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CM Hub: How to Update Chapter Health Metrics

Updating Chapter health metrics is required to obtain a healthy chapter.

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Written by Shelva Suggs

Usage

Metrics help direct resources to improve the member experience, with chapter health due dates aligning with the YPO fiscal quarter.

Platform

Chapter Management Hub


Watch the video


Steps

1. Locate Chapter Data on the Chapter Management Hub's home screen. From the Actions dropdown select Update Chapter Health.

2. An edit screen for the manual chapter health fields will appear. Enter the data.

3. Click Next. A message will appear that the chapter health has been updated.


Things to know

  • View Chapter Health: Access your Chapter Health report on the Chapter Health tab in the Chapter Data module. Watch the video for more information.

  • Due dates for chapter health are based on the YPO fiscal quarter:

    • 1 July - Chapter needs to meet the Chapter Minimum Standards.

    • 31 July - Manual updates due from chapter.

    • 30 September - Quarter ends and manual updates due from chapter.

    • 31 December - Quarter ends and manual updates due from chapter.

    • 31 March - Quarter ends and manual updates due from chapter.

    • 30 June - Quarter ends and manual updates due from chapter.


Best Practices


How to get help

Reach out to directly to your regional manager (RM) or chapters and regions community manager (CRCM) at [email protected] for additional support.

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