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.

  • A fiscal-year speaker and education calendar shared with partners 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 the ED with one click
  • Scenario planner for fee target vs. budget
  • Cross-chapter speaker library to see what other chapters have run

Partnerships & sponsors

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

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

Member engagement

Run mentoring and new-member onboarding as the structured program they are, not a tab-stack of contact lists.

  • New-member guide roster and pairing tracker
  • Mentor roster and active pairings with cadence
  • Conversation library so guides don't reinvent the wheel
  • Broadcast to all your engagement volunteers in one click

Peer-group health

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

  • Peer-group health dashboard
  • Per-group management surface
  • Moderator communications hub

Peer-group placement

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

  • New-member triage view
  • Peer-group placement workflow
  • Cross-link with member engagement 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 oversight

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 calendar, speakers, events, and partners
  • Speaker fee ranges visible. Exact private amounts are not.
  • Member-private surfaces (private notes, life timeline, peer-group content) 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
  • Private notes, visible only to the member who wrote them
  • Life timeline of milestones, visible only to that member
  • Peer-group tools (parking lot, role assignments, calendar, constitution) visible to everyone in that member's group
  • Surveys for giving feedback on events
  • Partner-interest checklist to tell the partnerships team which sponsors they'd engage with

Partner portal

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

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