Presented by: PCC Bob Lyle District N-2 1 2016-17 President School Presented by: PCC Bob Lyle

Chief Executive Officer who presides at all regular, directors Your Role 2 Chief Executive Officer who presides at all regular, directors and special meetings of the club.

Things to Do ASAP 3 Establish committees. Meet with incoming board. Establish budgets. Establish reasonable goals. Develop calendar of events. Familiarize yourself with information from LCI. (Club officer’s manual) Plan your year; keep one step ahead.

REMEMBER: 4 “ GOOD LEADERS ARE GOOD PLANNERS.”.

Board of Directors Club Structure 5 Past President President 3 Vice-Pres. Secretary Treasurer Lion Tamer(O) Tail Twister(O) Membership Chair 1 year Directors 2 Year Directors Senior Director Tail Twister & Lion Tamer-Optional

Role of Board 6 The Board of Directors is to: Set policy; Establish budgets; Monitor expenditures; Set overall direction of club; Establish goals; Approve expenditures; Deal with all membership matters; Accept committee recommendations. .

Delegation is Important 7 Delegate responsibility to each of the three vice-presidents for certain club committees.

Committees 8 Form early. Members input. Good member mixture. Ability and experience.

Committees 9 Include all members. Written/verbal reports. Budget, or working parameters. Reliable chairmen.

Types of Committees 10 Standing Committee: Specific role for a specified period of time. Ad Hoc Committee: Specific task for a limited period of time. Committee of the Whole: Sensitive or confidential matters. 10

Membership Committee LCI recommends the following club members but a club can structure the way that best fits your club needs. 11 Last Year’s Membership Chairperson. Next year’s potential Membership Chairperson. Any club members interested in new member recruitment or member satisfaction. Chairperson is on board of Directors.

Role of Membership Committee 12 Recommendations to board regarding: Membership proposals; Transfers; Changes in membership status; Dropping members; Attendance matters; Other membership matters.

MEMBER CATEGORIES 13 Appendix A Pg. 11-12 Active Member at Large Life Member Privileged Honorary Associate Affiliate

Committees report at meetings; Committee Reports 14 Committees report at meetings; ? Reports to directors . ? Reports to meeting . Highlights and cost implications. Recommendations in report. Written reports.

Committee Reports 15 Refer to the finance committee, or board; Treasurer’s report. Audited financial statement; Motion to receive report; Motion to adopt report.

Major Reasons Why Lions Leave Lionism 16 Long and boring meetings; Politics and cliques; Lack of fellowship; Lack of sense of belonging.

What Can You Do? 17 You, as president, can do something to ensure this does not happen in your club. Let’s look at some Suggestions.

Proper Planning & Preparation 18 Guests Information Recognition Announcements Fun activities Agenda Correspondence Minutes Reports Program

Fun & Fellowship 19 Zone/cabinet meetings; Visitation program; Active social committee; Social activities and family; Use the Tail Twister; Welcome all visitors;

Fun and Fellowship 20 Speakers; programs, etc.; Do different interesting things: Productive meetings; Fun projects and activities.

Meeting Management 21 Prepare agenda. Sample Appendix D Pg. 16 Input from others. Organize with approximate times and responsibilities. Distribute prior to the meeting. Include important information.

Inadequate Preparation 22 Recurring items. Continual “emergency” items. Emotionally charged meetings that leave members angry or upset. Confusing information. Asking for reports without prior notice.

In establishing objectives: Meeting Objectives 23 In establishing objectives: Look at the minutes of the last meeting for action items. Talk to club officers and committee chairpersons. Ask members to submit agenda items for the meeting.

Components of Effective Meeting 24 Informed Members Discuss/Decide Recognize

Information 25 Meetings are boring when excessive time is spent reciting things that most members: Already know. Could have known if you had sent them an email, put it in a newsletter, or posted the information on a club website.

This component includes both “What do we do?” and “How do we do it?” Discuss/Decide 26 Involves : New items to be considered. Discussion required. A decision needed. Time to consider. This component includes both “What do we do?” and “How do we do it?”

Recognize, Recognize and Recognize 27 Make recognition a part of your everyday life. Think about how you can recognize the members of your club.

Benefits of Effective Meetings 28 Better informed members. More motivated members. Members involved in decision- making. Generates new ideas and plans.

Benefits of Effective Meetings 29 Keeps the club running smoothly. Provides avenue of communication. Keeps the club healthy. Attracts guests as potential members.

Why Effective Meetings are so Important 30 Research shows that members who drop out 50% do so within the first three years. Many cite long and boring meetings as a major reason.

meetings requires a lot of planning, preparation and hard work. Conducting enjoyable and productive meetings requires a lot of planning, preparation and hard work. 31

THE VARIOUS ROLES OF A CLUB PRESIDENT Appendix B Pg. 12-14 32 Weatherman: Ensure a positive climate/environment is developed and maintained. Motivator: Ensure each member is individually motivated.

Meeting Manager: Responsibility to manage the meeting process. Doctor/Psychiatrist: Be aware of and prepared to deal with member’s personal problems. 33

Zone Advisory Committee 34 Zone Chairman Club Presidents Club Secretaries Meets at least three times each year. Voting at zone meeting

Voting at Cabinet Meetings 35 PDG’s DG VDG’s CST Zone Chairmen District Chairmen Club Presidents Club Secretaries 35

VOTING AT CONVENTIONS N-2 and MD N 36 1 voting delegate per 10 members, or major portion. List to CST. Good standing. Member a year and a day.

Role in Zone and District 37 Attend Zone Meetings (Prepare report). Attend Cabinet Meetings & District Convention. Keep DG, VDG and ZC informed. Work with district chairmen.

MD “N” ORGANIZATION 38 N-1 New Brunswick & PEI, 3 Maine clubs N-2 Nova Scotia N-3 Western Newfoundland & Labrador N-4 Eastern Newfoundland

GLOBAL MEMBERSHIP TEAM Appendix E Pg. 16 39 Coordinator: PDG Lion Frank Hartman Tracey Carocci Wayne Sears Gary Langille Debbie McGinley John MacDonald 1st VDG Lion Rhonda Trickett is on this team

Membership & Growth 40 Membership growth & new clubs come together Focuses on forming new clubs & growing existing ones

Club Success Position 41 Fosters healthy clubs to improve low retention Rebuilds struggling clubs

Global Leadership Team 42 Coordinator: PCC Bob Lyle Members: Bill Bruhm Paul Burgess Sharon Rafuse 2nd VDG Lion Perry Oliver is on this Team Advisor: PDG Charles Uhlman

Global Leadership Team 43 Identify & develop future leaders at all levels Train, educate & “coach” existing leaders for best performance

District Governor Teams GMT and GLT 44 LCI Leadership GMT GLT Working Together District Governor Teams So here we bring the two parallel lines back together. One side can not be effective without the other. They need to co-exist and be in continuous contact. If an MD GMT team forms 10 clubs during an extension blitz, the MD GLT group needs to be planning the training of club officers in these new clubs and to also ensure qualified certified guiding are in place helping these new clubs. If a district GMT unit, identifies clubs who want to undergo the Club Excellence Process, then GLT will ensure its provided by a specialized facilitator. To ensure this type of ongoing coordination, we see the GMT and GLT area leaders meeting together at forums, and for the district and MD levels to be communicating and interacting together on a constant basis. LCI will also be underscoring the coordination between GLT and GMT in its communications, its webinars that bring both sides together, and in all its various report sand process tools. Zones and Clubs 44

Club Excellence Process 45 The Club Excellence Process (CEP) is a four step workshop process designed to help Lions clubs improve in areas of their choosing. Participating clubs in a CEP Workshop discuss service, communication, growth and involvement

Club Excellence Process 46 Workshops are led by a trained facilitator and each participant will receive a CEP Participant Workbook

Family Membership Plan 47 Who are family members? P. 8 Dues structure. Induction fees. Reporting procedures. New Members. Charter members.

AWARDS 48 Various awards Secretary to order Present at club dinner meeting, charter Night, year end closing. Make them proud of the award.

Constitution, By-Laws, Policy Manual 49 Standard club Constitution & Bylaws Questions contact a District Officer Your own Policy manual Provide a copy to each club member Appoint a Constitution & By-Law Chair

General Responsibilities Work with Finance committee: Prepare Budget for Administration Prepare Budget for Activities Work with Program committee Financial Audit Officers installed Participate in club Projects/Activities Attend all ZONE meetings 50

General Responsibilities Attend all cabinet meetings Convention – 1 rep for every ten Support Zone, District, MD & International activities You are ex-officio of all committees 51

Voting Procedures Yea – nay vote Controversial Use show hands Secret ballot Sensitive matters Tie Vote Presiding Officer Board Only board mbrs. Committee mtg Only committee 52

Voting Procedures Voting at club, Zone, District level: All active, privileged & Life members in good standing can vote. Associate & affiliate members can vote at the club level. Honorary members & Members at Large are not entitled to vote at any club level. 53

The buck stops with you … SECRETARY Your right Hand Lion The buck stops with you … As PRESIDENT you are soley responsible for how well your club operates. 54

Club Secretary Training Materials Updated for 2016-2017 Materials Included: Powerpoint presentation Participant Workbook FAQ Document All three available for download LCI 55

Leadership Development Webinars Dates & Times will be posted on the LCI Website. QUESTIONS OR CONCERNS: Carol Rich Training Specialist LCI 56

APPENDICES 57 APPENDIX “A”: Member Categories. Pg. 11 and 12 APPENDIX “B”: President’s Roles. Pg. 13 -14-15 APPENDIX “C”: Parliamentary Procedures. PG 15 - 16

APPENDICES 58 APPENDIX “D”: Sample g Agenda Pg. 17 APPENDIX “E”: GMT and GLT Pg. 16 – 18 Club Excellence Process (CEP) Pg. 18 APPENDIX “F” : MyLCI Website Pg. 19 - 21

MyLCI Website 59 If you have an e-mail address submitted on the club’s PU 101 you can apply for a PASSWORD and perform certain functions on the club’s MyLCI website. For detailed instructions refer to Appendix F on page 20 of your handout.

MyLCI Resources in Appendix F 60 MyLCI Password Process Using MyLCI to File M Reports Member & Club Information on Dropdown Menu MyLCI Support Center

MyLCI Support Center 61 Upper right hand side of the page click on SUPPORT CENTER and the drop down menu appears. See a training area relevant to your club where You can practice performing functions without affecting the member data in the training site. Page 20-21

MyLCI Support Center Pages 20-21 MyLCI Filing PU 101 Electronically MyLCI E-mail Your PU 101 to DG & VDGs 62

AS YOUR CLUB’S PESSIDENT” “HAVE A GREAT YEAR AS YOUR CLUB’S PESSIDENT” 63