BOD Talent Review Proposed Sample Melissa Tata, SWE Director of External Initiatives

Region Governor Talent Review Talent Review Process Goals: Identify actions to increase skill set for immediate position and long term SWE assignment goal Presenter: Self-elected committee chairs and region governors with interest in future BOD positions Format: 10 minute overview with 5 minutes for questions and feedback Audience: BOD and Nom Cmte Timing: BOD2 for RGs that can arrive on Tues PM (prioritize year 2) Next steps: assign BOD mentor; provide files to Nominating Cmte Next steps – obtain feedback from RGs, LPTF, etc 2

3 Personal Family/Fun Family? Nephews aged 4 and 12 Hobbies? Swim, dance, aerobics, travel Next vacation? Boston SWE Special Memories Honors? DNE, Life member Best memory? Region C leadership retreat Work Current title? Sr Manager Marketing Operations Work experience? 6 years mgmt including 80 people across 10 US sites; $60M cost savings; IT installation / marketing Extracurricular Extracurricular experience? Pres/VP Alumni chapters

4 SWE Career Path Southwest TX Section Committee Chair Region F Newsletter Editor RPI Section Vice President Southwest TX Section VP - Board of Directors - COR - Region - National Committee - Section Director Ext Initiative COR Communications FIG Chair Region C Governor Region C Deputy Director RPI Section President RPI Section Committee Chair Southwest TX Section President (2 terms) Speaker of COR

5 Aspire/Advance/Achieve SWE Contributions What have been your most significant contributions: SWOT on COR initiating Senate structure; Region C communication; Region C and SWT pipeline Challenge and Value Add How do you challenge yourself? Rotating into new assignments and developing teams SWE Goals FY10 What are your metric goals? Support at least 15 presentations/publications and facilitate at least 4 SWE-sponsored events What are your other goals? Develop a public policy pipeline; get equal opportunity white paper approved SWE Long Term Goals What is your life long aspiration? SWE president with legacy for pipeline development When do you consider yourself successful? When my team members are recognized for their influence and results and are rewarded with a broader assignment

6 Action Plan OpportunityActionDate Financial acumen Join Finance Cmte and review budget status monthly Engage in leadership and financial courses Develop ideas for new FY11 financial planning Q1FY10 Q2FY10 Strategic agility Determine appropriate orgs for SWE partnerships Lead BOD 2020 discussions Participate in RPI Alumni Board Q3FY10 Q1FY10 Q2FY10 Member engagement – understand members at all levels Mentor 2 leaders; participate in UT CAB & SWT Nom Cmte Train more members on public policy Q1FY10 Q2FY10