leadership training conference new orleans, louisiana march 1-3, 2012
TRANSCRIPT
Leadership Training
Conference
New Orleans, Louisiana
March 1-3, 2012
OBJECTIVES
1. Learn your unit’s strategic fit2. Identify your customers
3. Gain an understanding of Executive Committee roles and responsibilities
4. Gain exposure to important operational issues
5. Understand Executive Committee Procedure
6. Learn to reach unit goals
How does your unit fit in ASME?
1. Mission
2. Your unit within ASME
3. Executive Committee Operation
ASME’s Mission
• Promote and enhance the technical competency and professional well-being of our members
• Better enable practitioners of mechanical engineering to contribute to the well-being of humankind
Your Unit in ASME
Board of Governors
Knowledge & Communities
Codes & Standards
Centers InstitutesStrategic
Management
Your Unit in K&C
Your Unit in a District
K&C’s Mission
KnowledgeCreation
KnowledgeSharing
Networking
Knowledge Sharing
• ASME Examples– Professional Development
Seminars
– Member developed wiki’s
– Technical Speakers
– Discussion Forums
Networking
• ASME Examples– Happy Hours
– Dinner Meetings
– Social Gatherings at Conferences
– Online Group Chats
A Silver State Section Event
Knowledge Creation
• ASME Examples– Presenting research at a
conference
– Getting published in peer reviewed journals
– Grant funded research
– Old Guard Contests
Where is Your Unit’s Mission?
Sections
Affinity Groups
Divisions
Communities of Practice
KnowledgeCreation
KnowledgeSharing
Networking
What is your unit’s mission statement
• Purposeful
• Short and simple
• Easy to communicate
• Captures the big picture
• Sanity check for major decisions
Who are your customers and affiliates?
• Engineers• Researchers• Work Crafts• Regulators• Public
• K-12 Teachers• Professors• Students K-12• College Students• Graduate Students
What Are Your Member’s/Customer’s Needs?
• To belong• To feel welcome• A place to grow • A safe place to learn
professionally• Access to opportunity
• Access to information• Be inspired• Be recognized• To teach, mentor, share• Serve a higher purpose:
volunteer• Safe places to live and
work
Executive Committees
Chair
Past Chairs
Communications Subcommittee
-Comm. Chair
-Newsletter Editor
- Webmaster
History & Heritage Subcommittee
- Comm. Chair
- Historian
- Member at Large
College Relations Subcommittee
- Comm. Chair
- College Relations Rep
- Student Section Chair
Vice Chair
Secretary Treasurer
ProgramsSubcommittee
- Comm. Chair
- Event Planner
- Member at Large
Chair
ProgramsSubcommittee
- Comm. Chair
- Event Planner
- Member at Large
History & Heritage Subcommittee
- Comm. Chair
- Historian
- Member at Large
College Relations Subcommittee
- Comm. Chair
- College Relations Rep
- Student Section Chair
Communications Subcommittee
-Comm. Chair
-Newsletter Editor
- Webmaster
History & Heritage Subcommittee
- Comm. Chair
- Historian
- Member at Large
College Relations Subcommittee
- Comm. Chair
- College Relations Rep
- Student Section Chair
ProgramsSubcommittee
- Comm. Chair
- Event Planner
- Member at Large
Communications Subcommittee
-Comm. Chair
-Newsletter Editor
- Webmaster
History & Heritage Subcommittee
- Comm. Chair
- Historian
- Member at Large
College Relations Subcommittee
- Comm. Chair
- College Relations Rep
- Student Section Chair
Executive Committees
• Key Responsibilities– Abide by Rules
– Maintain Focus
– Program Planning
– Succession Planning
– Member Recruitment
Abide by Rules
• Unit Level– Bylaws
– Operating Guide
• Governance Level– Manuals
– Policies
– Merit Based Funding
• Robert’s Rules of Order
Maintain Focus
Focus on your unit’s…• Customers• Mission• Finances• Volunteers
Program Planning
Keys To Success
1. Set goals
2. Deliver programming that members respond to
3. Start planning at least 3-6 months ahead
4. At least break even
5. Deliver announcements 5 times using 3 formats
6. Remember to have fun!
Succession Planning
Why?• Build a tradition of a well
run organization
How?• Recruit new volunteers• Send someone to LTC each
year• Mentor newer volunteers• Encourage regular change in
roles
Member Recruitment
Why?• Keep ASME relevant• Help your coworkers share
in the benefits
How?• Invite to attend event• Leave copy of ME
Magazine or Unit Newsletter
• Take five minutes to talk about why you are a member
Review: The Executive Committee
• Create networking and knowledge sharing opportunities
• Responsibilities– Abide by rules
– Maintain Focus
– Program Planning
– Succession Planning
– Member Recruitment
Common Operational Activities
Programs• Dinner meeting• Tours• Socials• Online Discussions• Engineering Week• College Outreach• High School Outreach• Honors & Awards
Administrative• Elections• Bylaws• Filing documents• Minutes / Action items• Newsletter and Website
updates• MBF Scoring• Fundraising• Membership Drive
Executive Meeting 101
• Agenda• Schedule
– Frequency
– Duration
• Role of Moderator• Motions• Minutes
Executive Meeting 101
• Motions1. Chair recognizes person
2. Proposer states motion• Requires Second
• Followed by discussion
3. Move to stated question • Ends discussion
• Requires Second
4. Vote on motion
Executive Meeting 101
• Minutes– Attendance sheet
– Records• Time and Place
• Report highlights
• Motions and their disposition
– Action Item list
– Next meeting
Executive Meeting 101• A Typical Agenda
1. Call to Order– Revision to agenda– Approve prior minutes
2. Old Business• Treasurer’s Report• Committee Reports• Special Project Reports
3. New Business (New ideas)4. Wrap-Up
– Review Action Items, Motions– Next Meeting– For the good of the order?
5. Motion to Adjourn
Executive Meeting 101
1. Have fun and relax2. Be courteous and listen3. State all concerns at meeting4. Focus on critical tasks5. Don't judge ideas during
brainstorm6. Don't interrupt and don't
dominate7. Stay focused and on time
8. Don't rehash old subjects9. OK to walk around during meeting10. Explain acronyms11. Raise your hand to discuss12. No side meetings - Hold until the
break13. Parking lot is open14. Please turn off all cell phones,
pagers crackberries, and iPhones!
• Meeting Norms
What is an Effective Unit?
Understand your customer’s needs
Have a plan to meet them
Deliver on the plan Grow membership Build a tradition of a
well run organization
What is an Effective Unit Leader
A team player Remains focused Recognizes everyone’s
contribution Creates opportunities for
others to participate Constantly questions status
quo Sends people to
Conferences, District Events and the Leadership Training Conference
Is always positive
REVIEWING OBJECTIVES
1. Learn your unit’s strategic fit2. Identify your customers
3. Gain an understanding of Executive Committee roles and responsibilities
4. Gain exposure to important operational issues
5. Understand Executive Committee Procedure
6. Learn to reach unit goals
Key Points
• Networking and Knowledge Sharing• Programs and activities should meet your member’s
needs• Leverage the Executive Committee Model
Thank You
• Marc A. Meadows, P.E.: [email protected]
This presentation will be posted on the 2012 LTC Web Site, at
http://www.asmeconferences.org/ltc12/presentations.cfm