Volunteer
Table of Contents
Table of Contents
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Quick Reference and How-Tos
COVID-19
Home
Glossary
HBA Foundational Onboarding
HBA Basics
History of the Organization
HBA's Core Purpose, Vision and Mission
HBA's Mission in Action
HBA Think Tank
What HBA Does
Signature Events
Annual Conference
European Leadership Summit
Woman of the Year
In-Person Events
Virtual Events
Affinity Groups
Mentoring Program
Honoring Opportunities for Partnerships and Equity (HOPE) Program
Ambassador Program
Building Better Business Connections (3BC)
HBA Organization
Volunteer Organizational Components
HBA regional and chapter structure
Functional Matrix
Functional Responsibilities
Role of HBA Staff
How HBA works
HBA staff
Volunteer Fundamentals
Volunteer Resources
Building your committees
Career Advancement Through Leadership
Volunteering and Your Career
Volunteer Culture
2025: Setting Up For Success
2025 HBA Member Leader Orientation
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
HBA Membership Video
Social Media Strategy
Social media recommendations and best practices
Membership and Volunteer Engagement
General information
Role description - DAL, membership and volunteer engagement
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
Volunteer Engagement Resources
Volunteer Awards Guide
Letter to awardee template
Volunteer Award Certificate Template
Volunteer Recruitment Ideas
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
How to create a bit.ly (shortened) link for event promotion
How to create event badges
How to Pull and Review Event Survey Results
General information for Programming Directors at Large
HBA Events-at-a-Glance
HBA Event 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
Functional Call Recordings
May 2023 Treasurers Call
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
Regional department breakdown
Corporate relations department
Education and events department
Marketing and communications department
Membership experience department
Member value offerings department
Volunteer experience department
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 Recruitment Ideas
Volunteer Recognition
Volunteer Awards
Volunteer Award Certificate and Letter Template
Digital Badges
Award Process at-a-glance
Volunteer experience department
2021 Volunteer Promotional Images
Succession Planning
Positioning and Brand Messaging (members & companies)
Marketing and Communications
Marketing regional director role descriptions
Role description - President, 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
Gather Voices
What is Gather Voices?
HBA/Gather Voices training call
Building a Video Request
Editing a Video
Adding Title/Closing Cards and Logos to Videos
Share/Embed Videos
"About the HBA" Overview deck
Brand Guidelines
HBA "message from the regional chair" deadlines
HBA Membership Video
Marketing and communications department
HBA PowerPoint template
HBA Style Guide
Marq (Lucidpress) Training
HBA Fact Sheet
HBA DE&I Events and HBA DE&I Speaking Out - Social Graphics
Building your committees
Social Media Hashtags
2023 Communications Strategy
Social Media Strategy
HBA Brand Photography
HBA "By the Numbers"
Education, Events, and Member Value Offerings
Event planning tools
General event information
HBA Events-at-a-Glance
HBA Event Types
HBA Event Guidelines
Event speaker management guidance
HBA Leadership Capabilities
How to open an event for registration
Event sponsorship
How to run an event attendance report
How to send additional resources or event recordings
HBA Master Events List
How to cancel or reschedule an event
How to edit an event webpage
How to setup an event series
Annual Educational Theme Resource - 2024
Virtual programming
Virtual educational event setup
Educational Virtual Event Planning Timeline
Virtual networking events
Virtual recruitment events (formerly "engagement events")
Virtual event platform options
Event speaker management guidance
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
How to create event badges
Onsite event resources and volunteer staffing needs
Event FAQs
How far in advance do I need to submit an event to open registration?
When are event reminder emails sent?
My sponsor and/or company logo for an event is incorrect. Can you update it?
I submitted an event/question to HBA two days ago and haven’t received a response.
I’m confused about what I can edit through my event set-up profile before and after an event submission.
Attendees of the event have contacted me saying they haven’t received post-event materials. What should I do?
How can I set my event registration end date for an event, and when does it open?
Can HBA adjust registration times for events?
Why does HBA charge for events, even if I’m getting the space and food for free?
What are HBA’s business hours?
Helpful Resources:
Mentoring
Mentoring Program Resource Directory
Mentoring Committee Structure & Roles
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
Role Description - Mentoring Regional Deputy Director
"About the HBA" Overview deck
Post-event surveys
Education and events department
Member value offerings department
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
2024 Annual Theme and Messaging
Request for Memorandum of Understanding
Global Operating Boards
Role Descriptions
Operating Board Structure
Operating Board Vice President
Operating Board Secretary/Treasurer
Communications and Thought Leadership Committee
Engagement Committees
Expansion and Innovation Committees
Value Committees
Communications and Thought Leadership
Engagement
Expansion and Innovation
Value
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 volunteer email signature
HBA Annual Report
HBA letterhead
"Inside the HBA" archive
About the HBA One-Pager
Marketing
2025 HBA "Message From the Regional Chair" Deadlines
Weekly Event Digest Email
Targeted Mailing Requests
HBA Style Guide
About the HBA brand - messaging
HBA logos
HBA Membership Video
HBA Fact Sheet
Social media recommendations and best practices
2023 Marketing How-To Deck
National Volunteer Week graphic
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
HBA Membership Types
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
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
2026 Planning Resources
2026 Annual Planning and Timeline
Deeper Dive: Budget Planning
Deeper Dive: Annual Awards Planning
Deeper Dive: Program Planning
Deeper Dive: Succession Planning
HBA Policies
Affinity Groups
Corporate Relations
Financial Policies for Volunteers and HBA Components
Leadership Appointments and Terms
Marketing and Communications
Member Pricing
Programming and Events
Recruitment (Member Engagement) Events
Volunteer Recognition
Volunteer Acknowledgement Policies
Conflict of Interest
Confidentiality
Code of Conduct
HBA Central Finance Department Policies
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
Affinity Group Education and Events Director Role Description
Affinity Group Marketing and Communications Director Role Description
Affinity Group Regional Liaison Role Description
Affinity Groups policy
Global Affinity Group Sponsorships
Global Ambassador Program
Program Overview
Ambassador Program Overview and Basic information
Ambassador Learning Center: Impact Workshops and Coaching
Activation Toolkit
GAP Teaser Deck with Quick Start Guide
Add your Ambassador Program Experience to your LinkedIn!
Advisors
Advisor Role Description
Advisor Onboarding
The First 45 Days
Graduation Guidance and resources
Graduation Event Guidance
Amplify Your Program Visibility
Paint the World Purple with HBA promotional items
Certificates of Completion
Digital Badges
Graduation Letter
Celebrate each other with awards
Program Excellence Managers
PEM Role Sheet
PEM Orientation
PEM FAQs
Where do I go for HBA Membership codes?
Does the program term have to align with the partnership term?
What are the Ambassador Awards and when are they given?
When are the 2025 program launch windows and deadlines?
How long does it take to set up to launch?
Where to find the Metrics Assessments?
How to connect my program to the HBA locally?
What's the difference between a PEM and an Account Manager?
Where are the upcoming Launch Windows posted?
HBA GAP Tracker
Module 1: HBA GAP Tracker Overview
Module 2: HBA GAP Tracker Tutorial
Module 3: HBA GAP Metrics Assessments
PEM Process
Step 1: Qualify
Step 2: Intro Discussions
Step 3: Support Launch Needs
Step 4: Regular Check-Ins
Step 5: Re-Launch Discussions
GAP Dashboard
GAP Code of Conduct
GAP Program Policies and Eligibility
GAP Advisors
GAP Program Excellence Managers
GAP Launch Leaders
ALC Presenters and Coaches
HBA Messaging Architecture Toolkit