Monday, September 4, 2017

Contest Checklists!

Contests are not difficult, but there are many things happening, far more than the 7 plus or minus 2 that our short term memory can easily handle. Since I have been coordinating and chairing several contests, I have been creating and honing a set of checklists to help keep them successful. They have served me well, so I will share them here so all can make use. And if you have any suggested edits I will be happy to include them!

1-2 Weeks Prior or Earliest Reasonable Time


Venue

  • Sequester location for Evaluation & Table Topics
  • Speaking area
  • Timers table or other reserved seating
  • Audio / Visual equipment

Roles

All roles must be performed by paid members of a Toastmasters club.
  • Contest Master
  • Chief Judge*
  • 3-5 judges*
  • Tiebreaker judge*
  • 2 timers
  • 3 ballot counters
  • Contestants
  • Test speaker for evaluation (not a member of a club with any of the contestants)

* Judges additional requirements:
  • Judges at Area and higher must have finished 6 speeches fromtheCompetent Communication Manual or Levels 1 & 2 from a Pathways path.
  • Judges at Area and higher must be physically present.
  • Judges at Division and higher must not be a member of the same club as a contestant. (I don't see this listed in the rules, but it is in the Judge's Code of Ethics on the Judge's Eligibility Form.)
  • Judges at InternationalSemifinals and higher must be an ATM-B or an ACB or have fully completed a Pathways path. (Like anyone coordinating at this level would even look at my checklist!)

Materials

  • Timing lights
  • Timing cardss
  • Stopwatches (2)s
  • Batteriess
  • Lecterns
  • Banners
  • Gavels
  • Envelopess
  • Pens!!s
  • 50/50 ticketss
  • Trophies!s

Print

Contestant Briefing

  • Collect eligibility forms
  • Remove TM titles
  • Get speech titles
  • Confirm name spelling and pronunciation
  • Test speech for Evaluation
  • Evaluation contestants must use official notes sheet, no other materials (besides pen/pencil)
  • Sequester for Table Topics and Evaluation
  • Timing, technical failure +30s
  • Originality
  • Speaking area
  • Sergeants-at-arms
    • One for each door
    • At least one to monitor sequester for Evaluation and Table Topics
    • At least one to collect and return contestants' Evaluation notes
  • Speaker's responsibility to prepare props during minute of silence
  • Disqualification
  • Disputes
  • Announcement of winners
  • Draw for order

Functionary Briefing

  • Judges
    • Collect eligibility forms
    • Speech not speaker
    • Presentation not content
    • Be objective
    • Do not consider timing
    • Speaking area relevance is your discretion
    • Report dispute on originality to Chief Judge immediately
    • Must fill in 1st, 2nd, & 3rd (unless < 3)
    • Must sign ballot
    • Disputes for originality
      • Failing to cite does not disqualify, but may affect scoring
    • Destroy forms
    • Do not discuss
  • Timers
    • Start on first communication with audience (unless delay is excessive)
    • One handles the stopwatch
    • One handles the lights or cards
    • Green starts displaying at 1/2/5
    • Green stops and yellow starts at
    1.5/2.5/6
    • Yellow stops and red starts at 2/3/7
    • Red displays until speaker finishes
    • Record time on timer sheet
    • Indicate technical failure on timer sheet
    • For evaluation contest, one timer accompanies contestants to sequester in order to time the 5-minute preparation period
    • Immediately interrupt announcement of winners if time-disqualified speaker is announced as a winner
  • Ballot Counters
    • Designate to specific judges for collection
    • Each verify arithmetic (1st-3, 2nd-2, 3rd-1)
    • Immediately interrupt announcement of winners if order is wrong
  • Tiebreaker judge (briefed SEPARATELY and not present here)
    • Must list EVERY speaker IN ORDER
    • Same requirements for other judges

Program

  • Call to Order
  • Recognition of Dignitaries
    • Skip any dignitaries who are contestants
  • Announcements
    • 50/50
    • Food
  • Purpose of contest
  • Summary of contest rules
    • Timing
      • +30s on failure
    • Speaking area
    • Remain present or not
    • Disputes limited
    • Results final (unless wrong and immediately interrupted)
  • Announce order of contestants
  • TURN OFF DEVICES
  • Do not interrupt! (or enter/leave)
  • Test speech (Eval only)
  • Dismiss contestants (Eval & TT)
  • 5 minutes prep time (Eval only)
    • Acknowledge target speaker
    • Announcements
    • Table Topics
  • For each contestant
    • 1 minute of silence
    • Name, Title/Table Topic/Contestant #,Title/Table Topic/Contestant #, Name
    • Presentation
  • 2 minutes of silence
  • Direct judges to complete and sign ballots
  • Direct timers to deliver sheets to Chief Judge
  • Direct ballot counters to collect ballots and join Chief Judge
  • Intermission or interviews or next contest!
    • Announce dignitaries that were contestants (unless they are also in next contest!)
    • Do not interview contestants who are also in next contest
  • Address disputes
  • Chief Judge fills out Notification of Winners form
  • Acknowledge contestants
  • Acknowledge functionaries
    • Food
    • 50/50
    • Ballot counters
    • Timers
    • Judges (anonymous)
    • Chief Judge
    • Contest Master
    • Contest Chair
  • Announce next level contest time and place
  • 50/50 drawing
  • Finish ALL other announcements and business
  • Announce winners
    • Announce if any disqualifications have taken place
    • 3rd place (only if 5 or more participants)
    • 2nd place
    • 1st place

Timing

  • Make sure timing lights work
  • Make sure timing cards are on hand
  • Make sure you know how to start, stop, and reset stopwatch(es)
  • Know the timing windows for the contest
    • Table Topics: 1-2 minutes
    • Evaluation: 2-3 minutes
    • Speeches: 5-7 minutes
  • Time one minute of silence before each speech, use red card/lights to signal time has elapsed.
  • Time two minutes of silence (or as directed) after final speech, use red card/lights to signal time has elapsed.
  • Time speeches
    • Begin with first communication of any type to the audience by the speaker or a speaker's assistant
    • Stop timing when speaker definitely ends the speech and returns control to the Contest Master.
    • DO NOT GET ENGAGED IN THE SPEECH. Watch the stopwatch.
    • At minimum time display green and keep displaying until:
    • Halfway between minimum and maximum time stop displaying green, display yellow/amber, and keep displaying until:
    • At maximum time stop displaying yellow/amber, display red, and keep displaying until speaker finishes.
    • For contestants (not test speaker), record time on timer form.
  • After final speaker, give timer sheet to the Chief Judge

Counting Ballots

  • Know who the judges are and where they are sitting before the contest starts
  • After final speaker, once judges have finished scoring, collect ballots from the judges you are responsible for.
  • Each ballot counter individually records and scores every judge's ballot
  • For each ballot
    • Make sure it is valid
      • Judge has signed the ballot
      • 1st, 2nd, and 3rd are all named (unless fewer than 3 contestants)
    • On counter form, enter 3 points for a first place vote
    • On counter form, enter 2 points for a second place vote
    • On counter form, enter 1 points for a third place vote
    • Add up points for each contestant
  • Compare results with other ballot counters to ensure all are in agreement.
  • List top three point recipients as 1st, 2nd, and 3rd place at bottom of form.
    • Ask Chief Judge to break ties from the tie-breaker ballot.
  • No indication of disqualified contestants appears on the ballot counter forms
  • Give form to the Chief Judge

Chief Judge

  • After final contest speaker
    • Collect timer sheets
    • Collect tie-breaker judge's ballot
    • Accompany ballot counters to location for counting ballots
    • Make sure all ballot counters agree
    • Remove disqualified contestants from consideration
    • Use tiebreaker judge's ballot to break ties if needed
      • Tied contestants are listed in the relative order they appear on tiebreaker judge's ballot
      • Tiebreaker judge's ballot may NOT be used to change order of contestants that are NOT tied
    • Record winners on Results Form
      • Indicate if any disqualifications
      • Do not list 3rd place if less than 5 contestants
    • Fill out contestant names on 1st, 2nd, 3rd place certificates (if any)
    • Deliver Results Form and Certificates to Contest Master when time to announce winners
    • Fill out Notification of Winners form
      • Include EVERY contestant that qualified
      • List EVERY contestant in order, breaking ties as needed with the tiebreaker judge's ballot

Disputes for Originality

The process for handling disputes is briefly described in 7B of the official rules. This is how I would handle a dispute.
  • Handle in private!!!
  • Standard is specified in 4D of the rules
    • Must be substantially original
    • No more than 25% "may be devoted to quoting, paraphrasing, or referencing another person’s content" and such content must be so identified
  • Disputer can only be a Judge or Contestant
  • Only judges, Chief Judge, disputer, and disputed present
  • Disputer explain the dispute
  • Disputed provides response
  • Disputer & disputed dismissed. Chief Judge leaves.
  • Remaining judges discuss and vote. Majority must agree in order to disqualify.
  • Judges notify Chief Judge.

After

  • Notification of winners form delivered to chair of next level contests
  • Destroy other forms
  • Restore venue
  • Return borrowed materials


Saturday, August 5, 2017

Club Treasurer

Links:  Club Leadership Handbook  Use of Club Funds  Dues and Fees  Fundraising
            Budget Spreadsheet  Important Dates

Congratulations! Your fellow Toastmasters have chosen you to be their club treasurer. Perhaps you have done this before, I hope you can find some useful ideas in what follows despite the familiar and repetitious information. For you first-time treasurers out there, my goal is to help you understand and perform the duties of your office in the most efficient way possible.

Why the Treasurer is Important

Dues. Dues! DUES!
  • If the club doesn't pay at least 8 members' International dues on time, then its charter will be suspended.
  • If a specific member's International dues are not paid on time, then that member will be ineligible to compete in Toastmasters speech contests or serve in any Toastmasters office.
  • If the club doesn't pay at least 8 members' International dues on time, then all club members whether paid or not will be ineligible to compete in Toastmasters speech contests or serve in any Toastmasters office, nor will the club receive credit towards the Distinguished Club Program goal for memberships paid on time.
  • Amongst the goals that the Toastmasters International board sets for Districts is a certain number of club memberships paid. (The Club Growth Director is primarily responsible for this at the district level, so expect frequent communiqués!)
The truth is that Treasurer is the only office whose duties directly affect every club member.

Dues Questions

What are membership dues?

 There are two components:
  • Toastmasters International dues which are $45 every six months
  • Club dues which are set by your club in its bylaws

Which dues does a member pay to the club?

Each member pays both international and club dues to the club. Note that this payment to the club DOES NOT COUNT as the member's dues being paid. Only payments sent to Toastmasters International count.

How does a member's international dues get paid to Toastmasters International?

The Treasurer (or another club officer) pays a member's International dues through Club Central on the Toastmasters International website: toastmasters.org.



How much does a new member pay?

A new member pays the same dues ($45 International dues + club dues), however they are prorated according to the month that member joins. For example, a member that pays in the 4th month of the 6-month membership period only pays 1/3 of the full 6-month dues.

What is a New Member Kit?

New members also pay $20 for the New Member Kit. You will also collect this amount and pay it to Toastmasters International much like dues are paid. Please get a new member's payments in as soon as possible because their manuals will not be sent until after all funds have been received.

New Member Kits are only needed for first-time Toastmasters. Dual members, transfers, reinstated members, and honorary members do not need a New Member Kit.

Who pays the Club New Member Fee?

You will have to read your club bylaws for this answer. If your club has a new member fee, it is likely paid by new and reinstated members. It might be paid by dual or transfer members. It is never paid by honorary members.

What are inactive members?

If a member has been or indicates he or she will be absent for an extended length of time, then the executive committee may vote to make that member an inactive member. Inactive members do not count towards quorum, nor do they get scheduled for meeting roles, hold club office, or compete in contests. Your club bylaws will say how much an inactive member's dues are.

What are dual members?

Dual members are individuals who maintain memberships in multiple Toastmasters clubs. A dual member pays all dues for every club in which they are a member. If a member of another club joins your club and they intend to maintain membership in both clubs, then their application should indicate they are a dual member.

What are transfer members?

Transfer members are individuals who currently have an active membership in another Toastmaster club and desire to transfer that membership to your club. Transfer members do not have to pay International dues for the current membership period when they join your club since they already paid those dues to their original club. Your club may or may not charge prorated club dues according to your club's bylaws.

What are reinstated members?

An individual who used to be a Toastmaster in the past and is now joining your club gets submitted as a reinstated member. They pay prorated dues to your club like a new or dual member.

What are honorary members?

A club is permitted to recognize a non-Toastmaster in the local community with an honorary membership. The club pays the International dues. Do not collect any money from the individual. There is no requirement to maintain membership for subsequent dues cycles.

Where do I find my club's bylaws?

In Club Central!


Do Dates

Dues have due dates. That means you have Do-Dates. The most important Do-Dates are set by Toastmasters International:
  • Pay International dues on toastmasters.org for at least 8 members
    • By October 1 for the October-through-March membership period
    • By April 1 for the April-through-September membership period
To encourage clubs to pay dues, our district provides additional incentives:
  • Notable 9: Pay International dues for 9 members on toastmasters.org and receive a patch for the club banner
    • By September 7 for the October-through-March membership period
    • By March 7 for the April-through-September membership period
  • Incredible 20: Pay International dues for 20 members on toastmasters.org and receive a $25 Toastmasters gift certificate
    • By September 10 for the October-through-March membership period
    • By March 10 for the April-through-September membership period
The Notable 9 and Incredible 20 incentives assume that the toastmasters.org site will start accepting dues payments on September 1 and March 1; if payment processing begins later, the incentive windows will shift accordingly.

The district does not see what clubs paid dues at a particular time. It would be so much easier that way, but it is simply not available. Therefore, to receive credit for the Notable 9 and Incredible 20, you not only have to pay the International dues in time, you must also download the receipts for those dues payments from Club Central and then email those receipts to the Club Growth Director at cgd@toastmastersd84.org.


The last important date of note is June 30 at midnight Pacific Daylight Time, the end of the Toastmasters year. In order for your club to receive any recognition in the Distinguished Club Program (DCP), the club must have either a net growth of 5 members or a total of 20 members. The DCP goals of adding 8 new members during the year also have the same deadline. The only members that count are -- you guessed it -- those whose dues have been paid to Toastmasters International by June 30! Fair warning, though: Clubs and districts all around the world are also trying to meet the same June 30 deadline, so the toastmasters.org website will be processing a lot of traffic. If you wait until the very end, you may find yourself still waiting past the deadline!

Budget

Per the Club Leadership Handbook, as Treasurer:

You prepare and oversee the club budget.
Create the budget at the beginning of the Toastmasters year in conjunction with
the executive committee.
Report on the club budget as needed at club and executive committee meetings.


The point of a budget is to predict and plan for the club's finances. In order to do this, you will need a reasonable estimate of the club's expected income and expenses. You will also need to anticipate the club's balance and cash flow to make sure the club has the funds it needs when it needs them.

To make this task easier, here is a spreadsheet where you can enter numbers for your club on the first page and immediately see critical values for your club. You can also see a 6-month budget on the second page and your club's projected balance on the third page. As a bonus, on the fourth page you will find the dues for new members calculated for you!

Who makes the decisions?

Since the money belongs to the club, it is the club that decides the budget and how money is spent. As a matter of parliamentary procedure, the budget should be decided by a vote of the club membership at a regular meeting. Once the budget is established, then as Treasurer you are permitted to spend or reimburse funds within the amounts allowed by the budget. To go beyond those limits would require another vote by the club membership.

In practice, most clubs do not establish a budget, and often monetary decisions are made by the club officers. As long as no one objects or complains, then whatever process works for your club will likely suffice -- as long as the money is not being misspent! Which leads us to

What are we allowed to spend money on?

On The Use of Club Funds per Toastmasters International:

Authorized uses include:
  • Educational/administrative materials for club/member use
  • Meeting place rental fees (if applicable)
  • Refreshments for club meetings (must be approved by the club)
Unauthorized uses include:
  • Parties and social gatherings
  • Donation of money to causes or individuals
  • Scholarships
  • Payment of dues for individuals

How are we allowed to raise funds?

Club dues are the primary source of club funds. Clubs might also charge members other fees. If your club wants to conduct a fundraising event, please be sure you are in compliance with Protocol 8.2. In essence, stick to Toastmasters programs and activities directly related to Toastmasters missions.

FAQ

When should I start collecting dues from club members?

There is no required date, but since District 84 is providing incentives for paying International dues as early as September 1 and March 1, I personally recommend that you start collecting members' dues by August 15 and February 15.

How will I remember all these dates?

You will receive several reminders from Toastmasters International and District 84. For those of you who like events and reminders on your phone, computer, or online calendars, here is a set of iCal events just for you!

How do I let members know dues are due?

Most commonly the Treasurer and other officers simply make an announcement at a club meeting. Sending an email to members is often sufficient. You can also print and distribute invoices to members. Get the word out any way you can, then track down any straggling members personally.

What if a member says they need an invoice or a receipt?

Provide them one. Make sure they are professional and presentable since that document will be seen by others. Include your contact information so that you can confirm the authenticity if needed.

What if a member says they cannot afford to pay their dues?

Let the member know when their membership will lapse, either October 1 or April 1. You are not required to do anything more. It is acceptable for someone else to pay that member's dues, but that arrangement is outside the duties of the Treasurer.

What if a member says they will pay next week and we need their membership in order to meet a goal this week?

DO NOT PAY. If the club pays the member's international dues and then the member fails to pay the club, then that dues payment will not be refunded.

Similarly, if a member pays dues by check. DO NOT PAY that member's international dues until after the check clears.

What if a member pays after the October 1 or April 1 deadline?

Pay that member's dues for the current membership cycle in Club Central. Same as if the member had paid before the deadline.

Can a member pay for a full year at a time?

At this time, Toastmasters International will only take 6-months worth of international dues at any time. If your club takes on the effort required to track, maintain, and responsibly disburse full-year dues, then this will be your responsibility as Treasurer.

The club membership application has a section for paying by credit card, so why can't the club take payments by credit card?

That section is for paying international dues directly to Toastmasters International. Toastmasters International DOES NOT COLLECT CLUB DUES. If your club wants to collect club dues via credit card or online payments, then it is up to your club to establish an account to do so. Note that such accounts have service fees! Two of my clubs have been successful with squareup.com and my third club's treasurer receives funds from club members via PayPal.

Go For The Goals

Holding a club office is one requirement for Advanced Leader Bronze as is the official officer training for which this information was prepared. To complete the ALB requirements, make sure that your fellow club officers also conduct a Club Success Planning meeting, that you conduct two of the modules from either The Successful Club Series or The Leadership Excellence Series, and that you complete your Competent Leadership manual. Maybe you can even give a manual speech about the club's finances and budget.

Don't Go It Alone

For the sake of the club, make sure another officer has access to financial accounts in the even you are not available. Find out if any other members might be interested in taking on the office of Treasurer after you. Even if you enjoy being Treasurer, there might be others that could learn a lot from the experience, and that is what Toastmasters is all about!

Finally, Have Fun!

In the words of Ralph Smedley, "We learn best in moments of enjoyment."

Find the joy in what you must do, and there you will discover what you really can do!

Steven S. Morgan
Advanced Toastmaster Gold
Advanced Leader Bronze

Area 44 Director
Toastmasters District 84

407-252-3556
©2017 · CC BY-NC-ND 4.0
Facebook Twitter
LinkedIn Skype
Google+ YouTube
Instagram Blogger
District 84 Conference