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HBA Foundational Onboarding

HBA Basics (4)

  • History of the Organization
  • HBA's Mission, Vision and Core Values
  • HBA's Mission in Action
  • HBA Think Tank

What HBA Does (10)

  • Signature Events (3)

  • In-Person Events
  • Virtual Events
  • Affinity Groups
  • Mentoring Program
  • See More

HBA Organization (6)

  • How HBA works (1)

  • Volunteer Organizational Components
  • HBA regional and chapter structure
  • Functional Matrix
  • Functional Responsibilities
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Volunteer Fundamentals (5)

  • Volunteer Resources
  • Building your committees
  • Career Advancement Through Leadership
  • Volunteering and Your Career
  • Volunteer Culture

2025: Setting Up For Success (1)

  • 2025 HBA Member Leader Orientation

Articles

2026 Leadership Institute - Annual Volunteer Orientation
2026 HBA Leadership Institute is an orientation for member leaders that sets context for the year ahead by sharing the state of the HBA, CEO priorities, and key shifts in the healthcare and volunteer landscape. It provides a detailed overview of m...
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  • Home
  • Glossary
  • HBA Foundational Onboarding
    • HBA Basics
      • History of the Organization
      • HBA's Mission, Vision and Core Values
      • 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
    • 2026 Leadership Institute - Annual Volunteer 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
      • 2026 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 expenses
      • 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
                • Member Welcome Center
                • Letter to Manager for HBA Membership
                • HBA Member Orientation
              • Membership experience department overview
            • Volunteer Experience
              • Volunteer experience department overview
              • Volunteer Recruitment
                • Volunteer Application Review
                • 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
            • Brand Guidelines
            • HBA "message from the regional chair" deadlines
            • HBA Membership Video
            • Marketing and communications department
            • HBA Style Guide
            • Marq (Lucidpress) Training
            • 2026 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
            • 2026 HBA "By the Numbers" Data
          • 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
                • Office Closures and Key Dates (Please note this will continuously updated, so check back in)
                • 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
            • 2026 About the HBA Slide 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
            • Memorandum of Understanding
        • HBA EMEA Q1 2026 Town Hall
      • 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
                  • 2026 About the HBA Flyer
                • Marketing
                  • 2026 HBA "Message From the Regional Chair" Deadlines
                  • Weekly Event Digest Email
                  • Targeted Mailing Requests
                  • HBA Style Guide
                  • HBA logos
                  •  HBA Membership Video
                  • 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
                  • Expenses and Invoice payments
                  • 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
                  • Updated HBA Language and Narrative Changes
                  • HBA Central Finance Department Policies
                  • Mediation
                    • Overview
                    • Mediation Details
                    • Mediation Process
                    • Role and Authority
                    • Conflict of Interest
                    • Appendix I: Procedures for HBA Board Member Removal
                  • Charitable Event Guidelines
                  • CEO Request Form – Purpose & Guidelines
                • 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
                  • Global Ambassador 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 & 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
                    • ALC Presenters and Coaches
                • HBA Messaging Architecture Toolkit
                • 2025 HBA Narrative
                • Share and Collaborate in a Marq Asset
                • 2025 HBA Annual Conference Social Media Toolkit for Member Leaders
                • 2025 HBA Marketing and Communications Forum Slide Decks
                • HBA Marketing and Communications Forum​ - October 2025