Branch President

How to do your job better!

Member Services Database

Timelines• Update officer list in MSD prior to July 1• Send screenshot of officer list to admin assistant

prior to July 1• Send members to Leadership Workshop• Affiliate tax exemption form by Oct 31• Send/upload program book by Nov 1• Membership drive in spring (Mar-April)• Send/upload newsletters• Complete STARZ form• Attend annual convention• Report membership dues by July 1

Where do I send it?

• Officer lists: send to Kaylee Pavel by July 1

• Program Books: send to Jo Dye by Nov 1

• Newsletters: send to Paula Maggio by April 1

• Diversity materials: send to Sally Dye April 1

• STARZ: send to JoAnn Benseler by April 1

Keep – Toss- Ignore?• Finance records• Branch history• Branch minutes, records, action items• Action Network: updates, action items• Member Leaders: updates, resources• Washington Update: status at the capital• Kaylee Pavel and Christine: invites and info at

the Ohio level• Karen Rainey: Public Policy resources at the

Ohio level

Leadership Succession

• Evaluate the existing structure

• What are the essential branch needs?

• Consider alternative leadership structures

• Consider the use of leader teams

• Identify possible leaders early

• Consider job shadowing

• Open to the possibilities of change

On being a Volunteer

• Avoid burnout

• Avoid alienating potential members

• Value of coalition and member partners

• Staying true to the mission

• Prioritizing branch goals

• Consensus building

• Meeting structure