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Chapter Leader Transition: The First 100 Days. Originally presented by Fred Abood , Dennis Jones & Cindy Mottle at the 2008 National Leadership Conference. Adapted by Cindy Mottlel. Possible Uses. Have outgoing chapter leader present this information, adding comments about each task.

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chapter leader transition the first 100 days

Chapter Leader Transition: The First 100 Days

Originally presented by Fred Abood, Dennis Jones & Cindy Mottle at the 2008 National Leadership Conference. Adapted by Cindy Mottlel.

possible uses
Possible Uses
  • Have outgoing chapter leader present this information, adding comments about each task.
  • Read through on your own, keeping track of questions to ask the outgoing chapter leader or the national SCORE office.
  • Present this information to potential future leaders so that they have a better understanding of the responsibility involved.
slide3

“…this nation should commit itself to achieving the goal, before this decade is out, of landing a man on the moon and returning him safely to the earth.” - John F. Kennedy

Election to Mid-August

slide4

CHAPTER CHAIR LEADERSHIP TRANSITION

“I have a dream that one day this nation will rise up and live out the true meaning of its creed: ‘We hold these truths to be self-evident: that all men are created equal.’” - Martin Luther King

Election to Mid-August

slide5

CHAPTER CHAIR LEADERSHIP TRANSITION

“We will become

Chapter of the Year.”

“We will offer the most workshops in the district.”

“Our chapter will increase diversity to match the local population.”

“Every mentor in the chapter will become certified.”

slide6

CHAPTER CHAIR LEADERSHIP TRANSITION

What is your vision for the chapter?

Election to Mid-August

A vision concentrates on the future; it is a source of inspiration; it provides clear decision-making criteria.

slide7

CHAPTER CHAIR LEADERSHIP TRANSITION

  • Features of an Effective Vision:
  • Paint a vivid and clear picture, not ambiguous
  • Describe a bright future
  • Realistic, achievable
  • Alignment with organizational values and culture
  • Include a deadline if possible

Election to Mid-August

election to mid august1

CHAPTER CHAIR LEADERSHIP TRANSITION

Election to Mid-August

May

April

March

February

January

December

November

October

September

August

July

June

Review chapter business plan, budget, goals and metrics

Register to attend the National Leadership Conference (look for an email with registration information)

Become familiar with the activities and plans of all committees

Appoint new committee members, if needed

election to mid august2

CHAPTER CHAIR LEADERSHIP TRANSITION

Election to Mid-August

May

April

March

February

January

December

November

October

September

August

July

June

Meet with key players & complete the Chapter Leader Orientation

Check the SCORE On-Site Review (Form 16); Start preparations if review is scheduled for the upcoming fiscal year

Check to make sure the chapter is still meeting the Minimum Standards

election to mid august3

CHAPTER CHAIR LEADERSHIP TRANSITION

Election to Mid-August

May

April

Election to Mid-August

March

February

January

December

November

October

September

August

July

June

Review the chapter’s status with alliance partners; Design expansion plan for the chapter

Review any national changes to forms, processes, or policies by visiting the Volunteer Services page of the Volunteer Center

Start review of the chapter by-laws to ensure they reflect chapter realities; by-laws should be sent with the Form 3 at the end of September

mid august to october1

CHAPTER CHAIR LEADERSHIP TRANSITION

Mid-August to October

May

April

March

February

January

December

November

October

September

August

July

June

  • Submit budget and business plan to district leader to get approval
  • Plan smooth transition of leadership
mid august to october2

CHAPTER CHAIR LEADERSHIP TRANSITION

Mid-August to October

May

April

March

  • Meet alliance partners … SBA, SBDC, CofC.
  • Review submitted Form 14s … deadline is early October (check Chapter Leader checklist for details)
  • Work with current chair on completing the Form 3…deadline is mid-October (the form will state the exact deadline for this year)

February

January

December

November

October

September

August

July

June

mid august to october3

CHAPTER CHAIR LEADERSHIP TRANSITION

Mid-August to October

May

April

March

  • Hold a meeting or retreat with old/new leadership/others to develop goals.
  • Complete chapter goals submit to district leader by the end of August

February

January

December

November

October

September

August

July

June

mid august to october4

CHAPTER CHAIR LEADERSHIP TRANSITION

Mid-August to October

May

April

March

February

January

December

November

October

September

August

July

June

A Goal …

The purpose toward which an endeavor is directed; an end; an objective.

If you don’t know where

you are going, you’re

likely to end up

somewhere else.

mid august to october5

CHAPTER CHAIR LEADERSHIP TRANSITION

Mid-August to October

May

April

March

February

January

December

November

October

September

August

July

June

Features of Effective Goal Setting

  • Specific, measurable and time targeted objectives.
  • Tangible and realistic.
  • Goal setting requires motivation.
  • Build in feedback.
once you are chapter leader1

CHAPTER CHAIR LEADERSHIP TRANSITION

Once You Are Chapter Leader

May

April

For guidance on the remainder of the year, make sure you complete the Chapter Leader Orientation

[insert URL]

And review the Chapter Leader Checklist [link to document or VC page]

March

February

January

December

November

October

September

August

July

June

once you are chapter leader2

CHAPTER CHAIR LEADERSHIP TRANSITION

Once You Are Chapter Leader

May

April

Prepare Form 3. Revise WebIt to reflect current officer positions.

Hold first ExCom and committee meetings.

Review bank documents, financials w/ Treasurer.

Audit / change roster.

March

February

January

December

November

October

September

August

July

June

once you are chapter leader3

CHAPTER CHAIR LEADERSHIP TRANSITION

Once You Are Chapter Leader

May

April

  • Start reaffirmation process for Code of Ethics.
  • Review new Daily Desktop Guide.
  • First chapter meeting … recognize past leadership.
  • Meet with DD for goal review, priorities, last On-Site review.

March

February

January

December

November

October

September

August

July

June

once you are chapter leader4

CHAPTER CHAIR LEADERSHIP TRANSITION

Once You Are Chapter Leader

May

April

Leadership …

Can be defined as one's ability to get others to willingly follow.

You can’t do it alone …

delegate … ask for help.

It’s about LEADERSHIP …

you can make it happen.

March

February

January

December

November

October

September

August

July

June

slide23

CHAPTER CHAIR LEADERSHIP TRANSITION

Thanks so much for taking

on this most important job.