1. WALL Leadership Conferen ce Leadership Tools October 5, 2012

2. Introduction Difficulty recruiting officer positions Lack of records/data Inconsistency in process and records Variation in member computer skills Maturing organization

3. Knowledge Needs How to run a meeting Who does what? How do we document finances, policies and procedures What data do we need to make decisions

4. Robert’s Rules of Order Brief review of rules most commonly used Two page summary $7.50 at Amazon.com Concise, economical resource

5. Treasurer’s Handbook One page summary info and contacts Examples of reports, forms, data List of Office CEE /LIR responsibilities Outcome: Smooth transition officers 2

6. Roles LIR and Office CEE Working Document Activity Role of LIR members Role of Office CEE support staff Update when changes Use as tool for discussion 3

7. Word Mark Up Tracks and displays changes Decision to accept or reject changes Can be used with multiple editors Word recognizes each computer user Outcome: Efficient and easy way to update administrative bylaws, policies and procedures and other documents 4

8. Financial Reports and Forms Excel spread sheet format Pricing Template Detail of bus tours/fee based activities Outcome: Data driven decision making 5,6

9. Demographic Data What data will you collect? What format will be used to collect data? How will you count/sort the data? How will you display the data? How will you use the data? Who has access to the data? Outcome: Data driven decision making

10. What Data Will You Collect Member information Name Address City Zip Code Phone Email address Age Work prior to retirement Year member joined Other info as necessary Types of Memberships Current Membership Corporate Membership New Members Nonrenewal Members Deceased Members

11. Data Collection Tools and Display Excel spread sheets Multiple columns Pivot tables to count information Pie Charts and graphs for display Web site- Sharing and getting ideas 9,8

12. How will you use the data? Member recruitment - UWO retirement meetings - Share the experience Financial decisions - Pricing of fee based activities - Profit/loss of fee based activities University liaison

13. Who has access to the data? Office Staff Steering Committee Others need to know basis Members can stipulate not to share email address Generalized info vs. member speci fic

14. WALL DATA Excel spread sheets limited Scrolling spread sheets allows one to compare each data descriptor Power point slides for comparison Web sites for additional information Based on 2011 data provided by organizations 10,11

15. WALL Wisconsin Association for Lifelong Learning WALL Mission: The purpose of WALL is to provide a communication network among all learning in retirement organizations in Wisconsin Membership: All learning in retirement organizations affiliated with or sponsored by post secondary organizations

16. WALL: Organization Affiliations 3 Affiliated with Technical Colleges 1 Affiliated with a Private College 1 Affiliated with a Senior Center 9 Affiliated with State Universities 14 Organizations located in 15 cities.

17. WALL: Year of Inception Range 1987-2005 Madison was first in 1987 Door County the most recent in 2005

18. WALL: Organization Names 7 Learning in Retirement 1 Society for Learning Unlimited 3 Lifelong Learning 1 LIFE (Learning is ForEver) 1 PLATO (Participatory Learning and Teaching Organization)

19. WALL: Organization Membership Average 417 members Range 144-1038 members

20. WALL: Annual Membership Fees Average fee $43 Range of fees $20-$75 1 at $10, 1 at $20, 1 at $30, 2 at $35, 2 at $40, 2 at $50, 1 at $60, 2 at $75 4 Prorate fees 6 Charge course fees range $5-$15 per session

21. WALL: Winter, Spring and Summer Terms All have winter and spring terms 7 have summer terms or activities

22. WALL: Annual Class Offerings Range 8-186 Average number 82 Local trips 4-20 Bus trips 3-25 International trips – 3 organizations Class lists are available on websites

23. WALL: Annual Class Offer ings continued: Fall kickoff meetings 11 Spring kickoff meetings 5 Annual meeting 11 Summer picnic/social 4 Other social activities 4: Holiday, Ice cream social, Game day, Choir

24. WALL: Web Sites All organizations have a web site 3 have online registration options All contain contact people, course catalogs and membership forms WALL web site at Stevens Point web site

25. WALL: Organizational Costs 4 Use paid presenters 6 Have classroom user fees 3 Have dedicated classrooms 8 Have free parking, other pay Support staff hours/ dollars vary One organization pays no dollars

26. WALL Clerical Support Costs Hard to quantify Staff support paid and unpaid Full time and part time Salary cost of administrative assistants and/or Directors Need a way to compare Suggest dollars per member wherever dollars are charged to the organization

27. Summary Need for computer skills for officers Need Data driven decision making Tools useful to make work easier Many resources available- computer, books and people

28. Questions and Answers ? Thank you for attending and sharing ideas

29. Word Markup How To Microsoft 2007 word Click on review Click on Tracking Make changes and comments Send to next reviewer Accept or reject changes

30. Pivot Table How To Microsoft 2007 Excel Check on top left hand corner of excel worksheet Check insert pivot table Select on separate worksheet Drag column names Click on pivot table graph Add a title