Completion requirements
This lesson has a month-by-month officer plan starting from election to end of term. This will serve as a baseline for your monthly to dos. Other lessons will be more in-depth about these tasks.
2. July
All Officers
- Hold induction ceremony of new officers with new area director
- Complete club success plan
- Attend officer meeting
- Hand-off officer pins/badges (if your club has these)
- Hand-off or compose officer folders
President
- Arrange club success plan meeting(s)
- Have club meeting to assign members to committees
- Conduct Moments of Truth (start with officers)
- Conduct one-on-ones with officers
- Conduct officer meeting
- Meet with incoming treasurer, outgoing treasurer, and outgoing president to change bank signers/account owners
- Get online access if available
VP Education
- Get educational award promises (enter into Easy Speak)
- Get mentor/mentee signups (enter into Easy Speak)
- Pre-schedule meetings for three months (July, August, September)
- Set the Toastmaster for each at minimum
- Begin after-meeting mail outs (use Hello Toastmasters template) through Easy Speak
- Contact Toastmaster directly to make sure they know they're now responsible for the meeting
- Have one-on-one with President
- Conduct education committee meeting
VP Membership
- Conduct member survey
- Present a report at the last meeting of the month
- Have one-on-one with President
- Conduct membership committee meeting
- Begin collecting guest information and doing follow-up for new guests
- Store info into marketing site mailing lists
- Begin meeting reminder contacts with former members and guest lists - mail these 3-4 days ahead of time
- Prepare for Smedley Award campaign
- Conduct profile update campaign - either collect info and update it yourself for TI, Easy Speak, and Free Toast Host, or get members to do it
VP Public Relations
- Conduct online audit
- Update marketing site with next meeting information
- Submit article to media contacts for next month
- Have one-on-one with President
- Conduct public relations committee meeting
- Prepare for Smedley Award campaign
Secretary
- Complete hand-off of club documents from previous secretary
- Begin after action reports for meetings
- Have one-on-one with President
Treasurer
- Perform bank account transfer (preferably with President)
- Complete hand-off of treasurer documentation from previous treasurer
- Create budget for the year and present it at the last meeting of the month
- Have one-on-one with President
Sergeant at Arms
- Organize club materials
- Complete alternate meeting list and send to officer file store
- Alternatively, update the meeting locations in Easy Speak (may need access to do this; ask VPE to complete and provide list)
- Replenish supplies as needed
- Have one-on-one with President