“The Art of Succession Planning” “Leadership: Empowering Visionaries to Mindfully Lead us into the Future.”
Disclosure Approval statement of provider awarding Continuing Nursing Education (CNE) Credits Chi Eta Phi Sorority, Inc. is an approved provider of nursing continuing professional development by the American Nurses Credentialing Center’s Commission on Accreditation. Completion of this program will award up to 1.5 CNE credits.
Disclosure Evaluations: Use password given during presentations to complete and submit Criteriaevaluation.for awarding nursing continuing professional development credits: Attendee will receive CNE credits by complying with the following: Be registered for the Summit and remain for 90% of each presentation Complete and submit the presentation evaluation form no later than September 2, 2022
Presence or absence of Conflicts of Interest
The speakers and the members of the planning committee support:
have declared no Conflicts of Interest. Commercial
This activity has no commercial support or sponsorship.
Disclosure
“The Art of Succession Planning” National Officers
“The Art of Succession Planning” Leadership
Sarah Killian, DNP, RN, NEA-BC
“The Art of Succession Planning” Real Talk – Supreme Basileus
Learner Outcomes • Define Succession Planning • Identify a minimum of 2 strategies to use for succession planning • Discuss the application of succession planning in Chi Eta Phi Sorority, Incorporated®
• “any type of formal rules or procedures in arranging for managerial succession” (Huang, 1999).
Succession Planning:
• “a deliberate and systematic effort by an organization to ensure leadership continuity in key positions, retain and develop intellectual and knowledge capital for the future, and encourage individual advancement” (Rothwell, 2001, pg. 6).
Evidence-based Descriptions/Definitions
Descriptions/Definitions
• “Management development is often referred to as succession planning” (Marquis & Huston, 2021, p. 278).
•
Evidence-based
“identifying and nurturing promising persons to take on leadership roles in the future” (Victoria; State Government, 2018).
Succession Planning Model (Victoria: 2018)Government,State
Steps 1. Identify Critical Roles 2. Construct Success Profiles 3. Assess Staff 4. Create Development Plan
Steps 5. Develop Successors 6. Successors Ready 7. Review and Adapt
Strategies Strategies for enforcing can include: •Identify those who show great potential •Exceptional skill •Resource fullness •Enthusiasm towards their job (Sweetprocess, n.d.)
Strategies • Provide quality & specific experience & knowledge • Engage leadership to ensure sharing insight & experience • Build a decision-making database for future reference • Manage expectations of team members – avoid work rivalries
Chi Eta Phi Sorority, Incorporated® • Chi Eta Phi Sorority, Incorporated® – “Embrace our Legacy with Honor, Elevate our Presence in the Community, Empower Visionaries to Lead us into the Future”
Chi Eta Phi Sorority, Incorporated® •Bylaws: • Article II - Objectives 5. Articles of Incorporation: shall be to…constantly identify nursing leaders within the membership who will function as agents of social change on the national, regional and local levels.
Chi Eta Phi Sorority, Incorporated® • Article IV, Section 3.Qualifications, A. Supreme Basileus: 1. Master’s or Bachelor’s in Nursing and/or Master’s in a related field; 2. Active unencumbered nursing license; 3. Active member for 8 consecutive years; 4. Attended in a six-year period prior to nomination • 2 Boulés • 4 regional meetings • 2 leadership summits
Chi Eta Phi Sorority, Incorporated® 4. Held an elected leadership position on the local, regional, and national levels; 5. Served as local chapter or regional office as Tamias or Tamiochus within the last immediate eight years.
Succession Planning My story: • Started: Spiritual Life Live to Serve –• Each of you should use whatever gift you have received to serve others, as faithful stewards of God’s grace in its various forms (1 Peter 4:10) • Professional work practice • Education
Succession Planning • Professional organization (1995) • member – local officer – national officer • Those who mentored me were able to recognize potential for leadership • Past Supreme Basilei (Binns, Bellamy, Fennal, McCaskill, Bradley) • Profound –when mentoring look at the ones who are open to mentoring & learning
Summation • Defined Succession Planning (SuPl) • Reviewed SuPl model and recommended steps for success • Identified strategies for success in SuPl • Use of SuPl in Chi Eta Phi
“The Road to Leadership” First Supreme Anti-Basileus
Jonnie Hamilton, DNP, MSHSA, RN, PNP-BC, NE-BC
Learner Outcomes • Discuss how to maintain a continuous and seamless transition of leaders • Discuss how to improve the process of sustainability
Mentorship •Starts with intake •Inquire about vision, and passion •Preparedness •Assets •Goals •Experience
Concerns • Gap between translation of knowledge into practice • Entering the doors of opportunity
Behaviors • Emotions drive behavior • Challenges • Be Prepared • Focus on Progress • Perfection is not required
Things to Remember • Admit when you are wrong • Leaders are not perfect • Listening is one of the most important skills for effective communication
•
•
“People will forget what you said, People will forget what you did, but people will never forget how you made them feel” Miya Angelo
• “Contact, Connect, collaborate: We can do and will make a difference, Nurse that thought” Jonnie Hamilton
“Renew your spirit, Reinvigorate your mind, and refocus your heart to walk in your God-Given purpose – To Lead” Erika Dudley
Quotes for leaders
Important words/phrases EQUITYDIVERSITYINCLUSIVITYBELONGINNESSAPPRECIATION Sustainability is every members responsibility
Second Supreme Anti-Basileus Samantha Agee, MSN-Ed, RN, APRN, CRNA
“Pathways to Leadership”
Learner Outcomes • Define Strategic Planning • Identify keys to building a successful path • Discuss application of a strategic plan within succession planning of Chi Eta Phi Sorority, Incorporated®
Definitions • Strategic Planning • Mentorship • Sponsorship • Fellowship
thedueinfluence.com
thetrainingassociate.com
1- What- Goal 2- Why- Purpose 3MentorshipWho- vs Sponsorship 4- How / When- Action Plan
Strategic Plan for CEPS, Inc? • Evolution • Quantum Transformation • Talent Pipeline • Orientation to role
damuwinston.com
"The Art of Succession Planning" Third Supreme Anti-Basileus Chayla Avery, BSN
•
Learner Outcomes Define the role of the Third Supreme Anti-Basileus and state the responsibilities and eligibility criteria. Define leadership and state examples of how they can nurture their leadership qualities.
•
The Role of the 3rd Supreme Anti-Basileus National Bylaws: Article V – Duties of Officers (pg. 22) Operations Manual: National Officers & CommitteesSection II (pg. 7)
The Role of the 3rd Supreme Anti-Basileus • Designated for an undergraduate member • Major responsibilities with Betas • National Dean of Sponsors • Communicate with Beta Chapters • Appointed by the Supreme Basileus(Operations Manual Committee, 2018)
The Role of the 3rd Supreme Anti-Basileus • Assist the Beta Sponsors • Preside over Beta meetings at Boulé • Liaison to the National Student Nurses Association • Perform duties assigned by the Supreme Basileus (Murphy et al., 2019)
•
(Fennell, 2021)
What is leadership?
"Leadership is like the abominable snowman whose footprints are everywhere but who is nowhere to be seen."
How to prepare for the role • Network within the Sorority • Take advantage of opportunities • Step out of your comfort zone
How to prepare for the role • Be active in the organization • Express interest formally and professionally • Prepare, plan, and execute!
Challenges and victories Challenges • Communication gaps • Navigating the busy schedules of Betas • Time management Victories • New experiences • Strong bonds with Board members • Great relationships with Beta members • Many opportunities for growth • Potential to make a difference • Ability to advocate and so much more!
“The Art of Succession AdministrationPlanning”
“National Secretary”
Stacey Johnson, DNP, RN, CCM, SAFE
National Bylaws Key Points • Minutes of the sorority, the board and the national committee convened by Supreme Basileus. • Communicate the business. • Work collaboratively with the office manager. • Perform the duties assigned by the Supreme Basileus. • Authorized signer of all financial accounts.
Consistent Workflows I. Minutes Meetings of the Sorority convened by the Supreme Basileus. Recording the discussion followed by the development of a written transcript of the meeting. Draft of minutes sent to the minute reviewers assigned by the Supreme Basileus. Approved minutes are distributed.
Consistent Workflows II. MSI Partnership (All Year Round) Creation of the membership certificates for all new members. 2021-2022 New Development: Under this administration myself and the executive director created the electronic membership certificates for new and charter members.
Consistent Workflows III. Reactivations (All Year Round) Financial process to ensure current active financial standing. Collaborative with National Tamiochus. When the per tax capita is received by the National Tamiochus, my role is responsible to track them.
Consistent Workflows Reactivations (All Year Round)
III.
2021-2022
New Development: In collaboration with our National Tamiochus, we created a reactivation tracking tool for the organization. We work together to perform a check and balance with the reactivation process. 2022-2023
New Development: modifications to the operations policy and the forms applicable.
Consistent Workflows IV. Transfers (All Year Round) Receipt of the request and accountability of approving the request to transfer. This process must involve, both chapter basileus and the National Secretary. 2022-2023 New Development: Modifications to the operations policy and the forms applicable.
Consistent Workflows V. Members-At-Large (All Year Round) Collaborative effort with the National Tamiochus. When the per tax capita is received by the National Tamiochus, my role is responsible to track them. Members-At-Large do not pay regional or local dues….Only National.
Consistent Workflows VI. National Roster and Service Booklet Update all region’s officer's status and maintain the service booklet annually.
Strategic Succession Planning 2022: Regional Secretaries Collaboration Purpose is to connect and support each other in our roles as executive secretaries. Discuss opportunities to improve the role and provide insight on strategies that will lead to success on all levels in the organization. Sisterly bonding and growth. Prepare each regional secretary to be the NEXT National Secretary!
Erica Palmer, MS, BSN, RN
“National Tamias”
Learner Outcomes • Identify critical positions • State criteria for National Tamias • Develop a talent pipeline • Create an action plan to prepare successors • Tamias toolbox
• What is Succession Planning? • Process of identifying important positions within an organization • Creating a talent pipeline • Prepare/mentor members to fill positions • Ensures business continuity • Smooth transition of officers/positions
Risks of Not Succession Planning • Loss of organizational knowledge • Elect someone who lacks personal drive, knowledge, or commitment for the job • Potential disruptions to the chapter/organization
Criteria for National Tamias • Member for 7 consecutive years • Unencumbered nursing license • Serviced as a chapter or regional officer • Attended in a 4-year period • (1) Boulé • (2) Regional meetings and/or (1) Leadership Summit prior to nomination • Have experience with computers and proficiency in Excel, Quickbooks or other financial software
Duties of National Tamias • Deposit funds • Distribute funds • Chair budget and finance committee • Perform duties assigned by Supreme Basileus
Duties of National Tamias • Be bonded while in office • Submit: • Annual budget • Financial report and status to Supreme Basileus • Record of accounts for auditing
Action Plan • Develop talent pipeline • Chapter Tamias, Regional Tamias • Mentors • Shadow the position • Take a class in Excel, Bookkeeping, etc. • Orientation • Checklist • Toolbox – to include accounts, login information, previous budgets, etc.
Summation Kahoot Game www.kahoot.it
“National Tamiochus"
Terri Taylor-Hopkins, MSN, RN, APRN, FNP-C
Learner Outcomes At the end of this presentation participants will be able to: • 1. State the Qualifications for the National Tamiochus • 2. State the Role of the National Tamiochus • 3. State how to prepare and submit items to National Tamiochus
Eligibility To serve in the position of the National Tamiochus, the candidate must have 1.been:Amember for (7) seven consecutive years 2. Hold an active unencumbered nursing license 3. Have served as a graduate chapter officer, a regional officer or as a Tamias or 4.TamiochusHaveattended in a four-year (4) period, one (1) Boulé, two (2) regional meetings and one (1) Leadership Summit prior to appointment or election.
7.
To
Eligibility serve in the position of the National Tamiochus, the candidate must have been: Have experience with computers and computer programs, own a computer with Internet capability; have proficiency in the use of Microsoft Word, PowerPoint & Excel The candidate must pass a criminal background check The candidate must be bonded while in office
5.
6.
Submissions When preparing and submitting documents, checks, cashier checks and/or money orders in the name of Chi Eta Phi Sorority Incorporated. 1. Always include a legible name of a contact person 2. Always include an email address to receive an electronic receipt
Summation The National Tamiochus shall: 1. Receive and maintain logs of all funds that are submitted to the organization in the name of Chi Eta Phi Sorority 2.Incorporated.Keepaccurate records of monies received and forwarded to the Tamias.
Summation The National Tamiochus shall: 3. Performed duties assigned by the Supreme Basileus. 4. Report activities to the Board. 5. Maintain financial records and account for an external audit by a Certified Public Accountant.
“The Art of Succession MembershipPlanning”
Organizing a Chapter: Policies and Best Practices Presenter: Soror Linda Tellison, BSN, RN Past National Organizer Zenobia Richbourgh, MSN, RN, FNP, CPN National Organizer 2021-2025
Outcomes knowledge of the basic requirements to organize a graduate and undergraduate chapter. the use of the policies/procedures to organize. best practices to organize. requested deadlines as required by the National Organizer.
2. Describe
1. State
4. State the
3. Identify
PREPARING FOR UNDERGRADUATE CHARTER
o Graduate chapter must elect/appoint two Beta Sponsors. Best practice: Do this early in the planning process so the sponsors can receive training from the National Dean of Sponsors. Planning early will also allow you to network with other chapters who have thriving Beta chapters.
o Chapters shall request an Advisor (University/College School of Nursing) to insure a support system for the undergraduate chapter. Some schools require the advisor to be a member of the organization.
PREPARING FOR UNDERGRADUATE CHARTER o PLEASE make sure to discuss of the level of responsibility as a chapter if considering organizing an undergraduate chapter. Beta Sponsor(s)/graduate supervision is required at all undergraduate events. o There is a separate process for becoming a campus organization that happens prior to being able to go on campus and recruit students! Be patient! o Be aware: University/College campuses are inquiring about or requiring liability insurance. Liability insurance is the responsibility of the graduate chapter.
HIGHLIGHTS Graduate 1. Graduate chapter requires a minimum of twelve (12) prospective candidates to organize as a chapter. 2. New graduate chapters must be more than 50 miles from established active graduate chapter. 3. Nurses chartering new chapters can be retired however they must have an active license as a registered nurse.
HIGHLIGHTS
2. A minimum of nine (9) prospective candidates/nursing students are required to organize as a chapter. Best practices: (1) Recruit more students than needed to organize (2) Recruit students from all eligible levels of nursing program to increase chapter viability.
Undergraduate 1. Permission to organize/charter a new Beta chapter must be obtained from the University/College/School of Nursing/Student Affairs administrator in writing on chapter letterhead prior to starting process for organization.
3. Undergraduate chapter must be within 25 miles of the graduate chapter as per current bylaws.
References Chi Eta Phi Sorority, Incorporated OperationsBylaws: Manual (current edition): Sections II & IV Elected National Organizer Check website for National email address: Officer’s name@chietaphi.org
Felicia Foster-Gibson, BSN, RN
“So, You Want to be National Dean of Membership”
Learner Outcomes • Describe the Roles and Responsibilities of National Dean of Membership • Review the eligibility qualification of the National Dean of Membership.
Role of Dean of
National
Membership • The National Dean of Membership is responsible for approving all membership applications for Chi Eta Phi Sorority, Incorporated®. • Work closely with the National Organizer, National Dean of Sponsors, Chapter’s Dean of Membership and Beta Sponsors.
Role of National Dean of Membership • Send service letter email to all chapters. • Conduct biannually or as needed meetings with all Chapter Deans of Membership and Beta Sponsors. • Responding to the Membership inquires from the National website
Responsibility of National Dean of Membership • Consult with and advise the chapters’ Dean of Membership • Approve charter, graduate and undergraduate applications for membership • Maintain a file of rejected candidates for four years
Responsibility of National Dean of Membership • Perform the duties assigned by the Supreme Basileus • Submit:a.vouchers with receipts to the Tamiochus for expenses for attending meetings approved by the Supreme Basileus or b.BoardReport of activities to the Board and the Boulé
Eligibility qualifications to Run for the Office of National Dean of Membership • Have been an active member for seven (7) consecutive years • Hold an active unencumbered nursing license • Have served in a chapter office, regional office, and/or on regional committee
Eligibility Qualifications to Run for the Office of National Dean of Membership • Attended, in four (4) year period, one Boulé, two regional meetings, and/or one leadership summit prior to nomination • Have experience in membership selection and intake procedures at the chapter level • Be proficient in the use of computers and have active approved email account
Summation • The National Dean of Membership shall serve a single term of four (4) years or until their successor has been elected and shall not be eligible to succeed themselves in any given office. • Be willing to work with and support local Dean of Memberships and Beta Sponsors • Ensure that the chapters are adhering to Policy and Procedures of Membership Selection Intake Process
Summation • Understand that you are continuously reviewing the MSI process to make improve • You want to be able to identify when Educational training are needed • Consider shadowing with the National Dean of Membership
References • Revised 2019 Chi Eta Phi Sorority Incorporated® Membership Selection Intake Policy and Procedure Manual • 2019 Chi Eta Phi Sorority, Incorporated® National Bylaws • 2017 Chi Eta Phi Sorority, Incorporated® Operation Manual
National Dean Of Sponsors
Nadirah Keith, DNP, RN, APRN, FNP-C
Outcomes • At the completion of this segment participants will be able to: • Describe the essential roles of the National Dean of Sponsors (NDOS) • Identify the qualifications for the role of the NDOS • Identify key leadership skills and traits for qualified applicants of the NDOS role.
Chi Eta Phi Sorority Inc. Operations Manual (2019, Sec IV, pg. 25)
“The National Dean of Sponsors serves as a consultant/advisor to the Beta Sponsors and Beta Chapters of Chi Eta Phi Sorority, Incorporated®. This officer works closely with the Third Supreme Anti-Basileus and shall serve as the National Student Nurses Association Liaison”
NDOS Role Description
NDOS Qualifications • To be eligible for the office of National Dean of Sponsors, a nominee shall: • Have been an active member for six (6) consecutive years; • Hold an active unencumbered nursing license; • Have served as a chapter officer, regional officer, and/or a chapter Beta Sponsor; • Have attended, in a four-year (4) period, one Boule’; two (2) regional meetings, and/or one (1) leadership summits prior to nomination. Chi Eta Phi Sorority Inc. National Bylaws (2021, pg.14)
Leadership Skills & Traits • Leadership Traits • Trust • Compassion • Hope • Stable • Critical Thinker • Problem Solver • Leadership Skills • Collaborator • Advocate • Facilitator • Organizer • Counselor • Mediator • As a leader working with college students, you must be open to change and embrace generational differences, views and opinions of those from very diverse backgrounds.
Pathway to National Office • Get involved! • On the local, regional and national level. • Local • Become a Beta Sponsor – If your chapter doesn’t have a Beta Chapter, consider Chartering a Beta Chapter in your area. • Become a chapter officer on the local level. • Regional • Attend Regional conference. • Run for a regional office. • Participate on the Regional Beta Coordination committee. • National • Attend Boule’ and/or Leadership Conference • Professionally • Maintain an active unencumbered nursing license
Conclusion
• Leadership skills of a NDOS include being a collaborator, an advocate, a facilitator, organizer, counselor, and mediator to name a few. Leadership traits include being trustworthy, being stable, having compassion, instilling hope in others, being a critical thinker and problem solver.
• Qualifications to become the NDOS starts at the local level with becoming a local officer and being sure to attend regional and national conferences.
• The role of the National Dean of Sponsors is that of an advocate for Beta Sponsors and Beta Members of Chi Eta Phi Sorority, Incorporated®.
References • Chi Eta Phi Sorority, Incorporated®. (2021). Articles of Incorporation and Bylaws. • Chi Eta Phi Sorority, Incorporated®. (2018 – 2019). Operations Manual 5th ed.
Chi Eta Phi Sorority, Incorporated Articles of Incorporation and National Bylaws, Amended 2021
References
Leadership roles and management functions in nursing (10th ed.). Wolters Kluwer. Murphy, P., Miller, B., Lloyd, V., Fulcher-Burrus, R., Neal-Formey, V., Gray, G., Hester, L., York, L. (Eds.). (2019) Articles of Incorporation and Bylaws: Chi Eta Phi Sorority, Incorporated. National Institutes of Health, Office of Human Resources; Succession Planning: A Step-by-Step Guide. HR.NIH.Gov Victoria: State Government (2018.) Succession planning. https://www.education.vic.gov.au/hrweb/workm/Pages/successplanNSCH.aspx
To Bend without breaking: A qualitative study on leadership by doctors in Sierra Leone. Health policy and planning. Retrieved August 7, 2022, from Marquis,https://www.ncbi.nlm.nih.gov/pmc/articles/PMC8597969/B.L.,&Huston,C.J.(2021).
Chi Eta Phi Sorority, Incorporated “Operations Manual”, 5th Edition, 2018-2019 Fennell, K. (2021, October 27). Conceptualisations of leadership and relevance to health and Human Service Workforce Development: A scoping review. Journal of multidisciplinary healthcare. Retrieved August 7, 2022, from Froelich,https://www.ncbi.nlm.nih.gov/pmc/articles/PMC8558050/K.,Mckee,G.,&Rathge,R.(2009).Successionplanning in nonprofit
Johnson,pdfhttps://marxe.baruch.cuny.edu/wpcontent/uploads/sites/7/2020/04/FroelichMcKeeRathgeSuccessionPlanninginNonprofitOrganizations.organizations.O.,Sahr,F.,Begg,K.,Sevdalis,N.,&Kelly,A.H.(2021,November11).
Boykin, A., Schoenhofer, S. O. B., & Valentine, K. L. (2014). Health care system transformation for nursing and health care leaders: Implementing a culture of caring. Springer Publishing Company, LLC.