welcome and thank you! - idsa feb... · 1. fill out scarf (at least 2-3 weeks prior to event) 2....

Julie Heard & Warren Ginn

IDSA Biannual Connexx Meeting 2011

February 2011

Welcome and Thank You!

We can’t do it without you.



February 2011

Council Leaders and IDSA Staff

• Chapter VP

Julie Heard, IDSA

– Oversees all Chapter activities

– Oversees Chapter Council finances

– Reports to the IDSA board

– Volunteer leader

– [email protected]

• Professional Interest Section VP

Warren Ginn, IDSA

– Oversees all Section activities

– Oversees Section Council finances

– Reports to the IDSA board

– Volunteer leader

– [email protected]

• Education VP

Mary Beth Privitera, IDSA

• Clive Roux, CEO

• Dawn Hatzer, Director of Operations

• Katie Fleger, Manger of Member

Relations –PRIMARY CONTACT

• Carrie Rice, Director of Conferences and

Education

• Tim Adkins, Director of Content

Development

• Beth Harrington, Director of Global Sales

• Kaycee Childress, Director of Marketing

• Rachel Wallmuller, Awards Manager

• Jill Richardson, Membership Coordinator

• Donna Prince, Administrative

Coordinator

• Bridget Brooks, Accounting Coordinator

• Annette Butler, Executive

Assistant/Office Manager

• Kurt Howard, Webmaster

mailto:[email protected]

mailto:[email protected]



February 2011

Connexx - Overview

Annual Requirements:

In addition to your unlimited number of sole activities, each chapter and section

must hold at least four (4) Connexx activities annually.

• Chapters/Sections must hold a minimum of four (4) activities annually:

– one with a section or chapter

– one with a student chapter, school or educator

– one with an outside industry group or association, e.g., AIGA, IHA, SPE

– one elective activity (could me any of the above)

Reminders: • Leadership training presentation from Feb 2010 is posted on Connexx Resources page

• Webinar recording of the Feb 2010 Officer Training presentation is posted on the

Connexx Resources page

• Connexx Manual with officer descriptions is posted on Connexx Resources page

http://www.idsa.org/content/panel/connexx-resources



February 2011

Connexx - 2010



February 2011

• Congratulations! Last year the Chapters and Sections hosted and took part in a

total of 175 activities. Up from 79 in 2009.

• You should have received a copy of the final Connexx 2010 document as well

as a financial summary for each Chapter/Section.

• In 2011 a monthly review of what events occurred will be posted to the

Connexx Resources page along with the most up to date Connexx activity

spreadsheet.

• Lets see a break down of Connexx 2010…

Connexx 2010



February 2011

Participation by District



February 2011

Participation by Chapter



February 2011

Participation by Section



February 2011

What do I submit a SCARF for?



February 2011

What kinds of things can I do as a sole Chapter/Section activity OR a

Connexx activity?

• Lecture Series (LA Ch)

• Student or Professional Mentorship

• Portfolio Review for Students

(Chicago, Carolinas, Northwest)

• Progressive Workshops

• Public Design Panel (Northwest)

• Socials (Carolinas, Texas)

• Studio Tour (Texas, Western PA)

• Student Merit Awards Presentations

(various local Chapters)

• Surveys

• Video Documentary (HIX Section)

• Webinars

(Design for the Majority, Wisconsin)

• Awards

• Co-Located Events w/ Other Org.

(Rhode Island, San Fran, Oregon)

• Design Competitions

• Conference Within A Conference

(Michigan Ch)

• Design Guides (Ecodesign)

• District Support Events

(Women In Design)

• Public Exhibitions

(NYC, Furniture, Housewares)

• Workshops

• Seminars



February 2011

Activities that you do NOT need to

submit a SCARF for?



February 2011

• Officer Meetings

• Pre-event planning meetings

• Post event reporting (web content, post event summary, follow up to attendees)

• Newsletters

• Facebook, LinkedIn, Twitter posts

• Online content

• Cross promotion of events NOT organized by IDSA (your chapter or section had no

involvement with the planning process of this event)

Examples of activities that do NOT require a SCARF: (things that are already expected from a leader)



February 2011

What are the expectations when

planning an activity?



February 2011

IDSA Activity Workflow

1. Fill out SCARF (at least 2-3 weeks prior to event)

2. Connect with Katie regarding any contracts that need negotiating

3. Consult “Connexx Resources” page for any necessary documents; alcohol policy, speaker

release, event planning tips, budgeting tips.

4. Market your event through email blasts, promotion on idsa.org, LinkedIn, etc.

5. Decide how you will capture content; video, pictures, recorded audio, etc and prepare any

necessary materials.

6. After event submit Post Event Summary. Note that this is required for the event to count

toward the incentive plan.

7. Post any collected content onto your chapter/section page within idsa.org

8. Expenses- mail ORIGINAL receipts into Katie and explanation of items purchased and event

title. If items purchased on a credit card make sure Katie is aware of what they were so that

she can code them properly.



February 2011

SCARF

Please remember to specify

whether or not this is a Connexx

activity. If so, please remember

to include the name of the Chapter,

Section, Educational Institution,

Association or other entity you

are collaborating with.



February 2011

Connexx Post

Event Summary

It is important to include

accurate financial

information as these

numbers will go directly

into the Connexx activity

spreadsheet



February 2011

No. Level Sponsor Name Amount Mode of Payment Status

1 Bronze St Clair Consortium $750 check - msu mailed to MSU

2 Silver DASi Solutions $1,500 check - msu mailed to MSU

3 Gold Case Western $3,000 check - idsa mailed to National

4 Bronze EASi $750 check - idsa mailed to National

5 Silver Lumiscaphe $1,500 check - idsa mi mailed to National

6 Silver Bunksped $1,500 check - idsa mailed to National

7 Bronze Kendall $750 credit direct to national

8 Platinum Eastman $5,000 credit direct to national

9 Bronze B Lextant $500 credit direct to national

10 Silver PMCorp $1,500 credit direct to national

11 Silver CCSMFA $1,500 credit direct to national

Total money collected for conference $18,250

Cost Event Bills - MSU : Venue rent for day / AV support / Lunch / Coffee/juice/snacks / Gratuity/tax $5,816.43

Event Booking advance money paid upfront - my persoanl check, see attached receipt $500

Misc - name badges / posters prints / etc $117

Total cost incured $6,433.43

Credit with msu - mec center ( direct checks from 2 sponsors + advance deposit paid by myself ) $2,750

To Do Send one check addressed to "Management Education Center MSU" for 2010 bill $3,066.43

Send one check addressed to Jeevak Badve - for money paid upfront $617

Send one check addressed to "Management Education Center MSU" for 2011 advance booking $500

Net Dollars generated for idsa :) $11,817

Post Event Financial Summary

Connexx 2011



February 2011

Incentives What motivates you?

• We know that it is not always easy to carry the banner for the Society at the grass roots level yet we certainly

appreciate that you do. In fact, that is the reason for this letter. We would like to introduce to you our newly formed

IDSA Leadership Appreciation Plan to formally recognize the hard work that you perform as a volunteer leader of the

Society. This plan formally recognizes Chapter and Section leaders on an ongoing quarterly and annual basis for a job

well done. Here is how it works:

Quarterly Recognition:

• Membership Growth – Members sit at the core of our Society. Starting in 2011, the top performing Chapter and top

performing Section with the best membership growth within a quarter will be recognized. Every three months a

Chapter and a Section will be awarded a 25% discount coupon on IDSA membership. A total of 8 membership discounts

will be awarded during the course of the year.

• Activity Growth – Local and regional activities are crucial to providing tangible benefits to our members and our

profession. Starting in 2011, the top performing Chapter and top performing Section with the greatest number of

Chapter / Section Connexx activities within a quarter will be recognized. Every three months a Chapter and a Section

will be awarded a 25% registration discount coupon that can be applied to the IDSA National Conference (or up to free

registration to an IDSA District Conference). A total of 8 conference discounts will be awarded during the course of the

year.

• Revenue Growth – Generating revenue for our „bottom line‟ is critical to make sure that our Society remains in a

strong, fiscal position. Starting in 2011, the top performing Chapter and top performing Section with the greatest

revenue generation for Chapter / Section activities within a quarter will be recognized. Every three months a Chapter

and a Section will be recognized by having their operating budget increased by $250 for the year. A total of 8 budget

increases will be awarded during the course of the year.

• For a look at the complete Leadership Appreciation Plan please go to the Connexx

Resources page.

http://idsa.org/content/content1/idsa-connexx-leadership-appreciation-plan-chapter-and-section-leaders



February 2011

Focus for 2011

• MEMBERSHIP – Message from the new Chairman, http://idsa.org/node/10956

– Monthly lists, new and renewed members

– Marketing materials (banner, post cards, fact sheet)

– Member Newsletter (taken from idsa.org content)

• CONTENT on idsa.org – NYC Chapter

– Carolinas Chapter

– Women in Design Section

– HIX Section

– Design for the Majority Section

– Michigan Chapter

– Chicago Chapter

• VALUE – Through your events (free for members, members pay less)

– Student Chapter collaboration with Professionals

– Networking

– Mentorship

http://idsa.org/node/10956



February 2011

Your Next Steps Where do we go from here?

• Officer Org Chart (Katie will send). Reach

out to your fellow officers for tips, idea

swaps, questions, suggestions.

• Frequently visit the “Connexx

Resources” page.

http://idsa.org/content/panel/connexx-resources

• Remember objective is to create value

that makes designers want and need to

be members of IDSA.

What you should be thinking about: • What kind of content or experience can

your Chapter/Section offer to IDSA members

that it can‟t get anywhere else (on/off of

the web)?

• What‟s the value of your Chapter/Section to

the Membership? How do they benefit?

• How can you increase Chapter/Section

Membership?

• Keep current members engaged

-monthly new and renewed call lists.

-survey for feedback after an event.

-send thank you emails to event attendees






February 2011

Helpful Hints

• Connexx Resources Page


• Connexx Manual

http://www.idsa.org/content/content1/connexx-manual-chapters-and-sections-february-10

• Officer Training Presentation

http://www.idsa.org/content/content1/2010-chaptersection-officer-training-presentation

• Officer Training Webinar


• Leadership Appreciation Plan http://www.idsa.org/content/content1/idsa-connexx-leadership-appreciation-plan-chapter-and-section-leaders

• SCARF

http://www.idsa.org/content/content1/scarf-section-chapter-activity-request-form

• Post Event Summary

http://www.idsa.org/content/content1/connexx-post-event-summary-form



































http://www.idsa.org/content/content1/idsa-connexx-leadership-appreciation-plan-chapter-and-section-leaders







































February 2011

Thank You

Questions?

welcome and thank you! - idsa feb... · 1. fill out scarf (at least 2-3 weeks prior to event) 2....

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