OurChapterOS

For chairs

A surface for every role on the board.

Each chair gets their own command center. The board gets a shared calendar. Members and partners get their own private spaces. Below is what each role gets out of the box.

Learning Chair

The role that started it all. Plan a year of speakers without losing track of contracts, fees, or the chapter theme.

  • Year Arc, the fiscal-year speaker calendar shared with SAPs and members
  • Speaker library and pipeline (Researching, Outreach, Negotiating, Contracted, Confirmed)
  • Contract attribute checklist and AI-assisted contract review
  • Per-event budget, venue, speaker contract and W-9 management
  • Send payment package to ED with one click
  • Scenario planner for fee target vs. budget
  • Cross-chapter Speaker Library to see what other chapters have run

SAP / Strategic Alliance Chair

Manage the partnerships that make programming possible. Renew them with a clear pipeline, not a Friday-afternoon scramble.

  • Active SAP roster with industry, tier, contact info
  • Prospect pipeline with explicit stages
  • Renewal-intent Kanban (Renewing, Uncertain, Not renewing)
  • Past SAP archive for re-engagement later
  • Sponsorship amounts (current and renewal) gated to leadership only
  • Member interest signals from the chapter-wide checklist

Member Engagement Chair

Run navigators and mentors as the structured program they are, not a tab-stack of contact lists.

  • Navigator roster and pairing tracker
  • Mentor roster and active pairings with cadence
  • Conversation library so navigators don't reinvent the wheel
  • Broadcast to all navigators in one click

Forum Health Chair

See which forums are thriving and which need attention. Reach every moderator in one shot.

  • Forum health dashboard
  • Per-forum management surface
  • Moderator communications hub

Forum Placement Chair

Triage new-member referrals into the right forum with the context the moderator needs.

  • Member-leads triage view
  • Forum placement workflow
  • Cross-link with Engagement Chair so the welcome experience is one motion, not two

President and Executive Director

See across every chair without becoming the bottleneck. Set the FY budget, set the theme, set the tone.

  • Chapter Calendar with cross-chair conflict detection
  • Per-chair budget allocation
  • Year-over-year president themes (Elect, Active, Past)
  • Board scorecards and chair reports
  • Member management and staff invites
  • Settings: chapter config, fiscal year, board positions

Regional Learning Chair Expert

Read-only oversight across every chapter you serve. Spot which chapters need help without violating member privacy.

  • Regional dashboard across all chapters in your region
  • Drill into any chapter's Year Arc, Speakers, Events, SAPs
  • Speaker fee ranges visible. Exact private amounts are not.
  • Member-private surfaces (reflections, lifeline, forum) are explicitly off-limits

Members

Members get their own private space inside the chapter app, separate from the chair workflows.

  • Member calendar of upcoming chapter events
  • Reflections journal, visible only to the member who wrote them
  • Lifeline timeline of life events, visible only to that member
  • Forum tools (parking lot, role assignments, calendar, constitution) visible to everyone in that member's forum
  • Surveys for giving feedback on events
  • SAP interest checklist to tell the SAP Chair which partners they'd engage with

SAP Partners

A purpose-built portal for partner contacts who aren't EO members.

  • See chapter announcements opened to partners
  • See events you're invited to
  • Connect with the chapter without seeing member-private content