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Leadership Institute


 


Leadership Institute - Being a Great Board Chair: 10 Key Don’ts and Do’s
Author(s): David Westman
Member Price: $0.00
CE Credit(s): 1
Retail Price: $69.00
Course Created on: 01/04/2018
/education/ViewCourse.aspx?id=94|44140
Description:

This presentation includes mistakes and bad practices Mr. Westman has seen associated with underperforming association board chairs, along with practical tips for being a great board chair.

 

Learning Objectives:

  • Review best practices for leading volunteer boards
  • Clarify the role a board chair plays within an organization
  • Identify ways to ensure open communication among members
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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 - Leaders, Goals, and Teams
    Member Price: $0.00
    CE Credit(s): 1
    Retail Price: $69.00
    Course Created on: 05/01/2016
    /education/ViewCourse.aspx?id=68|22595
    Description:

    This course presents how effective leaders use goals to lead teams to achieve results.

    Learning Objectives:

    1. Understand the leader’s core role in creating and communicating a vision
    2. Learn the hallmarks of effective goals
  • Distinguish individual, team and superordinate goals
  • Become aware of the perils of “next step” planning
  • Learn to apply the technique of “backward induction.”
  • Outline:

    Point #1:  Leaders must manage vision with their teams.
    Point #2:  The three “musts” for a goal to be effective with a group.
    Point #3:  Leaders’ “toolbox” should include individual, group and superordinate goals.
    Point #4:  How “Backwards Induction” simplifies planning and increases the likelihood of ultimate success.

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    Leadership Institute - Decision Making
    Member Price: $0.00
    CE Credit(s): 1
    Retail Price: $69.00
    Course Created on: 05/01/2016
    /education/ViewCourse.aspx?id=70|22597
    Description:

    To survive in harsh environments, humans in ages past had to rely on both reason and snap decisions.  Because our world and lives are so complex, so do we.   We couldn’t function if we stopped to make all decisions on explicitly rational bases.  Yet our ability to act on experience and insight also sets us up to make predictable errors in leadership decision making. This course examines the risks and suggests ways to prevent errors.

     

    Learning Objectives:

     
    1. Learn why decision short-cuts are necessary for all of us.
    2. Understand key kinds of decision rules that we all tend to employ automatically.
    3. Become more conscious of when subconscious decision rules threaten good decision making.
    4. Learn ways to prevent mistakes.
    5. Improve one’s ability to lead group and individual decision making.

    Outline:

    1. The need for both objective, rational decisions and quick judgments
    2. How quick judgments can undermine best intentions
    3. The Availability Heuristic:  Ease of Recall Sensitivity to “Regression to the Mean” 
    4. Anchoring
    5. Overconfidence
    6. Framing and Inconsistent Risk Preferences
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    Leadership Institute - Dental Society Relations
    Member Price: $0.00
    CE Credit(s): 1
    Retail Price: $69.00
    Course Created on: 05/01/2016
    /education/ViewCourse.aspx?id=76|25011
    Description:

    This course covers the core elements of good dental society relations and identifies opportunities for collaboration and communication among ADA, State and Local dental societies.

     

    Learning Objectives:

     
    1. Understand how open communication contributes to opportunities within the national, state and local dental associations.
    2. Speak to the importance of local associations as they have a major impact every day on the service delivered to over 157,000 dentist members.
    3. Identify shared resources for efficiency and for member value delivery.
    4. Understand how to use a dot map effectively to determine membership coverage and proper resource allocations in the state.
    5. Understand the benefits of an aligned organization.

    Abstract:

    This course covers the importance of alignment between ADA, State and Local Dental societies. Participants will explore the four core elements of building effective dental society relationships: open communication, appropriate geographical representation, openness to new approaches and use of data, and identify opportunities for collaboration and communication.

     

    Outline:

    1. Elements of Good Dental Society Relations
    2. Open Communications
    3. Local Representation
    4. Sharing resources to optimize member value
    5. Using data effectively to deliver value
    1. Aligned organizations
    2. Customer driven excellence and alignment
    3. Best practices for engaging members as volunteers
    4. Building a volunteer structure for future leaders to emerge
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    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 - 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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