Effective Leadership Strategies

1. Effective Leadership Strategies Retaining Current Leaders & Recruiting New Leaders

2. Overview/Objectives Learn What Effective Leaders Possess (that others don’t) Understand Best Practices for Supporting Current Leaders Ways to Identify & Encourage Future Leaders How to Develop an Effective Leadership Succession Plan

3. What Effective Leaders Possess (That Others Don’t)

4. What Effective Leaders Possess • Leadership qualities – Group consensus • Survey says….. • Enhancing your leadership skills

5. Group Participation Do you have at least one effective leader that you interact with on a frequent basis? Name 2-3 qualities that you think make that person an effective leader

6. Survey says…. • Be clear about what needs to be done • Express vision of a desirable future in simple language • Idea generator • Inspire others to follow • Challenge assumptions • Accept & use conflict as needed • Are imitated by others • Are persistent about getting results • Others listen • A convincing person • Recognize & utilize the unique value of others • Tackle difficult problems • Can accept not being liked • Not paralyzed by mistakes • Recognize limitations

7. Group Participation Can you relate with the qualities listed on the previous slide? Are you that effective leader? Do you want to be that effective leader?

8. Enhancing Your Leadership Qualities • Take Initiative • Inspire & Motivate • Analyze Your Strengths & Weaknesses • Listen (Mindful Listening) • Deal with Conflicts • Be a Follower

9. Current Leaders Why Knowing What You Need to Do Matters

10. Supporting Current Leaders • COPAS Organization • Resources • Networking opportunities

11. COPAS Organization • Source: COPAS Website: COPAS Leadership Handbook, Section 3 • COPAS Council (Society Presidents/Voting Representatives) • COPAS Board (9 members, staggered terms; 3 elected every 3 years) • COPAS Standing Committees, Subcommittees and Special Committees (such as Audit, Joint Interest, Revenue, Small Oil & Gas Companies) • COPAS Office Staff (Tom Wierman, Angie Knipe, Vanessa Galindo) • Source: Society Bylaws • Society Board • Society Committee Chairs

12. Resources • COPAS Leadership Handbook • Goals • Job Descriptions • Committee Charters • Committee Chair/Vice Chair Checklist • COPAS Committee Chair Desk Guides • Society Bylaws • Society “Toolkit”

13. Society Toolkit (Example) Contents: • Board Contact List • Committee-Board Liaison Contact List • Committee Chair Contact List • Meeting Dates • Newsletter Submittal Deadline Dates • NASBA/COPAS CPE Process & Reporting Requirements • Letterhead (blank) for communications • Society Logo • Chairperson Meeting Protocol Checklist • Committee Charters (see example next slide) • Society Standing Committee Voting Guidelines • Committee Meeting Minutes Etiquette • Society Social Media Policy • Society Storage Unit Information • Society Duties (from COPAS website) • COPAS Accounts Deadlines (from COPAS website) • Society Constitution and Bylaws

14. Networking Opportunities • Society Board meetings • Society Monthly Meeting Luncheon/Dinners & Committee Meetings • COPAS Mentoring opportunities for First Timers • COPAS Leadership Conference • COPAS Meeting Hospitality Suite & Reception • COPAS Committee Meetings

15. Future Leaders Identifying and Encouraging Them

16. Identifying & Encouraging Future Leaders • Identify enthusiastic members who may be in need of a mentor • Effective Mentoring Strategies • Periodic “check in”

17. Be looking for: Enthusiastic new members Experienced “seasoned” members Strengths that benefit the organization Weaknesses that can be strengthened with dedication and a good dose of mentoring

18. COPAS Mentoring • Dedicated program initiated during 2013/2014 • Initially developed to encourage First Timers to become “Next Timers” • Can be expanded to anyone/everyone • How many have been a COPAS Mentor? • How many have been COPAS mentee (benefited from a COPAS Mentor)?

19. Effective Mentoring StrategiesMentor • Mindful Listening • Be present (minimize distractions) • Be aware of mentoree’s needs (not your expectations) • Share your experience (has contributed to where you are today) • Be authentic (be your genuine self) • Listen with intention • Listen beyond your preconceived notions • Listen “wholistically” (beyond the words, be cognizant of mood, body language and subtext) • Be open to diversity • Listen to the silence (pauses are OK) • Listen for the question (what is the question not being asked?) • Listen for meaning (what your mentoree values)

20. Effective Mentoring StrategiesMentoree • Mindful Listening • Be present (minimize distractions) • Be aware of your expectations and understand that your mentor may not have all the answers (respect that) • Be authentic (be your genuine self) • Listen with intention • Be open to exploring alternatives you may not have considered • Listen to the silence (pauses are OK) • Listen with gratitude • Listen to reflect (on experiences you’ve gained through this opportunity) • Listen for change (mentoring results in change and change requires courage) • Listen to the future (avoid being stuck in the past)

21. Periodic “Check-in” • Monitor from a distance • Mentor with Purpose • Educate and Support with Resources (identified previously) • Follow-up periodically and get feedback on how things are going • Identify areas where improvement is needed to enhance the leaders experience • Mentorees: Don’t be afraid to ask for help when needed!

22. Effective Leadership Succession Strategies At the COPAS Society Level & Beyond

23. Effective Leadership Succession Strategies • Why is COPAS Leadership Succession Planning necessary? • Steps to Ensure Effective Succession Planning • Society Leadership Planning • COPAS Board/Society Board Interaction & Goal Setting

24. Why Participate in Succession Planning? Ensures organization sustainability Increases Transition Success Allows a “safety net” for “Burn out”

25. Effective Succession Planning • Establish measurable goals • Reevaluate succession planning program goals on an annual basis • Prepare current job descriptions • Periodically evaluate status of goals • Define roles of stakeholders in the organization (National & Society level) • Identify strengths to share and weaknesses to improve on at all levels of the organization

26. Society Leadership Planning • Society: Planning session prior to beginning of membership year • Outline goals for the year (should align with COPAS goals) • Ensure committee chairs are aware of what they need to do (meeting and quorum requirements, CPE documentation) • Allow time for committee chairs to ask for help • Committee Chairs sign up to sponsor a monthly Technical Session (Program Chair manages Dinner Speaker) • Society: Monthly Board meetings to manage ongoing business of the organization

27. COPAS Committee Leadership Resource Expectations – Board Liaison • Regularly attend meetings of assigned committee. • Represent the Board of Directors during committee meetings. • Update the President, Executive Director and other board members on committee activities. • Promote a positive working relationship between other committees. • Encourage the timely development of documented industry standards. • Encourage the timely development of educational material based on bulletins and other standards created by committees. • Provide access to COPAS Office resources to enhance and facilitate the creation and documentation of standards and educational material. • Be aware of committee membership, by company and by type of company, to encourage a balanced approach to problem solving.

28. Summary & Wrap-up What have we learned? Did we meet our objectives?

29. What have we learned? Qualities effective leaders typically possess Best practices to support and mentor current leaders What to do with potential new leaders once you identify them Effective leadership succession strategies to contribute to organization sustainability and avoid “burn out”

30. Anything Missing? Is there something that you wanted to hear or learn about, but didn’t?

31. Any Further Questions?