survival
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TRANSCRIPT
SURVIVAL SKILLS FOR THE ASSOCIATION EXECUTIVE
Bring your tent, your compass, and a large sleeping bag
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Contents
Contracts Salary Negotiations Succession Planning
Planned, unplanned Policies Bus Book Interim Replacements Search
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Contracts: You Need a Tent!Give yourself (and your association) a necessary shelter
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Is an Executive Contract really Necessary?
Clarifies the role and the authority of the AE. Details the termination (benefits, other obligations) Exec level is not the same as staff—the lower the level of
employee, the less a contract is needed Prevents the tyranny of the minority Is the basis of performance measures of the AE Helps leaders understand the relationship of AE to organization.
Benefits to AE Provide employment security and protection for an executive in a constantly
changing employment atmosphere. (Severance Pay Costs)
Ensure financial security by providing adequate severance in the event of termination and allow the executive to seek new employment.
Provide for any specific items needed by the employee to adequately perform his or her job functions.
Define benefits and bonuses that may exceed those provided to other association employees.
Clearly define responsibilities and relationships with the board and leadership.
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Benefits to the Association
Reduces risk of lawsuits in a termination, because procedure has been spelled out
An asset because it lessens the disruption Can serve as a basis for litigation from either
side Both sides generally agree and abide by the
contract Leaders and execs understand their roles
You need a Compass:Negotiate your way through the forest
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Negotiation Strategies
Obtain a contract at the employment negotiation process (or choose your time carefully)
Look at the contract as an evolving process. Each contract period, revisit salary, benefits, retirement, perks)
Create the first draft (at your expense) Get an attorney review Take the initiative in performance review Evergreen renewal. Include advance notice for re-negotiation. Spell out bonus provisions; make sure they can be measured.
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Negotiating Your Salary
Commit to negotiating
Research salary data
Remove the emotion
Anticipate the opposition.
Negotiate as if it's for someone else
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CAR Salary SurveyA tool for everyone to use
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Final Thoughts
Be professional in appearance and action Cultivate your image: you aren’t one of
‘them’. You have a separate profession. Get professional designations in
association management Market yourself (reports about meetings
and conventions, manager’s report to Board and membership, Board and Committee meetings)
Create an atmosphere of competence and expertiseJWL Association Management
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SUCCESSION PLANNINGOr, What to do
When the Phone Rings at Midnight
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I wouldn’t do this if there weren’t a crisis, but…
I have to resign my job as your CEO. Immediately. I won’t be in tomorrow.
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Two Kinds of Succession Scenarios:
Planned Unplanned
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In either case…..
The Board of Directors must act
Quickly and Confidently
to preserve the organization!
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How can you respond effectively?
Preparation
Preparation
Preparation
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Step One: Develop the Plans
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Adopt a Policy Go on record: the
Board is committed to a smooth and orderly transition in the best
interest of the organization.
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Approve the Checklist
Develop and approve a checklist
of procedures. Store in a readily available place.
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Update Position Description
The Board of Directors should approve the job description for the top
staff person on an ANNUAL basis. Job
descriptions change. Keep it current.JWL Association Management
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Executive Director Questions
From the perspective as a Board member, does the job description reflect what you think the Executive Officer should be doing?
Are there responsibilities that you think should be eliminated, changed or updated?
Are there new ones that should be added? Are the current hours of work, benefits, work
supervision, dress code and terms of employment appropriate?
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Write A Book!Compile the
Succession Book. Review it annually. Keep it up to date. Make sure everyone knows where it is!
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Step Two: Immediate Response
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IN THE INTERIMThe Temporary Successor
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List the Qualifications for An Interim Manager
Who can open the door and answer the
phone? Write the checks? Be up and
running in 3 days or less?
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Written Answers for these Questions:
Who has authority to appoint the Interim? What is the acceptable time frame? Is there a candidate now for that
position? If so, do we have emergency contact information?
Do we have any additional expenses covered in a reserved fund?
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Step Three: Search Plan
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Why??
Minimize confusion
Move ahead with confidence
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Realtor Association CEO: Ideal Characteristics
Public speaking Self-starter, takes
initiative Honesty & integrity Business/
management experience
Volunteer Management Skills
Accounting/financial management
Good communication skills
Good writing skills Program management
Works well with people
Organized - Punctual
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Who will conduct the Search?
Board of Directors? Executive
Committee? Special Search
Committee? Who will be on it? What’s the
Budget? Will we hire a
search professional?
Are you familiar with the NAR assistance program?
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What’s the budget for a search?
Professional Consultant?
Pay for Interview Expenses?
Operations budget for the Search Committee?
Overhead Expense? Put the projected
budget in writing!
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What’s the budget for the replacement salary and benefits total package?
• Know what you’re paying now.
• Know what the competitive marketplace is offering.
• Revise this regularly• Include every thing:
wages benefits, moving costs, car allowance, insurance, other perks.
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Establish the process
Who Conducts
the Search?
Who Authorize
s Expenses
?
Who Negotiate
s the Contract?
Who Makes the
Final Approval?
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The “Bus” Book: Checklist for a Transition
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Checklist #1
Governing Documents• Bylaws, Articles of Incorporation,
Charter
Tax Documents• Letter of Determination, 990s,
Employer ID number, Sales Tax Exemption Certificates
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Checklist #2
Financial Institutions List• Latest Check Signing Resolutions
and Instructions on how to change them
Contact List• Who to contact and how,
including mediaJWL Association Management
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Checklist #3
Locations of Important Files
• Membership Records, Blank Checks, Bank Statements and records
Records of Passwords for Secured Sites• Online banking, vendors
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Checklist #4
Staff Organization Chart• Including what the Organization
chart would look like should the chief staff person leave….
Latest Copies of the Strategic Plan• Updates to the Strategic Plan, and
Current annual work planJWL Association Management
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Annual Organization Events Calendar
Dates for major events and programs Annual Meeting Date Budget Date Fiscal Year Elections Employee Reviews Tax Reporting
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Parting Thoughts
Succession planning should not be rushed. It is much better to have discussions about executive succession in the cool reason of a planning session than in the heat of an executive crisis.
Succession planning is an opportunity for the Board to inventory its current direction and strategize the organization’s future.
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Judith LindenauJWL Consulting
www.judithlindenau.com(231) 715-1416
Strategic PlanningCapacity Assessments
Leadership TrainingIndividual Coaching for AEs and Leaders
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