Presidents Assembly Monthly Webinar December 20, 2012

Presidents Assembly

Monthly WebinarDecember 20, 2012

December 2012 Webinar Recording

The recording of this webinar can be located at:https://www1.gotomeeting.com/register/550510784

During the Webinar – Just Ask!

Please use this question area to communicate with us throughout the webinar. Have a question…type it!!

Raise Your Hand

There will be designated times to speak your questions.

You can click on the “Raise Your Hand” button. When we are ready for your question, we will unmute you and call on you.

Presidents Assembly Leadership2012-2013

Lola KakesGreater Tucson

Chair

presidentsassembly@nawbo.org

Carolynne MatherLakeland Metro

Chair-Elect

Rachael BenderSouthwest Florida

Immediate Past Chair

2012-2013 Presidents Assembly Steering Committee Regional Representatives

Janet SouthNAWBO Indianapolis

Midwest Region

Patsy FoxworthNAWBO San Antonio

Western Region

Nancy ChorpenningNAWBO Atlanta

Southern Region

What the Presidents Assembly Does:

Presidents Assembly Steering Committee is responsible for: • Serving as “voice of the chapters” on the National Board and

facilitating communications between National and the chapters• Facilitating chapter collaboration/information sharing via

webinars • Creating a community of chapter leaders• Helping chapter leaders with strategic planning, problem

resolution, etc.

WEBINAR SCHEDULE

Mark Your Calendar NOW!Webinars will be held on the third Thursday of every month at

noon Eastern time.

Upcoming Webinars:• January 17th – Strengthening Boards – Succession Planning

• February 21st - Value of Membership

• March 21st - Plans and Goals

• April 18th - Developing Committees

• May 16th - Budgets & Financial Issues

• June 20th - Board Structures * Schedule subject to change

Suggest a webinar topic by emailing presidentsassembly@nawbo.org

PA Facebook Page

Use to share news and information; exchange best practices; ask for help; etc.All chapter leaders are welcome to join. Please do not use to market your business.

News from National

Lola KakesPASC Chair

Public Affairs Update

Joy LutesPublic Policy - NAWBO

The Latest on the Fiscal Cliff

Save the Dates…

NAWBO Public Policy Primers

Beginning in January 2013

4th Tuesday of the Month at Noon EST.

Meet a National Board Member

Crystal Arredondo, MBA, PartnerRetirement Planning SpecialistMPACT Financial Group

Dallas/Ft. Worth Chapter

Sample chapter documents from a variety of chapters to help you better manage your chapter.

A few documents you will find: Policies & Procedure Manuals Chapter Business Plan Chapter Membership Survey Strategic Alliance MOU Nominating Committee Board Questionnaire

Submit your chapter’s documents to presidentsassembly@nawbo.org

CHAPTER RESOURCE CENTER: Best Practice LibraryChapter Documents

Get Involved and Get Connected

• Are you looking to participate at the National level? If so, we need to TALK!!

• If you enjoy working as a team with other great women business owners – we need to TALK!

• If you want to engage with other Chapters throughout the USA – we need to TALK!

• If you want to share leadership techniques and to grow our organization – we need to TALK!

• What will we TALK about? How you can join the Presidents Assembly Steering Committee!

The Presidents Assembly Steering Committee is currently recruiting NAWBO members for the 2013-2015 term (two-year commitment). This is a great way to get involved in a leadership role with National NAWBO.

Expectations: • Attend the PASC meetings at the National Conference each year • Attend and participate in all PASC monthly teleconference calls• Lead quarterly regional teleconference call• Attend and participate in all PA monthly webinars (lead 1 or 2 per year)• Work on other projects as assigned• Must be a chapter past president or current president or a chapter leader to

be eligible

• If you are interested in learning more, please contact us via email presidentsassembly@nawbo.org

JOIN THE PRESIDENTS ASSEMBLY STEERING COMMITTEE

Leadership Boot Camps – Save the Dates!

• You speak and we listen – the Leadership development programs have been highly successful so we are continuing to bring them to you:– February 25th – Dallas/Ft. Worth, Texas– May 7th – Orange County, California– September 23rd – Conference/Leadership, Miami,

Florida

Public Policy Days – We’re Back!!

• NAWBO Public Policy Days will be starting again this year.

• Stay tuned for more details and get ready to have your voice heard!

Driving Membership WithPurpose

Patsy FoxworthPresidents Assembly Steering CommitteeWestern Region Representative &NAWBO - San Antonio Chapter President

DRIVING MEMBERSHIP WITH PURPOSE

• Who is the target?• Where do we find them?• How do we keep them?

Who is the Target?

• Diversity:– Ethnicity : How is your local community

represented within your chapter? – Business size: Emerging business should be

balanced with seasoned larger business owners– Industry: Think broad– Veteran Owned Business– Influence: Be bold

Where Do We Find Them?

• Current Members. Ask. • Local Business Journal• Industry Publications• Corporate Partners• Business Begets Business

How Do We Keep Them?

• Written Plan– Welcome– Information– Opportunities

• Education• Business Development• Involvement/Engagement

– Connect

Written Plan

• Set a standard written plan for new member orientation

• Assign a Committee Chair (Must be BOD)• Committee Chair should FACILITATE new

member orientation (Quarterly dates pre-set)• Hosting Opportunities• Other BOD should attend (not necessary for

all) for impact and support.

Welcome

• Welcoming each guest and all attendees should be accompanied by

• Brief written pre-planned form listing:– Each RSVP attendee, their business, how they

became a part of NAWBO, Position if BOD, etc. It should be limited to less than 3 minutes.

– Facilitator should begin as an example

Information

• Website• Meetings• Events• Education• Members

Opportunities

• Education• Business Development

• Involvement Engagement

Membership Best PracticesFrom Deborah Snyder – LA Chapter

MEMBERSHIP RECRUITMENT:• Discovery Questions:

– What type of business owners are you trying to attract to your chapter?

– Who in your chapter has been helpful in referring members?

– Have you reached out to them? How often?– What type of benefits are important for members

to have in order to join NAWBO?

FOCUS ON FOLLOW-UP

• Establish your target market for membership• Summarize member benefits and continue to

work with other companies/strategic partners to expand the benefits for your chapter

• Develop relationships with other women-focused organizations in your community and develop joint memberships

Focus …

• Consider a Fall Membership Promotion in addition to the Spring Membership Drive

• Incentivize members to refer potential members to the organization

• Create an Executive Membership category• Build a strong membership committee

MEMBERSHIP RETENTION / ENGAGEMENT

• Discovery Questions:– What process do you have in place for reaching

out to lapsed members?– Do you know why people do not renew their

membership? (Find out!)– What opportunities do you provide your members

to be promoted within your chapter?

FOCUS ON FOLLOW-UP

• Establish a New Member Orientation once a quarter

• Connects! event — great feeder for potential members

• Promote members’ expertise by having them present at Connects! events

• Create a phone tree within your organization to help promote events

Focus …

• Survey your members after each event to get feedback on the event

• Once a year survey your members on the type of educational programs they are interested in and use this as your road map for event planning for that year

• Use the Need/Wants exercise at each of your events so members can get to know each other and figure out ways to help each other

Needs & Wants Exercise

1) Break up into groups of six people.2) Give each person two minutes to introduce herself/himself and present the various needs and wants she/he has.• Keep in mind: We all WANT and NEED more

business so you may want to encourage people to be creative when they are making

• their request.

Exercise …

3) Let your attendees know that If they can help with that person’s need or want then they should give that person their business card. It will be up to the person presenting to follow-up!4) This is an exercise in listening, following-up and most importantly getting some of your NEEDS/WANTS met, too!• Have fun!

Questions?

Thank you for participating in

NAWBO Presidents Assembly Webinar!

• We look forward to talking to you next month. The webinar will be on January 17, 2013 at noon Eastern on Strengthening Boards – Succession Planning.

• To share this information with your chapter’s leadership, visit NAWBO Presidents Assembly Community for the slides or the Facebook Presidents Assembly Page for the link to the recording.

CONTACT NAWBO

Member Services:  memberservices@nawbo.org

Chapter Services:  chapterservices@nawbo.org

Presidents Assembly:  presidentsassembly@nawbo.org

News/Article Submissions: publications@nawbo.org

Website/Technical Support:  techsupport@nawbo.org

Your Feedback is Welcome!

Please send feedback to presidentsassembly@nawbo.org