory Committee?

a) If more than one, do they all attend monthly Board meetings?

b) What is the “term” of your advisor(s)? (i.e. one year or longer?)

SECTION 5 – NOMINATING COMMITTEE PROCESS

  1. Does your Chapter have a process to inform, educate, and encourage qualified and eligible EWI representatives to seek a Chapter Board position? (i.e. membership meeting “program” that addresses the responsibilities, value and challenges of leadership roles at the Chapter Board level). Whatever your process, please share brief details.
  1. Other than straw ballot feedback, does your Chapter nominating committee use any other research materials in determining their recommendations for a slate of officers? (i.e. surveys, recommendations, etc.)

SECTION 6 – BUSINESS/CAREER/DEVELOPMENT PROGRAM

  1. Does your Chapter participate in EWISP? Yes ____ No ____
  2. If yes, please list the number and amount of scholarships you award. If no, why do you not participate?
  1. Does your Chapter participate in ASIST? Yes ____ No ____
  2. If yes, please list the number and amount of scholarships you award. If no, why do you not participate?
  1. Does your Chapter participate in a Reading Rally? Yes ___No ____
  2. If yes, please describe your event. If no, why do you not participate?
  1. Does your Chapter award scholarships other than EWISP and ASIST? If so, please describe.
  1. Does your Chapter advertise and participate in the Fellows scholarship?
  1. Does your Chapter sponsor other philanthropic events? If so, please describe.
  1. How does your Chapter fund your B/C/DP programs?
  1. If your Chapter conducts fundraisers, please provide a brief description of your most successful events.

SECTION 7 – MEMBERSHIP

  1. What are the challenges your Chapter faces in terms of membership growth?
  1. What method of recruitment has your Chapter found to be the most successful? (e.g. receptions, luncheons, monthly meetings)
  1. Does your Chapter have a formal orientation program? If so, please briefly describe the program.
  1. Does your Chapter have a formal retention program? If so, briefly describe the program.

SECTION 8 – CHALLENGES?

What areas does your chapter need the most help in?

SECTION 9 – ANYTHING ELSE?

If there is anything else you want to share with us about your Chapter, its successes, its challenges, please do so.

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