accountability chart
THE LEADERSHIP SUCCESS GUIDE
©TRI Leadership Resources, LLC
ACCOUNTABILITY CHART who:
will do:
date:
Facebook: www.facebook.com/trileadership
report to:
buddy:
Twitter: TeamTRI
status:
www.teamtri.com
THE LEADERSHIP SUCCESS GUIDE
©TRI Leadership Resources, LLC
ACCOUNTABILITY CHART who:
will do:
date:
Facebook: www.facebook.com/trileadership
report to:
buddy:
Twitter: TeamTRI
status:
www.teamtri.com
THE LEADERSHIP SUCCESS GUIDE
©TRI Leadership Resources, LLC
ACCOUNTABILITY CHART who:
will do:
date:
Facebook: www.facebook.com/trileadership
report to:
buddy:
Twitter: TeamTRI
status:
www.teamtri.com
THE LEADERSHIP SUCCESS GUIDE Dynamic leaders don’t just set goals—they set a range of goals. The greatest corporations and organizations in the world set baseline goals and stretch goals to encourage everyone to reach as far as possible based on past experiences, current situations and future dreams. Here’s how “GO BIG GOALS” can you help your team be known for great leadership! GO BIG GOALS are designed to help leaders establish milestones, maintain momentum, and keep everyone motivated to build the best year possible for those they serve. BIG is an acronym for: Budget, Incredible, Grand Slam. Here’s how setting a goal range works:
©TRI Leadership Resources, LLC “If your senior leaders can’t tell you the organization’s top 3 priorities, you aren’t leading very well.”
gobig goals
Jeff Immelt, CEO General Electric
START WITH LAST YEAR’S METRICS! What did your organization accomplish last year in whatever categories are important to your team?
Budget Goals! Based on historical achievement, what is the baseline minimal acceptable achievement on a specific project, program or initiative? Incredible Goals! If the team is really organized, plans well and executes dynamic leadership—what could you stretch to achieve? Grand Slam! Based on your team’s leadership, your organization’s potential, and external factors going your way, what could you stretch to achieve?
STATUS! Every team meeting, get an update on your metrics. Great leaders work hard and they know their numbers. Are you ahead of last year? If not, time to mobilize! If you passed your Budget Goal—keep going! If you achieved your Incredible Goal plan to celebrate and recognize those who made it possible! Hit your Grand Slam Goal? Congratulations—your team is going down in history as one of the best ever!
Facebook: www.facebook.com/trileadership
Twitter: TeamTRI
www.teamtri.com
THE LEADERSHIP SUCCESS GUIDE GOAL #1:
PROGRAM OF WORK
Objectives A.
©TRI Leadership Resources, LLC
Actions
Who
Date
1. 2. 3.
B.
C.
D.
Facebook: www.facebook.com/trileadership
Twitter: TeamTRI
www.teamtri.com
THE LEADERSHIP SUCCESS GUIDE GOAL #2:
PROGRAM OF WORK
Objectives A.
©TRI Leadership Resources, LLC
Actions
Who
Date
1. 2. 3.
B.
C.
D.
Facebook: www.facebook.com/trileadership
Twitter: TeamTRI
www.teamtri.com
THE LEADERSHIP SUCCESS GUIDE GOAL #3:
PROGRAM OF WORK
Objectives A.
©TRI Leadership Resources, LLC
Actions
Who
Date
1. 2. 3.
B.
C.
D.
Facebook: www.facebook.com/trileadership
Twitter: TeamTRI
www.teamtri.com
THE LEADERSHIP SUCCESS GUIDE GOAL #4:
PROGRAM OF WORK
Objectives A.
©TRI Leadership Resources, LLC
Actions
Who
Date
1. 2. 3.
B.
C.
D.
Facebook: www.facebook.com/trileadership
Twitter: TeamTRI
www.teamtri.com
THE LEADERSHIP SUCCESS GUIDE GOAL #5:
PROGRAM OF WORK
Objectives A.
©TRI Leadership Resources, LLC
Actions
Who
Date
1. 2. 3.
B.
C.
D.
Facebook: www.facebook.com/trileadership
Twitter: TeamTRI
www.teamtri.com
THE LEADERSHIP SUCCESS GUIDE What Chapter Officers Should Know and Do ©TRI Leadership Resources, LLC
President and Vice Presidents
Financial Officers
Public Relations Communication Officers Officers
• running meetings
• chapter budget
• chapter image
• role as ambassador and speaker
• financial procedures for chapter
• attitude to officers and members (getting every member involved)
• accounts receivable, membership dues, follow up with those who owe
• knowledge of target audiences and member information
• delegation and follow up
• financial reports
• teamwork and collaboration
• organizing and coordinating fund raising
• Vision & Program of Work Implementation • empowerment, decisions, expertise and awareness • inspire, celebrate, encourage • connection to adviser and officers
• knowing how school financial support works • meeting with business leaders to secure sponsorship
• communication plan (from officers to members, parents, administration, faculty) • memo and letter writing
• eye for pictures and ability to write articles and press releases
• thank you letters
• speaking and writing
• meeting agenda and minutes
• planning PR campaigns (recruitment, fund raising, school/ community service)
• scrapbook
• interface with school media (school newsletters, yearbook, newspaper)
• in cooperation with PR: • newsletter • website • flyer and poster
• input of financial transactions
• interface with state and national association media
• audit and review of finances
• CTSO week promotions
Facebook: www.facebook.com/trileadership
• electronic presentation
Twitter: TeamTRI
www.teamtri.com
©TRI Leadership Resources, LLC
ACCOUNTABILITY CHART who:
will do:
date:
Facebook: www.facebook.com/trileadership
report to:
buddy:
Twitter: TeamTRI
status:
www.teamtri.com
THE LEADERSHIP SUCCESS GUIDE
©TRI Leadership Resources, LLC
ACCOUNTABILITY CHART who:
will do:
date:
Facebook: www.facebook.com/trileadership
report to:
buddy:
Twitter: TeamTRI
status:
www.teamtri.com
THE LEADERSHIP SUCCESS GUIDE
©TRI Leadership Resources, LLC
ACCOUNTABILITY CHART who:
will do:
date:
Facebook: www.facebook.com/trileadership
report to:
buddy:
Twitter: TeamTRI
status:
www.teamtri.com
THE LEADERSHIP SUCCESS GUIDE Dynamic leaders don’t just set goals—they set a range of goals. The greatest corporations and organizations in the world set baseline goals and stretch goals to encourage everyone to reach as far as possible based on past experiences, current situations and future dreams. Here’s how “GO BIG GOALS” can you help your team be known for great leadership! GO BIG GOALS are designed to help leaders establish milestones, maintain momentum, and keep everyone motivated to build the best year possible for those they serve. BIG is an acronym for: Budget, Incredible, Grand Slam. Here’s how setting a goal range works:
©TRI Leadership Resources, LLC “If your senior leaders can’t tell you the organization’s top 3 priorities, you aren’t leading very well.”
gobig goals
Jeff Immelt, CEO General Electric
START WITH LAST YEAR’S METRICS! What did your organization accomplish last year in whatever categories are important to your team?
Budget Goals! Based on historical achievement, what is the baseline minimal acceptable achievement on a specific project, program or initiative? Incredible Goals! If the team is really organized, plans well and executes dynamic leadership—what could you stretch to achieve? Grand Slam! Based on your team’s leadership, your organization’s potential, and external factors going your way, what could you stretch to achieve?
STATUS! Every team meeting, get an update on your metrics. Great leaders work hard and they know their numbers. Are you ahead of last year? If not, time to mobilize! If you passed your Budget Goal—keep going! If you achieved your Incredible Goal plan to celebrate and recognize those who made it possible! Hit your Grand Slam Goal? Congratulations—your team is going down in history as one of the best ever!
Facebook: www.facebook.com/trileadership
Twitter: TeamTRI
www.teamtri.com
THE LEADERSHIP SUCCESS GUIDE GOAL #1:
PROGRAM OF WORK
Objectives A.
©TRI Leadership Resources, LLC
Actions
Who
Date
1. 2. 3.
B.
C.
D.
Facebook: www.facebook.com/trileadership
Twitter: TeamTRI
www.teamtri.com
THE LEADERSHIP SUCCESS GUIDE GOAL #2:
PROGRAM OF WORK
Objectives A.
©TRI Leadership Resources, LLC
Actions
Who
Date
1. 2. 3.
B.
C.
D.
Facebook: www.facebook.com/trileadership
Twitter: TeamTRI
www.teamtri.com
THE LEADERSHIP SUCCESS GUIDE GOAL #3:
PROGRAM OF WORK
Objectives A.
©TRI Leadership Resources, LLC
Actions
Who
Date
1. 2. 3.
B.
C.
D.
Facebook: www.facebook.com/trileadership
Twitter: TeamTRI
www.teamtri.com
THE LEADERSHIP SUCCESS GUIDE GOAL #4:
PROGRAM OF WORK
Objectives A.
©TRI Leadership Resources, LLC
Actions
Who
Date
1. 2. 3.
B.
C.
D.
Facebook: www.facebook.com/trileadership
Twitter: TeamTRI
www.teamtri.com
THE LEADERSHIP SUCCESS GUIDE GOAL #5:
PROGRAM OF WORK
Objectives A.
©TRI Leadership Resources, LLC
Actions
Who
Date
1. 2. 3.
B.
C.
D.
Facebook: www.facebook.com/trileadership
Twitter: TeamTRI
www.teamtri.com
THE LEADERSHIP SUCCESS GUIDE What Chapter Officers Should Know and Do ©TRI Leadership Resources, LLC
President and Vice Presidents
Financial Officers
Public Relations Communication Officers Officers
• running meetings
• chapter budget
• chapter image
• role as ambassador and speaker
• financial procedures for chapter
• attitude to officers and members (getting every member involved)
• accounts receivable, membership dues, follow up with those who owe
• knowledge of target audiences and member information
• delegation and follow up
• financial reports
• teamwork and collaboration
• organizing and coordinating fund raising
• Vision & Program of Work Implementation • empowerment, decisions, expertise and awareness • inspire, celebrate, encourage • connection to adviser and officers
• knowing how school financial support works • meeting with business leaders to secure sponsorship
• communication plan (from officers to members, parents, administration, faculty) • memo and letter writing
• eye for pictures and ability to write articles and press releases
• thank you letters
• speaking and writing
• meeting agenda and minutes
• planning PR campaigns (recruitment, fund raising, school/ community service)
• scrapbook
• interface with school media (school newsletters, yearbook, newspaper)
• in cooperation with PR: • newsletter • website • flyer and poster
• input of financial transactions
• interface with state and national association media
• audit and review of finances
• CTSO week promotions
Facebook: www.facebook.com/trileadership
• electronic presentation
Twitter: TeamTRI
www.teamtri.com
