Principles of Unit Leadership Scott Carlson

2 Principles of Unit Leadership Scott Adams, United Media

3 Session ObjectivesSession Objectives –“Advanced Skills for Leadership Challenges....And Inspiring Others to Make a Difference” –Provide a Baseline for this Conference –Whet Your Appetites –Challenge You as a Leader –Give You Minimum Objectives Principles of Unit Leadership

4 Session OutlineSession Outline –Leadership, ASME and Your Roles –Recruiting Volunteers –Effective Meetings –Succession Planning

5 Principles of Unit Leadership PLAN ASSIGN EXECUTE REVIEW Leadership Cycle

6 Principles of Unit Leadership Function/History of the SocietyFunction/History of the Society –In the Beginning or Adam Smith Revisited –And Now Worldwide, over 125,000 members Membership Driven Seeking to maximize quality of life for members and society

7 Principles of Unit Leadership One Size Does not Fit AllOne Size Does not Fit All –Unit Function –Geography - Membership –Industries –Student Sections

8 Principles of Unit Leadership Your Role - Lead the Unit MembershipYour Role - Lead the Unit Membership –Drive the Agenda Understand Your Roles and ResponsibilitiesUnderstand Your Roles and Responsibilities Understand Your AssetsUnderstand Your Assets Understand Your DeadlinesUnderstand Your Deadlines

9 Principles of Unit Leadership Your ResponsibilitiesYour Responsibilities –Lead (Who, What, Where, When, and Why) –The Unit Operating Roles – Four Primary Jobs/Functions Supreme Leader, Grand Poobah, The Big CheeseSupreme Leader, Grand Poobah, The Big Cheese Money BagsMoney Bags RecorderRecorder Worker BeesWorker Bees

10 Principles of Unit Leadership Your AssetsYour Assets –ASME Leaders –ASME Staff –ASME Body of Knowledge –Industry –Universities –Internet –Unit Volunteers

11 Principles of Unit Leadership Scott Adams, United Media

12 Principles of Unit Leadership Volunteers - Your Greatest Resource and Challenge The Bad News - You’ve Got CompetitionThe Bad News - You’ve Got Competition –Work –Family –Hobbies –475 Channels on TV –Other Societies –Alumni Associations –Organized Religious Activities The Good News – Others Have VolunteeredThe Good News – Others Have Volunteered Group Exercise – What Volunteers NeedGroup Exercise – What Volunteers Need

13 Principles of Unit Leadership What Volunteers Need: A White Paper by the Volunteer and Retention Task ForceWhat Volunteers Need: A White Paper by the Volunteer and Retention Task Force 1.Specific Manageable Task 1. Specific Manageable Task 2. Task Matches Interests 3. Good Reason 4. Written Instructions 5. Reasonable Deadlines 6. Freedom -When and Where 7. Everything Necessary Up Front Front 8.Adequate Training 9.Safe Comfortable Working Environment 10.Follow-Up by Leaders 11.Post Task Feedback 12.Appreciation 13.Useful Skill Development

14 Principles of Unit Leadership How Do You Get VolunteersHow Do You Get Volunteers –The Simple Answer – Ask for Them –Variety of Approaches BroadcastBroadcast The Personal TouchThe Personal Touch –Know the “Volunteer” –Be Someone they will Volunteer FOR –Time the Approach –Articulate Pitch “What’s in it for me?” –Get Them a Mentor/Coach –Individual Mental Exercise

15 Principles of Unit Leadership Group Exercise - Meetings Scott Adams, United Media

16 Principles of Unit Leadership Successful Meetings Have: Leadership Leadership –Preparation –Understand the Purpose –Stay Focused –Be Efficient –Assignments –Start Early – Key Focus

17 Principles of Unit Leadership Dealing with DerailmentsDealing with Derailments –Work to Prevent in the first Place –Keep it Professional –Agendas are Your Friend –Take it Off Line –Table the Discussion –Use Physical Presence

18 Principles of Unit Leadership Scott Adams, United Media

19 Principles of Unit Leadership Succession PlanningSuccession Planning –Who, What, Where, When, and Why? Sharp VolunteersSharp Volunteers Train Them to Take OverTrain Them to Take Over Unit Functions and Prep WorkUnit Functions and Prep Work Start YesterdayStart Yesterday For the Good of the SocietyFor the Good of the Society –Individual Mental Exercise

20 Principles of Unit Leadership ResourcesResources –Volunteer White Paper –Member Recruitment ment_Retainment.cfm ment_Retainment.cfm ment_Retainment.cfm –Unit Leadership Resources urces.cfm also try urces.cfm urces.cfm –Volt Academy –Conference Materials – Web Site and Flash Drive

21 Principles of Unit Leadership AcknowledgementsAcknowledgements –Scot MacEwan –Marian Heller/Burt Dicht –Ken Gentili and Paul Biba –ASME Body of Knowledge –Scott Adams/United Media Reprints –Mary-Grace Hickman/Denny Delafield –Bechtel National Incorporated

22 Principles of Unit Leadership Closing – “Advanced Skills for Leadership Challenges...And Inspiring Others to Make a Difference”Closing – “Advanced Skills for Leadership Challenges...And Inspiring Others to Make a Difference” –ASME – A Member Driven, Worldwide Organization –Understand and Recruit Volunteers –Run Great Meetings –Start Yesterday on Succession –Assignments