1. President/President-Elect Training 2019-2020

2. Requirements for Clubs
Officers
President
President Elect
Secretary
Treasurer
(Secretary/Treasurer may be combined)
Executive Board Meetings
Meet as needed
Club Meetings
At least 6 meetings per year
REQUIREMEMENTS HAVE BEEN REVISED TO ALLOW FOR MORE FLEXIBILITY FOR SMALLER CLUBS AND FOR CHARTERING NEW CLUBS. CLUBS CAN NOW CHARTER WITH 5 MEMBERS THEREFORE IF YOUR CLUB IS A SMALL CLUB WITH 5 MEMBERS THE SECRETARY AND TREASURER MAY BE COMBINED.

3. Becoming a Leader
True leadership is born out of a guiding vision and a PASSION to accomplish a noble task, and to inspire others to develop and release their potential. It derives its fulfillment from the success of others.
Leaders are ordinary people who accept or are placed under extraordinary circumstances that bring forth their latent potential, producing a character that inspires the confidence and trust of others.
~ Myles Munroe
Becoming a Leader, Everyone Can Do It

4. What You Need to Lead Set Goals for your year
Prepare Agendas for Board and Club Meetings
Preside at Executive Board & Club Meetings
Oversee the club officers, appointees and club members
”A LEADER’S JOB IS TO LOOK INTO THE FUTURE AND SEE THE ORGANIZATION NOT AS IT IS, BUT AS IT SHOULD BE.” ~ JACK WELCH

5. Set Goals Goals Objectives Strategies
PETER DRUCKER SAID, “UNLESS COMMITMENT IS MADE, THERE ARE ONLY PROMISES AND HOPE; BUT NO PLANS” AS YOU SET THE GOALS FOR YOUR CLUBS UPCOMING YEAR, SET REALISTIC GOALS. GOALS THAT WILL HAVE OBJECTIVES AND A STRATEGY TO REACH THE ESTABLISHED GOALS.

6. Plans of Work – 6 Divisions
Projects
Fundraising
Membership
Leadership
Anchor
Compass
HERE ARE THE 6 DIVISION OF WORK AREAS. NOT ALL CLUBS WILL HAVE WORK PLANS FOR EACH OF THESE AREAS. SOME OF OUR NON-TRADITIONAL CLUBS ARE NOT DEVELOPING PLANS OF WORK. IF YOUR CLUB IS ONE OF THESE CLUBS WE WOULD STILL RECOMMEND AN OUTLINE OF THE YEAR AHEAD AND WHAT THE CLUB WOULD LIKE TO ACCOMPLISH.

7. Meetings
CLUB MANUALS ARE A GUIDE…WHY ARE YOU MEETING? WHAT DO YOUR MEMBERS NEED TO GET OUT OF THIS MEETING? WHAT DO YOU WANT TO ACCOMPLISH?
DO YOU NEED TO COVER JUST THE ESSENTIALS? ADD SOME EXTRA OR TRADITIONAL ELEMENTS? HOW MUCH FLUFF DO YOU WANT, IF ANY? FIND OUT WHAT YOUR MEMBERS WANT.

8. Preparation Prepare agendas for board and club meetings
Use minutes to remind you of pending matters
Notify members who will be called upon to give reports so they can be prepared
Begin on time and follow the agenda

9. Expectations
Know the PI Bylaws, Club and District Standing Rules, and Parliamentary Procedure
Know deadlines – District, PI, and Tax.
Remind Secretary and Treasurer of their deadlines
Keep a calendar to help with deadlines
PI Calendar
“I move…” Not I make a motion. Has to be seconded, chair restates Motion, then discussion (Not before Motion is made.) Then vote. 5 Page Parliamentary Procedure Handout on PI website under Member Resources, along with PI Bylaws and Policies and Procedures.

11. Hold the Secretary Accountable
Secretary takes minutes at Executive Board and Club meetings.
Secretary submits notification of change in membership to the District and PI Headquarters via MemberClicks.
Secretary shares copies of minutes .
Secretary works closely with Treasurer in regard to membership and dues.
ALL OFFICERS IN YOUR CLUB SHOULD BE ACCOUNTALBE TO YOU AND YOUR CLUB. SECRETARIES SHOULD NOTIFY PILOT INTERNATIONAL VIA PORTALBUZZ OF ANY AND ALL MEMBERSHIP CHANGES WITHIN THE CLUB.

12. Hold the Treasurer Accountable
Sign Vouchers (make sure to have all appropriate paperwork)
Countersign Checks (President also signs all checks)
Prompt Payment of Bills
Send new member dues to District & Pilot International
Coordinate membership with Secretary
Timely Payment of Dues
Complete tax forms and payments
Submit incorporation fees annually
Pay Fees
$250 Goal, Pacesetter contributions due by Feb. 1 for recognition at District Convention
Ambassador Contributions due September 30 for publication in Pilot Log
Payments to Pilot International
THE TREASURER HAS A EXTREMELY IMPORTANT JOB IN YOUR CLUB. THE TREASURER WILL MAKE PAYMENTS PROMPTLY AND YOU AS THE PRESIDENT WILL COUNTERSIGN ALL CHECKS. YOUR TREASURER WILL ASSURE THAT DUES ARE PAID PROMPTLY TO PI HEADQUARTERS FOR NEW MEMBERS. THE TREASURER WILL MAKE SURE THAT ALL BOOKS ARE TURNED OVER TO AN AUDIT COMMITTEE ANNUALLY.

13. Collaboration and Mentoring
President Elect should work closely with the President.
President Elect should support the President
YOU SHOULD ALWAYS WORK HAND AND HAND WITH PRESIDENT / PRESIDENT-ELECT. TWO HEADS ARE BETTER THAN ONE….COLLABORATE….BRAINSTORM TOGETHER…..USE THIS COLLABORATION AS A TOOL TO TRANSFER LEADERSHIP FROM PRESIDENT TO PRESIDENT-ELECT. President is responsible for training President-Elect for the coming year. (Their success is YOUR success)
President-Elect presides if President cannot. P-E needs to ask questions – this is your time to prepare and learn. Also your responsibility to make appointments in a timely manner.

14. Communicate! Phone Calls Email Text Newsletter
Find out what form of communication best suits your members – and use it!

15. Communicate!

16. Forms of Communication
Communicate with club members and district leaders
Group s
Club Newsletter
Text
Phone
Keep members informed
Governor’s Bulletin
PI Mailings
Headquarters News
Network with other Pilot Clubs and District Leaders
Share Club Newsletters
Visit Clubs
Make sure you keep in touch with club members – remember not everyone texts or has a computer. May occasionally have to call or send things via snail mail. Support other clubs’ projects and fundraisers, if you your newsletter, send it to other clubs in the District.

17. What’s the Buzz? Pilot International Club Mailings
Communications Regarding:
Pilot International Conventions
Member News
Cares & Concerns (Prayer Board)
Governor’s Bulletin
District Events
Fall Council
District Convention
News from Neighboring Clubs

18. Official Visits -- What Are They?
District Officer attends Executive Board and Club Meetings.
Chance for club members to meet a District Officer and learn more about District/PI.
Training – District Officer presents a short training session, President chooses which of 5 topics.
Opportunity to alert District/PI of any issues or problems club is experiencing and get help.
Opportunity for club to share successes with District/PI.

19. Who Does the Visitor Meet With?
Club President
President-Elect
Executive Board
Club Membership
Guests (to promote membership)
Civic Leaders
Local Press

20. Official Visits – What Visitor Needs
Club budget, member roster and any other materials that will help to know the Club.
Club’s agenda for visit date. Make sure Visitor is on the agenda.
Background information about the Club:
Club Charter Date
Club Plans of Work
50/25 year members
Club Projects
Club Fundraisers
Club accomplishments for recognition
Club website
Club Facebook Page
Awards
25 and 50 year members are entitled to a special pin, certificate and a letter signed by the PI president. Club president must notify PI Headquarters, and this has to happen in the member’s anniversary year. Official visit is a good time for presentation.

22. Lead by example Be a Team Leader Be a Good Role Model
Represent your club at civic and community events
Be known in your community as a Pilot Ambassador!
“WISDOM IS KNOWING THE RIGHT PATH TO TAKE. INTEGRITY IS TAKING IT.” BE AN INSPIRATION FOR OTHERS TO FOLLOW…BE A LEADER BUT ALSO A TEAM PLAYER…NO ONE DOES A JOB ALONE…YOU ARE AN AMBASSADOR FOR PILOT IN YOUR COMMUNITY!!

23. Attend Fall Workshop, District, and Pilot International Conventions
Report to membership at next business meeting
Encourage members to attend
Make certain to answer members’ questions and concerns
It is okay to say, “I don’t know,” if it is followed with, “But I’ll find out.”
Make sure you find out the answer and get back to the member who asked.

24. Resources Club Manual Pilot International Website Past Club Presidents
DAC (District Officers)
ECR (Executive Committee Representative)
Pilot International Headquarters (Club Services)

25. Be an Ambassador for Pilot
Know Pilot
Talk Pilot
Speak to Groups
Promote Pilot
Be an Ambassador for Pilot
TO BE AN AMBASSADOR FOR PILOT YOU WILL NEED TO KNOW THE PILOT STORY, GIVE EXAMPLES OF WHAT SOME PILOT CLUBS ARE DOING THROUGHOUT THE WORLD. BE WILLING TO GO AND SPEAK ABOUT PILOT WITH CIVIC GROUPS WITH LIKE INTERESTS. BE WILLING TO PROMOTE PILOT WHENEVER THE OPPORTUNITIES ARISE.

26. Pilot International
Your_________ District My name and phone number: ______________________ Please join us at our next meeting: ____________________________ We meet at: _____________________________

27. Value Your Members’ Time Remember, We Are All Volunteers!!!

28. WE are Pilot International
Member
Club
District
Pilot International

30. Questions???