Chapter Leader Roles

The chapter president demonstrates leadership to the chapter board, which provides strategic direction, leadership planning and administration support to congregational and community service teams.

• President role-specific training webinar ( 17 min.) and handout (PDF, 85K)
• Role description on CHIP – a high-level description of the role
• Understanding Your Role (PDF, 95K) – a more in-depth guide to your role
• Road Map to Success (PDF, 55K) – a year-at-a-glance checklist of tools, steps and resources
• Conducting Year-End Audit of Chapter (PDF, 51K)

The chapter vice president provides leadership in the absence of the president. The person may be well-prepared to seek election to the presidency once the incumbent steps down. The vice president works with the communications director to invite elected officials to chapter activities and leads the Nominating Committee for identifying future chapter leaders.

• Vice president role-specific training webinar ( 17 min.) and handout (PDF, 51K )
• Role description on CHIP – a high-level description of the role
• Understanding Your Role (PDF, 74K) – a more in-depth guide to your role
• Road Map to Success (PDF, 55K) – a year-at-a-glance checklist of tools, steps and resources
• Inviting elected officials to chapter activities (PDF, 74K)

The financial director, along with the assistant financial director (an optional elected role; if applicable), plays a significant role in maintaining financial records for the chapter leadership board.

• Financial director/assistant financial director role-specific training webinar ( 23 min.) and handout (PDF, 81K)
• Understanding Your Role (PDF, 378K) – a more in-depth guide to your role
• Role description on CHIP – a high-level description of the role
• Road Map to Success (PDF, 55K) – a year-at-a-glance checklist of tools, steps and resources

• Chapter Depository Authorization (bank signature card) & Security Questions Request (PDF, 293K)
• Conducting Year-End Audit of Chapter (PDF, 51K)
• Explanation of Chapter Summary Report (PDF, 75K)

• Chapter Expense Reimbursement Request (PDF, 754K)
• Managing and Reporting Chapter Operating Funds (PDF, 302K)
• 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)

The chapter records director provides leadership to the administrative functions of the leadership board.

• Records director role-specific training webinar ( 15 min.) and handout (PDF, 53K)
• Role description on CHIP – a high-level description of the role
• Understanding Your Role (PDF, 74K) – a more in-depth guide to your role
• Road Map to Success (PDF, 55K) – a year-at-a-glance checklist of tools, steps and resources

The director of congregational advocates encourages continual advocacy for Thrivent Financial and its mission to support members, their congregations and communities. Note: To learn more about the congregational advocate role, please see the "Congregational Advocates" box on the For Congregational Advocates page.

• Director of congregational advocates role-specific training webinar ( 17 min.) and handout (PDF, 55K)
• Role description on CHIP – a high-level description of the role
• Director of Congregational Advocates Resource Kit

• Welcome letter template for new congregational advocates (Word, 33K)
• Training Congregational advocates
  • Video webinar ( 10 min.) and handout (PDF, 87K) - a resource to help prepare you to provide the initial
    training for congregational advocates.
  • Congregational advocate training session
    • PowerPoint presentation (PPT, 224K)
  • Leader's guide #25922 (PDF, 1.2 MB)
  • Congregational Advocate Resource Kit
• Recruiting congregational advocates
  • Congregational advocate recruitment newsletter article (Word, 28K)

The chapter communications director supports service teams and the chapter as he or she communicates with the public.

• Communications director role-specific training webinar ( 21 min.) and handout (PDF, 60K)
• Understanding Your Role (PDF, 295K)
• Role description on CHIP
• Road Map to Success (PDF, 66K)
• Visibility Toolkit
• How to Create a Chapter Mailing (PDF, 453K)

The chapter community service team director supports community service teams by encouraging them to form and initiate activities to qualify for funding through the Care Abounds in Communities® program which supports individuals, families and qualified not-for-profit institutions. The person plays a significant role in working to increase member engagement and growth.

• Community service team director role-specific training webinar ( 17 min.) and handout (PDF, 56K)
• Understanding Your Role (PDF, 164K)
• Role description on CHIP
• Road Map to Success (PDF, 55K)

The chapter events director works with the chapter leadership board and, in some cases, the Lutheran Engagement Team (LET) to determine appropriate recognition and events sponsored by the chapter leadership board.

About the role

• Events director role-specific training webinar ( 17 min.) and handout (PDF, 54K)
• Understanding Your Role (PDF, 95K)
• Role description on CHIP
• Road Map to Success (PDF, 55K)
• 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.

The chapter youth director looks for opportunities to involve youth in chapter and service team activities.

• Youth director role-specific training webinar ( 18 min.) and handout (PDF, 53K)
• Understanding Your Role (PDF, 108K)
• Role description on CHIP
• Road Map to Success (PDF, 55K)

The chapter leadership board may appoint one or more advisors to assist the chapter in its operations.

• Financial Representative Advisor
• Internet Advisor
• Past President Advisor
• Program Advisor