1311a.6 club leadership training session achieving success as treasurer

1311A.6

Club Leadership Training Session

Achieving SuccessAs Treasurer

Help officers clearly understand their roles.

Orient club members to better understand club officer roles.

Aid members when evaluating candidates for office.

Facilitate communication when expectations differ.

1

Standards for SuccessStandards for Success

Prepare a budget within one month of taking office. Provide the bank with a new signature card by July

1/January 1. Prepare and send dues statements by August 15/February

15. Collect and pay dues to World Headquarters by October 1

and April 1. Work with the vice president membership to contact

members who have not paid dues. Pay dues online at www.toastmasters.org. Submit new member applications and dues to World

Headquarters within 48 hours after receipt. Add new members online.

2

Outside the Club MeetingOutside the Club Meeting

Pay bills as due. Keep records of all financial transactions. Present verbal and written financial reports to the

executive committee quarterly (October 15, January 15, April 15 and July 15).

Submit club accounts for audit. Attend club executive committee meetings. Attend district-sponsored club officer training. Arrange for a replacement if unable to attend a

meeting. Prepare your successor for office.

3

Outside the Club MeetingOutside the Club Meeting

Receive completed new member applications and dues.

Announce when dues are due and explain dues structure.

Greet members and guests.

4

At the Club MeetingAt the Club Meeting

Set realistic and attainable goals.

Plan how to accomplish the goals.

Delegate tasks as needed.

Monitor progress toward goals.

Coach team members when necessary.

5

Your Leadership OpportunityYour Leadership Opportunity

6


Five Steps of MotivationFive Steps of Motivation

1. Understand what motivates each person.

2. Focus on the benefit to the individual.

3. Make expectations clear.

4. Recognize their work.

5. Be a leader.

1. Decide what to delegate.

2. Decide who will do the task.

3. Assign responsibility.

4. Grant authority.

5. Establish accountability.

7


Five Steps of DelegationFive Steps of Delegation

1. Lack of confidence in others

2. Fear of losing control

3. Selfishness

4. Insecurity

5. Reluctance

8


Barriers to DelegationBarriers to Delegation

1. Agree that a problem exists.

2. Discuss solutions.

3. Agree on an action.

4. Follow up.

9


Four Steps to CoachingFour Steps to Coaching

Group Activity

10

Coaching a Team MemberCoaching a Team Member

A list of expenses A list of income sources Previous years’ financial records A calculator

11

Prepare a BudgetPrepare a Budget

Gather MaterialsGather Materials

1. Set a goal.

2. Create categories for expenses.

3. Use a consistent record-keeping method.

4. Submit the completed budget.

12

Prepare a BudgetPrepare a Budget

Create the BudgetCreate the Budget

Building and improving clubs Training club and district officers Purchasing educational program materials Sending a voting delegate to official district

conferences or the International Convention Covering general administrative expenses

connected with the operation of the club or district

13

FundraisingFundraising

Some Tax Exempt PurposesSome Tax Exempt Purposes

Is your fundraiser suitable?

14

Discussion ExerciseDiscussion Exercise

Conduct a Speechcraft. Conduct a presentation from the

Success/Communication Series or Success/Leadership Series.

Hold a raffle, auction, white elephant sale or bazaar of donated goods.

Accept advertising in the club newsletter. Sell entertainment books or diner’s books. Create and maintain a speakers bureau.

15

FundraisingFundraising

Delinquent PaymentsAnd

When Dues are Due

16

Discussion ExerciseDiscussion Exercise

A responsibility

and

a privilege

17

1311a.6 club leadership training session achieving success as treasurer

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