San Antonio ASTD Annual Report for 2005

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San AntonioASTD Annual Report for 2005
Our Motto Come for the Learning Stay for the
Relationships
January 2006
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Overview

• Chapter Description
• Financial Report
• Chapter Operating Requirements
• Board and Committees
• 2005 Accomplishments

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Chapter Overview

• Professional Organization
• Non-profit
• By-laws
• IRS (financial reporting)
• Policies, process to follow (voting)
• Reputation
• Current ASTD? Whats that?
• Soon Professionals with credentials!

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Membership
SA - ASTD Chapter

• Number of members stayed the same in 2005
• 130 members in Jan 2006
• 132 members in Jan 2005
• 170 members in Jan 2004
• Over 83 different companies/organizations
  represented
• 34 are National ASTD members (26.2)
• (133 National ASTD members live in SA, but are
  not members of SA-ASTD)
• 34 past presidents
• (SA - ASTD was founded in 1969)

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Membership
Nation-wide Comparison

• There were 133 ASTD chapters in 2003
• Chapter Size Nation-wide
• Size
• Under 100 44
• 100-300 35
• Over 300 22
• 1/3 grew, 1/3 shrank, 1/3 same
• Largest chapter (Chicago) is over 1400
• 46 of chapters our size use paid admin
• (SA - ASTD uses volunteers)

SA - ASTD
The national comparison data is based on the
report released in 2003. The 2004 data is not
available.
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Annual Chapter Dues

• Fee of Chapters
• 25 or less 4 chapters
• 30 - 35 9 chapters
• 40 - 45 13 chapters
• 50 - 55 24 chapters
• 60 - 65 8 chapters
• 70 - 75 9 chapters
• 80 - 85 7 chapters
• 90 - 99 3 chapters
• 100 4 chapters

(SA - ASTD)
Min 20 per year Max 110 per year Mode 50
(18 chapters)
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Membership
Nation-wide Comparison

• 62 of chapters offered a conference
• 41 did a community service project
• Chapter Newsletter Directory
• 16 do Print Only
• 41 do Electronic Only
• 44 do Both
• 80 have a Job Bank
• 42 pay for Natl Dues for (one or more) Board
  Members
• SA ASTD does all of these!

The national comparison data is based on the
report released in 2003. The 2004 data is not
available.
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SA - ASTD Membership
Totals Internals 75
Financial/Insurance 26 Higher
Education 14 Business/Industry 23
Military Education 5 State, Local
Gov't 2 Health 5 Externals 47
Contractors/Defense 15 Consultant 32
Other 8 Unknown/Not Listed 8
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2005 Board
President Kurt Steuck President-elect (Vacant)
Past President Paul McMillan VP
Programs Debbie Christian Community
Liaison Ruth Burke VP Marketing Linda
Farley VP Membership Gary Grimes VP
Admin Anthony Delgado VP Publications Jenifer
Wheeler VP Finance Leslie Hoy VP
Technology Keith Horne VP Prof
Development Missy Guillot
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2006 Board
President Kurt Steuck President-elect (Vacant)
Past President Paul McMillan VP
Programs Debbie Christian Community
Liaison Doug Washington VP Marketing Rhonda
Moncibias VP Membership Cora Lonning VP
Admin Anthony Delgado VP Publications Jenifer
Wheeler VP Finance Mark Strahan VP
Technology Lisa Barnstrom VP Prof
Development Missy Guillot
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SA - ASTD 2005 Committees

• Organization of the Year
• Training and Education Technology Conference
• Cultivating Learning
• Lunch Learn (e-learning)
• December Holiday Party
• Awards (Jan 05, Dec 05)
• Suited for Success
• Keeper of the Flame Scholarship
• Nominating Committee

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Financial Report
Expenses Advertising 1,153 Administrative
6,258 Monthly meetings 11,963 Scholarship
1,000 Prof Dev Confs 1,814 Travel
2,349 Total Expenses 24,537

• Income
• Membership dues 5,091
• Monthly meeting 9,320
• Prof Develop prog 12,948
• Interest, ChIP 59
• Total Income 27,418

Profit for year 2,881
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Chapter Operating Requirements (CORE)
Our Chapter must be compliant with the National
ASTD in several ways

• Communication
• Programs
• Board Meetings
• Elections
• Position Descriptions
• Annual Update
• Directory
• Budget for 2006

• Annual Plan 2006
• Annual Report 2005
• Membership Survey
• Financial Review
• Financial Reporting
• Alignment
• Joint Membership
• Board membership
• Risk Management

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Accomplishments

• Conducted two prof development events
• Technology in Education Training Conference
  (TETC)
• Cultivating Learning
• Provided 11 great monthly programs
• Rita Bailey, Chair of the ASTD Board of Directors
  (Jan 05)
• One held off-site (Northwest Vista)
• One lunch program
• eLearning Lunch Learn series continued
• Sessions attended by TxDLA members
• Held a December Holiday Party (1st since late
  90s)
• Conducted two Suited for Success workshops

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Accomplishments

• Awarded Organization of the Year
• Presented individual awards (Jan Dec)
• Awarded 1,000 scholarship (Jan 05)

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Accomplishments

• Two board members attended the Texas Leadership
  Conference in Lubbock (Feb)
• Two board members attended ASTD Leadership
  Conference (Nov)
• Board members national dues paid by chapter

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Accomplishments

• Two newsletters
• Monthly Announcements
• Quarterly Technical Articles
• Website enhanced as a content management system
• Membership database remains accurate!
• 100 CORE Compliant

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Issues We Addressed

• Lack of communication with members
• Use more push communication email, paper
• Add forums to the website
• Ignored new members
• Implementing a new member orientation
• ASTD? Whats that?
• Increase exposure in SA training community
• Recruit new members

A
B
C
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Summary

• SA - ASTD is financially stable
• Technology conference with AETC was a huge
  success
• Cultivating Learning was a huge success
• Multiple professional development opportunities
  were provided
• Chapter operates as a if it was a small business
• Bottom Line 2005 was a great year!

Our Motto Come for the Learning Stay for the
Relationships