Certified Guiding Lion Program Empowerment is the key

Certified Guiding Lion Program Empowerment is the key

Certified Guiding Lion Program Empowerment is the key to success! 11 Welcome! Introduction of participants and special guests Announcements Breaks Meals Restrooms Form small groups Share expectations of training

22 Certified Guiding Lion Course Objectives Understand 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. 33 Six Elements of Club Success 44 Course Organization Section I: Skills of a Successful Guiding Lion Section II: Getting Off to a Good Start Become an Information Expert Section 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. 55 Course Materials for Todays Workshop Participant Participant Guiding

Guiding Lion Lion Tools Tools Club Club Officer Officer Tools Tools Charter Charter Night Night Planning Planning Guide Guide Certified Certified Guiding Guiding Lion Lion Course Course Workbook Workbook Certified

Certified Guiding Guiding Lion Lion Rebuilding Rebuilding Assessment Assessment Guiding Guiding Lion Lion Assignment Assignment Form Form Model Model Club Club Structure Structure Standard Standard Club Club Constitution Constitution & & By-Laws By-Laws

Club Club President/First President/First Vice Vice President President e-Book e-Book Club Club Secretary Secretary e-Book e-Book Club Treasurer e-Book Club Treasurer e-Book Club Club Membership Membership Chairperson Chairperson e-Book e-Book Club Club Service

Service Chairperson Chairperson e-Book e-Book Club Club Membership Membership and and Project Project Planning Planning Club Club Quality Quality Tools Tools New New Member Member Orientation Orientation Guide Guide

Lions Lions Community Community Needs Needs Assessment Assessment Making Making itit Happen: Happen: Guide to Guide to Club Club Project Project Development Development Best Best Practice Practice for for Financial Financial Transparency Transparency

Blueprint Blueprint for for aa Stronger Stronger Club Club Club Club Quality Quality Initiative Initiative Your Club Your Your Club Your Way! Way! 66 Certification Process 1

Complete course materials. 2 Complete test and verification form (signed by DG, D/MD GLT). 3 Send Verification Form to District & Club Administration. Certificates are presented to you by your district governor 77 Section I Skills of a Successful Guiding Lion Empowerment is the Key to Success!

88 Section I: Skills of a Successful Guiding Lion Administrator Technological Motivator Advisor Trainer Team Builder Building your skills will help you personally and professionally Listener Liaison

Planner Communicator Observer Skilled Presenter Enthusiastic 99 Section I: Skills of a Successful Guiding Lion The most important skill of a Guiding Lion Commitment!!! 10 10

Exercise 1 Page 8 Self Assessment of Guiding Lion Skills Summarize the skills that you believe are important to the success of a Guiding Lion. 1 Which characteristics do you feel you already possess and which ones do you feel you would like to develop further? 2 How can you improve these skills? 11 11 Section II Getting Off to a Good Start

Become an Information Expert! 12 12 Section II: Getting Off to a Good Start Become an Information Expert! Even Seasoned and Knowledgeable Lions find it challenging to stay current with the latest policies, support materials and initiatives.

13 13 Section 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 14 14 Section II: Getting Off to a Good Start Gain a working knowledge of the Lions Learning Center 1 For Login, have your Member ID and chosen password ready (It may be the same as for MyLCI).

2 Disable pop-up blockers. 3 Review tutorial of how to set up an account. 4 Review frequently asked questions. 15 15 Section II: Getting Off to a Good Start Lions Learning Center Look in the Course Catalog to find Club Officer Training Club

Officer Training Club President Responsibilitie s Club Secretari es Responsibilitie s Club Treasurer Responsibilitie s 16 16

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

17 17 EXERCISE 2 - Page 10 Identify Key Concepts of Club Officer Training In addition to the Club Officer Training, note other online courses that might be helpful. 18 18 EXERCISE 3 - Page 11 Identify Key Concepts of Club Officer Training 19 19

Section II: Getting Off to a Good Start Resources for effective club operations Be the resource that knows the resources. 20 20 Model Club Structure All Club Officers Board of Directors Program Coordinator Branch President Lion Tamer (optional) Tail Twister (optional) Safety Officer (optional)

Other elected directors and/or chairpersons Club Officers Leading the Global Action Team Club Officers Immediate Past President (LCIF Coordinator ) President (Global Action Team Chairperson)

Second Vice President Secretary Marketing Communicatio Treasurer ns Chairperson Membershi First p Vice Chairperso President n (Leadership Chairperson)

Service Chairperso Standing Committees Constituti o n & ByL DA-MCS.EN 3.12.18 a w s Informatio n Technolog y Committe e

Finance Committe e Marketing Communicatio ns Committee Leadershi p Committe e Membershi p Committee Service Committe

e 21 Standard Club Constitution and By-Laws Revised Standard Club Constitution and By-Laws Defines officers, directors and committee chairpersons positions. Committees roles. Defines model club structure. 22

Club Officer e-Books E-Books are available on the LCI website under Club Officers Club President/Vice President Secretary Treasurer Membership Chairperson

Service Chairperson 23 Improving Club Quality Programs The Big Picture The Annual Plan Great Meetings! 24 Club Excellence Award LCI Forward initiatives are featured in the Club Excellence Award 25

New Members and Charter Night 26 EXERCISE 4 - Page 13 Determine the Value of the Club Resource Center What were the top three items that you feel are useful to promote excellence in club management? 27 27 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 Create mailing lists for communicating and invoicing dues Print club rosters View and pay club statements Report service activities 28 EXERCISE 5 - Page 13

Test MyLCI 1 Log onto MyLCI and find the test area. 2 Practice entering in new members and print a roster to include in this exercise. 3 Next, go to the Activity Report area and create an activity report. 4 Be sure to attach a sample roster to your workbook.

29 29 Section III Develop a Club Officer Mentor Team 30 30 Section III: Develop a Club Officer Mentor Team 31 31 Section III: Develop a Club Officer Mentor Team Two Certified Guiding Lions Zone Chairperson

The Club District Governor Club Officer Mentors 32 Section III: Develop a Club Officer Mentor Team Zone Zone Chairperson Chairperson Includes Includes the the club club officers officers in in the the training training and and

events hosted events hosted by by the the zone. zone. District District Governor Governor Team Team Provides Provides district-hosted district-hosted training at training at the the earliest earliest opportunity

available. opportunity available. Two Two Certified Certified Guiding Guiding Lions Lions Providing Providing two two key key leaders leaders allows allows them them to to share share the the work work load. load. One

One Guiding Guiding Lion Lion should attend each meeting should attend each meeting and and be be available available for for questions. questions. Club Club Club Officer Officer Mentors Mentors

Matching Matching the the officers officers with with knowledgeable knowledgeable and and experienced experienced club club officers officers from from another another club club will will provide provide very very practical practical support. support.

Be Be aware aware of of the the latest latest tools tools and and information. information. 33 33 EXERCISE 6 - Page 15 Develop Your Club Officer Mentor Team Identify individuals who are qualified to serve in the following roles: District Support

Club Officer Mentors 34 34 Break Time 35 35 Section IV Design Club Officer Training 36 36 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. 37 37

Training Session One: Getting Started 1 Introduction to Lions Clubs International 2 Club Responsibilities 3 Charter Night Ceremony 4 Initial meeting with Club Officer Mentor Team 38 38

Introduction to Lions Clubs International Resource: Orientation Guide Who Lions Are History of Your Club Organizational Structure District and Multiple District History of Lions Clubs International LCI Structure and Organization 39 Understanding Club Responsibilities Resource: Standard Form Constitution & By-Laws Contains the primary governing guidelines for the club and other helpful information such as: Mission statement, slogan, motto, purpose as well as objects and ethics Type of Memberships Fees and Dues

Managing Funds Meetings and Quorums Elections 40 Charter Night Resource: Charter Night Planning Guide Plan the event with the Charter Night checklist Introduction Etiquette Travel Arrangements

The sponsoring club and district should offer assistance to help the new club organize the event. 41 Club Officer Mentor Team 1 Introduce the Club Officers to their Club Officer Mentors. 2 Each officer should be assigned a Mentor who is currently fulfilling the same officer role. 3

The Mentor should be experienced, available and able to communicate/train the new officer effectively. 4 Provide each pair a copy of their respective checklist to review (See Pages 28 31). 42 EXERCISE 7 - Page 19 Key Objectives of Training Session One Training Session One is an overview of Lions Clubs International 1 Why is that important?

2 What do you consider the three most important objectives of the first training session? 43 43 Training Session Two: Club Operations 1 Review the key club leadership positions and strategies to find meaningful service projects. 2 Stress the concepts of planning, teamwork and communication to the new officers.

44 44 Club Officer Responsibilities Resource: Club Officer e-Books Highlights 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. 45 Best Practices for Financial Transparency Resource: Best Practice for Financial Transparency Guide Financial Reporting Guidelines for Reimburseme nt Bank Account

Management Year-end audits and reviews 46 Planning Service Activities Resource: Making It Happen 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. Step 1: Make a List of Possible Programs Step 2: Appoint Task Forces Step 3: Conduct Research Step 4: Write a Plan Step 5: Implement the Plan Always remember that club projects are a club decision.

47 EXERCISE 8 - Page 21 Key Objectives of Training Session Two 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? 48 48 Training Session Three: Hosting Productive and Meaningful Club Events 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 needs Tips for program ideas How to keep members interested How to manage the meeting successfully 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. 49

49 Training Session Three: Hosting Productive and Meaningful Club Events To encourage attendance, be sure to check the following: 1 The meeting date, time and location meets the needs of your members and potential members needs. 2 Send invitations announcing activities that will be taking place to your members and potential members. 3 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.

4 By inviting an interesting and relevant speaker to each general meeting gives members a reason to attend meetings. 5 By inviting an interesting and relevant speaker to each general meeting gives members a reason to attend meetings. 50 50 Training Session Three: Hosting Productive and Meaningful Club Events Resource: Your Club, Your Way! Customizing Your Meeting

Reinventing Your General Meeting Phasing in Change Key to Meeting Success Ideas to Increase Involvement Club Meeting Program Ideas

Promoting Your Meetings and Events to the Public 51 EXERCISE 9 - Page 23 Productive and Meaning Meetings Training Session Three is focused on Productive and Meaningful Meetings 1 What elements are key to a positive and productive meeting? 2 What can be done to increase attendance? 52

52 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. 53 53 The Importance of Recruitment and Retention Resource: Club Membership Chairperson e-Book Review the Club Membership Chairperson e-Book and discuss the following topics. Recruiting New Members

Sponsors Responsibilities Induction Ceremony New Member Orientation Membership Awards Involvement 54

EXERCISE 10 - Page 25 Creating a Membership Plan Describe successful ideas for recruiting new members that could be shared with new club officers. 55 55 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. 56

56 Planning for the Future and Achieving Excellence Resource: Blueprint for a Stronger Club Takes approximately 60 minutes Assess the clubs current status Establish goals Develop the Blueprint for a Stronger Club 57 Planning for the Future and Achieving Excellence Resource: Club Quality Initiative This process takes approximately four hours or can be conducted over a series of meetings. 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 58 Planning for the Future and Achieving Excellence Resource: Club Excellence Award Based on outstanding achievements in: Membership Service Organizational Excellence Marketing and Communication 59 Section V Assessing Club Needs 60

60 Section V: Assessing Club Needs Using the Club Assessment (pages 32-35) determine the clubs needs and areas for development. Understanding Club Responsibilities Club Management Service Activities Communications

Meetings Membership Growth District Support Further Leadership Development 61 Section VI

Guiding Lion Resources 62 62 Assess your clubs health every month! Net membership Service Reporting Officer Rotation Reporting History Club Status

63 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. Guiding Lion Support LCI is available for assistance by phone (630) 468-6810 or email [email protected] 64 64 Section VI: Guiding Lion Resources Club Officer Training Checklist Ensure the information has been shared and effectively communicated to the new club officers. This checklist reviews each sessions of the CGL Training (page 27).

Mentor Checklist 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). Club Assessment Determine the clubs 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). Transition to Independence A checklist to gauge the clubs progress as the club becomes more self reliant (pages 36-37). 65 65 Section VI: Guiding Lion Resources Test for Certified Guiding Lion

To be completed upon the conclusion of the Lion taking the course (page 38). Certified Guiding Lion Completion Verification Form Complete 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 Report Submitted 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). 66 Review 67

67 Certification Process 1 Complete course materials 2 Complete test and verification form (signed by DG, D/MD GLT) 3 Send Verification Form to District & Club Administration Certificates are presented to you by your district governor. 68

68 Presidential Certified Guiding Lion Award Any Questions? Thank You! 69

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