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Onboarding New Board Members Toolkit Team:

2. Onboarding New Board Members Toolkit Team: . Ken Phillips, CPLP, Chicagoland Mark Myette, CPLP, Greater AtlantaPeggy Salvatore, Eastern PennsylvaniaDeb Pastors, ChicagolandCami Best-Jones, Project Manager, ASTD. Discussing Chapter Onboarding Best Practices: . Steve Feinstein, President, Ft. LauderdaleMark Myette, CPLP, President-Elect, Greater AtlantaMelinda Laubscher, President, CascadiaKelly Bosak, President, Kansas CityDeb Pastors, President, ChicagolandBarry Altland, Central Fl9455

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Onboarding New Board Members Toolkit Team:

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    2. 2 Onboarding New Board Members Toolkit Team: Ken Phillips, CPLP, Chicagoland Mark Myette, CPLP, Greater Atlanta Peggy Salvatore, Eastern Pennsylvania Deb Pastors, Chicagoland Cami Best-Jones, Project Manager, ASTD

    3. Discussing Chapter Onboarding Best Practices: Steve Feinstein, President, Ft. Lauderdale Mark Myette, CPLP, President-Elect, Greater Atlanta Melinda Laubscher, President, Cascadia Kelly Bosak, President, Kansas City Deb Pastors, President, Chicagoland Barry Altland, Central Florida, 2011 ALC PAC Chair 3

    4. Agenda Why this toolkit? Focus of toolkit Structure of toolkit Onboarding “Best Practices” Toolkit Area Overviews Wrap Up and Questions 4

    5. What’s the biggest challenge you face when bringing new members onto your board? 5

    6. Fort Lauderdale Chapter Orient Board Members to their roles & responsibilities through learning based activities. Analyze chapter priorities/vision/mission through discussion and survey’s results. Identify strategies to gain a better understanding of Chapter By-Laws and important dates. Align the responsibilities and tasks of each function with the vision/mission/business plan of the chapter. Create Action Plans for each board function that aligns to the overall chapter goals and strategies. 6

    7. 7 Greater Atlanta Chapter It begins early! Informal - New Member Orientation (ongoing /monthly) Formal - Annual Leadership Academy 2010 Executive Board (EB) Leadership Transition Process August 10: Email to 2011 EB members August 10 - September 10: President-elect to meet individually with each 2011 EB member September 13: One hour meeting with 2011 EB before 2010 monthly EB meeting October 1-2: Attend ALC, Arlington, VA November 12: 2010 - 2011 EB dinner with spouse/significant other November 13: 2010 - 2011 EB Retreat November 13 - December 31: Final prep for 2011!

    8. Cascadia Chapter Small Board Reduced for 2010 (from 12 to 9) Focus on strategy Tactics by AVPs and Directors succession planning! Learned from past mistakes and the 2009 “perfect storm” Spend time up front Forming Focus on partnerships between roles Use a collaboration workspace (Huddle) Document storage Brainstorming and stage setting Meetings can stay focused on decision making and strategy 8

    9. Chicagoland Chapter 9 Past practice For 2010: Full day strategy meeting in October Recorded webinar with “need to know” information Full day transition meting in December Ongoing meetings between outgoing/incoming functional leaders

    10. Kansas City Chapter Board Retreat Board Position Descriptions Discuss Goals Installation of Officers Ceremony 10

    11. The ASTD Chapter Leaders Conference (ALC) as an Onboarding Resource 11

    12. ASTD Chapter Leaders Conference Annual conference held in October that gathers 300+ chapter leaders from across the nation to share ideas and best practices Conference Mission Statement: “Provide chapter leaders with a strategic and concentrated opportunity to learn how to be more effective in their respective roles.” 12

    13. 2011 Chapter Leaders Conference Preconference: October 13 Conference: October 14 -15 Why Engage in ALC? Build your network Meet ASTD Chapter Coaches, NAC, Staff Exposure to tools, resources and ideas Avoid “reinventing the wheel” 13

    14. General Onboarding Information and Transition Meetings 14

    15. Your Chapter's Information 15

    16. General Board Information 16

    17. Board Members as Chapter Leaders 17

    18. Board Members as Functional Leaders 18

    19. Board Meetings 19

    20. National ASTD as a Partner 20

    21. What's In It For Me? 21

    22. Onboarding and Transitioning Best Practices Discussed throughout the webinar Located throughout the toolkit ALSO highlighted in one section 22

    23. QUESTIONS? 23

    24. Thanks for joining us today! If you have additional questions, or resources you’d like to share, contact us! Ken Phillips, CPLP: ken@phillipsassociates.com Mark Myette, CPLP: mmyette@bellsouth.net Peggy Salvatore: peggy.salvatore@gmail.com Deb Pastors: debpastors@att.net Cami Best-Jones: cjones@astd.org 24

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