Leadership Transition and Succession Planning Holly C. Clubb Director, Leadership Services

Transcription

1 2016 ILT Leadership Transition and Succession Planning Holly C. Clubb Director, Leadership Services

2 Leadership Transition Build a Leadership Transition Toolkit

3 Leadership Transition Toolkit Article of Incorporation Bylaws Policies and Procedures Handbooks Strategic Plan

4 Leadership Transition Toolkit Budget/Financial Information Job Description for all officers Board of Directors Minutes List of Project with completion status

5 Leadership Transition Checklist President Review the Bylaws Review the Policies and Procedures Review Handbooks Review Job Descriptions for all Officers Review the Strategic Plan

6 Leadership Transition Checklist President Meet with the Treasure to handle necessary business and understand the organization s financial status. Ensure that other officer transitions occurs in a timely manner and smoothly. Meet with Committee Chairs to discuss duties and assignments.

7 Leadership Transition Checklist President-elect Review the Bylaws Review the Policies and Procedures Review Handbooks Review Job Descriptions for all Officers Review the Strategic Plan

8 Leadership Transition Checklist President-elect Discuss duties and assignments with the President. Schedule orientation session with officers to learn about responsibilities, etc. Be a silent member of all committees to learn their duties and assignments.

9 Leadership Transition Checklist Treasurer Review the Bylaws Review the Policies and Procedures Review Handbooks Review the Budget/Financial Information

10 Leadership Transition Checklist Board of Directors Review the Review the Bylaws Review the Policies and Procedures Review Minutes from Previous Meetings Review the Strategic Plan Review the Budget/Financial Information

11 What do you do for your leadership transition?

12 Succession Planning Filling the Leadership Pipeline

13 Why Do People Volunteer? Give back / make a difference Try new things Connect with others Personal growth

14 Why Do People Volunteer? Self-serving Build up their resume Relational Be an advocate

15 Three Categories of Volunteers 1. Those who are always ready to volunteer. 2. Those who are busy but will do specific tasks. 3. Those who would like to volunteer but don t know how to begin.

16 Three Approaches to Recruiting 1. Warm Body Recruitment 2. Targeted Recruitment 3. Concentric Circles Recruitment

17 Recruitment Tips What s in a name? Tell me more But why? Sorry, I m busy

18 Recruitment Tips Alternative opportunities Be professional Other options

19 How do you recruit new volunteers/leaders?

20 How to get what you need from your new volunteers/leaders?

21 Building Your Team Each member has something to offer (talent or skill in a given area, experience, connections) Many members are not aware they have something to offer or are not confident in their ability to contribute.

22 Building Your Team Members want to help the organization, and they want to make sure that their experience is gratifying. Members want to be successful in their efforts on behalf of the association.

23 Building Your Team Level of member involvement will vary depending on each member s experiences, obligations, desires, and objectives. Members need direction and resources to achieve the association s goals and to feel good about their contributions.

24 Building Your Team Some members may seek a position that doesn t suit their talents. They may not have the skills to accomplish the task or the time to devote to it. Leaders should broaden their ideas on what types of contributions are valuable.

25 Building Your Team Leaders should strive to build a team that includes all types of members. Recognition of team members is essential. Member contributions should never be recognized as favors to leadership.

26 What volunteers/leaders want from you?

27 Volunteers Want They want you to prepare them. They want to feel welcome. They want good training. They want to do interesting work.

28 Volunteers Want They want to know up front how much time the job will take. They want to be appreciated. They want you to communicate with them well and often. They want to know that they are making a difference.

29 What are the different roles volunteers can play in your association?

30 Questions?

31 Thank You!