A SURVIVAL GUIDE FOR LEGISLATORS PROCEDURES AND STRATEGIES TO HELP YOU WIN

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1 A SURVIVAL GUIDE FOR LEGISLATORS PROCEDURES AND STRATEGIES TO HELP YOU WIN

2 INTRODUCTION JAMES N. JONES, PRP, CPP-T ALFREDA V. DAVIS, JD, MBA, CPM

3 After the Campaign

4 COURSE OBJECTIVES Equip you with confidence and knowledge on procedures to ensure that you fully participate in the governance process Learn points of influence in the legislative process where you can impact and shape legislation, enhancing your constituencies power and influence. Enhance your skills and effectiveness as leaders and legislators.

5 COURSE FLOW TRANSITIONIING Leadership Lessons and Skills TOOLS FOR EFFECTIVE GOVERNANCE Learning Procedure & Why It Matters Tackling Leadership Head On Effective Application of Procedural Knowledge

6 TRANSITIONS: LEADERSHIP LESSONS AND SKILLS THREE IMMEDIATE CHALLENGES 1. Balancing Expectations 2. Mastery of Vast Body of Knowledge 3. Finding Your Voice and Becoming a Impact Player

7 TRANSITIONS: THE GOOD, THE BAD, AND THE UGLY The Bad: You are highly vulnerable. The Ugly: The stakes are incredibly high. The Good: Transitions are periods of opportunity!

8 TRANSITIONS: The Change In Me Recognize That You Have Been Promoted 1. Establish a clear breakpoint. 2. Relearn how to learn. 3. Rework your network.

9 TRANSITIONS: The Change In Me ACCELERATE YOUR LEARNING: Define Your Learning Agenda What do you most need to learn? 1. Gain insights to the PAST 2. Understand the dynamics of TODAY 3. How to plan for the FUTURE

10 DEVELOPING A PERSONAL LEARNING AGENDA BEST SOURCES OF INSIGHT/KNOWLEDGE HARD DATA SOFT DATA

11 GAINING INSIGHTS

12 DEVELOPING A PERSONAL LEARNING AGENDA FOCUS AREA SOURCES OF KNOWLEDGE STATUS Rules of Governance Operating Policies, Procedures,Guidelines Organization Structure and Processes Organization Culture Other

13 PARLIAMENTARY SURVIVAL: WHY PROCEDURE MATTERS ADVOCACY TOOL PUBLIC PERCEPTION LEGISLATIVE REQUIREMENT

14 Helpful in the absence of common courtesy and common sense. PARLIAMENTARY PURPOSE Primary purpose of meetings to make decisions. Procedure aids in the orderly making of decisions. Conduct efficient meetings while making effective decisions.

15 PARLIAMENTARY PRINCIPLES Honor the Will of the Majority Respect the Right of the Minority Decisions are made in a valid meeting Valid notice required.

16 S TAT U T E Spec. Rules of Order Rules of Order Standing Rules Governing Documents Federal, State and Local Laws Special Rules of Order Standing Rules (administrative rules) Custom/ Precedent Parliamentary Authority (RONR or Masons)

17 Types of Meetings Regular Special Adjourned Annual Executive Session

18 Quorum The minimum number of voting members who must be present in order that business can legally be transacted in all meetings. School Board

19 Meetings are about making decisions!!!

20 Six Steps in Handling a Motion Member gets recognition from the chair and makes a motion *Another member seconds the motion The chair states the motion, placing it before the group Members debate the motion through the chair The chair puts the question to a vote The chair announces the result of the vote * Not all motions require a second or recognition

21 FOUR Ways to Amend Add or Insert Strike Strike and Insert Substitute

22 Pending Amendment SECONDARY PRIMARY MAIN

23 LANGUAGE COUNTS MAIN MOTION: I move that the council allocate funds for a Jim Jones Memorial Park.

24 LANGUAGE COUNTS MAIN MOTION: I move that the council allocate funds for a Jim Jones Memorial Park. AMENDED MOTION: I move that the council allocate funds for a Jim Jones Memorial Park in Langley Park ADDING WORDS

25 LANGUAGE COUNTS MAIN MOTION: I move that the council allocate funds for a Jim Jones Memorial Park. AMENDED MOTION: I move that the council allocate $35,000 in funds for a Jim Jones Memorial Park. INSERTING WORDS

26 LANGUAGE COUNTS MAIN MOTION: I move that the council allocate funds for a Jim Jones Memorial Park. AMENDED MOTION: I move that the council allocate funds for a park. STRIKING WORDS

27 LANGUAGE COUNTS MAIN MOTION: I move that the council allocate funds for a Jim Jones Memorial Park. AMENDED MOTION: I move that the council allocate funds for a Pauline Medrano Park. STRIKING & INSERTING WORDS

28 LANGUAGE COUNTS MAIN MOTION: I move that the council allocate funds for a Jim Jones Memorial Park. AMENDED MOTION: I move that the council commend all NALEO officials in our area for their service. SUBSTITUTION

29 Five Motions You Should Know Maintaining Order Appealing a Decision Asking a Question 29 Asking a Procedural Question Closing Discussion

30 Point of Order 30 opurpose Used to call for the enforcement of the regular rules. omotion I rise to a point of order. ospeech Not debatable. ovote Required Chair rules.

31 Parliamentary Inquiry 31 opurpose Used to obtain procedural assistance prior to voting. omotion I rise to a parliamentary inquiry. ospeech Member states question. Chair offers guidance. ovote Required None. Chair determines how to handle.

32 Point of Information 32 opurpose Used to obtain factual information prior to voting. omotion Point of information. ospeech Member states question. Chair directs who shall respond. ovote Required None. Chair determines whether request is actually debate.

33 Appeal 33 opurpose When you are in disagreement with a ruling by the chair. omotion I move to appeal the decision of the chair. Second required. ospeech Chair speaks first and last. All others speak once. ovote Required A majority must vote against the chair s ruling.

34 Previous Question 34 opurpose Used to close debate and vote. omotion I move the previous question. ospeech No debate allowed. ovote Required A two-thirds majority must vote to close debate.

35 Previous Question cont. 35 Example I move the previous question. I move the previous question on all amendments. I move the previous question on all pending questions.

36 Five Motions You Should Know Cheat Sheet Motion Proposed Action Can interrupt Needs Second Vote needed Request for Information Parliamentary Inquiry Pose question to receive info Pose question about procedure Yes No None, through Chair Yes No None, through Chair Point of Order Enforce the rules Yes No None, through Chair* Call for the Orders of the Day Follow agenda Yes No Must be enforced on demand of one member, unless set aside Previous Question Stop debate and vote immediately No Yes 2/3 Affirmative

37 THE SUCCESSFUL LAUNCH BUILD A HIGH-PERFORMANCE TEAM PAINFUL RULE: WHAT IS GOOD FOR THE CAMPAIGN MAY NOT BE GOOD FOR GOVERNANCE

38 BUILDING YOUR TEAM 1. GET HELP 2. USE OBJECTIVE CRITERIA Competence Judgment Energy Focus Relationships Trust

39 BUILDING YOUR TEAM Evaluation Criteria Relative Weight-- Divide 100 Points Individual Rating Threshold Issue-- Designate Points Among Six Issues With an Asterisk Competence 18 Judgment 18 * Energy 15 Focus 16 Relationships 15 Trust 18 * Total 100

40 COALITION BUILDING PAY ATTENTION TO THE HORIZONTAL DIMENSION (You need to invest time and energy in building an expanded and sustainable base.) Peers External Constituencies

41 KEY COALITION SEGMENTS AND TIMING Make new friends but keep the old. One is silver; the other is gold. 1. Existing Supporters 2. Opposition 3. Convincibles Timing is everything. Utilize sequencing to build momentum in creating coalitions.

42 THE COALITION BUILDING CYCLE

43 NOW PLAN Articulate your own Create vision Seek visions of others Develop shared image Set strategic goals Focus on meeting defined, prioritized needs. Chart responsibilities Establish agenda Clarify reporting requirements

44 AND ACT Build Support Lead and Manage Evaluate and Adjust Build sense of purpose Establish clear Goals/objectives Give and invite ongoing honest feedback Develop relationships Listen well Maintain communication Promote civil, open dialogue Make strategic decisions

45 TOOLS OF THE TRADE: ADVANCED LEGISLATIVE PROCEDURE Developing an Effective Legislative Strategy Mason s Manual Pragmatic Procedure

46 Developing an Effective Legislative Strategy Define & Triage Issues Categorize Issues Proactive v. Defensive Issues Chance Issues

47 The Rules of the Game RONR v. Mason s How & when is legislation considered? How are key legislative decisions made during markup? How & when are amendments allowed? What procedural rules apply to legislative consideration? What is REALLY going on behind closed doors?

48 MOCK LEGISLATION School Year Schedule

49 WHAT DID WE MISS? QUESTIONS???

50 Got More Questions Jim Jones Alfreda Davis

Needed. Second. Speaker. Recess "I move that we recess until " No Yes No Yes Majority. Adjourn "I move that we adjourn" No Yes No No Majority

Needed. Second. Speaker. Recess I move that we recess until No Yes No Yes Majority. Adjourn I move that we adjourn No Yes No No Majority ROBERTS RULES CHEAT SHEET To: You say: Interrupt Speaker Second Debatable Amendable Vote Adjourn "I move that we adjourn" No Yes No No Majority Recess "I move that we recess until " No Yes No Yes Majority