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Secretary Training District Assembly June 4, 2011 Mike Raulin

Secretary Training

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Secretary Training. District Assembly June 4, 2011 Mike Raulin. ClubRunner Basics. District Uses ClubRunner To communicate with club To facilitate communication with district officers To collect information from clubs - PowerPoint PPT Presentation

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Page 1: Secretary Training

Secretary Training

District AssemblyJune 4, 2011Mike Raulin

Page 2: Secretary Training

ClubRunner Basics

• District Uses ClubRunner – To communicate with club – To facilitate communication with district officers– To collect information from clubs

• You need not use ClubRunner in your club to use ClubRunner at the district level

• If your club uses ClubRunner, it will reduce your workload

Page 3: Secretary Training

www.RotaryDistrict6650.org

Page 4: Secretary Training

Logging into District Website

• If your club uses ClubRunner– Your club login name and password works on the

district site• If your club does not use ClubRunner– You will need to get a login name and password• Click on New User? Click Here (upper left corner)

Page 5: Secretary Training

Get District Site Password

Page 6: Secretary Training

Logging In (click one of these)

Page 7: Secretary Training

Enter Login Name and Password

Page 8: Secretary Training

Takes you to Administration Page

Page 9: Secretary Training

Edit Your Profile

Page 10: Secretary Training

Click Edit (note the tabs)

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Items in Red are RequiredFocus on Contact Info (email & phone)

Page 12: Secretary Training

Change your Password

Page 13: Secretary Training

Note Password Requirements

Page 14: Secretary Training

Generate Directories

Page 15: Secretary Training

Several Options (including your club)

Page 16: Secretary Training

Club Directory

Page 17: Secretary Training

To have a Directory, Need the Data

• Best way is to get members to log in an update their profile– Perhaps by having a computer with an Internet

connection at your meetings• Can also Enter it Yourself

Page 18: Secretary Training

For Club ExecutiveActive Members List

Page 19: Secretary Training

Entering Profile Data

Page 20: Secretary Training

District Directory

Page 21: Secretary Training

Several Choices

Page 22: Secretary Training

Club Information

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Update Club Information

Page 24: Secretary Training

Define Club Executives

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Edit Executives at Any Time

Page 26: Secretary Training

Next Year’s Executives

Page 27: Secretary Training

Define Next Year’s Executivesas soon as they are elected

Page 28: Secretary Training

Submitting Attendance Reports(automatic if your club used ClubRunner)

Page 29: Secretary Training

Club Attendance Report

Page 30: Secretary Training

Designate Attendance Person

Page 31: Secretary Training

Person Authorized to Report Attendance

Page 32: Secretary Training

RI Reporting

Page 33: Secretary Training

Manual Reporting

Page 34: Secretary Training

Sending Manually

Page 35: Secretary Training

Automatic Updating

Page 36: Secretary Training

Getting District Help

Page 37: Secretary Training

Organizational Chart

Page 38: Secretary Training

Checking Subdistricts

Page 39: Secretary Training

Emailing a District Leader(click their name)

Page 40: Secretary Training

Finding and Club Member

Page 41: Secretary Training

Finding a Listing

Page 42: Secretary Training

Finding Club Information

Page 43: Secretary Training

Lots of Club Info at your Fingertips

Page 44: Secretary Training

Commercial: CanfieldRotary.org

Page 45: Secretary Training

ClubRunner for Your Club

• Advantages– Simplifies Club Communication– Attractive and credible website and bulletin– Centralizes Data, but distributes access– Provides both pubic data and private data

(available only to members who are logged in)– Automatically synchronizes with RI and District

• Disadvantage– Cost (Between $19.95 and $99.95 per month)

Page 46: Secretary Training

ClubRunner Price Structure

Page 47: Secretary Training

What Can you Do with ClubRunner

• Website (with no HTML experience)• Newsletter• Club Database, Attendance, Dues, etc.• List of Speakers (automatically listed on

website and in the newsletter)• Reminders of Commitments in each

Newsletter• Picture Galleries (public)

Page 48: Secretary Training

What Else?

• Download files (public)• Members can update their own information– Or print their own directories– Or download information for importing into their

smart phone or computer• Archives (members only)• Online signup (volunteers and people

attending an event)

Page 49: Secretary Training

Even More?

• Links to RI and district and anyone else you want to add

• Email links to officers (while protecting email address)

• Photo Directory• Mailing Labels and Badges for Events• Duty Rosters, Committee Management• New member orientation tracking

Page 50: Secretary Training

Brief Tour of Key Features

• Website• Newsletter• Database• Directories, Labels, Badges• Archives• Photo Galleries• Email Message Center

Page 51: Secretary Training

Discussion

• Secretarial duties– Draw on expertise of current secretaries

• Distributing the workload– What is included in your job description?– What parts can be distributed?

• Using district resources• Using RI resources

Page 52: Secretary Training

Mike RaulinCanfield Rotary

[email protected] (cell)