NAEA

Infrastructure of Starting a State Organization

10 Point Plan

Local/State/Regional Alternative Education Association Creation Rubric

NAEA – Alternative Education Association Creation


Local/State/Regional


Alternative Education Association Creation Rubric


Notation: These are the beginning steps to establishing an organization. Utilize available documents found on the NAEA webpage as additional guides in creating the organization


1. Establish Board of Directors with at least the following positions:

a. President-Runs meetings, engages stakeholders, drives policy

b. Vice-President-Provides support, organizes committee, engages in organizational oversight

c. Treasurer-Provides monthly fiscal reports, tracks expenditures, files taxes in applicable

d. Secretary-Provides monthly minutes, engages in stakeholder outreach, refines policies

e. Director/Conference Chairperson- Conference oversight and logistics

f. 2-3 Additional Board members are recommended to be added during the first year


2. Establish a monthly meeting schedule in person depending on location or electronically using a free conference call line.


3. Utilize Roberts Rules of Order for running board meetings


4. Establish an initial vision/mission and set of by-laws which focus on the following:

a. Board election procedures

b. Standard operating procedures (monthly meetings, annual meeting, etc.)

c. Fiscal procedures/policies

d. Communication and outreach

e. Purpose and goals of the organization


5. Establish a web presence


6. Open a business bank account which includes checking and a debit card


7. Establish a Conference Committee which will initially include chairpersons for the following:

a. Breakout session proposal review and selection

b. Keynote selection review and selection

c. Food/beverage/snack organization and provision

d. Technology set-up and support

e. Conference Program creation and vetting

f. Registration Processes and Procedures


8. Hold an initial ½ to ¾ day conference in partnership with a geographically centered school district which will result in reduced/eliminated fiscal considerations to include:

a. Defraying the costs of a conference center

b. Eliminating Overnight hotel costs

c. Minimizing Materials and technology costs


9. Establish a sponsorship with a local caterer to provide a continental breakfast and lunch for the annual conference.


10. Begin the process of incorporation during year 3 which would include exploration of holding the conference at a hotel property with associated attendee fees, etc.

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1. Establish Board of Directors with at least the following positions:

a. President-Runs meetings, engages stakeholders, drives policy

b. Vice-President-Provides support, organizes committee, engages in organizational oversight

c. Treasurer-Provides monthly fiscal reports, tracks expenditures, files taxes in applicable

d. Secretary-Provides monthly minutes, engages in stakeholder outreach, refines policies

e. Director/Conference Chairperson- Conference oversight and logistics

f. 2-3 Additional Board members are recommended to be added during the first year

2. Establish a monthly meeting schedule in person depending on location or electronically using a free conference call line.

3. Utilize Roberts Rules of Order for running board meetings

4. Establish an initial vision/mission and set of by-laws which focus on the following:

. Board election procedures

b. Standard operating procedures (monthly meetings, annual meeting, etc.)

c. Fiscal procedures/policies

d. Communication and outreach

e. Purpose and goals of the organization

5. Establish a web presence

6. Open a business bank account which includes checking and a debit card

7. Establish a Conference Committee which will initially include chairpersons for the following:

a. Breakout session proposal review and selection

b. Keynote selection review and selection

c. Food/beverage/snack organization and provision

d. Technology set-up and support

e. Conference Program creation and vetting

f. Registration Processes and Procedures

8. Hold an initial ½ to ¾ day conference in partnership with a geographically centered school district which will result in reduced/eliminated fiscal considerations to include:

a. Defraying the costs of a conference center

b. Eliminating Overnight hotel costs

c. Minimizing Materials and technology costs

9. Establish a sponsorship with a local caterer to provide a continental breakfast and lunch for the annual conference.

10. Begin the process of incorporation during year 3 which would include exploration of holding the conference at a hotel property with associated attendee fees, etc.