Tactics, Tools and Takeaways for Chapter Education Leaders

1. Tactics, Tools and Takeaways for Chapter Education Leaders WELCOME to the 2006 Education Track

2. Your Facilitators • Jamie McDonough, International Chapter Leadership Committee (ICLC) • Yvette Remschel, CMP, ICLC • Chuck Schouwerwou, CMP, ICLC • Elizabeth Henderson, CMM, CMP Director of Canadian Development

3. We are part of the team that will guide you through some of your journey over the next two days…. IT’S ALL ABOUT YOU!

4. How To Participate • Listen, contribute and ask questions. • Be comfortable. If you need to stand up and stretch, that is OK. • Think of how you can apply what you learn. • Observe and share...with the whole group. • Cell phones/pagers/things that beep … off , on silent or vibrate please. • Have fun!

5. Meet Your Neighbours • In the next five minutes, introduce yourselves to your table-mates (exchange business cards!) • What do you want to learn from this session? • Elect a spokesperson to share one thing with the group.

6. Hands Up…! • How many of you have been on a chapter Board before? • How many of you have been there in this specific role? • How many have been at the Chapter Leadership Conference before?

7. Hands Up…! • Who is here from Canada? • Who is here from Europe? • Who is here from the USA? • Anybody here from somewhere else? • Who wants to be from somewhere else? (Just kidding)

8. What Will I Learn? • Recognize how your role supports others within the Board, in achieving your strategic goals and improving your leadership skills. • Learn the minimum requirements for chapter education programs as outlined in the chapter bylaws and minimum standards. • Become aware of and learn to find on-line resources (Chapter toolkits)

9. What Will I Learn? • Write learner outcomes that reflect specific measurable outcomes involving the audience and their new skills • How to use the Education Plan Template • Review the Platinum Program and be able to book speakers • Interpret Members Solutions results to plan better education programs

10. This afternoon’s session This afternoon, you will learn: • Recognize how your role supports others within the Board and in achieving your strategic goals. • Become aware of and learn to find on-line resources (Chapter toolkits)

11. MPI Acronyms You’ve noticed that MPI uses a LOT of acronyms. Here are some important ones: • IBOD (International Board of Directors) • ICLC (International Chapter Leadership Committee) • CRM (Chapter Relations Manager) • CEU (Continuing Education Credit) • ROI (Return on Investment)

12. Leadership Skills for Boards • Communicate. • Listen. Seek to understand before you seek to be understood. • Speak! Don’t be afraid to be understood. • Question? This leads to greater understanding and better decisions. • Make decisions based on situation notpersonality; avoid all appearance of conflict of interest.

13. Conflict of Interest An apparent conflict of interest occurs when the answer to the following question is "yes": Would a reasonably informed person perceive that the performance of the director's duties and responsibilities could be influenced by their financial or material interest?

14. Conflict of Interest Occurs when: • a board member diverges from the Chapter’s professional obligations to a private interest involving actions that are determined by personal or financial gain • a board member acts in a position of authority on an issue in which they have financial or other interests

15. Conflict of Interest Examples • Directors could be in conflict of interest if they offer services to the chapter on whose board they serve even if the charge for these services is at or below the market value. • A board member who has check writing/signing authority is responsible for paying invoices from a relative or business partner for legitimate services to the chapter • The chair of a chapter event receives complimentary registration and hotel for an event; A Chapter's entire board receiving a discount to an event • Executive committee is chapter nominations committee

16. Leadership Skills For Boards Know your responsibilities. The Board of Directors must: • Know and review the strategic plan. Set objectives accordingly. • Discuss all issues, including questioning ideas and processes. Don’t succumb to “groupthink”. • After the discussion has taken place, they must support the group decision. • Communicate and be prepared to work in teams to accomplish objectives.

17. The Board “Life Circle” All roles on the Board are intertwined. Communications informs and drives attendance at events. Finance helps create a strategic budget that supports chapter goals, including education. You – Education - aid Membership in the retention and recruitment of new members through provision of quality programs.

18. The Board “Life Circle” Administration keeps the Board working according to the bylaws, and keeps the record of your progress. Your President, President-Elect and Past President look to the future to keep the organization aligned with the strategic plan. You must all work togetherto create and take advantage of the synergy of the team.

19. Group Exercise: 10 minutes • At your tables, discuss how your chapter currently operates as a team and how you might be able to improve that process through better communication. • Questions to ask: • Who needs to know this information? • When do they need to know? • How do they need to receive it? • Did they get the message?

21. Our Strategy It all goes back to the MPI strategic plan, Pathways to Excellence. The three objectives of the plan are: • Create professional development pathways and resources that enable members to evolve their careers towards positions of strategic understanding and influence • Increase awareness and influence about the value of meetings with senior decision-making executives at corporations, associations and organizations • Identify trends and deliver innovative solutions to ensure MPI is the premier market place for both suppliers and planners.

22. How You Support Our Strategy The primary way chapter education affects the strategic plan is directly related to Objective 1: Create professional development pathways and resources that enable members to evolve their careers towards positions of strategic understanding and influence. In other words, “Education”

23. How You Support Our Strategy Chapters also support Objectives 2 and 3: Increase awareness and influence about the value of meetings with senior decision-making executives at corporations, associations and organizations Identify trends and deliver innovative solutions to ensure MPI is the premier market place for both suppliers and planners. In other words, “Influence” and “Opportunity”.

24. Education Toolkit on My MPI The toolkit on My MPI can be found at: http://www.mpiweb.org/CMS/mpiweb/mpicontent.aspx?id=2354 It includes: • Platinum program detail • Sample contracts • CEU information • Best Practices

25. Questions?

26. WELCOME TO DAY TWO!! EDUCATION TRACK BUILD YOUR NETWORK… Please sit in different seats and with different people than yesterday!

27. Remember… • Listen • Speak • Ask Questions It’s all about you!

28. Your Facilitators today • Jamie McDonough, ICLC • Yvette Remschel, CMP, ICLC • Chuck Schouwerwou, CMP, ICLC • Rachel Robichaud, Platinum Specialist • Dawn Myers, Director of Research • Elizabeth Henderson, CMM, CMP, Director of Canadian Development

29. Today, you will learn: • Learn the minimum requirements for chapter education programs as outlined in the chapter bylaws and minimum standards. • Write learner outcomes that reflect specific measurable outcomes involving the audience and their new skills. • How to use the Education Plan Template • Review the Platinum Program and be able to book speakers. • Interpret Member Solutions results to plan better education programs

30. REVIEW • What are the three objectives of the strategic plan? • Education • Influence • Opportunity

31. What We Need From You There are several things we need from each chapter. From the Education team, this is of course the Education Plan. At least 6 Educational programs with a confirmed speaker that have distinct learner outcomes supporting one or more objectives of the Strategic Plan.

32. What WeNeed From You These must be submitted in two installments: The first, for July – December, is due August 1, 2006. This is also the due date for the chapter strategic plan, business plan and budget. The second, for January – June, is due January 2, 2007.

33. What do You Mean by “Education Program”? • An education program is not a networking session, although it may start or end with networking • An education session should be at least 60 minutes in length. This allows participants to get a 0.1 continuing education credit if desired. (One full credit is 10 hours of education) • There should be clear, measurable learner outcomes related to the 13 skill families

34. Education Plan Template

35. Education Plan Template By month, the template asks for: • Which of the 13 skill families does it target? • How the program supports strategic objectives • Education (Learner outcomes) • Influence (Raising awareness of the industry) • Opportunity (Creating a marketplace) • Level of education • Novice or general interest • Intermediate • Advanced • Who the speaker is

36. Writing the Education Plan: The Process & Tools • Step 1: Know your members and their needs • Member Solutions • Industry trends • Step 2: Use your Resources • Education Toolkit on MPIWeb • Education plan template • Platinum programs • MPI staff, chapter leaders, other chapters • Local speakers, speaker bureau • FutureWatch, white papers

37. Step 1: Know Your Members Great education plans aren’t created in a vacuum. They should be targeted to the needs of your members, in relation to their experience and the skills that they will need to succeed in the changing marketplace.

38. Dawn Myers MPI Director of Research

39. Skills Assessment Aggregate Report • One of many tools for consideration • Validity increases with participation • Process: • Your members assess their proficiency level in 167 skills • They select a job against which to compare themselves • Proficiency levels and gaps are calculated and averaged across your membership to generate an aggregate chapter report

40. Aggregate Report

45. Aggregate Report Feedback • Content – is this the information you need? • Format – is it easy to read and understand? • How will you use this report? • Additional Suggestions

46. Numbers to Date PlannersTotal Canada 102 149 Europe 39 65 Latin America 1 3 United States 987 1240

47. Industry Trends • How do we know what the trends are? • Future Watch • International events • White papers and research • The Global Corporate Circle of Excellence • White papers include: • Defining a Strategic Meetings Management Program • United Planners and Suppliers in Collaborative Business Processes • Demonstrating Professional Value through an SMMP

48. Industry Trends • How do we know what the trends are? • Ask Your Members! • Newspapers • Business books • The Tipping Point • Blink • Legislation • Sarbanes Oxley • Western Hemisphere Travel Initiative HOT TOPIC!!!

49. Step 2: Use Available Resources • Platinum Program • Education Toolkit on My MPI • Education Plan Template • Education Topic Areas Also: • Other chapter’s experience • MPI Staff • Local/national speaker bureaus

50. Platinum Program Rachel Robichaud Platinum Program Specialist