Session 2: Secretary & Treasurer

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Presentation transcript:

Session 2: Secretary & Treasurer Club Administration – Developing Goals District 3310 Assembly 2010/11

Responsibilities (Secretary) Maintain membership records. Record attendance. Send out notices of meetings. Record and maintain minutes. Submit required reports to RI. Work with treasurer to collect and submit dues and fees. District 3310 Assembly 2010/11

Member Access District 3310 Assembly 2010/11

Submitting Reports To RI (via Member Access) To your district governor To the appropriate club secretary Semiannual Report Monthly attendance Visiting Rotarian attendance Membership Data Form Rotarian Relocation Form Changes in officers or meeting information Official Directory Data Form District 3310 Assembly 2010/11

Resources District 3310 Assembly 2010/11

Responsibilities Treasurer Record incoming/outgoing funds. Collect and submit dues and fees. Report to your club board. Work with The Rotary Foundation. Adhere to the budget. Establish financial controls. District 3310 Assembly 2010/11

Managing Funds Establish separate accounts for operational and charitable funds. Document all incoming and outgoing funds. Consult an accountant or local expert to determine any tax or other liabilities. Require board approval for expenses over a set amount. Appoint a finance committee. District 3310 Assembly 2010/11

Resources District 3310 Assembly 2010/11

(Club Administration) Responsibilities (Club Administration) Develop committee goals to achieve club annual goals. Organize club programs. Produce the club bulletin and maintain Website. Track club attendance. Promote fellowship. District 3310 Assembly 2010/11

Promoting Attendance Make club meetings enjoyable by making programs interesting. Ensure member involvement. Encourage make-ups for absences. District 3310 Assembly 2010/11

Learning Objectives (Developing Goals) Develop long-range and annual goals. Identify resources that will support these goals. District 3310 Assembly 2010/11

Effective Goals Shared Measurable Challenging Achievable Time specific District 3310 Assembly 2010/11

Strategic Planning District 3310 Assembly 2010/11

Resources District 3310 Assembly 2010/11

Learning Objectives (Developing Goals) Develop long-range and annual goals. Identify resources that will support these goals. District 3310 Assembly 2010/11

Thank You for All Sharing District 3310 Assembly 2010/11