Taking Your Team to the Top

1. Taking Your Team to the Top Kathleen Diemer Director of Donor Relations University of Maryland CASE 2012 Annual Conference for Donor Relations Professionals

2. I Have Had Leadership/Management Training • Yes • No • I Know Whether or Not My Supervisor Has Had Leadership/Management Training • Yes • No

3. If I Could Define How I Want My Team Described In One Word It Would Be: _________________________________ • When I Envision the Above Word, I Think of the Following Characteristics: _____________ ____________ _________________________ _________________________ _____________ ____________

4. The Last Time I Asked My Team Members to Describe Our Team They Used the Words: _____________ ____________ _____________ ____________ _____________ ____________ • The Last Time I Asked Colleagues Outside of Our Team to Describe Our Team They Used the Words: _____________ ____________ _____________ ____________ _____________ ____________

5. I Know How Each of My Team Members Are Classified by My Institution’s HR Policies and What That Means for Their Leave Time, Overtime Status, Retirement, Ability to Work Remotely, Etc. • Yes • No

6. The Last Time I Talked to My HR Director That Did Not Involve Immediately Hiring or Firing Someone Was: • Never • When I Was Hired • Sometime In The Last Year • Sometime In The Last Six Months • Sometime in the Last Few Weeks

7. The Last Time I Reviewed/Revised the HR Job Descriptions for My Team Members Was: • Never • When I Was Hired • Sometime In The Last Year • Sometime In The Last Six Months • Sometime in the Last Few Weeks

8. When I Think About My Division and Compare My Team to Other Areas, I Think My Team Is Seen As: • Equally Valuable to The Division’s Success • Less Valuable Than Other Areas • More Valuable Than Other Areas • I Base This Assessment On the Following Factors: _____________ ____________ _____________ ____________ _____________ ____________

9. I Define Our Team’s Core Mission the Following Way: _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________

10. There Are Tasks, Activities and Responsibilities Currently Assigned to My Team That Do Not Adhere to Our Core Mission. They Are: _____________ ____________ _____________ ____________ _____________ ____________

11. If We No Longer Performed the Tasks, Activities and Responsibilities That Do Not Adhere to Out Core Mission. We Could: _____________ ____________ _____________ ____________ _____________ ____________

12. I Utilize the Following Techniques and Opportunities to Market and Brand My Team: _____________ ____________ _____________ ____________ _____________ ____________

13. I Keep Current With Available Donor Relations Positions, Their Roles/Responsibilities and Salaries in My Geographic Region. • Yes • No

14. When I Need More Information About Donor Relations Salaries, Responsibilities, Projects/Programs, Etc. at Other Institutions, I Can Personally Contact: _____________ ____________ _____________ ____________ _________________________ _________________________ _____________ ____________

15. In the Last Year I Have Read (insert number here)______ Books About Management, Leadership and/or Customer Service. • When Watching Television, I Try to Seek Out Shows That Can Provide Me With Thoughts Or Ideas About Leadership. • Yes • No

16. Based On the Assessment I Have Just Completed I am Going to Do The Following When I Return to My Office: _________________________________ _________________________________ _________________________________ _________________________________ _________________________________