A Practical Guide

JWL Consulting

1
 Slideshare.net/judithlindenau/

 Email

me: judith@judithlindenau.com
 Phone: 231-715-1416

JWL Consulting

2
1.

Gets the work done
(mission
accomplished)

2.

Does no harm

3.

Creates good will

JWL Consulting

3
 1.

Flawless
management

 2.

Create efficiency

 3.

Extend Respect

 4.

Anticipate the
pitfalls

JWL Consulting

4
JWL Consulting

5
TRUST

RESPECT

JWL Consulting

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 Adopt

a clear, memorable vision statement
 Protect and honor the resource of time
 Define ALL roles and responsibilit...
Death By
Meeting


Our meetings are
held to discuss
many problems
which would never
arise if we held
fewer meetings”—
Ash...
MEETING PREPARATION
Good Meetings are three-fourths
preparation and one-fourth
theater.”—from Gail Godwin

JWL Consulting
...
 Meeting

Management
(handout)

 Control

of Meeting

• Identify expected

Timed Agendas
Proposed Motions

•

Roberts...
 Position

Descriptions
for individuals
 Task descriptions for
Committees and Work
Groups
 Clear Description of
expecte...
All Volunteers and Staff

 Position Title
 Reports to?
 Goal or purpose of position
 Major responsibilities
 Time com...
Public Request

In Writing

Staff Receives

Committee Reviews and Recommends Action to Board

Board Reviews and Recommends...
 Be

Transparent
 Educate in Advance
(Hold a rehearsal)
 Clearly Define
Outcomes
 Paper Trail
 No Surprises for
Anyon...
 Single

Action
 10-12 words
 Place everywhere
 A slogan
 For internal use
 Guides allocation of
resources

JWL Cons...
 1.

Define roles and goals
 2. Show respect
• Start, end on time
• Recognize and Thank

• Inform and follow up
• Solici...
 Minutae

 Overlong

meetings
 Micro management
 Reinventing
governance
 Un-educated
participants
 Poor meeting
prep...
 1.

Know the rules
 2. Keep a low profile
 3. Understand areas of liability and
vulnerability
 4. Build a trained vol...
JWL Consulting

19
 Volunteers

have
ideas, strategies,
knowledge
 Staff are the
implementers, the
budget planners, the
consistency of
oper...
JWL Consulting

21
 Topics

• Basic operations
• Financial reports
• Responsibilities/
• Expectations

• Acronyms and jargon
• Annual Calend...
All Volunteers and Staff

 Position Title
 Reports to?
 Goal or purpose of position
 Major responsibilities
 Time com...
Task

Responsibility

Sets Board Meeting Agenda
Research Agenda Topics, compile meeting information
Association Spokespers...
Builds Strong Teams

JWL Consulting

25
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Staff and volunteer relationships

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building staff/volunteer teams in a quasi-government setting.

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Staff and volunteer relationships

  1. 1. A Practical Guide JWL Consulting 1
  2. 2.  Slideshare.net/judithlindenau/  Email me: judith@judithlindenau.com  Phone: 231-715-1416 JWL Consulting 2
  3. 3. 1. Gets the work done (mission accomplished) 2. Does no harm 3. Creates good will JWL Consulting 3
  4. 4.  1. Flawless management  2. Create efficiency  3. Extend Respect  4. Anticipate the pitfalls JWL Consulting 4
  5. 5. JWL Consulting 5
  6. 6. TRUST RESPECT JWL Consulting 6
  7. 7.  Adopt a clear, memorable vision statement  Protect and honor the resource of time  Define ALL roles and responsibilities clearly  Practice conflict avoidance JWL Consulting 7
  8. 8. Death By Meeting  Our meetings are held to discuss many problems which would never arise if we held fewer meetings”— Ashleigh Brilliant JWL Consulting 8
  9. 9. MEETING PREPARATION Good Meetings are three-fourths preparation and one-fourth theater.”—from Gail Godwin JWL Consulting 9
  10. 10.  Meeting Management (handout)  Control of Meeting • Identify expected Timed Agendas Proposed Motions • Roberts Rules • Advanced Preparation • Materials Approve the Agenda • results from meeting All persons speak Limit length of remarks Repeat motions before voting Chairman controls meeting JWL Consulting 10
  11. 11.  Position Descriptions for individuals  Task descriptions for Committees and Work Groups  Clear Description of expected results and time frames  Always appoint a single person responsible  “To Do” list at the end of the meeting minutes  Responsibility Flow Chart  Process, not results JWL Consulting 11
  12. 12. All Volunteers and Staff  Position Title  Reports to?  Goal or purpose of position  Major responsibilities  Time commitment  Work hours  Qualifications (skills, personal, commitment  Work location  Date of position design or re-design level) *Worksheet Available JWL Consulting 12
  13. 13. Public Request In Writing Staff Receives Committee Reviews and Recommends Action to Board Board Reviews and Recommends Action Budget Implementation JWL Consulting 13
  14. 14.  Be Transparent  Educate in Advance (Hold a rehearsal)  Clearly Define Outcomes  Paper Trail  No Surprises for Anyone  Clear policies (Conflict of Interest) JWL Consulting 14
  15. 15.  Single Action  10-12 words  Place everywhere  A slogan  For internal use  Guides allocation of resources JWL Consulting 15
  16. 16.  1. Define roles and goals  2. Show respect • Start, end on time • Recognize and Thank • Inform and follow up • Solicit opinions from everyone JWL Consulting 16
  17. 17.  Minutae  Overlong meetings  Micro management  Reinventing governance  Un-educated participants  Poor meeting preparation JWL Consulting 17
  18. 18.  1. Know the rules  2. Keep a low profile  3. Understand areas of liability and vulnerability  4. Build a trained volunteer corps JWL Consulting 18
  19. 19. JWL Consulting 19
  20. 20.  Volunteers have ideas, strategies, knowledge  Staff are the implementers, the budget planners, the consistency of operations  Keep a low profile! JWL Consulting 20
  21. 21. JWL Consulting 21
  22. 22.  Topics • Basic operations • Financial reports • Responsibilities/ • Expectations • Acronyms and jargon • Annual Calendar JWL Consulting 22
  23. 23. All Volunteers and Staff  Position Title  Reports to?  Goal or purpose of position  Major responsibilities  Time commitment  Work hours  Qualifications (skills, personal, commitment  Work location  Date of position design or re-design level) *Worksheet Available JWL Consulting 23
  24. 24. Task Responsibility Sets Board Meeting Agenda Research Agenda Topics, compile meeting information Association Spokesperson Signs Checks for unbudgeted items Recruits new Board Members Staff performance evaluations Produces first draft of budget Oversees committee work Liaison to Committees JWL Consulting 24
  25. 25. Builds Strong Teams JWL Consulting 25

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