Home > Societies & Communities > Geographic Activities > Officer Training
![]()
![]()
Welcome to the Chapter Chair Quick Start Training. This training assumes you have been recently elected to the position of Chair of a Technical Society Chapter and want to quickly learn the basics of your position.
As Chapter Chair, you have the best job in the world as you have a dual responsibility to the Technical Society to which you belong and also to the local Section where you reside. In this way, your role has many interesting aspects which you can utilize to provide your Chapter members with rich and varied programs.
Your primary role as Chapter Chair is the development, growth, management, sustainability, and ultimate success of your Chapter of the Technical Society which you represent. The Technical Chapter is also a subset of the related Technical Society (e.g., the Communications Chapter relates to the IEEE Communications Society). That Society is a source of financial support, programs, and other information to support your Chapter activities.
As such, a number of topics have been identified that are important to address in the first 30 days. This training is designed to help you get a technical meeting set up in your first 30 days as Chapter Chair.
In this Quick Start Training Module you’ll learn about.
A Technical Chapter is responsible for providing local programs related to the field of interest to the members in a related Technical Society(ies). These programs can be formal lectures, dinner or lunch meetings, or field trips. There are lots of options.
There may be single Society Chapters, Joint Society Chapters, and Technical Council Chapters. Your Chapter, operating in consort with its parent Society(ies) and the Section, plays a major role in fulfilling the objectives of IEEE.
You should also take advantage of the expertise of your local Section Officers. Ask your Section Chair or Secretary for a list of Section Officers. Of particular interest will be the other Technical Chapter Chairs to help with setting up meetings. The Section SAMIEEE administrator, if there is one, can help you learn how to identify and contact your Chapter members. You should also check with the Section Treasurer to determine if your Chapter has its own financial account. You should also find out if there any Student Branch Chapters of your Society within the Section. You’ll want to contact these Student Branch Chapters to support them and communicate plans.
A personal contact by e-mail, phone, or even a face-to-face would help jump start building key relationships within the Section Executive Committee (ExCom).
You should also get information on who your Chapter members are. If you’re already familiar with SAMIEEE, the member database, you can use it to identify the Society members in your Section, who are also your Chapter members. If you are not familiar with SAMIEEE, contact your Section’s SAMIEEE coordinator to ask for a list of your members.
You’ll be asked to attend and report on Chapter activities, both current and planned, at Section ExCom Meetings. Are there currently other Chapter Officers? Were you asked to serve or appointed by the Section Chair? Elected by members of the Chapter? Many Chapters operate with just a Chair, but if that’s the case for your Chapter, we recommend that you build up your Chapter Executive Committee (covered in standard training).
Chapter Chair Job Description
After you’ve completed the Quick Start Training, review the Chapter Chair job description. As with the Chapter Chair Reference Guide, this is suggested for advanced reading.
Learn More:
Key Points:
Your time is very important. In order to use your time effectively, you need to become familiar with the various forms and tools provided by IEEE which will assist you in maintaining Chapter records and ensuring that the Chapter is compliant with IEEE Policies. Doing this early in your term of office will make it easier to learn the tools and use them throughout your term. Visit the links below and get guidance from the prior Chapter Chair to become familiar with these tools.
Work with other Section/Chapter volunteers to establish an annual calendar. Make sure that all your Section members are informed of dates/topics of these meetings - this can be accomplished using e-Notice distribution tool.
The main tools involve distributing Section meeting announcements, reporting Section activities, reporting Officer changes, documenting meeting minutes, and updating the Chapter Web site.
As a reminder, the minimum requirements for a Chapter:
SAMIEEE
We mentioned SAMIEEE in the first topic as a source of information about your members. This is a member database that is available to you as a Chapter Chair so that you can keep up to date on your Chapter members. An IEEE Account is required for access. You also must be reported by the Section Secretary as the Chapter Chair to access your Chapter member information. Check the links under Learn More for SAMIEEE information and to establish an IEEE Account. This is also a good time to set up an IEEE email alias. The IEEE email alias is generally of the form name@ieee.org. It allows you to be identified as an IEEE member and maintain an email address independent of an ISP provider.
Society Contacts
There is a list of Society Chapter Coordinators. If your Society has a Chapter Coordinator, that person will be able to inform you about resources the Society has to support your Chapter, either financially or with program development.
Chapter Chair Reference Guide
The comprehensive Chapter Chair Reference Guide is recommended for advanced reading after you’ve completed the Quick Start Training as it contains information on a variety of topics.
Learn More:
Key Points:
This is what a Technical Chapter is all about. In this topic, we’ll discuss the types of activities, program resources, setting up activities, and publicizing your program.
Chapter Activities
Chapter activities will normally be within the field of interest of the Society. You can go outside this realm, but for this Quick Start training, we’ll assume you will stick to the field of interest. Activities can take the form of traditional meetings, but they can also be workshops or just networking opportunities. Take this opportunity to brainstorm and outline a number of activities over the first few months.
Program Resources
Where do you go to find program content? Fortunately there are a lot of options and a number of those are listed below:
After you’ve selected a topic, you’ll need to organize the meeting and decide what will work best to present the speaker. You’ll need to determine a facility, a meeting time, and whether to include refreshments or a meal.
Meeting Time
Options include lunchtime or after work meetings and dinner meetings. Make the time suitable for the subject. For example, a Distinguished Lecturer will often fit best with a dinner meeting.
Meeting Location
There are also many location options. A first option that is often easy for the new Chapter Chair is to host the meeting at your workplace. This makes for easy planning and an informal atmosphere. Libraries often have community meeting places and are conveniently located. Talking with other Chapter Chairs can provide some ideas that work in your Section.
Meal/Refreshments
Including a meal requires additional logistics, which may include arrangements with restaurants, requiring reservations, and in some cases, guarantees with a minimum level of attendance. Simple refreshments (e.g., cookies and soda) are easy, and you may be able to secure funding from the Section to support some meetings of this type. With a restaurant meeting, there’s more opportunity to have a networking time with a cocktail period prior to your meal and technical meeting.
Holding the Meeting/Reporting
These topics are covered in more detail in sections below.
Key Points:
Once you have the program and facility taken care of, you want to publicize the activity. There may already be a proven method for publicizing meetings in your Section. Check with the Section Secretary or SAMIEEE coordinator for support with reaching out to your Chapter members. Check with other Chapter Chairs about how they have publicized their activities. Some of the options include:
Who do you want to have at the meeting? Is this a highly technical topic that you believe will only appeal to members of your Chapter? Will it be of interest to the general Section member? Will the general public be interested? Is your meeting room capacity limited? Consider all of these options when deciding on publicizing. Often, particularly in smaller Sections, the Chapter will at least publicize to the entire Section, as there may be people with interest that are not members of your Society.
Learn More:
Key Points:
There are many options for the first meeting depending on what meeting type and program you’ve selected (Topics 3 and 4 above). There are, however, some general guidelines for hosting successful meetings.
Setup
Arrive before your meeting with sufficient time to set up any equipment that may be needed for the meeting. This may be standard AV equipment or specialized demonstration equipment for a technical meeting. It is great peace of mind for a host to not be working on equipment setup when attendees arrive, and it sets a good impression as well. Also, make sure the room is set up to be compatible with the type of program or presentation that will be given and is compatible with the expected number of attendees.
Networking
Have attendees sign in as they arrive and collect any admission as they arrive. It’s a good idea to provide name tags. Note whether attendees are IEEE members or not, as this is needed for your meeting report. Allow social interaction time. An important aspect of IEEE activities and membership is networking. Allow at least 10-15 minutes at the start of the meeting for members and guests to interact before starting the formal program.
Welcome
Start off the meeting with introductions. Assuming you, as the Chapter Chair, are hosting the meeting, introduce yourself and then introduce any other members of the Chapter or Section Executive Committee members that may be in attendance. Depending on the number of attendees and meeting format, you may be able to have the meeting attendees introduce themselves and provide some of their background.
Refreshments or Meal
If you have a dinner meeting, the restaurant or caterer will take over for this portion of the program. If you have time, allow for most attendees to be completed with dessert before starting the program. Allow for the extra commotion of clean-up. This is satisfactory for opening remarks, but not for the main presentation.
Technical Program
Before introducing the speaker, you may want to make short announcements about housekeeping or upcoming programs while you have the full attention of the audience. These items shouldn’t take more than a few minutes to avoid infringing on the speakers time. Obtain introductory information about the speaker prior to the meeting and present the speaker and topic to the attendees. This is the reason everyone came to your event so this is the time to make a great introduction. Now you can relax while your speaker takes over!
Wrap Up
After the speaker finishes, thank them for their presentation and invite a round of applause. Some Chapters and Sections provide speaker gifts at this time. Thank the attendees for coming and, if planned, remind them of your next meeting.
Key Points:
To ensure you get credit for holding a Chapter meeting, a Meeting Report Form, L31 must be filled out. This is a simple process that can be completed online.
Information required is straightforward:
Understanding how meetings are counted is worth understanding. Meetings will be categorized as administrative, technical or non-technical. Normally you will have mostly administrative or technical meetings for a Technical Chapter. If you hold a joint meeting, either with another Technical Chapter, or with the Section, the meeting will count for both Subunits.
At your meeting, you should have identified members vs. non-members and the total number of attendees. After completing the form, copy the Section Secretary and anyone else that your Section has identified by entering their e-mail addresses in the appropriate location. Finish by clicking on “submit.”
Learn More:
Key Points:
Congratulations. Once you have kicked off your term as Technical Chapter Chair with the above Quick Start topics, you have the basic tools to hit the ground running in your role. Your role will evolve after the first 30 days as a critical part of the Section and Chapter, and additional materials will be made available for you to examine after the first 30 days.