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SOLS 2007 - Summary. Central Ontario Section - GB Meeting 2007 02 06. Topics. Presentation Skills Team Building Governing Board Recruitment Engaging Executive Support AWIM. Presentation Skills. Rules of Thumb. Team Building. Understand Personality Styles.

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Sols 2007 summary

SOLS 2007 - Summary

Central Ontario Section - GB Meeting

2007 02 06


  • Presentation Skills

  • Team Building

  • Governing Board Recruitment

  • Engaging Executive Support

  • AWIM

Presentation skills

Presentation Skills

Rules of Thumb

Team building

Team Building

Understand Personality Styles

Components of an effective team
Components of an Effective Team



Clear Sense

Of Direction






Roles &






Governing board recruitment

Governing Board Recruitment

Define and Implement a formal recruitment process

Recruiting your governing board who do you ask
Recruiting Your Governing BoardWho do you ask?

  • New members

  • Transfers

  • Student members

  • Current members (who participate in activities)

  • Current inactive members

  • Other organizations

    Key Opportunity: Section Meetings

Recruiting your governing board key benefits of a formal process
Recruiting Your Governing BoardKey Benefits of a Formal Process

  • Assists with diversity

  • Aids retention

  • Provides tool for succession planning

  • Leads to better section performance

  • More rewarding experience for the member

Engaging executive support

Engaging Executive Support

What to do and what not to do

Know your objective: Establish your objective in advance with the Executive

Topics - Education, AWIM, Prof. Development, Local Needs

Your Homework

What is Important to the Company

Find what personal interests the person has

Company Profile

SAE Refresher – know what SAE is doing right now

Research Companies in your section

Approach key people to attend a meeting or lunch

Consider SAE as a neutral forum

Taylor the message to the meeting and company

Say thank you to the admin and executive

Follow up - keep the door open with a follow up meeting

Make the offer - is there any information I can provide or would you like me to draft a letter to the appropriate person if that was discussed

Keep Exec involved - Invite to a meeting

Look for WIN- WIN situations

All people at meeting must have a role(max 2-3 people)

Admin needs to know in advance if any employee will be present

Hadouts should be only 1 to 2 pages

Section Chair MUST be present

Focus on needs

10 – 15 minutes (no more, end early)

Focus on opportunities to the company (big or small)

Secure Executive’s Commitment and ask for other employees to work with(Implement)

Walk in there unless you are 100% prepared – only get 1 shot

Have friend inside company sell the same thing that you are going to sell

Have to many people

NO PowerPoint presentation

Leverage one company against another company

Do not give confidential information about other companies




Becky Fadik

Executive Management Strategies Key Learnings and Take-Aways

  • Executive support critical to section growth and even survival

  • Be aware of competition for executive’s time and support

  • It is a process that requires planning