Tactics, Tools and Takeaways for
Chapter Education Leaders
WELCOME
to the
2006 Education Track
Your Facilitators
• Jamie McDonough, International Chapter
Leadership Committee (ICLC)
• Yvette Remschel, CMP, ICLC
• Chuck Schouwerwou, CMP, ICLC
• Elizabeth Henderson, CMM, CMP
Director of Canadian Development
We are part of the
team that will guide
you through some
of your journey over
the next two days….
IT’S ALL ABOUT
YOU!
How To Participate
Listen, contribute and ask questions.
Be comfortable. If you need to stand up and
stretch, that is OK.
Think of how you can apply what you learn.
Observe and share...with the whole group.
Cell phones/pagers/things that beep …
off , on silent or vibrate please.
Have fun!
Meet Your Neighbours
• In the next five minutes, introduce
yourselves to your table-mates (exchange
business cards!)
• What do you want to learn from this
session?
• Elect a spokesperson to share one thing
with the group.
Hands Up…!
• How many of you have been on a chapter
Board before?
• How many of you have been there in this
specific role?
• How many have been at the Chapter
Leadership Conference before?
Hands Up…!
•
•
•
•
•
Who is here from Canada?
Who is here from Europe?
Who is here from the USA?
Anybody here from somewhere else?
Who wants to be from somewhere else?
(Just kidding)
What Will I Learn?
• Recognize how your role supports others
within the Board, in achieving your strategic
goals and improving your leadership skills.
• Learn the minimum requirements for chapter
education programs as outlined in the chapter
bylaws and minimum standards.
• Become aware of and learn to find on-line
resources (Chapter toolkits)
What Will I Learn?
• Write learner outcomes that reflect
specific measurable outcomes involving
the audience and their new skills
• How to use the Education Plan Template
• Review the Platinum Program and be
able to book speakers
• Interpret Members Solutions results to
plan better education programs
This afternoon’s session
This afternoon, you will learn:
• Recognize how your role supports
others within the Board and in achieving
your strategic goals.
• Become aware of and learn to find online resources (Chapter toolkits)
MPI Acronyms
You’ve noticed that MPI uses a LOT of
acronyms. Here are some important ones:
• IBOD (International Board of Directors)
• ICLC (International Chapter Leadership
Committee)
• CRM (Chapter Relations Manager)
• CEU (Continuing Education Credit)
• ROI (Return on Investment)
Leadership Skills for Boards
• Communicate.
– Listen. Seek to understand before you seek
to be understood.
– Speak! Don’t be afraid to be understood.
– Question? This leads to greater
understanding and better decisions.
• Make decisions based on situation not
personality; avoid all appearance of
conflict of interest.
Conflict of Interest
An apparent conflict of interest occurs when the
answer to the following question is "yes":
Would a reasonably informed person
perceive that the performance of the
director's duties and responsibilities could
be influenced by their financial or material
interest?
Conflict of Interest
Occurs when:
• a board member diverges from the Chapter’s
professional obligations to a private interest
involving actions that are determined by
personal or financial gain
• a board member acts in a position of authority
on an issue in which they have financial or other
interests
Conflict of Interest Examples
• Directors could be in conflict of interest if they offer
services to the chapter on whose board they serve even
if the charge for these services is at or below the market
value.
 A board member who has check writing/signing authority
is responsible for paying invoices from a relative or
business partner for legitimate services to the chapter
 The chair of a chapter event receives complimentary
registration and hotel for an event; A Chapter's entire
board receiving a discount to an event
 Executive committee is chapter nominations committee
Leadership Skills For Boards
Know your responsibilities. The Board of
Directors must:
• Know and review the strategic plan. Set
objectives accordingly.
• Discuss all issues, including questioning ideas
and processes. Don’t succumb to “groupthink”.
• After the discussion has taken place, they must
support the group decision.
• Communicate and be prepared to work in
teams to accomplish objectives.
The Board “Life Circle”
All roles on the Board are intertwined.
Communications informs and drives attendance
at events.
Finance helps create a strategic budget that
supports chapter goals, including education.
You – Education - aid Membership in the
retention and recruitment of new members
through provision of quality programs.
The Board “Life Circle”
Administration keeps the Board working
according to the bylaws, and keeps the record of
your progress.
Your President, President-Elect and Past
President look to the future to keep the
organization aligned with the strategic plan.
You must all work together to create and take
advantage of the synergy of the team.
Group Exercise: 10 minutes
• At your tables, discuss how your chapter
currently operates as a team and how you
might be able to improve that process
through better communication.
• Questions to ask:
– Who needs to know this information?
– When do they need to know?
– How do they need to receive it?
– Did they get the message?
FINANCE
EDUCATION
COMMUNICATION
MEMBERSHIP
PRESIDENT/IPP
PRESIDENT ELECT
ADMINISTRATION
Our Strategy
It all goes back to the MPI strategic plan,
Pathways to Excellence.
The three objectives of the plan are:
• Create professional development pathways and
resources that enable members to evolve their careers
towards positions of strategic understanding and
influence
• Increase awareness and influence about the value of
meetings with senior decision-making executives at
corporations, associations and organizations
• Identify trends and deliver innovative solutions to
ensure MPI is the premier market place for both
suppliers and planners.
How You Support Our Strategy
The primary way chapter education affects the
strategic plan is directly related to Objective 1:
Create professional development pathways
and resources that enable members to
evolve their careers towards positions of
strategic understanding and influence.
In other words, “Education”
How You Support Our Strategy
Chapters also support Objectives 2 and 3:
Increase awareness and influence about the value of
meetings with senior decision-making executives at
corporations, associations and organizations
Identify trends and deliver innovative solutions to ensure
MPI is the premier market place for both suppliers and
planners.
In other words, “Influence” and “Opportunity”.
Education Toolkit on My MPI
The toolkit on My MPI can be found at:
http://www.mpiweb.org/CMS/mpiweb/mpicontent.aspx?id=2354
It includes:
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•
•
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Platinum program detail
Sample contracts
CEU information
Best Practices
Questions?
WELCOME TO DAY TWO!!
EDUCATION TRACK
BUILD YOUR NETWORK…
Please sit in different seats and with different
people than yesterday!
Remember…
• Listen
• Speak
• Ask Questions
It’s all about you!
Your Facilitators today
•
•
•
•
•
•
Jamie McDonough, ICLC
Yvette Remschel, CMP, ICLC
Chuck Schouwerwou, CMP, ICLC
Rachel Robichaud, Platinum Specialist
Dawn Myers, Director of Research
Elizabeth Henderson, CMM, CMP, Director
of Canadian Development
Today, you will learn:
• Learn the minimum requirements for chapter
education programs as outlined in the chapter bylaws
and minimum standards.
• Write learner outcomes that reflect specific measurable
outcomes involving the audience and their new skills.
• How to use the Education Plan Template
• Review the Platinum Program and be able to book
speakers.
• Interpret Member Solutions results to plan better
education programs
REVIEW
• What are the three objectives of the
strategic plan?
– Education
– Influence
– Opportunity
What We Need From You
There are several things we need from each
chapter. From the Education team, this is
of course the Education Plan.
At least 6 Educational programs with a
confirmed speaker that have distinct
learner outcomes supporting one or
more objectives of the Strategic Plan.
What We Need From You
These must be submitted in two installments:
The first, for July – December, is due
August 1, 2006.
This is also the due date for the chapter
strategic plan, business plan and budget.
The second, for January – June, is due
January 2, 2007.
What do You Mean by “Education Program”?
• An education program is not a networking
session, although it may start or end with
networking
• An education session should be at least 60
minutes in length. This allows participants to get
a 0.1 continuing education credit if desired. (One
full credit is 10 hours of education)
• There should be clear, measurable learner
outcomes related to the 13 skill families
Education Plan Template
Education Plan Template
By month, the template asks for:
• Which of the 13 skill families does it target?
• How the program supports strategic objectives
– Education (Learner outcomes)
– Influence (Raising awareness of the industry)
– Opportunity (Creating a marketplace)
• Level of education
– Novice or general interest
– Intermediate
– Advanced
• Who the speaker is
Writing the Education Plan:
The Process & Tools
• Step 1: Know your members and their needs
– Member Solutions
– Industry trends
• Step 2: Use your Resources
– Education Toolkit on MPIWeb
– Education plan template
– Platinum programs
– MPI staff, chapter leaders, other chapters
– Local speakers, speaker bureau
– FutureWatch, white papers
Step 1: Know Your Members
Great education plans aren’t created in a
vacuum. They should be targeted to the
needs of your members, in relation to their
experience and the skills that they will
need to succeed in the changing
marketplace.
Dawn Myers
MPI Director of Research
Skills Assessment
Aggregate Report
• One of many tools for consideration
• Validity increases with participation
• Process:
– Your members assess their proficiency level in 167 skills
– They select a job against which to compare themselves
– Proficiency levels and gaps are calculated and averaged
across your membership to generate an aggregate
chapter report
Aggregate Report
Aggregate Report Feedback
• Content – is this the information you need?
• Format – is it easy to read and understand?
• How will you use this report?
• Additional Suggestions
Numbers to Date
Planners
Canada
102
Europe
39
Latin America
1
United States 987
Total
149
65
3
1240
Industry Trends
• How do we know what the trends are?
– Future Watch
– International events
– White papers and research
• The Global Corporate Circle of Excellence
• White papers include:
– Defining a Strategic Meetings Management Program
– United Planners and Suppliers in Collaborative Business
Processes
– Demonstrating Professional Value through an SMMP
Industry Trends
• How do we know what the trends are?
– Ask Your Members!
– Newspapers
– Business books
• The Tipping Point
• Blink
– Legislation
• Sarbanes Oxley
• Western Hemisphere Travel Initiative
Step 2: Use Available Resources
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•
•
•
Platinum Program
Education Toolkit on My MPI
Education Plan Template
Education Topic Areas
Also:
• Other chapter’s experience
• MPI Staff
• Local/national speaker bureaus
Platinum Program
Rachel Robichaud
Platinum Program Specialist
The Platinum Program
What is the Platinum Program?
The Platinum Program is being sponsored from
January – December 2006 by the Canadian
Tourism Commission and its partners.
Platinum Program
• Each chapter is entitled to a maximum of
TWO Platinum programs in the 2006-2007
fiscal year.
• MPI covers the speaker fee
• Each chapter is responsible for logistic
costs such as airfare and accommodation
• There are 13 new European Platinum
speakers
Platinum Program
• Your chapter obligations to the sponsor:
– Use the Canadian Tourism Commission and partner
logos on all handouts and program marketing
materials
– On request, a 3- minute presentation at the beginning of
the session from the CTC
– On request, 1 complimentary registration for a CTC rep
– On request, one skirted table for CTC materials
The Platinum Program
Who can qualify as a Platinum Speaker?
Platinum Speakers must be experienced speakers
who have rated above a 4.5 on a scale of 5
during a previous MPI international conference.
Often, their professional speaking fees can be as
high as $10,000.00 USD. This means booking a
Platinum speaker is an excellent value.
The Platinum Program
• The 2006-2007 Platinum Program
– Speakers
– Tracks
– Chapter Obligations
• Booking Platinum Speakers
– Contacts
– Web resources
– Timeline
Speaker Resources
Here are some speaker resources:
• http://www.canadianspeakers.org/
• http://www.nsaspeaker.org/
Speaker Resources
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•
•
•
Member speakers
Local Chamber of Commerce
Other industry organizations
If there is another chapter geographically
close to your own, “piggy-back” speakers
to reduce planning time and costs
• Local colleges and universities
Asking the Right Questions
Your speaker is the method of educational
delivery. You need to be able to ask the
right questions and provide the
information to:
•
•
•
Help him/her understand the audience’s needs
Reach your strategic learning objectives
Communicate objectives to your members
Learner Outcomes
A learner objective is a statement of what
the learners will be expected to
accomplish or apply
when they have completed a specified
course of instruction.
Why Write Learner Outcomes?
Purposes
• To determine what specific type of
learning is to take place
• To focus objectives on the needs of the
members across diverse subject areas
• To create interest in the program
• To provide a blueprint for evaluation
How to Write Learner Outcomes
The ABCDs of well-stated outcomes:
• Audience: Focus on what the learner is doing,
not on what the teacher is doing.
• Behavior: Use a verb to describe the new
capability that the learners will have after
instruction.
• Conditions: Describe where the learning will be
implemented (office, personal life, etc.)
• Degree: Indicate how success will be
measured.
Member Solutions Topic Areas
Analysis/ Process/Decisions
Marketing
Business Management
Meetings Management
Communication
Project Management/ Work
Planning
Education and Content
Development
Strategy
Financial Management
People Management
International Relations
Interpersonal Relations /
Relationships
Technology
Topic Areas
• In addition, don’t forget:
– Local events
– Regional or national events, legislation, etc.
– For example:
• New convention centers/centres
• Addition or removal of industry related funding or
taxes
How to Create a Strategic
Education Budget
Budgeting might seem a long way from education, but you
need to commit the appropriate resources to provide
quality chapter education.
As part of a strategic budget, always ensure that the
resources committed have an impact on the success of
the strategic plan. For example, you *probably* should
not be spending more on a Gala than on Education.
Revenues 2004-05
To start, take a look
at where your
money comes
from, and then
where it is going.
Sit down with the
Finance committee
and Executive
team to determine
priorities according
to your strategic
plan.
1700
3000
Administration
Fundraising
3666
Education
Membership
Communications
Leadership
9940
Expenses 2004-05
2135
860
600
Administration
6191
Fundraising
Education
Membership
100
8420
Communcations
Leadership
Strategic Budgeting
If each area (Communications, Education,
Membership, Leadership Administration)
uses this process and communicates, the
Board as a whole can use chapter
resources in a strategically focused way.
Review and Questions
Action Plans!
Take a few minutes and fill out
your action plan template.