Chapter Leader Transition: The First 100 Days Originally presented by Fred Abood, Dennis Jones & Cindy Mottle at the 2008 National Leadership Conference. Adapted by Cindy Mottlel.

Possible Uses Have outgoing chapter leader present this information, adding comments about each task. Read through on your own, keeping track of questions to ask the outgoing chapter leader or the national SCORE office. Present this information to potential future leaders so that they have a better understanding of the responsibility involved.

Election to Mid-August “…this nation should commit itself to achieving the goal, before this decade is out, of landing a man on the moon and returning him safely to the earth.” - John F. Kennedy

CHAPTER CHAIR LEADERSHIP TRANSITION Election to Mid-August “I have a dream that one day this nation will rise up and live out the true meaning of its creed: ‘We hold these truths to be self-evident: that all men are created equal.’” - Martin Luther King

CHAPTER CHAIR LEADERSHIP TRANSITION “We will become Chapter of the Year.” “We will offer the most workshops in the district.” “Every mentor in the chapter will become certified.” “Our chapter will increase diversity to match the local population.”

CHAPTER CHAIR LEADERSHIP TRANSITION Election to Mid-August A vision concentrates on the future; it is a source of inspiration; it provides clear decision-making criteria. What is your vision for the chapter?

CHAPTER CHAIR LEADERSHIP TRANSITION Election to Mid-August Features of an Effective Vision: Paint a vivid and clear picture, not ambiguous Describe a bright future Realistic, achievable Alignment with organizational values and culture Include a deadline if possible

CHAPTER CHAIR LEADERSHIP TRANSITION Election to Mid-August

CHAPTER CHAIR LEADERSHIP TRANSITION Election to Mid-August May April March February January December November October September August July June Review chapter business plan, budget, goals and metrics Register to attend the National Leadership Conference (look for an with registration information) Become familiar with the activities and plans of all committees Appoint new committee members, if needed

CHAPTER CHAIR LEADERSHIP TRANSITION Election to Mid-August May April March February January December November October September August July June Meet with key players & complete the Chapter Leader Orientation Check the SCORE On-Site Review (Form 16); Start preparations if review is scheduled for the upcoming fiscal year Check to make sure the chapter is still meeting the Minimum Standards

CHAPTER CHAIR LEADERSHIP TRANSITION Election to Mid-August May April March February January December November October September August July June Review the chapter’s status with alliance partners; Design expansion plan for the chapter Review any national changes to forms, processes, or policies by visiting the Volunteer Services page of the Volunteer Center Start review of the chapter by-laws to ensure they reflect chapter realities; by-laws should be sent with the Form 3 at the end of September

CHAPTER CHAIR LEADERSHIP TRANSITION Mid-August to October

CHAPTER CHAIR LEADERSHIP TRANSITION Mid-August to October Submit budget and business plan to district leader to get approval Plan smooth transition of leadership May April March February January December November October September August July June

CHAPTER CHAIR LEADERSHIP TRANSITION Mid-August to October May April March February January December November October September August July June Meet alliance partners … SBA, SBDC, CofC. Review submitted Form 14s … deadline is early October (check Chapter Leader checklist for details) Work with current chair on completing the Form 3…deadline is mid-October (the form will state the exact deadline for this year)

CHAPTER CHAIR LEADERSHIP TRANSITION Mid-August to October May April March February January December November October September August July June Hold a meeting or retreat with old/new leadership/others to develop goals. Complete chapter goals submit to district leader by the end of August

CHAPTER CHAIR LEADERSHIP TRANSITION Mid-August to October May April March February January December November October September August July June If you don’t know where you are going, you’re likely to end up somewhere else. A Goal … The purpose toward which an endeavor is directed; an end; an objective.

CHAPTER CHAIR LEADERSHIP TRANSITION Mid-August to October May April March February January December November October September August July June Features of Effective Goal Setting Specific, measurable and time targeted objectives. Tangible and realistic. Goal setting requires motivation. Build in feedback.

CHAPTER CHAIR LEADERSHIP TRANSITION Once You Are Chapter Leader

CHAPTER CHAIR LEADERSHIP TRANSITION Once You Are Chapter Leader May April March February January December November October September August July June For guidance on the remainder of the year, make sure you complete the Chapter Leader Orientation [insert URL] And review the Chapter Leader Checklist [link to document or VC page]

CHAPTER CHAIR LEADERSHIP TRANSITION Once You Are Chapter Leader May April March February January December November October September August July June Prepare Form 3. Revise WebIt to reflect current officer positions. Hold first ExCom and committee meetings. Review bank documents, financials w/ Treasurer. Audit / change roster.

CHAPTER CHAIR LEADERSHIP TRANSITION Once You Are Chapter Leader May April March February January December November October September August July June Start reaffirmation process for Code of Ethics. Review new Daily Desktop Guide. First chapter meeting … recognize past leadership. Meet with DD for goal review, priorities, last On-Site review.

CHAPTER CHAIR LEADERSHIP TRANSITION Once You Are Chapter Leader May April March February January December November October September August July June Leadership … Can be defined as one's ability to get others to willingly follow. You can’t do it alone … delegate … ask for help. It’s about LEADERSHIP … you can make it happen.

CHAPTER CHAIR LEADERSHIP TRANSITION Thanks so much for taking on this most important job.