Board of Directors: Roles, Responsibilities, and Benefits
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
◈ (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