Chapters 2.0 Task Force

Final Report - June 2018

Ad Hoc Task Force Results

Defining Success – complete 

Results: Success measures and principles used by all 2.0 task forces to guide their work 

Regional Executives – complete

Results: Clearly defined role of RE, RE2 and RE3, consistent selection process adopted by all regions

Unified Data Set – complete


  • Value Proposition: Create and maintain a unified data set to support, enable, and measure chapter success 
  • Enhanced/expanded data to assist chapters leaders in data-driven decisions, better understanding of their members and potential members, and to drive value  
  • Build dashboards during F19 as we gather data through Cvent

Administrative Support – complete

Results:  Guiding principle of reducing administrative burden → recommendation and decision to adopt one centralized event management system — Cvent. All chapters and regions will be up and running on Cvent for F18-19 chapter year. Final recommendation includes future standardized website and webinar platforms.

Defining Local – complete


  • “Local” defined as:
    • Local is the glue between members and HFMA
    • Nurtures the relationship and creates connectivity with our members
    • Provides opportunities for developing strong peer relationships
    • Attaches relevance to national issues to support local implementation
  • Trends and takeaways from chapter interviews:
    • Greater opportunity for collaboration across regions and chapters
    • Boundaries create silos – metrics are driven by silos
    • Create more flexibility at the local level

Education Programming – complete


  • Recommendations:  Developed National Education Committee (Chaired by Michelle Brandt, Maryland Chapter) a national committee as a resource to chapters to assist in planning and developing content to be customized at the local level and delivered and to recommend topics and speakers, delivery methods, and assist in communication
  • Clarifications:
    • Committee volunteers are not just advisory, but a proactive/interactive role as well as advisor to individual chapters
    • Be sensitive to local speaker/sponsorship relationships when identifying speakers
    • Improve and expand toolkits; create “how to” videos and marketing templates
    • Establish success metrics:  engagement, quality of programming

Governance/Leadership – complete

Results:  Review the Power Point Presentation from the Fall Presidents Meeting

  • Guiding Principles
    • Existing chapters and regions will determine if there is a need to redesign their geographic area to better serve member needs and create meaningful volunteer opportunities and experiences
    • Not one size fits all – organic, evolutionary process
    • Use CAT-like facilitation to work with regions/chapters to discuss potential benefits, review local market needs, SWOT analysis, planning at FPM 2018

Leadership Training – complete

Results:  Reviewed roles, responsibilities and competencies, developed cross-walk to current training, identified gaps and recommends:

  • Training for volunteer leaders on how to recruit and engage volunteers in different ways – “focus-volunteers”, community team members and subject matter experts
  • Toolkits/job aids for RE’s and chapter leaders to take LTC education back to their chapters/communities
  • Develop an assessment for volunteers to identify leadership development opportunities based on the competency framework  

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