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Experience Center
Education, Events, and Member Value Offerings
2020 Functional Calls
April Functional Call
Last Modified on 08/13/2021 12:08 pm EDT
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Glossary
General Onboarding (Start Here)
How HBA works
HBA organizational components
HBA staff
HBA regional and chapter structure
Start Here - Volunteering Fundamentals
Maximizing your HBA experience
Building your committees
2022 Functional Call Schedule
Chapter
President
Role description - chapter president
How to run a membership report
How to run an event attendance report
HBA organizational components
Vice President
Role description - chapter vice president
How to run a membership report
How to run an event attendance report
HBA organizational components
Operations Director
Role description - chapter operations director
How to run an event attendance report
How to run a membership report
Chapter board structure
Marketing and Communications
Role descriptions
Role description - DAL, marketing and communications
MarComm Committee Roles and Responsibilities
General information for marketing and communications DALs
HBA PowerPoint template
HBA Style Guide
Lucidpress training
HBA Membership Video
Membership and Volunteer Engagement
General information
Role description - DAL, membership and volunteer engagement
General information for membership and volunteer engagement DALs
Engagement best practices, tips and suggestions
Membership Resources
How to join/renew with a Corporate Partner discount
Membership Reports
How to Run a Membership Report
Membership Reports Training
Membership Events
Meet the HBA Events
Lunch and Learns
Making the Most of Your HBA Membership (Orientations)
Member Outreach
HBA Central new member email sequence - examples
HBA Central expiring member outreach schedule
Volunteer Engagement Resources
Volunteer Awards Guide
Letter to awardee template
Volunteer Award Certificate Template
HBA Membership Video
Programming
Role descriptions
Role description - DAL, programming
How to's
How to open an event for registration
How to edit an event webpage
How to cancel or reschedule an event
How to run an event attendance report
Registering a speaker for an event
How to create a bit.ly link for event promotion
How to create event badges
General information for programming DALs
HBA Events-at-a-Glance
Event content guidelines
How to open an event for registration
Post-event surveys
Webinar planning timeline
Region
Regional executive committee
Regional chair
Role description - regional chair
Regional deputy chair
Role description - regional deputy chair
Role description - market research regional director
Building your committees
Regional treasurer
Role descriptions
Role description - regional treasurer
Role description - accounting and analytics regional director
Role description - procurement and processing regional director
Department and GL Accounts
Sponsorship documentation and processing
HBA expense form
Experience Center
Regional department structure
Regional role descriptions
President
Vice president
Regional director
Regional committees
Operations and Insights
The experience center
Department flex structure
Department leaders vs committees
Cross-collaboration between functions/departments
Corporate Relations
Membership and Volunteer Experience
Membership Experience
Membership tools
How to join/renew with a Corporate Partner discount
Membership Reports
How to run a membership report
Membership Reports
Membership Events
Meet the HBA events
Lunch and Learns
Making the Most of Your HBA Membership (new member orientation events)
Member Outreach
HBA Central new member email sequence - examples
HBA Central expiring member outreach schedule
HBA Membership Video
Membership experience department overview
Volunteer Experience
Volunteer experience department overview
Volunteer Recruitment
Volunteer application approval - detailed steps
Volunteer Roles Posting and Approval Overview
Volunteer Recognition
Volunteer Awards Guide
Volunteer Award Certificate Template
Volunteer experience department
2021 Volunteer Promotional Images
2023 Succession Planning
Positioning and Brand Messaging (members & companies)
Marketing and Communications
Marketing regional director role descriptions
Role description - Presdient, Marketing and Communications
Role description - regional director, communications
Role description - regional director, marketing
Role description - regional director, social media and PR
Voices of HBA video series
Voices of HBA Video - Business Growth
Voices of HBA Video - Inclusion
Voices of HBA Video - Professional Enrichment
Voices of HBA Video - Radical Hospitality
Volunteer info-graphics
Volunteer infographic series - Multiple Languages
Volunteer Promotional Images
Positioning and Brand Messaging (members & companies)
"About the HBA" Overview deck
Brand Guidelines
HBA "message from the regional chair" deadlines
HBA Membership Video
HBA PowerPoint template
Marketing and communications department
HBA Style Guide
Marq (Lucidpress) Training
HBA Fact Sheet
2021 Regional and Chapter Marketing Roles and Responsibilities
HBA DE&I Events and HBA DE&I Speaking Out - Social Graphics
Building your committees
Social Media Hashtags
2023 Communications Strategy
2023 Social Media Strategy
HBA Brand Photography
Education, Events, and Member Value Offerings
Event planning tools
General event information
HBA Events-at-a-Glance
Updated
Event sponsorship
New
Event speaker management guidance
Global Planning Calendar
How to cancel or reschedule an event
How to edit an event webpage
How to setup an event series
How to send additional resources or event recordings
HBA Event Types
Virtual programming
Virtual educational event setup
Educational webinar planning timeline
Virtual networking events
Virtual recruitment events (formerly "engagement events")
Virtual event platform options
Event speaker management guidance
Helpful guidance for managing your events and teams during COVID-19
Five Ways to Create Better Engagement During Virtual Events
HBA-branded Virtual Background
In-person programming
Event materials - development list
Event planning checklist - educational events
Event-planning checklist - networking events
Onsite staffing resources
How to create event badges
Mentoring
Mentoring Program Resource Directory
Committee Structure & Roles
Mentoring Functional Calls
June Functional Call
May Functional Call
April Functional Call
March Functional Call
February Functional Call
January Functional Call
September Functional Call
HBA mentoring program timeline
How to run an event attendance report
Qooper
Logging in as mentees/mentors to test the platform
Enabling users to have both mentee and mentor profiles under the same account
How can program managers suspend user account under Qooper's admin dashboard?
How to Manually Search and Connect People
Group Matching
How to create a Lesson for a specific Group
How to update weighing of survey questions for matching
1:1 Matching
"About the HBA" Overview deck
Post-event surveys
Education and events department
Member value offerings department
Updated
2020 Functional Calls
COVID-19 Call
January Functional Call
February Functional Call
March Functional call
April Functional Call
May Functional Call
July Functional Call
August Functional Call
September Functional Call
September Functional Call - slide deck
Programming - October 2020 Functional Call and Slides
Regional Programming Onboarding
Quick Reference and How-Tos
General
HBA Community
HBA Community Overview
How to log in to the HBA Community
Edit your HBA Community profile
Accessing documents on the HBA Community
Posting discussions to the HBA Community
View my HBA Communities
Updating community notification settings
Community Engagement Toolkit
Who do I go to for help as a chapter leader?
Who do I go to for help as a regional leader?
Who do I find out who is who in my region?
HBA regional maps
HBA volunteer email signature
HBA Annual Report
HBA letterhead
HBA Website Tour
About the HBA
"Inside the HBA" archive
Marketing
2023 HBA "message from the regional chair" deadlines
Event digest email
How to request an eblast to be sent
HBA Style Guide
About the HBA brand - messaging
HBA logos
HBA Membership Video
HBA Fact Sheet
Social media recommendations and best practices
HBA Membership Flyer
2023 Marketing How-To Deck
New
Engagement
What is a Lunch and Learn?
How to run a membership report
Process for Filling an Open Role
How to run a volunteer report
Education & Events
HBA events-at-a-glance
Planning an HBA event
Educational webinar planning timeline
How to open an event for registration
How to run an event attendance report
Event speaker management guidance
HBA Speaker Agreement
How to cancel or reschedule an event
How to create event badges
Onsite event volunteers
Create event name badges
Corporate Relations
HBA Corporate Partners
Corporate relations terminology
How to process a Corporate Partnership
Event sponsorship processing procedures
Finance
Expense Reimbursement
HBA Invoice Request Form
HBA Tax and Insurance Information
COVID-19
Diversity, Equity and Inclusion (DE&I)
Board diversity
Testing
HBA Policies
Corporate Relations
Marketing and Communications
Programming and Events
Conflict of Interest
Confidentiality
Code of Conduct
Leadership Appointments
Global Affinity Groups
Affinity Group Role Descriptions
Global Affinity Group Chair Role Description
Global Affinity Group Deputy Chair Role Description
Global Affinity Group Member Engagement Director Role Description
AG Education and Events Director Role Description
AG Marketing and Communications Role Description
Affinity Group Regional Liaison Role Description
HBA Messaging Architecture Toolkit