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

Election Resources

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

Community of Interest Discussion Board

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

Annual Report

  1. Annual Report Template

FNCE 2023

  1. Critical Dates-At -A-Glance
  2. Critical Dates-By Project (Details)
  3. Sponsorship LOA Template
  4. Speaker Agreement Template

Transition for the New Year

    1. Onboarding Toolkit 

    2. Position-Specific Training Webinar Archive

    3. Technology Tranings 

    4. Sample Onboarding Meeting Agenda / Template

    5. Year-end Membership Presentation

       

  1. Financial Policy F-3
    Academy Investment Reserves Policy


DMIS

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

External Networks

  1. Step one:  Policy and Network Application
  2. Step two: Network MOU Template

Online Expense System

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

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

Webinars and Virtual Events

  1. Webinar Information Template

Key Resources

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Administrative Bulletin

Technology Trainings

  1. Recorded Tutorials

Standard Cost Sheet 

  1. FY24 (June 2023-May 2024)

DPG/MIG Policies and Procedures

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

Contracts, LOAs, & Agreement Templates

  1. Addendum Template
  2. Author Agreement
  3. Conference and Event Services Contract Request
  4. Contract - Hotel Contract Template
  5. Contract - Independent Contractor Agreement Template
  6. LOA - Advertising LOA Template
  7. LOA - Exhibitor LOA Template
  8. LOA - FNCE Sponsorship LOA Template
  9. LOA - Joint Agreement between Groups
  10. LOA - Sponsorship General LOA Template
  11. Request for Proposal - RFP Template
  12. Speaker Agreement Template
  13. Waiver and Release of Liability
  14. Attendee Liability Verbiage
  15. Blank W9
  16. Publishing Project Proposal Template
  17. Webinar Speaker Agreement
  18. Sponsorship Approval Form
  19. Sample DPG/MIG Org Chart
  20. Sample onboarding meeting agenda

CPE Processes and Resources

  1. CPE Process - Leader Training Webinar
  2. Continued Professional Education Policy
  3. CPE Program Development Toolkit
  4. CPE Approval Process Flowchart
  5. CPE Request Link
  6. Speaker Agreement Template
  7. Author Agreement Template
  8. Webinar Survey Template
  9. STORE Set-Up Form
  10. CDR Competencies
  11. Webinar Info Template

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. Postion 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 

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. 2023-2024 Standard Cost
  10. POW/Budget EC Reiew Slides-Template
  11. 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. Membership Grants
  4. Sample Communications Schedule/Calendar
  1. Value of Membership Flier

Newsletter Editor

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

Nominating Committee

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

IDEA Resources

  • Position Description
    1. DPG
    2. MIG
  1. IDEA Mini-Grant

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

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