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WELCOME to 2010 Leadership Training

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Title: WELCOME to 2010 Leadership Training


1
WELCOMEto2010 Leadership Training
2
Pledge National Anthem
3
Friday, November 6, 2009 100PM-500P
  • -Welcome
  • Agenda
  • Housekeeping
  • Connect Up-Meet your Peers
  • Introduction of VP
  • Opening Remarks
  • State of the State
  • Expectations and plans for 2010

4
Friday contd
  • Group
  • Steves Role as VP
  • TP Organization
  • Who is who
  • Chapter Responsibilities to Group
  • Expectations of VP
  • Email
  • Conference Calls
  • Chain of Command
  • Roles and Responsibilities
  • Break

5
Friday contd
  • Chapter Roles and Responsibilities
  • Outline of each person from President down
  • Guidelines to run a meeting
  • 500PM-Have a good evening!

6
Saturday, November 7, 2009 800A-400P
  • Mock Meeting
  • Dos and Donts
  • Roberts Rules
  • Explanation of one bylaw
  • Review of Rules and refer chapters to their own

7
Saturday contd
  • Break
  • What is a 501C3? Phil Hahn
  • Finance
  • Review of Accounting Center and vouchers
  • Cash and Check Handling Policy
  • Minutes from Chapters, Councils/Regions, and Life
    Member Clubs
  • Motions Form
  • Budgets
  • Business Plans
  • 1 hour to work on chapter business plans and
    budgets

8
Saturday Contd
  • Lunch
  • Speakers
  • Membership-Collateral Materials/New
    website-Kristine
  • Group Projects Deb Foley
  • Break
  • (Everyone Together) Thank Yous and
  • Heart of Pioneering
  • Hall of Fame Dinner- Cash Bar 530PM

9
Sunday, November 8, 2009 800AM-1130AM
  • Projects/Fundraisers
  • Review List of past projects (10 minutes)
  • Begin outline of 5 favorites from beginning to
    end
  • Present to group
  • Awards Grants and Membership/Hours PALS- Diane
    R
  • Review of new guidelines
  • Helpful hints
  • Areas she can support

10
Sunday Contd
  • Break and Check Out
  • Introduction and overview of Pioneer Training
    Book
  • Presidents Year in Review
  • What is my Chapter or Council responsible for?
  • Review calendar
  • People management keeping the chapter rolling
  • -What Went Well/Training Survey
  • Lunch 1130 and Safe Travels Home

11
Vision Statement
  • 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.

12
Mission Statement
  • Pioneers is a network of volunteers who effect
    immediate, tangible change in local communities,
    in partnership with their sponsors.

13
Roll Call
  • Now Id like to introduce our very own..

14
Steve Kohn
  • State of the State
  • Expectations and Plans 2010
  • The Pioneer Organization

15
Who are the Pioneers?
  • 501c3 Charitable Organization
  • Volunteer Organization
  • Community Service Organization
  • Education Organization

16
Headquarters Denver, Colorado
  • Pioneers Headquarters930 15th Street, 12th
    FloorDenver, CO  80202 Contact
    NumbersBusiness 303/571-1200Facsimile
    303/572-0520Toll Free 800/872-5995Resource
    Center 800/976-1914

17
Who is this?
18
How many know Nancy Jo?
19
Can you guess who this is?
20
You will be seeing her soon.
21
Meet Kari
22
Pioneers 2009 Board of Directors
  • Chairman of the Board
    President Immediate Past Board Member
  • Dave Nichols Marty Lee John
    McCullough
  • Canadian Pioneers VP Quest Pioneers VP ATT
    Pioneers VP New Outlook Pioneers VP Verizon
    Pioneers VP
  • Michael Sears Cindy Barnes Pfarr
    Debbie Pyle Dan Katze Stephen Kohn

23
Remember Patrick??
24
Advisors
  • Laura Sanford, President, ATT Foundation
  • Patrick Gaston, President, Verizon Foundation
  • Carey Wirtzfeld, Director, Qwest Corporate Social
    Responsibility
  • Ken Keesey, Vice President, Customer Services
    Sales, SaskTel

25
Then there is MEmy role
StephenKohn_at_cox.net TN 202 494 4160 San
Diego based-Call after noon EST
26
More about meme and Sue
27
Backbone of our Group
  • ADMINISTRATION CENTER DIANE NELSON
  • PAC Center dnelson786_at_aol.com
  • P O Box 4406 877 281-8319
  • Salem, MA 01970 CATHY-ANN DOW
  • canndow_at_aol.com
  • 877 281-8321
  • MEMBERSHIP DATABASE/WEB Admin DIANE RODGER
  • GROUP PALS COORDINATOR pioneerladydiane_at_verizon
    .net
  • WEBSITE DEVELOPMENT COMMUNICATIONS JILL
    WILLIS
  • capstonepr_at_comcast.net
  • ESTORE BRUCE YENNIE bruceyennie_at_verizon
    .net
  • Sponsoring Groups
  • ALIANT, ATT, BELL SOUTH, BROADWING, FRONTIER,
    MTS, NEW OUTLOOK PIONEERS, QWEST, SASK TEL,
    FAIRPOINT, TELCORDIA VERIZON

28
Group Coordinators
  • There are group coordinators assigned by the Vice
    President to assist with moving projects,
    programs, and issues forward. As of now they
    are
  • Dictionary-Jim Dowd
  • ProjectConnect -Phil Hahn
  • Power Up To Read-Deb Foley
  • To Do List-Denise Darden-Woody
  • Communicator-Gabe Olah
  • PALS-Diane Rodger
  • Conference-Ann Cove and Diane Nelson
  • Selection of committee-If called upon, committees
    will be formed on a volunteer basis
  • Now back to Nouvelle

29
Chapter Responsibilities to Group
  • Attendance at this training conference
  • Please be advised that all who are registered are
    required to attend all training sessions.
    Chapters will be charged for those who do not
    attend training sessions in Reston

30
EMAIL
  • Someone from chapter should check email every
    day.
  • Some rules to follow
  • Look at your Email EVERY DAY. Answer or delegate
    to someone most important is to follow up to
    ensure it is done
  • Make a TO DO list or PRINT the request.
  • Presidents and VPs copy (CC) your colleague
  • Use meaningful Subject lines.

31
  • MAIL
  • Look at and respond to your Mail EVERY DAY and
    delegate the responsibility if unavailable
  • WEBSITE
  • Maintain up to date web site for your chapter.
  • Keep current information
  • PHONE CALLS VOICE MAIL
  • Check the Pioneer voice mail messages EVERY DAY!
  • Delegate the responsibility if unavailable

32
CONFERENCE CALLS
  • Held once per month- usually 3rd Tuesday of each
    month at 8PM. Steve sends a reminder email each
    month with the call in number. The calls last
    approximately 1 hour
  • Both President and Vice President should be in
    attendance
  • Call in 800-977-8002/passcode-667986

33
PARTICIPATE in GROUP ACTIVITIES
  • VP Projects and Key Pioneer Initiatives
  • VP PROJECT
  • Power Up To Read and Seasons Reading
  • Dictionary Project
  • Domestic Violence Prevention Awareness
  • Internet safety (new)
  • Literacy and Scholastic Books
  • Thinkfinity
  • Project Connect
  • Shower for Shelter
  • Tools for School
  • Hopeline

34
GROUP MEETINGS
  • Group quarterly meetings aka Face To Face. Most
    held in central location such as Baltimore or
    Phili. For 2010, these will be held when deemed
    necessary

35
Budgets and Business Plans
  • Diane and Cathy Ann will be delivering the
    training tomorrow. Be thinking about your
    chapters plans for 2010 and bring last years
    budget tomorrow to training.
  • VPs for 2010---Think about your budget when going
    through the year. Make notes of profits for each
    project. The budgets and business plans are
    generally due around the 1st of December each
    year. So, VPs-start thinking and tracking NOW!

36
  • Chapter Signatures
  • Must be signed by those authorized to sign checks
    for the 2010 year.
  • Meeting Minutes
  • All meeting minutes (chapter, council/region,
    and club) are to be sent to Diane Nelson and
    Stephen Kohn. All motions should be on the
    Motions Form.
  • (Go to the Group website to obtain the forms)
    http//www.verizonpioneers.org

37
  • Requirements for all projects and activities
  • Take photos (Get release form signed)
  • Do a write up for the project/activity
  • Submit to local media for inclusion
  • Accumulate thank you notes to chapter,
    council/region, and clubs
  • Send to Steve to share with Verizon.
  • Submit photos and articles to the Communicator

38
What is your role as..
  • Chapter President
  • Appoint chapter board
  • Organize chapter events for the year
  • Set up meetings
  • Prepare agendas
  • Lead Meetings
  • Delegate duties
  • Communicate
  • Attend council/region/life member meetings (if
    needs of business allow)
  • People management keeping the chapter rolling
  • Too many chiefs
  • Respond promptly to requests from Steve

39
  • From Rules of Operation
  • a) Enforce the provisions of the Association
    Bylaws and chapter Rules of Operation
  • b) Preside at all meetings of the corresponding
    Pioneer unit and executive committee
  • c) Decide all questions of order subject to an
    appeal act as judge of elections and declare the
    results
  • d) Have authority to call meetings of the
    executive committee
  • e) Be empowered to appoint committees as provided
    in these Rules of Operation and such special
    committees as the executive committee may deem
    advisable
  • f) Be a member ex officio of all committees
    except the nominating committee
  • g) Ensure that the nominating committee is
    selected in accordance with Association
    guidelines and properly trained to fulfill its
    mission
  • h) Perform such other duties as usually pertain
    to the office or as may be delegated by the
    executive committee.
  • The president of each unit shall act as
    chairperson of the units executive committee.
  • The terms of the presidents shall be one year
    (unless revised in the Rules of Operation).
  • The Chapter President shall approve and sign all
    correspondence pertaining to the chapter and
    Chapter Office. The correspondence will be
    retained in the Chapters office for record of
    mail sent out.
  • The Chapter President must have an email address.
  • The Chapter President should be checking their
    email daily.

40
  • Chapter Vice President
  • Assistant to the President
  • Membership recruitment
  • Communicate
  • Quarterly hours
  • From Rules of Operation
  • The vice president may be advanced to the office
    of president of their respective units in the
    ensuing year, subject to the approval of the
    respective executive committee.
  • The terms of the vice president(s) shall be one
    year (unless revised in the Rules of Operation).
  • The Chapter Vice President must have an email
    address.
  • The Chapter Vice President should be checking
    their email daily.

41
  • Secretary
  • Take Minutes
  • Send out meeting notices
  • Review and present all correspondence
  • Assistant to the president
  • From Rules of Operation
  • Shall keep accurate records of the proceedings of
    the chapter/unit executive committee.
  • give notice of all meetings and perform other
    duties for the chapter/unit executive committee
    as described in the Chapter Rules of Operation.
  • be non-voting members of their respective
    executive committees.
  • The chapter secretary and the secretary of each
    subordinate unit are the administrative officers
    of the unit, acting in concert with the unit
    president and executive committee and with the
    advisement of the sponsor company liaison, and
    shall
  • (a) Enforce, along with the unit president,
    the provisions of the chapter Rules of Operation
    and Association Bylaws
  • (b) Keep accurate records of the proceedings
    of the unit and of its executive committee
  • (c) Take care of the general correspondence
    and have charge of all records, except those in
    the charge of the treasurer, if required, or as
    otherwise directed by the executive committee
  • (d) Give notice of all meetings
  • (e) Issue such reports as the executive
    committee may direct
  • (f) Advise and consult with the members of
    the executive committee and the standing
    committee chairpersons in their work by
    maintaining and interpreting Pioneer methods and
    practices, and aid them in advancing the best
    interests of the chapter and the Association and
  • (g) Perform such other duties as usually
    pertain to the office or as may be assigned by
    the president or executive committee.

42
  • Treasurer
  • Budget prep with President/VP
  • Business Plan prep with President/VP
  • Review chapter monies and motions to move if
    needed
  • Review monthly finance reports for accuracy
  • Assistant to the president
  • From Rules of Operation
  • The chapter Treasurer oversees the Treasurers of
    each subunit, in concert with the unit President
    and Executive Committee and with the advisement
    of the sponsor company liaison (if any) and
    shall
  • (a) Receive and be custodian of all its
    monies
  • (b) Keep its executive committee fully
    advised on all matters connected with the unit
    funds
  • (c) Keep an accurate financial record,
    showing all receipts and disbursements
  • (d) Keep its funds in the PAC.
  • (e) Prepare vouchers and disburse such funds
    as directed by the executive committee and
    approved by the president and vp
  • (f) Perform such other duties as the
    president or executive committee may assign.
  • (g) Report the financial condition of the
    Chapter at each meeting of the Executive
    Committee, based upon information and printed
    reports supplied by the Pioneer Accounting
    Center.
  • (h) Assist the PAC in developing the Annual
    Budget for each unit.
  • (i) See that all vouchers, bills and other
    statements requiring payments are properly
    approved for payment and see that copies of any
    locally made deposits are forwarded to the PAC.
  • (j) Cooperate with and support the PAC in
    requests for additional info.
  • (k)Cooperate with the Corporate Treasurer by
    supplying any information requested for audit
    (internal or external) purposes.

43
  • Council/Region Presidents
  • Volunteer Projects
  • Communicate with communities/members/presidents
  • Set up fundraising events
  • From Rules of Operation
  • Same as President - refer

44
Pioneer Guidelines
  • Cover with all Council/Region Presidents, Chapter
    Officers and Chairpersons
  • Todays business environment includes many
    challenges, keynote being the balancing of
    workload and workforce. We can no longer expect
    the relaxed flexibility of years past. We can,
    however, help the Company balance our Pioneer
    needs with their work requirements.
  • Please review all Pioneer events in the full
    calendar month before requesting your time off.
  • CHOOSE your requests for Pioneer time-off
    WISELY.
  • DONT request time for LMC or ad-hoc meetings, if
    the month includes a chapter project (i.e.
    Sports Jamboree), the Reunion, a National
    Pioneers event (i.e. Annual Meeting), a council
    project, etc. which may require time off on a
    workday.
  • DO make your manager aware that you have
    prioritized, and chosen to request Time A, and
    are not requesting Time B.
  • DONT object that other Pioneers are treated
    differently than you. Each work force is unique
    in their workload and there may be extenuating
    circumstances effecting your managers decision.
  • DO attempt to be as flexible and pleasant as
    possible with your company teammates. Regardless
    of how hard you are working as a Pioneer,
    co-workers still notice that you are not
    side-by-side on the job with them.

45
  • As a Council/Region President . . . .
  • Your first priority should be your Council/Region
    Meeting, followed by our Chapter Meeting.
  • We would like you to attend your Life Member Club
    meetings. However, given a choice, the
    preference is to have your Council/Region
    represented, rather than yourself in attendance.
    So have your Life Member Rep or other chairperson
    attend for your Council/Region. At the LMC
    meeting, please insure that your council/region
    rep is introduced and that a Presidents Report
    (i.e. calendar of events, etc.) is announced to
    the LMC members.
  • IMPORTANT NOTE You cannot take company time as
    PIONEER time without it first being approved by
    the Chapter President. We thank you for
    volunteering your time to complete tasks
    associated with your council/region projects
    and/or chapter projects. But the company is
    under no obligation to provide you time on their
    clock for Pioneer business.

46
Meeting Order
  • Organizations using parliamentary procedure
    usually follow a fixed order of business. Below
    is a typical example
  • Call to order.
  • Roll call of members present.
  • Reading of minutes of last meeting.
  • Officers reports.
  • Committee reports.
  • Special orders --- Important business previously
    designated for consideration at this meeting.
  • Unfinished business.
  • New business.
  • Announcements.
  • Adjournment.

47
  • See you 8AM tomorrow.
  • Have a Good Evening
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