2. LEADERSHIP TIPS & TOOLS President/President-Elect Training NALS Professional Development & Education Conference Saturday, March 1, 2014 Mimi Mangrum – NALS Board Member Audrey M. Saxton, PP, PLS – NALS Board Member 1

3. INTRODUCE YOURSELF: Your name Your chapter & position Answer one of the following: 1. Something on your bucket list to do or see 2. If you were a cartoon character, who would you be? 3. Are you a morning person or a night person? INTRODUCTIONS Remember to fill out your card on the table too! Side 1: # of positions held; Side 2: What you ♥ about NALS & Your “Big Idea” for your year (Leave some room for later) 2

4. What tools do you need to get the job done? TOP 10 LEADERSHIP TOOLS “ Man is a tool-using animal. Without tools he is nothing, with tools he is all. ” ~ Thomas Carlyle ~ 3

5. TOP 10 LEADERSHIP TOOLS 1.NALS.org Leaders page Search here … OR BETTER YET … Go straight to it!! 4

6. NALS.ORG LEADERS PAGE 5

7. eulamae 6

8. TOP 10 LEADERSHIP TOOLS 2.Officer Rosters Roster Search or visit: www.nals.org/?p=740 7

9. TOP 10 LEADERSHIP TOOLS 3.IRS 990-N Forms www.irs.gov Annual Electronic Filing Requirement for Small Exempt Organizations — Form 990-N (e-Postcard) Most small tax-exempt organizations whose annual gross receipts are normally $50,000 or less are required to electronically submit Form 990-N, also known as the e-Postcard, unless they choose to file a complete Form 990 or Form 990-EZ instead. If you do not file your e-Postcard on time, the IRS will send you a reminder notice. There is no penalty assessment for late filing the e-Postcard, but an organization that fails to file required e-Postcards (or information returns – Forms 990 or 990-EZ) for three consecutive years will automatically lose its tax-exempt status. The revocation of the organization’s tax-exempt status will not take place until the filing due date of the third year. 8

10. How to File http://epostcard.form990.org When you access the system, you will leave the IRS site and file the e-Postcard with the IRS through Urban Institute. You will need to create a log-in using the chapter’s Tax ID number (if you don’t know this or have it recorded somewhere, contact the NALS Resource Center) The form must be completed and filed electronically. There is no paper form. DEADLINE TO FILE IS SEPTEMBER 15 TH * *Or the 15 th of the month on the 5 th month following the end of the fiscal year IRS FORM 990-N 9

11. Information You Will Need to File the e-Postcard The e-Postcard is easy to complete. All you need is eight items of basic information about your chapter. 1.Employer identification number (EIN), also known as a Taxpayer Identification Number (TIN) 2.Tax year 3.Chapter’s legal name (“NALS Inc”) and local mailing address 4.Any other names the chapter uses (this would be your chapter name; aka your “DBA” name) 5.Name and address of a principal officer (president or treasurer) 6.Web site address, if your chapter has one 7.Confirmation that the chapter’s annual gross receipts are $50,000 or less 8.If applicable, a statement that the chapter has terminated or is terminating (going out of business) IRS FORM 990-N 10

12. TOP 10 LEADERSHIP TOOLS 4.iLEAD Blog for P/PEs http://www.nals.org/?p=5581 11

13. iLEAD BLOG FOR P/PEs http://www.nals.org/?p=5581 12

14. TOP 10 LEADERSHIP TOOLS 5. http://www.nals.org/?p=114 FUNDING PRIORITIES Educational / Research Opportunities Grants Keynote Speakers/Workshops Recognitions 13

15. NALS FOUNDATION http://www.nals.org/?p=134 DEADLINES TO SUBMIT GRANT PROPOSALS:  March 1  June 1  September 1  December 1 14

16. TOP 10 LEADERSHIP TOOLS 6.NALS Officer Training Toolkit http://www.nals.org/?p=309 Scroll down to President/President-elect (P/PE) Resources Remember the password is eulamae 15

17. TOP 10 LEADERSHIP TOOLS 7.NALS Marketing Toolkit http://www.nals.org/?p=698 Websites Made Easy Social Media: Join the Conversation The Marketing Mix Basics of Design: - Audience - Layout - Typography - Color NALS PowerPoint 16

18. TOP 10 LEADERSHIP TOOLS 8.Governing Documents NALS ▲Bylaws ▲Standing Rules Local/State Chapter ▲Bylaws ▲Standing Rules ▲Policies & Procedures ▲Strategic Plan When was the last time these documents were reviewed? 17

19. TOP 10 LEADERSHIP TOOLS 9.NALS Leaders & Members We are a network of leaders Connect quickly through Social Media: Facebook LinkedIn Twitter 18

20. TOP 10 LEADERSHIP TOOLS 10.NALS.org website START HERE 19

21. NALS.org website Get to the Site Map or the Members Area under the Welcome tab 20

22. NALS.org website Site map is organized by “tabs” 21

23. TOP 10 LEADERSHIP TOOLS (PLUS 1!) BONUS! NALS Resource Center Staff Tammy Hailey, CAE Executive Director & NALS Foundation Executive Director hailey@nals.orghailey@nals.org April Collins Meetings and Communications Manager & @Law Editor collins@nals.orgcollins@nals.org Saundra Bates Membership Services Manager bates@nals.orgbates@nals.org Diana Price Education & Certification Manager price@nals.orgprice@nals.org 22

24. THINK FUN! Table Activity Brainstorm BIG and FUN ideas for how to: 1.Get board members excited about coming to meetings 2.Network the association with related associations (local/state bar, ALA), law firms, schools, etc. SHARE your TOP Big/Fun Idea 23

25. LEADERSHIP TIPS CHECKLISTS FOR SUCCESS “ Don’t reinvent the wheel, just realign it. ” ~ Anthony J. D’Angelo ~ 24

26. LEADERSHIP TIPS PRESIDENT: General Duties Preside at all meetings of the association and conduct meetings according to the established rules of parliamentary procedures Appoint all appointive officers and chairs, subject to required approval Serve as an ex-officio member of all committees, except the nominating committee Oversee the work of officers and committee chairs NALS Officer Training Toolkit: Book 3 – Leadership, p. 2 25

27. LEADERSHIP TIPS PRESIDENT: General duties … continued Remain neutral and permit full discussion of all matters, making certain the final determination of all matters is by the members Be responsive to complaints, questions, ideas, and problems of the members and officers Keep members up-to-date and informed on programs and events at all levels of NALS NALS Officer Training Toolkit: Book 3 – Leadership, p. 2 26

28. LEADERSHIP TIPS PRESIDENT ELECT: General duties The president-elect shall assume the duties of the president in the president’s absence Suggested duties Maintain the bylaws and standing rules (and/or serve as Strategic Planning Committee chair) Maintain, update, and distribute the Officer, Director, and Committee Guidelines Handle all questions relating to ethical matters in accordance with standing rules and/or serve as the NALS liaison NALS Officer Training Toolkit: Book 3 – Leadership, p. 4 27

29. LEADERSHIP TIPS PREPARE TO LEAD Secure files from your predecessor Read & familiarize yourself with NALS governing documents (national, state & local) Solicit for committee applications Update the NALS roster via Officer Roster Form Hold an Executive Committee planning meeting - set goals and meeting dates for the year - make committee chair appointments - assign members to committees Calendar deadline for IRS Form 990-N filing NALS Officer Training Toolkit: Book 3 – Leadership, p. 3 28

30. LEADERSHIP TIPS WHILE YOU’RE PRESIDENT Share your goals for the year in your installation speech and at your first board meeting Attend state and NALS conferences, if possible Try to attend the first meetings of all committees, if possible Call for first board meeting (try to meet with outgoing board members as well) Create and adopt a budget for the year Call for committee reports and plans Preside over board and membership meetings NALS Officer Training Toolkit: Book 3 – Leadership, p. 3 29

31. LEADERSHIP TIPS WHILE YOU’RE PRESIDENT … continued Write articles or messages to the members for inclusion on the chapter’s web page (blog), newsletter or in a monthly email Help with membership socials Assist with awards, recognitions, installation ceremonies at monthly or annual meetings Bottom Line: You’re the face of your NALS chapter NALS Officer Training Toolkit: Book 3 – Leadership, p. 3 30

32. EFFECTIVE MEETING STRATEGIES CALL TO MEETING AGENDAS Prepare and share in advance Keep your meeting focused Stick to a timeline MINUTES & REPORTS Share previous meeting minutes in advance If possible, share written reports in advance Try to turn around meeting minutes soon after PREPARING FOR MEETINGS 31

33. EFFECTIVE MEETING STRATEGIES AGENDAS A thought out agenda helps save time An agenda is a list of items which helps the group that is meeting achieve the specific goals of the association Organize intelligently: - Start with most important items - Handle short, urgent items first - Concentrate on fewer more important items - Keep items in logical order, when possible Establish ground rules and time limits ahead of time PREPARING FOR MEETINGS 32

34. EFFECTIVE MEETING STRATEGIES TIME IS OF THE ESSENCE Start/end on time; stragglers will learn to be on time in the future Be courteous of schedules; try to schedule meetings for days and times that work for everyone Follow an agenda & monitor time Be prepared to “table” things for another day If an item requires a special meeting, schedule one CONDUCTING MEETINGS 33

35. EFFECTIVE MEETING STRATEGIES ENSURE PARTICIPATION SECRETARY’S ROLE: Take attendance Record minutes of discussions Record decisions & actions; motions & passage of motions Record & review “action item” commitments; if a board member commits to doing something, record the “who” “what” and “by when” CONDUCTING MEETINGS 34

36. EFFECTIVE MEETING STRATEGIES PRIOR TO ADJOURNING: Use the “Rule of 3” - solicit input at least 3 times to be sure everyone has a chance to speak Re-state commitments & deadlines AFTER MEETINGS: Evaluate the meeting - Adapt an evaluation form Meetings that Work!, Chang and Kehoe EVALUATING MEETINGS 35

37. What does your number mean to you? FINAL THOUGHTS AND Q&A What is your “take away” BIG/FUN idea? Commit to one major accomplishment 36

38. LEADERSHIP TIPS & TOOLS President/President-Elect Training Questions? 37