SLIDE 1
APhA-ASP Chapter Advisor Workshop
Joyce O’Brien
Senior Director, Membership
Regina Bethea
Director, Membership Operations Saturday, March 29, 2015
SLIDE 2 National Dues Collection 2014
Last Spring 2014, online join/renew process for all chapter members launched. Goal: Improve Online Processes for Chapter Advisors
- Ability to update dues amounts
- Access to chapter membership/dues reports
- Ability to assign chapter positions
SLIDE 3 National Dues Collection 2015
New Goals: Improve (fine-tune) Online Processes for Chapter Advisors and increase utilization!
- Ability to update dues amounts once a year
- Access for advisor and/or designee to chapter membership/dues
reports along with trends and non-renewed/new member lists with clearer descriptions.
- Simplify the File Upload process
- Ability to assign chapter positions
- Provide a Chapter Advisor Calendar
SLIDE 4
Ability to Update Dues Online…
…now only once a year (January thru Feb 15) !! Fewer requests for information as well as minimize errors from multiple changes at different times of the year!
SLIDE 5
Ability to Update Dues Online…
…now dues update message added with concrete deadline.
SLIDE 6
Access to Chapter Reports…
…for advisors and their designee (chapter administrator). …separate from your profile. …share the load!
SLIDE 7
Access to Chapter Reports…
SLIDE 8
Access to Chapter Reports…
…new report description table on report menu screen to make finding the right one easier. …access to dues, counts, and annual and monthly trends. …downloadable non- renewed and new member lists.
SLIDE 9
Access to Chapter Reports…
SLIDE 10
Access to Chapter Reports…
SLIDE 11
Access to Chapter Reports…
…access to dues, counts, and annual and monthly trends. …downloadable non- renewed and new member lists.
SLIDE 12
Simplify File Upload Process…
…by verifying renewals using a downloaded member file with the information you need! Minimize errors, expedite processing, and guarantee rebate dollars. …by adding new member information in a simple spreadsheet.
SLIDE 13 Assign Chapter Positions…
…but, let the chapter leaders handle it!
right student leaders receive communications. Volunteer leadership remains on student records…forever!
SLIDE 14 National Dues Reimbursement 2015
New Goals: Improve (fine-tune) Chapter Reimbursement Process
- Reimbursement checks mailed and EFTs transmitted on time.
January, June, October, November, December and rebates in February.
- Synchronized notification of available dues reimbursement
reports. * Student refund requests for chapter/state dues are denied once the reimbursements are made.
SLIDE 15 Chapter Advisor Calendar
January
- Online Dues Update process January thru February 15. Respond to dues
confirmation email by Feb 20.
- Online Spring Drive/HPSO survey completed by February 15
- Chapter reimbursement for December enrollments and reimbursement report
- nline by Jan 31.
- NAPLEX Review Questions Section of PharmacyLibrary becomes available for
current year graduating student members – access available through 10/31 February
- Chapter Administrative Allowances ($3/$1) sent to chapters by February 28.
SLIDE 16 Chapter Advisor Calendar
March
- Start Online Enrollment for Spring Drive
- Spring Drive membership materials sent to Chapter Advisor by mid-March (includes
paper enrollment forms)
- APhA Annual Meeting and Exposition
- Current chapter officers should begin transition process for next year’s officers
April
- Spring Drive Week officially begins second week in April
- Update Executive Committee Members Online – Deadline before April 30
- Mail printed enrollment forms with payment for processing
SLIDE 17 Chapter Advisor Calendar
May
- May 1ST Spring Drive Ends
- May 1ST HPSO insurance starts for final year students
June - July
- Chapter reimbursements for Jan.- May and reimbursement report online by June 30
- APhA-ASP Summer Leadership Institute
- Chapter Presidents submit membership goals for upcoming school year
- Chapter Advisor work with Chapter leaders to get ready for membership
recruitment and plan for the upcoming school year
SLIDE 18 Chapter Advisor Calendar
August - September
- Online enrollment begins first week of August
- Fall Drive membership materials mailed to Chapter Advisor by mid-August.
- September 1st Fall Drive begins
October
- Mid- Year Regional Meetings begin
- October 15th deadline to receive $3 rebate
- Chapter reimbursements for June - September enrollments and reimbursement
report online by October 31
- October 31st deadline for NAPLEX and PharmacyLibrary Questions
SLIDE 19 Chapter Advisor Calendar
November
- Chapter reimbursements for October enrollments and reimbursement report
- nline by November 30
- November 8th deadline for chapters to receive $1 rebate
- NAPLEX Review Book ordering announced via email
December
- Chapter reimbursements transmitted by mail/electronically for November
enrollments and reimbursement report online by December 31
SLIDE 20
APhA-ASP Chapter Advisor Workshop
Joyce O’Brien
Senior Director, Membership jobrien@aphanet.org
Regina Bethea
Director, Membership Operations rbethea@aphanet.org
