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+ Professional Board Management: Increasing Leadership Capacity for Optimal Chamber Performance Presented by: Shera Sever Igniting The Spark™ Creative Solutions for Changing Times California Hispanic Chambers of Commerce 35 th Annual Convention Aug. 14, 2014 Garden Grove, CA
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California Hispanic Chambers of Commerce

Apr 15, 2017

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Page 1: California Hispanic Chambers of Commerce

+Professional Board Management: Increasing Leadership Capacity for Optimal Chamber Performance

Presented by:Shera SeverIgniting The Spark™Creative Solutions for Changing Times

California Hispanic Chambers of Commerce35th Annual Convention

Aug. 14, 2014Garden Grove, CA

Page 2: California Hispanic Chambers of Commerce

+Professional Board ManagementIncreasing Our Capacity & Strength

Introductions2014: Success2014:On-going Challenges

Page 3: California Hispanic Chambers of Commerce

+Professional Board Management

Identify Top Leadership Engagement Drivers Recruit and retain champion Board Members Develop and implement Board Member Orientation Program Motivate with Recognition Cultivate Accountability

As a result of this workshop, participants will gain additional knowledge, resources, and tools to:

Page 4: California Hispanic Chambers of Commerce

+Certified Chamber Leader Curriculum

Parliamentary Procedures

(CL-A)

Strategic Planning

Classroom (CCL)

FundraisingClassroom (CCL)

Financial Management

(CCL)Classroom or Web

ElectiveBoard

Engagement

LegendCL-A: Chamber Leader-AssociateCCL: Certified Chamber Leader

Page 5: California Hispanic Chambers of Commerce

+Certified Chamber Leader Full Curriculum

Parliamentary Procedures

Strategic Planning

Board/Volunteer

Engagement

Financial Management

FundraisingProgram Management

Marketing & Social Media

Governance Forming &

Operating a Non-Profit

Best Practices

Page 6: California Hispanic Chambers of Commerce

+

Recall a project, program or significant event that exemplified you at your leadership best.

Briefly describe the experience What were the 4 things you did/actions you

took as a leader that caused the experience to be your personal best?

What key lessons about leadership did you learn from the experience?

Leadership

Page 7: California Hispanic Chambers of Commerce

+Professional Board ManagementHigh Trust Leadership

Page 8: California Hispanic Chambers of Commerce

+High Trust Leadership

Low Trust Relationship:

1 Who do you have to work with? (Boss, colleague, partner, customer) 

2 What’s it like to work with this person?

3 What’s it like to communicate with them?

4 How long does it take to get things done?

5 What kind of results can you achieve with them?

High Trust Relationships: 1. Who do you have to

work with? Write down their name .. .

2. What’s it like to work with this person?

3. What’s it like to communicate with them?

4. How fast?5. What kind of results

can you achieve with them?

Page 9: California Hispanic Chambers of Commerce

+High Trust LeadershipTHE SPEED of TRUST 96% of engaged associates trust their leaders (Gallup study)

Page 10: California Hispanic Chambers of Commerce

Talk StraightDemonstrate

RespectCreate TransparencyDeliver ResultsClarify Expectations

High Trust Leaders: 10

Practice Accountability

Raise Their Own Bar

Listen First

Keep Commitments

Extend Trust

Page 11: California Hispanic Chambers of Commerce

WHO TRUSTS YOU: (self-assessment) www.whotrustsyou.com

(5-1 )Strongly agree to strongly disagree I have a clear understanding of my values.   I behave consistently with my values I sincerely desire the best for others  Others know I desire the best for them I possess the skills and abilities necessary to

succeed I have a track record of producing results My track record gives others the confidence that I

will produce results I trust myself Others trust me

High Trust Leaders11

Page 12: California Hispanic Chambers of Commerce

+

What questions do you have?

High Trust Leadership

Page 13: California Hispanic Chambers of Commerce

+Professional Board ManagementIncreasing our Capacity and Strength

What is engagement?

Page 14: California Hispanic Chambers of Commerce

+Volunteer Motivation

Why do people serve on your board?

What keeps them motivated and committed?

Page 15: California Hispanic Chambers of Commerce

+Maslow’s Hierarchy

Page 16: California Hispanic Chambers of Commerce

+Engagement Drivers

Engagement

Accountable Leadership

Recruitment& Solid

Orientation

Communication Systems

Recognition & Feedback

Collaboration

Page 17: California Hispanic Chambers of Commerce

+Engagement Drivers

Engagement

Accountable Leadership

Recruitment& Solid

Orientation

Communication Systems

Recognition & Feedback

Community & Collaboration

Page 18: California Hispanic Chambers of Commerce

+Professional Board Management:Recruitment Plan

Page 19: California Hispanic Chambers of Commerce

+Board Recruitment Plan

Share the Vision Share the MissionClear roles & responsibilitiesEmbody the Chamber’s personalityBenefits

Page 20: California Hispanic Chambers of Commerce

+Board Recruitment PlanWho we are

The California Hispanic Chambers of Commerce (CHCC) has a network of over 65 Hispanic chambers and business associations throughout the State of California.

The CHCC is the premier and largest regional ethnic business organization in the nation that promotes the economic growth and development of Hispanic entrepreneurs and California’s Emerging Businesses .

Through its network of Hispanic chambers and business association, the CHCC represents the interest of over 700,000 Hispanic business owners in California.

Page 21: California Hispanic Chambers of Commerce

+Board Recruitment PlanOur Mission

"Advocacy, Empowerment, Education for California's Hispanic Businesses”

Page 22: California Hispanic Chambers of Commerce

+Board Recruitment PlanWhat we’re looking for

TitleSkills/ResponsibilitiesBe creative, cleverMove beyond bullet points- use narrativeInclude accomplishments

Page 23: California Hispanic Chambers of Commerce

+Board Orientation

Develop a solid Board Orientation program

Page 24: California Hispanic Chambers of Commerce

+Board Recruitment PlanningIt’s your first day. You’ve just been appointed Committee Chair.

What is your Chamber’s Mission?

What does this mean to you?

How do you perceive your roles and responsibilities?

What are your goals?

What information do you need to succeed?

Page 25: California Hispanic Chambers of Commerce

+Board Orientation

Constitution/By-LawsMission/Purpose StatementLong term goals & current plansAnnual Budget & Financial ReportCommittee DescriptionsOrganizational ChartContact infoMeeting schedules

Page 26: California Hispanic Chambers of Commerce

+Board Orientation

Create a Performance PlanMutual ExpectationsAction PlanOutcomes

Page 27: California Hispanic Chambers of Commerce

Performance Plan

Adapted from Chamber Strategic Planning Workshop, Scott Winter

Page 28: California Hispanic Chambers of Commerce

+Performance

Organizational Goals

Committee Goals

Individual Goals

TRACK RESULTS

Page 29: California Hispanic Chambers of Commerce

+Board Orientation

What is your current board member orientation process?

What’s in place?

How’s it working?

What’s still needed?

Page 30: California Hispanic Chambers of Commerce

+Engagement Drivers

Engagement

Accountable

Leadership

Recruitment

& Solid Orientati

onCommunication Systems

Recognition &

Feedback

Community &

Collaboration

Page 31: California Hispanic Chambers of Commerce

+Professional Board Management: Engagement & Recognition

How do you recognize your board members engagement & contributions?

Page 32: California Hispanic Chambers of Commerce

+Recognition StrategiesVolunteer Manifesto: If you want my loyalty, commitment, and stellar performance remember that I need:

I need to be part of the organizational planning of our objectives. I need organizational goals and objectives that are clear and obtainable. I need to feel that what I am doing has real purpose and contributes to welfare of the organization and community at large. 

I need autonomy and collaboration in setting standards for performance. I need to know what is expected of me (not a laundry list of “duties”.) I need to have challenging responsibilities within my range of interests and abilities.

Page 33: California Hispanic Chambers of Commerce

+Recognition StrategiesVolunteer Manifesto: If you want my loyalty, commitment, and stellar performance remember that I need:

I need feedback about my performance and our progress. I need to be kept informed. I need to have good rapport with and confidence in the leadership of the organization. I need recognition, as it is due.

Page 34: California Hispanic Chambers of Commerce

Individual Recognition (SSIP)

SincereSpecificImmediatePersonalized

.

Recognition Strategies

Page 35: California Hispanic Chambers of Commerce

+Committee Member RecognitionWeekly Check-In’s

How are you doing?How is the committee doing?How can I help? What support do you need?

Public RecognitionIn monthly board meetingsIn all membership communicationAt chamber wide events

Page 36: California Hispanic Chambers of Commerce

+Performance Feedback

Focus on the positiveGenerate a 2-way dialog

on “raising the bar”.Utilize communication

models

Page 37: California Hispanic Chambers of Commerce

+C.A.R.E. MODELCommunication

•On-going feedback about performance•Clear communication about expectations, goals, changes

Attitude •Positive Attitude•Trust, Respect, and Appreciation•Actively Listen

Recognition •Sincere •Specific•Immediate•Based on Performance

Enthusiasm •Encourage•Empowering

Page 38: California Hispanic Chambers of Commerce

+Recognition & Feedback

What forms of Recognition & Feedback does your Chamber use?

Individual Level

Committee Level

Chamber Level

Page 39: California Hispanic Chambers of Commerce

+

What questions do you have?

Recognition & Feedback

Page 40: California Hispanic Chambers of Commerce

+Engagement Drivers

Engagement

Accountable

Leadership

Recruitment

& Solid Orientati

onCommunication Systems

Recognition &

Feedback

Community and Collabor

ation

Page 41: California Hispanic Chambers of Commerce

+Engagement Management

The

EXIT INTERVIEW

Page 42: California Hispanic Chambers of Commerce

+Exit Interview

High Impact Questions:When you first joined our organization, what was your big vision?How close to realizing that are you/we?What do you see as our organization’s most significant outcomes/impact?

Page 43: California Hispanic Chambers of Commerce

+Professional Board Management: Engagement = Strength

How can we engage our board members and strengthen our chamber?

Page 44: California Hispanic Chambers of Commerce

+Creating a Culture of Engagement:Action Plan Identify a committee you are currently the chair of or are a

member of. What is the purpose of the committee? What are the responsibilities the committee? What are the short term goals of this committee? What are the annual goals of this committee? What are your specific performance goals? How will you measure your personal success? How will you measure the success of the committee?

Page 45: California Hispanic Chambers of Commerce

+ Creating a Culture of Engagement

We’ve Covered a lot! Leadership Engagement Drivers New Board Member Recruiting and

Orientation Ways to motivate committee members

with feedback and recognition The Exit Interview Committee Action Plan

In today’s workshop, we’ve examined:

Page 46: California Hispanic Chambers of Commerce

+Professional Board Management

Thank you for your time and participationGo forth and engage!

Igniting the Spark™Leadership, Engagement, & Business Development

415.713.7727www.sherylsever.com

[email protected]