Leadership Summit Session 3: Planning for Success in SLA

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Transcript Leadership Summit Session 3: Planning for Success in SLA

Leadership Summit Session 3: Planning for Success in SLA Leadership

• January 16, 2014 • 11:00 a.m.– 12:00 p.m.

Today’s Presenters

• Debbie Schachter, Past Chapter Cabinet Chair • James King, Chapter Cabinet Chair-Elect • Juliane Schneider, Division Cabinet Chair-Elect

Congratulations on Your New Role

• Today we’ll cover: – sources of support and role requirements – Resources and information on the SLA website – Planning

Planned Succession

• What you should have received from your predecessor – Copy of the unit’s annual report – Transition interview / advice / mentoring – Ask for a timeline for execution of responsibilities if you don’t already have one in your policies and procedures document • If you haven’t done so already… – Review your position description – Review your unit’s policies & procedures or the SLA recommended practices for chapter or division

Make Appointments Now

• Line up your board and/or committee appointments now to have in place in January – Review your governing documents, policies & procedures to know your appointment responsibilities and timing – Ensure your nominating committee get appointed early in the year – Recommended deadline for elections: October 1st • Start looking now to groom future leaders

Plan Your Year

• Schedule your board meetings well in advance • Be familiar with SLA’s strategic plan as well as your unit’s, so you can move us all forward • Think about what kind of leadership training might benefit your unit and ask your cabinet officers for help getting it • Plan to attend leadership webinars • Plan to attend cabinet meetings and leadership orientation at annual conference

Tap Into Leadership Communications

• Leadership discussion list • “Leadership Connections” blog • Board agendas, minutes, documents • Cabinet meetings & minutes • Idea banks (community of practice wikis) • Leadership webinars

More SLA Resources: Who We Are, What We Do

• Cabinet officers • Unit board liaisons • SLA board • SLA staff • Major committees/councils: Finance, Nominating, Annual Conference Advisory, Membership

Some of Your Obligations

• Paperwork: – Leadership Responsibility Code form • You AND your elected board members – Unit officer & committee chair roster – Financial reports & bank statements, due Jan. 31 – End of year annual report, due Dec. 1 • SLA Governance – Representation in unit cabinets

More Obligations !

• Communication – Communication conduit between your unit and SLA – Mentoring and modeling for your unit – Know your governing document and unit policies/practices – Always keep your chair/president-elect in the loop – Review and update your unit practices through the year, and

transfer files

to new officers and archivist!!

– Have a sense of humor about it all, try to have fun, and share your enthusiasm.


• Use delegation strategically to help develop new talent in your unit – Look for opportunities to celebrate the success of those to whom work was delegated.

• Use delegation to share some of the work load so YOU don’t burn out • Use delegation as a tool, not to avoid responsibility yourself

Tap Into Resources Via Web

• SLA.org footer:

Leadership Guides

Chapter & Division Idea Bank

Hidden Gem – Leadership Connections http://slaconnections.typepad.com/leadership_connections/

SLA Global Calendar


Leadership Webinars


• •Is fun! (or not) •BUT •Complicated (and fun)

Planning for Annual

• Treasurer – Go over your budget with your treasurer and decide how much you can spend – Set a goal for the amount of sponsorship funds you would like to acquire • Planner – Go over strategy for what kind of sessions you want and what divisions/other collaborators you want to approach.

Planning for Annual

• Vendor Relations/Sponsor Relations Chair – Include them in the strategy discussions • Collaborating with our sponsorship partners – Be aware that budgets may be based either on fiscal year (July-June) or calendar year (Jan.-Dec.) – Approach partners with sessions that speak to their business, that already have a solid outline/idea, and hopefully include co-division sponsors.


• Whatever you want to call them, they are an intrinsic part of SLA – Approach them like the colleagues that they are • Pre-existing relationships – Find out who in your division has them, and split up the collaboration/sponsorship approaches • Plan Plan Plan! Communicate Communicate Communicate!

Year-Long Planning

• Cultivate relationships with your fellow division chairs HERE.

– Webinars – Twitter Chats • Cultivate relationships with your fellow chapter chairs HERE.

– Webinars – Local events in areas with large concentrations of division members

Year-Long Planning

• Delegate as soon as someone voices an idea for a session or event • Find out who in your division is good at running webinars! • Know what issues are unique to your division, and emphasize those in your plans for your year