1. WEBCAST – MARCH 20, 2015 Daniel Griffiths, SHRM-CP Scott D. Ferrin, SHRM-SCP Field Services Directors SHRM VOLUNTEER LEADERS’ SUMMIT 2015 NOVEMBER 19-21, 2015 | WASHINGTON, DC How to Groom a Replacement! 2015 SHRM VOLUNTEER LEADERS’ SUMMIT 1

2. 2 “No one has enough time, but everyone has all there is.” - Anonymous 2015 SHRM VOLUNTEER LEADERS’ SUMMIT

3. Agenda Recruitment Training Great Examples Accountability T.A.N. 3 2015 SHRM VOLUNTEER LEADERS’ SUMMIT

4. Recruitment GOALS – GOALS – GOALS Volunteer leaders feeling they have personally and professionally benefited as a result of their volunteer experience 4 2015 SHRM VOLUNTEER LEADERS’ SUMMIT

5. Recruitment Your Succession Plan Establish a selection panel Identify which roles will be involved in the planning Establish core competencies for each role 5 2015 SHRM VOLUNTEER LEADERS’ SUMMIT

6. Recruitment Selection Panel Establish a selection panel Identify members who are Ready – Willing – Competent –Succession Questionnaire Interview and Select candidates –Succession Grid Evaluate the progress of the successors selected Evaluate the success of succession planning 6 2015 SHRM VOLUNTEER LEADERS’ SUMMIT

7. Recruitment Determine the key leaders for whom successors will be identified President/Director President/Director-Elect Secretary Certification 7 Treasurer Membership Programs / Conference Chairperson 2015 SHRM VOLUNTEER LEADERS’ SUMMIT

8. Recruitment Why Succession Planning? Bylaws require Term Limits New people = New Ideas Over time some things AGE, but some things ROT The “Worse Case Scenario” 8 2015 SHRM VOLUNTEER LEADERS’ SUMMIT

9. Recruitment Leadership Defined A leader is someone who can create commitment in others through vision, direction and influence; and where others choose to follow in the accomplishments of important goals. 9 2015 SHRM VOLUNTEER LEADERS’ SUMMIT

10. Recruitment Competency: Appropriate Knowledge, skills, and abilities A competency is an ability or characteristic exhibited by an individual that has been shown to cause or predict outstanding performance in a given job 10 2015 SHRM VOLUNTEER LEADERS’ SUMMIT

11. Recruitment Competency – One More Definition Knowledge, skill, behavior, or mindset that is causally related to superior performance in a job or situation. 11 2015 SHRM VOLUNTEER LEADERS’ SUMMIT Knowledge: Information you have in a specific content areaSkill: Ability to perform a certain physical or mental taskBehavior: Things which others can observe and report about youMindset: Your attitude, values, motivation

12. Recruitment Competency Modeling Two Important Principles Focus on highly successful people Pay attention to what they actually do and how they think that differentiates them from others 12 2015 SHRM VOLUNTEER LEADERS’ SUMMIT

13. Recruitment Volunteer Leader Competencies Leadership Initiative Judgment Planning and Organizing 13 Teamwork Commitment Political Savvy 2015 SHRM VOLUNTEER LEADERS’ SUMMIT

14. Recruitment ACTIVITY TIME Using the position and competency matrix, rank the competencies 1 to 7 for each position. In the last row, add the name of a candidate in your chapter. 14 ACTIVITY TIME 2015 SHRM VOLUNTEER LEADERS’ SUMMIT

15. 4531627 Sue 3642175 Dianna 2546137 Anthony 1C1B1111A1 Anyone 2163475 Michelle Example 15 2015 SHRM VOLUNTEER LEADERS’ SUMMIT Please!

16. Recruitment ACTIVITY TIME Wrap-Up Let’s share… What are your position/competency rankings? Any “AHA” moments? 16 2015 SHRM VOLUNTEER LEADERS’ SUMMIT

17. Training Ensure the Success of Volunteers Two Important Principles: 1.The volunteer must understand what work has to get done 2.They will be held to a set of expectations 17 2015 SHRM VOLUNTEER LEADERS’ SUMMIT

18. Training A board has 3 primary functions 1.Create a clear statement of purpose for the organization 2.Support the achievement of that purpose 3.Be accountable for operating the organization in a legal and ethical manner 18 2015 SHRM VOLUNTEER LEADERS’ SUMMIT

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20. Training Volunteer Onboarding Start with a board orientation that clearly outlines the responsibilities of each board member and the expectations that the chapter has for the board participation. 20 2015 SHRM VOLUNTEER LEADERS’ SUMMIT

21. Training Volunteer Onboarding Overview of the resources for volunteers, organization’s history, and relationship to SHRM Educate the new board on the mission and goals; and show how each person’s role relates to the accomplishment of those goals 21 2015 SHRM VOLUNTEER LEADERS’ SUMMIT

22. Training Volunteer Onboarding from SHRM Chapter Board and State Council Orientation Job Descriptions for most Chapter board and State Council roles Chapter and State Council Operation Guide 22 2015 SHRM VOLUNTEER LEADERS’ SUMMIT

23. Training ACTIVITY TIME Let’s hear from a Chapter and State Council. 23 ACTIVITY TIME 2015 SHRM VOLUNTEER LEADERS’ SUMMIT

24. Great Examples Let me introduce Nathan Deily 24 2015 SHRM VOLUNTEER LEADERS’ SUMMIT

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26. Great Examples Let’s give Nathan a big THANKS! 26 2015 SHRM VOLUNTEER LEADERS’ SUMMIT

27. Great Examples Let me introduce Shelly Williams 27 2015 SHRM VOLUNTEER LEADERS’ SUMMIT

28. Welcome Presenter: Shelly Williams, SHRM-SCP, SPHR COSHRM Acting District Director West and Treasurer http://www.coshrm.org

29. Agenda SHRM Structure - National, Regional, Local State Council Overview State Council Roles Colorado SHRM Key Projects, Events, & Services Resources for Volunteer Leaders Q&A http://www.coshrm.org

30. Volunteer Leader Structure http://www.coshrm.org Regional Councils State Councils Local Chapters Staff Support Special Expertise Panels Ethics/Corporate Responsibility & Sustainability Global HR Disciplines Labor Relations Technology & HR Management Membership Advisory Council Members SHRM ® Board Governance Committee

31. SHRM Regional Structure http://www.coshrm.org Arizona Arkansas Colorado Kansas Louisiana Missouri New Mexico Oklahoma Texas Utah

32. SHRM Regional Structure http://www.coshrm.org Scott Ferrin, SPHR Director, Southwest Central Region Scott.Ferrin@SHRM.org Kim Goodwin Regional Administrator, SWC Coordinator kimberly.goodwin@shrm.org

33. Colorado SHRM Mission http://www.coshrm.org To guide and facilitate professional and student Colorado SHRM Chapters and national SHRM members through collaborative initiatives that serve the professional and advance the profession in our state

34. Guiding Principles http://www.coshrm.org o Be collaborative o Participate (show up, volunteer, and be prepared) o State opinions and respect differences o Follow through (timely) o Respect/advance the profession o Respect the financial stability of the organization

35. State Council Membership http://www.coshrm.org o Must be SHRM member in good standing o Term is generally calendar year o May serve additional terms of 1 to 5 years, depending on position o Elected by incumbent Council or o Appointed by State Director

36. 2015 COSHRM Executive Committee http://www.coshrm.org State Director: Sylvia Francis, SPHR, SHRM SCP Director Elect: Nora Rossman, SPHR, SHRM SCP Treasurer: Shelly Williams, SPHR, SHRM SCP Secretary: Annette Matthies, SPHR Past State Director: Debbie Little, SPHR Management Company: Meeting Expectations – Shawn Peterka/Rob Johnson

37. State Council Roles http://www.coshrm.org SHRM Core Leadership Areas - CLAs Government AffairsWorkforce Readiness Diversity & InclusionCertification College RelationsSHRM Foundation Membership District Directors- North, West, Central Chapter Presidents (& Presidents-Elect, non-voting) Operational Directors Director/Chair for Special Projects Management Company – Meeting Expectat ions

38. Reporting Structure http://www.coshrm.org Sylvia Francis, SPHR Director Conference Chairs Debbie Little, SPHR Past State Director District Directors Central, North, West Best Companies Chair Shelly Williams, SPHR Treasurer College Relations Directors Foundation Director Annette Matthies, SPHR Secretary Legislative Director Membership Director Diversity Director Nora Rossman Director Elect Certification Director Workforce Readiness Director/s

39. District Director Role http://www.coshrm.org o Serves as a council representative of a designated geographical area within a state. o Primary role is to support Chapter leaders. o Provides leadership and communication to further the Society’s goals and objectives between existing and future SHRM members and SHRM professional and student chapters.

40. District Directors http://www.coshrm.org District Director North – Nora Rossman BAHRA, NCHRA District Director West –Vacant WCHRA, HCHRA District Director Central – Rhae Buckley, GPHR MH-SHRM, CSSHRM

41. Professional Chapters http://www.coshrm.org Boulder Area Human Resource Association – BAHRA – www.bahra.org www.bahra.org Colorado Springs Society for Human Resource Management – CSSHRM – www.csshrm.orgwww.csshrm.org High Country Human Resource Association – HCHRA - www.hchra.com www.hchra.com Mile High SHRM (Denver metro chapter) – www.milehighshrm.org www.milehighshrm.org Northern Colorado Human Resource Association – NCHRA – www.nchra.shrm.org www.nchra.shrm.org Western Colorado Human Resource Association – WCHRA – www.wchra.org www.wchra.org

42. State Council Meetings http://www.coshrm.org o Full & ½ day 3-4 times per year o Funded primarily by the Council o Conference call option for business meeting o Other conference call meetings as needed o Committee/project meetings as needed o SHRM/COSHRM Quarterly functional conference calls

43. State Council Services http://www.coshrm.org o Quarterly conference calls to connect Chapter leaders o Yahoo! Group – http://finance.groups.yahoo.com/group/CO-HR/ http://finance.groups.yahoo.com/group/CO-HR/ o LinkedIn Group - Colorado Human Resources o Chapter Board support -- retreat/planning facilitation, consultation o Student Conferences o Bi-annual State Conference with Chapter revenue share o Best Companies to Work for in Colorado ® o When Work Works o State Leader’s Summit

44. State/National Leaders Summit http://www.coshrm.org o Complimentary for all Chapter Board Members o Registration o Meals o Lodging o Complimentary for Student Chapter Presidents, President-elect, and Advisors o April ??, 2016 – TBD, CO o SHRM Volunteer Leaders Summit in Washington DC: Nov 19, 20 & 21, 2015; COSHRM Attendees- Director Elect, Membership Director, District Directors, Certification Director

45. Colorado Support http://www.coshrm.org Board Member- Individual donation (highly encouraged) Silent Auction State Donation -- SHRM Volunteer Leader’s Summit State Silent Auction/ Other Fund Raisers -- Best Companies, State Leaders Summit, and State Conference (every other year).

46. Volunteer Leader Resource Center (VLRC) http://www.coshrm.org Provides resources and tools for chapter and state council leaders http://www.shrm.org/volunteers/pages/default.aspx Leadership & CLA webinars

47. Colorado SHRM http://www.coshrm.org Questions???

48. Great Examples Let’s give Shelly a big THANKS! 48 2015 SHRM VOLUNTEER LEADERS’ SUMMIT

49. Accountability Volunteers ARE Volunteers! Even when you do your best to prepare for anything, life throws you some surprises… 49 2015 SHRM VOLUNTEER LEADERS’ SUMMIT

50. 50 SHRM VOLUNTEER LEADERS’ SUMMIT | 2015 Promotion Baby! Moving New Job Layoff Illness Getting Married Divorce Lottery Over Committed Family Issue 2015 SHRM VOLUNTEER LEADERS’ SUMMIT

51. Accountability Manage Your Volunteers Volunteers don’t get paid, so we don’t like to confront them. However, it is unfair to have other board members “pick up the slack.” 51 2015 SHRM VOLUNTEER LEADERS’ SUMMIT

52. Accountability Indicators for CONCERN Does not attend meetings Fails to follow through on projects Cannot meet deadlines Stops returning phone calls and e-mails Negative or not involved at meetings NOW is the time to act! 52 2015 SHRM VOLUNTEER LEADERS’ SUMMIT

53. Accountability The Power Lunch Ask about how work and life are for the volunteer If the volunteer is overwhelmed, this is an opening to gently ask the volunteer about stepping down Volunteer will probably be glad to have a way out; it may be hard to admit he/she can no longer fulfill obligations 53 2015 SHRM VOLUNTEER LEADERS’ SUMMIT

54. Accountability Second Chance Options Explain the organization really needs results from this board function –Tie back to the defined goals Suggest a co-chair to help with board duties –Be sure you choose a co-chair who understands the situation Ask for a definite date that he/she can deliver a presentation to the board with an update 54 2015 SHRM VOLUNTEER LEADERS’ SUMMIT

55. Accountability Removal of Director and Officer Any director or officer may be removed from office, with cause, upon an affirmative vote of two-thirds of the entire Board of Directors at a duly constituted Board of Directors meeting SHRM recommends that all chapter and state council bylaws have this provision 55 2015 SHRM VOLUNTEER LEADERS’ SUMMIT

56. BRING IT HOME 56 ACTION NOW! TAKE 2015 SHRM VOLUNTEER LEADERS’ SUMMIT

57. Take Action Now Top 3 Things To Do! Communicate the plan and the people involved Celebrate the milestones of the plan participants Evaluate their progress on the plan 57 2015 SHRM VOLUNTEER LEADERS’ SUMMIT

58. 58 SHRM VOLUNTEER LEADERS’ SUMMIT | 2015 2015 SHRM VOLUNTEER LEADERS’ SUMMIT

59. Your Support 59 Scott D. Ferrin SHRM-SCP, PMP Field Services Director scott.ferrin@shrm.org scott.ferrin@shrm.org (800) 283-7476 x6453 @SHRMScott Daniel Griffiths SHRM-CP Field Services Director daniel.griffiths@shrm.org daniel.griffiths@shrm.org (800) 283-7476 x6364 @SHRMDGriffiths 2015 SHRM VOLUNTEER LEADERS’ SUMMIT

60. THANKS! 60 2015 SHRM VOLUNTEER LEADERS’ SUMMIT