Triangle UXPA - Board of Directors Roles

Board of Directors: Roles, Responsibilities, and Benefits

Joining the Board of Directors is a great way to support our community and network with some of its brightest and most active members. We're always looking for new faces that are excited to help our community thrive! Every year, our veterans help get new folks up and running, and we hope you'll join us! We hold regular elections each summer, but if you're interested in volunteering outside that time drop us a line at contact@triuxpa.org and let us know you'd like to help out.

President (3 - 4 hours/week)

◈ Triangle UXPA Strategy

Keep mission current and vital - engage community to determine needs and goals (through whatever methods seem useful… surveys, interviews, task force, etc.)
Update Triangle UXPA activities as needed to support the mission.
Ensure Triangle UXPA is represented appropriately to International UXPA on an as-needed basis.
Ensure member and sponsor expectations are met.

◈ Triangle UXPA Chapter and Board of Directors Leadership

Schedule and run quarterly Board of Directors Meetings (set agenda, ensure decisions get made, clarify projects/actions and get Directors to take responsibility and accountability for them)
Schedule and run special project team meetings as needed
Appoint unelected Board members as needed.
Monitor progress with projects/actions; follow up with responsible contributors, including:

Board of Directors Officers
Volunteers
Advisory Board Members

◈ Triangle UXPA Advisory Board (made up of Triangle UXPA sponsors and other appointed advisors)

Schedule and run bi-annual Advisory Board meetings (set agenda, ensure decisions get made, clarify projects/actions and get Advisory Board Members to take responsibility and accountability for them)

Present Board of Directors progress to Advisory Board for feedback and recommendations

Handle any concerns/requests from the Advisory Board

◈ This is an officer-level position and is responsible for understanding the organizational charter and ensuring organizational compliance.

◈ Ensure legal protection/compliance of the organization.

Secretary (1 - 2 hours/week)

◈ Ensure notes are kept of all organizational meetings.

◈ Primary responsibility for understanding the organizational charter and ensuring organizational compliance.

◈ This is an officer-level position and has additional responsibilities for organizational decisions under the charter.

Treasurer (2 hours/week)

◈ Establish yearly budget based on projected annual funding

◈ Work with the Professional and Community events team and annual conference (UX Y'All) team to manage event budgets and expenses

◈ Manage bank account, fee collections and member refunds

◈ Manage accounts payable and receivable, including payments to speakers and vendors

◈ Manage and prepare the organizations annual tax filing in conjunction with our CPA

◈ Maintain and monitor our 501(c)(3) status and state non-profit status

◈ Prepare income/expense reporting, bank balances, expense forecasts and present quarterly to:

Triangle UXPA Board of Directors
Triangle UXPA Advisory Board

◈ Be the expert on the financials and transaction functions for our membership and event financial transactions, credit card processing, software subscriptions, insurance, and online banking systems.

◈ This is an officer-level position and has additional responsibilities for organizational decisions under the charter.

Director, Professional Events (2 - 3 hours/week)*

◈ Identify 3 to 4 professional workshops to be held during the calendar year to be funded and sponsored by the Triangle UXPA - present workshop options to the Advisory Board for input and feedback.

◈ Contact speakers for workshops, lectures and panels and determine costs and availability.

◈ Coordinate and work as a team with other event directors.

◈ Handle event logistics including:

Set dates and times
Reserve facilities and equipment and/or manage virtual events
Record events when possible and post to the Triangle UXPA video library
Manage speaker contracts for paid speakers
Establish registration fee structure in accordance with fee guidelines
Arrange food and drinks
Recruit additional volunteers as needed
Write event descriptions for web site posting
Coordinate event promotion with Marketing and Communications, and Social Media
Manage speaker transportation logistics when required
Create name badges and signage for each event
On site coordination and facilitation of each event
Introduce the event speaker and Triangle UXPA
Solicit feedback on the event and ideas for future events (e.g. evaluation)
Along with the other event directors, store, keep inventory and replenish event supplies as needed

◈ Be the expert on the Events function of the Membership Management System (Wild Apricot).

◈ (Optional): Author, or help someone author, a blog posting after each event on the material presented.

* Weekly time commitment varies depending on events in process.

Director, Community Events (2 - 3 hours/week)*

◈ Identify 7-8 guest lecturers and panels on topics relevant to the UXPA charter to be recruited from the local UX community and held throughout the calendar year.

◈ Plan special events, such as speed networking, company tours, conferences etc.

◈ Contact speakers for lectures and panels and determine costs and availability.

◈ Coordinate and work as a team with other event directors.

◈ Handle event logistics including:

Set dates and times
Reserve facilities and equipment and/or manage virtual events
Record events when possible and post to the Triangle UXPA video library
Manage speaker contracts for paid speakers
Establish registration fee structure in accordance with fee guidelines
Arrange food and drinks
Recruit additional volunteers as needed
Write event descriptions for web site posting
Coordinate event promotion with Marketing and Communications, and Social Media
Manage speaker transportation logistics when required
Create name badges and signage for each event
On site coordination and facilitation of each event
Introduce the event speaker and Triangle UXPA
Solicit feedback on the event and ideas for future events (e.g. evaluation)
Along with the other event directors, store, keep inventory and replenish event supplies needed

◈ Be the expert on the Events function of the Membership Management System (Wild Apricot).

◈ (Optional): Author, or help someone author, a blog posting after each event on the material presented.

* Weekly time commitment varies depending on events in process. For community events, the largest events are World Usability Day in November and the Career Fair in May.

Director, Webinars (2 - 3 hours/week)

◈ Schedule webinars; one every other month.

◈ Coordinate and work as a team with other event directors.

◈ Handle event logistics including:

Set dates and times
Reserve facilities and equipment
Establish registration fee structure in accordance with fee guidelines
Arrange food and drinks
Recruit additional volunteers
Write event descriptions for web site posting and weekly broadcast emails
Create name badges and signage for each event
On site coordination and facilitation of each event

Director, Marketing and Communications (2 hours/week)

◈ Send out weekly events & announcements broadcast email to all contacts in the Triangle UXPA contact database (usually on Mondays or Tuesdays)

◈ Post open UX jobs on Triangle UXPA Job Board

◈ Send out special broadcast emails for final event reminders and special announcements

◈ Publicize Triangle UXPA events beyond our contact list - at universities, through other professional groups, in the local media, etc.

◈ Be the expert on the Communications function of the Membership Management System (Wild Apricot)

Director, Social Media (2 hours/week)

◈ Get guest UX experts to post to the Triangle UXPA Blog

◈ Post regularly on Twitter, Facebook, Snapchat, LinkedIn, and Instagram on Triangle UXPA events and activities

◈ Manage other Triangle UXPA social accounts, including Instagram and YouTube

◈ Maintain Triangle UXPA Blog including coordinating upcoming blog posts

Director, Memberships & Sponsorships (1 hour/week)

◈ Define strategies and execute programs for:

Engage and grow Triangle UXPA membership
Engage and grow Triangle UXPA Sponsorships

◈ Prepare sponsorship proposals

◈ Follow-up on Sponsorship renewals

◈ Handle member and sponsor requests

◈ Be the expert on the Membership and Sponsorship functions of the Membership Management System (Wild Apricot)

Director, Book Club (1 hour/week)

◈ Manage the Triangle UXPA’s Book Clubs (currently one in Raleigh and one in Durham)

◈ Coordinate with site leads / hosts to ensure regular club meetings as well as good attendance

◈ Handle event logistics including:

Set dates and times
Find and confirm venue
Arrange food and drinks
Write event descriptions for web site and Meetup posting, and weekly broadcast emails
On site coordination and facilitation of each event

◈ Create a blog posting, after each major book club meeting

◈ Use Meetup.com and the Events function of the Membership Management System (Wild Apricot) to post meeting information

Director, Student and Transitional Designers (1 hour/week)

◈ Be the liaison between the Triangle UXPA and local universities (e.g. UNC Chapel Hill and NC State University)

◈ Coordinate outreach events with local universities

◈ Coordinate research and teaching projects between local universities and the Triangle UXPA

◈ Coordinate portfolio reviews for student and professionals wishing to transition to UX roles

Director, Mentorship (1 hour/week)

◈ Manage the Triangle UXPA Mentorship Program.

◈ Ensure safety of program and relationships among mentors and mentees.

◈ Assist mentors and mentees as needed.

◈ Determine structure of program through membership surveys and discussion with members and other Board members.

◈ Host events as needed.

Director, Triangle UXPA for Social Impact (1 hour/week)

◈ Manage the Triangle UXPA for Social Impact Program.

◈ Ensure impartial selection of clients and team members.

◈ Oversee all projects and ensure that project obligations are met.

◈ Provide write-ups for blog posts about each team and project.

Triangle UXPA Board of Directors Benefits

Best way to build your professional network in the UX community locally and nationally
Free one-year Triangle UXPA membership (added on to any term you may have already)
Meet industry leaders from the local, national, and international UX community before or after events
Help shape the local UX community
Continue your own learning, grow as UX professional
Build your resume with the leading UX professionals organization recognized around the globe