What every seat actually does

President

Sets the theme, the strategy and the KPIs for the year, then makes sure the board hits them.

Goals

• Reach the chapter's annual KPIs in line with the three year plan

What the job looks like

• Select the theme for the year
• Set the strategy and KPIs for the year, in line with the three year plan
• Work with the incoming board so each chair has their own KPIs and strategy that ladder up to the chapter's
• Understand each board member's personal goals for the year and help them get there
• Design a leadership program for the board
• Work with the Chapter Manager to keep governance on track

President Elect

Backs up the president this year and runs the chapter next year.

Goals

• Be ready to step into the president seat with the plan already in hand

What the job looks like

• Support the president and cover the seat when they are unavailable
• Sit in on strategy and budget decisions so next year does not start cold
• Begin recruiting and interviewing the following year's board
• Attend the leadership training EO runs for incoming presidents

Governance Chair

Owns the bylaws, the conduct process and the chapter's compliance with EO Global policy.

Goals

• Keep the chapter compliant with its own bylaws and with EO Global policy
• Resolve conduct issues quickly, fairly and confidentially

What the job looks like

• Oversee the Chapter Conduct Committee and keep it staffed and trained
• Receive and triage governance complaints, and decide whether the committee investigates, the board handles it, or it escalates to the Regional Governance Director
• Report investigations to EO Global through the intake and closeout forms
• Review the chapter bylaws annually against EO Global requirements and oversee amendments
• Educate new members on non-solicitation, confidentiality, harassment and the code of conduct, and where to find them
• Serve as the liaison between chapter leadership and the Regional Governance Director

Who fits: Best suited to a tenured member, often a past president. A legal background is not required. A steady, neutral, empathetic read on people is.

Finance Chair

Builds the budget, holds the board to it, and keeps the chapter's reserves healthy.

Goals

• Give every chair a clear budget and expectation before their term starts
• Maintain a healthy reserve for the chapter
• Monitor budget against actuals and adjust with the board to keep the year on track
• Meet every compliance and fiduciary obligation, including state and federal filings and EO Global requirements

What the job looks like

• Meet with each chair to understand what their area needs for the year
• Build a conservative chapter budget, and a budget per chair, from the strategic plan
• Hold the rest of the board accountable to their budgets
• Keep accurate records, including accounts receivable and accounts payable
• Report regularly: budget versus actual, P&L, balance sheet, cash flow, cash in bank and reserves

Membership Chair

Fills the funnel. Finds, educates and closes the members who belong here.

Goals

• Hit the new member goal set with the board at the Strategy Summit

What the job looks like

• Build and run a business development plan to identify, educate and close applicants who meet EO and chapter criteria, with attention to diversity of gender, industry and age
• Work member referrals, award lists and member LinkedIn networks for candidates
• Flag potential members to the Trifecta (Membership, Engagement, Forum) early so welcome and Forum placement are ready
• Present at the membership introduction day
• Monitor conversion through the funnel against board targets

Member Engagement Chair

Owns retention. Knows where every member is on their journey and moves them along it.

Goals

• Meet the retention goal set with the board at the Strategy Summit
• Give new members a smooth landing into the chapter
• Keep tenured members engaged with care and incentives aimed at them specifically
• Understand every member's journey and steer them on a targeted path

What the job looks like

• Attend and welcome new members at the new member dinner after Forum training
• Build and run the retention strategy, including tenured members and member families
• Connect members to each other wherever there is a reason to
• Track member satisfaction and renewal intent, and report it to the board
• Work with the Trifecta (Membership, Engagement, Forum) on incoming members and Forum placement timing
• Check in with new members by call or at events and offer help where it is needed
• Keep interaction notes on members in the CRM

Forum Chair

Gets every member into a Forum and keeps those Forums healthy.

Goals

• Train and place every member in a Forum within 90 days of joining
• Keep moderators and moderator elects Forum trained
• Hold every Forum to Forum health best practice
• Give members looking for a different Forum experience real options
• Launch new Forums when intake outgrows current capacity

What the job looks like

• Hold moderator breakfasts at least quarterly, and keep moderators current on chapter, area, regional and global initiatives between them
• Stay close to Forum issues through regular moderator contact, and support Forums working through them
• Work with the Trifecta (Membership, Engagement, Forum) on intake timing so placement is not late
• Select Forums for new member placement and work with the moderator on integration
• Manage Forum implosions and member Forum changes
• Seed new Forums when the current ones are at capacity

Learning Chair

Builds the calendar of events members cannot get anywhere else.

Goals

• Design a diverse learning calendar and promote it well in advance
• Deliver a calendar that rates in line with the board's goals from the Strategy Summit
• Deliver once-in-a-lifetime events and experiences
• Attract member and Forum attendance in line with the board's goals

What the job looks like

• Plan a diverse calendar with at least one event a month, in line with the board's theme
• Reach out to speakers and negotiate date, time and price
• Hand the events team a detailed brief: speaker contact, day and time, guest availability and invitation copy. Once that handover is done, a proven checklist covers the rest of the logistics and promotion
• Trade speaker success stories with other chapters
• Work with the rest of the board on event ideas, locations, speakers and topics
• Recruit a committee for the chapter retreat and deliver it
• Cross promote events with other chapters
• Join regional speaker tours where the speaker fits the chapter

Marketing & Communications Chair

Runs everything the chapter says, inside to members and outside to prospects.

Goals

• Drive member participation in chapter events and programs through clear, frequent communication
• Generate leads for the chapter in line with the three year membership growth plan
• Keep everything on-brand against the EO Global brand guidelines

What the job looks like

• Build an internal communications strategy tied to the chapter's goals, aimed at engagement and participation
• Produce content for newsletters, email, social and the website with support from the admin team
• Segment the membership and tailor communication to each group
• Plan and run campaigns promoting events, programs and membership
• Develop external content: blogs, member stories, video, imagery
• Work media outlets on member and chapter stories worth telling
• Build and run the external lead generation and nurture system
• Manage the marketing budget across channels and campaigns
• Set KPIs and report on them: attendance, retention, open and click rates, social engagement, survey feedback

Strategic Alliance Partnership Chair

Brings in the partners, and makes sure both sides actually get value.

Goals

• Recruit new cash and in-kind partners in line with the board's goals
• Keep current partners by making sure both the partner and the members are getting something out of it

What the job looks like

• Identify, educate and close partners who can deliver real value to members and see a return themselves
• Keep in regular contact with interested prospects
• Negotiate rates and inclusions
• Activate contracts with the board and staff so partner benefits are live
• Host a partner lunch twice a year to check on relationship health
• Get partners to events and make the introductions
• Bring ideas from other chapters to the board at the Strategy Summit

Mentorship Chair

Recruits the mentors and mentees, pairs them, and keeps the pairs working.

Goals

• Recruit mentors and mentees for the annual intake and pair them
• Maintain the health of every pair through the program

What the job looks like

• Recruit strong participants through the wider entrepreneurship community
• Match mentees and mentors into complementary pairs
• Prepare both sides with a training session before they start
• Follow up through the year and step in where a pair needs support
• Close the program with a party for outgoing and incoming participants

MyEO Chair

Gets members running their own MyEO events, groups and Forums.

Goals

• Recruit MyEO champions to create and run MyEO events, Forums and groups
• Build awareness of MyEO activity inside the chapter
• Teach members the MyEO tools available for launching their own

What the job looks like

• Recruit members as MyEO champions in line with the board's goals from the Strategy Summit
• Promote MyEO activities and get members participating

EOA Chair

Runs EO Accelerator: the program, its board, and the path from participant to member.

Goals

• Run a successful Accelerator program, from participant intake through retention
• Deliver a strong Accelerator learning program, including the quarterly learning days
• Track participant growth and move those who are ready toward EO membership

What the job looks like

• Oversee an Accelerator board covering learning, accountability groups, membership and engagement
• Set Accelerator priorities, metrics, strategy and actions with that board at the Strategy Summit
• Meet with the Accelerator board monthly for progress, blockers and clear next steps
• Hold that board accountable to their commitments
• Oversee the Accelerator accountability groups
• Integrate Accelerator participants and EO members through cross event invitations

NextGen Chair

Builds the program for members' kids, and keeps it worth their time.

Goals

• Grow the NextGen Forum and keep it relevant to the participants in it
• Give the next generation their own reason to be part of the EO family

What the job looks like

• Run NextGen programming and events through the year
• Recruit participants and keep them engaged as they age through the program
• Work with the SLP Representative and the wider board so NextGen is part of chapter life, not a side track

Significant Life Partner (SLP) Representative

Makes sure partners and spouses are part of the chapter, not guests at it.

Goals

• Engage SLPs across chapter events and initiatives
• Grow the SLP Forum and keep it healthy

What the job looks like

• Champion SLP participation in chapter events
• Drive awareness of the SLP Forum and support its continuity
• Work with the board so events are built with SLPs in mind from the start

Social Chair

Owns the events with no agenda, where the chapter actually gets to know each other.

Goals

• Deliver a calendar of social events that members bring their partners to
• Hit attendance goals set with the board at the Strategy Summit

What the job looks like

• Plan and run social events across the year, spread across the county
• Work with the Learning Chair so social and learning events complement rather than collide
• Work with the SLP Representative on events built for members and partners together
• Keep the mix varied enough that different members find something worth showing up for