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Published byEustacia Johnston Modified over 9 years ago
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The ABCs of Board Orientation A template for adaptation by your association
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Things to think about before you begin….
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Time of year Length of session
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Participants Directors Staff? Committee leadership? Others?
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Speakers? Past Presidents Community leaders Senior staff State reps. Outside consultants Others?
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Include: Either in a packet or links to your intranet on your association’s website (or both”) – Strategic plan – Bylaws and policies – Committee descriptions and rosters – Staff roles and roster – Calendars – Key websites – Parliamentary procedure charts
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Icebreaker Begin with some type of icebreaker that provides for introductions of everyone with some personal information included
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Organizational Review The Three- Way Agreement Highlights of Services Key Websites Trademark
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Mission/Vision Key Strategic Objectives Business Plans Staff Location(s) Website
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Bylaws Policies and procedures
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Association structure/reporting process Committee structure Appointment process Delegation
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Budgeting and Financial Review Developing & managing the budget – Relationship to plan – Percentage of staff time – Estimated direct expense/income – When will money be spent? Plan for liquidity – How to Read a Financial Statement
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Financial statements What to look for? Variances Liquidity/cash flow Projections/forecasts Progress of programs/plans
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evaluating your programs and products Were your objectives met? If not why not? Questions to ask? Should this be continued as is? Should this be continued, but modified? Should this be discontinued? All input required
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Leadership Roles/Responsibilities The Board’s Duties
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DEFINING PURPOSE: WHY ARE WE HERE AND WHAT DO WE DO?
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Strategic and business plansPlanning programs, products & services Tie to initial plans Develop shorter term plans Determine staff and other resources Delegate Develop related budget Require accountability Report frequently
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Obedience Loyalty/Conflicts of interest Disclosure Confidentiality Accounting Reasonable care
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Liability Antitrust price-fixing, boycotting tying agreements NAR E & O
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WORKING WITH STAFF
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Evaluating the CEOWorking as a teamMicromanagementExpectations Position descriptions
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PROFESSIONAL STANDARDS RESPONSIBILITIES Role of the Board of Directors in Ethics Enforcement
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COMMUNICATION PRACTICES/EXPECTATIONS When, how, where
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BEING ENGAGED With membership, community, committees, more
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RPAC AND CALLS TO ACTION Fair share, other award levels, directors’ commitment expected
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ROLE IN THE COMMUNITY
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Expectations Spokesperson Policy Ambassadors
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MEETINGS
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Calendar Key association meetings – Directors/mem bership/other Special events State meetings NAR meetings
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EFFECTIVE MEETINGS
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Key points for board meetings Review standard directors’ agenda Review agenda and materials prior to meetings Participate – healthy disagreement is good! Honor confidentiality Egos Consensus-building
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BASIC PARLIAMENTARY PROCEDURE Call the question!!
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The key motions Making motions Amending motions Substitute motions Postponing motions Referring to committee “Calling the question”
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RECRUITING NEW LEADERS
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How we do it here:
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Other Ideas for recruitment Let members know what you’re looking for Evaluations of events (goals & skills) Create a database of skills and background Nominating committees/ applications Matching skills and strategic direction
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Six module course, available online: http://www.realtor.org/courses/realtors-excelling-in- association-leadership-real REALTORS ®, are you looking for an introduction to getting involved in your local or state REALTOR ® association? AEs, are you looking for a comprehensive tool for training potential leadership? Introducing the REALTORS ® Excelling in Association Leadership (REAL)
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http://www.realtor.org/governance/volu nteer-leadership-guide
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http://www.realtor.org/programs/re altor-leadership-program-rlp
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