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Principles of Unit Leadership “Select Track” Scott Carlson, P.E. Section Chair, Puget Sound Section [email protected]

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Page 1: No Slide Titlefiles.asme.org/Events/LTC13/34328.pdf · carlsons3@asme.org . 2 Principles of Unit Leadership Scott Adams, United Media . 3

Principles of Unit Leadership “Select Track”

Scott Carlson, P.E.

Section Chair, Puget Sound Section

[email protected]

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Principles of Unit Leadership

Scott Adams, United Media

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• Session Objectives

– Provide a framework for unit leaders to help make the most of the LTC experience

– Whet Your Appetites

– Challenge You as a Leader

– Give You Minimum Objectives

“Advanced Skills for Leadership Challenges....And Inspiring Others to Make a Difference”

Principles of Unit Leadership

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Principles of Unit Leadership

• Session Outline

– Leadership, ASME and Your Roles

– Recruiting Volunteers

– Effective Meetings

– Succession Planning

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Principles of Unit Leadership

PLAN

ASSIGN

EXECUTE

REVIEW

Leadership Cycle

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Principles of Unit Leadership

• Function/History of the Society

– In the Beginning or Adam Smith

Revisited

– And Now

Worldwide, over 125,000 members

Membership Driven

Seeking to maximize quality of life for

members and society

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Principles of Unit Leadership

• One Size Does not Fit All

– Unit Function

– Geography - Membership

– Industries

– Student Sections

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Principles of Unit Leadership

• Your Role - Lead the Unit Membership

– Drive the Agenda

• Understand Your Roles and

Responsibilities

• Understand Your Assets

• Understand Your Deadlines

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Principles of Unit Leadership

• Your Responsibilities

– Lead (Who, What, Where, When, and Why)

– The Unit Operating Roles – Four Primary

Jobs/Functions

• Supreme Leader, Grand Poobah, The Big Cheese

• Money Bags

• Recorder

• Worker Bees

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Principles of Unit Leadership

• Your Assets

– ASME Leaders

– ASME Staff

– ASME Body of Knowledge

– Industry

– Universities

– Internet

– Unit Volunteers

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Principles of Unit Leadership

Scott Adams, United Media

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Principles of Unit Leadership

Volunteers - Your Greatest Resource and Challenge

• The Bad News - You’ve Got Competition – Work - Facebook Status Update

– Family - Downloads from i-Tunes

– Hobbies - Ebay Auction Updates

– 475 Channels on TV - Scrapbooking

– Other Societies - Trip planning

– Alumni Associations - Craigslist surfing

– Organized Religious Activities

• The Good News – Others Have Volunteered

• Group Exercise – What Volunteers Need

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Principles of Unit Leadership

• What Volunteers Need: A White Paper by the Volunteer and Retention Task Force

1. Specific Manageable Task

2. Task Matches Interests

3. Good Reason

4. Written Instructions

5. Reasonable Deadlines

6. Freedom -When and Where

7. Everything Necessary Up

Front

8. Adequate Training

9. Safe Comfortable

Working Environment

10. Follow-Up by Leaders

11. Post Task Feedback

12. Appreciation

13. Useful Skill

Development

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Principles of Unit Leadership

• How Do You Get Volunteers

– The Simple Answer – Ask for Them

– Variety of Approaches

• Broadcast

• The Personal Touch

– Know the “Volunteer”

– Be Someone they will Volunteer FOR

– Time the Approach

– Articulate Pitch “What’s in it for me?”

– Get Them a Mentor/Coach

– Individual Mental Exercise

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Principles of Unit Leadership

Group Exercise - Meetings

Scott Adams, United Media

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Principles of Unit Leadership

Group Exercise – Meetings

What can you do to ensure your

next meeting is successful?

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Principles of Unit Leadership

Successful Meetings Have:

Leadership

– Preparation

– Understand the Purpose

– Stay Focused

– Be Efficient

– Assignments

– Start Early – Key Focus

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Principles of Unit Leadership

• Dealing with Derailments

– Work to Prevent in the first Place

– Keep it Professional

– Agendas are Your Friend

– Take it Off Line

– Table the Discussion

– Use Physical Presence

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Principles of Unit Leadership

Scott Adams, United Media

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Principles of Unit Leadership

• Succession Planning

– Who, What, Where, When, and Why?

• Sharp Volunteers

• Train Them to Take Over

• Unit Functions and Prep Work

• Start Yesterday

• For the Good of the Society

– Individual Mental Exercise

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Principles of Unit Leadership

• Resources – Volunteer White Paper

http://files.asme.org/Volunteer/Unit/12493.pdf

– Member Recruitment http://volunteer.asme.org/Unit/Member_Recruitment_Retainment.cfm

– Unit Leadership Resources http://volunteer.asme.org/unit/Leadership_Resources.cfm also try http://volunteer.asme.org/unit/

– Volt Academy http://volunteer.asme.org/VOLT/

– Conference Materials – Web Site and Flash Drive

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Principles of Unit Leadership

• Acknowledgements

– Scot MacEwan

– Marian Heller/Burt Dicht

– Ken Gentili and Paul Biba

– ASME Body of Knowledge

– Scott Adams/United Media Reprints

– Mary-Grace Hickman/Denny Delafield

– Bechtel National Incorporated

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Principles of Unit Leadership

• Closing – “Advanced Skills for

Leadership Challenges...And Inspiring

Others to Make a Difference”

– ASME – A Member Driven, Worldwide

Organization

– Understand and Recruit Volunteers

– Run Great Meetings

– Start Yesterday on Succession

– Assignments

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Principles of Unit Leadership

“Select Track”

For questions or comments Scott Carlson

(360) 970-3171 [email protected]

Presentation available at events.asme.org/ltc13

/Session_Presentations.cfm