Online reporting 102.

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Presentation transcript:

Online reporting 102

Scott Smith chief technology officer Kiwanis International

What is online member management? A way for club secretaries to add, delete and edit member information online with Kiwanis International Changes are reflected with Kiwanis International immediately

Availability Your district must agree to use the online reporting platform. Available everywhere and currently in use in: North America Australia New Zealand-South Pacific Philippine Luzon Malaysia Available in English, French, German, Dutch, Norwegian, Icelandic and Spanish Coming soon: Japanese, Korean and Mandarin Chinese

Online member management tour

Search—all members

Search—all members next screen

Export to Excel

Export to Excel—data Member ID Title Last name First name Middle name Prefix Suffix Club key number Club name Division Club join date KI join date Primary address Company name Record modified date Primary phone Fax Email Sponsor

Edit member information

Edit member information – next screen

Delete members

Delete members – next screen

Search—former members

Search deceased members

Search club officers

Search—individual members

Add new members

Add new members—next screen

Add new members— invoice page

Club Excellence Tool The Club Excellence Tool is an online survey to help you monitor the health of your club. Gain feedback on your club’s strengths and weaknesses in many categories Compare improvements over time against past surveys Resources are provided to help you improve in designated areas

Club Excellence Tool—admin setup

Club Excellence Tool—survey start screen

Club Excellence Tool—club meetings

Club Excellence Tool—service

Club Excellence Tool—fellowship

Club Excellence Tool—fundraising

Club Excellence Tool—club leadership

Club Excellence Tool—membership growth

Club Excellence Tool—retention

Club Excellence Tool—score

Club Excellence Tool— overall results

tips and resources for improvement based on results Club Excellence Tool— tips and resources for improvement based on results

Club Excellence Tool—report

Club Excellence Tool—admin reports

Email kiwanisone@kiwanis.org or submit question via the Questions? Email kiwanisone@kiwanis.org or submit question via the secretary dashboard

Session evaluation Please… Fill out Tear out Turn in

Thank you!