The document outlines the key roles and responsibilities of several leadership positions including the CEO, CFO, COO, President/Chair of the Board, Vice President/Vice Chair, and Executive Board Secretary. The CEO oversees strategic direction, implements plans, engages in public relations, interacts with other executives, monitors performance, and sets company culture. The CFO manages finances, growth strategies, and assists the CEO. The COO oversees operations and ensures effective procedures. The President/Chair provides governance leadership and supports the organization. The Vice President/Vice Chair stands in for the Chair and supports the committee. The Executive Board Secretary maintains accurate meeting records and ensures compliance.
The document outlines the key roles and responsibilities of several leadership positions including the CEO, CFO, COO, President/Chair of the Board, Vice President/Vice Chair, and Executive Board Secretary. The CEO oversees strategic direction, implements plans, engages in public relations, interacts with other executives, monitors performance, and sets company culture. The CFO manages finances, growth strategies, and assists the CEO. The COO oversees operations and ensures effective procedures. The President/Chair provides governance leadership and supports the organization. The Vice President/Vice Chair stands in for the Chair and supports the committee. The Executive Board Secretary maintains accurate meeting records and ensures compliance.
● Chief Executive Officer (CEO) - A Chief Executive Officer's roles and
responsibilities will vastly vary between companies, industries, and organization sizes. In general, a CEO may be expected to take on the following tasks: ● Oversee the strategic direction of an organization. Lower-level managers are often more engaged in the day-to-day operating activities of a company. A CEO usually synthesizes these results and decides on the long-term plans of a company. ● Implement changes and proposed plans. After crafting the long-term vision, a CEO usually looks to themselves and other executive leadership to begin implementing those plans. Changes are often directly implemented by operational managers, but it is ultimately up to the CEO to ensure the long-term plans are being followed through. ● Engage in media obligations and public relations. A CEO is often the face of the company, and this includes being involved in media relations. A CEO may speak at conferences, address the public on notable changes to the company, or participate in community events. ● Interact with other leadership executives. As companies grow more diverse, it is vital to the success of a company to have a suite of executives that a CEO can rely on. Instead of directly overseeing every aspect of a company, a CEO often relies on other leaders to manage their own realm, then engages with them to get a high-level understanding of how things are going. ● Maintain accountability with the board. A Board of Directors oversees the entire company's performance and holds a CEO accountable. A CEO often reports to the board, delivers updates on strategic plans, and gets feedback from the board regarding the overall direction of the company. ● Monitor company performance. A CEO is ultimately responsible for the financial performance of a company. A CEO may rely on financial or non-financial metrics to track how things are going. They usually make reporting requests from their direct employees to get a quick sense of how each area in the company is performing and what strategic maneuvers should be taken. ● Setting precedence for the working culture and environment. A CEO is responsible for setting the tone at the top and creating the work environment they believe is best to drive success. Employees working under a CEO often look to the executive to create and maintain the culture of the organization. ● Chief Financial Officer (CFO) duties and responsibilities - CFOs are responsible for managing the financial decisions of a company or organization. When you’re hiring a CFO, look for candidates who can handle the following responsibilities: ● Executing the company’s financial strategy ● Developing plans for growth to increase company profit while also reducing expenditure ● Identifying investment opportunities and managing mergers and acquisitions ● Assisting the Chief Executive Officer (CEO) to develop financial plans ● Managing accounting procedures ● Analyzing data and creating models based on the analysis
● Chief Operations Officer (COO) - oversees a company’s business
operations and reports to the CEO. A COO ensures the company has effective operational and financial procedures in place. Also known as the director of operations, operations director, or chief operating officer.
● Working together with key participants to compile the budget.
● Spearheading strategies to steer the company’s future in a positive direction. ● Driving the company’s operating capabilities to surpass customer satisfaction and retention, and company goals. ● Controlling company costs, and introducing tactical initiatives to address theft and other losses. ● Monitoring invoices, money handling procedures, accounting, and bank processes. ● Preparing timely and accurate financial performance reports. ● Overseeing marketing initiatives and implementing better business practices. ● Delegating responsibilities to ensure staff members grow as capable participants. ● Employing various initiatives to coach employees to optimize their capabilities. ● Completing performance reviews in a prudent manner. ● Assessing and implementing improved processes and new technologies, and collaborating with management regarding the implementation of these improvements. ● President or chair of the board - As a partner to the chief executive officer (CEO) and other board members, the Board Chair will provide leadership to XYZ Nonprofit as it transitions from a newly formed 501(c)(3) organization into a sustainable national entity. The Board Chair will support and sustain the work of XYZ, and provide governance leadership and strategic fundraising support. Specific responsibilities include:
Leadership, governance, and oversight
● Being a trusted advisor to the CEO as s/he develops and implements
XYZ’s strategic plan. ● Developing and managing relationships and communicating with: funders, partners, and other stakeholders. ● As a board member, approving XYZ’s annual budget, audit reports, and material business decisions; being informed of, and meeting all, legal and fiduciary responsibilities. ● Reviewing outcomes and metrics created by XYZ for evaluating its impact, and regularly measuring its performance and effectiveness using those metrics. ● Coordinating an annual performance evaluation of the CEO ● Assisting the CEO and Nominating Committee in recruiting board members. ● Periodically consulting with board members on their roles and helping them assess their performance. ● Planning, presiding over, and facilitating board and committee meetings; partnering with the CEO to ensure that board resolutions are carried out. ● Acting as an ambassador for the organization. ● Ensuring XYZ’s commitment to a diverse board and staff that reflects the communities XYZ serves. ● Vice-president of Vice-Chair Role Title: Vice Chairperson. Responsible To: The Club Executive Committee. Skills Required: ❖ Enthusiastic ❖ Good listener ❖ Diplomacy ❖ Good communication skills ❖ Well organised ❖ Prepared to make a regular time commitment ❖ Decisive ❖ Confident at some public speaking and keeping order during meetings. Main Duties ● To stand in for the Chairperson in his or her absence (see list below).Support the Chairperson by working closely with him/her and accepting any ● delegated tasks that are assigned from the list below. ● Take responsibility for managing the committee and the affairs of the club. ● Chair committee meetings so that everyone has a chance to present their views, ● that all business is complete and that all decisions are properly understood and recorded. ● Oversee and guide all decisions taken by the committee and sub committees. ● In liaison with the Volunteer Coordinator, oversee the work of all officers/members. ● In conjunction with the secretary, prepare and present the annual report. ● Liaise with the secretary on the Agenda for each meeting and approve the ● minutes before they are circulated. ● Be completely familiar with the constitution, club rules, committee procedures and ● the National Governing Body rules and regulations. ● Liaise with the Treasurer to ensure that funds are spent properly and in the best ● interests of the club. ● Help to prepare and submit any statutory documents that are required (e.g. VAT, grant aid reports). ● Represent the club at local, regional and national level. ● Executive Board Secretary - Board secretaries are responsible for keeping track of the minutes and other records from meetings of their organization’s board of directors. They ensure that these records are accurate, organized, and easily accessible to all board members. Board secretaries typically have a wide range of responsibilities, which can include:
● Maintaining accurate records of meetings, including minutes and action
items ● Providing support to the board through organization of meetings, including setting agendas, distributing meeting materials, taking minutes, making sure that proper procedures are followed, and recording votes ● Coordinating with auditors, attorneys, and other professionals to ensure compliance with legal and ethical standards ● Reviewing and editing meeting agendas and materials to ensure that they conform to established rules and regulations ● Processing member payments, dues renewals, new member applications, and other administrative tasks ● Coordinating with management to ensure compliance with government regulations regarding open meetings and other requirements ● Preparing meeting agendas, taking minutes at meetings, and recording votes ● Coordinating with staff to ensure that meetings are well planned and productive, including arranging for speakers or other event presenters ● Preparing reports summarizing proceedings at board meetings and presenting them to the board
● Executive Board Treasurer -
Main Duties: ● Responsible for the board finances. ● Deal efficiently and effectively with all invoices and bills. ● Keep up to date records of all the financial transactions. ● Ensure that funds are spent properly. ● Issue receipts and record all money received. ● Attend board meetings and present the budget report. ● Prepare the end of year accounts to present to the CFO. ● In agreement with the board, plan the annual budget. ● Monitor the budget throughout the year. ● Digital Marketing Executive ● Build, plan and implement the overall digital marketing strategy ● Stay up to date with the latest technology and best practices ● Prepare and manage a digital marketing budget ● Oversee all the company's social media accounts ● Forecast sales performance trends ● Monitor competition and provide suggestions for improvement ● Create digital marketing campaigns. ● Ensure consistency in the brand messaging. ● Work with the sales team to coordinate marketing campaigns. ● Prepare emails and newsletters to send to current customers. ● Launch promotional offers and events to attract new customers. ● Optimise the business website to increase online traffic. ● Follow best practices for social media marketing on different platforms. ● Conduct regular audits for social media and website marketing performance. ● Maintain and monitor online listings across various e-commerce platforms. ● Track marketing metrics and analyze digital data to measure marketing success..
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