California Society of Association Executives: Talking Up Elevating Board Performance

Talking UP:Elevating Conversations to Unleash

Board Performance

Holly Duckworth, CAE, CMP Leadership Solutions International

@hduckworth#CalSAE

Our Presenter today: Holly Duckworth, CAE, CMP

2006 – 2007 MPI Chapter President 2007-2010 MPI Chapter Business

Manager 2010 Leadership Solutions

International National Speakers Association 2012 Finalist in NSA Speaking

Competition American Society of Association

Executives Certified Association Executive Author CRP Handbook ASAE Faculty

Collective Expertise

How can I support you….

Learning & Collaboration Zone:

Twitter @hduckworthwww.Facebook/leadershipsolutionsinternational

www.leadershipsolutionsintl.com

Use this as a place to learn and grow.Have Fun!

Inspire the right people and skills in volunteer leader roles WHO

Build a business plan that directly ties to the key business drivers in your organization

WHAT Structure your follow up meeting agendas in such a way

the intention is strategic HOW

Prepare your volunteer leaders in advance for the caliber of conversation your organization needs

NOW

Intentions for our time together:

www.leadershipsolutionsintl.com/talking-up

Handouts

Breathe

100%

@hduckworth

“I believe the right leader lands in the right seat at the right time.

Now is your time. Find your seat, use your gifts and lead NOW.”

Holly Duckworth, CAE, CMP

www.leadershipsolutionsintl.com

Sample Skills Matrix

First Who

Who is in your boardroom?

Why are they there?

Commitment Organized Goal oriented Global thinking Financial

Understanding Leadership Public Speaking

What skills do you need on your board next year?

• Influence• Loyalty to

Organization• Industry

Experience• Governance

Vision is the over-riding principlethat guides the organization. It defines what you want the

organization to be. The vision is often the dream of the founder or leader.

Vision

What you visualize, you will actualize

What do you see today?

@hdu

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What if your Vision were 6 words?

Vision of NWCUA

Consumers know the credit union difference

and join.

Dedicated and Educated to Deliver Creative Excellence and

Professionalism in Special Events.

Vision

Mission

A mission statement is a statement of the purpose of a company or organization, its reason for existing.

The mission statement should guide the actions of the organization, spell out its overall goal, provide a path, and guide decision-making. It provides "the framework or context within which the company's strategies are formulated."

HERC Mission:

The mission of the National HERC is to facilitate national strategic initiatives that help the regional HERC’s accomplish their goals and to promote HERC wide visibility.

The mission of the regional HERC’s is to advance the efforts of member institutions to recruit and retain outstanding and diverse faculty and staff to assist dual-career couples.

Business Plan: Before

Business Plan: After

Did you bring your agenda with you today?

Agenda Before

Business Agenda: After

Board Agendas

To Do: Send in advance Focused Short Simple Timed Goal Oriented Start on Time/End on

Time

NOT To Do: Handout on site Long Rambling Unclear

Board Motions

To Do:

Prep your board members in advance how to do it.

Work with them on the wording

Have them write it down

I move that ABC Organization allocate $5,000 to provide additional training for the board on how to be a better board member by June 15, 2014. This will allow us to be come more strategic and efficient with organization resources.

Sample Motion

I move we spend some money to get us up to speed with board training.

The connection before the meeting

An effective board of directors: ___EDUCATES____, ___________ and___________________ and _________ how to achieve the organizations

goals.

An effective board of directors: ___EDUCATES____, ___CONNECTS____

and___________________ and _________ how to

achieve the organizations goals.

An effective board of directors: EDUCATES, CONNECTS

______INSPIRES________ and _________ how to achieve the

organizations goals.

An effective board of directors: EDUCATES, CONNECTS

INSPIRES and ___DECIDES____ how to achieve the organizations goals.

Board members need to know they are part of something bigger

9 Tips on Strategic Board Conversations

Ask the right pe0ple Put them in the right seats – clear job descriptions Show them the way with documentation – bylaws,

policies, business plans, agendas Documented vision they believe in Keep pulling them back to 30,000 feet Measurable goals (data) Share with your members/partners Show them how the logistical will get done if they are

strategic Celebrate Success

Your board should start working themselves out of a volunteer job the day you accept it

Build bench strength with committees, co-chairs, and ad hoc volunteers

Succession Planning

One Thing:

Thank You!

My gift to you:

Questions….

Thank You!

Inspire the right people and skills in volunteer leader roles WHO

Build a business plan that directly ties to the key business drivers in your organization

WHAT Structure your follow up meeting agendas in such a way

the intention is strategic HOW

Prepare your volunteer leaders in advance for the caliber of conversation your organization needs

NOW

Intentions for our time together:

Leadership is the art of getting things done thru

inspiring other people.” Holly Duckworth, CAE, CMP

www.leadershipsolutionsintl.com

Additional Resources

CTRL+ALT+Delete:How to Reboot

your Association for Success

Releasing control in your association, Looking at alternate strategies & Deleting all that no longer serves your vision to become more efficient and

effectiveBy: Holly Duckworth, CAE, CMP

Association Thought Leader & Futurist

Available Early 2013

Thank you

Holly Duckworth, CAE, CMP Leadership Solutions International

@hduckworth