Operations Training

Operations Training Introduction Lesson 1 Lesson 1 Developed by D/Lt E J ‘Betty’ Dysart, JN

Introduction Lesson 1 Purpose of OT Program • Personal • Acquaint new members of USPS to: • Advantages of membership • Opportunities for self through civic service, self-education & fellowship • Update seasoned members to all the changes Organizational Develop new members by encouraging involvement in USPS activities Identify potential leaders >>

Introduction Lesson 1 Time Commitment & Expectations • The entire Program takes about 8 hours • Approx. 4 hours per session • On 2 Saturdays • Each session will include multiple breaks • Classes will begin & end on time • No final exam >>

Introduction Lesson 1 Time Commitment & Expectations • Reading assignments for homework • Materials available - on-line & downloadable • OTP Manual • Operations Manual • Job Descriptions • Bylaws Also on CD HANDOUT # 1 CD of Manuals, Descriptions, Bylaws >>

Lesson 1 Introduction to USPS, the Courses & Seminars Squadron, District, & National Organization Lesson 2 Education &Training Staffing Committees Leadership Scheduling Lesson 3 Finding Solutions Communications Conducting a Meeting Case studies Lesson 4 USPS Protocols Using the tools Introduction Lesson 1 Class Schedule Next Session Todays Topics >>

Introduction Lesson 1 About Operations Training • Structure of organization • How it operates • The objects • Relationship among levels • Squadron, district & national • Available educational course materials • Leadership development • Committee management • Problem solving • Teambuilding >>

Introduction Lesson 1 Highlights of USPS History Four U.S. presidents commended USPS, for service to the nation & the American people. • 1913: A “Power Squadron” organized within Boston Yacht Club in January 1913 • 1914: United States Power Squadrons founded February 1914 • 1945: USPS headquarters established - New Jersey District organization developed • 1982: Women admitted as members for first time >>

Introduction Lesson 1 What about Your Squadron’s History? What’s the story behind Your Squadron’s burgee ? When was Your squadron founded? Diablo 1958 ?______________? In what district has it been assigned? District 25 ?_____________? >>

Introduction Lesson 1 Lesson 1 - Agenda • Module I • Introduction to USPS, it’s Educational Courses & Seminars • Squadrons of USPS • Districts of USPS • USPS National Organization >>

Introduction USPS Mission Statement Facing outward - - - To promote recreational boating skills and boating safety through education, hands-on training and civic activities Facing inward - - - while providing fellowship for USPS members >>

Introduction The USPS Triangle The graphic representation of USPS Mission >>

Introduction USPS Vision Statement USPS - recognized as: “The national leader for improving boating safety through outstanding educational programs and civic activities Strong with a growing membership and increased member satisfaction” >>

Introduction Achievement Members Achieve The USPS Mission • Through voluntary contributions - time & energy • Teams of people with common goals • Engaged in worthwhile activities for the common good >>

Be Be >>

Introduction The MissionSelf Education Learning from experienced instructors Material continually updated to keep members informed of latest developments Self-study “Learning Guides” are available on a variety of subjects related to boating >>

Introduction TheMission Civic Service Learning Lamp >>

TheMission Fraternal Boating Club Introduction A District 25 Cruise & Rendezvous >>

Introduction Membership Is a Privilege Types of Membership & Requirements • Active • Willing and able to contribute time, energy & skills to USPS • Accepted by Squadron ExCom • All applicable entrance fees & dues paid • Granted voting rights - If at least 18 years of age • Sea Scout/Apprentice • Age 12 – 24 • Honorary – good for one year, ExCom bestowed • Corporate – limited, approved by BOD only >>

Introduction Categories - Service & Dues Definitions • Senior Member – earned 5 merit marks • Life Member – earned 25 merit marks • GBMember Emeritus – earned 50 merit marks • 25-Year Member – member for 25 years • Sustaining Member – paid a lump sum equal to 20 times the then-current national dues >>

Introduction Membership’s Many Benefits Intangible benefits: Are the most important • Includes knowledge & skills of seamanship, piloting & navigation, • Life-long friendships, • Self esteem, • Developing individual potential • …the list is endless >>

Introduction Membership’s Many Benefits Tangible benefits: • Leadership opportunities & experience, • Amateur radio net, • On-the-water activities, • The ENSIGN, • Discounts, • ………..the list is long >>

Introduction Some Tangible Benefits Access these and more on USPS website >>

Introduction The Officers • National, district and squadron • Elected or appointed • Bridge • Commander (Cdr) • Executive Officer (XO) • Educational Officer (SEO) • Administrative Officer (AO) • Secretary (Secy) • Treasurer (Treas) * * * * * The assistants are elected as well >>

Introduction & Committees • General, Standing & Departmental • Elected or appointed • Chairs & Assistant chairs • Committee Chairs are also officers • Some committees in Ed Dept are known as Local Boards • Rank is also an indicator of level at which the committee is serving: • Squadron = Lt • District = D/Lt • National = R/C and Stf/C >>

Introduction Merit Marks • For significant service related to achieving the USPS mission • Only 1 MM possible in any given year • Rewards of service are limitless, however, a MM is the only “paycheck” received It’s vital to submit merit mark hours on a timely basis! >>

Introduction Merit Marks Senior Member 5 merit marks ?_________________? Life Member 25 merit marks ?_________________? >>

Introduction Recap – USPS Mission Self Education ?_________________________? What are the 3 sides of the Mission triangle? Civic Service ?_________________________? Fraternal Boating Club ?_________________________? >>

Organization United States Power Squadrons The Organization >>

Organization OrganizationallyUSPS Has 3 Levels Active Members may become elected or appointed officers at all three levels of the USPS organization, simultaneously: • Squadron • District • National >>

Organization Officers Reviewing the Ranks SquadronDistrictNational Commander Cdr D/C C/C Department Lt/C D/Lt/C V/C Assistant 1st/Lt D/1st/Lt R/C Chairman Lt D/Lt R/C Asst Chairman ----- ------- Stf/C HANDOUT # 2 Reviewing the Ranks >>

Organization Squadron Membership Is Ruling Body Squadron We the members: • Decide the dues & fees to be assessed on ourselves • Adopt and amend bylaws to govern ourselves • Elect our officers and some committees • Adopt budget and charge leaders to live within Most work is done through committees: elected and appointed >>

Squadron Organization District Executive Officer Organization Squadron Past Commander HANDOUT # 3 Squadron Chart >>

Organization Executive Committee Reports to Membership Squadron • ExCom • Process applications for membership, • Approves budget to be submitted to membership for adoption • Approves Educational schedule - times & places for courses, seminars, programs on advice of SEO >>

Organization Executive Committee Reports to Membership Squadron ExCom • Designates depositories for squadron funds • On advice of Treasurer • Makes appointments to Standing Committees • advises Cdr on other appointments • Hears reports of Committees • Enforces the authority given it by the bylaws • Institutes disciplinary proceedings >>

Organization General Committees Report to Membership Squadron • General committees - Elected • Auditing • Nominating • Rules >>

Organization Standing Committees Report to ExCom Squadron • Standing committees - Appointed • Budget & Finance • Housing • Law officer • Planning • Personnel • Property • Supply officer In some Squadrons these 2 committees are departmental within the Treasurer’s Department >>

Organization Bridge Officers Squadron The Commander: • Ranking officer of squadron • Responsible for its growth & vitality • Ex officio member of all committees except Auditing, Nominating & Rules • Appoints delegates to Conferences & GBs • Appoints chairs to appointive committees >>

Organization Bridge Officers Squadron The Commander: • Presides at all squadron meetings • general membership & executive committee • Voting Member at national meetings (GB & AM) & district meetings (Council & Conference) • Responsible for proper turnover at the end of term to successor >>

Let’s take a 10 min Break Please return when you hear the bell END OF BREAK >>

Committees Boat shows Cooperative Charting Legislative Liaison Public Relations Radio-Technical Safety Vessel Safety Check Organization The Executive Department Squadron >>

These are the external functions of the squadron Ex officio member of all committees in XO dept. If Cdr absent, perform Cdr duties & functions Responsible for proper turnover at the end of term Organization The Executive Department Squadron Headed by the Executive Officer (XO) >>

Organization The Educational Department Squadron • Local Boards • Boating (LBB) • Advanced Grades (LBAG) • Elective Courses (LBEC) • Seminars (LBS) • Class Chairs • Instructors • Proctors • Committees • Teaching Aids • Property & Supplies >>

Manages the Educational Department, Schedules courses, seminars Trains & certifies instructors Conducts ABC3 on behalf of Squadron Member of District Educational Dept. Serves as liaison for information received from district and national Gives proper turnover at the end of term Organization The Educational Department Squadron Headed by the Educational Officer (SEO) >>

Committees Boating Activities (Cruise & Rendezvous) Meetings Membership Membership Involvement Operations Training (Leadership Development) Organization The Administrative Department Squadron >>

These are internal functions of squadron Ex officio member of all committees in AO dept. If Cdr & XO absent, AO performs Cdr duties & functions Execute end-of-term turnover Organization The Administrative Department Squadron Headed by the Administrative Officer (AO) >>

Committees Computer Systems Editor (Newsletter) Historian Roster Telephone (Calling) The ENSIGN correspondent Organization The Secretary’s Department Squadron >>

Responsible for all the non-financial records Squadron correspondence, minutes, calls for meetings Maintain official squadron member data (DB2000) Complete OD-2 (Officer Report) Complete end-of-term turnover Organization The Secretary’s Department Squadron Headed by the Secretary (Secy) >>

Organization The Treasurer’s Department Squadron • Committees • Property • Supply >>

Collect & disburse squadron funds Keep appropriate records, make required reports File tax forms & returns Ensure all squadron funds properly accounted for & in proper depositories Work closely with Budget & Finance, and Auditing Committees Complete end-of-term turnover Organization The Treasurer’s Department Squadron Headed by the Treasurer (Treas) >>

Organization USPS Districts District >>

Operations Training