chapter leader transition: the first 100 days

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Chapter Leader Chapter Leader Transition: Transition: The First 100 Days The First 100 Days Originally presented by Fred Abood, Dennis Jones & Cindy Mottle at the 2008 National Leadership Conference. Adapted by Cindy Mottlel.

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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. - PowerPoint PPT Presentation

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Page 1: Chapter Leader Transition:  The First 100 Days

Chapter Leader Transition: Chapter Leader Transition: The First 100 DaysThe First 100 Days

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

Page 2: Chapter Leader Transition:  The First 100 Days

Possible UsesPossible 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.

Page 3: Chapter Leader Transition:  The First 100 Days

Election to Mid-August

“…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

Page 4: Chapter Leader Transition:  The First 100 Days

CHAPTER CHAIR LEADERSHIP TRANSITION

Election to Mid-August

“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

Page 5: Chapter Leader Transition:  The First 100 Days

CHAPTER CHAIR LEADERSHIP TRANSITION“We will become

Chapter of the Year.”

“We will offer the most

workshops in the district.”

“Every mentor in

the chapter will become certified.”

“Our chapter will increase diversity to match the

local population.”

Page 6: Chapter Leader Transition:  The First 100 Days

CHAPTER CHAIR LEADERSHIP TRANSITION

Election to Mid-August

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

What is your vision for the chapter?

Page 7: Chapter Leader Transition:  The First 100 Days

CHAPTER CHAIR LEADERSHIP TRANSITION

Election to Mid-AugustFeatures 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

Page 8: Chapter Leader Transition:  The First 100 Days

CHAPTER CHAIR LEADERSHIP TRANSITION

Election to Mid-AugustElection to Mid-August

Page 9: Chapter Leader Transition:  The First 100 Days

CHAPTER CHAIR LEADERSHIP TRANSITION

Election to Mid-Election to Mid-AugustAugust

May

April

MarchFebruar

yJanuaryDecemb

erNovemb

erOctoberSeptemb

erAugust

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

Page 10: Chapter Leader Transition:  The First 100 Days

CHAPTER CHAIR LEADERSHIP TRANSITION

Election to Mid-Election to Mid-AugustAugust

May

April

MarchFebruar

yJanuaryDecemb

erNovemb

erOctoberSeptemb

erAugust

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

Page 11: Chapter Leader Transition:  The First 100 Days

CHAPTER CHAIR LEADERSHIP TRANSITION

Election to Mid-August

Election to Mid-Election to Mid-AugustAugust

May

April

MarchFebruar

yJanuaryDecemb

erNovemb

erOctoberSeptemb

erAugust

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

Page 12: Chapter Leader Transition:  The First 100 Days

CHAPTER CHAIR LEADERSHIP TRANSITION

Mid-August to OctoberMid-August to October

Page 13: Chapter Leader Transition:  The First 100 Days

CHAPTER CHAIR LEADERSHIP TRANSITION

Mid-August to Mid-August to OctoberOctober

• Submit budget and business plan to district leader to get approval

• Plan smooth transition of leadership

May

April

MarchFebruar

yJanuaryDecemb

erNovemb

erOctoberSeptemb

erAugust

July

June

Page 14: Chapter Leader Transition:  The First 100 Days

CHAPTER CHAIR LEADERSHIP TRANSITION

Mid-August to Mid-August to OctoberOctoberMay

April

MarchFebruar

yJanuaryDecemb

erNovemb

erOctoberSeptemb

erAugust

July

June

• 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)

Page 15: Chapter Leader Transition:  The First 100 Days

CHAPTER CHAIR LEADERSHIP TRANSITION

Mid-August to Mid-August to OctoberOctoberMay

April

MarchFebruar

yJanuaryDecemb

erNovemb

erOctoberSeptemb

erAugust

July

June

• 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

Page 16: Chapter Leader Transition:  The First 100 Days

CHAPTER CHAIR LEADERSHIP TRANSITION

Mid-August to Mid-August to OctoberOctoberMay

April

MarchFebruar

yJanuaryDecemb

erNovemb

erOctoberSeptemb

erAugust

July

June

If you don’t know whereyou are going, you’relikely to end up somewhere else.

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

Page 17: Chapter Leader Transition:  The First 100 Days

CHAPTER CHAIR LEADERSHIP TRANSITION

Mid-August to Mid-August to OctoberOctoberMay

April

MarchFebruar

yJanuaryDecemb

erNovemb

erOctoberSeptemb

erAugust

July

June

Features of Effective Goal Setting

•Specific, measurable and time targeted objectives.

•Tangible and realistic.

•Goal setting requires motivation.

•Build in feedback.

Page 18: Chapter Leader Transition:  The First 100 Days

CHAPTER CHAIR LEADERSHIP TRANSITION

Once You Are Chapter Once You Are Chapter LeaderLeader

Page 19: Chapter Leader Transition:  The First 100 Days

CHAPTER CHAIR LEADERSHIP TRANSITION

Once You Are Chapter Once You Are Chapter LeaderLeader

May

April

MarchFebruar

yJanuaryDecemb

erNovemb

erOctoberSeptemb

erAugust

July

June

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]

Page 20: Chapter Leader Transition:  The First 100 Days

CHAPTER CHAIR LEADERSHIP TRANSITION

Once You Are Chapter Once You Are Chapter LeaderLeader

May

April

MarchFebruar

yJanuaryDecemb

erNovemb

erOctoberSeptemb

erAugust

July

June

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.

Page 21: Chapter Leader Transition:  The First 100 Days

CHAPTER CHAIR LEADERSHIP TRANSITION

Once You Are Chapter Once You Are Chapter LeaderLeader

May

April

MarchFebruar

yJanuaryDecemb

erNovemb

erOctoberSeptemb

erAugust

July

June

• 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.

Page 22: Chapter Leader Transition:  The First 100 Days

CHAPTER CHAIR LEADERSHIP TRANSITION

Once You Are Chapter Once You Are Chapter LeaderLeader

May

April

MarchFebruar

yJanuaryDecemb

erNovemb

erOctoberSeptemb

erAugust

July

June

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.

Page 23: Chapter Leader Transition:  The First 100 Days

CHAPTER CHAIR LEADERSHIP TRANSITION

Thanks so much for taking

on this most important job.