YPO - Chapters & Regions

Shelva Suggs

Jaime Flemming

Niloma Kolay

Guides for managing your chapter forums and managing chapter forum trainings.

Forum

Yeah for more forums! Follow this step-by-step guide to create your new chapter forum and then locate it after creation.

CM Hub: Create a new forum

Each forum has its own forum norms. You can use the CM Hub to attach the norms to the forum in a secure environment.

CM Hub: Add and view forum norms

How to add a current or elect forum moderator to your chapter forum.

CM Hub: Add a forum moderator

Follow a few quick steps to make an update to a forum moderator position.

CM Hub: Modify a forum moderator position

The Forum Health Survey (FHS) is a simple, accessible tool on YPO Connect designed to support and strengthen your forum.

Connect: How to Support Moderators with Forum Health Survey

Things happen and sometimes you will need to dissolve a whole forum and ensure all the data is properly updated.

CM Hub: Dissolve a Chapter Forum

Steps for reinstating a dissolved forum. Let's do this!

CM Hub: Reinstate a dissolved forum

Update a chapter forum with any new changes in the forum.

CM Hub: How to Edit a Forum

Guides for creating, managing and dissolving forums and managing your forum moderators.

Forum Management

How to add a forum training for members and spouse/partners.

CM Hub: Mark person forum trained

Learn how to edit a forum training achievement after it has been entered into the system! And how to cancel it if created in error.

CM Hub: Edit a forum training achievement

Forum Training

How to add a member or spouse/partner to your chapter forum.

CM Hub: Add a person to a forum

View the steps for removing a member or spouse/partner from a chapter forums.

CM Hub: Remove person from a forum

If a member or spouse/partner is not a member of your chapter but is participating in a chapter forum you can follow unique steps to add the person to your…

CM Hub: Add non-chapter member to chapter forum

Members and spouses/partners who are not interested in participating in forum can be updated with a forum status of "declined".

CM Hub: Mark person as declined for forum

Update the forum sub-status field to track additional statuses for members and spouse/partners pending forum placement or declined in forum.

CH Hub: Update Member or S/P Forum Sub-Status

Although not encouraged, some forums have rogue members. Chapters can indicate the number of rogue participants in their chapter forums.

CM Hub: Add rogue member count to a forum

Guides for adding people to forums and managing chapter forum membership.

Forum Membership

Learn how to create a new MicroForum for your event using the MicroForum platform.

MicroForum: How to Create an Event MicroForum

Learn how to create a new MicroForum for your chapter or collaborate across multiple chapters using the MicroForum platform.

MicroForum: How to Create a Chapter or Multi-Chapter MicroForum

Fix missing MicroForum pairing data or inactive pairing dashboards.

MicroForum: Pairings Not Showing

Resolve access errors preventing entry into MicroForum pages.

MicroForum:  Unable to Access MicroForum

Learn how to view, monitor, and manage MicroForum pairings for your members.

MicroForum: How to View and Manage MicroForum Pairings

Learn how to publish your MicroForum to make it visible on the Marketplace and accessible for members to join.

MicroForum: How to Publish a MicroForum

Creating and managing chapter microforums

MicroForum

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