A Strategic Guide for Implementing a Youth & Adult Advisory Committee at your Credit Union
|
|
- Geoffrey Phillips
- 6 years ago
- Views:
Transcription
1 A Strategic Guide for Implementing a Youth & Adult Advisory Committee at your Credit Union
2 Executive Summary OPPORTUNITY (Usually a standalone document and presented prior to the presentation of the full toolkit) The young adult market is receiving an incredible amount of attention from businesses in most consumer-focused industries. At 76 million strong, Generation Y (Gen Y) is slightly smaller than the Baby Boomer generation. For credit unions, the need to attract young adults is a practical matter of necessity for survival. The average age of a member is approaching 47 years old -- and rising each year. Research shows banks are outperforming credit unions in attracting young adults by a 3 to 1 ratio. How will your credit attract young adult members and integrate them into the cooperative movement? SOLUTION If credit unions fail to tap into this market, they will continue to fall behind banks in terms of financial services penetration and innovation, making it difficult to stay relevant. They must find an effective way serve Gen Y by offering products and services through their preferred channels and meeting their unique needs. One way to start is to get young adults more involved in your credit union by participating on an advisory committee. Your credit union will gain access to a wealth of knowledge from these young adult members. In return, the committee will be provided with knowledge, tools, and skills to be active and educated members of their credit unions. Below are four topics that offer a snap shot of the toolkit you can use to foster this idea at your credit union. 1. Identify Champions : Movers and Shakers Offer career development opportunities to an employee of your credit union who will ignite the fire. Being a champion requires supporting the idea, mentoring the participants, searching for partners and funding, and general management of the process and committee. 2. Establish Advisory Committee Guidelines Having a set of guiding principles and guidelines for the committee to read, understand, and follow will ensure the success of the Youth Advisory Committee. 3. Recruit Participants: People Power The recruitment of dedicated young adult members is the most critical factor to the success of the committee. Identify the area within your credit union where young members can be chosen. 4. Committee Guidelines & Sample Meeting Agenda Once the committee has been established and its structure has been formed, it can move to the more interesting task of figuring out what exactly it wants to do in addressing the needs of the credit union. 1 Young Adult Advisory Committee Toolkit
3 Table of Contents Detailed Overview: Opportunities and Solutions Pages 3-4 Seven Step Strategic Implementation Plan Pages 5-6 Detailed Review: Importance of a Youth Committee Page 6 Detailed Review: Identify Champions Page 7 Champion s Checklist Page 8 Establishing Guidelines & Goals Page 9 Sample Advisory Board Expectation (from State Employee FCU) Page 10 Detailed Review: Recruitment Tactics and Plans Pages Recruitment Checklist Page 13 Marketing Message Pages Meeting Planning Page 16 Sample Agenda (for meetings) Page 17 Sustainability, Success and Process Tracking Page 18 2 Young Adult Advisory Committee Toolkit
4 Overview This toolkit is designed to provide you a comprehensive approach to developing and implementing a Young Adult (Youth) Advisory Committee within your credit union. While this toolkit will provide you with a wealth of information, there is still much more to consider. Use this guide to work through the most effective and efficient approach best suit for your credit union. It has been designed to address, at best, a strategy for increasing membership of younger generations. OPPORTUNITY The young adult market is receiving an incredible amount of attention from businesses in most consumer-focused industries. At 76 million strong, Generation Y (Gen Y) is slightly smaller than the Baby Boomer generation. This size gives Gen Y significant power to change American society and will play a pivotal role in the massive wealth transfer over the next couple of decades. For credit unions, the need to attract young adults is a practical matter necessary to survive. The average age of a member is a approaching 47 years old -- and rising each year. Credit unions are under-penetrating this market and recent research shows they are drastically missing the target compared to banks by a 3 to 1 margin in attracting young adults. The million dollar question is: How is your credit union going to attract young adult members and integrate them into the cooperative movement? SOLUTION If credit unions fail to tap into this market, they will continue to fall behind banks in terms of financial services penetration and innovation. If this happens, it will be difficult to stay relevant. They must find an effective way serve them by offering products and services through their preferred channels, meeting their unique needs. One way to start is to get young adults more involved in your credit union by participating on an advisory committee. Your credit union will gain access to young adult members and their insights by making them active within the credit union. This toolkit includes processes you will need to follow, to create a committee of young adults who can provide your credit union with the Gen Y guidance needed to attract and retain this segment. From there, the credit union will have the ability to nominate leaders from the advisory committee to become a non-voting associate board member. Then if a member desires, he or she can explore the possibility of becoming a voting member of their credit union board. GROWTH After a successful pilot program gets under way at a few CUs, launch a marketing campaign with testimonials, facts and statistics showing the success of the program. Using the help of Leagues and other trade associations, along with the guidance of our team, we can encourage other CUs to pick this idea up. At first, this new concept may require some hand holding from our team and other CUs where this program is a success. 3 Young Adult Advisory Committee Toolkit
5 PENATRATION Until this concept becomes widely accepted in our industry, we will have to sell it hard in order for it to be picked up by mature credit unions that may be apprehensive at first. Once we get the first few credit unions on board with this, it will be an easier sell with firm statistics and testimonials. SATIFICATION MEASURES The ultimate measure of satisfaction would be seeing someone move through the ranks of the committee and becoming a full-fledged member of the Board of Directors. Until then, we will have to measure satisfaction with what the committees are accomplishing at individual CUs. This is where maybe a list serve, a blog, a Facebook page or other source of sharing ideas amongst a group would come in handy. 4 Young Adult Advisory Committee Toolkit
6 Strategic Implementation Plan Seven Steps to Creating, Maintaining, and Sustaining 1. Determine the Why : IMPORTANT!!! One of the key determinants in creating a young adult advisory committee Council is to first identify WHY? The reasons will be slightly different for each credit union but here are some thoughts to consider: Balance flexibility with structured commitment Make it about them Value Diversity Demonstrate Benefits Give them real voice 2. Identify Champions : Movers and Shakers Offer career development opportunities to an employee of your credit union who will ignite the fire. Being a champion requires supporting the idea, mentoring the participants, searching for partners and funding, and keep the process moving forward. 3. Establish Advisory Committee Guidelines Have a set of guidelines, principles and a group agreement for the council to read, understand, and follow. The group agreement should describe the structure of the Young Adult Advisory Committee. 4. Recruit Participants: People Power The recruitment of dedicated, young adult members is the most critical factor to the success of the committee. Identify the area within your credit union from where young members can be chosen. A good starting point may be the Marketing Department as they will be instrumental in assisting with a campaign message. 5. Outline Activities: The Meats and Potatoes Once the committee deals with setting up its structure, it can move to the more interesting task of figuring out what exactly it wants to do in helping the credit union meet its goals. The processes that each credit union uses to make this decision will be slightly different, but typically, the common denominator is the need to ensure each member has a say. 6. Ensure Sustainability: Where do we go from here? Once the committee has been established, it takes work to make sure it operates for a long time, or is sustainable. Key committee priorities should be raising awareness, retaining members and recruiting new members. 5 Young Adult Advisory Committee Toolkit
7 7. Evaluate Progress: Success Tracking Keeping track of young adult advisory committee activities and progress is a key ingredient to its overall success. It s a way for people to learn and for the committee to flourish. Members can celebrate successes and figure out where to improve Positive outcomes can be used to build a case for new or ongoing projects and products for the credit union to undertake. Detailed Review: Importance of Youth Committee Now, more than ever, it is important to recognize how young leaders can make positive difference within our credit unions. There is a positive connection between involving young adults in community activities and the increase in overall community vitality and engagement. Young adults bring new energy and ideas to standard issues and concerns, often with a unique perspective as to how best to tackle challenges and opportunities. Adding input from this group to the decision making process will provide credit unions with ideas, solutions. Things their input may produce are: to offer relevant products at the right time, improve convenience for members, ultimately increasing their member wallet share and lowering average membership age. 1. Prepare today s Champions to be tomorrow s Leaders 2. Help Credit Unions to live the Cooperative Model Voluntary and Open Membership. Democratic Member Control. Member Economic Participation. Autonomy And Independence. Education, Training & Information. CO-operation among CO-operatives. Concern for community. 3. Engage and increase membership in the a younger market segmentation 4. Prompt acceptance, awareness and diversity within younger market segmentation 5. Align goals and strategic efforts across all channels and avenues within the Credit Union movement 6. Motivate young members and employees to work and volunteer at your Credit Union Selling Points: A Youth Board can provide young people with a forum to voice their needs and allows them an opportunity to make a difference in their credit unions. Every credit union can benefit by actively involving youth in governance. By involving young people, not only are they guided into meaningful activities of leadership, they can also learn about problem solving and gain business experience. A credit union Youth committee can help build relationships across all generations. In many cases, youth members can form mentor relationships with adult champions. 6 Young Adult Advisory Committee Toolkit
8 State Employees Credit Union in North Carolina shared that the biggest benefits they have received from advisory panels have been word of mouth advertising and ideas for new products and services Detailed Review: Identify Champions A Real Winner! Start with young adult involvement from within your credit union; they are your future leaders. Having a young adult credit union employee champion the advisory committee will allow them to demonstrate their leadership capabilities, effectively recruit and manage the young adult advisory committee, provide them access to senior leadership and preserve the cooperative spirit for the next generation. Champion could be: A valued member. A parent. An employee. A manager. An interested sponsor. A community member. Local government official. School teacher. CALL OUT! 1. Keep in mind the champion and the Youth Council President is two different roles; fulfilled by two different people. While the champion oversees formation and sustainability, the president actually operates the Youth Council for a set period of time. 2. A champion should be someone who supports the concept of Youth Committee participants as decision-makers versus imposing his/her own ideas or personal agenda. If the champion is not a youth, he/she needs to act only as an advisory resource or liaison. Also provide a senior leader that will sponsor the advisory committee and help mentor the champion of the advisory committee. This will provide a mentorship for your employee, a great deal of knowledge and experience to maintain a high level of institutional memory of how the industry became so great, and what it needs to prosper for generations to come. It is also recommended that an administrative employee is made available to the champion and sponsor to aid in the logistics of committee meetings keep them running smoothly. 7 Young Adult Advisory Committee Toolkit
9 Champion Identification Checklist Start with young adult involvement from within your credit union; they are your future leaders. Having a young adult credit union employee champion the advisory committee will allow them to demonstrate their leadership capabilities, lead recruiting efforts, lead meetings and manage the advisory committee. Identify a senior leader to sponsor the advisory committee and help mentor the champion of the advisory committee. This will provide an opportunity to transfer knowledge to your next generation of leaders. Task Start Date End Date Resources Identify champion(s) within credit union Identify leadership sponsor Identify administrative lead (scheduling, notes, meeting room set up, follow up ) Set goals, expectations and develop a strategic plan for the committee Schedule regular 1:1 meetings between champion(s) and sponsor 8 Young Adult Advisory Committee Toolkit
10 Establishing Guidelines & Goals for the Committee Start by defining the size and make-up of your advisory committee, here are some recommendations: Who will take part: size, age range and general make-up of group. The advisory committee should be comprised of 8-12 young adults from ages Size of committees should be reflective of credit unions size. Commitment timeframe of participants, each member should serve a 24 month term. It is recommended that half of the first recruitment group serve a 12 or 36 month term so that not all individuals are turning over in the same year. The committee will meet 4 times per year; one of the meetings should coincide with your annual board planning session to provide direct access between the advisory committee and your board. Frequency and duration of meetings. Identifying when participants are able to speak within a meeting. The role of credit union staff in meetings. Identifying and outlining individual roles and responsibilities of youth members, e.g. chair/president, vice-chair, secretary, treasurer, or note taker. It is also important to develop a set of guiding principles or an outline of advisory expectations so that each advisory committee member clearly understands their commitment to the credit union and what expectations the credit union has of them. Every Youth Council should have a set of goals. Goals outline the big picture as to why the Youth Advisory Committee comes together and to what end it dedicates its time and effort. Each Youth Council determines its own goals based on the issues of interest/concern and assets it has identified to meet the needs of the credit union. CALL OUT! 1. Goals should be strategic, outlining what the group as a whole would like to accomplish. The committee should review these regularly to make sure their activities are still aligned with its vision. 9 Young Adult Advisory Committee Toolkit
11 Sample Advisory Board Expectation Provided below is a snap shot from State Employees Federal Credit Union. 10 Young Adult Advisory Committee Toolkit
12 Recruitment: People Power The recruitment of dedicated young adult members is the most critical factor to the success of the advisory committee. You have to look for candidates that are driven, committed and focused. Starting with the champion(s) identified within your credit union to assume a leadership role on the committee. Create an opportunity to show your champions you are investing in their professional development and empower them to take the lead on helping with the recruiting process. Recruiting Members Now that you have your champion (s) chosen, start tapping them for ways to best reach the types of members you are looking for. Provide a solid understanding or description of what candidates will gain from a development standpoint. Here are some suggested ways to recruit: 1. Pull membership file data and determine how many members fit your age criteria, and do direct, personalized marketing to them. 2. Reward employees for helping recruit candidates (bonuses, time off, lunch with management, gift cards). 3. Social media. See YouTube video for your use in Appendix Branch ads, e-statement s, web advertisements. 5. Member referral bonuses (paid when referral joins committee). Look for candidates that have a wide range of skills and interests to create knowledge diversity. Some skills to look for include: IT/Computer Science. Business/Management. Marketing/Public Relations. Finance/Economics. Education/Training. 11 Young Adult Advisory Committee Toolkit
13 Recruitment: Checklist Qualification Requirements to Consider Are they a member of the credit union? Do they have experience, aspirations, educational background or training that would contribute positively to the role of a committee member? Do they have the ability and desire to attend and contribute in regular committee meetings? Do they have a desire to learn about the credit union, its services and the overall financial marketplace? Do they have an open mind, the ability to use sound judgment, a willingness to accept responsibility, and the capacity to speak with one voice once a consensus has been reached? Do they have an interest of the entire membership rather than for personal gain or on behalf of special interests? Do they have a potential conflict of interest, either personal, occupational, or with family members that may preclude committee service? Other Considerations 1. Youth apply to be involved instead of appointed or elected. 2. Balance flexibility with structured commitment. 3. Make it about them. 4. Value Diversity. 5. Demonstrate the benefits. 12 Young Adult Advisory Committee Toolkit
14 Recruitment: Checklist Task Start Date End Date Identify champion within credit union Develop messaging campaign Select mediums to use in recruiting process Examples include: Pull membership file data and create list of members that fit your age criteria Reward employees for helping recruit candidates (bonuses, time off, lunch with management, gift cards) Social media (YouTube, Facebook, LinkedIn) Branch ads, e-statement s, web advertisements Referral bonuses Review candidate pool with Sr. Management and Board of Directors Select, notify and celebrate candidates Announce committee and goals to membership 13 Young Adult Advisory Committee Toolkit
15 Marketing Strategy YouTube Video Scripts: Generic script for all credit unions to use. Open on a screen shot of the famous We Want You! poster that has Uncle Sam on it. Young Credit Union Professional, in generic CU wear from CU Swag, performing a monologue in front on the camera: Credit unions, a cooperative philosophy of people helping people. Being a member of your credit union, you are eligible to become a volunteer to ensure this philosophy is carried on. We are seeking young, motivated, dedicated individuals to share their ideas with the credit union and help adapt to the needs of our members. We are seeking individuals to serve the credit union in the following capacity of a Young Adult Advisory Committee. Serving in a volunteer role will provide an opportunity to move up the ranks, and possibly become a full voting member of the Board of Directors, here at your credit union. In the ever changing world of financial services, we need new ideas to help us adapt and remain a pivotal component in our member s lives. This is a great leadership opportunity and will provide you with experiences you will carry with you, throughout your life. Contact your credit union today for complete details. Become a volunteer today and help ensure the continuation of the democratically controlled notion of people helping people. 14 Young Adult Advisory Committee Toolkit
16 Script for a credit union that wants to record their own Open on a screen shot of the famous We Want You! poster that has Uncle Sam on it. With CU logo in lower left hand corner. Young Credit Union Professional, in credit union logo wear or generic CU wear from CU Swag, performing a monologue in front on the camera: Credit unions, a cooperative philosophy of people helping people. Join us at (name of credit union) and become a volunteer to ensure this philosophy is carried on. We are seeking young, motivated, dedicated individuals to share their ideas and help (name of credit union) adapt to the needs of its members. We are seeking individuals to serve the credit union in the following capacity (rolls/positions the CU is looking to create.) Serving in a volunteer role will afford you the opportunity to move up the ranks, and possibly become a full voting member of the Board of Directors, here at (name of credit union). In the ever changing world of financial services, we need new ideas to help us adapt and remain a pivotal component in our member s lives. This is a great leadership opportunity and will provide you with experiences you will carry with you, throughout your life. Contact (name and contact information) us for details on how to volunteer and help shape the future at (name of credit union.) Become a volunteer today and help ensure the continuation of the democratically controlled notion of people helping people. Other Marketing Methods External/Internal Website. Campaign. Facebook Page. Blog Site. Twitter. LinkedIn. Branch Staff. Word of Mouth. Direct, Personalized Marketing pieces. 15 Young Adult Advisory Committee Toolkit
17 Meeting Planning An agenda should be set for each face-to-face meeting so that you re effectively using the committee s time and gaining the most from their input. Agenda topics for consideration include: First meeting of each year should include introductions of committee members and an overview of the credit union, including the history, mission and products offered. Any follow-ups from prior meetings. Is there something your Board of Directors wants an opinion on? Any new products or services you want their input on? How can they help you think about your e-marketing efforts. Keep open time to just listen to what they have to say. Minutes should be taken and prepared for each advisory committee meeting. Key concepts should be summarized and shared with the executive sponsor, other senior leadership and the board of directors. Outside of the face-to-face meetings four times a year, you should regularly solicit feedback from committee members on-line via a Facebook page, Google groups, s or other electronic methods of communication. Also think about how you can involve the young adult advisory committee in your annual meeting or other charity events the credit union participates in. 16 Young Adult Advisory Committee Toolkit
18 Sample Agenda ABC Credit Union Young Adult Advisory Committee Meeting Agenda Date: Time: Location: Welcome Roll call Credit Union Update Products Services Current campaigns Additional topics Brainstorm/idea sharing Open discussion to share ideas Recap and Next steps Notes: Next meeting time 17 Young Adult Advisory Committee Toolkit
19 Sustainability, Success and Process Tracking Track your Success Keeping track of activities and progress is a key ingredient to the overall success of the committee. It s a way for people to learn and track the progress, allowing the group to flourish. Members can celebrate successes and figure out ways to improve. Positive outcomes can be used to build a case for new or ongoing funding if needed. Results can be communicated to people within the credit union s field of membership to demonstrate successes, promote the committee and foster relationships. People outside of the community might also be interested in learning about the committee, ie; trade associations and trade publications. Evaluation is a form of research where information is compiled, organized and analyzed to look at the effect of activities. This is done to help make decisions about programs. It helps determine how well programs are working and identify reasons for success or failure. Conducting an Evaluation Include youth members in the development of your evaluation. Think about why you want to evaluate. Develop your picture of success. Determine methods for collecting information. Develop tools for collecting information. Get that Info! Analyze. Communicate Findings Act on Results. 18 Young Adult Advisory Committee Toolkit
Governance Guideline SEPTEMBER 2013 BC CREDIT UNIONS.
Governance Guideline SEPTEMBER 2013 BC CREDIT UNIONS www.fic.gov.bc.ca INTRODUCTION The Financial Institutions Commission 1 (FICOM) holds the Board of Directors 2 (board) accountable for the stewardship
More informationVOLUNTEER JOB DESCRIPTIONS
VOLUNTEER JOB DESCRIPTIONS The Purpose of Job Descriptions Officer job descriptions are important, often overlooked, essential pieces of information that need to be written in order to have the chapter
More informationCOLLEGE OF PHYSICIANS AND SURGEONS OF ONTARIO GOVERNANCE PROCESS MANUAL
COLLEGE OF PHYSICIANS AND SURGEONS OF ONTARIO GOVERNANCE PROCESS MANUAL December 2016 Table of Contents Governance Roles and Responsibilities Table of Contents OVERVIEW OF GOVERNANCE... 3 GOVERNANCE ROLES
More informationChapter Management Awards 2016 PROFESSIONAL DEVELOPMENT
CHAPTER IABC Ottawa REGION Canada East CHAPTER BOARD TERM July 1 to June 30 TIMELINE July 1, 2015 to November 15, 2016 DIVISION CATEGORY CHAPTER CONTACT Division 1: Large Chapter (201 or more members)
More informationUsing Employee Resource Groups to Increase Diversity
Using Employee Resource Groups to Increase Diversity What is an Employee Resource Group (ERG)? Employee Resource Groups (ERGs) can go by other names, such as affinity groups or networking groups. These
More informationBuilding and Maintaining a Business Advisory Board... 2 Engaging Business Advisory Board Members... 3 Business Advisory Board Frequently Asked
0 Building and Maintaining a Business Advisory Board... 2 Engaging Business Advisory Board Members... 3 Business Advisory Board Frequently Asked Questions... 4 Sample Documents: Business Advisory Board
More information18 September Day 1, Part II: Strategic Planning Human Resource Development 1. Day 1, Part II: Strategic Planning Human Resource Development
FY2019 CDVSA All Grantee Meeting Victim Services, Battering Intervention & Prevention Programming September 18-20, 2018 Day 1, Part II: Strategic Planning Human Resource Development Day 1, Part II: Strategic
More informationSTRATEGIES FOR DEVELOPING NEIGHBORHOOD ASSOCIATIONS
STRATEGIES Dear neighborhood leaders: Clearwater neighborhoods are the heart and soul of our great city. We depend on our residents to keep the city administration and City Council apprised of the everyday
More informationState Diversity Council Roles and Responsibilities
DIVERSITY COUNCIL N AT I O N A L...a diverse community, a better nation. State Diversity Council Roles and Responsibilities 1 Officers 2 Officers President Reports to the Executive Director of the Diversity
More informationEmployment and Skills Board. Terms of Reference
Employment and Skills Board Terms of Reference The Employment and Skills Board (ESB) was established in 20 and is a formally constituted sub-group of the Cornwall and Isles of Scilly (C&IoS) Local Enterprise
More informationHannah Wardill Young Achiever Award Winner To read more testimonials please click here. Sponsorship Proposal Page 2
"I have been involved in the Channel 9 Young Achievers for the past three years, making it to the semi-finals in 2014 and 2015 and finally winning in 2016. Each year, I have attended the Gala Presentation
More informationChapter Policy: Governance Structure and Director Roles and Responsibilities
Chapter Policy: Governance Structure and Director Roles and Responsibilities Introduction: The purpose of this document is to: Serve as a companion document to the Bylaws and the Strategic Plan documents;
More informationINDEPENDENT MEMBER OF AUDIT AND RISK COMMITTEE BACKGROUND INFORMATION FOR APPLICANTS
INDEPENDENT MEMBER OF AUDIT AND RISK COMMITTEE BACKGROUND INFORMATION FOR APPLICANTS Contents 1. The organisation 2. Role description 3. Person specification 4. Time commitment 5. How to apply Our vision
More information2016/17 Sponsorship Proposal
2016/17 Sponsorship Proposal TABLE OF CONTENTS EECUTIVE SUMMARY 3 AIMS & OBJECTIVES 4 CATEGORY OPTIONS 4 OPERATIONS & EVENTS 5 Launch 5 Call for Nominations 5 Judging of Nominations 6 Awards Gala Presentation
More informationStep-by-Step Volunteer Job Descriptions
Step-by-Step Volunteer Job Descriptions The job descriptions that follow summarize the duties of the membership recruitment volunteers as they are outlined in the Recruitment and Retention Manual. If you
More informationMatt Kelly Young Achiever Award Winner. Sponsorship Proposal Page 2
"Upon hearing about the Queensland Young Achiever Awards and being encouraged to submit my details, I'll be honest and say I was a little apprehensive. With so many impressive awards organisations and
More informationSponsorship Proposal
Sponsorship Proposal TABLE OF CONTENTS EECUTIVE SUMMARY 3 AIMS & OBJECTIVES 4 CATEGORY OPTIONS 4 OPERATIONS & EVENTS 5 MEDIA LAUNCH 5 CALL FOR NOMINATIONS 5 JUDGING OF NOMINATIONS 6 AWARDS GALA PRESENTATION
More informationCompleted forms should be returned via to no later than 5pm on 6/15/17.
APPLICATION FOR COMMITTEE CO-CHAIR CHAIR & BOARD OF DIRECTORS LEADERSHIP POSITION As part of our selection process, we ask that all members interested in a leadership role within MNCREW complete the following
More informationNEW BOARD ORIENTATION FOR NEIGHBORHOOD ORGANIZATIONS
NEW BOARD ORIENTATION FOR NEIGHBORHOOD ORGANIZATIONS 06.15 Our City strives to meet the needs of all residents who choose to call Orlando home. To do this, I have made it a priority for the Neighborhood
More informationNC PTA Leadership Training
NC PTA Leadership Training 2013 PTA Vision Making every child s potential a reality PTA Mission and Values A powerful voice for all children A relevant resource for families and communities, and A strong
More informationA Toolkit for Establishing and Maintaining Successful Employee Resource Groups
A Toolkit for Establishing and Maintaining Successful Employee Resource Groups January 31, 2011 Prepared by the National Business & Disability Council and the National Employer Technical Assistance Center
More informationState Diversity Council Roles and Responsibilities
DIVERSITY COUNCIL N AT I O N A L...a diverse community, a better nation. State Diversity Council Roles and Responsibilities 1 Officers 2 Officers President Reports to the Executive Director of the Diversity
More informationInspiring volunteers. The HEROES of Australian cricket INSERT CLUB NAME VOLUNTEER MANAGEMENT ACTION PLAN MONTH YEAR CLUB LOGO
Inspiring volunteers The HEROES of Australian cricket INSERT CLUB NAME VOLUNTEER MANAGEMENT ACTION PLAN MONTH YEAR CLUB LOGO Table of Contents Volunteer Management Action Plan Action Plan 3 Profile 4 42
More informationGuiding Principles 1. PREAMBLE
Guiding Principles Committee Title: Healthy Workplace Committee Approved by: Human Resources Services Date of Approval: March 6, 2013 Reporting Structure: Human Resources Services Enquiries: Stacie Cameron,
More informationState Diversity Council Roles and Responsibilities
DIVERSITY COUNCIL NATIONAL...a diverse community, a better nation. State Diversity Council Roles and Responsibilities 1 Officers 2 Officers President Reports to the Executive Director of the Diversity
More informationExecutive Summary. The State of Employee Engagement pg. 2
the STATE of EMPLOYEE ENGAGEMENt 2018 v Executive Summary 2018 has been named The Year of Employee Experience by Forbes; highlighting an increasing need for employers to offer engaging experiences to retain
More informationInvest In Your Future: Volunteer Today. SGNA Leadership Opportunities
Invest In Your Future: Volunteer Today Invest In Your Future: Volunteer Today Elected by the members and chaired by the Immediate Past President, SGNA s Nominations and Elections Committee has the responsibility
More informationTurning Employees into Brand Advocates. 4 Steps to an Effective Employee Engagement Program
Turning Employees into Brand Advocates 4 Steps to an Effective Employee Engagement Program Engaged employees are the lifeblood of every successful business. They speak positively about your company to
More informationSuccession Planning. Ministry Team Meeting FVUUF January 13, 2008
Succession Planning Ministry Team Meeting FVUUF January 13, 2008 Who Are We? Nominating/Leadership Development Committee Connie Kanitz (Chair) Sue Williams Roxanne Hallock How does nominating work? The
More informationProcess for Addressing Expiring Terms of Board Members (Modified from Canadian Parks and Wilderness Society, National Board) Background
Background Process for Addressing Expiring Terms of Board Members (Modified from Canadian Parks and Wilderness Society, National Board) We have traditionally renewed board member terms without much thought
More informationSociety of Animal Welfare Administrators (SAWA) STRATEGIC FRAMEWORK and STRATEGIC PLAN
Society of Animal Welfare Administrators (SAWA) STRATEGIC FRAMEWORK and 2010-2013 STRATEGIC PLAN Board of Directors Adopted June 2, 2010 SAWA STRATEGIC FRAMEWORK SAWA Mission Statement The Society of Animal
More informationTHE 3 R S OF VOLUNTEER MANAGEMENT: Recruitment Retention Recognition
THE 3 R S OF VOLUNTEER MANAGEMENT: Recruitment Retention Recognition Two Main Reasons Why People Volunteer They were asked They want to do something good for others and their community What Prevents People
More informationAssociation of Fundraising Professionals (AFP) ON, Canada South Chapter STRATEGIC PLAN
Association of Fundraising Professionals (AFP) ON, Canada South Chapter STRATEGIC PLAN 2015-2017 Prepared by Board of Directors AFP ON, Canada South Chapter October 8, 2015 I. VALUES AND MISSION Core Values
More information# Members (Up to) Business/Industry 2 Home Builder/Developer 2 Environmental Interest 3 Academia 2. Stakeholder Group. Page 1 of 7
Water Efficiency Strategy Update Community Liaison Committee Terms of Reference Purpose The Community Liaison Committee (CLC) provides a forum for community input and guidance to the Project Team, during
More informationCampaign Guide
2017-2018 Campaign Guide 2017-2018 CAMPAIGN GUIDE Welcome to the United Way Team! Thank you for agreeing to lead your organization s United Way Campaign. As an Employee Campaign Manager, you have the unique
More informationThe 519 Board Governance Roles, Structure and Committee Terms of Reference/Mandate
The 519 Board Governance Structure The Board is established under the City of Toronto Act and is considered a local Board of Management. The Board is appointed and serves at the pleasure of Council (through
More informationTIPS FOR MANAGING SOCIAL MEDIA
TIPS FOR MANAGING SOCIAL MEDIA SMS @ SMS FOR SMALL BUSINESSES SMS @ SMS @ @ NEWBERN CONSULTING SEDRIK NEWBERN SCOTT VENTURA NEWBERNCONSULTING.COM CONTENTS Introduction Focus First on the Social in Social
More informationThree Bold Steps Toolkit: Capacity Framework
Three Bold Steps Toolkit: Capacity Framework INTRODUCTION This framework was originally designed for Safe Schools/Healthy Students (SS/HS) communities to guide them as they took the Three Bold Steps: developing
More informationThe Board of Directors
The Board of Directors Role: Serves as leadership and decision-making body of the Association. Responsibilities: As a body, provides leadership in supporting the park ranger (broadly defined) profession;
More informationTEAMSTERS/SIKORSKY CAREER PATHWAYS UNION MENTORING PROGRAM
TEAMSTERS/SIKORSKY CAREER PATHWAYS UNION MENTORING PROGRAM Sample Planning and Program Documents NOTE: The documents included here were developed as part of a joint mentorship initiative undertaken by
More informationCREATING A WORKPLACE WELLNESS COMMITTEE
CREATING A WORKPLACE WELLNESS COMMITTEE A toolkit for employers Congratulations! By choosing to implement a Workplace Wellness Program you are making a smart investment in the health and productivity of
More informationPreparing your board for the future
Preparing your board for the future A guide to succession planning Funded by Getting the basics in place 1 What is succession planning? Succession planning is about ensuring continuity within an organisation,
More informationTo read more testimonials please click here
3 3 4 5 5 8 9 9 10 "Being involved in the community dedicating my life's work to helping all ages on the autism spectrum is truly one of the most rewarding experiences. The Victorian Young Achiever Awards
More informationBoard of Directors Candidate Guide
2018 Table of Contents About Libro... 3 Libro... 4 Important Dates... 4 2018 Director Positions... 4 Eligibility Criteria... 4 Director Competencies... 5 Skills and Attributes... 5 Learning and Development...
More information2016 LEADERSHIP GIVING GUIDE
2016 LEADERSHIP GIVING GUIDE BENEFITS OF A LEADERSHIP CAMPAIGN Leadership giving is an important part of United Way employee campaigns in all business and public sector organizations. United Way relies
More informationBoard of Directors Responsibilities
Board of Directors Responsibilities Board of Directors Term- 1 to 2 years (a) Ten Responsibilities of the Board: 1) Appointing, supporting, and monitoring the performance of the Executive Committee 2)
More informationThank you to the young Victorian Young Achiever Awards for recognising my work and success as an individual on the Autism Spectrum.
"Being involved in the community dedicating my life's work to helping all ages on the autism spectrum is truly one of the most rewarding experiences. The Victorian Young Achiever Awards is about recognising
More informationRoyal Bank RugbyForce Weekend
Royal Bank Royal Bank Royal Bank 02 Contents 3 What s it all about? 4 Share your story 6 Promotion to get your day noticed 23 Social media calendar 25 Summary 25 What s it all about? 4 Royal Bank of Scotland
More informationA Toolkit for Establishing and Maintaining Successful Employee Resource Groups
ADVANCING WORKFORCE DIVERSITY Employer Assistance and Resource AskEARN.org Network on Disability Inclusion A Toolkit for Establishing and Maintaining Successful Employee Resource Groups The Employer Assistance
More informationBoard Recruitment For Nonprofit Organizations A Sample Handbook
Board Recruitment For Nonprofit Organizations A Sample Handbook 2012 INTRODUCTION A well-functioning Board of Directors is essential for nonprofit organizations not only to meet legal requirements, but
More informationAUTOZONE, INC. CORPORATE GOVERNANCE PRINCIPLES
AUTOZONE, INC. CORPORATE GOVERNANCE PRINCIPLES ADOPTION The Board of Directors of AutoZone, Inc., first adopted these Corporate Governance Principles on June 5, 2001. These Corporate Governance Principles
More informationSponsorship Proposal Page 2
4 4 5 5 5 5 6 6 6 7 7 7 8 8 9 10 10 Sponsorship Proposal Page 2 "Being involved in the community dedicating my life's work to helping all ages on the autism spectrum is truly one of the most rewarding
More informationDirector of Member Experience IDB IIC FCU Member Services and Marketing Departments Job Description
Director of Member Experience IDB IIC FCU Member Services and Marketing Departments Job Description Objective Full time/exempt position Reports to the CEO Location: Washington, DC Reporting to the Chief
More informationBOARD, COORDINATOR, P.O Box 25773 (763) 647-3037 info@minnesotaboxerrescue.onmicrcrososoft.com AND TEAM POSITIONS Proprietary Statement This manual contains proprietary information of. It is intended solely
More informationHALIFAX REGIONAL SCHOOL BOARD Employee Recognition Awards Program
Public x Private Date: June 9, 2008 HALIFAX REGIONAL SCHOOL BOARD Employee Recognition Awards Program PURPOSE: BACKGROUND: CONTENT: The purpose of this report is to inform the Board of the Employee Recognition
More informationTHE YMCA IN CANADA THE ORGANIZATION YMCA OF NORTHERN ALBERTA
THE YMCA IN CANADA The YMCA was established over 160 years ago, as a charity dedicated to the health of both individuals and communities. Our focus on inclusiveness and accessibility means we serve people
More informationCommunity governance. Roles and responsibilities of the committee/board. Individual roles of committee/board members
CONTENTS PAGE 1 Individual roles of members 1 President or Chairperson 2 Vice-President or Vice-Chairperson 2 Secretary 3 Treasurer 3 Ordinary members 4 What makes an effective member? 4 In children s
More information2019 Chapter Management Awards. CMA Manual
2019 Chapter Management Awards CMA Manual Contents Contents... 2 About the awards... 3 IABC1720 Strategic Framework... 4 CMAs at a glance... 4 About Chapter of the Year Award... 5 How to Enter... 5 Work
More informationROLES & RESPONSIBILITIES OF THE BOARD. Community Foundations of Canada October 21, 2016
ROLES & RESPONSIBILITIES OF THE BOARD Community Foundations of Canada October 21, 2016 Session Discussion What do you hope to gain an understanding of with this session? What is an issue that you are now
More informationBoard Governance and Best Practice Checklist
Board Governance and Best Practice Checklist Updated April 2015 Developed in consultation with www.creativeoptionc.com This tool was designed to help nonprofit organizations assess their organizational
More informationACHE Volunteer Engagement Manual
ACHE Volunteer Engagement Manual 1 TABLE OF CONTENTS SECTION 1 Volunteer Recruitment... 3 SECTION 2 Volunteer Orientation.5 SECTION 3 Volunteer Management..6 SECTION 4 Volunteer Recognition 7 SECTION 5
More informationGuidelines for Advisory Committees of the CTC. Required Action: For the review and approval of the Board of Directors.
Guidelines for Advisory Committees of the CTC Required Action: For the review and approval of the Board of Directors. The Board may, from time to time, by resolution, create advisory committees to advise
More informationDirector Training and Qualifications
4711 Yonge Street Suite 700 Toronto ON M2N 6K8 Telephone: 416-325-9444 Toll Free 1-800-268-6653 Fax: 416-325-9722 4711, rue Yonge Bureau 700 Toronto (Ontario) M2N 6K8 Téléphone : 416 325-9444 Sans frais
More informationCharacteristics of a Good Leader
PERSONAL QUALITIES Works well with people Enjoys working with people Makes friends easily Builds trust easily Characteristics of a Good Leader Is open and receptive to other people Believes in and is receptive
More information2018 STEP AHEAD AWARDS MEDIA KIT
MEDIA KIT Dear Reader, This media kit has been designed to introduce you to the STEP Ahead initiative and awards and help you develop a media plan that leverages The Manufacturing Institute s national
More informationReady to Work Long Island. Internship Guide
Ready to Work Long Island Internship Guide Excerpted from Grads of Life - this guide provides a roadmap for your company to develop an internship program. Internships are a great way to build your talent
More informationCorporate Ambassador Programme. How do you inspire young people who are not yet in employment to be ready for the world of work?
Corporate Ambassador Programme How do you inspire young people who are not yet in employment to be ready for the world of work? When in employment, how does an employer motivate, engage and inspire its
More informationPurpose of this tool. Page 1
Purpose of this tool Thank you for taking time to participate in the Affiliate Self Assessment Tool. The Affiliate Self Assessment Tool was designed by members of the Council of Affiliates to complement
More informationPosition Description: For the Position of: Director, AARP Board
Position Description: For the Position of: Director, AARP Board October 2015 Position Description Title: Company: Headquarters: Website: Director, AARP Board AARP Washington, DC www.aarp.org Company Overview
More informationPenumbra, Inc. Corporate Governance Guidelines Adopted August 18, 2015 As amended April 17, 2017
Penumbra, Inc. Corporate Governance Guidelines Adopted August 18, 2015 As amended April 17, 2017 1. Size and Composition of the Board and Board Membership Criteria; Director Qualifications The Nominating
More informationPractices for Effective Local Government Leadership
Practices for Effective Local Government Leadership ICMA delivers the latest research in the 14 core areas critical for effective local government leadership and management. ICMA University is the premier
More informationCSR / Sustainability Governance and Management Assessment By Coro Strandberg President, Strandberg Consulting
Introduction CSR / Sustainability Governance and Management Assessment By Coro Strandberg President, Strandberg Consulting www.corostrandberg.com November 2015 Companies which adopt CSR or sustainability
More informationCoalition Coaching for Success: Building Your Coalition Coordinator Toolbox
Coalition Coaching for Success: Building Your Coalition Coordinator Toolbox Lacey & Tumwater, WA June 5-6, 2013 Sharon O Hara, CADCA Trainer Rhonda Ramsey Molina Your CADCA Instructor Your CADCA Instructor
More informationEmployer Branding Essentials. 4 Tips Inspired by LinkedIn s Top Attractors Ranking
Employer Branding Essentials 4 Tips Inspired by LinkedIn s Top Attractors Ranking Introduction Your reputation as an employer is everything. If you have a good one, top candidates want to work for you
More informationGuide How to attract and retain good employees
Guide How to attract and retain good employees How to attract and retain good employees Some of the most successful organisations are those that recognise that their employees are their most valuable assets,
More information2/2012. Mentoring Brothers in Action: Survey Results
Most important things participants learned Qualitative Data - Key Themes Listen We need to listen to younger Black men. The grassroots / personal efforts may not be dovetailing with the nationwide agenda.
More informationPrestige Brands Holdings, Inc. Corporate Governance Guidelines
Prestige Brands Holdings, Inc. Corporate Governance Guidelines Prestige Brands Holdings, Inc. (the Company ) is committed to developing effective, transparent and accountable corporate governance practices.
More informationDevelop a Strong Board
Develop a Strong Board Introduction The board of directors provides oversight for all of the activities in the organization; it is the ultimate decision-making authority and the protector of resources,
More informationMPI-CAC Board of Directors Commitment Outline & Position Descriptions
MPI-CAC Board of Directors Commitment Outline & Position Descriptions ACTIVITY COMMITMENT OUTLINE Thank you for your interest in serving on the chapter board of directors. In addition to the specific duties
More informationEngaging YOUTH as Volunteers: Making Room for Young People. Donna Lockhart The RETHINK Group
Engaging YOUTH as Volunteers: Making Room for Young People Donna Lockhart The RETHINK Group Reminders You can hear us, we cannot hear you! Can t hear? Try turning up your volume Call in by phone or use
More informationNurturing Staff Wellness
Our mission is to coalesce, inspire and support the Head Start field as a leader in early childhood development and education. Nurturing Staff Wellness Creating a Staff Wellness Program Developing and
More informationINTERNAL COORDINATORS GUIDE TO A GREAT CAMPAIGN
INTERNAL COORDINATORS GUIDE TO A GREAT CAMPAIGN United Way of the Brazos Valley www.uwbv.org YOU ARE MAKING AN IMPACT IN OUR COMMUNITY The United Way Community Campaign is about bringing people together
More informationAllergan plc Board of Directors Corporate Governance Guidelines
Allergan plc Board of Directors Corporate Governance Guidelines I. Roles and Responsibilities of the Board of Directors The Board of Directors (the Board ), elected by the shareholders, is the ultimate
More informationAllergan plc Board of Directors Corporate Governance Guidelines
Allergan plc Board of Directors Corporate Governance Guidelines I. Roles and Responsibilities of the Board of Directors The Board of Directors (the Board ), elected by the shareholders, is the ultimate
More informationINCYTE CORPORATION CORPORATE GOVERNANCE GUIDELINES
INCYTE CORPORATION CORPORATE GOVERNANCE GUIDELINES A. The Roles of the Board of Directors and Management 1. The Board of Directors The business of Incyte Corporation (the Company ) is conducted under the
More informationPosition Profile CUSTOMER SERVICES OFFICER. Council s Mission. Organisation Chart
www.council.govt.nz Post Holder:... Position Title: Reports to: Department: Division: Location: Grade: SP Grade 9 Position Profile CUSTOMER SERVICES OFFICER Customer Services Manager Corporate Services
More informationNational Family Mediation Chair & Trustees. Candidate Recruitment Pack
National Family Mediation Chair & Trustees Candidate Recruitment Pack March April 2017 Contents Page About National Family Mediation Chair Role Description Trustee Role Description Chair & Trustee Person
More informationWelcome Aboard! Launch Planning: 2018
Welcome Aboard! Launch Planning: 2018 Roll Out Phases Pre-Community Planning Readying the Platform Complete/ Submit Onboarding Docs Content Develop Strategic Plan 1. Set goals 2. Determine who should be
More informationSTEPS TO TRANSFORMATIVE CUSTOMER SERVICE INCORPORATING SOCIAL MEDIA INTO YOUR CUSTOMER SERVICE STRATEGY
STEPS TO TRANSFORMATIVE CUSTOMER SERVICE INCORPORATING SOCIAL MEDIA INTO YOUR CUSTOMER SERVICE STRATEGY 1 6 Steps to Transformative Customer Service Customer experience is the new marketing. Consumers
More informationCALLAWAY COUNTY UNITED WAY STRATEGIC PLAN
CALLAWAY COUNTY UNITED WAY STRATEGIC PLAN INTRODUCTION The Board of Directors of the Callaway County United Way (CCUW) has developed and approved this Strategic Plan to provide support and direction for
More informationTRUSTEE RECRUITMENT GUIDELINES FOR CANDIDATES
TRUSTEE RECRUITMENT GUIDELINES FOR CANDIDATES Trustee Recruitment 2018 11/2017 BOARD OF TRUSTEES TERMS OF REFERENCE In accordance with Bye-Law 80, the business of the Institute shall be managed by the
More informationEMPLOYEE CAMPAIGN COORDINATOR GUIDE LIVE UNITED
EMPLOYEE CAMPAIGN COORDINATOR GUIDE LIVE UNITED Congratulations on being selected as your company s Employee Campaign Coordinator (ECC). Not only are you providing a tremendous service to your company,
More informationNACCHO GOVERNANCE CODE: NATIONAL PRINCIPLES AND GUIDELINES FOR GOOD GOVERNANCE
NACCHO GOVERNANCE CODE: NATIONAL PRINCIPLES AND GUIDELINES FOR GOOD GOVERNANCE Introduction In this code: board means the governing body of the organisation objectives includes aims, purposes and objects
More informationPOLICY AND PROCEDURE. Trustee Recruitment and Induction. Solihull Life Opportunities. Policy Statement
POLICY AND PROCEDURE Trustee Recruitment and Induction Category: Human Resources Solihull Life Opportunities St Andrew s Centre Pike Drive Chelmsley Wood Birmingham B37 7US Charity No. 1102297 England
More informationGovernance. 5.1 What are management committees?
Governance Section five Management committees 5.1 What are management committees? Management committees (MC) are made up of elected volunteers (often referred to as trustees ) who are ultimately responsible
More informationMAXAR TECHNOLOGIES INC. CORPORATE GOVERNANCE GUIDELINES
MAXAR TECHNOLOGIES INC. CORPORATE GOVERNANCE GUIDELINES The Board of Directors (the Board ) of Maxar Technologies Inc. (the Company ) has adopted the following Corporate Governance Guidelines (the Guidelines
More informationCOMMUNITY SELF ASSESSMENT
COMMUNITY SELF ASSESSMENT WHAT IS IT? A community self assessment (strategic plan) is basically an inventory and analysis of existing conditions that generates a list of community improvement projects.
More informationNASW-PA Board of Directors Job Descriptions
NASW-PA Board of Directors Job Descriptions President TERM: Three years To advance the mission, vision, and strategic plan of NASW-PA, represent the Chapter externally, and ensure effective management
More informationHow To Engage Your Board In Fundraising
**The webinar will start at 2 minutes after the hour.** How To Engage Your Board In Fundraising Presenter: Lori L. Jacobwith of Ignited Fundraising Slides for today s session can be found at this link:
More informationRetaining educational fundraisers: Reducing turnover by investing in human capital management
Retaining educational fundraisers: Reducing turnover by investing in human capital management Received (in revised form): 20th May 2010 Christy Thomas is the associate director for foundation relations
More information