Secretaries Bootcamp
Presented by Aimee Flordeliza, 2017 Area Secretary, JCI Metro Area
Last Jan 14, 2017 in Paraiso ni Baste, Valenzuela City, Philippines
During the Area Council Meeting
Outline
JCIP Philippines Structure
What are the areas of responsibility of the Secretary?
My arsenal of tools
Updates
Resources Available
3. 2014 until now
2014 Treasurer, JCI Alabang
2015 President, JCI Alabang
2016 Area Awards Chairman, Metro Area
2017 Area Secretary, Metro Area
4. Secretaries Bootcamp
1. JCIP Philippines Structure
2. What are the areas of responsibility of the Secretary?
3. My arsenal of tools
4. Updates
5. Resources Available
5. JCI Philippines Structure
Local
Organization (LO)
Regions
Area
National JCI
Philippines
Area 2 –
Metro Area
Metro
South
Ortigas
Metro East
SJ
Dambana
Metro
North
Bocaue
Metro Rizal
Baras
Area 1, 3,
4, 5
National
President
Area Vice
President
Regional Vice
President
LO President
National
Secretary General
Area Secretary
Regional
Secretary
LO Secretary
6. 5 Major Areas of Responsibility
1. Service to the President
2. Service to the Board of Directors
3. Service to the Membership
4. Communication and Correspondence
5. Maintenance of Records
Source: JCI Local Action Guide, Local Secretary
7. Service to the President
Advise on all trends
Advisory status between Chairs
and the President
Prepare the Agenda and discuss
Be an efficient, competent and
enthusiastic assistant to the
Local President
Robin – the sidekick
8. Service to the BOD
You are the most senior BOD
Work closely with the Local
Treasurer
Secretarial Assistance
Help Public Relations Director
Keep the BOD up to date
The Big Sister
9. Service to the Members
Available to answer questions
from the membership
Schedule meetings and
supervise arrangements
Send reminders
Public display of agenda
Make minutes available
Calendar of Events
The Hotline
10. Communication, Correspondence
Manage LO Correspondence
Reminders
Effective contact between other
local organizations, with JCIP,
National Officers
Update Membership Directory
The Scribe
11. Maintenance of Records
Maintain all historical files
Membership records
Project records files
Record-keeping guidelines
PCR – Project Completion
Report
Admin requirements
eJCIPEA
The Librarian
12. JCI Timeline
Ramping up
• Planning
• Induction
• Admin
requirements
• Voting
Delegate Form
(VDF)
Doing phase
• Meetings
• Projects
• PCR
• Monitor
JCIPEA
• Communicate
within LO
• Communicate
outside
• Encourage
better
documentation
Awards Phase
• Lead the Bids
Team
• Provide content
Transition to
Next BOD
• Assist in the
Election
• Turnover to
next Secretary
• Help train the
BOD
13. Setting the Agenda
•The Agenda communicates important information such
as:
1. Topics for discussion
2. Presenter or discussion leader for each topic
3. Time allotment for each topic
•Protocol officer
•Distribute ahead so people can prepare
14. Sample Agenda
ANNEX PIC Action Required
I.
I.1 AVP Chai Talag
I.2
I.3
II. ASec Aimee Flordeliza
III. AVP Chai Talag for approval
IV. APPROVAL OF MINUTES: METRO AREA COUNCIL PLANNING A AVP Chai Talag for approval
V.
V.1 B ASec Aimee Flordeliza
V.1.1 House Rules implementation and checklist for information
V.1.2 List of LOs in good standing as of Dec 31, 2016 for information
V.1.3 JCIP - NOM Policies, JCIPEA, and jci.org.ph Deadlines for information
V.1.4 jcimetroarea.org and 2017 Metro Area Directory for information
V.2 B ASec Aimee Flordeliza for information
V.2.1 SEC Registration of Metro Area LOs and status
V.3 ASec Aimee Flordeliza for approval
V.4 AAC Jan Co for information
V.5 C ATD Ran Pilapil for approval
V.5.1 Training Plan for information
V.5.2 Survey Results for information
Area Development Council Report
ROLL CALL / DECLARATION OF QUORUM
ADOPTION OF THE AGENDA
BUSINESS MATTERS
OPENING FORMALITIES
Area Legal Counsel Report
Area Training Director Report
Call to Order
National Anthem
JCI Values / Mission/ Vision
Area Secretary General Report
Area Awards Chairman Report
20. JCI Metro Area Facebook Page
JCI Metro Area
Facebook
•Keep it updated
•Upload photos also in
your Facebook Fan
page (not just
personal Facebook)
Making it searchable in Google
21. JCI Metro Area Website
jcimetroarea.org
We paid USD
20 for the
domain
29. JCIP Membership Dues Deadlines
•January 31, 2017 – Early Bird Deadline
–P1,400 per member
Starting Feb 1 onwards – P1,700 per member
•March 31, 2017 – Deadline for Voting Rights
•August 2017 – LO Awards Categories
30. NOM Policy - Induction Matters
•Item #1 - Scheduling and compliance prior to induction
–The LO to settle its membership dues.
–The LO to submit LO directory, history, membership list or
membership database and latest LO Constitution and By-Laws.
•Item #4 - Charging and Inducting Officers
–RVP to act as Charging Officer or in his/her absence
any Past RVP;
–AVP to act as Inducting Officer or in his/absence
any Past AVP;
31. NOM Policy - Reminders
•Item #19. Solicitations / Pledges or asking for donations
should not be entertained by the National Board.
•Item # 20. The use of the “Secretary General” position
will only be applicable to the NOM and JCI. The LOs are
directed to observed its proper usage as “Secretary” for
the LOs, and to the Regions and Areas it should only be
“Regional Secretary” and “Area Secretary” respectively.
32. JCIP Deadlines
January 15, 2017
1. Jci.cc and jci.org.ph registration
2. Plan of action and budget
3. LO Training Plan of Action
4. Appointment of Local Training
Director
March 31, 2017
1. President’s Resume
2. Local Membership List
3. Adoption of Theme “Be Better” and
NOM Tagline, “Strength in Unity”
34. How to Register in jci.org.ph
1. For those with existing accounts: Log-in to myjcip.jci.org.ph and update
your 2017 position; For those who have not registered yet, Log-in to
myjcip.jci.org.ph and build your profile.
2. For National Board Members and LO Presidents, your updated profile or
new registration will be submitted to the NSG for approval . An email
notification will be sent once approved. Only then can you use your account
as NB or LO President.
3. For members, their updates or registration will be submitted to their
respective LO Presidents for approval.
* For 2017, the number of members that can be given myJCIP profiles will
correspond to the number of paid members in JCIP files.*
35. eJCIPEA
eJCIPEA will soon be activated
Excel template and guide – distributed
Feb 15 - Reports from October to January
Every 15th of the month
Quarterly Deadlines will be announced by NSG
JCIPEA course in Avante!
37. Resources
•JCI Metro Area site – jcimetroarea.org
•RESOURCES for LO Presidents and LO Secretaries
•METRO AREA CALENDAR
•Matters Related to JCI Philippines
•Links to Awards site, JCIP Advantage Site, JCI
Philippines Constitution, JCI Policy Manual
•JCIP Circulars