The Tools & Templates Every Chapter Leader Needs

This appendix contains all the tools and templates you might need in your role as chapter leader. These templates include charts, tables, surveys and forms. You can either use the templates as they are, or alter them according to your own specific needs. We hope you find them useful!



Google Docs: Create and edit documents online, for free.

4 Shared:  Free file sharing and storage.

DropBox: Cloud storage, file hosting and live collaboration service.



Mentorship Rocket: Low-cost, cloud-based mentorship solution for large and small associations.

Yahoo Groups: Largest collection of online discussion boards.

Google Groups: Makes it easy for groups of people—such as project teams, departments, or classmates—to communicate and collaborate.

Groupsites: Platform that allows communication, collaboration and networking for your group.

Higher Logic: A Online Community Management Software to accelerate new member acquisition, enhance member retention and more.

Slack: A single place for messaging, tools and files–allowing everyone to save time and collaborate together.

Tapatalk: Connects to over 100,000 online forums worldwide. Post easily with unlimited photo and video sharing and instant push notifications.

Unison: A communication software for groups, while strengthening communities through better communication and organization.



Doodle: Allows you to poll a group on tentative meeting times & avoids back-n-forth emails.

Picktime: Smarter way of scheduling appointments, meetings, classes, interviews, and reservation.

Calendly: Helps you schedule meetings without the back-and-forth emails



GroupMe: Offers group messaging and conferencing.

GoogleVoice: Use your free number to text, call, and check voicemail – all from one app.

Free Conference Call: A free conferencing and free collaboration tool that creates a borderless paces where everyone can connect, share and innovate.

No Cost Conferences: Free conference call options for businesses and organizations. Free screen sharing, online meetings and team collaboration.

GoToMeeting: Web conferencing software that makes it simple and cost-effective to collaborate online with colleagues and customers in real time.



Allied Grant Writers: Grant Writing Services that generate results.

Resource Associates: Making your vision a reality. One grant at a time.



iVolunteer: Sign up and manage people for all your events. An online volunteer scheduling and management software.

Volunteer Scheduler Pro: One system to schedule, manage, and engage your volunteers.

SignUpGenius: Online software tool for volunteer management and event planning.

Sumac: Volunteer management tool for recruiting and analyzing volunteers.



Buffer: Makes it easy for businesses and marketing teams to schedule posts, analyze performance, and manage all their accounts in one place.

TweetDeck: Offers a more convenient Twitter experience by letting you view multiple timelines in one easy interface.

Hootsuite: Manage multiple networks on a single, secure platform

WordPress: Create a free website or build a blog with dozen of free, customizable designs and themes.

ListServe: Electronic mailing list which allows a sender to send one email to an entire group.



MailChimp: Do-it-yourself email marketing service lets you create attractive HTML emails, build subscription forms, manages your contact lists, and track results.

TinyLetter: Offers a clean and straightforward writing experience for people who aren’t looking for advanced reporting or features for businesses. Leading solution to find and verify professional email addresses.

ActiveCampaign: Integrated email marketing, marketing automation, and small business CRM.

Constant Contact: Ability to create effective email marketing and other online marketing campaigns to meet your business goals.

Real Magnet: A powerful email marketing and online communications application that allows you to attract, engage and deliver content to your target audience.

iContact: Helps create, send, and track email newsletters, surveys, and auto-responders.

Vertical Response: Gives you the tools to quickly build powerful email campaigns.



AnyMeeting: Web Conferencing and Webinar Services that enables users to host and attend web based conferences and meetings.

GoToWebinar: A platform where businesses can create and deliver online and video conferences.

Zoom: Enable businesses of all sizes to easily conduct large online events with video, audio, and screen sharing for better engagement.



Survey Gizmo: A robust survey and data insights platform that empowers businesses to make smarter decisions.

Survey Monkey: Provides free customizable surveys, as well as a suite of paid back-end programs that include data analysis, sample selection, bias elimination, and data representation tools.

TypeForm: The Versatile data collection tool for professionals. Typeform makes asking easy & answering refreshing.

Google Forms: Create a new survey on your own or with others at the same time.

Poll Everywhere: Live interactive audience participation through real time polling.

Poll Daddy: Create surveys quickly and easily, collecting responses via your website, email, and social media accounts.

Kahoot: Game-Based learning and trivia platform, where anyone can create a mutiple-choice quiz which becomes a game.

JotForm: Build, publish, and share online forms for generating leads, distributing surveys, collecting payments and more.



MediaTemple: Website hosting and cloud hosting provider, which focuses on web designers, and creative agencies.

Weebly: Provides easy to create high-quality website, blog, or online store.

Go Daddy: Makes registering domain names fast, simple, and affordable.

WPEngine: Provides brands the solutions they need to create remarkable sites and apps on WordPress.

DreamHost: Web hosting provider and domain name registrar.

Wix: Website builder that allows users to create websites and mobile sites through the use of online drag and drop tools.

Webs: Create a free website with professionally designed website templates, free web hosting, and easy to use website builder.



MemberClicks: All-in-one management software intended for associations.

Weblink: All-in-one, configurable membership management solution designed for trade associations.

Wild Apricot: Web-Based software for small associations and non-profits to help manage membership, website, and other activities.

Community Brands (Aptify, Abila, YourMembership, Nimble AMS): Leading technology for purpose-built organizations including associations, member-based organization, nonprofits and schools.

WishList: Easy to use membership software solution that can turn any WordPress site into a full-blown membership site.

Star Chapter: A cloud-based association management software solution, offering membership management, online event registration, email communication, and website content management.

Memberplanet: Easy to join your group, track activity, view reporting, and automate renewals – all in one spot.



EventBrite: Event management and ticketing website that allows users to browse,create, and promote local events.

RegOnLine: Event Registration and event management that allows users to build, promote, and measure your events.

BrownPaperTickets: Ticket Management support for any organizer hosting any sort of ticketed event.

Reservio: Online booking and appointment scheduling software.

WuFoo: Online form builder that helps create contact forms, online surveys, and event registrations.



99 Designs: Creative platform for custom graphic design.

Envato Elements: Thousands of stock photos, fonts , and web templates.

Getty Images: Find high resolution royalty-free images, editorial stock photos, vector art, video footage clips and stock music licensing.

Really Good Emails: Website that showcases email designs and resources to assist you with creating Really Good Emails

Canva: Graphic-Design Tool that uses a drag-and-drop format, and provides access to over a million photographs, graphics, and fonts.

lumen5: Video Creation platform that enables anyone to easily create engaging video content.

Piktochart: An online infographics tool with easy-to-use drag and drop builder, with hundreds of simple graphics to choose from.

StickerGenius: Custom restickable stickers, signs, and more.

BuildASign: Cheap, custom signs and banners



Asana: Web and mobile application designed to help teams organize, track , and manage their work.

Trello: Boards, Lists, and Cards enable user to organize and prioritize projects in a fun, flexible, and rewarding way.

Wunderlist: Cloud-based task management application.

Zapier: Connect the apps you use everyday to automate your work and be more productive.



You receive a lot of emails…we get it. Subscribe to the content you want and we’ll do the rest! We send updates on new articles, guides, webinars, events, conferences and more. Receive awesome resources in your inbox every month >>

About the author

Charlotte Muylaert is the former Marketing Leader at Billhighway and greekbill. She oversaw the marketing and branding strategies for 10 years in the fraternal and association markets.