Atlanta ncma chapter [program year] Annual Operating Plan



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ATLANTA NCMA CHAPTER
[PROGRAM YEAR]
Annual Operating Plan

The Annual Operating Plan (AOP) provides the activities, goals and objectives of the Atlanta Chapter for [Program Year]. The goals and responsibilities for each chapter officer are outlined below.



1. President’s Goals
The Chapter President is the chief executive officer of the Chapter and chairs all Chapter Executive Assembly and Chapter general membership meetings.



Description

Action Date

Status

Attend NCMA Leadership Summit **







Preside Over Summer Planning Meeting







Ensure Chapter Financial Report is submitted







Gain management support for NCMA







Ensure Chapter Audit of Financial Records is performed







Approve Annual Operating Plan







Approve Long Range Plan







Approve Annual Operating Budget







Approve Membership Retention Plan







Send Board Meeting Agenda







Preside Over Chapter Executive Assembly Meetings







Check Chapter Email







Preside Over Chapter General Membership Meetings







Prepare President’s Message For Inclusion In Chapter Newsletters







Provide Inputs to Chapter Newsletters







Review Draft Newsletter







Forward Chapter Events Information to Other Georgia and area Chapters







Attend Mid-Year Leadership Conference **







Present a Summary of the Year’s Activities at the June General Membership Dinner Meeting







Transfer President’s Files to Next Year’s Chapter President







Prepare NCMA Annual Report








2. Vice President / President Elect Goals
The President Elect assists the President and coordinates the functions of the four junior vice-presidents. The Chapter President elect follows the Chapter President in the line of Chapter Authority. In the absence or incapacity of the Chapter President, the Chapter President Elect shall assume the authority, duties and responsibilities of the President.



Description

Action Date

Status

Attend NCMA Leadership Summit **







Attend Summer Planning Meeting







Present Chairperson Reports at Chapter Board Meetings







Attend Chapter General Membership Meetings







Newsletter Input (Chair Inputs – Nominations, Awards, Membership Data, Anniversaries, Event Announcements)







Coordinate Joint Dinner Meetings With Other Professional Organizations







Host Spring Educational Conference







Attend Mid-Year Leadership Conference **







Transfer President Elect Files to Next Year’s –President Elect








3. Secretary’s Goals
The Chapter Secretary maintains the official records of all Chapter activities and property, except for financial affairs. The Secretary acts as the official recorder for the Atlanta Chapter and publishes and distributes minutes of the Executive Council monthly meetings. The Chapter Secretary follows the Vice-President of Programs in the line of Chapter authority.



Description

Action Date

Status

Attend NCMA Leadership Summit**







Attend Summer Planning Meeting







Submit Roster of Chapter Officers to National







Present Previous Month’s Meeting Minutes at Chapter Board Meetings







Attend Chapter General Membership Meetings







E-mail Executive Board Meeting Minutes to Board Members







Provide Inputs to Chapter Newsletter







Update Chapter Website







Attend Mid-Year Leadership Conference







Transfer Secretary’s Files to Next Year’s Secretary








4. Treasurer’s Goals
The Treasurer is responsible for effectively managing and maintaining accurate records of the Chapter’s finances. The Chapter Treasurer follows the Chapter Secretary in the line of Chapter authority.



Description

Action Date

Status

Attend NCMA Leadership Summit**







Attend Summer Planning Meeting







Prepare the Chapter Annual Operating Budget







Present Financial Reports at Chapter Board Meetings







Attend Chapter General Membership Meetings







Pay all Chapter Bills







Monitor Receipt of all Chapter Income and Monitor Deposit it in the Chapter’s Financial Account(s)







Prepare and track Chapter

accounting functions in Quicken









Check and Manage P.O. Box







Provide Inputs to Chapter Newsletter







Attend East Coast Mid-Year Leadership **







Submit Financial Records to Auditor







Transfer Treasurer’s Files to Next Year’s Treasurer







Prepare and Submit Chapter Financial Report








5. Membership Chair Goals
The Membership Chair recruits new members for membership in the Association, encourages membership renewal, and ensures membership benefits are delivered to Chapter members.



Description

Action Date

Status

Attend NCMA Leadership Summit**







Attend Summer Planning Meeting







Present Officer/Chairperson Reports at Chapter Executive Assembly Meetings







Attend Chapter general membership dinner meetings







Provide Current Membership Status Report at Chapter Executive Assembly Meetings







Maintain Electronic Mailing List of Chapter Members







Submit Fellows applications to National







Update Membership Directory on Chapter Webpage







Maintain Attendance Records for Chapter Meetings







Newsletter Input to Vice President (New Members, Anniversaries, Announcements)







Attend Mid-Year Leadership Conference**







Host Fellows Recognition Night







Submit a Report Summarizing the Year’s Membership Activities to Chapter President







Conduct Member Recognition /Awards Ceremony at June General Membership Meeting







Transfer Files and Petty Cash Fund to Next Year’s Officer and Chairpersons








6. Education Chair Goals
The Education Chair develops and presents Chapter education programs to facilitate the professional growth of Chapter members. The focus is on fostering professional development through national and chapter sponsored training programs and encouraging professional certification. The Education Chair is assisted by the following committees: Certification, Education, National Education Seminar, Scholarship, and Spring Education Conference.


Description

Action Date

Status

Attend NCMA Leadership Summit**







Attend Summer Planning Meeting







Present Officer/Chairperson Reports at Chapter Executive Assembly Meetings







Attend Chapter General Membership Dinner Meetings







Newsletter Input to Vice President (Certification Info, Study Groups, Announcements)







Prepare and Distribute National Educational Seminar Flyer







Determine Spring Education Conference (SEC) Topic(s)







Prepare and Distribute SEC Flyer







Attend Mid-Year Leadership Conference**







Host the Winter Education Conference







Prepare and Distribute Scholarship Application Forms







Host National Educational Seminar







Host Certification Workshop







Evaluate Scholarship Applications







Submit a Report Summarizing the Year’s Educational Activities to Chapter President







Present Scholarship Award(s) at June’s General Membership Dinner Meeting







Transfer Files to Next Year’s Officer and Chairpersons







7. Programs Chair Goals
The Programs Chair plans informative programs designed to assist Chapter members in their professional development through presentations at monthly meetings/workshops; outreach activities; employment opportunity services; and program fund raisers. The focus is to enhance and promote programs to serve the needs of a diverse membership.



Description

Action Date

Status

Attend NCMA Leadership Summit**







Attend Summer Planning Meeting







Present Officer/Chairperson Reports at Chapter Executive Assembly Meetings







Attend Chapter General Membership Dinner Meetings







Establish Contract With Venues for Chapter Functions







Recruit Speakers/Workshop Presenters







Provide Biographies of Speakers and Workshop Presenters for Chapter Newsletter and Webpage







Introduce Speakers/Workshop Presenters at Chapter Meetings/Workshops







Provide Speaker Gifts for Chapter Meetings







Conduct Outreach Workshop







Maintain Attendance Records for Chapter Workshops







Newsletter Input to Vice President (Upcoming Events)







Attend Mid-Year Leadership Conference**







Submit a Report Summarizing the Year’s Program Activities to Chapter President







Hold Audio Seminars







Transfer Files to Next Year’s Officer and Chairpersons








8. Communications Chair
The Communication Chair is responsible for providing information on the Chapter to promote events and encourage interest in the Chapter and the Contracting Profession.



Description

Action Date

Status

Post Current List of Chapter Officers and Chairpersons to Chapter Webpage







Solicit Inputs for Chapter Newsletter







Submit Draft Newsletter to President for Review







Publish and Distribute Chapter Newsletter







Post Chapter Newsletters to Chapter Webpage







Email General Meeting Reminder







Maintain Current List of Chapter Events on Chapter Webpage







Submit Chapter Event Photos to National







Advertise Chapter Events in Local Publications







Transfer Files to Next Year’s Officer and Chairpersons








9. Nominations and Elections Chair
The Nominations and Elections Chair is responsible for ensuring that the evaluation and voting review process for NCMA Chapter Officers.



Description

Action Date

Status

Newsletter Input to Vice President (Nominations and Awards Announcements)







Solicit Nominations for Chapter Awards Program at March Board Meeting







Present Slate of Award Nominees at April Board Meeting







Announce Chapter is Seeking Nominations for Next Year’s Chapter Officers in Newsletter and on Webpage







Announce Chapter is Seeking Nominations for Next Year’s Chapter Officers at March General Membership Dinner Meeting







Present the Slate of Nominees for Next Year’s Chapter Officers at April General Membership Dinner Meeting







Conduct Election of Next Year’s Officers at May General Membership Dinner Meeting







Transfer Files to Next Year’s Officer and Chairpersons








10. Employment and Industry Chair
The Employment and Industry Chair serves the Chapter membership and the local economy by maintaining employment and industry information service and job postings.



Description

Action Date

Status

Develops and implements programs related to workforce development







Works with local universities with procurement programs to encourage students to become active in NCMA, and to assist them in forming student chapters







Works with government, industry, academia, and other workforce development organizations to promote the contract management profession







Newsletter Input to Vice President (Job Openings and Announcements)







Advertise Job Opportunities in Chapter Newsletter and on Webpage







Transfer Files to Next Year’s Officer and Chairpersons










** Optional




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