Copyright © 2006 School Nutrition Association. All Rights Reserved. State Leadership Handbook for State Affiliates A Resource Guide for SNA State Leadership

Copyright © 2006 School Nutrition Association. All Rights Reserved. Tour Guides Gail Andrews Northwest Regional Director Kathy Burrill Midwest Regional Director Jane Johnson West Regional Director JoAnne Robinett Mideast Regional Director Beth Wallace Southwest Regional Director Debbie Works Northeast Regional Director Joan Williams Southeast Regional Director, Regional Director Chair

Copyright © 2006 School Nutrition Association. All Rights Reserved. Section I State Affiliate Operations Officers/Job Descriptions President President-Elect Vice President Treasurer Secretary Paid/Volunteer Staff Position

Copyright © 2006 School Nutrition Association. All Rights Reserved. Board Orientation Once the Executive Board is in place, develop a an orientation to familiarize the Board to your state’s operations. Implied expectations can result in problems later on.

Copyright © 2006 School Nutrition Association. All Rights Reserved. Sample Board Orientation Welcome – Setting the Stage Executive Board – How it Works and How it is Organized Who We Represent How the Board communicates Expectations of Executive Board Directors Goals and Mission for Coming Year Roles and Division of Responsibilities of Offices Committee Structure

Copyright © 2006 School Nutrition Association. All Rights Reserved. Sample Board Orientation- cont. Meetings Schedule Overview of Major Programs and Activities Financial Overview Policies and Procedures Your Resources as Directors SNA Resources and Services Q and A

Copyright © 2006 School Nutrition Association. All Rights Reserved. Positive Leadership Plans! Motivates! Celebrate Successes! Empowers! Energizes! Listens! Develops! Leads…

Copyright © 2006 School Nutrition Association. All Rights Reserved. Governing Rules, Policies and Procedures and Practices Developing your Bylaws Financial Practices and Systems Conducting Your Board Meeting

Copyright © 2006 School Nutrition Association. All Rights Reserved. Rate of Change and Impact on Boards Forcing associations to become more responsive – quicker to react More rational/open and less political More nimble/flexible More concerned about outcomes

Copyright © 2006 School Nutrition Association. All Rights Reserved. Executive Board Focus Direction Setting/Strategic Planning Policy Making/Approval Defining Desired Outcomes Evaluation/Assessment Insuring Good Name of the Association

Copyright © 2006 School Nutrition Association. All Rights Reserved. Knowledge –Based Decision Making Based on strategic thinking – the pursuit of the right questions About having sufficient thought/discussion to see the realm of possibilities And then, making a decision that we never know for sure is the right one

Copyright © 2006 School Nutrition Association. All Rights Reserved. Essential Elements Dialogue before deliberation Planning and thinking strategically Well-prepared directors Trust and respect

Copyright © 2006 School Nutrition Association. All Rights Reserved. Sample Executive Board Agenda Items Official Opening Requirements Committee of the Whole (dialogue) Mega Discussions (dialogue) Action Items (deliberation/decision) Reports (Business) Committee and Other Reports (Updates)

Copyright © 2006 School Nutrition Association. All Rights Reserved. Percentage of Time Spent Dialogue Deliberation and Decision Planning/Future Official Business Reports Other Reports

Copyright © 2006 School Nutrition Association. All Rights Reserved. Board Packet Information Agenda Action Items Committee Reports Business Reports Background Information for Discussions

Copyright © 2006 School Nutrition Association. All Rights Reserved. In a Knowledge-Based Association Who makes the decision is far less important than the quality of information and insight on which the decision is made

Copyright © 2006 School Nutrition Association. All Rights Reserved. Section II Membership Info and Policies Member Recruitment Processes & Procedures Membership Marketing Programs Membership and Professional Development Awards

Copyright © 2006 School Nutrition Association. All Rights Reserved. Members, Members, Members! Member Retention Membership Campaigns Membership Incentives Benefits, Benefits, and more Benefits!

Copyright © 2006 School Nutrition Association. All Rights Reserved. Member Info and Policies SNA’s Annual Plan Strategic Issues State Leadership Visitation Policy Staff Directories and Calendars

Copyright © 2006 School Nutrition Association. All Rights Reserved. SNA Logo Guidelines

Copyright © 2006 School Nutrition Association. All Rights Reserved. SNA Logo Guidelines

Copyright © 2006 School Nutrition Association. All Rights Reserved. Section III How To Tools…

Copyright © 2006 School Nutrition Association. All Rights Reserved. Importance of Financial Reports Reports should be accurate and thorough Reports should be timely Monthly or quarterly reports Annual financial reports Annual audit

Copyright © 2006 School Nutrition Association. All Rights Reserved. How to Involve Members on Committees Meetings organized and structured Share responsibilities Create ways to get people involved Assign members by areas of interest

Copyright © 2006 School Nutrition Association. All Rights Reserved. How to Hold a “Mega-Issue” Discussion It Begins with a Desire/Need for Better Governance: Superior Results –Better Decision Making; More Strategic –Knowledge-Based Decisions –Policy Governance Focus Thoughtful Consideration and Inquiry Before Deliberating (Advocating, Persuading and Enlisting) To Reach Conclusion

Copyright © 2006 School Nutrition Association. All Rights Reserved. A Forum for Open Dialogue What Do We Know about this Issue? How Do We Know? What Are Our Choices? The Possibilities? What Are the Pros/Cons?

Copyright © 2006 School Nutrition Association. All Rights Reserved. Where Do Mega Issues Come From? Strategic Planning Issues Requiring More Dialogue Hot Emerging Issues/Controversial Issues Identified by Leadership/Boards Task Force Recommendations or Committees Any Issue that Requires Dialogue to Resolve

Copyright © 2006 School Nutrition Association. All Rights Reserved. Characteristics of Mega Issues Frequently Complex; Not Easily Resolved Sometimes Highly Emotional Require Broad-Based Input and Buy-In Challenge Participants to Get Out of the Box Require Well Thought-out Questions Should Lead to Practical Consensus: Minority Willing to Go with Majority View

Copyright © 2006 School Nutrition Association. All Rights Reserved. Section IV Appendix SNA Mission, Vision and Values At-A-Glance Contact Information Awards Deadlines Child Nutrition Foundation Change of Status Form Glossary of Acronyms

Copyright © 2006 School Nutrition Association. All Rights Reserved. Section V Permanent Records Bylaws and Amendments Correspondence and Notices Contracts, tax records, legal documents Board Reports Financial Reports Current Membership Roster Policies and Procedures Board Contact Information

Copyright © 2006 School Nutrition Association. All Rights Reserved. Putting the pieces together