Copyright 2010, Women’s Leadership Coaching Inc. WEN Leadership Webinar Series Guest Speaker: Meresa S. Morgan, CPA Audit Shareholder and Audit Department Chair Briggs & Veselka Co. Facilitator: Jo Miller CEO Women’s Leadership Coaching, Inc. Managing Others, With or Without Direct Authority

Copyright 2010, Women’s Leadership Coaching Inc. WEN Leadership Webinar Series Christine R. Spray President, Strategic Catalyst, Inc. Program Development, Board Member of WEN Westside Chapter, Former Board Member WEN After working in industry and public accounting leadership management roles with start-up, restructuring and growth responsibilities, Christine recognized that by aligning business goals with marketing, human resource and business development strategies, mid-sized organizations could leverage their business opportunities as successfully as companies with far greater resources.

Copyright 2010, Women’s Leadership Coaching Inc. WEN Leadership Webinar Series The Women's Energy Network Women’s Energy Network (WEN) is an international organization of professional women who work across the energy industry value- chain. WEN was established in 1994 with six women. At the close of 2009, that number had risen to over 900 members throughout Texas and Louisiana.

Copyright 2010, Women’s Leadership Coaching Inc. WEN Leadership Webinar Series The Women's Energy Network WEN’s mission is to develop programs to provide networking opportunities and foster career and leadership development of women who work in the energy industries. WEN’s vision is to be the premiere organization for professional women who work in the energy industry, with chapters in every major energy hub worldwide. WEN chapters are currently in Houston, North Texas covering Dallas & Fort Worth, and Southeast Louisiana covering Baton Rouge & New Orleans.

Copyright 2010, Women’s Leadership Coaching Inc. WEN Leadership Webinar Series How many people are joining your group today? Please send your list with names and s to:

Copyright 2010, Women’s Leadership Coaching Inc. WEN Leadership Webinar Series Jo Miller, CEO Women’s Leadership Coaching Inc. 12 years providing leadership coaching and seminars Coached hundreds of women worldwide Seminars for women’s networks at Intel, Oracle, KPMG, Alcatel-Lucent, Nortel, Rockwell Collins, UBS, and more Silicon Valley’s “Women of Influence”,

Copyright 2010, Women’s Leadership Coaching Inc. WEN Leadership Webinar Series Meresa S. Morgan, CPA Audit Shareholder & Audit Dept. Chair Briggs & Veselka Co. Oversees the Briggs & Veselka’s benefit plan audit practice which represents an important niche speciality for the firm in servicing oil and gas companies in the Houston area. Morgan oversees the firm’s efforts in keeping these clients abreast of the latest issues regarding DOL compliance. Chairperson for Briggs & Veselka’s audit practice and serves on the firm’s executive committee. Serves on the board and is President of the Women’s Finance Exchange, and actively involved in The Entrepreneurship Institute, which serves the small to middle market entrepreneurial privately- help companies in the Houston area. Serves on BKR International’s Employee Benefit Plan Auditing Committee and its Emerging Leader’s Committee.

Copyright 2010, Women’s Leadership Coaching Inc. WEN Leadership Webinar Series Meresa S. Morgan, CPA Audit Shareholder & Audit Dept. Chair Briggs & Veselka Co. Member of the Lone Star Council of the American Society of Pension Actuaries and the ERISA Industry Group of Houston. Member of the Texas Society of Certified Public Accountants, and involved with its Houston Chapter. Holds a B.S.B.A. in Accounting from Auburn University Enjoys traveling, family gatherings and relaxing with her husband on their farm in South Mississippi.

Copyright 2010, Women’s Leadership Coaching Inc. WEN Leadership Webinar Series What are you currently responsible for?

Copyright 2010, Women’s Leadership Coaching Inc. WEN Leadership Webinar Series THE EMERGING LEADER’S QUANDARY: You can’t get a higher level job without leadership experience… But you can’t get the experience without the job.

Copyright 2010, Women’s Leadership Coaching Inc. WEN Leadership Webinar Series Managing Others, With or Without Direct Authority In this webinar:  Myth-busting  Taking on “The Management Challenge”  6 steps for managing others, with or without direct authority.

Copyright 2010, Women’s Leadership Coaching Inc. WEN Leadership Webinar Series A woman recently asked: 1) How do I know if I would make a good leader? 2) Can you learn to be a good leader?

Copyright 2010, Women’s Leadership Coaching Inc. WEN Leadership Webinar Series A woman recently asked: 1) How do I know if I would make a good leader? 2) Can you learn to be a good leader?

Copyright 2010, Women’s Leadership Coaching Inc. WEN Leadership Webinar Series A woman recently asked: 1) How do I know if I would make a good swimmer? 2) Can you learn to be a good swimmer?

Copyright 2010, Women’s Leadership Coaching Inc. WEN Leadership Webinar Series Myth #1: Leaders are born, not made. (and that there is a way to predict whether you will be good at this without actually trying it.)

Copyright 2010, Women’s Leadership Coaching Inc. WEN Leadership Webinar Series Were you a ‘natural’ when it came to leading others? Or did you learn along the way?

Copyright 2010, Women’s Leadership Coaching Inc. WEN Leadership Webinar Series Myth #2: That if you could just attain the next-level job, people would know that you are in charge, and follow you.

Copyright 2010, Women’s Leadership Coaching Inc. WEN Leadership Webinar Series “There is a myth that the higher you go in the organization and the more positional authority you gain, that you just have to say “do it” and people get it done. I hate to bust your bubble.” -Dr Cecilia Kimberlin, VP QA, Regulatory Affairs and Compliance, Abbott

Copyright 2010, Women’s Leadership Coaching Inc. WEN Leadership Webinar Series Managing Others, With or Without Direct Authority The quickest and best way to develop management skills is to volunteer to manage a project, a team, an event, process, etc.

Copyright 2010, Women’s Leadership Coaching Inc. WEN Leadership Webinar Series “I wouldn’t be in the position I am in if I hadn’t had the courage to step into leading activities that were not in my area of expertise.” - Meresa Morgan

Copyright 2010, Women’s Leadership Coaching Inc. WEN Leadership Webinar Series A Management Challenge Volunteer to manage a: Work project Task force or committee Charity drive Team event Family event Conference Professional association. Challenge: Complete the assignment by managing, not doing, the work.

Copyright 2010, Women’s Leadership Coaching Inc. WEN Leadership Webinar Series What is an example of a time you volunteered to lead something that was beyond the responsibilities of your role? What did you learn?

Copyright 2010, Women’s Leadership Coaching Inc. WEN Leadership Webinar Series What top tips do you have for anyone who wants to transition from “doing the work” to “managing the work”?

Copyright 2010, Women’s Leadership Coaching Inc. WEN Leadership Webinar Series 6 Steps for Managing Others, With or Without Direct Authority Step 1: Describe the overall vision or objective

Copyright 2010, Women’s Leadership Coaching Inc. WEN Leadership Webinar Series Can you share an example of how you have communicated a vision or objective to others, and gained their buy-in?

Copyright 2010, Women’s Leadership Coaching Inc. WEN Leadership Webinar Series 6 Steps for Managing Others, With or Without Direct Authority Step 1: Describe the overall vision or objective Step 2: Co-create clear expectations

Copyright 2010, Women’s Leadership Coaching Inc. WEN Leadership Webinar Series What tips can you offer for working with others to set expectations for work to be performed?

Copyright 2010, Women’s Leadership Coaching Inc. WEN Leadership Webinar Series 6 Steps for Managing Others, With or Without Direct Authority Step 1: Describe the overall vision or objective Step 2: Co-create clear expectations Step 3: Co-create accountability

Copyright 2010, Women’s Leadership Coaching Inc. WEN Leadership Webinar Series How do you like to set up and manage accountability?

Copyright 2010, Women’s Leadership Coaching Inc. WEN Leadership Webinar Series 6 Steps for Managing Others, With or Without Direct Authority Step 1: Describe the overall vision or objective Step 2: Co-create clear expectations Step 3: Co-create accountability Step 4: Challenge them to deliver with a high standard of excellence

Copyright 2010, Women’s Leadership Coaching Inc. WEN Leadership Webinar Series What does this look like, in your firm?

Copyright 2010, Women’s Leadership Coaching Inc. WEN Leadership Webinar Series 6 Steps for Managing Others, With or Without Direct Authority Step 1: Describe the overall vision or objective Step 2: Co-create clear expectations Step 3: Co-create accountability Step 4: Challenge them to deliver with a high standard of excellence Step 5: Give frequent feedback

Copyright 2010, Women’s Leadership Coaching Inc. WEN Leadership Webinar Series How do you give feedback when people are performing well? How do you give feedback when they are not performing well?

Copyright 2010, Women’s Leadership Coaching Inc. WEN Leadership Webinar Series 6 Steps for Managing Others, With or Without Direct Authority Step 1: Describe the overall vision or objective Step 2: Co-create clear expectations Step 3: Co-create accountability Step 4: Challenge them to deliver with a high standard of excellence Step 5: Give frequent feedback Step 6: Celebrate their success!

Copyright 2010, Women’s Leadership Coaching Inc. WEN Leadership Webinar Series What do you do, to celebrate success?

Copyright 2010, Women’s Leadership Coaching Inc. WEN Leadership Webinar Series 6 Steps for Managing Others, With or Without Direct Authority Step 1: Describe the overall vision or objective Step 2: Co-create clear expectations Step 3: Co-create accountability Step 4: Challenge them to deliver with a high standard of excellence Step 5: Give frequent feedback Step 6: Celebrate their success!

Copyright 2010, Women’s Leadership Coaching Inc. WEN Leadership Webinar Series What to do when things go off-track: Return to the list of six steps Assess which one may be lacking, and take action.

Copyright 2010, Women’s Leadership Coaching Inc. WEN Leadership Webinar Series What additional things can a good manager do when things go off-track?

Copyright 2010, Women’s Leadership Coaching Inc. WEN Leadership Webinar Series 6 Steps for Managing Others, With or Without Direct Authority Step 1: Describe the overall vision or objective Step 2: Co-create clear expectations Step 3: Co-create accountability Step 4: Challenge them to deliver with a high standard of excellence Step 5: Give frequent feedback Step 6: Celebrate their success!

Copyright 2010, Women’s Leadership Coaching Inc. WEN Leadership Webinar Series EXERCISE: 1) Identify a ‘Management Challenge’ to take on 2) Plan how you will use the 6 steps for managing others.

Copyright 2010, Women’s Leadership Coaching Inc. WEN Leadership Webinar Series A Q &

Copyright 2010, Women’s Leadership Coaching Inc. WEN Leadership Webinar Series Meresa’s 4 Keys to Success 1.Have the courage to put yourself out there. It is ok to show some humility. 2.Demonstrate respect for and embrace others points of view 3.Empower team members 4.Give credit and recognition frequently for successes

Copyright 2010, Women’s Leadership Coaching Inc. WEN Leadership Webinar Series Become a WEN Member!

Copyright 2010, Women’s Leadership Coaching Inc. WEN Leadership Webinar Series How many people joined your group today? Please send your list with names and s to:

Copyright 2010, Women’s Leadership Coaching Inc. WEN Leadership Webinar Series This presentation will be available in 24 hours at: /wenwebinar5.htm Available for 30 days.

Copyright 2010, Women’s Leadership Coaching Inc. WEN Leadership Webinar Series Give us your feedback! You will receive a survey requesting your feedback on this webinar.

Copyright 2010, Women’s Leadership Coaching Inc. WEN Leadership Webinar Series Discussion Questions 1.What are potential ‘Management Challenge’ assignments you could take on? 2.What are ways to begin an initiative so that the team are on the same page? 3.What are some effective ways to encourage and motivate others, in the course of day-to- day work? 4.What are effective ways to re-direct others when they are not performing to expectations?