GILBERT LEADERSHIP ISSUE DAY LESSONS LEARNED Issue Day: Leadership and Community Development Date: October 18, 2013 Facilitators: (name, email and/or phone) Candy Body, Board Developer, candy@boarddeveloper.com, Gilbert Leadership Board Member and Alumni, Class XX Bob Steiger, SRP, bob.steiger@srpnet.com, Gilbert Leadership Board Member and Alumni, Class XIX Joe Shelley, Mesa Police Department, jshelley8722@gmail.com, Gilbert Leadership Board Member and Alumni, Class XIX Jackie Terry, ASU College of Technology and Innovation (Polytechnic Campus), jackie.terry@asu.edu Gilbert Leadership Alumni, Class XXI Tracey Groy, THE Original Basket Boutique, traceygroy@cox.net, Gilbert Leadership Alumni, Class XXI Jen Hewitt, Valley of the Sun YMCA, jhewitt@vosymca.org, Gilbert Leadership Alumni, Class XXI Facilitators Responsibilities: (creating agenda, reserving food, location, etc) Including suggested timeframes would be helpful Timeframes: Facility, Meal, and Speaker research/ask were all initiated at least one month prior to Issue Day and final confirmation obtained 2-3 weeks before Issue Day. The first team meeting was held six weeks before the Issue Day, then at two week intervals in person, with e-mail communication weekly. Set-up and audio/visual checks were done the afternoon before the Issue Day to ensure that we were “good to go” on the day of. Candy – Point person for oversight, coordinated meetings, created Agendas, contacted speakers, secured lunch from Dragon Wok, created team task list, coordinated presentations, sent thank yous after the event, and completed GL CheckList and Lessons Learned documents. Bob – Assisted with planning, day-before set-up, and day-of emceeing Joe – Assisted with planning, coordinating snacks (picking up from Adrianne), and day-of greeting, emceeing, lunch/snack set-up, and facilitated end-of-day class project discussion. Joe also provided the draft and final Agenda to the Board (in Candy’s absence). Tracey –Assisted with planning, solicited/coordinated donated continental breakfast from Kneaders, day-before set-up, and day-of breakfast/lunch set-up, facilitated end-of-day class project discussion with Joe Jennifer – Assisted with planning Please email completed form to Adrianne@gilbertchamber.com GILBERT LEADERSHIP ISSUE DAY LESSONS LEARNED Jackie – Assisted with planning, took charge of finding location and making initial arrangement, and daybefore set-up Note: All facilitators were also assigned a small group for the Board Exercise. Please provide information about what went well (pluses) and what needed improvement (deltas) in the following areas: Any Sponsors (separate from program sponsors)for this issue day? If yes, company name and contact information Kneaders: Donated continental breakfast. 5155 East Baseline Road, Gilbert, AZ 85234, (480) 420-2565 Dragon Wok: Lunch was not donated, but discounted at $7 per person. Contacts are Lola and Sam, Dragon Wok, 727 W Ray Rd # B1 Gilbert, AZ 85233, (480) 782-6889 Facilities: (complete for each location) 1. Location: Arizona Farm Bureau, 325 S Higley Rd #200, Gilbert, AZ 85296 2. Contact Information: Paul Brierley, Director of Organization, (480) 635-3612, paulbrierley@azfb.org 3. Plus: Good meeting room space, complete with projection/screen. Paul was easy to work with and very hospital. Provided Paul 10 minutes to discuss what the Farm Bureau does, and it fit well with our topic. 4. Delta: n/a Speakers: (complete for each speaker) Wally Delecki 1. Contact Information (name, email and/or phone) Wally Delecki, wdelecki@aol.com 2. Plus: Engaging and provided the “wow” factor. His topic was Leader vs. Manager; Facilitation/Public Speaking Techniques; Qualities of a Leader – Chapter One 3. Delta: n/a Candy Body 1. Contact Information (name, email and/or phone) Candy Body, candy@boarddeveloper.com 2. Plus: Each classmate was provided a DISC assessment and personalized profile. Her topic was DISC Communication Styles and Adaptation Principles for Effective Leadership 3. Delta: n/a Please email completed form to Adrianne@gilbertchamber.com GILBERT LEADERSHIP ISSUE DAY LESSONS LEARNED Les Presmyk 1. Contact Information (name, email and/or phone) Les Presmyk, les.presmyk@srpnet.com 2. Plus: Did very well keeping the class engaged while communicating the necessary, less exciting basics every leader should know. His topic was Parliamentary Procedure & How to Run Effective Meetings 3. Delta: n/a Vice Mayor Ben Cooper 1. Contact Information (name, email and/or phone) Ben Cooper, ben@cooperaz.com 2. Plus: Great overview of where Gilbert has come from to current day to where it is projected to grow. His topic was Community Development in Gilbert 3. Delta: He could have used an additional 10-15 minutes for Q&A Jim Hayden 4. Contact Information (name, email and/or phone) Jim Hayden, jim@boarddeveloper.com 5. Plus: Combined presentation with board exercise that was conducted in small groups of 5-6. Tied the focus of the exercise with the DISC styles learned earlier in placing and recognizing leadership in committee/board roles. His topic was TOUCH Leadership Principle; Roles on Boards and Committees 6. Delta: n/a Tours: (complete for each tour) 1. 2. 3. 4. Location n/a Contact Information (name, email and/or phone) Plus: Delta: Budget: 1. Budget for Issue Day: Total $579 - $215 for Dragon Wok ($7 x 30) + $364 (28 class DISC assessments provided at cost $13 ea) 2. Any suggestions Lessons learned to help the next facilitator? What worked very well with our team was starting early and communicating often. We had three inperson meetings and continued communication via e-mail and phone. Assignments were made at the first meeting to distribute the workload. Please email completed form to Adrianne@gilbertchamber.com