ae bootcamp toni cockeram monday, july 28, 2014 11:15 a.m. – 12:15 p.m
TRANSCRIPT
AE Bootcamp
Toni Cockeram
Monday, July 28, 201411:15 a.m. – 12:15 p.m.
I appreciate your request for information from the Bootcamp Presentation. It was truly an honor and a privilege to share the information with you. As I mentioned, Toni Parker presented this BOOTCAMP for several years at RAEC, so if you would like to thank her, I know she would love to hear from you - Toni Parker [[email protected]]. The presentation has almost all of the links to the sites that have the specific materials that were discussed. If you have any difficulty linking to a specific site, just let me know. Some of you asked for some additional information and gave me your contact info or emailed me to remind me. Should I forget to send you what you asked for, or if you think of something else that we discussed and you want further information, just let me know. My contact information is: 912-264-2915. [email protected] . I look forward to working with membership, leadership and staff toward Building a Stronger Foundation and know that you do too. Keep in touch and if we don’t meet again during the year at other meetings, I look forward to seeing you all next year at RAEC in Charlotte! tlc (Toni Lanter Cockeram)
A E BOOTCAMP
REALTOR® ASSOCIATION EXECUTIVE
TONI COCKERAM, RCE, EPRO
A Primer for the New…
TODAY IS JUST THE BEGINNING
Who Has Attended:
NAR’s New AE Training?
NAR’s Annual Leadership Summit?
NAR’s Association Executives Institute*?
TODAY IS JUST THE BEGINNING
Who Has Been to REALTOR.org?
Checklist for New AE’s?
http://www.realtor.org/ae/manage-your-associati
on/resources-for-new-aes/checklist-for-new-aes
Taken any Self Study Courses?
Start NOW
WHAT TO DO FIRST
Get in touch with -Your State Association
Get to know the:State Association Staff
WHAT TO DO FIRST
Where to find Answers Fast (and Free)Information CentralMentors, Peers, GAR AE Listserve (for Georgia AEs) www.realtor.org/ae/communities-and-resourceswww.Nonprofitcenter.comwww.ASAECenter.org
FIELD GUIDES FOR ASSOCIATION EXECUTIVES
NAR's Information Central team creates and maintains an extensive number of Field Guides which are specifically aimed at AEs and those in leadership positions.To access toolkits for Association Management operations, visit the Popular Toolkits section of the MANAGE YOUR ASSOCIATION page http://www.realtor.org/ae/manage-your-association.Have an idea for an AE-focused Field Guide? [email protected] to send us your suggestions.
COMMUNITIES AND RESOURCES
The following communities and resources connect AEs with their peers and support them in their roles as association managers.
AE Competencies and Bodies of Knowledge
AE INS Weekly e-Newsletter
AE Talk Listserv
AE YPN on Facebook
Commercial Real Estate
Find an Association
New AEs on Facebook
RARE Information Exchange
REALTOR AE Magazine
The Answer Book
http://www.realtor.org//ae/communities-and-resources
CORE STANDARDS FOR STATE AND LOCAL ASSOCIATIONS
Local, state, and territorial associations of REALTORS®, as a condition of membership in the National Association of REALTORS®, must meet NAR’s Organizational Alignment Core Standards, a set of requirements that fall into six categories:
Code of Ethics AdvocacyConsumer Outreach Unification Efforts and Support of the REALTOR® Organization TechnologyFinancial Solvency
CHECK THE HEALTH OF YOUR ASSOCIATION
NonProfitCenter.com: Self Auditing ProcessWhere is your IRS Letter of Determination?
501(c)6? 501(c)3? For Profit? Separate MLS Corporation?
Where are your Articles of Incorporation?
When was the last time NAR reviewed your Bylaws?
Is D&O Insurance Policies in Effect?
What is the Association’s Federal ID Number?
Where are copies of last years filed taxes?
Has the sales tax exemption been filed?
FINANCIAL SAFEKEEPING
You are Accountable – So Create Checks & Balances
Learn and Adhere to Accounting Principles
Have Written Procedures for EVERYTHING
If You Don’t Know – ASK, Use your resources, GOOGLE!
FINANCIAL SAFEKEEPING
Reporting to LeadershipAlign Budget to the General LedgerFor Committee…Balance Sheet, Budget YTD, P&LFor Treasurer…Check RegisterFor Board of Directors…Balance Sheet, Budget Performance
Budget ConsiderationsNAR’s Field Guide to Association Budgets & ReservesProject Management Forecasting
LEADERSHIP-STAFF RELATIONS:TRUST IS BUILT ON COMMON EXPECTATIONS
Have a Contract and Position Descriptions in Place
Staff Teaches LeadersPosition DescriptionsMonthly list of expectations
LEADERSHIP-STAFF RELATIONS:TRUST IS BUILT ON COMMON EXPECTATIONS
Simple steps to take to accomplish establishing mutual trust:
Lunches with Board Members, Chats with ChairsBe an Exemplary Role ModelSay Thank You OftenRemember...who makes decisions is not nearly as important as the quality of information on which decisions are made.Next…Move from Great to Excellent
EFFECTIVE MEETING MANAGEMENT - RONR
Robert’s Rules of Order
Keep Latest Edition on the Shelf
Buy a Condensed Version & READ
Official Website with Q&A Forum:
robertsrules.com
EFFECTIVE MEETING MANAGEMENT
Enhancing Committee Effectiveness by John Schlegel, CAE
Annual Committee Planning & Training
MEMBER RELATIONS
Be a High Visibility AE – Office VisitsEducation ClassesTake All Opportunities to MeetBe Prepared with Questions, Pen & Paper
MEMBER RELATIONS
Have a Communications PlanAnnual SurveysBrief Surveys (How are we doing; polls), EvaluationsPeriodic NewslettersMember ForumsSocial Media – Facebook, Twitter, etcOffice Meetings
MEMBER SERVICES AND PROGRAMSCan You List Your Member Benefits? Have a
Brochure? For REALTORS® & Affiliates?Be Familiar with All Member ServicesKill Sacred Cows…With Facts
Evaluate all Programs & Projects – Before & AfterAudit to Determine True Costs…Including Staff
Organization & Knowledge is KeyMake it Worth the Member’s Time!
STRATEGIC PLANNING
Strategic Planning Provides Central Focus & Direction
Conflicts Arise When Goals Aren’t SharedCreation of Goals by Consensus
Builds Trust through Common InterestsSteps to Success & Satisfaction
Vision, MissionOverall GoalsExecutable StepsMonitoring Method
How to Get Your Own Strategic Plan
MORE STRATEGIC PLANNING – FOR YOU
Vision Gives Life to PurposeKnowing Where You are Going will get You ThereStrategic Planning for Your FutureSets an Example for Leadership
Creating Your Personal VisionShort, Memorable & Full of MeaningConstant Reminders
MORE STRATEGIC PLANNING – FOR YOU
Focus on the future you want, not the problems
you have. Once you’ve conjured up an image of
the most desirable future, consider what your
actual future will look like if you continue on
your current path. Then determine what needs
to change to produce the more favorable
outcome.
MOST IMPORTANT, TO SURVIVE YOU MUST:
Get Organized! Or…