CaliforniaVolunteers 2009 AmeriCorps Conference Welcome to the session: The Basics of Member Management Presenter: Natalie Banks, National Service Consulting Session Outcomes • To understand the four “dimensions of success” necessary in any organization, project, and team • To understand the greater context of the member management cycle • To understand the "what" and the "how" of member management high quality principles • to increase their member supervision skills through the "Situational Leadership©" model • To increase their knowledge of resources to support and guide them in member management • To develop action steps for practicing the tools in the workplace Four Dimensions of Success WHAT? Products HOW? Results Bottom Line Process Vision Planning Details WHY? Purpose WHO? People Relationships Team Big Picture When we are no longer able to change a situation – we are challenged to change ourselves. -Viktor E. Frankl, psychiatrist and Holocaust survivor The Strategic Moment #1. Where am I? (assessment of present and past) Repeat as needed #2. Where do I want to go? (purpose – then goals) #3. How will I get there? (process, planning) The Five Finger Contract 2. Respect! 3. Commitment! Stick to agreements - follow through and actively participate; no complaining (find a way to contribute) Act with consideration, kindness, and care NO rudeness, sarcasm, gossiping, teasing, or meanness 1. Safety First! Create a safe, trusting environment with actions and reactions - ALSO take responsibility and NO blaming 4. Support! 5. Have fun! GIVE HELP - provide others the support or direction that they need ALSO ASK FOR HELP when you need it - get own needs met Keep a sense of humor and light-heartedness - people do better when they are relaxed and enjoying themselves BUILD TRUST C The Four Dimensions of Success WHAT? Products Results HOW? Bottom Line Process Planning Details WHY? Purpose Vision WHO? People Relationships Team Big Picture “Organizational Hierarchy of Needs” Self-actualization, vision – the desire to become everything that one is capable of becoming, long-term potential and growth LIVING Esteem – skills mastery, success in task and goals, recognition from others for accomplishments; confidence and competence; self-respect and respect from others (insecurities) INTERIOR Relationships – trust, care, support, reliability, team building, sense of belonging, partnerships, “love” over fear (loneliness, social anxieties) ROOF Safety, security, structure needs – policies, procedures, systems, expectations, agreements, plans, boundaries, potential obstacles (fears and anxieties) FRAMING Basic needs: homeostasis – funds, staff, office space, support FOUNDATION 15 - minute break MEMBER MANAGEMENT CYCLE High Quality Principles and The Member Management Cycle ACTIVITIES: 1. Complete a Program Self-Assessment to determine the needs/priorities of your program. 2. Go to the different stations provided to review resources for each stage of the cycle. 3. Take notes and create action steps for utilizing resources and making program changes as needed. As we develop in any new area, we all need varying degrees of TWO THINGS: SUPPORT encouragement, validation, inspiration, appreciation, trust, confidence, motivation, cooperation, stimulation, revelation DIRECTION guidance, rules, structure, focus, results, goals, process, planning, procedures, benchmarks, targets, deadlines, outcomes/deliverables Stages of Group Development Adjourning Performing Norming Storming Forming Situational Leadership© Leader 3. “Supporter” Styles • low direction • high support • high direction • high support 4. “Delegator” 1. “Director” • low direction Learner • low support Stages 2. “Coach” • high direction • low support 4. Delegate to me 3. Support me 2. Coach me 1. Direct me NORMING 3. “Supporter” •low direction •high support STORMING 2. “Coach” •high direction •high support 4. “Delegator” 1. “Director” •low direction •low support •high direction •low support PERFORMING FORMING Situational Leadership© Activity: Match/Mismatch • Move to the “pods” - eight chairs per pod – and sit in a chair (hold on to your balloon!). • Read the paper on your chair; in the top right corner is your role (don’t share this yet). S = supervisor, D = Developer • Remember how to play your role – look at the SL chart on the paper. Exaggerate and have fun! • We will role play in 2-minute rounds and rotate clockwise after each round. Listen for the signal! Situational Leadership© Debrief • Move chairs into a large group to debrief – form a circle so everyone can see each other. • Return to your seat and capture your thoughts in your RAJ. Being Situational: Final Thoughts • Being an effective leader means ASSESSING the needs (your own needs AND the needs of others) and then finding ways to MEET the needs. • Use the basic concepts - if not the exact language - in the tools to better understand others’ perspective and perception. • SPEAK UP and share your perspective in ways that respect the grander purpose, meet the desired goals, follow the necessary process, and preserve the integrity of the relationship. “Do all you can do, with what you have, with the time you have, in the place you are.” - Nkosi Johnson
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