1. Certified Guiding Lion Program
Chris Bunch – LION Managing Editor
Sanjeev Ahuja – Chief of Marketing & Membership
Dan Hervey – Brand & Creative Director
Stephanie Morales – Meetings Manager
Empowerment is the key to success!

2. Welcome! Introduction of participants and special guests Announcements
Breaks
Meals
Restrooms
Form small groups
Share expectations of training

3. Certified Guiding Lion Course Objectives
Understand your role as a Guiding Lion.
Help you develop a plan to guide the club to become self-sufficient and strong.
Provide tools to help the club officers manage their club.
Establish a system to track development over the course of your term.

4. Six Elements of Club Success

5. Course Organization
Section I: Skills of a Successful Guiding Lion
Section II: Getting Off to a Good Start – Become an Information Expert
Section III: Develop a Club Officer Mentor Team
Section IV: Design Club Officer Training
Section V: Assessing Club Needs
Section VI: Guiding Lion Resources
The Certified Guiding Lion training may be completed
through self study or in a classroom setting.

6. Course Materials for Today’s Workshop
Participant Guiding Lion Tools
Charter Night Planning Guide
Certified Guiding Lion Course Workbook
Certified Guiding Lion Rebuilding Assessment Guiding Lion Assignment Form
Club Officer Tools
Model Club Structure
Standard Club Constitution & By-Laws
Club President/First Vice President e-Book
Club Secretary e-Book
Club Treasurer e-Book
Club Membership Chairperson e-Book
Club Service Chairperson e-Book
Club Membership and Project Planning
New Member Orientation Guide
Lions Community Needs Assessment
Making it Happen:
Guide to Club Project Development
Club Quality Tools
Best Practice for Financial Transparency
Blueprint for a Stronger Club
Club Quality Initiative
Your Club Your Way!

7. Certification Process1
Complete course materials.
Complete test and verification form (signed by DG, D/MD GLT). 2
Send Verification Form
to District & Club Administration. 3
Certificates are presented to you by your district governor

8. Skills of a Successful Guiding Lion
Section I
Skills of a Successful Guiding Lion
Empowerment is the Key to Success!

9. Section I: Skills of a Successful Guiding Lion
Administrator
Advisor
Liaison
Enthusiastic
Skilled Presenter
Listener
Technological
Motivator
Trainer
Communicator
Observer
Planner
Team Builder
Building your skills will help you personally and professionally

10. Section I: Skills of a Successful Guiding Lion
The most important skill of a Guiding Lion…
Commitment!!!

11. Self Assessment of Guiding Lion Skills
Exercise 1 – Page 8
Self Assessment of Guiding Lion Skills
Summarize the skills that you believe are important
to the success of a Guiding Lion. 1
Which characteristics do you feel you already possess and which ones do you feel you would like to develop further? 2
How can you improve these skills?

12. Getting Off to a Good Start
Section II
Getting Off to a Good Start
Become an Information Expert!

13. Section II: Getting Off to a Good Start
Become an Information Expert!
Even
Seasoned
and Knowledgeable Lions
find it challenging
to stay current
with the latest policies, support materials and initiatives.

14. Section II: Getting Off to a Good Start
The Leadership Resource Center offers
information for new and established club officers.
Chris Bunch – LION Managing Editor
Sanjeev Ahuja – Chief of Marketing & Membership
Dan Hervey – Brand & Creative Director
Stephanie Morales – Meetings Manager
For training courses, visit the
Lions Learning Center

15. Section II: Getting Off to a Good Start
Gain a working knowledge of the Lions Learning Center 1
For Login, have your Member ID and chosen password ready (It may be the same as for MyLCI). 2
Disable pop-up blockers. 3
Review tutorial of how to set up an account. 4
Review frequently asked questions.

16. Section II: Getting Off to a Good Start
Lions Learning Center
Look in the Course Catalog to find Club Officer Training
Club Officer Training
Club President Responsibilities
Club Secretaries Responsibilities
Club Treasurer Responsibilities

17. Identify Key Concepts of Club Officer Training
EXERCISE 2 - Page 10
Identify Key Concepts of Club Officer Training
After reviewing the courses, determine at least three items or concepts that you believe would be the most valuable to the new club officers. 1
What is the most important information to share with the club president? 2
What is the most important information to share with the club secretary? 3
What is the most important information to share with the club treasurer?

18. Identify Key Concepts of Club Officer Training
EXERCISE 2 - Page 10
Identify Key Concepts of Club Officer Training
In addition to the Club Officer Training,
note other online courses that might be helpful.

19. Identify Key Concepts of Club Officer Training
EXERCISE 3 - Page 11
Identify Key Concepts of Club Officer Training

20. Section II: Getting Off to a Good Start
Resources for effective club operations
Be the resource that knows the resources.

21. Club Officers Leading the
Model Club Structure
All Club Officers
Program Coordinator Lion Tamer (optional)
Branch President Tail Twister (optional)
Safety Officer (optional)
Other elected directors and/or chairpersons
Board of Directors
Club Officers Leading the
Global Action Team
Club Officers
President
(Global Action Team
Chairperson)
First
Vice
President
(Leadership
Chairperson)
Membership
Chairperson
Service
Chairperson
Immediate
Past
President
(LCIF
Coordinator)
Second
Vice
President
Secretary
Treasurer
Marketing
Communications
Chairperson
Here is the new Model Club Structure.
First, notice that added to the Club board of directors is a position for the Club LCIF Coordinator.
The Club Board of Directors has seven main positions now in addition to the second vice president and Immediate Past Club President (who may also fill the LCIF Coordinator position on the board), the main seven are:
Club President
First Vice President
Secretary
Treasurer
Membership Chairperson
Newly added Marketing Communications Chairperson
And Service Chairperson
Notice that Standing Committees are also structured to support the main functions of a successful club.
With the new club officers defined in the revised Standard Club Constitution and By-Laws, roles and responsibilities have been also been defined for several of the club officers.
This structure is part of a larger perspective for moving into the next century of providing needed humanitarian service in our communities.
So what is this new strategy and structure ?
Standing Committees
Finance
Committee
Constitution
& By-Laws
Marketing
Communications
Membership
Leadership
Service
Information
Technology
Committee
DA-MCS.EN

22. Standard Club Constitution and By-Laws
Revised Standard Club Constitution and By-Laws
Defines officers, directors and committee chairpersons positions.
Committees’ roles.
Defines model club structure.
To enhance the operation of clubs, and provide a focused structure for club leaders, major changes have been made to the Standard Club Constitution and By-Laws.
New officers, director and committee chairperson positions
Committees repurposed – Committees are now based on the seven main club officers and support the main functions of a successful club:
Providing meaningful community Service
Growing Membership and providing positive relationships
Developing top leaders
Defines new model club structure – Let’s take a look at the newly added club officer positions and the new model club structure

23. E-Books are available on the LCI website under “Club Officers”
Club Officer e-Books
E-Books are available on the LCI website under “Club Officers”
Club President/Vice President
Secretary
Treasurer
Membership Chairperson
Service Chairperson

24. Improving Club Quality Programs
The Big Picture
The Annual Plan
Great Meetings!

25. LCI Forward initiatives are featured in the Club Excellence Award
The club excellence award criteria are focused on clubs achieving specific accomplishment tied to the four quadrants of LCI forward:
Service
Marketing Communications
Club Operations
Leadership Development
The specific focus of each of the three zone meetings keep clubs moving towards achieving the club excellence award.
Encourage all clubs to strive for this award every year!

26. New Members and Charter Night

27. Determine the Value of the Club Resource Center
EXERCISE 4 - Page 13
Determine the Value of the Club Resource Center
What were the top three items
that you feel are useful
to promote excellence in club management?

28. MyLCI
MyLCI is the place for club officers to manage their clubs efficiently:
Manage club roster changes; additions, drops, transfers
Easily update member contact information
Create mailing lists for communicating and invoicing dues
Print club rosters
View and
pay club statements
Report
service activities

29. Test MyLCI 1 Log onto MyLCI and find the test area. 2
EXERCISE 5 - Page 13
Test MyLCI 1
Log onto MyLCI and find the test area. 2
Practice entering in new members and print a roster to include in this exercise. 3
Next, go to the Activity Report area and create an activity report. 4
Be sure to attach a sample roster to your workbook.

30. Develop a Club Officer Mentor Team
Section III
Develop a Club Officer Mentor Team

31. Section III: Develop a Club Officer Mentor Team

32. Section III: Develop a Club Officer Mentor Team
Two Certified Guiding Lions
Zone Chairperson
The Club
District Governor
Club Officer Mentors

33. Section III: Develop a Club Officer Mentor Team
Zone Chairperson
Includes the club officers
in the training and
events hosted
by the zone.
Two Certified Guiding Lions
Providing two key leaders allows them to share the work load. One Guiding Lion
should attend each meeting
and be available for questions.
Club
District Governor Team
Provides district-hosted
training at the earliest
opportunity available.
Club Officer Mentors
Matching the officers with
knowledgeable and experienced
club officers from another club
will provide very practical support.
Be aware of the latest tools and information.

34. Develop Your Club Officer Mentor Team
EXERCISE 6 - Page 15
Develop Your Club Officer Mentor Team
Identify individuals who are qualified to serve in the following roles:
District Support
Club Officer Mentors

35. Break Time

36. Design Club Officer Training
Section IV
Design Club Officer Training

37. Section IV: Design Club Officer Training Sessions
Training Session One: Getting Started!
Training Session Two: Club Operation
Training Session Three: Hosting Productive and Meaningful Club Events
Training Session Four: The Importance of Recruitment and Retention
Training Session Five: Planning for the Future and Achieving Excellence 1 2 3
Each training session should last approximately 60 minutes.

38. Training Session One: Getting Started1
Introduction to Lions Clubs International 2
Club Responsibilities 3
Charter Night Ceremony 4
Initial meeting with Club Officer Mentor Team

39. Resource: Orientation Guide
Introduction to Lions Clubs International
Resource: Orientation Guide
Who Lions Are
History of Your Club
Organizational Structure –
District and Multiple District
History of Lions Clubs International
LCI Structure and Organization

40. Resource: Standard Form Constitution & By-Laws
Understanding Club Responsibilities
Resource: Standard Form Constitution & By-Laws
Contains the primary governing guidelines for the club and other helpful information such as:
Mission statement, slogan, motto, purpose as well as objects and ethics
Type of Memberships
Fees and Dues
Managing Funds
Meetings and Quorums
Elections

41. Resource: Charter Night Planning Guide
Plan the event with the Charter Night checklist
Introduction Etiquette
Travel Arrangements
The sponsoring club and district should offer assistance to help the new club organize the event.

42. Club Officer Mentor Team
Introduce the Club Officers to their Club Officer Mentors. 1 2
Each officer should be assigned a Mentor who is currently fulfilling the same officer role. 3
The Mentor should be experienced, available and able to communicate/train the new officer effectively. 4
Provide each pair a copy of their respective checklist to review
(See Pages 28 – 31).
Provide each pair a copy of their respective checklist to review (See Pages 28 – 31)

43. Key Objectives of Training Session One
EXERCISE 7 - Page 19
Key Objectives of Training Session One
Training Session One is an overview of Lions Clubs International 1
Why is that important? 2
What do you consider the three most important objectives of the first training session?

44. Training Session Two: Club Operations1
Review the key club leadership positions and strategies to find meaningful service projects. 2
Stress the concepts of planning, teamwork and communication to the new officers.

45. Club Officer Responsibilities
Resource: Club Officer e-Books
Highlights the important role of each club officer.
Note any local adaptations when appropriate.
Webpages designed for each specific officer.
Each Mentor should cover the details specific to their position on an on-going basis.

46. Best Practices for Financial Transparency
Resource: Best Practice for Financial Transparency Guide
Financial Reporting
Guidelines for Reimbursement
Bank Account Management
Year-end audits and reviews

47. Planning Service Activities
Resource: Making It Happen
When clubs conduct service projects that are worthwhile and meaningful, the community will respond with its support, and the members will value their involvement. “Making It Happen” guides the club members through 5 key steps.
Step 1: Make a List of Possible Programs
Step 2: Appoint Task Forces
Step 3: Conduct Research
Step 4: Write a Plan
Step 5: Implement the Plan
Always remember that club projects are a club decision.

48. Key Objectives of Training Session Two
EXERCISE 8 - Page 21
Key Objectives of Training Session Two
Training Session One is focused
on the roles and responsibilities of the club
What do you consider the three most
important objectives of the second training session?

49. Training Session Three: Hosting Productive and Meaningful Club Events
The following resources are great tools concerning effective and positive meetings. They can be used to help the club build a strong foundation and continue to involve and attract members.
Your Club Your Way!
Customize the club meeting to suit the members’ needs
Tips for program ideas
How to keep members interested
How to manage the meeting successfully
Meeting Management
In the Lions Learning Center, online resource outlines the steps to effective meetings while following Lion David on several phases of club visits.

50. Training Session Three: Hosting Productive and Meaningful Club Events
To encourage attendance, be sure to check the following:
The meeting date, time and location meets the needs of your members and potential members needs. 1
Send invitations announcing activities that will be taking place to your members and potential members. 2
Personal calls to invite current and potential members needing additional encouragement helps them know their support and involvement in the club and community is appreciated and needed. 3
By inviting an interesting and relevant speaker to each general meeting gives members a reason to attend meetings. 4
By inviting an interesting and relevant speaker to each general meeting gives members a reason to attend meetings. 5

51. Training Session Three: Hosting Productive and Meaningful Club Events
Resource: Your Club, Your Way!
Customizing Your Meeting
Reinventing Your General Meeting
Phasing in Change
Key to Meeting Success
Ideas to Increase Involvement
Club Meeting Program Ideas
Promoting Your Meetings and Events to the Public

52. Productive and Meaning Meetings
EXERCISE 9 - Page 23
Productive and Meaning Meetings
Training Session Three is focused
on Productive and Meaningful Meetings
What elements are key to a positive and productive meeting? 1 2
What can be done to increase attendance?

53. Training Session Four: The Importance of Recruitment and Retention
This section underscores the importance
of continued club growth and provides an opportunity
to check the progress
made by the Club Officer Mentor Team.

54. The Importance of Recruitment and Retention
Resource: Club Membership Chairperson e-Book
Review the Club Membership Chairperson e-Book and discuss the following topics.
Recruiting New Members
Sponsor’s Responsibilities
Induction Ceremony
New Member Orientation
Membership Awards
Involvement

55. Creating a Membership Plan
EXERCISE 10 - Page 25
Creating a Membership Plan
Describe successful ideas for recruiting new members
that could be shared with new club officers.

56. Training Session Five: Planning for the Future and Achieving Excellence
Review the need for ongoing planning and development.
This should take place after the club has operated
for a few months and before new club officers
take office for the next fiscal year.
Encourage planning and continued club development.

57. Planning for the Future and Achieving Excellence
Resource: Blueprint for a Stronger Club
Takes approximately 60 minutes
Assess the club’s current status
Establish goals
Develop the Blueprint for a Stronger Club

58. Planning for the Future and Achieving Excellence
Resource: Club Quality Initiative
This process takes approximately four hours
or can be conducted over a series of meetings.
Step 1: Understanding the Process of Change and LCI Forward
Step 2: Determine the need for change
Step 3: Set Goals
Step 4: Develop Plans
Step 5: Implement and sustain change

59. Planning for the Future and Achieving Excellence
Resource: Club Excellence Award
Based on outstanding achievements in:
Membership
Service
Organizational Excellence
Marketing and Communication

60. Section V
Assessing Club Needs

61. Section V: Assessing Club Needs
Using the Club Assessment (pages 32-35) determine the club’s needs and areas for development.
Understanding Club Responsibilities
Club Management
Service Activities
Communications
Meetings
Membership Growth
District Support
Further Leadership Development

62. Guiding Lion Resources
Section VI
Guiding Lion Resources

63. Assess your clubs’ health every month!
Net membership
Service Reporting
One of the most valuable tools to assist the zone chairperson is the club health assessment report.
Generated monthly and ed to the district governor
Ask your district governor to share this report with you each month.
It contains valuable information on:
Club status
Active status or in status quo
Membership numbers
Year-to-date net Membership growth
Reporting figures on
Monthly Membership Reporting history
Club president rotation – key to watch. (discuss shrinking leadership pool)
Service Activities Reporting
Officer Rotation
Reporting History
Club Status

64. Section VI: Guiding Lion Resources
Club Health Assessment
Provides the membership gain/loss, reporting history, payment of dues and balances and donations made to LCIF.
Guiding Lion Support 1
LCI is available for assistance by phone (630) or 2 3

65. Section VI: Guiding Lion Resources
Club Officer Training Checklist
Ensure the information has been shared and effectively communicated to the new club officers. This checklist reviews each sessions of the CGL Training (page 27).
Mentor Checklist
Designed for each club officer Mentor to review within 30 days the roles and responsibilities as well as resources available. Mentor checklists are available for the Club President, Club Secretary, Club Treasurer and Club Membership Chairperson (pages 28-31). 1 2
Club Assessment
Determine the club’s needs and areas for development. It may also be used as a checklist for new officers to confirm the understanding and find areas that might need further support (pages 32-35). 3
Transition to Independence
A checklist to gauge the club’s progress as the club becomes more self reliant (pages 36-37).

66. Section VI: Guiding Lion Resources
Test for Certified Guiding Lion
To be completed upon the conclusion of the Lion taking the course
(page 38).
Certified Guiding Lion Completion Verification Form
Complete this form and the test, meet with your district governor, District GLT Coordinator or MD GLT Coordinator to review your answers and discuss areas of further development. (page 39).
Quarterly Report
Submitted each January, April, July and October for two years to LCI and your district governor (page 41).
Final Report
Submitted at the end of your two year term to LCI and receive the Presidential Certified Guiding Lion Award (page 43).

67. Review

68. Certification Process1
Complete course materials
Complete test and verification form (signed by DG, D/MD GLT) 2
Send Verification Form
to District & Club Administration 3
Certificates are presented to you by your district governor.

69. Presidential Certified Guiding Lion Award
Any Questions? Thank You!