Chapter Volunteer Application

Page 1

All questions contained in this questionnaire are strictly confidential and will become part of your volunteer record.

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* 1. To what chapter are you applying?

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* 2. Contact Information

Name

Address

City/Town

State/Province

ZIP/Postal Code

Email Address

Phone Number

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* 3. Please indicate the following

BI Membership Number

Membership Type (Club, Individual, Lifetime)

Stock Selection Guide Tool (Toolkit 6, CoreSSG , SSGPlus)

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* 4. Volunteer Opportunities - Check all that interest you’

Club Support Visits - Makes visit to clubs either in person or online. Presents short education program. Reports visit in Survey Monkey

Communications – Send email communications through approved BI communication system such as Interspire

Editing and/or Writing – Helps write and/or edits letters, messages, e-post cards and chapter bulletins

Local Event Coordinator – Finds local event venue and arranges logistics for event, Reports event in Survey Monkey

Online Event Coordinator – Collects event data to be posted on web page. Reports event in Survey Monkey

Mentor – Answers questions and supports members and clubs who need help

Satellite Support - Works on chapter team to provides support to volunteers in chapter

Secretary/Administration - Recording Secretary - takes Board Mtg minutes; Membership Administrator; Data Administrator…

Social Media – Post events on Social Media such as Facebook

Teacher: Local Outreach Programs – Teaches classes to the public for outreach programs for Money Smart Week, Financial Literacy, and other outreach programs

Teacher: Local Member Education – Teaches education programs for member in person in local satellite area

Teacher: Online Programs – Works with the Online Chapter team teaching webinar classes

Technology: Web Author – Review and update OLC web pages

Technology: Support – Assisting volunteers in various technology support such as GTM/GTW, Microsoft products, web support

Other (please specify)

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* 5. Investment Club HISTORY

Are you a member of an Investment Club? (Yes/No)

Year Joined

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* 6. Club Positions Held?

President

Treasurer

Secretary

Education Chair

Other (please specify)

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* 7. Investment Club Accounting Software Used?

MyIClub Accounting

Club Accounting Online

Club Accounting 3

Other (please specify)

Computer Experience

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* 8. Computer Owned

Mac

Other (please specify)

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* 9. Microsoft Office Experience

	None	Basic	Advanced	Expert
Word	Word None	Word Basic	Word Advanced	Word Expert
PowerPoint	PowerPoint None	PowerPoint Basic	PowerPoint Advanced	PowerPoint Expert
Excel	Excel None	Excel Basic	Excel Advanced	Excel Expert
SharePoint	SharePoint None	SharePoint Basic	SharePoint Advanced	SharePoint Expert

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* 10. Other Software Experience

	None	Basic	Advanced	Expert
Survey Monkey	Survey Monkey None	Survey Monkey Basic	Survey Monkey Advanced	Survey Monkey Expert
GoToMeeting	GoToMeeting None	GoToMeeting Basic	GoToMeeting Advanced	GoToMeeting Expert
GoToWebinar	GoToWebinar None	GoToWebinar Basic	GoToWebinar Advanced	GoToWebinar Expert
EventBrite	EventBrite None	EventBrite Basic	EventBrite Advanced	EventBrite Expert

Other (please specify)

Question Title

* 11. Social Media

	None	Basic	Advanced	Expert
Facebook	Facebook None	Facebook Basic	Facebook Advanced	Facebook Expert
MeetUp	MeetUp None	MeetUp Basic	MeetUp Advanced	MeetUp Expert
Twitter	Twitter None	Twitter Basic	Twitter Advanced	Twitter Expert

Other (please specify)

Question Title

* 12. What chapter positions have you held?

None

President/Chairman

Secretary

Budget/Finance

Treasurer/Assistant Treasurer

Email Communications

GTM Organizer

Visit-a-Club Contact

Web Author

Education Chair

Teacher

Member Outreach

New Member Growth

Marketing/Publicity

Special Events Chair

Model Club Liaison

Facilities Coordinator

Materials & Equipment

Nomination Committee

Registrar

Special Assignment

Youth Chair

Other (please specify)

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* 13. Personal Statement (drag lower right corner to expand)

Please continue to question 14.