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REALTOR AE boot camp
- 1. A Primer for the New… REALTOR® ASSOCIATION EXECUTIVE
- 2. GETTING TO KNOW YOU Tell us a little about you… Name & Title Association Name, Location Membership Size Do you run an MLS How long in your current position What you did before
- 3. WHAT WE WILL COVER TODAY IS… Who Has Attended: NAR’s New AE Training ? NAR’s Association Executives Institute? Who Has Been to REALTOR.org? Checklistfor New AE’s? Taken Any Self Study Courses? What Do You Want to Learn Today?
- 4. CLASS OUTLINE FOR TODAY What To Do First Basic Areas of Focus Leadership Relations Meeting Management Staff Management Member Relations Financial Safekeeping Strategic Planning Most Important, Remember That…
- 5. WHAT TO DO FIRST realtor.org/association_executives Checklist for New Association Executives RoadMap for New AEs RAE Magazine Archives by Subject Matter and More REALTOR® Association Management Self-Study Course Information Central NonprofitCenter.com Association Self Auditing Process Societies of Association Executives asaecenter.org
- 6. REALTOR.ORG: ULTIMATE REALTOR® RESOURCE
- 7. CHECK THE HEALTH OF YOUR ASSOCIATION NonProfitCenter.com: Self Auditing Process Handbook Where is your IRS Letter of Determination? Where are your Articles of Incorporation? Is D&O Insurance Policies in Effect? What is the Association’s Federal ID Number? Where are copies of the last taxes filed? Has the sales tax exemption been filed? Financial Checklists by Judith Lindenau Walk in A New Member’s Shoes
- 8. YOUR PEERS ARE YOUR BEST RESOURCE Get to Know NAR & State Association Staff Sign up for AETalk Find a Mentor…or a few! AE Blogs & Sites (Check latest RAE Magazine!) Slideshare.net State & National Conventions - Hallway Talk Societies of Association Executives AE Resources, Research, Education
- 9. LEADERSHIP-STAFF RELATIONS: Have a Contract in Place, have Job Descriptions in Place Leadership or Staff Driven? Staff Teaches Leaders their Roles, Duties Provide Detailed Instructions Bonus…Travel Packets Informed Leadership Volunteer Newsletters, Highlighted Info Lunches with Board Members, Chats with Chairs Be an Exemplary Role Model Personality Testing…Seriously! Say Thank You Often Remember...who makes decisions is not nearly as important as the quality of information on which decisions are made. Next…Move from Great to Excellent
- 10. EFFECTIVE MEETING MANAGEMENT Enhancing Committee Effectiveness by John Schlegel, CAE Meeting Management Basics Overview Annual Committee Planning & Training
- 11. EFFECTIVE MEETING MANAGEMENT - RONR Robert’s Rules of Order Keep Latest Edition on the Shelf Buy a Condensed Version & READ Official Website with Q&A Forum: robertsrules.com
- 12. STAFF MANAGEMENT Effective Staff is Fundamental to Achieving Goals Responsibility & Delegation – Empowerment If Staff Understands Why, They Know How Reward the Exemplary, not the Ordinary Vision Alignment, Inspiration & Intangible Rewards Continuing Education, Mentoring Promote Staff and Your Team – Be Proud Frequent Communications are a MUST Pay Competitively Based on Facts Say Thank You…Often.
- 13. MEMBER RELATIONS Be a High Visibility AE – Office Visits, Education Classes, Take All Opportunities to Meet Be Prepared with Questions, Pen & Paper Have a Communications Plan Annual Surveys Brief Surveys (How are we doing; polls), Evaluations Periodic Newsletters Member Forums Indirect Communications – Public Relations Office Meetings
- 14. MEMBER SERVICES AND PROGRAMS Can You List Your Member Benefits? Have a Brochure? For REALTORS® & Affiliates? Be Familiar with All Member Services Kill Sacred Cows…With Facts Evaluate all Programs & Projects – Before & After Audit to Determine True Costs…Including Staff Organization & Knowledge is Key Make it Worth the Member’s Time!
- 15. FINANCIAL SAFEKEEPING You are Accountable – So Create Checks & Balances Learn and Adhere to Accounting Principles Have Written Procedures for EVERYTHING If You Don’t Know – Take a Course Provide Leadership with Understandable Reports Align the Budget to the General Ledger For Committee…Balance Sheet, Budget YTD, P&L, Check Register For Board of Directors…Balance Sheet, Budget Performance Budget Considerations NAR ‘s Field Guide to Association Budgets & Reserves Program Based, Zero Line Budgeting – include Cost/Benefit Analyses Selling a Budget is in the Packaging – Benchmarking, Pie Charts
- 16. STRATEGIC PLANNING Strategic Planning Provides Central Focus & Direction Conflicts Arise When Goals Aren’t Shared It Takes ALL to Govern Creation of Goals by Consensus Builds Trust through Common Interests Steps to Success & Satisfaction Vision, Mission Overall Goals Executable Steps Monitoring Method
- 17. MORE STRATEGIC PLANNING – FOR YOU Vision Gives Life to Purpose Knowing Where You are Going will get You There Strategic Planning for Your Future Sets an Example for Leadership Creating Your Personal Vision Short,Memorable & Full of Meaning Constant Reminders Focus on the future you want, not the problems you have. Once you’ve conjured up an image of the most desirable future, consider what your actual future will look like if you continue on your current path. Then determine what needs to change to produce the more favorable outcome.
- 18. REMEMBER THAT… Don’t try too much, too soon Know who you answer to - try not to step on too many toes Respect Confidentiality. Keeping secrets is your job now. Be aware of state and national events, registrations, and what is expected of you AND leadership! Travel Smart – Keep in mind what a member would think of your expenditures. Remember what your parents taught you: Greet people with a strong handshake, full eye contact, and a true smile. Simple niceties go a long way. A 5 Star Hotel, though… Volunteer to understand, to learn, and to give back Organization is KEY! Work on it! Spell Check, Proof Read
- 19. MOST IMPORTANT, TO SURVIVE YOU MUST: Get Organized! Or…
- 20. THANK YOU FOR ATTENDING! Toni Parker CAE, RCE, MCP, e-PRO Toni@OuterBanksREALTORS.com