Using AI In Your YPO Chapter

A weekend edition about your YPO chapter, the most important part of YPO, and exactly how an AI assistant fits into running it. Not the case for AI, but the plumbing that has to exist first and the things a chapter actually does with it once it does.

Stephen is the Regional Learning Officer for the Pacific, has founded two chapters, has been chapter chair, and will facilitate the chapter chair workshops at GLC in San Diego and Thailand in 2027. Everything here is what his own chapter does.

In this weekend edition, Stephen Forte covers:

• The plumbing: a domain the chapter owns, a Google Workspace subscription for the officers, mailboxes attached to roles rather than people, and a shared drive organized by learning year with the contracts, receipts, run sheets and minutes. Then connect the assistant. You are not handing over a job, you are handing over a memory.
• The board meeting: transcript to commitments, each sent back to the person who made it, and next month's agenda drafted from what is still open.
• The learning calendar: four events by the first of October, drafted in August from last year's run sheets and ratings instead of a September scramble.
• Member outreach: individual notes drafted from attendance history, always read and sent by a human, and the member who went from nine events to two, who needs a phone call, not a note.
• The money: who owes what in one sentence through the books, and the hard line: a window into the vault, never a second key.
• Governing documents, Game Plan follow-through, the weekly officer update, events and awards.
• Two rules: Forum is never on the list; administration is a system, Forum is a promise. And never automate the notes that are supposed to cost you something.

The ask: if you have built a piece of this, a spreadsheet you are secretly proud of or a run sheet that worked twice, Stephen wants it, and especially wants to know what broke. Write to him directly at stephen@forte.hk, and forward this to your chapter manager.

Sources:

• Stephen Forte's own practice as chapter founder and chair, Regional Learning Officer for the Pacific and Game Plan coach. All anecdotes are anonymized; no chapter, officer, manager or staff member is identified.
• YPO's chapter learning calendar requirement (four events by 1 October), as provided to chapter officers.

The AI Brief from the YPO Technology Network is a daily executive briefing on the AI developments that matter to business leaders. Hosted by Stephen Forte.