Director, Trainings, Member Services

SUMMARY

Under the direction of the Chief, Member Services, oversees, develops and implements workshops and online modules, programs, projects and activities designed to enhance content, enhance the membership experience and services with CSBA. Establishes a strong focus to bring current and relevant education content to membership programs within the Association. The Director leads the development, planning and management of the Association’s strategic training plan, member educational programs and how the Association delivers these trainings. Independently, overseeing the work of assigned staff; leading the development of training content; creating training promotion and materials development. Will conceptualize content to the identified audience and create, design and provide content for topical and relevant e-learning and in-person workshops. Responsibilities include research and evaluation, program surveys, metrics, content development, oversee vendor and member relations. Collaborates and partners with Association members, partners and CSBA Staff; and perform related work as required.

ESSENTIAL DUTIES & RESPONSIBILITIES

• Plans, manages, and oversees the daily functions, operations, and activities of assigned department, division, program, or service.
• Develops and implements strategic plans to grow the Trainings division goals, offerings, objectives, policies and priorities; recommends within policy, appropriate service and staffing levels; recommends and administers policies and procedures. Including participation in the selection process, training and evaluation of staff.
• Manages and participates in the development and administration of the department’s annual budget, including revenue forecasting and expense tracking for Trainings division; directs the forecast of additional funds needed for staffing, equipment, materials and supplies; directs the monitoring of and approves expenditures; directs and implements adjustments as necessary.
• Develops pricing structures to maximize value and revenue. Sets and monitors revenue goals, ensuring alignment with organizational objectives.
• Ensures compliance with financial policies, invoicing and collection procedures. Working collaboratively with the finance team to track membership-related revenue and process payments.
• Contributes to the Association’s organization and strategic development goals and objectives and overall agenda and direction by developing and applying subject matter expertise in assigned areas; develops short- and long-range plans that support and impact the strategic direction of the Association; serves on Association leadership teams.
• Analyzes membership trends, engagement data, and market research to identify opportunities for improvement and expansion.
• Oversee customer service operations to ensure timely and professional support for members.
• Leads, mentors and develops a high-performing team by setting clear goals, providing ongoing feedback and fostering a culture of accountability and excellence.
• Provides leadership while assisting or facilitating meetings of all levels of stakeholders.
• Provides overall project management including; broad scope of correspondence for trainings, particularly in communication with Association members, CSBA staff, and committees, marketing copy, proofing, reviewing, formatting, and editing.
• Collaborate frequently with marketing and communications divisions to develop outreach campaigns and member engagement strategies.
• Standardizes procedures and methods to improve and continuously monitor the efficiency and effectiveness of assigned programs, service delivery methods, and procedures; assesses and monitors workload, administrative and support systems, and internal reporting relationships; identifies opportunities for improvement and makes recommendations for implementation.
• Lead the educational content in developing the trainings and selecting instructors, and professional development sessions.
• Set the full agenda for the Association’s member education training, including program, activities, content and delivery.
• Manage the Learning Management System, including implementation, content management and support, and policies and practices.
• Ensure that effective training tracks are in place for members.
• Implement program management tools to evaluate and track specific program outcomes.
• Works closely with key vendor and internal CSBA departments to ensure all needs are understood and met.
• Collaborate and coordinate with teams and individuals internal and external to CSBA, including sponsors and other partners.
• Work with the CSBA Communications Team on outreach and publications.
• Consult with both internal and external statewide content area experts and maintain knowledge and understanding of a wide range of training methods, techniques and formats.
• Participates in and makes presentations to the Board of Directors and a wide variety of committees, and boards; performs review of matters in areas of expertise pertaining to the various committees and boards.
• Maintains and directs the maintenance of working and official departmental files.
• Monitors changes in regulations, and technology that may affect Association or departmental operations; implements policy and procedural changes as required.
• Prepares, reviews, and presents staff reports, various management and information updates, and reports on special projects as assigned by the Chief.
• Attends and participates in professional group meetings; stays abreast of new trends and innovations in education; researches emerging topics and enhancements and their applicability to Association needs.
• Travel throughout the State of California for training related business.
• Reads and demonstrates an understanding and adherence to CSBA values, policies and practices.
• Demonstrates respect, honesty and professionalism at all times.
• Performs other duties as assigned.

SUPERVISORY RESPONSIBILITIES

• This position may be required to manage and direct other staff, with the responsibility of overall direction, coordination and evaluation of those roles. This position will carry out supervisory responsibilities in accordance with the organization's policies and all applicable laws. Overall responsibilities of this position include, but may not be limited to, interviewing, training, timekeeping and wage & hour management, planning, assigning and directing work, appraising performance, rewarding and disciplining employees, and addressing and resolving complaints.

EDUCATION & EXPERIENCE

• Any combination of training and experience equivalent to a bachelor’s degree or higher with major coursework in business administration, public administration, finance, education, government, legal or political sciences, or related field and five (5) years of increasingly responsible experience in assigned area of responsibility, including two (2) years of supervisory and/or administrative experience.

QUALIFICATIONS

Knowledge of:

• Administrative principles and practices, including goal setting, program development, content development, implementation, and evaluation, and project management; supervision of staff, either directly or through subordinate levels of supervision
• Learning Management Systems
• Website design, HTML, layout-Articulate or compatible.
• Principles and practices of budget development and administration, including general principles of risk management related to the functions of the assigned area.
• Principles and practices of employee supervision, either directly or through subordinate levels of supervision, including work planning, assignment, review and evaluation, and the training of staff in work procedures.
• Organization and management practices as applied to the development, analysis, and evaluation of projects, programs, policies, and operational needs of assigned functional area.
• Principles and practices of contract management.
• Recent and on-going developments, current literature, and sources of information related to assigned duties.
• School Board, School District and County Board of Education and County Office of Education organization and work.
• California’s Public K-12 Education System and knowledge of Education Policy Principles and practices of adult learning theory.
• Principles and practices of presentation best practices.
• Knowledge of K-12 topics at the District and County Office of Education level
• Record keeping principles and procedures.
• Modern office practices, methods, and computer equipment and applications related to the work.
• English usage, grammar, spelling, vocabulary, and punctuation.
• Techniques for effectively representing the Association in contracts with governmental agencies, community groups, and various business, professional, educational, regulatory, and legislative organizations.
• Techniques for providing a high level of customer service by effectively dealing with members, partners, and Association Staff.

Ability to:

• Develop and implement goals, objectives, policies, procedures, work standards, and internal controls for the department and assigned program areas.
• Provide administrative and professional leadership and direction for the department and the Association.
• Prepare and administer large and complex budgets; allocate limited resources in a cost effective manner.
• Plan, organize, direct, and coordinate the work of management, supervisory, professional, and technical personnel; delegate authority and responsibility.
• Select, train, motivate, and evaluate the work of staff and train staff in work procedures.
• Evaluate and develop improvement in operations, procedures, policies, or methods.
• Research, analyze, and evaluate new service delivery methods, procedures, and techniques.
• Interpret, apply, explain, and ensure compliance with Federal, State, and local policies, procedures, laws, and regulations.
• Effectively administer special projects with contractual agreements and ensure compliance with stipulations; effectively administer a variety of programs and administrative activities.
• Conduct effective negotiations and effectively represent the Association and the department in meeting with governmental agencies, contractor, vendors, and various businesses, professional, regulatory, and legislative organizations.
• Conduct complex research projects, evaluate alternatives, make sound data-driven recommendations, and prepare effective technical staff reports.
• Establish and maintain a variety of filing, record keeping, and tracking systems.
• Organize and prioritize a variety of projects and multiple tasks in an effective and timely manner; organize own work, set priorities, and meet critical time deadlines.
• Operate and maintain modern office equipment, including computer equipment and specialized software applications programs.
• Use English effectively to communicate in person, over the telephone, and in writing.
• Use tact, initiative, prudence, and independent judgment within general policy, procedural and legal guidelines
• Establish, maintain, and foster positive and effective working relationships with those contacted in the course of performing duties and responsibilities.

ENVIRONMENTAL ELEMENTS & PHYSICAL DEMANDS

• Employee works in a primarily sedentary office environment with moderate noise levels, controlled temperature conditions, and no direct exposure to hazardous physical substances.
• Employee is personally responsible for following health and safety guidelines, instructions, and policies.
• Must possess mobility to work in a standard office setting and use standard office equipment, including a computer; vision to read printed materials and computer screen, and hearing and speech to communicate in person, and over the telephone; must be able to bend, stoop, kneel, reach, push and pull drawers open and closed in the execution of duties.
• Must be able to sit at computer for long periods of time and have the dexterity to access, enter, and retrieve data using a computer keyboard or calculator, and operate standard office equipment.
• Employee must possess the ability to lift, carry, push, and pull materials and objects weighing up to 25 pounds, hand truck available to assist.
• Must be able to travel overnight on occasion throughout the state of California.
• Must have the dexterity and mobility to facilitate or present information to a group, access, enter, and retrieve data using a computer keyboard or calculator, and operate standard facilitation equipment.
• Frequent travel throughout the state of California. 
• Travel to various training, workshops and meeting sites required.
• Work occasional overtime, evenings, nights, weekends and holidays for activities that are required to be done after-hours.
• Occasional overnight travel.
• Limited vacation during peak periods.

LICENSES & CERTIFICATIONS

• Possession of, or ability to, obtain a valid California Driver’s license by time of appointment.