GREATER NAPLES LEADERSHIP MASTERS PROGRAM

PLANNING HANDBOOK for

CLASS XXII

Revised - March 2017

GREATER NAPLES LEADERSHIPPLANNING HANDBOOK FOR MASTERS CLASS XXII

TABLE OF CONTENTS

I Greater Naples Leadership (GNL)A. GNL Mission Statement, GNL Community Support Policy and Privacy Policy 1

B. GNL Masters Class Core Curriculum 3

II The Class Leadership Team (CLT)A. CLT Role in Session Day Planning 5

B. CLT Members and Contact Information 7

C. CLT Session Day Planning Feedback Form 9

III Class XXI Session Day TeamsA. Class XXI Session Day Team Assignments 11

B. CLT Lead Session Day Assignments 13

C. Class XXI Members Contact Information 15

IV Planning Your Session Day - Content17

19

25

27

29

31

37

A. Session Day Speaker Guidelines

B. Class XX Session Day Speakers

C. GNL Session Day Subject Matter Experts

D. Session Day Budget - Overview

E. Audio-Visual Worksheet

F. Food and Beverage Guidelines; Panera food service

G. Class Interaction Opportunities

H. Session Day Team Binder and Class Evaluations (separate notebook) 41

V Planning Class XXII Session Day Process A. Class XXII Timetable: Meetings, Deadlines and Deliverables 43

B. Class XXII Timetable - Details 44

C. Session Day Timeline/Template 45

D. Session Day Team Evaluation and Newsletter Template 59

E. GNL Thank You Notes 65

VI Planning Your Session Day - Miscellaneous A. Check Request Policy, Procedure and Template 67

B. Bus Transportation Procedure and Sample Bus Route Submission 69

C. GNL Tax Exempt Certificate 73

D. GNL Certificate of Liability Insurance 75

E. GNL Office & GNL Website Contact Information 77

I-AGREATER NAPLES LEADERSHIP

MISSION STATEMENT To provide proven leaders with a unique opportunity to learn firsthand about the issues and needs in Collier County and to encourage the use of their skills, individually and collectively, in bettering

the community.

GNL COMMUNITY SUPPORT POLICY Greater Naples Leadership (GNL) is an educational organization whose mission is to provide proven leaders with unique firsthand opportunities to learn about the needs and issues of Collier County. We strongly encourage GNL members to use their knowledge, experience and leadership skills in bettering our community. Through our ongoing educational programs, our Community Service efforts and our website, we assist our members in locating volunteer opportunities which match their skills and interests. GNL is non-political and does not take positions on issues. Rather, GNL seeks to educate its members on the pros and cons of issues. GNL does no fundraising for other organizations nor does it support specific community issues. Instead, we provide education for our members so that they are better prepared to make their own decisions and commitments.

PRIVACY POLICY GNL recognizes the need to safeguard the information in its possession, including but not limited to Alumni and Class Directories and requests for volunteers submitted by nonprofit organizations. GNL materials in the password-protected section of the GNL website, Class Directories and related member information are intended for the exclusive use of GNL and its members. GNL's policy is not to give this information to anyone outside the organization. Information in the Directory, on the GNL website and that which is related to the Masters Class Session Day program is for personal use only and is not to be used for solicitation, promotional, political or business development purposes.

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I-BGNL MASTERS CLASS CORE CURRICULUM

In 2011, after a special committee review, the GNL Board adopted a standardized Core Curriculum for the Masters Class Program. Each Session Day is guided by this approved Core Curriculum, as well as its specific Board-adopted Session Day curriculum.

Principles Guiding the Masters Class Core Curriculum The experience is an integrated, year-long series of events, all of which are GNL Mission driven with:

• Learning and leadership components;• Goals and Objectives articulated and evaluated for both components, as well as for the

specific focus of each session; and• Sessions that are thought provoking, engaging and participatory, build community among

class participants and engender commitment to GNL.

Learning and Leadership Components Learning Component

• Covers key aspects of the Greater Naples community• Addresses current critical issues/topics related to each aspect• Exposes participants to important players and places• Provides opportunities to hear various sides of issues• Allows for open discussion and participation of Class Members

Leadership Component • Informs experienced leaders about volunteer opportunities within Greater Naples especially

as related to key aspects covered in the sessions• Helps individuals identify and achieve leadership goals at this point in their leadership

journey• Provides examples of community leadership especially GNL alums and other resources for

getting involved• Encourages personal responsibility for translating learning into active involvement

3

II-AClass Leadership Team (CLT)

The Class Leadership Team (CLT) is responsible for managing the Masters Class program to insure a positive learning experience for Masters Class members. The CLT reports on the Masters Class program to the GNL Board at its monthly and meetings. The Masters Class program is governed by Board adopted guidelines.

The CLT is a volunteer group made up of GNL members from the last two Master Classes (Master Class XX and Master Class XXI). The Class Chair has overall responsibility for the non-Session Day and Board related Masters Class events; the Program Chairs have overall responsibility for the Masters Class Session Days and related programs. In addition to Session Days, the CLT is responsible for planning and executing the Masters Class Orientation Luncheon, Retreat Day, a Welcome Reception, Evaluation and Planning Days, the Thank-You Lunch and the Master Class Graduation. The CLT's major responsibility is to to work with each Session Day Team to plan and execute its Session Day and to create a successful educational experience for the incoming Masters Class.

The 2017-18 CLT members for GNL Masters Class XXII are:

Neal Gelfand– Class Chair (XX) Peggy Monson– Program Co-Chair (XXI) Steve Strome – Program Co-Chair (XXI) William Hogan -- Class Vice Chair (XXI)

Session Day Teams report to the CLT and look to the CLT for guidance in developing Session Days that meet GNL Masters Class program goals and objectives. This process begins with the announcement of the teams on Immokalee Day and continues in earnest on Evaluation and Planning Days, followed by a series of scheduled meetings and communications over several months.

While each Session Day team plans vertically to insure that its Session Day meets its goals and objectives, the CLT looks horizontally at all Session Days to ensure that the overall Masters Class Program meets GNL goals and objectives while managing overall fiscal responsibility for the Masters Class budget. Therefore, there may be situations where the CLT will ask a Session Day Team to modify its agenda to ensure that the overall Masters Class program meets its goals.

You can expect general and specific feedback at multiple stages of your planning process. Please see the next pages for the typical feedback form teams receive after meeting with the CLT.

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II-BClass Leadership Team (CLT) Contact Information

Neal Gelfand, Class Chair (XX) nealand@me.com 914.316.7733

Peggy Monson, Program Co-Chair (XXI) peggymonson@hotmail.com 317.523.2405

William Hogan, Class Vice-Chair (XXI) Bhogan5@me.com 216.410.6100

Steve Strome, Program Co-Chair (XXI) stephen@strome.org 248.703.9485

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II-CSession Day Planning – CLT Feedback

Session Day: ________________________ CLT Lead: __________________

Topic Comments & SuggestionsPRIMARY FEEDBACK

SPEAKERS & ACTIVITIES

Lead-Off Speaker/Topic

Final Speaker/Topic

Speakers/Panels • Topics covered• Last year’s best included• Balance of speakers• Plan B• Other??

Activities:

Interaction Time: • Q&A with Speakers• Among classmates

VENUES

Relevant & Interesting Locations

Room Size; A/V support

Driving/Parking; Bus

LOGISTICS

Length of Day: Start & End Time

Adequate Time for Breaks; Board/De-board Bus

Healthy Meals & Snacks; Reception

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III-AClass XXII Session Day Team Assignments

February, 2017

Naples Past, Present and Future October 25, 2017

John Lehmann, Team Lead Margaret Grathwohl, Team Scribe Jim Hovey Mary Beth Jones CLT Lead: Peggy Monson

Growth & Economic Development Day November 1, 2017

Ed Mayotte, Team Lead Marsha Shelton, Team Scribe Linda Lerner John Kane CLT Lead: Neal Gelfand

Cultural Arts Day November 15, 2017

Ricki Baker, Team Lead Jill Jaffe, Team Scribe Pat Frey Barry Karson CLT Lead: Peggy Monson

Human Services Day January 10, 2018

Paula Stone, Team Lead Lorry Cioffi, Team Scribe Barbara Crockett Sissel Cooper CLT Lead: Steve Strome

Education Day January 17, 2018

Tammi Pittaro, Team Lead Bill Lutz, Team Scribe Bill Dunlap Jay Paradis CLT Lead: Steve Strome

Healthcare Day January 31, 2018

Frank Corvino, Team Lead Bev Cherry, Team Scribe Janet Belle Dennis Kelly CLT Lead: Neal Gelfand

Environment Day February 7, 2018

Karen Ryan, Team Lead Kim Koehl, Team Scribe Jim Donohue Eileen Gallagher Jim Shea CLT Lead: Bill Hogan

Government Day February 22, 2018 – Thursday

Dick Woodbridge, Team Lead Tom McCarthy, Team Scribe Suzan Bly Bob McLennan CLT Lead: Neal Gelfand & Bill Hogan

Immokalee Day February 28, 2018

Nick Rutigliano, Team Lead Debbie Finch, Team Scribe Jeff Diermeier Patrick Martin CLT Lead: Bill Hogan

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III-BCLT Lead Assignments for Masters Class XXII Session Days

Naples: Past, Present and Future 10/25/17

Peggy Monson

Growth and Economic Development Day 11/1/17

Neal Gelfand

Cultural Arts Day 11/15/17

Peggy Monson

Human Services Day 1/10/18

Steve Strome

Education Day 1/17/18

Steve Strome

Healthcare Day 1/31/18

Neal Gelfand

Environment Day 2/7/18

Bill Hogan

Government Day 2/22/18

Neal Gelfand Bill Hogan

Immokalee Day 2/28/18

Bill Hogan

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Last First Email Local CellBaker Ricki rickibaker24@gmail.com (239) 529-1465 (410) 366-3633Belle Janet jabelle1@yahoo.com (239) 261-8427 (770) 330-4310Bly Suzan suzanbly@gmail.com (239) 774-0001 (336) 207-8283Cherry Bev thebevcherry@gmail.com (239) 262-8615 (412) 600-8895Cioffi Lorry lorry.cioffi@gmail.com (239) 591-4126 (703) 244-7092Cooper Sissel sissel.cooper@me.com (239) 262-6954 (617) 755-8560Corvino Frank corvino49@gmail.com (203) 912-0986 (203) 912-0986Crockett Barbara bcrock5461@gmail.com (239) 435-0739 (617) 262-5677Diermeier Jeff jeff@diermeierff.org (239) 263-7283 (239) 963-7227Donohue Jim jjd10b@gmail.com (239) 228-4180 (267) 258-6104Dunlap Bill wdunl@hotmail.com (239) 643-2552 (540) 272-3787Finch Debbie lynch2finch@aol.com (239) 529-5275 (508) 641-0344Frey Pat patriciabf@aol.com (239) 596-9035 (847) 560-5335Gallagher Eileen eileengallagher44@gmail.com (516) 443-7529Grathwohl Peg peggysue50@verizon.net (703) 801-4108Hogan Bill bhogan5@me.com (216) 410-6100Hovey Jim hovey4180@gmail.com (239) 643-7283 (215) 990-0562Jaffe Jill jillgreenman@gmail.com (901) 485-1587 (901) 485-1587Jones MaryBeth mbjones12@aol.com (239) 228-3832 (847) 772-9233Kane John jmkane2000@aol.com (239) 263-8098 (617) 930-1548Karson Barry bkarson@barkarlaw.com (239) 592-4568 (914) 643-6884Kelly Dennis dbkelly007@aol.com (239) 597-5529 (859) 537-3702Koehl Kim kimberlykoehl@yahoo.com (570) 574-0597Lehmann John mail@johnlehmann.com (239) 304-8810 (617) 633-6000Lerner Linda lernerconsult@aol.com (239) 566-7664 (617) 290-9901Lutz Bill williamjlutz@gmail.com (630) 240-4187 (630) 240-4187Martin Pat patmartin@qwest.com (303) 931-3723Mayotte Ed edwardmayotte@gmail.com (570) 517-6018McCarthy Tom tommccarthy1@sbcglobal.net (239) 653-9898 (314) 409-8466McLennan Bob arem@aol.com (239) 228-8398 (847) 209-1000Monson Peggy peggymonson@hotmail.com (317) 523-2405 (317) 523-2405Paradis Jay japaradis@gmail.com (239) 580-6945 (502) 322-4840Pittaro Tammi tirp9999@gmail.com (609) 839-1095 (609) 839-1095Rutigliano Nick nickrutigliano@icloud.com (239) 594-7357 (317) 432-0826Ryan Karen karenryan194@gmail.com (508) 733-4075Shea Jim jim.sheajr@me.com (901) 833-9995Shelton Marsha mjb_shelton@msn.com (239) 596-2359 (703) 980-4036Stone Paula paulastone@comcast.net (517) 331-4747 (517) 331-4747Strome Steve stephen@strome.org (239) 596-4140 (248) 703-9485WhiteJr. Hank hfwhitejr@aol.com (239) 631-6516 (312) 714-2884Woodbridge Dick rcwoodbridge@yahoo.com (239) 280-0173

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III-CClass XXI Members Contact Information

IV-ASession Day Speaker Guidelines

CHOICE OF SPEAKERS

• Consider speakers who have done well in prior GNL session days. Review evaluations from previousyears for this information. Consider noteworthy newsmakers and leaders in the community.Consider using notable GNL Subject Experts as speakers on session days.

• Pay attention to gender and other diversity among your speakers.• Consider use of moderated, interactive panels of speakers rather than a series of single speakers. If

there is a topic with more than one viewpoint, make sure the panel presents diverse views.• Plan for back-up speaker(s) and schedule changes. Ask each speaker if he/she can provide the name

and contact information for a potential back-up speaker.

IN ADVANCE

• Confirm speaker availability by phone and in writing. Calendar early and as soon as possible.Confirm several times, especially a week before the session.

• Meet speakers in advance and give them specific topics and/or questions. Important that topics arenot duplicated. Let speakers know time limitations. Make sure all speakers have received the GreaterNaples Leadership Mission Statement and Community Support Policy.

• Please refer to the AV guidelines provided separately in this Handbook. Working with the CLT,decide in advance if A/V technical support is necessary. This is essential.

• Tent cards will be prepared for speakers and panel members by the GNL Office based on the SessionDay agenda. If there are speakers not listed on the agenda, please provide those names to the GNLOffice two weeks in advance. Pick up the cards at the GNL Office.

• Use bus time for speakers if it contributes to the day. Busses are equipped with necessary A/Vequipment. The bus is often a starting venue for the Session Day.

• If applicable, request speakers to identify volunteer needs.• Speakers can be invited to lunch. This is often a very productive outcome for the Class and the

speakers.

SESSION DAY & AFTERWARDS

• Be sure each speaker speaks from a microphone. Even though some speakers say they do not need amicrophone, many Class members require amplified sound.

• Ask all speakers to be at session site at least 15 minutes before their presentations.• Encourage speakers to stay on time, leave plenty of time for Q&A, and to repeat all questions for the

class. Introduce them to the Class Vice Chair who will be the timekeeper.• Send hand-written thank you notes on GNL note cards, available at the GNL office, to all hosts,

presenters, sponsors, etc., within one week after the session and confirm this to the Program Chair.

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IV-BMASTER CLASS XXI SESSION-DAY SPEAKERS

NAPLES PAST, PRESENT & FUTURE

• Dr Lois Bolin, Historian• Phil Mc Cable, Entrepreneur• Lodge McKee, Local Historian• Nancy Olson, Regional Manager for CC Parks & Recreation• Jacquelyn Pierce, GNL President and former International President GF of Women’s Clubs• Mark Strain, CC Planning Commission Chair• Todd Turrell, P.E., Author ‘Naples Area Waterfront – Changes in Time’• Jean Walker-Humphries, Naples’ Resident

GROWTH AND ECONOMIC DEVELOPMENT DAY

• Bill Parker, Publisher, Naples Daily News/Gannett Inc.• Bill Benyon, Capital Wealth Advisors• Mike Boose, Arthrex• Anne Fleming, General Manager, Waterside Shops• Blake Gable, President Real Estate Development & Mineral Management, Barron Collier

Companies• Jeff Lytle – Moderator• Bill Masterson, Hertz Corporation• Rob Moher, President, Conservancy of Southwest Florida• Dr. John Meyer, Florida Southwestern State College• Bob Newsome, Agricultural Director, Barron Collier Companies• Don Scott, Volunteer Collier• Ed Staros, VP and Managing Director, Ritz-Carlton Resorts of Naples• Penny Taylor, Collier County Commissioner• Dr. Chris Westley, Director of Regional Economic Research Institute, FGCU

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CULTURAL ARTS DAY

• Paul Arsenault – Painter • Kristen Coury, Founder & Producing Artistic Director, Gulfshore Playhouse • Mark Danni, Artistic Director, TheatreZone • David Filner, VP of Artistic Operations, Artis- Naples • Jim Gburek, GNL Class XX, Concert Pianist & Executive VP, IBERIABANK • Dennis Goodman, Photographer • Leigh Herndon, Silk/Rozome Artist • John Lyngass – Moderator (GNL Class XVII) • Ashley Mirakian, VP Marketing and Patron Engagement, Artis - Naples • Clauria Polzin, Consultant to the Arts, Non-profits • Richard Rosen, Naples Art District • Aimee Schlehr, Executive Director, Naples Art Association • Leah Summers, Mezzo Soprano • Milana Strezeva, Concert Pianist • Donna Torrance, Pottery Artist • Kathleen van Bergen, CEO & President, Artis - Naples • Frank Verpoorten, Director and Chief Curator, The Baker Museum • Jessica Walck, Assistant Artistic Director, Naples Players • Myra Williams, Past President, Naples Music Club • Natalie Stewart, Harpist • Robin Shuford Frank, Music Administrator, Opera Naples • Rebecca Richardson, Soprano

HUMAN SERVICES DAY

• Pam Baker, (no show) Executive Director NAMI • Nancy Dauphinais, Clinical Director of David Lawrence Center • Vann Ellison, President/CEO St Matthews House • Dr Jaclynn Faffer, President/CEO Jewish Family and Community Services • Tatiana Fortune, Golden Gate Senior Center • Richard Leber, President/CEO Harry Chapin • Jinx Liggett, Executive Director Youth Haven • Hon. Janice Martin, Mental Health and Drug Court Judge • Linda Oberhaus, Executive Director Shelter for Abused Women and Children • Louise Pelletier, Senior Services of Collier County • Jacqueline Stephens, CEO Children’s Advocacy Center • Sgt. Wade Williams, Collier County Sheriff's Office • Sarah Zaiser, Grants Director, NCEF

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EDUCATION DAY

• Darren Burkett, Principal, East Naples Middle School• Lisa Church, Vice President, Champions for Learning• Eileen Connolly-Keesler, President/CEO, Community Foundation of Collier County• Michael Dalby, President & CEO, Greater Naples Chamber of Commerce• Lyn Davidson, Vice Chair, Champions for Learning,• Beverly Feagin, Vice Chair, Champions for Learning• Yolanda Flores – Administrative Director, LWIT• Bill Hall, Champions for Learning Mentor of the Year• Maria Jiminez-Lara, CEO, Naples Children & Education Foundation• David Lawrence, Chairman, The Children’s Movement of Florida• Pedro Lara, College & Career Co-ordinator , Champions for Learning• Lisa Morse, Director Community Engagement, Collier County Public Schools• Susan McManus, President, Champions for Learning• Dr. Kamela Patton, CC Schools Superintendant, Collier County Public Schools• Jeff Rexford, Principal, Lorenzo Walker High School• Tamie Stewart, Principal, Parkside Elementary School• Dave Stump, Deputy Superintendent, Collier County Public Schools• Barbara Tyrrell, Principal, Funtime Early Childhood Academy• Dr Tobin Walcott, Principal, Golden Gate High School

HEALTHCARE DAY

• Nancy Dauphinais, Chief Operations Officer, David Lawrence Center• Michael Ellis, CEO, Healthcare Network of Southwest Florida• Dr. Ronald T. Garry, Geriatrician, Subsection Chief of Geriatrics, NCH• Nancy Lascheid, Co-Founder, Neighborhood Health Center• Dr. Alan Lippman, Oncologist, Partner, Florida Cancer Specialists• Deb (Millsap) Logan, The Blue Zones Project• R. Wayne Mullican, Vice President, Senior Friendship Health Center• Dr. Ronald Riner, President of the Riner Group• Dr. Tracey Roth, Chief of Cardiology, NCH• Dr. Allen Weiss, CEO, NCH Healthcare

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ENVIRONMENT DAY

• John Brady, Environmental Photographer, Time and Light Photography• Chad Crawford, Crawford Entertainment• Frank Jackalone, Sierra Club, Florida Chapter• Keith Laakkonen, President Rookery Bay National Estuarine Research Reserve• Rob Moher, President, Conservancy of Southwest Florida• Henk Ovink, Special Envoy, Kingdom of the Netherlands• Nicholas Penniman, Smithsonian Environmental Research Center and author of ‘Nature’s

Steward’• Lt.Col. Jennifer A. Reynolds, US Army Corps of Engineers• Judy Clayton Sanchez, US Sugar• Kathy Worley, Conservancy of Southwest Florida

GOVERNMENT DAY

• Bill Barnett, Mayor, City of Naples• Brent Batten, Moderator, NDN Columnist• Jim Coletta, Former Collier County Commissioner• Mario Diaz-Balart, US Representative Florida 25th District• Manny Garcia, East Region Executive Director, USA Today• Alan Horton, Former Editor, NDN• Ken Lawson, President & CEO, VISIT FLORIDA• Dr Robert E Lee, Assistant Professor Dept of Public Affairs, FGCU• Hon. Michael T McHugh, Chief Judge of the 20th Circuit• Bill Moss, City of Naples Manager• Lee Ochs, Collier County Manager• Sandy Parker, Government Committee Chair, Collier County League of Women Voters• Linda Penniman, Vice Mayor, City of Naples• Kevin Rambosk, Sherriff, Collier County• Garrett Richter, Retired Florida State Senator• Mike Sheffield, Collier County Committees/Commissions• Penny Taylor, Chairman Collier Board of County Commissioners• David Trecker, VP, Collier Citizens Council• Tom Weschler, Police Chief, City of Naples• J. Dudley Goodlette, Chair, Greater Naples Chamber of Commerce; Chairman of the Board of

Trustees, FGCU• Al Schettino, Police Chief, Marco Island• Ray Rodrigues, Majority Leader, Florida House of Representatives• Thomas McCann, Chair, Naples Botanical Gardens

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IMMOKALEE DAY

• Bernardo Barnhart, VP First 1 Bank, Past President Immokalee Chamber of Commerce• Ken Fairbanks, Principal of Immokalee High School• Joe Lee Gallegos, Activities Coordinator, Immokalee High School• Sandra Kauanui, Professor of Management and Director of the Institute for Entrepreneurship at

FGCU• Sister Maureen Kelleher, Attorney Legal Aid Service of Collier County• John Lawson, Executive Director, 1 in 1 Leadership Foundation of SWFL• Lisa Lefkow, Executive VP, Habitat for Humanity of Collier County• Dawn Montecalvo, Persident Guadalupe Center of Immokalee• Lisa Morse, Senior Leader of Community Engagement and District Initiatives, Collier County

Public Schools• Dorin Oxender, Administrator of iTech• Joe Paterno, Executive Director, SWFL Workforce Development Center• Steve Popper, Executive Director, Meals of Hope• Chef Sullivan, Head of Catering iTech• Cherryle Thomas, Immokalee Resident• Jaime Weisinger, Director Communications & Government Relations, Lipman Produce• Mike Facundo, Facilities GM for Redlands Christian Migrants Association• John Stoltzfus, Grant Program Manager SWFL Regional Planning Council• Sandra Kauanui, Ph.D., Director of the Institute of Entrepreneurship, the George Washington

University• Dr. Calvin Arnold, Director, University of Florida, Institute of Food and Agricultural Sciences• Ron Mahan, CFO, Tamiami Citrus, LLC

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IV-CSession Day Subject Matter Experts

Naples Past, Present and Future Ruth Seydel

Economic Growth and Development John Kenny

Cultural Arts Patti Savalgio

Human Services Sue Sherwin

Education Chuck Carlsen

Healthcare Ron Ferguson

Environment Tom Lansen

Government Kay Slocum

Immokalee John Lawson

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IV-DSession Day Budget -- Overview

Plan to stay on budget. Please consider the following:

• The budget allocated for your Session Day is the maximum to be expended without prior CLTapproval.

• Generally, the largest session cost is food. The first choice for food service is the vendor withwhich GNL has a contract (Panera for 'morning start' and boxed lunch service). At timeshowever, your venue(s) may provide food service (gratis) or require that certain vendors beused. Whenever possible, get some of the food cost donated. There is precedent for this forsome days. Please consult your Session Day binder for details. For additional detail, please referto the "Food and Beverage Guidelines" in Section IV of this Handbook.

• Another large expense is bus transportation. GNL negotiates a master contract for bus use onaffected Session Days. Please refer to "Bus Transportation” in Section VI of this Handbook.

• Another large expense is A/V support. Please refer to “A/V Considerations” in Section IV ofthis Handbook.

• Certain expenses, such as caterers and venue hosts, may require deposits or payment inadvance. Please refer to “Check Policy and Procedures” in Section VI of this Handbook.

• GNL prefers to pay all suppliers directly. This takes advantage of its tax-exempt status andprovides a clean audit trail.

• If you pay an expense personally and want to be reimbursed, please obtain properdocumentation (receipts for store purchases or an invoice on business letterhead) and proof ofyour payment of the expense (a copy of your personal check or personal credit card payment).Please submit a check request form along with your documentation. Please refer to “CheckPolicy and Procedures” in Section VI of this Handbook for details on the expensereimbursement policy and the appropriate form to submit.

• Only the CLT and GNL Board members are permitted to sign contracts on behalf of GNL.Please contact your CLT lead if a contract requires a GNL signature.

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IV-DWorksheet: Building Your Session Day Budget

Initially assume 55 people: Class members – Absences + Makeups + 5 CLT + 4 Team + 0-2 Guests. Bus holds 55 people.Food: Overwhelming requests for healthy food choices; no junk food or junk drinks. Morning: coffee, water, light healthy snacks. NO full breakfast spread. All from Panera.

Uniform p/p pricing: provide # of attendees to Panera.

• "Morning Start" from Panera• procedure and menu established -- See

Food and Beverage Guidelines in thisHandbook

• Water (still and sparkling) andindividually packaged healthy snacks inbulk at CostcoAfternoon break:

Water and healthy snack. Peelable fruit.

Your Estimate:

Lunch: Box-lunch from Panera per contract with GNL. Unless venue provides lunch or requires different vendor.

$10-15/pp box; $25-28 seated. Your Estimate:

The CLT may approve 1 or 2 lunches at restaurant if:

• Integral to day’s agenda; reasonablecost & location.

• Cultural Arts & Healthcare Days: lunchis usually provided no charge.

• Immokalee/Education use schoolcatering.

Bus – CLT negotiates master bus contract for all days. Full-day charge $800 CLT approval required in advance. Venues & ActivitiesVenue Charges Your Estimate: CLT approval required in advance.

Activities with costs Your Estimate: e.g., tour of Palm Cottage; Costs at Artis-Naples; speaker expenses (all very rare - secureCLT approval in advance)

OtherPrinting Your estimate: Usually menu selection handout. All other

materials sent via email, with rare exception. Tax-exempt Status Certificate Use when possible. See VI-C.Audio-Visual Assistance Your estimate: Follow A/V guidelines on A/V worksheet.

Well functioning A/V a priority. Certificate of Liability Insurance Some venues may request. See Section VI-D

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IV-E Worksheet: Estimating Audio-Visual Costs and Working with Vendor

It is essential that the Audio-Visual component of the Session Day be coordinated and run smoothly. Please work with the CLT to assure this outcome. Venue A-V Capabilities: Check with your venues to learn their A-V capabilities and technician support. Many venues have excellent equipment. Projection equipment Check for PowerPoint capability at the venue. If none, use GNL

consultant and equipment.Microphones for speakers are required. Class members often have hearing issues.

Check for microphones capability. If none, use GNL consultant and equipment.

Portable microphones for audience questions

Portable wireless speakers should be available for audience questions. GNL has portable, wireless speakers.

Arrangements and CostsVenues that have adequate equipment and technician support

Verify charge. e.g., Artis Naples has its own equipment andtechnicians. Contact each venue to assureadequacy of equipment.

Venues that have adequate equipment but no technical support.

YOUR EST: GNL has an arrangement with an A-V technician for Session Day support. Contact and cost information below.

Venues that have neither equipment nor technical support.

YOUR EST: GNL has an arrangement with an A-V technician for Session Day support. Contact and cost information below.

A-V technicianGNL A-V technician Kevin VanDuser

Cell: (239) 287-2179 Email: Kevin@argotrak.com

Technician costs Kevin charges GNL on an hourly basis. Hours can include actual session hours, plus location scouting, set-up and breakdown on session days, travel and other time for presentation loading. Session day technician costs can run from $600 to $1200

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IV-FFood and Beverage Guidelines

Healthy choice is the operative word to accommodate dietary needs and considerations. The Masters Classes have been very vocal about too much junk food and not enough healthy options. The Classes drink a lot of water!

Food for the day should include:

START OF DAY: The CLT/GNL has signed a contract with Panera Bread to simplify and standardize the morning beverage/food service for Session Days. Except if provided (gratis) or required by the venue/host, no other vendor is to be used for "Morning Start". If breakfast is being provided by the venue/host, and if possible, please replicate the Panera choices. NO full breakfast offerings.

MID-MORNING BREAK: Bottled water. Kirland (Costco) trail mix (nuts, dried fruit and chocolate in individually wrapped packets). Unpeeled fruit (tangerines). No sodas, fruit juices, flavored waters. No junk food.

LUNCH: The CLT/GNL has signed a contract with Panera Bread to simplify and standardize the lunch service (box lunches) for Session Days. Except if provided (gratis) or required by the venue/host or if a restaurant event has been approved as part of your Session Day, no other vendor is to be used for lunch service. If lunch is being provided by the venue/host, and if possible, please try to replicate the Panera choices. A salad option is a must and vegetarian option is very important.

When possible, class menu selection should be made in writing in advance.

MID-AFTERNOON BREAK: Bottled water. Kirland (Costco) trail mix (nuts, dried fruit and chocolate in individually wrapped packets). Unpeeled fruit (tangerines). No sodas, fruit juices, flavored waters. No junk food....but cookies are always a hit!

Please refer to the Session Day Budget Worksheet (Section IV) for additional information.

Please consult your Session Day Binder for specific information.

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IV-F

Panera Food Service Contract Procedures

GNL has signed a contract with Panera Bread to simplify and standardize the morning and lunch beverage/food service for all Session Days. The contract is managed by the CLT. For the "Morning Start", menu choices have already been made (coffee, tea, and bite-size muffins/scones); payment is complete. Boxed lunch service requires menu selections by the Class. Panera Bread and GNL have agreed on the following process for each Session Day team.

• The GNL Panera Bread contact is Brittany Burnell. Please do not contact any other person or call a Panera location to make your own arrangements.

• Teams are asked to assign one person as the Panera Bread contact.

• Each team places the order for its Session Day two weeks in advance.

• Be sure numbers reflect confirmed attendance to avoid waste.

• The "Morning Start" and box lunch request forms in this section are self-explanatory. Please use these forms. Please review and complete all parts.

• For boxed lunches, arrange for the Class to make menu selections well in advance of your Session Day. An ideal time to do this is on Retreat Day.

• For boxed lunches, send a list of Class member names and menu selection to Panera. Panera will put the Class member's name on the box for easy distribution by the Team.

• Email the order form two weeks, or more, in advance of your Session Day to Brittany Burnell, the GNL Panera contact designated on the form. Please copy Peggy Monson (CLT) on the email. (peggymonson@hotmail.com) and Jane McGinn (jmcginn@kaufmanrossin.com), who will keep track of payment.

• Confirm with Panera Bread contact Brittany Burnell that the order has been received.

• Confirm 48 hours in advance of the Session Day that delivery is assured and all is in order.

• Meet Panera Bread for delivery on the Session Day. Gratuity is included in the final bill to GNL.

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IV-FRequest for Pre-arranged Panera “Morning Start”

Service for Class XXI Session Days

To: Brittany Burnell Brittany.Burnell@PaneraBread.com

Phone: 941.724.3375

Date of Service: Delivery time:

Number of Attendees:

Location of Service:

Session Day Name:

GNL Team Contact Name:

GNL Contact Phone: GNL Contact email:

Special Instructions:

CC: Peggy Monson at peggymonson@hotmail.com

Jane McGinn at jmcginn@kaufmanrossin.com

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IV-FRequest for Pre-arranged Panera “Box Lunch”

Service for Class XXI Session Days

To: Brittany Burnell Brittany.Burnell@PaneraBread.com

Phone: 941.724.3375

Date of Service: Delivery time:

Number of Attendees:

Location of Service:

Session Day Name:

GNL Team Contact Name:

GNL Contact email: GNL Contact Phone:

Special Instructions:*see attached list of names and menu selection.

CC: Peggy Monson at peggymonson@hotmail.com

Jane McGinn at jmcginn@kaufmanrossin.com

34

IV-F

Sample Class Menu Selection

Class XXI Lunch Selection Session Day Planning Day #2 -- March 22

Please check your selection and print your name at the bottom of the page.

� Fuji Chicken Apple Salad*:Fuji Apple with Chicken raised without antibiotics, arugula, romaine, kale and radicchio blend, vine-ripened tomatoes, red onions, toasted pecan pieces, Gorgonzola and apple chips tossed with sweet white balsamic vinaigrette.

� Greek Salad*:Romaine, vine-ripened tomatoes, feta, pickled red onions and kalamata olives with salt and pepper tossed with Greek dressing.

� Mediterranean Veggie Sandwich*:Zesty sweet Peppadew™ piquant peppers, feta, cucumbers, lettuce, vine-ripened tomatoes, red onions and cilantro-jalapeno hummus with salt and pepper on Tomato Basil Bread.

� Turkey Breast Sandwich*:Smoked turkey breast, lettuce, vine-ripened tomatoes, and red onions with salt and pepper on Country Bread.

*Includes chips and a cookie.

PRINTED Name: ___________________________________________________

35

IV-GClass Interaction Opportunities

One of the goals of the Masters Class program is to maximize opportunities for all members of the Masters Class to meet and get to know each other. Please build at least one Class interaction exercise, icebreaker or opportunity into your Session Day. Please assign seating for lunch or class sessions. You can easily mix up seating at lunch by having the Class randomly select table numbers.

Details about previous Class interaction exercises (think of your own Class experience) may be found in the Session Day Binders. A sample of a Class interaction activity follows.

37

IV-GClass Interaction Opportunities - Sample

Goal: Get to know one another better, and learn more about the unique characteristics of Naples and Collier County that make our “home” special.

• Seated at Tables of 6 (6-7 tables of class members)• Materials at each table: an Icebreaker Form at each place setting (see attached)• Total Time: 15 minutes

Exercise & Timeframes:

1 minute: Introduction

Explain that we want them to think about their favorite things about the Greater Naples area. The intro will be something like: “We all love the beaches, the Pier, the golf, etc. but what are your 3 favorite unique, fun, quirky, unexpected and special things about Naples…” Then explain the process of the exercise.

1 minute: Each person writes their favorite/unique things about Naples on their list.

6 minutes: Each person goes around the table (1 min or less each person) and tells their table mates about “their 3”

2 minutes: The table picks their Top 3 as a Table

4 minutes: Each table reports to group their Table’s Top 3 most unique/favorite things about Naples. (30 seconds for each table to report)*

1 minute: In the final minute we can briefly point out the map & “dots” and explain that they are seated with people with whom they share a zip code – with one of the objectives of having them meet their “neighbors” and those with whom they might carpool when the opportunities arise.

Thoughts/ideas… Perhaps they could receive the icebreaker instructions ahead of time to allow them to think about their favorite attributes – maybe handed out with the menus at the session before – or included in their materials packets? It could help “up the quality” of the responses

*We can add a bit of competition by awarding the Table with the most unique list (i.e. attributes notshared with any other table). The prizes could be something small for each winning Table member.(i.e., tickets to The Palm Cottage; packet of Historic Postcards from Naples; or…???)

We could also ask all of the speakers (ahead of time) to share with the group their Top 3.

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Your 3 Favorite, Unique, Idiosyncratic, Quirky, Fun, Pleasurable, Amusing, Unexpected, Beloved “Attributes, Places or Things” about the Great Naples Area: 1. 2. 3.

40

IV-HSession Day Team Binder and Class Evaluations

On each Session Day, Class members submit Session Day Evaluations and 'takeaways'. These Evaluations and 'takeaways' along with other important information are contained in the one Session Day Binder that each team received on Evaluation and Planning Day #1.

The Session Day Binder was assembled by the Session Day team that produced your Session Day last year and provides guidance, details and insight for your consideration.

It is very important that the Session Day Binder be updated and returned to the CLT Lead when your Session Day is over.

This is a separate document; your team received it on Planning Day #1.

Please return the team notebook to your CLT Lead as part of team wrap-up.

41

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V-AGNL Class XXII Schedule

Orientation Lunch ~ March 24, 2017

Opening Retreat ~ October 18, 2017

Naples Past, Present and Future Day ~ October 25, 2017

Growth & Economic Development Day ~ November 1, 2017

Cultural Arts Day ~ November 15, 2017

Class Reception - members only ~ January 9, 2018 (5-7 p.m.)

Human Services Day ~ January 10, 2018

Education Day ~ January 17, 2018

Healthcare Day ~ January 31, 2018

Environment Day ~ February 7, 2018

Class Reception - members & significant others ~ February 21, 2018 (5-7 p.m.)

Government Day ~ February 22, 2018 (Thursday)

Immokalee Day ~ February 28, 2018

Evaluation Session & Planning Day #1 ~ March 7, 2018 (9 a.m. - 4 p.m.)

Planning Day #2 ~ March 21, 2018 (9 a.m. - 4 p.m.)

Graduation ~ March 23, 2018 (5:30 - 9 p.m.)

CLT/Session Team Meetings ~ March 28-29, 2018

February 2017 44

V-BClass XXII Session Day Team Timetable -- Details

1. Planning Day #1 – March 8, 2017 -- Objectives

Review and discuss GNL Session Day Core Curriculum. (Please see "Session Days--Getting Started")

Review and discuss Class XXI Session Day Agenda. Use it as a prototype but discuss: What is a centralizing theme? What to add/delete to reflect contemporary issues? What worked best? What could have been improved? Could anything be deleted? (Please see"Session Days--Getting Started")

Review Class XXI Session Day Binder, especially the written Class XXI evaluations and takeaways and the Session Day team evaluation. (The Session Day Binder is a separate document given to your team on Planning Day #1.)

Begin creating your Session Day agenda. Focus on:

• Topics• Speakers• Venues• Goals & Objectives• Centralizing theme

Please use the GNL Session Day Word template for all Session Day Agenda submissions. You have been given the documents in a format to facilitate the production of your Session Day materials. Please focus on content. Final formatting will be done by the GNL office staff.

Assume/assign team member responsibilities.

Select a time for Session Day in-person team (all members) meeting with CLT – on March 29 or 30. Each session will last up to 60 minutes with prompt start/end. Meeting location is 850 Park Shore Drive, Suite 200, Naples 34103. All team members are required to attend. Please see # 3 and #4 in this section (V) for meeting preparation.

Schedule at least one team meeting/conference call to occur before the March 29/30 in-person meeting with CLT.

Schedule a series of team planning meetings leading up to your Session Day.

Review "Timetable: Meetings, Deadlines and Deliverables" to align team meetings.

45

Exchange summer addresses, phone numbers, email addresses and summer travel plans.

Hand in written form to CLT lead that includes:

March 29/30 meeting day and time Date of team meeting/conference call before your team's March 29/30 meeting. Schedule of team meetings leading up to your Session Day. Any other matters, questions, clarification.

2. Planning Day #2 – March 22, 2017

Please read the Planning Handbook before Planning Day #2.

On Planning Day #2, each team will present an informal five minute summary of its Session Day, focusing on:

• Topics • Speakers • Venues • Goals & Objectives • Centralizing theme

The team will have about 45 minutes on March 16 to finalize this informal presentation before reporting to the Class.

In preparation for the March 22 meeting, please:

Have a team meeting(s) or conference call(s) to finalize your presentation.

Review the Planning Handbook and "Timetable: Meetings, Deadlines and Deliverables".

Continue to review the Class XXI Session Day evaluations.

Please use the GNL Session Day Word template for all Session Day Agenda submissions. You have been emailed the documents in a format to facilitate the production of your Session Day materials. Please focus on content. Final formatting will be done by the GNL office staff.

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3. March 27, 2017

No later than March 27 (in Session Day WORD format), please email your team's draft Agenda (developed for March 29/30 team meeting) to the CLT Lead. The CLT Lead will distribute your materials to the CLT for review in advance of the March 29/30 team meeting.

This Session Day preliminary Agenda for presentation at the March 29/30 meeting should include:

• Topics• Speakers• Venues• A/V needs• Bus needs• Budget• Food and Beverage Arrangements• Goals & Objectives• Centralizing theme

4. March 29 or March 30--Team In-Person Meeting with CLT

All team members must attend the scheduled meeting. On PD #1, your team selected a meeting date. This meeting is held at the GNL office at 850 Park Shore Drive, Suite 200, Naples. These meetings last about an hour. During the meeting, the team presents its Agenda to review with the CLT.

Please bring a list of previous speakers who are not being invited back for the Session Day program. See Section IV-B.

Expect to identify next planning steps. This meeting is also the time to ask any questions and request clarification and assistance.

The CLT will provide feedback at the meeting. After the CLT reviews all Session Days, your CLT Lead will send written feedback to the team. (Please see CLT Feedback Form in Section II-C of the Planning Handbook.)

5. Post 3/29-30 Meeting Checklist

Immediately following the March 29/30 written feedback from CLT:

Reserve locations. This is very important. During season, Naples venues book to capacity very early, sometimes a year in advance.

Finalize Agenda topics.

Invite and confirm preferred speakers. Speaking with them in person is very important. Please be very specific with them as to what you want them to talk about (and what you may want them NOT to talk about) and the time you have allotted for their presentations. Send written confirmations. Then stay in touch with them over the

47

summer and fall from time to time. Please refer to Speaker Guidelines in the Planning Handbook (IV-A). The process will also prevent duplication of topics.

It is very important to identify your speakers as soon as possible. After the March 29/30 meetings, the CLT will convey to the GNL Board the proposed speakers for the Masters Program, in order to avoid duplication between the Masters Program and other GNL events. The CLT will also work to avoid duplicating speakers across Session Days.

Discuss possible back-up speakers.

If using a bus, please consult Bus Transportation in Section VI-B of this Handbook and follow procedures in dealing with the transportation company. Remember to include 12 minute load and 12 minute unload times in your schedule.

You may need several team meetings for this. Try to get most of your day organized before your team scatters for the summer.

6. April 28: Revised Agenda and Materials to CLT Lead

By April 28, submit a revised agenda (GNL Session Day Word format) to your CLT Lead via email. It should be a very detailed version of your earlier submissions, including:

Topics -- confirmed Speakers -- confirmed Venues -- confirmed A/V needs Budget Food and Beverage Arrangements Goals & Objectives NEW ITEM: Team Timeline – draft of the minute-by-minute Session Day and roles of each

team member. See Section V-C. NEW ITEM: Please check and update Speaker bios and Volunteer Opportunity websites. In

many cases, these items have changed from the previous year’s agenda.

The CLT Lead will circulate your submission to all CLT members, gather comments and provide you with consolidated feedback.

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7. Semi-Final Agenda and Materials to CLT Lead.

Please consult the Session Day Planning Timetable for your team's specific deadline.

Email (in GNL Session Day Word format) your semi-final draft for your Session Day to your CLT Lead:

Topics Speakers Venues A/V needs Food and Beverage Arrangements Budget Goals & Objectives Team Timeline Speaker Bios and Volunteer Websites

Arrange food and beverage service.

Verify adequacy of facilities (space, comfort, acoustics, rest room facilities, etc.).

Please consult the A/V Worksheet in Section IV of this Handbook. Arrange for visual aids and equipment with venue and GNL’s A/V consultant. Be sure to ask your speakers if they will be using PowerPoint and request that emailed copies of their presentations be sent to you the week before your Final Review Session with the CLT. Let your CLT Lead know if you need technical assistance assembling all of the day’s PowerPoint Presentations into one seamless program in advance so as to minimize disruptions of inserting individual speakers’ flash drives to bring up presentations.

Confirm speakers and request bios. Compile bios into one MS Word document; please limit each bio to ¼ to ½ page. If you are going to have photos for one speaker, you must have them for all speakers. Do not use Class XXI bios. These bios are usually outdated. Ask speakers for new bios.

Develop and review volunteer opportunities. You can use the Class XXI list but it must be reviewed and updated to assure correct websites and names.

Decide on back-up speakers and compile their contact info.

If any “handout” information is available electronically, please include it in the Session Day materials you send to your CLT Lead. You may discover relevant news articles to scan and include in the electronic session day packets. You may also identify links to specific articles or resources that may be of interest to the class prior to your Session Day. Please keep this to a minimum.

If you need to duplicate articles or other information, have the copies made and submit a check request form for payment or reimbursement. Use the GNL tax-exempt number. (Please see Section VI-C) The FedEx Office in Neapolitan Plaza has the GNL tax number in their system.

49

8. Updates to CLT Lead

As necessary throughout the year.

9. Final Agenda and Materials to CLT Lead

Please consult Session Day Planning Timetable for your team's specific deadline.

E-mail the following to the CLT Lead by the deadline date for your session:

Finalize contents for your Session Day Agenda, using the GNL Session Day Word format. Include:

Final Session Day Agenda Speaker Bios Volunteer Opportunities Driving and parking directions for the class.

Minute by minute Team Timeline for the day. Please see Section V-C for prototype timeline

Tent cards will be produced automatically for everyone on the Agenda. Tell the CLT Lead if you need tent cards for speakers/moderators not listed on the Agenda.

Links to items/articles to be added to Session Day materials.

Final transportation needs.

On days when class members travel by car to different venues, the Session Day packet (delivered via email) needs to include written directions and/or maps of locations to be visited. Parking information needs to be included. If necessary, recommend carpooling.

If you need checks for lunches or room rentals, etc., submit invoices and completed check request form to the Program Chair for processing in a timely manner. (Please refer to Section VI-A: Check Request Policy and Procedures.)

Re-confirm facilities, a/v requirements, food and beverage.

Re-confirm speakers and availability of back-up speakers.

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10. All Team In-Person Session Day Walk-through with CLT - Final Review Session

Every member of the session day team is expected to attend.

Please consult Session Day Planning Timetable for your team's specific deadline.

The final Session Day Review meeting with the CLT will address:

The Session Day Agenda – everything confirmed.

Minute-by-minute time line of all team activities and responsibilities immediately leading up to and during the Session Day.

Bus route (if applicable) which delineates all stops and which someone on the Session Team has driven to discern actual driving time through traffic, allowing 12 minutes at each stop for unloading and 12 minutes at each stop for loading the bus.

11. Final Agenda to CLT Lead

Please consult Session Day Planning Timetable for your team's specific deadline.

Your CLT Lead will coordinate with you to make any changes to Session Day materials after the final review meeting. It is very important that the team submit accurate and proofed materials and that the team read through the materials carefully, making sure nothing is missing, names and titles are correct and late changes are properly incorporated, etc. - it is more than reading for typos. No one other than your team is going to proofread or check accuracy of materials. Consequently, the content of materials distributed to Class XXII will reflect the condition in which you submit them, except for formatting.

The CLT Lead will submit the final materials to the GNL Office; the materials will be prepared for posting on the GNL website.

The GNL Office will distribute the materials to Class XXII via an email notice with a link to the Session Day Materials.

The CLT Lead will have previously communicated to the GNL Office the names of the Session Day Team members, any guests and make-up participants. The GNL Office will send the materials to them as well.

As soon as you see the link announcing your Session Day, please immediately check it carefully.

12. CLT Lead submits Agenda to GNL Office for formatting and transmittal toClass.

13. GNL Posts to site & Emails to Class XXII

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14. Pre-Session Day Confirmation and Checklist

Telephone every speaker to re-confirm date, time, location, parking for speaker and detailed topic to be covered.

If the speaker is using PowerPoint, be sure the speaker has emailed you a copy of the presentation. All of the day’s PowerPoint presentations need to be assembled into one seamless unit. This was to have been confirmed at the final review meeting and coordinated with either the GNL A/V consultant or with the Session Day venue A/V designate.

Contact vendor/caterer/restaurant to re-confirm number of class members/guests for the day, menu, location, etc. Your CLT Lead will have provided the team a final count of class members, makeup students and Board visitors. The team is responsible for adding speakers who have confirmed attendance at meals and your team. Please be accurate about food orders to avoid waste.

Develop a list of thought-provoking issue-related questions to ask speakers. (Back-up in case class does not ask questions.) Be sure bottled water is available for each speaker.

Secure GNL signage and tent cards from GNL office.

Confirm Bus Arrangement (if applicable)

15. Session Day

Your big day is here! You will find that your minute-by-minute Timeline is your bible for the day.

On the session day, please greet class members and invited guests at the door of each venue. Provide seating instructions if necessary.

Arrange for six (6) extra chairs at the back of the room to accommodate unexpected visitors to the session.

It is very important to leave the venue as you found it. The Session Day team is responsible for removing unused food, handouts and anything else belonging to GNL from each venue and from the bus. Be sure to arrange for trash bins, recycling bins (if possible) and trash bags at the venue and on the buses.

Retrieve all GNL signage and place cards for return to the GNL office.

If there is left over food and beverages, make arrangements to take it to St. Matthew’s Kitchen or a similar food kitchen.

The CLT lead will collect the Class evaluation forms and prepare the summary and average scores for the 3 items on the first page.

Have a great time!!

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16. Team Wrap Up Checklist

Please consult Session Day Planning Timetable for your team's specific deadline.

It’s almost over!

Please return signs and tent cards to the GNL office by the following day.

Speakers and hosts need to receive written thank you notes. GNL thank you note stationary is in the GNL office. (Please see Section V-E)

Please complete the Team Evaluation on the GNL website. Much of it can be completed prior to your Session Day. After the Session Day, though, you’ll want to add your thoughtful observations to help the next year’s teams plan their day – what worked well and what didn’t. (Please see Section V-D)

[On the GNL site, click on the Member tab, scroll way down to “Org. Documents” and then select the “Session Day Team Evaluation Form”. You may have to scroll down your entire screen to find it!]

A 200-300 word newsletter article about your day is necessary for the GNL website. As with the team evaluation, you can prepare an initial draft in advance, with updates if necessary. The newsletter article template is included as part of the Team Evaluation form.

Please update and return your Session Day Binder to your CLT lead.

If applicable, secure returns of deposits and verify with your CLT lead.

Thank you for your commitment to GNL and for producing a wonderful Session Day.

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V-CSession Day Timeline/Team Assignments Template

ENVIRONMENT DAY FEBRUARY 3, 2016

TIME AND TASK LINE

February 2, 2016

10:00 am Arlette to DAX to pick up snacks and coolers. Then to Costco for water. Tom to DAX to pick up signs.

February 3, 2016

7:00 am Florence picks up Sarah at Rookery Bay and drives her to Conservancy for bus trip. Tom and Peter arrive at Conservancy parking area. Place signs at entrance areas.

7:00 - Coffee and pastries from Panera Bread are delivered and set up at 7:15 am Rookery Bay auditorium. Arlette to handle.

7:15 am Bus arrives at Conservancy parking area

7:30 am Board Bus

7:45 am Bus departs for Rookery Bay

7:45 - Arlette confirms AV is operational, venue is set to plan, serving area 8:00 am for snacks and coffee is set and tent cards and materials are in place.

7:50 am Welcome on bus by Jean Foster

7:55 am Overview of day on bus and three group selection - Tom Lear

8:00 am Overview of morning on bus - Sarah Falkowski

8:10 am Bus arrives at Rookery Bay. Coffee, water and pastries available.

8:30 am History of Rookery Bay Estuary - Keith Laakkonenis 20 minutes

8:50 am Q & A facilitated by Peter Ladell 10 minutes

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9:00 am Sustaining the Waters of SW Florida - Nicholas Penniman 20 minutes

9:20 am Q & A facilitated by Peter Ladell 10 minutes

9:30 am SW Florida Birding and the Environment - Brian Beckner 20 minutes

9:50 am Q & A facilitated by Peter Ladell 10 minutes

10:00 am Comfort Break (snacks and beverages) 20 minutes Board bus

10:20 am Bus departs for Tiger Tail Beach

10:25 am Florence Corsello reviews Volunteer opportunities 10 minutes

10:40 am Bus arrives at Tiger Tail Beach

10:55 am Three groups (1,2,3) previously determined 20 minutes rotate through 3 activities each Seining, Birding and Beach Combing

11:55 am Comfort Break 25 minutes Board Bus

12:15 pm Bus departs for Conservancy 50 minutes

12:30 pm Box Lunch from Matthews and Gardner, Inc. arrives at Conservancy

12:30 - Arlette arranges lunch setup, confirms AV is operational, venue is set to 1:00 pm plan and tent cards and materials are in place.

1:05 pm Bus arrives at Conservancy 45 minutes Break and Box Lunch

1:50 pm Welcome, overview and seven minute video - Rob Moher 15 minutes

2:05 pm Three groups (1,2,3) previously determined rotate with 15 minutes guided tours of: eachDalton Discovery Center, vonArx Wildlife Hospital Exhibit, Filter Marsh

2:50 pm Comfort Break (snacks and beverages) 15 minutes

3:05 pm Challenges and Solutions: Preserving Naples Bay - 20 minutes Mike Bauer

3:25 pm Q & A facilitated by Peter Ladell 10 minutes

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3:35 pm Water, Water Everywhere and Not a Drop to Drink? 20 minutes Jennifer Hecker

3:55 pm Q & A facilitated by Florence Corsello 10 minutes

4:05 pm Climate Change: What Our Wetlands Can Do For US 20 minutes Bill Mitch

4:25 pm Q & A facilitated by Florence Corsello 10 minutes

4:35 pm Solid Waste Management and Recycling in Collier County 20 minutes Daniel Rodriquez

4:55 pm Q & A facilitated by Peter Ladell 10 minutes

5:05 pm Class XX Take - Aways and CLT Announcements 10 minutes Julie Domenick

5:15 pm Conclusion 5 minutes

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N a m e :P h o n e : E m a i l :

N a m e : P h o n e : E m a i l :

N a m e : P h o n e : E m a i l :

S e s s i o n T i t l e : * S e s s i o n D a t e : *

N a m e : P h o n e :E m a i l :

N a m e : P h o n e : E m a i l :

Session Day Evaluation Form

P l e a s e u s e t h i s f o r m t o s u b m i t y o u r t e a m ’ s e v a l u a t i o n .   Y o u m a y d o w n l o a d a P D F v e r s i o n t o p r e p a r ey o u r a n s w e r s b u t p l e a s e c o m p l e t e t h i s o n l i n e f o r m i n o n e s i t t i n g .   I f y o u h a v e q u e s t i o n s , p l e a s e c a l lt h e G N L o f f i c e , 2 3 9 . 3 0 0 . 7 0 5 5 o r e m a i l g n l o f f i c e @ g n l w e b s i t e . o r g .   U p o n s u b m i s s i o n , y o u w i l l r e c e i v e ac o p y a n d c o p i e s w i l l b e s e n t t o t h e C l a s s L e a d e r s h i p T e a m ( C L T ) .

T e a m C o o r d i n a t o r :

T e a m M e m b e r s :

C o n t a c t s O T H E R T H A N P R E S E N T E R S / S P E A K E R S t h a t h e l p e d y o u d e v e l o p y o u r s e s s i o n d a y . I n c l u d e n a m e ,59

V-DSession Day Team Evaluations and Newsletter Template

T h e T e a m E v a l u a t i o n f o r m c a n b e f o u n d o n t h e G N L W e b s i t e( M e m b e r s > O r g a n i z a t i o n a l D o c s > F o r m s , H o w T o ' s )

N o t e : S c r o l l d o w n t o f i n d O r g a n i z a t i o n a l D o c s u n d e r M e m b e r s t a bh t t p : / / w w w . g n l w e b s i t e . o r g / s e s s i o n - d a y - e v a l u a t i o n - f o r m /

N a m e :P h o n e : E m a i l :

N a m e : P h o n e : E m a i l :

N a m e : P h o n e : E m a i l :

N a m e : P h o n e : E m a i l :

W a s t h e b u d g e t a d e q u a t e ? *y e sn o

p h o n e n u m b e r a n d e m a i l .

P r o s o f t h e d a y : *

C o n s o f t h e d a y : *

B a l a n c i n g t h e i n f o r m a t i o n y o u w a n t t o c o n v e y a n d p a r t i c i p a n t s ’ a b i l i t y t oa b s o r b i t , w h a t i s t h e i d e a l l e n g t h o f t h i s S e s s i o n D a y ? *

P l e a s e u p l o a d o r t y p e / c o p y a b r i e f 2 0 0 - 2 5 0 w o r d a r t i c l e f o r t h e G N L w e b s i t e / n e w s l e t t e r i n t h e f i e l d sb e l o w . I f u p l o a d i n g a f i l e , i t m u s t b e a W o r d , M a c P a g e s o r . t x t f i l e . I f y o u n e e d a n e x a m p l e , p l e a s es e e p a g e 9 1 o f t h e P l a n n i n g H a n d b o o k a n d / o r t h e G N L w e b s i t e .

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N a m e : O r g a n i z a t i o n / B u s i n e s s

P h o n e : E m a i l :

N a m e : O r g a n i z a t i o n / B u s i n e s s

P h o n e : E m a i l :

N a m e : O r g a n i z a t i o n / B u s i n e s s

P h o n e : E m a i l :

N a m e : O r g a n i z a t i o n / B u s i n e s s

P h o n e : E m a i l :

N a m e : O r g a n i z a t i o n / B u s i n e s s

P h o n e : E m a i l :

U p l o a d a f i l eN o f i l e c h o s e nChoose File

O R c o p y t h e a r t i c l e d i r e c t l y i n t o t h e t e x t b o x .

N a m e s a n d c o n t a c t i n f o r m a t i o n f o r a l l p r e s e n t e r s :

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N a m e : O r g a n i z a t i o n / B u s i n e s s

P h o n e : E m a i l :

N a m e : O r g a n i z a t i o n / B u s i n e s s

P h o n e : E m a i l :

N a m e : O r g a n i z a t i o n / B u s i n e s s

P h o n e : E m a i l :

N a m e : O r g a n i z a t i o n / B u s i n e s s

P h o n e : E m a i l :

N a m e : O r g a n i z a t i o n / B u s i n e s s

P h o n e : E m a i l :

N a m e : O r g a n i z a t i o n / B u s i n e s s

P h o n e : E m a i l :

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N a m e : O r g a n i z a t i o n / B u s i n e s s

P h o n e : E m a i l :

P l e a s e p r o v i d e a n y a d d i t i o n a l i n f o r m a t i o n n e e d e d w h e r e t h e r e w a s n o ta d e q u a t e s p a c e p r o v i d e d :

S u bm i t

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V-EGNL Thank You Notes

These ‘thank you’ notes can be found in the GNL office supply center.

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VI-ACheck Request Policy and Procedures

For the Masters Class XXII class year, the following invoicing/reimbursement policies, referred to as the Check Request Policy and Procedures, will apply. These policies govern when they conflict with certain portions of the general GNL Expense Reimbursement Policy.

• Invoices from vendors may be paid by check directly to the vendor.

• Out-of-pocket expenses may be re-paid by check to the team member who incurred theexpense; receipts are needed as documentation.

• Requests for checks should be submitted on a special Masters Class Check Request Form (seecopy in this handbook appendix) –it is also available on the GNL website (Member > scroll waydown to Organizational Documents > Forms > Check Request Form). The form must beaccompanied by the relevant legible invoice or receipts (original, electronic, faxed or scanned.This policy applies to invoices directly from vendors, as well as receipts for out-of-pocketexpense reimbursements to team members.

• Whenever possible, use the GNL tax-exempt certificate (see copy in this handbook). PDFs ofthe GNL tax-exempt certificate are also available on the GNL website under OrganizationalDocuments > Forms.

• Certain expenses, such as caterers and venue hosts, may require deposits or checks on orbefore the session day, and should be arranged in advance with the Program Chair, using theMasters Class Check Request Form (see copy in this handbook).

• Check Request Forms with documentation should be submitted to the Program Chair or, inthat chair’s absence, to the Class Chair. Either individual can approve the check request andforward it to Jane McGinn at the GNL Office. Email transmission is acceptable. Jane willcoordinate with the GNL Treasurer, record the expense, cut the check and obtain theTreasurer’s signature.

• After the check has been signed, it will be processed in accordance with the instructionsentered by the requesting session day team member on the Check Request Form (e.g., mail itor hold for pick-up, etc.)

• Coordinate with the Program Chair if a contract or an insurance certificate is required (e.g.,when using bus transportation for a session day).

• Any questions from Session Day Team members should be addressed to the CLT Lead andultimately to the Program Chair.

These policies are based on decisions made at the GNL Finance Committee meeting of February 24, 2012.

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CHECK REQUEST TEMPLATE

Available on GNL Website Member Home > Organizational Documents > Forms > Check Request Form

Complete and give to Program Chair with all needed documentation.  

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VI-A

VI-BBus Transportation Procedure

In an effort to standardize the quality of service, to contain costs and to stay within GNL’s overall budget, GNL has secured a contract with MBI Tours for all Master Class bus service.

Attached is MBI’s ‘terms and conditions’ which govern GNL’s and, thus, the Session Day Teams’ responsibilities under the contract. Most important is the MBI contract provision that a detailed itinerary must be received in the MBI office 15 days prior to your Session day.

If a bus has been approved for use on your Session Day, please prepare your Session Day’s detailed transportation itinerary and send it to your CLT lead two weeks in advance of the MBI deadline.

Each team is responsible for managing the logistics associated with the bus transportation. The MBI contact is Cheryl Solow at cheryl@mbitours.com.

As part of this process, the CLT also:

• Notified the City of Naples that buses will be in the City.• Made the check request for 1) the transportation costs and 2) the refundable

security deposit required by the contract.• Secured MBI’s certificate of insurance.

Please note that the funds previously designated/budgeted for transportation are not available for any other purposes.

Please be sure to read the ‘terms and conditions’ so that all terms of the contract are met.

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70

GNL Environment Day Bus Route February 3, 2016

Bus Arrives at the Conservancy of Southwest Florida 7:15 am

1495 Smith Preserve Way, Naples, FL 3410

Trip 1 (7:45 am) 20 minutes

Start out going southeast on Smith Preserve Way toward Merrihue Drive 0.1 miles Turn right onto Merrihue Drive 0.9 miles Turn right onto 14th Avenue North 0.2 miles Take the 1st left onto N Goodlette Frank Road/County Hwy-851 1.6 miles Turn left onto 5th Ave S/US-41 S/FL-45. Continue to follow US-41 S 7.9 miles Turn right onto Collier Blvd/FL-951/County Hwy-951 0.7 miles Turn right onto Tower Road 0.1 miles

Note: Turn bus around to exit the same way the bus entered the parking lot.

10:00 AM: Begin Boarding Bus

Trip 2 (10:20 am) 20 Minutes

Start out going northeast on Tower Rd toward Collier Blvd / FL-951 / County Hwy-951 0.1 miles

Take the 1st right onto Collier Blvd / FL-951 / County Hwy-951 7.9 miles Turn right onto Tigertail Ct 0.4 miles Take the 2nd left onto Hernando Drive. 490 Hernando Drive is on the left. 0.6 miles

11:55 AM: Begin Boarding Bus

Trip 3 (12:15 pm) 50 Minutes

Start out going northeast on Hernando Dr toward Spinnaker Drive 0.6 miles Turn right onto Tigertail Ct 0.4 miles Turn left onto N Collier Blvd / FL-951 / County Hwy-951 8.7 miles Turn left onto Tamiami Trl E / US-41 N. Continue to follow US-41 N 7.9 miles Turn right onto S Goodlette Frank Rd / County Hwy-851 1.6 miles Turn right onto 14th Ave N 0.1 miles Take the 1st left onto Merrihue Dr 0.1 miles Take the 1st left onto Smith Preserve Way. 1495 Smith Preserve is on the right. 0.1 miles

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VI-B

73

VI-CGNL Tax Exempt Certificate

February2017

VI-DGNL Certificate of Liability Insurance

Some venues/vendors may ask for a GNL Certificate of Liability Insurance and ask to be named on the Certificate.

This Certificate of Liability Insurance can be obtained by emailing your request and details about the insured to Jane McGinn in the GNL Financial Office. Her email is greaternaplesleadership@kaufmanrossin.com.

If you have any questions, you may contact Ms. McGinn directly.

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76

VI-E

GNL Contact Information

Website and Email Issues

Contact:Jeanne Bolds or Jess Lawson E-Mail: GNLoffice@GNLwebsite.org

Website: www.GNLwebsite.org

Kaufmann Rossin (Financial) and GNL Office

Greater Naples Leadership, Inc. 850 Park Shore Drive, 2nd Floor Naples FL 34201

Contact:Jane McGinn

Phone: 239.300.7055 Fax: 239.325.9088

E-Mail: greaternaplesleadership@kaufmanrossin.com

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