Secretary Duties and OPR Training

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Presentation transcript:

Secretary Duties and OPR Training

Duties of the Club Secretary Secretaries play integral role in the club 1. Keep Officer Information Form (OIF) and reports up- to-date 2. Be prompt, organized, and efficient 3. Take Roll and Minutes at meetings 4. Handle service hours 5. Maintain roster of dues paid members 6. Assist club president with needed tasks 7. Attend Key Club activities (meetings, KCKC, SZR) 8. Work with OPR System Club secretary is one of the most important officer positions making it one of the most challenging.

Attendance Record attendance for meetings Use for membership requirements Use in Pride Reports Create sign-in sheet in Membership Update Center Sign in guests at meetings Guests = any nonmember Record number on Pride Report Keep track of paid members that are not complying with their duties as members Use sign in at meetings to keep record of who attended. Do the same for events to keep track of how many hours each member has.

Taking Minutes at Meetings Meeting Minutes: brief description of what occurred at a meeting Helps members/officers catch up Send to members, advisors, and sponsoring Kiwanis club Template of sample Meeting minutes: floridakeyclub.org > Documents and Resources > Club Secretaries Don’t forget to send minutes to sponsoring Kiwanis president, secretary, and SLP chair. Helps give records and examples to future board.

Keeping Track of Hours and Other Duties Track service hours on Excel spreadsheet Use sign in sheets at events to record members’ hours Attend KCKC, SZR, and DCON Assist with planning of club & board meetings Keep contact with President, Faculty and Kiwanis Advisors Keeping an excel spreadsheet will help you submit pride reports, the Annual Achievement Report, Distinguished Officers/Members Awards Applications, and club member recognition within the club. Minutes must include: Date & time People present Each topic discussed Who spoke & what they said Any motions or decisions

Reports Keep up to date: Pride Reports Officer Information Form (OIF) Annual Achievement Report (AAR) School Related Reports Pride Reports: Monthly reports that are submitted on FloridaKeyClub.Org Officer Information Form (Oif): form with all your officers, class directors, and advisors Annual Achievement Report (AAR): An end of year report that is submitted to the Awards Committee. Submission of this report can qualify for Distinguish Club and Club of the Year

OPR Contents

Registration Required for newly chartered/newly reactivated, or never registered

Access Florida Key Club Website Click “OPR System”

Click registration link

Select your club and click proceed

Insert your Faculty Advisor’s email Create unique password. Secretary, President, and Faculty Advisor needs to know password Save your information Once registered, you will be able to login into OPR system Your Lt. Governor, Zone Administrator, and District Secretary have your password in case you forget it

Officer Information Form (OIF)

Select your club, enter your password, and click login to enter your club’s account

To modify your club’s OIF, press “2016-17 OIF”

Complete all relevant fields. Note some positions are not required. Be sure to input all officers’ information as they will then receive updates from their LTG and the District.

Advisors To submit OIF, you must enter the names and emails of the Faculty and Kiwanis Advisors If your club does not have Faculty Advisor, then you can enter your principal’s name and email until Faculty Advisor is chosen If your club does not have Kiwanis Advisor, then you should enter your sponsoring Kiwanis Club President name and email until Kiwanis Advisor is chosen

Done! When done, press “Save My Information” then “Send Form Now” If any information ever changes, please update it on OIF

Pride Reports Due the 10th of each month

First, access floridakeyclub.org Then, click on OPR system link

You now need to select your club and then enter your password If you need help, you can find online instructions here

To start Pride Report, select month you wish to fill out, then click “start report” This is where you can view and update Pride Reports

You should see this page once you click “Start report” You should see this page once you click “Start report”. From here you can complete report.

Your Lt. Governor (LTG) can contact you via email, phone, or personal visit LTGs can either send informational emails as well, so if you received an informational email, put yes for this line On the left of your pride report, you will find contact and attendance information. For attendance, please take note: Clubs will NOT attend Key Club Kick-Off Conference(KCKC) until the Fall. Just leave it blank until your club attends for current year. Clubs will NOT attend Spring Zone Rally until Spring (SZR) (same as above) When your club does attend a DCM, Division Wide Project, KCKC, or SZR for that month, click "Yes" and note how many members attended in the line below it.

Taking attendance at club meetings will make this box easier to fill out Be sure “Paid Members in Club” corresponds to number of dues paid members Meet with your club Treasurer or Faculty Advisor to determine how many paid members are in the club Above, there is a comments or questions box If you ever have any questions about Pride Reports, you can enter them here. You can also clarify certain things. Such as, why your club didn’t do service or have a meeting, and so forth.

After you are done filling out the top portion, press “Save Changes” before moving on

Click “Add Projects” to add service projects Click “Add Projects” to add service projects. The section below will be opened In the title section, you will put title of your service project and brief description of the service project In members involved, you will put number of paid members involved In total service hours, put the total hours worked by each member, including planning hours If the club spent any money and/or raised any money you would put the amounts here

Check the applicable boxes for each service project. Kiwanis Project: Any project that is with Kiwanis Club. Governor’s Project: Any project that falls under current year’s Governor’s Project Kiwanis Family Project: Any project involving two or more Kiwanis Family Clubs (Ex. Kiwanis and CKI) Divisional Project: Any divisional project conducted by your Lt. Governor Fundraiser: Any fundraiser that is done for a charity or for the club. (Please note fundraisers done for club does not count as service hours.) District Project: Any project that is conducted district wide. Major Emphasis Project: Any project that deals with any of three Major Emphasis Partners; March of Dimes, UNICEF, and Children Miracle Network.

If you have more service projects, press “Add Projects” If you have pictures of any service projects, upload it! Choose File first, then press “Upload” When you are finished, “Press Submit Report” After you are done posting service projects press “Post to My Report”

You can add additional people to receive Pride Reports by clicking “Update E-mail Submission List” on right hand side of blue OIF box

You can input club committee chairs, Kiwanians from your sponsoring Kiwanis Clubs, and school officials. Pride Report is e-mailed to everyone on your club’s OIF, the District Secretary, your Lt. Governor, and your Zone Administrator. Make sure to click “UPDATE MY INFORMATION” before exiting the page or updated information will not be saved.

Helpful Resources Your Lt. Governor District Secretary http://floridakeyclub.org/contact-information/#Board District Secretary secretary@floridakeyclub.org Edit the “your lt. governor” to be the correct email.