Resources for All Chapter Leaders
The following resources will help chapters leaders learn about roles and responsibilities, activities and programs, and financial planning to help make your chapter successful. For specific information and resources about each chapter leader position, see Chapter Leader Roles.
Getting Started
- Chapter Leader Materials Binder (PDF 893K) – A tool for chapter leaders to organize materials and find additional resources online. Item No. 21128KIT.
- How to Create a My Thrivent Account (PDF, 3M) – Available to order via the Thrivent Order System, Item No. 26257. Pocket to hold cards 26186 and 26087 included.
- How to Access Chapter Leadership Administration (PDF, 228K)
Roles and Responsibilities
- Quick Guide to Chapter Leadership Board Roles (PDF, 31K)
- Responsibilities of Leadership Board (PDF, 92K)
- Road Map to Success (PDF, 247K)
Tutorials
- Administration Overview – Learn how to access and navigate in the Chapter Leadership Administration area.
- Requesting Funds and Reporting Activity Results Online – Learn about the Care Abounds in Communities® program and how to request funding and report results for activities.
- Website Training Session
- Website Tips – Handout referenced in Website Training Session
Need to Know and How-tos
- Chapter Planning Template – 2012 (Word, 115K) | (PDF, 120K)
- Chapters of Excellence Program – 2011 (PDF, 118K)
- Chapter Dashboard Quick-Reference Guide (PDF, 191K) – Previous month's data will be available by the fifth working day of the current month.
- Chapter Leadership Board Activity Review Process (PDF, 33K)
- Chapter Communications (PDF, 55K)
- How to Create a Chapter Mailing (PDF, 453K)
- How to Order Supplies (step-by-step instructions) (PDF, 176K)
- Managing and Reporting Chapter Operating Funds (PDF, 302K)
- Purpose Driven Guidelines Knowledge Aid (PDF, 374K)
- Recruiting Chapter Leaders (PDF, 103K)
- Reporting Election Results (PDF, 181K)
- Visibility Toolkit
Activities – Planning and Conducting
- Activity Plan Worksheet (Excel, 220K) – Template to help plan and conduct educational and member social activities.
- Educational Activity Planning Checklist (PDF, 180K)
- Educational Activities Idea Starters and Best Practices (PDF, 41K)
- Member Social Activity Planning Checklist (PDF, 192K)
- Member Social Activities Idea Starters and Best Practices (PDF, 37K)
- Register an Event
- Posting Your Chapter Events on Thrivent.com (PDF, 439K)
- Forms to help service teams plan, conduct, report and publicize their activities.
Activities – General
- Activity Type Comparison Chart (PDF, 40K) – High-level comparison of charitable, educational and member social activities.
- Inviting Elected Officials to Chapter Activities (PDF, 74K)
- How to Report Locally Supported Activities (PDF, 120K)
Chapter Programs
- Thrivent ChoiceSM Tools & Resources
- Care Abounds in Communities® (PDF, 63K)
Chapter Finances
- Chapter Depository Authorization (bank signature card) and Security Questions Request (PDF, 1M)
- Conducting Year-End Audit of Chapter (PDF, 51K)
- Explanation of Chapter Summary Report (PDF, 75K)
Chapter Operating Funds
- Chapter Expense Reimbursement Request (PDF, 754K)
- Managing and Reporting Chapter Operating Funds (PDF, 105K)
- Managing Chapter Operating Funds (online tutorial) – Learn how to track and report your chapter operating funds expenses.
- Operating Funds Excel Spreadsheet Template (Excel, 22K)
- Using the Operating Funds Excel Spreadsheet Template and Sample Spreadsheet (PDF, 165K)
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