Presidents Assembly Monthly Webinar June 28, 2012

A recorded version of this webinar will be available through June 2013 at:

During the Webinar – Just Ask! Please use this question area to communicate with us throughout the webinar. Have a question…type it!!

Raise Your Hand There will be designated times to speak your questions. You can click on the “Raise Your Hand” button. When we are ready for your question, we will unmute you and call on you.

What Chapter do you represent? Please use your GoToWebinar Question box to type in the name of your Chapter…

Presidents Assembly Leadership Lola Kakes Greater Tucson Chapter Chair-Elect Rachael Bender Southwest Florida Chapter Chair

NAWBO REGIONAL BREAKDOWNS Northeast & Atlantic Region Maine, New Hampshire, Vermont, Massachusetts, Rhode Island, Connecticut, New York, Pennsylvania, New Jersey, Delaware, Maryland, District of Columbia, Virginia, W. Virginia Midwest Region Wisconsin, Michigan, Illinois, Indiana, Ohio, N. Dakota, S. Dakota, Nebraska, Kansas, Minnesota, Iowa, Missouri Southern Region North Carolina, South Carolina, Georgia, Florida, Kentucky, Tennessee, Mississippi, Alabama, Oklahoma, Texas, Arkansas, Louisiana Western Region Idaho, Montana, Wyoming, Nevada, Utah, Colorado, Arizona, New Mexico, Alaska, Washington, Oregon, California, Hawaii

What the Presidents Assembly Does: Presidents Assembly Steering Committee is responsible for: Serving as “voice of the chapters” on the National Board and facilitating communications between National and the chapters Facilitating chapter collaboration/information sharing via webinars Creating a community of chapter leaders Helping chapter leaders with strategic planning, problem resolution, etc.

Presidents Assembly Leadership Lola Kakes Greater Tucson Chair Carolynne Mather Lakeland Metro Chair-Elect Rachael Bender Southwest Florida Immediate Past Chair

Presidents Assembly Steering Committee Regional Representatives Sandy Spadaro NAWBO South Jersey Northeast & Atlantic Region Janet South NAWBO Indianapolis Midwest Region Patsy Foxworth NAWBO San Antonio Western Region Nancy Chorpenning NAWBO Atlanta Southern Region

WEBINAR SCHEDULE Mark Your Calendar NOW! Webinars will be held on the third Thursday of every month at noon Eastern time. Upcoming Webinars: July 19 – Best Practices from NAWBO Leadership Boot Camp August 16 – Building a Good Team September 20 – Engaging Your Members * Schedule subject to change Suggest a webinar topic by ing

PA Facebook Page Use to share news and information; exchange best practices; ask for help; etc. All chapter leaders are welcome to join. Please do not use to market your business.

News from National Rachael Bender PASC Chair

National NAWBO & Your Chapter We Need Your Help! We will be having a forum discussion with chapter leaders about how we can strengthen the relationship between National and Local Chapters. Invitations to this special online session will be sent via in the next couple weeks. Stay tuned…

Poll Question Will you be attending the national conference: –Yes, already registered –Yes, will be registering soon –I hope to attend, but don’t know yet –I am not planning to attend

Poll Questions If you are attending the conference, will you be participating in the Leadership Training on Thursday? –Yes, can’t wait –I hope to, but I don’t know yet –Undecided –Will not be attending the conference

October 4-5, 2012 | Louisville, Kentucky Some of the Great Speakers Include: Kathy Ireland, CEO, Kathy Ireland Worldwide former supermodel whose company now sells around $2 Billon in retail annually Katrina Markoff, founder Vosges Haut-Chocolat One of Inc. magazines 500 Fastest Growing Companies and American Expresses‘ Woman of the Year Nell Merlino, President and CEO of Count Me In for Women’s Economic Independence and Make Mine a Million $ Business program

October 4-5, 2012 | Louisville, Kentucky Early Bird Registration open now through June 30 th Save $25 off regular registration rate ($325 Early bird). Leadership Training: Additional morning session includes breakfast -- $50 CHAPTER CONTEST! Chapter with the most registrations during Early Bird registration wins two FREE conference registrations!

DID YOU UPDATE YOUR ROSTER? If you have transitioned to a new board, the chapter administration needs to update ALL board members. All chapter board members must be current with membership dues!!!! Log in on nawbo.org; go to Chapter Administrator Tools; select Update Leadership RosterChapter Administrator ToolsUpdate Leadership Roster  Designate chapter administrator for web access  Designate recipient of chapter rebate reports  Any questions? Contact Keep national in the loop!

Be on the Look Out  D&O Insurance Renewal Forms will be sent soon.  Please contact Chapter Services at if you have not received it by August 1st.

How You and Your Members Can Influence Public Policy this Summer Joy Lutes Public Policy Advisor National Association of Women Business Owners

Making your voice heard There are a number of ways to convey your message to your elected officials, including visiting their office, attending a town hall meeting, inviting them to a NAWBO meeting or event and sending a letter or .

Setting up a meeting or event with your Congressman It is best to request the appointment in writing four to six weeks in advance whether you’re meeting in Washington, D.C., in their local district office or at your place of business. Provide as many specifics as possible with regard to time and place, number of employees, etc.

During Your Meeting or Event Select two or three issues to discuss. Review and rehearse the key points you want to make. Lastly, make a definite request for action. Be concise and think local. Establish a connection to the issue you plan to discuss by using personal and local examples and relate situations to the member’s home state or district to emphasize the need for his or her support.

During Your Meeting or Event Be political. The most important issue right now is the economy/jobs. If possible, frame your issue in terms of economic growth and job creation. Follow up by sending a thank you letter and reiterate the points made during your meeting. If you said you would provide more information—provide it. This is your opportunity to prove that you are a resource and to establish an important relationship.

U.S. Senate Calendar Senate NOT in Session during RED days

U.S. House of Representatives Calendar House in Session during Highlighted Blocks

Creating Your Chapter’s Strategic Plan Nancy Chorpenning NAWBO Atlanta C-Suite Advisors, LLC PASC Southern Region Liaison

Building for the Future

Poll Question Does your chapter have a formal 3-5 year strategic plan? –Yes! And we update it regularly –Yes, but we haven’t updated it in years –No, but we are working on it –No, we don’t have one yet

Practically Painless Planning VIEWSTEPSTIMEFRAME 30,000 feetVision & Mission3 - 5 years 5,000 feetStrategies1 - 3 years feetObjectives1 year 10 feetAction PlansMonthly/Quarterly OVERVIEW

Process Working group (4 people) to draft Four 1-hour meetings to draft Vision & Mission, Strategies, and Objectives Roll out to full Board for buy-in (provide ahead of time, with instructions to read and react) Build SMART goals with accountabilities to achieve Objectives Make these public, at least within the membership!

VISION Within the next ____(1, 3 or 5) years, grow ______________ (organization name) into a successful ________ (geographical service area) NAWBO CHAPTER with annual funding of $__________ providing ________________ (list 2 – 3 key services or products) for/to ________________ (describe the profile of the recipient of your services). Vision Statement: What are you building? What your Chapter will look like in 1, 3 or 5 years. Practically Painless Planning

MISSION We help ___________________________ To whom are you in service? (clients, members, recipients of your service) ____________________________ What do you do for them? (Describe benefits of your services) Why does your chapter of NAWBO exist? What do the recipients of your services want/need from your organization? Describe why your Chapter exists, in 8 words or less. Practically Painless Planning

STRATEGIES ● Focus on serving __________with ___________& ___________ needs. ● Create awareness of our services by ____________, ____________& _____________. ● Initial Experience: Promote membership by __________, _________ & __________. ● Revenue Model: Generate revenues by ____________, ____________ & _____________. ● Engage Corporate Partners to ____________, _____________, & ________________. ● Use Internet/Technology to ____________, ___________ & _____________. ● Assure services will be cost effective by ____________, ____________ & _____________. Define how your chapter will be built and Managed. Describe 5 to 8 things this non-profit must do extremely well over time to be successful. Practically Painless Planning

OBJECTIVES ● Increase Corporate Partner Revenue from $ _______to $ _______. ● Increase paying memberships from _________ to __________. ● Increase number of program participants from _______to _______. ● Increase member retention from _______% to _______%. ● Increase number of _______workshops/programs from _______to _______. ● Increase _______success rate from _______to _______. Measurable Results -- What results must your Chapter achieve to be successful? List goals your Chapter must achieve this year to be successful. Practically Painless Planning

ACTION PLANS Project 1: ______________________________________ Project 2: ______________________________________ Project 3: ______________________________________ Project 4: ______________________________________ Work or Tasks to be completed What are capacity/infrastructure projects/programs that must be completed this year to achieve your strategic objectives? Be Specific, Measurable, Attainable, Realistic, and Time-Bound. Practically Painless Planning

Poll Question We are planning our upcoming webinars, which of these topics would you most like to see? PICK TWO –Engaging Your Members –Public Policy and Politics Today –Special Events and Programs –Chapter Goals – Past, Present & Future –Social Media Marketing to Build Chapter Membership

Questions?

Thank you for participating in NAWBO Presidents Assembly Webinar! We look forward to talking to you next month. The webinar will be on July 19 th at noon Eastern on Best Practices from Chapter Leaders at Leadership Boot Camp. To share this information with your chapter’s leadership, visit NAWBO Presidents Assembly Community for the slides or the Facebook Presidents Assembly Page for the link to the recording.

CONTACT NAWBO Member Services: Chapter Services: Presidents Assembly: News/Article Submissions: Website/Technical Support:

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