WALL Leadership ConferenceLeadership ToolsOctober 5, 2012

Introduction

• Difficulty recruiting officer positions• Lack of records/data• Inconsistency in process and records• Variation in member computer skills• Maturing organization

Knowledge Needs

• How to run a meeting• Who does what?• How do we document finances, policies

and procedures• What data do we need to make decisions

Robert’s Rules of Order

• Brief review of rules most commonly used

• Two page summary• $7.50 at Amazon.com• Concise, economical

resource

Treasurer’s Handbook

• One page summary info and contacts• Examples of reports, forms, data• List of Office CEE /LIR responsibilities• Outcome: Smooth transition officers

2

Roles LIR and Office CEE

• Working Document• Activity• Role of LIR members• Role of Office CEE support staff• Update when changes• Use as tool for discussion 3

Word Mark Up

• Tracks and displays changes • Decision to accept or reject changes• Can be used with multiple editors• Word recognizes each computer user• Outcome: Efficient and easy way to update

administrative bylaws, policies and procedures and other documents

4

Financial Reports and Forms

• Excel spread sheet format• Pricing Template• Detail of bus tours/fee based activities• Outcome: Data driven decision making

5,6

Demographic Data

• What data will you collect?• What format will be used to collect data?• How will you count/sort the data?• How will you display the data?• How will you use the data?• Who has access to the data?• Outcome: Data driven decision making

What Data Will You Collect

Member information• Name• Address• City• Zip Code• Phone• Email address• Age• Work prior to retirement• Year member joined • Other info as necessary

Types of Memberships

• Current Membership• Corporate Membership• New Members• Nonrenewal Members• Deceased Members

Data Collection Tools and Display

• Excel spread sheets• Multiple columns• Pivot tables to count information• Pie Charts and graphs for display• Web site- Sharing and getting ideas

• 9,8

How will you use the data?

• Member recruitment - UWO retirement meetings - Share the experience• Financial decisions - Pricing of fee based activities - Profit/loss of fee based activities• University liaison

Who has access to the data?

• Office Staff • Steering Committee• Others need to know basis• Members can stipulate not to share

email address• Generalized info vs. member specific

WALL DATA

• Excel spread sheets limited• Scrolling spread sheets allows one to compare each

data descriptor• Power point slides for comparison• Web sites for additional information

• Based on 2011 data provided by organizations

10,11

WALL Wisconsin Association for Lifelong Learning

• WALL Mission: The purpose of WALL is to provide a communication network among all learning in retirement organizations in Wisconsin

• Membership: All learning in retirement organizations affiliated with or sponsored by post secondary organizations

WALL: Organization Affiliations

• 3 Affiliated with Technical Colleges• 1 Affiliated with a Private College• 1 Affiliated with a Senior Center• 9 Affiliated with State Universities• 14 Organizations located in 15 cities.

WALL: Year of Inception

• Range 1987-2005• Madison was first in 1987• Door County the most recent in 2005

WALL: Organization Names

• 7 Learning in Retirement• 1 Society for Learning Unlimited• 3 Lifelong Learning• 1 LIFE (Learning is ForEver)• 1 PLATO (Participatory Learning and Teaching Organization)

WALL: Organization Membership

• Average 417 members• Range 144-1038 members

WALL: Annual Membership Fees

• Average fee $43• Range of fees $20-$75• 1 at $10, 1 at $20, 1 at $30, 2 at $35, 2 at $40, 2 at $50, 1 at $60, 2 at $75• 4 Prorate fees • 6 Charge course fees range $5-$15 per session

WALL: Winter, Spring and Summer Terms

• All have winter and spring terms• 7 have summer terms or activities

WALL: Annual Class Offerings

• Range 8-186• Average number 82• Local trips 4-20• Bus trips 3-25• International trips – 3 organizations• Class lists are available on websites

WALL: Annual Class Offerings continued:

• Fall kickoff meetings 11• Spring kickoff meetings 5• Annual meeting 11• Summer picnic/social 4• Other social activities 4: Holiday, Ice cream social, Game day, Choir

WALL: Web Sites

• All organizations have a web site• 3 have online registration options • All contain contact people, course catalogs and membership forms• WALL web site at Stevens Point web site

WALL: Organizational Costs

• 4 Use paid presenters • 6 Have classroom user fees • 3 Have dedicated classrooms • 8 Have free parking, other pay • Support staff hours/ dollars vary• One organization pays no dollars

WALL Clerical Support Costs

• Hard to quantify• Staff support paid and unpaid• Full time and part time• Salary cost of administrative assistants

and/or Directors• Need a way to compare• Suggest dollars per member wherever

dollars are charged to the organization

Summary

• Need for computer skills for officers• Need Data driven decision making• Tools useful to make work easier• Many resources available- computer,

books and people

Questions and Answers

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Thank you for attending and sharing ideas

Word Markup How To

• Microsoft 2007 word• Click on review• Click on Tracking• Make changes and comments• Send to next reviewer• Accept or reject changes

Pivot Table How To

• Microsoft 2007 Excel• Check on top left hand corner of excel

worksheet• Check insert pivot table• Select on separate worksheet• Drag column names• Click on pivot table graph• Add a title