Leading, Communicating, a nd Money ! i n Organizational Management

1. 2013 Annual AWAG Conference Leading, Communicating, and Money! in Organizational Management Sherri Funk, BBA, MSHRM, MAEd, MTE, TEFL

2. 2013 Annual AWAG Conference Leading the Group Communication Show Me the Money

3. Leading the Group… Characteristics of a Good Leader Leader Styles and Roles Group Dynamics What to Do and When

4. Characteristics of a Good Leader… Knowledgeable Visionary Positive Trustworthy Transformational Inspirers

5. A Good Leader will… • Create an Inspiring Vision and Lead by Example • Empower, Inspire, and Energize People • Build and Lead a Team

6. Types of Leadership Roles: • Futurist • The leader defines the expected direction of the organization • Historian • Reviewing and creating strong messages around your organization’s origins • Ambassador • The most important role to adopt as leader. You’re the face of your organization • Analyst • The leader is the forecaster and needs to be versed on trends, opportunities and problems • Contrarian • Know what you stand for and be able to communicate

7. What does Leadership entail? • Leaders are individuals who guide, direct, motivate, or inspire others. • They are men and women who: • Influence others in an organization or community • Command others’ attention • Persuade others to follow them or pursue goals they define • Control situations • Improve the performance of the group or organization • Connect with others • Get results

9. Reality Check • Set yourself up for success! Some tips: • Review all the paperwork associated with your position • Ask questions about anything you don’t understand, or that isn’t clear • Make sure you have all the paperwork and documentation you are required to have • *Volunteer Agreements are very important for Private Organizations to have on file, at a minimum for the boards and standing committees • * Standard Operating Procedures and After Action Reports are important for directions – Both forward and behind you!

11. Come Together… • Forming a group or team takes energy! More suggestions: • Meet with all the board members for the first time before the board year starts • Review all the documents and positions • Review the responsibilities of each position • Have every board member sign a “Volunteer Agreement” • Set and review Board and Chair Points of Contacts

12. Leading the Group: • Steps for the year: • Develop relationships • Review the needs of the organization • Coordinate a strategy or plan • Put it into action • Review what and how the organization is doing to meet the needs • Adjust as needed throughout the year

13. Communication for Leaders

14. Effective leadership depends on effective communication, that ability to connect to others and, through that connection, guide, direct, motivate, and inspire.

15. Good communication skills enable, foster, and create the understanding and trust necessary to encourage others to follow a leader.

16. Without effective communication, leaders accomplish little. Without effective communication, a leader is not a leader.

17. Reality Check • Set yourself up for success! • Review all the paperwork associated with your position • Ask questions about anything you don’t understand, or isn’t clear • Make sure you have all required paperwork and documentation

18. *Volunteer Agreements are very important for Private Organizations to have on file, at a minimum for the boards and standing committees. * Standard Operating Procedures and After Action Reports are important for directions – Both forward and behind you!

19. Communication Leaders need to be able to structure and write effective simple and complex correspondence and documents, from text messages and e-mails to proposals and reports. They need to be able to write and speak in the language expected of leaders, language that is clear, correct, and concise.

20. Communication to consider… • Monthly report requirements? • Review them all, and proof the minutes before they become your current documentation.

21. Communication to consider… Check all of your organization’s handouts and documents for validity.

22. Communication to consider… Official communication for the organization should be through official channels, either mail or e-mail. *With people changing positions and/or moving each year, you should emphasize the need for all communications to come and go from the official mail box and official positions. This sets precedence for other organizations and businesses to communicate with the position , not one particular person filling the job. This will help now and in the future to cut down on confusion and enable more effective communication flow.

23. Communication to consider… Communicating to the outside, and from the outside into the organization… With your Marketing and Publicity person: Review the job and expectations Set clear directions

24. Continued: With your Marketing and Publicity person: Review the overall goals of the organization Set clear guidelines on who does what in the communications flow of information

25. Communication to consider… With your Secretary and other communication positions, consider and decide on what types of communications you will use and to whom it will go. PLEASE proofread your communications before sending them out! *The President should always have the final say on what is published and where it will be directed. Never withhold information from your board as a power play!

26. Communication to consider… Set your Calendar before the year starts. • Note all the dates for: • board meetings • Committee meetings • functions • fundraising, and themes

27. Communication to consider… Give clear guidance • Expectations for: • Board positions and duties • Sub-committees and roles • Due dates for planning activities and follow-up reporting

28. Organizing your group for success! • Review the present Organizational Chart:

29. The Belly Button…the President Ways and Means Welfare Scholarships Historian Marketing and Publicity Newsletter

30. Communication to consider… Give every General Board member a Point of Contact with the Executive Board. Make the contacts come in line with jobs and roles. *Treasurer in contact with money related positions on the General Board, and so on.

31. Show Me the Money! • Leaders, at a minimum, you should: • Know where the money is • How to read the fiscal reports • Verify the amounts every month • Have your accounts audited every • year by a certified and approved auditor

32. Show Me the Money! You are responsible and liable for your Organization – Make sure you know all there is about the fiscal policies and reporting requirements.

33. 2013 Annual AWAG Conference Leading, Communicating, and Money! in Organizational Management Sherri Funk, BBA, MSHRM, MAEd, MTE, TEFL sherrifunk@aol.com