tl;dr — Disclaimer

I almost didn’t publish this post once I saw what it became as it was too verbose. I couldn’t find a way to shorten it substantially and I didn’t want to break it up.  However, I wanted it out there for no other reason than to serve as a crutch to my aging memory.

Cliffsnotes Version Available

For most of you, the outline below should be plenty of info to help shape your opinion of my first term on the PASS BOD. However, for those that want more details (or are just bored for 5 minutes) the details are included afterwards.

Serving on the Board for the last 2 years has been a great experience and many of my successes and failures have been documented right on this blog but, I thought it would be good to bring some of that data into a single post

Communication

In the not too distant past, PASS directors weren’t the best at communicating things with the membership outside of official channels (minutes and connector articles). I believe in open and transparent communication whenever possible. I have worked to update this blog with information about PASS happenings at least semi-regularly since joining the board (31 Blog posts about PASS since 1/1/2011)

Website – Chapter support

Over the last 4 months I’ve been spearheading a rather large project within PASS to redesign much of the PASS member interfaces on the website. Being able to increase the exposure our chapter events have should help this grassroots section of PASS grow even stronger. This redesign should be live before this years summit if current projections aren’t off.

In addition to this, over the last 7 months I’ve been leading a separate project to completely revamp the infrastructure PASS uses to manage chapters. It’s an unfortunate reality that when I started in the chapter portfolio, nearly all of our information about chapters, including leaders, meetings, Regional mentors, etc was handled nearly exclusively in excel. We had a great deal of technical debt to deal with in order to begin properly supporting chapters. After a bit of counseling with the experts, we decided to throw nearly everything we had away and start anew. In the time since that decision, we’ve produced a set of tools that our Community Evangelists, Regional Mentors & Chapter Leaders are beginning to use.

I’ve also been redefining the Regional Mentor role within PASS to better outline in clear terms what a chapter leader can expect of an RM and what an RM can expect of chapter leaders and PASS itself! This is still very much ongoing but, we’ve already made some good progress and this group is on a better path into the future.

SQLRally

One of the more difficult decisions I’ve been involved with in the last year was the decision to cancel the North American Rally for FY2013. I believe the Rally model provides a fantastic opportunity for PASS to have a greater impact for more members. The North American rally process worked but definitely had some issues. I don’t think anyone who was associated would disagree however, I’m still of the opinion we could have fixed those issues by tweaking the event model in FY13. There were some great discussions about possible options however, I was not persuasive enough and in the end the board had to choose among priorities and voted not to have a North American Rally in FY13. I’m still optimistic that this will be picked back up in the spring for a FY14 US event.

Global Growth

Everyone on the board has been involved in the move to make PASS a truly international organization and I am have been no exception to this.  JRJ spearheading this group has allowed the board to make great progress on this objective. Much of this process has been collaborative and I believe we are currently on track to create a great global organization. If you haven’t read the info on the global growth site, I would encourage you to do so!

Elections

I’ve been quite vocal within the board (as well in the minutes) about my belief that for the health of the organization we should form a small group (3ish) yearly after the elections to function in an ERC capacity. I think having them meet a time or two yearly to go over the election process and any concerns from anyone involved makes a lot of sense, and allows the organizations processes to naturally evolve instead of the abrupt changes we’ve had in the past.  I don’t believe this group has to have a bunch of overhead but, I’d like to see it engrained in our culture.

Reserves

PASS occasionally makes a small profit in a given year based on how well the summit does financially. Since joining the board, I’ve been concerned with our process for handling this profit. We currently have a small amount of money in reserves and I believe for the long term health of the organization we need to be putting more of this profit into these reserve accounts. During our last board meeting I was finally successfull in getting an action item created to create a reserve policy and transfer FY11&FY12 monies into these accounts. To the average PASS member, this probably isn’t seen as a big deal and seems like a bit of minutiae however, increasing reserves for the organization in good times will allow us to have better options when things get tough again. Once money gets moved into the reserve account it becomes a bit more difficult for the organization to spend on a regular expense as it takes a board vote.

Volunteer recognition

PASS has awarded the PASSion award to one outstanding volunteer annually. Given the large amount of volunteers we have in the organization, I’ve always felt that we should be doing more to recognize them. Earlier this year I helped drive the creation of a true volunteer appreciation award program. The outstanding volunteer award is only a small token but, receiving recognition including a badge and paper certificate that is signed by the president of PASS is in my mind the least we can do for those who do so much for the PASS community.

Community Evangelist (1&2)

Prior to 2011 PASS HQ had experience in working with volunteers to do things like start chapters, administer SQLsaturdays, etc. However, HQ truly had no one on the team that had been there and done that in the community so to speak. Finding someone who had lived and breathed community for as long as Karla Landrum (Blog|twitter) had and was willing to leave their Job was truly a stroke of luck. However, convincing the board that this new type of community support person was indeed the best way to spend our funds was a different matter altogether. The face of PASS has been forever changed by this additional role and because of the great success of Karla, as of Oct 22 we will be adding a second Community Evangelist, Niko Neugebauer (Blog|Twitter) to help do even more things directly with the community.

Moving the PASS Summit out of Seattle

Back in 2010-2011 this was quite the hot topic within our community. Ultimately I voted to move the Summit to Charlotte in 2013. Only time will tell whether that was a good decision but, at this point I listened to the community and believe it was the right choice.  I wrote a lengthy reply in the election forum about this topic as well so I won’t rehash it here.

PASS Built tools for events

Early on when I was involved with managing the program committee I lobbied heavily for PASS to invest in the tools needed to do the job of managing our speaker selection process and scheduling for the larger PASS events. In the time since then we have invested heavily in custom built tools and I’m happy to say that even though there are occasionally bugs, the decision to build these tools has allowed PASS to scale events without paying large fees to 3rd party software per event. One interesting thing I worked into the tools requirement was an odata feed . Getting this baked in from the beginning has allowed many others to build applications that make use of the data in interesting ways.

Guidebook

In early 2011 We were looking for a vendor to deliver a mobile experience for the Summit. Because of the existing odata infrastructure for our larger events and new XML feed enhancements planned for the SQLSaturday site, I was able to work with HQ and guidebook to sign a 2 year agreement covering them hosting mobile applications for all of our single day and longer events (sqlsat+).

1/2 Day Sessions

In 2011 I created a new summit session type that has thus far proven to be a great addition to the event

Expanded Role of volunteers in Program Committee

When I began with the Program committee way back when, I believe there were a grand total of 8 volunteers on the committee. When I left as leader of that group we had approximately 25 people actively working on teams and an additional 10 people who were part time dealing with things as needed. By growing these opportunities we are allowing the community to play a greater role at higher levels of the organization. Hopefully some of those same volunteers will move on to higher roles in the org because of their initial involvement in the program committee.

Community participation in Summit session selections

While leading the Program Committee I attempted to involve the community at large as much as possible. Under my watch, for the first time the community was allowed to vote on several sessions to be presented at the summit.

If you like what I’ve accomplished in 2 years and want to see more done, please consider voting for me.

I’m running for the PASS Board of Directors, and I need your help to make a difference. Click here to read about why I’m running.