2015-2016 club secretary training - lions clubs · the presentation provides a brief overview of...

18
Webinar Participant Workbook 2015-2016 Club Secretary Training

Upload: others

Post on 03-Jul-2020

2 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: 2015-2016 Club Secretary Training - Lions Clubs · The presentation provides a brief overview of position-specific responsibilities and the secretary’s ... selected slides (not

Webinar Participant Workbook

2015-2016 Club Secretary Training

Page 2: 2015-2016 Club Secretary Training - Lions Clubs · The presentation provides a brief overview of position-specific responsibilities and the secretary’s ... selected slides (not

2015 LCI Leadership Development

Webinar Pre-Assignment: Prior to the webinar, please take advantage of reviewing the Club Secretary Individual Training Module (click here) on the LCI Website. Webinar Background New and returning club secretaries will not want to miss this foundation of skills and knowledge for the year ahead! The presentation provides a brief overview of position-specific responsibilities and the secretary’s role as a member of the club leadership team. In addition, the webinar provides in-depth MyLCI tutorials on how to login, submit membership and service activity reports, gather member data, access MyLCI support and resources. Agenda

I. Club Secretary Leadership Role II. Secretary Roles and Responsibilities

III. Benefits of MyLCI IV. MyLCI Preview and Role-specific Functions V. MyLCI Support

How to use this workbook: • This workbook is meant as an interactive part of the webinar experience. In the pages that follow,

selected slides (not all) appear in the same chronological order as the presentation so that you can follow along between the workbook and the presentation and takes notes as you would like. Therefore you may want to print a copy so you can use the workbook in this manner.

• At points during the presentation, you may be asked to write your thoughts on the topic being discussed on a particular slide. We have provided you space in the workbook to do so, and the presenters will prompt you when it is time to participate in the exercise.

• The webinar stays within a 60 or 75 minute time frame, so the presentation may move forward before you have had time to complete your ideas; you can always return to the workbook after the webinar is over. The workbook is intended as a tool and a reference, not an “assignment.”

• In addition, we may have hyperlinked related documents and websites in this workbook. When a hyperlink exists, the words that contain the hyperlink to the related webpage will appear as blue and underlined. Click these blue and underlined words to be taken to the webpage.

• Enjoy the webinar!

2015-2016 Club Secretary Training

Page 3: 2015-2016 Club Secretary Training - Lions Clubs · The presentation provides a brief overview of position-specific responsibilities and the secretary’s ... selected slides (not

2015 LCI Leadership Development

I. YOUR LEADERSHIP ROLE IN THE CLUB

Club Leadership Team (slide 7)

Collaboration/Communication (slide 8)

Collaboration and Communication: (slide 9)

NOTES:

NOTES:

NOTES:

Page 4: 2015-2016 Club Secretary Training - Lions Clubs · The presentation provides a brief overview of position-specific responsibilities and the secretary’s ... selected slides (not

II. CLUB SECRETARY RESPONSIBILITIES Club Secretary Responsibilities (slide 10)

Club Secretary Timeline (slide 11)

Club Secretary Self-Study Module (slide 12)

NOTES:

NOTES:

NOTES:

Page 5: 2015-2016 Club Secretary Training - Lions Clubs · The presentation provides a brief overview of position-specific responsibilities and the secretary’s ... selected slides (not

III. BENEFITS OF MYLCI Why MyLCI? (slide 13)

Training Site Access: (slide 14)

NOTES:

NOTES:

Page 6: 2015-2016 Club Secretary Training - Lions Clubs · The presentation provides a brief overview of position-specific responsibilities and the secretary’s ... selected slides (not

IV. MYLCI PREVIEW AND ROLE-SPECIFIC FUNCTIONS MyLCI Preview (slide 15)

Accessing MyLCI (slide 16)

Logging in to MyLCI (slide 17)

NOTES:

NOTES:

NOTES:

Page 7: 2015-2016 Club Secretary Training - Lions Clubs · The presentation provides a brief overview of position-specific responsibilities and the secretary’s ... selected slides (not

Logging in to MyLCI, cont. (slide 18)

Logging in to MyLCI, cont. (slide 19)

Logging in to MyLCI, cont. (slide 20)

NOTES:

NOTES:

NOTES:

Page 8: 2015-2016 Club Secretary Training - Lions Clubs · The presentation provides a brief overview of position-specific responsibilities and the secretary’s ... selected slides (not

Questions (slide 21)

MyLCI Preview: Home Page/Support Panel (slide 22)

Home Page/Support Panel (slide 23)

NOTES:

NOTES:

NOTES:

Page 9: 2015-2016 Club Secretary Training - Lions Clubs · The presentation provides a brief overview of position-specific responsibilities and the secretary’s ... selected slides (not

Home Page/Support Panel, cont. (slide 24)

MyLCI Preview: Add, drop, transfer members, creating family unit (slide 25)

Access add, drop, transfer members (slide 26)

NOTES:

NOTES:

NOTES:

Page 10: 2015-2016 Club Secretary Training - Lions Clubs · The presentation provides a brief overview of position-specific responsibilities and the secretary’s ... selected slides (not

Add member (slide 27)

Add member, cont. (slide 28)

Add member, cont. (slide 29)

NOTES:

NOTES:

NOTES:

Page 11: 2015-2016 Club Secretary Training - Lions Clubs · The presentation provides a brief overview of position-specific responsibilities and the secretary’s ... selected slides (not

2015 LCI Leadership Development

Transfer member (slide 30)

Editing member info and dropping member (slide 31)

Creating a family unit (slide 32)

NOTES:

NOTES:

NOTES:

Page 12: 2015-2016 Club Secretary Training - Lions Clubs · The presentation provides a brief overview of position-specific responsibilities and the secretary’s ... selected slides (not

2015 LCI Leadership Development

MyLCI Preview: Accessing member reports (slide 33)

Accessing member reports, cont. (slide 34)

Accessing member reports, cont. (slide 35)

NOTES:

NOTES:

NOTES:

Page 13: 2015-2016 Club Secretary Training - Lions Clubs · The presentation provides a brief overview of position-specific responsibilities and the secretary’s ... selected slides (not

2015 LCI Leadership Development

Accessing member reports, cont. (slide 36)

Accessing member reports, cont. (slide 37)

Questions (slide 38)

NOTES:

NOTES:

NOTES:

Page 14: 2015-2016 Club Secretary Training - Lions Clubs · The presentation provides a brief overview of position-specific responsibilities and the secretary’s ... selected slides (not

2015 LCI Leadership Development

MyLCI Preview: Service activity reporting (slide 39)

Accessing service activity reporting (slide 40)

Service activity reporting, cont. (slide 41)

NOTES:

NOTES:

NOTES:

Page 15: 2015-2016 Club Secretary Training - Lions Clubs · The presentation provides a brief overview of position-specific responsibilities and the secretary’s ... selected slides (not

Service activity reporting, cont. (slide 42)

Service activity reporting, cont. (slide 43)

Centennial Service Challenge (slide 44)

NOTES:

NOTES:

NOTES:

Page 16: 2015-2016 Club Secretary Training - Lions Clubs · The presentation provides a brief overview of position-specific responsibilities and the secretary’s ... selected slides (not

MyLCI Preview: New club application (slide 45)

New club application (slide 46)

MyLCI Preview: Conclusion (slide 47)

NOTES:

Page 17: 2015-2016 Club Secretary Training - Lions Clubs · The presentation provides a brief overview of position-specific responsibilities and the secretary’s ... selected slides (not

2015 LCI Leadership Development

MyLCI Support: Support Center (slide 48)

MyLCI Support: MyLCI Department (slide 49)

Questions (slide 50)

NOTES:

NOTES:

NOTES:

Page 18: 2015-2016 Club Secretary Training - Lions Clubs · The presentation provides a brief overview of position-specific responsibilities and the secretary’s ... selected slides (not

2015 LCI Leadership Development

Conclusion (slide 51)

Upcoming Webinars! (slide 52)