2. Leadership Training Conference Dallas, Texas March 3-6, 2011

3. Elliott Short shortb1@asme.org shortb1@asme.org Marc Meadows meadowsm2@asme.org Unit Operations I Purpose and Principles

4. OBJECTIVES 1.Learn your unit’s strategic fit 2.Identify your customers 3.Gain an understanding of Executive Committee roles and responsibilities 4.Prepare for the rest of LTC

5. Outline 1.Your unit within ASME 2.Mission 3.Executive Committee Operation

6. ASME’s Mission Promote and enhance the technical competency and professional well-being of our members Better enable practitioners of mechanical engineering to contribute to the well-being of humankind

7. Your Unit in ASME Board of Governors Knowledge & Communities Codes & Standards CentersInstitutes Strategic Management

8. Your Unit in K&C

9. Your Unit in a District

10. K&C’s Mission Knowledge Creation Knowledge Sharing Networking

11. Knowledge Sharing ASME Examples –Professional Development Seminars –Member developed wiki’s –Technical Speakers –Discussion Forums

12. Networking ASME Examples –Happy Hours –Dinner Meetings –Social Gatherings at Conferences –Online Group Chats A Silver State Section Event

13. Knowledge Creation ASME Examples –Presenting research at a conference –Getting published in peer reviewed journals –Grant funded research –Old Guard Contests

14. Where is Your Unit’s Mission? Sections Affinity Groups Divisions Communities of Practice Knowledge Creation Knowledge Sharing Networking

15. What is your unit’s mission statement Purposeful Short and simple Easy to communicate Captures the big picture Sanity check for major decisions

16. Self Assessment Take 5 minutes to fill out questionnaire

17. What Are Your Member’s Needs To belong To feel welcome A place to grow A safe place to learn professionally Access to opportunity Access to information Be inspired Be recognized To teach, mentor, share Serve a higher purpose: volunteer Safe places to live and work

18. Who are your customers and affiliates? Engineers Researchers Work Crafts Regulators Public K-12 Teachers Professors Students K-12 College Students Graduate Students

19. Executive Committees Chair Past Chairs Communications Subcommittee -Comm. Chair -Newsletter Editor - Webmaster History & Heritage Subcommittee - Comm. Chair - Historian - Member at Large College Relations Subcommittee - Comm. Chair - College Relations Rep - Student Section Chair Vice Chair SecretaryTreasurer Programs Subcommittee - Comm. Chair - Event Planner - Member at Large Chair Programs Subcommittee - Comm. Chair - Event Planner - Member at Large History & Heritage Subcommittee - Comm. Chair - Historian - Member at Large College Relations Subcommittee - Comm. Chair - College Relations Rep - Student Section Chair Communications Subcommittee -Comm. Chair -Newsletter Editor - Webmaster History & Heritage Subcommittee - Comm. Chair - Historian - Member at Large College Relations Subcommittee - Comm. Chair - College Relations Rep - Student Section Chair Programs Subcommittee - Comm. Chair - Event Planner - Member at Large Communications Subcommittee -Comm. Chair -Newsletter Editor - Webmaster History & Heritage Subcommittee - Comm. Chair - Historian - Member at Large College Relations Subcommittee - Comm. Chair - College Relations Rep - Student Section Chair

20. Executive Committees Key Responsibilities –Abide by Rules –Maintain Focus –Program Planning –Succession Planning –Member Recruitment

21. Abide by Rules Unit Level –Bylaws –Operating Guide Governance Level –Manuals –Policies –Merit Based Funding Robert’s Rules of Order

22. Maintain Focus Focus on your unit’s… Customers Mission Finances Volunteers

23. Program Planning Keys To Success 1.Set goals 2.Deliver programming that members respond to 3.Start planning at least 3-6 months ahead 4.At least break even 5.Deliver announcements 5 times using 3 formats 6.Remember to have fun!

24. Succession Planning Why? Build a tradition of a well run organization How? Recruit new volunteers Send someone to LTC each year Mentor newer volunteers Encourage regular change in roles

25. Member Recruitment Why? Keep ASME relevant Help your coworkers share in the benefits How? Invite to attend event Leave copy of ME Magazine or Unit Newsletter Take five minutes to talk about why you are a member

26. Key Points Networking and Knowledge Sharing Programs and activities should meet your member’s needs Leverage the Executive Committee Model

27. Get the Most out of this LTC Ask questions Make new friends Break if you need it Attend everything

28. Thank You Elliott Short: shortb1@asme.orgshortb1@asme.org Marc Meadows: meadowsm2@asme.org This presentation will be posted on the 2011 LTC Web Site, at http://www.asmeconferences.org /ltc11/presentations.cfm