WALL Leadership Conferen ce Leadership Tools October 5, 2012

1. WALL Leadership Conference Leadership Tools October 5, 2012

2. Introduction • Difficulty recruiting officer positions • Lack of records/data • Inconsistency in process and records • Variation in member computer skills • Maturing organization

3. Knowledge Needs • How to run a meeting • Who does what? • How do we document finances, policies and procedures • What data do we need to make decisions

4. Robert’s Rules of Order • Brief review of rules most commonly used • Two page summary • $7.50 at Amazon.com • Concise, economical resource

5. Treasurer’s Handbook • One page summary info and contacts • Examples of reports, forms, data • List of Office CEE /LIR responsibilities • Outcome: Smooth transition officers 2

6. Roles LIR and Office CEE • Working Document • Activity • Role of LIR members • Role of Office CEE support staff • Update when changes • Use as tool for discussion 3

7. Word Mark Up • Tracks and displays changes • Decision to accept or reject changes • Can be used with multiple editors • Word recognizes each computer user • Outcome: Efficient and easy way to update administrative bylaws, policies and procedures and other documents 4

8. Financial Reports and Forms • Excel spread sheet format • Pricing Template • Detail of bus tours/fee based activities • Outcome: Data driven decision making 5,6

9. Demographic Data • What data will you collect? • What format will be used to collect data? • How will you count/sort the data? • How will you display the data? • How will you use the data? • Who has access to the data? • Outcome: Data driven decision making

10. What Data Will You Collect Member information • Name • Address • City • Zip Code • Phone • Email address • Age • Work prior to retirement • Year member joined • Other info as necessary Types of Memberships • Current Membership • Corporate Membership • New Members • Nonrenewal Members • Deceased Members

11. Data Collection Tools and Display • Excel spread sheets • Multiple columns • Pivot tables to count information • Pie Charts and graphs for display • Web site- Sharing and getting ideas • 9,8

12. How will you use the data? • Member recruitment - UWO retirement meetings - Share the experience • Financial decisions - Pricing of fee based activities - Profit/loss of fee based activities • University liaison

13. Who has access to the data? • Office Staff • Steering Committee • Others need to know basis • Members can stipulate not to share email address • Generalized info vs. member specific

14. WALL DATA • Excel spread sheets limited • Scrolling spread sheets allows one to compare each data descriptor • Power point slides for comparison • Web sites for additional information • Based on 2011 data provided by organizations 10,11

15. WALLWisconsin Association for Lifelong Learning • WALL Mission: The purpose of WALL is to provide a communication network among all learning in retirement organizations in Wisconsin • Membership: All learning in retirement organizations affiliated with or sponsored by post secondary organizations

16. WALL: Organization Affiliations • 3 Affiliated with Technical Colleges • 1 Affiliated with a Private College • 1 Affiliated with a Senior Center • 9 Affiliated with State Universities • 14 Organizations located in 15 cities.

17. WALL: Year of Inception • Range 1987-2005 • Madison was first in 1987 • Door County the most recent in 2005

18. WALL: Organization Names • 7 Learning in Retirement • 1 Society for Learning Unlimited • 3 Lifelong Learning • 1 LIFE (Learning is ForEver) • 1 PLATO (Participatory Learning and Teaching Organization)

19. WALL: Organization Membership • Average 417 members • Range 144-1038 members

20. WALL: Annual Membership Fees • Average fee $43 • Range of fees $20-$75 • 1 at $10, 1 at $20, 1 at $30, 2 at $35, 2 at $40, 2 at $50, 1 at $60, 2 at $75 • 4 Prorate fees • 6 Charge course fees range $5-$15 per session

21. WALL: Winter, Spring and Summer Terms • All have winter and spring terms • 7 have summer terms or activities

22. WALL: Annual Class Offerings • Range 8-186 • Average number 82 • Local trips 4-20 • Bus trips 3-25 • International trips – 3 organizations • Class lists are available on websites

23. WALL: Annual Class Offerings continued: • Fall kickoff meetings 11 • Spring kickoff meetings 5 • Annual meeting 11 • Summer picnic/social 4 • Other social activities 4: Holiday, Ice cream social, Game day, Choir

24. WALL: Web Sites • All organizations have a web site • 3 have online registration options • All contain contact people, course catalogs and membership forms • WALL web site at Stevens Point web site

25. WALL: Organizational Costs • 4 Use paid presenters • 6 Have classroom user fees • 3 Have dedicated classrooms • 8 Have free parking, other pay • Support staff hours/ dollars vary • One organization pays no dollars

26. WALL Clerical Support Costs • Hard to quantify • Staff support paid and unpaid • Full time and part time • Salary cost of administrative assistants and/or Directors • Need a way to compare • Suggest dollars per member wherever dollars are charged to the organization

27. Summary • Need for computer skills for officers • Need Data driven decision making • Tools useful to make work easier • Many resources available- computer, books and people

28. Questions and Answers ? Thank you for attending and sharing ideas

29. Word Markup How To • Microsoft 2007 word • Click on review • Click on Tracking • Make changes and comments • Send to next reviewer • Accept or reject changes

30. Pivot Table How To • Microsoft 2007 Excel • Check on top left hand corner of excel worksheet • Check insert pivot table • Select on separate worksheet • Drag column names • Click on pivot table graph • Add a title