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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.
January 16, 2014
11:00 a.m.– 12:00 p.m.
Debbie Schachter, Past Chapter Cabinet Chair
James King, Chapter Cabinet Chair-Elect
Juliane Schneider, Division Cabinet Chair-Elect
Today we’ll cover:
sources of support and role requirements
Resources and information on the SLA website
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
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
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
Leadership discussion list
“Leadership Connections” blog
Board agendas, minutes, documents
Cabinet meetings & minutes
Idea banks (community of practice wikis)
Unit board liaisons
Major committees/councils: Finance, Nominating, Annual Conference Advisory, Membership
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
Representation in unit cabinets
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.
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
Is fun! (or not)
Complicated (and fun)
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
Go over strategy for what kind of sessions you want and what divisions/other collaborators you want to approach.
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.
Whatever you want to call them, they are an intrinsic part of SLA
Approach them like the colleagues that they are
Find out who in your division has them, and split up the collaboration/sponsorship approaches
Plan Plan Plan! Communicate Communicate Communicate!
Cultivate relationships with your fellow division chairs HERE.
Cultivate relationships with your fellow chapter chairs HERE.
Local events in areas with large concentrations of division members
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