Maura Neill - BOD Training Slides

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Rules, Roles, and Respect

Composing Your Perfect Year

Maura Neill, REALTOR®, MA

ABR, AHWD, C2EX, CRS, e-PRO, GRI, HFR, MRP, PSA

LEADERSHIP

- Cory Booker

Improving Self-Awareness & Self-Management

• Write down your goals & share them with others

• Know your negative triggers

• WAIT before responding to something that may be a negative trigger (i.e., draft an email, but wait to send it)

• Sleep on it

• Smile and laugh more

• Do a joy-filled activity at least once a day

• Create a patterning journal to track your upsets and your joys, your leadership victories and disappointments

• Train yourself to accept difficult situations as learning opportunities rather than threats

Improving Social Awareness & Relationship Management

IMPROVING SOCIAL-AWARENESS

• Greet people by name

• Practice active/reflective listening in your conversations and focus on the other person

• Ask open-ended questions to create more dialogue

• Look for opportunities to praise people – catch them doing something good

• Watch the body language of others

• Be present with whomever you are with – give them the gift of your attention

• Use your intuition to sense the social culture of your organization

• Pay attention to the EQ of others around you

Fiduciary Duty

the legal and ethical responsibility to act in the best interests of the

DUTY OF CARE

Make informed decisions with diligence and attention.

Attend meetings regularly.

Review and understand materials before voting.

Ask questions and seek expert advice when necessary.

Act with reasonable judgment as a prudent person would.

DUTY OF LOYALTY

Place the Association’s interests above personal or conflicting interests.

Avoid conflicts of interest

Disclose potential conflicts when they arise.

Refrain from using your position for personal gain.

Support decisions made by the board,

DUTY OF OBEDIENCE

Ensure the organization complies with laws, governing documents, and stated mission.

Know and follow the Association’s Laws and Policies. Make decisions that comply with the Association’s current Strategic Plan.

Ensure actions align with the mission and purpose of the association.

Abide by state and federal laws governing nonprofits.

Accountability

Officers are accountable to:

• The membership of the Association

• The Board of Directors

• State and federal authorities for compliance

Committee leadership is accountable to:

• The President of the Association

• Any others you report to, per your Policies & Procedures

• The membership of the Association

Confidentiality

Keep sensitive board discussions, member information, and organizational matters confidential, even after their term ends.

Ask yourself: is it in the best interests of the Association if I share this information?

When in doubt: keep your mouth shut.

Consequences of a Breach

Legal consequences for the Association (lawsuits, fines)

Damage to the Association’s reputation and trust.

Potential personal liability, depending on the severity of the breach.

WHY ROBERT’S RULES?

Structure: Provides a roadmap for how to run a meeting, from starting and ending to presenting ideas and making decisions.

Fairness: Helps ensure that everyone gets to speak and that minority opinions are protected.

Order: Helps keep meetings on track and prevent them from going off - topic or becoming chaotic.

Efficiency: Helps make meetings more efficient by taking care of some of the "running" parts, like taking minutes.

Legally - binding decisions: Helps make decisions legally binding by clearly documenting them in the minutes.

BASICS OF ROBERT’S RULES

BASICS KEY ROLES

Chair: Facilitates the meeting and ensures rules are followed.

Members: Participate by making motions, debating, and voting.

Secretary (possibly Staff): Takes minutes (official record of the meeting).

Call meeting to order. Old business is concluded before new business is addresssed.

Motions are made to propose various actions during the meeting.

Debate rules include keeping communication respectful, one person speaks at a time, when called upon.

Voting by hand, voice, or ballot, requiring majority (50% + 1) or 2/3 vote.

Zappo’s Core Values

• Deliver WOW through service: Zappos is known for its customer service and delivering a WOW experience.

• Embrace and drive change: Zappos is open to change and driving it forward.

• Create fun and a little weirdness: Zappos encourages a fun and creative environment.

• Be adventurous, creative, and open-minded: Zappos encourages employees to be adventurous, creative, and open-minded.

• Pursue growth and learning: Zappos encourages employees to pursue growth and learning.

• Build open and honest relationships with communication: Zappos encourages employees to build open and honest relationships with communication.

• Build a positive team and family spirit: Zappos encourages employees to build a positive team and family spirit.

• Do more with less: Zappos encourages employees to do more with less.

• Be passionate and determined: Zappos encourages employees to be passionate and determined.

• Be humble: Zappos encourages employees to be humble.

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