Member email contacts, member education program record including mentor assignment, meeting agenda template, venue undertaking, arrangements, agreements, external account ownership such as Zoom, club email, website, linkedIn, meetup etc.
Obtain previous year's club plan
TI accessible materials, resources, webinars
Ensure you have Base Camp access
club records, vault, templates, etc.
Distinguished Club Program and Club Success Plan (Item 1111)
Consider a club email account and central repository to retain and transfer club records (if you don't have one). Free accounts such as free Google or Microsoft accounts with storage, email and sharing capabilities are good ones to consider
Ensure you have Base Camp access
member contacts, guest list, visitor logbook, membership kit, promotional materials
Membership building programs for the club (e.g. beat the clock)
website, social media account admin ownership
VPPR need to know , brand portal, flyer creation tool; statistics and data hub with infographics; local newspaper contacts & local council list for NSW and ACT
bank account, CC details, current book, balance sheet, etc. A list of club contest expense is a good thing to go over.
Download "Damn Good Advice for Treasurers" from Commonwealth bank (PDF booklet).
club banner, timing lights, stop watch, venue setup process, gavel, property register & transfer, etc.
A formal ceremony to thank out-going committee and welcome in-coming committee with allocation of the TM Club Leadership Handbook to formalise the assignment is encouraged. An installation script is available in the Club Leadership Handbook page 57-59 or your could customise one for the needs of the club.
Invite District leaders to attend a changeover function (e.g. Area Director)
Familiarise yourself with TI Dashboard and Daily Reports
Download Zoom for virtual meetings. Tutorials are available here.
Vote in Council meetings 2x per year (May and September) using Zoom
President & Secretary > Proxies to District Director, etc. for TI Annual Convention Business Session by due date.
By early July, you should have access to Club Central, be familiar with the Club Central functions and verify all information on TI is correct. A tutorial of Club Central is available here.
Be familiar with your roles and responsibilities as a club officer. The Club Leadership Handbook provides good materials on Toastmasters structure, council setup, Toastmasters Promises and more ...
Club Officer tutorial videos are available here.
There are some great tips about Leadership transition: