DPG/MIG Leader Resources

Downloadable resources are available to support DPG/MIG leaders. Please continue to check back as more resources are added.

General Resources

Transition for the New Year

    1. Start of the Year Checklist

    2. Scope of Service

    3. Sample Onboarding Meeting Agenda / Template

    4. Year-end Membership Presentation

       

Election Resources

  1. Winning Strategies to Run a Successful Campaign Webinar 
  2. Campaign Rules

Annual Report

  1. Annual Report Template

Policies and Procedures

  1. Table of Contents
  2. Communication
  3. Financial
  4. Organizational
  5. Professional

Key Resources

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  1. Position-Specific Training Webinar Archive
  2. Recorded Technology Tutorials
  • Standard Cost Sheet 
  1. FY25 (June 2024-May 2025)
  • Recorded Townhalls/Trainings
  1. Upcoming Live Webinars
  2. Webinar Archive

Platform Resources

DMIS

  1. Overview and FAQ
  2. Direct link to DMIS Login: https://reports.eatright.org/login/

Travel Procedures and Forms

  1. Academy Travel Policy
  2. Travel Authorization Request Form
  3. Traveler Email Template

Instructions to Access Member Names

  1. 50 Year Member
  2. 51+ Year Member

Community of Interest Discussion Board

  1. DPG/MIG Leader Discussion Board
  2. How to manage community discussion board notifications (see minute 1:30)

Online Expense System

  1. Treasurers - How to Add Users
  2. Treasurers - Approver Functions
  3. Users - How to submit an expense report

Education Resources

CPE Resources and Sponsorship Guidelines

  1. Updated CDR CPEU Prior Approval Program Provider Policy Overview, and DPG/MIG Sponsorship Guidelines
  2. CPE Request Link
  3. Contributor Agreement Template (Speaker, Author, Moderator, etc)
  4. Store Product Submission Form
  5. CDR Competencies
  6. Webinar Info Template
  7. CDR CPEU Prior Approval Program Policy Manual 
  8. CDR CPEU Prior Approval Program Activity Type Definitions
  9. CDR CPEU Prior Approval Program Glossary of Terms
  10. 2024 CDR CPEU Prior Approval Program FAQ
  11. CDR Website
  12. Sponsorship LOA-Webinars or Eblasts
  13. Advertising LOA

Virtual Workshops and Symposia

  1. Symposium Project Plan Template
  2. Symposium Schedule Template
  3. Virtual Education Guide and Brainstorming
  4. Virtual Event Sponsorship Ideas
  5. Virtual Symposium Budget Template

Position Specific

Position Description Examples & Templates

  1. Position Description Template
  2. Past Chair
  3. Chair
  4. Chair-Elect
  5. Secretary
  6. Treasurer
  7. Delegate
  8. Member Engagement Chair
  9. Nominating Chair
  10. Grants and Awards  Director 
  11. Newsletter Editor 
  12. Marketing & Communications Chair
  13. Graphics Coordinator
  14. Social Media Manager
  15. Inclusion, Diversity, Equity & Access (IDEA) Liaison
  16. Policy and Advocacy Liaison (PAL)
  17. Reimbursement Specialist 

Secretary

  1. Committee Plan of Work
  2. Consent Agenda
  3. Guide to Minutes
  4. Roberts Rules of Order
  5. Sample Officer Report
  6. Tips for Conducting a Virtual Meeting

Newsletter Editor

  1. Academy Style Guide
  2. Academy Organizational Standards
  3. Author (Contributor)  Agreement
  4. Requesting Reprint Permission
  5. Granting Reprint Permission

Accounting & Treasurer

  1. Treasurer Manual
  2. Glossary of Financial Terms
  3. Transfer of Funds Template
  4. Check Request Template
  5. Blank W9
  6. Invoice Template
  7. How to Distribute Revenue and Expense Items
  8. POW Budget Excel Template
  9. POW/Budget EC Review Slides-Template
  10. POW/Budget Best Practices / Suggested Process

HOD

  1. HOD Core Functions with Roles and Responsibilities
  2. Delegate Position Description

Membership, Communication, & Social Media

  1. Social Media Toolkits
  2. Netiquette Guidelines
  3. Sample Communications Schedule/Calendar

    Nominating Committee

    1. DPG/MIG Election Policy
    2. DPG and MIG Election Timeline
    3. Ballot Petition Process and Sample Petition Template

    IDEA Resources

    1. Position Description
    2. IDEA Mini-Grant

      If you have questions about any resources email DPG/MIG/Affiliate Relations (DPGMIGRelations@eatright.org).