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Toolkits

ATD provides chapter leaders with information in the form of Toolkits. Chapter leaders who are responsible for that functional area should use these resources to support chapter development.

Toolkit Topic

Toolkit Description

Annual Membership Survey Job Aid

Use the membership survey template to help develop and administer an annual survey.

Area Chapter Leaders Conference Toolkit

Provides information on how to outline the full life-cycle process of bringing chapter leaders for a day of networking and best practice sharing.

ATD Certification Toolkit

Serves as a guide for chapters to support CPTD and APTD certifications and enhance chapter membership value. Access Chapter Resources for the Talent Development Capability Model here.

Chapter Finance Toolkit

Designed as a resource for a chapter finance officer, provides important inform

DEI Toolkit

Developed to assist ATD Chapter Leaders in discovering ways to incorporate DEI in all aspects of chapter operations.

990 Filing Information

The guide provides information on filing a 990 or 990-N for the chapter.

Chapter Interest Group Toolkit

Provides a guide on how to establish special interest groups (SIGs) and geographic interest groups (GIGs) within your chapter as well as manuals, samples, and best practices from your fellow chapters.

Chapter Risk Assessment Guide

Designed to be used by chapter board members to evaluate risk and determine strategies for mitigation.

Chapter Incentive Program (ChIP) Toolkit

Includes templates, marketing messages, materials, and best practices to help chapters maximize ChIP revenue potential.

Chapter Communications Toolkit

Provides templates and examples for chapters to develop an annual communications plan and associated communications materials.

Developing a Chapter Awards Program Toolkit

Assists chapters in development and implementation of an awards and recognition program.

Education/Chapters Partnership Program Toolkit

Helps chapters to maximize the benefits of the ATD Education/Chapter Partnership Program. Your chapter can earn money through Chapter Incentive Program (ChIP) commissions and revenue sharing as well as receive complimentary program registrations by promoting ATD programs to the local community and chapter members.

Employee Learning Week Toolkit

Provides resources to help chapters recognize ELW through media talking points, best practices, and proclamation letter samples.

Engaging Students and New Professionals

Provides recommendations and suggested resources to help chapters reach out to students, local higher education institutions, and new professionals.

First 90 Days Chapter Leader Guide

This guide is intended to support your leadership journey to ensure chapter success.

Incorporation Information

Incorporation helps to protect board members from liability arising from acts of the organization or its officers, board, or staff. This document provides an over of the benefits and disadvantages of incorporation as well as information on applying for nonprofit incorporation.

Maximize Chapter Value While Minimizing Costs

Provides tips to help chapters to remain relevant, cut costs, and attract and retain their members to not only survive, but thrive in any economic climate.

Onboarding Toolkit

Utilize this toolkit to create an onboarding program that orients incoming board members to their roles, educates them about responsibilities, and expectations, and familiarizes them with the structure and culture of the chapter.

Succession Planning Toolkit

The Succession Planning Toolkit has been created to help your chapter evaluate its future leadership and talent needs, identify individuals who can potentially satisfy those needs, and prepare an individual for her eventual role as a leader. This toolkit will help your chapter to develop the bench strength needed to ensure that there are qualified people to pick up the ball when a board member leaves.


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