The Role of the Cabinet Secretary

Webinars 2015 -

2014

Participant Workbook

Participant Workbook The Role of the Cabinet Secretary

Webinar Pre-assignment: Search for the “Cabinet Secretary and Treasurer Manual” on the LCI website and read

Webinar Background The cabinet secretary is a key district officer, responsible for communicating, scheduling, and providing resources to the district leadership team. This webinar provides guidance on how to be a successful and effective Cabinet Secretary. In addition, we will review the functions and features of the MyLCI online reporting site, which assists district officers in the fulfillment of many important duties.

Session Agenda  Review cabinet secretary responsibilities  Review MyLCI cabinet secretary features  Discuss cabinet secretary challenges and their solutions

Participant Workbook The Role of the Cabinet Secretary

Note: Key slides are displayed below for you to take notes throughout the webinar. Not all slides in the presentation are displayed.

Working with the District Governor

Cabinet Meeting Notes:

Rules of Order Notes:

Participant Workbook The Role of the Cabinet Secretary

After Cabinet Meeting Notes:

District Governor Club Visits Notes:

Participant Workbook The Role of the Cabinet Secretary

Correspondence and Paperwork Notes:

General Duties Notes:

Participant Workbook The Role of the Cabinet Secretary

District Structure Notes:

Club Treasurer Duties Notes:

Participant Workbook The Role of the Cabinet Secretary

MyLCI Overview Site Overview: MyLCI Basic Features Notes:

MyLCI Registration and Login Notes:

Participant Workbook The Role of the Cabinet Secretary

MyLCI Home Page Notes:

MyLCI Support Center Notes:

Participant Workbook The Role of the Cabinet Secretary

Creating a MyLCI Account:

1. Go to www.lionsclubs.org.

2. Click “MyLCI” . 3. Click the “New User? Click here to register now” link.

4. Enter your member number.

5. Type the letters displayed in the word verification box

6. Click “Submit”.

7. Enter your first and last name, street address, and club name NOTE: It is required that your entries matches the LCI records. Please utlitize the information on the mailing label on your Lion magazine.

8. Enter a user name and password of your choice, and your e-mail address NOTE: Passwords ARE case sensitive. Your e-mail address must be unique to MyLCI.

9. Select two security questions from the pre-defined list, or type your own, and enter their answers. NOTE: The security questions will be used in the event you forget your user name and password. Answers ARE case sensitive.

10. Agree to the terms and conditions associated with the site and review the privacy policy.

11. Click “Submit”.

Participant Workbook The Role of the Cabinet Secretary

MyLCI Site Navigation:

District-wide View Notes:

 “My Tasks” - displays a list of tasks customized to your role and your district.  “My Members” - displays your district’s membership reporting status and the overall changes in membership and current gain or loss.  “My Clubs” - displays the information about your district club changes such as new clubs chartered, cancelled clubs and clubs on status quo.  “My Service Activities” - displays a summary of clubs reporting service activities in your district.  “My Info” - displays your personal contact information.  “My Officers” - section shows your district and multiple district officers as well as the other members of your district leadership team.

Participant Workbook The Role of the Cabinet Secretary

Club-level View Notes:

Functional Navigation Notes:

Participant Workbook The Role of the Cabinet Secretary

View Service activities of other clubs Notes:

Participant Workbook The Role of the Cabinet Secretary

Other MyLCI Features and Functions:

Setting up regions and zones Notes:

District guest Notes:

Participant Workbook The Role of the Cabinet Secretary

Other features within “My District” view Notes:

District-wide data download (data from all clubs in district) Notes:

Participant Workbook The Role of the Cabinet Secretary

Single club data download Notes:

Participant Workbook The Role of the Cabinet Secretary

Cabinet Secretary Challenges

Staying organized Notes:

Effective communication Notes:

Participant Workbook The Role of the Cabinet Secretary

LCI Leadership Resource Center Notes:

To Logon to MyLCI:

1. Go to www.lionsclubs.org. 2. Click “MyLCI” 3. Enter your username and password. 4. Click “Submit”.

MyLCI FYIs  The system will log you out after 20 minutes of inactivity.  The support center panel will change depending upon the page you are on.

Participant Workbook The Role of the Cabinet Secretary

Resources

Cabinet Secretary-Treasurer Manual (LA40) District Constitution and By-Laws (LA4) Board Policy Manual

MyLCI Support Center [email protected] 630-468-6900

English Language Dept./Club & District Administration Division [email protected]

Leadership Division [email protected]