GOVERNOR ELECT TRAINING Presented by Peggy Benton Pilot

GOVERNOR ELECT TRAINING Presented by Peggy Benton, Pilot International Treasurer Merrily Burns, Pilot International Vice President

Governor Elect Responsibilities What to do? Where to find it? This Photo by Unknown Author is licensed under CC BY When to do it?

v Teamwork v Duties and Responsibilities v Connecting with Pilot International v Questions and Answers

TEAMWORK DISTRICT CLUBS PILOT INTERNATIONAL

TEAMWORK Network Work with Governor Know your clubs

TEAMWORK Network v. DAC v. Peers v. Club Presidents v. Executive Committee

TEAMWORK Network Work with Governor q. Learn Governor’s Duties. q. Preside in Governor’s absence. q. Communicate, Communicate! q. Pursue GOALS of the District.

TEAMWORK Network Work with Governor KNOW YOUR CLUBS § Finances § Growth § Training Know your clubs § Participation

DUTIES AND RESPONSIBILITES PILOT INTERNATIONAL DISTRICT Mission Standing Rules Policies Budget Bylaws Strategic plan History Club Visits Appointments

CHOOSE YOUR TEAM WISELY

OFFICIAL CLUB VISIT REPORT Report must be completed by the DAC/DEC member no later than 30 days after the visit. All requests to Pilot International for reimbursements must be made no later than June 1. Club: Date Completing Form: District Administrative Council Member: Visit Date: MEETING PREPARATION: Completed PI Official Club Visit Checklist Discussed Club Agenda

MEETING PURPOSE/FORMAT: Training Information Share Pilot Q&A Other: Explain - MEETING TYPE: Business Meeting Program Meeting Other: Explain- MEETING DEMOGRAPHICS: Met with Board Number attended: Number of Pilot Members Attended: Number of Pilot Guests Attended:

PRESENTATION GIVEN BY OFFICIAL VISITOR MEMBERSHIP PROJECTS ANCHOR/COMPASS TOPICS DISCUSSED: Training: LEADERSHIP OFFICER Other: Explain - FUNDRAISING Other: Explain- MEMBERSHIP PI SMARTBOOK was used. YES NO

Projects: Shared new ideas Shared Grant information Brain. Minders Membership: RECRUIT RETAIN RECLAIM PI Membership Guide was used. YES NO Fundraising: Shared new ideas Shared Grant information

Anchor: Sponsors a Club Wants to Sponsor a club PI Anchor Manual was used. YES Compass: NO Wants to Sponsor a club PI Compass Manual was used. YES NO Club Building: Wants to sponsor a club PI Club Builder Manual was used. YES NO

INFORMATION TAKE AWAYS FROM VISIT: Club Membership over last five years Increase Decrease Total # Club attends: Fall Workshop District Convention PI Convention Overall health of club and participation in District/Pilot International: Successes the club is experiencing:

Possible challenge areas within the club: Club requests for assistance/information from the DAC/ DAC plan of action to fol Assistance required from ECR/ Headquarters

With the District Administrative Council and District Executive Council v Further Pilot International’s objectives. Study and teach the Pilot principles, ideals and ethics. v Propose amendments to the District Standing Rules. Review standing rules to determine if they conform to the current PI Bylaws and policies. v Make recommendations for consideration by the voting body at District convention including the District budget. v Evaluate the District’s Strategic Plan. v Plan itineraries for club visits by district officers. v Plan Fall Council, District Convention and workshops.

v Evaluate all clubs in their District and prepare a plan to provide assistance to the clubs. v Prepare the propose district budget for presentation at District Convention. The treasurer presents the budget to the convention body for approval. v Approve appointments made by the Governor. v Plan and oversee all District meetings. v Determine the dates and sites for District Conventions and other District meetings v Approve minutes of District meetings v Perform other duties as required

With the Governor v v v v Serves under the supervision of the Governor. Becomes familiar with the duties of the Governor. Works with the Governor to plan District activities. Is informed on the plans for the year and is qualified to perform the duties of the Governor. Keeps the Governor informed of activities and sends copies of any official correspondence. In the absence of the Governor, presides at District business meeting. With the Governor, approves disbursement of District funds. Assists in planning itineraries for club visits.

The Governor Elect Appoints v District division coordinators and other appointees necessary to develop the District program of activities of Pilot International. v Nominating Committee Chair v District Membership Team v District Service Program Representative v District PIFF Representative (along with the DAC) v District Awards Jury

Notifications v The Governor Elect notifies Pilot International Headquarters of all appointees no later than December 1. Include address and telephone number of each appointee as they will be printed in the PI Directory. v Sends the name, address, telephone number and email address for the District PIFF Representative to PI Headquarter and DAC no later than December 1. v Announces the District Awards Jury at District Convention. The name and address of the person to receive award entries should be in the July Governor’s Bulletin for Pilot Clubs and again in February with deadlines for Anchor Clubs. v By December 1, notify Pilot International Headquarters of the date and location of Fall Council and District Convention for their year as Governor.

For the Clubs v Makes club visits. v Promotes attendance at District and International Conventions throughout the year as contacts are made with the clubs. Points out bylaw requirements for club representation at conventions and checks club budgets for expenses to this representation v The Governor Elect encourages clubs to become actively involved in organizing new clubs and assists them in every way possible.

For Pilot International v Becomes familiar with the bylaws, policies and principles of Pilot International. v Agrees to attend the Council of District Leaders and the Pilot International Convention following election. Club visits cannot be made until the Governor Elect attends COL.

Other Duties of the Governor Elect v Answers correspondence promptly and sends copies of official correspondence to PI Headquarters, Governor, and ECR. v Presides at district business meetings in the absence of the Governor. v With the Governor, approves the disbursement of district funds. v Files signature with the bank in which the district funds are deposited in order to sign checks for the Governor or Treasurer in case of an emergency.