Below are the steps and milestones that must be met for a successful club coach to earn credit toward the education program.

• The club coach must serve at least six months.
• The club coach may not join the club during their appointment.
• The club coach must submit and complete the required forms:
  • The Club Coach Preliminary Report within 30 days of appointment
  • The Club Coach Progress Report every 60 days
  • The Club Coach Final Report after their appointment has ended
• Once the six-month term concludes, the coached club must attain at least Distinguished status by the next June 30. If the Club Success Plan is missing but all other Distinguished benchmarks are achieved, the Club Coach remains eligible for credit.
• To receive credit, the Club President (or officer delegate) of the coached club must notify World Headquarters in writing.
• To earn an additional education credit toward a District leader role, the coached club must also have 20 or more paid members.

If the coach is unsuccessful, the appointment can be extended up to two additional program years.