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The ABCs of Board Orientation. A template for adaptation by your association. PREPARATION. Things to think about before you begin…. Timing. Time of year Length of session. Participants. Directors Staff? Committee leadership? Others?. Speakers?. Past Presidents Community leaders

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The ABCs of Board Orientation


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    1. The ABCs of Board Orientation A template for adaptation by your association

    2. PREPARATION Things to think about before you begin….

    3. Timing Time of year Length of session

    4. Participants • Directors • Staff? • Committee leadership? • Others?

    5. Speakers? • Past Presidents • Community leaders • Senior staff • State reps. • Outside consultants • Others?

    6. Materials

    7. Include: • Either in a packet or links to your intranet on your association’s website (or both”) • Strategic plan • Bylaws and policies • Committee descriptions and rosters • Staff roles and roster • Calendars • Key websites • Parliamentary procedure charts

    8. What should you cover?

    9. Icebreaker Begin with some type of icebreaker that provides for introductions of everyone with some personal information included

    10. Organizational Review

    11. Your association

    12. Governing documents Bylaws Policies and procedures

    13. Association structure/reporting process

    14. Budgeting and Financial Review • Developing & managing the budget • Relationship to plan • Percentage of staff time • Estimated direct expense/income • When will money be spent? Plan for liquidity • How to Read a Financial Statement

    15. Financial statements

    16. evaluating your programs and products

    17. The Board’s Duties

    18. Defining purpose: why are we here and what do we do?

    19. Fiduciary duties

    20. Liability Antitrust • price-fixing, • boycotting • tying agreements NAR E & O

    21. Working with staff

    22. Key Points

    23. Role of the Board of Directors in Ethics Enforcement Professional Standards Responsibilities

    24. When, how, where Communication Practices/Expectations

    25. With membership, community, committees, more Being engaged

    26. Fair share, other award levels, directors’ commitment expected RPAC AND CALLS TO ACTION

    27. Role in the community

    28. Expectations Spokesperson Policy Ambassadors

    29. Meetings

    30. Calendar • Key association meetings • Directors/membership/other • Special events • State meetings • NAR meetings

    31. Effective meetings

    32. Key points for board meetings • Review standard directors’ agenda • Review agenda and materials prior to meetings • Participate – healthy disagreement is good! • Honor confidentiality • Egos • Consensus-building

    33. Call the question!! Basic parliamentary procedure

    34. The key motions

    35. Recruiting new leaders

    36. How we do it here:

    37. Other Ideas for recruitment

    38. Other Resources

    39. REALTORS®, are you looking for an introduction to getting involved in your local or state REALTOR® association? AEs, are you looking for a comprehensive tool for training potential leadership? Introducing the REALTORS® Excelling in Association Leadership (REAL) Six module course, available online: http://www.realtor.org/courses/realtors-excelling-in-association-leadership-real

    40. NAR Volunteer Leadership Guide http://www.realtor.org/governance/volunteer-leadership-guide

    41. NAR’s Realtor leadership program (RLP http://www.realtor.org/programs/realtor-leadership-program-rlp

    42. YOUR ideas?