AS Current President: What did you wish you knew going in? 

1) _____________________________________________________________________________ 

2) _____________________________________________________________________________ 

3) _____________________________________________________________________________ 

4) _____________________________________________________________________________ 

TRANSITION CHECKLIST  

   Now 1‐10  What Needed 

President‐elect/Leadership Academy     

Meet With Team: Agreements, Priorities, Processes     

Elections by August‐Sept     

Governing Board Meetings ‐ at least 4     

Project Teams‐Use and have Job Descriptions     

Programming‐Industry Events  6+     

Membership‐Member Orientation, Follow‐Up     

Membership‐New Members, Task is to Ask     

Marketing 60‐90 Days     

Budget     

Fund Raising     

Taxes and Insurance     

Historical Data     

Communication System     

Branding‐Consistent use of Logo     

Use National & State Websites as Resource     

Local Website used as provided by National     

Strategic Partners     

     

     

General Network Check‐Up Transition 

 

Complete Program Recognition/Evaluations Every Month as Industry Event and/or Business Building meeting is held 6+ Programs including Industry Events and Other should be scheduled annually‐at least one to be collaborative/joint event Orientation/Mixer scheduled 3‐4 times a year Newsletter 4 times a yearGoverning Board Meetings 4‐6, minimum 4;  Roberts Rules and common sense apply, task force chairs can attend or report to direct line officer who can update 

January February March AprilPublish Program Calendar by Jan 15 Report Best Programs To State  Complete Baseline For Previous Year/Review State Meeting Newsletter Update Annual Report Program Promotion 60 days 

Program Recognition Form & Annual Report Program Promotion 60 days Review Business Plan 

Program Recognition Form & Annual Report Submit App to State for Leadership Academy Scholarship if needed Submit App for State Registration Scholarship if needed Program Promotion 60 days  

Program Recognition Form & Annual Report State Meeting‐Sacramento Submit App for Leadership Academy Scholarship if needed Newsletter Program Promotion 60 days Review Business Plan 

May June July AugustProgram Recognition Form & Annual Report File Taxes National Meeting‐DC Program Promotion 60 days  

Program Recognition Form & Annual Report Start Candidate Review Process Program Promotion 60 days Review Business Plan 

Report Best Programs To State Program Recognition Form & Annual Report Newsletter Elections Program Promotion 60 days 

Program Recognition Form & Annual Report Leadership Academy: President‐elect Submit App for State Registration Scholarship if needed Elections Program Promotion 60 days Review Business Plan 

September October November DecemberProgram Recognition Form & Annual Report Elections‐Report Officers by Nov 1 Kick Off Recruitment Campaign Program Promotion 60 days 

Program Recognition Form & Annual Report State Orientation State Meeting Newsletter State Leadership Retreat Local Planning Retreat      Update and Complete New Business Plan Program Promotion 60 days  

Planning Retreat Program Recognition Form & Annual Report National Meeting Installation State Leadership Retreat Local Planning Retreat Program Promotion 60 days Tentative Program Schedule‐Next Year   

Approve New Directors/Task Force Chairs Complete Annual Report by Dec 31 Program Recognition Form & Annual Report Installation by end of December‐Celebrate Balanced Budget App by Membership Submit App for State Registration Scholarship if needed Tentative Program Schedule‐Next Year Review Business Plan 

 

AnnualCalendar

          

President 

Programs 

Treasurer President‐elect 

Membership 

Event One 

Event Two 

Event Three 

Mixer One 

Mixer Two  

Secretary   

Other Business 

Meetings

Strategic Partners 

Brown Bag 

Mastermind

Marketing 

Web Site/Facebook 

Newsletter 

Past President Adv 

PossibleOrganizationChart,BeCreative,whatworksforyouNetwork?

Event Four 

Event Five 

Fund Raising 

Fund Raiser One 

Fund Raiser Two 

Orientation 1 

Orientation 2

Candidate Review 

 

BEHAVIORAL PATTERNS QUESTIONNAIRE Name: ______________________________ Date:___________________________ Please answer this questionnaire according to how you usually interact with others. Your answers should reflect how you are most of the time, in most situations and with most people. Read each set of statements. Circle the letter on each that indicates your behavior in that situation.

1. S Prefers to work independently or dictate the relationship conditions O Prefers to work with others or be included in relationships 2. O Easy to get to know personally in business or unfamiliar social environments S More difficult to get to know personally in business or unfamiliar social environments 3. I Naturally approaches risk or change more slowly or cautiously D Naturally approaches risk or change more quickly or spontaneously 4. S Shows less enthusiasm than the average person O Shows more enthusiasm than the average person 5. S Goes with own agenda O Goes with the flow 6. I Infrequent contributor to group conversations D Frequent contributor to group conversations 7. D Tends to express own views more readily I Tends to reserve the expression of own opinions 8. S Focuses conversation on issues and tasks at hand; stays on subject O Conversation reflects personal life experiences; may stray from “business at hand” 9. D Tends to naturally decide more quickly or spontaneously I Tends to naturally decide more slowly or deliberately 10. O Flexible about how own time is used by others S Disciplined about how own time is used by others 11. D More naturally assertive behavior I More naturally reserved behavior

© Dyan Dobbyn & Associates. All Rights Reserved. 1

12. S Makes most decisions based on goals, facts or evidence O Makes most decisions based on feelings, experiences or relationships 13. I Infrequent use of gestures and voice intonation to emphasize points D Frequently uses gestures and voice intonation to emphasize points 14. O Greater natural tendency toward animated facial expressions or observable body

responses during speaking and listening S More limited facial expressions or observable body responses during speaking

and listening. 15. D More likely to make emphatic statements like “This is so!” “I feel…” I More likely to make qualified statements like “According to my sources…” 16. I Tends to adhere to the Letter of the Law D Tends to interpret the Spirit of the Law 17. S Tends to keep important personal feelings private: tends to share only when necessary O Tends to be more willing to show or share personal feelings more freely 18. D More likely to introduce self to others at social gatherings I More likely to wait for others to introduce themselves at social gatherings

Total number of circled S’s_________ O’s__________ I’s__________ D’s___________

I + O = _______

O + D = _______

I + S = _______

S + D = _______

Totals should add up to 36

© Dyan Dobbyn & Associates. All Rights Reserved. 2

BEHAVIORAL PATTERNS QUESTIONNAIRE RESULTS KEY

I + O = Amiable

O + D = Promoter

I + S = Analytical S + D = Controller

© Dyan Dobbyn & Associates. All Rights Reserved. 3

© Dyan Dobbyn & Associates. All Rights Reserved. www.dyandobbyn.com

Low ASSERTIVENESS High

L o w

E M O T I O N

H i g h

PERSONALITY STYLES

• Don’t be aggressive • Provide plenty of reassurance • Have them make periodic decisions, or

do several mini-closes • Stay on subject • Stress consistency • Have references • Ask questions to find out where they

need clarification • Have family help in the decision • Dress conservatively • Listen • Don’t rush the process • Be compassionate and caring Handshake: Light, loose

• Wear power suit • Don’t be late • Be brief, to the point • Give direct answers • Make eye contact • Play your “aces” early • Stay on track • Outline results expected • Stick to facts • Be strong • Mention price first • Be decisive • Don’t use sales hype • Provide documentation, but do not take

time to present it Handshake: one firm shake- full hand

• Make friends • Show personal approval • Appeal to social needs • Allow plenty of time • Use personal charisma • Mention cost early • Expect delays • Avoid over use of details • Wear anything • Allow them to express themselves • Don’t be tedious • Presentation needs color, photos,

pizzaz Handshake: multiple pump, firm full handshake ... OR HUG!

• Dress conservatively • Be detail oriented, technical • Provide written information with

documentation • Mention cost midway through and

explain how and why • Ignore their critical comments • Assure them of quality service • Don’t dismiss questions or concerns

that may seem irrelevant • De-emphasize amount of change

involved • Remember, you are being tested • NEVER be late Handshake: cuts off at the knuckles

Analytical Controller

Amiable Promoter

When Dealing With Each Style

              What makes a Great Team Leader?              The Five Practices (1)   

Model the Way  One thing you believe or stand for as a leader?   One way you’d like fellow leaders and members to see you in your role as _______________________?    One agreement you’d like the team to make about how to work together?    

Inspire a Shared Vision 

  

One way the Network will be different at end of the year? 

Challenge the Process 

One way you will take a risk, do something differently, be innovative or improve something? 

 Enable Others To 

Act 

One way you will support others on the team; one opportunity you’ll provide team members to grow and develop as leaders? 

 Encourage the 

Heart 

One way you will celebrate what the team has accomplished together; one way you will recognize team members and others who contribute?    

(1) James Kouzes and Barry Posner, The Leadership Challenge, 5th Edition                                             provided by Delizia Consulting Services 

 

 

 

 

 

Challenge or Change: 

What resources are on hand? 

What additional resources are needed? 

What happens if no change is made?  Why does this need to change?  How will this change help our 

members? 

 

Who is responsible? 

 

What project team needs to be formed? 

 

What time frame to complete? 

 

How do we determine success? 

 

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TRANSITION WORKSHEET