Notes From the Leadership Academy

7/31/2019 Notes From the Leadership Academy

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Womens Council of REALTORS Leadership

Academy 2012

Lola Audu - WCR President - Elect8/6/2012


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Notes from the Leadership Academy:

Running Effective Meetings:

GOVERNING BOARD MEETINGS PURPOSE:

1. Information Sharing - Committee reports should be handled in advance, not part of meeting2. Planning and Visioning3. Problem Solving4. Consensus Building

GROUND RULES FOR MEETINGS: STATE THE GROUND RULES

*Evaluate Ideas not People*Address the Presiding Chair not the GROUP*Turn OFF Cell phones*No Sidebar Conversations*Have a Parliamentarian present

PURPOSE OF MEETING MINUTES:

*Serves as a record*Focus on decisions made and motions TAKEN only*Circulate and review of minutes should happen BETWEEN meetings!

CONSENT AGENDA- A WAY TO STREAMLINE MEETINGS:1. Committee minutes2. Agenda3. Minutes of past meeting4. Financial Statements

RECORDING OF MINUTES MUST TAKE PLACE AT:

1. GOVERNING BOARD2. NOMINATING COMMITTEE3. GENERAL MEMBERSHIP MEETING


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ANNUAL PLAN - CHANGES FOR 2013

HUGE EMPHASISon the need for Branding WCR in communications & professional settings

1. Want E-Mail Template Headers used for ALL NEWSLETTERS & E-MAIL Communications

2. WCR Logo on All websites, social media, event promotional materials

*Formally 10 Points for 4 Newsletters... Now 8 POINTS for 4 NEWSLETTER plus 2 POINTS for LOGO onNewsletter

*5 POINTS - LOGO on Social Media PLUS Mission Statement, Purpose and Vision

*5 POINTS - ANYONE IN THE MEMBERSHIP CAN GET POINTS IF THEY HOLD ASSOCIATION LEADERSHIPPOSITIONS...NOT JUST LEADERS ON THE GOVERNING BOARD

*NOW THE ONLY MEETINGS THAT HAVE TO BE COMPLETELY DETAILED ARE JANUARY - MARCH*Will still need to have Dates, but the full details will not need to be completely fleshed out beyond thefirst 3 months.

*For JOINT MEETINGS, there must be an EDUCATIONAL VALUE, not just social or networking.

*OFFICER REPORTING- has increased from 2 POINTS to 5 POINTSSubmission must be by November 1Must be a Member for 30 Days*There is a form online (Chapter Tools)

*GOVERNING BOARD MEETINGS 6 TIMES A YEAR, NOW 24 POINTS vs 30

*BOTH SECRETARY AND TREASURER CAN BE AN AFFILIATE MUST BE A NATIONAL MEMBER, THIS ALSOAPPLIES TO THE MEMBERSHIP CHAIR.

*PARTICIPATION IN BETA TEST FOR MEMBERSHIP CHAIR SHOULD BE NOTED IN ANNUAL REPORT

*PROJECT VOLUNTEER FORMS: 8 POINTS -Must be filled out by NON-OFFICERS

*EVENT INSURANCE IS EXTREMELY IMPORTANT - Chapters should include in ANNUAL BUDGET


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IMPORTANCE OF MULTI-YEAR PLANNING - WCR LEADERSHIP

BENEFITS:

1. Continuity in Operations2. Increases the Ownership and sense of TEAM Spirit3. Stimulates Creativity & Innovation4. Road Map for Membership5. Make Informed decisions based on experience

SUGGESTED LIST OF PARTICPANTS IN MULTI-YEAR PLANNING:

1. Current President

2. President-Elect

3. Past Presidents

4. Membership Chairperson and or Ways and Means Chairperson

STEPS FOR MULTI - YEAR PLANNING:

1. Talk to Members2. Survey Members

3. Have a MULTI-YEAR PLAN*Assign Strategy sessions to KEY LEADERS*Monitor the Progress*Make Adjustments and re-set as priorities as needed*RECAP Progress made

WCR CORE VALUES:

1. The POWER of RELATIONSHIPS2. LEADERSHIP3. PROFESSIONAL CREDIBIILITY4. DIVERSITY5. INVOLVEMENT


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6. SUCCESS7. INFLUENCE

This portion of the meeting was a valuable Affirmation of what is planned for the Leadership Retreat:L.E.A.P. = Leadership, Educate/Envision, Affirmation, Participation


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BUILDING UP YOUR CHAPTER

1. WRITE A THANK YOU NOTE TO EVERYONE WHO HAS HELPED YOUR CHAPTER. Write a Note at leastonce a week.

2. USE FACEBOOK to reach out to non-members

3. LEADERS MAKE THE RULES.1. Have a job description for everyone2. Have individuals sign off on the job description3. Have clear expectations communicated & written out4. There should not be Guessing

4. DO AN ORIENTATION FOR THE FIRST GOVERNING BOARD MEETING.

5. IF prospective members do not meet at least 10 PEOPLE, they will NOT COME BACK.

6. RECEIVING LINE: OFFICERS SHOULD BE AT THE ENTRANCE MEETING AND GREETING EACH PERSONAS THEY COME IN - HUGELY IMPORTANT>

6. TO RECRUIT YOUNGER PROFESSIONALS - Give them information they CANNOT GET on the WEB.

a. Have a Breakfast Meetingb. Have a Panel - WHAT ARE THE WORST MISTAKES THAT I HAVE MADE - Young people will COME TOTHIS KIND OF MEETING.

WHAT YOUNG PEOPLE WANT IS THE EXPERIENCES OF PEOPLE WHO HAVE SUCCEEDED ANDWHAT THEY WOULD NOT DO AGAIN.*

ADDRESS PROBLEMS BEFORE THEY BECOME PROBLEMS BEFORE THEY BECOME PROBLEMS. YOU HAVETO HOLD PEOPLE ACCOUNTABLE.

**INTERVENE EARLY! DON'T WAIT TO BE SURPRISED BY UNDER PERFORMERS

*STAY ON MESSAGE!!! This is especially important with the Governing Board. Keep your BOARD in theloop if changes are going to be made.


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NEW MEMBER ORIENTATION - WCR LEADERSHIP

PURPOSE:1. Provide value to the Member and the Chapter2. Articulate the Brand3. Give Members the Opportunity to Participate4. Allow Members to Share Expertise5. Give Members the ability to explore where they Fit in.

HOW TO HOLD AN ORIENTATION

1. Should be held at least QUARTERLY2. Include Past President, Guests who are thinking of joining

2. Place the Orientation on the Calendar3. Orientation should be about an hour

ORIENTATION:

CREATE ONE AGENDA- Can be re-used for all subsequent Orientations

LOCATION: Can be held at a Developer's CLUB HOUSE

CREATE an ORIENTATION TEMPLATE/POWERPOINT

Points to Convey1. Mission Statement2. Vision of Statement3. Meetings/ Time and Date4. Who we are5. History of WCR6. Past Presidents7. Information about PMN8. Upcoming Meetings Planned9. Resources10. Leadership Academy11. PMN Designation12. Events we have had/ Golf Outing/Christmas Party13. Invitation to Share Experience with others14. OUR PROMISE TO YOU.


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NOTES ON THE MEMBERSHIP TEAM HEADED BY MEMBERSHIP CHAIR

*REPLACES THE CURRENT VP OF MEMBERSHIP POSITION

1. Can be a National Affiliate

2. Position can be for 1 or 2 years

3. Chairperson is a member of the Governing Board but not an Officer

4. Is not required to travel

5. Works with a group of individuals

6. Should be voted on by Governing Board & Reported in Annual Plan

Suggested tasks to be assigned to Membership Committee:

1. Update the Website with New Members on a Monthly Basis2. Attend Orientation Sessions to Welcome & Meet New Members3. Contact New Member to Share Benefits; see how they are doing4. Connect/Network New Member with Experienced Member5. Prepare Monthly Report of Membership Recruitment/Retention

6. Develop Membership Recruitment/Retention Strategy -MULT-YEAR PLAN

FORMAT:

* Can be a 2 Year Term*Can have a VP of Membership and A Membership Chairman plus a Committee

Need to notify Martha Rusk that we will be doing this.This is not an automatic move-up Leadership Position.

****IF WE REPORT THAT WE ARE DOING A MARKETING CHAIRPERSON, We Will Automatically get ALLTHE POINTS.


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Conclusion:

This was a very focused and intensive training session. I felt that it was time well spent as it gave me aclearer vision of what a Chapters objectives should be and good tools to assist with organizing andmanaging chapter affairs. Thank you for giving me the opportunity to benefit from this training.

Respectfully,

Lola Audu, President-Elect 2012

WCR - Western Michigan Chapter

Notes From the Leadership Academy

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