1311A.6

1. Club Leadership Training Session Achieving Success As Treasurer 1311A.6

2. Standards for Success • Help officers clearly understand their roles. • Orient club members to better understand club officer roles. • Aid members when evaluating candidates for office. • Facilitate communication when expectations differ. 1

3. Outside the Club Meeting • Prepare a budget within one month of taking office. • Provide the bank with a new signature card by July 1/January 1. • Prepare and send dues statements by August 15/February 15. • Collect and pay dues to World Headquarters by October 1 and April 1. • Work with the vice president membership to contact members who have not paid dues. • Pay dues online at www.toastmasters.org. • Submit new member applications and dues to World Headquarters within 48 hours after receipt. • Add new members online. 2

4. Outside the Club Meeting • Pay bills as due. • Keep records of all financial transactions. • Present verbal and written financial reports to the executive committee quarterly (October 15, January 15, April 15 and July 15). • Submit club accounts for audit. • Attend club executive committee meetings. • Attend district-sponsored club officer training. • Arrange for a replacement if unable to attend a meeting. • Prepare your successor for office. 3

5. At the Club Meeting • Receive completed new member applications and dues. • Announce when dues are due and explain dues structure. • Greet members and guests. 4

6. Your Leadership Opportunity • Set realistic and attainable goals. • Plan how to accomplish the goals. • Delegate tasks as needed. • Monitor progress toward goals. • Coach team members when necessary. 5

7. Your Leadership Opportunity Five Steps of Motivation • Understand what motivates each person. • Focus on the benefit to the individual. • Make expectations clear. • Recognize their work. • Be a leader. 6

8. Your Leadership Opportunity Five Steps of Delegation • Decide what to delegate. • Decide who will do the task. • Assign responsibility. • Grant authority. • Establish accountability. 7

9. Your Leadership Opportunity Barriers to Delegation • Lack of confidence in others • Fear of losing control • Selfishness • Insecurity • Reluctance 8

10. Your Leadership Opportunity Four Steps to Coaching • Agree that a problem exists. • Discuss solutions. • Agree on an action. • Follow up. 9

11. Coaching a Team Member Group Activity 10

12. Prepare a Budget Gather Materials • A list of expenses • A list of income sources • Previous years’ financial records • A calculator 11

13. Prepare a Budget Create the Budget • Set a goal. • Create categories for expenses. • Use a consistent record-keeping method. • Submit the completed budget. 12

14. Fundraising Some Tax Exempt Purposes • Building and improving clubs • Training club and district officers • Purchasing educational program materials • Sending a voting delegate to official district conferences or the International Convention • Covering general administrative expenses connected with the operation of the club or district 13

15. Discussion Exercise Is your fundraiser suitable? 14

16. Fundraising • Conduct a Speechcraft. • Conduct a presentation from the Success/Communication Series or Success/Leadership Series. • Hold a raffle, auction, white elephant sale or bazaar of donated goods. • Accept advertising in the club newsletter. • Sell entertainment books or diner’s books. • Create and maintain a speakers bureau. 15

17. Discussion Exercise Delinquent PaymentsAndWhen Dues are Due 16

18. A responsibilityanda privilege 17