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CM Hub: Signing the YPO chapter charter

Learn more about signing the YPO chapter charter and meeting the Chapter Charter Commitment.

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Written by Jaime Flemming

Usage

The chapter charter commitment is one of the 14 chapter commitments chapters need to meet each fiscal year. Chapters must first sign the YPO chapter charter to meet the commitment the first year and then acknowledge the signed chapter charter each fiscal year after signing.

Platform

Chapter Management Hub and via Automated Document Signing


Chapters will have 2 steps for signing the chapter charter initially.

Step 1 - Submit chapter formation documents

Watch the video

Navigate to Upload Operational Document

1. On the Operations module of the Chapter Management Hub, click on Actions and select Upload Operational Document.

Complete Formation Document fields

2. In the pop-up window click on Document Type and select Formation Document.

3. Complete the required fields:

  • Legal Name (ex: YPO South Chicago Chapter, Inc.)

  • Jurisdiction of Incorporation (ex: Illinois)

  • Incorporation Date

  • Type of Legal Entity (Non-Profit Corporation)

4. Click Upload Files to upload an image, PDF, etc. of your chapter's formation document. Click Done.

4. Click Submit.

The formation document information entered is submitted to YPO for review.

You will receive notice via email when your submission is approved or if additional follow-up is needed.

Step 2 - Signing chapter charter

After your chapter formation documents are reviewed and accepted by YPO an automated email from [email protected] will be sent to the primary chapter chair to sign the YPO chapter charter. See email copies below.

Automated email samples

Initial email to primary chapter chair

Reminder email copy

Reminder emails are sent every 3 business days, for up to 30 days. After 30 days, the chapter charter is expired, and the chapter can request a new version by emailing [email protected].

Confirmation email copy


Things to know

  • The first year a chapter signs the chapter charter, it will count for the Chapter Charter Commitment. The chapter will not need to take the additional step to acknowledge the signed chapter charter the first fiscal year that they sign.

  • Each fiscal year after signing the chapter charter, the current chapter chair will acknowledge the signed chapter charter. Learn more.


How to get help

For additional information please reach out to your region team or [email protected].

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