The Dead Presidents Society Chapter Succession Planning Course

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The Dead President's Society: Chapter Succession Planning Course Code: As a courtesy to other

The Dead President's Society: Chapter Succession Planning Course Code: As a courtesy to other participants, please turn cell phones and pagers to silent mode Thank You

Objectives At the end of the session the participant will: 1. Describe the concept

Objectives At the end of the session the participant will: 1. Describe the concept of succession planning. 2. Discuss relevancy of incorporating succession planning into chapter strategic planning 3. Explore opportunities for hardwiring succession planning activities into chapter operations.

Succession Planning Succession planning is a process whereby your chapter ensures that members are

Succession Planning Succession planning is a process whereby your chapter ensures that members are recruited and developed to fill each key role within the chapter.

Succession Planning should…. . n Recruit new members n Retain current members n Develop

Succession Planning should…. . n Recruit new members n Retain current members n Develop skill sets n Role model leadership competencies

AACN Leadership Competencies n Self-Leadership: to assess, manage and develop yourself in order to

AACN Leadership Competencies n Self-Leadership: to assess, manage and develop yourself in order to preserve and optimize relationships and add value to the outcomes of one’s organization. n Global Thinking: to think beyond your current role and practice and apply new perspectives that will improve and optimize your role and practice. n Consensus Building: to achieve practical consensus within groups to promote strong teamwork and garner commitment and participation of others to achieve solutions and effect positive change. n Delivering Effective Messages: to deliver effective messages in order to motivate others to thought and action. n Knowing and Committing to AACN: to demonstrate knowledge and commitment to the mission, values and work of AACN in order to optimize outcomes for nurses and patients and their families.

So what are the obstacles to good succession planning? Competing obligations, time, resources n

So what are the obstacles to good succession planning? Competing obligations, time, resources n Not enough of you to go around…leaders wearing multiple hats n Recycling of chapter leaders n The hidden agenda – in our work life we may actually be competitors which can lead to an atmosphere of distrust amongst members of the chapter and/or chapter leaders n Lack of forethought n

Hardwiring n Quint Studer of the The Studer Group n Creating a Culture of

Hardwiring n Quint Studer of the The Studer Group n Creating a Culture of Service and Operational Excellence that drives results n Hardwire: The process by which a chapter integrates actions and beliefs into the routine operations to ensure it becomes a habit and is done n Best way to hardwire…. . chapter calendar.

Hardwiring Calendar n n Recruitment u Membership drive u Visits to schools of nursing

Hardwiring Calendar n n Recruitment u Membership drive u Visits to schools of nursing or hospitals Retention u Educational programs u Taste of NTI – members that attend speak at the next chapter meeting…. bring back pictures, poster of what they learned, or give-aways from exhibit hall u Recognition of member achievement – CCRN Luncheon, Circle of excellence awards for your community Professional Development u Support chapter leaders to attend Leadership workshop Role model u Coaching and mentoring time

July 2007 Sun Mon Tues Wed Thur Fri Sat 1 2 3 4 5

July 2007 Sun Mon Tues Wed Thur Fri Sat 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 31 25 26 27 28 29 30

Strategic Planning n A systematic methodology to plan future Chapter activities… u Establish a

Strategic Planning n A systematic methodology to plan future Chapter activities… u Establish a 1 -3 year vision for the chapter u Evaluate previous activities u Plan Programs u Meet needs of the Membership u Analyze function of the chapter operations u Identify resources and how they will be used

Strategic Planning Process: n Assessment: Collect some information before your meeting: u Understand your

Strategic Planning Process: n Assessment: Collect some information before your meeting: u Understand your demographics of your members u Copy of financial expenditures from last year u Survey members of your chapter u AACN Resources t WWW. AACN. ORG/Chapters t http: //health. groups. yahoo. com/group/aacncha pterlistserv/ t Chapter Advisor for your Region

Strategic Planning Process: Assessment of Chapter n Prepare for your strategic planning meeting u

Strategic Planning Process: Assessment of Chapter n Prepare for your strategic planning meeting u Agenda u Activities u Refreshments u A place: free of distractions, pleasant, comfortable t A home t Community meeting place: library, school t Hotel conference room t Avoid a hospital meeting room unless offsite

Strategic Planning Process n Get key players together n Communicate ahead of time n

Strategic Planning Process n Get key players together n Communicate ahead of time n get commitment to participate n Time frame n Agenda with time limits n Establish ground rules n Commit to working and having fun

Strategic Planning n Ice breakers – u Dinner Party – u Starfish story –

Strategic Planning n Ice breakers – u Dinner Party – u Starfish story –

Strategic Planning Process: Select a tool/ method n SWOT Analysis - brainstorming technique to

Strategic Planning Process: Select a tool/ method n SWOT Analysis - brainstorming technique to generate a list to identify: u Strengths of your chapter/community/members Weaknesses u Opportunities – programs, growth, activities u Threats – what could prevent accomplishments u n GAP Analysis u how far is chapter from goal u What actions steps are necessary to reach goal?

Gap Analysis Type Item Is there a gap? Y/N Why is this important? What’s

Gap Analysis Type Item Is there a gap? Y/N Why is this important? What’s your evidence to support making it a priority? Opportunity Chapter recognizes member accomplishments Y Chapter best practice initiative identified from LDW @ NTI Threat Decreasing chapter membership Y Survey of nurses identified that people want to join but don’t know what your chapter is doing Weakness Made the “not in good standing list” last year Y Last President had to submit reports late in order to attend LDW at NTI

Strategic Planning Process: Develop your plan Brainstorm action steps n Identify person responsible n

Strategic Planning Process: Develop your plan Brainstorm action steps n Identify person responsible n Set Goals…. think “SMART” n

Strategic Planning Process: Creating S. M. A. R. T. Goals Specific Measurable Attainable (but

Strategic Planning Process: Creating S. M. A. R. T. Goals Specific Measurable Attainable (but consider stretch goals) Realistic Time Frame n n n Increase chapter membership by 10% in 12 months. Offer a CCRN review course by January 2008. Coordinate fundraisers to raise $2, 000 for NTI scholarships by February 2008.

Gap Analysis Becomes Action plan Criteria , Threat or Opportunity Action Steps Who Demonstrates

Gap Analysis Becomes Action plan Criteria , Threat or Opportunity Action Steps Who Demonstrates meaningful recognition of member accomplishments Certification Hospitality Luncheon Chairman Local Circle of Awards President Remain in good standing with national AACN Financial Treasurer Membership Chair President New officer list Time Frame January 2008 April 2008 11/ 15, 2/15 5/15, 8/ 15 1/1 5/15

Strategic Planning Process: Implementation Make a commitment to implement your plan n Periodically evaluate

Strategic Planning Process: Implementation Make a commitment to implement your plan n Periodically evaluate progress u is the evaluation process hardwired into your chapter operations? t Ex: Make action plan review part of each board agenda n

"O' Captain, My Captain"…. . Be the leader you wish to see n How

"O' Captain, My Captain"…. . Be the leader you wish to see n How do your members and your institution leaders view your chapter and chapter activities? Do members believe that your activities are relevant to their issues? u Do you listen, are you visible, do you layer communication? u Does your chapter take on issues challenging institutions in your community? u Ask nurse leaders in your institutions and academic programs for their insights u Communicate that you share common goals u

"O' Captain, My Captain"…. . Be the leader you wish to see n n

"O' Captain, My Captain"…. . Be the leader you wish to see n n Do institutional leaders support you directly or indirectly …. . Have you asked for that support? t Are institutional leaders members of your chapter? t Let them know that you are trying to create leadership skills for the next generation of nurse leaders t If leaders reimburse for education fees, ask them to only sponsor at the member rate t Recognized on Performance Evaluations Be patient…. A ”No” today could be a “Yes” tomorrow

Is your chapter a Healthy Work Environment? n Skilled communication n True collaboration n

Is your chapter a Healthy Work Environment? n Skilled communication n True collaboration n Effective decision making n Appropriate staffing n Meaningful recognition n Authentic leadership

Role modeling leadership It's as easy as PIE

Role modeling leadership It's as easy as PIE

Chapter Success-ion Stories Greater Phoenix Area Chapter n Houston Gulf Coast Chapter n Greater

Chapter Success-ion Stories Greater Phoenix Area Chapter n Houston Gulf Coast Chapter n Greater New Orleans Chapter n Greater Birmingham Chapter n Region 5 n Three Rivers Chapter n

Inspiring the next generation: Greater Phoenix Area Chapter n n n Sue Hurst RN

Inspiring the next generation: Greater Phoenix Area Chapter n n n Sue Hurst RN MSN CCRN CNRN Their theme for 2006 -2007: u Instilling hope and care in the next generation How they hardwire their theme into operations: u Theme is on their website u Formally mentor new Board members over 6 months so that they can learn their new roles before stepping into their role u Engage nursing students in board meetings for learning leadership skills

Banking on Success: Houston Gulf Coast Chapter Points 1 1 1 5 10 Activity

Banking on Success: Houston Gulf Coast Chapter Points 1 1 1 5 10 Activity Attendance at chapter meeting Attendance at Board Meeting Attendance at committee meeting Write article for newsletter Do an educational presentation Recruit a member CCRN/PCCN (one time) Officer or committee chairman

When recycling may be ok: Greater New Orleans Chapter n n n Problem…. .

When recycling may be ok: Greater New Orleans Chapter n n n Problem…. . Hurricane Katrina u Lost a lot of members u Existing members really challenged with competing priorities u Needed strong leadership to keep chapter going Solution…. . Tap into previous leaders with great experience to handle the difficult transition period Past President and past Chapter Advisor Liz Stevens RN BSN CCRN elected to the 2007 -2008 Presidency

Birmingham Chapter -Sharon Watson n Chapter collaborated with Capstone College School of Nursing Nursin

Birmingham Chapter -Sharon Watson n Chapter collaborated with Capstone College School of Nursing Nursin at University of Alabama through chapter member Dr. Angela Collins to introduce students to the power of professional organizations u Essay contest for students offering 3 academic grants u Free AACN membership for 1 year u AACN – College network night – 40 students participated t Benefits of membership to a professional nursing organization t Leadership development opportunities t Nurse Link – program to tutor students in certain subjects t Poster - CS 211 “Engaging The Next Generation In The Power Of AACN”

Leadership Development Region 5 (NC, SC) Jan Teal, RN-BC, MSN, CCRN n Healthy Chapter

Leadership Development Region 5 (NC, SC) Jan Teal, RN-BC, MSN, CCRN n Healthy Chapter Environments n Conflict Management n Strategic Planning n

Three Rivers Chapter in Pittsburgh - Merrikay Fausti n n Celebrated their 25 th

Three Rivers Chapter in Pittsburgh - Merrikay Fausti n n Celebrated their 25 th Anniversary on May 10 u 25 different Presidents. No repeats. The board consists of 10 -12 people in various positions. Sometimes the new person is added as a co-chair. u Board structure has a succession plan of offices held as the person advances up the board u Recruit members during educational programs and CCRN-PCCN Review Courses u At college fairs - set up a booth and talk to nursing students about the benefits of nursing. u Future Vision - They hope to start going to high schools and invite the Future Nurses Clubs to some on our educational offerings.

Greater New Orleans Chapter “The Minute Men” – Michelle Rihner n n n President

Greater New Orleans Chapter “The Minute Men” – Michelle Rihner n n n President BSN CCRN Chapter Advisor -Denise Bonura-Henry BSN CCRN Chapter Advisor Engaging members in chapter activities u President chairs “Minute Man Committee” u “Staffing or Labor Pool” for chapters u Members sign up anytime on a roster and may be called for special projects or tasks: registration, picking up items, etc. u Can say no with out guilt

The Dead President's Society n n n Past President’s retire, but remain as advisor

The Dead President's Society n n n Past President’s retire, but remain as advisor to the president How it works…. . the Dead Presidents remain visible u Attend Board meetings u Phone call or email away to the current president u have a lunch away just to talk What’s in it for current leaders? u Resource: Does not have a vote, but can offer perspective, experience and insight…but it’s always the board’s decision u Reassurance to the next leader “I’ve got your back, Man!!” What’s in it for “ The Dead President” u still valued and respected for their service to the community Note of caution u Sometimes need to step back and let others fly u Let the board take the direction and don’t get hung up on how it “used to be” u Consider channeling talents to the next level as a regional or national volunteer

Speaking of Succession Planning……So, what’s next for you? ? ? Transition leadership skills into

Speaking of Succession Planning……So, what’s next for you? ? ? Transition leadership skills into a career opportunity? n Interested in learning how to become involved at the regional or national level? n

http: //www. aacn. org/

http: //www. aacn. org/

AACN Volunteer Descriptions Purpose of the Group n Charges of the Group n Qualifications

AACN Volunteer Descriptions Purpose of the Group n Charges of the Group n Qualifications for membership n Application/selection process n Function of the Staff Liaison n Workload and timeline n

AACN Work Groups AACN Board Liaison Program API Work Group (formally the advanced practice

AACN Work Groups AACN Board Liaison Program API Work Group (formally the advanced practice group) Awards Review Panel Chapter Advisory Team Continuing Education Review Panel Distinguished Lecturer Panel Ethics Work Group (not meeting in FY 08) Healthy work Environment Standards Work Group (not meeting in FY 08) NTI Work Group Research and Creative Solutions Abstract Review Panel Research Grant Review Panel Evidence Based Practice Resource Work Group (Group formerly Research Work Group) Scholarship Review Panel