Principles of Unit Leadership Scott Carlson. 2 Principles of Unit Leadership Scott Adams, United Media

Principles of Unit Leadership Principles of Unit Leadership Scott CarlsonScott Carlson

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Principles of Unit LeadershipPrinciples of Unit Leadership

Scott Adams, United Media

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• Session ObjectivesSession Objectives– ““Advanced Skills for Advanced Skills for

Leadership Challenges....And Leadership Challenges....And Inspiring Others to Make a Inspiring Others to Make a Difference”Difference”

– Provide a Baseline for this Provide a Baseline for this ConferenceConference

– Whet Your AppetitesWhet Your Appetites– Challenge You as a LeaderChallenge You as a Leader– Give You Minimum ObjectivesGive You Minimum Objectives


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• Session OutlineSession Outline– Leadership, ASME and Your Roles Leadership, ASME and Your Roles – Recruiting VolunteersRecruiting Volunteers– Effective MeetingsEffective Meetings– Succession PlanningSuccession Planning

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PLANPLAN

ASSIGNASSIGN

EXECUTEEXECUTE

REVIEWREVIEW

Leadership Cycle

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• Function/History of the SocietyFunction/History of the Society– In the Beginning or Adam Smith In the Beginning or Adam Smith

RevisitedRevisited– And NowAnd Now

Worldwide, over 125,000 membersWorldwide, over 125,000 members

Membership Driven Membership Driven

Seeking to maximize quality of life for Seeking to maximize quality of life for members and societymembers and society

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• One Size Does not Fit AllOne Size Does not Fit All– Unit FunctionUnit Function– Geography - MembershipGeography - Membership– IndustriesIndustries– Student SectionsStudent Sections

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• Your Role - Lead the Unit MembershipYour Role - Lead the Unit Membership– Drive the AgendaDrive the Agenda

• Understand Your Roles and Understand Your Roles and ResponsibilitiesResponsibilities

• Understand Your AssetsUnderstand Your Assets

• Understand Your DeadlinesUnderstand Your Deadlines

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• Your ResponsibilitiesYour Responsibilities– Lead (Who, What, Where, When, and Why)Lead (Who, What, Where, When, and Why)

– The Unit Operating Roles – Four Primary The Unit Operating Roles – Four Primary Jobs/FunctionsJobs/Functions

• Supreme Leader, Grand Poobah, The Big CheeseSupreme Leader, Grand Poobah, The Big Cheese

• Money BagsMoney Bags

• RecorderRecorder

• Worker BeesWorker Bees

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• Your AssetsYour Assets– ASME LeadersASME Leaders– ASME StaffASME Staff– ASME Body of Knowledge ASME Body of Knowledge – IndustryIndustry– UniversitiesUniversities– InternetInternet– Unit VolunteersUnit Volunteers

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Principles of Unit LeadershipPrinciples of Unit LeadershipVolunteers - Your Greatest Resource and Volunteers - Your Greatest Resource and

ChallengeChallenge• The Bad News - You’ve Got CompetitionThe Bad News - You’ve Got Competition

– WorkWork– FamilyFamily– HobbiesHobbies– 475 Channels on TV475 Channels on TV– Other SocietiesOther Societies– Alumni AssociationsAlumni Associations– Organized Religious ActivitiesOrganized Religious Activities

• The Good News – Others Have VolunteeredThe Good News – Others Have Volunteered

• Group Exercise – What Volunteers NeedGroup Exercise – What Volunteers Need

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Principles of Unit LeadershipPrinciples of Unit Leadership• What Volunteers Need: A White Paper by What Volunteers Need: A White Paper by

the Volunteer and Retention Task Forcethe Volunteer and Retention Task Force

1.1. Specific Manageable TaskSpecific Manageable Task2. Task Matches Interests2. Task Matches Interests3. Good Reason3. Good Reason4. Written Instructions4. Written Instructions5. Reasonable Deadlines5. Reasonable Deadlines6. Freedom -When and Where6. Freedom -When and Where7. Everything Necessary Up 7. Everything Necessary Up FrontFront

8.8. Adequate TrainingAdequate Training9.9. Safe Comfortable Safe Comfortable

Working EnvironmentWorking Environment10.10. Follow-Up by LeadersFollow-Up by Leaders11.11. Post Task FeedbackPost Task Feedback12.12. AppreciationAppreciation13.13. Useful Skill Useful Skill

DevelopmentDevelopment

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• How Do You Get VolunteersHow Do You Get Volunteers– The Simple Answer – Ask for ThemThe Simple Answer – Ask for Them– Variety of ApproachesVariety of Approaches

• BroadcastBroadcast• The Personal TouchThe Personal Touch

– Know the “Volunteer”Know the “Volunteer”– Be Someone they will Volunteer Be Someone they will Volunteer FORFOR– Time the ApproachTime the Approach– Articulate Pitch “What’s in it for me?”Articulate Pitch “What’s in it for me?”– Get Them a Mentor/CoachGet Them a Mentor/Coach

– Individual Mental ExerciseIndividual Mental Exercise

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Group Exercise - MeetingsGroup Exercise - Meetings


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Successful MeetingsSuccessful Meetings Have: Have: LeadershipLeadership

– PreparationPreparation– Understand the PurposeUnderstand the Purpose– Stay FocusedStay Focused– Be EfficientBe Efficient– AssignmentsAssignments– Start Early – Key FocusStart Early – Key Focus

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• Dealing with DerailmentsDealing with Derailments– Work to Prevent in the first PlaceWork to Prevent in the first Place– Keep it Professional Keep it Professional – Agendas are Your FriendAgendas are Your Friend– Take it Off Line Take it Off Line – Table the DiscussionTable the Discussion– Use Physical PresenceUse Physical Presence

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• Succession PlanningSuccession Planning– Who, What, Where, When, and Who, What, Where, When, and

Why?Why?• Sharp Volunteers Sharp Volunteers • Train Them to Take OverTrain Them to Take Over• Unit Functions and Prep WorkUnit Functions and Prep Work• Start YesterdayStart Yesterday• For the Good of the SocietyFor the Good of the Society

– Individual Mental ExerciseIndividual Mental Exercise

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• ResourcesResources– Volunteer White Paper Volunteer White Paper

http://files.asme.org/Volunteer/Unit/12493.pdf– Member RecruitmentMember Recruitment

http://volunteer.asme.org/Unit/Member_Recruithttp://volunteer.asme.org/Unit/Member_Recruitment_Retainment.cfmment_Retainment.cfm

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

– Volt AcademyVolt Academy http://volunteer.asme.org/VOLT/http://volunteer.asme.org/VOLT/– Conference Materials – Web Site and Flash Conference Materials – Web Site and Flash

DriveDrive

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

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• AcknowledgementsAcknowledgements– Scot MacEwanScot MacEwan– Marian Heller/Burt DichtMarian Heller/Burt Dicht– Ken Gentili and Paul BibaKen Gentili and Paul Biba– ASME Body of KnowledgeASME Body of Knowledge– Scott Adams/United Media ReprintsScott Adams/United Media Reprints– Mary-Grace Hickman/Denny DelafieldMary-Grace Hickman/Denny Delafield– Bechtel National IncorporatedBechtel National Incorporated

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• Closing – “Advanced Skills for Closing – “Advanced Skills for Leadership Challenges...And Inspiring Leadership Challenges...And Inspiring Others to Make a Difference”Others to Make a Difference”– ASME – A Member Driven, Worldwide ASME – A Member Driven, Worldwide

OrganizationOrganization

– Understand and Recruit VolunteersUnderstand and Recruit Volunteers

– Run Great MeetingsRun Great Meetings

– Start Yesterday on SuccessionStart Yesterday on Succession

– AssignmentsAssignments

Documents

Principles of Unit Leadership Scott Carlson. 2 Principles of Unit Leadership Scott Adams, United Media