Chapter Leader Transition:
The First 100 Days
Originally presented by Fred Abood, Dennis Jones & Cindy Mottle at the 2008 National Leadership
Conference. Adapted by Cindy Mottlel.
Possible Uses
• Have outgoing chapter leader present this information, adding
comments about each task.
• Read through on your own, keeping track of questions to ask
the outgoing chapter leader or the national SCORE office.
• Present this information to potential future leaders so that
they have a better understanding of the responsibility involved.
“…this nation should commit
itself to achieving
the goal,to Mid-August
Election
before this decade is out, of
landing a man on the moon
and returning him safely to
the earth.”
- John F. Kennedy
CHAPTER CHAIR
LEADERSHIP TRANSITION
“I have a dream that one day
nation will rise up and
Election tothis
Mid-August
live out the true meaning of
its creed: ‘We hold these
truths to be self-evident: that
all men are created equal.’”
- Martin Luther King
CHAPTER CHAIR
“We will offer
LEADERSHIP TRANSITION
the most
workshops in the
district.”
“Our chapter
will increase
diversity to
match the local
population.”
“We will become
Chapter of the Year.”
“Every mentor
in the chapter
will become
certified.”
CHAPTER CHAIR
LEADERSHIP TRANSITION
What is
your
vision
Election to Mid-August
for the chapter?
A vision concentrates on the future; it is a
source of inspiration; it provides clear
decision-making criteria.
CHAPTER CHAIR
LEADERSHIP TRANSITION
Features of an Effective
Election Vision:
to Mid-August
• Paint a vivid and clear picture, not ambiguous
• Describe a bright future
• Realistic, achievable
• Alignment with organizational values and culture
• Include a deadline if possible
CHAPTER CHAIR
LEADERSHIP TRANSITION
Election to Mid-August
May
April
March
February
January
December
November
October
September
August
July
June
Election to Mid-August
CHAPTER CHAIR
LEADERSHIP TRANSITION
• Review chapter business plan, budget, goals and
metrics
• Register to attend the National Leadership
Conference (look for an email with registration
information)
• Become familiar with the activities and plans of all
committees
• Appoint new committee members, if needed
May
April
March
February
January
December
November
October
September
August
July
June
Election to Mid-August
CHAPTER CHAIR
LEADERSHIP TRANSITION
• Meet with key players & complete the Chapter
Leader Orientation
• Check the SCORE On-Site Review (Form 16); Start
preparations if review is scheduled for the
upcoming fiscal year
• Check to make sure the chapter is still meeting the
Minimum Standards
May
April
March
February
January
December
November
October
September
August
July
June
Election to Mid-August
CHAPTER CHAIR
LEADERSHIP TRANSITION
Election
to Mid-August
• Review
the chapter’s
status with alliance partners;
Design expansion plan for the chapter
• Review any national changes to forms, processes, or
policies by visiting the Volunteer Services page of
the Volunteer Center
• Start review of the chapter by-laws to ensure they
reflect chapter realities; by-laws should be sent with
the Form 3 at the end of September
CHAPTER CHAIR
LEADERSHIP TRANSITION
Mid-August to October
May
April
CHAPTER CHAIR
Mid-August
to
October
LEADERSHIP TRANSITION
March
February
January
December
November
October
September
August
July
June
• Submit budget and business plan to district leader
to get approval
• Plan smooth transition of leadership
May
April
CHAPTER CHAIR
Mid-August
to
October
LEADERSHIP TRANSITION
March
February
January
December
November
October
September
August
July
June
• Meet alliance partners …
SBA, SBDC, CofC.
• Review submitted Form 14s … deadline is early
October (check Chapter Leader checklist for details)
• Work with current chair on completing the Form
3…deadline is mid-October (the form will state the
exact deadline for this year)
May
April
CHAPTER CHAIR
Mid-August
to
October
LEADERSHIP TRANSITION
March
February
January
December
November
October
September
August
July
June
• Hold a meeting or retreat with old/new
leadership/others to develop goals.
• Complete chapter goals submit to district leader
by the end of August
May
April
March
February
January
CHAPTER CHAIR
Mid-August
to
October
LEADERSHIP TRANSITION
A Goal …
The purpose toward which an endeavor is
directed; an end; an objective.
December
November
October
September
August
July
June
If you don’t know where
you are going, you’re
likely to end up
somewhere else.
May
April
CHAPTER CHAIR
Mid-August
to
October
LEADERSHIP TRANSITION
March
February
January
December
Features of Effective Goal Setting
• Specific, measurable and time targeted objectives.
November
October
September
August
July
June
• Tangible and realistic.
• Goal setting requires motivation.
• Build in feedback.
CHAPTER CHAIR
LEADERSHIP TRANSITION
Once You Are Chapter
Leader
May
April
CHAPTER
CHAIR
Once
You
Are
Chapter
Leader
LEADERSHIP TRANSITION
March
February
January
December
For guidance on the remainder of the year, make
sure you complete the Chapter Leader
Orientation
[insert URL]
November
October
September
August
July
June
And review the Chapter Leader Checklist [link to
document or VC page]
May
April
CHAPTER
CHAIR
Once
You
Are
Chapter
Leader
LEADERSHIP TRANSITION
March
February
January
December
November
October
September
August
July
June
Prepare Form 3. Revise WebIt to reflect current
officer positions.
Hold first ExCom and committee meetings.
Review bank documents, financials w/ Treasurer.
Audit / change roster.
May
April
CHAPTER
CHAIR
Once
You
Are
Chapter
Leader
LEADERSHIP TRANSITION
March
February
January
December
November
October
September
August
July
June
• Start reaffirmation process for Code of Ethics.
• Review new Daily Desktop Guide.
• First chapter meeting … recognize past
leadership.
• Meet with DD for goal review, priorities, last
On-Site review.
May
April
CHAPTER
CHAIR
Once
You
Are
Chapter
Leader
LEADERSHIP TRANSITION
March
February
January
December
November
October
Leadership …
Can be defined as one's ability to get others to
willingly follow.
You can’t do it alone …
delegate … ask for help.
September
August
July
June
It’s about LEADERSHIP …
you can make it happen.
CHAPTER CHAIR
LEADERSHIP TRANSITION
Thanks so much for
taking
on this most
important job.