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Connect: Submit a Prospect Waiver for Chapter Officers

How chapter chairs and chapter membership officers can submit a prospect waiver via YPO Connect.

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Written by Niloma Kolay

Usage

Chapters can submit a prospect waiver to request acceptance of prospects into YPO that do not meet the minimum membership criteria. It is a request for an exception to the peerdom quantitative requirements and as such approval requires the relevant justification.

Platform

YPO Connect


Steps

Go to your chapter homepage in Connect

1. Log into Connect and go to your chapter homepage.

Submit a waiver

2. Scroll down and click in the Chapter Waiver List section.

3. A list of prospects that require a waiver will be on the page. If a prospect is missing on that list, reach out to the Join YPO Manager or Membership Recruitment Manager who support your region.

4. Locate the prospect and click the drop-down arrow below View Waiver.

5. A prepopulated form with the prospect’s information will display and the type of waiver that the chapter needs to request for that prospect. Please read it carefully and make sure it is complete and accurate before you submit.

6. Scroll down and complete all the questions as shown below.

7. Attach any supporting documentation to the waiver request. Remember, title waivers must be accompanied by a supporting org chart.

8. Save As Draft till it is ready to submit.

9. Scroll up and click Submit.

After a form is submitted, a legend with the submission date will display as shown below.


Things to know

  • Once a waiver is submitted, it cannot be edited. If there is missing information, the submitter will be informed, and the waiver will be sent back for edits.

  • The primary chapter chair, chapter membership officer, and chapter manager will receive an email notification of the formal results of the waiver.


How to get help

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