“Soroptimists Are Shining Stars”
• Program
• Membership
• Public Awareness
• Fundraising
Live Your Dream Award
Dream It, Be It!
Projects for Women & Girls
Program Event
Recruit New Members
New Member Orientation
Assign Mentor
Stay Connected
Social Recruiting
Join “Live Your Dream.org”
Media Outreach
Social Media
Community Involvement
Review Existing Projects
Brainstorm New Projects
10% Club Giving to SIA
Create a Theme and Set the Tone
Gently Nudge Non-Participants
Convey Optimism
Praise & Encourage Members
Club Emails
Social Media Posts
Website
Newsletters
Conference Calls
What’s Their Motivation?
Tug the Heartstrings
Innovate & Challenge
Repeat, Repeat, Repeat
Celebrate
Ask Questions
Apologize
Restart
Make It Clear
 Specific – define precisely
Measurable - details
Attainable- high vs low
Relevant – Keep aligned
Time-Bound- deadline
Basic Job Description
Set Goals for the club year
Preside over club meetings
Write 4 Club Activity Reports
Attend 3 Presidents’ Roundtables
Club Activity Report
Presidents’ Roundtables
1. Program
1. Time to share
2. Membership
3. Public Awareness
4. Fundraising
Active and Projected
2. Time to receive
President Writes
Club Report
You receive
Region
Information for
Club
Director Shares
with Region
Board
You &
Director share
at Roundtable
Encourage New Members
Train New Leadership
Club Continuity
President’s Calendar
Print from SIA Website
Check It Often
Keep in Visual Sight
Club Calendar
Develop Before Year Starts
Provide to All Members
Update Often
Why?
Vital for Effective Leadership
Saves You Time
Develops Members’ Leadership Skills
How?
Right Person for the Job
Clear Description of Task
Provide Support
Establish Deadlines
Do Not Micromanage
Give Up Control
Plan Ahead
Adhere to Deadlines
Praise Your People
President facilitates forming
Review roster for hidden treasures
President serves as ex-officio member
Soroptimist Ideals Accomplished
Promote Soroptimist Programs
Recommendations from Membership
Tasks Clearly Defined
Understanding Region/Federation
Programs
Close Contact with Region Committees
Respect & Integrity
Support Decisions
Valuable Volunteers
Stepping Stone
Passionate
Prepared
 T - is it TRUE
 H - is it HELPFUL
 I - is it INSPIRING
 N - is it NECESSARY
 K - is it KIND
Reporting
Summary of deadlines & activities
Keep club members informed
Give reports at club meetings
Committees Summary
Heart of the Club
Accomplish Goals
Source of Excellence
Provide Vision
Move Club Forward
 Periodically Review,
Revise, Adjust
Club Calendar
Goals
Committees
What’s Working
What’s Not Working
Team Environment
Full Disclosure
Encourage Brainstorming
Set an Example
Share Resources
Be Flexible
Set Up Before Your Meeting
Display U.S. Flag
Display Club Banner
Determine if Quorum is Present- (if voting)
Start Meeting on Time
Follow Your Agenda
Speak Loud & Clear
Stay On Topic
End Meeting on Time
Call to Order
Pledge of Allegiance
Welcome
Inspiration or Grace
Introductions
Business Portion
Program Portion
Announcements
END of Meeting & Soroptimist Pledge
 Duties
 Stepping Up to Leadership:
Climbing the Ladder to
Leadership
 Leadership Tips
 PROGRAMS
 FUNDRAISING
 SERVICE PROJECTS
 DIFFERENT RESPONSIBILITIES depending on clubs
 REVIEW BYLAWS AND PROCEDURES, and IDENTIFY what




YOUR FOCUS should be.
PREPARE yourself for the UPCOMING PRESIDENCY.
LEARN everything you can.
TRY new things!
SHARE your ideas!
Have you heard this phrase before?
Increased Collective Impact
 Support Your President
 Check your club bylaws
 Prepare now for your time as President
 Support the Soroptimist strategic
direction
 Shaping the Soroptimist Future
 Change our focus
 Be enthusiastic.
 Be knowledgeable about Soroptimist.
 Be prepared.
 Welcome everyone to participate.
 Delegate responsibilities.
 Share the wealth.
 Let your star light shine.
 HAVE FUN!
Secretary
Responsibilities
Be Prepared
Taking the Minutes
Tips
Preparing & Distributing
Minutes
Secretary Responsibilities
 Take Minutes Club and Board Meetings
 Submit to the Club
 Prepare Board Recommendations
 Maintain Membership Attendance
 Send Notices
 Send Correspondence
“Bee” Prepared
 Minutes of the Previous Meeting
 Minutes of Special Business Meetings
 Club’s Bylaws and Procedures/Standing Rules
 Region and Federation Bylaws and Procedures
 List of Committees
 Club Roster
 Agenda
 Motion Forms
 Paper for Balloting
Taking Minutes
Cover these points (according to Robert’s Rules of
Order)
 Kind of Meeting
 Name of the Organization
 Date and Place of the Meeting
 Name of Presiding Officer and Board
Members Present
 Approval of Minutes as Read or Corrected
 Main Motions, Points of Order and Appeals
 Time Meeting Started & Adjourned
Tips
 Record the following:
 Facts only
 Treasurer’s Report
 Correspondence
 Reports of Standing Committees
 Other Business
Preparing & Presenting Minutes
 Translate Your Notes and/or Recordings Into
Minutes
 Distribute to Members
 Present Minutes for Approval
 File Approved Minutes
 Present Board Recommendations
Take Pride in Your Work!
Club Treasurer
 Responsibilities
 Tips
 Resources
Responsibilities
 Receive, record & deposit all funds
 Send notices of financial obligations to members
 Provide monthly financial reports to board
 Pay bills for authorized expenditures
 Prepare end of year statements & reports
 Prepare records for end of year review
 Prepare & file tax reports
 Report membership changes to Region & SIA
Treasurer Tips
 Use Your Treasurer’s Manual
 Use the Treasurer’s Calendar/Check List
 Work with Assistant Treasurer to share duties and
mentor them for Treasurer position
 Communicate with president, members, and Region
Treasurer
Treasurer Resources
 Tax Information
www.irs.gov
 California Office of the Attorney General
(raffles)
www.oag.ca.gov/charities
 California Secretary of State (Statement of
Information SI-100)
www.sos.ca.gov
 California Franchise Tax Board
www.ftb.ca.gov
“Soroptimists Are Shining Stars”