A Potpourri of Useful(?) Information 22 February 2003 David A. Conner, Ph.D., P.E.
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Transcript of A Potpourri of Useful(?) Information 22 February 2003 David A. Conner, Ph.D., P.E.
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Credits
Presentations by Dr. Raymond Findlay, IEEE 2002 President
Presentation by Tracy Hawkins, IEEEStaff (Manager of Section/Chapter Support)
IEEE Web Site
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OVERVIEW IEEE: The Organization
Regional Activities; Technical Activities Section/Region Leadership Section/Region Management Knowledge and Knowledge Sources Issues
Finance; Reporting; Structure; Legal Possible Initiatives
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IEEE: THE ORGANIZATIONMembers
IEEE Assembly (Delegates)IEEE Board of Directors
IEEE Executive CommitteeIEEE Educational Activities Board (EAB)IEEE Publication, Service, and Products
BoardIEEE Regional Activities Board (RAB)IEEE Standards AssociationIEEE Technical Activities Board (TAB)IEEE-USA
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REGIONAL ACTIVITIESIEEE Regional Activities Board (RAB)
Board CommitteesRegions 1-10 (Geographic Subdivisions)Region Committees; Region Areas#;
SectionsCouncils#; Section Committees;Sub-Sections; Student Branches;Chapters*; Affinity Groups such as GOLD, WIE, Consultant’s Network
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TECHNICAL ACTIVITIES
IEEE Technical Activities Board (TAB)
Board CommitteesDivisions I-XSocieties (Technical Subdivisions)
Chapters*
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SECTION/REGION LEADERSHIP
A leader must have vision. A leader must set specific goals. A leader must be passionate. A leader must have integrity.
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SECTION/REGION LEADERSHIP
A leader must be willing to take risks.
A leader must be dedicated.
A leader must be charismatic.
A leader must be a good listener.
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SECTION/REGION MANAGEMENT
Make changes in an orderly fashion Keep your team motivated Ensure that each member of your
team understands the goals of the team
Ensure that each member of your team knows his/her responsibility
Monitor team progress
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SECTION/REGION MANAGEMENT
Assist each member of your team in developing leadership skills that will allow the person to replace you
Willingly seek advice from your predecessors
Remember that your team is composed of volunteers and not employees
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SECTION/REGION MANAGEMENT ISSUES
Organizational Structure
Size
Constituency Representation
“Process” for Succession of Duties
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KNOWLEDGE AND KNOWLEDGE SOURCES
Principle: “Half of knowledge is to know where to find it”
Source #1: IEEE Web Site’s Site Map http://www.ieee.org/web/sitemap/
Source #2: Tracy Hawkins, IEEE’s Manager of Section/Chapter Support
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FINANCIAL ISSUES Rebates – File Your Annual Financial
Reports (L-50) in Early January Section Support via Regions (SSVR)
– Check with Your Region Delegate/Director for Funds at His Discretion
Conference Income – Consider Partnering with a Society to Host One of Their Conferences
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FINANCIAL ISSUES Society Assistance for Chapters –
Check Out Appropriate Societies for Informationhttp://www.ieee.org/chapters
Donations – Be Careful to Follow All IEEE Guidelines and PoliciesWhen Acquiring Donations and Do Not Make a Donation Without IEEE Board Approval
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FINANCIAL ISSUES
Contracts – Be Careful to Follow All IEEE Guidelines and Policies
(An Area of Extremely High Visibility, Control, and Auditing)
Special Project Funding – Be Innovative in Developing Pilot Projects and Obtaining Matching
Funds from Region, RAB, EAB, Societies, and IEEE Foundation
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FINANCIAL ISSUESExamples:
K-12 Education (Section)Consultant Networks (Section)Legislative Network (Council)Awards ManualElectronic Industry Technical
DatabaseOfficer Training ManualIndustry Communications
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FINANCIAL EXPENDITURE AREAS
IEEE-Sponsored Activities Member Communications Administrative Expenses Travel Expenses Student Branch Support Recognition Supplies
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REPORTING ISSUESNOTE: Section/Region Years MUST BE
the Calendar Year!!! Officer Notification (in December by
Secretary) L-31, Meeting Reporting Form (in
Early January by Out-Going Secretary)
L-50, Finance Reporting Form (in Early January by Out-Going
Treasurer)
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LEGAL STRUCTURE 1. New York Laws on Incorporation 2. IEEE Certificate of Incorporation 3. IEEE Constitution (Member-
Adopted Bylaws) 4. IEEE Bylaws (Board of Director-
Adopted Bylaws) 5. IEEE Policies and Procedures 6. RAB Bylaws 7. RAB Policies and Procedures
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LEGAL STRUCTURE
8. Region 2 Bylaws 9. Region 2 Policies and Procedures10. Section Bylaws11. Section Policies and Procedures12. Council/Sub-Section/Chapter*/
Branch Bylaws13. Council/Sub-Section/Chapter*/
Branch Policies and Procedures
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LEGAL STRUCTURENOTE: At Any Level, After Policies
and Procedures …
Custom and Practice
Robert’s Rules of Order (the last “frontier”)
Example: Friendly Amendment
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SPECIAL AREAS OF LEGAL CONCERN
Finances (Maintain a Clear Audit Trail)
Bank/Savings Accounts Non-IEEE Investment Accounts (A
No-No!!!) Donations Contracts Bylaws Policies and Procedures
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POSSIBLE REGION INITIATIVE
Review Assignment of Duties Between the Region Delegate/Director and the Region Delegate/Director-Elect (Region 3: the Delegate/Director Handles Institute-Level Duties and Delegate/Director-Elect Runs the Region)
Ask if Any Areas Need to Be Councils
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INITIATIVES AT ALL LEVELS
Make Use of Past Chairs at All Levels1. Long-Range Planning (Vision)2. Strategic Planning (Goal Setting)
3. Mentoring4. Special Committees/Assignments5. Special Recognition Ceremonies
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SECTION INITIATIVES
Develop Unique Programs Meeting Specific Needs1. Speaker Program for StudentBranches2. Mentoring Program for High
School Students ConsideringEngineering as a College Major
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SECTION INITIATIVES 3. Web Site Listing Open
Engineering Positions in Area 4. Speaker Exchange Program
with Other Sections 5. K-12 Career Day Speakers 6. Mentors for GOLD Members 7. Work with Other Sections to
Develop a Chapters’ Speaker’s Program
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SUMMARY IEEE: The Organization
Regional Activities; Technical Activities Section/Region Leadership Section/Region Management Knowledge and Knowledge Sources Issues
Finance; Reporting; Structure; Legal Possible Initiatives
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QUESTIONS (?)and
COMMENTS (!)