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Leadership Institute


 


Leadership Institute - Effective Board Governance
Member Price: $0.00
CE Credit(s): 1
Retail Price: $69.00
Course Created on: 11/02/2015
/education/ViewCourse.aspx?id=88|32533
Description:

This course provides practical tips and best practices for running effective Board and Committee meetings as well as solutions for common boardroom challenges. 

Learning Objectives:

 
  1. Implement strategies for increasing participation and engagement in Board, Task Force and Committee meetings
  2. Discuss best practices for conducting effective and productive Board, Task Force and Committee meetings
  3. Articulate the value of and effectively utilize a consent agenda
  4. Develop an agenda that aligns with the association’s key strategic goals and objectives
  5. Identify and address common Boardroom challenges

Abstract:

 

This course provides practical tips and best practices for running effective Board and Committee meetings.  The presenter will discuss the importance of effective governance meetings, tips for increasing participation and engagement, ground rules for meetings, and how to implement the use of a consent agenda.  The course will also provide solutions for overcoming common boardroom challenges.

Outline:

  1. Cost of Governance
  2. Solutions to Boardroom Challenges
  3. Strategies for increasing participation and engagement
  4. Best practices for Board and Committee meetings
  5. Ground Rules for meetings
  6. Consent Agendas
  7. Rules of Order
  8. Exercise/Post Course Work – Review Board and enhance board agenda
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Leadership Institute - Hit the Ground Running
Member Price: $0.00
CE Credit(s): 1
Retail Price: $69.00
Course Created on: 09/21/2015
/education/ViewCourse.aspx?id=57|22584
Description:

Bill Pawlucy, President, Association Options, takes participants through key “to-do’s” for new presidents to enjoy strong, successful starts with their associations.

 

Learning Objectives:

 
  1. Speak to the tactics for ensuring an elected Board President’s first 100 days are productive in order to set the stage for a successful year.
  2. Communicate best practices to their elected Board President for working with staff and committees effectively.
  3. Assist their Chief Elected Officer in the development of his or her Presidential Platform.
  4. Discuss the symbiotic relationship between both staff and the volunteer leadership.
  5. Share best practices for managing communications between the President and staff and the President and other volunteer leaders as well as managing the message of the organization and tying it to mission statement.

Abstract:

 

You are preparing for an incoming President. The time to start planning is at least sixty days before their term begins. There’s a lot to be done - from planning to appointments, this course intends to be of help.  This course, based on the book “The President’s First 100 Days: Hit the Ground Running” is designed to provide you and your incoming Chief Elected Officer with traction at the start of their term and plenty of momentum to last the year.

Outline:

  1. Developing a Presidential Platform
  2. The People – Symbiotic Relationship between Staff and Volunteer Leadership
  3. Communication
    1. Healthy Communications between Volunteer Leaders, Chief Elected Officer and Staff
    2. Managing the Association’s Messaging
  4. Planning – Preparing the Chief Elected Officer for their Term
    1. Exercise: Working with the Chief Elected Officer to develop their Presidential Platform
    2. Review of Resources Available
  5. Self-Study: The President’s First 100 Days: Hit the Ground Running
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Leadership Institute - Good Governance
Member Price: $0.00
CE Credit(s): 1
Retail Price: $69.00
Course Created on: 08/31/2016
/education/ViewCourse.aspx?id=116|33682
Description:

This course covers the various governance models with a focus on best practices and good governance. It also covers the roles and responsibilities of key leadership and staff and the importance of defining roles and empowering staff.

 

Learning Objectives:

  1. Differentiate between the Role of Board versus Staff
  2. Identify strategic governance best practices 
  3. Recognize micromanagement of staff and how to redirect that energy into the strategic areas of the organization
  4. Speak to the fiduciary role of Board members 
  5. Identify their association’s governance model

Abstract:

This course covers the various governance models and helps participants to identify their organization’s governance model. It also covers the roles and responsibilities of key leadership and staff, focusing on governance best practices and defining roles.  Finally, the course will take participants through 6 steps to empower staff, allowing the Board to stay at the 30,000-foot strategic level and fulfill its fiduciary role.

Outline:

  1. Understanding Your Governance Model
  2. Roles and Responsibilities 
    1. Board of Directors
    2. Role of the Director
    3. Role of the Elected Board President
    4. Role of the Executive Director/Chief Staff Executive
  3. Empowering Staff
    1. How to Empower Staff
    2. Importance of Empowerment
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Leadership Institute - Financial Best Practices
Member Price: $0.00
CE Credit(s): 1
Retail Price: $69.00
Course Created on: 06/25/2015
/education/ViewCourse.aspx?id=61|22587
Description:

This course will take participants through the core elements of financial stability from establishing internal controls to the importance of financial reports and dashboards.  Focus will be given to budgeting best practices including tools for linking strategic goals and objectives to budget.

 

Learning Objectives:

 
  1. Understand and put in place internal financial controls
  2. Understand the importance of planning for budgeting
  3. Become familiar with a budget dashboard and its importance
  4. Identify revenue sources and determine if further diversification is needed for financial stability
  5. Understand two important financial policies
  6. Introduce dashboards as important management tools
  7. Understand the importance of cash flow reporting

Abstract:

 

This course will take participants through the core elements of financial stability from establishing internal controls to the importance of financial reports and dashboards.  The course covers budgeting best practices including tools for linking strategic goals and objectives to budget.  Attendees will learn about diversified revenue streams and be able to determine if further diversification of their association’s revenue sources is needed.  This course links to the Finance Toolkit, Policies Toolkit and Financial Stability Recipe for Success available through the ADA Leadership Institute and complements the online course; Revving your Association’s Revenue.

Outline:

  1. Elements of Financial Stability
  2. Financial Controls
  3. Budget Best Practices
  4. Sample Budget
  5. Budget dashboard
  6. Revenue diversification
  7. Risk Management and Financial Policies
  8. Financial reporting
  9. Financial dashboards
  10. Importance of Cash Flow Reporting
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Leadership Institute - Volunteer Management
Member Price: $0.00
CE Credit(s): 1
Retail Price: $69.00
Course Created on: 06/24/2015
/education/ViewCourse.aspx?id=63|22589
Description:

This course covers the spectrum of volunteer management from volunteer recruitment through volunteer engagement. Participants will learn tips and tools for engaging members as volunteers along with how to build their candidate pool by implementing a strong volunteer development program.

 

Learning Objectives:

 
  1. Understand how to conduct an effective Board and Committee training program
  2. Speak to the importance of creating a volunteer mentorship program
  3. Discuss the key components of a Board and Committee orientation
  4. Discuss volunteer recruitment best practices
  5. Determine opportunities for improving (or implementing) their organization’s volunteer development program

Abstract:

 

This course covers the spectrum of volunteer management from volunteer recruitment through volunteer engagement. Participants will learn tips and tools for engaging members as volunteers along with how to build their candidate pool by implementing a strong volunteer development program. The presenter will cover key components of an ongoing training program as well as orientation best practices.  This course coincides with the ADA Leadership Institute Resources: The President’s First 100 Days: Hit the Ground Running and the Volunteer Development Toolkit.

Outline:

  1. Recruiting Volunteers
    1. Nomination Process flow
    2. Successful Recruitment Strategies
    3. Volunteer Recognition
  2. Diversity
    1. Developing Volunteer Leaders
    2. Best practices for engaging members as volunteers
  3. Building a volunteer structure for future leaders to emerge
  4. Volunteer Training & Orientation
    1. Importance of Orientation
    2. Orientation best practices
    3. Ongoing training components
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Leadership Institute - Aspects of Leadership
Member Price: $0.00
CE Credit(s): 1
Retail Price: $69.00
Course Created on: 05/26/2015
/education/ViewCourse.aspx?id=67|22593
Description:

This course consists of a one-hour interview with Dr. David Whiston, former president of the ADA and of the ADA Foundation, as conducted by Gene Wurth, Executive Director of the ADA Foundation.  In this interview Dr. Whiston considers many aspects of leadership and how he managed those during his career, as well as suggestions for others about how to develop leadership skills.

 

Learning Objectives:

 
  1. Identify the key characteristics of a leader
  2. Understand the importance of communication skills
  3. Appreciate the importance of a clear organizational mission
  4. Identify the various dimensions of leadership and ways to modify decisions and actions to those dimensions
  5. Adapt leadership skills to changing conditions
  6. Understand the importance of developing a strong leader-staff relationship for the good of the organization

Abstract:

 

This course offers an overview of several key aspects of leadership, including the most important traits of a leader, how leadership is developed, key challenges that leaders face, how leaders get started, and more.

Outline:

 

  1. The Concept of Leadership
    1. Defining leadership
    2. Why are some leaders effective?
    3. Core characteristics of leaders
    4. Leading vs. managing
  2. Aspects of Leadership
    1. Integrity
    2. Vision
    3. Communication skills – the ability to tell a story
    4. Persistence
    5. Identifying and developing talent
  3. Adapting Leadership to Circumstances
    1. Financial challenges
    2. Volunteer issues
    3. The size and nature of the organization
    4. Defining success
  4. Leadership and Mission
    1. Importance of the mission
    2. Ensuring that other leaders of the organization accept that mission
    3. Ensuring that staff “buy in” to the mission
    4. Getting volunteer acceptance of the mission
  5. Leadership and Followership
    1. How is that connection established
  6. Dimensions of Leadership
    1. Across the lateral dimension
    2. In the vertical dimension
  7. Getting Started on a Leadership Path
    1. What attracts a potential leader
    2. Seeking a position vs. being nominated
    3. The role of mentoring
  8. The Rewards and Disappointments of being a Leader
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Leadership Institute - Leadership in Action
Member Price: $0.00
CE Credit(s): 1
Retail Price: $69.00
Course Created on: 05/26/2015
/education/ViewCourse.aspx?id=87|32534
Description:

Leading teams, building trust and balancing democracy vs. control to achieve results and sustain engagement by team members.

 

Learning Objectives:

  1. Learn where you belong in the work equation
  2. Learn how and when to trust effectively
  3. Learn how to facilitate and orchestrate as a leader
  4. Find ways to promote democracy while retaining control
  5. Learn how to do more than just meet your objectives

 

Outline:

Point # 1: Leaders must have vision and communicate well. You must see a better world and help other people see it.
Point # 2: “One finger cannot lift a pebble.”
Point # 3: The Leadership Dilemma: People prefer democracy but Leaders feel responsible and take control, reducing democracy.
Point # 4: The Most Effective Leaders are Facilitators - Because no one can do everything
Point # 5: Focus on Learning. Don’t just achieve your Performance Goals, but also Add to What You Know
Point # 6: Your values should drive your actions: Share them. Also, maximize value, not profit.
Point # 7: Three Basic Leadership Roles: Team Builders, Decision Makers, Negotiators
Point # 8: Trust is Essential

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Leadership Institute - Engaging CE
Member Price: $0.00
CE Credit(s): 1
Retail Price: $69.00
Course Created on: 05/26/2015
/education/ViewCourse.aspx?id=90|32535
Description:

This course will cover best practices for building an engaging CE program including tools and resources for rationalizing CE offerings to maximize ROI.

 

Learning Objectives:

  1. Discuss Continuing Education Best Practices
  2. Speak to the importance of rationalizing current offerings to maximize ROI (dollars and member value)
  3. Utilize the templates provided to evaluate current CE offerings
  4. Explain how to use continuing education as a powerful member value benefit
  5. Identify opportunities for using attendee feedback and event data to improve CE offerings.

 

Abstract:

 

The presenter will take participants through best practices for building an engaging CE program including how to rationalize current program offerings to maximize ROI. The course will cover four core concepts for strengthening a CE program based on the books Race to Relevance and Road to Relevance including building on strengths, concentrating resources, purposeful abandonment and deliberate evolution. Participants will be provided with tools for evaluating their organization’s CE offerings and are asked to complete a post webinar review of their programs.

Outline:

  1. Review of continuing education best practices
  2.  Steps to building an engaging CE program
  3. Rationalizing programs and services for the highest impact and ROI
  4. Strategies for a powerful CE program
  5. Evaluating current CE offerings
  6. Continuing education as a member benefit  
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Leadership Institute - Writing Compelling Resolutions
Author(s): Dr.. Glen Hall
Member Price: $0.00
CE Credit(s): 1
Retail Price: $69.00
Course Created on: 05/26/2015
/education/ViewCourse.aspx?id=92|32536
Description:

Dr. Glen Hall, Speaker of the ADA House of Delegates presents the essential qualities of a clear resolution for definitive action by governance bodies, including special aspects of ADA House of Delegates process.  Content include making resolutions complete, providing necessary background, proper use of resolving clauses, distinguishing proposed policy from directives, rules and best practices for  amending resolutions, opportunities for withdrawing resolutions, and the importance of including financial implications.

 

Learning Objectives:

  1. What makes a resolution ready for action by a governance body.
  2. How to include necessary background information and relevant opinion.
  3. Best practices for multi-part actions.
  4. The contrast between policy and directive resolutions.
  5. Amending resolutions in clearest ways for governing bodies.

Abstract:

At the national, state and local levels of the American Dental Association, one element of effective, efficient governance is the process for generating formal association policy.  This in turn hinges on the ability of governance participants to propose and further perfect clear resolutions.  In this course, Dr. Glen Hall, Speaker of the American Dental Association House of Delegates, provides guidance and examples on developing clear resolutions as part of the governance process at all levels.

Outline:

 

  1. Basics of Resolution Writing
  2. Resolving Clause
  • Amendments and Substitute Resolutions
  • Frequently Used Terms
  • Policy and Directive Resolutions
  • Withdrawal of Resolutions
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    Leadership Institute - Revving Your Revenue
    Member Price: $0.00
    CE Credit(s): 1
    Retail Price: $69.00
    Course Created on: 05/26/2015
    /education/ViewCourse.aspx?id=91|32537
    Description:

    This course covers sources of non-dues revenue and factors for choosing alternative sources of revenue so attendees can identify potential new revenue sources for their association.  It also covers new product development and the product development life cycle.   

     

    Learning Objectives:

    1. Demonstrate an understanding of other forms of revenue beyond conference and membership dues
    2. Identify factors in choosing non-dues revenue
    3. Share best practices and “tips” for maximizing non-dues revenue sources with their organizations
    4. Identify the steps in the product development process
    5. Understand the importance of concentrating resources

     

    Abstract:

     

    This course covers sources of non-dues revenue and factors for choosing alternative sources of revenue so attendees can identify potential new revenue sources for their association.  It also covers new product development and the product development life cycle.  This course compliments the ADA Leadership Institute continuing education and membership resources.

    Outline:

    1. Sources of Revenue
    2. Factors in Choosing Non-Dues Revenue
    3. The Concentration Decision
    4. Types of Non-Dues Revenue
    5. Conference & Events
      1. Education Offerings
      2. Exhibits and Sponsorships
      3. Grant Writing
        1. Grant Writing Fundamentals
        2. Corporate Grants
      4. Affinity Programs
      5. Donations
      6. Advertising
      7. Subscriptions
      8. Product Sales
    6. Product Development Process
      1. Idea Screening and Evaluation
      2. Detailed Investigation
      3. Development and Testing
      4. Market Launch
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