CHAPTER BOARD 101: Leadership & Succession Training 10:10-11:00am

Topics We Will Discuss Today Nominations & Elections Strategy Chapter Operations Plan Chapter Leadership Transition Guidebook

N & E Strategy Administrative Tasks vs Strategic Focus Waiting vs Recruiting Member Nominations vs Cmte Nominations The Fingers Crossed vs “The Ask” 1 month of 24 vs 24 months of 24

Chapter Operations Plan Standing Item on Chapter Board Meeting Agenda Can (& Should) Be Revised Along The Way

Chapter Operations Plan Nine Strategic Focus Areas: 1-Membership 2-Volunteer Leadership 3-Education, Resources & Networking 4-Ethics, Governance & Operations 5-Communication 6-Financial Stability 7-Visibility & Marketing 8-Building On Strengths 9-Relationships with National

Chapter Operations Plan Management Tool for Leadership & Delegation Strategy Tool for Focus & Prioritization

Leadership Transition Guidebook Sample Chapter Leadership Transition Document Outgoing Board Transition Team Outgoing Committee Transition Team Board Job Descriptions Transition Checklist Retreat Agenda Planning Committee Status Report (CSR) Recommended Personality Traits

Leadership Transition Guidebook What are the things you did do that should continue? What are the things you did do that should not continue? What are the things you did not do that you wish you did?

Leadership Transition Guidebook What did you wish you knew in your first 90 days? What needs to be done in the next first 90 days?

Leadership Transition Guidebook A word about a committee vs a task force A word about personality traits and volunteer assignments

Topics We Did Discuss Today Nominations & Elections Strategy Chapter Operations Plan Chapter Leadership Transition Guidebook

2016 CHAPTER BOARD 101 TRAINING Q & A Q&A on Leadership & Succession Section? Q&A on Presidents Section? Q&A on Treasurer’s Section? “Thank You” 2016 CHAPTER BOARD 101 TRAINING