California Society of Association Executives: Talking Up Elevating Board Performance

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  • I have a dreamBoardrooms that operate with ease and graceOrganizations that soar to new goals with ease and grace
  • And then I walk into organizations and I see
  • I am here to serve you What questions and concerns do you have about strategic planning
  • Take a moment to slow down into this moment
  • Truth in all things BE clear about your job descriptions
  • Vision is the over-riding principle that guides the organization. It defines what you want the organization to be. The vision is often the dream of the founder or leader.
  • Other organization in audience
  • Builds consensusKnow what you’ve got before you go in the board room
  • Wh
  • If you leave me your card I will get you.Tool for volunteer recutitment
  • California Society of Association Executives: Talking Up Elevating Board Performance

    1. 1. Talking UP:Elevating Conversations to Unleash Board Performance Holly Duckworth, CAE, CMP Leadership Solutions International @hduckworth #CalSAE
    2. 2. Our Presenter today:Holly Duckworth, CAE, CMP 2006 – 2007 MPI Chapter President 2007-2010 MPI Chapter Business Manager 2010 Leadership Solutions International National Speakers Association 2012 Finalist in NSA Speaking Competition American Society of Association Executives Certified Association Executive Author CRP Handbook ASAE Faculty
    3. 3. Collective Expertise
    4. 4. How can I support you….
    5. 5. Learning & Collaboration Zone: Twitter @hduckworth www.Facebook/leadershipsolutionsinternational www.leadershipsolutionsintl.com Use this as a place to learn and grow. Have Fun!
    6. 6. Intentions for our time together: Inspire the right people and skills in volunteer leader roles WHO Build a business plan that directly ties to the key business drivers in your organization WHAT Structure your follow up meeting agendas in such a way the intention is strategic HOW Prepare your volunteer leaders in advance for the caliber of conversation your organization needs NOW
    7. 7. Handoutswww.leadershipsolutionsintl.com/talking-up
    8. 8. Breathe
    9. 9. 100% @hduckworth
    10. 10. “I believe the right leader lands in the right seat at the right time. Now is your time. Find your seat, use your gifts and lead NOW.” Holly Duckworth, CAE, CMP www.leadershipsolutionsintl.com
    11. 11. Sample Skills Matrix
    12. 12. First Who Who is in your boardroom? Why are they there?
    13. 13. What skills do you need on your board next year?Commitment • InfluenceOrganized • Loyalty to OrganizationGoal oriented • Industry ExperienceGlobal thinking • GovernanceFinancial UnderstandingLeadershipPublic Speaking
    14. 14. Vision Vision is the over-riding principle that guides the organization. It defines what you want the organization to be. The vision isoften the dream of the founder or leader.
    15. 15. @hduckworthWhat do yousee today? What you visualize, you will actualize
    16. 16. What if your Vision were 6 words? 20
    17. 17. Vision of NWCUAConsumers know the credit union difference and join.
    18. 18. VisionDedicated and Educated to Deliver Creative Excellence andProfessionalism in Special Events.
    19. 19. MissionA mission statement is a statement of the purposeof a company or organization, its reason forexisting.The mission statement should guide the actions ofthe organization, spell out its overall goal, providea path, and guide decision-making. It provides"the framework or context within which thecompanys strategies are formulated."
    20. 20. HERC Mission: The mission of the National HERC is to facilitatenational strategic initiatives that help the regionalHERC’s accomplish their goals and to promote HERCwide visibility. The mission of the regional HERC’s is to advancethe efforts of member institutions to recruit and retainoutstanding and diverse faculty and staff to assistdual-career couples.
    21. 21. Business Plan: Before
    22. 22. Business Plan: After
    23. 23. Did you bring youragenda with you today?
    24. 24. Agenda Before
    25. 25. Business Agenda: After
    26. 26. Board Agendas To Do:Send in advance NOT To Do:Focused Handout on siteShort LongSimple RamblingTimed UnclearGoal OrientedStart on Time/End on Time
    27. 27. Board Motions To Do:Prep your board members inadvance how to do it.Work with them on thewordingHave them write it down
    28. 28. Sample MotionI move we spend some money to get us up to speedwith board training.I move that ABC Organization allocate $5,000 toprovide additional training for the board on how to be abetter board member by June 15, 2014. This will allowus to be come more strategic and efficient withorganization resources.
    29. 29. The connection before the meeting
    30. 30. An effective board of directors: ___EDUCATES____, ___________ and ___________________ and _________how to achieve the organizations goals.
    31. 31. An effective board of directors: ___EDUCATES____, ___CONNECTS____ and___________________ and _________ how to achieve the organizations goals.
    32. 32. An effective board of directors: EDUCATES, CONNECTS______INSPIRES________ and _________ how to achieve the organizations goals.
    33. 33. An effective board of directors: EDUCATES, CONNECTSINSPIRES and ___DECIDES____ how to achieve the organizations goals.
    34. 34. Board members need to know they are part of something bigger
    35. 35. 9 Tips on Strategic Board ConversationsAsk the right pe0plePut them in the right seats – clear job descriptionsShow them the way with documentation – bylaws, policies,business plans, agendasDocumented vision they believe inKeep pulling them back to 30,000 feetMeasurable goals (data)Share with your members/partnersShow them how the logistical will get done if they are strategicCelebrate Success
    36. 36. Succession PlanningYour board should start working themselves out of avolunteer job the day you accept itBuild bench strength withcommittees, co-chairs,and ad hoc volunteers
    37. 37. One Thing:
    38. 38. My gift to you: Thank You!
    39. 39. Questions…. Thank You!
    40. 40. Intentions for our time together: Inspire the right people and skills in volunteer leader roles WHO Build a business plan that directly ties to the key business drivers in your organization WHAT Structure your follow up meeting agendas in such a way the intention is strategic HOW Prepare your volunteer leaders in advance for the caliber of conversation your organization needs NOW
    41. 41. Leadership is the artof getting things done thru inspiring other people.”Holly Duckworth, CAE, CMP www.leadershipsolutionsintl.com
    42. 42. Additional Resources
    43. 43. CTRL+ALT+Delete: How to Reboot your Association for Success Available Early 2013 Releasing control in your association, Looking at alternate strategies &Deleting all that no longer serves your vision to become more efficient and effective By: Holly Duckworth, CAE, CMP Association Thought Leader & Futurist
    44. 44. Thank you Holly Duckworth, CAE, CMPLeadership Solutions International @hduckworth

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