donna walters professional highlights 0516
TRANSCRIPT
Education
M.S. LeadershipNortheastern University
B.S. Business Administration University of Massachusetts Amherst
Specialties
Specialties• Operational Efficiency• Business Analysis/ Research• Business Cooperatives• Grant Writing• Training & Technical Documentation• Leadership & Organizational Development • Small Business Loan Administration• School-Linked Community Outreach• Corporate Travel Credit Card Program • Compensation Administration
Organizations
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STRATEGIC GAMEPLANMEMBERSHIP TEAM• Keith• Warren• Terry• Dave• Donna
SUCCESSFACTORS
CHALLENGES
TARGET
STAGES/TASKS
July Research & planning
SeptemberGain buy-in
OctoberImplementation
• Identify resources & info needed
• Review & update bylaws
• Research membership criteria of other coops
• Set election date
• Draft milestone timetable
• Refine policies & bylaws
• Membership
criteria & compensation approved by Board
• Prepare for
Officer elections
• Prepare for any changes in membership responsibilities
•
• Attorney• CDI• Jim• Bylaws
Trust
Clear DirectionPLAN FOR
SUSTAINABLE SUCCESS
Leadership Development
Financial Health
Systems for Accountability
Effective Communication
Compelling Image & Brand
Customer confidence
Succession Planning
Marketing info & resources
Preparation & Participation
Timely information
KBG Leadership Dev
Shared Vision
Clear roles
SMART Goals
Good Relations
Project Management
Wise & Resourceful Board
Nimble Structure
Membership Criteria
Common Language
Willingness to learn new skills and tools
Maintaining Strategic “level”
Build a foundation of trust
Understanding and trusting the process Weather
Creating time to learn & work together
August Design plans & proposals
• Seek answers to strategic questions
• Draft Membership Handbook content
• Present to ExCom for input/approval
• Create or ID compensation plan
RESOURCES
• Plan for Board development & sustainability• Officer Elections• Board & member responsibilities & criteria• Board & member contracts• Board & member performance monitoring systems
Member commitment
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An online Community of Practice (CoP) will get your team identifying problems and solving them faster!
COLLABORATION TOOLS
Skip the
meeting…
Software
Funding
LocalStateFederalPrivate FoundationPrivate Donations
