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THE PRESIDENT’S FIRST 100 DAYS

 Hit The Ground
     Running




          Playbook for Success
          Building a Team
          Using the Resources
          Advancing the Mission

Bill Pawlucy, CAE & Bob Harris, CAE
Hit The Ground Running
    The President’s First 100 Days




        By Bill Pawlucy, CAE & Bob Harris, CAE


                          i
FOREWORD AND ABOUT BILL PAWLUCY, CAE AND BOB HARRIS, CAE
You are the incoming president. We hope we caught you in time. The time to start                 Why 100 Days?
planning is at least sixty days before your installation but this guide can be effec-
tively used during your presidency. There’s a lot to be done - from planning to ap-
                                                                                                 It will take about 100 days to set your course for a successful presidential term. It is
pointments, this guide brings concepts and tips for a successful year.
                                                                                                 to be hoped that your first 100 days will include about two months before you take
                                                                                                 office (60 days of preparation and study) and the first 40 days of office (your initial
Hit the Ground Running – What Does it Mean?                                                      board meeting).


  To begin a venture with great energy, involvement, and competence.                             By identifying it as just 100 days, it’s manageable. Others will see what you antici-
                                                                                                 pate and join forces with you. Use 100 days as your first benchmark for achieve-
  To immediately work very hard and successfully at a new activity. “If elected,                 ments. After all, in most cases, a presidential term is just 365 days.
they promise to hit the ground running in their first few weeks of office.”

                                                                                                 Opinion Welcome
   To be ready to work immediately on a new activity. “His previous experience
will allow him to hit the ground running when he takes office in the chamber, asso-
                                                                                                 The authors want to hear about your successes and challenges. Were there sur-
ciation or society.”
                                                                                                 prises you did not anticipate? Did you have a great term as president? What
                                                                                                 would you suggest to presidents who follow you?
Traction or Slippage
                                                                                                 Bob Harris, CAE, can be contacted by e-mail at bob@rchcae.com
The intent is to give you enough information that you’ll start the year with traction.           Bill Pawlucy, CAE, MPA, can be reached by e-mail at billpawlucy@gmail.com
Your plans, aims and ideas will be solidly planted on the ground and others will
quickly notice you as a president who intends to advance the organization.                       About the Booklet – Hit the Ground Running

The opposite is slippage. If you put it off, you’ll try to prepare after the installation
                                                                                                 It is our belief that part of the greatness of North America is the success of nonprofit
in your first or second month. You might inform others that you didn’t have time
                                                                                                 organizations. To promote and continue their success, we want to see you be suc-
for the first meeting, you’ll make committee appointments in a month or so, you
                                                                                                 cessful in your presidency. The booklet can be shared, copied and adapted to help
have no clear plan of work, etc. Well, if you meet quarterly, you’ve slipped behind
                                                                                                 other incoming presidents. The only thing we ask is proper credit and attribution.
by three months.


We designed this guide to provide you with traction at the start of your term and
plenty of momentum to last the year.




                                                                                            ii
CHAPTER 1

People




The formula for success in any nonprofit organization or association is for a symbiotic relationship
between both staff and the volunteer leadership. Once this harmony is established, there is then only
one team dedicated to advancing the mission and vision of the organization/association. In this
chapter we discuss why people matter and how respect and cooperation is the main ingredient.

                                                   5
CHAPTER 2

Communications




In this chapter we dive deep into the importance of communication in any organization. The
emphasis on a healthy environment for staff and volunteers is tantamount to a healthy and
productive relationship. Also, managing the message of the organization and tying it in with the
mission statement is key. Ethics, decision-making and other key ideas are covered as well.

                                                  10
CHAPTER 3

Planning




As a volunteer leader taking on the role as the chief volunteer officer, planning should begin long
before your term as President or Chair. Goal setting, the importance of the first board meeting,
identifying quick successes and avoiding common mistakes will make for a productive and successful
first year in office. Also, using the strategic plan as a guide will provide the best roadmap.

                                                   16
CHAPTER 4

Resources and Structure




As the President or Chair, being informed and knowing the environment both within your profession
and industry along with the competitive landscape is critical. Know your organization better than
anyone else and use that information to help guide board decisions that are in alignment with the
strategic plan and the fiscal resources of the organization.

                                                   21
APPENDIX

Tables and Charts




In order to map out the process for critical functions, on the next few pages we map out the strategic
planning process, a list of critical operating documents and suggested training programs. Please
contact us at billpawlucy@gmail.com for more information or for training assistance. Also, you will
find board coaching and training documents at www.associationoptions.com/boardcoach.html .

                                                   26
CHAPTER 6

Board Terminology




Terminology is another area that makes for a well-versed board president or chair. The following
pages define key words that are important for a leader to be aware of such as quorum, consent
agenda, rules of order, Sarbanes-Oxley and more.


                                                   30
DEDICATION


                                                                                                                    Writers:

                                                                                        William D. Pawlucy, M.P.A., CAE, IOM, www.associationoptions.com

                                                                                                             billpawlucy@gmail.com

                                                                                                 Robert C. Harris, CAE, www.nonprofitcenter.com

                                                                                                                bob@rchcae.com



                                                                                    Training Specialty Areas:


                                                                                        Strategic Planning
This book is dedicated to the tireless work of the leaders and staff of asso-           Board Coaching and Training
ciations in the United States and abroad. Without their efforts, many in-
dividuals, companies and professionals would not be able to grow as well                Start-up Planning
as they could in our economy. Also, those patients who benefit from better               Sales Channel Development
care, service and advocacy on their behalf due to the healthcare associa-               Member Acquisition Strategies
tions around the world.
                                                                                        AMC Relationship Evaluation
We also dedicate this book to our families who have allowed us to take the              RFP Development
time to work on the concepts in this book. Thank you Dana, Noah, Nicho-
las and my little one Emma.

We hope that this book touches many nonprofit volunteer leaders as they
prepare on their journey to make better their community, profession or in-
dustry.


                                                                                xxxix
COPYRIGHT




© 2012
Permission to save and share automatically granted with attribu-
tion to writers Bill Pawlucy, CAE and Bob Harris, CAE

                                                                   xl

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The NonProfit President's First 100 Days

  • 1. THE PRESIDENT’S FIRST 100 DAYS Hit The Ground Running Playbook for Success Building a Team Using the Resources Advancing the Mission Bill Pawlucy, CAE & Bob Harris, CAE
  • 2. Hit The Ground Running The President’s First 100 Days By Bill Pawlucy, CAE & Bob Harris, CAE i
  • 3. FOREWORD AND ABOUT BILL PAWLUCY, CAE AND BOB HARRIS, CAE You are the incoming president. We hope we caught you in time. The time to start Why 100 Days? planning is at least sixty days before your installation but this guide can be effec- tively used during your presidency. There’s a lot to be done - from planning to ap- It will take about 100 days to set your course for a successful presidential term. It is pointments, this guide brings concepts and tips for a successful year. to be hoped that your first 100 days will include about two months before you take office (60 days of preparation and study) and the first 40 days of office (your initial Hit the Ground Running – What Does it Mean? board meeting). To begin a venture with great energy, involvement, and competence. By identifying it as just 100 days, it’s manageable. Others will see what you antici- pate and join forces with you. Use 100 days as your first benchmark for achieve- To immediately work very hard and successfully at a new activity. “If elected, ments. After all, in most cases, a presidential term is just 365 days. they promise to hit the ground running in their first few weeks of office.”
 Opinion Welcome To be ready to work immediately on a new activity. “His previous experience will allow him to hit the ground running when he takes office in the chamber, asso- The authors want to hear about your successes and challenges. Were there sur- ciation or society.” prises you did not anticipate? Did you have a great term as president? What would you suggest to presidents who follow you? Traction or Slippage Bob Harris, CAE, can be contacted by e-mail at bob@rchcae.com The intent is to give you enough information that you’ll start the year with traction. Bill Pawlucy, CAE, MPA, can be reached by e-mail at billpawlucy@gmail.com Your plans, aims and ideas will be solidly planted on the ground and others will quickly notice you as a president who intends to advance the organization. About the Booklet – Hit the Ground Running The opposite is slippage. If you put it off, you’ll try to prepare after the installation It is our belief that part of the greatness of North America is the success of nonprofit in your first or second month. You might inform others that you didn’t have time organizations. To promote and continue their success, we want to see you be suc- for the first meeting, you’ll make committee appointments in a month or so, you cessful in your presidency. The booklet can be shared, copied and adapted to help have no clear plan of work, etc. Well, if you meet quarterly, you’ve slipped behind other incoming presidents. The only thing we ask is proper credit and attribution. by three months. We designed this guide to provide you with traction at the start of your term and plenty of momentum to last the year. ii
  • 4. CHAPTER 1 People The formula for success in any nonprofit organization or association is for a symbiotic relationship between both staff and the volunteer leadership. Once this harmony is established, there is then only one team dedicated to advancing the mission and vision of the organization/association. In this chapter we discuss why people matter and how respect and cooperation is the main ingredient. 5
  • 5. CHAPTER 2 Communications In this chapter we dive deep into the importance of communication in any organization. The emphasis on a healthy environment for staff and volunteers is tantamount to a healthy and productive relationship. Also, managing the message of the organization and tying it in with the mission statement is key. Ethics, decision-making and other key ideas are covered as well. 10
  • 6. CHAPTER 3 Planning As a volunteer leader taking on the role as the chief volunteer officer, planning should begin long before your term as President or Chair. Goal setting, the importance of the first board meeting, identifying quick successes and avoiding common mistakes will make for a productive and successful first year in office. Also, using the strategic plan as a guide will provide the best roadmap. 16
  • 7. CHAPTER 4 Resources and Structure As the President or Chair, being informed and knowing the environment both within your profession and industry along with the competitive landscape is critical. Know your organization better than anyone else and use that information to help guide board decisions that are in alignment with the strategic plan and the fiscal resources of the organization. 21
  • 8. APPENDIX Tables and Charts In order to map out the process for critical functions, on the next few pages we map out the strategic planning process, a list of critical operating documents and suggested training programs. Please contact us at billpawlucy@gmail.com for more information or for training assistance. Also, you will find board coaching and training documents at www.associationoptions.com/boardcoach.html . 26
  • 9. CHAPTER 6 Board Terminology Terminology is another area that makes for a well-versed board president or chair. The following pages define key words that are important for a leader to be aware of such as quorum, consent agenda, rules of order, Sarbanes-Oxley and more. 30
  • 10. DEDICATION Writers: William D. Pawlucy, M.P.A., CAE, IOM, www.associationoptions.com billpawlucy@gmail.com Robert C. Harris, CAE, www.nonprofitcenter.com bob@rchcae.com Training Specialty Areas: Strategic Planning This book is dedicated to the tireless work of the leaders and staff of asso- Board Coaching and Training ciations in the United States and abroad. Without their efforts, many in- dividuals, companies and professionals would not be able to grow as well Start-up Planning as they could in our economy. Also, those patients who benefit from better Sales Channel Development care, service and advocacy on their behalf due to the healthcare associa- Member Acquisition Strategies tions around the world. AMC Relationship Evaluation We also dedicate this book to our families who have allowed us to take the RFP Development time to work on the concepts in this book. Thank you Dana, Noah, Nicho- las and my little one Emma. We hope that this book touches many nonprofit volunteer leaders as they prepare on their journey to make better their community, profession or in- dustry. xxxix
  • 11. COPYRIGHT © 2012 Permission to save and share automatically granted with attribu- tion to writers Bill Pawlucy, CAE and Bob Harris, CAE xl