LEADERSHIP DAY

LEAD Class 2013, “Lucky 13”

Leadership Day Committee

Beth Bamber

University of Cincinnati – Clermont

Eric Brown

Milford Winnelson

Susan Ellerhorst

City of Milford

Sheila Hinton

Clermont Family YMCA

Beth McManus

Grant Career Center

Child Focus, Inc.

Bryan Werwick

Tata Consultancy Services

Construct a memorable event for

LEAD members, alumni and the

community focusing on the role of

trust and integrity in leadership

Generate networking

opportunities for local leaders

Renewed passion for staying

engaged in community

leadership roles

Team Members Project Goal

Budget

ExpensesEstimated Actual

Total Expenses $9,010.00 $8,199.80

Estimated Actual Estimated Actual

Site Refreshments

Room and hall fees $400.00 $300.00 Breakfast Buffet $2,250.00 $2,175.00

LCD Package (Main room) $300.00 $125.00 $15 x145 participants

Microphones (3 x $30) $120.00 $0.00 Coffee/Tea (6 gallons) $230.00 $100.80

Screen for Breakout Rooms $500.00 $150.00

20% charge (room & tech) $115.00 Lunch - LEAD only ($12 x 30) $360.00 $384.00

Totals $1,320.00 $690.00 Totals $2,840.00 $2,659.80

Decorations Program

Cookies (LEAD only) donated $0.00 Keynote Speaker - Karen Forgus $0.00 $0.00

Keynote Speaker - Todd Udstetter $500.00 $500.00

Breakout Speaker 2 - Christi Densmore $500.00 $500.00

Breakout Speaker 3 - Mary Russel $350.00 $350.00

Breakout Speaker 4 - Phil Barth $0.00 $0.00

Totals $0.00 $0.00 Totals $1,350.00 $1,350.00

Publicity Speaker Expenses

Graphics work $2,500.00 $2,500.00 Reds Community Fund $1,000.00 $1,000.00

Photocopying/Printing

Postage Totals $1,000.00 $1,000.00

Totals $2,500.00 $2,500.00

Leadership Day Budget

Tasks and Decision-Making Process

Utilized by Team

Team collaboration

No natural leader

No history

No ownership

Marketing & Advertising

Beth Bamber

Registration and Budget

Beth McManus

Sponsorship

Sheila Hinton

Logistics

Susan Ellerhorst

Speakers and Communication

Bryan Werwick & Eric Brown

Action Steps & Project Activities

Select Theme

Recruit Speakers

Select Venue

Solicit sponsorships

Select break out sessions

Select food and refreshment

Establish Budget

Establish Registration Plan

Establish Marketing Plan

Establish Member responsibility

Status updates

Meet with Speakers

Determine ticket cost

Thank you to Speakers & sponsors

Speakers for topic

• Where do we start & find them

• Capability and availability

• Willing & engaging

Time commitment

Budget requirements

• No seed money & support

• Chamber donation of $2,500-$5,000

Sponsorships

• No history

• Chamber credentials from the beginning

No sample or template

• Protocol for process & procedures

Date – tax season & spring break

Target Audience

Challenges

Recommendations & Opportunities

Clear Expectations for Advisors

Group Members pick the topic

Guidelines & resources available

Eliminate marketing cost in budget

Seed money in budget before project

Group members passionate about project

Less struggles

Positive experience for members

Create enthusiastic alumni

Recommendations Opportunities

• Community Outreach about Trust and Integrity

• Education about LEAD

• Awareness about Peer relationships

• Share ideas, problems and solutions

Impact on Community

Project Learnings Related to LEAD

Clermont Goals

Topic & speakers – inspire a shared vision

Budget – challenge the process

Project Tasks – enable others to act

Sponsorships- model the way & challenge the

process

The Team – after reaching our goal!

Brought to you by:

Beth, Susan Sheila, Bryan, Beth and Eric

What We Learned Along the Way

Model the Way

Clarify your values – after a discussion with our

advisors, we adopted the theme “Trust and Integrity”

because we believe that it is the basis of leadership

We designed the program was to create a format for

an annual leadership program that can be built upon

What We learned Along the Way

Inspire a Shared Vision

Once the theme was selected, we designed the flow of

the seminar and chose speakers who would inspire our

participants

We enlisted the speakers to present information that

would illustrate how they would animate the vision

What We Learned Along the Way

Challenge the Process

When hurdles came along, we assessed the situation

and decided as a team on how to address them. We

celebrated small wins, such as finding ways to cut the

budget

What We Learned Along the Way

Enable Others to Act

We brought in speakers that could address how to

build trust in organizations. They encouraged us to

develop new competencies that would build trust with

others, and they gave us confidence to act

What We Learned Along the Way

Encourage the Heart

Through the process of developing this program, we

encouraged each other to use our strengths, and

recognized the contributions that each person made

Our team supported each other when we experienced

problems, problem-solved together and kept each

other laughing

What We Learned Along the Way

Even though we did not have one “leader”, we had

a team of capable leaders who were self-directed

and committed

There is not just one way to lead – we each have

different styles, and we capitalized on them. We

also gave each other enough room to make a

contribution without questioning, just support

Given a big project to accomplish with a team of

unfamiliar people was scary but taught us how to

pay attention and encourage each other

Questions?