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Powering Up
Your Chapter Leaders
Succession Planning
Which best describes your average
chapter board?
 All positions filled
 All key positions filled
 Few “openings”
Which best describes your average chapter’s
leadership succession plan?
 Fully functioning (& we have the people
to prove it!)
 It’s on paper
 Catch-as-catch-can
What is their
struggle?
Share in the chat box!
Old Model
• Focused on the top
• Focuses on titles
• Focused on what we
need – not how do they
want to engage
New Model
• Turn the focus upside
down
• Focused on how they
want to engage
Source: Decision To Volunteer, ASAE
AD-HOC, MICRO, EPISODIC
1.Lack of Information
about opportunities
to volunteer
Conflict with other volunteering
activity
Never asked to
volunteer
Lack of virtual
volunteering
Lack of short-term assignment
New Model
• Use teams vs committees
• Embrace micro-
volunteering
New Model
• Set up portals
• Focus on new volunteers
• Recruit for lighter
volunteering
• Shift requirements for
traditional structure
https://www.isaca.org/About-ISACA/Volunteering/Pages/Local-Chapter.aspx
http://www.acfe.com/volunteer-chapters.aspx
Maximize Member Engagement through Micro-
Volunteerism
Make volunteering
fun again
• Coach on creating
dynamic meetings
• Focus on community not
plans
Succession planning
is – hard
New: Talent
Development
• Talent Scout replaces
NomCom Chair
• Talent Council replaces
the NomCom
Craft a compelling
volunteer profile
Practice the
ASK!
Draw a different
strategy …
• Succession plan made easy
Engage Connect Orient Monitor Mentor Reward Feedback
Draw a different
strategy …
• Succession plan made easy
• Workshops/training on what
they need to practice – the
framing, the ask, the follow-
through
• Volunteer portal for collecting
interest – central or regional
• Shift requirements to embrace
new models
• NVW promotions
• Be an active partner in recruiting members to serve
on our local boards
• Ask a national board or committee member
completing their term, to consider serving at the
local level
• Keep a list of local/state volunteer opportunities to
refer to members
• Consider adding local volunteer service to your CE
requirements
• Ask your national leaders to recruit colleagues in
their organizations to sit on local boards
• Make it easy for members to invite others to
volunteer
• Make a personal introduction for a current chapter
leader to a future leader
• Take care in recruiting for national positions so you
don’t drain the local talent
Stay in touch …
Peggy M. Hoffman, CAE
Mariner Management & Marketing
phoffman@marinermanagement.com
301.725.2508
Connect with me on-line:
Twitter: @peggyhoffman
LinkedIn: Peggy Hoffman
Why CEX?
It’s no secret that there’s
currently a gap in education
for associations that operate
in a component model. We
want to help fill that gap.
Gather with professionals to
discuss great ideas, what’s
working and what’s not, best
practices, and more!
CEX: Association
Component Exchange
When? October 13th @ 7:30AM-7:30PM
Where? Hyatt Centric in Arlington, VA
How Much? $149 $99 (Code: WEBINAR)
LEVERAGECHAPTERS.COM

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Powering Up Your Chapter Leaders Succession Planning

  • 1. Powering Up Your Chapter Leaders Succession Planning
  • 2. Which best describes your average chapter board?  All positions filled  All key positions filled  Few “openings”
  • 3. Which best describes your average chapter’s leadership succession plan?  Fully functioning (& we have the people to prove it!)  It’s on paper  Catch-as-catch-can
  • 4. What is their struggle? Share in the chat box!
  • 5. Old Model • Focused on the top • Focuses on titles • Focused on what we need – not how do they want to engage
  • 6. New Model • Turn the focus upside down • Focused on how they want to engage
  • 7. Source: Decision To Volunteer, ASAE AD-HOC, MICRO, EPISODIC
  • 8. 1.Lack of Information about opportunities to volunteer Conflict with other volunteering activity Never asked to volunteer Lack of virtual volunteering Lack of short-term assignment
  • 9. New Model • Use teams vs committees • Embrace micro- volunteering
  • 10. New Model • Set up portals • Focus on new volunteers • Recruit for lighter volunteering • Shift requirements for traditional structure
  • 12.
  • 13. Maximize Member Engagement through Micro- Volunteerism
  • 14. Make volunteering fun again • Coach on creating dynamic meetings • Focus on community not plans
  • 16. New: Talent Development • Talent Scout replaces NomCom Chair • Talent Council replaces the NomCom
  • 19. Draw a different strategy … • Succession plan made easy
  • 20. Engage Connect Orient Monitor Mentor Reward Feedback
  • 21. Draw a different strategy … • Succession plan made easy • Workshops/training on what they need to practice – the framing, the ask, the follow- through • Volunteer portal for collecting interest – central or regional • Shift requirements to embrace new models • NVW promotions
  • 22. • Be an active partner in recruiting members to serve on our local boards • Ask a national board or committee member completing their term, to consider serving at the local level • Keep a list of local/state volunteer opportunities to refer to members • Consider adding local volunteer service to your CE requirements • Ask your national leaders to recruit colleagues in their organizations to sit on local boards • Make it easy for members to invite others to volunteer • Make a personal introduction for a current chapter leader to a future leader • Take care in recruiting for national positions so you don’t drain the local talent
  • 23. Stay in touch … Peggy M. Hoffman, CAE Mariner Management & Marketing phoffman@marinermanagement.com 301.725.2508 Connect with me on-line: Twitter: @peggyhoffman LinkedIn: Peggy Hoffman
  • 24. Why CEX? It’s no secret that there’s currently a gap in education for associations that operate in a component model. We want to help fill that gap. Gather with professionals to discuss great ideas, what’s working and what’s not, best practices, and more! CEX: Association Component Exchange When? October 13th @ 7:30AM-7:30PM Where? Hyatt Centric in Arlington, VA How Much? $149 $99 (Code: WEBINAR) LEVERAGECHAPTERS.COM

Editor's Notes

  1. Finding – to begin with Keeping – avoid drop-offs
  2. Issue 1 – Old model (no fresh faces!)
  3. COACH – embrace the new model begin bottom up where possible use teams not committees Help them recruit – what messages are you sending?
  4. Where do they want to engage: 60% & funnel is larger at the “bottom”
  5. Lack of Information about Opportunities to Volunteer Conflict with other volunteering activity Never asked to volunteer Lack of virtual volunteering Lack of short-term assignments
  6. COACH – embrace the new model begin bottom up where possible use teams not committees Help them recruit – what messages are you sending?
  7. COACH – embrace the new model begin bottom up where possible use teams not committees Help them recruit – what messages are you sending?
  8. Issue 2 - Boring meeting sap the air out (lose volunteers!)
  9. focus on community not plans give them ideas for dynamic meetings
  10. Issue 3 – Succession Planning is well hard COACH: shift from succession planning to talent development from nominating committee to talent councils create a leader profile practice the ask
  11. COACH: shift from succession planning to talent development from nominating committee to talent councils create a leader profile practice the ask
  12. COACH: shift from succession planning to talent development from nominating committee to talent councils create a leader profile practice the ask
  13. COACH: shift from succession planning to talent development from nominating committee to talent councils create a leader profile practice the ask
  14. - help – focus on community not plans; give them ideas for dynamic meetings
  15. If you have to grow volunteerism (1) Engage (2) Connect Do a skill assessment (3) Orient: Be Sure They Know Answers to the BIG Questions. Set Goals (meaningful, measurable, specific, time-constrained) (4) Monitor (5) Mentor (6) Reward Appropriately (7) Get volunteer feedback – polls and surveys
  16. - help – focus on community not plans; give them ideas for dynamic meetings
  17. For more information, explanations or questions, contact Peggy M. Hoffman, CAE phoffman@marinermanagement.com * 301.725.2508 * Twitter: @peggyhoffman Also visit the blog at www.marinermanagement.com
  18. It’s no secret that there’s currently a gap in education for associations that operate in a component model. We want to help fill that gap. Gather with professionals to discuss great ideas, what’s working and what’s not, and best practices and more! What is CEX? CEX is a forum for all of us managing, nurturing and working with association components to explore, create and evolve these essential member communities. CEX is a learning community! Why a Forum? Because a traditional association conference won't offer unique peer-to-peer learning, creative problem-solving and networking with the people who understand components. Who should attend? National association professionals operating within the component structure (chapters, state affiliates, divisions, sections)