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Leaving a Legacy: What Leaders Need to Do. Designed Exclusively for the Senior Financial Aid Leadership Team at OASFAA December, 2008 Terry Everson
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Leaving a Legacy:What Leaders Need to Do Designed Exclusively for the Senior Financial Aid Leadership Team at OASFAA December, 2008 Terry Everson Everson Consulting
Personal Learning JournalInitial Learning Objectives A training program is like a communication situation in one important way: If you are clear about what you want or need, and you are willing to ask for it, you are more likely to get it. In the space below, write down what you want or need from this training program. __________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
Overview Agenda • Introduction and Personal Learning Journal • Change is Coming! • The Boss’s Responsibility • Laying the Foundation • Resistance: A Natural Outcome • Analyzing the Situation • A “Teaser Question” • Action Planning Worksheet
What leaders do • Serve as role model • Challenge the processes • We vs. I • Recognize and celebrate • Have a Vision, and share it
Change is Coming Textbook • To cause to be different • To transform • To exchange • To undergo an alteration • Substitution (replace one with another) ====================================================== 10 words that describe how I feel about change
What are you doing to prepare: You Your staff Your organization
Managing Change: An Oxymoron Managing: ================================= Leading:
Laying the Foundation • Values • Vision • Mission • BHAG/WBI
Vision Organization Mission Statement Organization’s Strategic Goals Organization’s Strategic Goals Organization’s Strategic Goals Annual Measurable Organizational Goals Department Mission Department Mission Department Mission Department’s Critical Success Factors Department’s Critical Success Factors Department’s Critical Success Factors Key Performance Indicators and Annual Goals Key Performance Indicators and Annual Goals Key Performance Indicators and Annual Goals Key Performance Indicators and Annual Goals Key Performance Indicators and Annual Goals Key Performance Indicators and Annual Goals Values
A Final Thought Who is your successor and what are you doing to help them prepare? We will address this topic this afternoon!
Call to Action I will do what? By when? Date Action Signed___________________ Date______
Contact Information Terry D. Everson Everson Consulting 807 Sunrise Bay Waunakee WI 53597 www.Everson-Consulting.com everson.consulting@gmail.com (c) 608-225-3762