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Survival

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  • Contents of a brief presentation for California Realtor Association Execs include executive contracts, negotiating salaries, and succession planning.
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    • 1. Bring your tent, your compass, and a large sleeping bag JWL Association Management Consultants 1
    • 2.  Contracts Salary Negotiations Succession Planning  Planned, unplanned  Policies  Bus Book  Interim Replacements  Search JWL Association Management Consultants 2
    • 3. Give yourself (and your association) a necessary shelter JWL Association Management Consultants 3
    • 4.  Clarifies the role and the authority of the AE. Details the termination (benefits, other obligations) Exec level is not the same as staff—the lower the level of employee, the less a contract is needed Prevents the tyranny of the minority Is the basis of performance measures of the AE Helps leaders understand the relationship of AE to organization.
    • 5.  Provide employment security and protection for an executive in a constantly changing employment atmosphere. (Severance Pay Costs) Ensure financial security by providing adequate severance in the event of termination and allow the executive to seek new employment. Provide for any specific items needed by the employee to adequately perform his or her job functions. Define benefits and bonuses that may exceed those provided to other association employees. Clearly define responsibilities and relationships with the board and leadership. JWL Association Management Consultants 5
    • 6.  Reduces risk of lawsuits in a termination, because procedure has been spelled out An asset because it lessens the disruption Can serve as a basis for litigation from either side Both sides generally agree and abide by the contract Leaders and execs understand their roles
    • 7. Negotiate your way through the forest JWL Association Management Consultants 7
    • 8.  Obtain a contract at the employment negotiation process (or choose your time carefully) Look at the contract as an evolving process. Each contract period, revisit salary, benefits, retirement, perks) Create the first draft (at your expense) Get an attorney review Take the initiative in performance review Evergreen renewal. Include advance notice for re-negotiation. Spell out bonus provisions; make sure they can be measured. JWL Association Management Consultants 8
    • 9.  Commit to negotiating Research salary data Remove the emotion Anticipate the opposition. Negotiate as if its for someone else JWL Association Management Consultants 9
    • 10. A tool for everyone to useJWL Association Management Consultants 10
    • 11.  Be professional in appearance and action Cultivate your image: you aren’t one of ‘them’. You have a separate profession. Get professional designations in association management Market yourself (reports about meetings and conventions, manager’s report to Board and membership, Board and Committee meetings) Create an atmosphere of competence and expertise JWL Association Management Consultants 11
    • 12. Or, What to doWhen the Phone Rings at Midnight JWL Association Management Consultants 12
    • 13. I have to resign my job as your CEO. Immediately. I won’t be in tomorrow. JWL Association Management Consultants 13
    • 14.  Planned  Unplanned JWL Association Management Consultants 14
    • 15. The Board of Directors must act Quickly and Confidently to preserve the organization! JWL Association Management Consultants 15
    • 16. Preparation Preparation Preparation JWL Association Management Consultants 16
    • 17. JWL Association Management Consultants 17
    • 18. Go on record: the Board is committed to a smooth and orderly transition in the best interest of the organization. JWL Association Management Consultants 18
    • 19. Develop and approve a checklist of procedures. Store in a readily available place. JWL Association Management Consultants 19
    • 20. The Board of Directors should approve the jobdescription for the top staff person on an ANNUAL basis. Job descriptions change. Keep it current. JWL Association Management Consultants 20
    • 21.  From the perspective as a Board member, does the job description reflect what you think the Executive Officer should be doing? Are there responsibilities that you think should be eliminated, changed or updated? Are there new ones that should be added? Are the current hours of work, benefits, work supervision, dress code and terms of employment appropriate? JWL Association Management Consultants 21
    • 22. Compile the Succession Book. Review it annually. Keep it up to date. Make sure everyone knows where it is! JWL Association Management Consultants 22
    • 23. JWL Association Management Consultants 23
    • 24. The Temporary Successor JWL Association Management Consultants 24
    • 25. Who can open the door and answer the phone? Write the checks? Be up and running in 3 days or less?JWL Association Management Consultants 25
    • 26.  Who has authority to appoint the Interim? What is the acceptable time frame? Is there a candidate now for that position? If so, do we have emergency contact information? Do we have any additional expenses covered in a reserved fund? JWL Association Management Consultants 26
    • 27. JWL Association Management Consultants 27
    • 28.  Minimize confusion Move ahead with confidence JWL Association Management Consultants 28
    • 29.  Accounting/financial Public speaking management Self-starter, takes  Good communication initiative skills Honesty & integrity  Good writing skills Business/management  Program management experience  Works well with people Volunteer Management  Organized - Skills Punctual JWL Association Management Consultants 29
    • 30.  Board of Directors? Executive Committee? Special Search Committee?  Who will be on it?  What’s the Budget?  Will we hire a search professional?  Are you familiar with the NAR assistance program? JWL Association Management Consultants 30
    • 31.  Professional Consultant? Pay for Interview Expenses? Operations budget for the Search Committee? Overhead Expense? Put the projected budget in writing! JWL Association Management Consultants 31
    • 32. • Know what you’re paying now. • Know what the competitive marketplace is offering. • Revise this regularly • Include every thing: wages benefits, moving costs, car allowance, insurance, other perks.JWL Association Management Consultants 32
    • 33. Who Who Who Who Negotiates Makes the Conducts Authorizes the Finalthe Search? Expenses? Contract? Approval? JWL Association Management Consultants 33
    • 34. JWL Association Management Consultants 34
    • 35. Governing Documents•Bylaws, Articles of Incorporation, CharterTax Documents•Letter of Determination, 990s, Employer ID number, Sales Tax Exemption Certificates JWL Association Management Consultants 35
    • 36. Financial Institutions List•Latest Check Signing Resolutions and Instructions on how to change themContact List•Who to contact and how, including media JWL Association Management Consultants 36
    • 37. Locations of Important Files• Membership Records, Blank Checks, Bank Statements and recordsRecords of Passwords for SecuredSites• Online banking, vendors JWL Association Management Consultants 37
    • 38. Staff Organization Chart• Including what the Organization chart would look like should the chief staff person leave….Latest Copies of the Strategic Plan• Updates to the Strategic Plan, and Current annual work plan JWL Association Management Consultants 38
    • 39.  Dates for major events and programs Annual Meeting Date Budget Date Fiscal Year Elections Employee Reviews Tax Reporting JWL Association Management Consultants 39
    • 40.  Succession planning should not be rushed. It is much better to have discussions about executive succession in the cool reason of a planning session than in the heat of an executive crisis. Succession planning is an opportunity for the Board to inventory its current direction and strategize the organization’s future. JWL Association Management Consultants 40
    • 41. Strategic Planning Capacity Assessments Leadership TrainingIndividual Coaching for AEs and Leaders JWL Association Management Consultants 41