Leadership Development Academy

Timelines and Resources

Instructor Carole Neidich-Ryder

DCAPT elect SECLIS-S

Welcome to the Fall 2025 LDA

Please enter your name, member number and Flotilla in the chat so we can record your attendance.

Example: John Smith EMPLID# 1234567 014-13-09

Ground Rules

• Please Mute Your Microphone
• At times we will be interactive – generally, pressing the spacebar will unmute the microphone
• If a question is not pressing please post it in chat

You were just elected to be an FC for next year–

What should you do next?

First Steps

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• Thank Flotilla Members-
• Set the “tone” early– be positive, energetic, a good listener, honest.
• Be a team builder- employ everyone you can
• Be a Leader, not a Boss.

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First Steps

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Obtain and familiarize yourself with the following tools:

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Flotilla Procedures Guide (FPG) https://wow.uscgaux.info/content.php?unit=AUX60&category=flotilla-procedure-guide

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Auxiliary Manual (AUXMAN)

https://media.defense.gov/2025/Feb/11/2003645868/-1/-1/0/CIM_16790_1G.PDF

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Auxiliary Financial and Materials Controls Standard Operating Procedures (SOP)

AUX-SOP-008(B)

Next Steps

Adapted from the Flotilla Procedures Guide (FPG)

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• Meet with outgoing FC, VFC and your VFC elect

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• Request copies of pertinent Flotilla records including documents or electronic files.

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• Discuss positives and negatives and pending items

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• Obtain, review and familiarize yourself with your Flotilla’s Standing Rules.
• Meetings
• Quorums
• Elections
• Dues and Finance
• Committees- Budget, awards, selection…
• Awards…

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Next Steps

Adapted from the Flotilla Procedures Guide (FPG)

Next Steps

Adapted from the Flotilla Procedures Guide (FPG)

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• Review past flotilla record files

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• Examples--policy, minutes, correspondence, property, statistics, programs, finances, training, mission objectives, fellowship activities, and unit history.

To Do Checklist by December 20

Adapted from the Flotilla Procedures Guide (FPG)

Know where to find directives and publications related to Coast Guard and Auxiliary activities issued by the District Commander, DIRAUX, BSX and senior Auxiliary officers.

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Examples:

AUX Memo/Policy Letter

CHDIRAUX ALAUXs

SOPs

https://wow.uscgaux.info/content.php?unit=BX-GROUP&category=guides-and-handbooks

To Do Checklist by December 20

Adapted from the Flotilla Procedures Guide (FPG)

Staff

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• With VFC elect-- Interview, select, appoint FSOs and standing committees for the coming year.
• Provide FSO’s with appointment letter and a copy of their duties from the FPG.
• Pick the best person for the job- you do not have to fill every appointed office.
• You need FSO-FN, FSO-SR, FSO-MA + FSO-IS

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To Do Checklist by December 20

Adapted from the Flotilla Procedures Guide (FPG)

Staff

• Complete the Annual Unit Officers Report (ANSC-7007) and file it in accordance with district policy.
• Change of Officer Report (ANSC-7006) if needed

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To Do Checklist by December 20

Adapted from the Flotilla Procedures Guide (FPG)

Financial

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• With the outgoing FC, appoint an Audit Committee

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• Before transfer of records to you, audit committee conducts an audit of flotilla financial records

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To Do Checklist by December 20

Adapted from the Flotilla Procedures Guide (FPG)

Financial

ANSC 7025 Financial Report of an Auxiliary Unit

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• FSO-FN completes page 1 of ANSC 7025

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• Incoming and Outgoing FSO-MA’s conduct joint physical inventory of flotilla property for page 2 + additional sheets if necessary

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• Obtain from the outgoing FC, a written explanation for damaged or missing items and keep that on file with flotilla records.

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• The completed ANSC-7025 form with all signatories and bank statements is submitted by 31 January

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To Do Checklist by December 20

Adapted from the Flotilla Procedures Guide (FPG)

Financial

• Obtain newest ANSC 7025 Form from AUX website
• Make sure all required signatures are complete, before filing

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To Do Checklist by December 20

Adapted from the Flotilla Procedures Guide (FPG)

Financial

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• With the outgoing FC, appoint a Budget Committee. Include VFC elect, FSO-FN, and the Flotilla Staff Officer for Materials (FSO-MA).

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• Prepare a draft budget for the year, to be finalized following membership review and approval at your first meeting.

To Do Checklist by December 20

Adapted from the Flotilla Procedures Guide (FPG)

Planning

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• Meet with the outgoing FC, VC elect and VFC to discuss Flotilla goals, measurable objectives for the coming year.

To Do Checklist by December 20

Adapted from the Flotilla Procedures Guide (FPG)

Planning

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• Schedule meetings to discuss your expectations and get input and buy-in from:

Your VFC

Your VFC and Staff

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Planning– Set Goals, Objectives and Plans

• Where are we now?
• Where do we want to be? e.g., numbers- VE’s, hours…

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• What would we like to do? e.g., Cow, Fellowship, Tabeling, Missions
• How are we going to get there?
• Engage your Flotilla staff and members to assist you—Listen!!!
• Think out of the box—avoid “we always do it this way”
• Set goals-- not grandiose unattainable ones
• All goals need objectives and plans
• Be realistic.

To Do Checklist by December 20

Adapted from the Flotilla Procedures Guide (FPG)

Planning

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• Build a calendar and share with staff- block out dates that conflict with holidays, other Auxiliary training and events
• Mark important dates
• COW
• Dues collection
• Flotilla election cycle
• Due dates for end of year reports
• Major training events, D-Train etc.

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To Do Checklist by December 20

Adapted from the Flotilla Procedures Guide (FPG)

Planning

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• Meet with the host of the flotilla meeting location, especially if it is a Coast Guard or other military facility.

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• Publish the projected meeting schedule for the year.

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• Make sure FSO-SR obtains the Meeting Minutes, ANSC 7000 form, knows how to fill it out and who to send it to.
• Write a meeting agenda and meeting notice-- send it to Flotilla members.

Before your First Meeting

Communication through the Chain of Leadership and Management

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• Your direct line of communication (chain) is to your Division Commander (DCDR). Staff chain is your FSO to Division SO

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• Respect the Chain and make it work for you

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• Don’t “jump the chain”, even if you are personal friends with the DCAPT, Commodore, BOSN, DIRAUX, POTUS…

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• Remember the Core Values– Honor, Respect, Devotion to Duty

Mission Statements

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• A mission statement, in simple terms, is a concise declaration of an organization's or person's core purpose, explaining what you do, who you do it for, and why you do it.

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• It should be short, clear, and focused on the present to guide daily operations and decisions. 

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• Example--The mission of the U.S. Coast Guard Auxiliary is to promote recreational boating safety, provide trained crews and facilities to enhance the safety and security of ports and waterways, and support Coast Guard operational, administrative, and logistical requirements.

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Mission Statements

• What are the 3 parts of a mission statement?
• A mission statement typically has three parts:
• What the organization does: This is the most important part of the mission statement and should be clear and concise.
• Who the organization serves: This part of the mission statement should identify the organization's target audience.
• How the organization makes a difference: This part of the mission statement should describe how the organization's work benefits its target audience.

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Your Homework:

Write a Flotilla Mission Statement

Reminder– Did you…

Enter your name, member number and Flotilla in the chat so we can record your attendance.

Example: John Smith EMPLID# 1234567 014-13-09

Thank You!

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Questions?