THE ROUNDTABLE SECRETARY

…NOT JUST THE NOTE TAKER!

Agenda

Topic Content/Exercise Start Time End TimeIntroductions James and Susie and Open Spaces 4:50 PM 4:55 PM

Open Spaces brainstorm What does Secretary mean to YOU? 4:55 PM 5:00 PMRoles of Secretary Group discussion 5:00 PM 5:20 PMEnd of Meeting, Reflection Golden Nuggets? 5:20 PM 5:30 PM

About the Presenters

James Philpott

• Cushman&Wakefield, Director of Brokerage

• Atlanta RT – currently Programs• Previous RT positions: Secretary,

Membership, President

Susie Sterling-Bodnar

• LeanCor, Director of Supply Chain Solutions

• San Francisco RT – currently Marketing

• Previous RT positions: Hospitality, Secretary, Programs, President of the Cincinnati RT

Let’s try something new!– Open Spaces

Secretary The Champion of a Roundtable

Website/IT

Board Meeting

Management

Event Champion

President’s right hand

Social Glue of the Board – call instead

of email!

Membership growth

Event ChampionBackup Plan for speaker no show

Summary of the AGC

Systems Thinking – Communication

7

The defining characteristic of a system is that it cannot be understood as a function of its isolated components. First, the behavior of the system doesn't depend on what each part is doing but on how each part is interacting with the rest ...

Kofman and Senge, 1993

What we need are more members for CSCMP!

I love it when a plan comes together…did it ?

Flawless event Programs are our main priority!

You’re a fool if you don’t focus on Roundtable costs

Social Glue of the RTEffective Communication

• Listen more than you talk

• Clarify and confirm understanding (meaning can be lost in transmission)– Don’t hesitate to ask for clarification

• Be cautious with jargon usage

• Disagree without arguing

• Do not blame or attack others– If you are blamed or attacked, do not

become defensive.

“Courage is what it takes to stand up and speak, Courage is also what it takes to sit down and listen.”Sir Winston Churchill

Board Meeting Management

• To create value added meetings that produce actions that increase the value of work.

Why:• Utilize resources by honoring people’s

time.• Utilize Plan-Do-Check-Adjust (PDCA)

thinking for all types of meetings (formal & informal)

• Create visibility to action items that support plans, problem solving, and provide updates on performance.

Patrick Lencioni

Death by Meeting: A Leadership Fable...About Solving the Most Painful Problem in Business (2004)

Discussion Facilitation

• Start with the end in mind– Objectives, purpose, targets– Complete understanding vs. tunnel vision

• Control & leverage audience personalities– Be what the audience will appreciate

• Ex: Stern, funny, inquisitive, driven, etc.• Engage introverts

• Listen and understand audience– Body language can speak volumes– A wrong answer may have certain “right”

aspects

• Discern between constructive and destructive communication– Constructive criticism can become quickly

destructive banter

Meeting Agenda

End of Day Check-Adjust

Golden Nuggets - What did we learn ?

What would you like to learn more

about?