NAWBO Cleveland

Board Roles & Responsibilites

Length of Board Term: One Year

Requirements: Member in good standing and served as President-Elect.

Primary Responsibilities: Lead the Board of Directors and be the public face of NAWBO Cleveland

•    Liaison with the national NAWBO organization
•    Oversee activities of the Board of Directors
•    Represent NAWBO Cleveland in the community
•    Maintain policies and procedures related to board operations.
•    Actively train the President Elect to be President

Actively seek to identify potential Chapter leaders, and groom and train one or more members to lead a committee and/or serve on the Board.

Specific Duties:

Chair of Board of Directors
•    Chair Board business meetings and other special Board meetings.
•    Set goals and objectives for board activities and monitor progress.
•    Develop leadership skills of board members.

Liaison with National NAWBO Organization
•    Participate in national-sponsored activities directed at presidents
•    Attend national and regional meetings when possible
•    Develop relationships with other chapters.

President Activities
•    Preside at NAWBO Cleveland functions
•    Participate on the Corporate Partner Council
•    Represent NAWBO in the community
•    Provide material for internal communications to keep members informed on board activities.

President Elect

Length of Term: One Year

Requirements: Member in good standing and has served on the NAWBO Board of Directors.

Primary Responsibility: Prepare for assuming the role of President, assume the duties of President in her absence, act as Secretary, and to

•    Oversee the office support functions/vendors
•    Supervise the strategic planning process
•    Chair the Alliance Council
•    Oversee the activities of the Top 10 Committee
•    Participate on Corporate Partner Council

Specific Duties:

Immediate Past President

Length of Board Term: One Year

Requirements: Member in good standing and served as the most recent President.

Primary Responsibilities:  Provide counsel to the President and Board

•    Chair the Corporate Partner Council
•    Chair the Nominating Committee
•    Chair Bylaw Committee, as needed
•    Maintain policies and procedures for the council and committees listed.

Actively seek to identify potential Chapter leaders, and groom and train one or more members to lead a committee and/or serve on the Board.

Specific Duties:

•    Install incoming Board of Directors at the end of term (as the outgoing IPP) at the installation meeting.

Corporate Partner Council
•    Chair the Corporate Partner Council and report its activities to the board
•    Review corporate partner levels and benefits to ensure maximum benefit to members and the corporate partner
•    Coordinate with Administrative Office to ensure all invoices, communications and other contacts with Corporate Partners are timely and correct.

Nominating Committee
•    Manage nominating process, per Bylaw requirements, to develop slate of officers and directors to be presented to the Board for approval.
•    Distribute approved slate of nominees to the membership and oversee voting process.

Bylaws Committee
•    Update Bylaws as needed by calling and chairing a Bylaws Committee., Present recommendations to the Board of Directors for approval.
•    Present bylaws as approved by the Board to membership for voting.


Interface with President, President-Elect, VP Marketing and VP Communications to ensure web site is current to reflect corporate partner status, communication of nomination slate and bylaw announcements as well as voting procedures.

Committees Supervised: Corporate Partner Council, Nominating Committee and Bylaws Committee

Vice President - Technology

Length of Board Term: Two years

Requirements: Member in good standing and served for at least one year on the NAWBO Board of Directors.

Primary Responsibilities: Ensure NAWBO Cleveland is taking advantage off all technology available to it to

• Brand and solidify the image of NAWBO Cleveland
• Communicate details of specific activities
• Provide educational information and lead discussions on technology with members
• Maintain policies and procedures for all technology activities.

Actively seek to identify potential Chapter leaders, and groom and train one or more members to leader a committee and/or serve on the Board.

Specific Duties:

• Oversee maintenance of website, Access database and Constant Contact
• Maintain current information on web site and functionality of website.
• Periodically evaluate new on-line applications and software that benefits the Board and membership including those that impact Office operations
• Maintain policies and procedures related to all technology activities.
• Moderate a “Tech Corner” forum in the Discussion Board

Interface with VP Marketing, VP Education, VP Membership, President and President – Elect and office

• Ensure coordination of information and production schedules to ensure timeliness of all efforts
• Analyze impact of materials and contents on attendance to assist in development of more effective internal and external communications regarding offerings
• Participate in resolution of issues as they may arise

Committees Supervised: Website Committee, and other committees that may be established to develop and execute new initiatives.

Vice President - Education

Length of Board Term: Two years

Requirements: Member in good standing and served for at least one year on the NAWBO Board of Directors.

Primary Responsibilities: Deliver high quality content to NAWBO Cleveland members designed to

•    Provide opportunity for interaction and peer learning
•    Provide exposure to new skills, tools and trends to foster growth as a business owner
•    Provide opportunities for members to interact with others in the area’s business communities
•    Maintain policies and procedures related to educational activities.

Actively seek to identify potential Chapter leaders, and groom and train one or more members to lead a committee and/or serve on the Board.

Specific Duties:

Program Development – Chapter Meetings
•    Conduct forums and surveys (with Education Committee) to develop plan of topics and speakers for full Chapter meetings
•    Oversee Education Committee work in executing program plan including obtaining speakers, joint development of marketing and communication materials with Marketing and Communications Committee members, coordination of speaker audio/visual requirements with Administrative Office, and speaker contracts
•    Ensure programs are booked through the end of the calendar year in which term is completed
•    Analyze, along with Education Committee chair, feedback from Chapter meetings on topics and speakers and monitor attendance trends

Program Development – NAWBO University
•    Oversee committee work in development of curriculum including participation in forums and development of surveys for topics and workshop leader ideas
•    Oversee committee work in executing curriculum plan and all marketing and communications material development with Corporate Presenting Sponsor(s) and internal resources
•    Analyze, along with NAWBO University Committee chair, feedback from workshops regarding topics and workshop leaders, and monitor attendance trends

Program Development – Other
•    Research other opportunities to bring content to members using channels other than in-person meetings/seminars
•    Identify other opportunities for members to participate in joint programs/events with other area organizations
•    Identify funding sources (e.g., 503c, grants and other sources) to expand offerings into other woman business owner segments not currently served
•    Develop plan to implement the opportunities identified above.

Interface with VP Marketing and VP Communications
•    Ensure coordination of information and production schedules to ensure timeliness of all efforts
•    Analyze impact of materials and contents on attendance to assist in development of more effective internal and external communications regarding offerings
•    Participate in resolution of issues as they may arise

Committees Supervised: Education Committee, NAWBO University Committee and other committees that may be established to develop and execute new initiatives

Vice President -  Finance

Length of Board Term: Two years

Requirements: Member in good standing and served for at least one year on the NAWBO Board of Directors.

Primary Responsibilities: Ensure the financial health of the chapter

•    Monitor cash flow and actual-to-budgeted income and expenses
•    Prepare monthly financial statements and ensure tax returns are timely and correctly filed
•    Provide financial guidance to the Board regarding investments, service providers and policies and procedures.
•    Maintain policies and procedures related to financial policy.

Actively seek to identify potential Chapter leaders, and groom and train one or more members to lead a committee and/or serve on the Board.

Specific Duties:

Participate as a member of the Corporate Partner Council

Cash Account Monitoring
•    Approve all disbursements and invoices and ensure timely deposits of funds
•    Ensure bank reconciliations are correct
•    Establish and monitor banking relationships for chapter (e.g., signature cards, check ordering, online access).
•    Manage and keep listing of investments and maturity dates.  Make recommendations for re-investment.

Budgeting and Financial Recordkeeping
•    Establish annual budget with input from Finance Committee, President, President-Elect and the Vice Presidents.  Submit to board for approval.
•    Review financial data on an ongoing basis with Finance Committee and accountant.
•    Maintain Chart of Accounts.
•    Produce financial statements and monthly dashboard analysis for board meetings.
•    File appropriate tax returns (990 Return and County Sales Tax and other returns as needed.)
•    Reconcile rebate reports and membership data monthly. Coordinate with Administrative Office and VP Member Services  an accurate accounting of membership fees and members.
Interact with President, President-Elect and other board members as appropriate for budget development, monitoring and approval of expenses.

Committees Supervised: Finance committee

Vice President -  Marketing

Length of Board Term: Two years

Requirements: Member in good standing and served for at least one year on the NAWBO Board of Directors.

Primary Responsibilities: Deliver high impact external communications content to NAWBO Cleveland members, Corporate Partners and the greater community to
•    Brand and solidify the image of NAWBO Cleveland
•    Communicate details of specific activities
•    Maintain policies and procedures for all communication and marketing activities.

Actively seek to identify potential Chapter leaders, and groom and train one or more members to lead a committee and/or serve on the Board.

Specific Duties:

•    Build and expand the NAWBO Cleveland brand
•    Ensure external communications are consistent and timely
•    Analyze impact of external communications
•    Maintain policies and procedures related to all marketing activities.

External Communications
•    Oversee committee work in development of marketing plan
•    Oversee committee work in executing the marketing plan and ensure consistency of message and brand.
•    Develop program to take advantage of social media

External– Trade Shows
•    Oversee committee work for trade shows
•    Approve trade show schedule and expenses

External– Public Relations
•    Oversee committee work in development of list of contacts and schedule of press releases in coordination with other board members.
•    Maintain template for press releases

Interface with VP Communications, VP Education, VP Membership, President and President - Elect
•    Ensure coordination of information and production schedules to ensure timeliness of all efforts
•    Analyze impact of materials and contents on attendance to assist in development of more effective internal and external communications regarding offerings
•    Participate in resolution of issues as they may arise

Committees Supervised: External Communications Committee, Social Media Committee, Trade Show Committee and other committees that may be established to develop and execute new initiatives

Vice President -  Member Services

Length of Board Term: Two years

Requirements: Member in good standing and served for at least one year on the NAWBO Board of Directors.

Primary Responsibilities: Provide high quality member experience for NAWBO Cleveland members and

•    Provide opportunities for members to become involved in Chapter committees and activities
•    Attract new members and achieve retention targets
•    Recognize member achievements in the community as well as within the Chapter

Actively seek to identify potential Chapter leaders, and groom and train one or more members to lead a committee and/or serve on the Board.


Specific Duties:

New Member Recruitment
•    Oversee New Member Committee activities including development of special recruiting events, joint development of marketing and communication materials with Marketing and Communications Committee members of these special events
•    Develop strategy for attracting new members and identifying new groups to target
•    Analyze, along with New Member Committee chair, feedback from prospects and new member activities

Member Retention
•    Oversee committee work in development of strategies for member retention
•    Conduct member surveys as appropriate
•    Analyze, along with Member Retention Committee chair, feedback from non-renewing members

Member Services
•    Develop programs to emphasize value of membership to new and existing members
•    Oversee committee work to execute the programs
•    Nominate and/or ensure publication of award opportunities to the membership (e.g., Athena, Rainmaker, and Women of Note)
•    Recognize member contributions to NAWBO Cleveland
•    Coordinate with Administrative Office and VP Finance to ensure accurate list of members is maintained.


Interface with Marketing VP and Communications VP
•    Ensure coordination of information and production schedules to ensure timeliness of all efforts
•    Analyze impact of materials and contents on attendance to assist in development of more effective internal and external communications regarding new member recruitment and retention efforts
•    Develop plan with Marketing and Communications to ensure online directory is updated and published at least semiannually.
•    Participate in resolution of issues as they may arise

Committees Supervised: New Member Committee, Member Retention Committee, Member Services Committee and other committees that may be established to develop and execute new initiatives.

Director

Length of Board Term: Two Years

Requirements: Member in good standing.

Primary Responsibilities: Chair one or more committees to support the goals of the Board

•    Ensure committee work is completed in accordance with objectives and goals established by the appropriate Vice President
•    Participate in board meetings and special sessions

Actively seek to identify potential Chapter leaders, and groom and train one or more members to lead a committee and/or serve on the Board.

Specific Duties:

•    Determined by the committee chaired.