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Chapter Elections: Keys to a Successful Leadership Transition Marla J. De Jong, PhD, RN, CCNS, CCRN, Major

Chapter Elections: Keys to a Successful Leadership Transition Marla J. De Jong, PhD, RN, CCNS, CCRN, Major

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Page 1: Chapter Elections: Keys to a Successful Leadership Transition Marla J. De Jong, PhD, RN, CCNS, CCRN, Major

Chapter Elections: Keys to a Successful Leadership Transition

Marla J. De Jong, PhD, RN, CCNS, CCRN, Major

Page 2: Chapter Elections: Keys to a Successful Leadership Transition Marla J. De Jong, PhD, RN, CCNS, CCRN, Major

Objectives

Identify chapter board member responsibilities for a successful chapter leadership transition

Explain the process of electing new chapter leaders

Describe the chapter benefits of a successful chapter leadership transition

Page 3: Chapter Elections: Keys to a Successful Leadership Transition Marla J. De Jong, PhD, RN, CCNS, CCRN, Major

Chapter Board Responsibilities for a Successful Leadership Transition

Page 4: Chapter Elections: Keys to a Successful Leadership Transition Marla J. De Jong, PhD, RN, CCNS, CCRN, Major

Plan Chapter’s Future

Plan ahead

Consider timing of board transition

Continuously identify and mentor future leaders

Review strategic plan

Avoid temptation to only seek one nominee per board position

Page 5: Chapter Elections: Keys to a Successful Leadership Transition Marla J. De Jong, PhD, RN, CCNS, CCRN, Major

Communicate Chapter Leadership Opportunities

Specific information about leadership opportunities

Available board or leadership positions

Prerequisites

Responsibilities/job description

Time commitment

How to volunteer

Timeline

Page 6: Chapter Elections: Keys to a Successful Leadership Transition Marla J. De Jong, PhD, RN, CCNS, CCRN, Major

Communicate Chapter Leadership Opportunities (cont.)

MethodsChapter meetings

E-mail

Chapter web site

Chapter newsletter

Hospital liaisons

Word-of-mouth

Page 7: Chapter Elections: Keys to a Successful Leadership Transition Marla J. De Jong, PhD, RN, CCNS, CCRN, Major

Identify and Mentor Emerging Chapter Leaders

Members who often attend meetings

Members involved in chapter activities

Ask members about interest in leadership

Invite emerging leaders to attend a board meeting

Page 8: Chapter Elections: Keys to a Successful Leadership Transition Marla J. De Jong, PhD, RN, CCNS, CCRN, Major

Maintain Chapter Records

MinutesFinancial reportsMembership reportsNeeds assessmentsChapter activity reportBylawsStrategic plansArchived records/photosAwards/grants presented to members

Page 9: Chapter Elections: Keys to a Successful Leadership Transition Marla J. De Jong, PhD, RN, CCNS, CCRN, Major

Manage Leadership Transition

Plan activities to facilitate transition

Mentor new leaders

Be available for questions

Page 10: Chapter Elections: Keys to a Successful Leadership Transition Marla J. De Jong, PhD, RN, CCNS, CCRN, Major

Follow AACN/Chapter By-Laws

Nominations

Timing of elections

“Campaigning”

Quorum

Special elections

Page 11: Chapter Elections: Keys to a Successful Leadership Transition Marla J. De Jong, PhD, RN, CCNS, CCRN, Major

Process of Electing New Chapter Leaders

Page 12: Chapter Elections: Keys to a Successful Leadership Transition Marla J. De Jong, PhD, RN, CCNS, CCRN, Major

Suggested Timeline for Election Procedures

Accept nominations – 2-3 mo before electionContact nominees - 2 mo Notify membership of nominees – 1-2 moPublicize election procedures – 30 daysCount votes – election dayNotify all nominees of results – same dayNotify membership of results – ASAPDecide time and format for transition meeting – 1-2 wks

Page 13: Chapter Elections: Keys to a Successful Leadership Transition Marla J. De Jong, PhD, RN, CCNS, CCRN, Major

Accept Nominations

Sources of nominationsNominating committee

Board members nominate

Active members entitled to vote

Verify all nominees are members of national AACN and chapter

Verify all nominees meet candidacy requirements

Page 14: Chapter Elections: Keys to a Successful Leadership Transition Marla J. De Jong, PhD, RN, CCNS, CCRN, Major

Contact Nominees

Notify nominees of nomination

Inform nominee of responsibilities associated with position

Answer nominee’s questions

Request short biography

Inform nominee of timeline

Continue to mentor nominees

Page 15: Chapter Elections: Keys to a Successful Leadership Transition Marla J. De Jong, PhD, RN, CCNS, CCRN, Major

Notify Membership of Nominees

MethodChapter meeting

E-mail

Chapter newsletter

Mailing

Web site

Page 16: Chapter Elections: Keys to a Successful Leadership Transition Marla J. De Jong, PhD, RN, CCNS, CCRN, Major

Prepare “Ballot”

FormatPaper

Secure web site

Absentee ballots options

Include each nominee’s biography

Specify order of names on ballotAlphabetical

Random

Page 17: Chapter Elections: Keys to a Successful Leadership Transition Marla J. De Jong, PhD, RN, CCNS, CCRN, Major

Publicize Election Procedures

Date(s)

MethodChapter meeting

Secure web site

Mail

Quorum

Page 18: Chapter Elections: Keys to a Successful Leadership Transition Marla J. De Jong, PhD, RN, CCNS, CCRN, Major

Count Votes

Ensure quorum metVerify that only chapter members voteEnsure one vote per memberKeep members’ votes confidentialInclude all votes received from all approved sources (mail, web, etc.)Three designated members count Tie vote procedures

Page 19: Chapter Elections: Keys to a Successful Leadership Transition Marla J. De Jong, PhD, RN, CCNS, CCRN, Major

Notify Nominees of Results

Inform all nominees of results

Be sensitive to nominees who were not elected

Encourage them to participate in other ways

Listen with empathy

When possible, give feedback

Page 20: Chapter Elections: Keys to a Successful Leadership Transition Marla J. De Jong, PhD, RN, CCNS, CCRN, Major

Notify Membership of Results

MethodChapter meeting

Web site

Chapter newsletter

E-mail

No need to publicize vote counts

Page 21: Chapter Elections: Keys to a Successful Leadership Transition Marla J. De Jong, PhD, RN, CCNS, CCRN, Major

Maintain Records

Record chapter election and transition processes

Keep ballots 30 days

AACN National Office keeps transition records from each chapter for 3 years

Page 22: Chapter Elections: Keys to a Successful Leadership Transition Marla J. De Jong, PhD, RN, CCNS, CCRN, Major

AACN Chapter Secretary

AA

CN

Cha

pter

Local Chapter AACN

Page 23: Chapter Elections: Keys to a Successful Leadership Transition Marla J. De Jong, PhD, RN, CCNS, CCRN, Major

AACN Chapter Treasurer

Page 24: Chapter Elections: Keys to a Successful Leadership Transition Marla J. De Jong, PhD, RN, CCNS, CCRN, Major

AACN Chapter Education Chairperson

Chapter President

Page 25: Chapter Elections: Keys to a Successful Leadership Transition Marla J. De Jong, PhD, RN, CCNS, CCRN, Major

Transition Leadership Role to Newly Elected Leaders

Page 26: Chapter Elections: Keys to a Successful Leadership Transition Marla J. De Jong, PhD, RN, CCNS, CCRN, Major

Mentor New Leaders

Share leadership resources

Share personal tips/strategies

Provide contact information in case of future questions

Share history of chapter

Transfer chapter records

Remain professionally connected with new chapter leaders

Page 27: Chapter Elections: Keys to a Successful Leadership Transition Marla J. De Jong, PhD, RN, CCNS, CCRN, Major

Format

Meeting

Dinner

Retreat

Group activities

One-on-one time with previous board member

Page 28: Chapter Elections: Keys to a Successful Leadership Transition Marla J. De Jong, PhD, RN, CCNS, CCRN, Major

Critical Activities During Transition

Get oriented

Learn history of chapter

Build productive working relationships

Assemble strong leadership team

Build an anchoring framework

Formulate/implement strategic plan

Build chapter loyalty and commitment

Souba, 2000

Page 29: Chapter Elections: Keys to a Successful Leadership Transition Marla J. De Jong, PhD, RN, CCNS, CCRN, Major

Chapter Benefits of a Successful Chapter Leadership Transition

Page 30: Chapter Elections: Keys to a Successful Leadership Transition Marla J. De Jong, PhD, RN, CCNS, CCRN, Major

Chapter Benefits

Members ready for leadership role

Organizational knowledge transferred

Leadership confusion minimized

Chapter leaders’ morale high

Members’ expectations fulfilled

Leaders build momentum for future

Page 31: Chapter Elections: Keys to a Successful Leadership Transition Marla J. De Jong, PhD, RN, CCNS, CCRN, Major

Chapter Benefits (cont.)

Members confident about leadership

New leaders absorb expertise of outgoing leaders

Outgoing leaders attain closure

Chapter operations continue in seamless manner