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
- How to Register on Thrivent.com (PDF, 275K)
- 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, 57K)
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.
Need to Know and How-tos
- Chapter Planning template – 2010 (Word, 196K) | (PDF, 119K)
- Chapters of Excellence Program – 2010 (PDF, 89K)
- Chapter Dashboard quick-reference guide (PDF, 104K) – Previous month's data will be available by the fifth working day of the current month.
- Chapter Leadership Board Activity Review Process (PDF, 33K)
- How to Create a Chapter Mailing (PDF, 453K)
- How to Order Supplies step-by-step instructions) (PDF, 114K
- Managing and Reporting Chapter Operating Funds (PDF, 302K)
- Recruiting Chapter Leaders (PDF, 103K)
- Reporting Election Results (PDF, 181K)
- Visibility Toolkit
Activities – Planning and Conducting
- Activity Plan Worksheet – template to help plan and conduct educational and member social activities (Excel, 220K)
- Educational Activity Planning Checklist (PDF, 56K)
- Educational Activities Idea Starters and Best Practices (PDF, 41K)
- Member Social Activity Planning Checklist (PDF, 65K)
- Member Social Activities Idea Starters and Best Practices (PDF, 37K)
- Forms to help service teams plan, conduct, report and publicize their activities.
Activities – General
- Activity type comparison chart – high-level comparison of charitable, educational and member social activities (PDF, 40K)
- Inviting elected officials to chapter activities (PDF, 74K)
- Locally Supported Chapter Activities (PDF, 294K)
- Reporting Net Funds Raised (PDF, 63K)
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, 293K)
- 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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