Volunteer
Table of Contents
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Quick Reference and How-Tos
COVID-19
Virtual programming in the age of COVID-19
(6)
Virtual educational event setup
Virtual networking events
Virtual engagement events
Virtual event sponsorship guidance
Helpful guidance for managing your events and teams during COVID-19
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Home
Glossary
General Onboarding (Start Here)
Start Here - Volunteering Fundamentals
How HBA works
HBA Operating Model Briefing
Regional Organizational Chart
Maximizing your HBA experience
HBA staff
Building your committees
2020 Functional Call Schedule
Affiliate
General manager
Role description - general manager
Operations support
Role description - operations support
Marketing and communications
Role description - Affiliate marketing and communications
HBA PowerPoint template
HBA Style Guide
Brand Guidelines
HBA Membership Video
2020 HBA Fact Sheet
2020 Marketing How Tos
Membership and volunteer engagement
Membership Events
Meet the HBA events
Making the Most of Your HBA Membership (new member orientation events)
Role description - Affiliate membership and volunteer engagement
Engagement best practices, tips and suggestions
How to run a membership report
How to run an event attendance report
Membership Reports Training
HBA Membership Video
Programming
Role description - Affiliate programming
Planning an HBA event
Event content guidelines
How to open an event for registration
How to run an event attendance report
How to create event badges
Registering a speaker for an event
Chapter
President
Role description - chapter president
Vice President
Role description - chapter vice president
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
Social media image for insertion into PPT decks at events
Lucidpress training
HBA Membership Video
2020 HBA Fact Sheet
2020 Marketing How Tos
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
General information for programming DALs
Event content guidelines
Planning an HBA event
How to open an event for registration
How to run an event attendance report
How to create event badges
Post-event surveys
Registering a speaker for an event
How to create a bit.ly link for event promotion
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
Expense form
Department and GL Accounts
Sponsorship documentation and processing
Centers of Excellence
Corporate Relations COE
Role Descriptions
Corporate Relations Organizational Chart
Role description - corporate relations COE president
Role description - ambassador regional director
Role description - business development regional director
Role description - corporate engagement regional director
Role description - CR committee chair
Role description - CR liaison
Role description - operations and insights regional director
Resources
Initial training and HBA Central offerings
Corporate Relations initial training and onboarding
Corporate Partner Packages
Corporate Partner applications
Flagship sponsorship and advertising with HBA
Sales resources
HBA Sales Guide - the value selling process
HBA Pitch Deck
CR initial outreach email template
How to process a Corporate Partnership
How to process a sponsorship
Corporate engagement resources
How to join/renew as a Corporate Partner prepaid member
Lunch and Learns
HBA Central account management
Ambassador Program training
Ambassador Program Overview
Corporate Partner Benefit Definitions
CP Membership Benefit
Access to pre-recorded webinars
CP alignment with local chapter
Connection to relevant affinity groups
Ability to pre-purchase WOTY tables/seats
Rising Star and Luminary designations
Discount on ACE Award submission fee
ACE Award debrief consultation
Access codes for Career Conversations
Ability to form an HBA Ambassador program
HBA referrals and connections
Passes to 3BC
Company logo on HBA website
HBA CP "welcomes"
Advertising on the HBA website
Midyear and Annual Reviews
Corporate Partner key dates
Engagement COE
Role descriptions
Role description - engagement COE president
Role description - engagement excellence regional director
Role description - engagement regional director
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
Volunteer Engagement Tools
Volunteer Awards Guide
Letter to awardee template
Volunteer Award Certificate Template
Engagement COE Onboarding Session
Marketing and Communications COE
Marketing regional director role descriptions
Role description - marketing and communications COE president
Role description - regional director, communications
Role description - regional director, marketing
Role description - regional director, social media and PR
Voices of HBA video series
Business growth
Inclusion
Professional enrichment
Radical hospitality
Volunteer info-graphics
Volunteer info-graphic series
HBA PowerPoint template
Brand Guidelines
Lucidpress training
HBA "message from the regional chair" deadlines
HBA Membership Video
2020 HBA Fact Sheet
2020 Social Media Strategy
2020 About the HBA PowerPoint presentation
2020 Global Marketing Plan
2020 Regional and Chapter Marketing Roles and Responsibilities
2020 Marketing How Tos
Programming COE
Regional director role descriptions
Role description - programming COE president
Role description - programs operational excellence regional director
Role description - affinity group regional director
Role description - mentoring regional director
Event planning tools
2020 program planning tool
Action verbs for developing learning objectives
Event materials - development list
Event planning checklist - educational events
Event-planning checklist - networking events
Onsite staffing resources
Event sponsorship
How to create event badges
Mentoring
Mentoring Program Resource Directory
Committee Structure & Roles
Mentoring Program Roadmap
Set Up Form (US)
Mentoring Functional Calls
June Functional Call
May Functional Call
April Functional Call
March Functional Call
February Functional Call
January Functional Call
About the HBA deck
Post-event surveys
2019 Programming Functional Calls
Dec. 12 Functional Call
2019 October Functional Call
2019 August Functional Call
2019 July Functional Call
Registering a speaker for an event
2020 Functional Calls
COVID-19 Call
January Functional Call
February Functional Call
March Functional call
April Functional Call
May Functional Call
July Functional Call
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
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?
GoToMeeting - Licenses for regional and chapter use
HBA regional maps
Marketing
HBA "message from the regional chair" deadlines
Event digest email
HBA marketing and communications channels
How to request an eblast to be sent
HBA Style Guide
About the HBA brand - messaging
HBA logos
HBA Membership Video
2020 HBA Fact Sheet
2020 Marketing How Tos
Engagement
What is a Lunch and Learn?
How to run a membership report
Process for Filing an Open Role
Programming
Planning an HBA event
How to open an event for registration
How to run an event attendance report
How to create event badges
Onsite event volunteers
HBA Speaker Agreement
Registering a speaker for an event
Corporate Relations
HBA Corporate Partners
Corporate relations terminology
How to process a Corporate Partnership
Event sponsorship processing procedures
Finance
HBA expense form
HBA Invoice Request Form
COVID-19
Virtual programming in the age of COVID-19
Virtual educational event setup
Virtual networking events
Virtual engagement events
Virtual event sponsorship guidance
Helpful guidance for managing your events and teams during COVID-19
Five Ways to Create Better Engagement During Virtual Events