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Leadership Summit Session 3: Planning for Success in SLA Leadership. January 16, 2014 11:00 a.m.– 12:00 p.m. Today’s Presenters. Debbie Schachter, Past Chapter Cabinet Chair James King, Chapter Cabinet Chair-Elect Juliane Schneider, Division Cabinet Chair-Elect.

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leadership summit session 3 planning for success in sla leadership
Leadership SummitSession 3: Planning for Success in SLA Leadership

January 16, 2014

11:00 a.m.– 12:00 p.m.

today s presenters
Today’s Presenters

Debbie Schachter, Past Chapter Cabinet Chair

James King, Chapter Cabinet Chair-Elect

Juliane Schneider, Division Cabinet Chair-Elect

congratulations on your new role
Congratulations on Your New Role

Today we’ll cover:

sources of support and role requirements

Resources and information on the SLA website

Planning

planned succession
Planned Succession

What you should have received from your predecessor

Copy of the unit’s annual report

Transition interview / advice / mentoring

Ask for a timeline for execution of responsibilities if you don’t already have one in your policies and procedures document

If you haven’t done so already…

Review your position description

Review your unit’s policies & procedures or the SLA recommended practices for chapter or division

make appointments now
Make Appointments Now

Line up your board and/or committee appointments now to have in place in January

Review your governing documents, policies & procedures to know your appointment responsibilities and timing

Ensure your nominating committee get appointed early in the year

Recommended deadline for elections: October 1st

Start looking now to groom future leaders

plan your year
Plan Your Year

Schedule your board meetings well in advance

Be familiar with SLA’s strategic plan as well as your unit’s, so you can move us all forward

Think about what kind of leadership training might benefit your unit and ask your cabinet officers for help getting it

Plan to attend leadership webinars

Plan to attend cabinet meetings and leadership orientation at annual conference

tap into leadership communications
Tap Into Leadership Communications

Leadership discussion list

“Leadership Connections” blog

Board agendas, minutes, documents

Cabinet meetings & minutes

Idea banks (community of practice wikis)

Leadership webinars

more sla resources who we are what we do
More SLA Resources:Who We Are, What We Do

Cabinet officers

Unit board liaisons

SLA board

SLA staff

Major committees/councils: Finance, Nominating, Annual Conference Advisory, Membership

some of your obligations
Some of Your Obligations

Paperwork:

Leadership Responsibility Code form

You AND your elected board members

Unit officer & committee chair roster

Financial reports & bank statements, due Jan. 31

End of year annual report, due Dec. 1

SLA Governance

Representation in unit cabinets

more obligations
More Obligations!

Communication

Communication conduit between your unit and SLA

Mentoring and modeling for your unit

Know your governing document and unit policies/practices

Always keep your chair/president-elect in the loop

Review and update your unit practices through the year, and transfer files to new officers and archivist!!

Have a sense of humor about it all, try to have fun, and share your enthusiasm.

delegate
Delegate!

Use delegation strategically to help develop new talent in your unit

Look for opportunities to celebrate the success of those to whom work was delegated.

Use delegation to share some of the work load so YOU don’t burn out

Use delegation as a tool, not to avoid responsibility yourself

hidden gem leadership connections http slaconnections typepad com leadership connections
Hidden Gem – Leadership Connectionshttp://slaconnections.typepad.com/leadership_connections/
planning
Planning!

Is fun! (or not)

BUT

Complicated (and fun)

planning for annual
Planning for Annual

Treasurer

Go over your budget with your treasurer and decide how much you can spend

Set a goal for the amount of sponsorship funds you would like to acquire

Planner

Go over strategy for what kind of sessions you want and what divisions/other collaborators you want to approach.

planning for annual1
Planning for Annual

Vendor Relations/Sponsor Relations Chair

Include them in the strategy discussions

Collaborating with our sponsorship partners

Be aware that budgets may be based either on fiscal year (July-June) or calendar year (Jan.-Dec.)

Approach partners with sessions that speak to their business, that already have a solid outline/idea, and hopefully include co-division sponsors.

vendor sponsor collaborator
Vendor/Sponsor/Collaborator

Whatever you want to call them, they are an intrinsic part of SLA

Approach them like the colleagues that they are

Pre-existing relationships

Find out who in your division has them, and split up the collaboration/sponsorship approaches

Plan Plan Plan! Communicate Communicate Communicate!

year long planning
Year-Long Planning

Cultivate relationships with your fellow division chairs HERE.

Webinars

Twitter Chats

Cultivate relationships with your fellow chapter chairs HERE.

Webinars

Local events in areas with large concentrations of division members

year long planning1
Year-Long Planning

Delegate as soon as someone voices an idea for a session or event

Find out who in your division is good at running webinars!

Know what issues are unique to your division, and emphasize those in your plans for your year