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Training and Resources: President Elect Training Event

Training and Resources: President Elect Training Event

Affiliate President-Elect Training

2022 President Elect Training

Unfortunately due to the continued prevalence of COVID-19, we have made the difficult decision to switch our in-person training to a virtual training again this year. The training will take place over the course of four days via the WebEx platform. Our first session will be introductions of staff and all of you, as well as optional networking via breakout rooms. This will give us all a chance to test the platform, get to know each other, and become more comfortable as we enter into the training content.

All sessions will start at 1pm ET/12pm CT/11am MT/10am PT/9am AK/8am HI, and will last no more than 3 hours. Please mark your calendars for the following dates:

  • January 20
  • January 21 
  • January 27
  • January 28

I will be sending out invitations to all of the sessions through the WebEx platform today as well. Please note you will need to register. If you do not receive the emails to confirm your registration, you can use the link and session password included on the agenda to access the training. Please let me know if you have any issues.

As we get started, there are a few things I need from you. Please fill out this form to get me all the following information: https://forms.gle/2KnCCscz6Jjo528U7. We are asking you to submit a headshot of yourself (does not need to be professional - any close up of you will do!) and a picture of your favorite treat when you are stressed and need a break. These will be used to help introduce us to each other.

During the training we have time set aside for two best practices on specific topics: Event planning - virtual or in person and Member communications and affiliate branding. Please work with your board to see if you would like to submit one of yours. Please note the person who presents can be anyone within your affiliate who is most appropriate - it does not have to be you!

Last but not least, we will have a presentation by Academy President Elect Ellen Shanley. We would like you to submit any questions you have for her. We will work to include as many questions as possible in the time allotted.

Please fill out this form to: https://forms.gle/2KnCCscz6Jjo528U7

  • Submit your headshot
  • Submit a picture your favorite treat when you are stressed and need a break
  • Submit a best practice your affiliate has
  • Submit questions you have for Academy President Elect Ellen Shanley

Meeting Materials

Recording for pre-training: Leveraging the Training to Set Goals
(Examples of Brainstorming Techniques from the training)

Breakout Room Discussion Questions
To be used during the training - help facilitate and guide conversation in breakout rooms

Brainstorming Worksheets
Action plan to be used to help determine your final goals for next year. 
Other sheets to be used after each presentation to organize your thoughts and tie the content to your affiliate's situation

Agenda (click to download):

Thursday, January 20, 2022

Start Time: 1pm ET/12pm CT/11am MT/10am PT/9am AK/8am HI

0:00 – 0:20

Welcome and Overview
Carrie Kiley, MBA

0:20 – 0:30

Staff Introductions
Diane Enos, MPH, RDN, FAND
Amy Biedenharn, CAE
Carrie Kiley, MBA
Rachel Kelleher
Sarah Gallant, CMP, DES
Maya Arcilla

0:30 – 1:00

Academy President Elect Welcome and Q&A
Ellen R. Shanley, MBA, RD, CDN, FAND

1:00 – 1:45

Affiliate Operations
Carrie Kiley, MBA
Gain an understanding of the operational side of leading an affiliate to use with your board to ensure proper governance. After this session, you will be able to apply business practices and understand the legal responsibilities of serving as a board member.

1:45 – 2:45

Affiliate President Elect Introductions
Amy Biedenharn, CAE

2:45 – 3:00

Wrap Up and Looking Forward
Carrie Kiley, MBA

3:00 – 3:30

Optional Networking
Rachel Kelleher

Friday, January 21, 2022

Start Time: 1pm ET/12pm CT/11am MT/10am PT/9am AK/8am HI

0:00 – 0:10

Welcome and Check In
Carrie Kiley, MBA

0:10 – 0:40

Strategic Planning and Annual Planning
Carrie Kiley, MBA
Get an overview of complete strategic planning including environmental and organizational scans, developing effective surveys, interviews, and focus groups, and creating strategic plan goals. From there we will talk about incorporating your strategic plan into your annual planning to ensure daily activities are contributing to your larger, long term goals.

0:40 – 1:10

Breakout Group Discussion
Affiliates of similar sizes

1:10 – 1:40

Volunteer Communication and Support
Rachel Kelleher
Finding and keeping volunteers can be the biggest challenge for affiliates. This session will focus on the skills necessary for training, motivating, and retaining your volunteers.

1:40 – 2:05

Breakout Group Discussion
Affiliates of similar sizes

2:05 – 2:25

Event Planning in Today’s World
Sarah Gallant, CMP, DES
In today’s virtual world events have changed. Walk through best practices for both in person and virtual events and how to plan them successfully for your affiliate.

2:25 – 2:55

Affiliate Best Practice
TBD

2:55 – 3:00

Wrap Up and Looking Forward
Carrie Kiley, MBA

Thursday, January 27, 2021

Start Time: 1pm ET/12pm CT/11am MT/10am PT/9am AK/8am HI

0:00 – 0:05

Welcome and Check In
Carrie Kiley, MBA

0:05 – 0:35

Program of Work (POW), Budgeting, and Fiscal Controls
Carrie Kiley, MBA
Learn how to use your past actual costs coupled with planning future programs based on your strategic plan to ensure your affiliate keeps moving forward. Use this session along with our session on goal setting to create a realistic and future forward budget to expand benefits to your members in a responsible manner.

0:35 – 0:55

Breakout Group Discussion
Similar Geographic Region

0:55 – 1:35

Understanding Copyright and Contracts
Rachel Kelleher
Learn the basics of requests for proposals (RFPs), reviewing contracts, and creating agreements. Also learn about copyright (writing, photographs, charts, and graphs) and how to ensure your affiliate is protected from copyright infringement claims.

1:35 – 1:55

Breakout Group Discussion
Similar Geographic Region

1:55 – 2:15

Member Communications – Branding, Consistency, and Social Media
Amy Biedenharn, CAE
Member communication is important for engaging members. This session walks through the project management of various communication, importance of branding and consistency in helping break through the clutter of today’s digital world.

2:15 – 2:35

Affiliate Best Practice
TBD

2:35 – 2:55

Breakout Group Discussion
Similar Geographic Region

2:55 – 3:00

Wrap Up and Looking Forward
Carrie Kiley, MBA

3:00 – 3:30

Optional Networking
Sarah Gallant, CMP, DES

Friday, January 28, 2021

Start Time: 1pm ET/12pm CT/11am MT/10am PT/9am AK/8am HI

0:00 – 0:05

Welcome and Check In
Carrie Kiley, MBA

0:05 – 0:50

Academy CEU and FNCE Overview
Diane Enos, MPH, RDN, FAND
Hear from the Academy’s Chief Learning Officer Diane Enos, MPH, RDN, FAND on how the Academy leverages CEU data from CDR to plan what educational items to develop for Academy members. Gain insights into how the Academy plans FNCE© and considerations your affiliate can also take into account when planning your annual conference.

0:50 – 1:20

Data Driven Decision Making
Amy Biedenharn, CAE
Gain an understanding on how to collect and leverage data within your organization. After this session you will be able to empower your board to make decisions and changes based on current trends and member feedback.

1:20 – 1:40

Breakout Group Discussion
Random Assignment

1:40 – 2:10

Succession Planning for Success
Rachel Kelleher
Volunteer and staff turnover happens, but you can be prepared. Delve into best practice development and documentation, resource sharing, and effective transitioning techniques for both volunteers and paid staff.

2:10 – 2:30

Breakout Group Discussion
Random Assignment

2:30 – 2:45

Pulling it All Together
Carrie Kiley, MBA
We’ll take a few moments to review prioritization and goal setting as you work through the ideas you generated throughout the training.

2:45 – 3:00

Town Hall – Open Q&A with Staff

 

2021 President Elect Training

Unfortunately due to the continued uncertainty around COVID-19 and travel, we have made the difficult decision to switch our in person training to a virtual training which will take place over the course of five days via the WebEx Trainings platform.

Platform: WebEx Training

Registration: Note you must pre-register for all sessions
Session Password: a7Ypk72rM53

Start Time by Time Zone: 3pm Eastern; 2pm Central; 1pm Mountain; 12pm Pacific; 11am Alaska; 10am Hawaii

Training Materials
Directories:
Idea Organization:
 
Breakout Group Discussion Sheets:

Agenda: Click the links below for slides and recordings.

Friday, December 18, 2020

Start Time: 3pm ET/2pm CT/1pm MT/12pm PT/11am AK/9am HI

0:00 – 0:10

Introduction of Staff

  • Carrie Kiley, MBA – Senior Manager, Affiliate Leader Relations
  • Rachel Kelleher– Affiliate Manager
  • Bill Stanton – Affiliate Manager
  • Maya Arcilla – Affiliate Coordinator
  • Amy Biedenharn, CAE – Director, DPG/MIG/Affiliate Relations
  • Diane Enos, MPH, RDN, FAND – Chief Learning Officer

0:10 – 0:20

Overview of Training Structure

0:20 – 0:30

Tutorial of the Platform

0:30 – 1:30

President Elect Introductions

1:30 – 2:00

Breakout Room Networking

Thursday, January 14, 2021

Start Time: 3pm ET/2pm CT/1pm MT/12pm PT/11am AK/10am HI

0:00 – 0:15

Welcome and Overview
Carrie Kiley, MBA
Slides   |   Recording

0:15 – 0:35

Academy President Elect Interview
Kevin Sauer, PhD, RDN, LD, FAND
Recording

0:35 – 1:20

Academy Operations
Carrie Kiley, MBA and Rachel Kelleher
Gain an understanding of the operational side of leading an affiliate to use with your board to ensure proper governance. After this session, you will be able to apply business practices and understand the legal responsibilities of serving as a board member.
Slides   |   Recording

1:20 – 1:40

Breakout Group Discussion
Regions of the country

1:40 – 2:10

Affiliate Best Practice
Christy Davis, MS, RD, LDN - Tennessee
Slides   |   Recording

2:10 – 2:30

Leveraging the Training to Set Goals
Carrie Kiley, MBA and Bill Stanton
Learn how to use the information gained during the training to determine your affiliate’s priorities and draft potential short, mid, and long term goals. After the training take the resources from the Academy and work with your board to set your priorities
Slides   |   Recording

2:30 – 2:45

Wrap Up

Friday, January 15, 2021

Start Time: 3pm ET/2pm CT/1pm MT/12pm PT/11am AK/10am HI

0:00 – 0:20

Affiliate Best Practice
Tara Wind, MS, RDN, LDN and Liz Hurley Raynor, MS, RD, LDN, CSCS - North Carolina
Slides   |   Recording

0:20 – 1:00

Managing Difficult Conversations
Amy Biedenharn, CAE and Bill Stanton
Volunteer led organizations face a unique challenge when it comes to handling differing viewpoints in respect to decision making. This session will focus on techniques you can bring back to help facilitate difficult conversations within your affiliate.
Slides   |   Recording

1:00 – 1:20

Breakout Group Discussion
Affiliates of similar sizes

1:20 – 1:50

Volunteer Structure and Support
Amy Biedenharn, CAE and Rachel Kelleher
Finding and keeping volunteers can be the biggest challenge for affiliates. This session will focus on the skills necessary for training, motivating, and retaining your volunteers.
Slides   |   Recording

1:50 – 2:20

Board and Volunteer Communications
Carrie Kiley, MBA and Bill Stanton
As the president of your affiliate, you are responsible for how the operations are executed. Takeaways from this session will be focused on the day to day tasks of running board meetings, setting expectations, and ensuring you are focusing on accomplishing your strategic plan as a board.
Slides   |   Recording (paired with above - starts at 31:00)

2:20 – 2:45

Breakout Group Discussion

2:45 – 3:00

Wrap Up

Thursday, January 21, 2021

Start Time: 3pm ET/2pm CT/1pm MT/12pm PT/11am AK/10am HI

0:00 – 0:20

Affiliate Best Practice
Becky Kerkenbush, MS, RD-AP, CSG, CD, FAND - Wisconsin
Slides   |   Recording

0:20 – 0:50

Volunteer and Staff Succession Planning
Carrie Kiley, MBA and Rachel Kelleher
This session will focus on how to ensure smooth transitions and setting your affiliate up for future success no matter who is in your various roles. From this session you will have a framework to bring back to your board to begin creating your own succession plans.
Slides   |   Recording

0:50 – 1:10

Breakout Group Discussion
Random Assignment

1:10 – 1:55

Academy CEU and FNCE Overview
Diane Enos, MPH, RDN, FAND
Hear from the Academy’s Chief Learning Officer Diane Enos, MPH, RDN, FAND on how the Academy leverages CEU data from CDR to plan what educational items to develop for Academy members. Gain insights into how the Academy plans FNCE© and considerations your affiliate can also take into account when planning your annual conference.
Slides   |   Recording

1:55 – 2:25

Data Driven Decision Making
Amy Biedenharn, CAE and Carrie Kiley, MBA
Gain an understanding on how to collect and leverage data within your organization. After this session you will be able to empower your board to make decisions and changes based on current trends and member feedback.
Slides   |   Recording

2:25 – 2:50

Breakout Group Discussion

2:50 – 3:00

Wrap Up

Friday, January 22, 2021

Start Time: 3pm ET/2pm CT/1pm MT/12pm PT/11am AK/10am HI

0:00 – 0:30

Program of Work (POW), Budgeting, and Fiscal Controls
Carrie Kiley, MBA and Rachel Kelleher
Learn how to use your past actual costs coupled with planning future programs based on your strategic plan to ensure your affiliate keeps moving forward. Use this session along with our session on goal setting to create a realistic and future forward budget to expand benefits to your members in a responsible manner.
Slides   |   Recordings

0:20 – 0:50

Breakout Group Discussion

0:50 – 1:35

Understanding Copyright and Contracts
Amy Biedenharn, CAE and Bill Stanton
Learn the basics of requests for proposals (RFPs), reviewing contracts, and creating agreements. Also learn about copyright (writing, photographs, charts, and graphs) and how to ensure your affiliate is protected from copyright infringement claims.
Slides   |   Recording

1:35 – 2:05

Breakout Group Discussion

2:05 – 2:25

Pulling it All Together
Carrie Kiley, MBA
We’ll take a few moments to review prioritization and goal setting as you work through the ideas you generated throughout the training.
Slides   |   Recording

2:25 – 2:45

Town Hall – Open Q&A with Staff (recording included in Pulling it all Together)