Presidents Assembly Monthly Webinar October 21, 2010

1. Presidents Assembly Monthly WebinarOctober 21, 2010

2. During the Webinar – Just Ask! Please use this question area to communicate with us throughout the webinar. Have a question…type it!!

3. What Chapter do you represent? Please use your GoToWebinar Question box to type in the name of your Chapter…

4. Update Your Chapter Leadership Roster! • Log into nawbo.org to update your chapter leadership roster – we need to know your current officers and board members • Receive appropriate communications • Receive rebate reports • Receive membership reports • Contact techsupport@nawbo.org to get your password or be authorized administrator to update roster

5. Presidents Assembly Leadership Molly Gimmel Rachael Bender Greater DC Chapter Fort Lauderdale Chapter Chair Chair-Elect presidentsassembly@nawbo.org

6. 2010-2011 Presidents Assembly Steering Committee Anne Freedman NAWBO Miami PASC Northeast & Mid-Atlantic Region Linda Cooper NAWBO Central Oklahoma PASC Southern Region Angelika Coghlan NAWBO Chicago PASC Midwest Region Lola Kakes NAWBO Tucson PASC Western Region

7. NAWBO REGIONAL BREAKDOWNS • Northeast & Atlantic Region • Maine, New Hampshire, Vermont, Massachusetts, Rhode Island, Connecticut, New York, Pennsylvania, New Jersey, Delaware, Maryland, District of Columbia, Virginia, W. Virginia • Midwest Region • Wisconsin, Michigan, Illinois, Indiana, Ohio, N. Dakota, S. Dakota, Nebraska, Kansas, Minnesota, Iowa, Missouri • Southern Region • North Carolina, South Carolina, Georgia, Florida, Kentucky, Tennessee, Mississippi, Alabama, Oklahoma, Texas, Arkansas, Louisiana • Western Region • Idaho, Montana, Wyoming, Nevada, Utah, Colorado, Arizona, New Mexico, Alaska, Washington, Oregon, California, • Hawaii

8. Steering Committee Roles & Responsibilities • Presidents Assembly Steering Committee is responsible for: • Serving as “voice of the chapters” on the National Board and facilitating communications between National and the chapters • Facilitating chapter collaboration/information sharing via webinars & meetings at national conferences • Creating a community of chapter leaders • Helping chapter leaders with strategic planning, problem resolution, etc. • Appointing members to serve on the National Nominating Committee

9. NATIONAL NOMINATING COMMITTEE • The Presidents Assembly is responsible for filling four positions on the National Nominating Committee – the group that chooses the members of the National Board of Directors • If you are interested in serving on this Committee, please email presidentsassembly@nawbo.org and we will send you an application • If you would like to nominate someone to serve on this Committee, please send their name and email address to presidentsassembly@nawbo.org and we will contact them

10. Webinar Schedule • Mark Your Calendar NOW! • Webinars will be held on the third Thursday of every month at noon Eastern time. • Upcoming Webinars: • Nov 18  – Member Retention • Dec 16 – Fundraising (other than corporate partnerships) • Jan 20 – Public Policy (state & local) • Feb 17 – Programming & events • Mar 17 – New Member Recruitment • Apr 21 – Public Policy (national) • May 19 – Strategic Alliances

11. PA Facebook Page Use to share news and information; exchange best practices; ask for help; etc. All chapter leaders are welcome to join. Please do not use to market your business.

12. News from National Molly Gimmel PASC Chair

13. STATE OF NAWBO WEBINAR Tuesday, November 2, 2010 3pm Eastern/2pm Central/1pm Mountain/ noon Pacific The National Leadership will be providing chapter leaders with a comprehensive update on the organization’s plans and priority objectives for 2011. Speakers:Kelly Scanlon, Board Chair Helen Han, President/CEO Laura Yamanaka, Treasurer You should have received an email with a link to register. If you did not, please email chapterservices@nawbo.org and it will be sent to you.

14. PUBLIC POLICY • The NAWBO PAC has been re-launched to provide NAWBO with a voice at the national level regarding issues affecting WBOs • The all-new Online Legislative Action Center provides: • Contact information for elected officials at the national, state, and local level • Information about candidates running for election for national, state, and local offices • The ability to subscribe to policy briefs & email alerts • Advocacy toolkit • Policy briefs on WBO & SB issues • Legislative Action Center is available for all members and non-members

15. CHAPTER RESOURCE CENTER OBJECTIVES • To increase and expand chapter support by providing tools to support our local chapters with improvements and updates on ongoing basis • The all-new Online Chapter Resource Center provides chapters: • Visual Resources and Instructional Presentations • Bylaws and Policies • Forms and Templates • Chapter Best Practices Library • Chapter Operations Manual • National Strategic Plan Overview and Strategic Plan Templates • All Chapter Board Members and Chapter Admin Staff have access to Online CRC. Please update your Chapter Board Roster.

16. REGIONAL LEADERSHIP SUMMITS • OBJECTIVES • To provide chapters with an overview of the long-term strategic plan and priority objectives for NAWBO • To provide access to chapter resources and capacity building opportunities • To open and leverage direct line of communication and engagement between NAWBO and local chapters • To offer networking opportunity between chapters at the regional level; and to share best practices amongst peers to support each other’s growth and success • To collect pertinent data and information about local chapters

17. REGIONAL LEADERSHIP SUMMIT NEXT YEAR’S SUMMITS (planned, dates/locations subject to change) Western Regional Leadership Summit February in Tucson, AZ Midwest Regional Leadership Summit May in Kansas City, MO Northeast/Mid-Atlantic Regional Summit November in Washington, DC

18. FUTURALLIA 2011 • NAWBO is a Network Partner for this annual international conference for small & medium sized business enterprises • Will be held in Kansas City on May 18-20, 2011 • Expecting over 1,000 attendees • Each registrant selects other attendees from catalog that they are interested in meeting, forum sets up 16 30-minute one-on-one sessions • Exhibit hall plus plenty of networking time • Ideal for companies interested in doing business internationally or looking for partnerships

19. EFFECTIVE COMMUNICATION “ You can’t ‘not’ communicate.” -- Communications Expert and Author, David Grossman Created by Anne B. Freedman, President’s Assembly Steering Committee, Miami Chapter

20. How NAWBO Communicates • Main types of NAWBO communication: • Between chapters and National • Among board members • Between chapter board and members • Between NAWBO and outside parties (other groups, media, etc.)

21. Communicating with National NAWBO • Presidents Assembly – presidentsassembly@nawbo.org • PA Steering Committee Regional Representatives • PA Facebook page • Chapter Services – Joyce Lee chapterservices@NAWBO.org • National Board Members and President – contact info listed on National Website www.nawbo.org

22. COMMUNICATION WITHIN your BOARD But You Said You Would… Dealing with the inevitable challenges and disappointments of NAWBO leadership

23. DEALING WITH ISSUES: EXAMPLES OF NOT DOING … • Supposed to show up early to handle registration or greet people • Didn’t write up the minutes • No follow up with corporate sponsor • Failed to get information on a meeting location and details • No speaker’s bio to introduce him/her • Pay their dues / Send a check

24. WHY THEY MIGHT NOT DO IT … • Responsibility. You haven’t established that you are the “authority” to ask them in the first place – or they don’t recognize it. • Accountability. If there are no apparent consequences for NOT doing it, the project/assignment may seem to lack value • Measurement. How will they know if they are successful? What deadlines are set?

25. Setting Up for VOLUNTEER Success • When making a request, try to get a firm time schedule for completion • If a complex or especially time-consuming task, assign at least two people • Try to get a “public” commitment • Give a “way out” that can be taken gracefully and readily if needed • Your techniques?

26. Poll Question #1 Who are consistently the most dependable members in your chapter? • Past presidents • Most of the current Board • Long-time members on or off Board • Members from big companies • Members from smaller or one-person companies

27. How much praise do you hand out as a leader? Do you recognize Board members at meetings for their contributions? Do you thank new members for joining a committee? Or for attending? Do you congratulate members for special achievements outside of NAWBO? In NAWBO? -- It doesn’t cost a thing but means tons.

28. Understanding behavioral styles • Understanding behavioral styles of your Board members will help your Board communicate more effectively with each other • DISC Profile: • D – Dominant – The Friendly Dictator • I – Influencer – The Social Director • S – Steady – The Team Mascot • C – Checklister – The Quality Control Maven

29. The Role of Behavioral Style With a Dominant/Direct offer options or probabilities Susan, you could do either x or y. Which one would be better for you? • Avoid ‘telling’ her what to do at all costs. Let her decide!

30. The Role of Behavioral Style With an Influencer, stress who else they respect/admire could be involved … and how to make it fun! Lisa, you’re going to love working with Mary. She’s nationally recognized, the media is crazy about her, and she really likes to party! • Avoid: Too much detail work.

31. The Role of Behavioral Style With a Steady, emphasize how important the task is to the “team.” Lynne, this event will help put NAWBO in a really good light, and it will help us build better relationships within our chapter and the community. • Avoid: Trying too much new too soon.

32. The Role of Behavioral Style • With a Check-Lister, help break the task into manageable parts. Carla, we’re going to plan the meeting in a step-by-step way so you’ll know exactly what to do and when. • Avoid: Appearing unorganized.

33. Survey Question #2 Do you usually ask two people with complimentary personalities to carry out a task, i.e. appoint co-chairs for projects or team up board members? Usually. Never. Sometimes.

34. WHAT DO YOU DO OR SAY IF … • She can’t meet a deadline • Won’t be at the Board Meeting • Promised an outcome but doesn’t deliver, i.e. an update, guests, etc. • Supposed to send out the newsletter • Supposed to make changes in written material and didn’t before sending • Cancels a meeting last-minute

35. Survey Question #3 When a Board member doesn’t carry out a commitment she has made, what action do you take? • Call her privately to find out why • Ask another Board member who knows her better to call • Email a ‘what happened’ query • Let her know you’re disappointed and upset first, then try to get on with things

36. Language to Avoid • I’m so disappointed in you … • You let everyone down … • How could you forget!! • What were you thinking, not doing it? • You could/should have called me to let me know. • How is this going to make us look?

37. PHRASES TO CONSIDER USING … • I understand you had the best of intentions AND (not BUT) … • I can see that you are overwhelmed just now …However, WHO do you think could help us out …? • I realize that you are usually right on top of things … • It was a good idea. We will plan on incorporating the x in a future meeting. • Others?

38. Handling Your Own Reaction • Okay to be angry! But try to focus on the situation, NOT the person. • Draw in your other officers and Board Members to come up with an alternative. • Use your position power to guide you and personal power if needed. • Remember, tomorrow is another day!

39. COMMUNICATING WITH members & prospects • Use Facebook and LinkedIn groups to promote your events and meetings • Chapter newsletters really help • Offer opportunities for members and their businesses and accomplishments to be featured • Communicate regularly but not too often

40. COMMUNICATING WITH media • Send news releases to calendars of newspapers, magazines and TV assignment editors • Ask for deadlines so you are included • The media does want to know about NAWBO and our members • Set up a regular flow of information to both traditional and new media • Monitor HARO for opportunities to showcase the chapter

41. Survey Question # 4 How often does your Chapter appear in local media? • Once a month, a calendar listing • Every meeting gets coverage • 3-4 times a year • Only for really big events

42. Survey Question #5 Are you using LinkedIn or Facebook to promote your Chapter meetings and events? Every month Occasionally Never

43. Remember, You Are Not Alone! • Reach out to others when things get ‘sticky’ or unpleasant • Praise frequently to build rapport • Accept that things will not always go exactly the way you want or expect • NAWBO is more than the sum of our parts! We are special and worth it!!!

44. Questions?

45. Thank you for participating in • NAWBO Presidents Assembly Webinar! • We look forward to talking to you next month. The webinar will be on Nov 18th at noon Eastern • To share this information with your chapter’s leadership, visit NAWBO Presidents Assembly Community. The slides will be posted in the Resources section • A link to a recording of this webinar will be posted on the PA Facebook page

46. CONTACT NAWBO Member Services:  memberservices@nawbo.org Chapter Services:  chapterservices@nawbo.org Presidents Assembly:  presidentsassembly@nawbo.orgNews/Article Submissions: publications@nawbo.org Website/Technical Support:  techsupport@nawbo.org

47. Your Feedback is Welcome! Please send feedback to presidentsassembly@nawbo.org