usa meeting presentation sanfran 06 07

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Published on October 30, 2007

Author: FunSchool

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Slide1:  Constitutional Area I – USA National/Multi-National Areas 7, 9 and 10 7th Inning Stretch Meeting June 16, 2007 San Francisco, CA Slide2:  Dr. Tae-Sup Lee Past International President Chairperson, CSFII Welcome Slide3:  W.R. O’Riley Past International Director International Committee Member (CA I – West), CSFII “The 7th Inning Stretch” Slide4:  Ross L. Thorfinnson Jr. Past International Director Area I-7 National/Multi-National Coordinator, CSFII Team Introduction National/Multi-National Area I-7 Slide5:  Joseph “Joe” Preston Past International Director Area I-9 National/Multi-National Coordinator, CSFII Team Introduction National/Multi-National Area I-9 Slide6:  William A. “Bill” Rollins Past International Director Sector Coordinator, CSFII Team Introduction National/Multi-National Area I-10 Slide7:  Abbott & Costello “Who’s On First?” Slide8:  “What’s the Score?” W.R. O’Riley Past International Director International Committee Member (CA I – West), CSFII Funds Raised to Date - Worldwide:  Funds Raised to Date - Worldwide * As of 6/13/07 Statistical Update – USA - West:  Statistical Update – USA - West * As of 6/13/07 All-Star Team:  All-Star Team Top Districts by % of Goal N/MN Areas 7, 9 and 10 * As of 6/13/07 Slide12:  “The Game Plan” Bernadette L. Lane Planning and Supervisory Services, CSFII Senior Vice President and Managing Director, CCS Daniel Nisbet International Associate Executive Director, CSFII Assistant Vice President, CCS “The Game Plan”:  “The Game Plan” Know the Positions Evaluate your Team Train your Team Evaluate, Assign and Act The Equipment Bag Slide14:  Know the Positions “General Managers”:  “General Managers” National/Multi-National Coordinators Ensure campaign success within N/MN Area Lead sectors and districts Attend important CSFII meetings Participate in speaking engagements for CSFII Assist SCs through regular communication Encourage team participation in report days Engage area leadership (PIPs, IDs and PIDs) “Team Managers”:  “Team Managers” Sector Coordinators Ensure campaign success within sector Lead districts and groups Attend and assist in coordinating monthly team meetings Take responsibility for the highest-potential clubs Participate in speaking engagements for CSFII Assist DCs through regular communication Coordinate team participation in report days Engage area leadership (CCs, DGs and VDGs) “Team Captains”:  “Team Captains” District Coordinators Ensure campaign success within district Lead groups and clubs Conduct regular progress meetings with GCs and district leadership Ensure all clubs in district are asked to participate in CSFII Assist GCs through weekly communication Participate in report days Engage district governor in all CSFII matters Provide GCs with necessary materials and training “The Players”:  “The Players” Group Coordinators and other District Leadership Ensure campaign success within group Provide advice and assistance to all clubs within group Conduct multi-club group meetings, where appropriate Focus on high-potential clubs “The Players” cont. :  “The Players” cont. Group Coordinators and other District Leadership Ensure all clubs in group are asked to participate in CSFII Keep sights high Assist clubs through weekly communication Provide clubs with necessary materials and information Participate in report days All-Star Spotlight :  All-Star Spotlight District 5 NW SC – PID Bruce Schwartz DC – PCC Dale Ekstrom Goal: $147,747 Funds Raised: $124,805 84 % of goal DC follows campaign plan, approaching high-potential clubs first Promotes personal giving Seven Model Clubs Slide21:  Evaluate Your Team Slide22:  Five Steps to Success for District Coordinators Evaluate Your Team :  Evaluate Your Team Level 1 district (“Home Run”) Level 2 district (“On Base”) Level 3 district (“On Deck”) Level 1 District:  Level 1 District “Home Run” - Leading District All GCs are in place and well trained Majority of clubs are actively raising funds 75% or more of district’s goal has been achieved Level 2 District:  Level 2 District “On Base” - Active District Some GCs are in place and well trained Approximately half of clubs are actively raising funds Between 25% and 75% of the district’s goal has been achieved Level 3 District:  Level 3 District “On Deck” - Ready District Few, if any, GCs are in place or active Few clubs are actively raising funds Less than 25% of the district’s goal has been achieved Slide27:  Check the Standings Evaluate your own District All Districts - Action Steps :  All Districts - Action Steps Lead the campaign in your district Communicate weekly with all members of your team Meet monthly with your team members to track progress and share success stories Ensure group coordinators and clubs have all materials and information they need All Districts - Action Steps cont.:  All Districts - Action Steps cont. Remember the 40-40-20 rule and focus your efforts on high-potential areas Recruit assistance from other Lion leaders Ask your district governor for direct assistance Ensure funds are properly transferred to and recorded by LCIF Level 1 District – Specific Recommendations :  Level 1 District – Specific Recommendations “Home Run” - Leading District Provide strategies that have worked in your district to other DCs Motivate high-performing clubs to accept the Model Club challenge Level 2 District – Specific Recommendations :  “On Base” - Active District Provide training and motivation to GCs who are active Identify the highest-potential clubs and work with some of them yourself Request that your active team members take on additional clubs Promote the Model Club program – challenge your own club to be a Model Club Level 2 District – Specific Recommendations Level 3 District – Specific Recommendations :  “On Deck” - Ready District Reach out to team members who are not active and provide assistance Work personally with high-potential clubs Ask your district governor to partner with you on pursuing the top clubs Find creative ways to communicate with club leaders if phone calls are not returned, such as e-mail, fax or during other Lions’ events Level 3 District – Specific Recommendations Batting Tips :  Batting Tips Ask for help Use the leadership structure for advice and guidance Always focus on potential – fish where the fish are! Use the CSFII staff for assistance All-Star Spotlight :  All-Star Spotlight District 37 S SC – PID Mick Barrus DC – Lion Jeff Cotterell Goal: $233,441 Funds Raised: $185,735 80 % of goal Challenges high-potential clubs to become Model Clubs Promotes the “human impact” of each gift Slide35:  Train Your Team Train Your Team :  Train Your Team Your Team Group Coordinators District Leadership District Team Meeting Scheduled by July 15th Conducted by August 31 Conducting the First District Team Meeting :  Conducting the First District Team Meeting A Guide to Your CSFII District Team Meeting Purpose Evaluate fund-raising potential Focus your efforts Assign responsibilities Preparation Evaluate your district Select a date and time Send invitations/phone call to follow-up Conducting the First District Team Meeting :  Conducting the First District Team Meeting A Guide to Your CSFII District Team Meeting Materials Detailed Agenda Campaign update Evaluate your clubs Assign your clubs Create an action plan Slide39:  Evaluate Your Clubs Slide40:  Five Steps to Success for Group Coordinators Evaluating Clubs :  Evaluating Clubs Focuses coordinators’ efforts on high- potential clubs Follows the 40-40-20 rule Helps determine how the district goal will be achieved Evaluate Your Clubs :  Evaluate Your Clubs Level 1 Club Level 2 Club Level 3 Club 40-40-20 Rule Level 1 Club - Criteria:  Level 1 Club - Criteria Top 40% of Clubs Are eager to begin fund raising; or Have already begun fund raising but have significant potential remaining; or Have not yet begun fund raising, but have high potential Are larger and more active Are leaders and set an example for other clubs Show the strongest support for LCIF Level 1 Club - Criteria cont. :  Level 1 Club - Criteria cont. Top 40% of Clubs Have conducted successful fund-raising activities for other causes Have a significant number of affluent members Intend to invite members to make personal gifts Are already Model Clubs Are home clubs of CSFII leaders Your own club! Level 2 Club - Criteria :  Level 2 Club - Criteria Have already begun fund raising and have potential remaining; or Have not yet begun fund raising, but have some potential Demonstrate some interest in LCIF and its mission of sight preservation Are moderately active in their community and Lions/district events Regularly raise funds for other causes Next 40% of Clubs Level 3 Club - Criteria :  Level 3 Club - Criteria Have not begun fund raising or do not intend to support CSFII Are generally inactive or do not meet regularly Do not participate in region, zone or district events Do not actively raise funds for any cause Remaining 20% of Clubs Club Evaluation Form :  Club Evaluation Form Slide48:  Assign Your Clubs Assign Your Clubs :  Assign Your Clubs Assign “Level 1” clubs to your strongest team members Group Coordinators Assume responsibility for several clubs yourself Record your assignments on the Club Evaluation Form Slide50:  Take Action Take Action :  Take Action Visit clubs in order of their Level Level 1 Level 2 Level 3 Create a District Team Action Plan Deadlines for contacting clubs Fund-raising and club participation goals Set Model Club goals for district Set dates for monthly team meetings Tips for Working with Clubs :  Tips for Working with Clubs If you haven’t done so already, attend a club meeting and give a CSFII presentation Follow up after your presentation Help the club set a challenging goal – keep their sights high! (Refer to What Will It Take?) Encourage the club to include personal giving in their fund-raising plans (Refer to Quick and Easy CSFII) Assist the club with their fund-raising events and activities Tips for Working with Clubs :  Tips for Working with Clubs Involve other Lion leaders (DG, VDG and others) to provide additional motivation Partner a high-potential club that has not yet participated with a Model Club to share ideas Send the club a letter from the DG that asks for their support Find creative ways to communicate with club leaders such as e-mail, fax or during other Lions’ events Remember to “fish where the fish are!” Monthly District Team Meetings :  Monthly District Team Meetings Regular meetings to track progress Celebrate success Address challenges Re-assign clubs, when necessary Report meeting results monthly All-Star Spotlight :  All-Star Spotlight District 5M 6 SC – PDG Debra Wasserman DC – PDG William Huot Goal: $219,754 Funds Raised: $144,227 66 % of goal DC and GCs encourage personal pledges All coordinators’ clubs have made a campaign pledge 29 of 37 clubs have participated with an average club gift of $4,500 Slide56:  W.R. O’Riley Past International Director International Committee Member (CA I – West), CSFII Introduction “The Equipment Bag” Slide57:  The Equipment Bag Nathan Miles USA/Canada Field Staff, CSFII Program Director, CCS Daniel Nisbet International Associate Executive Director, CSFII Assistant Vice President, CCS Equipment for District Coordinators :  Equipment for District Coordinators Five Steps to Success for District Coordinators Evaluate your district Conduct district team meeting Ensure all clubs have the opportunity to participate Conduct regular monthly meetings with your team Report and share your district’s good news Equipment for District Coordinators :  Equipment for District Coordinators What Will It Take?/Quick and Easy CSFII Equipment for District Coordinators :  Equipment for District Coordinators District Evaluation Guide Equipment for District Coordinators :  Equipment for District Coordinators Club Evaluation Form Equipment for District Coordinators :  Equipment for District Coordinators Guide to Your CSFII District Team Meeting Equipment for Group Coordinators :  Equipment for Group Coordinators Five Steps to Success for Group Coordinators Evaluate your clubs Establish a CSFII contact in your clubs Help clubs decide what they can do Raise money and report results to your district coordinator Make sure your Lions and clubs know how to send funds to LCIF Equipment for Group Coordinators :  Equipment for Group Coordinators Club Evaluation Guide Equipment for Clubs :  Equipment for Clubs Five Steps to Success for Clubs Establish a CSFII contact in your club Decide what your club can do Raise money Share good news with your CSFII coordinator Send cash and pledges to LCIF Equipment for Clubs :  Equipment for Clubs What Will it Take?/Quick and Easy CSFII Equipment for Clubs :  Equipment for Clubs Simplified RC-1 Forms and Instructions Equipment for Clubs :  Equipment for Clubs The Year of Campaign SightFirst II and Your Club Video Reporting :  Reporting DR-1 Form – District Assessment and Team Meeting Date DR-2 Form – Results of first Team Meeting (District Action Plan and Club Evaluation Form) DR-3 Form – Monthly Reports Worldwide Report Days Reporting Schedule :  Reporting Schedule July 2007 – DR-1 Form (District Team Meeting Date) August 2007 – DR-2 Form and Club Evaluation Form (District Team Meeting results) September 2007 – Monthly Report October 2007 – Worldwide Report Day November 2007 – Monthly Report December 2007 – Holiday Break January 2008 – Monthly Report February 2008 – Worldwide Report Day March 2008 – Monthly Report April 2008 – Monthly Report May 2008 – Report to be Determined June 2008 – Worldwide Report Day / Celebration! All-Star Spotlight :  All-Star Spotlight District 4 L6 SC – PDG Elizabeth Blottin DC – VDG Scott Leslie Goal: $224,270 Funds Raised: $170,420 76 % of goal Conducts regular CSFII district meetings to discuss progress and address challenges DC assists GCs with club visits DC communicates with district leadership Slide72:  Group Discussion W.R. O’Riley Past International Director International Committee Member (CA I – West), CSFII Slide73:  Next Steps to Win the Game W.R. O’Riley Past International Director International Committee Member (CA I – West), CSFII Slide74:  Final Thoughts Dr. Tae-Sup Lee Past International President Chairperson, CSFII

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