Club Growth Director Checklist
To download the CGD, click here.
Outgoing CGD Transition Checklist ☑
Before the meeting: (May 1- May 31)
- 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 are completed where necessary
- Add Notes to document pertinent status information and next steps
- 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
Meeting agenda: (occurs within June 1-30)
Incoming CGD Transition Checklist ☑
Preparing to step into your role: (June 1 - June 30)
- 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?
- Log into the TLM system on District Central and click on Leads and Prospective Clubs
- Review the tutorial resources TLM Best Practices and Guidelines and watch the TLM Webinar Recording
- TLM Best Practices and Guidelines are found on 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 on the Toastmasters website here or by searching Club Growth Director Resources.