beth vidaurrigreg evans, m.ed. roberta's rules of order developing an alternative, more...
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Beth Vidaurri Greg Evans, M.Ed.
Roberta's Rules of OrderDeveloping an Alternative, More Flexible Method of
Managing Organizational Governance
Roberta's Rules of OrderDeveloping an Alternative, More Flexible Method of
Managing Organizational Governance
Beth Vidaurrichair, APTA Transit Board Members Board
Support Subcommitteemanager of the executive office, Corpus ChristiRegional Transportation Authority Corpus Christi, TX
Greg Evans, M.Ed.City Councilor, Eugene, OR Immediate Past President, Lane Transit District Board of Directors
Roberta's Rules of OrderDeveloping an Alternative, More Flexible Method of
Managing Organizational Governance
Developing an Alternative, More Flexible Method of Managing
Organizational Governance
Presented by: Greg Evans, M.Ed.
City Councilor, Eugene, OR Immediate Past President
Lane Transit District Board of Directors
Roberta’s Rules of OrderBy Alice Collier Cochran
Who is Robert anyway and why do we still follow his rules anyway?
Sail through meetings for stellar results without the gavel
A Guide for Nonprofits and Other Teams
Roberta’s Rules Overview1. Avoid motions that present a solution
without clarifying the problem2. Move a group from many ideas to closure
and action3. Select a decision making method
appropriate for the situation4. Decide the most productive and easy way
to meet5. Develop a values-based mission and
vision statement
Roberta’s Rules Overview (continued)6. Use an agenda format that helps you
focus on your mission and steer the meeting
7. Plan an interactive annual meeting8. Respect differences among group
members9. Simplify the way your organization is
governed10. Establish a flexible structure with less
hierarchy and more shared responsibility
Robert vs. RobertaFrom Robert’s Shore To Roberta’s Shore
Formality Informality
Strict Rules Guidelines and Agreements
Parliamentary Procedures Democratic Principles and Process
Military Terminology Civilian Terminology
Win-Lose Voting Win-Win Decisions
Two Decision Choices (Yes or No) Straw Polls and Multiple Choices
Controlled Relaxed
Debate Dialogue and Conversation
Motions Proposals Precede Motions
Four Courses Using the Compass Rose
Navigate Decision Making Through Rough Waters (Northeast Course)
Develop proposals before launching motions
Focus on the problem not the solution Develop simple structured proposals
before meetings: verbal and or written (include group members in presentations)
Verbal Proposal Structure1. State suggestions verbally and explain the
need2. Clarify by answering questions3. Check for disagreement-if agreement is
present end of proposal4. If there are objections clarify issues-pro
and con5. Ask for modifications or replacement
proposal6. Check for disagreement, if none check for
substantial agreement (vote if necessary)
Structured Proposals (Written):
Assess the Current Situation1. Establish the facts2. Determine the costs or other impacts3. What are the main causes or issues
Explore Possible Solutions4. Conditions for success5. Best Practices and Options6. Recommended Solutions
Proposed Change7. Suggested Action Steps
Consensus or ConcordanceThe Decision Making Square
Consensus Model
Foundation Agreements Stand Aside Postpone Delegate to Modify Eliminate Blocking or Veto Use the Backup Option
Concordance Model
Using Straw Polling Five Levels of Agreement
5. Enthusiastic response
4. Cautious support
3. Ambivalent support
2. Little support
1. No support
Concordance Model (continued) Modify proposal based on initial levels of
support Making support quantifiable Handle an impasse with a backup plan
Select Easy Meeting Methods to Get All Hands on Deck (Southeast)
Balancing traditional meetings with modern media
The need for an electronic meeting alternative
Good meeting leadership The E-mail trap Internet meetings Respecting time
Eight Keys to a Successful Meeting
Stay Focused While Riding the Tide of Diversity (Southwest Course) Respect different frames and lenses Take a multicultural approach Create multicultural comfort Focus on relationships Place for emotions Practice uncommon courtesy
Moving from Debate to Dialogue Supporting a motion means taking a
position Using Dialogue: A Powerful
Conversation Basic Dialogue Method Listening: A Key to Dialogue
Streamlining Discussions with a Clear DestinationStages of Discussion
Turning the Governance Rigging (Northwest Course)
Building a Strong Yet Flexible StructureStructuring the board and setting expectations1.Distribute and delegate authority2.Clarify responsibility3.Rotate roles4.Allocate tasks using criteria5.Diffuse information6.Provide access to resources7.Create opportunities to influence decisions
Questions?
Greg Evans, M.Ed.City Councilor, Eugene, OR Immediate Past President, Lane Transit District Board of Directors
Roberta's Rules of OrderDeveloping an Alternative, More Flexible Method of
Managing Organizational Governance
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Roberta's Rules of OrderDeveloping an Alternative, More Flexible Method of
Managing Organizational Governance
Beth Vidaurri Greg Evans, M.Ed.
Roberta's Rules of OrderDeveloping an Alternative, More Flexible Method of
Managing Organizational Governance