Leadership Training Conference Dallas, Texas March 3-6, 2011

Elliott Short Marc Meadows Unit Operations I Purpose and Principles

OBJECTIVES 1.Learn your unit’s strategic fit 2.Identify your customers 3.Gain an understanding of Executive Committee roles and responsibilities 4.Prepare for the rest of LTC

Outline 1.Your unit within ASME 2.Mission 3.Executive Committee Operation

ASME’s Mission Promote and enhance the technical competency and professional well-being of our members Better enable practitioners of mechanical engineering to contribute to the well-being of humankind

Your Unit in ASME Board of Governors Knowledge & Communities Codes & Standards CentersInstitutes Strategic Management

Your Unit in K&C

Your Unit in a District

K&C’s Mission Knowledge Creation Knowledge Sharing Networking

Knowledge Sharing ASME Examples –Professional Development Seminars –Member developed wiki’s –Technical Speakers –Discussion Forums

Networking ASME Examples –Happy Hours –Dinner Meetings –Social Gatherings at Conferences –Online Group Chats A Silver State Section Event

Knowledge Creation ASME Examples –Presenting research at a conference –Getting published in peer reviewed journals –Grant funded research –Old Guard Contests

Where is Your Unit’s Mission? Sections Affinity Groups Divisions Communities of Practice Knowledge Creation Knowledge Sharing Networking

What is your unit’s mission statement Purposeful Short and simple Easy to communicate Captures the big picture Sanity check for major decisions

Self Assessment Take 5 minutes to fill out questionnaire

What Are Your Member’s Needs To belong To feel welcome A place to grow A safe place to learn professionally Access to opportunity Access to information Be inspired Be recognized To teach, mentor, share Serve a higher purpose: volunteer Safe places to live and work

Who are your customers and affiliates? Engineers Researchers Work Crafts Regulators Public K-12 Teachers Professors Students K-12 College Students Graduate Students

Executive Committees Chair Past Chairs Communications Subcommittee -Comm. Chair -Newsletter Editor - Webmaster History & Heritage Subcommittee - Comm. Chair - Historian - Member at Large College Relations Subcommittee - Comm. Chair - College Relations Rep - Student Section Chair Vice Chair SecretaryTreasurer Programs Subcommittee - Comm. Chair - Event Planner - Member at Large Chair Programs Subcommittee - Comm. Chair - Event Planner - Member at Large History & Heritage Subcommittee - Comm. Chair - Historian - Member at Large College Relations Subcommittee - Comm. Chair - College Relations Rep - Student Section Chair Communications Subcommittee -Comm. Chair -Newsletter Editor - Webmaster History & Heritage Subcommittee - Comm. Chair - Historian - Member at Large College Relations Subcommittee - Comm. Chair - College Relations Rep - Student Section Chair Programs Subcommittee - Comm. Chair - Event Planner - Member at Large Communications Subcommittee -Comm. Chair -Newsletter Editor - Webmaster History & Heritage Subcommittee - Comm. Chair - Historian - Member at Large College Relations Subcommittee - Comm. Chair - College Relations Rep - Student Section Chair

Executive Committees Key Responsibilities –Abide by Rules –Maintain Focus –Program Planning –Succession Planning –Member Recruitment

Abide by Rules Unit Level –Bylaws –Operating Guide Governance Level –Manuals –Policies –Merit Based Funding Robert’s Rules of Order

Maintain Focus Focus on your unit’s… Customers Mission Finances Volunteers

Program Planning Keys To Success 1.Set goals 2.Deliver programming that members respond to 3.Start planning at least 3-6 months ahead 4.At least break even 5.Deliver announcements 5 times using 3 formats 6.Remember to have fun!

Succession Planning Why? Build a tradition of a well run organization How? Recruit new volunteers Send someone to LTC each year Mentor newer volunteers Encourage regular change in roles

Member Recruitment Why? Keep ASME relevant Help your coworkers share in the benefits How? Invite to attend event Leave copy of ME Magazine or Unit Newsletter Take five minutes to talk about why you are a member

Key Points Networking and Knowledge Sharing Programs and activities should meet your member’s needs Leverage the Executive Committee Model

Get the Most out of this LTC Ask questions Make new friends Break if you need it Attend everything

Thank You Elliott Short: Marc Meadows: This presentation will be posted on the 2011 LTC Web Site, at /ltc11/presentations.cfm