Family Leadership Academy

1. Family Leadership Academy

2. Family Leadership Academy Susan Boehrer ~ susan@okfederation.org ~ 405-426-7070 Jeff Tallent ~ jeff@okfederation.org ~ 405-203-7898 Joey Clifton ~ joey@okfederation.org ~ 405-517-7078 Oklahoma Federation of Families for Youth and Children’s Mental Health www.okfederation.org Susan (3 min.) Introductions Welcome to seminar Handouts – PowerPoint presentation, Academy Notebook, Participant’s manual contact info for them Susan (3 min.) Introductions Welcome to seminar Handouts – PowerPoint presentation, Academy Notebook, Participant’s manual contact info for them

3. Why was the Academy Developed Purpose: To equip family members with the resources and confidence to assume and exercise positions of leadership on boards and committees of private and public organizations that effect the well being of children with mental illness and emotional disturbance. Susan (2 min.) Talk about how and why Academy was developed state wants family involvement – not just spoken – not tokinismSusan (2 min.) Talk about how and why Academy was developed state wants family involvement – not just spoken – not tokinism

4. Learning Objectives To understand the definition and importance of Systems of Care values, ethical behavior, cultural diversity, and confidentiality. To be able to relate one’s personal story in an effective manner. To understand the roles and responsibilities of advisory and governing boards. To understand financial statements and fiscal responsibility of a board member. Joey (5 min.) Critical that objectives are developed as a guide The evaluation determines if those objectives are met Imagine exercise: Have participants imagine they are a family member who was asked to serve on community advisory board for a mental health organization. They have never served on a board before. What questions might they have? What things do they need to learn to be an effective board member? Get responses, then quickly cover objectives of Academy.Joey (5 min.) Critical that objectives are developed as a guide The evaluation determines if those objectives are met Imagine exercise: Have participants imagine they are a family member who was asked to serve on community advisory board for a mental health organization. They have never served on a board before. What questions might they have? What things do they need to learn to be an effective board member? Get responses, then quickly cover objectives of Academy.

5. Learning Objectives Cont’d To understand the responsibilities and commitment of a board or committee member, parliamentary procedures, and general rules of board etiquette. To be able to facilitate a board or committee meeting. To be able to advocate for one’s family in an effective and professional manner. To understand the legislative process and be able to advocate for system changes and increased funding in an effective and professional manner. Joey (1 min.)Joey (1 min.)

6. Six Component Course Orientation to Leadership Telling Your Story Family Voice on Boards Understanding Financial Data Meeting Basics Family Involvement in Advocacy Susan (4 min.) different locations Times Style and culture of multiple agencies Learn to navigate Susan (4 min.) different locations Times Style and culture of multiple agencies Learn to navigate

7. Helpful Hints Use community experts for different Academy training components Customize the Academy components for your community needs Prepare content evaluations for each training session Serve snacks Consider gift cards or stipends for family members not otherwise being compensated Encourage attendance by professional advocates Joey (3 min.)Joey (3 min.)

8. Helpful Hints – Cont’d Set agenda for each meeting Have electronic as well as paper handouts for each training component Have a back-up plan (multiple trainers can result in last minute changes) Use a sign-in sheet at each Academy session Have one training session in conjunction with a board meeting and watch a board meeting before a class. Joey (3 min.)Joey (3 min.)

9. Orientation to Leadership – Training Tips Introduction to course Attendance expectations Meeting schedule Hand out participant manuals Set meeting rules, covenant, etc. Susan (3 min.)Susan (3 min.)

10. Orientation to Leadership – Content Systems of Care Values Ethics – Definition Code of Ethics Cultural Competency – How to Define Cultural Competence Confidentiality – HIPPA Real life confidentiality - Scenarios Susan (5 min.) Use 3 minute personal sentence for family culture (?)Susan (5 min.) Use 3 minute personal sentence for family culture (?)

11. Telling Your Story No Need to Feel This Way Joey (1 min.)Joey (1 min.)

12. Telling Your Story – Learning Objectives Understand the multiple purposes of being able to tell their family story to an audience in a positive way. Understand how to prepare and organize their personal story. Learn effective presentation strategies and how to adapt their story to meet different objectives. Practice telling their story and receive feedback from other participants. Joey (4 min.)Joey (4 min.)

13. This is My Story Sheamekah Williams Boynton, OK Susan introduce Sheamekah (9 min.)Susan introduce Sheamekah (9 min.)

14. You need to attend a training on basic financial data if: You think a balance sheet is when a paper rests on the edge of your desk You think non-profit is the same as unprofitable You think GAAP is the space left between two parked cars You think Bookkeeping is when you keep your library book to long and they charge you a fine. Susan (2 min.)Susan (2 min.)

15. Understanding Financial Data Use a local CPA as a presenter Distribute sample financial documents Present information in an understandable language Allow time for questions Susan (3 min.)Susan (3 min.)

16. Family Voice on BoardsObjectives Learn the difference between an Advisory Board and a Governing Board Learn the roles and responsibilities of board members Understand how boards relate to executive directors and other staff Joey (3 min.)Joey (3 min.)

17. Take the Blinders Off Gerri Mullendore Oklahoma County Family Support Provider Former Board Member Joey Introduces Gerri (9 min.)Joey Introduces Gerri (9 min.)

18. Meeting Basics Great opportunity to collaborate with another non-profit. Make it fun – Have a mock meeting Presenter – Board Development for a large non-profit such as United Way Susan (2 min.) Susan (2 min.)

19. Meeting Etiquette and Board Responsibilities Bylaws—why have them? Robert truly does have “rules of order”. There are Roberts Rules and there are our rules. Be a great meeting participant—Don’t use your new knowledge to be a Poo-Pooer (Point of Order Pointer Outer ). Susan (5 min.) Skit?Susan (5 min.) Skit?

20. Advocacy Levels of Advocacy Self Advocate Advocate for others Legislative Advocacy – Policy Level Turning your good idea into law How to meet and impress your legislator Joey (4 min.)Joey (4 min.)

21. How to Make This Work in Your Community What Academy components do you need to change, delete, or add? Who in your community could be experts in their field as presenters? Who will participate? Who will coordinate the Academy and how will they gain access to materials, handouts, and manuals. Leave here with a To Do List. Susan (4 min.)Susan (4 min.)