1. Organizational Infrastructure
Building Systems to Create an Organizational Legacy

2. Organizational infrastructure
Why is infrastructure important to your organization?
Creating processes, systems and functions that will ensure consistency long after we’re gone from Baylor
Creating clearly defined roles for members & officers
Providing accountability

3. Organizational infrastructure
Where should infrastructure exist within your organization?
Constitution/By-Laws
Leadership
Advisors
Financial Systems

4. Organizational infrastructure
Your Constitution/By-Laws: the Foundation
Purpose & Goals Meetings
Membership Judicial Procedure
Leadership Financial Systems
Constitution Demonstration

5. Organizational infrastructure
Building on the Foundation: Leadership
Step 1: Job descriptions ~ a good job description includes information such as:
Goals Specific Tasks
Expectations Clear Language
Regular Duties Structure (hierarchy)
“And other various duties”

6. Organizational infrastructure
Building on the Foundation: Leadership
Step 1: Job descriptions
Step 2: Transition ~ Strong leadership infrastructure means having processes in place to ease the transition experiences for both outgoing and incoming officers such as:
Advisor Involvement Shadowing
Retreat/Meeting
Binders (or equivalent) to pass on

7. Organizational infrastructure
Building on the Foundation: Leadership
Step 1: Job descriptions
Step 2: Transition
Step 3: Equipping Leaders ~ Great leaders are equipped with all the necessary resources to be successful:
Bank account info Mailbox key
account Calendar
Website info S.O.L.D.
Student Activities
Advisor(s)

8. Organizational infrastructure
Building on the Foundation: Advisors
Step 1: Continuity ~ Keep your advisor(s) involved! Advisors can help your organization overcome issues with continuity if they are well informed!

9. Organizational infrastructure
Building on the Foundation: Advisors
Step 1: Continuity
Step 2: Leadership ~ Advisors are tremendous resources for you! From conflict resolution to knowing how to reserve rooms – learn to recognize the resource your advisor(s) can be!

10. Organizational infrastructure
Building on the Foundation: Advisors
Step 1: Continuity
Step 2: Leadership
Step 3: Approvals ~ As part of the University’s expectations of your organization, your Advisor(s) will be essential to your group’s University compliance processes

11. Organizational infrastructure
Building on the Foundation: Advisors
Step 1: Continuity
Step 2: Leadership
Step 3: Approvals
Step 4: Training ~ Just as you must equip your student leaders, you must also equip your advisor(s)! Create a training process for your advisor(s) in the event of an advisor change!

12. Organizational infrastructure
Building on the Foundation: Financial Systems
Step 1: Internal Approval Processes ~ The best organizations have internal processes through which the Treasurer and/or President approve all spending.

13. Organizational infrastructure
Building on the Foundation: Financial Systems
Step 1: Internal Approval Processes
Step 2: Checks & Balances ~ Be sure you have methods in place to provide accountability – especially to those in positions of leadership!

14. Organizational infrastructure
Building on the Foundation: Financial Systems
Step 1: Internal Approval Processes
Step 2: Checks & Balances
Step 3: Reporting ~ All organizations should have processes in place through which the Treasurer (or equivalent) makes a financial report to Executive Leadership and/or membership each semester/year.

15. Organizational infrastructure
Need help building YOUR infrastructure?
Call us!
Karin Klinger or Leslie Poe