club secretary follow-up rotary district 5360. objectives review the club secretarys...
TRANSCRIPT
Club Secretary Follow-upClub Secretary Follow-up
Rotary District 5360
ObjectivesObjectives
Review the Club Secretary’s responsibilities and resources
Review the basic knowledge of the practical tools
Your Job as SecretaryYour Job as Secretary
What do you see as the most pressing issues as Secretary?
Your Job as SecretaryYour Job as Secretary
Working with the President Working with Committees Assisting with the District Governor’s visit Working with the Assistant Governor Maintaining Records, Reports - Semi Annual Report, New Members, Change of
Member Details, Termination Report, Attendance Reports, Minutes of Meetings, Maintaining Club Files, Correspondence.
Applying the attendance rules Expediting New Member Proposals Referencing the Manual of Procedure Handling Club Finances (If Assigned) Producing Club Bulletin (If Assigned)
DocumentationDocumentation
Club Constitution & By-laws Manual of Procedure Catalogue Secretary’s Handbook Previous Club Resolutions & Motions
Early jobs to be doneEarly jobs to be done
Pre-induction Activities Rotary Year Diary/Planner/Calendar
Transfer of Records & Club Properties Archives & Library Orders for the Official Directory (RI Directory usually 1 per club & the District Directory)
Reports & Follow-upReports & Follow-up
Semiannual Report to RI – July 1, January 1
Monthly Attendance Visiting Rotarian Report Card Change of Officer or Meeting Information Changes in Membership Information for Directory Annual Report
Working with the Club PresidentWorking with the Club President
Assist with the Planning Guide for Effective Rotary Clubs
Board of Directors Sessions Club Assembly DG’s Official Visit RI Publications Administrative Procedures Nomination of Candidates for Club Office Assist with any Special Meetings
Your Job as SecretaryYour Job as Secretary
Working with Club or District Committees Assisting with the District Governor’s visit Working with the Assistant Governor Maintaining Records Reports - Semi Annual Report, New
Members, Change of Member Details, Termination Report, Attendance Reports
Your Job as SecretaryYour Job as Secretary
Minutes of Meetings Maintaining Club Files Correspondence. Applying the attendance rules Expediting New Member Proposals Information kit for new members Referencing the Manual of Procedure
Weekly DutiesWeekly Duties
Duties at weekly meetings Club Bulletin (May be assigned to other club members)
Promptly handle correspondence Intercity Meetings Special Notices Maintaining records in a database such as
Clubmate (now RI-CAS) or other suitable system.
Other DutiesOther Duties
Board of Directors Meetings Proposals for Membership Correspondence (Incoming and Outgoing) Club Dues (Collect in conjunction with Treasurer)
Nominations for Club-District-International assignments
Other DutiesOther Duties
Report Club attendance to the District Report attendance to the Club. Receiving e-mails and phone calls from people
looking to attend make-up meeting or to join a club.
Making purchases through Russell-Hampton (Canada)
Assisting the Club Treasurer as required.
District Meetings & ConventionDistrict Meetings & Convention
District Assembly District Conference Designating electors to the District Conference Designating delegates to the RI Convention Encouraging your successor to go to the District
Assembly
Year End DutiesYear End Duties
InventoryMeeting with Successor prior to their
induction so that they are familiar with what has been done in past.
Ensure proper turnover.
ResourcesResources
Last Year’s Club Secretary District Governor Steve Rickard District Secretary Karl Herzog Your ADG Committee Chairs (ie: RYLA, Rotary Foundation Polio Plus etc.)
District Trainer – Monty Audenart (Red Deer East)
Rotary International Web Site– www.rotary.org
District Rotary Web Sites– www.rotary5360.org (Main site)– www.rotary5360.ca (Clubrunner site)
RI-CAS (or other suitable) software
References Available to youReferences Available to you
Club Constitution & By Laws Manual of Procedure Catalogue Opportunities for Service Official Directory District Directory The Rotarian Magazine Other Rotary Publications District Newsletters Rotary Code & Policies Manual
Russell-Hampton Catalogue District Web Pages
www.rotary5360.org www.rotary5360.ca
RI Web page www.rotary.org
District Leadership Plan Secretary’s Hand Book Other Club Newsletters Each Other!