Welcome to your Chapter Leader Toolkits! These toolkits contain a wealth of resources, tools and guidance to help chapter officers implement new programs aimed at stronger member engagement. They will help you with recruitment, programming, effectively managing your chapter’s finances and will streamline processes to minimize the effort it takes to get things done. These templates and worksheets will continue to evolve and improve as we receive feedback.
Chapter Specialist Support Teams
Chapter Specialist Support Teams have been created to provide direct support in key areas, providing solutions and sharing resources as needed. These teams will support:
Marketing and Communications
Technology
Programming
Education
Membership
Chapter Leadership: The Responsibilities and Dynamics of Serving as an Officer
Financial Development
Does your chapter need help in a particular area of support? Please submit you request here.
August Membership Dashboard 2024
The-Board-Team-Handbook 2024
November 1, 2021 Webinar: How To Be a Board Without Being Bored
How to Export Member Data in ONCARD
Click here to view the
Chapter Management Handbook
Please click on the ˇ to expand the menu associated with each of the topics listed below.
Chapter Leadership Newsletters May 2024 November 2023 Articles October 2023 Articles July 2023 April 2023 Chapter Leader Profiles Leadership Training for All Officers Indiana Jones and the Quest to Find Resources on the AGO Website Management and Governance Webinar: Chapter Operating Procedures Word Document: Recommended-Chapter-Operating-Procedures_2023-10 Sample Chapter Operating Procedures Certificate-of-Appreciation-for-Chapter-Leader Webinar: The Benefits and Challenges Serving as Dean Chapter Officer Installations Sample-Board-Meeting-Consent-Agenda Elections and Voting Procedures Descriptions of Officer Responsibilities and Supporting Documents Responsibilities Serving as Dean AGO Member Communities Structure – learn more about this new member community option for extra small chapters that are struggling. Membership: Recognize and Renew using ONCARD Webinars: Updating the Officer Roster Chapter Membership Dues Reconciliation & Income Records Membership Recruitment and Engagement Recruitment Recruitment in a Box Webinar Creating a Community to Grow Volunteers by Building a Leadership Pipeline Success Stories in Recruiting and Retaining Young Organists AGO Chapter Flyer**Please download and save, in order to insert your chapter information. Download the digital new membership brochure here: AGO Membership Brochure. Renewing Members
Programming Monday, June 3, 2024 Webinars Monday, June 3, 2024 Officer Training for Sub-deans: Chapter Program Ideas for the Upcoming Year Re-Igniting, Re-Imagining and Re-Emerging from COVID-19 Program Budget Worksheet Finance Webinars The Top Four Things Your Chapter Must Do to Be Financially Responsible Handout of Budget Financial Statement Examples There Must Be 50 Ways to Raise Some Money Robust Chapter Scholarships Technology
Communications Webinars The Power of Publicity: Promote Your Chapter Events Through Media Relations Responsibilities of the Newsletter Editor Social Media Resources How to Use Facebook Stories How to Target Audiences in Facebook
Organizing Collaborative Events
Chapter Directories and Member Privacy
Operating Procedures Summary
Are You Ready for Officer Transitions
How Writing Paper Checks Can Expose You to Fraud and Theft – The Wall Street Journal May 25 2023
March 2023
February 2023
January 2023
November 2022
October 2022
September 2022
August 2022
July 2022
June 22
May 22
April 2022
March 2022
February 2022
January 2022
November 2021
October 2021
September 2021
August 2021
July 2021
June 2021
May 2021
April 2021
March 2021
February 2021
January 2021
November 2020
October 2020
September 2020
August 2020
July 2020
June 2020
May 2020
April 2020.
March 2020
February 2020
January 2020
Presented by Elizabeth George, Director of Member Engagement and Chapter Development
PDF: Recommended-Chapter-Operating-Procedures_2023-10
Brooklyn Chapter Operating Procedures Rev2018-09-18 (Small Chapter)
San Diego AGO chapter Operating Procedures Adopted 1-16-18 (Medium Chapter)
Chapter Policies for San Diego AGO – approved May 2018 (Medium Chapter)
St. Louis Chapter Operating Procedures (Medium Chapter)
Boston Chapter Operating Procedures 22.06.30 (Large Chapter)
Chapter Liability Insurance Information
Chapter Leader IRS Filing Resources
Fox Valley Policy Travel Subsidy for AGO Conventions
Karl Bruhn Speaking Points October 30
Benefits and Challenges of Being a Chapter Dean SH presentation
Webinar Handout Resources for Chapter Deans and Chapter Leadership
Webinar: Now Is the Time to Form Your Chapter’s Nominations Committee
Handouts:
Recommended-Chapter-Operating-Procedures_2018-01_updated-2021-11
Chapter Elections-March to June
Chapter Election_What-To-Do-When
Election Balloting
The-Value-and-Benefits-of-Serving-as-a-Chapter-Leader
Responsibilities of Serving as Sub-Dean
Responsibilities of the Registrar or Membership Coordinator
Duties of the Chapter Education Coordinator
Responsibilities of the Treasurer
The Value and Benefits of Serving as a Chapter Leader
Building-a-Leadership-Pipeline
Sample Board Meeting Consent Agenda
Certificate of Appreciation
Strategic Plan Template
Strategic Planning Exercise
Updating the Officer Roster
Everything You Need to Know About Using ONCARD
Presented by Molly Davey, AGO Membership Coordinator
Tour of Chapter Administration Handout
ONCARD Revenue Reconciliation Webinar Slides 2020-10-9
Chapter Dues Reconciliation 2
Presented by Molly Davey, AGO Membership Coordinator, and
Eric Birk, Executive Assistant
Responsibilities of the Registrar_Membership Coordinator
How to access ONCARD to Pull Member Reports
New Member Welcome Email_Letter
Sample script_new member welcome phone call
Sample script to recognize new members at a chapter program
Creating-a-Chapter-Ambassador-Program
Handout
Sample Letter to Clergy
Please contact J.W. Arnold, jwarnold@agohq.org to select the design of a pop-up display and a template for name badges to use at your programs and events.
Building a Community Handout
Leadership Pipeline Volunteer Tracking
Presented by deans of the Los Angeles, Denver Rocky Mountain and Central North Carolina chapters.
Suggestions for Growing and Strengthening Your Chapter
AGO SAN DIEGO IN-SPIRE
Follow up Email to Prospective Member
Sample Postcard_Letter_Email Prospect Follow up
Sample Letter to Clergy
To request hard copies, please contact Phylicia Ross, 212-870-2311, ext. 4321. Email
AGO Chapter Logos: Please contact J.W. Arnold, jwarnold@agohq.org
Chapter Officer Training: Programming
Presenters, Linda Mack, John Sullivan and Elizabeth George
Programming Ideas for the Upcoming Year Handout
Panel discussion with officers who are in charge of programming representing extra-small, small, medium and large chapters.
Presented by the Committee on Membership Development and Chapter Support with chapter leaders who participated in the breakout sessions during the 2021 AGO Leadership Conference share their chapter’s creative programming.
Program Evaluation Survey
Program Budget Worksheet
ZOOM-CHECK-LIST
Program Evaluation Survey
Creating a Spectrum of Events that Teach, Reach and Spark Innovation
Programming Resources and Guidelines
2019-2020 Tulsa Chapter Program Flyer (2)
Chapter Programming Ideas
Key Responsibilities Serving as Chapter Treasurer
Presented by the Chapter Specialist Support Finance Team
Handout: Key Responsibilities Serving as Treasurer
Handout of Budget Financial Statement Examples
Handout
Banking Issues for Chapters
Presented by Eric Birk, Executive Assistant, American Guild of Organists
Handout
Presented by John Dixon, AGO Councillor for Finance and moderated by AGO Executive Director James E. Thomashower, CAE. This webinar was designed to assist chapter leaders in learning best practices for raising money to support chapter programs and activities. Handout
Presented by the AGO Task Force for Gender Equity, whose mission is to bring more women into the Guild and to attract a new generation of young women organists. Hear from a panel of chapter leaders who have successful scholarship programs and learn how they promote their programs and discuss opportunities to attract more female organists to participate.
Robust Chapter Scholarships Handout
Social Media Marketing for Chapters
Presented by Michelle Klima Thomas
Handout
Presented by J.W. Arnold
The Power of Publicity Handout
The Do-Re-Mi’s of Website Design
Presented by the AGO Technology Committee, this webinar covered creating, posting and the importance of keeping your website up-to-date. Handout.
Chapter Newsletters – What to Include
Requesting AGO Mail Lists
Maximizing Social Media
How to Use Instagram Stories
How to Use Facebook Live
How to Use Instagram Live
How to link an Instagram Account to a Facebook Page
How to Boost a Post on Facebook?
How to Create a Business Facebook Page
Maximizing Social Media
Core Audiences
Custom Audiences
Lookalike Audiences
How to Place Facebook Pixels
How to Run Ads in Facebook’s Ads Manager
