Zone Chair / Region Chair Training

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Zone Chair / Region Chair Training

• 27-D1 DGE Rob Sherman
• 27-D1 RC Jodi Burmester

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District Goals

• Each year your District Governor (DG) identifies
  goals for his/her year
• Every Zone Chair (ZC) Region Chair (RC) is
  responsible for promoting those goals at each
  club visit /or event we attend

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Zone Chair Responsibilities

• Act as the primary liaison between the clubs
  the district
• Complete How Healthy is Your Club assessment with
  each club president prior to 10/1/06 submit
  copies of each clubs How Healthy is Your Club
  assessment forms to the VDG RC
• Attend at least 2 club meetings for each of your
  clubs throughout the year. The first to occur
  prior to January 1, 2007. During these visits
  make a brief presentation in support of district
  goals
• Assure monthly M reports are filed with LCI
  forwarded to the DG, VDG, RC ZC by the 5th of
  the month
• Attend District Cabinet Meetings 4x/yr
• Conduct a Zone Meeting or Regional Zone Meeting
  within 2 weeks of the first three cabinet meetings

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Zone Chair Responsibilities cont.

• Attend Zone/Region Chair Training
• Conduct induction ceremonies present awards
• Request to conduct annual orientation
  presentations to each club
• Play an active role in the district MERLOW team
• Find your replacement and consider bringing
  him/her on as a co-chair to provide hands-on
  training leadership continuity
• Assemble a file/notebook of pertinent information
  during your term of office give it to your
  successor to help provide a smooth transition
• Use your budgeted funds appropriately

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Region Chair Responsibilities

• Be aware of club strengths weaknesses
• Identify any weak clubs work with the ZC to
  strengthen them
• Motivate provide ongoing feedback to your ZCs
• Act as the DGs representative at zone club
  meetings
• Assist ZCs in implementing district programs at
  the club level
• Attend at least 1 club meeting/year for each club
  in your region. During these visits make a brief
  presentation in support of district goals.
• Be available to conduct officer installation
  member induction ceremonies
• Assist the ZCs in member orientation
  presentations
• Educate ZC about their responsibilities monitor
  their success

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Region Chair Responsibilities cont.

• Evaluate ZC performance at zone meetings
• Ensure that the ZC reports are completed
  submitted in a timely manner
• Complete submit all reports in a timely manner
• Actively pursue encourage club/ member
  involvement at the District level
• Promote officer leadership training
• Attend all cabinet meetings
• Attend as many zone meetings as possible in your
  region
• Assemble a file/notebook of pertinent information
  during your term of office give it to your
  successor to help provide a smooth transition.
• Use your budgeted funds appropriately.

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• Membership supports clubs in growing their
  member base
• Extension looks for opportunities to create new
  Lions clubs
• Retention supports clubs in keeping their
  members
• Leadership provides annual leadership officer
  training
• Orientation creates maintains a member
  orientation presentation
• Women in Lions promotes female membership
  growth in the district

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North American Healthy Club Initiative

• Created in January 2004
• Goal Help clubs increase membership decrease
  drops
• Identified 15 characteristics that alone or in
  combination could indicate a troubled club

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How Healthy is Your Club?

• Worksheet designed to help incoming club
  presidents assess their clubs strengths
  weaknesses
• ZC sits down with incoming club presidents to
  complete worksheet as early in the year as
  possible
• ZC uses info to tailor their assistance

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How Healthy is Your Club?
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Cabinet Meetings

• 4x / year
• Primary source of info for your zone meeting
• Opportunity to interact w/other ZC, RC, committee
  chairs the MERLOW team face-to-face

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Zone Meetings - ASAP

• Schedule your zone meetings for the year (date,
  times, location) as soon as you receive your
  cabinet meeting schedule
• Scheduled within 2 weeks of a cabinet meeting
• Coordinate dates w/ your RC so as not to overlap
  w/other zone meetings in your region
• Notify your RC, VDG, DG newsletter editor of
  this schedule
• At minimum invite/notify your club presidents,
  secretaries membership chair to the meetings
• Ensure that clubs are aware that these meetings
  are open to all members

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Zone Meetings 2 Weeks Prior

• Confirm location details with restaurant / host
  club.
• Send out a meeting invitation 2 weeks in advance
  to each club president, secretary and membership
  chair requesting an RSVP within a week.

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Zone Meetings 1 Week Prior

• Follow-up with any invitees not heard from via
  phone.
• Confirm any guest speakers that will be
  presenting at your meeting (district committee
  chairs, WLF directors, etc.)
• If possible, provide an agenda to all.

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Zone Meetings Day Of

• Make enough copies of the agenda for all
  attendees.
• Organize handouts.
• Go over your agenda/notes to make sure you have
  all the information you need.

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Creating a Zone Meeting Agenda - Resources

• Cabinet meeting agenda minutes (if available)
• Any handouts / reports from the cabinet meeting
• Your notes

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Basic Zone Meeting Agenda

• Pledge
• Introductions
• Cabinet Business (list items)
• Retention (3-4 min. scripted)
• Membership (3-4 min. scripted)
• Leadership (3-4 min. scripted)
• Guest Speakers (3 min. max /speaker)
• Club Happenings
• Announcements
• Next Meeting
• Adjourn
• Make Sure Every One Signs In

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Examples
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Zone Meeting Attendee Survey
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RC Report on a Zone Meeting
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Club Meetings

• ZCs - Attend first meeting before January 1 your
  2nd club visit should be as needed or by
  year-end. Club events are not an official visit.
  Make prepared district goals remarks to the club.
• ZCs/RCs must complete submit a Club Meeting
  Visit Report to the clubs ZC or RC as
  appropriate VDG after each club visit.
• Clubs that are weak or struggling may require
  more support than 2 meetings/year.
• Educate all club officers about the district
  committees available to support their local
  committees.
• Install new members and induct new officers. Be
  prepared to present awards upon request.
• You should also instill in the clubs an awareness
  of Lionism beyond the club including district,
  state and international.
• Ensure your clubs are aware that you are
  available to help them and participate.

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Club Meeting Visit Report
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President Secretary Awards
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Club Officers Committees
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Dues Overview

• Lions International
• General Operations 13.51
• District Governors Office Travel 8.82
• Special Club Programs 7.40
• Lions Magazine 4.75
• Liability Insurance 4.02
• Convention Fund .50
• 39.00
• MD 27 10.50
• District various
• Local Club Dues various

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Exit Interviews
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How Healthy Are Your Ratings Guide Survey
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Lions Org _at_ a Glance
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Roberts Rules Summary
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Sample Club Brochures
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Secretary / Treasurer Cheat Sheet
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New Member Officer Induction Ceremonies
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WMMR Quick Reference
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WMMR Quick Reference
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WMMR Quick Reference
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Membership Reports
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Membership Reports
Click on Register Reports
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Membership Reports
Select Year
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Membership Reports
Select Month
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Membership Reports
Click on District
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Membership Reports
Click on your District
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Membership Reports
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Discussion / Question Answer

• 27-D1 DGE Rob Sherman
• 608/695-4511
• robsherman_at_charter.net
• RC Jodi Burmester
• 608/271-4473
• jodi.burmester_at_gmail.com