CSI Chapter & Region Support Resources

Work more effectively and support your members more efficiently by taking advantage of this wide array of CSI resources. Read more below or download a complete list.

Questions? Contact CSI

Chapter Admin Guide

Marketing & Communication

Administrative Support

Chapter & Region Management

Event Resources & Education

Marketing & Communication

Promote membership with enticing messages through customizable templates and social media posts. All are available with a quick download.

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Branded Certificate Templates

Celebrate your members and their accomplishments with these CSI-branded certificate templates.

Download Templates

Chapter and Region Logos

Find your CSI-authorized region or chapter logos, available in all color options and common file formats.

Download Logos

Dynamic Chapter Program (DCP)

Grow your chapter, improve event attendance and improve member value with the DCP - 70% of CSI chapters that experienced membership growth in 2019, 2020 and 2021 were all DCP trained.

Visit the DCP Resource Page

Microsites, Communities, Content & Training

CSI provides a dynamic collection of resources that help you set up and manage chapter websites, community sites, content and training. Access everything you need in one, easy-to-navigate place.

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Automated New Member Welcome & Member Retention Campaigns

Did you know most new association members decide if they will renew within the first three months of joining? CSI adds to your effort by using mail and email to welcome new members throughout their first year and connect them to the value of CSI.

When it comes to renewal and retention, member outreach includes seven emails and two phone calls, beginning 75 days before a member’s expiration date. The value of local chapter connections is an essential element of these messages, and your local efforts greatly increase the success of membership renewal campaigns.

Administrative Support

CSI makes it easy to collect dues by doing it for you and sending those to you each month. You also receive a dues reconciliation report each month so you can easily track the amount of member dues collected. CSI also provides a number of other resources to assist with chapter and region administration.

RAP Disbursement & Reconciliation Report
7% of national dues, and an easy-to-follow reconciliation report, are sent to regions each month.

Download the Chapter Administration Guide

Membership Roster Dashboard & Training

Tools and training to track membership and generate the reports you need when and where you want.

View Roster Dashboard

Legal Review & Resources

Rest easy knowing your chapter or region corporate status and documents are up-to-date through experienced, nationally recognized non-profit legal counsel.

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Directors and Officer (D&O) & General Liability (GL) Insurance Program

Protect yourself, your chapter or region, and its leaders with competitively priced insurance coverage.

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CSI Sample Privacy Policy for Chapters & Regions

Privacy policies communicate how your CSI Chapter or CSI Region (“you”) collects, uses, discloses, and manages data. This transparency helps build trust with website users by making clear how their personal data is used. Policies also reassure users that you are complying with applicable privacy and data management laws and regulations.

View Sample Website Language & Privacy Policy

Sample Bylaws and Primer

Bylaws are essential and legally required for every Chapter or Region—or any non-profit—to have in place. These documents, along with the Articles of Incorporation, are the main governance documents for the organization. It is important that the Bylaws are consistent with applicable local, state, and federal laws because they provide rules that serve to meet the legal requirements of the state in which the Chapter or Region is incorporated.

View Sample Bylaws & Primer

Annual Check-In

The Annual Check-In Report is a health checkpoint of the chapter’s or region’s governance and business practices and allows CSI National to confirm that the chapter or region is in good standing with the elements of the Affiliation Agreement.

If the chapter or region is unable to meet one or more of the obligations on the report, the Chapter, Region, and National will work collaboratively to create a plan so that the chapter or region can work towards compliance with the Affiliation Agreement.

Annual Check-In Details

History: Realignment and Simplified Dues

Serving members has always been at the heart of CSI. Changes to chapter boundaries and dues enable CSI to better serve members, together. Follow the link for everything you need to know about the transition to a new alignment and single dues structure.

History: Realignment and Simplified Dues

Chapter & Region Management

In addition to resources to manage your chapter or region, be sure to protect your chapter or region from the risk of losing its tax-exempt status with these important how-to support resources.

IRS 990 Guidance

Leadership Training

Essential—and free—online board leadership training to support your leadership journey and advance your career.

Start Learning

Leader Planning Checklist

Save your valuable time by having key CSI-related deadlines in one place at your fingertips.

View Upcoming Deadlines

Roster Self-Update Tool

Manage your chapter or region leader roster online, anytime.

Manage Roster

CSI Conduct Policy

CSI members and nonmembers must comply with all applicable CSI policies when participating in CSI activities.

View Conduct Policy

Outgoing Chapter & Region President Recognition Certificates

Recognition from the Chair of CSI to the leaders who take on the responsibility of leading chapters and regions.

CSI Honors & Awards Program

Share your chapter, region, and local member successes and celebrate with CSI colleagues nationally with these peer-reviewed honors and awards.

The awards include:

Outstanding Chapter Commendation (OCC) Awards
- CSI supplies the necessary yearly OCC Membership Report
Chapter Cup
Distinguished Service Award
Communication Award

Learn More & Apply

Event Resources & Education

Grow event attendance by reaching a wider target audience through the power of CSI's online presence and e-newsletters.

Submit an Event to CSI National

CSI-AIA Provider Program

Save time and expense ($1,110) associated with becoming an approved AIA CEU Provider by offering programs through CSI’s Provider Program.

Learn More

Certification Exam Prep Course Promotion

Reach more certification prep attendees, free, through this national online database of prep courses.

View Course Database