Operations Training
Operations Training
Lesson 1
Developed by D/Lt E J ‘Betty’ Dysart, JN
Lesson 1Lesson 1IntroductionIntroduction
1
Operations Training
Organizational
Develop new members by encouraging involvement in USPS activities
Identify potential leaders
Personal
Acquaint new members of USPS to:• Advantages of membership • Opportunities for self through civic service,
self-education & fellowship
Update seasoned members to all the changes
Purpose of OT ProgramLesson 1Lesson 1
2 >>
IntroductionIntroduction
Operations Training
Time Commitment & Expectations
• The entire Program takes about 8 hours Approx. 4 hours per session On 2 Saturdays Each session will include multiple breaks
• Classes will begin & end on time
• No final exam
Lesson 1Lesson 1
3 >>
IntroductionIntroduction
Operations TrainingHANDOUT # 1 CD of Manuals, Descriptions, Bylaws
Time Commitment & Expectations
• Reading assignments for homework
• Materials available - on-line & downloadable OTP Manual Operations Manual Job Descriptions Bylaws
Lesson 1Lesson 1
4 >>
Also on CD
IntroductionIntroduction
Operations Training
Class Schedule
• Lesson 1 Introduction to USPS,
the Courses & Seminars Squadron, District, &
National Organization
• Lesson 2 Education &Training Staffing Committees Leadership Scheduling
• Lesson 3 Finding Solutions Communications Conducting a Meeting Case studies
• Lesson 4 USPS Protocols Using the tools
Lesson 1Lesson 1
5 >>
IntroductionIntroduction
Todays Topics Next Session
Operations Training 6
About Operations Training
• Structure of organization How it operates The objects
• Relationship among levels Squadron, district & national
• Available educational course materials
• Leadership development Committee management Problem solving Teambuilding
>>
Lesson 1Lesson 1IntroductionIntroduction
Operations Training
Highlights of USPS History
Four U.S. presidents commended USPS, for service to the nation & the American people.
•1913: A “Power Squadron” organized within Boston Yacht Club in January 1913
•1914: United States Power Squadrons founded February 1914
•1945: USPS headquarters established - New Jersey District organization developed
•1982: Women admitted as members for first time
Lesson 1Lesson 1
7 >>
IntroductionIntroduction
Operations Training
What’s the storybehind Your Squadron’sburgee ?
When was Your squadron founded?
?______________?
?_____________?
Diablo 1958
District 25
What about Your Squadron’s History?
In what district has it been assigned?
Lesson 1Lesson 1
8 >>
IntroductionIntroduction
Operations Training
Lesson 1 - Agenda
• Module I Introduction to USPS, it’s
Educational Courses & Seminars Squadrons of USPS Districts of USPS USPS National Organization
Lesson 1Lesson 1
9 >>
IntroductionIntroduction
Operations Training
USPS Mission Statement
Facing outward - - -
while providing fellowship for USPS while providing fellowship for USPS membersmembers
Facing inward - - -
To promote recreational boating skills and To promote recreational boating skills and boating safety through education, hands-on boating safety through education, hands-on training and civic activitiestraining and civic activities
IntroductionIntroduction
10 >>
Operations Training
The USPS Triangle
The graphic representation of USPS Mission
IntroductionIntroduction
11 >>
Operations Training
USPS Vision Statement
USPS - recognized as:
“The national leader for improving boating safety through outstanding educational programs and civic activities
Strong with a growing membership and increased member satisfaction”
IntroductionIntroduction
12 >>
Operations Training
Achievement
• Through voluntary contributions - time & energy
• Teams of people with common goals
• Engaged in worthwhile activities for the common good
IntroductionIntroduction
Members Achieve The USPS Mission
13 >>
Operations Training
BeBeBeBe
>>14
Operations Training
The MissionSelf Education
Learning from experienced instructors
Material continually updated to keep members informed of latest developments
Self-study “Learning Guides” are available on a variety of subjects related to boating
15 >>
IntroductionIntroduction
Operations Training
The Mission Civic Service
16 >>
Learning Lamp
IntroductionIntroduction
Operations Training
The Mission Fraternal Boating Club
17 >>
IntroductionIntroduction
A District 25 Cruise & Rendezvous
Operations Training
Membership Is a Privilege
Types of Membership & Requirements•Active
Willing and able to contribute time, energy & skills to USPS
Accepted by Squadron ExCom All applicable entrance fees & dues paid Granted voting rights - If at least 18 years of
age•Sea Scout/Apprentice
Age 12 – 24•Honorary – good for one year, ExCom bestowed•Corporate – limited, approved by BOD only
IntroductionIntroduction
18 >>
Operations Training
Categories - Service & Dues
Definitions•Senior Member – earned 5 merit marks•Life Member – earned 25 merit marks•GB Member Emeritus – earned 50 merit marks
•25-Year Member – member for 25 years
•Sustaining Member – paid a lump sum equal to 20 times the then-current national dues
IntroductionIntroduction
19 >>
Operations Training
Membership’s Many Benefits
Intangible benefits: Are the most important Includes knowledge & skills of seamanship,
piloting & navigation, Life-long friendships, Self esteem, Developing individual potential …the list is endless
IntroductionIntroduction
20 >>
Operations Training
Membership’s Many Benefits
Tangible benefits: Leadership opportunities & experience, Amateur radio net, On-the-water activities, The ENSIGN, Discounts, ………..the list is long
IntroductionIntroduction
21 >>
Operations Training
Some Tangible Benefits
Access these and more on USPS website
IntroductionIntroduction
22 >>
Operations Training
The Officers
• National, district and squadron• Elected or appointed• Bridge
Commander (Cdr) Executive Officer (XO) Educational Officer (SEO) Administrative Officer (AO) Secretary (Secy) Treasurer (Treas)
IntroductionIntroduction
23 >>
****
The assistants are elected as well*
Operations Training
& Committees
• General, Standing & Departmental
• Elected or appointed
• Chairs & Assistant chairs
• Committee Chairs are also officers
• Some committees in Ed Dept are known as Local Boards
• Rank is also an indicator of level at which the committee is serving: Squadron = Lt District = D/Lt National = R/C and Stf/C
IntroductionIntroduction
24 >>
Operations Training
Merit Marks
• For significant service related to achieving the USPS mission
• Only 1 MM possible in any given year
• Rewards of service are limitless, however, a MM is the only “paycheck” received
IntroductionIntroduction
25 >>
It’s vital to submit merit mark hours on a timely basis!
Operations Training
Merit MarksIntroductionIntroduction
Senior Member 5 merit marks ?_________________?
Life Member 25 merit marks ?_________________?
26 >>
Operations Training
Recap – USPS Mission
What are the 3 sides of
the Mission
triangle?
?_________________________? ?_________________________? ?_________________________?
Self Education
Civic Service
Fraternal Boating Club
27 >>
IntroductionIntroduction
Operations Training
United States Power Squadrons The Organization
OrganizationOrganization
28 >>
Operations Training
Organizationally
USPS Has 3 Levels
Active Members may become elected or appointed officers at all three levels of the USPS organization, simultaneously:
Squadron District National
OrganizationOrganization
29 >>
Operations TrainingHANDOUT # 2 Reviewing the Ranks
Officers Reviewing the Ranks
Squadron District National Commander Cdr D/C C/CDepartment Lt/C D/Lt/C V/CAssistant 1st/Lt D/1st/Lt R/C Chairman Lt D/Lt R/C Asst Chairman ----- ------- Stf/C
OrganizationOrganization
30 >>
Operations Training
Squadron Membership Is Ruling Body
We the members:• Decide the dues & fees to be assessed on
ourselves• Adopt and amend bylaws to govern
ourselves• Elect our officers and some committees• Adopt budget and charge leaders to live
within
SquadronSquadron
OrganizationOrganization
31 >>
Most work is done through committees:
elected and appointed
Operations TrainingHANDOUT # 3 Squadron ChartHANDOUT # 3 Squadron Chart
Squadron Organization SquadronSquadron
OrganizationOrganization
District Executive Officer
32 >>
Past Commander
Operations Training
Executive Committee Reports to Membership
• ExCom Process applications for membership, Approves budget to be submitted to
membership for adoption Approves Educational schedule - times &
places for courses, seminars, programs on advice of SEO
SquadronSquadron
OrganizationOrganization
33 >>
Operations Training
Executive Committee Reports to Membership
ExCom•Designates depositories for squadron funds
On advice of Treasurer
• Makes appointments to Standing Committees
• advises Cdr on other appointments
•Hears reports of Committees
•Enforces the authority given it by the bylaws
•Institutes disciplinary proceedings
SquadronSquadron
OrganizationOrganization
34 >>
Operations Training
General Committees Report to Membership
• General committees - Elected Auditing Nominating Rules
SquadronSquadron
OrganizationOrganization
35 >>
Operations Training
Standing Committees Report to ExCom
• Standing committees - Appointed Budget & Finance Housing Law officer Planning Personnel Property Supply officer
SquadronSquadron
OrganizationOrganization
36 >>
In some Squadrons these 2 committees are departmental within the Treasurer’s Department
Operations Training
Bridge Officers
• Ranking officer of squadron• Responsible for its growth & vitality• Ex officio member of all committees except
Auditing, Nominating & Rules• Appoints delegates to Conferences & GBs • Appoints chairs to appointive committees
SquadronSquadron
OrganizationOrganization
The Commander:
37 >>
Operations Training
Bridge Officers
• Presides at all squadron meetings general membership & executive committee
• Voting Member at national meetings (GB & AM) & district meetings (Council & Conference)
• Responsible for proper turnover at the end of term to successor
SquadronSquadron
OrganizationOrganization
The Commander:
38 >>
Operations Training 39
Let’s take a 10 min Break
Please return when you hear the bell
>>
Operations Training
The Executive Department
• Committees Boat shows Cooperative Charting Legislative Liaison Public Relations Radio-Technical Safety Vessel Safety Check
SquadronSquadron
OrganizationOrganization
40 >>
Operations Training
The Executive Department
• These are the external functions of the squadron
• Ex officio member of all committees in XO dept.
• If Cdr absent, perform Cdr duties & functions
• Responsible for proper turnover at the end of term
SquadronSquadron
OrganizationOrganization
Headed by the Executive Officer (XO)
41 >>
Operations Training
The Educational Department SquadronSquadron
OrganizationOrganization
42 >>
• Local Boards1. Boating (LBB)2. Advanced Grades (LBAG) 3. Elective Courses (LBEC)4. Seminars (LBS)
• Class Chairs Instructors Proctors
• Committees Teaching Aids Property & Supplies
Operations Training
The Educational Department
• Manages the Educational Department, Schedules courses, seminars Trains & certifies instructors Conducts ABC3 on behalf of
Squadron• Member of District Educational Dept.• Serves as liaison for information
received from district and national• Gives proper turnover at the end of term
SquadronSquadron
OrganizationOrganization
Headed by the Educational Officer (SEO)
43 >>
Operations Training
The Administrative Department
• Committees Boating Activities
(Cruise & Rendezvous) Meetings Membership Membership Involvement Operations Training
(Leadership Development)
SquadronSquadron
OrganizationOrganization
44 >>
Operations Training
The Administrative Department
• These are internal functions of squadron
• Ex officio member of all committees in AO dept.
• If Cdr & XO absent, AO performs Cdr duties & functions
• Execute end-of-term turnover
SquadronSquadron
OrganizationOrganization
Headed by the Administrative Officer (AO)
45 >>
Operations Training
The Secretary’s Department
• Committees Computer Systems Editor (Newsletter) Historian Roster Telephone (Calling) The ENSIGN
correspondent
SquadronSquadron
OrganizationOrganization
46 >>
Operations Training
The Secretary’s Department
• Responsible for all the non-financial records
• Squadron correspondence, minutes, calls for meetings
• Maintain official squadron member data (DB2000)
• Complete OD-2 (Officer Report)
• Complete end-of-term turnover
SquadronSquadron
OrganizationOrganization
Headed by the Secretary (Secy)
47 >>
Operations Training
The Treasurer’s Department SquadronSquadron
OrganizationOrganization
• Committees Property Supply
48 >>
Operations Training
The Treasurer’s Department
• Collect & disburse squadron funds
• Keep appropriate records, make required reports
• File tax forms & returns
• Ensure all squadron funds properly accounted for & in proper depositories
• Work closely with Budget & Finance, and Auditing Committees
• Complete end-of-term turnover
SquadronSquadron
OrganizationOrganization
Headed by the Treasurer (Treas)
49 >>
Operations Training
USPS Districts DistrictDistrict
OrganizationOrganization
50 >>
Operations Training
USPS Districts
• Organized geographically
• Purpose of organizational structure to inform and assist squadrons
• Each district has its own bylaws
• Districts provide a communications link between the Governing Board and squadrons
• District members are the Squadrons within their geography District 25 currently has 9 member squadrons
DistrictDistrict
OrganizationOrganization
51 >>
Operations TrainingHANDOUT # 4 D25 SquadronsHANDOUT # 4 D25 Squadrons
District 25 DistrictDistrict
OrganizationOrganization
52 >>
1. Carquinez2. Diablo3. Marin4. Monterey Bay5. Peralta6. Redwood7. Sacramento8. San Joaquin Delta9. Santa Clara
Operations Training
District Chart DistrictDistrict
OrganizationOrganization
53 >>
See page 1-3-2 of OTP Manual for District organization chartSee page 1-3-2 of OTP Manual for District organization chart
Past DistrictCommander
Squadron Commanders
District Chart very similar to Squadron Chart
District Chart very similar to Squadron Chart
Operations Training
District Committees
• District departmental organization corresponds to that of squadrons
• Squadron chair reports to district chair & is a member of the district departmental committee
• District chair offers assistance to squadron chairs & keeps them informed of action taken by national committee
DistrictDistrict
OrganizationOrganization
54 >>
Operations Training
District Officers & Committees
• Standing Committees Planning Educational Fund Budget & Finance Law Personnel
• General Committees Auditing Nominating Rules
• Bridge Officers Commander (D/C) Executive (DXO) Educational (DEO) Administrative (DAO) Secretary (DSecy) Treasurer (DTreas)
DistrictDistrict
OrganizationOrganization
55 >>
Operations Training
2 Types of District Meetings
• Council Meetings Board of directors
relates to Squadron ExCom Conducts business between Conferences
DistrictDistrict
OrganizationOrganization
56 >>
1
Operations Training
2 Types of District Meetings
• District Conference Membership meeting of the district Voting members
Council members Squadron delegates all Past D/Cs
Two per year Spring - elections & Change of Watch Fall - budget & educational
DistrictDistrict
OrganizationOrganization
57 >>
2
Operations Training 58
Sharing ideas
Building Bridges
Attending Seminars
>>
District Meetings DistrictDistrict
OrganizationOrganization
Operations Training
Our District Flag DistrictDistrict
OrganizationOrganization
Designed by D/Lt E J Dysart, JN With input from district council
59 >>
Operations Training
USPS Headquarters
Location: Raleigh, NC
Functions and Facilities:
• Administrative Support
• Membership Records
• Computer and Printing facilities
• Storage Warehouse
• Chapman Library
• Conference Facilities
NationalNational
OrganizationOrganization
60 >>
Not home of National Organization!
Operations Training
National Organization
• In general, departments correspond to those of districts & squadrons
• Committees provide material needed by squadrons, to achieve committee goals
• District chairs act as communication conduits to/from National to /from Squadron
NationalNational
OrganizationOrganization
61 >>
Operations Training
National Chart NationalNational
OrganizationOrganization
62 >>
Operations Training
NationalNationalWho’s on the Governing Board?
• Chief Commander, Vice Commanders, Rear Commanders, members of national general committees (C/C V/C R/C)
• District Commanders, District Educational OfficersDistrict Commanders, District Educational OfficersSquadron Commanders (D/C DEO SCdr)Squadron Commanders (D/C DEO SCdr)
• Past Chief Commanders, Past Vice Commanders, Past Chief Commanders, Past Vice Commanders, Governing Board Members Emeritus (P/C/C P/V/C)Governing Board Members Emeritus (P/C/C P/V/C)
• Elected General Members (1 for each 600 members)Elected General Members (1 for each 600 members)• Squadron delegates (1 for each 100 members)Squadron delegates (1 for each 100 members)
OrganizationOrganization
63 >>
Squadron members one and all !!
Operations Training
• Board of Directors Relates to ExCom & District Council Conducts business of USPS between
GB Meetings
NationalNational
OrganizationOrganization
64 >>
2 Types of National Meetings
1
Operations Training
• Governing Board Membership meeting of the USPS Two per year
‘Annual’ is elections & Change of Watch• Held early in year (Jan - Feb)
‘Regular’ is held midway between ‘Annuals’
NationalNational
OrganizationOrganization
65 >>
2 Types of National Meetings
2
Operations Training
How to Change USPSOrganizationOrganization
66 >>
• Changing USPS (policy, SOP, bylaw, etc.) by resolution
• Often proposed by a squadron
• Resolutions move through the district Conference,
• to the national executive officer (NXO), • to the Governing Board (GB) for action
Operations Training
Taking it to the GB
TEAM
67 >>
OrganizationOrganization
Executive
Operations Training
Opportunities for Participation
68 >>
ReviewReview
Operations Training
Committee Review
• External Activities are conducted by members of committees within the Executive Department.
• Committees responsible for internal activities are in the Administrative, Secretary’s and Treasurer’s Department
69 >>
ReviewReview
Operations Training
Committee Review
Educational Department has organizational units known as committees & ?_ _ _ _ _ _ _ _ _?
What officer rank are committee chairs & local board chairs ? _ _ _ _ _ _ _ ?
Who appoints them ? _ _ _ _ _ _ _ _ ?
Local Boards
Commander
70 >>
Lieutenant
ReviewReview
Operations Training
Lending a Hand
Did you find any activities that interest you or in which you could use your knowledge and skills to lend a hand?
71 >>
ReviewReview
Operations TrainingHANDOUT # 5 ED Courses, Seminars & Guides .HANDOUT # 5 ED Courses, Seminars & Guides .
Plan should include a schedule for taking the advanced grades
& electives courses
Which seminars will you take?
Interested in Boat Operator Certification?
72 >>
Develop your planReviewReview
Operations Training
Summary
• Visual Intro to USPS and Its Educational Courses & Seminars
• History, Mission & Vision of USPS
• Membership & its Benefits
• Officers, Ranks, & Committees
• Merit Marks
• Organizational Structure of the 3 levels Squadron, District, National
• Opportunities for You to Participate & Learn
Lesson 1 - Operations Training Program.
Operations Training
Homework
74 >>
Reading assignment•Squadron Job Descriptions – on CD•Operations Training Module I – on CD•OM - Ops Manual (Chapters 5-7) – on CD
Start developing your plan•Courses & seminars you want to take•Skills you have to offer
Operations Training
Next Lesson
• Review Educational Courses & Seminars Leadership Training
• Module II Staffing Leadership Scheduling Case Study
75 >>