Treasurer Training Evaluation

County you represent: ______Club in which you represent______

Please choose one of the following: ____ Youth ____ Adult ____ 4-H Staff

Please choose one of the following: ____ I took the training on my own ____ I attended the county training

Please rate the overall quality of the treasurer training videos Strongly Agree Disagree Strongly Agree Disagree The training was well organized and easy to understand. The training videos were the appropriate length to adequately cover all materials The training videos were an appropriate method for delivering this type of training It was easy to follow along with the workbook and watch the videos

The Treasurer Training Part 1 – Getting Started: After watching this video training…. Strongly Agree Disagree Strongly Agree Disagree I understand where to find the excel treasurer documents on the Minnesota 4-H website. I understand how to download the excel documents from the Minnesota 4-H website. I understand how to organize my treasurer binder. I understand the purpose of the club chartering documents.

The Treasurer Training Part 2 – Reviewing the MN 4-H Annual Financial Summary (Form B), Inputting the Starting Balance into the Excel Checkbook Ledger, Understanding the Club Proposed Budget (Form C), Handling Income, Paying Expenses: After watching this video training…. Strongly Agree Disagree Strongly Agree Disagree I understand how to read the MN 4-H Annual Club Financial Summary - Form B I understand how to find the starting balance in the club checking account on October 1st when I take office. I understand the purpose of the Club Proposed Budget – Form C I know how to handle income received in cash and by check. I understand how to pay expenses and write a check. The Treasurer Training Part 3: Preparing the Deposit, Recording Income and Expenses in the Excel Checkbook Ledger: After watching this video training…. Strongly Agree Disagree Strongly Agree Disagree I understand how to prepare a deposit & enter information into the itemized income form. I will input data on the excel itemized income form rather than handwrite on the document. I know how to record income and expenses in the excel checkbook ledger. I understand how the excel checkbook ledger works and the purpose of the tabs on the bottom of the page. I will input data in the excel checkbook ledger rather than handwrite on the document.

The Treasurer Training Part 4: Reconciling to the Bank Statement: After watching this video training…. Strongly Agree Disagree Strongly Agree Disagree I understand the importance of reconciling the bank statement to my excel checkbook ledger each month. I understand what to do with outstanding checks that have not been cashed within 30 days I understand how to use the treasurer book excel reconciliation form. I will use the excel reconciliation form and enter the data rather than handwrite on the form.

The Treasurer Training Part 5: The Monthly Treasurer’s Report: After watching this video training…. Strongly Agree Disagree Strongly Agree Disagree I understand how to create a treasurer report using the excel Treasurer’s Report Form I understand how to read the treasurer’s report at a club meeting. I will input data on the Monthly Treasurer Report rather than handwrite on the document. The Treasurer Training Part 6: Record Keeping and End of Year Club Chartering: After watching this video training…. Strongly Agree Disagree Strongly Agree Disagree I know how to organize my records in the club treasurer binder. I understand all the tasks that need to be completed before I sign off on the Excel Checkbook Ledger as well as the Adult Advisor and Adult Verifier. I understand the purpose of the club chartering documents and what documents I am responsible for at the end of my term. I will use the Excel Checkbook Ledger so the chartering documents will compute automatically.

The Treasurer Training Part 7: Fundraising in the Name of 4-H and Club Disbandment: After watching this video training…. Strongly Agree Disagree Strongly Agree Disagree I understand my role when it comes to fundraising events. I know where to find the information if my club chooses to conduct a fundraiser. I know the purpose and how to submit the income generation and follow up report before and after a fundraising activity. If my club should decide to disband I know where to find the information.

Please rate the overall quality of the treasurer training workbook: Strongly Agree Disagree Strongly Agree Disagree The workbook was the appropriate length to teach all of the necessary skills of the treasurer. The hands on activities helped me to understand each specific skill. The workbook is organized and easy to understand.

As a result of this training I feel I have the appropriate skills to be an effective club treasurer. ____Strongly Agree ____Agree ____Disagree ____Strongly Disagree

Please rate your overall experience with this training. ____Excellent ____Very Good ____Good ____Fair ____Poor

Additional Thoughts or Comments?