Executive Continuity File—Excerpted

• Published date: 01 November 2017
• Date: 01 November 2017
• DOI: http://doi.org/10.1002/ban.30568

6 Board & Administrator

DOI 10.1002/ban © 2017 Wiley Periodicals, Inc., A Wiley Company • All rights reserved

Resource

Executive Continuity File—Excerpted

We must not forget our History and the Philanthropists and their families who have helped IAM grow into the vibrant

ministry it is today! (Here the new ED is referred to all the historical documents and tapes that have been collected over

the last 34 years.)

Also, I suggest the new ED make a point of personally contacting our anonymous donors to introduce him/herself.

I suggest that until the new ED is comfortable with the annual timetable of dates for submission of various grant requests,

publications (annual report; summer, fall and winter newsletters; Faith Liaison letters; etc.) and public relations pieces to

the media, he/she request an annual work plan from the staff member responsible for those respective submissions and

publications identifying when they will be accomplished.

Regular Quarterly Activities:

Executive Director (ED) conducts all daily volunteer briengs during one week.

IAM—A CLOSER LOOK one-hour tour and orientation is conducted 10:30–11:30 a.m. fourth Monday of the month.

Work with Executive Assistant to line up a pastor and volunteer to speak; arrange for Board President or Vice President

to be present to welcome guests.

Attend quarterly CEO Forum, coordinated by United Way and Henderson County Community Foundation (2017 dates:

Feb. 8; May 10; Aug. 9; Nov. 8; time: 3:30–5:00 p.m.; location: First Citizens Bank, 4th oor Board Room.

Regular Monthly Responsibilities:

Second Monday of month, send Board President draft of Executive Committee agenda for third Monday and a draft of

the Board meeting agenda for the fourth Tuesday

Homeless Coalition, second Tuesday of the month.

Second Thursday, participate in Congregational Subcommittee meeting, 1:00 p.m. (coordinate agenda with Chairperson

and Executive Assistant).

Start work on preceding-month report to the Board.

Third Monday, participate in Finance, Executive Committee and Annual Fundraiser Subcommittee meetings; do minutes

of the Executive Committee meeting.

By third Thursday, complete review of Board packet to be posted in the Board section on website.

Chamber Business Morning Update—7:45–9:00 a.m.—usually second Wednesday.

Regular Weekly Responsibilities:

Attend Rotary Club (or Civic Club of your choice) Tuesdays, 11:30–1:00 p.m.

Send agenda for Wednesday staff meeting to staff.

Set at least a 30-minute supervisory session with each staff member for whom you are the direct supervisor—the

exception I have made here is that I see the Intake Managers every day to sign check requests and vouchers and I have

provided supervision and guidance during those meetings.

Weekly Staff Meeting 1:00–2:00 p.m.

January

Consider attending annual Martin Luther King breakfast and ceremony at Blue Ridge Community College, second or

third Monday.

Check with Park Ridge Health to see if they are holding a Healthy Living Fair (they have done clothing/food drives for

us in the past) and if we can have a display emphasizing volunteer opportunities.

In coordination with Board President, complete plans and agenda for Board Retreat, arrange for catering of a continental

breakfast; set agenda for brief business meeting after the Retreat; decide whether to have the Retreat on or off site.

In coordination with Board President, nalize all Committee and Subcommittee assignments and leadership—these

should be posted before the Annual Retreat on the fourth Tuesday of January.

In coordination with the Board President, set agenda for January Executive Committee meeting, noting actions that must

be addressed in accordance with the Executive Committee Work Plan; create/update Retreat Evaluation Form.

First week in January, agendas for New Facility, Capital Campaign and Congregational Support should go out for meet-

ings the following week. ■