Leadership SummitSession 3: Planning for

Success in SLA Leadership• January 16, 2014

• 11:00 a.m.– 12:00 p.m.

Today’s Presenters• Debbie Schachter, Past Chapter Cabinet Chair• James King, Chapter Cabinet Chair-Elect• Juliane Schneider, Division Cabinet Chair-Elect

Congratulations on Your New Role

• Today we’ll cover:– sources of support and role

requirements– Resources and information on the

SLA website– Planning

Planned Succession• What you should have received from your

predecessor– Copy of the unit’s annual report– Transition interview / advice / mentoring– Ask for a timeline for execution of responsibilities if you

don’t already have one in your policies and procedures document

• If you haven’t done so already…– Review your position description– Review your unit’s policies & procedures or the SLA

recommended practices for chapter or division

Make Appointments Now• Line up your board and/or committee

appointments now to have in place in January– Review your governing documents, policies &

procedures to know your appointment responsibilities and timing

– Ensure your nominating committee get appointed early in the year

– Recommended deadline for elections: October 1st• Start looking now to groom future leaders

Plan Your Year• Schedule your board meetings well in advance• Be familiar with SLA’s strategic plan as well as

your unit’s, so you can move us all forward• Think about what kind of leadership training

might benefit your unit and ask your cabinet officers for help getting it

• Plan to attend leadership webinars• Plan to attend cabinet meetings and

leadership orientation at annual conference

Tap Into Leadership Communications

• Leadership discussion list• “Leadership Connections” blog• Board agendas, minutes, documents• Cabinet meetings & minutes• Idea banks (community of practice wikis)• Leadership webinars

More SLA Resources:Who We Are, What We Do

• Cabinet officers• Unit board liaisons• SLA board• SLA staff• Major committees/councils: Finance, Nominating,

Annual Conference Advisory, Membership

Some of Your Obligations• Paperwork:

– Leadership Responsibility Code form• You AND your elected board members

– Unit officer & committee chair roster– Financial reports & bank statements, due Jan. 31– End of year annual report, due Dec. 1

• SLA Governance– Representation in unit cabinets

More Obligations!• Communication

– Communication conduit between your unit and SLA– Mentoring and modeling for your unit– Know your governing document and unit

policies/practices– Always keep your chair/president-elect in the loop– Review and update your unit practices through the

year, and transfer files to new officers and archivist!!– Have a sense of humor about it all, try to have fun, and

share your enthusiasm.

Delegate!• Use delegation strategically to help develop new

talent in your unit– Look for opportunities to celebrate the success of

those to whom work was delegated.• Use delegation to share some of the work load so

YOU don’t burn out• Use delegation as a tool, not to avoid

responsibility yourself

Tap Into Resources Via Web

• SLA.org footer:

Leadership Guides

Chapter & Division Idea Bank

Hidden Gem – Leadership Connectionshttp://slaconnections.typepad.com/leadership_connections/

SLA Global Calendarhttp://calendar.sla.org/

Leadership Webinars

Planning!•Is fun! (or not)•

•BUT•Complicated (and fun)

Planning for Annual• Treasurer

– Go over your budget with your treasurer and decide how much you can spend

– Set a goal for the amount of sponsorship funds you would like to acquire

• Planner– Go over strategy for what kind of sessions you

want and what divisions/other collaborators you want to approach.

Planning for Annual• Vendor Relations/Sponsor Relations Chair

– Include them in the strategy discussions• Collaborating with our sponsorship partners

– Be aware that budgets may be based either on fiscal year (July-June) or calendar year (Jan.-Dec.)

– Approach partners with sessions that speak to their business, that already have a solid outline/idea, and hopefully include co-division sponsors.

Vendor/Sponsor/Collaborator• Whatever you want to call them, they are an

intrinsic part of SLA– Approach them like the colleagues that they are

• Pre-existing relationships– Find out who in your division has them, and split up

the collaboration/sponsorship approaches• Plan Plan Plan! Communicate Communicate

Communicate!

Year-Long Planning• Cultivate relationships with your fellow division

chairs HERE.– Webinars– Twitter Chats

• Cultivate relationships with your fellow chapter chairs HERE.– Webinars– Local events in areas with large concentrations of

division members

Year-Long Planning• Delegate as soon as someone voices an

idea for a session or event• Find out who in your division is good at

running webinars! • Know what issues are unique to your

division, and emphasize those in your plans for your year