Hand in Hand: Recruitment and Retention for Outstanding Board Members Presented by Erica Dickson CPIM, CSCP

Agenda Chapter Management WIFM—What’s In It For Me GPTV—Great Place to Volunteer

Chapter Management Position binders Call to membership for volunteers Associate board positions for succession planning

Position Binders Everything a board member needs to get started Key elements for success – Roles and Responsibilities – Organizational Chart – Board Year 8x10 – Bylaws Continued Success – Parliamentary Procedures – APICS Style Guide – Chapter Notecards

Position Binders-Roles and Responsibilities

Position Binders-Organization Chart

Position Binders-Working Calendar

Position Binders-Websites and Passwords

Position Binders-Websites and Passwords, cont.

Position Binders-Bylaws

Position Binders-Parliamentary Procedures

Position Binders-APICS Style Guide

Position Binders-APICS Style Guide, cont.

Position Binders-Board Strengths

Position Binders-Note Cards

Call to Membership

Call to Membership, cont.

Succession Planning Overwhelming response Created Associate Positions Builds Continuity Amongst Board Positions Creates Flexibility and Responsibility Sharing

WIFM Why did you join the board? – Dinner at board meeting – Complementary PDMs – Reduced tuition for board members (88% savings for CPIM)

Strengths Finder 2.0 Strengths vs. Weaknesses – Permitting people to focus on activities where they excel is far better for your organization then delegating tasks that make them uncomfortable. – “Anyone can learn a skill but to be good at it, enjoy it, and do it effortlessly requires talent.” 1 – Build self confidence and efficiency with your strengths and become the go-to person for that strength. – People have several times more potential for growth when they invest energy in developing their strengths instead of correcting their deficiencies. – 1 Sherri, “Focus On Your Strengths” Serene Journey, May 2009, 1 Aug 2012,

Strengths Finder 2.0, cont. Career planning—Individuals use their strengths to think about what they are best equipped to do at work Team building—People work together best when they understand their individuals strengths and how they can leverage one another Improving work performance—As people understand their strengths, they are able to focus on using their strengths to get their current jobs done more effectively Interview preparation—A great way to answer the inevitable interview question: "What are your strengths?"

Strength Finder 2.0, Domains and Strengths Planning for Current and Future Success Meeting CMS and maintaining platinum CBAR Keeping the APICS brand and the chapter visible, viable and growing Open and honest relationships between the BOD and with our members and customers

Strengths Finder 2.0, How Can Strengths Up- Level Your Board? Knowing Board Members Individual Strengths can help you: – Accomplish your Chapter’s goals Use your Strategic Thinkers Use your Executers – Increase your Chapters presence Use your Relationship Builders Use your Influencers

Strength Finder 2.0, Sample Board Strenghts

GPTV *The Bureau of Labor Statistics issues an annual study on volunteer rates in the U.S. down from 28% in 2008http:// <27% of population volunteer* 46.2% volunteer <49 hours yearly** **Volunteers by annual hours of volunteer activities and selected characteristics, September

GPTV Be open and direct – Set Expectations Internal Communication Action Item Completion – Be Honest – Provide Feedback

GPTV Promote a challenging work environment – Common WIFMs It’s a Business – Learn new Skills

GPTV Win and have fun – Address differences early – Cultivate relationships – Provide team building opportunities Celebrate successes – Recognition at PDM

Summary Chapter Management—Finding energetic people who want to volunteer WIFM—Understanding why the board member is volunteering and what will keep them volunteering GPTV—Making the chapter a great place to volunteer

Questions?

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