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Draft Recommendations for Improving NAR’s Quad Ethics

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The AEC Quadrennial Ethics Training Review Work Group is seeking AE input on the following recommendations by June 30, 2010. Please leave your comments below so others can see them, or send a private email to quadethics@realtors.org .

 

Draft recommendations

1. “That NAR’s online Quadrennial REALTOR® Ethics Training Course be redeveloped to incorporate interactive online instructional design formats and techniques and that the course include individual modules covering different specialties and concepts of the Code of Ethics.”

Rationale: According to the recent NAR member survey, NAR’s Quadrennial REALTOR® Ethics Training online course received slightly higher ratings than classroom courses offered by state and local associations. The survey also revealed that those who completed NAR’s online course are most likely to report a perceived benefit than those respondents who completed the course in another format. NAR’s online course is a primary training option that also fills a need for members who don’t have access to many other course offerings, as well as for those who have not planned in advance to attend a live presentation course. Enhancements that present the course in a more engaging and interactive format and that include content from the various specialty areas will bring greater value to the course and the course participants.

2. “That all NAR Code of Ethics training materials be submitted to ARELLO (Association of Real Estate License Law Officials) for approval, and that state associations then be encouraged to seek continuing education approval for these course materials with their respective real estate licensing authorities.”

Rationale: Some state licensing commissions (Delaware, Indiana, North Dakota, Oklahoma, Tennessee, and Virginia) recognize educational courses approved by ARELLO as qualifying for the state CE requirement. If NAR’s Quadrennial REALTOR® Ethics Training Course is approved by ARELLO, then it may also be approved for state CE requirements in those jurisdictions. California and Texas licensing agencies currently offer ethics courses that meet the quadrennial ethics training requirement. Staff at both the California and Texas REALTOR® associations worked with their respective licensing commissions to be sure the licensing courses met the NAR quadrennial ethics training requirement/criteria.

3. “That an additional required learning objective on ‘procuring cause’ be added to the new and continuing member quadrennial ethics training courses.”

Rationale: While it may not be reasonable to expect that comprehensive training on procuring cause could be covered in quadrennial ethics training, an overview of this fundamental concept should be included.”

4.“That there be one course code for tracking quadrennial ethics training completion rather than a separate one for both new and continuing members.”

Rationale: One code for course completion would minimize confusion and result in more accurate records. This change would not be effective until the fourth quadrennial cycle, which begins in 2013 and ends in 2016, as membership system vendors will need to make changes to their systems and NAR will need to modify NRDS fields.

5. “That NAR develop a quadrennial ethics training toolkit for associations to help them administer the program.”

Rationale: A toolkit that includes correspondence templates, calendars, NRDS record-keeping guidance, the role of leadership, the role of state associations, incentive examples to encourage members to complete the training prior to the last year of the quadrennial, promotion examples appropriate for each of the four years of the quadrennial, social media applications, success stories, myth busters, etc., would help associations save time and expenses in administering the program.

6. “That a session be presented at the AE Institute during each quadrennial ethics cycle that provides an overview of key aspects of administering the quadrennial ethics training requirement.”

Rationale: There’s a need to continuously educate members and associations of the course requirements, procedures for completion, and the reasons why the training requirement exists. Ongoing education reinforces the value of the training and ensures that AEs and members that are new to the association are informed.

7.“That NAR leadership communicate the value of the quadrennial ethics training program to local and state volunteer leaders to help increase awareness and understanding of the training requirement.”

Rationale: Both staff and volunteer leaders need to approach the quadrennial ethics training requirement as a leadership team, as members are influenced by support and encouragement from their volunteer leader peers. Ongoing communication through the NAR Board and State Leadership Forums, Leadership Summit, Broker Involvement Program, online Presidents’ Leadership Guide, etc., are all mediums that can be used to reach volunteer leaders.

8. “That state associations be encouraged to take a proactive role in supporting local association efforts to implement the quadrennial ethics training requirement.”

Rationale: In most cases, through economies of scale and range of resources, state associations can provide support and assistance that would benefit local associations throughout the state. Providing lists of qualified instructors, offering instructor training, and certifying instructors are all services that state associations could provide to help their local associations in implementing the requirement.

9.“That the NAR Organizational Standards for Local Boards and Associations program be expanded to include criteria specifying that local associations administer and enforce the quadrennial ethics training requirement.”

Rationale: The Organizational Standards for Local Boards and Associations would serve as a centralized mechanism for tracking duties and responsibilities that are expected by NAR in order to maintain the association’s charter as an NAR member board.

10. “That the Quadrennial Ethics Training Requirement be consistently referred to and marketed as the REALTOR® Code of Ethics Training Requirement.”

Rationale: Since a goal of the Quadrennial Ethics Training Requirement is to ensure that REALTORS® understand their Code of Ethics obligations, the Code should be included in the program reference.

Great Stuff from the AEC Transitions Work Group

For the past few years the AEC has empanelled a work group to prepare AE’s for job transitions - new job or retirement. The work group has finished their work and issued their final products. Even if you are not planning a transition, this report is worth your time to look over.

This work group has compiled numerous succession planning tools, documents, articles and resources that will be housed on Realtor.org to assist the current AE plan for succession. They have also done an excellent survey of recently retired AE’s and created a checklist for job transitions.

Here is a short checklist if you are planning to retire in the next year or two:

Checklist for Retiring AEs

____ Check the terms of your employment contract, if you have one, to ensure that your

preferred retirement date coincides with the date your contract expires. If you don’t have an employment contract, have a conversation with your leadership to develop a written agreement that specifies your retirement intentions.

____ Confirm with your leadership that if there is a discrepancy between the retirement

benefits stipulated in your employment contract and those outlined in the association’s personnel policies, that your contract supercedes the personnel policies.

____ Have a conversation with your leadership to determine if they want you to help

transition your replacement or if they want you to leave before the replacement starts. Establish an end date that is specified in writing.

____ If you are interested in working as a consultant for your association upon

retirement, talk with your leadership about serving in this capacity.

____ Review succession planning tools linked at REALTOR.org.

Call for AEC Work Group Volunteers

If you’re interested in serving on one of the 2010 Association Executive Committee work groups, please complete this form and return it to Debra Jordan, djordan@realtors.org, or fax it to 312/670-1586 by Jan. 15. The work groups focus on some key initiatives identified for the committee by AEC leadership and an AE planning group. Here’s a description of the 2010 Work Groups.

Association Models Work Group

Objective: To market and promote the newly revised REALTOR® Association Models Planning Tool to increase awareness of the tool and its value; and to develop a facilitator training component that prepares state association staff and outside consultants to facilitate models planning sessions for local REALTOR® associations that are engaging in the models planning process. (Meetings at AE Institute, Midyear, and Annual)

Next Generation Communications Work Group

Objective: To identify different technology and communication formats and networking opportunities that AEs, and where appropriate the AEC, can use in communicating with association staff, leadership, and members. (Meetings at AE Institute, Midyear, and Annual)

Leadership Programming Work Group

Objective: To identify content for a balanced mix of live and virtual program offerings for volunteer and staff leadership teams to include the Midyear Leadership Express program, and the November Entrepreneurial Excellence Series. (Meetings at Midyear and Annual; this is a standing work group)

Leadership Orientation Work Group

Objective: To identify support, tools, and strategies that NAR can provide to help local and state associations train and orient their volunteer leaders. (Meetings at AE Institute, Midyear, and Annual)

NRDS Policies Work Group

Objective: To continually review and consider NRDS policy and enforcement issues and clarify existing policies and procedures as concerns arise. (Meetings at Midyear and Annual, or as needed; this is a standing work group)

REALTOR Association Executive Magazine Editorial Board

Objective: To review each issue and provide critical feedback; propose story ideas and industry contacts to interview; and stay in touch with fellow AEs to scout out new programs or products that the AE community should know about. Contributing columns and short articles is encouraged but optional. (All work to be accomplished via e-mail and telephone; this is a standing work group)

Value Proposition Work Group

Objective: To provide support, tools, and strategies to help REALTOR® associations identify and communicate their value proposition to REALTOR® members and potential members. (Meetings at AE Institute, Midyear, and Annual)

Facebook Workbook for REALTOR Associations

Henry DiGiacomo Thanks to the AEC’s Generational Communications Work Group for developing an outstanding resource for local associations to use when considering their presence on FaceBook. Henry DiGiacomo, Chair of the Generational Communications Work Group has submitted this final draft of the Facebook Workbook for REALTOR Associations. The work group, with the help of NAR’s social media and REALTOR.org staff, Todd Carpenter and Hilary Marsh, put together this workbook over this past year. This workbook will be helpful for so many associations that are enhancing their communication models to meet their members’ changing business needs, across all generational lines.

Here’s a link:

Facebook Workbook for REALTOR Associations

Should NAR Discontinue the Local/State Forums?

The 2010 AEC Planning Work Group recently met to plot out a course for the AEC in 2010. We also held a Sacred Cow BBQ where we reviewed all the programs associated with the AEC and decided which ones might be outdated. The working definition of a “sacred cow” is a program or service that has outlived the original intent and is not longer the best use of association resources.

One of the potential programs identified by the planning group as a possible candidate to be BBQ’d was the State and Board Leadership Forums and Subforums. These are the meetings that are led by a facilitator and have an open agenda. They draw a significant crowd and start with a group session followed by break-outs. At the end of the meeting, everyone comes back together to bring their issues forward to NAR Leadership and senior staff.

Several years ago, these meetings were an important place for local leaders to air their concerns about NAR activities/policies directly with NAR leadership. In addition, local leaders could hear what issues were affecting other associations. The planning group suggested these meetings may have become sacred cows and that local and state leaders no longer enjoyed/benefited from these meetings, or have other avenues to fulfill the original need.

Please let the AEC know what your local leadership thinks about these programs or how important it is to communicate the issues to NAR leadership. Is there another way to meet the need that these forums try to address? Simply post a comment to this blog and share your input with others. If the AEC determines that these meetings have outlived their purpose, we will take that suggestion/recommendation to NAR leadership. The AEC does not have control of these forums, although they do relate to our programing. Let us know what you think.

Realtor AE Mag - Leadership Issue

Every year AE Mag Editor Carolyn Scwaar and her Editorial Advisory Board put together a special Leadership Issue. I have always found it to be the best issue with lots of practical tips, and this year was no exception. We are lucky to have an association that gives its staff executives so many resources.

But, these are tough times for our industry, our members, and our associations. Now, more than ever, AE’s need to understand and demonstrate leadership. Our members need us, our associations need us, and at the same time we are facing challenges that many of us have never had to deal with before.

There are two great articles in this issue that I strongly suggest you read:

AE Career: Show Them Your Worth by Leonard Pfeiffer

Leadership in Challenging Times by Masha Zager

NAR’s Top 10 Hidden Jewels

  1. Information Central – 800-974-6500 – NAR has 12 full-time staff who answer calls to the one-stop shop they call Information Central. Call them and ask them just about anything and they will do the research for you. For topics that are frequently inquired about, they create Field Guides that are available online. These comprehensive packages are available for a variety of topics, including Short Sales and Office Policy Manuals. Although Information Central receives 140,000 calls each year, this is still a hidden jewel because that is only 1 call for every 10 members. Great infomercial for Information Central.
  2. Proquest – part of www.realtor.org/library - Did you know that NAR offers members 1,400 ebooks and a 1,000 online journals for no additional cost? Probably not, and most members probably don’t either. For no additional charge, members can read the Wall Street Journal online. Idea: Offer members a free subscription to the online WSJ for filling out a survey or attending your next education event.
  3. Association Models Tool – A work group of the NAR Association Executives Committee has compiled an excellent tool to help associations determine their identity. Members and staff take a survey and the results determine which type of association model to use when serving the members. There are three detailed models, including Administrative, Management, and Leadership.
  4. RARE – REALTOR® Association Resource Exchange – This is an online section of Realtor.org that acts as a repository of best practices and governing tools for associations. Don’t re-invent when you can borrow from another association’s hard work.
  5. Human Resource Support and Consultation – NAR has a dedicated staff person – Donna Garcia – to provide support and advice on any human relations matter. Need to develop job descriptions for your staff? Call Donna. Need to understand COBRA, or get help setting up a 401k? Call Donna, 312-329-8311or dgarcia@realtors.org. There are some reasonable charges for some services.
  6. Second Century Ventures – Did you know NAR has a large pot of money set aside to provide venture capital to develop innovative products and services that can help members succeed? Success stories that have been supported by SCV include Sentrilock lockboxes and ZipForms. Next up for SCV is funding the REALTOR® Property Resource, and a membership database system for associations to use to manage member records.
  7. Blog Fodder – Do you have time to write blog posts for your association blog? If not, NAR can take care of it for you. Simply cut and paste information form the various information NAR sends out (such as the Internal News Service, aka INS) or go to REALTOR® Magazine online to find a ton of articles that can be reposted to your blog or sent to your members. Appropriate source crediting and rights apply.
  8. NAR Land Use Initiative - NAR’s land use initiative is a program designed to assist state and local REALTOR® associations in their public policy advocacy of land use issues. Upon request, NAR will provide expert analysis of the legal, planning, economic, and environmental issues surrounding legislative and regulatory land use proposals – FOR FREE!
  9. Electoral Service Program – Do you know how many of your members are registered to vote? NAR does and they will not only tell you, but help you organize a voter registration drive. The Electoral Service Program (ESP) is designed to bring state of the art campaign tools to REALTOR® associations.
  10. Center For REALTOR® Technology Outreach – NAR has some real talent on hand to help members with their technology needs. They will come to your local association (when invited) to meet with your members and share their knowledge. They have a travel budget, so the cost to local/state associations is minimal. Email requests to info@crt.realtors.org or 312 329-8651.

2010 AE Institute: Got Your Passport?

 
The 2010 AE Institute will be a joint Institute with the Canadian Real Estate Association, April 16-20, 2010, in Quebec City, Canada. Online registration opens Dec. 9, but start planning now because travel into and out of Canada requires you to have a valid passport. More information on international travel and obtaining a passport is available online. Tuition for the Institute will be $475 and nightly hotel room rates will range between $90 and $127 in U.S. dollars. For more info contact Cynthia Bair, 800/874-6500, ext. 3280.

Leadership Summit Registration Extended to July 31

Space is available to attend the 2009 NAR Leadership Summit in Chicago, Aug. 24-25, at the Sheraton Chicago Hotel & Towers. NAR 2010 President Vicki Cox Golder will share her vision, “On the Rise—looking up, moving forward.” Chris Gardner, whose autobiography was the basis for the Will Smith movie “The Pursuit of Happyness” is among the not-to-be-missed programs. To help your association manage costs, you and your president-elect are each eligible for a $750 needs-based stipend for travel expenses. Also, NAR pays hotel costs for two nights. Registration for the summit is free, although you’ll need to use your credit card to guarantee your room. Have your REALTOR.org user name and password available when you register.

2010 AE Institute: Call for Presentations Due May 29

AEs: If you’re interested in speaking at the AE Institute in Quebec City, Canada, April 16-20, 2010, visit the 2010 call-for-presentations page to learn more about the application process and to fill out a proposal form. Deadline: May 29. Share this link with outside speakers you recommend for the Institute. For more info contact Laurie Oken, 312/329-8307.