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CHAPTER CHAIRS NETWORKSHOP

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CHAPTER CHAIRS NETWORKSHOP TORONTO 2007 Thursday, 1 February 2007 Welcome! CCW Resources Sean Clancy YPO since 1999 Creative Sales Marketing PL Sydney Chapter Forum ... – PowerPoint PPT presentation

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Title: CHAPTER CHAIRS NETWORKSHOP


1
CHAPTER CHAIRSNETWORKSHOP
  • TORONTO 2007
  • Thursday, 1 February 2007

2
Welcome!
3
CCW Resources
  • Sean Clancy
  • YPO since 1999
  • Creative Sales Marketing PL
  • Sydney Chapter
  • Forum Chair 2001-2003
  • Chapter Chair 2003-2004
  • International Board Member 2005-2008
  • GLCs Los Angeles, Las Vegas, London,
    Washington, DC, Cape Town
  • CCW Vice Chair 2006
  • CCW Chair 2007

4
CCW Resources
  • Jill Belconis
  • YPO since 1997
  • Shelter Mortgage Company
  • Chicago Chapter
  • Education Vice Chair 2001-2003
  • Education Chair 2003-2004
  • Chapter Vice Chair 2004-2005
  • Chapter Chair 2005-2006
  • YPO International Education Committee member
  • YPO International Events Committee member
  • Chair, YPOI Seminars
  • Chair, Youth Advisory Committee (YAC)
  • Chair, Youth Family Committee
  • GLCs Los Angeles, London, Washington DC, Cape
    Town
  • CCW Vice Vice Chair 2006
  • CCW Vice Chair 2007
  • CCW Chair 2008

5
CCW Resources
  • Chuck Maggelet
  • YPO since 1997
  • MacCall Management LLC
  • Utah Chapter
  • Chapter Chair 2005-2007
  • Network Chair 2007-2008
  • Regional Network Chair, Pacific US 2007-2008
  • GLCs Paris, Las Vegas, London, Washington DC,
    Cape Town
  • CCW Vice Vice Chair 2007

6
CCW Resources
  • International Board Members
  • Mike Pappas
  • Brent Johnson
  • Toby Malhoutra
  • Regional Chairs
  • WPO Board Members

7
YPOI Management Team
  • Jane Daish, Regional Director AusNZ
  • Debra Bachman Zabloudil, Regional Director East
    Central US
  • Susannah White, Senior Regional Director The
    Americas
  • Claudia Rofagha, Regional Director Europe
  • Taryn Stine, Regional Director Pacific US
  • Linda Reich, Regional Manager, Africa

8
Housekeeping
  • Turn off mobile phones
  • Be ON time EVERY time
  • Assigned seating by Chapter size
  • Workbook provided to assist note-taking
  • All presentations on MyYPO post GLC
  • No numb bums walk around/stay here
  • Cheating is good learn from each other
  • Popcorn help yourself

9
Thursday Agenda
  • Icebreaker
  • Workshop Objectives Expectations
  • Chapter Chair Job Description Timeline
  • How to be a Great Strategic Chairman
  • Lunch
  • Succession Planning
  • Strategic Planning
  • Table Topics
  • Chapter Issues Open Microphone
  • Summary Close

10
Icebreaker
  • Chuck Maggelet

11
CCW Speed-Bonding
  • Objective Get close to your new 7 best friends
  • Goal Make a list of as many things as possible
    that at least 4 of you have in common.
  • Rules We wont count any biological, physical
    or easily observable characteristics (eye color,
    hair color, shirt color, etc.) Must be deeper
    than that
  • Time You have 20 minutes GO!

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Times Up
33
Workshop Objectives Expectations
  • Our Objective
  • to help put YOU in a position to deliver YOUR
    vision to improve and enhance your Chapter

34
Workshop Objectives Expectations
  • Your expectations?
  • Strategic Planning
  • Leadership Skills
  • Succession Planning
  • What else?

35
Where are we now?
Jill Belconis
36
Who is or has been an Education Chairman?
37
YPO Education Chairmans office
38
(No Transcript)
39
Is this your planned level of activity as Chapter
Chair?
40
(No Transcript)
41
..or this?
42
YPO Chapter Chair
43
Chapter Chair Job Descriptionand Timeline
Jill Belconis
44
Chapter Chair Job Description
Provides appropriate Leadership for the Chapter
by
  • Establishing and Maintaining Mgt Systems to
    Ensure Efficiency
  • Presiding _at_ ALL Chapter Meetings
  • Participating on Membership Committee
  • Representing Chapter _at_ Regional Board
  • Acting as Chapters Public Spokesperson
  • Implementing Enforcing YPO International
    Policies

45
Chapter Chair Job Description
Provides appropriate Leadership for the Chapter
by
  • Managing Chapter Administrator
  • Attending CCW
  • Being Responsible for Chapter Officer Succession
  • Managing expectations of chapter
  • Scheduling monthly officer meetings
  • Serving the membership

46
(No Transcript)
47
Break
48
How to be a Great Strategic Chair
  • Kevin McHugh

49
Lets Talk Chairs
  • All sizes, colors and shapes
  • Many different styles (Easy chairs, rocking
    chairs, lawn chairs, beach chairs and
  • Chapter Chairs
  • Leadership, Management, Communication styles

50
Chapters too
  • Different sizes and shapes
  • Larger and smaller
  • Older and newer
  • Struggling and soaring
  • All regions of the world
  • All cultures and customs

But one thing is the same for all
51
Your Job as Chapter Chair
  • Success requires
  • Ability to Lead Leaders!

52
Success Means You Wont
  • Get The Chair

53
About YPO Chapters
  • The basic organizing unit of YPOI
  • The chapter is pre-eminent
  • As chapter health goes, so too the vitality and
    strength of YPOI

Its under your watch now. You are the guardians
and stewards of our organization.
54
Leaders Who Lead
  • Some key questions
  • What is my job?
  • How do I do it well?
  • How will I know?

All will be answered before you leave, but first
55
Leaders Who Lead
  • Some bigger questions
  • What leadership approach works best?
  • What am I willing to do?
  • Why will I do it?
  • How strong is MY commitment to
  • Leading My Chapters leaders?
  • (A good sign You are here now!)

56
Leading Leaders - Objectives
  • One approach to leading leaders
  • Mindset for rest of your training
  • Stimulate self-reflection
  • Attitude builds altitude
  • Practical applications
  • Easy to do
  • Easy to remember

57
Approach to Leading Leaders
Examine four areas
  • Servant leadership
  • Passion for your position
  • Self-awareness
  • Humility

Tip Make notes about ideas you can apply at
work, home, community.
58
Servant Leadership
  • A choice to lead as a servant first
  • Not heres what I think, but lets hear what
    everyone is thinking.
  • Encourage Collaboration, Trust, Listening,
    Foresight, and Ethical use of power
  • Conscious choice to serve brings quiet aspiration
    to lead.

Tip When have you seen it? How did it look?
How long since your last ego check-up?
59
Servant Leadership Self-Test
  • How much of my leading is more about my needs
    than the needs of those I am leading?
  • How well are my chapter officers most pressing
    needs being met? How will I help each one
    succeed?
  • How much are they growing and becoming wiser,
    healthier, freer, more successful effective?
  • How much more likely are they to become servant
    leaders themselves?

60
Passion for Your Position
  • What is passion? What are you passionate about?
  • Describe the emotion and see if it applies to
    your feeling about being Chapter Chair
  • If it is not there, can if be developed?
  • Look for bone-deep motivation

61
Passion for Your Position - Motives
  • Serving others first
  • Time to pay it forward
  • Personal growth
  • Leadership skills
  • Make a difference
  • Deeper friendships
  • Expand my network
  • Leave a legacy
  • I love YPO
  • I am truly needed
  • Its the right thing to do
  • Why? - why not?
  • Have some fun
  • Whats yours?

62
Self-Awareness
  • Who am I really? Whats my style?
  • What is my personal SWOT?
  • How aware am I of how I am perceived?
  • How much do I really care?
  • Make the invitation to honesty how am I doing
    with you? You with me?

Tip Who always tells you the truth about you?
Some sources spouses, forum, family, friends
63
Humility
  • Requires Self-awareness
  • The ability and desire to admit what is True
    about me and to change my behaviors accordingly.
  • I will own my thoughts, emotions and behaviors,
    and my response to what happens to me.

How do you react to the Truth?
64
Humility
  • How do you discover what is true about you?
  • Can you handle the truth?

From the movie A Few Good Men 1992
65
Humility
  • Primary source for learning the truth about
    yourself
  • All Intimate Relationships
  • Sharing fear, weakness, brokenness
  • Evolution of mutual trust
  • Lasting decision to care
  • Honesty, truth-telling with compassion
  • Communication skills to work through it

66
Full Circle
  • Your conscious decision to apply and
  • practice Servant Leadership requires
  • Others Come First
  • Passion
  • Self-awareness
  • Humility

67
Practical Applications
  • Chapter Executive retreat
  • One-on-one with each Chair
  • Regional International

68
Chapter Executive Retreat
  • Local offsite 1 to 1.5 days
  • Create Forum Use forum exercises
  • Develop more intimate relationships between board
    members
  • Use forum communication protocol
  • Conduct issues clearing session Remove the
    elephants in the room
  • Responsibilities, Collaboration, Listening,
    Trust-buildingthen Planning Foresight

69
Honest Open Executive
Pseudo
Issues Clearing-Honesty
Community
Potential Chaos
Holding back, Unspoken Feelings
Low Trust
Trust building work
Defend
Discover, Explore
Attack
Who is this person
?
Anger
Caring, Accepting,
What makes them tick?
Intimidate
Supporting with Truth
Afraid
Embarrass
Real
Withdraw
Community
I

M
DONE!
No Hidden, Unresolved Tensions
High Trust
70
One-on-One With Each Chair
  • A connection is not necessarily a relationship.
    Seek relationships through personal, intimate and
    honest dialogue.
  • How can I help you succeed?
  • How can we help each other succeed?
  • How can we help the others succeed?

71
One-on-One with each Chair
  • Education Beware of the WOW factor
  • Forum Attend a Moderators Meeting or two. Are
    members fully satisfied?
  • Network 15 Minute Intimacy Exercise at every
    event (see FO for help)
  • Membership One candidate per member
  • Finance Show me the money!
  • Chapter Admin Wont fly on auto-pilot

72
Regional International
  • Represent and have your Chapter voice be heard
  • Confirm that you are not alone
  • Source for new ideas
  • Great new network opportunities

73
5 Final Thoughts
  • Dont reinvent the wheel Use Tools
  • Lead as servant first Check Ego
  • Fill Your Own Shoes Accept/Modify Style
  • Raise the Bar Set Lofty Goals
  • Speak Your Truth Be Open Honest
  • Apply it everywhere
  • Now Go Lead the Leaders!

74
Questions, Answers and Group Discussion
  • Thank you!
  • Kevin McHugh

Talk more about Issues Clearing and all questions
at the Elective - How to Revitalize a Struggling
Chapter - Friday
75
Lunch
76
Succession Planning
  • Jill Belconis

77

78
Find Your Next Queen or King
79
Strategic Planning
Chuck Maggelet
80
Strategic PlanningYour Lead in Planning your
Chapters Journey
  • Bring the right people on your Journey
  • Involve a broad cross-section, but not everyone
    at once.
  • Current Executive Committee a must!
  • Survey members perhaps 1/3 will gladly tell you
    how they feel about everything
  • Past leaders embrace their long history and
    commitment to the Chapter and put it to work for
    you!
  • NB not everyone needs to be in the same place
    at the same time to give his or her input.

81
Strategic PlanningYour Lead in Planning your
Chapters Journey
  • Figure out where you are today as you begin your
    journey. That is, what are the Strengths,
    Weaknesses, Opportunities and Threats regarding
  • Education program
  • Participation attendance
  • Forum experience participation levels
  • Networking with members outside their forum
  • Fiscal health, prioritization of expenditure
  • Quality of members

82
Strategic PlanningSWOT Analysis, continued
  • Membership pipeline wait list
  • YPOI involvement
  • Current vs. target demographics/diversity
  • New Member Integration
  • Governance transparency
  • Succession strength of your ladder
  • Spouse family involvement
  • Communications event specific otherwise
  • Support from Chapter Administrator
  • Overall Take Home Value

83
Strategic PlanningSWOT, a few more thoughts
  • Focus or, if you prefer, follow the Mike Lipkin
    rule  The most important thing for your Chapter
    is keeping the most important thing THE most
    important thing!
  • Break out your crystal ball to imagine what will
    future members demand that is different than
    current members
  • Size matters will your Chapter increase by 50
    if you do nothing different?

84
Strategic PlanningWorkbook Materials
  • Strategic Plan 7 Habits of Highly Successful
    Chapters
  • Strategic Planning Outline
  • MPPS  Membership, Participation, Programming,
    Succession
  • Strategic Planning Sample Meeting Agenda

85
Strategic PlanningWorkbook Materials
  • Strategic Planning Sample Planning Template
  • Sample Strategic Plan US Capital Chapter
    2005-06
  • Sample Agenda/Minutes Johannesburg Chapter
  • Sample Agenda Santa Monica Bay Chapter
  • Sample Agenda Bel Air Chapter

86
Strategic PlanningClosing Thought
  • Your Chapter will not reach intended destination
    during your Chairmanship, your term of membership
    and possibly not even your lifetime
  • You are merely helping to guide it for a brief
    time, leaving it closer to and on target to reach
    its ideal destination.

87
Table Topics
Chuck Maggelet
88
Break
89
Chapter Finances
Les Ward
90
Contents
  • Chapter Finance Best Practices
  • QuickBooks Enterprise Solutions
  • Chapter Investment Program
  • Chapter Dues Collection Program
  • Global Chapter Insurance Program
  • Tax Related Issues

91
Chapter Finance Best Practices
  • Incorporate the Chapter
  • Single most important factor in managing risk to
    the chapter officer is to incorporate the chapter
  • Build Cash Reserves to 50 of Operating Expenses
  • Set a goal and timeline for achieving the desired
    cash reserve target
  • Agree on calculation of the reserve (YPOI is
    calculated as Total Assets Total Liabilities
    Net Fixed Assets
  • Establish an Investment Policy for the Chapter
  • Use the YPOI policy as a reference to define a
    policy for the chapter

92
Chapter Finance Best Practices
  • Develop an Annual Budget and Measure Results
  • Measure results against budget to improve
    transparency and accountability
  • Develop a model in Excel that uses historical
    actual information to help create a budget.
    Apply formulas that are driven by assumptions to
    allow what if scenarios to be generated. The
    same model can also be used to create a forecast
    as the year progresses.
  • Transparent Financial Reporting
  • Chapter Financial Reporting should be available
    for all chapter members to review

93
Chapter Finance Best Practices
  • Use QuickBooks Enterprise Solutions
  • Most important factors to consider when choosing
    how to maintain financial information for the
    chapter is
  • Data Automatically Backed Up in a Secure
    Environment
  • Multiple User Access with Security by Role
  • Ease of Adding New Users as Officers Change each
    Year
  • YPOI QuickBooks Enterprise Solutions meets these
    criteria and is accessible through a web
    interface
  • QuickBooks Enterprise Solutions available at no
    cost to the chapter
  • For information contact Amber Maddox at
    amaddox_at_ypo.org

94
Chapter Finance Best Practices
  • Timely Accurate Tax Filings
  • Timely accurate tax filings with the proper tax
    authorities are critical for maintaining tax
    exempt status
  • Chapter Officer with responsibility for tax
    filings must be clear
  • Document Controls and Procedures for Cash
    Receipts and Disbursements
  • Document controls and review each year as new
    officers assume their responsibilities
  • Reconcile all Bank Accounts Monthly
  • Reconciliations should be prepared by someone who
    does not have signature authority on the account.
  • Require All Chapter Funds to be in a YPO Bank
    Account
  • Do not allow funds collected from dues or for an
    event to be kept in a member or members company
    bank account

95
Chapter Finance Best Practices
  • Other Suggested Controls
  • Have annual budget approved by Chapter Board
  • Have Board approve expenses that exceed budget by
    10 or a predefined amount
  • Review financial performance vs. budget at Board
    meetings
  • Require two signatures for expenses in excess of
    a pre-determined amount
  • Expenses should never be approved (nor should
    checks be signed) by the payee
  • Implement a travel expense policy and only
    reimburse expenses supported by receipts
  • Use a Certified Public Accountant/Chartered
    Accountant to assist with preparing financial
    statements, tax filings and establishing a chart
    of accounts

96
Chapter Finance Best Practices
  • Follow Contract Best Practices for Events
  • MyYPO Finance Webpage includes information on
    best practices and sample clauses for event
    contracts https//www.myypo.org/MyYPO/Assets/Files
    /YPO_Intl/Event Contract Best Practices_v2.pdf
  • Additional online resource for hotel contracts
    http//www.exhibitoronline.com/exhibitormagazine/a
    rticle.asp?ID583
  • Work hard to negotiate clauses favorable to YPO
  • Room blocks and cancellation charges often are
    the most critical part of the contract since the
    event may have to be cancelled if signups are too
    low
  • Be clear on who has authority to sign contracts
    on behalf of the chapter
  • No deposits or payments should be made until the
    contract is signed by both parties

97
QuickBooks Enterprise Solutions
  • QuickBooks Enterprise Solutions (QBES) looks and
    works just like QuickBooks Desktop
  • Multi-user system with role based security
  • Software runs on YPOI servers and is kept current
    and backed up by YPOI
  • Accessible through the web with same speed as
    desktop application
  • YPOI training is available
  • Hundreds of third party training options
    available
  • No cost to chapter
  • For more information contact Amber Maddox at
    amaddox_at_ypo.org

98
Chapter Investment Program
  • Leverage the investing power of YPOI for your
    Chapter
  • Higher returns, no principal risk, no minimum
    investment and no cost to the chapter
  • Current yield is 5.2 (January 2007)
  • Current fund is WFIXX and details can be reviewed
    online at www.smartmoney.com (fund is subject to
    change)
  • Monthly easy-to-read statements
  • Access to funds is typically 24 hours or less
  • Authorized signer(s) on the account will be
    established for the Chapter

99
Chapter Dues Renewal Collection by YPOI
  • Chapter members can renew and pay chapter dues
    online
  • Members receive one electronic invoice for both
    YPO International and Chapter dues
  • Collection follows the YPOI renewal cycle which
    begins in April
  • Only cost is a 2.5 credit card fee that YPO
    incurs on credit card processing
  • A reconciliation of funds received is sent to the
    chapter monthly
  • Members can pay by credit card, check or wire
    transfer
  • Chapter must be incorporated
  • Currently limited to US dollar transactions only
  • Annual agreement must be signed for the service
  • Contact Stormi Lloyd at slloyd_at_ypo.org

100
Global Chapter Insurance Program
  • Whats Included?
  • General Liability for Chapter Functions
  • Directors Officers Liability
  • Association Liability
  • Business Personal Property Computer Equipment
  • Hired Non-Owned Auto Liability
  • Umbrella Liability
  • Non-Owned Aviation Liability (for member owned
    aircraft used at YPO functions)
  • Kidnap Ransom

101
Global Chapter Insurance Program
  • Whats Not Included?
  • Workers Compensation
  • Employee Dishonesty
  • Certificates of Insurance provided by YPOI
    Insurance Broker Roach, Howard, Smith Hunter
    (just complete and fax form found at
    https//www.myypo.org/ypotoolkit/pages/chapter_ops
    /files/request-cert-insurance.pdf )
  • Limits/Deductibles/Additional Details available
    at https//www.myypo.org/ypotoolkit/pages/chapter
    _ops/files/Global_Insurance_Program.pdf
  • Need assistance making an insurance decision?
    Call Denise Bump at 1.972.744.2725 or email to
    dbump_at_rhshins.com

102
Tax Issues
  • Are My Dues/Event Fees Tax Deductible?
  • For US chapters who must follow Internal Revenue
    Service regulations, the answer depends on
    whether the expense can be substantiated as a
    necessary and ordinary business expense. This is
    a subjective issue for all taxpayers and only the
    individual or members company can determine the
    answer. YPOI recommends that the member contact
    a Certified Public Accountant to assist with the
    question.
  • Non-US chapters often face a similar issue
    although each country has its own tax law that
    must be followed. Our advice once again is to
    contact a Certified Public Accountant/Chartered
    Accountant familiar with the tax laws of the
    chapters country.

103
Tax Issues
  • What exactly does tax exempt mean?
  • YPOI is a 501(c)6 organization which means that
    the organization is exempt from Federal income
    tax. Chapters in the US are automatically
    covered under YPOIs group exemption approved by
    the IRS. The group exemption number for YPO is
    7096 and must be included on the annual return.
  • An exemption for state income tax will have to be
    obtained by the chapter. YPOI recommends seeking
    the help of a local CPA firm in filing for state
    income tax exemption.
  • Does the chapter have to pay sales tax/VAT/GST?
  • In most cases, 501(c)6 organizations are not
    exempt from sales tax in the US.
  • Chapters outside the US should contact their
    Certified Public Accountant / Chartered
    Accountant.

104
Tax Issues
  • Does the chapter have to file a tax return?
  • An annual tax return (Form 990) must be filed by
    the 15th of the 5th month after the chapters
    year end. If the chapter year end is on June 30
    then form 990 must be filed by November 15th.
  • A state tax return may have to be filed (depends
    on the state in which the chapter is located)
  • For non-US chapters, check with local tax
    authorities to determine the filing requirements
  • Failure to file a return is a serious problem
    that will result in fines and potential loss of
    tax exempt status

105
Question About YPO Finance?
  • Log onto the Finance Dashboard on MyYPO
  • https//www.myypo.org/myypo/ypo_intl/finance.aspx

106
(No Transcript)
107
(No Transcript)
108
Thank You
  • Questions?

109
Open Microphone
Sean Clancy
110
Interactive Session
Sean Clancy
111
Thank You!
  • Buses depart hotel lobby 645pm
  • See you tomorrow at 10am

112
CHAPTER CHAIRSNETWORKSHOP
  • TORONTO 2007
  • Friday, 2 February 2007

113
Welcome Back!
114
Housekeeping
  • Turn off mobile phones
  • Be on time

115
Friday Agenda
  • Icebreaker
  • Leadership Congress Questions
  • Chapter Standards
  • How to Improve Chapter Health
  • Review list of expectations
  • Where we are right now
  • Workshop Summary Close

116
Icebreaker
  • Chuck Maggelet

117
Your Life
  • Think, answer and discuss with your 7 new best
    friends at your table
  • What do you like best about your life?
  • What do you like least?
  • Time You have 5 minutes GO!

118
Leadership Congress
  • Loay NazerInternational Chairman2006-2007

119
Leadership Congress
  • Toronto GLC 2007

120
Leadership Congress Process
Fall Leadership Survey
Winter Leadership Survey
Spring Leadership Survey
121
Chapter Standards
  • YPO recently implemented new Chapter
  • Standards standards that result in Chapters being
  • quality ranked as Gold, Silver or Bronze. 
  • As a result, Chapter health has significantly
  • improved.

122
Regional Standards
  • Do you believe that the Regions of YPO
  • should be held to comparable standards?

123
Meritocracy Standards
  • The Functional Committees of the
  • International Board select their members
  • and chair using meritocracy standards.

124
Regional Leadership Criteria
  • Should the selection of all Regional Chairs
  • and International Board representatives,
  • chosen by the Regions, also be based on a
  • set of meritocracy standards?

125
Regional Leadership Criteria
  • Should regional meritocracy be standardized
  • for all Regions?

126
Merger History
  • The 2006 Leadership Congress made it clear
    connect with YPO graduates
  • Board then passed Ages to Stages policy, and
    continued negotiation process with WPO
  • Both YPO and WPO Boards approved Memorandum of
    Understanding in November 2006, and initiated due
    diligence process
  • Both Boards approved merger agreement on 24
    January 2007.

127
Merger Agreement Proposal
  • This merger will mark the debut of the worlds
    premier life-long leadership network
  • Merger creates a worldwide network of more than
    15,000 members, their spouses and more than
    40,000 children
  • A common operating strategy
  • Not merging the Chapters.

128
YPO Member/WPO Member Benefits
  • Consistent life-long experience and seamless
    transition within one organization
  • YPOers and their graduates will stay connected
  • Leverage the best of both organizations
  • WPO Young Adults and International Couples Forums
  • YPO Networks

129
Governance Structure
  • 15 WPO Board members will become the WPO-YPO
    Alumni Committee 1 from each of YPOs 15 Regions
  • 3 seats will be added to the YPO Board
  • 12 seats will be added to the 4 Functional
    Committees Education, Events, Forum and
    Networking (3 seats each)
  • Graduates are eligible to chair Functional
    Committees.

130
WPO Merger Agreement
  • The YPO Board believes that a merger with WPO
    will add
  • significant strength to our network and help our
    YPO
  • members stay connected to our most valuable
    assets
  • our own members, as well as maintaining a
    seamless
  • transition between our YPO experience and our
    graduate
  • experience. The ultimate approval for this merger
    is in the
  • hands of the YPO and WPO members. 
  • Do you support the merger with WPO per the terms
    of the
  • agreement?

131
Closing
132
Chapter Performance Standards
  • Mike PappasInternational Chairman2007-2008

133
Purpose
  • Gold, Silver and Bronze rating system
  • Promote an understanding of key performance
    activities among chapters
  • Encourage each chapter to excel towards clear and
    higher levels in all functional areas.

134
12 Chapter Performance Standards
  • Chapter Administration Compliance
  • Regional Governance Meeting Participation
  • Global Leadership Conference Participation
  • Benchmarking What Gets Measured Gets Done
  • Chapter Education Event Participation
  • Regional Growth Target
  • Networks
  • International Event Participation
  • Visitation to MyYPO
  • Member Forum Participation
  • Spouse Forum Participation
  • Comprehensive Taste of Forum
  • unable to measure at this time

135
Chapter Health Annual Chapter Performance
Ratings
click on medal award to navigate to chapter
ratings (note colored dots on World Nav)
136
Annual Chapter Standard Performance Ratings
Region Page
137
Sample Region PageRegion Africa
138
Future Standards
  • Diversity TargetCurrently not capturing
    ethnicity and clarifying gender target
  • Chapter Administrator attendance at CAW
  • Percentage of chapters submitting chapter
    education awards
  • Education to include number of joint chapter
    events, number of TRP
  • Regional conference participation
  • Number of events in the region
  • Participation in networks

139
Questions/Comments?
140
What can Chapters do to better assure chapter
health in the next 12 months?
  • Deb Zabloudil

141
Review Expectations
  • Sean Clancy

Sean Clancy
142
Expectations
  • Funding issues
  • Recruiting for diversity
  • Launching a new chapter
  • Succession planning
  • CA best practices
  • Enforcing Code of Conduct
  • New Member Integration
  • Geographic chapter challenges
  • Mark Forward
  • Table Topic/E-mail/MyYPO
  • Discussion database
  • Agenda
  • Table Topic/E-mail/MyYPO
  • Table Topic/E-mail/MyYPO
  • Table Topic/E-mail/MyYPO
  • Discussion database

143
Expectations
  • 9. CC fizzle staying passionate
  • 10. Poor attendance
  • 11. Managing e-mail traffic
  • 12. Overcoming two-tier groups in chapter
  • 13. Removing a member from the chapter
  • 14. WPO Merger
  • 15. YPOI cash reserves
  • 16. How to manage gung-ho Education Chairs
  • Kevin McHugh
  • Table Topic/E-mail/MyYPO
  • Table Topic/E-mail/MyYPO
  • Table Topic/E-mail/MyYPO
  • Open Mic
  • Dave Nelsen
  • Les Ward
  • Kevin McHugh

144
Expectations
  • 17. Ages to Stages
  • 18. Balanced Ed. Program
  • 19. Impact of YPOI initiatives on chapter and CC
  • 20. Technology available for chapter use
  • 21. Executive Committee meeting best practices
  • 22. CC Job Description
  • 23. Managing pressure to grow
  • Loay Nazer/Elective
  • Elective
  • Open Mic/Kevin McHugh
  • Elective
  • Table Topic/E-mail/MyYPO
  • Agenda
  • Mark Forward

145
Expectations
  • 24. Managing competition and comparisons between
    small and large chapters in same area
  • 25. Involvement of Chapter Chair in Forum
    operations
  • Get with members from Los Angeles or Toronto area
    for best practices
  • Kevin McHugh

146
How are we feeling?
  • Jill Belconis

147
Workshop Close
  • Sean Clancy

Sean Clancy
148
Thank You!
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