CHAPTER CHAIRS WORKSHOP SYDNEY GLOBAL LEADERSHIP CONFERENCE 2008 Tuesday, 26 February – Wednesday, 27 February 2008 Welcome! Assigned seating by chapter size . . . Your Hosts: YPO • Jill Belconis, Chicago Chapter, CCW Chair • Chuck Maggelet, Utah Chapter, CCW Vice Chair • Anil Kumar, London Westminster Chapter, CCW Assistant Vice Chair Your Hosts: WPO • Howard Hirsch, New Jersey Chapter, WPO CCW Co- Chair • Basil Ong, Philippines Chapter, WPO CCW Co-Chair Management Team • Debra Zabloudil, CCW Management Team Lead • Lorrie Briggs, CCW Management Support, Regional Director, Western US • Taryn Stine, CCW Management Support, Regional Director, Pacific US • Sukie White, CCW Management Support, Senior Regional Director, Americas • Krista Gomez, CCW Management Support, Regional Director, Southern US • Hussam Anastas, CCW Management Support, Regional Director, MENA Welcome to GLC • Warm welcome to GLC • Snapshot of week: – Tonight: Regional dinners – Wednesday evening: Social at the Argyle starting at 7 pm – Thursday: Morning of Champions at the Opera House beginning at 8 am – Thursday: Chapter Strategy lunch – 11 am – Thursday: Electives begin at 12:30 Housekeeping • Please turn off your cell phones • Please be on time -- or else!! • Assigned seating by Chapter size tomorrow morning • Assigned seating by Region tomorrow afternoon • Best Practices CCW Manual provided tomorrow • Many resources found on MyYPO website Meet Your Fellow Chapter Chairs Introducing . . . Arthur Gillis, Cape Town Chapter • Joined Cape Town Chapter in 1990 at the tender age of 32 • Education Chairman for his chapter in 1994/5, winning the award for Best Education Program • Chapter Chairman in 1995/6 • Facilitated 2nd Hotel Industry Roundtable in June 2000 (received the YPO Seminar Education Award) • 2001 received YPO Leader of Leaders Award • May 2003 received the Ray Hickok Award • Facilitated 1st Education Officers' Workshop, then the Chapter Chairmans’ Workshop • Chairman of GLC 2006 held in Cape Town, South Africa Leading Leaders Arthur Gillis Introducing . . . Gregory C. Martin Robert M. (Bob) Landucci • Active member of Young Presidents’ Organization • Active member of Young (YPO) since 1994 Presidents’ Organization (YPO) since the mid 80’s • Currently Vice-Chairman of the International Board of • British Columbia chapter Directors member • Utah chapter member • Currently Canadian since 1995 Regional Chair and Director of WPO • Held positions of Board of International Board of Directors Vice Chairman of Directors the Board, GLC International Board of Directors Member, Global Leadership Conference The YPO-WPO Merger and What It Means for Chapter Chairs Wednesday Agenda • Together with our WPO counterparts • Topics: – Best Practices – Job Descriptions – Timelines – Chapter Strategy – Succession Planning • Sharing Best Practices • Case Studies • Being Interactive Have Fun Tonight! Thank You! • See you tomorrow at 8:00 am • In the Melbourne/Sydney Room • (Where we are now!) • Warning – Don’t be late! The Koala Bear will get you . . . Wednesday, 27 February 2008 Welcome Back The Koala . . . The Koala lifeguard in the tall beach chair represents the “view from the top” and the “senior life guard” status as a protector of the chapter. Our Workshop Objective “We want you prepared to deliver your vision that will enhance your Chapter.” Your Greatest Challenge • Question: What will be your biggest challenge as chapter chair this coming year? • Discuss with tablemates. • You have 30 minutes – be concise! Your Mindset Chuck Maggelet Chapter Chair Job Description and Timeline Chuck Maggelet Succession Planning Jill Belconis Succession Planning Matrix: 2006/07 2007/08 2008/09 2009/10 Chapter Chair Education Chair Education Vice Chair x2 Forum Chair Membership Chair Treasurer/Secretary Communications Chair Network Officer Spouse Forum Coordinator Break Be back in 10 minutes…or else! WPO group move to the Adelaide Room (4th Fl) Case Studies Spend 45 minutes of discussion time total, covering as many case studies (fully) that the group is able to. The last 15 minutes will be for sharing with the large group. Chapter Health Standards Mark A. Clark, Iowa Chapter Central US Regional Chair Chapter Standards Sydney GLC Chapter Chair Workshop 27 Feb 2008 Background • Strong, Healthy, Growing Chapters – Similar Traits – Goals • What gets measured – Gets Done • Traits of the Healthy Chapters have been incorporated into a set of Standards Background • Standards initially rolled out at Toronto GLC 2007 – 5 month “testing period” – Went Live – July 1st, 2007 • Ten Categories/Standards Standards/Categories • Chapter Compliance • Participation in Regional Meetings/Governance • GLC Participation, incoming officers trained at GLC workshops • Chapter Goals – Posted on MyYPO • Networking – Member Profiles and M2M completed Standards/Categories • International Participation of Chapter members • Visits to MyYPO by Chapter Members • Member Forum Participation • Spouse Forum Participation • Chapter Growth Targets (set and met) Standards/Timing • All targets are for the typical calendar year July 1st to June 30th • Targets all reset on July 1st of each year – One exception – GLC participation resets on Sept 1st Rating / Levels • Gold, Silver, Bronze • Total Possible Points – 30 • Ten Categories, 3 points for each • Gold – 25 to 30 points • Silver – 15 to 24 points • Bronze – 5-14 points First Year Results Recap of Standards • YPOers and Chapters – are competitive – and like to be winners (gold medalists!) • What gets measured – gets done Changes for 2008 • Modifications of Standards – GLC Date reset was initially July 1st, now Sept 1st – Member Forum participation, Gold was set at 95%, now it is at 90% – Chapter Membership Growth – was set by YPOI, now set by Chapter New Standards for 2008 • Continuation of Ten Standards set last year, Plus • Chapter Diversity Standard • Member Participation at Local Chapter Meetings Chapter Diversity • Does your Chapter have a plan regarding diversity? – Age, Gender, Ethnicity, Geographic, etc • The plan does not need to, and will not be posted on MyYPO. • If Yes– 3 points; if No – 0 points Chapter Attendance • What percentage of your Chapter members attend four or more Chapter events during the year. – 90% - Gold Rating – 70% - Silver Rating – 50% - Bronze Rating • Strong, successful, healthy Chapters also have good attendance at Chapter meetings Chapter Attendance • Tracking of attendance – My YPO – MyYPO - RSVP tool - Important!! • Get with your Chapter Administrators to begin using this valuable free RSVP tool available on MyYPO. • Will be effective beginning – July 1st , 2008 2008 Rating / Levels • Gold, Silver, Bronze • Total Possible Points – 36 • Twelve Categories, 3 points for each • Gold – 30 to 36 points • Silver – 18 to 29 points • Bronze – 6 to 17 points Chapter Standards • Next Steps – Go to MyYPO, check out how your Chapter currently stands – Which of the ten areas are not gold – Contact your Chapter Administrator • Confirm they know about the standards and can help with updating, postings, etc – Get the standards on your next Chapter Board Meeting Agenda Chapter Standards Questions? Leading Leaders Becoming a Great Strategic Chair Kevin McHugh Introducing . . . Kevin McHugh • Former YPO member • Has conducted hundreds of forum and moderator training programs and retreats in the U.S.A., Canada, Mexico and Latin America, and ran a Train the Trainer session in India. • Management consultant since 1990 • YPO Forum services provider since 1992 • President, CEO, founder of Plymouth Candle Company, retail candle stores • Successfully worked with forums in YEO, YPO, WPO and CEO at all stages of forum performance Chapter Chairs – It’s the same for Everyone Your Turn to Lead the Leaders Leading Leaders - Objectives 1 - Great Leadership Approach 2 - Questions to Ask Yourself 3 - Practical Applications 5 - Final Thoughts Play Stump the Resource (Q & A) Level 5 Leadership Professional Will + Personal Humility Creates superb results, a clear Demonstrates a compelling catalyst in the transition from modesty, shunning public good to great. adulation; never boastful. Demonstrates an unwavering Acts with quiet, calm resolve to produce the best determination; relies long-term results, no matter principally on inspired how difficult. standards. Sets the standard for building an Channels ambition into the enduring great chapter. chapter, not the self. Looks in the mirror, not out the Looks out the window, not in the window. mirror. From: Good to Great, Jim Collins Tip: How long since your last ego check-up? Humility The ability to admit what is really true about me; courage to change accordingly. Can you handle the truth? From the movie: “A Few Good Men” 1992 2 Questions to Ask Yourself • Where am I on the scale of desire to perform in my role as Chapter Chair? 1- I got this far, I’ll fake it the rest of the way 10 – I dream about making a positive, monumental difference in the health of my chapter • What meaningful motivation can I find for being a great chapter chair? Meaningful Motivations • Joy of service • Leave a legacy • Time to pay it forward • I love YPO • Personal growth • I am truly needed • Build leadership skills • It’s the right thing to do • Make a difference • Why? - why not? • Deeper friendships • Have some fun • Expand my network • What’s yours?… 3 Practical Applications • Talk one-on-one with each Chair • Conduct a Chapter Executive retreat • Engage at Regional & International Levels One-on-One With Each Chair • A connection is not necessarily a relationship. Seek relationships through personal, intimate and honest dialogue. • How can I help you succeed? • How can we help each other succeed? • How can we help the others succeed? • DO YOU KNOW YOUR JOB? One-on-One with Each Chair • Education – Beware of the “WOW” factor • Forum – Attend a Moderator’s Meeting or two. Are members fully satisfied? • Network – 15 Minute ‘Intimacy Exercise’ at every event (see FO for help) • Membership – One candidate per member • Finance – “Show me the money!” • Chapter Admin – Won’t fly on auto-pilot Chapter Executive Retreat • Overnight - Offsite • Create Forum – Use forum exercises • Develop more intimate relationships between board members • Use forum communication protocol • Conduct “Issues Clearing session” Remove the elephants in the room • Responsibilities, Collaboration, Listening, Trust-building…then Planning Honest & Open Executive Pseudo Issues Clearing-Honesty Community Holding back, Unspoken Feelings Potential Chaos Low Trust Trust building work Discover, Explore Defend Who is this person? Attack Anger What makes them tick? Caring, Accepting, Intimidate Supporting with Truth Afraid Embarrass Real Withdraw No Hidden, Unresolved Tensions Community I’M DONE! High Trust Engage at Regional & International • Have your Chapter voice be heard • Be “in the know”, share it with your chapter • Confirmation that you are not alone • Tons of low-hanging fruit; rich source for new ideas • Great new network opportunities • A chance to share what you have learned 5 Final Thoughts • Don’t reinvent the wheel – Use Tools • Lead as servant first – Check Ego • Fill Your Own Shoes – Accept/Modify Style • Raise the Bar – Set Lofty Goals • Speak Your Truth – Be Open & Honest Apply it everywhere Now Go Lead the Leaders! Stump the Resource - Thank you J. Kevin McHugh JKM Management Development 329 Bentleyville Road Chagrin Falls, OH 44022 Office: 440-247-3948, Cell: 440-725-4483 firstname.lastname@example.org www.jkevinmchugh.com Tools for the Strategic Chairman Jill Belconis Lunch Please take a 10 minute break, come back, grab lunch and sit with your Region. Continue to fill your CCW passports. Leadership Congress Review YPO-WPO Board Members 2008-2009 Leadership Richard van Rensburg Greg Martin Dennis Beck (Cape Town) (Utah) (Los Angeles) Chairman, Vice Chairman, WPO Board Chair Board of Directors Board of Directors YPO Member Only Questions YPO Members YPO’s financial criteria for entry have not been adjusted since 2000 and in effect is lower than their historical equivalents due to inflation. • US CPI has increased 22% since 2000 • US currency has dropped in value; 37.27% drop vs. the Euro since 2000 Should YPO consider increasing its minimum membership standards? 1. Yes 2. No YPO Members Two factors have bearing on whether an economy is able to produce YPO members based on a fixed set of financial criteria: a. Number of consumers in that economy b. Number of dollars per capita in each consumers pocket Neither factor has direct bearing on the mission of YPO, and many worthy candidates operate in a variety of markets, simply on different economic scales. Should YPO consider having its membership standards adjusted for the purchasing power of different countries? 1. Yes 2. No YPO & WPO Member Questions YPO-WPO Members Currently, YPO-WPO offers the following products and services in English only: • Networks • Almost all International Events • Most Forum Materials • All official YPO-WPO Communication including MyYPO Should YPO-WPO have a Global Language Policy that supports the major languages of the world? 1. Yes 2. No YPO-WPO Members We want to have the right mix of YPO-only, WPO-only, and mixed events. Currently 90% are open to both YPO and WPO. Do we currently have the right balance in International Event offerings? 1. This is about right 2. All events should be open to both 3. There should be more YPO only and WPO only events developed WPO Member Only Questions WPO Members At the request of the South African WPO Chapters, it was recently approved that Previously Disadvantaged Individuals (PDI’s) under the apartheid regime – those who currently meet all YPO membership qualifications with the exception of age, join WPO directly. Should we explore the possibility of adding other potential WPO members in similar areas (for example, those who lived in the former Soviet Union) as long as they meet the established membership criteria in all ways except for age? 1. Yes 2. No WPO Members What type of WPO Events would you like to see more of? (Vote for as many as you like) 1. Universities 2. Experiences (Like Africa Safaris) 3. Conferences (Based in the Regions) 4. Seminars (Topic Focused) 5. Family 6. Youth Only International Chairman - Chapter Visits The Objectives: • Share and discuss the YPO-WPO strategy • Answer questions and get feedback International Chairman - Chapter Visits What can be the benefits of this visit? • A face to face dialogue • Enhanced connectivity - International Board members • Sharing of best practices on local challenges • Combine the visit with a recruitment event International Chairman - Chapter Visits • All chapters are welcome to send in a request Priority is based on: • When was the last visit by a Chairman to this chapter • Are there any specific local challenges that the Chairman can help with • Please send your request to email@example.com or to your Regional Director Working with Your CA Anil Kumar CA Role Definition • Some of the characteristics/skills your CA should possess: – Computer literate – Meeting planning skills – Financial management knowledge – Time management skills – Able to work independently – Detail oriented, yet creative CA Role Definition (cont.) • Poised and confident • Mature and responsible • Diplomatic • Willing to travel if needed • Able to manage multiple projects and deadlines • Service-oriented with a positive attitude. Functional Areas: • Office services (files, chapter history, etc.) • Meeting Planning services • Communication Services (mailings, newsletter, marketing, etc.) • Membership Services • Financial Services (bills, books, tax forms, invoice and collect dues) Budgeting, Regional & Development Funds Mark Forward, COO Working with your Counterparts in the Region 45 minutes total Break Be back in 15 minutes…or else! WPO group move to the Adelaide Room (4th Fl) World Café Debra Zabloudil World Café Questions Group 1: How do you best develop a cohesive Chapter Executive committee? Group 2: What do you need as incoming Chapter Chair to transition into your role effectively? Group 3: How will you measure your success at the end of your year? Develop Your Top 3 Goals as Chapter Chair Anil Kumar How are we feeling? Chuck Maggelet The remainder of the week’s activities: • Snapshot of week: – Tonight: Social at the Argyle starting at 7 pm – Thursday: Morning of Champions at the Opera House beginning at 8 am – Thursday: Chapter Strategy lunch – 11 am – Thursday: Electives begin at 12:30 The remainder of the week’s activities (continued): - Friday: Global Leadership Summit at the Opera House 8 am – 1 pm - Friday: Network Lunch 1 – 2:30 pm - Friday: Leadership Congress 3 – 4 pm The E-Code: Extraordinary resources Content tailored to leadership Out-of-comfort zone, interactive, fun Delivers change-inducing take home value Employs activities and settings that help members connect Thank You!
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