Being Fully Staffed; Succession Planning

Succession Planning Strengthens Chapters Allows chapters to begin grooming & training those potential “stars” immediately for positions Allows chapters to strategically plan & manage diversity within the chapter Builds commitment and loyalty for the organization

It’s All About the Volunteers!

Hire Inspire Admire Retire

Volunteer Expectations Complete understanding of the position – time required; required tasks, etc. Feeling welcomed Good training Opportunity to do interesting work Feeling appreciated Receiving relevant & regular communication Helping to make the world a better place Allows for more social connection Opportunity to learn new & different things

So where do we start?

Competencies Needed to Lead Your Chapter Leadership Initiative Judgment Planning & Organization Teamwork Commitment Political Savvy Leadership enjoys leading; can take unpopular stands; encourages direct & tough debate but isn’t afraid to end it & move on; is looked to for direction in a crisis; faces adversity head on; energized by tough challenges Initiative Seizes opportunities; Enjoys working hard; Action oriented Judgment Makes good, well-calculated decisions; most solutions & suggestions turn out to be correct & accurate when judged over time; sought out by others for advice/solutions Planning & Organizing sets objectives and goals; develops schedules, assignments & process step; anticipates and adjusts for problems/roadblocks; evaluates results; uses resources effectively & efficiently; can manage multiple activities to accomplish goals; organizes records Teamwork relates well to diverse people; builds constructive/effective relationships; uses diplomacy and tact; can diffuse tense situations; can find common ground to solve problems; remains fair in making decisions for those involved interests/needs; is seen as a team player; gains trust and support of peers; encourages collaboration; can be candid  Commitment pursues tasks with energy, persistent in accomplishing task  Political Savvy can effectively maneuver through complex political situations; is sensitive to how people and organizations function; anticipates and plans approach effectively; views corporate politics as a necessary part of organizational life and works to adjust  

Training & Mentoring Needed to Build Leadership SHRM National Leadership Conference (November) On-line Volunteer Leasers’ Resource Center (VLRC) HRVirginia Leadership Conference (January) Current and Past Chapter Leaders Field Service Directors & Regional Administrators Networking & building relationships with other chapters On-line Volunteer Leaders’ Resource Center (VLRC) Position Descriptions Approved logo graphics General SHRM information Strategic Planning Toolkit Succession Planning Toolkit Orientation Manual for New Officers Fundamentals of Chapter Operations State Council & Chapter SHAPE (SHRM Affiliate Program for Excellence)

Steps to Succession Planning Establish a Strategic Plan (Vision, Mission, Goals) Evaluate current volunteer roles for relevancy Establish a ‘line of succession” for positions IMPORTANT: Evaluate/update position descriptions & customize for chapter’s needs Evaluate value proposition for attracting / retaining volunteers Leadership enjoys leading; can take unpopular stands; encourages direct & tough debate but isn’t afraid to end it & move on; is looked to for direction in a crisis; faces adversity head on; energized by tough challenges Initiative Seizes opportunities; Enjoys working hard; Action oriented Judgment Makes good, well-calculated decisions; most solutions & suggestions turn out to be correct & accurate when judged over time; sought out by others for advice/solutions Planning & Organizing sets objectives and goals; develops schedules, assignments & process step; anticipates and adjusts for problems/roadblocks; evaluates results; uses resources effectively & efficiently; can manage multiple activities to accomplish goals; organizes records Teamwork relates well to diverse people; builds constructive/effective relationships; uses diplomacy and tact; can diffuse tense situations; can find common ground to solve problems; remains fair in making decisions for those involved interests/needs; is seen as a team player; gains trust and support of peers; encourages collaboration; can be candid  Commitment pursues tasks with energy, persistent in accomplishing task  Political Savvy can effectively maneuver through complex political situations; is sensitive to how people and organizations function; anticipates and plans approach effectively; views corporate politics as a necessary part of organizational life and works to adjust  

Steps to Succession Planning (cont.) Identify the competencies of current key leaders Experience & duties required Personality, political savvy & judgement Leadership skills Solicit interest of all members Analyze members’ known competencies for potential volunteer leaders The “key” to knowing members’ competencies is to get them involved, and learn their skills, interests, etc. Leadership enjoys leading; can take unpopular stands; encourages direct & tough debate but isn’t afraid to end it & move on; is looked to for direction in a crisis; faces adversity head on; energized by tough challenges Initiative Seizes opportunities; Enjoys working hard; Action oriented Judgment Makes good, well-calculated decisions; most solutions & suggestions turn out to be correct & accurate when judged over time; sought out by others for advice/solutions Planning & Organizing sets objectives and goals; develops schedules, assignments & process step; anticipates and adjusts for problems/roadblocks; evaluates results; uses resources effectively & efficiently; can manage multiple activities to accomplish goals; organizes records Teamwork relates well to diverse people; builds constructive/effective relationships; uses diplomacy and tact; can diffuse tense situations; can find common ground to solve problems; remains fair in making decisions for those involved interests/needs; is seen as a team player; gains trust and support of peers; encourages collaboration; can be candid  Commitment pursues tasks with energy, persistent in accomplishing task  Political Savvy can effectively maneuver through complex political situations; is sensitive to how people and organizations function; anticipates and plans approach effectively; views corporate politics as a necessary part of organizational life and works to adjust  

Steps to Succession Planning (cont.) Select the high-potential members who will participate in succession planning Identify gap between what the high-potential members are able to do presently & what they must be able to do in the leadership role Create a development plan for each high-potential member to prepare for the leadership role Perform development activities with each high-potential member Interview and select a member for the leadership position(s) Leadership enjoys leading; can take unpopular stands; encourages direct & tough debate but isn’t afraid to end it & move on; is looked to for direction in a crisis; faces adversity head on; energized by tough challenges Initiative Seizes opportunities; Enjoys working hard; Action oriented Judgment Makes good, well-calculated decisions; most solutions & suggestions turn out to be correct & accurate when judged over time; sought out by others for advice/solutions Planning & Organizing sets objectives and goals; develops schedules, assignments & process step; anticipates and adjusts for problems/roadblocks; evaluates results; uses resources effectively & efficiently; can manage multiple activities to accomplish goals; organizes records Teamwork relates well to diverse people; builds constructive/effective relationships; uses diplomacy and tact; can diffuse tense situations; can find common ground to solve problems; remains fair in making decisions for those involved interests/needs; is seen as a team player; gains trust and support of peers; encourages collaboration; can be candid  Commitment pursues tasks with energy, persistent in accomplishing task  Political Savvy can effectively maneuver through complex political situations; is sensitive to how people and organizations function; anticipates and plans approach effectively; views corporate politics as a necessary part of organizational life and works to adjust  

Evaluate the Success of Your Succession Plan Get feedback from board and chapter members Evaluate it Make appropriate changes Communicate it Leadership enjoys leading; can take unpopular stands; encourages direct & tough debate but isn’t afraid to end it & move on; is looked to for direction in a crisis; faces adversity head on; energized by tough challenges Initiative Seizes opportunities; Enjoys working hard; Action oriented Judgment Makes good, well-calculated decisions; most solutions & suggestions turn out to be correct & accurate when judged over time; sought out by others for advice/solutions Planning & Organizing sets objectives and goals; develops schedules, assignments & process step; anticipates and adjusts for problems/roadblocks; evaluates results; uses resources effectively & efficiently; can manage multiple activities to accomplish goals; organizes records Teamwork relates well to diverse people; builds constructive/effective relationships; uses diplomacy and tact; can diffuse tense situations; can find common ground to solve problems; remains fair in making decisions for those involved interests/needs; is seen as a team player; gains trust and support of peers; encourages collaboration; can be candid  Commitment pursues tasks with energy, persistent in accomplishing task  Political Savvy can effectively maneuver through complex political situations; is sensitive to how people and organizations function; anticipates and plans approach effectively; views corporate politics as a necessary part of organizational life and works to adjust  

SUCCESSION PLANNING/CAREER DEVELOPMENT QUESTIONNAIRE   This questionnaire will help us understand what your leadership career goals are as a volunteer leader. (Remember: leadership builds character!) The Director will then use this information to appoint his/her officers. Please complete this form and bring it with you to the chapter or state council meeting.   NAME: ____________________________________________________CURRENT OFFICE/POSITION HELD:____________________________ YEARS IN POSITION: _____   1. We would like to know what position(s) you would be interested in holding. In most cases, only two to three consecutive one-year terms are allowed for the same position.   If you would like to remain in your current office, please indicate this. If not, please indicate what position you are interested in. This need not be limited to open positions, as other positions may come open with these changes. You may also list more than one position. (Remember: holding a leadership position counts toward re-certification as well!)   POSITION (S) THAT YOU WOULD LIKE TO BE CONSIDERED FOR (or list current position):         2. We would also like to start creating a succession plan for the next 3 years. Please share any goals that you have for future leadership positions.   WHAT ARE YOUR 2 – 3 YEAR LEADERSHIP GOALS?         3. Whether or not you plan to vacate your current position next year, we would like your ideas for your successor. If you plan to serve again next year in your current position, who could you start mentoring for this position in the future?   POTENTIAL SUCCESSORS         4. What other committed, responsible, fun individuals should we be talking to about serving on board of the Chapter or the State Council? Please list anyone that you think would be a good addition to our team:  

Board Roster/Competencies/Potential Positions

Board Roster

Questions / Discussion?