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2017 Leadership Training

2017 Leadership Training. “ Soroptimists Are Shining Stars”. President’s Leadership Training. Roadmap to Success. Program Membership Public Awareness Fundraising. Program. Live Your Dream Award Dream It, Be It! Projects for Women & Girls. Membership. Program Event

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2017 Leadership Training

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  1. 2017Leadership Training “Soroptimists Are Shining Stars”

  2. President’s LeadershipTraining

  3. Roadmap to Success • Program • Membership • Public Awareness • Fundraising

  4. Program • Live Your Dream Award • Dream It, Be It! • Projects for Women & Girls

  5. Membership • Program Event • Recruit New Members • New Member Orientation • Assign Mentor • Stay Connected • Social Recruiting

  6. Public Awareness • Join “Live Your Dream.org” • Media Outreach • Social Media • Community Involvement

  7. Fundraising • Review Existing Projects • Brainstorm New Projects • 10% Club Giving to SIA

  8. Congratulations!You’re the StarCHEERLEADER

  9. Cheerleading Your Team • Create a Theme and Set the Tone • Gently Nudge Non-Participants • Convey Optimism • Praise & Encourage Members

  10. Communication • Club Emails • Social Media Posts • Website • Newsletters • Conference Calls

  11. Know Your Audience • What’s Their Motivation? • Tug the Heartstrings • Innovate & Challenge • Repeat, Repeat, Repeat • Celebrate

  12. Miscommunication • Ask Questions • Apologize • Restart • Make It Clear

  13. President’s Goals & Duties

  14. Setting Smart Goals • Specific – define precisely • Measurable - details • Attainable- high vs low • Relevant – Keep aligned • Time-Bound- deadline

  15. Duties Basic Job Description • Set Goals for the club year • Preside over club meetings • Write 4 Club Activity Reports • Attend 3 Presidents’ Roundtables

  16. More on Duties Club Activity Report • Program • Membership • Public Awareness • Fundraising Active and Projected Presidents’ Roundtables • Time to share • Time to receive

  17. The Big Circle Director Shares with Region Board President Writes Club Report You & Director share at Roundtable You receive Region Information for Club

  18. Succession • Encourage New Members • Train New Leadership • Club Continuity

  19. Planning & Delegating

  20. Planning President’s Calendar • Print from SIA Website • Check It Often • Keep in Visual Sight Club Calendar • Develop Before Year Starts • Provide to All Members • Update Often

  21. Why & How to Delegate? Why? • Vital for Effective Leadership • Saves You Time • Develops Members’ Leadership Skills How? • Right Person for the Job • Clear Description of Task • Provide Support • Establish Deadlines

  22. Improve Delegating Skills • Do Not Micromanage • Give Up Control • Plan Ahead • Adhere to Deadlines • Praise Your People

  23. Welcometo the Committee

  24. Forming Committees • President facilitates forming • Review roster for hidden treasures • President serves as ex-officio member

  25. Committee Functions • Soroptimist Ideals Accomplished • Promote Soroptimist Programs • Recommendations from Membership • Tasks Clearly Defined • Understanding Region/Federation Programs • Close Contact with Region Committees

  26. Serving on a Committee • Respect & Integrity • Support Decisions • Valuable Volunteers • Stepping Stone • Passionate • Prepared

  27. “THINK” • T - is it TRUE • H - is it HELPFUL • I - is it INSPIRING • N - is it NECESSARY • K - is it KIND

  28. Reporting • Summary of deadlines & activities • Keep club members informed • Give reports at club meetings

  29. Committees Summary • Heart of the Club • Accomplish Goals • Source of Excellence • Provide Vision • Move Club Forward

  30. Let’s ReviewProcedures & Agenda

  31. Stay On Plan • Periodically Review, Revise, Adjust • Club Calendar • Goals • Committees • What’s Working • What’s Not Working

  32. Collaborate • Team Environment • Full Disclosure • Encourage Brainstorming • Set an Example • Share Resources • Be Flexible

  33. Soroptimist Protocol • Set Up Before Your Meeting • Display U.S. Flag • Display Club Banner

  34. Procedures • Determine if Quorum is Present- (if voting) • Start Meeting on Time • Follow Your Agenda • Speak Loud & Clear • Stay On Topic • End Meeting on Time

  35. Meeting Agenda • Call to Order • Pledge of Allegiance • Welcome • Inspiration or Grace • Introductions • Business Portion • Program Portion • Announcements • END of Meeting & Soroptimist Pledge

  36. Vice PresidentPresident-elect • Duties • Stepping Up to Leadership: Climbing the Ladder to Leadership • Leadership Tips

  37. Duties Yes They Can Vary • PROGRAMS • FUNDRAISING • SERVICE PROJECTS • DIFFERENT RESPONSIBILITIES depending on clubs • REVIEW BYLAWS AND PROCEDURES, and IDENTIFY what YOUR FOCUS should be. • PREPARE yourself for the UPCOMING PRESIDENCY. • LEARN everything you can. • TRY new things! • SHARE your ideas!

  38. Speaker Meeting Procedure MAKE INITIAL CONTACT with the Speaker BEFORE YOUR MEETING PROVIDE the Speaker • Facts about Soroptimist • Type of Meeting, Who & Where • Date, Time and Length GET from the Speaker • Bio for Introduction • Spelling of Name & Title • Equipment Needs • Dietary Needs • Any Guests AFTER THE MEETING Thank Speaker

  39. Climb The Ladder To Leadership Have you heard this phrase before? Increased Collective Impact • Support Your President • Check your club bylaws • Prepare now for your time as President • Support the Soroptimist strategic direction • Shaping the Soroptimist Future • Change our focus

  40. Leadership Tips • Be enthusiastic. • Be knowledgeable about Soroptimist. • Be prepared. • Welcome everyone to participate. • Delegate responsibilities. • Share the wealth. • Let your star light shine. • HAVE FUN!

  41. Secretary • Responsibilities • Be Prepared • Taking the Minutes • Tips • Preparing & Distributing Minutes

  42. Secretary Responsibilities • Take Minutes Club and Board Meetings • Submit to the Club • Prepare Board Recommendations • Maintain Membership Attendance • Send Notices • Send Correspondence

  43. “Bee” Prepared • Minutes of the Previous Meeting • Minutes of Special Business Meetings • Club’s Bylaws and Procedures/Standing Rules • Region and Federation Bylaws and Procedures • List of Committees • Club Roster • Agenda • Motion Forms • Paper for Balloting

  44. Taking Minutes Cover these points (according to Robert’s Rules of Order) • Kind of Meeting • Name of the Organization • Date and Place of the Meeting • Name of Presiding Officer and Board Members Present • Approval of Minutes as Read or Corrected • Main Motions, Points of Order and Appeals • Time Meeting Started & Adjourned

  45. Tips • Record the following: • Facts only • Treasurer’s Report • Correspondence • Reports of Standing Committees • Other Business

  46. Preparing & Presenting Minutes • Translate Your Notes and/or Recordings Into Minutes • Distribute to Members • Present Minutes for Approval • File Approved Minutes • Present Board Recommendations

  47. Take Pride in Your Work!

  48. Club Treasurer • Responsibilities • Tips • Resources

  49. Responsibilities • Receive, record & deposit all funds • Send notices of financial obligations to members • Provide monthly financial reports to board • Pay bills for authorized expenditures • Prepare end of year statements & reports • Prepare records for end of year review • Prepare & file tax reports • Report membership changes to Region & SIA

  50. Treasurer Tips • Use Your Treasurer’s Manual • Use the Treasurer’s Calendar/Check List • Work with Assistant Treasurer to share duties and mentor them for Treasurer position • Communicate with president, members, and Region Treasurer

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