Stay on Track with your Tasks

This course supports secretaries throughout the year with the month-by-month tasks that are required of them, which will help set the chapter up for success and help them continue to grow as principled business leaders. Following this roadmap will ensure that no tasks are forgotten and that you have access to the in-time training and resources you need to be successful.

  • Identify the monthly tasks expected of the secretary
  • Access relevant resources to complete tasks

Course curriculum

    1. How to Navigate this Course

    2. Personal Goals

    1. July Overview

    2. July Checklist

    3. Perform Status Updates

    4. Update the Chapter Calendar

    5. Revise the Chapter Success Plan

    6. Prepare for the Chapter Kick-Off Meeting

    7. Communicate with Chapter Officers

    8. Communicate with the Chapter

    1. August Overview

    2. August Checklist

    3. Update the Chapter Address

    4. Attend the Chapter Kick-off Meeting

    5. Attend the Chapter Code of Conduct Refresher

    6. Attend the Regional Assembly

    7. Communicate Chapter Meetings and Events

    8. Perform Status Updates

    9. Update the Chapter Calendar

    10. Take Meeting Minutes

    11. Conduct a Member Needs Assessment

    12. Execute the Chapter Success Plan

    1. September Overview

    2. September Checklist

    3. Attend the Chapter Kick-off Meeting

    4. Attend the Chapter Code of Conduct Refresher

    5. Attend the Regional Assembly

    6. Communicate Chapter Meetings and Events

    7. Perform Status Updates

    8. Update the Chapter Calendar

    9. Take Meeting Minutes

    10. Report New Chapter Officers

    11. Execute the Chapter Success Plan

    1. October Overview

    2. October Checklist

    3. Communicate Chapter Meetings and Events

    4. Perform Status Updates

    5. Update the Chapter Calendar

    6. Take Meeting Minutes

    7. Update the Roster

    8. Prepare for Officer Transition

    9. Promote and Register for Elevate

    10. Execute the Chapter Success Plan

    1. November Overview

    2. November Checklist

    3. Attend the Officer Transition Summit

    4. Communicate Chapter Meetings and Events

    5. Perform Status Updates

    6. Update the Chapter Calendar

    7. Take Meeting Minutes

    8. Report New Chapter Officers

    9. Promote and Register for Elevate

    10. Execute the Chapter Success Plan