Need New Ideas for Chapter Plans and Activities?
Maybe you’re looking for ways to improve your chapter members’ industry performance. Maybe you need help making the most of your chapter budget. Or maybe you need help planning more effective chapter activities. Whatever it is, the CPCU Society is here to help. Check out the following planning resources:

Chapter Guides and Planning Resources
The following resources are available to assist chapter leaders in the planning of their chapter activities:

View the list of 2009-2010 Chapter Governor Assignments (doc) to see which governor is assigned to your chapter.

Chapter Best Practices Guide (pdf)

Chapter Budget Templates (Excel)
Blank Template
Sample Template

Chapter Financial Management Guide (pdf)

Chapter Leader Guide (Administrative Manual) (pdf)

Chapter Leader Form (doc)

Officer Installation (doc)

Conferment Best Practices (doc)

12 Essential for High Performance Chapters (doc)

Best Practices for Marketing Your Chapter (doc)

Best Practices of Planning (doc)

CE Credit Filing Service Available (doc)

Chapter Health Checklist (doc)

Chapter Activities Schedule and Worksheet (doc)

Chapter Supplies (pdf)

Developing Your Chapter Plan for Achievement (doc)

Key Chapter Planning Dates (doc)

Leadership Transition Checklist (doc)

Marketing-Communications Chapter Event Checklist (doc)

Sample Chapter Action Plan Worksheet (doc)

Sample Chapter Mission Statement (doc)

Unpaid Member Letter (doc)