Organizational Infrastructure Building Systems to Create an Organizational Legacy

Organizational infrastructure Why is infrastructure important to your organization? Creating processes, systems and functions that will ensure consistency long after we’re gone from Baylor Creating clearly defined roles for members & officers Providing accountability

Organizational infrastructure Where should infrastructure exist within your organization? Constitution/By-Laws Leadership Advisors Financial Systems

Organizational infrastructure Your Constitution/By-Laws: the Foundation Purpose & Goals Meetings Membership Judicial Procedure Leadership Financial Systems Constitution Demonstration

Organizational infrastructure Building on the Foundation: Leadership Step 1: Job descriptions ~ a good job description includes information such as: Goals Specific Tasks Expectations Clear Language Regular Duties Structure (hierarchy) “And other various duties”

Organizational infrastructure Building on the Foundation: Leadership Step 1: Job descriptions Step 2: Transition ~ Strong leadership infrastructure means having processes in place to ease the transition experiences for both outgoing and incoming officers such as: Advisor Involvement Shadowing Retreat/Meeting Binders (or equivalent) to pass on

Organizational infrastructure Building on the Foundation: Leadership Step 1: Job descriptions Step 2: Transition Step 3: Equipping Leaders ~ Great leaders are equipped with all the necessary resources to be successful: Bank account info Mailbox key E-mail account Calendar Website info S.O.L.D. Student Activities Advisor(s)

Organizational infrastructure Building on the Foundation: Advisors Step 1: Continuity ~ Keep your advisor(s) involved! Advisors can help your organization overcome issues with continuity if they are well informed!

Organizational infrastructure Building on the Foundation: Advisors Step 1: Continuity Step 2: Leadership ~ Advisors are tremendous resources for you! From conflict resolution to knowing how to reserve rooms – learn to recognize the resource your advisor(s) can be!

Organizational infrastructure Building on the Foundation: Advisors Step 1: Continuity Step 2: Leadership Step 3: Approvals ~ As part of the University’s expectations of your organization, your Advisor(s) will be essential to your group’s University compliance processes

Organizational infrastructure Building on the Foundation: Advisors Step 1: Continuity Step 2: Leadership Step 3: Approvals Step 4: Training ~ Just as you must equip your student leaders, you must also equip your advisor(s)! Create a training process for your advisor(s) in the event of an advisor change!

Organizational infrastructure Building on the Foundation: Financial Systems Step 1: Internal Approval Processes ~ The best organizations have internal processes through which the Treasurer and/or President approve all spending.

Organizational infrastructure Building on the Foundation: Financial Systems Step 1: Internal Approval Processes Step 2: Checks & Balances ~ Be sure you have methods in place to provide accountability – especially to those in positions of leadership!

Organizational infrastructure Building on the Foundation: Financial Systems Step 1: Internal Approval Processes Step 2: Checks & Balances Step 3: Reporting ~ All organizations should have processes in place through which the Treasurer (or equivalent) makes a financial report to Executive Leadership and/or membership each semester/year.

Organizational infrastructure Need help building YOUR infrastructure? Call us! Karin Klinger or Leslie Poe 254-710-2371 Karin_Klinger@baylor.edu www.baylor.edu/student_activities