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Secretary Training District Assembly June 4, 2011 Mike Raulin.

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Secretary Training District Assembly June 4, 2011 Mike Raulin
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Page 1: Secretary Training District Assembly June 4, 2011 Mike Raulin.

Secretary Training

District AssemblyJune 4, 2011Mike Raulin

Page 2: 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

• 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 District Assembly June 4, 2011 Mike Raulin.

www.RotaryDistrict6650.org

Page 4: Secretary Training District Assembly June 4, 2011 Mike Raulin.

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 District Assembly June 4, 2011 Mike Raulin.

Get District Site Password

Page 6: Secretary Training District Assembly June 4, 2011 Mike Raulin.

Logging In (click one of these)

Page 7: Secretary Training District Assembly June 4, 2011 Mike Raulin.

Enter Login Name and Password

Page 8: Secretary Training District Assembly June 4, 2011 Mike Raulin.

Takes you to Administration Page

Page 9: Secretary Training District Assembly June 4, 2011 Mike Raulin.

Edit Your Profile

Page 10: Secretary Training District Assembly June 4, 2011 Mike Raulin.

Click Edit (note the tabs)

Page 11: Secretary Training District Assembly June 4, 2011 Mike Raulin.

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

Page 12: Secretary Training District Assembly June 4, 2011 Mike Raulin.

Change your Password

Page 13: Secretary Training District Assembly June 4, 2011 Mike Raulin.

Note Password Requirements

Page 14: Secretary Training District Assembly June 4, 2011 Mike Raulin.

Generate Directories

Page 15: Secretary Training District Assembly June 4, 2011 Mike Raulin.

Several Options (including your club)

Page 16: Secretary Training District Assembly June 4, 2011 Mike Raulin.

Club Directory

Page 17: Secretary Training District Assembly June 4, 2011 Mike Raulin.

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 District Assembly June 4, 2011 Mike Raulin.

For Club ExecutiveActive Members List

Page 19: Secretary Training District Assembly June 4, 2011 Mike Raulin.

Entering Profile Data

Page 20: Secretary Training District Assembly June 4, 2011 Mike Raulin.

District Directory

Page 21: Secretary Training District Assembly June 4, 2011 Mike Raulin.

Several Choices

Page 22: Secretary Training District Assembly June 4, 2011 Mike Raulin.

Club Information

Page 23: Secretary Training District Assembly June 4, 2011 Mike Raulin.

Update Club Information

Page 24: Secretary Training District Assembly June 4, 2011 Mike Raulin.

Define Club Executives

Page 25: Secretary Training District Assembly June 4, 2011 Mike Raulin.

Edit Executives at Any Time

Page 26: Secretary Training District Assembly June 4, 2011 Mike Raulin.

Next Year’s Executives

Page 27: Secretary Training District Assembly June 4, 2011 Mike Raulin.

Define Next Year’s Executivesas soon as they are elected

Page 28: Secretary Training District Assembly June 4, 2011 Mike Raulin.

Submitting Attendance Reports(automatic if your club used ClubRunner)

Page 29: Secretary Training District Assembly June 4, 2011 Mike Raulin.

Club Attendance Report

Page 30: Secretary Training District Assembly June 4, 2011 Mike Raulin.

Designate Attendance Person

Page 31: Secretary Training District Assembly June 4, 2011 Mike Raulin.

Person Authorized to Report Attendance

Page 32: Secretary Training District Assembly June 4, 2011 Mike Raulin.

RI Reporting

Page 33: Secretary Training District Assembly June 4, 2011 Mike Raulin.

Manual Reporting

Page 34: Secretary Training District Assembly June 4, 2011 Mike Raulin.

Sending Manually

Page 35: Secretary Training District Assembly June 4, 2011 Mike Raulin.

Automatic Updating

Page 36: Secretary Training District Assembly June 4, 2011 Mike Raulin.

Getting District Help

Page 37: Secretary Training District Assembly June 4, 2011 Mike Raulin.

Organizational Chart

Page 38: Secretary Training District Assembly June 4, 2011 Mike Raulin.

Checking Subdistricts

Page 39: Secretary Training District Assembly June 4, 2011 Mike Raulin.

Emailing a District Leader(click their name)

Page 40: Secretary Training District Assembly June 4, 2011 Mike Raulin.

Finding and Club Member

Page 41: Secretary Training District Assembly June 4, 2011 Mike Raulin.

Finding a Listing

Page 42: Secretary Training District Assembly June 4, 2011 Mike Raulin.

Finding Club Information

Page 43: Secretary Training District Assembly June 4, 2011 Mike Raulin.

Lots of Club Info at your Fingertips

Page 44: Secretary Training District Assembly June 4, 2011 Mike Raulin.

Commercial: CanfieldRotary.org

Page 45: Secretary Training District Assembly June 4, 2011 Mike Raulin.

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 District Assembly June 4, 2011 Mike Raulin.

ClubRunner Price Structure

Page 47: Secretary Training District Assembly June 4, 2011 Mike Raulin.

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 District Assembly June 4, 2011 Mike Raulin.

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 District Assembly June 4, 2011 Mike Raulin.

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 District Assembly June 4, 2011 Mike Raulin.

Brief Tour of Key Features

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

Page 51: Secretary Training District Assembly June 4, 2011 Mike Raulin.

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 District Assembly June 4, 2011 Mike Raulin.

Mike RaulinCanfield Rotary

[email protected] (cell)


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