D ISTRICT and C LUB database (DAC-db) TRAINING for CLUB SECRETARIES and CLUB TREASURERS D ISTRICT and C LUB database (DAC-db) TRAINING for CLUB SECRETARIES.

Slides:



Advertisements
Similar presentations
Updating your profile. Why Fill out your profile? Taking a few moments to fill out your volunteer profile will enhance your overall experience with your.
Advertisements

Member Access. This presentation will help you familiarize yourself with the functions of Member Access. Throughout this presentation, you can enter the.
Rotary Club of Fayetteville DaCdb Presentation November 19, 2007 Rotary Club of Fayetteville DaCdb Presentation November 19, 2007 Computers Are Worthless!
D ISTRICT and C LUB database (DAC-db) TRAINING for CLUB SECRETARIES and CLUB TREASURERS D ISTRICT and C LUB database (DAC-db) TRAINING for CLUB SECRETARIES.
F ILLING OUT A PRIDE REPORT Due the 10 th of each month.
Club and District Administration Reporting Procedures Joe W. Ferguson, District Secretary PETS District 7570 PETS.
ClubRunner Connect. Communicate. Collaborate. ClubRunner and Rotary International Database Integration Introduction and Overview November 2010.
Google Account Basics: Getting Started with free Google applications.
How many …. Have seen this page on our website ?
Secretary Training District Assembly June 4, 2011 Mike Raulin.
DISTRICT 7750 SECRETARY’S WORKSHOP Presented by District Secretary Dave Knapp Rotary Club of Simpsonville 864/
1. 2 D ISTRICT and C LUB database ( DaC-db ) TRAINING FOR CLUB SECRETARIES DaCdb the “E-Z key” for Rotary Club Data Management!
ClubRunner Connect. Communicate. Collaborate. ClubRunner and Rotary International Database Integration Introduction and Overview Introduced: November 2010.
MID-SOUTH P.E.T.S. New Digital Age at Rotary Michael Brown, PDG, ARRFC Mid-South P.E.T.S. March 20-24, 2014.
Secretary Training Session Facilitators Colin Shillabeer Hans Granholm March 2008.
District 2610 CLTS 2013 District Club Leadership Training Seminar | 1 Session 1: Secretaries and Treasurers.
ClubRunner Connect. Collaborate. Communicate. District Training Presentation to Clubs Welcome to ClubRunner! Press or left-click on mouse to advance.
2015 District Assembly Secretary and Treasurer Basics Naomi Masuno, District Secretary.
Club Secretary 101. Main Role of Secretary Help the Club function effectively Maintaining Club Records Correspondence about meetings, board meetings and.
Online Pride Report System Contents. Registration.
DACdb - District and Club Database Effective Communications: between the District, Clubs and Members PETS for: Presidents-Elect 2013.
Club and Member Overview DACdb Presentation District and Club database SERVICE Above Self Buffalo Rotary Club June 4, 2013.
District and Club Database DACdb
Member Access. This presentation will help you familiarize yourself with the functions of Member Access. Throughout this presentation, you can enter the.
District 5340 Assembly 2015 District Assembly Learning Objectives Understand the role of the club secretary.
Unit B: Expanding Your Productivity Page: 24 to 37.
Slide 1 District 9940 LETS – May 2010 Role and Responsibilities Club Secretaries Presented by Paul Mears and Russell Smith Rotary Club of Tawa.
District 6400 Assembly April 18, 2009 Secretary’s Session Led by: PDG Jack Mueller, Secretary 2008 SUE KOWALSKI Secretary Presentation made up.
DACdb - District and Club Database Effective Communications: between the District, Clubs and Members for ROTARY DISTRICTS “Features & Benefits” Primarily.
Welcome to Rotary 7750 Club Information Tools SERVICE Above Self “What’s in it for ME?”
Parent Guide for staying connected. To Begin using Skyward Family Access you will need:  A computer connected to the internet  A web browser (Windows.
Lions Communicating on the Internet By Lion Dan Uitti, PDG n Lions Use the Internet for many purposes n How Lions use the Internet n What Lions do on the.
Connect. Collaborate. Communicate. Presidents and Officers Elect Training Seminar - March 2013 Using Modern Online Technology.
DaCdb - District and Club Database Effective Communications: between the District, Clubs and Members ROTARY DISTRICT “Features & Benefits” Primarily for:
Welcome Rotary Club Secretaries and Treasurers. Introductions Name. How many years a Rotarian. Rotary Club you are from. How many members in your club.
2 D ISTRICT and C LUB database ( DaC-db ) TRAINING FOR CLUB SECRETARIES DaCdb the “E-Z key” for Rotary Club Data Management!
District Assembly DaCdb Presentation District and Club database SERVICE Above Self.
Club Reporting Requirements defined Manual of Procedure –2013 Joe Ferguson, District Secretary P.E.T.S. April 05, 2014.
The Club Secretary. Learning Objectives Understand the role of the club secretary. Identify ways to work with other club leaders.
ROLES, DUTIES AND RESPONSIBILITIES OF AN EFFECTIVE ROTARY CLUB SECRETARY.
Member Access. This presentation will help you familiarize yourself with the functions of Member Access. Throughout this presentation, you can enter the.
Club Reporting Requirements defined Manual of Procedure –2010 Page 260 Joe Ferguson, District Secretary D.T.T.S
DaCdb - District and Club Database Effective Communications: between the District, Clubs and Members ROTARY DISTRICT “Features & Benefits” Primarily for:
Rotary International District 6000 District Assembly Annual Training March 23, 2013 Training for Club Secretaries John Hannes, Senior Coordinator, RI Support.
2016 District Assembly Nalani Flinn, District Governor Nominee / Spring Assembly Secretary and Treasurer.
SNG via Webinar. Where’s Webinar??  Double click Aflac 2000 folder  Highlight “SNGWebCommunicator”  Right Click and “Send To - Desktop”
PETS 2016 Evlin Sanchez, Rotary Club of Belize Sunrise.
ClubRunner Website Capabilities Presentation for District 5790 District Assembly April 16, 2016.
SuccessFactors - Frequently Asked Questions FAQs Question: I don't have easy access to a computer at work. What other options do I have? Answer: SuccessFactors.
Lions District 2-E2 Secretary Training March 14, 2015.
Tutorial: My Rotary..
Your Gifts, Our Mission.
ClubRunner and Rotary International Database Integration
Narragansett Council Online Registration
Club Administration PP Dave Taylor.
Member Access.
ClubRunner 101 What is ClubRunner? A web site;
ROTARY RESOURCES Rotary Club Central, ClubRunner, rotary.org
Requirements defined Manual of Procedure –2010 Page 260
How to Use Members Area of The Ninety-Nines Website
Wes Brooks District 6840 • Asst. Gov. ClubRunner
Striving to be a Vibrant Club
How clubs can engage in developing relationships with existing and potential members using MyRotary and DACdb Michael Brown Zones Technology Specialist.
ROTARY RESOURCES Rotary Club Central, ClubRunner, rotary.org
Online Pride Report System Contents
CLUB SECRETARY TRAINING and DISCUSSION
Member Access District 6000 Assembly
Reporting your goals Sunday, July 21, 2019
District and Club Database - PETS 2016
Presentation transcript:

D ISTRICT and C LUB database (DAC-db) TRAINING for CLUB SECRETARIES and CLUB TREASURERS D ISTRICT and C LUB database (DAC-db) TRAINING for CLUB SECRETARIES and CLUB TREASURERS DACdb the “E-Z key” for Rotary Club Management!

D ISTRICT and C LUB database Today’s Agenda: 10 minutesRI MOP requirements 10 minutesWHAT DACdb does for you 60 minutesHands-ON Guided Practice 20 minutes Review Optional Modules: Weekly Attendance, Dues/Invoicing, and Club Web Sites 20 minutesReview, Q&A for your Club

D ISTRICT and C LUB database ONLY 1 Handout:

D ISTRICT and C LUB database ONLY 1 Handout: plus, 2 LOG IN (shortcuts): 1)

D ISTRICT and C LUB database ONLY 1 Handout: plus, 2 LOG IN (shortcuts): 1) 2) DACdb ICON on desktop

Rotary International, your Rotary District, and especially your club, all have high expectations of you, as your club’s Secretary OK…I’m a new Club Secretary…Now what?

The Club Secretary is arguably the most important cog in your Rotary club’s wheel! (Don’t tell the president) You are the nerve center of your club!

OK…I’m a new Club Secretary…Now what? The Club Secretary is arguably the most important cog in your Rotary club’s wheel! You are the nerve center of your club! You will have many duties to perform, and like everyone else, your time is limited.

Club Secretary Duties Required by Rotary International: from: Standard Club Bylaws, Article 3, section 4 Section 4 — Secretary. It shall be the duty of the secretary to keep membership records; record attendance at meetings; send out notices of club, board, and committee meetings; record and preserve the minutes of such meetings; report as required to RI, including the semiannual reports of membership on 1 January and 1 July of each year, which shall include per capita dues for all members and prorated dues for active members who have been elected to membership in the club since the start of the July or January semiannual reporting period; report changes in membership; provide the monthly attendance report, which shall be made to the district governor within 15 days of the last meeting of the month; collect and remit RI official magazine subscriptions; and perform other duties as usually pertain to the office of secretary. 266 MANUAL OF PROCEDURE 2007

Keep records of club membership (New, Chgs, Term); send to RI Record attendance at all meetings (send Monthly Attendance to the District Secretary, within 15 days of the last meeting of the month) Club Secretary Duties Required by Rotary International: from: Standard Club Bylaws, Article 3, section 4

Send required reports to RI, including the Semi-Annual Report (SAR) of club membership as of January 1 and July 1 Club Secretary Duties Required by Rotary International: from: Standard Club Bylaws, Article 3, section 4

Report any changes in club meeting location, time, or day to RI Report the election of club officers for the ensuing Rotary year by 31 December of each year to RI Club Secretary Duties Required by Rotary International: from: Standard Club Bylaws, Article 3, section 4

Maintain and update the club’s weekly attendance and membership records – keeping in touch with Membership and Classifications Committees in your club; plus, communicating with the Treasurer on meal charges, make-up credits, etc. Tasks Expected of the Club Secretary

Also, maintain minutes of meetings and archive all club records for easy access And, do ANYTHING ELSE your club asks of you!

And remember, don’t forget to put on your SuperMan cape… Tasks Expected of the Club Secretary

Using DACdb makes your life easier ALL of these tasks, and more, can easily be done using the… D ISTRICT a nd C LUB d ata b ase ( DACdb ) ( pronounced: daK-dee-bee) Less TIME with Less STRESS…

Using DACdb makes your life easier ALL of these tasks, and more, can easily be done ALL on 1 screen… Click on the MY CLUB tab Less TIME with Less STRESS…

Upload electronic copies of your club bulletin (and for archival purposes) Add items to your club calendar Coordinate scheduling of projects with other clubs’ Events How YOU Can Enhance Your Club’s Mission

You can create and manage all of your club’s committees on the database You can easily print out a Club Roster, Membership Directory, TRF Giving, and Attendance check-in sheets, plus lots of other club reports How YOU Can Enhance Your Club’s Mission

You can easily communicate on a “personal” level with one or all of your club members by using the P-MAIL feature built into the DACdb system “Dear Rotarian MIKE” How YOU Can Enhance Your Club’s Mission

Effective Communications: between the District, Clubs and Members BUBBLES UP to RI via Direct Connect - CLUBS must choose this option at ROTARY.org - Changes happens in minutes vs. days - Step-by-Step instructions on HINTS page D ISTRICT and C LUB database

Effective Communications: between the District, Clubs and Members BUBBLES UP to RI via Direct Connect - Step-by-Step instructions on HINTS page D ISTRICT and C LUB database

Effective Communications: between the District, Clubs and Members Smartphone – for Your CLUB Directory All this information about your Membership, Club, Committees, Club Calendar and the District Calendar is now on your Smartphone … …Just LOG IN as a ROTARIAN D ISTRICT and C LUB database

OK, I KNOW IT COULD BE REALLY HELPFUL, BUT ….

BUT HOW DO I USE IT

Logging In Remember, lots of HELP is available… has all these materials, and much more…

And, sometimes you just need a FRIEND… There are District people and our Tech Support

And, we take your Privacy and Security of the data very seriously:

D ISTRICT and C LUB database LOG IN URL: Or, use the “shortcut ICON” on your Desktop:

Logging In Click the EZ link in a PMAIL #05 message (and, let Remember Me fill in the values) User Name (usually your address) and Password (usually your RI MemberID # ) and YOU ARE READY TO BEGIN!

Logging In Click the EZ link in a PMAIL #05 message

Logging In

1)Your address 2)Your RI MemberID 3) Or, just click on link in PMAIL #05 YourDesktopYourDesktop Logging In

Getting Started Our User interface is very “intuitive”… - Just click on a “TAB” and follow the instructions found within. And remember, ALL Club Officer functions are found under the My Club tab

Getting Started My CLUB tab

37 Getting Started

Look for the “POWER BUTTONS” – those brightly colored buttons that take you to the various actions you can take within your club or member’s record The “POWER BUTTONS” allow you to use the functions built into the database Getting Started

39 Getting Started

40 Remember, ALL activities affecting the management of your club’s information can be found under the My CLUB tab Getting Started

As a club officer (or an officer-elect), you are automatically given the Security LEVEL 4, to maintain your club and members’ data Note: You can not make changes to any other club, members or committees outside of your club. Getting Started

You will have the ability to……… Maintain your own CLUB record Maintain any member’s record in your CLUB ADD/CHANGE/DELETE members on any committee in your CLUB Getting Started

EDIT CLUB

44 Getting Started Select EDIT Member

Getting Started EDIT Member from VIEW

Getting Started EDITING Member data

Getting Started EDIT Club Positions

Getting Started EDIT Club Positions

Getting Started EDIT Club Positions

You will have the ability to… View or print all reports for your CLUB, including Membership Directory, with photos Submit “club events or fund raisers” to the Club calendar so they can be viewed by all clubs and in the District calendar Getting Started

Add a Calendar Event

List Calendar Events

53 List Calendar Events

You have the ability to……… Send “P-MAIL” (Personalized ) ALL your Club members, in just a couple clicks Many “templates” already available Save your OWN templates Getting Started

P-MAIL PMAIL to ALL Club Members

56 P-MAIL A menu of preformatted PMAIL templates are already defined.

57 PMAILPMAILPMAILPMAIL

58 You will have the ability to……… Submit "club bulletins”, minutes and other documents; and archive them on the database – and you have 250Mb of storage available to your club. Getting Started

Also, you have the ability to… View the public data for any Member or Club in your district Find any Member, and view their public contact information Getting Started

VERY IMPORTANT: Make all of your changes at once… BUT, you MUST click the “UPDATE” button, or your changes will not be recorded! Getting Started

Finally, we have documentation for each function for the Club Secretary... Getting Started

SUCCESS! Now all you have to do, is USE the DACdb system to help make your club “HUM” and stop “Hmmmming!” So, “What’s stopping you now?”

SmartPhone Mobile Access www. DACdb.mobi

Use same Login values as the District & Club database for inquiries on your Smart Phones SmartPhone Mobile Access

In your browser: (Safari) www. DACdb.com U: P: SmartPhone Mobile Access

www. DACdb.com SmartPhone Mobile Access

Quick Access: - Address - Phone Numbers - Name & Address -Calendar of Event SmartPhone Mobile Access

Adding the ICON as an APP on HOME First time you go to the site SmartPhone Mobile Access

www. DACdb.com

SmartPhone Mobile Access www. DACdb.mobi Smart Phone “screen layout” on your: - iPAD - Laptop use your “browser”

D ISTRICT and C LUB database

“Drawing a LINE in the SAND”

D ISTRICT and C LUB database “Drawing a LINE in the SAND” Optional PREMIUM MODULES for CLUBS:

PETS - Club Presidents DACdb Presents Optional Club Premium Modules! SERVICE Above Self 1.Weekly Attendance Reporting 2. DUES & Invoicing 3. Club Web Site Less TIME with Less Stress

Examples and Costs SERVICE Above Self

PETS - Club Presidents DACdb Presents Optional Club Premium Modules! SERVICE Above Self 1.Weekly Attendance Reporting - Add a Meeting in just a couple clicks

PETS - Club Presidents DACdb Presents Optional Club Premium Modules! SERVICE Above Self 1.Weekly Attendance Reporting - Add a Meeting in just a couple clicks - Positive, Negative, Bar Code Scans

PETS - Club Presidents DACdb Presents Optional Club Premium Modules! SERVICE Above Self 1.Weekly Attendance Reporting - Add a Meeting in just a couple clicks - Positive, Negative, Bar Code Scans - Automatic PMAIL #10 to Absentees

PETS - Club Presidents DACdb Presents Optional Club Premium Modules! SERVICE Above Self 1.Weekly Attendance Reporting - Add a Meeting in just a couple clicks - Positive, Negative, Bar Code Scans - Automatic PMAIL #10 to Absentees - Automatic updating of Monthly Attend.

PETS - Club Presidents DACdb Presents Optional Club Premium Modules! SERVICE Above Self 1.Weekly Attendance Reporting - Add a Meeting in just a couple clicks - Positive, Negative, Bar Code Scans - Automatic PMAIL #10 to Absentees - Automatic updating of Monthly Attend. - Make Ups and Leave of Absences

PETS - Club Presidents DACdb Presents Optional Club Premium Modules! SERVICE Above Self 1.Weekly Attendance Reporting - Add a Meeting in just a couple clicks - Positive, Negative, Bar Code Scans - Automatic PMAIL #10 to Absentees - Automatic updating of Monthly Attend. - Make Ups and Leave of Absences - Correct Percentage Calculations, including your Rule of 85 members

SERVICE Above Self

84 D ISTRICT and C LUB database

D ISTRICT and C LUB database

Guided practice See who is on your District’s Assistant Governors Committee … just click on the COMMITTEES tab, and select the committee to VIEW

88 Guided practice W ho are your Assistant Governors ….

PETS - Club Presidents DACdb Presents New Features SERVICE Above Self

more Guided Practice

91 Log in to the DACdb Edit your own Member record … Just click on My CLUB and scroll down to Section 3 to find your record Or, Just click on the My DATA tab to view your record, then EDIT. Guided practice SUMMARY

Guided practice Log in to the DACdb

Built-in Security and Privacy …

Guided practice Edit your own Member record

Guided practice Or, Just click on the My DATA tab to view your record, then EDIT.

Make someone Public Relations Chair … Just click on My CLUB and scroll down to Section 3 to EDIT Club Positions NOW, change them back. Guided practice

Make someone PR Chair … Guided practice

Make someone PR Chair … -Just click on the PENCIL icon beside the PERSON that you want to set to a new CLUB POSITION -Please, do NOT click “UPDATE” Guided practice

Make someone PR Chair … -Just click on the PENCIL icon beside the PERSON that you want to set to a new CLUB POSITION - They now SHOW UP in Club Leaders (click My Club now to see updated leadership) Guided practice

– My CLUB Create a Membership Directory for your club… Go to CLUB REPORTS and choose #1 and choose “RUN/VIEW ON SCREEN” Guided practice

– My CLUB Create a Membership Directory Guided practice

102 FIND for a member with the last name “Johnson” in your district… under the My DATA tab… click the FIND a MEMBER (it is the first entry in sub-menu) Guided practice

FIND for a member with the last name “Johnson” in your district…. Guided practice

Send a “PMAIL” to yourself (which is always a good idea, when composing a lengthy message). Send a “PMAIL” to yourself (which is always a good idea, when composing a lengthy message). Just click on My DATA tab… (which is exactly the SAME as clicking VIEW a member, in Section 3 of My Club) Guided practice

Then, click the PMAIL envelope on the right side of the screen, just above your photo. Then, select #01 Dear Rotarian “template”. Then key-in your message and click SEND. (you could use any of the message templates already there!) Guided practice

Send PMAIL to Yourself Guided practice

Send a “PMAIL” to ALL the members of your club…..click on My CLUB and scroll down to Section 3. Send a “PMAIL” to ALL the members of your club…..click on My CLUB and scroll down to Section 3. Click the PMAIL button on the right side of the screen. Select #01 Dear Rotarian “template”. Then key-in your message and click SEND. ONLY ONE CLUB VOLUNTEER! (you could use any of the message templates already there!) Click the PMAIL button on the right side of the screen. Select #01 Dear Rotarian “template”. Then key-in your message and click SEND. ONLY ONE CLUB VOLUNTEER! (you could use any of the message templates already there!) Guided practice

Send a “PMAIL” to all the members of your club…using My Club, Section 3 Guided practice

Submit a “Monthly Attendance” report… again, using My CLUB, Section 1 - How many “Meetings” : 4 - How many “Members” : 57 - Average Attendance % : Of course, you should USE your club’s numbers Guided practice

Submit Monthly Attendance in My Club, Section 1 Guided practice