1. The ABCs of Board Orientation A template for adaptation by your association

2. Things to think about before you begin….

3. Time of year Length of session

4. Participants Directors Staff? Committee leadership? Others?

5. Speakers? Past Presidents Community leaders Senior staff State reps. Outside consultants Others?

7. Include: Either in a packet or links to your intranet on your association’s website (or both”) – Strategic plan – Bylaws and policies – Committee descriptions and rosters – Staff roles and roster – Calendars – Key websites – Parliamentary procedure charts

9. Icebreaker Begin with some type of icebreaker that provides for introductions of everyone with some personal information included

10. Organizational Review The Three- Way Agreement Highlights of Services Key Websites Trademark

11. Mission/Vision Key Strategic Objectives Business Plans Staff Location(s) Website

12. Bylaws Policies and procedures

13. Association structure/reporting process Committee structure Appointment process Delegation

14. Budgeting and Financial Review Developing & managing the budget – Relationship to plan – Percentage of staff time – Estimated direct expense/income – When will money be spent? Plan for liquidity – How to Read a Financial Statement

15. Financial statements What to look for? Variances Liquidity/cash flow Projections/forecasts Progress of programs/plans

16. evaluating your programs and products Were your objectives met? If not why not? Questions to ask? Should this be continued as is? Should this be continued, but modified? Should this be discontinued? All input required

17. Leadership Roles/Responsibilities The Board’s Duties

18. DEFINING PURPOSE: WHY ARE WE HERE AND WHAT DO WE DO?

19. Strategic and business plansPlanning programs, products & services Tie to initial plans Develop shorter term plans Determine staff and other resources Delegate Develop related budget Require accountability Report frequently

20. Obedience Loyalty/Conflicts of interest Disclosure Confidentiality Accounting Reasonable care

21. Liability Antitrust price-fixing, boycotting tying agreements NAR E & O

22. WORKING WITH STAFF

23. Evaluating the CEOWorking as a teamMicromanagementExpectations Position descriptions

24. PROFESSIONAL STANDARDS RESPONSIBILITIES Role of the Board of Directors in Ethics Enforcement

25. COMMUNICATION PRACTICES/EXPECTATIONS When, how, where

26. BEING ENGAGED With membership, community, committees, more

27. RPAC AND CALLS TO ACTION Fair share, other award levels, directors’ commitment expected

28. ROLE IN THE COMMUNITY

29. Expectations Spokesperson Policy Ambassadors

30. MEETINGS

31. Calendar Key association meetings – Directors/mem bership/other Special events State meetings NAR meetings

32. EFFECTIVE MEETINGS

33. Key points for board meetings Review standard directors’ agenda Review agenda and materials prior to meetings Participate – healthy disagreement is good! Honor confidentiality Egos Consensus-building

34. BASIC PARLIAMENTARY PROCEDURE Call the question!!

35. The key motions Making motions Amending motions Substitute motions Postponing motions Referring to committee “Calling the question”

36. RECRUITING NEW LEADERS

37. How we do it here:

38. Other Ideas for recruitment Let members know what you’re looking for Evaluations of events (goals & skills) Create a database of skills and background Nominating committees/ applications Matching skills and strategic direction

40. Six module course, available online: http://www.realtor.org/courses/realtors-excelling-in- association-leadership-real REALTORS ®, are you looking for an introduction to getting involved in your local or state REALTOR ® association? AEs, are you looking for a comprehensive tool for training potential leadership? Introducing the REALTORS ® Excelling in Association Leadership (REAL)

41. http://www.realtor.org/governance/volu nteer-leadership-guide

42. http://www.realtor.org/programs/re altor-leadership-program-rlp