North Star News & Notes
North Star News & Notes
2013 - 2014
International Association of Administrative Professionals®
Volume 3, Issue 2
From the Desk of the President...
Inside this issue:
Chapter of Excellence
2
Leadership Opportunities 3 Nominations Application 4 Atta Admin!
4
Ring in the New Year with Style!
5
Future Events
6
Invite a colleague to the next chapter gathering. All guests are welcome!
Special points of interest: Help the chapter achieve Chapter of Excellence! Take the next step, be an admin leader! Nominate a peer for an Atta Admin Award! Help the chapter raise funds with company sponsorship.
Hello North Stars! I hope everyone had a joyous holiday. We will be kicking off the New Year in style! On January 14, our very own Joan Gatzmeyer, CAPOM, will be presenting: Ring In The New Year In Style – Microsoft Word Styles! Don’t forget to invite your coworkers to this program. Speaking of styles, the North Star Chapter will also be collecting gently used, professional clothing for low-income men and women served by Ready For Success, a local nonprofit organization; your donations of clothing, accessories and new personal items help these individuals be prepared for job interviews and careers.
We are on track to achieve the Chapter of Excellence again this year. We have completed three of the necessary criteria so far. The next criterion is due April 30 and that is to update our strategic plan for the upcoming year. Also, don’t forget to track your Member of Excellence criteria. We have some phenomenal speakers coming up. In February we will be having a bring your spouse/ significant other event to hear speaker Chez Raginiak and in March we will be trying something new by offering a web presentation where you can participate from the comfort of your own home.
Michelle Van Stone, CAP-OM Chapter President
someone who may be interested in serving on the North Star Chapter board for the 2014-15 year. There are several positions to consider. I hope to see all of you at the next chapter meeting!
It’s also that time again to start thinking about nominating yourself or
IAAP North Star Chapter Serving career-minded administrative professionals on the northwest suburbs of the Twin Cities. Our chapter brings together local office support staff and connects them with global resources to provide skill training and continuing education, leadership opportunities and networking through monthly chapter meetings, division meetings and international forums.
Page 2
North Star News & Notes
Volume 3, Issue 2
Pathways to Excellence
2013-2014 Revised Criteria as of July 1, 2013 All criteria are mandatory to qualify as a 2013-2014 Chapter of Excellence.
A Chapter of Excellence will receive a lectern banner (first year) and in subsequent years will receive a banner year patch. Each year, the CoE award will include one of the following two options: a $100 IAAP gift certificate or $150 credit toward subscription to the IAAP Web Community. 1. Chapter sends a delegate or submits a proxy to the International Education Forum and Annual Meeting held in the current IAAP fiscal year. 2.
Chapter submits annual meeting calendar with education and/or training topics to the members with a copy to the division by October 1. (Calendar should include programming to meet the requirements of Criteria #6.)
3.
Chapter submits budget and annual financial review/audit report to the members with a copy to the division by November 1.
4.
Chapter develops and updates business plan. Chapter submits business plan to members with a copy to the division by April 30.
5.
Chapter holds at least one Membership Drive between July 1 and May 31. Chapter submits completed Membership Drive Evaluation form to the division by June 1.
6.
Chapter holds events that count for at least 6 recertification points throughout the year. Chapter submits completed Chapter Educational Meetings Evaluation form to the division by June 1.
7.
Chapter sends a delegate or submits a proxy (if allowed by division bylaws) to the Division Annual Meeting held in the current IAAP fiscal year.
8.
Chapter holds at least one New Member Orientation between July 1 and June 25. (New members in attendance must have joined IAAP within the current IAAP fiscal year.) Chapter submits New Member Orientation Evaluation form to the division by June 25.
9.
As of June 15 of the current IAAP fiscal year, at least 7% of the chapter members (if 7% is fewer than two members, then at least 2 members) must achieve Member of Excellence.
Chapter of Excellence Deadlines #1 EFAM delegate
July 2013
Complete (Michelle)
#2
Calendar
October 2013
Complete (Michelle)
#3
Budget and annual financial review/audit
November 2013
Complete (Heather)
#4
Business plan
April 2014
(Marlene)
#5
Membership drive
May 2014
(Karen)
#6
Recertification gatherings
June 2014
(Missy)
#7
DAM delegate
May 2014
(Michelle/Marlene)
#8
New member orientation
June 2014
(Karen)
#9
7% member of excellence
June 2014
(Membership)
North Star Chapter is working diligently on becoming a Chapter of Excellence
North Star News & Notes
Volume 3, Issue 2
Page 3
Leadership Opportunities As we embark on 2014, we begin to focus more on succession planning. With this, all members are asked to consider taking on one of the several leadership opportunities within the chapter. Whether you prefer to participate more with a committee or take a bigger step forward with a board position, all are encouraged to complete a nomination form. In doing so, you have a prime opportunity to strengthen your leadership and communication skills as well as add value to your already impressive resume. BOARD OF DIRECTORS/OFFICERS The chapter officers comprise the board of directors, who supervise the affairs of the chapter between its business meetings and meet as needed to adequately conduct the business of the chapter at a time and place designated by the president, generally once each month; other business is conducted by the board via email and the IAAP Web Community. Specific duties for each officer are outlined next; other duties may be assigned by the board of directors. President: Preside at all meetings of the chapter and board of directors. Subject to the approval of the board of directors, appoint all standing and special committees, unless otherwise specified. Be a member, by virtue of their office, of all committees except the Nominations Committee. Call meetings of the board of directors whenever such meetings are necessary. Keep the division president fully informed on all matters concerning the chapter. Attend division conferences within the provisions of the division bylaws; if unable to attend, the president-elect or other appointed delegate attends. Upon completion of term of office, assume the position of Nominations Committee chairman.
Secretary: Be responsible for the minutes of all chapter meetings and meetings of the board of directors, as well as for interim reports based on any business or voting conducted between meetings. Ensure written notice of the annual and special meetings is given as required in the bylaws. Be responsible for the correspondence of the chapter and keep appropriate files. Retain a copy of the original chapter charter.
Treasurer: Be responsible for all funds of the chapter and for the records of its financial affairs. Promptly pay all signed and approved bills by check. Keep an itemized account of all receipts and disbursements. Prepare a detailed financial report for presentation at the annual President-elect: meeting and a complete financial report for the period of the In the absence of the president, serve as the presiding officer at term of office, to be ready for audit or financial review within 15 chapter meetings or meetings of the board of directors and days following the close of the term of office. assume the duties and powers of the presidency. Prepare an annual budget and submit it to the board of directors Assist the president in all ways. for approval at no later than the September board of directors meeting. After review by the board of directors, present the Facilitate the process of updating the chapter’s strategic and/or proposed annual budget to the membership in September for business plan annually among the board and chapter membership final approval. and of reviewing the plan with chapter membership periodically as directed by the president; and ensure that a copy of the plan is Be responsible for filing annual federal income tax return in provided to all members annually and to new members upon compliance with Internal Revenue Service requirements and joining and to the division president or designee by the deadline for tax-exempt 501(c)(6) organizations. established deadline. Submit invoices to all meeting “no-shows” to request payment, In the event of a vacancy in the office of president, succeed to on a monthly basis, until otherwise directed by the board of the office for the unexpired term. directors. Be bonded with premiums paid from chapter funds. Vice President: In the absence of the president and president-elect, serve as presiding officer at chapter meetings or meetings of the board of Make a difference in your profession. directors. Take the next step, be an admin leader! In the event of a vacancy in the office of both president and president-elect, succeed to the office of president for the “Leadership is the capacity to translate vision unexpired term.
into reality.” —Warren Bennis
Contact Dusty Klesner [[email protected]] for more information.
Page 4
North Star News & Notes
Sponsors Wanted! Company sponsorship can go a long way! Every amount helps. We have a variety of advertising options that range from a quarter to a full page advertisement. Design assistance is offered free of charge! This publication offers an effective avenue for any company wanting to reach over 120 administrative professionals and their companies. Do you know of a company that may be interested in advertising with us?
Volume 3, Issue 2
Nominations Wanted!
Atta Admin is our way of celebrating our chapter members’ accomplishments and good will. Peer and self nominations welcomed and all are encouraged to submit. Does one of your IAAP peers need to be recognized? If you would like to nominate a fellow chapter member, email President Van Stone at [email protected].
North Star News & Notes
Volume 3, Issue 2
Page 5
International Association of Administrative Professionals®
We’re on the Web!
The IAAP® Core Purpose To ensure individuals working in office and administrative professions have the opportunity to connect, learn, lead and excel.
www.iaap-hq.org www.i a a p - n o rt h st a r.org www.f a c ebook .com\IAAPNorthStar www.twi tter. com\ I A A P N o rt h St a r IAAP® is the largest not-for-profit member organization for those working in the administrative profession.
Newsletter “Staff” Editor ..................................... Michelle Van Stone, CAP-OM Design & Layout .................. Dusty Klesner Proofreader ........................... Joan Gatzmeyer, CAP-OM If you have an idea for a newsletter article, or want to help with this publication, feel free to contact Michelle anytime. All ideas encouraged and welcomed!
2013-2014 North Star Board of Directors Michelle Van Stone, CAP-OM, President Phone: 612.237.3699 E-Mail: [email protected] Marlene Grams, CAP-OM, President-Elect Phone: 763.772.5852 E-Mail: [email protected] Missy Zabilka, CAP-OM, Vice-President Phone: 612.327.2559 E-Mail: [email protected]
Future Events Additional information on these events will be sent via e-mail.
February
*In the spirit of Valentine’s Day, attendees are encouraged to bring a guest, a date, their significant other or spouse. All are welcome!
March 11
Kim Fette, Treasurer, CAP Phone: 612.730.5773 E-Mail: [email protected] Ellen Thompson, Secretary Phone: 763.458.8938 E-Mail: [email protected]
Operation Appreciation by Chez Raginiak Chapter Meeting, Rockwoods Grill, Otsego, MN
11
Beat the Bully by Rhonda Scharf Chapter Meeting, Rockwoods Grill, Otsego, MN *A virtual attendance option provided. Additional details coming!
April 8
Elephants, Fleas, Frogs & Me by John Branstad Chapter Meeting, Rockwoods Grill, Otsego, MN *Celebrate Administrative Professionals Day with North Star members!
2013 - 2014
International Association of Administrative Professionals®
Volume 3, Issue 2
From the Desk of the President...
Inside this issue:
Chapter of Excellence
2
Leadership Opportunities 3 Nominations Application 4 Atta Admin!
4
Ring in the New Year with Style!
5
Future Events
6
Invite a colleague to the next chapter gathering. All guests are welcome!
Special points of interest: Help the chapter achieve Chapter of Excellence! Take the next step, be an admin leader! Nominate a peer for an Atta Admin Award! Help the chapter raise funds with company sponsorship.
Hello North Stars! I hope everyone had a joyous holiday. We will be kicking off the New Year in style! On January 14, our very own Joan Gatzmeyer, CAPOM, will be presenting: Ring In The New Year In Style – Microsoft Word Styles! Don’t forget to invite your coworkers to this program. Speaking of styles, the North Star Chapter will also be collecting gently used, professional clothing for low-income men and women served by Ready For Success, a local nonprofit organization; your donations of clothing, accessories and new personal items help these individuals be prepared for job interviews and careers.
We are on track to achieve the Chapter of Excellence again this year. We have completed three of the necessary criteria so far. The next criterion is due April 30 and that is to update our strategic plan for the upcoming year. Also, don’t forget to track your Member of Excellence criteria. We have some phenomenal speakers coming up. In February we will be having a bring your spouse/ significant other event to hear speaker Chez Raginiak and in March we will be trying something new by offering a web presentation where you can participate from the comfort of your own home.
Michelle Van Stone, CAP-OM Chapter President
someone who may be interested in serving on the North Star Chapter board for the 2014-15 year. There are several positions to consider. I hope to see all of you at the next chapter meeting!
It’s also that time again to start thinking about nominating yourself or
IAAP North Star Chapter Serving career-minded administrative professionals on the northwest suburbs of the Twin Cities. Our chapter brings together local office support staff and connects them with global resources to provide skill training and continuing education, leadership opportunities and networking through monthly chapter meetings, division meetings and international forums.
Page 2
North Star News & Notes
Volume 3, Issue 2
Pathways to Excellence
2013-2014 Revised Criteria as of July 1, 2013 All criteria are mandatory to qualify as a 2013-2014 Chapter of Excellence.
A Chapter of Excellence will receive a lectern banner (first year) and in subsequent years will receive a banner year patch. Each year, the CoE award will include one of the following two options: a $100 IAAP gift certificate or $150 credit toward subscription to the IAAP Web Community. 1. Chapter sends a delegate or submits a proxy to the International Education Forum and Annual Meeting held in the current IAAP fiscal year. 2.
Chapter submits annual meeting calendar with education and/or training topics to the members with a copy to the division by October 1. (Calendar should include programming to meet the requirements of Criteria #6.)
3.
Chapter submits budget and annual financial review/audit report to the members with a copy to the division by November 1.
4.
Chapter develops and updates business plan. Chapter submits business plan to members with a copy to the division by April 30.
5.
Chapter holds at least one Membership Drive between July 1 and May 31. Chapter submits completed Membership Drive Evaluation form to the division by June 1.
6.
Chapter holds events that count for at least 6 recertification points throughout the year. Chapter submits completed Chapter Educational Meetings Evaluation form to the division by June 1.
7.
Chapter sends a delegate or submits a proxy (if allowed by division bylaws) to the Division Annual Meeting held in the current IAAP fiscal year.
8.
Chapter holds at least one New Member Orientation between July 1 and June 25. (New members in attendance must have joined IAAP within the current IAAP fiscal year.) Chapter submits New Member Orientation Evaluation form to the division by June 25.
9.
As of June 15 of the current IAAP fiscal year, at least 7% of the chapter members (if 7% is fewer than two members, then at least 2 members) must achieve Member of Excellence.
Chapter of Excellence Deadlines #1 EFAM delegate
July 2013
Complete (Michelle)
#2
Calendar
October 2013
Complete (Michelle)
#3
Budget and annual financial review/audit
November 2013
Complete (Heather)
#4
Business plan
April 2014
(Marlene)
#5
Membership drive
May 2014
(Karen)
#6
Recertification gatherings
June 2014
(Missy)
#7
DAM delegate
May 2014
(Michelle/Marlene)
#8
New member orientation
June 2014
(Karen)
#9
7% member of excellence
June 2014
(Membership)
North Star Chapter is working diligently on becoming a Chapter of Excellence
North Star News & Notes
Volume 3, Issue 2
Page 3
Leadership Opportunities As we embark on 2014, we begin to focus more on succession planning. With this, all members are asked to consider taking on one of the several leadership opportunities within the chapter. Whether you prefer to participate more with a committee or take a bigger step forward with a board position, all are encouraged to complete a nomination form. In doing so, you have a prime opportunity to strengthen your leadership and communication skills as well as add value to your already impressive resume. BOARD OF DIRECTORS/OFFICERS The chapter officers comprise the board of directors, who supervise the affairs of the chapter between its business meetings and meet as needed to adequately conduct the business of the chapter at a time and place designated by the president, generally once each month; other business is conducted by the board via email and the IAAP Web Community. Specific duties for each officer are outlined next; other duties may be assigned by the board of directors. President: Preside at all meetings of the chapter and board of directors. Subject to the approval of the board of directors, appoint all standing and special committees, unless otherwise specified. Be a member, by virtue of their office, of all committees except the Nominations Committee. Call meetings of the board of directors whenever such meetings are necessary. Keep the division president fully informed on all matters concerning the chapter. Attend division conferences within the provisions of the division bylaws; if unable to attend, the president-elect or other appointed delegate attends. Upon completion of term of office, assume the position of Nominations Committee chairman.
Secretary: Be responsible for the minutes of all chapter meetings and meetings of the board of directors, as well as for interim reports based on any business or voting conducted between meetings. Ensure written notice of the annual and special meetings is given as required in the bylaws. Be responsible for the correspondence of the chapter and keep appropriate files. Retain a copy of the original chapter charter.
Treasurer: Be responsible for all funds of the chapter and for the records of its financial affairs. Promptly pay all signed and approved bills by check. Keep an itemized account of all receipts and disbursements. Prepare a detailed financial report for presentation at the annual President-elect: meeting and a complete financial report for the period of the In the absence of the president, serve as the presiding officer at term of office, to be ready for audit or financial review within 15 chapter meetings or meetings of the board of directors and days following the close of the term of office. assume the duties and powers of the presidency. Prepare an annual budget and submit it to the board of directors Assist the president in all ways. for approval at no later than the September board of directors meeting. After review by the board of directors, present the Facilitate the process of updating the chapter’s strategic and/or proposed annual budget to the membership in September for business plan annually among the board and chapter membership final approval. and of reviewing the plan with chapter membership periodically as directed by the president; and ensure that a copy of the plan is Be responsible for filing annual federal income tax return in provided to all members annually and to new members upon compliance with Internal Revenue Service requirements and joining and to the division president or designee by the deadline for tax-exempt 501(c)(6) organizations. established deadline. Submit invoices to all meeting “no-shows” to request payment, In the event of a vacancy in the office of president, succeed to on a monthly basis, until otherwise directed by the board of the office for the unexpired term. directors. Be bonded with premiums paid from chapter funds. Vice President: In the absence of the president and president-elect, serve as presiding officer at chapter meetings or meetings of the board of Make a difference in your profession. directors. Take the next step, be an admin leader! In the event of a vacancy in the office of both president and president-elect, succeed to the office of president for the “Leadership is the capacity to translate vision unexpired term.
into reality.” —Warren Bennis
Contact Dusty Klesner [[email protected]] for more information.
Page 4
North Star News & Notes
Sponsors Wanted! Company sponsorship can go a long way! Every amount helps. We have a variety of advertising options that range from a quarter to a full page advertisement. Design assistance is offered free of charge! This publication offers an effective avenue for any company wanting to reach over 120 administrative professionals and their companies. Do you know of a company that may be interested in advertising with us?
Volume 3, Issue 2
Nominations Wanted!
Atta Admin is our way of celebrating our chapter members’ accomplishments and good will. Peer and self nominations welcomed and all are encouraged to submit. Does one of your IAAP peers need to be recognized? If you would like to nominate a fellow chapter member, email President Van Stone at [email protected].
North Star News & Notes
Volume 3, Issue 2
Page 5
International Association of Administrative Professionals®
We’re on the Web!
The IAAP® Core Purpose To ensure individuals working in office and administrative professions have the opportunity to connect, learn, lead and excel.
www.iaap-hq.org www.i a a p - n o rt h st a r.org www.f a c ebook .com\IAAPNorthStar www.twi tter. com\ I A A P N o rt h St a r IAAP® is the largest not-for-profit member organization for those working in the administrative profession.
Newsletter “Staff” Editor ..................................... Michelle Van Stone, CAP-OM Design & Layout .................. Dusty Klesner Proofreader ........................... Joan Gatzmeyer, CAP-OM If you have an idea for a newsletter article, or want to help with this publication, feel free to contact Michelle anytime. All ideas encouraged and welcomed!
2013-2014 North Star Board of Directors Michelle Van Stone, CAP-OM, President Phone: 612.237.3699 E-Mail: [email protected] Marlene Grams, CAP-OM, President-Elect Phone: 763.772.5852 E-Mail: [email protected] Missy Zabilka, CAP-OM, Vice-President Phone: 612.327.2559 E-Mail: [email protected]
Future Events Additional information on these events will be sent via e-mail.
February
*In the spirit of Valentine’s Day, attendees are encouraged to bring a guest, a date, their significant other or spouse. All are welcome!
March 11
Kim Fette, Treasurer, CAP Phone: 612.730.5773 E-Mail: [email protected] Ellen Thompson, Secretary Phone: 763.458.8938 E-Mail: [email protected]
Operation Appreciation by Chez Raginiak Chapter Meeting, Rockwoods Grill, Otsego, MN
11
Beat the Bully by Rhonda Scharf Chapter Meeting, Rockwoods Grill, Otsego, MN *A virtual attendance option provided. Additional details coming!
April 8
Elephants, Fleas, Frogs & Me by John Branstad Chapter Meeting, Rockwoods Grill, Otsego, MN *Celebrate Administrative Professionals Day with North Star members!
