1. Talking UP:
Elevating Conversations to Unleash
Board Performance
Holly Duckworth, CAE, CMP
Leadership Solutions International
@hduckworth
#CalSAE

5. 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

6. Collective Expertise

7. How can I support you….

8. Learning & Collaboration Zone:
Twitter @hduckworth
www.Facebook/leadershipsolutionsinternational
www.leadershipsolutionsintl.com
Use this as a place to learn and grow.
Have Fun!

9. 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

10. Handouts
www.leadershipsolutionsintl.com/talking-up

11. Breathe

12. 100%
@hduckworth

13. “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

14. Sample Skills Matrix

15. First Who
Who is in your
boardroom?
Why are they there?

16. What skills do you need on your
board next year?
Commitment • Influence
Organized • Loyalty to
Organization
Goal oriented
• Industry Experience
Global thinking • Governance
Financial Understanding
Leadership
Public Speaking

18. Vision
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.

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

20. What if your Vision were 6 words?
20

21. Vision of NWCUA
Consumers know the credit
union difference and join.

22. Vision
Dedicated and Educated to Deliver
Creative Excellence and
Professionalism in Special Events.

23. Mission
A mission statement is a statement of the purpose
of a company or organization, its reason for
existing.
The mission statement should guide the actions of
the organization, spell out its overall goal, provide
a path, and guide decision-making. It provides
"the framework or context within which the
company's strategies are formulated."

24. HERC Mission:
The mission of the National HERC is to facilitate
national strategic initiatives that help the regional
HERC’s accomplish their goals and to promote HERC
wide visibility.
The mission of the regional HERC’s is to advance
the efforts of member institutions to recruit and retain
outstanding and diverse faculty and staff to assist
dual-career couples.

25. Business Plan: Before

26. Business Plan: After

27. Did you bring your
agenda with you today?

28. Agenda Before

29. Business Agenda: After

30. Board Agendas
To Do:
Send in advance NOT To Do:
Focused Handout on site
Short Long
Simple Rambling
Timed Unclear
Goal Oriented
Start on Time/End on Time

31. Board Motions
To Do:
Prep your board members in
advance how to do it.
Work with them on the
wording
Have them write it down

32. Sample Motion
I move we spend some money to get us up to speed
with board training.
I move that ABC Organization allocate $5,000 to
provide additional training for the board on how to be a
better board member by June 15, 2014. This will allow
us to be come more strategic and efficient with
organization resources.

33. The connection before the meeting

34. An effective board of directors:
___EDUCATES____, ___________ and
___________________ and _________
how to achieve the organizations goals.

35. An effective board of directors:
___EDUCATES____, ___CONNECTS____ and
___________________ and _________ how to
achieve the organizations goals.

36. An effective board of directors:
EDUCATES, CONNECTS
______INSPIRES________ and _________
how to achieve the organizations goals.

37. An effective board of directors:
EDUCATES, CONNECTS
INSPIRES and ___DECIDES____ how to
achieve the organizations goals.

38. Board members need to know they are part of
something bigger

39. 9 Tips on Strategic Board
Conversations
Ask the right pe0ple
Put them in the right seats – clear job descriptions
Show them the way with documentation – bylaws, policies,
business plans, agendas
Documented vision they believe in
Keep pulling them back to 30,000 feet
Measurable goals (data)
Share with your members/partners
Show them how the logistical will get done if they are strategic
Celebrate Success

40. Succession Planning
Your board should start working themselves out of a
volunteer job the day you accept it
Build bench strength with
committees, co-chairs,
and ad hoc volunteers

41. One Thing:

42. My gift to you:
Thank You!

43. Questions….
Thank You!

44. 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

45. Leadership is the art
of getting things done thru
inspiring other people.”
Holly Duckworth, CAE, CMP
www.leadershipsolutionsintl.com

46. Additional Resources

47. 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

49. Thank you
Holly Duckworth, CAE, CMP
Leadership Solutions International
@hduckworth