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How to Run a Good Meeting

How to Run a Good Meeting 1200 628 Jill Pioter

Many newly-elected presidents will soon take office and put their leadership skills to work. Among the group leadership skills that come into play is knowing how to run a good meeting. Here are a few tips for use whether you are a new or veteran president:

  1. Never hold a meeting without an agenda; send a tentative agenda in advance to everyone who is expected to attend.
  2. Make sure that copies of all reports to be discussed are sent out in advance of the meeting.
  3. It does not hurt to have a consent agenda for matters like prior meeting minutes and financial reports with discussion or reporting needed only if there is a question or correction.
  4. Begin every meeting with prayer, a spiritual reflection and brief discussion on the reflection.  Business can wait for prayer and spiritual reflection.
  5. At the beginning of your meeting have those in attendance approve the tentative agenda so that it then becomes theirs.
  6. Stick to the agenda and politely keep those who are present on topic. Remember to treat everyone with dignity and respect, and remind them that we discuss matters, not argue about them.
  7. Provide an opportunity at the end of a meeting for new business to be brought up for discussion at that time or at a subsequent meeting.

We hope these basic suggestions help your meeting run smoothly.

A Duty To Delegate: Guidance For Vincentian Leaders

A Duty To Delegate: Guidance For Vincentian Leaders 1200 628 Jill Pioter

Webster defines the verb “delegate” as “to entrust to another.”  It seems simple enough but isn’t always so when human nature intrudes.

Delegating is a core principle of sound management and our Rule expects Vincentian leaders to practice it.  Yet we frequently hear stories of Conferences and Councils unable to function effectively because presidents want to do everything their way and don’t delegate even basic responsibilities.  We also hear about leaders stepping down because they were “burned out” from placing undue and unwise burdens on themselves. Sadly, fulfilling our mission is often short-circuited by such misguided ideas of how to lead and manage those who share a vocation of service to God and His beloved poor.

Strong collaborative leadership is essential to making our Society a more effective source of help to the needy.  It brings fresh ideas into the operation of Conferences and Councils and moves us forward by promoting our Rule, forming members, and advancing goals and objectives.

Our Rule (3:11) tells us that “Following Christ’s example, the presidents at all levels of the Society endeavor to be servant leaders.  They provide an encouraging atmosphere in which the talents, capacities and spiritual charism of the members are identified, developed and put to the service of the poor and the Society of St. Vincent de Paul.”  Such a focus on personal development also can provide a significant boost to a Conference’s or Council’s succession planning efforts.

There is abundant evidence that without effective leadership our service to the poor suffers and the viability of individual Conferences and Councils becomes a concern.  It is a time-tested truth that leadership is as important to the service of the poor as any other role in our Society.

Among the concerns expressed for not stepping into leadership by running for Conference or Council president is that it is too time-consuming.  That can be the case if leaders do not depend on others to assist them.  As a first among equals and as a servant leader, presidents should help others grow into leadership roles by appointing officers, board members and committee chairs – and using them – so it becomes a team effort.  Delegating duties to officers and making use of committees shares a Conference’s workload and enables others to become vital parts of the leadership team.  Presidents do not need to attend all committee meetings.  Committee chairs report back to them and to the membership.  Committees also provide an opportunity to identify and develop capable candidates to move into leadership positions.

Some key points to ponder:

  • Leaders are not expected to act alone – leadership is inherently a collaborative effort.
  • Our Rule recognizes that family and job responsibilities come first.
  • Leadership is not a personal mission but a team mission and God’s mission.
  • There is a need to build a leadership team – officers and committee heads.
  • The basic idea is to spread the work around – let others report to the president.
  • Leaders need to put their trust in God and not lose sight of the spirituality of our mission.
  • Leaders must use the God-given talents of others.

Our mission calls us to join together to grow spiritually by offering person-to-person service to the poor and needy in the tradition of our founder, Blessed Frederic Ozanam, and patron, St. Vincent de Paul.  Serving as the president of a Council or Conference provides an ideal platform from which to enhance one’s own spiritual life.  A great privilege of leadership is the priceless opportunity to nurture the spirituality of fellow Vincentians while inspiring them to be ambassadors of the mission of St. Vincent de Paul in our communities by bringing the love and mercy of Christ to His suffering children.

Since our founding, Vincentians have been bolstered by an unwavering trust in the providence of God who has demonstrated during the past 189 years that He attaches a high priority to the success of our Society.  We have, after all, said “yes” to His call.  He wants us to succeed, whatever role we play in His plan for our personal ministry of love and compassion.

So, You’ve Been Elected President…

So, You’ve Been Elected President… 1200 628 Jill Pioter

Thank you for sharing your time and talents with fellow Conference and Council members as well as those in need.  As with all involvement in the Society, we hope your work as a Vincentian servant leader will lead you to greater faith, an increased desire to serve and stronger friendships.

Do you feel some anxiety about taking on a Vincentian leadership role?  Let’s take a look at a few common myths behind that anxiety.

Myth #1:  You need to know everything now.

No Vincentian has taken a leadership role already knowing everything; to be honest, no current Vincentian leader knows everything now.  What most Vincentian leaders do learn is where to look to find information, where the resources are and who in the Society has experiences and wisdom to share.

Truth #1:  You will learn and grow during your time as a Vincentian leader.

Myth #2:  You are now in charge of everything.

A Vincentian leader is a servant leader who understands the role of God’s providence.  Your ultimate role is to harness the gifts and spirit of your members and direct them to growth in holiness and increased love for one another, and in ways of service to others.  To do this you will need to allow God to direct you.

Truth #2:  God is in charge of everything.  You are called to discern where God is leading and to follow through – and help your members do the same.

Myth #3:  You are all alone in figuring things out.

This myth could not be further from the truth.  The Society is truly a global network of charity.  Fellow Vincentians in 155 countries are serving those in need, as you are, and desire to do so with love and in an effective manner.  As you attend regional and national gatherings, or reach out to other Vincentian leaders, you will find that many people are more than willing to share their knowledge.  You will only feel all alone if you do not participate in such interactions and relationships.

Truth #3:  Most Vincentian leaders love to talk about their experiences and help each other.

We will share useful information relevant to your new responsibilities in these E-Gazette articles in the coming weeks.  Reach out to other Vincentians – even if they are not from your area – for advice and support.  Thank you for being willing to serve through leadership, and may you be blessed through your witness of following God’s lead in your Conference’s/Council’s service while encouraging others to do the same.

We remind you of the valuable resources on the National website and urge you to review the Governance Page (https://members.ssvpusa.org/governance/) where the Governance Training DVD and the other material the National Governance Committee has prepared can be found.  Then make plans to use these tools.  Your Conference and Council will be better off if you do so.

The Need for Risk Management – Part 3

The Need for Risk Management – Part 3 1200 628 Jill Pioter

We conclude our series of excerpts from an article in the Smart Risk Management Manager’s Training Workbook on the five core principles of Risk Management.  This week’s focus is on the fourth and fifth of those principles – Empathy and Fairness.

Core Principle #4 – Empathy

Managerial empathy is the ability to identify with your employees so you can understand their feelings and needs.  Smart Risk Managers always try to place themselves in their employees’ shoes.  Remember – employees are not just numbers, write-offs or sources of risk, but valuable team members who, like you, have fears, needs and hopes.

Managers who fail to practice managerial empathy tend to experience higher turnover, increased risk and more wrongdoing.  Smart Risk Managers understand that:

  • Most employees view their job as important. Employees are sensitive to decisions that affect their job.
  • Even a minor incident can have a significant effect not only on an employee’s job or career, but also on his or her personal life.
  • Employees have concerns – real or imagined – regarding their jobs, and these should be routinely addressed.
  • Employees fear reporting wrongdoing, especially when they believe that reporting may place them at risk or, in some manner, significantly impact them. A Smart Risk Manager takes great care to keep a report of wrongdoing confidential by telling only those who have a “need to know.”

Core Principle #5 – Fairness

Fairness begins with respect and dignity for all employees.  A Smart Risk Manager understands and values the importance of all employees, regardless of their race, color, national origin, religion, gender, age, disability or position on the organization chart.  Fairness in the workplace demands that you:

  • Uniformly and consistently apply laws, regulations, rules, policies, procedures and practices to all employees. No employee is above or below the law or your organization’s rules and policies.
  • Put aside your personal prejudice, bias and fear when managing employees.
  • Make objective
  • Never consider an employee’s physical, mental, ethnic, racial, social or religious background, characteristics, capabilities, beliefs, gender or age when making management decisions, such as hiring, firing, promotions, raises, benefits and training.
  • Eliminate unfair management practices, even if such practices have occurred in the past.

We hope you have found this information on Risk Management to be helpful.

The Need for Risk Management – Part Two

The Need for Risk Management – Part Two 1200 628 Jill Pioter

We continue with the excerpts from the Smart Risk Management Manager’s Training Workbook dealing with the five core principles of Risk Management. The second and third of those principles – Observation and Communication – are covered this week.

Core Principle #2 – Observation

Smart Risk Managers are always on the lookout for risk and wrongdoing. Managers recognize that even the smallest hint of risk or wrongdoing can place everyone in danger. As a Smart Risk Manager, you should:

  • Constantly look for signs of risk or wrongdoing.
  • Understand the importance of careful observation in hiring.
  • Regularly inquire about your employees’ well-being and job satisfaction.
  • Recognize that even the smallest hint of risk or wrongdoing deserves immediate attention.
  • Be aware of the risk of workplace wrongdoing, without being intimidated.
  • Understand that wrongdoing can occur at any time, even in the best work environments.

Core Principle #3 – Communication

“Silence is golden,” but not in the workplace. Quick and decisive communication can prevent risk and wrongdoing from spreading throughout your work environment. To set a standard of effective communication in your workplace you should:

  • Send a message of “no tolerance” concerning risk and wrongdoing. Let your employees know that you do not tolerate wrongdoing. Although actions do speak louder than words, a positive message of “no tolerance” can be an effective and quick means of prevention.
  • Make sure your employees feel comfortable coming to you with their concerns, including concerns about wrongdoing and other related risks. Let your employees know – through actions and words – that your door is always open.
  • Provide constant, honest feedback to employees about their job performance, regardless of whether it meets your expectations. Expressing your expectations to your employees in the beginning, and reinforcing those expectations as your employees progress, allows you to promote a more productive and risk-free work environment.
  • Communicate by training your employees on techniques to avoid workplace risk and wrongdoing.
  • Tell only those who have a “need to know” when you are aware of or suspect workplace risk or wrongdoing. Your employer has designated specific individuals within your organization who are trained to manage risk and wrongdoing. Managers who withhold information or try to manage the wrongdoing themselves – without the proper training or organizational support – may create unnecessary exposure for themselves and their organization.

Next week we will address Core Principles #4 and #5 – Empathy and Fairness.

The Need for Risk Management

The Need for Risk Management 1200 628 Jill Pioter

Consider this:  Whether you run a Conference that focuses on visiting and helping the poor or a Council with special works such as stores, meal sites, housing units, or free pharmacies, you should be aware of the need for Risk Management. Obviously, the scope of your activity might dictate how you go about this but the principles are the same. For that reason we bring you an excerpt from an article in the Smart Risk Management Manager’s Training Workbook published by The Argos Group LLC.  The article keys on five core principles: (1) No Tolerance, (2) Observation, (3) Communication, (4) Empathy, and (5) Fairness.

The material we cite specifically refers to “managers” and “employees;” however, the principles stated relate to all leadership roles and all staff whether paid or volunteer. Leaders at all levels in our Society can benefit from these principles.

Core Principle #1 – No Tolerance

Smart Risk Management always begins with “no tolerance” for workplace wrongdoing. The following are important steps to create a “no tolerance” environment:

  • Never commit a wrongdoing. Smart Risk Managers are role models for other employees within their organization. Employees look to managers for guidance and support. A manager who creates risk or commits workplace wrongdoing sends a negative message to all employees – that risk and wrongdoing are permitted and tolerated.
  • Never allow Smart Risk Managers not only set a positive example of “no tolerance,” but also act as an obstacle to others who may want to commit wrongdoing under their watch.
  • Never condone Smart Risk Managers discourage wrongdoing by counseling, reprimanding or terminating employees who create risk or commit wrongdoing. If others place you or your co-workers at risk, they should understand that their actions could cost them their jobs.
  • Never rush to judgment. When someone is accused of wrongdoing, he or she is innocent until proven otherwise.

Next week we will address core principles #2 and #3 – Observation and Communication.

A Message From Bishop John Quinn

A Message From Bishop John Quinn 1200 628 Jill Pioter

I believe God has a special place in His heart and in His kingdom for those Vincentians who heed His call to servant leadership in our Society.  Such service is a consummate example of following in the footsteps of St. Vincent, Blessed Frederic and Jesus Christ Himself. The spiritual rewards of doing so are many and meaningful.

Our mission says we lead men and women to join together to grow spiritually. Serving in a leadership role is a wonderful way to become closer to Jesus, the ultimate servant leader.  And we can be sure He will bless our efforts.

God wants us to utilize the unique talents He has given us to assist those in need. If we have been gifted with the ability to lead as well, He expects that we will do so as part of our commitment to our Vincentian vocation.

Serving as the president of a Council or Conference provides an ideal platform from which to enhance one’s own spiritual life. And a great privilege of leadership is the priceless opportunity to nurture the spirituality of fellow Vincentians while inspiring them to be ambassadors of the mission of St. Vincent de Paul in our communities…to bring the love and mercy of Christ to His suffering children.

Council and Conference presidents have told me that their years as a servant leader have been the richest part of their lives in terms of personal spirituality and appreciation of the eternally valuable gifts God had bestowed on them. Their uplifting experiences changed them in many ways that strengthened their relationship to God and acquainted them intimately with the innate goodness and generosity of the human spirit.

Each of us has been chosen for a purpose. That is evident in the day-to-day reality of our beautiful vocation. Our Lord will happily help us discern that purpose…the special way He wants us to support the magnificent mission of St. Vincent de Paul.

Since our founding, Vincentians have been bolstered by an unwavering trust in the providence of God who has demonstrated during the past 189 years that He attaches a high priority to the success of our Society. As we continue our grace-filled journeys to our heavenly homecoming, I am sure He is smiling down on us, cheering us on and clearing our path. We have, after all, said “yes” to His call – and He wants us to succeed, whatever role we play in His plan for our personal ministry of love and compassion.

May God continue to bless you abundantly in your exceptional service to His beloved poor.

Looking For A New Conference Or Council President? Make It Easy For Them To Become One

Looking For A New Conference Or Council President? Make It Easy For Them To Become One 1200 628 Jill Pioter

Many people hesitate to pursue leadership positions in a Conference or Council because they feel there is too much they don’t know or understand. Shatter the notion that being a Conference/Council president is overwhelming by consolidating pertinent materials into a well-organized packet or binder. We suggest you include the following:

Records

  • A current roster of members
  • Minutes from previous meetings
  • Financial records, along with a current balance sheet and a list of anticipated expenses
  • A brief history of your Conference
  • Information on the founders and patrons of the Society of St. Vincent de Paul

Timing

  • An annual calendar of your Conference’s typical activities (include contact information for key people for each event)
  • A schedule of tasks you usually do each month to support the Conference

Contact Information

  • Members
  • Other Conference/Council presidents in your area
  • Diocesan Council president, regional vice president and National Office (perhaps include examples of situations when you might expect to contact or hear from these contacts)
  • A list of partners you work with in your area/city with their contact information
  • If relevant, local Council and staff contacts

Notes

  • How your Conference/Council operates within your parish/diocese (e.g., how often you meet with the pastor, what kinds of communications are preferred, which parish staff members interact with your Conference)
  • How your Conference functions (regarding home visits, food drives, etc.)
  • A list of roles in your Conference and their responsibilities (officers, home visit coordinator, committee chairs, etc.)
  • Your own personal notes and suggestions about where your Conference/Council is poised to head next
  • Instruction sheet for how to use the National Database (Members Portal)
  • Instruction sheet for how to fill out the Annual Report
  • Information about the next regional and national meetings

Resource List

  • The Rule, Manual, copy of Conference/Council bylaws, information on Ozanam Orientation, Serving in Hope, Servant Leadership and Vincentian Spirituality (including spiritual reflections and prayer cards), material you have on how to run an effective meeting and any other reference resources that would be helpful

Take the fear of the unknown out of the equation for a potential leader.  Make sure your Conference knows about this Conference President binder.  Sit down with potential successors and talk through it with them.  Then watch to see how many more people might be able to envision themselves doing what you never thought you could do either.

Succession Planning Requires Preparation And Training

Succession Planning Requires Preparation And Training 1200 628 Jill Pioter

What does succession planning really mean within the Society of St. Vincent de Paul?  Essentially it refers to Conferences and Councils being prepared when a president’s term of office nears its end to present to membership Vincentians who are qualified and willing to take on the role of Conference or Council president.  Realistically, succession planning relates to all officer positions, as well as committee chairs, etc.  Achieving this goal requires preparation and training.  To be more specific, it requires three parts preparation and three parts training.

  1. Preparation Part 1:  Conference members should be exposed to regular reinforcement of the idea of growing into some role in Conference and/or Council leadership.  This is something each member should be encouraged to consider from the day he/she joins the Society.
  2. Training Part 1:  The Ozanam Orientation is the basic formation/training that all Vincentians need to experience.  The National Council recommends that all members attend an Ozanam Orientation at least once and suggests attending again every few years as a refresher.  It is also recommended that all members read the document “Who Me?  Why in the World Should I Become a Vincentian Leader?”  (Click here)
  3. Preparation Part 2:  This should begin when the newly elected president takes office.  He/she should identify a few members of the Conference or Council with leadership potential and begin encouraging/coaching them so they will be ready and willing to serve when the time comes.  One year before the next election the need for a new president and officers, as well as the election process, should be promoted.
  4. Training Part 2:  Throughout the term of the president, he/she should be coaching those selected for leadership roles.  The greatest encouragement (or discouragement) comes from the personal example shown by the current president and officers.  How they view and perform their roles will help determine what others will think about serving in those positions.
  5. Preparation Part 3:  The election of a president should be held at least six months before his/her term begins.  This gives time for the newly elected president and appointed officers to shadow the current officers and be prepared to take on their new roles on October 1.
  6. Training Part 3:  Before the new president and officers take office and soon afterwards, they should take advantage of the training programs and resources available to help them understand their roles.  There are many resources in this area that can be found on the National Council website such as Conference President Training, Servant Leadership Workshop and others.

Succession planning is not difficult but it does require effort.  Putting it off is easy but not wise.  You do not want to come to election time and only have one candidate – the one who steps in because no one else will and who may not be the right person for the job.

Succession Planning: A Brief Primer

Succession Planning: A Brief Primer 1200 628 Jill Pioter

The National Governance Committee believes there are benefits to be gained by being a Vincentian leader. Consider these:

  • Leaders have a unique opportunity to grow in their own spirituality.
  • Leaders are in a unique position to provide help to those in need.
  • It is through leadership that our efforts are organized.
  • In order to be effective our efforts must be organized.
  • Leadership provides the opportunity for a member to learn firsthand what it means to be a Servant Leader.

An appreciation for Servant Leadership is important as is an overall understanding of the Society and its leadership. These can be gained in various ways, such as:

  • Attending Invitation for Renewal
  • Participating in an Ozanam Orientation formation program
  • Attending a Governance Training presentation
  • Discussions at new Council President or new Executive Director workshops
  • Incorporating them into the agendas for Regional or Council meetings
  • Developing outlines for use at (Arch)Diocesan and District Council meetings
  • Promotions at Regional meetings
  • Utilizing the Vincentian Pathway program
  • Utilizing SVdP’s Leadership Training Materials (Consider becoming a part of the Leadership Taskforce)
  • Considering numerous leadership courses offered through DePaul University

A part of Succession Planning should involve beginning the election process for Council and Conference presidents at a much earlier date than we’ve done in the past. This can be addressed by either amending bylaws or setting up a procedure to begin the nomination process about one year before a sitting president’s term expires and holding the election about six months before the newly elected president’s term begins.

A prayerful approach to the succession-planning process is strongly encouraged in keeping with the paramount importance of spirituality in the Society.

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