1. Presidents Assembly Monthly Webinar October 20, 2011

2. Full recording available here: https://www1.gotomeeting.com/register/824366480 https://www1.gotomeeting.com/register/824366480

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

4. 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.

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

6. Presidents Assembly Leadership Lola Kakes Greater Tucson Chapter Chair-Elect presidentsassembly@nawbo.org Rachael Bender Southwest Florida Chapter Chair

7. 2011-2012 Presidents Assembly Steering Committee Sandy Spadaro NAWBO South Jersey PASC Northeast & Mid- Atlantic Region Deb Shea NAWBO Silicon Valley PASC Western Region Carolynne Mather NAWBO Lakeland Metro PASC Southern Region

8. Steering Committee Roles & Responsibilities 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 & meetings at national conferences Creating a community of chapter leaders Helping chapter leaders with strategic planning, problem resolution, etc.

9. Webinar Schedule Mark Your Calendar NOW! Webinars will be held on the third Thursday of every month at noon Eastern time. Upcoming Webinars: November 17 – NAWBO Strategic Plan and Q&A with Diane Tomb December 15 – Out of the Box Revenue Generating Ideas January 19 – How to Run More Effective Board Meetings February 15 – Grow Your Membership: Engaging Younger Generations Suggest a webinar topic by emailing presidentsassembly@nawbo.org

10. Poll Question Which topics are you most interested in hearing about on upcoming webinars: (Multiple Choice Choose TWO) –Revenue-generating ideas –How to grow membership –How to engage chapter in public policy –Board leadership issues –Developing your chapter’s strategic plan

11. 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.

12. News from National Rachael Bender PASC Chair

13. CHAPTER ADMINISTRATION ISSUES  Membership applications – when applications are mailed, do not attach post-it notes to the check. If you need to send a note, please do it on a separate piece of paper. Post-its are often lost.

14. OBJECTIVES  To increase and expand chapter support by providing tools to support our local chapters with improvements and updates on ongoing basis  The all-new Online Chapter Resource Center provides chapters:  Visual Resources and Instructional Presentations  Bylaws and Policies  Forms and Templates  Chapter Best Practices Library  Chapter Operations Manual  National Strategic Plan Overview and Strategic Plan Templates  All Chapter Board Members and Chapter Admin Staff have access to Online CRC. Please update your Chapter Board Roster. CHAPTER RESOURCE CENTER

15. OBJECTIVES  To increase and expand chapter support by providing tools to support our local chapters with improvements and updates on ongoing basis  The all-new Online Chapter Resource Center provides chapters:  Visual Resources and Instructional Presentations  Bylaws and Policies  Forms and Templates  Chapter Best Practices Library  Chapter Operations Manual  National Strategic Plan Overview and Strategic Plan Templates  All Chapter Board Members and Chapter Admin Staff have access to Online CRC. Please update your Chapter Board Roster. CHAPTER RESOURCE CENTER

16. Shown after you login Available to chapter leaders

17. Best Practices Library: We Need Your Help! We need your expanding the chapter best practice library. Please send us information with enough details for others to be able to implement in their chapter. Best Practice Areas: Board Governance Events & Programs Fundraising Marketing & Public Relations Member Recruitment Member Retention Miscellaneous Partnerships & Community Relations Miscellaneous Email presidentsassembly@nawbo.org

18. Best Practices Library: We Need Your Help! Chapter Documents We are looking for a variety of sample documents that you use to manage your chapter. Here are a few: Policy & Procedure Manuals Committee Descriptions & Committee Manuals Corporate Partner Packets Board Training Materials Memorandum of Understanding for Strategic Alliances Executive Director Contract What else would you like to see? Submit a question or raise your hand now. Email presidentsassembly@nawbo.org

19. NAWBO® and Ameriprise Financial partner to host “Real Women. Real Conversations” Join us for an afternoon of real conversations on how women are creating priorities and making the most of their day-to-day relationships. Keynote speaker is Suzy Welch, business owner, journalist and author of the New York Times bestseller 10-10-10: A Life-Transforming Idea. Suzy will share her strategies to help you make decisions and balance the priorities in your life. Then join our informal discussion and tell us how you’re doing it all. FREE to attend Dates and Locations Ft. Lauderdale, FL Thursday, October 27, 2011, 12:30 p.m. to 5:00 p.m. Indianapolis, IN Thursday, November 3, 2011, 12:30 p.m. to 5:00 p.m. http://www.nawbo.org/section_296.cfm

20. Poll Question Has your chapter had difficulty finding enough board members? –Yes –No

21. Poll Question Does your chapter provide leadership training for board members? –Yes, training by facilitator at board retreat –Yes, outside training for board members –No

22. Guest Speaker Marilyn Bushey CEO & Chief Learning Officer Power Performance and Communication, Inc.

23. Attracting, Retaining and Motivating Your Chapter Board

24. “I didn’t realize it was such a task to run a chapter.” “My worst experience was trying to understand people who make a commitment and don’t follow through with that commitment.” “People need to understand the seriousness of being a leader of NAWBO.”

25. In applying his research to the social sector, Jim Collins of From Good to Great fame found the principle of getting and hanging on to the right people in the first place or the "Who Principle" becomes even more important. “Get the right people on the bus. Get energetic, committed people, match skills and expertise to task.”

26. Learning Outcomes Sharing of best practices for attracting, retaining and motivating board members

27. 2011 Leadership Survey Criteria Chapter membership of 45 members or more Maintained or grew membership over the last 2 years or is one of the largest chapters Participants - 31 chapter leaders Presidents President-Elects Paid staff at the Executive Director Level and Above Qualitative Survey of 45 Minutes or Less Telephone 10 Questions

28. Attracting Be Selective “The chapter made the mistake of asking for volunteers for the board, big mistake, we sounded desperate, now we approach individuals and position them as a leader.” “We identify talent and recruit to fill gaps. The board members recruit new board members depending on the fit for a balanced board.” Have a Committee Structure “We find out where their passion is and bring them in as a committee chair with 1 or 2 assistants.” “We try to draw people into committees immediately.” “Board members grow through committee participation, we encourage delegation, and we believe people grow or go, so we groom as we grow.” “Our Goal – 2 new people on committees to train as future leaders.” Have a succession plan “A succession plan is the cornerstone of growth.” “We believe in keeping up the momentum. We have 5 people on the board who are under 30. Youth, technology, and balance are important for the future. We need energy!”

29. Flexibility Communicating and Listening Inspiring Others Collaborative Strategic Ability Business Acumen Resiliency Developing Others Building Networks Focused NAWBO Leader Competencies

30. Retaining Get Commitment “I have all my board members write a commitment letter to me in their own words and I email it back to them.” “Be very personal – I met with each person invited to be on the board 1 on 1 to get the total vision.” Educate Them “We have a training retreat in July with speakers who educate board members on how to proceed and how a board works to stay strategic instead of functional.” “We do leadership training every 3rd board meeting.” “We have a new board notebook” “We have a two step, transition board meeting, with both boards, to pass on info to incoming board members and then we have a retreat.” “During the first 90 days we educate new board members on what resources are available, we have a session for all the things you need to know such as email distribution list, how to do x, y, z, for example, amend bylaws.” Have a Strategic Plan and a Succession Plan “Have a 5 year Strategic Plan that immediately connects to operating plans.”

31. Motivating “Be a builder, not a fighter; be inclusive, encourage engagement, give pats on the back.” “With age comes wisdom, something may be very important, but not the end of the world.” “Be the example, you set the standard, enthusiasm is contagious, if you aren’t excited, no one else will be.” “Communicate ideas, new ways of thinking, as well as how to do’s” “People want to be recognized, appreciated, that, not money, is the delineating factor.” “Keep pressure off, remember they are volunteers, nip unproductive behavior in the bud, animosities, etc.” “Let others make their contributions”

32. Chapter Resource Center Objective:  To increase and expand chapter support by providing tools to support our local chapters with improvements and updates on ongoing basis  The all-new Online Chapter Resource Center provides: Visual Resources and Instructional Presentations Bylaws and Policies Forms and Templates Chapter Best Practices Library Chapter Operations Manual National Strategic Plan Overview and Strategic Plan Templates

33. Chapter Resource Center To access the Chapter Resource Center:  Log in with your username and password at www.nawbo.org  From the Member Main Menu, select Chapter Resource Center  If you don’t have your log in information, please contact Joyce Lee at chapterservices@nawbo.org.chapterservices@nawbo.org

34. Poll Question What would be the most effective way for NAWBO to offer training to your chapter leaders? (Multiple choice choose TWO) –Training Materials, Manuals, PowerPoint Presentations for us to present at Board Retreats –Videos to Watch online –Webinars –Regional Bootcamps/Summits –Training at National Conference

35. Questions?

36. Thank you for participating in NAWBO Presidents Assembly Webinar! We look forward to talking to you next month. The webinar will be on November 17 th at noon Eastern. To share this information with your chapter’s leadership, visit Chapter Resource Center on the National Website for the Powerpoint slides To Watch the entire Webinar visit our Facebook Fanpage

37. CONTACT NAWBO Member Services: memberservices@nawbo.orgmemberservices@nawbo.org Chapter Services: chapterservices@nawbo.orgchapterservices@nawbo.org Presidents Assembly: presidentsassembly@nawbo.org News/Article Submissions: publications@nawbo.orgpresidentsassembly@nawbo.orgpublications@nawbo.org Website/Technical Support: techsupport@nawbo.orgtechsupport@nawbo.org

38. Your Feedback is Welcome! Please send feedback to presidentsassembly@nawbo.orgpresidentsassembly@nawbo.org