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WELCOME TO DAY 1

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JILL WILLIS-Contractor. GROUP WEB PAGE ADMINISTRATOR DIANE RODGER. ESTORE BRUCE YENNIE ... to the Editor, Jill Willis. Highlights a Life Member, their work and ... – PowerPoint PPT presentation

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Title: WELCOME TO DAY 1


1
WELCOME TO DAY 1 OF LEADERSHIP
TRAINING LAS VEGAS, NEVADA NOVEMBER 10, 2005
2
Our Mission TelecomPioneers is a network of
current and former telecom industry employees and
their families who volunteer to address community
needs. We represent our companies and the
industrys commitment to responsible corporate
citizenship. Our Vision We are the
recognized world-class leader in volunteerism. We
are respected and valued by our members, our
corporations, the global community and the
telecom industry. We are committed to the
diversity and personal growth of our members, the
success of our companies and to improving the
quality of life in our communities
3
ROLL CALL NOVA FIVE - 5 LIBERTY BELL - 6 LEONARD
H. KINNARD - 7 HG MC MCULLY UPSTATE- 12 FORT
PITT -13 THOMAS SHERWIN- 14 ALEXANDER GRAHAM BELL
-15 WILLIAM J. DENVER -20 VERIZON WEST -25 JASPER
N. KELLER -33 GENESEE 37 WEST VIRGINIA -42 OLD
DOMINION -43 MARYLAND -44 HG MC CULLY DOWNSTATE
-81 PAUMANOK -85 EMPIRE STATE -97 EXCELSIOR
-98 TELCORDIA -99
4
PIONEER TRIVIA QUESTIONS
5
OUR CURRENT OPERATING STRUCTURE TELECOMPIONEER
INTERNATIONAL CEO Marty Lee (former CEO of
Junior Achievement) PRESIDENT - Mary Manning
(1/1/04-12/31/06) SPONSORING GROUPS
(12) ALIANT, ATT, BELL SOUTH, BROADWING,
FRONTIER, MTS, NEW OUTLOOK PIONEERS, QWEST, SASK
TEL, SBC, TELCORDIA VERIZON TO LEARN MORE,
VISIT THE ASSOCIATION WEB SITE AT
WWW.TELECOMPIONEERS.ORG
6
VERIZON-FRONTIER-TELCORDIA Executive
Director - Verizon TelecomPioneers - STEPHEN
KOHN KEY OPERATING COMMITTEE
ADVISORS ALL ADVISORS ARE CURRENT OR PAST
CHAPTER PRESIDENTS ADMINISTRATIVE ANN
COVE COMMUNICATIONS LINDA
STEUERWALD DEVELOPMENT JIM DOWD
FINANCE MARY LEFEBVRE
VOLUNTEERS JUNE WEAKLEY
7
OTHER KEY PARTICIPANTS ADMINISTRATION CENTER
DIANE NELSON CATHY-ANN DOW MEMBERSHIP
DATABASE DIANE RODGER GROUP PA7
COORDINATOR DIANE RODGER WEBSITE DEVELOPMENT
COMMUNICATIONS JILL WILLIS-Contractor GROUP
WEB PAGE ADMINISTRATOR DIANE RODGER
ESTORE BRUCE YENNIE TO LEARN MORE ABOUT
OUR GROUP OF CHAPTERS, VISIT OUR WEB SITE AT
WWW.VERIZONPIONEERS.ORG
8
501C(3) - CHARITABLE VOLUNTEER
ORGANIZATION EDUCATION MISSION COMMUNITY
SERVICE
9
VOLUNTEER ORGANIZATION TelecomPioneers is the
largest industry-related volunteer organization
in the world, with chapters located throughout
the United States, Canada and Mexico. Founded in
1911, TelecomPioneers, formerly known as the
Telephone Pioneers of America is comprised of
nearly 650,000 current and retired
telecommunications employees who have joined
together to make their communities better places
in which to live and work. Our purpose is...
"To promote and participate in activities that
respond to community needs and problems to
provide a means of friendly association for
telecommunications employees and those retired
to foster among them a continuing fellowship and
a spirit of mutual helpfulness to contribute to
the progress of the Association and promote the
happiness, well-being and usefulness of the
membership to exemplify and perpetuate those
principles which have come to be regarded as the
ideals and traditions of the industry." --
Constitution of the TelecomPioneers
10
PRIMARY GOAL VOLUNTEER IN THE COMMUNITIES WE
SERVE. VOLUNTEER FOR OUR CORPORATE
SPONSORS VERIZON - FRONTIER - TELCORDIA
VOLUNTEER PARTNER WITH COMMUNITY ORGANIZED
PROJECTS.
11
  • DAY 1 THURSDAY - NOVEMBER 10, 2005 - 1PM - 5PM
  • Organizational Overview - Deb
  • Business Plans Budgets Nouvelle Diane N.
  • DAY 2 FRIDAY - NOVEMBER 11, 2005 8AM 12PM
  • Fundraising - Deb
  • Grant Writing Dan
  • Membership and PA7 Diane R.
  • Website Enhancement Diane R.
  • DAY 3 SATURDAY - NOVEMBER 12, 2005 - 8AM 12PM
  • Pioneer Basics - Deb
  • Meetings Bobbie
  • 2006 Key Education Initiatives Deb
  • Membership Development/Branding - Deb
  • Volunteer Development - Deb
  • TO DO LIST

12
WELCOME TO DAY 2 LEADERSHIP TRAINING LAS
VEGAS, NEVADA NOVEMBER 11, 2005
CELEBRATE OUR VETERANS
13
MEMBERSHIP The GOOD .. DUES ARE LONG TERM
MONEY PAYROLL WITHDRAWL MEMBERSHIP DATABASE
UPDATES MONTHLY REMITTANCE REPORT .. and the
BAD SHORT TERM EMPLOYEES RETIREES DO NOT
PAY CORPORATE DOWNSIZING
14
GRANTS VERIZON FOUNDATION VERIZON CORPORATE
GRANT CHARITABLE DOLLARS FOR EDUCATION PROJECTS,
VERIZON READS SEASONS READINGS DISTRIBUTE
D TO VERIZON CHAPTERS LINKED TO THE CHAPTER
BUSINESS PLAN 85 SHOULD BE USED
FOR EDUCATION 15 CAN BE USED FOR
ADMINISTRATIVE MUST BE USED IN VERIZON CALENDAR
YEAR 1/1-12/31 PROJECT COMPLETION FORM REQUIRED
FOR ALL EXPENDITURES. MUST REPORT TO VFT
PIONEER VP IN NOVEMBER WHERE
SPENT. ACCOUNTING CENTER TRACKING REPORT
FOR CHARITABLE GRANT EXPENDITURES.
15
  • TELECOMPIONEER FOUNDATION
  • YEARLY GRANT
  • PIONEERS APPLY
  • AMOUNT BASED ON CHAPTER CONTRIBUTIONS AND
  • MEMBERSHIP INVESTMENTS.
  • EDUCATION SPECIFIC GUIDELINES
  • VOLUNTEER REQUIREMENTS
  • GUIDELINES AND FORMS FOUND ON TP WEB SITE
  • REQUEST TO VFT EXECUTIVE DIRECTOR BY OCTOBER 1.
  • DONATIONS/GRANTS BY CORPORATIONS TO
  • TELECOMPIONEERS

16
  • DODDS FUND
  • YEARLY GRANT
  • PIONEERS APPLY
  • SPECIFIC GUIDELINES
  • AMOUNT AVAILABLE BASED ON PROFITS FROM
  • ENDOWMENT.
  • CHAPTER MUST MATCH AMOUNT REQUESTED
  • THROUGH FUNDRAISING (GRANT DOES NOT APPLY)
  • GUIDELINES AND FORMS FOUND ON TP WEB SITE
  • REQUEST TO VFT EXECUTIVE DIRECTOR BY OCTOBER 1.
  • www.telecompioneers.org

17
EXTERNAL ORGANIZATIONS LIONS CLUB ROTARY
CLUB EXTERNAL GRANTS NUMEROUS WEB
SITES RESEARCH AND TRY USE OTHER FUNDED
GRANTS AS EXAMPLES EX http//www.schoolgrants.o
rg/grant_opps.htm
18
VERIZON VOLUNTEERS MATCHING CORPORATE FUNDS
VOLUNTEER HOURS 501C(3) ORGANIZATIONS BENEFIT
(Pioneers excluded) REGISTRATION OF
ORGANIZATION REQUIRED VERIZON VOLUNTEERS WEB
SITE Matching dollars can not be directed to
any Verizon Pioneer Chapter. This would be
considered double dipping and therefore
unethical. Money raised by employed Pioneer
volunteers should be directed to the Charity
501c(3) they have registered on the website.
ECOMMERCE VERIZON PIONEER WEB SITE CHAPTER
SPECIFIC SITES BRUCE YENNIEWWW.BYENNIE_at_VERIZON.NE
T
19
  • TelecomPioneers Royalty Relationships
  • How Royalty Funds are Collected and
    Distributed by the Denver Office
  • MBNA
  • Revenue TelecomPioneers receive 1.00 for each
    new account and
  • 1.00 for each active renewalan account
  • that has charges in each of the 12 months prior
    to date of renewal or is carrying
  • a balance at renewal time.
  • Royalty received on CDs varies based on amount,
    duration, market interest rate
  • standardprime rate and/or the LIBOR rate.
    Therefore, one cannot predict a
  • specific amount.
  • Royalty received on card usage and balances is
    determined by what MBNA refers
  • to as Outstandings.

20
110 Million 5 royalty
100-110 Million 4.5 royalty
90- 100 Million 4.0
royalty 80-90 Million
3.5 royalty 70-80
Million 3.0 royalty
lt 70 Million 2.5 royalty
The current contract has a sliding scale as
follows and we are at 70-80 Million level
21
There is a 50 fee paid directly to each chapter
who secure a new approved card holder. The key
to this is that the applicant must use the paper
application not the electronic. The paper
application identifies the appropriate Pioneer
unit. We have the paper applications here.
Based on the above factorsexcept for the 50
fee sent directly to the chapter MBNA computes
our royalty fee and electronically sends a
payment to TelecomPioneers 45 days after the end
of each quarter. Distribution The Royalty
received is split 50-50 with the chapters. The
accounting team determines the split based on
data made available to us by MBNA and our own
records. Generally, our practice is to forward
the checks two weeks after we receive the funds
from MBNA.
22
  • COLLETTE VACATIONS
  • Revenue Pioneer units receive 5 royalty and
    TelecomPioneers receive 5
  • on the air travel portion of a trip fees. On the
    land/sea portion of the trip fees,
  • Pioneer units receive 5 and TelecomPioneers
    receive 7.
  • Royalty payments via a check are sent to
    TelecomPioneers 30 days after the end
  • of each quarter.
  • Note To receive royalty payments, the chapter,
    club, or club must identify the
  • specific unit to Collette Vacations when making
    reservations.
  • Distribution TelecomPioneers distribute royalty
    payments to the respective units
  • within two weeks after receipt of royalty
    payment.

23
  • PERKSCARD
  • Revenue The PerksCard program is complex. Under
    the current contract,
  • in year one, TelecomPioneers paid the Perks
    Group 292 thousand dollars for the
  • 621 thousand cards. TelecomPioneers was to
    recover some of that expense via
  • royalties from the Liberty Mutual insurance
    program76,000.00 is the guarantee.
  • In addition, when individuals/units sold Family
    Friend cards for 19.95,
  • 7.95 was for TelecomPioneers and 5.00 was for
    the Pioneer unit.
  • In year two, the renewal charge of 9.95 was to
    be paid to the Perks Group along
  • with Liberty Mutual royalties until we met an
    obligation of 155,000 for call center
  • expenses. After the 155,000 was paid,
    TelecomPioneers would be paid the 9.95
  • of which 5.00 would be sent to the appropriate
    unit.
  • Distribution Perks Group sends insurance
    royalty checks to TelecomPioneers
  • within forty-five days after the close of each
    months activity. Family and Friends
  • royalties will be paid to the appropriate Pioneer
    unit within 30 days of payment from
  • the Perks Group.

24
  • DIRECT MAIL CAMPAIGN
  • Revenue The 2005 DMC is scheduled to launch
    October 2005.
  • To ensure accuracy and security, TelecomPioneers
    has outsourced the collection,
  • depositing and recording of contributions.
    Contributions are sent directly to a
  • caging facilitya firm that specializes in
    collection, recording, depositing and
  • providing reports on contributions. Our firm is
    located in Topeka, KS.
  • Contributions will be deposited daily into a Bank
    of America account which is
  • managed by the TelecomPioneers office in Denver.
  • Distribution The plan is that once revenues
    exceed expenses, distributions
  • to appropriate Pioneer units will be made every
    two weeks.
  • The distribution to Pioneer units equals 80 of
    the revenues over expenses.

25
LOCAL FUNDRAISING STORE SALES RAFFLES (off
premise for Verizon) SILENT AUCTION VENDOR SALES
(at least 20 of gross sales should go to
Pioneers) LOTTERIES, CALENDARS FOOD
SALES OUTINGS AND EXCURSIONS ENTERTAINMENT TOURNAM
ENTS VERIZON EMPLOYEES ARE TO REMEMBER NO
RAFFLES NO LOTTERIES NO GAMES OF CHANCE NO
ENTRIES IN MEMBERSHIP DRAWINGS ..ON COMPANY
PREMISES. THIS IS CORPORATE POLICY. CHECK WITH
THE ETHICS HOTLINE BEFORE ENGAGING IN ANY
ACTIVITIES YOU ARE UNSURE OF. VZ ETHICS HELPLINE
(24/7) 1-800-856-1885
26
GRANT WRITING DAN FERGUSON MEMBERSHIP PA7
- DIANE RODGER followed by WEBSITE
ENHANCEMENT DIANE RODGER
27
WELCOME TO DAY 3 LEADERSHIP TRAINING LAS
VEGAS, NEVADA NOVEMBER 12, 2005
28
MORNING EXERCISE 1, 2, 3 STRETCH THAT
BRAIN! Funding Review Name 5 potential ways a
Chapter, Council or Club can fund their Business
Plan Projects. _________________________________
______________ ___________________________________
_____________ ____________________________________
____________ _____________________________________
___________ ______________________________________
__________ Name an Internal Grant request
____________________________________ Identify 3
ways you can use your Membership list. 1. 2. 3.
Identify 3 immediate ways you can enhance your
Chapters website. 1. 2. 3.
29
Mechanization Skills EMAIL This is
the way we will communicate every day. There are
various forms of internet connections you may use
to access email. Whether it be dial-up, DSL or
Broadband, you need to have an email address
either at home or access in your office.
Providers such as Verizon.net, AOL, MSN and
others are just a few you can choose from.
WORD Documents will be sent to you using
Microsoft WORD. You need to be able to open
these documents and read them. Read-only
programs are available for free download from the
Microsoft web sight. If you do not have a
co-worker, peer or friend that can assist with
this, please contact Diane Rodger at
508-879-4466 and she will be happy to help. If
you have a need to update or create a document,
then the program must be purchased either
on-line or in a store and loaded onto your
computer.
30
Mechanization Skills (cont.) EXCEL Anot
her kind of document that you will need to access
are Excel Spreadsheets. You need to be able to
open these spreadsheets and read them. Read-only
programs are available for free download from the
Microsoft web sight. If you do not have a
co-worker, peer or friend that can assist with
this, please contact Diane Rodger at 508-879-4466
and she will be happy to help. If you have a need
to update or create a document, then the program
must be purchased either on-line or in a store
and loaded onto your computer. ADOBE
ACROBAT You need to be able to open these
documents and read them. Read-only programs are
available for free download from the ADOBE web
sight. If you do not have a co-worker, peer or
friend that can assist with this, please contact
Diane Rodger at 508-879-4466 and she will be
happy to help. If you have a need to update or
create a document, then the program must be
purchased either on-line or in a store and loaded
onto your computer.
31
Pioneer Guidelines The Pioneer Guidelines are
what are the rules and regulations for running
your group. They are there for a reason. They
are there to guide you on the mission and purpose
of the organization as well as the legal aspects
of doing things correctly and legally. The
Pioneer Guidelines are found on the
TelecomPioneer website. Please take the time to
READ the Guidelines. I suggest you print a copy
at the beginning of the year to have at your
meetings as a reference tool.
32
ABOUT US BENEFIT PROVIDERS PERKSCARD MEMBERSHIP BE
ST PRACTICES FUND-RAISING PARTNERSHIPS PROJECTS CO
MMUNICATIONS FINANCE / ACCOUNTING SPONSORS /
GROUPS AWARDS CONTACTS PIONEER LINKS
33
 1A - Communication      1B - Bylaws1C -
Chapter Model2A - Forming Chapters       2B -
Community Service2C - Committees                
2D - Participation2E - Nominating               
    2F - Partners2G - Disaster3A -
Membership3B - Life Members4A - Funds4B -
Fund-Raising4C - Insurance4D - Auditing4E -
Appendix - Chapter Annual Report4F - Appendix -
Fund-Raising Ideas5A - PA7
34
BYLAWS Most Chapters have Bylaws. There is an
actual format that your Bylaws hould be written
in. It is found under CHAPTER MODEL. They should
be in an electronic form. 1 copy should be held
in your Chapter office, 1 copy should be sent to
the Pioneer Accounting Center and 1 copy should
be sent to the Association office in Denver, CO.
If they are changed/updated they should be sent
to the above 3 places showing the revision. If
you have not done this, then it should be one of
your first orders of business as you take
office. MEETING MINUTES Meeting Minutes
should be taken at every meeting and a copy
should be sent to the PAC after every
meeting. They should be in electronic form They
should include a single page identifying your
Motions, Seconds, Amendments to motions, and
whether the motion was passed. They should also
include who attended the meeting and their
titles. This includes any guests. They should
include your Agenda. They should include your
Approved Projects list
35
APPROVED PROJECTS LIST Every Chapter,
Council and Club should have a list of their
Approved Projects. These are projects your board
has voted to accept. This is a living
document. As new projects are voted on and old
ones are dropped, the document should be updated
accordingly. 1 copy should be held in your
Chapter office, 1 copy should be sent to the
Pioneer Accounting Center with your
minutes. This document should be reviewed prior
to the new year beginning and again mid-year
(June/July meeting). Make an revisions as
necessary.
36
GROUP MEETINGS CALLS CALLS As Chapter
president and 1st Vice president you are members
of the Group Board. The Group Board has meetings
every month at 800 p.m. The Day and Call-In
number is announced via an email from the
Executive Director. They last approximately 1
hour. Either the President, 1st VP or both of
you are to be on these calls. The KOCs also have
a monthly call which varies depending on your
committee. MEETINGS The Group meets on a
quarterly basis in various centrally located
locations. The first meeting will be in Orlando
Florida prior to the Annual Meeting. Thursday
February 9, 2006 from 1-5pm. These meetings are
used to discuss business affecting the entire
group of Chapters. They are generally a day and
a half (All day Saturday and half of Sunday)
37
KEY OPERATING COMMITTEES (KOCs) It is also used
as an opportunity for each of the Key Operating
Committees to come together and work on issues
relevant to their committee. As a Chapter
president and 1st Vice President, you are a
member of one of these committees. Lets take a
moment to review what these committees are
involved in and then decide which one you want
to work with over the next year. You may already
be a member of one of the committees and you can
either stay on it this year or switch to another
committee if something interests you there.
There are 5 Key Operating Committees at the
Group level. Administration, Communication,
Development, Finance and Volunteering The KOC
chair is a past Chapter President. Each
committee is comprised of Chapter Presidents and
1st Vice Presidents. The committees address
issues that are of concern to the Group of
Chapters and develop ways to conduct business
that is common to the entire group. Each Chapter
President and 1st VP will be a member of a KOC.
KOCs have a Conference Call once a month to
discuss items they are working on.
38
---------------------------------------YOUR
COPY----------------------------------------------
---- 1ST CHOICE - KOC (CIRCLE ONE) ADMIN COMM
DEV FIN VOL 2ND CHOICE - KOC (CIRCLE
ONE) ADMIN COMM DEV FIN VOL
---------------------------------------TEAR
HERE ---------------------------------------------
----- 1ST CHOICE - KOC (CIRCLE ONE) ADMIN COMM
DEV FIN VOL 2ND CHOICE - KOC (CIRCLE
ONE) ADMIN COMM DEV FIN VOL CHAPTER
NAME ____________________________________ TITLE
IN 2006 (circle one) Chapter President
Chapter 1st VP YOUR NAME ______________________
__________________ YOUR EMAIL
________________________________________________
39
2006 Verizon TelcomPioneers Advisory
Board Issues and Committee Members
Administration Organize and document the
process to conduct Group meetings and annual
Training Conference 1. 2006 Face to Face
meetings 2. 2006 Annual Training meeting 3. KOC
Succession Guidelines 4. Chapter/Council/Club
Merger Guidelines 5. New President Guidelines 6.
Wheel Chair Ramps Guidelines (aka Easy Access)

40
Communications - Establish and document process
to communicate Pioneer efforts to our membership
and corporate sponsors. SPECIAL EMPHASIS ON THE
NEW EXTERNAL AFFAIRS (EA) QUARTERLY REPORT 1.
Quarterly External Affairs (EA) Reports 2. Life
Member Stories (Communicator) 3. Awards -
local Guidelines Judging 4. Awards
national Judging 5. Web Sites Guidelines
Accessibility Format Timeliness 6.
Marketing/Branding/Corporate Recognition 7.
Membership-New Member Recruitment
41
Development - Development - Develop and document
process to implement group wide projects (i.e.,
Dictionary) 1. Business Plan Guidelines Review
last years make suggestions 2. New
Projects Customized Dictionary project Video
based reading initiative pilot 3. Membership
Recruitment Work with national 4. Training
Materials For each chapter position http//found
ation.verizon.com/resourcecenter,  provides free
access to a national database of technology
resources to assist nonprofits 5. Fund Raising
Ideas Work with national 6. Bylaws
42
Finance - Develop and document standards for
business plan development and financial
accounting through a budget. 1. Chapter Budget
Review Format Verizon Grant Distribution
Formula Project Administration 2. Group
Budget Review 3. Fund Raising PerksCard eCommerc
e MBNA Direct Marketing Work with
national Scoops Update/review Amusement
park opportunities Review by area
43
Volunteerism - Develop and document "Best
Practices" for recruiting and retaining
volunteers. Need to make sure we have Seasons
Readings coordinator each year and a very well
thought out volunteer project at the annual
meeting. 1. Roll out of dictionary project With
Verizon Reads literacy component 2. Roll out of
Project Connect FiOS/FTTP partnership 3.
Seasons Readings Ensure Coordinator 4.
Volunteer Guidelines For all of the
above http//foundation.verizon.com/resourcecente
r,  provides free access to a national database
of technology resources to assist nonprofits 5.
Volunteer Project _at_ Annual Training Conference
44
VFT TRAINING CONFERENCE ANNUAL
MEETING VFT TRAINING CONFERENCE NOVEMBER
2006 PLACE TBD 3 DAYS OFFICER TRAINING HALL
OF FAME PIONEER PROJECT 20 GUESTS PER
CHAPTER CHAPTER EXPENSE AIR HOTEL BUDGET
ACCORDINGLY
45
ANNUAL MEETING FEBRUARY 2006 3 DAYS CORONADO
SPRINGS RESORT 1ST GROUP FACE TO FACE
(TH) RFPS FOR 2006 TRAINING CONFERENCE CHAPTER
DELEGATES GUESTS NATIONAL INFORMATION WORKSHOP
S/TRAINING NATIONAL AWARDS
46
COMMUNICATE COMMUNICATE
COMMUNICATE EMAIL Look at your Email EVERY DAY.
Respond to issues immediately. Even if you do
not have the answer right away, at least respond
that you got the message and will get back to the
individual as soon as you have an answer. Make
a TO DO list or PRINT the request so that you do
not forget to respond. Answer or delegate
follow-up MAIL Look at your mail EVERY DAY. If
you do not go into the Pioneer office every,
then make sure you delegate someone that can
look for any important mails and notify you of
issues at hand. Answer or delegate
follow-up PHONE CALLS VOICE MAIL Pick up your
voicemail EVERY DAY. If you do not go into the
Pioneer office every day, then make sure you
delegate someone that can look for any important
mails and notify you of issues at hand. Answer
or delegate follow-up
47
THE COMMUNICATOR The COMMUNICATOR is a
newsletter that is emailed to Pioneers and
employees and highlights Pioneer happenings
throughout the Group footprint. Each Chapter
is responsible for getting articles of interest
and pictures to the Editor, Jill Willis.
Highlights a Life Member, their work and their
Pioneer experiences. Each Chapter is responsible
for 1 month in the 2005/2006 year. Life Member
articles for the 1st edition of the month should
be submitted y the 1st of that month and
articles for the 2nd edition should be submitted
by the 15th of the month. An email of the
Life Member article goes to the following Ron
Simpson - repsimpson_at_msn.com who will forward a
copy to Jill Willis. Linda Steuerwald -
ksteuerwal_at_aol.com
48
2005 NOVEMBER 2005 FT.PITT DECEMBER 2005
MCCULLY DOWN 2006 JANUARY 2006 LIBERTY
BELL FEBRUARY 2006 AGB MARCH 2006
MT.VALLEY/EMPIRE APRIL 2006 EXCELSIOR MAY
2006 W. VIRGINIA JUNE 2006 DENVER JULY 2006
NOVA AUGUST 2006 VZ WEST SEPTEMBER 2006
KINNARD OCTOBER 2006 MARYLAND NOVEMBER 2006
PAUMANOK DECEMBER 2006 TO BE DETERMINED

49
  • EXTERNAL AFFAIRS (EA)
    SPREADSHEET
  • The Communications KOC has developed a
    spreadsheet that is used for
  • communicating information from the
    TelecomPioneers to the Verizon corporation
  • on volunteer activities in the communities we
    serve. A similar spreadsheet can be
  • used by Telcordia and Frontier for the same
    purpose.
  • This spreadsheet serves several purposes
  • Informs the External Affairs department of
    Volunteer activities in the communities
  • we serve.
  • 2. Provides good corporate citizenship
    information when our companies
  • approach cities towns with requests to
    implement new products and services.
  • 3. Validates our worth to the corporation when we
    approach our companies for
  • funding or support.
  • 4. Provides information to prospective existing
    members on community activity.

50
The list is broken
down as follows 1. Town 2. School or
Agency Volunteered or Provided for 3. Contact
Name and Telephone Number 4. Listing of
Projects 5. Number of Hours 6. Number of
Volunteers
51
LEADERSHIP TRANSITION OUTGOING PRESIDENTS
ROLE Provide support to the new incoming
President Vice President DO NOT do the job
for them. They are the leadership team, let them
learn shine with your guidance. Provide the
following computer information Logins
Passwords to PA7, Chapter Web Site and any other
computer system used to run the Chapter, Council
or Club. Email Passwords Provide the following
for the Pioneer Office Store Office and Store
Keys Answering Machine directions
passwords Code for opening any safes Relinquish
all Office duties such as Opening Mail Answering
voice messages ..Unless you are given the
authority by the new President.
52
INCOMING PRESIDENTS ROLE Call on Past
Presidents when questioning policy, procedure or
decisions that affect the Chapter. Obtain
the following Logins Passwords to PA7,
Chapter Web Site and any other computer system
used to run the Chapter, Council or
Club. Chapter Email Passwords Change Passwords
where necessary to maintain secure information.
Pioneer Office Store Keys, Answering Machine
directions passwords, code for the safe.
Change passwords where necessary to maintain
security Be clear that all Office duties such as
opening mail answering voice messages, etc is the
responsibility of the President, unless they
choose to give that authority to someone else.
53
CRITICAL BEHAVIORS OF SUCCESSFUL LEADERS
Be a Facilitator, not a Dictator Trust your
followers Respect them Give special attention as
needed Let them know what is expected of
them Give them the tools, training, and support
they need Offer coaching or assistance Correct
or criticize in private Praise and recognize in
public Appreciate their efforts Help them grow
and develop in knowledge and skills Keep them
informed Treat everyone fairly.
54
Chapter and Council Board Structure Chapter
Board President Vice President Secretary
(optional-non voting member) Financial Officer
(optional-delegate to the VP) LM Representative
(optional) Council Presidents Other EB committee
appointees Community Service Education Environmen
tal Fellowship/Entertainment Fundraising Group
Rep/Publicity Nominating Participation
55
President _____________________________ Vice
President _________________________ Secretary
(optional-non voting member) ____________________
_____ Financial Officer (optional-delegate to the
VP) ____________________ LM Representative
(optional/may have more than 1)
________________________ Council Presidents 1.
_______________________________ 2.
_______________________________ 3.
_______________________________ 4.
_______________________________ 5.
_______________________________ Community
Service ________________________________ Educatio
n ________________________________________ Enviro
nmental _____________________________________ Fel
lowship/Entertainment ___________________________
_ Fundraising ___________________________________
____ Group Rep/Publicity ________________________
_________ Nominating ____________________________
____________ Participation ______________________
_________________
56
SIGNATURES A signature approval sheet must be
sent to the PAC by February 1. These individuals
have the authority to authorize expenditures.
Put this on your TO DO list. The form can be
found on www.verizonpioneers.org website
under ACCOUNTING. To Pioneer Accounting/Administ
ration Center P O Box 4406 Salem, Ma.
01970 Chapter Name __________________ Date
____________________ Dear Diane and
Cathy-ann, Following are the authorized
signatures for 2006 vouchers from the
__________________________, of the
_______________________________ Chapter/Council/Li
fe Member Club
Chapter
57
MEETING AGENDA road map for your meeting
SAMPLE AGENDA
58
Determine your 1st meeting date and location Most
Chapters and Councils have a regular meeting time
during the month. Make sure if letters of
releases are needed that they are sent out at
least 2 weeks prior to the meeting. (example on
the next page) If the meeting is going to be a
conference call, limit it to 1 hour during lunch.
Only touch on items of immediate importance.
Identify if it will it be a face to face or
conference call. Secure a conference room or
conference bridge. Develop your email list for
meetings Get any new board members email and add
it to your Group list. Notify your Board of
the meeting date and ask for agenda items Send
out an email notifying your board members of the
date, time and location and solicit any agenda
items. Ask everyone to respond as to their
attendance. Create Your 1st meeting agenda Use
Microsoft WORD to develop your agenda so that it
may easily be sent to the Accounting center with
your Minutes. Send out your meeting agenda
Email your agenda to all the participants at
least 1 week prior to the meeting.
59
  • PRIOR TO THE 1ST MEETING
  • Decide who from the 2005 board you want to remain
    on your 2006 board.
  • This can be a verbal one-on-one request, email or
    US mail.
  • 2. Decide what positions/projects you want to
    assign to whom
  • once you have determined who is remaining on the
    board.
  • Some key positions would be
  • Membership Membership recruitment should be
    one of your Chapters
  • top objectives. Place someone who is reliable and
    can get the job done.
  • Education Chair - who might take on a
    sub-committee to handle the
  • Seasons Readings, Dictionary and Project Connect
    projects.
  • Do not overburden any one person with more than 1
    assignment.
  • Webmaster Needs to have the expertise to keep
    your website updated on a
  • regular basis in order for your membership to
    stay interested and informed.

60
3. Develop your Org Chart Gather all the
necessary contact information for the 2006
Chapter, Councils and Clubs. Make sure it gets
updated on your website prior to the 2006 year
commencing. Information should include Name,
Work/Home Addresses and Telephone numbers,
Pager, Cell and email. You may not want to
place all of that on the website, but Name,
Contact Number and Email is essential. 4. Ask
each Council President to provide a list of all
known approved Council and Club projects for the
2006 year at the 1st meeting (Jan).
61
  • YOUR FIRST MEETING
  • During your 1st meeting, you need to make sure
    several items are covered.
  • Provide an Org. Chart of your Chapter which
    should include the Councils Clubs.
  • Ask the Presidents to go over it and submit any
    changes by 2/1/05.
  • 2. Discuss everyones assignments. Provide Group
    Level Contact information,
  • expectations, due dates for assignments and any
    required follow-up
  • paperwork/accounting required.
  • This way there are no surprises and everyone
    knows what will be expected.
  • 3. Review the 2006 Budget and Business Plan so
    that all your board understands
  • the objectives for the coming year.

62
YOUR FIRST MEETING 4. Develop a list of known
Chapter, Council and Club projects taking place
during the year. Webmaster should get a copy of
this list and post on your website 5.
Discuss the projects for the 1st quarter
(Jan-Mar) 6. Develop your meeting schedule for
the year. Identify if it will be a Face to Face
(F2F) or a Conference Call (CC) Make sure
everyone gets a copy of this to their
Manager/Supervisor. Provide a letter for any
Manager/Supervisor needing one. 7. Review the
December Group Conference call information.
Discuss any action items the Clubs Councils
have.
63
KEY PIONEER INITIATIVES 1.
Dictionaryproject.com 2. Project
Connect 3. Seasons Readings or Corporate
Reading Initiative 4. National Volunteer Week
/ Telecom Challenge
64
  • DICTIONARY PROJECT-
  • Contact Jim Dowd, Development KOC Chairperson
    (Jim.Dowd_at_verizon.net)
  • Target Population 3rd Grade Students
  • Funding Verizon Grant, TP Foundation
    Grant and/or
  • Pioneer Fundraising
  • Development Approved at Baltimore mtg-8/29/04.
  • Phase 1 Book content
  • Phase 2 - Distribution
  • Phase 3 Web Game dev.
  • Website www.dictionaryproject.com
  • Committee Chair Development-Jim Dowd
  • This project aligns us with both the
    TelecomPioneer Education Mission as well
  • as aligns the Verizon group with their companys
    education mission.

65
DISTRIBUTION STRATEGY For the Verizon group
of Chapters, a strategy has been put into place
whereby we will attempt to partner with the
corporations External Affairs organization as we
implement FTTP/FiOs. FTTP Fiber To The
Premise (Network) FiOS Fiber Optic Services
(over the FTTP Network) We will be responsible
for several items 1. Contacting External
Affairs for the distribution area 2. Determining
what cities towns we will need to be in prior
to FTTP/FIOS 3. Determine what cities and towns
already have FiOS 4. Coordinate our efforts in
these areas 5. Solicit employees in those areas
to distribute dictionaries to the schools 6.
Complete follow-up administrative requirements
(EA Spreadsheet)
66
2. PROJECTCONNECT- Contact Phil Hahn, Volunteer
Committee (Philip_Hahn_at_msn.com) Project Connect
is a series of 7 electronic games geared toward
4th through 7th graders   ProjectConnect is an
innovative concept in electronic games that
combines education with the popularity of video
games.  Students are challenged to learn lessons
in technology by playing games featuring a
product or service of the telecommunications
industry.   The seven games are E-MailConnect,
CompressionConnect, Fiber OpticConnect,
CableConnect, SatelliteConnect,
CellularConnect, and VoIPConnect.   ProjectConn
ect targets 4th through 7th graders and is
available at no charge to schools, community
centers and other organizations through
2006. For the Verizon group of Chapters,
ProjectConnect is being introduced in the FiOS
Lounges AND Kiosks throughout the country with
brochures and demonstrations. Chapter
Coordinators should encourage that Flyers be
distributed to schools where FTTP/FiOS is being
implemented.    For all Chapters, it is
essential that Flyers be distributed to schools
where other Pioneer initiatives are taking place
such as the Dictionary distribution, Map/Solar
system painting, reading, etc.
67
3. SEASONS READINGS OR READING
INITIATIVE October through December Scholastic
Bookfairs Book Collections Verizon calls it
Seasons Readings Telcordia and Frontier might
call it Everyones Reading. Collection of New
or Gently Used childrens books Donated to
schools, daycare centers and after school
programs. 2004 Accomplishment 67 buildings.
29,000 books 8 Scholastic Bookfairs 16,500 in
book proceeds 3,400 books 2005 Objective 80
Pioneer Coordinator locations 32,000 Books
Collected 25 Bookfair locations 20,000 Book Fair
Proceeds 3800 Books
68
Pioneers are encouraged to partner with Employee
Resource Groups (ERGs) in the collection of
books, Book fairs and distribution of the
books. Asian Pacific Employees for eXcellence
(APEX) Consortium of Information and
Telecommunications Executives (CITETM)
Disabilities Issues Awareness Leaders (DIAL)
Gay, Lesbian, Bisexual and Transgender Employees
of Verizon and Their Allies (GLOBE) Hispanic
Support Organization (HSO) National Jewish
Cultural Resource Group (NJCRG) Native American
People of Verizon (NAPV) South-Asian
Professionals Inspiring Cultural Enrichment
(SPICE) Veterans Advisory Board of Verizon
(VABVZ) Womens Association of Verizon Employees
(WAVE)
69
GROUP COORDINATORS South Contact Lorraine
Gettis (Chapter85_at_aol.com) (Manhattan, Long
Island, New Jersey, Pennsylvania/Delaware,
Maryland, Virginia W. Virginia)
TEMPORARY NORTH CONTACT Deb Foley-deborah.l.fol
ey_at_verizon.com (Upstate New York, Maine,
New Hampshire, Vermont, Massachusetts, Rhode
Island and VZ West)
70
4. OTHER NATIONAL PROGRAMS TELECOM CHALLENGE -
April 23 29, 2006 www.telecompioneers.org Proje
cts must have some activity take place during
National Volunteer Week, April 23 29, 2006.
The Telecom Challenge theme is Connecting Our
Communities Through Technology. Connecting
Technology and Education -  1 grand prize award
of 1,250 and one runner-up award of 500
Connecting Technology and Disaster
Preparedness/Relief Efforts in our Communities
1 grand prize award of 1,250 and one
runner-up award of 500
71
MAKE A DIFFERENCE DAY SATURDAY OCTOBER 22,
2005 (2006 TBD) Make A Difference Day is the most
encompassing national day of helping others. A
celebration of neighbors helping neighbors.
Everyone can participate. Created by USA
WEEKEND Magazine, Make A Difference Day is an
annual event that takes place on the fourth
Saturday of every October. The most recent
event was Saturday, October 22, 2005. 2006
TBD 10,000 to 10 projects (Newmans Own
proceeds) Visit the Make A Difference Day
website for more information and rules for
getting involved in 2006. http//usaweekend.com/
diffday/index.html
72
POINTS OF LIGHT FOUNDATION PROGRAMS
http//www.pointsoflight.org/programs/ NATIONAL
VOLUNTEER WEEK APRIL 23-26, 2006 This week is
also when any Telecom Challenge activities take
place. NATIONAL FAMILY VOLUNTEER DAY (November
19, 2005
www.nationalfamilyweek.org
73
  • KNOW
    YOUR WEBSITES
  • There are 3 websites you should be intimately
    involved with
  • National, 2) Group and 3) Chapter
  • 1. The national TelecomPioneer site
  • WWW.TELECOMPIONEERS.ORG
  • This website contains all the operating
    information you will need to successfully
  • manage your position of President or Vice
    President.
  • 2. The Pioneer GROUP (Verizon or Frontier) site.
  • (Telcordia does not have a website at this time)
  • WWW.VERIZONPIONEERS.ORG
  • WWW.FRONTIERPIONEERS.ORG

74
The Group and your individual Chapter sites are
the ones you should be directing the public,
media, employees and retirees to on a regular
basis. You should have these websites branded
on all material, emails and any information that
goes out to the membership and public. These are
the websites you should be sending articles and
pictures to on a regular basis. The Group
website contains a link to the National and vice
versa HOW MANY OF YOU OWN A DIGITAL
CAMERA? USE IT OFTEN AND DOWNLOAD PICTURES ON
A REGULAR BASIS WHAT CAN WE DO TO MAKE THE
FOLLOWING PROJECT ADVERTISEMENT BETTER? The
Pioneers are having a coat drive on January 15th.
Drop them off at the Pioneer Store. Thank You!
75
MEMBERSHIP RECRUITMENT
RETENTION How many of you can hand me a
Membership sign-up card right now? Lesson 1-BE
PREPARED. How many of you have Membership
Objectives? How many of you tie those objectives
to being considered as a guest to the Annual
meeting or annual Training Conference? Lesson
2-SET OBJECTIVES
76
MEMBERSHIP RECRUITMENT DIRECT MAIL DIRECT
EMAIL WEB BASED OFFICE BULLETIN
BOARDS COMPANY PUBLICATIONS CREDIT UNION
PUBLICATIONS VOLUNTEER FAIRS MEMBERSHIP TABLE
AT EVENTS JUST ASKING
77
MEMBERSHIP RETENTION COMMUNICATE WITH THE
MEMBERS (SAME METHODS AS RECRUITMENT) SOLICIT
THEIR INTERESTS AND SUPPORT ONE OF THEIR CAUSES.
PIONEERS PROJECTS ARE THOSE WHICH THE MEMBERSHIP
IS INTERESTED IN. MEMBERSHIP RESOURCES WWW.TEL
ECOMPIONEERS.ORG WWW.VERIZONPIONEERS.ORG VFT
PIONEER MEMBERSHIP ACTIVE MEMBERSHIP
APPROXIMATELY 30, 000 LIFE MEMBERSHIP
APPROXIMATELY 75,000
78
Answer the following questions How much are
Pioneer dues? _____________ How can Dues be
paid? (check all that apply) ____check / ____
credit card / ____ payroll deduction / ____ cash
How are the Dues distributed? National
_________ Foundation _______ Chapter _______
How much do the Dues equate to on a per day
basis? ____________ Do Life members pay dues?
___ YES / ___ NO
79
MEMBERSHIP INFORMATION BRANDING (Corporate
Pioneers) (Paperwork, Tee Shirts, Banners,

Give-aways) CONTACT INFORMATION
CHAPTER/COUNCIL/CLUB PROJECT INFORMATION AND
CONTACTS Past Current MEMBERSHIP CARDS
Online form or can be printed/xerox double
sided LIST OF AFFILIATIONS - Rotary, Junior
Achievement, Scholastic Books,
Special Olympics,
American Cancer Society, etc. GIVE-AWAYS -
Solicit your Public Relations contact or External
affairs organization for small items to give
away at Membership drives. They are given to
everyone. They can not be used as enticement to
sign up as this is against Verizons Code of
Conduct policy.
80
DEVELOPING A MEMBERSHIP
DRIVE Break into your workgroups Develop a
membership drive at a company location using the
information we discussed in this lesson.
Following is some information you will need to
consider when developing your program. You
will have 20 minutes to discuss your strategy and
develop your plan. What will your slogan/catch
phrase be? You will have 20 minutes to decorate
your stand and make your handouts. You have 5
minutes to make your presentation. The
presentations will be judged by the KOC chairs
for content of information and recruitment
appeal.
81
INFORMATION It is February 2006. The building
is having a Summer in February event and
Pioneers have been asked to participate. Your
Chapter has decided to host a Pioneer Membership
Lemonade Stand. Your Chapter/Council has
allocated 100.00 for recruiting
supplies/refreshments. If you choose, you may
purchase the following for your Membership
Lemonade stand EASEL 10 LEMONADE BUCKET -
30
Mix, shovel, cups, crayon sign) MARKERS
20/3 COOKIES 20 STREAMERS 10/3 GLITTER
PENS 10 each MEMBERSHIP CARDS FREE
PIONEER STICKERS 10/5
82
VOLUNTEER
DEVELOPMENT What makes us want to
volunteer? Volunteering makes you feel
needed. Volunteering can lead to learning new
skills. Giving helps keep taxes and other costs
down. Giving returns to society some of the
benefits society gives you. Volunteering can
help you deal with some of your personal
problems. Giving lets those who have more, share
with those who have less. Volunteering helps you
meet new people and breaks down barriers
ofmisunderstanding, mistrust and fear. Giving
may bring tax benefits. Volunteering can create
new contacts which may help your business or
career. What better ways to spend a day or
dollar?!
83
Please take a minute to jot down several ideas
you have where you have engaged employees to
volunteer for the first time. 1.
__________________________________________________
____________ ____________________________________
____________________________ 2.
__________________________________________________
______________ __________________________________
______________________________ 3.
__________________________________________________
______________ __________________________________
______________________________ 4.
__________________________________________________
______________ __________________________________
______________________________
84
Getting folks to volunteer takes time, effort and
one-on-one interaction sometimes. You need to
find projects that fit the volunteers
individuals personal needs You need to
present a quality, organized project. You
need to make the volunteer feel valued and
accepted as one of the group. You need to make
sure volunteers are Thanked many times over.
85
TO DO LIST 1. 11/05 National Family Volunteer
Week 2. 12/05 Establish your Board Meeting
Dates and Agenda 3. 12/05 Budget Business
Plan to PAC/Finance KOC and VP 4. 01/06 - Develop
your Org Chart and update your Website 5. 01/06
Update and Approve your Projects list-Post on
Website 6. 01/06 Send Signatures Form to the
PAC 7. 01/06 Review Bylaws, get into WORD, send
to PAC Association 8. 01/06 Get ready for
Annual Meeting in February 9. 01/06 Identify
your Chapters COMMUNICATOR month 10. 05/06
2nd Face to Face Meeting
86
TO DO
LIST 1.__________________________________________
__________________ 2. ___________________________
________________________________
3.______________________________________________
_____________ 4. ________________________________
___________________________ 5.
__________________________________________________
_________ 6. ___________________________________
________________________ 7. ____________________
_______________________________________ 8.
__________________________________________________
_________ 9. ____________________________________
_______________________ 10.______________________
_____________________________________
87
THIS CONCLUDES YOUR LEADERSHIP TRAINING FOR THE
YEAR 2006. THIS DOES NOT CONCLUDE YOUR
LEARNING. AS YOU EMBRACE YOUR LEADERSHIP
RESPONSIBILITIES, REMEMBER YOU HAVE MANY
RESOURCES TO REACH OUT TO AT THE NATIONAL, GROUP
AND CHAPTER LEVELS. WE NEED EACH OTHER TO
MAKE IT WORK. ON BEHALF OF THE EXECUTIVE
DIRECTOR, STEVE KOHN, THE KOC CHAIRS AND
ADMINISTRATIVE TEAM WE WISH YOU WELL AS THE
2006 YEAR BEGINS. HAVE A WONDERFUL
REST OF THE CONFERENCE.
GOOD EVENING!
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