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MASBO Leadership: Growth and Opportunity November 13, 2019 Fall Institute

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Page 1: MASBO Leadership: Growth and Opportunity · Event Planning Duties and Assignments Annual Institute: Chaired by President-Elect; Committee Formed by Application Bi-Monthly Meetings:

MASBOLeadership:GrowthandOpportunityNovember13,2019FallInstitute

Page 2: MASBO Leadership: Growth and Opportunity · Event Planning Duties and Assignments Annual Institute: Chaired by President-Elect; Committee Formed by Application Bi-Monthly Meetings:

Board Responsibilities

▪ Fiscal Oversight ▪ Budget Review, Approval, and Monitoring ▪ Audit Review ▪ Asset Monitoring and Investment

▪ Strategic Planning and Monitoring ▪ Vision, Mission, and Guiding Beliefs ▪ Goals and Objectives ▪  Initiatives and Action Steps

§ Hiring and Evaluation of Executive Director

§ Draft and Monitor Policy

§ Determine and Oversee Programs and Services

§ Legislative Agenda and Advocacy

§ Grant MASBO Awards

§ Event and Subcommittee Duties as Assigned

Page 3: MASBO Leadership: Growth and Opportunity · Event Planning Duties and Assignments Annual Institute: Chaired by President-Elect; Committee Formed by Application Bi-Monthly Meetings:

Participation ▪ MASBO Event Attendance

▪ MASBO Full Board Meeting Preparation and Attendance

▪  Event and/or Subcommittee Responsibilities

▪  Address Strategic Plan Goals and Objectives

▪  Plan Event Content (Administrative Staff Handles Logistics)

▪  Keep Subcommittee Minutes for Distribution to Full Board

▪ Board Training and Development: Ask and Learn!

Page 4: MASBO Leadership: Growth and Opportunity · Event Planning Duties and Assignments Annual Institute: Chaired by President-Elect; Committee Formed by Application Bi-Monthly Meetings:

Event Planning Duties and Assignments

▪ Annual Institute: Chaired by President-Elect; Committee Formed by Application

▪ Bi-Monthly Meetings: Chaired by Vice-President

▪ Fall Institute: 2 Board Members (3rd or 2nd and 2nd or 1st year)

▪ Solutions Fair: 2 Board Members (3rd or 2nd and 2nd or 1st year)

▪ Law Institute: 2nd year Board Member and General Member

▪ Planning Conference: Immediate Past President (Logistics); President (Content)

Page 5: MASBO Leadership: Growth and Opportunity · Event Planning Duties and Assignments Annual Institute: Chaired by President-Elect; Committee Formed by Application Bi-Monthly Meetings:

Liaisons and Subcommittees ▪  Legislative Liaisons: Mike D’Onofrio and Anne Gulati ▪  Propose Legislative Agenda and Collaborate with Lobbyist

§  Executive Committee: Consider Highly Impactful Issues to Bring to Full Board §  Audit and Finance: Review P&L and Balance Sheet, Audit, Transactions, and

Investments §  Governance: Recruit, Orient, and Train New Members; Conduct Performance

Assessment; Maintain Institutional Knowledge §  Professional Development: Develop Scope and Sequence of Training,

Recommend Ad Hoc Programming, Determine Emerging Training Needs §  By Law and Policy: Identify, Draft, Monitor, and Review By Laws and Policy §  Awards and Scholarship: Review Categories, Select Winners §  MASBO Bookshelf: Curate and Post Content and Resources §  Vendor Advisory Committee: Align Vendor Suggestions with Event Plans

Page 6: MASBO Leadership: Growth and Opportunity · Event Planning Duties and Assignments Annual Institute: Chaired by President-Elect; Committee Formed by Application Bi-Monthly Meetings:

Qualifications For Board Service

▪ Commitment to MASBO and Its Long Term Viability

▪ Desire to Deepen Professional Skills and Abilities

▪ Active/Voting Member of MASBO

▪ Superintendent Approval

▪ School Business Administrator Licensure Preferred

Page 7: MASBO Leadership: Growth and Opportunity · Event Planning Duties and Assignments Annual Institute: Chaired by President-Elect; Committee Formed by Application Bi-Monthly Meetings:

The Road to Board Service

§  Board Application (Available on Website)

§  Resume

§  Letter of Recommendation from Superintendent

§  Personal Statement

§  Professional / Service Contributions /

Committee Service to MASBO

§  Due to Executive Director by January 15th

Page 8: MASBO Leadership: Growth and Opportunity · Event Planning Duties and Assignments Annual Institute: Chaired by President-Elect; Committee Formed by Application Bi-Monthly Meetings:

Benefits of Board Service §  Drive the School Business Profession Into the Future

§  Play a Key Role in MASBO Relevance and Impact Across the Commonwealth

§  Represent Member Voices in Board Decision-Making §  Learn How Boards Function to Support Long Term Vitality of

an Organization: Roles and Responsibilities

§  Obtain DESE PDP’s toward Re-Licensure

§  Grow Leadership, Teamwork, and Speaking Skills

Page 9: MASBO Leadership: Growth and Opportunity · Event Planning Duties and Assignments Annual Institute: Chaired by President-Elect; Committee Formed by Application Bi-Monthly Meetings:

When Does the Full Board Meet? ▪  Immediately Following Bi-Monthly Membership

Meetings

▪  January Board Meeting

▪  June Planning Conference

▪  Other Meetings or Teleconferences as Needed

Page 10: MASBO Leadership: Growth and Opportunity · Event Planning Duties and Assignments Annual Institute: Chaired by President-Elect; Committee Formed by Application Bi-Monthly Meetings:

When is the Election?

▪  Introductions at the February Bi-Monthly

▪  Electronic ASBO-Run Election Two Weeks Before MASBO Annual Institute

▪ No Election if Candidates are Unopposed

▪ New Board Members Sworn in at Conclusion of the Annual Institute

Page 11: MASBO Leadership: Growth and Opportunity · Event Planning Duties and Assignments Annual Institute: Chaired by President-Elect; Committee Formed by Application Bi-Monthly Meetings:

Length of Board Service 3 Yrs. or 7 Yrs.

Director

Year 1 Year 2 Year 3

Various Duties

Vice President

Year 4

Bi-Monthly Meetings

President-Elect

Year 5

Annual Institute

President

Year 6

Board President

Past President

Year 7

Board Planning

Conference

Page 12: MASBO Leadership: Growth and Opportunity · Event Planning Duties and Assignments Annual Institute: Chaired by President-Elect; Committee Formed by Application Bi-Monthly Meetings:

Amy Tierney Immediate Past

President

MASBO Board: Leadership in Action

Cindy Mahr President

Howie Barber President-Elect

Patricia Lugo Director:3rd Year

Diane Johnson Director: 3rd Year

John Ferris Director: 2nd Year

Susan Bottan Director: 2nd Year

Mary Ellen Normen Vice-President

Jay Sullivan Secretary Treasurer

Dan Gale Director: 1st Year

Sara Consalvo Director: 1st Year

Page 13: MASBO Leadership: Growth and Opportunity · Event Planning Duties and Assignments Annual Institute: Chaired by President-Elect; Committee Formed by Application Bi-Monthly Meetings:

-> Answers.

BUSINESS OFFICIALS INTERNATIONAL • ASSOCIA

TION

of S

CHOOLWant to Take the Next Step?

Call Executive Director Margaret Driscoll at 774-278-7118 and Find Out More!