Strategic Conversations

Presidents-elect

June 24, 2014

Welcome

Job Description

1) Become acquainted with all the duties of the President and other officers2) Responsible for Strategic Planning Process3) Act as liaison with the committees, Board of Directors and AFP

International Headquarters, as requested by the President4) Perform duties as assigned by the President5) Attend chapter leadership training workshops such as the Chapter Board

Workshop immediately following the AFP International Conference and/or the Chapter Management 101 session held each fall at the Leadership Academy

President-elect Role1) CFRE2) Chapter Officer training3) Talk to your boss4) Be there, be everywhere5) The rule of 3 (President-elect, President, and

Immediate Past President)

IHQ Training Opportunities

1) Orientation Calls

2) Chapter Board Workshop

3) Chapter Management 101

4) Chapter Resource Guide

Like Size Chapters

1) LinkedIn Groups

2) International Conference

3) Leadership Academy

Chapter Discussion Topics1) What structure or process do you have in place to

make sure action happens on your strategic plan?

2) Who has successfully incorporated diversity and inclusion in your chapter’s work and how?

3) When you have a small group of leadership volunteers and struggling to recruit additional committee members, how do you plan for succession of board and officers?

IHQ Discussion Questions• Have you thought about your committee

structure in succession planning?

• As President-elect, do you have any specific board responsibilities? How is the role structured in your chapter?

• How well do you understand the financial strength of the chapter? What can you do to learn more about the chapters finances?

Open Discussion

Future Strategic Conversation Topics

1) Education Chair – July 222) Communications Chair – August3) Diversity Chair – September 184) Next Generation – October 2nd

Thank you for your time and involvement!