1. Copyright © 2006 School Nutrition Association. All Rights Reserved. www.schoolnutrition.org State Leadership Handbook for State Affiliates A Resource Guide for SNA State Leadership

2. Copyright © 2006 School Nutrition Association. All Rights Reserved. www.schoolnutrition.org Tour Guides Gail Andrews Northwest Regional Director Kathy Burrill Midwest Regional Director Jane Johnson West Regional Director JoAnne Robinett Mideast Regional Director Beth Wallace Southwest Regional Director Debbie Works Northeast Regional Director Joan Williams Southeast Regional Director, Regional Director Chair

3. Copyright © 2006 School Nutrition Association. All Rights Reserved. www.schoolnutrition.org Section I State Affiliate Operations Officers/Job Descriptions President President-Elect Vice President Treasurer Secretary Paid/Volunteer Staff Position

4. Copyright © 2006 School Nutrition Association. All Rights Reserved. www.schoolnutrition.org Board Orientation Once the Executive Board is in place, develop a an orientation to familiarize the Board to your state’s operations. Implied expectations can result in problems later on.

5. Copyright © 2006 School Nutrition Association. All Rights Reserved. www.schoolnutrition.org Sample Board Orientation Welcome – Setting the Stage Executive Board – How it Works and How it is Organized Who We Represent How the Board communicates Expectations of Executive Board Directors Goals and Mission for Coming Year Roles and Division of Responsibilities of Offices Committee Structure

6. Copyright © 2006 School Nutrition Association. All Rights Reserved. www.schoolnutrition.org Sample Board Orientation- cont. Meetings Schedule Overview of Major Programs and Activities Financial Overview Policies and Procedures Your Resources as Directors SNA Resources and Services Q and A

7. Copyright © 2006 School Nutrition Association. All Rights Reserved. www.schoolnutrition.org Positive Leadership Plans! Motivates! Celebrate Successes! Empowers! Energizes! Listens! Develops! Leads…

8. Copyright © 2006 School Nutrition Association. All Rights Reserved. www.schoolnutrition.org Governing Rules, Policies and Procedures and Practices Developing your Bylaws Financial Practices and Systems Conducting Your Board Meeting

9. Copyright © 2006 School Nutrition Association. All Rights Reserved. www.schoolnutrition.org Rate of Change and Impact on Boards Forcing associations to become more responsive – quicker to react More rational/open and less political More nimble/flexible More concerned about outcomes

10. Copyright © 2006 School Nutrition Association. All Rights Reserved. www.schoolnutrition.org Executive Board Focus Direction Setting/Strategic Planning Policy Making/Approval Defining Desired Outcomes Evaluation/Assessment Insuring Good Name of the Association

11. Copyright © 2006 School Nutrition Association. All Rights Reserved. www.schoolnutrition.org Knowledge –Based Decision Making Based on strategic thinking – the pursuit of the right questions About having sufficient thought/discussion to see the realm of possibilities And then, making a decision that we never know for sure is the right one

12. Copyright © 2006 School Nutrition Association. All Rights Reserved. www.schoolnutrition.org Essential Elements Dialogue before deliberation Planning and thinking strategically Well-prepared directors Trust and respect

13. Copyright © 2006 School Nutrition Association. All Rights Reserved. www.schoolnutrition.org Sample Executive Board Agenda Items Official Opening Requirements Committee of the Whole (dialogue) Mega Discussions (dialogue) Action Items (deliberation/decision) Reports (Business) Committee and Other Reports (Updates)

14. Copyright © 2006 School Nutrition Association. All Rights Reserved. www.schoolnutrition.org Percentage of Time Spent Dialogue Deliberation and Decision Planning/Future Official Business Reports Other Reports

15. Copyright © 2006 School Nutrition Association. All Rights Reserved. www.schoolnutrition.org Board Packet Information Agenda Action Items Committee Reports Business Reports Background Information for Discussions

16. Copyright © 2006 School Nutrition Association. All Rights Reserved. www.schoolnutrition.org In a Knowledge-Based Association Who makes the decision is far less important than the quality of information and insight on which the decision is made

17. Copyright © 2006 School Nutrition Association. All Rights Reserved. www.schoolnutrition.org Section II Membership Info and Policies Member Recruitment Processes & Procedures Membership Marketing Programs Membership and Professional Development Awards

18. Copyright © 2006 School Nutrition Association. All Rights Reserved. www.schoolnutrition.org Members, Members, Members! Member Retention Membership Campaigns Membership Incentives Benefits, Benefits, and more Benefits!

19. Copyright © 2006 School Nutrition Association. All Rights Reserved. www.schoolnutrition.org Member Info and Policies SNA’s Annual Plan Strategic Issues State Leadership Visitation Policy Staff Directories and Calendars

20. Copyright © 2006 School Nutrition Association. All Rights Reserved. www.schoolnutrition.org SNA Logo Guidelines

21. Copyright © 2006 School Nutrition Association. All Rights Reserved. www.schoolnutrition.org SNA Logo Guidelines

22. Copyright © 2006 School Nutrition Association. All Rights Reserved. www.schoolnutrition.org Section III How To Tools…

23. Copyright © 2006 School Nutrition Association. All Rights Reserved. www.schoolnutrition.org Importance of Financial Reports Reports should be accurate and thorough Reports should be timely Monthly or quarterly reports Annual financial reports Annual audit

24. Copyright © 2006 School Nutrition Association. All Rights Reserved. www.schoolnutrition.org How to Involve Members on Committees Meetings organized and structured Share responsibilities Create ways to get people involved Assign members by areas of interest

25. Copyright © 2006 School Nutrition Association. All Rights Reserved. www.schoolnutrition.org How to Hold a “Mega-Issue” Discussion It Begins with a Desire/Need for Better Governance: Superior Results –Better Decision Making; More Strategic –Knowledge-Based Decisions –Policy Governance Focus Thoughtful Consideration and Inquiry Before Deliberating (Advocating, Persuading and Enlisting) To Reach Conclusion

26. Copyright © 2006 School Nutrition Association. All Rights Reserved. www.schoolnutrition.org A Forum for Open Dialogue What Do We Know about this Issue? How Do We Know? What Are Our Choices? The Possibilities? What Are the Pros/Cons?

27. Copyright © 2006 School Nutrition Association. All Rights Reserved. www.schoolnutrition.org Where Do Mega Issues Come From? Strategic Planning Issues Requiring More Dialogue Hot Emerging Issues/Controversial Issues Identified by Leadership/Boards Task Force Recommendations or Committees Any Issue that Requires Dialogue to Resolve

28. Copyright © 2006 School Nutrition Association. All Rights Reserved. www.schoolnutrition.org Characteristics of Mega Issues Frequently Complex; Not Easily Resolved Sometimes Highly Emotional Require Broad-Based Input and Buy-In Challenge Participants to Get Out of the Box Require Well Thought-out Questions Should Lead to Practical Consensus: Minority Willing to Go with Majority View

29. Copyright © 2006 School Nutrition Association. All Rights Reserved. www.schoolnutrition.org Section IV Appendix SNA Mission, Vision and Values At-A-Glance Contact Information Awards Deadlines www.schoolnutrition.org Child Nutrition Foundation Change of Status Form Glossary of Acronyms

30. Copyright © 2006 School Nutrition Association. All Rights Reserved. www.schoolnutrition.org Section V Permanent Records Bylaws and Amendments Correspondence and Notices Contracts, tax records, legal documents Board Reports Financial Reports Current Membership Roster Policies and Procedures Board Contact Information

31. Copyright © 2006 School Nutrition Association. All Rights Reserved. www.schoolnutrition.org Putting the pieces together