The document summarizes an Operation Snowball retreat facilitated by Holly Duckworth in March 2014. The retreat's intentions were to envision a new future for Operation Snowball and create a strategic plan. Participants engaged in visioning and strategic planning activities. The board of directors were trained on their roles and responsibilities to fulfill the organization's mission of substance abuse prevention through leadership development and healthy decision making.

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Operation Snowball
Retreat March 2014
Facilitated by: Holly
Duckworth, CAE, CMP!
Leadership Solutions Intl.

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Retreat Intentions:
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•
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Why Operation Snowball!
Who’s on the Board (3X3)!
A vision of a new Operation Snowball!
Board Training!
Co-create the Future!
CTRL+ALT+Believe!
The Plan!
!
•
What do you need to be successful at
the end of this retreat?

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Breathe….

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My Intentions:
Come together as board of
directors to visualize the future
of Operation Snowball. Take
those visions and create a draft
strategic plan that breaks down
the vision into measurable action
items we can implement in the
coming year.

5. 6 Word Memoir Project

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You The Heart of
Snowball
Why do you give of your time and talent
to this organization?

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What do you need to
be successful?

8. Who is at the table?
3X3

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Vision
Operation Snowball, Inc. will
strengthen the understanding of
substance abuse prevention and
better equip the youth of today to
become healthy and drug-free adults.
Adopted by the OS Board of
Directors June 13, 2009
!

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Mission
Through the development of leadership
skills,
Operation Snowball shall be a youth and
adult partnership,
providing awareness and prevention of
alcohol, tobacco, and other drug use, while
encouraging healthy decision-making
in an active community of caring.
Adopted by the OS Board of Directors April
14, 2001

11. @hduckworth
What
do
you
see
today?
What
you
visualize,
you
will
actualize.

12. Visioning Process

13. What does the highest vision
of this organization look like?

14. What does the organization in this highest form
look like, feel like and sound like?

15. What must this organization become
in order that this vision be realized?

16. What must this organization let go of
in order for this vision to become a reality?

17. What must this organization embrace?

18. Is there anything else to be known at this time?

19. Lorem Ipsum Dolor
Operation Snowball
Retreat March 2014
Facilitated by: Holly
Duckworth, CAE, CMP!
Leadership Solutions Intl.

21. Operation Snowball, Inc.
Board of Directors Manual
Standard Operating Procedures

22. Boardsmanship 101
What is the role of the
board anyway?
Holly Duckworth, CAE, CMP
Leadership Solutions International

23. Responsibility of Directors
● Be fiscally responsible
● Implement assessment and control systems (i.e. for
finance, strategic planning)
● Plan for succession and the diversity of the Board

24. Duty of Care
Directors’ fiduciary duties can be divided into two main
branches:
a) the duty of care; and,
b) the duty of loyalty.
!
The duty of care imposes on directors a duty of
competence or skill – i.e., a requirement to act with a
certain level of skill; and a duty of diligence. The duty
of skill and diligence must be performed to a certain
“standard of care”.

25. Duty of Loyalty
!
The duty of loyalty requires that a director
act honestly and in good faith in the best interests of
the corporation. Among other implications, it means
that a director is not allowed to profit from his or her
office (the “no profit rule”) and must avoid all
situations in which his or her duty to the
Corporation conflicts with his or her interests (the
“no-conflict rule”).

26. Conflict of Interest
Occurs when:
● a board member diverges from the Chapter’s
professional obligations to a private interest
involving actions that are determined by personal
or financial gain
● a board member acts in a position of authority on
an issue in which they have financial or other
interests

27. Examples: Conflict of Interest
!
● Directors could be in conflict of interest if they offer
services to the chapter on whose board they serve even if
the charge for these services is at or below the market
value.
• A board member who has check writing/signing authority
is responsible for paying invoices from a relative or
business partner even for legitimate services
• The chair of a chapter event or the Chapter Board receives
complimentary registration/hotel for an event
• Executive committee is chapter nominations committee

28. Role of the President
The President is the facilitator. They do not control the
discussion or mandate policy. The main role is to ask
questions and listen.
They are the official spokesperson for the chapter,
unless they choose to designate someone else.

29. Role of the Board
● Communicate.
○
○
○
Listen. Seek to understand before you seek to be understood.
Speak! Don’t be afraid to be understood.
Question? This leads to greater understanding and better
decisions.
● Make decisions based on situation not personality;
avoid all appearance of conflict of interest

31. 2014-2015 Business Plan
Mission: Through the development of leadership skills, Operation Snowball shall be a youth and adult
partnership, providing awareness and prevention of alcohol, tobacco, and other drug use, while encouraging
healthy decision-making in an active community of caring.
Adopted by the OS Board of Directors April 14, 2001
Vision: Operation Snowball, Inc. will strengthen the understanding of substance abuse prevention and better
equip the youth of today to become healthy and drug-free adults.
Adopted by the OS Board of Directors June 13, 2009
GOAL #
Individual Domain:
Objectives
Position
Expense
Revenue
Completion Date

32. Adopted by the OS Board of Directors June 13, 2009
GOAL #
Individual Domain:
Objectives
Position
Expense
Revenue
Completion Date
Position
Expense
Revenue
Completion Date
GOAL #
Peer Domain:
Objectives

33. Lorem Ipsum Dolor
Operation Snowball
Retreat March 2014
Facilitated by: Holly
Duckworth, CAE, CMP!
Leadership Solutions Intl.