Section Operations Manual
Guidelines and Policies
- Advocacy Policy
- Antitrust Compliance Policy
- Conflict of Interest Policy
- Policy to Establish and Maintain an SPE Section
- Email Policy for Sections, Student Chapters, and Councils
- Insurance and Alcohol Guidelines
- SPE Connect Guidelines
- Policy on the Use of the SPE Name and Logo
- Policy to Establish and Maintain an SPE Council
- Professional Conduct
- Publications Policy
- Section and Chapter Events Guidelines
- Section Website Guideline
Because the scope of activities related to membership recruitment, retention, and volunteerism is so extensive, the section should consider utilizing a committee for these duties. The chair of the committee should serve as an officer of the section board.
- Knowing the requirements of SPE membership and how to apply
- Ensuring that both members and non-members are fully aware of all the advantages of SPE membership
- Organizing and executing member recruitment drives
- Informing the section board about membership statistics
- Recognizing long-term members (see recognition chapter)
- Encouraging members to volunteer
Section Membership Contest
The year-long section membership contest motivates and rewards section efforts to recruit and retain members. Learn more and see current section standings.
- Learn more about recruiting best practices.
- Contact members after 1 January and remind them to renew their membership
- Maintain lists of prospective new members and develop recruitment campaigns and programs to encourage membership. SPE materials for recruiting are available to download or order on the Marketing Materials Website. Resources for locating nonmembers include
- section meetings
- Colleagues and friends of current members
- Recent graduates from your student chapters
- Establish your own recruitment program and awards
- Appoint key contacts in each company to assist with promoting membership in their workplace
“Senior Professionals” (SP) are members age 55 and older who may benefit the section by remaining engaged as they start their career transition to retirement. It is important for sections to establish strong relationships with their senior professional members to benefit from their experiences, expertise and networks. Engagement is on all levels – programming, services and volunteerism.
Senior Professionals Board Liaison (if no Senior Professional Committee Chair established)
The Senior Professionals Board Liaison works closely with SP members of the section and serves as the main source of communication between the Section Board and SP members.
- Provides encouragement to SP members to stay engaged within the section and SPE
- Works with the membership chair to retain and engage SP members
- Maintains frequent contact with SP members
- Assists with the development of a SP committee, if interest exists
- Offers suggestions for section programming that would appeal to SP members and encourage interaction with other section members
- Encourages section and board members to participate in SP member activities
- Reports to the section board any pertinent information related to SP members
Senior Professional Chairperson (if Senior Professional Committee formed)
The SP Chairperson also serves on the section board. The SP Chair should collaborate with other officers as needed for programs.
- Develops an engagement strategy for SP members
- Proposes opportunities for SP members to engage in professional development and networking opportunities with younger members
- Communicates and promotes section events to SP members
- Encourages SP members to participate in SPE programs
Operate a Senior professional Committee
The mission of a Senior Professional committee is to identify and engage SPE members age 55 and older by providing relevant programming, networking and volunteer opportunities and social events. This committee, as with any other, should be sanctioned by the section board, reporting all monetary and programmatic activities. Study groups, senior professional committees and other entities that are part of an SPE section may not adopt their own logos.
- Seeks approval from the section board to begin development of a SP Committee.
- Asks the section board to appoint a SP Committee Chairperson.
- Organizes an informal meeting of the section’s SP members.
- Selects or votes on SP committee members.
- Prepares a list of activities the committee wants to accomplish and the necessary budget.
- Presents the budget and plan to the section board for support and approval.
- Begins planning and publicizing events and activities.
Young Professionals (YPs) are members younger than age 36 looking to be active in the industry they will one day lead. It is important that sections establish strong relationships with their young members, cultivating them into active section participants and leaders.
The Mentor Chair works closely with young professional members of the section and serves as the main source of communication between the board and young professionals. The mentor chair should not be a YP.
- Provide guidance to YPs on operating within the section and mission of SPE
- Works with the membership chair to recruit and retain young professionals
- Maintain frequent contact with YP leaders
- Assist with the development of a YP committee
- Offer suggestions for Ambassador Lecturer Program visits, field trips, and speakers
- Encourage section and board members to participate in YP activities
- Report to the section board any pertinent information related to YPs
The YP Chair also serves on the section board and should be a young professional. The YP Chair should collaborate with the Mentor Chair and other officers as needed for programs.
- Develop a recruitment and retention strategy for young members
- Propose professional development and networking opportunities for young members
- Communicate and promote section events to Young Professionals
- Encourage young professionals to participate is SPE programs
Operate a Young professional Committee
The mission of a Young Professional (YP) committee is to identify, engage, and develop SPE members 35 years of age and younger by providing relevant technical education and networking opportunities. This committee, as with any other, should be sanctioned by the section board, reporting all monetary and programmatic activities. Study groups, young professional committees and other entities that are part of an SPE section may not adopt their own logos.
Young Professional committees conduct the following activities:
- Seek approval from the section board to begin development of a YP Committee.
- Ask the section board to appoint a Mentor Chair.
- Organize an informal meeting of the section’s young professional members.
- Select or vote on YP committee members.
- Prepare a list of activities the committee wants to accomplish and the necessary budget.
- Present the budget and plan to the section board for support and approval.
- Begin planning and publicizing events and activities.