LEADERSHIP TIPS & TOOLS

1. LEADERSHIP TIPS & TOOLS President/President-Elect Training NALS Professional Development & Education Conference Saturday, March 1, 2014 Mimi Mangrum – NALS Board Member Audrey M. Saxton, PP, PLS – NALS Board Member

2. INTRODUCE YOURSELF:Your nameYour chapter & positionAnswer one of the following:1. Something on your bucket list to do or see2. If you were a cartoon character, who would you be?3. Are you a morning person or a night person? INTRODUCTIONS Remember to fill out your card on the table too!Side 1: # of positions held; Side 2: What you ♥ about NALS & Your “Big Idea” for your year (Leave some room for later)

3. What tools do you need to get the job done? “Man is a tool-using animal. Without tools he is nothing, with tools he is all.” ~ Thomas Carlyle ~ TOP 10 LEADERSHIP TOOLS

4. Top 10 leadership tools Search here … 1. NALS.org Leaders page OR BETTER YET … Go straight to it!!

5. NALS.ORG LEADERS PAGE

6. NALS.ORG LEADERS PAGE eulamae

7. Top 10 leadership tools 2. Officer Rosters Roster Search or visit: www.nals.org/?p=740

8. Top 10 leadership tools 3. IRS 990-N Forms Annual Electronic Filing Requirement for Small Exempt Organizations — Form 990-N (e-Postcard) Most small tax-exempt organizations whose annual gross receipts are normally $50,000 or less are required to electronically submit Form 990-N, also known as the e-Postcard, unless they choose to file a complete Form 990 or Form 990-EZ instead. If you do not file your e-Postcard on time, the IRS will send you a reminder notice. There is no penalty assessment for late filing the e-Postcard, but an organization that fails to file required e-Postcards (or information returns – Forms 990 or 990-EZ) for three consecutive years will automatically lose its tax-exempt status. The revocation of the organization’s tax-exempt status will not take place until the filing due date of the third year. www.irs.gov

9. IRS FORM 990-N • How to File • http://epostcard.form990.org • When you access the system, you will leave the IRS site and file the e-Postcard with the IRS through Urban Institute. • You will need to create a log-in using the chapter’s Tax ID number (if you don’t know this or have it recorded somewhere, contact the NALS Resource Center) • The form must be completed and filed electronically. • There is no paper form. • DEADLINE TO FILE IS SEPTEMBER 15TH * • *Or the 15th of the month on the 5th month following the end of the fiscal year

10. IRS FORM 990-N Information You Will Need to File the e-Postcard The e-Postcard is easy to complete. All you need is eight items of basic information about your chapter. Employer identification number (EIN), also known as a Taxpayer Identification Number (TIN) Tax year Chapter’s legal name (“NALS Inc”) and local mailing address Any other names the chapter uses (this would be your chapter name; aka your “DBA” name) Name and address of a principal officer (president or treasurer) Web site address, if your chapter has one Confirmation that the chapter’s annual gross receipts are $50,000 or less If applicable, a statement that the chapter has terminated or is terminating (going out of business)

11. Top 10 leadership tools 4. iLEAD Blog for P/PEs http://www.nals.org/?p=5581

12. iLEAD BLOG FOR P/PEs http://www.nals.org/?p=5581

13. Top 10 leadership tools 5. • FUNDING PRIORITIES • Educational / Research Opportunities • Grants • Keynote Speakers/Workshops • Recognitions http://www.nals.org/?p=114

14. NALS FOUNDATION • DEADLINES TO SUBMIT GRANT PROPOSALS: • March 1 • June 1 • September 1 • December 1 http://www.nals.org/?p=134

15. Top 10 leadership tools 6. NALS Officer Training Toolkit Remember the password is eulamae http://www.nals.org/?p=309 Scroll down to President/President-elect (P/PE) Resources

16. Top 10 leadership tools 7. NALS Marketing Toolkit • Websites Made Easy • Social Media: Join the Conversation • The Marketing Mix • Basics of Design:- Audience- Layout- Typography- Color • NALS PowerPoint http://www.nals.org/?p=698

17. Top 10 leadership tools 8. Governing Documents • NALS • Bylaws • Standing Rules • Local/State Chapter • Bylaws • Standing Rules • Policies & Procedures • Strategic Plan When was the last time these documents were reviewed?

18. Top 10 leadership tools 9. NALS Leaders & Members • We are a network of leaders • Connect quickly through Social Media: • Facebook • LinkedIn • Twitter

19. Top 10 leadership tools START HERE 10. NALS.org website

20. NALS.org website Get to the Site Map or the Members Area under the Welcome tab

21. NALS.org website Site map is organized by “tabs”

22. Top 10 leadership tools (PLUS 1!) BONUS! NALS Resource Center Staff Tammy Hailey, CAEExecutive Director & NALS Foundation Executive Directorhailey@nals.org April CollinsMeetings and Communications Manager & @Law Editorcollins@nals.org Saundra BatesMembership Services Managerbates@nals.org Diana PriceEducation & Certification Managerprice@nals.org

23. THINK FUN!Table Activity Brainstorm BIG and FUN ideas for how to: Get board members excited about coming to meetings Network the association with related associations (local/state bar, ALA), law firms, schools, etc. SHARE your TOP Big/Fun Idea

24. Checklists for Success “Don’t reinvent the wheel, just realign it.” ~ Anthony J. D’Angelo ~ LEADERSHIP TIPS

25. LEADERSHIP TIPS • PRESIDENT: General Duties • Preside at all meetings of the association and conduct meetings according to the established rules of parliamentary procedures • Appoint all appointive officers and chairs, subject to required approval • Serve as an ex-officio member of all committees, except the nominating committee • Oversee the work of officers and committee chairs NALS Officer Training Toolkit: Book 3 – Leadership, p. 2

26. LEADERSHIP TIPS • PRESIDENT: General duties … continued • Remain neutral and permit full discussion of all matters, making certain the final determination of all matters is by the members • Be responsive to complaints, questions, ideas, and problems of the members and officers • Keep members up-to-date and informed on programs and events at all levels of NALS NALS Officer Training Toolkit: Book 3 – Leadership, p. 2

27. LEADERSHIP TIPS • PRESIDENT ELECT: General duties • The president-elect shall assume the duties of the president in the president’s absence • Suggested duties • Maintain the bylaws and standing rules (and/or serve as Strategic Planning Committee chair) • Maintain, update, and distribute the Officer, Director, and Committee Guidelines • Handle all questions relating to ethical matters in accordance with standing rules and/or serve as the NALS liaison NALS Officer Training Toolkit: Book 3 – Leadership, p. 4

28. LEADERSHIP TIPS • PREPARE TO LEAD • Secure files from your predecessor • Read & familiarize yourself with NALS governing documents (national, state & local) • Solicit for committee applications • Update the NALS roster via Officer Roster Form • Hold an Executive Committee planning meeting- set goals and meeting dates for the year- make committee chair appointments- assign members to committees • Calendar deadline for IRS Form 990-N filing NALS Officer Training Toolkit: Book 3 – Leadership, p. 3

29. LEADERSHIP TIPS • WHILE YOU’RE PRESIDENT • Share your goals for the year in your installation speech and at your first board meeting • Attend state and NALS conferences, if possible • Try to attend the first meetings of all committees, if possible • Call for first board meeting (try to meet with outgoing board members as well) • Create and adopt a budget for the year • Call for committee reports and plans • Preside over board and membership meetings NALS Officer Training Toolkit: Book 3 – Leadership, p. 3

30. LEADERSHIP TIPS • WHILE YOU’RE PRESIDENT … continued • Write articles or messages to the members for inclusion on the chapter’s web page (blog), newsletter or in a monthly email • Help with membership socials • Assist with awards, recognitions, installation ceremonies at monthly or annual meetings • Bottom Line: You’re the face of your NALS chapter NALS Officer Training Toolkit: Book 3 – Leadership, p. 3

31. EFFECTIVE MEETING STRATEGIES • CALL TO MEETING • AGENDAS • Prepare and share in advance • Keep your meeting focused • Stick to a timeline • MINUTES & REPORTS • Share previous meeting minutes in advance • If possible, share written reports in advance • Try to turn around meeting minutes soon after PREPARING FOR MEETINGS

32. EFFECTIVE MEETING STRATEGIES • AGENDAS • A thought out agenda helps save time • An agenda is a list of items which helps the group that is meeting achievethe specific goals of the association • Organize intelligently:- Start with most important items- Handle short, urgent items first- Concentrate on fewer more important items- Keep items in logical order, when possible • Establish ground rules and time limits ahead of time PREPARING FOR MEETINGS

33. EFFECTIVE MEETING STRATEGIES • TIME IS OF THE ESSENCE • Start/end on time; stragglers will learn to be on time in the future • Be courteous of schedules; try to schedule meetings for daysand times that work for everyone • Follow an agenda & monitor time • Be prepared to “table” things for another day • If an item requires a special meeting, schedule one CONDUCTING MEETINGS

34. EFFECTIVE MEETING STRATEGIES • ENSURE PARTICIPATION • SECRETARY’S ROLE: • Take attendance • Record minutes of discussions • Record decisions & actions; motions & passage of motions • Record & review “action item” commitments;if a board member commits to doing something, record the “who” “what” and “by when” CONDUCTING MEETINGS

35. EFFECTIVE MEETING STRATEGIES • PRIOR TO ADJOURNING: • Use the “Rule of 3”- solicit input at least 3 times to be sure everyone has a chance to speak • Re-state commitments & deadlines • AFTER MEETINGS: • Evaluate the meeting- Adapt an evaluation formMeetings that Work!, Chang and Kehoe EVALUATING MEETINGS

36. What does your number mean to you? What is your “take away” BIG/FUN idea? Commit to one major accomplishment FINAL THOUGHTS AND Q&A

37. LEADERSHIP TIPS & TOOLS President/President-Elect Training Questions?