Chapter Leadership Toolkits

Welcome to your Chapter Leader Toolkits! These toolkits contain a wealth of resources, tools and guidance to help chapter officers implement new programs aimed at stronger member engagement.  They will help you manage your chapter’s finances and streamline processes to minimize the effort it takes to get things done. These templates and worksheets will continue to evolve and improve as we receive feedback.

Please submit your chapter’s resources and best practices to Elizabeth George, Director of Member Engagement and Chapter Development, so that they may also be included.

Leadership Talks/Webinars

See all upcoming and past Leadership Talks and Webinars on the Chapter Leadership Webinars page.

Board Management and Governance

Updating the Officer Roster
Chapter Election and Voting Procedures
Responsibilities of Serving as Dean
The Value and Benefits of Serving as a Chapter Leader
Sample Board Meeting Consent Agenda
Strategic Plan Template
Strategic Planning Exercise
Chapter Policies for San Diego AGO – approved May 2018
San Diego AGO chapter Operating Procedures Adopted 1-16-18


Responsibilities of Serving as Sub-Dean
Duties of the Chapter Education Coordinator
Program Budget Worksheet
Program Evaluation Survey
Programming Resources and Guidelines
2019-2020 Tulsa Chapter Program Flyer (2)
Chapter Programming Ideas
San Diego AGO scholarship sample point sheet
San Diego AGO Scholarship Comment Sheet
San Diego AGO Chapter Sprekels Scholarship Auditions 2015


Responsibilities of the Treasurer
Fox Valley AGO Annual Financial Report–FY2019 (Redacted)
Sample Chapter Budget_Worksheet_Balance Sheets
1099 MISC Reporting


Interactive Membership Flyer for Chapter Use **Please download and save, in order to insert your chapter information.
Suggestions for Growing and Strengthening Your Chapter
How to access ONCARD to Pull Member Reports
Letter to Prospective member
Chapter Member Renewal Email
Letter to Clergy
Prospect welcome email
Thank you for renewing your membership
Responsibilities of the Registrar_Membership Coordinator
Growing Your Chapter Membership
Creating a Chapter Ambassador Program


AGO Identity Style Guide
AGO Seal
AGO Seal & Name
Responsibilities of the Newsletter Editor
Designing and Maintaining a Website
Maximizing Social Media
Chapter Newsletters – What to Include
Requesting AGO Mail Lists
En Chamade September 2019
February 2020 Sacramento Chapter Newsletter

Chapter Leadership Newsletters

Chapter Leadership News July 2020
Chapter Leadership News June 2020
Chapter Leadership News May 2020
Chapter Leadership News April 2020
Chapter Leadership News March 2020
Chapter Leadership News February 2020
Chapter Leadership News January 2020
Chapter Leadership News December 2019
Chapter Leadership News October-November 2019
Chapter Leadership News September 2019
Chapter Leadership News August 2019

Social Media Resources

How to Use Facebook Stories
How to Use Instagram Stories
How to Use Facebook Live
How to Use Instagram Live
How to link an Instagram Account to a Facebook Page
How to Boost a Post on Facebook?
How to Create a Business Facebook Page

How to Target Audiences in Facebook

Core Audiences
Custom Audiences
Lookalike Audiences
How to Place Facebook Pixels
How to Run Ads in Facebook’s Ads Manager