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CHAPTER PLAYBOOK

Chapter President


The President has the overall responsibility for the Chapter’s success by building a team of leaders to accomplish its immediate and long-term goals. By working closely with the President-Elect and Chapter Staff, the President ensures a strong future and continuity for their Chapter. Duties of the Chapter President include:

  1. Formulating goals through strategic planning with the board.
    1. Goals should include strategies for Membership, Advocacy and Programs.
    2. These goals should then be routinely followed up with throughout the year.
  2. Building a team.
    1. Appoint and be an ex officio member of all standing and special committees of the Chapter.
    2. Strong leadership, vision and management are necessary for the smooth operation and forward motion the Chapter must have to serve the membership and survive.
    3. As the Chapter’s leader, you must project your excitement about the Chapter and its goals to motivate and mobilize your leadership team.
    4. Work together with your Chapter Executive Director who brings experience and continuity to your Chapter and make sure they have a clear job description so that everyone's expectations are met.
    5. Delegate—Identify, recruit, train and empower other leaders to serve where they are most passionate.
    6. Conduct an orientation session at or before the first board meeting to clearly explain responsibilities and resources.
  3. Representing the Chapter to the members, the public, the media and NAIFA.
  4. Presiding at all meetings of the Chapter, the board, etc.
  5. Reviewing the Chapter Bylaws annually.
  6. Identifying and implementing services to meet the needs of the membership.
  7. Responding to requests from NAIFA and/or directing Chapter Staff to do so.
  8. Appointing a Governance Committee.
Position Competencies
  • Decision Making
  • Strategic Thinking
  • Business and Operations Management
  • Collaboration
  • Project Management
  • Trust
  • Conflict Resolution
  • Leadership Development
  • Public Speaking/Presenting