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Semelhante a Transition Boot Camp 2017 - Women's Council of REALTORS
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Transition Boot Camp 2017 - Women's Council of REALTORS
- 1. Women’s Council of REALTORS® Network Transitions Workshops Local Leadership Transition with State Leadership
- 2. A Great Big Thank you!! To All of those who provided food and a venue!
- 3. 2017 State President Theresa Wilson theresa@theresawilson.com 2017 State President Elect Cheryl Keller cheryl@cherylkeller.net 2017 Secretary and Slated Candidate for 2018 President-Elect Fiona Theseira fiona@sddreamhome.com 2017 Treasurer and Slated Candidate for 2018 Secretary Eileen Oldroyd eileen@oldroydrealty.com
- 4. New Ideas Energy Together Wide View Outside the Box Return on Investment Knowledge Integrity Next Go Forward Together Intentional Networking
- 5. We are a network of successful REALTORS® advancing women as professionals and leaders in business, the industry and the communities we serve.
- 6. The purpose of the Women’s Council of REALTORS® California is to support local network excellence in serving the members, and to develop strong leaders for the Council, the profession and the community.
- 7. Agenda: Networking Opening Remarks/Introductions Network Update-Where are We Now? Transition Checklist Honoring Your President What is a Team? Communication What’s Next Thank YOU! www.wcrca.org
- 8. Hand in Hand Local Network Success through participation with the State Network Special Presentations by: Taffy Mauer: Placer Network President Lisa Hultz: Delta Network President Brianna Ramirez: Greater Fresno Network Amanda Etcheverry: Santa Clarita Network President Kaye Chapman: Long Beach Network President
- 9. General Network Check Up Transition Checklist: Network Name____________________________ TRANSITION CHECKLIST Now 1-10 What Needed President-elect/Leadership Academy Meet With Team: Agreements, Priorities, Processes Elections by August-Sept Governing Board Meetings - at least 4 Project Teams-Use and have Job Descriptions Programming-Industry Events 6+ Membership-Member Orientation, Follow-Up Membership-New Members, Task is to Ask Marketing 60-90 Days Budget Fund Raising Taxes and Insurance Historical Data Communication System Branding-Consistent use of Logo Use National & State Websites as Resource Local Website used as provided by National Strategic Partners Affiliate Ratio AS Current President: What did you wish you knew going in? 1) 2) 3) 4) _______________________________________________________________________________
- 14. Annual Calendar September October November December Program Recognition Form & Annual Report Elections-Report Officers by Nov 1 Kick Off Recruitment Campaign Program Promotion 60 days Program Recognition Form & Annual Report State Orientation State Meeting Newsletter State Leadership Retreat Local Planning Retreat Update and Complete New Business Plan Program Promotion 60 days Planning Retreat Program Recognition Form & Annual Report National Meeting Installation State Leadership Retreat Local Planning Retreat Program Promotion 60 days Tentative Program Schedule-Next Year Approve New Directors/Task Force Chairs Complete Annual Report by Dec 31 Program Recognition Form & Annual Report Installation by end of December-Celebrate! Balanced Budget App by Membership Submit App for State Registration Scholarship if needed Tentative Program Schedule-Next Year Review Business Plan August Program Recognition Form & Annual Report Leadership Academy: President-elect Submit App for State Registration Scholarship if needed Elections Program Promotion 60 days Review Business Plan January Publish Program Calendar by Jan 15 Report Best Programs To State Complete Baseline For Previous Year/Review State Meeting Newsletter Update Annual Report Program Promotion 60 days
- 20. NETWORK RESOURCES http://www.wcr.org/Network- Tools/marketing- communications/ I Am Women’s Council of REALTORS® Video…. https://www.youtube.com/channel/ UCRQTF5B1MFKtpyvjcFzR8yw
- 22. NETWORK RESOURCES http://www.wcr.org/Network- Tools/programs/ TOOLS FOR PLANNING PROGRAMS * Ideas for Networking Activities * Winning Programs * Hot Topic Program Scanning Tool * Scanning Activity for Your Network * Transforming Issues and Trends into Programs * PROGRAM IDEAS * Just-in-time Hot Topic Ideas * Leadership Training Program Templates * Educate Your Members on WCR.org * Got Leadership Panel Template
- 23. NETWORK RESOURCES http://www.wcr.org/Network- Tools/recruiting-retention/ RECRUITING & RETENTION * First-year Member Communication Strategy * National Dues Are $126 * * * Sample Recruitment Video * Recruitment and Retention Kit for Local Networks http://www.wcr.org/Network- Tools/recruiting-retention/video- building-member-value/
- 24. NETWORK RESOURCES FREQUENTLY ASKED QUESTIONS http://www.wcr.org/Network- Tools/frequently-asked- questions/
- 25. NETWORK RESOURCES NATIONAL LINE OFFICER INVITATION http://www.wcr.org/Network- Tools/officer-invitation/ STATE LINE OFFICER INVITATION https://www.wcrca.org/re sources/invite-state-line- officers-event/
- 26. DROPBOX www.dropbox.com 2017 Delta Annual Report Baseline Profile By-Laws and Standing Rules Budget Business Plan Insurance Membership Minutes-Governing Board-Elections- Mixers and Orientation Spring Mixer Network Model and Job Descriptions Programs Evaluations Flyers Retreat Planning Taxes Website Ways and Means Event 1
- 27. What’s Next?
- 31. Discussion- Leadership Academy Insights and Network Successes Becoming a Change Agent
- 33. Business Planning Retreat’s Basics • Hold in a neutral business location. • Your incoming and outgoing Governor/District Vice President to facilitate. • Invite everyone. Tap in to the ideas, talent and enthusiasm of your members! • Set goals to take your Network to the next level! • Create a yearly Business Plan. • Have a proposed budget for 2018 based on your 2017 budget. • Come up with ideas & strategies to create excitement and raise funds to provide member value throughout the year. • Great industry events will be your best Recruitment and retention strategy.
- 34. Can We Talk? How to Communicate with Different Personalities DISC Profile tonyrobbins.com/disc Enneagram 9types.com/rheti Serengti-What Animal Are You? swanepoel.com/quiz
- 36. Language of Leadership 8 Phrases Every LEADER should use to BUILD TRUST 1. What are your thoughts? 2. I trust your judgment: this is your decision to make. 3. This is what I can share with you. 4. You are Awesome! I am so glad you are on my team! 5. I am vested in your success! 6. I expect you to give me feedback. 7. I always have time for you. How can I help? 8. We are a team!
- 37. Behavioral Styles Personality Styles Conflict to Conversation
- 38. Vision, Goals and Targets Processes A Tale of Two Leaders
- 39. What makes a Great Team Leader? The Five Practices (1) Model the Way One thing you believe or stand for as a leader? One way you’d like fellow leaders and members to see you in your role as _______________________? One agreement you’d like the team to make about how to work together? Inspire a Shared Vision One way the Network will be different at end of the year? Challenge the Process One way you will take a risk, do something differently, be innovative or improve something? Enable Others To Act One way you will support others on the team; one opportunity you’ll provide team members to grow and develop as leaders? Encourage the Heart One way you will celebrate what the team has accomplished together; one way you will recognize team members and others who contribute? (1) James Kouzes and Barry Posner, The Leadership Challenge, 5th Edition provided by Delizia Consulting Services
- 42. Hit the Ground Running!!! Elections and Appointments Finish Transition Plan Meet with Team Members-Agreements Project Teams Retreat After Oct State Retreat Budgets Programming Industry Events Membership Business Plan and Annual Report
- 44. Fall 2017 Meetings Pre Meeting: Strategic Planning Monday Oct 9th: Elections Tuesday Oct 10th : State Orientation, EXPO Luncheon, Women’s Council of REALTORS® California is C.A.R. Partner
- 46. Evaluation Date ___________ Time___________ What was most important to your leadership growth? _______________________________________________________________ _______________________________________________________________ What was least important to your leadership growth? _______________________________________________________________ _______________________________________________________________ What needs to be changed to best support you and your team? _______________________________________________________________ _______________________________________________________________ Other comments, How can the State Help YOU? _______________________________________________________________ _______________________________________________________________
- 47. Women’s Council of REALTORS® California READY, SET, GO!
Notas do Editor
- DVP GOV 5 Min: Introductions of attendees name, Network Name, 2017-2018 Position remind all to sign in with name, email Network Name and position so we can email a package to them upon completion of our workshops Special Presentations Monday Group 1 Taffy Mauer Placer County President (Morning) Monday Group 1 Lisa Hultz Delta President (Afternoon) Tuesday Group 2 Sabrina Brown Greater Fresno Wednesday Group 3 Amamda Etcheverry Santa Clarita Thursday Group 4 Kaye Chapman Long Beach Network
- DVP/GOV 1 minutes
- Gov/DVP introduce line officers 2 min
- 1 Min: DVP GOV This slide is to reinforce the networking exercise and remind them of intentional networking and how it helps to generate energy in the room among other things come up with networking exercise (This will be done 15 minutes prior to the start of each session)
- Fiona Slide 5&6 1 Min:
- Fiona
- 3 Min Theresa Go over ground rules-phones, be present, keep an open mind, have fun. Set up reason why here: to support the networks in their annual transition, to help and begin to establish protocol within a network to create a positive and consistent transition experience; Modeling Transition ourselves This is what we are talking about: Where are We now? What have we learned from our past President’s and new insights from Leadership How do we bring the team together. Identify areas to focus energy on as a group and give the President Elect permission to start the transition to President. It is our goal as a state to have all of our networks up and ready to Rock and Roll January 1st. We are here to set you up for success in 2018 and beyond
- Theresa introduce speaker who has 5 minutes
- HAND OUT General Network Check Up Transition lets check to see how you are doing you have 10 minutes to complete this Theresa total 30 minutes for both sections 10 minutes transition check up 20 minutes transition worksheet exercise All line officers assist members to complete the exercise slides 9 &10 What is your basic concern or fear of letting go of your job? What questions do you ask yourself when you are assigning or training someone a particular job or they volunteer? Bring out the Transition Checklist Now! Model for you----presenting different roles
- HAND OUT Theresa introduce and all line officers assist members 20 minutes Now lets see what your challenges or needed changes are Please turn both pages in to us, we are going to provide these to your 2018 District Vice President or Governor so they know what they need to do to mentor and help you better succeed
- Slides 11-26 20 minutes Fiona: Now that you have completed the Network Transition Checklist and the transition worksheet ….. Ask the question to the President’s and any of the team members: if I knew what I now know how would I do something differently. Feel free to share with your groups. These guidelines are meant to be for you only and perhaps to share with your team so you can work together to get to where you want to go! By the way, it’s OK to not know everything because if you did then no potential for growth.
- Fiona
- Fiona
- Fiona Handout: Template one per network We have created a template for you to use: Remind them we will send all documents to you via mail chimp when we finish our transition workshop toad trips You can use this calendar to make sure your Network is ready for the first of the year. We want to finish the year strong. All installations and retreats should be complete. Your first program of the year should be selected and ready to promote by November.
- Template Network Annual Checklist Handout one per network just to review if we have time
- Fiona
- Fiona
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- Fiona
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- Fiona
- Fiona
- 1 Minute Theresa: Note that we have included all of the Line Officer team in this presentation, playing to each other’s strengths….as a model. Cheryl is now going to work with you on the transitioning of your leadership teams and go over what the President elects have learned at Leadership Academy Handout: Network leadershipTeam commitment letter
- Cheryl: 35 minutes total
- Slides 27-31 minutes Cheryl: You are Contagious. Slow down, be fully present, don’t participate in busy and chaos.
- Slides 27-31 minutes Cheryl: You! Creating a positive ripple
- Cheryl lets bring this all together. At your tables-Group Discussion of Leadership Academy Insights and Network Successes Take one or more of the ideas that you have come up with, these can be different based on Network needs. Use the insights and methods from the Team Leader worksheet. The one criteria is that you all agree needs to be different or will help your network and members grow. Use the Transition Worksheet or the Leadership Academy experience from the Team Exercise/Challenge Set up a plan how to implement, who is responsible for what, agreements needed, time frames etc. We have created a form, becoming a change agent, maybe should read member? But ideas to get you started…are on the easels…..
- Cheryl min What ideas did you come up with that you can incorporate into your Network business plan? Each President-elect shares ideas they had at Leadership Academy, Fiona write these down on an easel
- Cheryl Invite outgoing DVP/GOV and incoming DVP/GOV
- Slides 32-38 Eileen 20 minutes The past several years, Jim Delizia has shared and used this form/concept at Leadership Academy. Although at Leadership Academy, each person complete one on one… we thought this concept would be useful to the whole team… so take about 5-10 minutes to answer each question and then share with the teams at at the table. Look for commonalities and differences that you have and come to an agreement that if there is a disagreement about something how are the parties or the group going to work through it.
- Eileen: You Got this! The beauty of Women’s Council is that each year we all step into new positions. So Learn It, Love it and Please pass it on. Honor your past leadership, thank your past leadership, Plan to invovle your past leadership and above all Respect your team and make them all shine!
- Eileen
- Eileen: Building Trust, especially with new people coming into the team: Communication: personality profiles Demonstrating a transparent and smooth transition from year to year will help you to build that trust with your entire team. The Language of Leadership 8 phrases every leader should use: Trust: 1. What are your thoughts? 2. I trust your judgment: this is your decision to make. 3. This is what I can share with you. 4. You are Awesome! I am so glad you are on my team! 5. I am vested in your success! 6. I expect you to give me feedback. 7. I always have time for you. How can I help? 8. We are a team!
- Eileen Communication based on Personality Profiles, DISC, Behavioral Patterns, Root Causes; always two or more ways to look at things. One of the things we all have in common is our structure and our understanding that we are looking for the best in each other and for our members. The President is the leader of the Network and the team and acts as a represented of Women’s Council, Cheryl……
- Eileen: The past several years, Jim Delizia has shared and used this form/concept at Leadership Academy. Although at Leadership Academy, each person complete one on one… we thought this concept would be useful to the whole team… so take about 5-10 minutes to answer each question and then share with the teams at at the table. Look for commonalities and differences that you have and come to an agreement that if there is a disagreement about something how are the parties or the group going to work through it.
- Fiona so we are demonstrating some of the skills required to create a great team… Explain the slide tying in some of the things that were noted in the previous discussion. We are here to create a great team, TRANSITION To Eileen-----so now that we have some experience with this, let’s dig a little deeper Eileen
- 10 min Theresa Honor your outgoing Presidents: meet in teams and direct each team to compliment or recognize President’s accomplishments and what they do well; note that we can learn and grow even when we have conflict or dis-agreement. If the President is not present. Have someone write down the compliments to give to the President. It is important to acknowledge what has been done and not what has not been done. Then Ask each President to share at least one accomplishment and something they felt good about… Thank you! Applaud and thank each one (Cheryl to set up in advance with least two networks to get started) Easel-someone take notes
- Slides 40-42 Theresa: 3 Min Finish Transition Plan does not mean pass the gavel; it means the President is still the President so work together to transition, communicate often and openly remember we are all in this together, if you succeed then we all succeed….
- Theresa: Note that we have included all of the Line Officer team in this presentation, playing to each other’s strengths….as role models for you
- Theresa: Remind them of officer invitation protocol to installations/ business resource meetings Have form as a handout
- Cheryl-All of us go thru lots of transitions over time. Today we evaluated where we are and now you have an idea of where you want to be. YOU GOT THIS!! We want to start strong and finish strong!!! Plan, Plan Plan and just breathe! Our State team of the line officers, Governors and District Vice Presidents are always here if you have questions or need assistance with anything at all! We thank you for being here today and would appreciate it if you would evaluate our presentation.-Evaluation
- Slide 43 3 minutes Fiona: as President Elect next year, I hope? Please complete the Evaluations so that we can improve as to what is needed for subsequent Boot Camps both this year and next.
- All line officers say thank you and looking forward to working with you now and in the future!