At their Nov. 11 meeting, the Regional Executive Council discussed and approved the Chapter Balanced Scorecard (CBSC) for the 2013-14 DCMS year. Highlights of the discussion included changes to the Certification goal and to the weights for Member Satisfaction and Days Cash on Hand, as well as a change to the Threshold Performance Level (TPL) for both the 2012-13 and 2013-14 DCMS year. The Council also agreed to grandfather all chapters for the Chapter Board Composition goal for 2013-14.

The 2013-14 CBSC Goals Comparison to 2012-13 is available in the Chapter Reports and Reporting Tools section of the Chapter Leader Resources site. (For more information on how CBSC goals are set, see the article Feedback: Answers from the Volunteer Satisfaction Survey-Part 3.)

Education. The education goal will remain at the lesser of 15.9 hours per member or 0.5 percent growth; and, as in prior years, this goal will be revisited during the June 2013 Regional Executive Council meeting once the final education hours have been compiled for the 2012-13 DCMS year. The 2013-14 weight remains at 30 points.

Membership. The goal remains at the equivalent of the HFMA overall projected FY14 membership count (in FY14 a slight increase is anticipated-similar to this year's 0.4 percent growth). The weight will remain at 20 points.

Member Satisfaction. The Member Satisfaction goal will remain the same as last year's; however the Council modified the weight from its current 15 points to 20 points. Council members voted to increase the weight of this goal as an indicator of the level of service a chapter delivers to its members and its importance in driving membership retention.

Certification. The council maintained the 30 point weight, and changed the alternate goal. To achieve the certification goal, the percentage of certified members must equal or exceed the May 1 HFMA average with an alternate goal of five percent improvement over the previous year's certified member percentage. The improvement number must be at least one member. The new alternate goal is based on exams passed-similar to the Award of Excellence goal-versus exams taken. The council explained that the new goal would:

  • Place an emphasis on exams passed rather than exams taken
  • Encourage chapters to maintain progress toward achieving the HFMA average
  • Remove the penalty for chapters who had a successful push for certification in previous year.

Days Cash on Hand. The goal remains at 150-600 DCOH. Chapters with more than 600 DCOH can still receive points for this goal if they meet both the Education and Member Satisfaction goals. The council dropped the weight for this goal from 10 points to 5 points.

DCMS On-time Reporting. The goal to meet all DCMS chapter requirement due dates and to report all education events and newsletters within the quarter in which they occurred remains the same, as does the weight of 5 points.

Board Composition. The Council voted to retain this metric and the 5-point weight. The council also voted to continue to grandfather all chapters for the 2013-14 DCMS year. All chapters will automatically receive 5 points. This allows chapters more time for succession planning for subsequent years.

Threshold Performance Level (TPL). The Council approved maintaining the TPL at 60 points; however, the council removed the requirement that chapters who score at the TPL must write a Chapter Advancement Plan. Only chapters who score below the TPL will be required to write a Chapter Advancement Plan. The council also made this change retroactive to the 2012-13 CBSC.

Putting the CBSC into Action

The 2013-14 CBSC is the foundation for chapter planning for the upcoming DCMS year. Presidents-elect can start their chapter planning on the right foot by urging their leadership team to participate in the Jan. 31 chapter leadership webinar (rescheduled from Feb. 6), Successful Planning for the 2013-14 DCMS Year-Part 1. The webinar will prepare the incoming leadership team to:

  • Understand the key changes to CBSC for 2013-14
  • Incorporate the CBSC elements and targets into your strategic planning processes
  • Understand how the Program Planning Tool assists in developing your Chapter Education Program

Additional Planning Assistance

Chapter leaders can get additional planning assistance during the following webinars:

If you have questions about the CBSC, please contact your regional executive or a member of the chapter relations team.

Publication Date: Thursday, November 29, 2012