Chapter Leader Roles
The chapter leadership board is comprised of five required elected positions, five optional elected positions and a number of advisory roles appointed by the elected leaders. The board provides strategic direction, leadership planning and administration to support congregational and community service teams.
View each role below for specific training and resources. For resources pertaining to the entire chapter leadership board, see Resources for All Chapter Leaders.
To get started, view the New Volunteer Leader Orientation webinar (20 min.) and its corresponding handout (PDF, 95K).
Required Elected Positions
Open AllClose All- President
-
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, 79K).
- Role description on CHIP – A high-level description of the role.
- Understanding Your Role (PDF, 356K) – A more in-depth guide to your role.
- Road Map to Success (PDF, 186K) – A year-at-a-glance checklist of tools, steps and resources.
- Chapter Planning Template – 2012 (Word, 115K) | (PDF, 120K)
- Chapter Planning Facilitator Guide – 2012 (PDF, 583K)
- Conducting Year-End Audit of Chapter (PDF, 51K)
- Vice President
-
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, 43K).
- Role description on CHIP – A high-level description of the role.
- Understanding Your Role (PDF, 380K) – A more in-depth guide to your role.
- Road Map to Success (PDF, 290K) – A year-at-a-glance checklist of tools, steps and resources.
- Inviting elected officials to chapter activities (PDF, 74K)
- Financial Director
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.
About the Role
- Financial director/assistant financial director role-specific training webinar (25 min.) and handout (PDF, 59K).
- 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, 249K) – A year-at-a-glance checklist of tools, steps and resources.
Chapter Finances
- Chapter Depository Authorization (bank signature card) & Security Questions Request (PDF, 754K)
- Registering for Online Banking (PDF, 274K)
- 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, 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)
- Records Director
-
The chapter records director provides leadership to the administrative functions of the leadership board.
- Records director role-specific training webinar (19 min.) and handout (PDF, 50K).
- Role description on CHIP – A high-level description of the role.
- Understanding Your Role (PDF, 524K) – A more in-depth guide to your role.
- Road Map to Success (PDF, 311K) – A year-at-a-glance checklist of tools, steps and resources.
- Chapter Meeting Planner (Word, 83K) – Includes an agenda and chapter minutes form.
- Director of Congregational Advocates
-
The director of congregational advocates encourages continual advocacy for Thrivent Financial and its mission to support members, their congregations and communities.
About the Role
- Director of congregational advocates role-specific training webinar (18 min.) and handout (PDF, 48K).
- Understanding Your Role as a Director of Congregational Advocates (PDF, 151K)
- Road Map to Success (PDF, 249 K) – A year-at-a-glance checklist of tools, steps and resources.
- Online Resources for Director of Congregational Advocates (PDF, 184 K)
New Congregational Advocate Training
- Thrivent Financial sends a welcome email to each new congregational advocate.
- A Congregational Advocate Resource Guide (25923KIT) is automatically mailed to each new congregational advocate.
- Work with your Lutheran Engagement Team to ensure that new congregational advocates receive training:
- Getting Started Facilitator's Guide (PDF, 309K)
- Understanding Your Role as a Congregational Advocate (PDF, 151K)
Congregational Advocate Recruitment
Note: To learn more about the congregational advocate role, please see the For Congregational Advocates page.
Optional Elected Positions
Open AllClose All- Assistant Financial Director
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.
About the Role
- Financial director/assistant financial director role-specific training webinar (25 min.) and handout (PDF, 59K).
- 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 Finances
- Chapter Depository Authorization (bank signature card) & Security Questions Request (PDF, 754K)
- 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, 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)
- Communications Director
-
The chapter communications director supports service teams and the chapter as he or she communicates with the public.
- Communications director role-specific training webinar (20 min.) and handout (PDF, 56K).
- Understanding Your Role (PDF, 202K)
- Role description on CHIP.
- Road Map to Success (PDF, 276K)
- Visibility Toolkit
- Chapter Communications (PDF, 55K)
- How to Create a Chapter Mailing (PDF, 453K)
- Community Service Team Director
-
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, 47K).
- Understanding Your Role (PDF, 222K)
- Role description on CHIP.
- Road Map to Success (PDF, 249K)
- Events Director
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 (18 min.) and handout (PDF, 47K).
- Understanding Your Role (PDF, 190K)
- Role description on CHIP.
- Road Map to Success (PDF, 248K)
- 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)
- Forms to help service teams plan, conduct, report and publicize their activities.
- Youth Director
-
The chapter youth director looks for opportunities to involve youth in chapter and service team activities.
- Youth director role-specific training webinar (19 min.) and handout (PDF, 53K).
- Understanding Your Role (PDF, 190K)
- Role description on CHIP.
- Road Map to Success (PDF, 247K)
 |
Download
Adobe Acrobat Reader (needed to view .pdf files) |