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WEBCAST – MARCH 20, 2015
Daniel Griffiths, SHRM-CPScott D. Ferrin, SHRM-SCPField Services Directors
SHRM VOLUNTEER LEADERS’ SUMMIT 2015NOVEMBER 19-21, 2015 | WASHINGTON, DC
How to Groom a Replacement!
2015 SHRM VOLUNTEER LEADERS’ SUMMIT 1
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“No one has enough time, but everyone has all there is.”
- Anonymous
2015 SHRM VOLUNTEER LEADERS’ SUMMIT
Agenda• Recruitment• Training• Great Examples• Accountability• T.A.N.
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2015 SHRM VOLUNTEER LEADERS’ SUMMIT
Recruitment
GOALS – GOALS – GOALS
Volunteer leaders feeling they have personally and professionally benefited as a result of their
volunteer experience
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2015 SHRM VOLUNTEER LEADERS’ SUMMIT
RecruitmentYour Succession Plan
• Establish a selection panel• Identify which roles will be involved in the planning• Establish core competencies for each role
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2015 SHRM VOLUNTEER LEADERS’ SUMMIT
RecruitmentSelection Panel
• Establish a selection panel• Identify members who are Ready – Willing – Competent
– Succession Questionnaire• Interview and Select candidates
– Succession Grid• Evaluate the progress of the successors selected• Evaluate the success of succession planning
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2015 SHRM VOLUNTEER LEADERS’ SUMMIT
RecruitmentDetermine the key leaders for whom
successors will be identified
• President/Director• President/Director-Elect• Secretary• Certification
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• Treasurer• Membership• Programs / Conference
Chairperson
2015 SHRM VOLUNTEER LEADERS’ SUMMIT
RecruitmentWhy Succession Planning?
• Bylaws require Term Limits• New people = New Ideas• Over time some things AGE, but some things ROT• The “Worse Case Scenario”
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2015 SHRM VOLUNTEER LEADERS’ SUMMIT
RecruitmentLeadership Defined
A leader is someone who can create commitment in others through vision, direction and influence;
and where others choose to follow in the accomplishments of important goals.
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2015 SHRM VOLUNTEER LEADERS’ SUMMIT
RecruitmentCompetency:
Appropriate Knowledge, skills, and abilities
A competency is an ability or characteristic exhibited by an individual that has been shown to
cause or predict outstanding performancein a given job
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2015 SHRM VOLUNTEER LEADERS’ SUMMIT
RecruitmentCompetency – One More Definition
Knowledge, skill, behavior, or mindset that is causally related to superior performance in a job or situation.
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2015 SHRM VOLUNTEER LEADERS’ SUMMIT
Knowledge: Information you have in a specific content area
Skill: Ability to perform a certain physical or mental task
Behavior: Things which others can observe and report about you
Mindset: Your attitude, values, motivation
RecruitmentCompetency Modeling
Two Important Principles
• Focus on highly successful people• Pay attention to what they actually do and how
they think that differentiates them from others
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2015 SHRM VOLUNTEER LEADERS’ SUMMIT
RecruitmentVolunteer Leader Competencies• Leadership• Initiative• Judgment• Planning and Organizing
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• Teamwork• Commitment• Political Savvy
2015 SHRM VOLUNTEER LEADERS’ SUMMIT
Recruitment
ACTIVITY TIME
Using the position and competency matrix, rank the competencies 1 to 7 for each position. In the last row, add the name of a candidate in your chapter.
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ACTIVITY TIME
2015 SHRM VOLUNTEER LEADERS’ SUMMIT
4 5 3 1 6 2 7 Sue
3 6 4 2 1 7 5 Dianna
2 5 4 6 1 3 7 Anthony
1C 1B 1 1 1 1A 1 Anyone
2 1 6 3 4 7 5 Michelle
Example15
2015 SHRM VOLUNTEER LEADERS’ SUMMIT
Please!
RecruitmentACTIVITY TIME
Wrap-UpLet’s share…
What are your position/competency rankings?Any “AHA” moments?
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2015 SHRM VOLUNTEER LEADERS’ SUMMIT
TrainingEnsure the Success of Volunteers
Two Important Principles:
1. The volunteer must understand what work has to get done
2. They will be held to a set of expectations
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2015 SHRM VOLUNTEER LEADERS’ SUMMIT
TrainingA board has 3 primary functions
1. Create a clear statement of purpose for the organization
2. Support the achievement of that purpose
3. Be accountable for operating the organization in a legal and ethical manner
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2015 SHRM VOLUNTEER LEADERS’ SUMMIT
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2015 SHRM VOLUNTEER LEADERS’ SUMMIT
TrainingVolunteer Onboarding
Start with a board orientation that clearly outlines the responsibilities of each board
member and the expectations that the chapter has for the board participation.
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2015 SHRM VOLUNTEER LEADERS’ SUMMIT
TrainingVolunteer Onboarding
• Overview of the resources for volunteers, organization’s history, and relationship to SHRM
• Educate the new board on the mission and goals; and show how each person’s role relates to the accomplishment of those goals
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2015 SHRM VOLUNTEER LEADERS’ SUMMIT
TrainingVolunteer Onboarding from SHRM
• Chapter Board and State Council Orientation• Job Descriptions for most Chapter board and State
Council roles• Chapter and State Council Operation Guide
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2015 SHRM VOLUNTEER LEADERS’ SUMMIT
Training
ACTIVITY TIME
Let’s hear from a Chapter and State Council.
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ACTIVITY TIME
2015 SHRM VOLUNTEER LEADERS’ SUMMIT
Great ExamplesLet me introduce
Nathan Deily
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2015 SHRM VOLUNTEER LEADERS’ SUMMIT
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2015 SHRM VOLUNTEER LEADERS’ SUMMIT
Great ExamplesLet’s give Nathan a big
THANKS!
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2015 SHRM VOLUNTEER LEADERS’ SUMMIT
Great ExamplesLet me introduce
Shelly Williams
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2015 SHRM VOLUNTEER LEADERS’ SUMMIT
Welcome Presenter:
Shelly Williams, SHRM-SCP, SPHRCOSHRM Acting District Director West
and Treasurer
http://www.coshrm.org
Agenda• SHRM Structure - National, Regional, Local• State Council Overview• State Council Roles• Colorado SHRM Key Projects, Events, &
Services • Resources for Volunteer Leaders• Q&A
http://www.coshrm.org
Volunteer Leader Structure
http://www.coshrm.org
RegionalCouncils
StateCouncils
LocalChapters
Staff Support
Special Expertise Panels
• Ethics/Corporate Responsibility & Sustainability
• Global
• HR Disciplines
• Labor Relations
• Technology & HR Management
MembershipAdvisory Council
Members
SHRM® Board Governance Committee
SHRM Regional Structure
http://www.coshrm.org
ArizonaArkansasColoradoKansasLouisianaMissouriNew
MexicoOklahomaTexasUtah
SHRM Regional Structure
http://www.coshrm.org
Scott Ferrin, SPHRDirector, Southwest Central [email protected]
Kim GoodwinRegional Administrator, SWC [email protected]
Colorado SHRM Mission
http://www.coshrm.org
To guide and facilitate professional and student Colorado SHRM Chapters and national SHRM members through collaborative initiatives that serve the professional and advance the profession in our state
Guiding Principles
http://www.coshrm.org
o Be collaborative o Participate (show up, volunteer, and be
prepared) o State opinions and respect differences o Follow through (timely) o Respect/advance the profession o Respect the financial stability of the
organization
State Council Membership
http://www.coshrm.org
o Must be SHRM member in good standing
o Term is generally calendar yearo May serve additional terms of 1 to 5
years, depending on positiono Elected by incumbent Council oro Appointed by State Director
2015 COSHRM Executive Committee
http://www.coshrm.org
State Director: Sylvia Francis, SPHR, SHRM SCPDirector Elect: Nora Rossman, SPHR, SHRM SCPTreasurer: Shelly Williams, SPHR, SHRM SCPSecretary: Annette Matthies, SPHRPast State Director: Debbie Little, SPHRManagement Company: Meeting Expectations –
Shawn Peterka/Rob Johnson
State Council Roles
http://www.coshrm.org
SHRM Core Leadership Areas - CLAsGovernment Affairs Workforce ReadinessDiversity & Inclusion CertificationCollege Relations SHRM FoundationMembership
District Directors- North, West, CentralChapter Presidents (& Presidents-Elect, non-voting)Operational DirectorsDirector/Chair for Special ProjectsManagement Company – Meeting Expectations
Reporting Structure
http://www.coshrm.org
Sylvia Francis, SPHRDirector
Conference Chairs
Debbie Little, SPHRPast State Director
District Directors Central, North, West
Best Companies Chair
Shelly Williams, SPHR
Treasurer
College Relations Directors
Foundation Director
Annette Matthies, SPHR
Secretary
Legislative DirectorMembership
DirectorDiversity Director
Nora RossmanDirector Elect
Certification DirectorWorkforce Readiness
Director/s
District Director Role
http://www.coshrm.org
o Serves as a council representative of a designated geographical area within a state.
o Primary role is to support Chapter leaders.
o Provides leadership and communication to further the Society’s goals and objectives between existing and future SHRM members and SHRM professional and student chapters.
District Directors
http://www.coshrm.org
District Director North – Nora RossmanBAHRA, NCHRADistrict Director West –VacantWCHRA, HCHRADistrict Director Central – Rhae Buckley, GPHRMH-SHRM, CSSHRM
Professional Chapters
http://www.coshrm.org
Boulder Area Human Resource Association – BAHRA – www.bahra.org Colorado Springs Society for Human Resource Management – CSSHRM – www.csshrm.org High Country Human Resource Association – HCHRA - www.hchra.com Mile High SHRM (Denver metro chapter) – www.milehighshrm.org Northern Colorado Human Resource Association – NCHRA – www.nchra.shrm.orgWestern Colorado Human Resource Association – WCHRA – www.wchra.org
State Council Meetings
http://www.coshrm.org
o Full & ½ day 3-4 times per yearo Funded primarily by the Councilo Conference call option for business meeting
o Other conference call meetings as neededo Committee/project meetings as neededo SHRM/COSHRM Quarterly functional
conference calls
State Council Services
http://www.coshrm.org
o Quarterly conference calls to connect Chapter leaderso Yahoo! Group –
http://finance.groups.yahoo.com/group/CO-HR/o LinkedIn Group - Colorado Human Resourceso Chapter Board support -- retreat/planning facilitation,
consultationo Student Conferenceso Bi-annual State Conference with Chapter revenue shareo Best Companies to Work for in Colorado® o When Work Workso State Leader’s Summit
State/National Leaders Summit
http://www.coshrm.org
o Complimentary for all Chapter Board Memberso Registrationo Mealso Lodging
o Complimentary for Student Chapter Presidents, President-elect, and Advisors
o April ??, 2016 – TBD, COo SHRM Volunteer Leaders Summit in Washington
DC: Nov 19, 20 & 21, 2015; COSHRM Attendees- Director Elect, Membership Director, District Directors, Certification Director
Colorado Support
http://www.coshrm.org
Board Member- Individual donation (highly encouraged)Silent Auction State Donation -- SHRM Volunteer Leader’s SummitState Silent Auction/ Other Fund Raisers -- Best Companies, State Leaders Summit, and State Conference (every other year).
Volunteer Leader Resource Center (VLRC)
http://www.coshrm.org
Provides resources and tools for chapter and state council leadershttp://www.shrm.org/volunteers/pages/default.aspx
Leadership & CLA webinars
Colorado SHRM
http://www.coshrm.org
Questions???
Great ExamplesLet’s give Shelly a big
THANKS!
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2015 SHRM VOLUNTEER LEADERS’ SUMMIT
Accountability Volunteers ARE Volunteers!
Even when you do your best to prepare for anything, life throws you some surprises…
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2015 SHRM VOLUNTEER LEADERS’ SUMMIT
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Promotio
n
Baby! Movin
gNew Job
Layoff
Illness
Getting Married
Divorce
Lottery
Over Committed
Family Issue
2015 SHRM VOLUNTEER LEADERS’ SUMMIT
Accountability Manage Your Volunteers
Volunteers don’t get paid, so we don’t like to confront them.
However, it is unfair to have other board members “pick up the slack.”
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2015 SHRM VOLUNTEER LEADERS’ SUMMIT
Accountability Indicators for CONCERN
• Does not attend meetings• Fails to follow through on projects• Cannot meet deadlines• Stops returning phone calls and e-mails • Negative or not involved at meetings
NOW is the time to act!
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2015 SHRM VOLUNTEER LEADERS’ SUMMIT
Accountability The Power Lunch
• Ask about how work and life are for the volunteer • If the volunteer is overwhelmed, this is an opening to
gently ask the volunteer about stepping down• Volunteer will probably be glad to have a way out; it may
be hard to admit he/she can no longer fulfill obligations
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2015 SHRM VOLUNTEER LEADERS’ SUMMIT
Accountability Second Chance Options
• Explain the organization really needs results from this board function– Tie back to the defined goals
• Suggest a co-chair to help with board duties– Be sure you choose a co-chair who understands the situation
• Ask for a definite date that he/she can deliver a presentation to the board with an update
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2015 SHRM VOLUNTEER LEADERS’ SUMMIT
Accountability Removal of Director and Officer
• Any director or officer may be removed from office, with cause, upon an affirmative vote of two-thirds of the entire Board of Directors at a duly constituted Board of Directors meeting
• SHRM recommends that all chapter and state council bylaws have this provision
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2015 SHRM VOLUNTEER LEADERS’ SUMMIT
BRING IT HOME
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ACTIONNOW!
TAKE
2015 SHRM VOLUNTEER LEADERS’ SUMMIT
Take Action Now Top 3 Things To Do!
• Communicate the plan and the people involved• Celebrate the milestones of the plan participants• Evaluate their progress on the plan
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2015 SHRM VOLUNTEER LEADERS’ SUMMIT
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2015 SHRM VOLUNTEER LEADERS’ SUMMIT
Your Support
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Scott D. Ferrin SHRM-SCP, PMP
Field Services Director
[email protected] (800) 283-7476 x6453
@SHRMScott
Daniel Griffiths SHRM-CP
Field Services Director
[email protected] (800) 283-7476 x6364
@SHRMDGriffiths
2015 SHRM VOLUNTEER LEADERS’ SUMMIT
THANKS!
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2015 SHRM VOLUNTEER LEADERS’ SUMMIT