CERTIFIED GUIDING LION PROGRAM Slide Title CERTIFIED GUIDING LION PROGRAM A Course for Success

Sandro Castellana, PDG, GLT Area Leader 4F Speakers MEET THE TEAM Mike Hendy, DGE, 105D Brigid Hendy, PDG, 105D Sandro Castellana, PDG, GLT Area Leader 4F Geoff Leeder, PCC, GLT Area Leader 4D Geoff to introduce the team and then take the participants through the development phases of the Program

Development of the Program 2001-02 Introduction of the Program 2008-09 Re-evaluation of the Program 2010 -11 Piloting of the revised Program 2012 Club Rebuilding added The CGL was originally developed in 2001 -2002. Its requirements were to fulfil six objectives, to improve: Retention of new club members Orientation of new club officers and members The assimilation of the new club membership into the Lions structure The relationship between the sponsoring club and the new club The support system of advisors over a longer time The knowledge level of the guiding Lion 2008 -09 RE-evaluation Development Team Met over a series of teleconferences over a four month period to develop the program. In addition to surveys, we looked at our own regional best practices to improve the course. Objective One: Keep same time frame. Objective Two: Redesign guide to be more focused on club development with basic and practical strategies. Objective Three: Less focus on manuals, more focus on new on-line training and incorporate new materials. Objective Four: Integrate a Club Officer Mentoring system to support each new club officer position. Objective Five: Focus on empowering club members. Objective Six: Improve distribution – use web more fully. Objective Seven: Provide the Guiding Lion with the data needed to track club development.

Why is Training Needed? Better understand your role as a Guiding Lion Develop a club officer training plan that utilizes new on-line training (NEW!) Develop a Club Officer Mentor Team (NEW!) Provide tools to help the new club officers manage their club (NEW TOOLS ADDED!) Locate the resources available to you and the new club

Objectives remain the same! Certified Guiding Lion Program Objectives Objectives remain the same! Help the club determine its mission and purpose Improve retention of members Assimilate new club members into Lions Improve relationship between sponsoring club and new club Extend support system for longer period of time Improve the knowledge of the Guiding Lion

The Certified Guiding Lion: Cannot assist more than 2 clubs New Policies The Certified Guiding Lion: Cannot assist more than 2 clubs Must retake the course every three years Explain the importance of these two policies 1 A Guiding Lion can not assist more than 2 clubs at any point in time 2 To remain certified, a Certified Guiding Lion must retake the course every three years

MOST IMPORTANT SKILL OF A GUIDING LION MOST IMPORTANT SKILL OF A GUIDING LION! The Certified Guiding Lion may be the single most important factor to the success of a new club. But to be successful, the Guiding Lion must commit the time to conduct training, attend meetings and support the development of club officers (and potential club officers).

THE CERTIFICATION PROCESS Complete Course Meet with DG or GLT Coordinator Send the completed Completion Verification Form and Test for Certified Guiding Lions to LCI Headquarters LCI mails certificate to you

PCC Geoffrey Leeder and PDG Sandro Castellana Now, lets review the actual course.

Certified Guiding Lion Program Design Section One: Skills of a Successful Guiding Lion Section Two: Getting off to a Good Start – Become and Information Expert Section Three: Develop a Club Officer Mentor Team (NEW!) Section Four: Design Club Officer Training Section Five: Guiding Lion Resources Section Six: Club Rebuilding (NEW!) Can be taken as a correspondence course or with a group

Course Workbook So, how do we get through more information in the same four-hour course? Pre-Assignment! As we mentioned, this new course utilizes on-line courses, a mentor team and far more resources so you might be asking yourself……. This is something that we have been doing in the UK for years, and it really makes the discussion time and the course time much more effective!

As part of the pre-assignment, you should have reviewed: Leadership Resource Center – Club Officer Orientation Club Resource Center MyLCI Site Key Publications Standard Form Constitution and Bylaws (LA-2) Club Officers Manual (LA-15) Orientation Guide (ME-13) Charter Night Planning Guide (TK-26) Club Membership Chairperson’s Manual (ME-12) Making it Happen, Guide to Project Development (TK-10) Community Needs Assessment (MK-9) Local Materials The course workbook walks you through each tool and helps you find the most current information on the web. This should take on average 6-8 hours.

Section One: Skills of a Successful Guiding Lion Starting on page 4 Now, lets review the actual course.

Page 6 The Certified Guiding Lion Workbook EXERCISE 1 Page 6 The Certified Guiding Lion Workbook Skills of a Successful Guiding Lion Table Discussion: What are the skills needed to be an effective Guiding Lion? Which skills do you possess? Which skills should you improve? Discuss with your table and determine as a group the top 5 skills This section provides a self assessment of skills that are important to be an effective leader. Review the list of traits on page 5 and think about how you can utilize the traits you already have and identify the ones you feel could be improved.

Skills of a Successful Guiding Lion Good Administrator Good Motivator Good Trainer Good Communicator Good Observer Good Listener Goal Setter Team Builder Adviser Skilled Presenter Enthusiastic Computer Skills

Section Two: Getting Off to a Good Start Become an Information Expert Starting on page 7

Get Off to a Good Start – Become an Information Expert! Leadership Development Section of the Member Center Organized under Training Materials Club Officer Orientation On-Line Course Club President Course Club Secretary Course Club Treasurer Course Briefly describe key parts of each manual and how the information can be shared with the club members.

EXERCISE 2 Page 8 The Certified Guiding Lion Workbook Key Points to include in your Training What are the key concepts from the on-line Club Officer Orientation that should be shared with the new club officers? What should be shared with the President? What should be shared with the Club Secretary? What should be shared with the Club Treasurer? What should be shared with the Club Membership? Are there other on-line courses that would be helpful? Explain how this exercise will help you plan your training later on in the workbook.

Get Off to a Good Start – Become an Information Expert! Managing a Club at www.lionsclubs.org This webpage includes links to the following: Access to the Club Resource Center and frequently used forms, publications and information PR Tools to help communicate the club’s activities Finance information you need to manage club funds Strategies to strengthen membership A free E-Clubhouse Web site for your new Lions club Briefly describe the resource center

EXERCISE 3 Page 9 The Certified Guiding Lion Workbook Important Materials in the Club Resource Center What are the most important materials in the Club Resource Center that are useful to promote excellence in club management? What should be shared with the President? What should be shared with the Club Secretary? What should be shared with the Club Treasurer? What other materials would be helpful? Note the items and information on the site that you feel would be the most important items the new club officers should know.

Get Off to a Good Start – Become an Information Expert! MyLCI Site The site features a training section and a manual to inform club secretaries and president on how to use the site. MyLCI Site is useful for: Reporting membership changes Printing Club Rosters Completing Activity Reports More Enter the training site Explain the importance of the MyLCI site and how the training site works.

EXERCISE 4 Page 9 The Certified Guiding Lion Workbook MyLCI Site Materials and Functions Before the class you were instructed to log into the site and test the programs. Were you able to log onto the site and go to the training area? Did you have any problems or challenges? What information did you find that was helpful? If you had difficulty with this step, no worries, this is something that the secretary's mentor can assist with

Section Three: Develop a Club Officer Mentor Team Starting on page 10 In addition to through on-line training and resources, this new revised course also helps you build a team of experts

Develop a Club Officer Mentor Team Club Officer Mentor: Pairing new officers with outstanding examples! Checklist designed to facilitate training Club President Mentor Checklist Club Secretary Checklist Club Treasurer Checklist Club Membership Chair Chair Checklist Don’t forget, you can not do it all. On Page 30-33 you will find forms that should be given to the club mentors. In addition to the training you provide as a Guiding Lion, this team of seasoned experts can help train the club officers on very practical and useful items, like submitting WMMRs, keeping records, and other business tasks.

Page 11 The Certified Guiding Lion Workbook EXERCISE 5 Page 11 The Certified Guiding Lion Workbook Develop Your Club Mentor Team Identify individuals who serve in the following roles and discuss their main responsibility to the new club:   District Governor Team: District Governor   First Vice District Governor   Second Vice District Governor Zone Chairpersons

Page 12 The Certified Guiding Lion Workbook EXERCISE 5 (continued) Page 12 The Certified Guiding Lion Workbook Develop Your Club Mentor Team Identify individuals who are qualified to serve in the following roles and discuss their main responsibility to the new club:   Club Officer Mentors:   Club President Mentor Club Secretary Mentor   Club Treasurer Mentor Club Membership Chair Mentor Club Mentors should be currently serving in the position 

DGE Mike Hendy

Section Four: Design Club Officer Training for your new club Starting on page 13 Now that you have your team and your resources, let’s put them together to design a club officer training program specifically designed for your club.

Club Officer Training Outline Divided into four sessions, focused on the initial keys to success: Session One– Introduction to Lions Clubs International, Club Responsibilities, the Charter Night Ceremony, Club Officer Mentor Team. Session Two – Club Officer Responsibility and Initiating Meaningful Projects Session Three – The importance of Recruitment and Retention and Developing a Recruiting Plan Session Four – Hosting Productive and Meaningful Meetings EACH SESSION SHOULD LAST APPROXIMATELY 60 MINUTES THE WORKBOOK INCLUDES AN OUTLINE FOR EACH SECTION The Training is focused on four key sessions each lasting around an hour…..(Mention each session) Let’s talk about each one.

Introduction to Lions Clubs International (12 minutes) Training Session One Introduction to Lions Clubs International (12 minutes) Club Responsibilities (23 minutes) Charter Night Ceremony (15 minutes) Club Officer Mentor Team (10 minutes) Explain why this step is important. It starts with the basics and builds upon this foundation featuring tools and resources that you have been studying.

Introduction to Lions Clubs International (12 minutes) Resource: Orientation Guide Orientation Guide Includes: History of Lions Club International Structure of the Club, Zone, Region etc. Zone and district level positions and how they assist the club Support from the International Association – Training available, e-clubhouse and other programs that might be helpful. International service projects Reaffirm that each club is autonomous. Next , you will find an outline for each section. This can be adapted to fit your Lion’s needs and knowledge.

Understanding Club Responsibilities (23 minutes) Resource: Standard Form Club Constitution and Bylaws While some materials are included in the Orientation Guide, the Constitution and Bylaws includes: Purposes, motto, etc. Membership eligibility and types of Memberships Officer Responsibilities and the Board of Directors Fees and Dues Managing Funds Meetings and quorums Elections and filling vacancies

Introduce new club officers to their Club Officer Mentors Club Officer Mentor Team (10 minutes) Resource: Club Officer Mentor Checklists Introduce new club officers to their Club Officer Mentors Each officer should be assigned a mentor who is currently fulfilling the same officer role The Mentor should be experienced, available and able to communicate/train the new officer effectively Provide each pair a copy of their respective checklist Ask them to meet with their mentor to go through the checklist prior to the next training session I think that mentoring is one of the key facets of the programme, a chance to share knowledge and experience in a safe environment, to develop the new Club Officer.

Charter Night Checklist How to organize an effective committee Organize Charter Night (15 minutes) Resource: Charter Night Planning Guide The Charter Night Planning Guide includes many helpful tips for organizing the charter celebration including: Charter Night Checklist How to organize an effective committee Room layout and diagrams Sample letters and announcements Sample speeches Note that the sponsoring club, and the district, should offer assistance to help the new club organize the event

Page 15 Certified Guiding Workbook EXERCISE 6 Page 15 Certified Guiding Workbook Training Session One: Training Session One is an overview of LCI, why is that important? What do you consider the three most important objectives of the first training session? So a few thoughts on why an overview of LCI is important New members need to know the ethos of the organisation Knowledge of the structure of the organisation shows how it fits together Understanding of the responsibilities of different roles. Most important objectives of the session could be. Fees and dues Type of membership Board of Directors Planning for Charter Night Introduction to LCI Mission Statement, Motto and Purpose.

Club Officer Responsibility (20 minutes) Training Session Two Club Officer Responsibility (20 minutes) Initiating Meaningful Projects (30 minutes) Follow-up Mentor training (10 minutes) Explain why these two topics are important Each session becomes more detailed and builds upon the previous session.

Club Officer Responsibilities (20 minutes) Resource: Club Officer Manual and on-line training The Club Officer Manual can help new officers plan their term and provides general information on the clubs daily operations with information such as: Setting goals Managing club activities through the year Record keeping Transitioning to the next team Job specific information can be found in the Leadership Resource Center under training materials and then Club Officer Orientation. Refer them to the site. Their mentor should be covering the details specific to their position with them on an on-going basis.

Initiating Meaningful Projects (30 minutes) Resource: Making it Happen Meaningful Projects are key to the health and sustainability of new clubs. “Making It Happen” guides the new club members through four key steps: Identify potential projects Develop a task force (and involve interested members) Conduct research (and identify the members you need) Determine action steps needed to implement the plan

Page 17 Certified Guiding Lion Workbook EXERCISE 7 Page 17 Certified Guiding Lion Workbook Reference Material: Making it Happen – Guide to Club Project Development Training Session Two: Training Session Two is more focused on the roles and responsibilities of the club. What do you consider the three most important objectives of the second session? Audience could say Setting up projects that mean something to members encourages ownership Ensure projects are feasibible and achievable Ensure all officers know and understand their responsibilities.

Training Session Three The Importance of Recruitment and Retention and developing an ongoing Membership Plan. (45 minutes) Follow-up Mentor training (15 minutes)

Creating a Membership Recruiting Plan (45 minutes) Resource: Club Membership Chairperson’s Guide The Club Membership Chairperson’s Guide has information that can help a new club design an ongoing membership plan. Designed to be given directly to Membership Chair Includes timelines and program ideas Lists the membership information available from LCI Designed to help the club develop a plan Take a few minutes (longer if needed) to discuss and plan how new members may be recruited.

Page 19 Certified Guiding Lion Workbook EXERCISE 8 Page 19 Certified Guiding Lion Workbook Reference Material: Membership Chair Manual CREATING A MEMBERSHIP RECRUITING PLAN Describe successful ideas for recruiting new members that you would share with the new club officers. What ideas for recruiting members would you share – lets have some rapid answers!

Training Session Four Hosting Productive and Meaningful Meetings (20 minutes, if needed) How to Increase Attendance at Meetings (20 minutes, if needed) Continue to follow-up Mentor training

Hosting Productive and Meaningful Meetings Resource: Focus on Meetings and Club Program Meeting Ideas “Focus on Meetings” and the “Club Program Meeting Idea” flyer include information on how to host a successful meeting. “Meeting Management”, an on-line course in the Leadership Development section of the LCI web site. Discuss how to make the meetings positive, effective and ways to increase attendance. Usually, the president is in charge of meeting management and the membership chair is in charge of increasing attendance. The first few club meetings are critical. If meetings are not productive, members will lose interest quickly.

Increasing Meeting Attendance If meeting attendance is not increasing, discuss ways to boost meetings attendance. The list in the workbook includes. Make sure the meeting date, time and location meets your members and your potential member’s needs  Send invitations to current and potential members noting the activities that will take place  Make personal calls to invite current and potential members to the meetings who may need additional encouragement. Tell them how their support is needed by the club and by the community.   Invite an interesting and relevant speaker to each general meeting to give members and potential members a reason to attend.  Make sure each member who attends the meeting is involved in a project that is meaningful to them.   Having solid attendance is the sign of a strong club, remember that these new members don’t have a through understanding of Lions so their commitment may not be strong. To counter this, the club should continue to promote attendance.

Page 21 Certified Guiding Lion Workbook EXERCISE 9 Page 21 Certified Guiding Lion Workbook POSITIVE AND PRODUCTIVE MEETINGS What elements are key to a positive and productive meeting? What can be done to increase attendance? Take the audience through both questions, particularly the second one. Well planned meetings Agenda Issue reports before meeting Use IT effectively Good and positive chairmanship Speak to people who havent attended for a while No cliques Ensure goals achieved Have FUN!

PDG Brigid Hendy

Section Five: Guiding Lion Resources

Reports Club Health Assessment – measures the progress of the club in the area of membership gain/loss, reporting, payment of dues and balances and donations made to LCIF Quarterly Report – The report completed by the Guiding Lion and given to the District Team and LCI to report the progress made by the club. As a Certified Guiding Lion, once you are assigned to a club, you will receive regular updates on the club’s progress.

Tools to Help New Clubs Become Self Reliant Club Officer Training Checklist – to ensure the information has been shared and effectively communicated to the new club officers Transition to Independence – A checklist to gauge the club’s progress as the club becomes more self reliant. The workbook also includes several checklists and outlines to help you organize your continued training.

Guiding Lion Hotline As a Certified Guiding Lion, you have special access to the District and Club Administration Division. Staff can assist you with information, programs, tools, status of payments, and other information.

Strengthening Club and District Development GMT/GLT Teams Global Membership Team – Lions at both the district and multiple district to charter new clubs and support membership recruiting and retention. Global Leadership Teams – Lions at both the district and the multiple district to identify and develop leaders. This key group may host CGL training and provide training to new club officers. Strengthening Club and District Development

REMEMBER TO: Complete the “Test for Certified Guiding Lions on pages 35 and 36, meet with District Governor or GLT Coordinator to obtain their signature and send signed Program Review to Lions Clubs International LCI will mail a certificate to you

PDG Brigid Hendy and DGE Mike Hendy

Assessment process to identify the training and support that is needed New For Rebuilding Assessment process to identify the training and support that is needed Assignment Form to formally assign a Lion to the club and ensure they receive the information they need PowerPoint Presentation added to the existing workshop to cover the unique needs of a weak or failing club May be taken as a correspondence course or in a classroom. Powerpoint and instructors manual is available on-line.

Assessment Process for Rebuilding Assessment Form Evaluates the members knowledge of: Understanding Club Responsibilities Club management and reporting Ability to carry out service projects Host positive club meetings Initiate a membership plan Knowledge of District Support So that the training can be adapted to meet the needs of the club

By assigning a Guiding Lion to a Club: Assignment By assigning a Guiding Lion to a Club: The Guiding Lion receives the monthly Club Health Assessment Membership growth Reporting history Past due notifications Officer reporting Donations to LCIF

Implementing CGLP in Club Rebuilding – some considerations For District Governors: Understand the Club in question, the history, personalities in the Club/Zone Is CGL program the most appropriate intervention? Understand the personality, skills and background of the CGLs – look for best fit For District Governors read DGT team, GMT and GLT Chairmen . Questions to consider are what has already been done to help the Club rebuild? why wasn’t it successful? Was this down to a specific reason? Consider the personalities involved, past council chairman, PDGs, what are their motives, are they supportive? Other members, would they welcome an outsider coming in? What is the region/zone chairman’s view, are they supportive? What is the view of other Clubs in the locality, are they supportive? Having considered these fact is CGLP the most appropriate invention at this time or could something still be done internally. Look at the CGLs available. What would the best fit be. Diplomatic skills, ability to build rapport, likely to command respect from the club, likely to be seen as a source of support rather than an interference. Availability of CGLs, what else are they already doing?

Implementing CGLP in Club Rebuilding – some considerations For the Certified Guiding Lion: Understand the Club, the history, personalities in the Club/Zone. Am I the best CGL to help? Who are the key stakeholders in the Club/Zone? What advance discussions need to take place? Once appointed do your research thoroughly, don’t just charge in. Find out what efforts have been made already to rebuild the Club, what were the successes and failures? Why was this? Are you likely to fit well into the situation? What skills will need to have? Find out who the key stakeholders are, the members, what is their background in Lions, the Region/Zone chairperson are they active? Who do you need to talk to? And when? What order? How should the conversation take place?

Implementing CGLP in Club Rebuilding – some considerations For the Certified Guiding Lion (contd): When it the best time to attend, normal meeting or special meeting? Listen and reflect! Don’t come up with instant solutions Allow the Club to suggest ways Involve key stakeholders at all times Consider when to go live. When will have the best effect for the Club? Take your time. Say you have just come to listen. Don’t put yourself under pressure to come up with solutions immediately. Good consultants survey the whole situation then reflect, the propose options. The Club may well have ideas themselves, evaluate the ideas. Absolutely crucial to involve key stakeholders, how are they feeling, what ideas are they having, are they supportive

Implementing CGLP in Club Rebuilding – some considerations For the Certified Guiding Lion (contd): Talk to other CGLs who might have been in a similar situation Keep the District Governor advised Recognize success If its your first involvement as a CGL in a club Rebuilding programme, talk to other CGLs, how have they handled situations, what advice can they give. Ensure the DG is in the loop at all times. Make them aware of the successes and challenges. Is anything likely to blow up into an incident? What good practice can be shared with other Clubs? When the Club is healthy again celebrate the success!!

CERTIFIED GUIDING LION PROGRAM Hosting a Course for Success

PCC Geoffrey Leeder and PDG Sandro Castellana Now, lets review the practicalities of actually running a course.

Role of the Host The Host 1 Secures the location 2 Ensures proper room set –up 3 Orders materials (extra kits and other local materials) 4 Provides AV 5 Invites participants 6 Strongly encourages participants to complete preliminary assignment

Role of the Host: Secure Location The location should offer the following: 1 Easily accessible 2 Within budget – Free is good! 3 Can accommodate your anticipated attendance 4 Will need to have the location secured so invitations can go out in a timely manner

Role of the Host: Room Set-up 1 Round tables or setup conducive for small group discussion. 2 Have an extra table for materials. 3 Make sure everyone can see the screen. 4 Flip Chart (with markers) for each table.

Role of the Host: Materials Participants to print materials from LCI website Preliminary assignment work to have been completed before the workshop Extra (spare) CGL kits to be available (1 extra per 5 attendees) Other materials such as local newsletters If the participants did the preliminary assignment, then they should have downloaded and printed out the materials. However, it is a good idea to have extra kits in case they forget to bring them. Perhaps one kit for every 5 people. Material on local activities such as district newsletters and other local materials that would be of interest to new club members.

Role of the Host: Provide AV Laptop (unless presenter is bringing their own) Projector Screen Remote mouse (optional)

Role of the Host: Invite Participants Invitation should provide: Who, what, why, where, and how Need RSVP so you know your count Needs to stress the preliminary assignment. Invitation should provide: Who, what, why, where, and how Need RSVP so you know your count Needs to stress the preliminary assignment. Good news! The participants can access the information they need on-line, so be sure to include the link to the course as part of your invitation and follow up to stress the importance of completing the material before the course.

Role of the Host: Encourage Preliminary Assignment Why is the Preliminary Assignment Important? Big change from prior course design. Utilizes on-line training that is not easily accessible in a classroom setting. Participants need to know the material before they can participate in meaningful discussion.

Role of the Instructor The Instructor Familiar with material Good presentation skills (consider GLT Coordinator!) Keep the participants on track Available Materials PowerPoint Instructors Manual Course packets (have extra for people who forget)

Course Outline Introduction and Course Overview (20 minutes) Greet Participants Divide into teams List expectations Begin PowerPoint with an overview of the program

This section relies on the pre-assignment Course Outline Section 1: Skills of a Successful Guiding Lion (15 minutes) Section 2: Become an Information Expert (60 minutes) This section relies on the pre-assignment Section 3: Develop a Club Officer Mentor Team (15 minutes) Section 4: Design Club Officer Training (70 minutes) Section 5: Guiding Lion Resources Section 6: Rebuilding Existing Clubs Close: See notes

Strengthening Club and District Development GMT/GLT Teams Global Membership Team – Lions at both the district and multiple district to charter new clubs and support membership recruiting and retention. Global Leadership Teams – Lions at both the district and the multiple district to identify and develop leaders. This key group may host CGL training and provide training to new club officers. Strengthening Club and District Development

A solid understanding of the materials available Take Away A solid understanding of the materials available A mentor team of experts to cover the details of each position. An outline to follow when conducting training Confidence to do a great job!

Feedback is always welcome! Follow up Send list (or completion form) and completed test to LCI District and Club Administration LCI will process the completion form and mail personalized certificates directly to participants, unless instructed to do otherwise. Names are then available to DG Team Feedback is always welcome!

CERTIFIED GUIDING LION PROGRAM Slide Title CERTIFIED GUIDING LION PROGRAM A Course for Success Thank You!