The document provides an overview of a two-part learning session on enhancing advisory board effectiveness. The objectives are to help advisory boards conduct a self-assessment, establish a vision and goals, and develop an action plan. It discusses advisory board best practices and standards. Participants work in groups to visualize their goals for the advisory board, develop SMART goals, and create an action plan. Advisory board experts then answer questions from participants on growing involvement, getting members actively involved, developing relationships, and keeping members moving forward.

1. #NAFNext2014

2. Getting to the Gold Standard:
Advisory Board Planning and Mapping—Part I
Aazam Irilian
Morgan Pulleyblank
Academy Development Managers, West

3. Overview and Objectives
• Two part Learning session
• Session #1 Objectives
• AB effectiveness through self assessment
• Establish vision and identify goals
• Develop action plan to move the AB to the next
level
• Prepare for Part II: Prepare questions for the
experts
Advisory
Board

4. Meet & Greet—someone new
• Name
• Region/area
• Academy theme
• One success story on the AB
development
• One challenge on the AB development
(post-it)
Post each on appropriate charts

6. What is a NAF Advisory Board?
School
Community

7. Standards of Practice and Strategic Actions

8. STANDARD 2.1:
ADVISORY BOARD MEMBERSHIP AND OPERATIONS
• 10-20 members
• Aprox. 80% industry theme representation
• By-laws, succession plan, committees, etc…
• Strategic plan; goals and action plan
• Meets once a month for at least eight months during the
year

9. STANDARD 2.2:
SUPPORT FOR LEARNING
• Fully aware of the theme and actively engaged
• Share industry knowledge to support student outcome
• Provide structured, work-based learning experiences
• career awareness, career exploration and career
preparation

10. STANDARD 2.3:
SUPPORT FOR Academy SUSTAINABILITY
• Provide resources to ensure the stability & sustainability
• Serve as advocates for the pathway to educational, political,
civic and business communities
• Academy and student level data and help develop
improvement plans

11. Assess the Academy Advisory Board

12. Continuous Improvement Cycle

13. • Secured human resources by involving new members or
partners to sustain and grow our academy
• Secured financial resources through annual fund raising
events and solicitations that support academy activities
such as student scholarships
• Secured technical resources to support curriculum
development, reviews of student projects and
presentations, and to impact teacher knowledge of the
field
AB Thresholds To Become A Distinguished Academy
(Quality Center at http://quality.naf.org)

14. Moving the Advisory Board to the Next Level
Visualize & Set Goals
Our board members are
familiar with our academy
program and always recruit
new members for us, telling
them how great our program
and students are .
Every board member is able
to make a presentation
about the academy, its goals
and needs to their peer by
February 2015.
Transform your “Visions” into SMART Goals Setting S.M.A.R.T. GOALS
• S: specific about your target (know what you want)
• M: measurable (how will you know when you’ve reached it?)
• A: achievable (how can this goal be accomplished?)
• R: relevant (how does this relate to you?)
• T: time specific (when will this happen?)

15. Transform your “Visions” into SMART Goals Setting
S.M.A.R.T. GOALS
• S: specific about your target (know what you want)
• M: measurable (how will you know when you’ve reached
it?)
• A: achievable (how can this goal be accomplished?)
• R: relevant (how does this relate to you?)
• T: time specific (when will this happen?)

16. Taking Action—Developing An Action Plan
15 min

17. Develop An Action Plan
Evidences from
here will be the
uploaded to the
academy
Evidence Binder

18. Where to access the Action Plan tool?

19. Asktheexperts
Site Specific Another
academy director Advisory Board
Members/experts
1. What is a question you have for an
AB member that you think
EVERYONE IN THE ROOM can
benefit from?
2. What is a specific issue that you
want to talk through with an AB
member? This is the time for you
to get into the weeds with your
specific academy’s challenges

20. Intermission 15 minutes
Be On Time
Free consultation session with an expert on
Advisory Board development and sustainability.

21. Getting to the Gold Standard:
Advisory Board Planning and
Mapping—Part II
Aazam Irilian
Morgan Pulleyblank
Academy Development Managers, West

22. Agenda
• Session I Summary & Overview (10 min.)
• Panel Introduction (10 Min)
• Ask the experts-Panel Discussion (30 min.)
• Round Table Discussion (15 Min)
• Sharing you Ah Ha’s (5 Min)
• Feedback-Exit Cards

23. • Enhance and sustain the Advisory Board(AB)
• Identify options to resolve specific AB issues
Objectives

24. Our Experts & ABLC Members
• Lisa H. Paulson, Executive Director, Maui Hotel & Lodging
Association
• Rebecca Ann Fields, Miami-Dade County Public Schools, CTE
Department
• Gary Freund, Director, Hospitality Industry Relations, CSU East
Bay
• Jim Nicholson, Senior Director, Investments-Oppenheimer &
Company Inc.
• Doris Bodnar, The Bodnar Group, Inc.
• Bernie Sheridan, Project Manager, Travelers

25. Ask the experts
Site
Specific
Another
academy
director
Advisory Board
Members/experts
1. What is a question you have for
an AB member that you think
EVERYONE IN THE ROOM can
benefit from?

26. Q. After landing your first Advisory Board
Member(s), how do you grow involvement in
your advisory board (taking on roles for
activities, field trips, fundraising, etc.)?
Ask the Experts

27. Ask the Experts
Q. Which are the most effective tools for getting AB members
actively and directly involved in academy activities and specific
tasks (internships, mentorships, fundraising, showcases) that
benefit students vs. simply voicing support and attending
scheduled meetings?
Weedy Reed

28. Ask the Experts
Q. I'd like to know how to develop a more "relationship-y"
relationship with our advisory board members. What kinds of
events help develop a shared vision for where the school is
headed and what our priorities as a organization (which
includes industry partners) should be?
Patrick Bohman

29. Ask the Experts
Q. Once you have a committed advisory board, how do you
keep them moving forward and taking on their own tasks?
Q. How would you describe the role of the advisory board
president compared to advisory board members?
Debra Crane

30. Ask the Expert--Round Table Discussion
You are granted a 10 minutes free consultation
session with an expert on Advisory Board
development and sustainability.
What is one pressing issue you would like to
receive advice on?
–Be precise and clear
–You have limited time

31. Round Table-Case Study
Site
Specific
Another
academy
director
Advisory Board
Members/experts
What is a specific issue that you
want to talk through with an AB
member? This is the time for you
to get into the weeds with your
specific academy’s challenges

32. Feedback and Evaluations
• Thank you to our experts
• Exit cards