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A Practical Guide

JWL Consulting

1
 Slideshare.net/judithlindenau/

 Email

me: judith@judithlindenau.com
 Phone: 231-715-1416

JWL Consulting

2
1.

Gets the work done
(mission
accomplished)

2.

Does no harm

3.

Creates good will

JWL Consulting

3
 1.

Flawless
management

 2.

Create efficiency

 3.

Extend Respect

 4.

Anticipate the
pitfalls

JWL Consulting

4
JWL Consulting

5
TRUST

RESPECT

JWL Consulting

6
 Adopt

a clear, memorable vision statement
 Protect and honor the resource of time
 Define ALL roles and responsibilities
clearly
 Practice conflict avoidance

JWL Consulting

7
Death By
Meeting


Our meetings are
held to discuss
many problems
which would never
arise if we held
fewer meetings”—
Ashleigh Brilliant

JWL Consulting

8
MEETING PREPARATION
Good Meetings are three-fourths
preparation and one-fourth
theater.”—from Gail Godwin

JWL Consulting

9
 Meeting

Management
(handout)

 Control

of Meeting

• Identify expected

Timed Agendas
Proposed Motions

•

Roberts Rules

•

Advanced Preparation

•

Materials
Approve the Agenda

•

results from meeting
All persons speak
Limit length of remarks
Repeat motions before
voting
Chairman controls
meeting

JWL Consulting

10
 Position

Descriptions
for individuals
 Task descriptions for
Committees and Work
Groups
 Clear Description of
expected results and
time frames
 Always appoint a
single person
responsible

 “To

Do” list at the end
of the meeting
minutes
 Responsibility Flow
Chart
 Process, not results

JWL Consulting

11
All Volunteers and Staff

 Position Title
 Reports to?
 Goal or purpose of position
 Major responsibilities
 Time commitment
 Work hours
 Qualifications (skills, personal, commitment
 Work location
 Date of position design or re-design

level)

*Worksheet Available

JWL Consulting

12
Public Request

In Writing

Staff Receives

Committee Reviews and Recommends Action to Board

Board Reviews and Recommends Action

Budget

Implementation
JWL Consulting

13
 Be

Transparent
 Educate in Advance
(Hold a rehearsal)
 Clearly Define
Outcomes
 Paper Trail
 No Surprises for
Anyone
 Clear policies (Conflict
of Interest)
JWL Consulting

14
 Single

Action
 10-12 words
 Place everywhere
 A slogan
 For internal use
 Guides allocation of
resources

JWL Consulting

15
 1.

Define roles and goals
 2. Show respect
• Start, end on time
• Recognize and Thank

• Inform and follow up
• Solicit opinions from everyone

JWL Consulting

16
 Minutae

 Overlong

meetings
 Micro management
 Reinventing
governance
 Un-educated
participants
 Poor meeting
preparation

JWL Consulting

17
 1.

Know the rules
 2. Keep a low profile
 3. Understand areas of liability and
vulnerability
 4. Build a trained volunteer corps

JWL Consulting

18
JWL Consulting

19
 Volunteers

have
ideas, strategies,
knowledge
 Staff are the
implementers, the
budget planners, the
consistency of
operations
 Keep

a low profile!
JWL Consulting

20
JWL Consulting

21
 Topics

• Basic operations
• Financial reports
• Responsibilities/
• Expectations

• Acronyms and jargon
• Annual Calendar

JWL Consulting

22
All Volunteers and Staff

 Position Title
 Reports to?
 Goal or purpose of position
 Major responsibilities
 Time commitment
 Work hours
 Qualifications (skills, personal, commitment
 Work location
 Date of position design or re-design

level)

*Worksheet Available

JWL Consulting

23
Task

Responsibility

Sets Board Meeting Agenda
Research Agenda Topics, compile meeting information
Association Spokesperson
Signs Checks for unbudgeted items
Recruits new Board Members
Staff performance evaluations

Produces first draft of budget
Oversees committee work
Liaison to Committees

JWL Consulting

24
Builds Strong Teams

JWL Consulting

25

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Staff and volunteer relationships

  • 1. A Practical Guide JWL Consulting 1
  • 2.  Slideshare.net/judithlindenau/  Email me: judith@judithlindenau.com  Phone: 231-715-1416 JWL Consulting 2
  • 3. 1. Gets the work done (mission accomplished) 2. Does no harm 3. Creates good will JWL Consulting 3
  • 4.  1. Flawless management  2. Create efficiency  3. Extend Respect  4. Anticipate the pitfalls JWL Consulting 4
  • 7.  Adopt a clear, memorable vision statement  Protect and honor the resource of time  Define ALL roles and responsibilities clearly  Practice conflict avoidance JWL Consulting 7
  • 8. Death By Meeting  Our meetings are held to discuss many problems which would never arise if we held fewer meetings”— Ashleigh Brilliant JWL Consulting 8
  • 9. MEETING PREPARATION Good Meetings are three-fourths preparation and one-fourth theater.”—from Gail Godwin JWL Consulting 9
  • 10.  Meeting Management (handout)  Control of Meeting • Identify expected Timed Agendas Proposed Motions • Roberts Rules • Advanced Preparation • Materials Approve the Agenda • results from meeting All persons speak Limit length of remarks Repeat motions before voting Chairman controls meeting JWL Consulting 10
  • 11.  Position Descriptions for individuals  Task descriptions for Committees and Work Groups  Clear Description of expected results and time frames  Always appoint a single person responsible  “To Do” list at the end of the meeting minutes  Responsibility Flow Chart  Process, not results JWL Consulting 11
  • 12. All Volunteers and Staff  Position Title  Reports to?  Goal or purpose of position  Major responsibilities  Time commitment  Work hours  Qualifications (skills, personal, commitment  Work location  Date of position design or re-design level) *Worksheet Available JWL Consulting 12
  • 13. Public Request In Writing Staff Receives Committee Reviews and Recommends Action to Board Board Reviews and Recommends Action Budget Implementation JWL Consulting 13
  • 14.  Be Transparent  Educate in Advance (Hold a rehearsal)  Clearly Define Outcomes  Paper Trail  No Surprises for Anyone  Clear policies (Conflict of Interest) JWL Consulting 14
  • 15.  Single Action  10-12 words  Place everywhere  A slogan  For internal use  Guides allocation of resources JWL Consulting 15
  • 16.  1. Define roles and goals  2. Show respect • Start, end on time • Recognize and Thank • Inform and follow up • Solicit opinions from everyone JWL Consulting 16
  • 17.  Minutae  Overlong meetings  Micro management  Reinventing governance  Un-educated participants  Poor meeting preparation JWL Consulting 17
  • 18.  1. Know the rules  2. Keep a low profile  3. Understand areas of liability and vulnerability  4. Build a trained volunteer corps JWL Consulting 18
  • 20.  Volunteers have ideas, strategies, knowledge  Staff are the implementers, the budget planners, the consistency of operations  Keep a low profile! JWL Consulting 20
  • 22.  Topics • Basic operations • Financial reports • Responsibilities/ • Expectations • Acronyms and jargon • Annual Calendar JWL Consulting 22
  • 23. All Volunteers and Staff  Position Title  Reports to?  Goal or purpose of position  Major responsibilities  Time commitment  Work hours  Qualifications (skills, personal, commitment  Work location  Date of position design or re-design level) *Worksheet Available JWL Consulting 23
  • 24. Task Responsibility Sets Board Meeting Agenda Research Agenda Topics, compile meeting information Association Spokesperson Signs Checks for unbudgeted items Recruits new Board Members Staff performance evaluations Produces first draft of budget Oversees committee work Liaison to Committees JWL Consulting 24
  • 25. Builds Strong Teams JWL Consulting 25