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Get the free Club secretary workbook - Kiwanis International

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CLUB LEADERSHIP EDUCATION Secretary A workbook for Kiwanis club secretaries: updated 2015 UNIVERSITY TABLE OF CONTENTS NEW SECRETARY EDUCATION RETURNING SECRETARY EDUCATION Getting started..............................................................4
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How to fill out club secretary workbook?

01
Start by gathering all relevant information and documents related to the club. This may include meeting minutes, membership records, financial reports, and any other important records.
02
Review the sections and categories in the club secretary workbook to understand the information that needs to be filled in. This may include sections for meeting minutes, membership information, financial records, and correspondence.
03
Begin with the meeting minutes section. Fill in the date of the meeting, names of attendees, and a detailed summary of the discussion and decisions made during the meeting. Make sure to include any important action items or follow-up tasks.
04
Move on to the membership section. Fill in the names, contact information, and other relevant details of all club members. Update this section regularly to ensure it remains accurate and up to date.
05
If the workbook includes a financial records section, enter the club's income and expenses. Keep track of any dues collected, fundraising activities, and any payments made on behalf of the club. Make sure to record all transactions accurately and keep supporting documentation.
06
Lastly, if there is a section for correspondence, document any important communications that the club has sent or received. This may include emails, letters, or any other forms of communication that are relevant to the club's activities.
07
Regularly update and maintain the club secretary workbook to ensure that it reflects the most current information and records.

Who needs club secretary workbook?

01
Club secretaries: The primary users of the club secretary workbook are the club secretaries themselves. They use the workbook to keep track of important club records, minutes of meetings, membership information, financial records, and correspondence.
02
Club members: The club secretary workbook may also be valuable to other club members who want to stay informed about the activities and decisions of the club. They can refer to the workbook to access meeting minutes, review financial reports, and stay updated on any important correspondence.
03
Auditors and accountants: If the club is required to undergo financial audits or submit financial reports, auditors and accountants may also require access to the club secretary workbook. It provides them with a comprehensive overview of the club's financial transactions and records, allowing them to assess the financial health and compliance of the club.
04
Board of directors or governing body: The board of directors or governing body of the club may also need access to the club secretary workbook. They can review meeting minutes, financial reports, and other records to make informed decisions and ensure the club is operating effectively.
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The club secretary workbook is a document used to record important information and activities of a club or organization.
The club secretary or any designated individual responsible for maintaining club records is required to file the club secretary workbook.
The club secretary workbook is filled out by documenting meeting minutes, keeping a record of members, and updating any changes in club information.
The purpose of the club secretary workbook is to maintain accurate records of club activities, decisions, and members for reference and future planning.
Information such as meeting dates, attendees, decisions made, member updates, and any other important club-related details must be reported on the club secretary workbook.
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