
Chapter Secretary Treasurer Duties and Tips for Effective Communication
Explore responsibilities of a chapter's secretary/treasurer, effective communication strategies within the chapter, and the importance of budgeting. Learn about utilizing platforms like Slack, taking minutes, and managing chapter finances. Access valuable resources for successful chapter operations.
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Presentation Transcript
SWD Secretary/Treasurer CLC Presentation - 2019 Ashley Nowikowski - SWD KKY Sec/Treas Betty Buller - SWD TBS Sec/Treas Toni Castle - SWD KKY Governor
Communication within Your Chapter Utilizing a platform for reminders, updates, etc Slack, GroupMe, Facebook - all wonderful group chat platforms Slack allows plugins like Google Calendar, Drive, Polls, etc Some chapters have their secretary monitor attendance at all events keep track of this information and make it accessible to others Use the Secretary resources on the SWD web page
Taking Minutes Make sure you have a template! Clear, exact, and simple facts of the meeting Keep track of motions Never be afraid to clarify information or ask for clarification Proofread and deliver quickly Use Google Docs or OneDrive to share minutes with officers to help fill in business or upload the meeting agenda to make it easier to take minutes
Communication outside Chapter Some secretaries are in charge of communication and media posts Use a platform like Canva to make fliers to post on media Keep it simple and to the point Follow good social media guidelines If you need ideas or help, talk to Dino!
Why do I need to have a Budget? - To keep track of your monies - What do you need? - Account Information - Actual expenses - Projects, fundraisers, committee spending - Projected; Actual; Difference - Know campus or chapter policies on how to obtain funds - Make sure the chapter is aware of procedures for making purchases - Keep long term and short term goals in mind at all times - It s okay to make adjustments.
Budget Resources - Budget Explanation - Example Budget for CLC
Grants National KKPsi Grants - Matching Grant Program (https://www.kkpsi.org/programs/matching-grant-program/) - Chapter Development Grant (https://www.kkpsi.org/programs/chapter-dev/) SWD KKPsi Specific Grants Travel Assistance (for National Convention only) Chapter Assistance Grant (For chapters in need, covers $20 Delegate Fee) SWD - Joint Action Committee Grant(http://swd.kkytbsonline.com/resources/joint-resources/) - General Service Grant - both organizations contribute to help cover worthwhile projects - -
Fundraising Look over last year s fundraisers to see what worked/didn t work and make adjustments Think outside the box Consider upfront costs - Do you have enough in your account to cover them Don t over buy - That T-shirt may be nice but will everyone want one? Decide up front where the money is going to be spent Use % from each fundraiser to go to designated projects (travel, new instrument for band, Membership Education, new ritual stuff ) Does the entire fundraiser go towards one project?
Final Reminders! Start Saving for District Convention as a chapter, but also as an individual Travel (Gas/Hotel) Registration Food SWAG Also, don t forget about the AEA Scholarship! https://www.kkpsi.org/programs/aea-scholarship/