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Genealogy Society Creation & Management
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As the genealogy industry changes in the 21st century, so must the management techniques of genealogical societies so they can and will meet the changing needs of their members. In this course you’ll learn the basics of what is needed to create a genealogy society, its management, and how to implement projects and initiatives that not only engage but can help your society grow. Also addressed will be the legal ramifications of being a society leader, though this is largely a locally-governed issue.


Course Content

Module 1

Purpose and Types of Societies
Note about Web Addresses
Websites
Introduction
 
Why do we have societies?
1) Inclusion
2) Affection
3) Control
 
Why are some drawn to create or join a society about GENEALOGY?
What makes genealogy, lineage, and historical societies different from one another?
What are the different types of genealogical societies?
Does our area need a society?
Timeline of a few genealogy and related societies
What should I expect next?
 

Module 2
Society Creation, Structure, and Governance
Websites
Introduction to Robert’s Rules of Order
 
So what are the first things to accomplish when establishing a new organization?
• Mission statement
• Bylaws
• Standing rules
• Policies and procedures
 
Who is who?
• President
• 1st Vice President and Program Chair
• 2nd Vice President and Membership Chair
• Secretary
• Treasurer
• Corresponding/Communicating Secretary
• Newsletter Editor
• Publicity Chair
• Education Chair (of the Education Committee)
• Parliamentarian
• Webmaster/Blog Master
• Historian
 
Term lengths and limits
• Term length
• Term limits
• Other issues about terms
 
What types of committees does one find in a genealogy society?
• Standing committees
• Ways & Means
• Education
• Publicity
• Publications
• Greeting
• Hospitality
• Special committees
• Nominating
• Bylaws
• Conference
• Auditing
• Annual “party”
• Bereavement
 
What is a “Quorum”?
Additional Resources
 

Module 3
Leadership and Meetings
Websites
 
Types of meetings and tools for them
• Regular or general meetings
• Board meetings
• Special meetings or “Executive sessions”
 
The agenda and why it is necessary
How decisions are made
Procedural Model of Problem-Solving
Leadership
How meetings can fail to meet the goals of the group
Additional Resources
 

Module 4
You Have A Club, Now What?
Websites
Introduction
 
Venue
• Considerations
 
Money - Expenses
• Venue costs
• Printing costs
• Postage costs
• Equipment costs
• Speaker costs
• Advertising costs
• Miscellaneous costs
 
Source of the money and how it is managed
• Treasurer
• Banking institution
• Auditor/Auditing committee
• Money sources - Dues
• Other money sources - Fundraising
• Just a few recommendations for the financial issues
 
Additional Resources
 

Module 5
Your Allies: The Members, The Web, and The Community
Websites
Introduction
 
Volunteers
• Recruiting
• Recognizing
• Retaining
 
Web presence
• The website
• The blog
• Regular email communiques/mailing lists
• Other social media
• Additional website listings
 
Your role in the community
• The library
• Projects and services
• The society newsletter or other publication
 
Final thoughts
 

Module 6
Membership, Promotion, and Getting People to Know You
Introduction
 
Membership
• Requirements
• Information materials received upon joining
• Benefits
• Attracting new members (Promotion)
• Membership retention
 

Module 7
Education In Various Forms
Websites
Introduction
 
Education options on a regular, on-going basis
• Standard general meeting
• Special Interest Groups
• Classes
 
Meeting the educational needs on an even larger scale: Conferences/Seminars & Webinars
• Webinars
 
Some final thoughts on the education of your society members
 

Module 8
Growth, Change, and Legal Issues
Websites
Introduction
 
Society changes
• Documents, locations, meeting times, etc.
• Merging societies
• Dissolving societies
 
Member difficulties
• Removing an officer
• Disciplining or expelling an offending member
• Sued? The society?
 
Nonprofit status
Final thoughts
 
Appendix
Appendix 1: Speaker Agreement
Appendix 2: Conference Planning
 
 

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