Leadership Institute

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

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:

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

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

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.

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
    

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.

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.

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

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

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.