Leadership Toolbox: Planning for Impact

1. Leadership Toolbox:Planning for Impact CBLA Presentation Peter M. Reyes, Jr.

2. Planning for Impact • Objective: To help you make effective use of personal and strategic planning to further your leadership path and the organization that you serve.

3. Planning for Impact • Background and Experience • UCLA Latino Leadership Institute • Efficacy Training • Cargill Worldwide Law Dept. Business Plan Team Member • Cargill Worldwide IP Law Business Plan Team Member • Cargill IP Regional Coordinator for LatAm • Developed IP Plan for LatAm Region • Personal Business Plan

4. Why “Plan for Impact”? • “Success is where preparation and opportunity meet” (Bobby Unser) • “The best way to predict the future is to invent it” • “If you don’t know where you are going, you will never get there!”

5. Why “Plan for Impact”? • Need to define the goals you want to reach • Without a plan you can . . . • Get too easily distracted • lose track of your goals • take on too many goals (should be 3-5) • have “scope creep” (straying from mission/goals)

6. What is a “Plan”? • Business Plan • Strategic Plan • Personal Operating Plan • Game Plan • Action Plan • Performance Management Plan • Development Plan • Key Results Areas • To-Do List • It doesn’t matter what you call it as long as you prepare it, communicate it, and execute on it

7. What is a “Plan”? • Bar plan must be consistent with Mission and Vision • Personal plan must be consistent with Goals • Personal brand • Brand the same on personal and professional life • What drives you? What are you passionate about? • Consistency leads to powerful story • If not, creates dissonance • Take a critical look at organization/yourself • Consider doing a SWOT (strengths, weaknesses, opportunities, threats) analysis

8. How Do You Create a Plan? • Brainstorm on goals and make a list (”what”) • Narrow list down to 3-5 goals (e.g., ↑ membership) • List deliverables/strategic areas (e.g. communicate membership benefits) • Steps/Action Items (“how”) (e.g., use social media) • Status/updates (“when”) (e.g., complete 10/31/13) • Communicate to others (studies show it leads to success - accountability) • These take time! It can takes days, weeks, or even months.

9. SMART Guidelines • Specific (“further mission” not enough) • Measurable (e.g., membership numbers) • Attainable (must be reasonable) • Relevant (consistent with mission/personal brand) • Time-bound (set deadline)

10. Mission of the HNBA • Serve as national voice of Hispanic legal community • CLEs at conferences, exchanges ideas and info • Provide testimony before Congress, state legislatures and executive agencies on issues affecting Hispanics. • Work with other bar associations, governmental agencies and community groups to achieve greater involvement in and understanding of the American legal system by the national Hispanic community

11. HNBA Strategic Plan/Goals • Advocacy (CIR, judges) • Infrastructure (hire new ED) • Value Proposition (IP Law Institute, CCC and section) • Collaboration (other bars, Hispanic organizations) • Leadership (CBLA, Leadership CLE track)

12. Summary • Set goals, consistent with personal brand • Define your deliverables • Determine steps to take • Set timeline • Communicate to others (↑ chances of success) • Execute on plan • Update