The Dead President's Society: Chapter Succession Planning

Course Code:Course Code:As a courtesy to other participants, As a courtesy to other participants,

please turn cell phones and pagers to silent modeplease turn cell phones and pagers to silent mode

Thank YouThank You

Objectives

At the end of the session the participant will:At the end of the session the participant will:

1. Describe the concept of succession planning.1. Describe the concept of succession planning.

2. Discuss relevancy of incorporating succession 2. Discuss relevancy of incorporating succession planning into chapter strategic planningplanning into chapter strategic planning

3. Explore opportunities for hardwiring succession 3. Explore opportunities for hardwiring succession planning activities into chapter operations.planning activities into chapter operations.

Succession Planning

Succession planning is a Succession planning is a process whereby your chapter process whereby your chapter ensures that members are ensures that members are recruited and developed to fill recruited and developed to fill each key role within the each key role within the chapter.chapter.

Succession Planning should…..

Recruit new membersRecruit new members Retain current membersRetain current members Develop skill setsDevelop skill sets Role model leadership competenciesRole model leadership competencies

AACN Leadership Competencies Self-Leadership:Self-Leadership: to assess, manage and develop yourself in to assess, manage and develop yourself in

order to preserve and optimize relationships and add value to order to preserve and optimize relationships and add value to the outcomes of one’s organization. the outcomes of one’s organization.

Global Thinking:Global Thinking: to think beyond your current role and to think beyond your current role and practice and apply new perspectives that will improve and practice and apply new perspectives that will improve and optimize your role and practice.optimize your role and practice.

Consensus Building:Consensus Building: to achieve practical consensus within to achieve practical consensus within groups to promote strong teamwork and garner commitment groups to promote strong teamwork and garner commitment and participation of others to achieve solutions and effect and participation of others to achieve solutions and effect positive change. positive change.

Delivering Effective Messages:Delivering Effective Messages: to deliver effective messages to deliver effective messages in order to motivate others to thought and action. in order to motivate others to thought and action.

Knowing and Committing to AACN:Knowing and Committing to AACN: to demonstrate to demonstrate knowledge and commitment to the mission, values and work of knowledge and commitment to the mission, values and work of AACN in order to optimize outcomes for nurses and patients AACN in order to optimize outcomes for nurses and patients and their families.and their families.

So what are the obstacles to good succession planning? Competing obligations, time, resourcesCompeting obligations, time, resources Not enough of you to go around…leaders Not enough of you to go around…leaders

wearing multiple hatswearing multiple hats Recycling of chapter leadersRecycling of chapter leaders The hidden agenda – in our work life we The hidden agenda – in our work life we

may actually be competitors which can lead may actually be competitors which can lead to an atmosphere of distrust amongst to an atmosphere of distrust amongst members of the chapter and/or chapter members of the chapter and/or chapter leadersleaders

Lack of forethoughtLack of forethought

Hardwiring Quint Studer of the The Studer GroupQuint Studer of the The Studer Group Creating a Culture of Service and Creating a Culture of Service and

Operational Excellence that drivesOperational Excellence that drives results results

HardwireHardwire::The process by which a chapter integrates The process by which a chapter integrates actions and beliefs into the routine actions and beliefs into the routine operations to ensure it becomes a habit and operations to ensure it becomes a habit and is doneis done

Best way to hardwire…..chapter calendarBest way to hardwire…..chapter calendar. . 

Hardwiring Calendar Recruitment Recruitment

Membership driveMembership drive Visits to schools of nursing or hospitals Visits to schools of nursing or hospitals

RetentionRetention Educational programsEducational programs Taste of NTI – members that attend speak at the next chapter Taste of NTI – members that attend speak at the next chapter

meeting….bring back pictures, poster of what they learned, or give-meeting….bring back pictures, poster of what they learned, or give-aways from exhibit hallaways from exhibit hall

Recognition of member achievement – CCRN Luncheon, Circle of Recognition of member achievement – CCRN Luncheon, Circle of excellence awards for your communityexcellence awards for your community

Professional DevelopmentProfessional Development Support chapter leaders to attend Leadership workshopSupport chapter leaders to attend Leadership workshop

Role modelRole model Coaching and mentoring timeCoaching and mentoring time

July 2007SunSun MonMon TuesTues WedWed ThurThur FriFri SatSat

11 22

33 44 55 66 77 88 99

1010 1111 1212 1313 1414 1515 1616

1717 1818 1919 2020 2121 2222 2323

2424

3131

2525 2626 2727 2828 2929 3030

Strategic Planning

AA systematic methodology to plan future Chapter systematic methodology to plan future Chapter activities…activities… Establish a 1-3 year vision for the chapterEstablish a 1-3 year vision for the chapter Evaluate previous activitiesEvaluate previous activities Plan ProgramsPlan Programs Meet needs of the Membership Meet needs of the Membership Analyze function of the chapter operationsAnalyze function of the chapter operations Identify resources and how they will be usedIdentify resources and how they will be used

Strategic Planning Process:

Assessment: Collect some information before your Assessment: Collect some information before your meeting:meeting: Understand your demographics of your membersUnderstand your demographics of your members Copy of financial expenditures from last yearCopy of financial expenditures from last year Survey members of your chapterSurvey members of your chapter AACN ResourcesAACN Resources

WWW.AACN.ORG/ChaptersWWW.AACN.ORG/Chaptershttp://http://

health.groups.yahoo.com/group/aacnchapterlishealth.groups.yahoo.com/group/aacnchapterlistservtserv//

Chapter Advisor for your RegionChapter Advisor for your Region

Strategic Planning Process:Assessment of Chapter

Prepare for your strategic planning meetingPrepare for your strategic planning meeting AgendaAgenda ActivitiesActivities RefreshmentsRefreshments A place: free of distractions, pleasant, A place: free of distractions, pleasant,

comfortablecomfortableA homeA homeCommunity meeting place: library, schoolCommunity meeting place: library, schoolHotel conference roomHotel conference roomAvoid a hospital meeting room unless offsiteAvoid a hospital meeting room unless offsite

Strategic Planning Process

Get key players togetherGet key players together Communicate ahead of timeCommunicate ahead of time get commitment to participateget commitment to participate Time frameTime frame Agenda with time limitsAgenda with time limits Establish ground rulesEstablish ground rules Commit to working and having funCommit to working and having fun

Strategic Planning Ice breakers –Ice breakers –

Dinner Party – Dinner Party – Starfish story –Starfish story –

Strategic Planning Process:Select a tool/ method SWOT Analysis - brainstorming technique to generate a SWOT Analysis - brainstorming technique to generate a

list to identify:list to identify: SStrengths of your chapter/community/memberstrengths of your chapter/community/members WWeaknesses eaknesses OOpportunities – programs, growth, activitiespportunities – programs, growth, activities TThreats – what could prevent accomplishmentshreats – what could prevent accomplishments

GAP Analysis GAP Analysis how far is chapter from goalhow far is chapter from goal What actions steps are necessary to reach goal?What actions steps are necessary to reach goal?

Gap AnalysisTypeType ItemItem Is there a Is there a

gap?gap?

Y/NY/N

Why is this important? Why is this important? What’s your evidence What’s your evidence to support making it a to support making it a priority?priority?

OpportunitOpportunityy

Chapter Chapter recognizes recognizes member member accomplishmentsaccomplishments

YY Chapter best practice Chapter best practice initiative identified from initiative identified from LDW @ NTILDW @ NTI

ThreatThreat Decreasing Decreasing chapter chapter membershipmembership

YY Survey of nurses identified Survey of nurses identified that people want to join but that people want to join but don’t know what your don’t know what your chapter is doingchapter is doing

WeaknessWeakness Made the “not in Made the “not in good standing good standing list” last yearlist” last year

YY Last President had to submit Last President had to submit reports late in order to reports late in order to attend LDW at NTI attend LDW at NTI

Strategic Planning Process:Develop your plan Brainstorm action steps Brainstorm action steps Identify person responsibleIdentify person responsible Set Goals….think “SMART”Set Goals….think “SMART”

Strategic Planning Process:Creating S.M.A.R.T. GoalsCreating S.M.A.R.T. Goals

SSpecificpecific

MMeasurableeasurable

AAttainable (but consider ttainable (but consider stretch goals)stretch goals)

RRealisticealistic

TTime Frameime Frame

Increase chapter membership by 10% in 12 months. Offer a CCRN review course by January 2008. Coordinate fundraisers to raise $2,000 for NTI

scholarships by February 2008.

Gap Analysis Becomes Action planCriteria , Threat Criteria , Threat or Opportunity or Opportunity

ActionAction

StepsSteps

WhoWho Time FrameTime Frame

Demonstrates Demonstrates meaningful meaningful recognition of recognition of member member accomplishmentsaccomplishments

Certification Certification Luncheon Luncheon

Local Circle Local Circle of Awardsof Awards

Hospitality Hospitality ChairmanChairman

PresidentPresident

January 2008January 2008

April 2008April 2008

Remain in good Remain in good standing with standing with national AACNnational AACN

Financial Financial

MembershipMembership

New officer New officer listlist

TreasurerTreasurer

Membership Membership

ChairChair

PresidentPresident

11/ 15, 2/1511/ 15, 2/155/15, 8/ 155/15, 8/ 15

1/11/1

5/155/15

Strategic Planning Process:Implementation Make a commitment to implement your Make a commitment to implement your

planplan Periodically evaluate progressPeriodically evaluate progress

is the evaluation process hardwired into is the evaluation process hardwired into your chapter operations?your chapter operations?Ex: Make action plan review part of Ex: Make action plan review part of

each board agendaeach board agenda

"O' Captain, My Captain"….. Be the leader you wish to see How do your members and your institution How do your members and your institution

leaders view your chapter and chapter leaders view your chapter and chapter activities?activities? Do members believe that your activities are Do members believe that your activities are

relevant to their issues?relevant to their issues? Do you listen, are you visible, do you layer Do you listen, are you visible, do you layer

communication?communication? Does your chapter take on issues challenging Does your chapter take on issues challenging

institutions in your community? institutions in your community? Ask nurse leaders in your institutions and Ask nurse leaders in your institutions and

academic programs for their insightsacademic programs for their insights Communicate that you share common goalsCommunicate that you share common goals

"O' Captain, My Captain"….. Be the leader you wish to see

Do institutional leaders support you directly or Do institutional leaders support you directly or indirectly ….. Have you indirectly ….. Have you askedasked for that support? for that support?

Are institutional leaders members of your Are institutional leaders members of your chapter?chapter?

Let them know that you are trying to create Let them know that you are trying to create leadership skills for the next generation of nurse leadership skills for the next generation of nurse leadersleaders

If leaders reimburse for education fees, ask them If leaders reimburse for education fees, ask them to only sponsor at the member rateto only sponsor at the member rate

Recognized on Performance EvaluationsRecognized on Performance Evaluations Be patient….A ”No” today could be a “Yes” tomorrowBe patient….A ”No” today could be a “Yes” tomorrow

Is your chapter a Healthy Work Environment? Skilled communication True collaboration Effective decision making Appropriate staffing Meaningful recognition Authentic leadership

Role modeling leadership It's as easy as PIE

Chapter Success-ion Stories

Greater Phoenix Area ChapterGreater Phoenix Area Chapter Houston Gulf Coast ChapterHouston Gulf Coast Chapter Greater New Orleans ChapterGreater New Orleans Chapter Greater Birmingham ChapterGreater Birmingham Chapter Region 5Region 5 Three Rivers ChapterThree Rivers Chapter

Inspiring the next generation:Greater Phoenix Area Chapter

Sue Hurst RN MSN CCRN CNRN Their theme for 2006-2007:

Instilling hope and care in the next generation How they hardwire their theme into operations:

Theme is on their websiteTheme is on their website Formally mentor new Board members over 6 Formally mentor new Board members over 6

months so that they can learn their new roles months so that they can learn their new roles before stepping into their rolebefore stepping into their role

Engage nursing students in board meetings for Engage nursing students in board meetings for learning leadership skillslearning leadership skills

Banking on Success: Houston Gulf Coast Chapter

PointsPoints ActivityActivity

11 Attendance at chapter meeting

11 Attendance at Board Meeting

11 Attendance at committee meeting

5 5 Write article for newsletter

1010 Do an educational presentation

11 Recruit a member

5 5 CCRN/PCCN (one time)

1010 Officer or committee chairman

When recycling may be ok: Greater New Orleans Chapter

Problem…..Hurricane KatrinaProblem…..Hurricane Katrina Lost a lot of membersLost a lot of members Existing members really challenged with Existing members really challenged with

competing prioritiescompeting priorities Needed strong leadership to keep chapter goingNeeded strong leadership to keep chapter going

Solution…..Tap into previous leaders with great Solution…..Tap into previous leaders with great experience to handle the difficult transition periodexperience to handle the difficult transition period

Past President and past Chapter Advisor Liz Stevens Past President and past Chapter Advisor Liz Stevens RN BSN CCRN elected to the 2007-2008 RN BSN CCRN elected to the 2007-2008 PresidencyPresidency

Birmingham Chapter -Sharon Watson Chapter collaborated with Capstone College School of Nursing at Chapter collaborated with Capstone College School of Nursing at

University of Alabama through chapter member Dr. Angela Collins to University of Alabama through chapter member Dr. Angela Collins to introduce students to the power of professional organizationsintroduce students to the power of professional organizations Essay contest for students offering 3 academic grantsEssay contest for students offering 3 academic grants Free AACN membership for 1 yearFree AACN membership for 1 year AACN – College network night – 40 students participatedAACN – College network night – 40 students participated

Benefits of membership to a professional nursing organizationBenefits of membership to a professional nursing organization Leadership development opportunitiesLeadership development opportunities Nurse Link – program to tutor students in certain subjectsNurse Link – program to tutor students in certain subjects Poster - CS211Poster - CS211 “ “Engaging The Next Generation Engaging The Next Generation In The Power Of AACN”In The Power Of AACN”

Leadership Development

Region 5 (NC, SC)Region 5 (NC, SC)Jan Teal, RN-BC, MSN, CCRNJan Teal, RN-BC, MSN, CCRN

Healthy Chapter EnvironmentsHealthy Chapter Environments Conflict ManagementConflict Management Strategic PlanningStrategic Planning

Three Rivers Chapter in Pittsburgh - Merrikay Fausti

Celebrated their 25th Anniversary on May 10Celebrated their 25th Anniversary on May 10 25 different Presidents. No repeats.  25 different Presidents. No repeats. 

The board consists of 10-12 people in various positions. The board consists of 10-12 people in various positions. Sometimes the new person is added as a co-chair. Sometimes the new person is added as a co-chair. Board structure has a succession plan of offices held as Board structure has a succession plan of offices held as

the person advances up the boardthe person advances up the board Recruit members during educational programs and Recruit members during educational programs and

CCRN-PCCN Review CoursesCCRN-PCCN Review Courses At college fairs - set up a booth and talk to nursing At college fairs - set up a booth and talk to nursing

students about the benefits of nursing.  students about the benefits of nursing.  Future Vision - They hope to start going to high schools Future Vision - They hope to start going to high schools

and invite the Future Nurses Clubs to some on our and invite the Future Nurses Clubs to some on our educational offerings.educational offerings.

Greater New Orleans Chapter“The Minute Men” –Michelle Rihner

President BSN CCRNPresident BSN CCRN Chapter Advisor -Chapter Advisor -Denise Bonura-Henry BSN CCRN Engaging members in chapter activitiesEngaging members in chapter activities

President chairs “Minute Man Committee”President chairs “Minute Man Committee” ““Staffing or Labor Pool” for chaptersStaffing or Labor Pool” for chapters Members sign up anytime on a roster and may be Members sign up anytime on a roster and may be

called for special projects or tasks: registration, called for special projects or tasks: registration, picking up items, etc. picking up items, etc.

Can say no with out guiltCan say no with out guilt

The Dead President's Society Past President’s retire, but remain as advisor to the president How it works…..the Dead Presidents remain visible

Attend Board meetings Phone call or email away to the current president have a lunch away just to talk

What’s in it for current leaders? Resource: Does not have a vote, but can offer perspective,

experience and insight…but it’s always the board’s decision Reassurance to the next leader “I’ve got your back, Man!!”

What’s in it for “ The Dead President” still valued and respected for their service to the

community Note of caution

Sometimes need to step back and let others fly Let the board take the direction and don’t get hung up on

how it “used to be” Consider channeling talents to the next level as a regional

or national volunteer

Speaking of Succession Planning……So, what’s next for you???

Transition leadership skills into a career Transition leadership skills into a career opportunity?opportunity?

Interested in learning how to become Interested in learning how to become involved at the regional or national level? involved at the regional or national level?

http://www.aacn.org/

AACN Volunteer Descriptions

Purpose of the GroupPurpose of the Group Charges of the GroupCharges of the Group Qualifications for membershipQualifications for membership Application/selection processApplication/selection process Function of the Staff LiaisonFunction of the Staff Liaison Workload and timelineWorkload and timeline

AACN Work GroupsAACN Board Liaison Program

API Work Group (formally the advanced practice group)Awards Review Panel

Chapter Advisory TeamContinuing Education Review Panel

Distinguished Lecturer PanelEthics Work Group (not meeting in FY08)

Healthy work Environment Standards Work Group (not meeting in FY08)

NTI Work GroupResearch and Creative Solutions Abstract

Review PanelResearch Grant Review Panel

Evidence Based Practice Resource Work Group (Group formerly Research Work Group)

Scholarship Review Panel