PRESIDENT

The President provides vision and direction for the chapter, supporting the other Board members and Directors in carrying out their roles. The President represents the chapter in the community and seeks to advance the growth of the chapter and its members. 

President Role & Responsibilities:

  • Acts as the primary liaison with ICF Global.Ensures that the membership and the Executive are informed about, and current on, ICF Global initiatives.

  • Prepares Board Agenda for and facilitates monthly Board meetings with member input.

  • Represents Chapter at Regional and International Leadership Forums.

  • Sets overall Board direction to enable priority Chapter Activities, scope and boundaries.

  • Welcomes new Chapter members .

  • Acts as primary contact with other members of the Executive team and support them, when needed, as they fulfill their portfolio duties.

  • Chairs all ICF-SA Chapter events including, special events, monthly executive meetings and the annual general meeting.

  • Maintains contact with our members through President’s messages and other communication as required.

  • Represents the Chapter in the larger community and act as chapter spokesperson with the media and other organizations.

  • Spearheads the succession planning process and sustainability of the Chapter’s leadership.

  • Contributes to a chapter annual report and Chapter Activity Report to Global ICF.

  • Assists the President Elect and nominating committee in identifying and recruiting other Board Members

Minimum Qualifications:

  • Be a member in good standing of ICF

  • Have an ICF credential (PCC or higher)

  • Reflect the spirit, training, credentials and integrity of the coaching profession


PRESIDENT-ELECT - Vacant

The role of President-Elect is to familiarize the office holder with the obligations and duties of the President. The President-Elect shadows the President in all board functions and takes on assignments delegated by the President and within the purview of his/her responsibilities.  The President-Elect role is the first of a 3-year commitment. The second year you succeed to the position of President, and the third year take on the role of Past President. You will collaborate closely with the President to learn ICF San Antonio chapter leadership and nonprofit governance.  

President-Elect Role & Responsibilities:

  • Become familiar with the obligations and duties of the President.

  • In lieu of the President, represent the President at ICF San Antonio events and meetings.

  • Hold the overview/big picture with the President of what's going on with ICF San Antonio, the Board, and the membership.

  • Stay abreast of new information, emerging trends, vision, strategic objectives of ICF Global and updates the board on critical areas of interest to the members.

  • Partner with the President on strategy, visioning, and brainstorming.

  • Actively support fulfillment of short-term goals and the long-term strategic plan, providing backup and ensuring follow-through.

  • Solicit input and create agenda for each board meeting.

  • Attend functions, including chapter luncheon, workshops, socials and special events within the chapter, in the region, and sponsored by ICF-Global.

  • Complete assignments delegated to the President-Elect, such as: 

  • Leading ad hoc committees.

  • Supporting the board committees.

  • Actively participate in board meetings, annual Board planning retreat and annual meeting

  • Review Board meeting materials before the meeting.

  • Remain up to date with the Policies & Procedures Manual and the Bylaws, and guide revisions as the board grows and evolves.

  • Attend monthly board meetings and other related meetings (e.g. strategic planning) as necessary.

  • Complete other duties as they arise.

Minimum Qualifications:

  • Be a member in good standing of the International Coach Federation.

  • Have an ICF credential (PCC or higher).

  • Reflect the spirit, training, credentials and integrity of the coaching profession.

TREASURER - Vacant

The Treasurer oversees financial matters for the chapter.  This is dependent on a strong collaboration with other ICF San Antonio board members, meaning, the Treasurer does not own the budget or any spending decisions, other than those explicitly stated in the Treasurer duties below.  Rather, the Treasurer will consult collaboratively with other board members on their specific segments of financial responsibility.

Treasurer Role & Responsibilities

  • Attend monthly board meetings.

  • Lead the board-wide annual budgeting discussion at the start of each fiscal year 

  • Maintain the chapter’s financial records. 

  • Pay all chapter vendors and service providers, including member expense reimbursements, with the close involvement and approvals of board member(s) responsible for the expenditure.  This also includes ongoing fees for technology and other online services (for example, QuickBooks Online, Zoom Communications, etc.).

  • Ensure protocol is followed in securing IRS W9 forms where necessary, and mailing IRS 1099 forms as appropriate once per year.

  • Be present, or delegate responsibility, for “at the door” registration payments at ICF San Antonio events.

  • Contract with tax accountant, and support with appropriate documentation, to file annual IRS requirements.

  • File required updates around first of each year with state and federal governmental entities (e.g. tax exempt status filing with state). 

Minimum Qualifications:

  • Be a member in good standing of the International Coach Federation. 

  • An ICF credential is preferred. 

  • Reflect the spirit, training, credentials and integrity of the coaching profession


DIRECTOR OF PROGRAMMING

The Director of Programming is responsible for organizing chapter educational events, including luncheon speakers/programs, workshops, and supplemental webinars. The Director of Programming recruits speakers for monthly events and manages the budget for the  event.

Director of Programming Role & Responsibilities:

  • Attend monthly board meetings.

  • Plan diverse program for ICF San Antonio monthly events, designed to provide personal and professional development opportunities for members.  

  • Source guest speakers and ensure that speakers deliver value and uphold the profession of coaching.

  • If desired, recruit and engage a Programs Team to help with finding speakers, topics and logistics.

  • In collaboration with the Programs Team, find speakers for monthly meetings.

  • Regularly meet with Programs Team to plan and execute monthly educational events.

  • Ensure that all logistics are executed for meetings, including:

    • Duplicating handouts for attendees

    • Coordinating with the venue to communicate headcount and AV needs, 

    • Coordinate communication activities, such as newsletter copy or website text, with the Director of Communication

    • Communicating with speaker to communicate our needs and fill their needs

    • Gift card for speaker

    • Evaluations of the meeting and gathering feedback

Minimum Qualifications:

  • Be a member in good standing of the International Coach Federation. 

  • An ICF credential is preferred. 

  • Reflect the spirit, training, credentials and integrity of the coaching profession.

DIRECTOR OF MEMBERSHIP - Vacant

The role of the Director of Membership is to grow ICF San Antonio membership through new member enrollment and member retention. The Director of Membership spearheads consistent outreach out to members and creates a culture of welcome. 

Director of Membership Roles and Responsibilities:

  • Create an annual strategy around member retention and member enrollment.

  • Create and communicate monthly reporting around membership progress.

  • Create and communicate monthly new members and new member credentials for recognition by the community.

  • Set up, oversee, and manage a Welcome Committee, including meet and greet at Chapter events and calling each new member to welcome them to the ICF San Antonio.

  • Respond to member and new member inquiries and comments in a timely manner. 

  • Mange welcome table at ICF San Antonio events, preparing name tags and ensuring sufficient   support to manage the table.

  • Contact members whose membership has expired, to discover reasons for not renewing.

  • Attend monthly board meetings and other related meetings (e.g. strategic planning) as necessary.

Minimum Qualifications:

  • Be a member in good standing of the International Coach Federation. 

  • An ICF credential is preferred. 

  • Reflect the spirit, training, credentials and integrity of the coaching profession.

DIRECTOR OF DIGITAL MARKETING & COMMUNICATIONS 

The Director of Marketing designs the communication strategy for the chapter as well as oversees the creation of the specific communication pieces for email, social media and the icfsanantonio.org website.  This role is actively engaged with creating visibility for ICF San Antonio events and the profession of coaching in our city. 

Director of Marketing Roles and Responsibilities:

  • Develop strategies to promote ICF San Antonio events including: monthly learning events; campaigns to promote professional coaching to external organizations and to the public; annual membership drives and special events including coaching week. 

  • Write and distribute newsletters and announcements which excite participation in the Chapter and drive event attendance.

  • Update the website and respond to member inquiries. 

  • Manage social media; Facebook, LinkedIn, Instagram and Twitter accounts. 

  • Manage the underlying systems that keep the Chapter’s membership list up to date in a central spreadsheet and on the website and email service.

  • Maintain a list of non-members who ask to receive messaging from ICF San Antonio to  ensure that this list is in compliance with anti-spam legislation.

  • Attend monthly board meetings and other related meetings (e.g. strategic planning) as necessary.

Minimum Qualifications:

  • Be a member in good standing of the International Coach Federation. 

  • An ICF credential is preferred. 

Reflect the spirit, training, credentials and integrity of the coaching profession.

DIRECTOR OF DEVELOPMENT - Vacant

The Director of Development coordinates the chapter’s relationships with other entities and expands the awareness of the chapter in the community. This role is focused on creating strategic partnerships for ICF San Antonio with other organizations. 

Director of Development Role and Responsibilities:

  • Develop a strategic plan for the chapter’s alliances based on chapter values, mission, and priorities for the year, in consultation with the board.

  • At the board’s direction, prioritize and deploy key relationships such as:

    • Nonprofit and governmental organizations and agencies where members can provide pro bono coaching, especially for projects connected to International Coaching Week. 

    • Professional associations and business organizations such as SAHRMA, ATD chapters, and chambers of commerce. 

    • Local government and school districts. 

    • Partnerships with local businesses. 

    • Relationships with other ICF chapters and the ICF Southeast Regional Advisory Council of chapter leaders. 

  • Recruit and support representatives to act as liaison with each agency, organization, or business in the strategic plan. Representatives could be:

    • Coordinator for pro bono coaching initiatives

    • Lead contact for each professional association

    • Coordinator of business outreach

  • Secure sponsorship and support efforts to solicit sponsorship for chapter events.

  • Attend chapter functions regularly and act as chapter representative in interactions with members and guests.

  • Attend monthly board meetings.

Minimum Qualifications:

  • Be a member in good standing of the International Coach Federation. 

  • An ICF credential is preferred. 

  • Reflect the spirit, training, credentials and integrity of the coaching profession.

SECRETARY

The Secretary records and maintains the current filing of the Board Proceedings of the ICF San Antonio Chapter. As the custodian of corporate records, the secretary of the board is the keeper of organizational records such as bylaws, contact lists, and financial data.

Secretary Role & Responsibilities:

  • Capture minutes for all official ICF San Antonio board meetings, facilitate board member review and approval within 14 days of meeting. Then post the final revised and approved notes on board Google Drive.

  • Attend all chapter board meetings. If unable to attend, arrange for coverage of note-taking function for meeting minutes.

  • Serve as the signing officer. This designation gives her/him  the authority to sign documents, such as contracts, checks and credit applications, on behalf of the organization. 

  • Maintain record of attendees to events in Constant Contact.

  • File continuing education programs with ICF for credits.

  • Issue certificates for the CEU’s to the participants.

  • Help with organizing and planning ICF San Antonio events.

  • Monitor the chapter’s virtual mailbox service for physical mail.

  • Provide new officer roster to ICF Global each March.

  • Facilitate annual update signatories for chapter’s  bank account each March, adding new officers who are to spend funds from account. 

  • Compile, edit and submit ICF Chapter Annual Activity Report to ICF Global, typically early in the 4th quarter each year.

  • Maintain chapter’s Google Drive folders and files in an orderly fashion. 

Minimum Qualifications:

  • Be a member in good standing of the International Coach Federation. 

  • An ICF credential is preferred. 

  • Reflect the spirit, training, credentials and integrity of the coaching profession



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