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Chris Bunch – LION Managing Editor Chris Bunch – LION Managing Editor

Chris Bunch – LION Managing Editor - PowerPoint Presentation

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Chris Bunch – LION Managing Editor - PPT Presentation

Chris Bunch LION Managing Editor Sanjeev Ahuja Chief of Marketing amp Membership Dan Hervey Brand amp Creative Director Stephanie Morales Meetings Manager Certified Guiding Lion Program ID: 765897

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Chris Bunch – LION Managing Editor Sanjeev Ahuja – Chief of Marketing & MembershipDan Hervey – Brand & Creative DirectorStephanie Morales – Meetings Manager Certified Guiding Lion Program Empowerment is the key to success!

Welcome! Introduction of participants and special guestsAnnouncementsForm small groups BreaksMealsRestroomsShare expectations of training

Certified Guiding Lion Course ObjectivesUnderstand your role as a Guiding Lion.Help you develop a plan to guide the club to become self-sufficient and strong.Provide tools to help the club officers manage their club. Establish a system to track development over the course of your term.

Six Elements of Club Success

Course Organization Section I: Skills of a Successful Guiding Lion Section II: Getting Off to a Good Start – Become an Information ExpertSection III: Develop a Club Officer Mentor Team Section IV: Design Club Officer Training Section V: Assessing Club Needs Section VI: Guiding Lion Resources The Certified Guiding Lion training may be completed through self study or in a classroom setting.

Course Materials for Today’s Workshop Club Quality Tools Best Practice for Financial Transparency Blueprint for a Stronger Club Club Quality Initiative Your Club Your Way! Club Officer Tools Model Club Structure Standard Club Constitution & By-Laws Club President/First Vice President e-Book Club Secretary e-Book Club Treasurer e-Book Club Membership Chairperson e-Book Club Service Chairperson e-Book Participant Guiding Lion Tools Charter Night Planning Guide Certified Guiding Lion Course Workbook Certified Guiding Lion Rebuilding Assessment Guiding Lion Assignment Form Club Membership and Project Planning New Member Orientation Guide Lions Community Needs Assessment Making it Happen: Guide to Club Project Development

Certification Process Complete course materials. Complete test and verification form (signed by DG, D/MD GLT). Send Verification Form to District & Club Administration.12 3 Certificates are presented to you by your district governor

Skills of a Successful Guiding Lion Empowerment is the Key to Success! Section I

Section I: Skills of a Successful Guiding Lion Building your skills will help you personally and professionally

Section I: Skills of a Successful Guiding Lion The most important skill of a Guiding Lion… Commitment!!!

Self Assessment of Guiding Lion Skills Exercise 1 – Page 8 Summarize the skills that you believe are important to the success of a Guiding Lion.Which characteristics do you feel you already possess and which ones do you feel you would like to develop further?1 2 How can you improve these skills?

Getting Off to a Good Start Become an Information Expert! Section II

Section II: Getting Off to a Good Start Become an Information Expert! find it challenging to stay current with the latest policies, support materials and initiatives. EvenSeasonedand Knowledgeable Lions

Chris Bunch – LION Managing Editor Sanjeev Ahuja – Chief of Marketing & Membership Dan Hervey – Brand & Creative DirectorStephanie Morales – Meetings ManagerSection II: Getting Off to a Good Start The Leadership Resource Center offers information for new and established club officers. For training courses, visit the Lions Learning Center

Section II: Getting Off to a Good Start For Login, have your Member ID and chosen password ready (It may be the same as for MyLCI).Disable pop-up blockers.Review tutorial of how to set up an account.123 Gain a working knowledge of the Lions Learning Center Review frequently asked questions. 4

Club Treasurer Responsibilities Look in the Course Catalog to find Club Officer Training Lions Learning Center Section II: Getting Off to a Good Start Club Secretaries Responsibilities Club President Responsibilities Club Officer Training

Identify Key Concepts of Club Officer Training EXERCISE 2 - Page 10 After reviewing the courses, determine at least three items or concepts that you believe would be the most valuable to the new club officers. What is the most important information to share with the club president? What is the most important information to share with the club secretary? What is the most important information to share with the club treasurer? 1 2 3

Identify Key Concepts of Club Officer Training EXERCISE 2 - Page 10 In addition to the Club Officer Training, note other online courses that might be helpful.

Identify Key Concepts of Club Officer Training EXERCISE 3 - Page 11

Be the resource that knows the resources. Resources for effective club operations Section II: Getting Off to a Good Start

Treasurer Model Club StructureClub OfficersStanding CommitteesBoard of Directors DA-MCS.EN 3.12.18 All Club Officers Program Coordinator Lion Tamer (optional)Branch President Tail Twister (optional) Safety Officer (optional)Other elected directors and/or chairpersonsClub Officers Leading the Global Action Team Information Technology Committee Secretary Second Vice President Marketing Communications Chairperson First Vice President (Leadership Chairperson) Service Chairperson Membership Chairperson Immediate Past President (LCIF Coordinator) President (Global Action Team Chairperson) Finance Committee Constitution & By-Laws Committee Marketing Communications Committee Membership Committee Leadership Committee Service Committee

Standard Club Constitution and By-Laws Defines officers, directors and committee chairpersons positions.Committees’ roles. Defines model club structure. Revised Standard Club Constitution and By-Laws

Club Officer e-Books E-Books are available on the LCI website under “Club Officers”Club President/Vice PresidentSecretaryTreasurer Membership ChairpersonService Chairperson

Improving Club Quality Programs The Big PictureThe Annual PlanGreat Meetings!

Club Excellence Award LCI Forward initiatives are featured in the Club Excellence Award

New Members and Charter Night

Determine the Value of the Club Resource Center EXERCISE 4 - Page 13 What were the top three items that you feel are useful to promote excellence in club management?

MyLCI MyLCI is the place for club officers to manage their clubs efficiently: Manage club roster changes; additions, drops, transfers Easily update member contact information Report service activities Create mailing lists for communicating and invoicing dues Print club rosters View and pay club statements

Test MyLCI EXERCISE 5 - Page 13 Log onto MyLCI and find the test area. Practice entering in new members and print a roster to include in this exercise. Next, go to the Activity Report area and create an activity report. 12 3 4 Be sure to attach a sample roster to your workbook .

Develop a Club Officer Mentor Team Section III

Section III: Develop a Club Officer Mentor Team

Zone Chairperson District Governor Two Certified Guiding Lions Club Officer Mentors The Club Section III: Develop a Club Officer Mentor Team

Section III: Develop a Club Officer Mentor Team Club Officer MentorsMatching the officers with knowledgeable and experienced club officers from another club will provide very practical support . Be aware of the latest tools and information . Two Certified Guiding Lions Providing two key leaders allows them to share the work load . One Guiding Lion should attend each meeting and be available for questions. Zone Chairperson Includes the club officers in the training and events hosted by the zone. District Governor Team Provides district-hosted training at the earliest opportunity available. Club

Develop Your Club Officer Mentor Team EXERCISE 6 - Page 15 Identify individuals who are qualified to serve in the following roles: District Support Club Officer Mentors

Break Time

Design Club Officer Training Section IV

1 23 Section IV: Design Club Officer Training Sessions Training Session One: Getting Started!Training Session Two: Club Operation Training Session Three: Hosting Productive and Meaningful Club Events Training Session Four: The Importance of Recruitment and Retention Training Session Five: Planning for the Future and Achieving Excellence Each training session should last approximately 60 minutes.

Training Session One: Getting Started Introduction to Lions Clubs International Club ResponsibilitiesCharter Night Ceremony1 23Initial meeting with Club Officer Mentor Team 4

Resource: Orientation Guide Who Lions Are History of Your ClubOrganizational Structure – District and Multiple District History of Lions Clubs International LCI Structure and Organization Introduction to Lions Clubs International

Resource: Standard Form Constitution & By-Laws Mission statement, slogan, motto, purpose as well as objects and ethicsType of MembershipsFees and DuesManaging FundsMeetings and Quorums Elections Understanding Club Responsibilities Contains the primary governing guidelines for the club and other helpful information such as:

The sponsoring club and district should offer assistance to help the new club organize the event. Charter NightPlan the event with the Charter Night checklist Introduction EtiquetteTravel ArrangementsResource: Charter Night Planning Guide

Club Officer Mentor Team Provide each pair a copy of their respective checklist to review (See Pages 28 – 31) Each officer should be assigned a Mentor who is currently fulfilling the same officer role. Introduce the Club Officers to their Club Officer Mentors. The Mentor should be experienced, available and able to communicate/train the new officer effectively. 1 2 3 Provide each pair a copy of their respective checklist to review ( See Pages 28 – 31 ). 4

Key Objectives of Training Session One EXERCISE 7 - Page 19 Why is that important? 12Training Session One is an overview of Lions Clubs InternationalWhat do you consider the three most important objectives of the first training session?

Training Session Two: Club Operations Review the key club leadership positions and strategies to find meaningful service projects. Stress the concepts of planning, teamwork and communication to the new officers.1 2

Club Officer ResponsibilitiesHighlights the important role of each club officer.Note any local adaptations when appropriate.Webpages designed for each specific officer.Each Mentor should cover the details specific to their position on an on-going basis. Resource: Club Officer e-Books

Best Practices for Financial Transparency Resource: Best Practice for Financial Transparency GuideYear-end audits and reviewsFinancial Reporting Bank Account ManagementGuidelines for Reimbursement

Planning Service Activities Step 1: Make a List of Possible ProgramsStep 2: Appoint Task ForcesStep 3: Conduct ResearchStep 4: Write a PlanStep 5: Implement the Plan Resource: Making It HappenAlways remember that club projects are a club decision. When clubs conduct service projects that are worthwhile and meaningful, the community will respond with its support, and the members will value their involvement. “Making It Happen” guides the club members through 5 key steps.

Key Objectives of Training Session Two EXERCISE 8 - Page 21 Training Session One is focused on the roles and responsibilities of the club What do you consider the three most important objectives of the second training session?

Training Session Three: Hosting Productive and Meaningful Club Events Meeting Management In the Lions Learning Center, online resource outlines the steps to effective meetings while following Lion David on several phases of club visits. The following resources are great tools concerning effective and positive meetings. They can be used to help the club build a strong foundation and continue to involve and attract members. Your Club Your Way!Customize the club meeting to suit the members’ needsTips for program ideas How to keep members interested How to manage the meeting successfully

Training Session Three: Hosting Productive and Meaningful Club Events To encourage attendance, be sure to check the following: Send invitations announcing activities that will be taking place to your members and potential members.The meeting date, time and location meets the needs of your members and potential members needs.Personal calls to invite current and potential members needing additional encouragement helps them know their support and involvement in the club and community is appreciated and needed. 123By inviting an interesting and relevant speaker to each general meeting gives members a reason to attend meetings. 4 By inviting an interesting and relevant speaker to each general meeting gives members a reason to attend meetings. 5

Training Session Three: Hosting Productive and Meaningful Club Events Customizing Your Meeting Reinventing Your General Meeting Phasing in ChangeKey to Meeting SuccessIdeas to Increase InvolvementClub Meeting Program Ideas Promoting Your Meetings and Events to the Public Resource: Your Club, Your Way!

Productive and Meaning Meetings EXERCISE 9 - Page 23 1 Training Session Three is focused on Productive and Meaningful MeetingsWhat elements are key to a positive and productive meeting?2What can be done to increase attendance?

Training Session Four: The Importance of Recruitment and Retention This section underscores the importance of continued club growth and provides an opportunity to check the progress made by the Club Officer Mentor Team.

The Importance of Recruitment and Retention Recruiting New MembersSponsor’s ResponsibilitiesInduction CeremonyNew Member Orientation Membership AwardsInvolvement Resource: Club Membership Chairperson e-Book Review the Club Membership Chairperson e-Book and discuss the following topics.

Creating a Membership Plan EXERCISE 10 - Page 25 Describe successful ideas for recruiting new members that could be shared with new club officers.

Training Session Five: Planning for the Future and Achieving Excellence Review the need for ongoing planning and development. This should take place after the club has operated for a few months and before new club officers take office for the next fiscal year. Encourage planning and continued club development .

Planning for the Future and Achieving Excellence Takes approximately 60 minutes Assess the club’s current statusEstablish goalsDevelop the Blueprint for a Stronger Club Resource: Blueprint for a Stronger Club

This process takes approximately four hours or can be conducted over a series of meetings. Resource: Club Quality Initiative Planning for the Future and Achieving Excellence Step 1: Understanding the Process of Change and LCI Forward Step 2: Determine the need for change Step 3: Set Goals Step 4: Develop Plans Step 5: Implement and sustain change

Based on outstanding achievements in: Membership ServiceOrganizational ExcellenceMarketing and Communication Planning for the Future and Achieving Excellence Resource: Club Excellence Award

Assessing Club Needs Section V

Using the Club Assessment (pages 32-35) determine the club’s needs and areas for development. Understanding Club ResponsibilitiesClub ManagementService ActivitiesCommunications MeetingsMembership GrowthDistrict SupportFurther Leadership Development Section V: Assessing Club Needs

Guiding Lion Resources Section VI

Assess your clubs’ health every month!Service ReportingClub Status Reporting HistoryOfficer Rotation Net membership

Section VI: Guiding Lion Resources Club Health Assessment Provides the membership gain/loss, reporting history, payment of dues and balances and donations made to LCIF.1 23 LCI is available for assistance by phone (630) 468-6810 or email certifiedguidinglions@lionsclubs.org. Guiding Lion Support

Section VI: Guiding Lion Resources Club Officer Training Checklist Mentor ChecklistClub AssessmentEnsure the information has been shared and effectively communicated to the new club officers. This checklist reviews each sessions of the CGL Training (page 27). Designed for each club officer Mentor to review within 30 days the roles and responsibilities as well as resources available. Mentor checklists are available for the Club President, Club Secretary, Club Treasurer and Club Membership Chairperson (pages 28-31). Determine the club’s needs and areas for development. It may also be used as a checklist for new officers to confirm the understanding and find areas that might need further support (pages 32-35). 1 2 3 A checklist to gauge the club’s progress as the club becomes more self reliant (pages 36-37). Transition to Independence

Section VI: Guiding Lion Resources To be completed upon the conclusion of the Lion taking the course (page 38). Test for Certified Guiding LionCertified Guiding Lion Completion Verification FormComplete this form and the test, meet with your district governor, District GLT Coordinator or MD GLT Coordinator to review your answers and discuss areas of further development. (page 39). Quarterly ReportSubmitted each January, April, July and October for two years to LCI and your district governor (page 41). Final Report Submitted at the end of your two year term to LCI and receive the Presidential Certified Guiding Lion Award (page 43).

Review

Certification Process Complete course materials Complete test and verification form (signed by DG, D/MD GLT)Send Verification Form to District & Club Administration123 Certificates are presented to you by your district governor.

Presidential Certified Guiding Lion Award Any Questions? Thank You!