Housing Association Training Institute

LEADERSHIP AND ORGANIZATIONAL DEVELOPMENT
COURSE OUTLINE

TRAINING NEEDS ASSESSMENT

1. Assessment of training needs of the board members
2. Development of training curriculum

POSITIVE MENTAL ATTITUDE/TEAM BUILDING

1. Developing and maintaining a positive mental attitude
2. Recognizing and understanding the characteristics of fellow board members
3. Personal and inter-group dynamics
4. Creating and building the team

ORGANIZATIONAL POLICY DEVELOPMENT

1. Creating the organization's mission statement
2. Developing the Code Conduct
3. Developing the Good Neighbor Policy
4. Creating or amending bylaws
5. Developing the Personal Policy
6. Developing Memoranda of Understanding

ORGANIZATIONAL STRUCTURE

1. Creating the organizational chart
2. Establishing board committees
3. Maintaining effective committees

BOARD OF DIRECTORS TRAINING

1. Purpose and function of the board of directors
2. Role and duties of board officers and members
3. Developing and maintaining an effective board

LEGAL ISSUES

1. Incorporating the organization
2. Filing for IRS tax-exempt status

FINANCIAL MANAGEMENT

1. Understanding what a budget is
2. Using the budget as a management tool
3. Developing the organization's budget
4. Creating a sound financial management system
5. Developing monthly financial reports

HUD AND HOUSING AUTHORITY REGULATIONS AND POLICY

1. Understanding the major regulations of the housing authority and the Department of Housing and Urban Development
• PHA lease
• Occupancy and admissions
• Rent collection and eviction policy
• Procurement policy
• Pet policy
• Section 3
• Comprehensive Grant Program

RECORD KEEPING

1. Setting up an office filing system
2. Designing inventory controls

HIRING AND INTERVIEWING CONSULTANTS

1. Determining the need
2. Understanding the procurement process
3. Establishing the interview process
4. Creating the evaluation process
5. Developing the consultant contract
6. Monitoring the consultant

DEVELOPING THE STRATEGIC PLAN

1. Creating the shared vision
2. Defining the organization's mission statement
3. Determining the organization's themes, values, short and long term goals
4. Development of action plans

DEVELOPING PERFORMANCE REVIEW SYSTEMS

1. Developing performance evaluation standards.
2. Evaluating the board of directors
3. Evaluating the staff
4. Evaluating the organization

DEVELOPING THE RELOCATION PLAN

1. Federal rules and regulations
2. Local policies and procedures
3. Residents rights
4. Creating the plan

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For more information, contact Reymundo Reyes at 215/545-6010 or e-mail him at Rey.Reyes@hadv.org

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