Leadership

Chapter Leader Transition: The First 100 Days Originally presented by Fred Abood, Dennis Jones & Cindy Mottle at the 2008 National Leadership Conference. Adapted by Cindy Mottlel.

Possible Uses • Have outgoing chapter leader present this information, adding comments about each task. • Read through on your own, keeping track of questions to ask the outgoing chapter leader or the national SCORE office. • Present this information to potential future leaders so that they have a better understanding of the responsibility involved.

“…this nation should commit itself to achieving the goal,to Mid-August Election before this decade is out, of landing a man on the moon and returning him safely to the earth.” - John F. Kennedy

CHAPTER CHAIR LEADERSHIP TRANSITION

“I have a dream that one day nation will rise up and Election tothis Mid-August live out the true meaning of its creed: ‘We hold these truths to be self-evident: that all men are created equal.’” - Martin Luther King

CHAPTER CHAIR “We will offer LEADERSHIP TRANSITION

the most workshops in the district.”

“Our chapter will increase diversity to match the local population.”

“We will become Chapter of the Year.”

“Every mentor in the chapter will become certified.”

CHAPTER CHAIR LEADERSHIP TRANSITION

What is your vision Election to Mid-August for the chapter?

A vision concentrates on the future; it is a source of inspiration; it provides clear decision-making criteria.

CHAPTER CHAIR LEADERSHIP TRANSITION

Features of an Effective Election Vision: to Mid-August • Paint a vivid and clear picture, not ambiguous • Describe a bright future

• Realistic, achievable • Alignment with organizational values and culture

• Include a deadline if possible

CHAPTER CHAIR LEADERSHIP TRANSITION

Election to Mid-August

May April March February January December November

October September

August July June

Election to Mid-August CHAPTER CHAIR LEADERSHIP TRANSITION

• Review chapter business plan, budget, goals and metrics • Register to attend the National Leadership Conference (look for an email with registration information) • Become familiar with the activities and plans of all committees • Appoint new committee members, if needed

May April March February January December November

October September

August July June

Election to Mid-August CHAPTER CHAIR LEADERSHIP TRANSITION

• Meet with key players & complete the Chapter Leader Orientation • Check the SCORE On-Site Review (Form 16); Start preparations if review is scheduled for the upcoming fiscal year • Check to make sure the chapter is still meeting the Minimum Standards

May April March February January December November

October September

August July June

Election to Mid-August CHAPTER CHAIR LEADERSHIP TRANSITION

Election to Mid-August • Review the chapter’s status with alliance partners; Design expansion plan for the chapter • Review any national changes to forms, processes, or policies by visiting the Volunteer Services page of the Volunteer Center • Start review of the chapter by-laws to ensure they reflect chapter realities; by-laws should be sent with the Form 3 at the end of September

CHAPTER CHAIR LEADERSHIP TRANSITION

Mid-August to October

May April

CHAPTER CHAIR Mid-August to October LEADERSHIP TRANSITION

March February January December November

October September

August July June

• Submit budget and business plan to district leader to get approval • Plan smooth transition of leadership

May April

CHAPTER CHAIR Mid-August to October LEADERSHIP TRANSITION

March February January December November

October September

August July June

• Meet alliance partners … SBA, SBDC, CofC. • Review submitted Form 14s … deadline is early October (check Chapter Leader checklist for details) • Work with current chair on completing the Form 3…deadline is mid-October (the form will state the exact deadline for this year)

May April

CHAPTER CHAIR Mid-August to October LEADERSHIP TRANSITION

March February January December November

October September

August July June

• Hold a meeting or retreat with old/new leadership/others to develop goals. • Complete chapter goals submit to district leader by the end of August

May April March February January

CHAPTER CHAIR Mid-August to October LEADERSHIP TRANSITION A Goal … The purpose toward which an endeavor is directed; an end; an objective.

December November

October September

August July June

If you don’t know where you are going, you’re likely to end up somewhere else.

May April

CHAPTER CHAIR Mid-August to October LEADERSHIP TRANSITION

March February January December

Features of Effective Goal Setting • Specific, measurable and time targeted objectives.

November

October September

August July June

• Tangible and realistic. • Goal setting requires motivation. • Build in feedback.

CHAPTER CHAIR LEADERSHIP TRANSITION

Once You Are Chapter Leader

May April

CHAPTER CHAIR Once You Are Chapter Leader LEADERSHIP TRANSITION

March February January December

For guidance on the remainder of the year, make sure you complete the Chapter Leader Orientation [insert URL]

November

October September

August July June

And review the Chapter Leader Checklist [link to document or VC page]

May April

CHAPTER CHAIR Once You Are Chapter Leader LEADERSHIP TRANSITION

March February January December November

October September

August July June

Prepare Form 3. Revise WebIt to reflect current officer positions. Hold first ExCom and committee meetings. Review bank documents, financials w/ Treasurer. Audit / change roster.

May April

CHAPTER CHAIR Once You Are Chapter Leader LEADERSHIP TRANSITION

March February January December November

October September

August July June

• Start reaffirmation process for Code of Ethics. • Review new Daily Desktop Guide. • First chapter meeting … recognize past leadership. • Meet with DD for goal review, priorities, last On-Site review.

May April

CHAPTER CHAIR Once You Are Chapter Leader LEADERSHIP TRANSITION

March February January December November

October

Leadership … Can be defined as one's ability to get others to willingly follow. You can’t do it alone … delegate … ask for help.

September

August July June

It’s about LEADERSHIP … you can make it happen.

CHAPTER CHAIR LEADERSHIP TRANSITION

Thanks so much for taking on this most important job.