WEBCAST – MARCH 20, 2015 Daniel Griffiths, SHRM-CP Scott D. Ferrin, SHRM-SCP Field Services...

WEBCAST – MARCH 20, 2015

Daniel Griffiths, SHRM-CPScott D. Ferrin, SHRM-SCPField Services Directors

SHRM VOLUNTEER LEADERS’ SUMMIT 2015NOVEMBER 19-21, 2015 | WASHINGTON, DC

How to Groom a Replacement!

2015 SHRM VOLUNTEER LEADERS’ SUMMIT 1

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“No one has enough time, but everyone has all there is.”

- Anonymous

2015 SHRM VOLUNTEER LEADERS’ SUMMIT

Agenda• Recruitment• Training• Great Examples• Accountability• T.A.N.

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2015 SHRM VOLUNTEER LEADERS’ SUMMIT

Recruitment

GOALS – GOALS – GOALS

Volunteer leaders feeling they have personally and professionally benefited as a result of their

volunteer experience

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RecruitmentYour Succession Plan

• Establish a selection panel• Identify which roles will be involved in the planning• Establish core competencies for each role

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RecruitmentSelection Panel

• Establish a selection panel• Identify members who are Ready – Willing – Competent

– Succession Questionnaire• Interview and Select candidates

– Succession Grid• Evaluate the progress of the successors selected• Evaluate the success of succession planning

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2015 SHRM VOLUNTEER LEADERS’ SUMMIT

RecruitmentDetermine the key leaders for whom

successors will be identified

• President/Director• President/Director-Elect• Secretary• Certification

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• Treasurer• Membership• Programs / Conference

Chairperson

2015 SHRM VOLUNTEER LEADERS’ SUMMIT

RecruitmentWhy Succession Planning?

• Bylaws require Term Limits• New people = New Ideas• Over time some things AGE, but some things ROT• The “Worse Case Scenario”

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2015 SHRM VOLUNTEER LEADERS’ SUMMIT

RecruitmentLeadership Defined

A leader is someone who can create commitment in others through vision, direction and influence;

and where others choose to follow in the accomplishments of important goals.

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2015 SHRM VOLUNTEER LEADERS’ SUMMIT

RecruitmentCompetency:

Appropriate Knowledge, skills, and abilities

A competency is an ability or characteristic exhibited by an individual that has been shown to

cause or predict outstanding performancein a given job

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2015 SHRM VOLUNTEER LEADERS’ SUMMIT

RecruitmentCompetency – One More Definition

Knowledge, skill, behavior, or mindset that is causally related to superior performance in a job or situation.

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2015 SHRM VOLUNTEER LEADERS’ SUMMIT

Knowledge: Information you have in a specific content area

Skill: Ability to perform a certain physical or mental task

Behavior: Things which others can observe and report about you

Mindset: Your attitude, values, motivation

RecruitmentCompetency Modeling

Two Important Principles

• Focus on highly successful people• Pay attention to what they actually do and how

they think that differentiates them from others

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2015 SHRM VOLUNTEER LEADERS’ SUMMIT

RecruitmentVolunteer Leader Competencies• Leadership• Initiative• Judgment• Planning and Organizing

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• Teamwork• Commitment• Political Savvy

2015 SHRM VOLUNTEER LEADERS’ SUMMIT

Recruitment

ACTIVITY TIME

Using the position and competency matrix, rank the competencies 1 to 7 for each position. In the last row, add the name of a candidate in your chapter.

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ACTIVITY TIME

2015 SHRM VOLUNTEER LEADERS’ SUMMIT

4 5 3 1 6 2 7 Sue

3 6 4 2 1 7 5 Dianna

2 5 4 6 1 3 7 Anthony

1C 1B 1 1 1 1A 1 Anyone

2 1 6 3 4 7 5 Michelle

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Please!

RecruitmentACTIVITY TIME

Wrap-UpLet’s share…

What are your position/competency rankings?Any “AHA” moments?

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TrainingEnsure the Success of Volunteers

Two Important Principles:

1. The volunteer must understand what work has to get done

2. They will be held to a set of expectations

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2015 SHRM VOLUNTEER LEADERS’ SUMMIT

TrainingA board has 3 primary functions

1. Create a clear statement of purpose for the organization

2. Support the achievement of that purpose

3. Be accountable for operating the organization in a legal and ethical manner

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2015 SHRM VOLUNTEER LEADERS’ SUMMIT

TrainingVolunteer Onboarding

Start with a board orientation that clearly outlines the responsibilities of each board

member and the expectations that the chapter has for the board participation.

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2015 SHRM VOLUNTEER LEADERS’ SUMMIT

TrainingVolunteer Onboarding

• Overview of the resources for volunteers, organization’s history, and relationship to SHRM

• Educate the new board on the mission and goals; and show how each person’s role relates to the accomplishment of those goals

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2015 SHRM VOLUNTEER LEADERS’ SUMMIT

TrainingVolunteer Onboarding from SHRM

• Chapter Board and State Council Orientation• Job Descriptions for most Chapter board and State

Council roles• Chapter and State Council Operation Guide

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Training

ACTIVITY TIME

Let’s hear from a Chapter and State Council.

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ACTIVITY TIME

2015 SHRM VOLUNTEER LEADERS’ SUMMIT

Great ExamplesLet me introduce

Nathan Deily

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Great ExamplesLet’s give Nathan a big

THANKS!

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2015 SHRM VOLUNTEER LEADERS’ SUMMIT

Great ExamplesLet me introduce

Shelly Williams

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2015 SHRM VOLUNTEER LEADERS’ SUMMIT

Welcome Presenter:

Shelly Williams, SHRM-SCP, SPHRCOSHRM Acting District Director West

and Treasurer

http://www.coshrm.org

Agenda• SHRM Structure - National, Regional, Local• State Council Overview• State Council Roles• Colorado SHRM Key Projects, Events, &

Services • Resources for Volunteer Leaders• Q&A

http://www.coshrm.org

Volunteer Leader Structure

http://www.coshrm.org

RegionalCouncils

StateCouncils

LocalChapters

Staff Support

Special Expertise Panels

• Ethics/Corporate Responsibility & Sustainability

• Global

• HR Disciplines

• Labor Relations

• Technology & HR Management

MembershipAdvisory Council

Members

SHRM® Board Governance Committee

SHRM Regional Structure

http://www.coshrm.org

ArizonaArkansasColoradoKansasLouisianaMissouriNew

MexicoOklahomaTexasUtah

SHRM Regional Structure

http://www.coshrm.org

Scott Ferrin, SPHRDirector, Southwest Central RegionScott.Ferrin@SHRM.org

Kim GoodwinRegional Administrator, SWC Coordinatorkimberly.goodwin@shrm.org

Colorado SHRM Mission

http://www.coshrm.org

To guide and facilitate professional and student Colorado SHRM Chapters and national SHRM members through collaborative initiatives that serve the professional and advance the profession in our state

Guiding Principles

http://www.coshrm.org

o Be collaborative o Participate (show up, volunteer, and be

prepared) o State opinions and respect differences o Follow through (timely) o Respect/advance the profession o Respect the financial stability of the

organization

State Council Membership

http://www.coshrm.org

o Must be SHRM member in good standing

o Term is generally calendar yearo May serve additional terms of 1 to 5

years, depending on positiono Elected by incumbent Council oro Appointed by State Director

2015 COSHRM Executive Committee

http://www.coshrm.org

State Director: Sylvia Francis, SPHR, SHRM SCPDirector Elect: Nora Rossman, SPHR, SHRM SCPTreasurer: Shelly Williams, SPHR, SHRM SCPSecretary: Annette Matthies, SPHRPast State Director: Debbie Little, SPHRManagement Company: Meeting Expectations –

Shawn Peterka/Rob Johnson

State Council Roles

http://www.coshrm.org

SHRM Core Leadership Areas - CLAsGovernment Affairs Workforce ReadinessDiversity & Inclusion CertificationCollege Relations SHRM FoundationMembership

District Directors- North, West, CentralChapter Presidents (& Presidents-Elect, non-voting)Operational DirectorsDirector/Chair for Special ProjectsManagement Company – Meeting Expectations

Reporting Structure

http://www.coshrm.org

Sylvia Francis, SPHRDirector

Conference Chairs

Debbie Little, SPHRPast State Director

District Directors Central, North, West

Best Companies Chair

Shelly Williams, SPHR

Treasurer

College Relations Directors

Foundation Director

Annette Matthies, SPHR

Secretary

Legislative DirectorMembership

DirectorDiversity Director

Nora RossmanDirector Elect

Certification DirectorWorkforce Readiness

Director/s

District Director Role

http://www.coshrm.org

o Serves as a council representative of a designated geographical area within a state.

o Primary role is to support Chapter leaders.

o Provides leadership and communication to further the Society’s goals and objectives between existing and future SHRM members and SHRM professional and student chapters.

District Directors

http://www.coshrm.org

District Director North – Nora RossmanBAHRA, NCHRADistrict Director West –VacantWCHRA, HCHRADistrict Director Central – Rhae Buckley, GPHRMH-SHRM, CSSHRM

Professional Chapters

http://www.coshrm.org

Boulder Area Human Resource Association – BAHRA – www.bahra.org Colorado Springs Society for Human Resource Management – CSSHRM – www.csshrm.org High Country Human Resource Association – HCHRA - www.hchra.com Mile High SHRM (Denver metro chapter) – www.milehighshrm.org Northern Colorado Human Resource Association – NCHRA – www.nchra.shrm.orgWestern Colorado Human Resource Association – WCHRA – www.wchra.org

State Council Meetings

http://www.coshrm.org

o Full & ½ day 3-4 times per yearo Funded primarily by the Councilo Conference call option for business meeting

o Other conference call meetings as neededo Committee/project meetings as neededo SHRM/COSHRM Quarterly functional

conference calls

State Council Services

http://www.coshrm.org

o Quarterly conference calls to connect Chapter leaderso Yahoo! Group –

http://finance.groups.yahoo.com/group/CO-HR/o LinkedIn Group - Colorado Human Resourceso Chapter Board support -- retreat/planning facilitation,

consultationo Student Conferenceso Bi-annual State Conference with Chapter revenue shareo Best Companies to Work for in Colorado® o When Work Workso State Leader’s Summit

State/National Leaders Summit

http://www.coshrm.org

o Complimentary for all Chapter Board Memberso Registrationo Mealso Lodging

o Complimentary for Student Chapter Presidents, President-elect, and Advisors

o April ??, 2016 – TBD, COo SHRM Volunteer Leaders Summit in Washington

DC: Nov 19, 20 & 21, 2015; COSHRM Attendees- Director Elect, Membership Director, District Directors, Certification Director

Colorado Support

http://www.coshrm.org

Board Member- Individual donation (highly encouraged)Silent Auction State Donation -- SHRM Volunteer Leader’s SummitState Silent Auction/ Other Fund Raisers -- Best Companies, State Leaders Summit, and State Conference (every other year).

Volunteer Leader Resource Center (VLRC)

http://www.coshrm.org

Provides resources and tools for chapter and state council leadershttp://www.shrm.org/volunteers/pages/default.aspx

Leadership & CLA webinars

Colorado SHRM

http://www.coshrm.org

Questions???

Great ExamplesLet’s give Shelly a big

THANKS!

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2015 SHRM VOLUNTEER LEADERS’ SUMMIT

Accountability Volunteers ARE Volunteers!

Even when you do your best to prepare for anything, life throws you some surprises…

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Promotio

n

Baby! Movin

gNew Job

Layoff

Illness

Getting Married

Divorce

Lottery

Over Committed

Family Issue

2015 SHRM VOLUNTEER LEADERS’ SUMMIT

Accountability Manage Your Volunteers

Volunteers don’t get paid, so we don’t like to confront them.

However, it is unfair to have other board members “pick up the slack.”

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2015 SHRM VOLUNTEER LEADERS’ SUMMIT

Accountability Indicators for CONCERN

• Does not attend meetings• Fails to follow through on projects• Cannot meet deadlines• Stops returning phone calls and e-mails • Negative or not involved at meetings

NOW is the time to act!

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2015 SHRM VOLUNTEER LEADERS’ SUMMIT

Accountability The Power Lunch

• Ask about how work and life are for the volunteer • If the volunteer is overwhelmed, this is an opening to

gently ask the volunteer about stepping down• Volunteer will probably be glad to have a way out; it may

be hard to admit he/she can no longer fulfill obligations

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2015 SHRM VOLUNTEER LEADERS’ SUMMIT

Accountability Second Chance Options

• Explain the organization really needs results from this board function– Tie back to the defined goals

• Suggest a co-chair to help with board duties– Be sure you choose a co-chair who understands the situation

• Ask for a definite date that he/she can deliver a presentation to the board with an update

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2015 SHRM VOLUNTEER LEADERS’ SUMMIT

Accountability Removal of Director and Officer

• Any director or officer may be removed from office, with cause, upon an affirmative vote of two-thirds of the entire Board of Directors at a duly constituted Board of Directors meeting

• SHRM recommends that all chapter and state council bylaws have this provision

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2015 SHRM VOLUNTEER LEADERS’ SUMMIT

BRING IT HOME

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ACTIONNOW!

TAKE

2015 SHRM VOLUNTEER LEADERS’ SUMMIT

Take Action Now Top 3 Things To Do!

• Communicate the plan and the people involved• Celebrate the milestones of the plan participants• Evaluate their progress on the plan

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2015 SHRM VOLUNTEER LEADERS’ SUMMIT

Your Support

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Scott D. Ferrin SHRM-SCP, PMP

Field Services Director

scott.ferrin@shrm.org (800) 283-7476 x6453

@SHRMScott

Daniel Griffiths SHRM-CP

Field Services Director

daniel.griffiths@shrm.org (800) 283-7476 x6364

@SHRMDGriffiths

2015 SHRM VOLUNTEER LEADERS’ SUMMIT

THANKS!

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2015 SHRM VOLUNTEER LEADERS’ SUMMIT