Usage
To meet the chapter membership commitment, chapters need to review and verify their chapter roster accuracy once each fiscal year.
Platform
Chapter Management Hub
Watch the video
Steps
Meeting this metric requires 2 steps:
Review roster and if needed request corrections.
Verify your roster was reviewed by the chapter.
Review data: Chapter roster
1. On the CM Hub, click into the Membership module or Manage.
2. Review the Chapter Roster > Total Members view. This view includes all your current primary and secondary chapter members.
Update membership: Remove members
If a member is listed and is no longer in your chapter, request them to be removed from your chapter using the action buttons on the Chapter Roster > Total Members view.
Update membership: Add member to chapter
If a member is in your chapter and not listed, ask the member to use the Chapter Membership Portal to be added to your chapter roster.
Members (not CMs) can access the Chapter Membership Portal through YPO Connect or via this link: Chapter Membership Portal Menu
Verify Chapter Membership
3. After your roster was reviewed and all updates requested, from the CM Hub home screen click on Membership > Actions > Membershp Verification for Commitments.
4. In the pop-up window, check the box, write notes if needed and click Save.
Things to know
Chapters must complete this chapter commitment once every fiscal year.
Chapters are recommended to complete this action annually in August or early September.
Chapter chairs, chapter membership officers, and chapter managers can complete this action.
How to get help
If you need additional guidance, reach out to your regional manager (RM) or chapters and regions community manager (CRCM) at [email protected].