Tuesday, August 19, 2008

Chapter Forms

This section contains forms, templates, surveys, and more for chapter leaders to use throughout the year. Click on a title below to download the document:

To download a form, simply click on the form's title. A separate window will open and you can then save the document on disk or on your desktop for future use. To save files, go to "File" (on the browser menu) and then select "Save As." Choose the appropriate file folder or disk drive location where you would like to save the document. Once the document has been saved, you can begin using the form to incorporate your own information.

To return a form to RMA, please print and fax it to 215-446-4101, attention Maryann Yurkonis, or send it as an e-mail attachment to myurkonis@rmahq.org.


Please note: For your convenience, the 2008–2009 STAR reports have been saved as both Microsoft Word and Excel documents. The Microsoft Excel documents have multiple worksheets, which will automatically configure your report totals. If you experience any difficulties with these forms, contact Maryann Yurkonis at 215-446-4051 or myurkonis@rmahq.org.

Microsoft Word Format:

Microsoft Excel Format:

2008–2009 STAR for Small Chapter 2008–2009 STAR for Small Chapter
2008–2009 STAR for Medium Chapter 2008–2009 STAR for Medium Chapter
2008–2009 STAR for Large Chapter 2008–2009 STAR for Large Chapter
2008–2009 STAR for Regional Chapter 2008–2009 STAR for Regional Chapter
2008–2009 STAR for Global Chapter 2008–2009 STAR for Global Chapter
2008–2009 STAR for Start-up Chapter 2008–2009 STAR for Start-up Chapter
2008–2009 STAR for Young Professionals 2008–2009 STAR for Young Professionals

Changes to the 2008–2009 STAR Reports

For your review, following are the 2007-2008 STAR forms:

Microsoft Word Format:

Microsoft Excel Format:

2007–2008 STAR for Small Chapter 2007–2008 STAR for Small Chapter
2007–2008 STAR for Medium Chapter 2007–2008 STAR for Medium Chapter
2007–2008 STAR for Large Chapter 2007–2008 STAR for Large Chapter
2007–2008 STAR for Regional Chapter 2007–2008 STAR for Regional Chapter
2007–2008 STAR for International Chapter 2007–2008 STAR for International Chapter
2007–2008 STAR for Start-up Chapter 2007–2008 STAR for Start-up Chapter
2007–2008 STAR for Young Professionals 2007–2008 STAR for Young Professionals

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Forms/Notice Template

Calendar Template - Board (Word) Meeting Notice Template (Word)
Calendar Template - Chapter (Word) Model Set of Bylaws for an RMA Chapter (Word)
Certificate of Recognition (Word) Newsletter Template (Word)
Chapter Event Online Registration Request Authorization Form (Word) Officers and Committee Chairs Form (Word)
CEU Certificate for Chapter Event Participants (Word) Paper Writing Competition (PDF)
CRC CEU Application for Chapter Events (Excel) RMA Local Newsletter Competition Entry Form (Word)
Critique Form (Word) Sample Thank You Letter to RMA National Speaker or Dinner Speaker (Word)
Dues Template (Word) Sample Thank You Letter to Speaker or Instructor (Word)
Gold Circle Award Submission Form (Word) Sample Thank You Letter to Volunteer's Boss (Word)
Long-Term Succession Planning Form (Word) Speaker's Notes Template (Word)
Marketing Template (Word) Young Professionals Affinity Group Newsletter Template (Word)

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Surveys

Chapter Survey (Word) Chapter Education Survey  (Word)
Women in Banking Survey (Word)  Young Professionals Affinity Group Survey (Word)

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Diversity Self-Assessment Information Form

Introduction to the Diversity Self-Assessment  (Word) RMA Chapter Diversity Assessment Form (Word)

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Order from RMA

RMA Chapter Merchandise (Gifts) (Word) RMA Chapter Product Box Request Form  (Word)
RMA Corporate Apparel (Word) Gold Medallion  (Word)
RMA Logo Pens (Word) RMA President’s Plaque  (Word)
RMA Banner Order Form (PDF) RMA Toolbox CD Request Form (PDF)
RMA Planning Meeting in a Box (Word)

 

To order RMA letterhead stationery for your chapter's use,
contact Curt Nagle at Coventry of New Jersey:

Coventry of New Jersey
1 Greentree Centre, Suite 201
Marlton, NJ 08053
Phone: 800-494-5644
Fax: 856-627-7322


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Visit this page for useful forms for Chapter Leaders. If you have any questions about these forms, contact Maryann Yurkonis at myurkonis@rmahq.org or contact your Regional Manager.