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Quick start for secretaries

For: Club Secretary · Time: about 2 minutes

Print this page and keep it by your computer. Each box is one job, in the order you will need them.

First week

  1. Sign in at myclubsmanager.com.
  2. Club ▾ → Member list: add every member (or Import from a spreadsheet).
  3. Add each member’s email, so club emails reach them.

Before each meeting

  1. Meetings → + Plan a meeting: kind, date, time, place.
  2. Change the agenda: type in any item. It saves by itself.
  3. Print, Word and email → Email to members, or Print or PDF.

During the meeting

  1. Run the meeting → Start the meeting.
  2. Tick Who is here? (or Everyone is here).
  3. Short notes under each item. + Record a motion. + Add an action item.
  4. Press End the meeting at adjournment.

After the meeting

  1. Print, Word and email → pick Minutes. Read them through.
  2. Email to members: board meetings go to Board and officers only; others to All members.
  3. Check Action items before the next meeting.

Other jobs

  1. Email members (club home page): All members, Board and officers, or people you pick. Send a test to me first.
  2. Club ▾ → Sign-up sheets: shifts, jobs and things to bring.
  3. Club ▾ → Membership drive: people who might join.

Stuck?

  1. Open the yellow How this works box, or press ? Help.
  2. Lessons with pictures: myclubsmanager.com/training
  3. Press 💬 Feedback at the bottom of any page. Mark reads every message.

Our club

Meeting day, time and place:

President: Treasurer:

I sign in with this email: