1. Awards Leadership Training 2014-2015

2. © 2011, National Association of Health Underwriters www.nahu.org Why NAHU Awards – Recognition & Direction One for every level: Individual Awards Local Chapter Awards State Chapter Awards Regional Awards Setting the course - Becoming the Best of the Best Strategic Planning President’s guide for the year

3. © 2011, National Association of Health Underwriters www.nahu.org Awards Deadline April 6 (unless this occurs on a weekend then it falls on the following Monday.)

4. © 2011, National Association of Health Underwriters www.nahu.org Individual Awards Harold R. Gordon Award Harold R. Gordon Award Distinguished Service Award Distinguished Service Award William G. Wetzel Public Speaking Award William G. Wetzel Public Speaking Award Emerging Leader Award Emerging Leader Award Presidential Citation Award (Chapter Presidents) Presidential Citation Award (Chapter Presidents) Membership Recruiter of the Year Award Membership Recruiter of the Year Award “Spirit of Freedom” Legislative Award “Spirit of Freedom” Legislative Award Legislative Achievement Award Legislative Achievement Award Triple Crown Award Triple Crown Award Leading Producers Round Table (LPRT) Award Leading Producers Round Table (LPRT) Award

5. © 2011, National Association of Health Underwriters www.nahu.org Local Chapter Awards Pacesetter Award Pacesetter Award Legislative Excellence Award Legislative Excellence Award Media Relations Award Media Relations Award Robert W. Osler Education Award Robert W. Osler Education Award William F. Flood Public Service Award William F. Flood Public Service Award Local Website Award Local Website Award Membership – Most New Members Membership – Most New Members Membership – Highest Retention Membership – Highest Retention Membership – Highest Growth Membership – Highest Growth

6. © 2011, National Association of Health Underwriters www.nahu.org State Chapter Awards Landmark Award Landmark Award Legislative Excellence Award Legislative Excellence Award Media Relations Award Media Relations Award Robert W. Osler Education Award Robert W. Osler Education Award William F. Flood Public Service Award William F. Flood Public Service Award State Website Award State Website Award Membership – Most New Members Membership – Most New Members Membership – Highest Retention Membership – Highest Retention Membership – Highest Growth Membership – Highest Growth

7. © 2011, National Association of Health Underwriters www.nahu.org Regional Awards Blue Chip Award Blue Chip Award NAHU Cup NAHU Cup Membership – Most New Members Membership – Most New Members Membership – Highest Retention Membership – Highest Retention Membership – Highest Growth Membership – Highest Growth

8. © 2011, National Association of Health Underwriters www.nahu.org How to Begin? Download & print NAHU awards to familiarize yourself with the criteria of each award. Award criteria is on the NAHU website http://www.nahu.org/members/awards.cfm. Assemble your empty submission booklets now. Print table(s) of contents, tab dividers and section heading pages with the items needed for each section, and organize your booklets that you will submit later. Submission books are your guide and holder for the items that you will be collecting during the year. Meet with your chapter president to coordinate awards in strategic planning and/or leadership sessions. Plan to attend all board meetings and events for your chapter all year.

9. © 2011, National Association of Health Underwriters www.nahu.org How to Begin? Collect multiple copies of all meeting agendas, minutes, notices, flyers, registration forms; state approved continuing education certificates, all copies of newsletters, copies of media releases, etc. Review the state/local awards chair position description. Contact your regional awards chair to get acquainted and ask any questions. Complete and sign the commitment form. (See appendix section of this Leadership Guide.) As awards chair, it is important that you are organized, detailed, active and involved in your association activities during the year.

10. © 2011, National Association of Health Underwriters www.nahu.org Applying for NAHU Awards 1 st – Visit the Awards webpage on NAHU’s website 2 nd – Review the awards and select the ones your chapter wants to pursue 3 rd – Plan for who will be responsible for different criteria, the Awards Chair cannot do it all. 4 th – Download the Awards Guidebook 5 th – Download award template, three-hole punch and place in a binder

11. © 2011, National Association of Health Underwriters www.nahu.org Applying for NAHU Awards 6 th – Have who ever is responsible for the criterion send you the information as it is completed. 7 th – As documentation is received place it in the binder and organize it for submission. 8 th – Clearly section and label each section and documentation item. (i.e. Section 1- NAHU Events, Item 3 – Leg Chair attending Capitol Conference) 9 th – Complete the scoring portion of the application 10 th – Be organized and compile all information as you go, DO NOT WAIT UNTIL THE LAST MINUTE.

12. © 2011, National Association of Health Underwriters www.nahu.org Tips for Organization Be organized and compile all information as you go, DO NOT WAIT UNTIL THE LAST MINUTE. Keep it simple. One comprehensive piece of documentation is better than multiple pieces. Highlight ALL pertinent information. Keep the documentation with the right section. Using the same documentation? Make copies and place each copy with the correct section.

13. © 2011, National Association of Health Underwriters www.nahu.org Documenting Events Board Minutes Flyer or Registration Form showing the date, location, who is sponsoring the event and meeting content Signed contracts showing date and location of the event Confirmation e-mails or letters

14. © 2011, National Association of Health Underwriters www.nahu.org NAHU Award Tools NAHU > Leadership Tools > Awards Tools Awards Guidebook Regional Awards Committee Chair Awards-at-Glance State and Local Awards Chair Position Description & Commitment Form Top 10 Reasons Points Not Awarded Awards Criteria Sheets Awards Strategic Planning Spreadsheets: – Landmark Award – Pacesetter Award – Presidential Citation Award – Legislative Excellence Award

15. © 2011, National Association of Health Underwriters www.nahu.org Awards Guidebook Specific to NAHU’s Annual Awards Program Timeline for planning purposes Details specific documentation for each criterion listed in every award application Lists available tools, organizational tips, and resources

16. © 2011, National Association of Health Underwriters www.nahu.org Top 10 Reasons Applications Lose Points 1.Lack of documentation 2.Documented events, programs, and/or items do not meet the criteria 3.Board chairs not properly reported to NAHU 4.Publishing and reporting items 5.Membership campaigns

17. © 2011, National Association of Health Underwriters www.nahu.org Top 10 Reasons Applications Lose Points 6.Taking points for something another chapter did 7.Insurance policies 8.Presentation of NAHU materials at meetings 9.Assuming something documented in one part of the application will be remembered later in the application 10.Failure to refer to the Awards Guidebook

18. © 2011, National Association of Health Underwriters www.nahu.org Submitting Applications Applications can be either submitted online or via hardcopy to NAHU. Online and paper applications are available here on the Awards page here Awards and all supporting documentation are due on April 5.

19. © 2011, National Association of Health Underwriters www.nahu.org Strategic Planning Spreadsheets Strategic planning spreadsheets are available for the Landmark, Pacesetter, and Legislative chapter awards. On an individual award basis, the Presidential Citation award strategic planning spreadsheet is also available. The tool lays out all of the judging criteria and who in the committee’s best judgment maybe your best resource for information and documentation.

20. © 2011, National Association of Health Underwriters www.nahu.org Contact Your Regional 2014-2015 Awards Committee Chair Chair: Suzy Alberts, sealberts@comerica.comsealberts@comerica.com Vice Chair: Ross Pendergraft, Ross.Pendergraft@USI.bizRoss.Pendergraft@USI.biz Region 1: Liz Taggart, liz_taggart@uhc.comliz_taggart@uhc.com Region 2: Alexis Tucker, alexist@iben.comalexist@iben.com Region 3: Randy Klein, rklein@dsbenefitadvice.comrklein@dsbenefitadvice.com Region 4: Brittany Snyder, riceins@qwestoffice.netriceins@qwestoffice.net Region 5: Kelly Sherrill, kelly@ebenconcepts.comkelly@ebenconcepts.com Region 6: Lan Miller, tlmiller@deltadentalok.org tlmiller@deltadentalok.org Region 7: Danine Baca, danine@fincepts.comdanine@fincepts.com Region 8: Joy Gardner, jgardner@comstockins.comjgardner@comstockins.com Past Chair: Dawn Barr, dawn.ring@mercer.comdawn.ring@mercer.com