Role description - programs operational excellence regional director

The Programs Operational Excellence Regional Director provides region-wide training, support, best practices, resources, etc on programs and event planning to all local chapters and regional committees. Responsible for oversight of the region-wide event calendar and is the primary liaison between HBA Central programs staff and volunteers within regionReports to the regional Programming Center of Excellence (COE) President.

Regional Director role responsibilities 

  • Maintains a committee (or committees) of volunteers to assist with strategy-setting, planning and activity implementation to deliver on committee expectations. 
  • Collaborates with regional Engagement committees to identify and satisfy specific volunteer needs; actively invites members from across the region (and beyond) to participate on their committee. 
  • Ensures all committee members are trained and have access to required materials for their role. Ensures committee members deliver on committee expectations with high quality and professionalism and ensures committee volunteers comply with all HBA standards and policies.
  • Aligns committee planning, goals and activities with other relevant regional committees, chapters and HBA central. 
  • Establishes committee meeting frequency, defines participation expectations and chairs committee meetings.
  • Attends to succession planning, developing the next wave of committee or regional leaders. 
  • Participates in COE, Chapter and/or regional meetings as needed to ensure alignment of activities. 
  • Actively participates on functional calls with HBA staff and ensure information is shared with committee in a timely manner. 
  • Manages committee budget, where appropriate 
  • Responsible for reporting committee plans and status and data to COE President. 

Programs Operational Excellence responsibilities

  • Provides region wide support: Supports the program and event planning volunteers in the chapters and regional committees (e.g. Affinity groups, Mentoring).
    • Share HBA educational strategy, guidelines and priorities with volunteers
    • Train volunteers on HBA policies, branded programs, planning process, templates, tools, and standards including role of chapter volunteers, regional volunteers and HBA Central staff
    • Ensure volunteers have access to all required tools and reports
    • Maintains a repository of best practices to streamline planning and execution 
    • Act as subject matter expert, coach, support for programming and event teams. 
  • Primary liaison between HBA central staff and regional volunteers.
    • Ensure compliance with event pricing, content policies and guidelines.
    • Provide feedback, new ideas and innovations from region to Central staff for possible inclusion in HBA standards and branded offerings. 
    • Work with HBA Central to drive improvements and innovation in programming and education.   
  • Oversight of region wide event calendar, strategic program planning and coordination 

Time requirements 

Regional leaders spend time a) managing their designated committees, b) participating on their designated leadership team (e.g. Center of Excellence) and c) interacting with other leaders in the same role across the association. 

Roles generally require about 10 hours per month. Estimated activities are as follows: 

  • 4-6 hrs per month managing their committees: setting and reviewing plans and progress, coaching leaders, ensuring volunteers are trained and ready for their role
  • 2 hrs per month in Board or COE leader meetings: sharing and coordinating plans and progress; longer term planning and budgeting 
  • 1-2 hrs per month interacting with their role peer group: sharing innovations, discussing new policies and best practices