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

2. 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

3. Member Access
District 3310 Assembly 2010/11

4. 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

5. Resources
District 3310 Assembly 2010/11

6. 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

7. 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

8. Resources
District 3310 Assembly 2010/11

9. (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

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

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

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

13. Strategic Planning
District 3310 Assembly 2010/11

14. Resources
District 3310 Assembly 2010/11

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

16. Thank You for All Sharing
District 3310 Assembly 2010/11