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Club Administration

The majority of Soroptimist's work to improve the lives of women and girls is done at the local club level. Soroptimist International of the Americas has around 1,300 clubs in 20 countries and territories. Each club assesses the needs of their communities and then undertakes projects that will best fill those needs. The following resources will assist those who govern, manage, and oversee clubs and their success.

Club Roadmap for Success
A guide to help clubs understand their role in achieving the goals of the SIA Strategic Plan

Certificate of Appreciation
Replacing the Club Award, the new Certificate of Appreciation honors clubs that have supported the goals of the SIA Strategic Plan.

Figuring Retention Rates (.doc)
A guide to calculate clubs retention rates.

Club Calendar of Events for 2016-2017 (.pdf)
Important dates and reminders for the club year.

Club Membership Marketing Campaign Template (.doc)
An outline for clubs to use as the framework for constructing their recruitment and retention efforts.

Keeping the Balance for Clubs (.doc)
An assessment guide for clubs.

Parliamentary Procedure and Sample Business Meeting Agenda
Rules and policies for governing meetings along with a sample outline for meetings.

Soroptimist Protocol
A basic guide for customs, conduct, etc.

Sample Club Bylaws (.doc)
Rules a club may adopt to regulate its affairs.

Guide to Office365 Club Email Management (.pdf)
Directions for setting up, accessing, using, and forwarding the club email address provided by SIA in the office 365 system. System available as of December 15, 2014.

Guide to Migrating Your Outlook.com Data to Office365 (.pdf)
Directions for exporting address books and other data from the Outlook.com club email system to the new Office365 club email system available as of December 15, 2014.

Changing the Club's Online Password (.pdf)
Directions on how to maintain security for the club's access to its profile in the SIA database to update and maintain the roster, pay dues, make club donations, and other online activities.

Leadership Tips

Club officers
Guidelines and administrative materials for Club Presidents, Secretaries, Treasurers and Boards:

Finance
Forms and other financial information for clubs:

Insurance Information
Information on insurance coverage for Soroptimist clubs in the United States and Canada.

All About Insurance: What Your Club Needs to Know (Orlando convention workshop) 
Understanding insurance coverage does not have to be a mystery. This workshop demystifies the process necessary to ensure the appropriate insurance coverage to meet your club's needs. You will discover alternative ways to work within insurance restrictions when planning your fundraising and program events.

Club Insurance Overview (.docx)
Club Insurance Overview and Handbook that includes information about the required club insurance coverage, what is covered and excluded, and general procedures including obtaining certificates of insurance. The handbook also includes information on other optional insurance available to Soroptimist clubs.

Insurance Event Questionnaire (.doc)
Documentation that must be completed to request a certificate of insurance from Soroptimist's insurance brokers. See the Club Insurance Overview for more information.

Certificate/Proof of Insurance (.docx)
Basic certificate of insurance that can be utilized as evidence or proof of insurance coverage for 1) events that are not on the excluded list of coverage; 2) events where there is no contract executed between the club and a third party venue or vendor; 3) events where there is no request for any "additional insured" wording. See the Club Insurance Overview for more information.

Soroptimist Management Liability (Directors and Officers) Application (.docx)
Optional coverage for Soroptimist clubs. See the Club Insurance Overview for more information.

Crime Coverage Application (.pdf)
Optional coverage for Soroptimist clubs. See the Club Insurance Overview for more information.

New Soroptimist Club Building
Chartering a new Soroptimist club is rewarding and maintains the vibrancy of our organization. The following materials provide direction, advice and forms that support the development of a new Soroptimist club.

 

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