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The ABCs of Board Orientation

The ABCs of Board Orientation. A template for adaptation by your association. PREPARATION. Things to think about before you begin…. Timing. Time of year Length of session. Participants. Directors Staff? Committee leadership? Others?. Speakers?. Past Presidents Community leaders

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The ABCs of Board Orientation

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  1. The ABCs of Board Orientation A template for adaptation by your association

  2. PREPARATION Things to think about before you begin….

  3. Timing Time of year Length of session

  4. Participants • Directors • Staff? • Committee leadership? • Others?

  5. Speakers? • Past Presidents • Community leaders • Senior staff • State reps. • Outside consultants • Others?

  6. Materials

  7. Include: • Either in a packet or links to your intranet on your association’s website (or both”) • Strategic plan • Bylaws and policies • Committee descriptions and rosters • Staff roles and roster • Calendars • Key websites • Parliamentary procedure charts

  8. What should you cover?

  9. Icebreaker Begin with some type of icebreaker that provides for introductions of everyone with some personal information included

  10. Organizational Review

  11. Your association

  12. Governing documents Bylaws Policies and procedures

  13. Association structure/reporting process

  14. Budgeting and Financial Review • Developing & managing the budget • Relationship to plan • Percentage of staff time • Estimated direct expense/income • When will money be spent? Plan for liquidity • How to Read a Financial Statement

  15. Financial statements

  16. evaluating your programs and products

  17. The Board’s Duties

  18. Defining purpose: why are we here and what do we do?

  19. Fiduciary duties

  20. Liability Antitrust • price-fixing, • boycotting • tying agreements NAR E & O

  21. Working with staff

  22. Key Points

  23. Role of the Board of Directors in Ethics Enforcement Professional Standards Responsibilities

  24. When, how, where Communication Practices/Expectations

  25. With membership, community, committees, more Being engaged

  26. Fair share, other award levels, directors’ commitment expected RPAC AND CALLS TO ACTION

  27. Role in the community

  28. Expectations Spokesperson Policy Ambassadors

  29. Meetings

  30. Calendar • Key association meetings • Directors/membership/other • Special events • State meetings • NAR meetings

  31. Effective meetings

  32. Key points for board meetings • Review standard directors’ agenda • Review agenda and materials prior to meetings • Participate – healthy disagreement is good! • Honor confidentiality • Egos • Consensus-building

  33. Call the question!! Basic parliamentary procedure

  34. The key motions

  35. Recruiting new leaders

  36. How we do it here:

  37. Other Ideas for recruitment

  38. Other Resources

  39. REALTORS®, are you looking for an introduction to getting involved in your local or state REALTOR® association? AEs, are you looking for a comprehensive tool for training potential leadership? Introducing the REALTORS® Excelling in Association Leadership (REAL) Six module course, available online: http://www.realtor.org/courses/realtors-excelling-in-association-leadership-real

  40. NAR Volunteer Leadership Guide http://www.realtor.org/governance/volunteer-leadership-guide

  41. NAR’s Realtor leadership program (RLP http://www.realtor.org/programs/realtor-leadership-program-rlp

  42. YOUR ideas?

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