Affiliate Guidelines & Roles
LOCAL AFFILIATE
To deliver a consistent and quality member experience throughout the state, members in local
affiliate areas could be organized under one of the following models, which are based on the size
of the community, or alternative models can be developed, based on local needs and preferences.
Affiliates do not have formal boards and formal leadership positions like a Treasurer and
President.
• Smaller Local Affiliate: Allows members in smaller population centers to organize under the NAIFA
banner as an affiliate group to network and share ideas and offer programming. Should have a
minimum of three volunteer leaders willing to serve on the state chapter’s Membership, Advocacy and
Programs teams.
• Larger Local Affiliate: Provides members in larger population centers with access to more
frequent and structured programming. Recommended size of a larger affiliate group is 50+ members. A
larger affiliate group should have a minimum of five volunteer leaders. Four of the leaders would
serve on statewide Membership, Advocacy (both PIC & PAC) and Program teams, with the fifth
volunteer serving as the affiliate leader.
Local Affiliate Swim Lane
• Working through the state chapter, develop face-to-face programs in a local area to fulfill our
mission to enhance the business and professional skills of members
• Working through the state chapter, implement advocacy programs developed by NAIFA and your state
chapter
necessary to fulfill our mission to advocate for a positive legislative and regulatory environment
for our members
• Working through the state chapter, promote NAIFA membership, NAIFA programs, state chapter
programs and local
affiliate programs
• Promote the ethical conduct of members
• Provide volunteers to support state leadership teams or committees working on advocacy,
membership and professional development and training programs
AFFILIATE LEADERSHIP ROLES & RESPONSIBILITIES
AFFILIATE LEADER OR CHAIR
This position has overall responsibility for recruiting volunteers and building the team of leaders
in their area, ensuring that the affiliate has representation in membership, advocacy and programs
and that volunteers are participating. If the affiliate would like to hold social events or secure
sponsorships, the chair is responsible for recruiting coordinators to carry out those duties and
ensuring the goals of the affiliate are achieved. The chair will report to a state board member
(president, president elect, immediate past president), participating in phone calls to report what
is working well in their area, sharing ideas and staying up to date with what is happening around
the state.
MEMBERSHIP COORDINATOR
The Membership Coordinator is responsible for building a team of volunteers to help recruit and
retain members in their area. This position will work closely with the State Membership Chair,
participating in conference calls. The membership coordinator is responsible for:
1. Serve on the state Membership Team
2. Ensuring all lapsed members are followed up with by someone in the area
3. Ensuring that new members are actively being recruited throughout the year
4. Executing an engagement program to welcome and engage all members
PAC FUNDRAISING COORDINATOR
The IFAPAC Coordinator is responsible for helping the state meet fundraising goals to support both
state and federal
candidates. This position will work with the State PAC Coordinator to track progress throughout the
year. The PAC coordinator is responsible for:
1. 1. Serves on the state PAC Fundraising Team
2. Coordinating fundraising campaigns to solicit support and contributions
3. Ensuring all area members have signed their IFAPAC Member Directive
GRASSROOTS INVOLVEMENT COORDINATOR
The Grassroots Involvement Coordinator is responsible for getting members involved in the political
process and ensuring that relationships are built between members and all area elected officials
(state and federal). Duties include:
1. Serve on the state Grassroots Involvement Team
2. Communicating APIC information and news to affiliate members
3. Involving your affiliate members in federal legislative issues at the direction of NAIFA’s
Government Relations
Committee, including encouraging timely responses to NAIFA GovAlerts
4. Cultivating individual relationships with legislators by:
5. Inviting members of Congress, state legislators and other elected officials to address the
membership at area meetings
6. Providing opportunities for state and federal candidates to address the membership
7. Encouraging affiliate members to participate in the State Day on the Hill or Congressional
Conference
8. Planning additional opportunities for members to meet with legislators or candidates
PROGRAMS COORDINATOR
The Programs Coordinator is responsible for serving on the state programs committee, planning
events around the state, promoting NAIFA professional development opportunities and securing
speakers to provide members with quality education and programs throughout the year. The Programs
Coordinator will serve as the “host” of events in their area, with duties including:
1. Serve on the state Affiliate Programs Team (or State Programs Team)
2. Helping with logistics such as finding a local venue for events
3. Helping promote events to affiliate members
4. Recruiting a volunteer coordinator to line up volunteers for events (greeters, registration,
etc.)
5. Present the proposed program for the upcoming chapter year to the affiliate team outlining
topics, speakers, panel discussions, case studies, etc.
6. Obtain speaker biographical data and pertinent information on the topic and forward this to the
appropriate committee or person to advertise the event
7. Confirm with the speaker the meeting date, time, place, audiovisual equipment needs or special
arrangements
8. Maintain a file of records and correspondence to pass on to successor at the close of the
chapter year
To deliver a consistent and quality member experience throughout the state, members in local
affiliate areas could be organized under one of the following models, which are based on the size
of the community, or alternative models can be developed, based on local needs and preferences.
Affiliates do not have formal boards and formal leadership positions like a Treasurer and
President.
• Smaller Local Affiliate: Allows members in smaller population centers to organize under the NAIFA
banner as an affiliate group to network and share ideas and offer programming. Should have a
minimum of three volunteer leaders willing to serve on the state chapter’s Membership, Advocacy and
Programs teams.
• Larger Local Affiliate: Provides members in larger population centers with access to more
frequent and structured programming. Recommended size of a larger affiliate group is 50+ members. A
larger affiliate group should have a minimum of five volunteer leaders. Four of the leaders would
serve on statewide Membership, Advocacy (both PIC & PAC) and Program teams, with the fifth
volunteer serving as the affiliate leader.
Local Affiliate Swim Lane
• Working through the state chapter, develop face-to-face programs in a local area to fulfill our
mission to enhance the business and professional skills of members
• Working through the state chapter, implement advocacy programs developed by NAIFA and your state
chapter
necessary to fulfill our mission to advocate for a positive legislative and regulatory environment
for our members
• Working through the state chapter, promote NAIFA membership, NAIFA programs, state chapter
programs and local
affiliate programs
• Promote the ethical conduct of members
• Provide volunteers to support state leadership teams or committees working on advocacy,
membership and professional development and training programs
AFFILIATE LEADERSHIP ROLES & RESPONSIBILITIES
AFFILIATE LEADER OR CHAIR
This position has overall responsibility for recruiting volunteers and building the team of leaders
in their area, ensuring that the affiliate has representation in membership, advocacy and programs
and that volunteers are participating. If the affiliate would like to hold social events or secure
sponsorships, the chair is responsible for recruiting coordinators to carry out those duties and
ensuring the goals of the affiliate are achieved. The chair will report to a state board member
(president, president elect, immediate past president), participating in phone calls to report what
is working well in their area, sharing ideas and staying up to date with what is happening around
the state.
MEMBERSHIP COORDINATOR
The Membership Coordinator is responsible for building a team of volunteers to help recruit and
retain members in their area. This position will work closely with the State Membership Chair,
participating in conference calls. The membership coordinator is responsible for:
1. Serve on the state Membership Team
2. Ensuring all lapsed members are followed up with by someone in the area
3. Ensuring that new members are actively being recruited throughout the year
4. Executing an engagement program to welcome and engage all members
PAC FUNDRAISING COORDINATOR
The IFAPAC Coordinator is responsible for helping the state meet fundraising goals to support both
state and federal
candidates. This position will work with the State PAC Coordinator to track progress throughout the
year. The PAC coordinator is responsible for:
1. 1. Serves on the state PAC Fundraising Team
2. Coordinating fundraising campaigns to solicit support and contributions
3. Ensuring all area members have signed their IFAPAC Member Directive
GRASSROOTS INVOLVEMENT COORDINATOR
The Grassroots Involvement Coordinator is responsible for getting members involved in the political
process and ensuring that relationships are built between members and all area elected officials
(state and federal). Duties include:
1. Serve on the state Grassroots Involvement Team
2. Communicating APIC information and news to affiliate members
3. Involving your affiliate members in federal legislative issues at the direction of NAIFA’s
Government Relations
Committee, including encouraging timely responses to NAIFA GovAlerts
4. Cultivating individual relationships with legislators by:
5. Inviting members of Congress, state legislators and other elected officials to address the
membership at area meetings
6. Providing opportunities for state and federal candidates to address the membership
7. Encouraging affiliate members to participate in the State Day on the Hill or Congressional
Conference
8. Planning additional opportunities for members to meet with legislators or candidates
PROGRAMS COORDINATOR
The Programs Coordinator is responsible for serving on the state programs committee, planning
events around the state, promoting NAIFA professional development opportunities and securing
speakers to provide members with quality education and programs throughout the year. The Programs
Coordinator will serve as the “host” of events in their area, with duties including:
1. Serve on the state Affiliate Programs Team (or State Programs Team)
2. Helping with logistics such as finding a local venue for events
3. Helping promote events to affiliate members
4. Recruiting a volunteer coordinator to line up volunteers for events (greeters, registration,
etc.)
5. Present the proposed program for the upcoming chapter year to the affiliate team outlining
topics, speakers, panel discussions, case studies, etc.
6. Obtain speaker biographical data and pertinent information on the topic and forward this to the
appropriate committee or person to advertise the event
7. Confirm with the speaker the meeting date, time, place, audiovisual equipment needs or special
arrangements
8. Maintain a file of records and correspondence to pass on to successor at the close of the
chapter year
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