Introduction Healthy Happy Clubs President Keeping Your Club Healthy & Happy Parliamentary Procedure What Is It and Why Do We Use It?

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Estella White
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2 Introduction Healthy Happy Clubs President Keeping Your Club Healthy & Happy Parliamentary Procedure What Is It and Why Do We Use It? Vice President/President elect Stepping Up to Leadership Secretary Recording Your Club History Treasurer Managing Money & Membership Resources/Websites Wrap Up Q&A

well run Flexible Board Members ability to listen to members Education for Members understanding of Soroptimist mission and

3 What are characteristics of a successful club? Great Programs / Inspiring Speakers Fun and Profitable Fundraisers Engaged Members Productive Meetings efficient, organized, well run Flexible Board Members ability to listen to members Education for Members understanding of Soroptimist mission and goals Focus on the mission Great Attitude (Happy members no guilt ) Communication keep members involved, aware, happy Creative Use of Member s Talents Meaningful mission based Identifying Service Projects

4 Assessing Club Health How healthy is your club? Have you surveyed your club members? Resources available on the SIA Website: 1. Club Assessment Survey 2. Club Assessment Tool Administrative Guide 3. Survey Results Worksheet Template

5 Assessing Club Health (cont d) Topics Include Volunteer Activity Importance Satisfaction With Your Club Meeting Satisfaction Evaluation of Your Club Wishes Frustrations Other/Comments

6 Goals & Duties Planning & Delegating Building Committees Communication Soroptimist Resources

8 Club Bylaws Club Procedures Club Budget

10 Live Your Dream Award Dream It, Be It! Projects for Women & Girls

11 Review Existing Projects Brainstorm New Projects 10% Club Giving SIA

12 Program Event Recruit New Members New Member Orientation Assign Mentor Stay Connected Social Recruiting

13 Join Live Your Dream Media Outreach Social Media Community Involvement

14 President s Theme Set Tone for Year Encourage Members Unify Club

15 Encourage New Members Train New Leadership Club Continuity

17 President s Calendar Print from SIA Website Check It Often Keep in Visual Sight Club Calendar Develop before year starts Make one for all members Update Often

18 Why? Vital for Effective Leadership Saves You Time Develops Members Leadership Skills How? Right Person for the Job Clear Description of Task Provide Support Establish Deadlines

19 Do Not Micromanage Give Up Control Plan Ahead Adhere to Deadlines Praise Your People

21 Heart of the Club Accomplish Goals Provides Vision Tasks Clearly Defined Moves Club Forward Close Contact with Region Committees

22 President does annually Review roster for hidden treasures President serves a ex officio member

23 Respect & Integrity Support Decisions Valuable Volunteers Stepping Stone Passionate Prepared

24 T is it TRUE H is it HELPFUL I is it INSPIRING N is it NECESSARY K is it KIND

26 Ways to Communicate Social Media Posts Club s Newsletters Be a Cheerleader Convey Optimism Praise Members Can Do Attitude

27 Ask Questions Apologize Restart Make it Clear

29 Determine if Quorum is Present (if voting) Start Meeting on Time Follow Your Agenda Speak Loud & Clear Stay On Topic End Meeting on time

30 Set Up Before Your Meeting Display U.S. Flag Display Club Banner

31 Call to Order Pledge of Allegiance Welcome Inspiration or Grace Introductions Business Portion Program Portion Announcements END of Meeting & Soroptimist Pledge

33 Parliamentary Procedure

34 Vice President/ President elect Duties Stepping Up to Leadership (Climb the Ladder to Leadership) Leadership Tips

35 Duties Yes.They.Can.Vary. PROGRAMS FUNDRAISING SERVICE PROJECTS DIFFERENT RESPONSIBILITIES depending on clubs Be sure to REVIEW BYLAWS AND PROCEDURES, and IDENTIFY what YOUR FOCUS should be. PREPARE yourself for the UPCOMING PRESIDENCY. LEARN everything you can. TRY new things! SHARE your ideas!

strategic direction Have you heard this phrase before?

37 Climb The Ladder To Leadership Support Your President Check your club bylaws Prepare now for your time as President Support the Soroptimist strategic direction Have you heard this phrase before? Increased Collective Impact Shaping the Soroptimist Future Change our focus Shift our perspective

38 Leadership Tips Be enthusiastic. Be knowledgeable about Soroptimist. Be prepared. Welcome everyone to participate. Delegate responsibilities. Share the wealth. Let your star light shine. HAVE FUN!

39 Secretary Responsibilities Taking the Minutes Tips Preparing & Distributing Minutes

40 Secretary Responsibilities Keep the minutes of the club and board meetings Submit to the club the minutes of club business meetings and the recommendations of the board Maintain a roll of membership Send out notices and correspondence that do not fall under the responsibilities of other officers.

41 Taking the Minutes Cover these points (according to Robert s Rules of Order) the kind of meeting the name of the group the date and place of the meeting whether the regular presiding officer and secretary were present, or, in either s absence, the name of the substitute whether the minutes of the previous meeting were approved all main motions, points of order and appeals whether sustained or lost and all other motions that were not lost or withdrawn the hours of the meeting.

42 Tips The secretary should take notes in the order that business occurs on the meeting agenda, taking special note to record the following: Facts only Treasurer s Report Correspondence Reports of standing committees Other business

43 Preparing & Presenting Minutes Translate your notes into minutes use a template sign them Distribute to members Present at the next meeting for approval File approved minutes for history Present board recommendations at the business meeting.

44 Club Treasurer Responsibilities Tips Resources

45 Responsibilities Receive, record & deposit all funds Send notices of financial obligations to members Provide monthly financial reports to board Pay bills for authorized expenditures Prepare end of year statements & reports Prepare records for end of year review Prepare & file tax reports Report membership changes to Region & SIA

46 Treasurer Tips Use Your Treasurer s Manual Use the Treasurer s Calendar/Check List Work with Assistant Treasurer to share duties and mentor them for Treasurer position Communicate with president, members, and Region Treasurer

47 Treasurer Resources Tax Information California Office of the Attorney General (raffles) California Secretary of State (Statement of Information SI 100) California Franchise Tax Board

48 Resources for everyone SIA Founder Region Club Resources Meetings

49 SIA Website

on Soroptimist efforts Club and member accomplishments. Online section features additional content and information. Real Stories. Real Women.

50 Welcome to the online home of Best for Women! Shaping the future of Soroptimist Meet the SIA President Spotlight on Soroptimist Clubs Official publication for members Stories on women s issues Soroptimist programs Updates on Soroptimist efforts Club and member accomplishments. Online section features additional content and information. Real Stories. Real Women. Since 1972, Soroptimist has ensured that women have the education and training they need to improve their lives and the lives of their families through its Women s Opportunity Awards program. This grant program provides cash to women looking to achieve career goals through job skill training or continued education, an opportunity often not previously afforded to them due

51 Live Your Dream Website

53 Founder Region Website

54 Founder Region Facebook Page

55 Founder Region Link Started in 2014 Distribution: to all members Topics everything from club to region to federation news Share your stories! Editor:

56 Founder Region Fellowship

Soroptimist International of Eel River Valley Home Page Upcoming Speakers & News Schedule(Calendar) Contact Us Business Meeting Minutes Soroptimist Vision & Mission Vision Be the voluntary

Together, we will: improve the lives of women and girls help women achieve economic and political equality serve as a global voice for women provide outstanding leadership development opportunities

58 Soroptimist International of Eel River Valley Home Page Upcoming Speakers & News Schedule(Calendar) Contact Us Business Meeting Minutes Soroptimist Vision & Mission Vision Be the voluntary organization chosen by all business and professional women committed to improving the lives of women and girls. We will share our time, talents and financial resources to enrich our communities. Together, we will: improve the lives of women and girls help women achieve economic and political equality serve as a global voice for women provide outstanding leadership development opportunities for women enhance world peace We are and always understanding looking for new members. Give us a call anytime, or just send an . Call (707) for details Soroptimist International of Eel River Valley P.O. Box 869 Fortuna, CA 95540

61 Wrap Up Any Questions?

62 Notes

63 Notes

IDEAS FOR LEADERSHIP

Volunteers and Leadership Succession IDEAS FOR LEADERSHIP Networks rely on volunteers. A successful Network needs a base of volunteers it can rely on to stay active. Keeping new volunteers active in the