leadership tips & tools
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LEADERSHIP TIPS & TOOLS. President/President-Elect Training NALS Professional Development & Education Conference Saturday, March 1, 2014 Mimi Mangrum – NALS Board Member Audrey M. Saxton , PP, PLS – NALS Board Member. - PowerPoint PPT PresentationTRANSCRIPT
LEADERSHIP TIPS & TOOLSPresident/President-Elect Training
NALS Professional Development & Education Conference
Saturday, March 1, 2014
Mimi Mangrum – NALS Board MemberAudrey M. Saxton, PP, PLS – NALS Board Member
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INTRODUCE YOURSELF:
Your name
Your chapter & position
Answer one of the following:1. Something on your bucket list to do or see2. If you were a cartoon character, who would you be?3. Are you a morning person or a night person?
INTRODUCTIONS
Remember to fill out your card on the table too!Side 1: # of positions held; Side 2: What you ♥ about NALS & Your “Big Idea” for your year (Leave some room for later)
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What tools do you need to get the job
done?
TOP 10 LEADERSHIP TOOLS
“Man is a tool-using animal. Without tools he is nothing, with tools he is
all.” ~ Thomas Carlyle ~
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TOP 10 LEADERSHIP TOOLS
1. NALS.org Leaders page Search here …
OR BETTER YET …
Go straight to it!!
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NALS.ORG LEADERS PAGE
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TOP 10 LEADERSHIP TOOLS
2. Officer Rosters
Roster
Search or visit:www.nals.org/?p=740
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TOP 10 LEADERSHIP TOOLS
3. IRS 990-N Forms
www.irs.gov
Annual Electronic Filing Requirement for Small Exempt Organizations — Form 990-N (e-Postcard)
Most small tax-exempt organizations whose annual gross receipts are normally $50,000 or less are required to electronically submit Form 990-N, also known as the e-Postcard, unless they choose to file a complete Form 990 or Form 990-EZ instead.
If you do not file your e-Postcard on time, the IRS will send you a reminder notice. There is no penalty assessment for late filing the e-Postcard, but an organization that fails to file required e-Postcards (or information returns – Forms 990 or 990-EZ) for three consecutive years will automatically lose its tax-exempt status. The revocation of the organization’s tax-exempt status will not take place until the filing due date of the third year.
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How to File
http://epostcard.form990.org
When you access the system, you will leave the IRS site and file the e-Postcard with the IRS through Urban Institute.
You will need to create a log-in using the chapter’s Tax ID number (if you don’t know this or have it recorded somewhere, contact the NALS Resource Center)
• The form must be completed and filed electronically. • There is no paper form.
DEADLINE TO FILE IS SEPTEMBER 15TH *
*Or the 15th of the month on the 5th month following the end of the fiscal year
IRS FORM 990-N
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Information You Will Need to File the e-Postcard
The e-Postcard is easy to complete. All you need is eight items of basic information about your chapter.
1. Employer identification number (EIN), also known as a Taxpayer Identification Number (TIN)
2. Tax year3. Chapter’s legal name (“NALS Inc”) and local mailing address4. Any other names the chapter uses
(this would be your chapter name; aka your “DBA” name)5. Name and address of a principal officer (president or treasurer)6. Web site address, if your chapter has one7. Confirmation that the chapter’s annual gross receipts are $50,000
or less8. If applicable, a statement that the chapter has terminated or is
terminating (going out of business)
IRS FORM 990-N
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TOP 10 LEADERSHIP TOOLS
4. iLEAD Blog for P/PEs
http://www.nals.org/?p=5581
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TOP 10 LEADERSHIP TOOLS
5.
http://www.nals.org/?p=114
FUNDING PRIORITIES
Educational / Research Opportunities Grants Keynote Speakers/Workshops Recognitions
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NALS FOUNDATION
http://www.nals.org/?p=134
DEADLINES TO SUBMIT GRANT PROPOSALS:
March 1 June 1 September 1 December 1
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TOP 10 LEADERSHIP TOOLS
6. NALS Officer Training Toolkit
http://www.nals.org/?p=309Scroll down to President/President-elect (P/PE) Resources
Remember the password is eulamae
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TOP 10 LEADERSHIP TOOLS
7. NALS Marketing Toolkit
http://www.nals.org/?p=698
Websites Made Easy Social Media:
Join the Conversation The Marketing Mix Basics of Design:
- Audience- Layout- Typography- Color
NALS PowerPoint
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TOP 10 LEADERSHIP TOOLS
8. Governing Documents
NALS▲ Bylaws▲ Standing Rules
Local/State Chapter▲ Bylaws▲ Standing Rules▲ Policies & Procedures▲ Strategic Plan
When was the last time these
documents were reviewed?
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TOP 10 LEADERSHIP TOOLS
9. NALS Leaders & Members
We are a network of leaders
Connect quickly through Social Media:
Facebook LinkedIn Twitter
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TOP 10 LEADERSHIP TOOLS
10. NALS.org website START HERE
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NALS.org website
Get to the Site Map or the Members Area
under the Welcome tab
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NALS.org website
Site map is organized by “tabs”
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TOP 10 LEADERSHIP TOOLS (PLUS 1!)BONUS! NALS Resource Center
StaffTammy Hailey, CAE Executive Director & NALS Foundation Executive Director [email protected] Collins Meetings and Communications Manager & @Law Editor [email protected] Bates Membership Services Manager [email protected] Price Education & Certification Manager [email protected]
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THINK FUN!
Table Activity
BrainstormBIG and FUN ideas
for how to:
1. Get board members excited about coming to meetings
2. Network the association with related associations (local/state bar, ALA), law firms, schools, etc.
SHARE your TOP Big/Fun Idea23
LEADERSHIP TIPS
CHECKLISTS FOR SUCCESS
“Don’t reinvent the wheel, just realign it.”
~ Anthony J. D’Angelo ~
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LEADERSHIP TIPS
PRESIDENT: General Duties
Preside at all meetings of the association and conduct meetings according to the established rules of parliamentary procedures
Appoint all appointive officers and chairs, subject to required approval
Serve as an ex-officio member of all committees, except the nominating committee
Oversee the work of officers and committee chairs
NALS Officer Training Toolkit: Book 3 – Leadership, p. 2
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LEADERSHIP TIPS
PRESIDENT: General duties … continued
Remain neutral and permit full discussion of all matters, making certain the final determination of all matters is by the members
Be responsive to complaints, questions, ideas, and problems of the members and officers
Keep members up-to-date and informed on programs and events at all levels of NALS
NALS Officer Training Toolkit: Book 3 – Leadership, p. 2
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LEADERSHIP TIPS
PRESIDENT ELECT: General duties
The president-elect shall assume the duties of the president in the president’s absence
Suggested duties
Maintain the bylaws and standing rules (and/or serve as Strategic Planning Committee chair)
Maintain, update, and distribute the Officer, Director, and Committee Guidelines
Handle all questions relating to ethical matters in accordance with standing rules and/or serve as the NALS liaison
NALS Officer Training Toolkit: Book 3 – Leadership, p. 4
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LEADERSHIP TIPS
PREPARE TO LEAD
Secure files from your predecessor Read & familiarize yourself with NALS governing
documents (national, state & local) Solicit for committee applications Update the NALS roster via Officer Roster Form Hold an Executive Committee planning meeting
- set goals and meeting dates for the year- make committee chair appointments- assign members to committees
Calendar deadline for IRS Form 990-N filing
NALS Officer Training Toolkit: Book 3 – Leadership, p. 3
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LEADERSHIP TIPS
WHILE YOU’RE PRESIDENT
Share your goals for the year in your installation speech and at your first board meeting
Attend state and NALS conferences, if possible Try to attend the first meetings of all committees,
if possible Call for first board meeting (try to meet with
outgoing board members as well) Create and adopt a budget for the year Call for committee reports and plans Preside over board and membership meetings
NALS Officer Training Toolkit: Book 3 – Leadership, p. 3
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LEADERSHIP TIPS
WHILE YOU’RE PRESIDENT … continued
Write articles or messages to the members for inclusion on the chapter’s web page (blog), newsletter or in a monthly email
Help with membership socials Assist with awards, recognitions, installation
ceremonies at monthly or annual meetings
Bottom Line:
You’re the face of your NALS chapter
NALS Officer Training Toolkit: Book 3 – Leadership, p. 3
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EFFECTIVE MEETING STRATEGIES
CALL TO MEETING
AGENDAS Prepare and share in advance Keep your meeting focused Stick to a timeline
MINUTES & REPORTS Share previous meeting minutes in advance If possible, share written reports in advance Try to turn around meeting minutes soon
after PREPARING FOR MEETINGS31
EFFECTIVE MEETING STRATEGIES
AGENDAS A thought out agenda helps save time An agenda is a list of items which
helps the group that is meeting achievethe specific goals of the association
Organize intelligently:- Start with most important items- Handle short, urgent items first- Concentrate on fewer more important items- Keep items in logical order, when possible
Establish ground rules and time limits ahead of time PREPARING FOR MEETINGS
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EFFECTIVE MEETING STRATEGIES
TIME IS OF THE ESSENCE Start/end on time; stragglers will
learn to be on time in the future Be courteous of schedules;
try to schedule meetings for daysand times that work for everyone
Follow an agenda & monitor time Be prepared to “table” things for
another day If an item requires a special meeting,
schedule oneCONDUCTING MEETINGS
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EFFECTIVE MEETING STRATEGIES
ENSURE PARTICIPATION
SECRETARY’S ROLE: Take attendance Record minutes of discussions Record decisions & actions;
motions & passage of motions Record & review “action item”
commitments;if a board member commits to doing something, record the “who” “what” and “by when”
CONDUCTING MEETINGS34
EFFECTIVE MEETING STRATEGIES
PRIOR TO ADJOURNING: Use the “Rule of 3”
- solicit input at least 3 times to be sure everyone has a chance to speak
Re-state commitments & deadlines
AFTER MEETINGS: Evaluate the meeting
- Adapt an evaluation form Meetings that Work!, Chang and Kehoe
EVALUATING MEETINGS35
What does your number mean to you?
FINAL THOUGHTS AND Q&A
What is your “take away”
BIG/FUN idea?Commit to one major
accomplishment
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LEADERSHIP TIPS & TOOLSPresident/President-Elect Training
Questions?
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