President/Association Executive Checklist

A professional and effective working relationship between the association executive (AE) and president is paramount to the association’s overall success. Each role has responsibilities that impact various aspects of the association and establishing a clear working partnership can help create a high functioning association and a positive culture for volunteers and staff.

Instructions

This checklist and the best practices provided under each category are designed to help determine the division of duties between the AE and the elected leadership. To use this checklist, review each item on the list and place an “X” in the space(s) indicating who has primary responsibility for each task.

Responsibilities of the AE

The AE manages the day-to-day operations of the association, including (but not limited to):

  • Implementing administrative functions
  • Operating within the approved budget
  • Managing all human resources matters
  • Executing the goals of the strategic plan

Responsibilities of the President

The president focuses on governance, including:

  • Leading the development of the strategic plan
  • Leading the board of directors in their mission
  • Defining committee goals

Importance of Collaboration

Collaboration and communication between the AE and president are essential, regardless of association size. Working together to share ideas and set boundaries and expectations is recommended to create a strong partnership and benefit the members of the association.

Establishing Clear Roles

It is important for the AE and president to agree on their respective roles to maintain a positive work and volunteer experience. In each section, there are best practices that highlight the suggested management method of tasks. Use the checklist to indicate which parties are responsible for the other outlined tasks that can vary from association to association, depending on structure and culture.

Tailoring Responsibilities

This list of roles and responsibilities is not exhaustive. Associations are encouraged to add tasks that suit their specific needs. In small associations, the elected leadership may be expected to take on more responsibilities, with the AE possibly serving as the sole staff member. In larger associations, responsibilities are managed more effectively by the AE and their staff.

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