Club Growth Director Checklist

Outgoing CGD Transition Checklist ☑

Before the meeting: (May 1- May 31)

• Spend time identifying key items that need to transition
• Look at any pressing business that will need to occur in the midst of the transition (i.e., struggling club issues, key new club opportunities and/or any decisions that were made in the current administration that will affect and/or impact the incoming CGD)
• Schedule and prepare for your meeting with the incoming CGD
• Toastmasters Lead Management (TLM) system
• Update each Lead record as follows (use the edit (pencil icon) button):
• Lead Information is complete
• Lead Status is updated to current status
• Corporate Clubs and Club Sponsor Contact (1) and (2) are completed where necessary
• In the Related tab:
• Add Notes to document pertinent status information and next steps
• Attach Files as necessary
• In the Activity tab:
• Add any Upcoming or Past Activities dictating next steps
• Complete any Upcoming or Past Activities as necessary

Meeting agenda: (occurs within June 1-30)

• Review page 2 of the CGD Handbook 
• Review page 6 of the CGD Handbook and how it relates to the mission of the district 
• Review the district's goal achievement over the past year 
• Address any pressing business that may impact the incoming officers
• Review the Club-building initiatives and marketing programs/campaigns
• Discuss what events, teams and/or procedures...
• Led to the most success for the district
• You wanted to create/do, but didn’t get a chance to
• You would have done differently if you knew then what you know now
• Review the following programs purposes, objectives and how the incoming CGD can leverage and support them toward district success
• Club Sponsor Program
• Club Coach Program
• Club Mentor Program
• Ask if they received the email and checklist from Toastmasters International World Headquarters (being sent June 1st) and if there are any questions you can help answer

JULY 1 - All TLM accounts will be transitioned to the incoming CGD and all previous TLM users will no longer have access

Incoming CGD Transition Checklist ☑

Preparing to step into your role: (June 1 - June 30)

• Attend a transition meeting with your district's outgoing CGD
• Read the CGD Handbook
• Brainstorm your future Marketing Team
• Who would you want to join you in your efforts as the CGD?
• What roles/positions would they hold?
• What would their responsibilities be?
• What management style would you take?
• Would you hold weekly/biweekly/monthly meetings?
• Submit your TLM team request to Corporate Relations
• There is a maximum of three (3) users per district. Choose users who will be actively using the TLM to generate, manage and follow-up with the leads.
• All users need to be approved by the District Director. Include the DD on the email request.
• Submit this information:
  • District
  • Title (Example: Club Growth Director)
  • Full Name
  • Email Address
• Familiarize yourself with the Toastmasters Lead Management (TLM) system and brainstorm how you think you can leverage the TLM with your future Marketing Team.
• Log into the TLM system at insightly.com
• Supported Browsers: Use only Chrome or Firefox to access the TLM program. All other browsers are not supported by Insightly. Internet Explorer is not supported by Insightly.
• Review the tutorial resources TLM Best Practices and Guidelines and watch the TLM Webinar Recording
• TLM Best Practices and Guidelines are found in The Meeting Room Club Growth Director Community and also the District Marketing Team webpage on Leadership Central scroll to the bottom of the page to find Related Resources
• TLM Webinar Recording is found in The Meeting Room Club Growth Director Community

July 1st - Invitation email to join the TLM (powered by Insightly.com) will be sent to your primary email address (and your TLM team members/users); once you have registered, full access to the TLM will be granted.