PLANNING, CONDUCTING AND EVALUATING A

Toastmasters

Leadership

HANDBOOK 2014 - 2015

ACKNOWLEDGMENTS

A Toastmasters Leadership Institute (TLI)

exemplifies Toastmasters’ commitment

to learning, personal development, and

leadership. This TLI Handbook is the

result of six highly successful TLIs, one

of which constituted my High Performance

Leadership (HPL) Project. THANK YOU HPL

Guidance Committee members, mentors,

confidants, and friends:

W.D. Smith, DTM

Carla Clifton, DTM

Benjie Okwumabua, ACS, ALS

Erlinda C. Simmons-Sonedecker, DTM

Area C24 Governor and Division H Assistant Governor

District 40 Education and Training/Program Quality Committee – TLI Representative

May 2014/Revised February 2015

II.II.II.II.

TOASTMASTERS LEADERSHIP INSTITUTE

TABLE OF CONTENTS

INTRODUCTION ………………………………………………… V

DEDICATION ……………………………………………………. VI

I. PLANNING …………………………………………………….. 1

Organizational Committees …………………………………………………………………………….. 1

Planning Timetable and Communications ……………………………………………………….. 2

Program Development …………………………………………………………….................................. 3

Website Posting/PR/Registration …………………………………………………………………... 4

Logistics (Facilities, Refreshments) ……………………………………………………………….... 5

II. CONDUCTING ………………………………………………. 5

Program Implementation……………………………………………………………………………….. 6

Venue/Accommodation ………………………………………………………………………………… 7

Organizational/Facilitation ……………………………………………………………………………. 7

Certificates of Awards ………………………………………………………………………………….... 8

III. EVALUATING ……............................................... 9

Evaluation/Feedback Process ………………………………………………………………………. 9

Follow-Up (Committees, Presenters, Club Presidents) ..…………………………………. 11

In Closing .……………………………………………………………………………………………………. 12

III.

IV. APPENDIX ………………………………………………….. 13

Planning ………………………………………………………………………………………………………. 15

Conducting…………..…………………………………………………………………………………………. 25

Evaluating …………………………………………………..……..……………………………………........... 39

Resources ……………………………………………………………………………………………………… 53

Thank You……………………………………………………………………………………………………… 61

Make a Commitment ………………………………………...……...……...………………... back cover

PLEASE NOTE: This TLI Handbook was developed for the sole purpose of

enhancing the quality of Toastmasters Leadership Institute (TLIs) in District 40,

Toastmasters International. It is not intended to duplicate information included in

any Toastmasters International publications, particularly the Training Club

Leaders Booklet. Where information from the Booklet is included, it is

appropriately referenced.

IV.

INTRODUCTION

A handbook is a concise guide or reference book. This Toastmasters Leadership Institute (TLI)

Handbook reflects experiences, ideas, and suggestions from six successful TLIs conducted in

Division 40 attended by 908 fellow Toastmasters. It is not intended to duplicate information

included in any Toastmasters International publications, particularly the Training Club Leaders

Booklet. Where information from the Booklet is included, it is appropriately referenced by the

abbreviation (TCL) and page number, for example (TCL, 7). Throughout the Handbook the

abbreviation TLI will be used interchangeably with Toastmasters Leadership Institute. The Training Club Leaders Booklet provides many resources and a systematic "nuts and bolts"

approach. As an example, the Booklet references the "Achieving Success as a Club Officer"

scripted training modules. This series should be the core for the Club Officer Training, whether

it’s completed in a Traditional or TLI format. The Booklet and this TLI Handbook are “must

reading” for anyone associated with a successful Toastmasters Leadership Institute.

This TLI Handbook is organized around the themes of Planning, Conducting, and Evaluating a

successful Toastmasters Leadership Institute. It is designed as an "easy read" with information

that highlights what we learned. My intention is to contribute to District 40 TLIs being even

more effective than the high quality level they already exemplify. Enjoy insights that originated

with your fellow District 40 Toastmasters and JOIN THE CROWD at our next Toastmasters

Leadership Institute!

“The best delivery is a conversational one" RS

This quote from Ralph Smedley, the founder of Toastmasters International, sets the stage for this

TLI Handbook. I'm going to tell you a story that we will talk about with each other and our

Toastmasters friends. Most importantly, it could serve as a "call to action" to improve the

Toastmasters Leadership Institutes (TLIs) offered in District 40.

You'll see quotations from Mr. Smedley throughout the Handbook. Just as the one above, they

will be identified by his initials, RS. Other quotations will include the author’s name.

The Handbook also includes "GEMS" gleaned from the six Toastmasters Leadership Institutes

cited in this Introduction. A gem is defined as a polished precious stone, one that is highly

treasured. I saw many “GEMS” at our TLIs and will share them with you!

Sit down, have a cup of coffee, and let's visit with one another for a little while.

Regards,

Erlinda (ECSS)

V.

DEDICATION

FRANK CHI (1954 – 2015)

In everyone's life you meet a few people who really

make a difference and the world is a better place.

Frank Chi was such a person. Frank’s family, Taiwanese

heritage, and faith always came first, but he loved

Toastmasters. We all miss him.

Frank was a Distinguished Toastmaster (DTM) in every

sense of the word. He was our unofficial TLIs Photographer.

Frank was a Leader, a TLI Presenter and Committee

Chairperson, and even once went to his car to get a USA flag

when none was available! He will be remembered!

His inviting smile and helpful attitude made everyone

feel happy and valued. Frank Chi mentored countless

fellow Toastmasters and served as a role model for all

of us. Those fellow Toastmasters will be Frank’s legacy.

Rest in peace good friend.

VVVVI.I.I.I.

I. PLANNING

"People will willingly follow a leader when they know where he's going" RS

Remember, Mr. Smedley (did he say “he”?) grew up in a time when men were given more

opportunities to lead than women. In fact, until 1973 Toastmasters International was an all male

organization. That was true with most organizations. We forgive you Mr. Smedley.

"If you don't know where you're going, you will end up somewhere else" -Yogi Berra

PLAN (Noun) - A method or design for achieving a desired end.

(Verb) - To have in mind, as an intention or purpose.

Many of the specific steps you need to follow in planning a successful club officer training

program are in the Toastmasters International Training Club Leaders Booklet. For a successful

Toastmasters Leadership Institute, your efforts need to include the Booklet and the TLI

Handbook.

ORGANIZATIONAL COMMITTEES

We had chairpersons from multiple Areas within District 40. That was great for enhancing

communications and generating interest in the TLIs. Don't just rely on a small clique of

friends. Ask the TRIO (District 40 Governor and Lt. Governors), or other experienced leaders,

for recommendations. Your own networking at various Toastmaster activities will help in finding

people. The TLI Organizational Chairperson sets/monitors Committees’ efforts (Appendix C)

Toastmasters International talks about a 6-8 weeks period for planning. That would be nice. It's

usually shorter. People don't step up to lead and organize TLIs. They need to do that. I

volunteered to lead the January 11, 2014 District 40 TLI at the December 2013 District

Executive Council (DEC) Meeting. Step up, put your name "in the hopper" as part of a personal

long term Leadership Development Plan.

We had our difficulties. One chairperson resigned. However, our responsibilities were clear, we

gave each other helpful suggestions, and each one of us got our part of the planning done.

GEM #1 When possible, be sure each Committee Chairperson has done it successfully before and

understands their responsibility. Try to have each committee have assistants who can "shadow" the chairs

and succeed them. Give each Chairperson a Responsibilities Checklist (Appendix C) with dates for tasks

to be completed. Be sure to review their progress weekly and expect attendance/involvement in planning

meetings and/or conference calls. Let them know they did a great job. Reward them for a job well

done. A small gift would be nice.

1111

PLANNING TIMETABLE AND COMMUNICATIONS

"Leadership is the capacity to look ahead, think ahead, plan ahead, and then influence others to go ahead with the plan” RS

Thank goodness for email, texting, conference calls, etc. We never were able to personally meet

as an Organizational Committee with everyone present for any of the successful TLIs that served

as the basis for this TLI Handbook. Busy, busy people! I got very frustrated. I’m sure they did

too. I felt like the guy on Facebook who said "I have 3,214 friends, but I haven't personally met

any of them". Oh well, having a clear Planning Timetable (Appendix A), Key Meetings

(Appendix B) when you can, and confidence in each Committee Chairperson doing his/her job

coordinating Committee Responsibilities (Appendix C), made it work.

Of course, dates need to be coordinated with the District 40 office. It would help if specific TLI

dates would be set in the District 40 Calendar at the beginning of the year for the whole year. As

a TLI Organizational Chairperson, I tried very hard to make sure we followed our Planning

Timetable. My High Performance Leadership (HPL) Project Guidance Committee and I

developed a way to do that. At a midpoint in our planning, I asked the Committee Chairpersons

the following questions (High Performance Leadership (HPL) Manual, 55):

• Are we accomplishing our tasks?

• Are our goals being met by deadline?

• Is the rate of progress acceptable?

• Are we working well together?

• Am I (Erlinda) working well with the group?

• Does our group have team spirit?

• Have conflicts and diversity of views been handled well?

• How do you feel about the work we are doing?

• How do you feel about my (Erlinda) efforts as a leader? (I am not really your leader. We are all

doing our roles. I am just here to oversee the TLI. Every one of us is a leader.)

GEM #2: "The deepest job of belonging comes as one learns to cooperate, contribute, and help." RS

Mr. Smedley's right, and one way to do that is "be on the same page" and clearly communicate. Use the KIT

approach - Keep In Touch. Find a way to do it. We did. Just don't expect to do it with six planning meetings with

everyone present! By the way, leading a TLI is a great HPL project. More Toastmasters should do that!

2222

PROGRAM DEVELOPMENT

"Education is our business; it has been from the beginning" RS

A Toastmasters Leadership Institute (TLI) is a premier educational opportunity for club officers,

as well as potential officers and interested members. Encourage your "newbies" members to

attend. What a great way to learn about our organization beyond the club level! We encouraged

our Club Presidents to match officers with members who are interested in (or have the potential

for) leadership. TLIs are for everybody, so the program needs to not only meet the primary

objective of club officer training, but also offer something for you, and you, and you!

The Training Club Leaders (TCL) Booklet has some insightful thoughts on this topic:

"More than 290,000 members comprise Toastmasters International. Each year more than one-

third of these members leave the organization and are replaced by new members. Each member

stays about two years. This means that most of our more than 75,000 club officers are new and

inexperienced. Yet, we rely on these officers to conduct the Toastmasters program and keep

their clubs healthy and successful. If we want them to be successful, we have to make sure that

they have the knowledge and tools they need. Club officer training provides the knowledge and

tools. Trained club officers can result in more satisfied members, more exciting club meetings,

more new members, more Distinguished Clubs and more Distinguished Districts." (TCL, 3)

Again, the Training Club Leaders Booklet goes into detail on the training curriculum and

references the "Achieving Success As A Club Officer" learning modules with power

point/visuals and handouts. They say that insures quality and consistency. In fact, Toastmasters

International REQUIRES you use these materials. BUT, we can do even better!

In addition to the required training sessions, our TLIs organized the concurrent sessions around

Officer Training, Leadership Information, and Skill Building. We also carefully selected

presenters (a healthy mix of experienced and emerging Toastmasters leaders (Appendix G - TLI

Presenter), confirmed their presentation/facilitation competency (only way to get asked to do it

again (Appendix F)), and quality expectations (presenters were asked to send presentation

materials to us in advance of the TLI, if possible, for review/approval). Expectations for TLI

presentations were communicated through a Presenter's Guidelines/Checklist (Appendix J).

Toastmasters International (TI) cautions "who your trainers (presenters) are is just as important

as the training curriculum". They say (TCL, 7) trainers (presenters) should be:

• Experienced

• Knowledgeable

• Entertaining

• Committed to using Toastmasters International training materials.

3

However, we need to personalize our presentations. The TI materials are primarily providing

needed and necessary information to provide leadership to local clubs. That's good. There is

also a resource in the Successful Leadership Series, "From Speaker to Trainer” that is "must

reading". Remember, trainers facilitate learning, while speakers provide information! Another

helpful Toastmasters International publication is “Facilitating Discussion”. TLI session

participants want to DO something, INTERACT with one another, and most importantly, have a

PLAN OF ACTION to take home to their clubs and make a positive difference for their

members.

I wish our TLI Programs were based on more systematic feedback from our D40 Clubs to better

address individual clubs, officers, and members. The feedback from each TLI I chaired set the

stage for an even more successful next TLI, but most people may not be as willing as I was to

take the time to make that happen. It was worth it. Look at the evaluations! Do something

constructive with them. More on this later.

GEM #3: A Toastmasters Leadership (it could be Learning too) Institute (TLI) is too important to leave to chance. It is

not enough to do "same old, same old" with program presenters or topics. Find the right topics, then presenters, and do NOT

take just anyone who wants to do it just to fill a slot. The evaluations will show when poor program planning and selection of

topics/presenters occurs. Settle only for the best! Seek ideas from other TI Districts (Appendix Z) "If it doesn't challenge

you, it won't change you" Fred DeVito (Danny's brother?)

WEBSITE POSTING/PR/REGISTRATION

"People pay attention when something that is said connects with

something they greatly desire" John C. Maxwell

Again, timing is everything. With the help of the District 40 office/website, information,

registration, and promotion about upcoming TLIs should not be a problem. If the TLI is large

enough, such as the D40 TLI that our Division H hosted, the District Website should include an

RSVP with a TLI Session Choices Survey (Appendix W).

The key PR effort needs to happen at the club level! For goodness sakes, the primary purpose of

the TLI is to train CLUB officers and leaders. Coordinate these efforts with Club Presidents

directly, often, and continuously. Ask yourself, do I do enough with communicating,

encouraging, and supporting TLIs as a Club President? Area or District Governor? The

Toastmasters International Training Club Leaders Booklet has some good ideas and we

developed a “Club President’s Checklist For A Successful TLI” (Appendix E) to facilitate their

involvement.

GEM # 4: "A trained club (with all officers trained) is 7 times more likely to be a Distinguished club than

one that does not focus on officer training" Robert O'Donnell, PDG. Registering for a TLI should be more than

for just "getting credit". Toastmasters International reports that clubs who trained at least 4 officers each term have

an average of 9 new members during that same year. That should be enough PR to bring motivated club officers to

every TLI! An Advance TLI Flyer (Appendix D) and the on-line Registration/RSVP (Appendix H.) are critical pieces

of the Information/Registration process.

4

LOGISTICS (FACILITIES, REFRESHMENTS)

"At least they could have had a TLI sign on where to park.

Can you believe they ran out of coffee AND bottled water?" -An anonymous disgruntled TLI attendee

(probably not from D40........)

What can I say? There is no question the location, clear directions, setting, convenience,

amenities, food, and knowing where the bathrooms are located all contribute to a successful

TLI. This always seems to be a challenge, and is a little frustrating when these concerns show up

on TLI evaluations. Toastmasters International recommends that libraries, churches, and

corporate offices may work best if you don't have much/any money (which is usually the

case). Read about it in the Training Club Leaders Booklet (TCL, 5, 6). It is very important that

the location selected has an easy public access.

GEM #5: "We learn best in moments of enjoyment" RS Ralph had it right, again! It is fun to call each club to see who can bring the bananas. Seriously, such

things as asking each club to bring refreshments (and staying for the TLI), networking over yogurt, and

having something to eat and drink at a TLI that runs from 8:30am to 1:00 pm is good stuff. Do not

underestimate its importance! If food is donated by a store or company, (give them one month advance

notice for their accounting purposes) give them credit with a nice sign by the food (free PR for them.

Carla Clifton, DTM, really knows how to get this done!). Don't forget a personal Thank You

note.............I love that word LOGISTICS. It seems like it's used on every TV commercial I've seen

recently. The TLI Venue Components/Set-Up (Appendix X) must be in place for a TLI to run smoothly.

Questions about TLIs (Appendix N) are easily answered by using Toastmasters International website,

Publications (Appendix T), Magazine (Appendix U), and Internet/On-Line (Appendix V).

II.II.II.II. CONDUCTING

"Toastmasters is learning through doing and improving through criticism" RS

CONDUCT (verb) - To guide or show the way; keep within bounds or on a course; operate

smoothly.

Chairing a Toastmasters Leadership Institute is like choosing a neighborhood group of other kids

and putting together a play for the kids across the street. You plan the performance, pick your

actors, learn your lines, and entertain the crowd. That day of the play can be exciting, scary, and

satisfying. So it is with a successful TLI!

5

PROGRAM IMPLEMENTATION

"I hope they have good topics and speakers.

I really want to do a good job this year.”

-A Motivated New Club Officer

We've talked about planning the program. What's it look like when it actually

happens? Toastmasters International recognizes two formats for training (TCL, 5). The

requirements for club officer training are very specific (Appendix Y, TCL, 5 and 12). The

Traditional Format has one or two trainers train all club officers as a group in one room during

an evening or weekend training session lasting about four hours. That does not sound like much

fun. The Toastmasters Leadership Institute utilizes training programs that are conducted

concurrently as courses. TLIs provide value in the “following ways:”.

1. The schedule and courses offered make it flexible for club officers, and

2. Club officers can choose their electives, so they can attend sessions that are of special

interest to them (TCL, 5). We know they should also be a lot of fun!

Quality control seems to be a focus, as it should be. We tried to be attentive to that in the

following ways:

• Sessions were set up to facilitate INTERACTION. Most attendees do not want to watch

a power point presentation for 40 minutes. A Presenter's Guidelines/Checklist

(Appendix- J) helped in this regard. A Facilitator assisted each Presenter and was given

specific tasks ((Appendix K - Facilitator's Guidelines/Checklist).

• The sessions were arranged to complement, not conflict with, each other. For example,

the President's training session wasn't scheduled at the same time as "How to Become a

Distinguished Club" or VP Membership at the same time as “Recruiting New Members”.

• The printed program reflected a clear, professional image worthy of a "premier

educational opportunity" (Appendix I-1, I-2 - D40 Toastmasters Leadership Institute

Programs/Agendas). You can do it. We did. Find a printer who will donate the

printing. Give them credit in the program or during the TLI's General Session

comments. Find a Toastmasters member who is a printer, or a corporate club in the TLI

Area(s) who can take care of it. Just do it. It's worth it!

GEM #6: A Toastmasters Leadership Institute Program will be well received if it is based on club

needs, includes exceptional presenters, is organized to run smoothly, and includes everything needed

(Agenda, Schedule, Evaluation Form, Calendar of Events – Appendix I-1, I-2 - D40 Toastmasters

Leadership Institute Programs) by those attending. Give it the professional touch it deserves!

6666

VENUE/ACCOMMODATIONS

"They really have their act together" A happy TLI attendee

The day of the TLI starts with lots of helpers. My experience has been most positive in this

regard. Many times the venue has been arranged by a fellow Toastmaster who works at the

location, attends there (such as a church), or often uses the facility (library). That is great, since

most of those venues are FREE, and the setup (Appendix X) is usually easy to accomplish.

You know the drill. Committee Chairs need to be there at 7:00 am for half day or all-day TLIs.

Put up the signs. Put out the food. What? Who can't be here to present??!! Are all the

certificates signed? Get someone to make sure the microphone works! Make sure every session

room is ready (lectern, projector, laptop, tables-much better than rows of chairs). Copies of all

handouts from each session should be available to everyone who attends the TLI as part of a

Resource Center. Take a big breath and open the doors!

ORGANIZATION/FACILITATION

“This is really where the "rubber hits the road." Some helpful hints:

• Signs, signs, and more signs. Maybe it's just because everybody hasn't had their coffee

yet, but no one seems able to find where they are going. DO BIG SIGNS in the parking

lot, a positive attitude starts right there!

• Have greeters who have ASK ME name tags (good ideas Liz Reed, ACS, ALB) to help

people find their way, or help answer any question about the TLI, Toastmasters, etc. This

is great for "newbies". There is a lot of "alphabet soup" in our organization. Do you really

know what every acronym stands for?

• Be sure the Welcome/Comments accurately include all information, not "I'm not sure

where the bathrooms are located". Keep the refreshments replenished (even if you have

to ask your spouse to go get some more bottled water-I did!). Ask Don Schulze, DTM,

for ideas. His committee put out a spread!

• Start and end on time (early if possible). REPEAT … START AND END ON TIME! If

you are organized this will not be a problem and everyone really appreciates it!

“If you do not respect time, you are not respecting your audience.”

-Mel Kelly, CTM, CL

GEM #7: Hopefully all the Logistics mentioned above won't either be the highlight of the TLI or the

thing people remember most. However, if those things are not in place and do not go smoothly, you can't

really call it a most successful TLI.

7777

CERTIFICATES AND AWARDS

“You can benefit from the wisdom of others, and

you can give them full credit” RS

"It's about celebrating each other!"

-Erlinda C. Simmons-Sonedecker, DTM Those of you who know me know WE CELEBRATE at any of the events for which I am

responsible. Ok, so the group picture of everyone who attended the Area 75H Speech and

Evaluation Contest was a little "corny". BUT, isn't that a big part of what Toastmasters is all

about? I am not too hot on door prizes, but if you can do it and you like it go ahead!

One of our Division Governor friends (Erik Jul, ACS, ALS) put it best at a Division Speech and

Evaluation Contest. He said we are about "fun and fellowship, with like-minded people, in a

mutually supportive atmosphere, dedicated to each person's personal growth" Why not celebrate

that every chance we get?

If we are going to do it, let's do it right! I like certificates (Appendix L). Some people do

not. Why not start a folder for your certificates and awards? Let it serve as a commemoration of

all you've done for Toastmasters. Give a certificate to each of your grandchildren (at a recent

Speech and Evaluation Contest, the winner's (Shirley McPherson, DTM) grandchildren were

“discussing” who gets to put the trophy in their room!). In any case, don't be so ungrateful not to

appreciate the intention of certificates and awards.

GEM #8: It's worth it to take a few minutes at the conclusion of a Toastmasters Leadership

Institute to recognize those people who contributed to its success. Also be sure to acknowledge

(stand up!) all new first-time club officers at the TLI Opening or Concluding Remarks.

A SPECIAL NOTE: please "stick around" for that part of the program......you didn't want to go

right home and mow the yard anyway.

8

III. EVALUATING

"One of the most important factors in Toastmasters is evaluation." RS

"Fact-finding without suggestions for improvement is a waste of time." RS

EVALUATE (Verb) - To examine carefully; to determine the value of; to appraise

EVALUATION (Noun) - A systematic determination of a subject's merit using a set of

standards; enables reflection, inquiry

EVALUATION/FEEDBACK PROCESS

This is the real Moment Of Truth! I am most proud of the way we approached Evaluation in the

six TLIs cited in this Handbook. We did some things differently, with lots of positive feedback.

The Training Club Leaders Booklet includes ONE paragraph on evaluation, Step 8: GET

FEEDBACK (TCL, 10) and a sample form in the Appendix (TCL, 15). They are "on-target"

when they say "Use the feedback to determine how to improve the next training session and to

select future presenters". However, there is little information on how to accomplish those

desirable outcomes. Maybe the author just got tired of writing, just like I am at this point. But

this topic is too critical to slow down!

Our evaluation/feedback process was successful because of the following:

• Expectations were made very clear to the organizational committee chairs, presenters,

and facilitators.

• Support and encouragement was provided to all concerned.

• Evaluation/Feedback information was provided for the committee chairs, presenters,

organizational chair, and the District 40 Office. It was also shared with the Club

Presidents at the last three TLIs.

• Most importantly, the results can be instrumental in improving the next TLI! The June 7,

2014 TLI participants rated the Overall Program at 97% Excellent/Very Good, the BEST

TLI EVER! Let’s make the next and the next TLI “The Best Ever!”

9

How did we do it? First of all, we used ONE form to accomplish all of the above (Appendix O

Evaluation/Feedback Form). It was inserted inside the printed program and TLI participants

carried it with them throughout the Institute. It worked for a number of reasons:

• The importance of the process, how to fill out the form, returning it before you leave for

the day (our greeters became "door police" to be sure no one left without completing their

evaluation) etc., were all emphasized and re-emphasized during the Welcoming and

Concluding Remarks.

• Each presenter emphasized the importance of the Evaluation/Feedback Form. (PLEASE

NOTE: a separate form was NOT used in each session. Presenters received excellent

feedback, however. More on this later).

• The Concluding Remarks ended with the comment, "If you don't return your completed

form, you can't go home." Do you get the picture that evaluation must be an important

part of a successful Toastmasters Leadership Institute (TLI)?

Let's take a closer look at the Evaluation/Feedback Form. Each area represented by the TLI

Organizational Committees is included. The Keynote Speaker (if you choose to have one) is also

included in this section. Each Session is evaluated (more on the Presenters later). All of those

aspects of the TLI are rated from Excellent/Very Good-3 to Not So Good-1.

I know, Needs Improvement might have been a better designation. As usual at TLIs, there were

Evaluation Questions about What We Did Well, Could Do Better, and Include In Future

Training. I often wondered what happened to the answers to those questions in other TLIs. Do

you know?

By having a space for Comments on the right margin of the Evaluation/Feedback Form, the ease

of completion and the "richness" of the process were enhanced. We received 124

Evaluation/Feedback Forms from the 153 participants at the January 11, 2014 TLI! That's 81%!

The return at the June 7, 2014 TLI was almost 90%! They took it seriously too. The comments

were thoughtful and helpful to share with all concerned. Some said it was their best feedback

ever.

GEM #9: There is limited information regarding evaluation/feedback in the Training Club Leaders

Booklet. Evaluation should never be an afterthought. I wish I would have had a "debriefing" meeting

with the TLI Organizational Committee to review our efforts and share our thoughts. Oh well, maybe

next time.

10

FOLLOW-UP

(COMMITTEES, PRESENTERS, AND CLUB PRESIDENTS)

"They said what about me?" TLI Presenter

Each of the TLI Committee Chairpersons, the Keynote Speaker, and Session Presenters received

a copy of the Evaluation/Feedback Results JUST FOR THEM (Appendix S-1 through S-4, you

can't miss them)! The overall results, or some form of summary, should also go to the Club

Presidents of the clubs who had members attending the TLI. The Evaluation/Feedback

Summaries speak for themselves. Take time to read them carefully. Do you see yourself in any

of the comments? The quality of the comments for individual Presenters was outstanding

because:

• The importance of the evaluations was made clear throughout the TLI by many people.

• The format of one form for everything made it easy to keep track of and complete.

• The individual session/presenter evaluations were not returned to the presenter in the

session (my buddy will know I said that about him, he just took the form from me!).

• Each presenter’s evaluation comments were compiled and CONFIDENTIALLY sent to

them as a summary (examples in Appendix S). As a side note, I got a number of emails

from the presenters thanking us for the process. Their comments ranged from “most

helpful feedback I’ve gotten from a TLI” to “Sorry Erlinda, I knew I just wasn’t on my

game.”

Each of the TLI Evaluation/Feedback Overall Summaries, and selected attachments, was sent to

the District 40 office. I am encouraged by their support and have always felt free to ask for

information and assistance from them.

It is fitting that the last section of our Toastmasters Leadership Institute (TLI) Handbook focuses

on Evaluation. Our TLIs utilized the Evaluation Form included as Appendix O, the Overall

Summaries as Appendix P-1, P-2, and P-3, and the Evaluation Comments (Appendix Q).

Finally, each TLI participant at the last few TLIs were able to record things learned, “Take

Aways” (Appendix R) that included “Our Club TLI Follow-Up Plan of Action”. Our focus

always needs to be translating education into action for a successful Toastmasters Club.

11

IN CLOSING

The Toastmasters Leadership Institute (TLI) is an important part of the foundation for personal

growth that we all value as Toastmasters. I am hopeful that this TLI Handbook will be a useful

resource whether you are planning, leading, participating in, evaluating, or benefiting from a

Toastmasters Leadership Institute. My sentiments are best expressed in my Concluding Remarks

(Appendix M) at my first TLI serving as Organizational Chairperson. Have fun! Make a

Difference!

SAY HELLO AT THE NEXT TLI!

12

TOASTMASTERS LEADERSHIP INSTITUTE (TLI)

HANDBOOK

IV. APPENDIX*

PLANNING…………………………………………………….… 15

A. TLI Planning Timetable …………………………………………………………..………………. 16

B. Organizational Committee Meeting Agenda…………………………............................. 17

C. Committee Responsibilities …………………………………………………………………….. 18

D. TLI Flyer ………………………………………………………………………………………………... 19

E. Club President’s TLI Checklist …………………………………………………………………. 20

F. Presenter’s Communication ………………………………………………………………… 22

G. TLI Presenter Letter …………………………………………………………………… 23

H. D40 Website Posting/RSVP Confirmation ……………………………………………….. 24

CONDUCTING…………………………………………………. 25

I. TLI Programs/Agendas ………………………….………………………………………………. 26

I-1 January 11, 2014 TLI ……………………………………………………………………… 26

I-2 June 7, 2014 TLI (with Evaluation/Feedback Form) ………………………. 28

J. Presenter’s Guidelines/Checklist ………………………................................................... 32

K. Facilitator’s Guidelines/Checklist ………………………..……………………………….... 35

L. Certificate of Appreciation ……….……………………..……………………………………... 36

M. Concluding Remarks ………………………………….………………………………………….. 37

N. Frequently Asked Questions about TLIs ………………………..…................................ 38

13

EVALUATING …………………………………………………. 39

O. Evaluation/Feedback Form ………………………………………………………………….. 40 P. Evaluation: Overall Summary Charts ……………………………………………………... 41

P-1 Program Summary (1/24/2015) …………………………………………………… 41 P-2 Overall Summary (1/11/14) …………………………………………………………. 42 P-3 Overall Summary (6/7/14) …………………………………………………………… 43

Q. TLI Evaluation Comments (1/24/15) …………………………………………………… 44 R. TLI “Take Aways”/Follow-Up Plan ………………………………………………………… 47 S. Evaluation Summaries – Presenters (Examples) ……………………………………. 49

S-1 VP of Education (Officer Training) ……………………………………………….…... 49 S-2 Treasurer (Officer Training) …………………………………………………………….. 50 S-3 High Performance Leadership (HPL (Leadership Information) ……….…. 51 S-4 Winning Speech Contests (Skill Building) …………………………….................... 52

RESOURCES …………………………………………………… 53

T. Toastmasters International Publications ………………………………………………… 54 U. Toastmasters Magazine/ Article/D40 Success Times Articles ………………….. 54 V. Internet/On-Line ……………………………………………………………………………..….…. 54 W. TLI Session Choices Survey/RSVP …………………………………………………………... 55 X. TLI Venue Components/Set-Up …………………………………………………………........ 57 Y. Toastmasters International Requirements for Club Officers Training …….… 59 Z. Ideas from Other Districts ………………………………………………….............................. 59

THANK YOU ………………………………………………….. 61

MAKE A COMMITMENT ………………….. BACK COVER

*The APPENDIX is annotated and includes my notes in boxes

appropriately labeled. All templates for TLI Programs, Agendas, and Forms

are available in a PDF Format upon request - erlindasimmons58@yahoo.com

14

PLANNING

15

A. TLI PLANNING TIME TABLE

JUNE 2013

SUNDAY MONDAY TUESDAY WEDNESDAY THURSDAY FRIDAY SATURDAY

Patty –

Soliciting

speakers/

presenters

May 30-

Committee

Meeting, 6-7:30

PM – Tim

Horton’s, E

Broad Street

Check with the

Action Plan

Committee’

Progress Report:

Recruiting Sub

Committee

1

2

JUNG JING –

Circulating draft

copies of the

flyer to all the

Committee for

proof reading

and approval.

Try to use

Toastmasters

LOGO and

template

3

GUIDANCE

COMMITTEE

MEETING

TELECON

FERENCING

6 PM – 7 PM

(Read page 60

from HPL

Manual)

4

JUNG

JING –

Publishing flyer to

Division and D40

website. (He

needs help with

this.)

5 6 7

Check Progress

Report from all

Committee

8

9 10

SEAN CRESS –

Send sample

Template of

Speakers,

Certificates to

Erlinda for

review

11 12

BEV – Secure

from Steve Grant:

1) Sign In Sheet

13

Check again with

the Committee –

Need status

report/progress/

problem

14 15

16 17

PATTY – Start

circulating draft

copies of the

Program and the

Evaluation to all

Committee for

proof reading

and approval.

18

TELECON

FERENCING WITH

THE COMMITTEE

6-7 PM

Dial in: 605-475-

3201

Access Code:

632346#

19

SEAN CRESS –

Individualize

Speakers

Certificates;

Prepare name

tags

PATTY – Get the

final copies of the

Program and

Evaluations to all

Committee

20

BEV – Printing

and making

Packets.

ERLINDA – Sends

thank you letter

to all the

speakers

agreeing to do

presentation on

Saturday,

6-22-13

21

ALL COMMITTEE

AND SUB

COMMITTEE –

PLEASE BE

THERE

TOMORROW AT

7:00 AM – SET

UP THE ROOMS

BE SURE TO

BRING YOUR

BANNERS

22

TLI – 750

PIEDMONT

ROAD, CITY OF

COLUMBUS, OH

8:00 AM – 12

PM.

23 24 25 26 27 28 29

16

B. ORGANIZATIONAL COMMITTEE AGENDA

TOASTMASTERS LEADERSHIP INSTITUTE (TLI)

June 22, 2013

A G E N D A – Action Committee

Where: Tim Horton’s (Phone #614-237-5573)

3965 E Broad Street, Whitehall, OH 43213

Date: May 30, 2013 (Thursday)

Time: 6:00 PM- 7:30 PM

1. REGISTRATION: 8:00 AM – 8:30 PM

2. Program ending at 12:00PM

3. Location: City of Columbus

750 Piedmont Road

Columbus, OH 43224

4. Keynote Speaker – must be very exceptional.

5. Jung-Jing – which website to use. Should be free and easy accessible to members to do RSVP (Ex.

Survey Monkey, etc.)\

6. Flyer – Division and D40 Website ASAP

7. Each club brings their banner.

8. Possible speakers – bring projectors.

9. Reception – NO door prizes. Name tags for ALL Committee and Presenters only; 2 volunteers –

have “ASK ME” tag; all members – sticky note with names only.

10. Refreshments – has to be NUT FREE.

NOTE: Eileen James approved our timing. We are full steam ahead!

17

NOTE: Choosing the presenters

can make or break a TLI.

NOTE: We didn’t mean people!

C. COMMITTEE RESPONSIBILITIES CHECKLIST

A successful Toastmasters Leadership Institute (TLI) requires active committees with clear responsibilities/tasks with a timeline for completion. Usually, an eight week planning period is necessary for all committee tasks to be completed in a timely manner. The TLI Organizational Chairperson oversees and monitors all activities. Committee chairpersons make up the TLI's Organizational Committee. The following Committee (Basic) Responsibilities serve as a framework for the Planning Phase of a TLI:

PROGRAMMING DUE DATE ____ Select TLI topics (with the TLI Organizational Chairperson) and Match/Select Presenters (with assistance). ____________ ____ Create Program/Agenda with Evaluation Feedback Form ____________ ____ Communicate with Presenters regarding Guidelines for conducting their session ____________ ____ Brief Presenters and Facilitators the morning of the TLI on expectations for the day ____________ ADVERTISING

____ Create a TLI Flyer with pertinent information and post it on the D40 Website ____________ ____ Send a TLI Update Flyer to each Club President with specific Information regarding Topics/Presenters ____________ ____ Organize TLI Ambassadors to promote the TLI at individual Club Meetings ____________

REGISTRATION

____ Establish Registration/RSVP on the District 40 Website with a Session ____________ Choice Survey ____ Secure Club Officer Lists, Sign-In Sheets from District 40 Office ____________ ____ Organize Registration Team for day of the TLI (1 Registrar/35 Participants) ____________ ____ Make TLI Packets with Program/Agenda/Evaluation Form Insert, etc. ____________

FACILITIES

____ Establish on-going TLI locations that are low/no cost with public access ____________ ____ Schedule specific facility for the planned TLI ____________ ____ Organize Facilities Team for day of the TLI (Signage, Room Set-Up, AV Equipment, etc.) ___________

RECEPTION

____ Create Name Tags (printed from Pre-Registration, blank for day of the TLI ____________ ____ Create Certificates for Presenters, Facilitators, and Committees ____________ ____ Solicit Door Prizes (if planned) or other things to make the TLI fun ____________ ____ Organize Greeters (with “ASK ME” name tags) for the day of TLI ____________

REFRESHMENTS

____ Secure funds/donations (District 40 provides $150.00 for a District sponsored TLI/Also ask clubs ____________ ____ Involve Area Governors in asking each club to bring specific refreshments ____________ ____ Solicit refreshments from stores, etc. (be sure to acknowledge the gifts) ____________ ____ Organize Refreshments Team for day of the TLI ____________ A successful TLI takes many people working together in an organized way with clearly defined goals. As our founder, Ralph Smedley, said "PEOPLE WILL WILLINGLY FOLLOW A LEADER WHEN THEY KNOW WHERE HE'S/SHE'S GOING". We are focused on the "BEST EVER TLI" every time we put one together for the benefit of our fellow D40 Toastmasters!!!!!

18

D.TLI FLYER

Toastmasters Leadership Institute (TLI) – Make-Up

February 4, 2015

WELCOME to a very special learning opportunity where experienced

and knowledgeable leaders share their expertise. This important event

will focus on Officer Training, Leadership Information and Skill

Building. Be a part of a great learning opportunity WHERE LEADERS

ARE MADE!

Date: Wednesday, February 4, 2015

Registration: 5:30 PM – 6:00 PM

Program: 6:00 PM – 9:00 PM

Where: City of Columbus, Training Center

750 Piedmont Road, Columbus, OH

Come out to the Toastmasters Leadership Institute (TLI)… What more could you ask for? It will be a great time for learning, advancing and networking.

SEE YOU THERE!

Please RSVP right now! https://www.surveymonkey.com/s/FXS5B7Y

Let us know if you can also help as a volunteer!

ecss: 02/04/2015

19

E. CLUB PRESIDENT’S TLI CHECKLIST

OUR CLUB’s TLI COMMITMENT PLAN/CHECKLIST

CLUB’S NAME________________________________ DATE_________________ The Toastmasters Leadership Institute (TLI) is a premier educational opportunity for club officers, as well as potential officers and interested members. In order for a TLI to be most productive and make a positive impact on each club, club officer, and members that attend, there needs to be a systematic plan at the club level for following through and using the information/skills learned to make a difference. Completing this TLI Commitment Plan/Checklist and the attached Follow-Up Form will help Clubs accomplish that goal. I. PREPARATION FOR THE TLI

___ BRIEF Club on upcoming TLI (date, location, times, importance for Club goals, including credit towards Distinguished Club status.)

____ DESIGNATE Club Officers to attend (set timeline so ALL seven officers go

at some time during the year.

____ ESTABLISH a TLI Partner (for each officer) to go along as a "shadow" - a club member who is interested in being an officer, finding out about their responsibilities, and/or possibly be part of a succession plan.

____ CONTACT D40 Office or the TLI Organizational Chairperson about your

club's active involvement: TLI Planning Committees, need for Presenters, providing Facilitators or assisting with the TLI (a great way for encouraging members to "go beyond the club").

____ Be PROACTIVE and set up a carpool(s)-a great way to talk about the TLI

- and on the way back home.

20

____ Be a ROLE MODEL.....the President should attend each TLI.

____ REVIEW appropriate Toastmasters Manuals and MATCH your TLI attendees with the Program Agenda Topics (if the TLI sends these out in advance)

II. ATTENDANCE/ASSISTANCE AT THE TLI

____ BE ON TIME, early if possible. ____ ATTEND sessions as assigned/selected.

____ PICK UP all information provided, including handouts from sessions not

attended, if they are made available.

____ Keep a clean COPY of Program Agenda to share with all club members.

____ NETWORK in a meaningful way, specific contacts, clubs like yours (corporate, community, club size etc.) reach out, not just people you know.

____ Use the attached FOLLOW-UP FORM to share information with your

club. III. TLI FOLLOW-UP

____ TALK ABOUT THE TLI on your way home.

____ "FRAME" your Follow-Up for the Club (What, When, and How you will share the TLI information.

____ If needed, MEET with those who attended to establish details on the

follow-up (Use attached Follow-Up Planning Form)

____ DESIGNATE appropriate time on Club Agenda (s) (or special session(s) for Follow-Up.

____ Begin PLANNING for the next TLI.

* SCORE YOUR CLUB: 16-18 Checkmarks = AWESOME, 13-15 = SUPER, 10-12 = YOU CAN DO BETTER, and under 10 = MORE EFFORT NEEDED

21

F. PRESENTERS’ COMMUNICATION

22

G. TLI PRESENTER: D40 NEWSLETER

TLI Presenter

Submitted by: Neil Phelps

A few months ago our area governor, Erlinda Simmons, ask me if I would be interested in being one of the presenters at the next officers training. Without giving this much thought at the time, I said I probably would. I forgot about this, but Erlinda didn’t. She remembered me saying I would volunteer to be a presenter, so she asks if I would do the presentation for Vice President of Public Relations. I felt like I had to say yes, and so I did, but as January 11th grew near, I was beginning to wish I hadn’t made that commitment. I was now on the hook to give a thirty minute presentation.

As I sometimes struggle to give an eight to ten minute speech, this would seem like an eternity. Time was running out now so I got busy putting a PowerPoint presentation together, and made copies of VPPR officer’s responsibilities, for handouts. After making numerous changes to almost every slide, I finally decided to use what I had.

After I set my laptop and projector up, everything looked good. As I was waiting for the people to enter the room, the first slide was being projected on the wall just as I wanted. After everyone was seated, and I began to talk about the first slide, the screen went blank. Fortunately one of our new members came to my rescue and quickly found that I had not plugged the computer power supply in, and the battery went dead. As he corrected the problem for me, I continued to speak. Soon I was off and running again.

After this distraction, things seemed to go very well. The audience participation was very good, and many questions were asked. As I went through my talking points, the time seemed to slip by almost too fast. I barley had enough time to finish talking about the last couple of bullet points on the screen. I can’t tell you how much I enjoyed doing this, and it was not only a learning experience for me, but it made me stretch my ability.

I can thank our area governor, Erlinda Simmons for remembering that I made this commitment, and she held me to it. The Toastmasters Officers Training sessions are always in need of volunteers to help with many functions. Why not consider being a volunteer. It is truly a learning experience that you will gain from. After all, isn’t that why we join Toastmasters?

For me personally, I found this to be one of the most rewarding officers training events I have ever attended.

By: Neil Phelps VPPR Moundbuilders Club 511

23

H. D40 WEBSITE POSTING/RSVP CONFIRMATION

NOTE: Also see Appendix W: TLI Session Choices Survey, a part of the RSVP/Registration process.

24

CONDUCTING

25252525

I-1 JANUARY 11, 2014, TLI

26262626

DISTRICT 40 WINTER TOASTMASTERS LEADERSHIP INSTITUTE (TLI)

HOSTED BY DIVISION HILLSIDE (H)

Saturday, January 11, 2014

8:30 am - 9:00 am Registration

9:00 am - 9:10 am Welcome and Information – Eileen James, D40 District Governor

9:10 am - 9:25 am Keynote Speaker – Steve Grant, D40 VP of Education and Training

BREAK: 9:25 am – 9:40 am

OFFICER TRAINING LEADERSHIP INFORMATION SKILL BUILDING

SESSION # 1

9:40 AM –

10:20 AM

MAIN ROOM

PRESIDENT:

KARIM RAY ELLIS

ROOM A

VP

MEMBERSHIP:

CARLA M. CLIFTON

ROOM B

HIGH

PERFORMANCE

LEADERSHIP :

BRENDA GAINES

ROOM C

NAVIGATING

THE

TOASTMASTERS

INTERNATIONAL

WEBSITE :

LORILEI HALL

ROOM D

EFFECTIVE

EVALUATION:

MICHAEL HALL

BREAK: 10:20 am – 10:30 am

OFFICER TRAINING LEADERSHIP INFORMATION SKILL BUILDING

SESSION #2

10:30 AM -

11:10 AM

MAIN ROOM

VP

EDUCATION:

SHAUN SEHGAL

ROOM A

SERGEANT-

AT-ARMS:

MARY SHARRETT

ROOM B

ROLE OF

DISTRICT &

AREA

GOVERNORS:

EILEEN JAMES

ROOM C

SUCCESSFUL

CLUB SERIES -

THE MOMENT OF

TRUTH: SCOTT GARVER

ROOM D

POT-POURRI:

ERLINDA C. SIMMONS-SONEDECKER

BREAK: 11:10 am – 11:20 am

OFFICER TRAINING LEADERSHIP INFORMATION SKILL BUILDING

SESSION #3

11:20 AM –

12:00 PM

MAIN ROOM

SECRETARY/

TREASURER:

RACHEL REEDER AND MARY MURRAY

ROOM A

VP PUBLIC

RELATIONS:

NEIL PHELPS

ROOM B

HOW TO BE A

DISTINGUISHED

CLUB:

LARRY GOLDSMITH

ROOM C

CONDUCTING A

CLUB CONTEST:

DON SCHULZE

ROOM D

SUCCESSFUL

MEETINGS:

ERIK JUL

12:00 pm – 12:10 pm - Return to Main Room

12:10 pm – 12:25 pm - Presentation of Certificates –Eileen James and Dr. Jung Jing, Division H Gov. 12:25 pm – 12:30 pm - Concluding Remarks – Erlinda C. Simmons-Sonedecker, Area Governor H75 D40 Winter TLI Organizational Chairperson

27272727

I-2 JUNE 7, 2014 TLI

28282828

TOASTMASTERS LEADERSHIP INSTITUTE (TLI

JUNE 7, 2014

29292929

EVALUATION/FEEDBACK–TOASTMASTERS LEADERSHIP INSTITUTE (TLI)

JUNE 7, 2014

We Value Your Feedback (Check best choice)

Excellent: 4 Very Good: 3 Good: 2 Not So Good: 1 NA: Not Applicable

WELCOME: 8:45 AM – 9:00 AM

Comments

RATING 4 3 2 1 NA

All Day Program

Facilities

Registration

Welcome/Review of Program

SESSION 1: 9:00 AM – 10:00 AM

Comments

President

Secretary

VP Membership

Completing HPL Project

Moments of Truth

Effective Evaluations

Organizing a Speech Contest

SESSION 2: 10:00 AM – 11:00 AM

Comments

VP Education

Treasurer

VP Public Relations

Sergeant at Arms

Becoming a Distinguished Club

Mastering Table Topics

Recruiting/Keeping Members

SESSION 3: 11:00 AM – 12 NOON

Comments

President

Secretary

VP Membership

Navigating/Updating Toastmasters Websites

Just for Advanced Toastmasters

Organizing Club Meetings Spells D.C.P.

Judging Speech Contests

30303030

We Value Your Feedback (Check best choice)

Excellent: 4 Very Good: 3 Good: 2 Not So Good: 1 NA: Not Applicable

RATING 4 3 2 1 NA

SESSION 4: 12:00 PM – 1:00 PM

Comments

Distinguished Toastmasters Panel

SESSION 5: 1:00 PM – 2:00 PM

Comments

VP Education

Treasurer

VP Public Relations

Sergeant At Arms

Toastmasters 101

Recruiting/Keeping Members

Preview: From Speaker to Trainer

SESSION 6: 2:00 PM – 3:00 PM

Comments

President and VP Education

VP Membership and VP Public Relations

Secretary/Treasurer/Sgt. At Arms

Keeping the Commitment

Becoming A Distinguished Toastmaster

(DTM)

Mentoring

Delegate to Empower

GENERAL SESSION: 3:00 PM – 3:45 PM

Comments

Taking What You Learned

Back to YOUR Club: A Plan of Action

THANK YOU VERY MUCH AND HAVE A GREAT DAY!

/ecss: 060214

31313131

J.PRESENTER’S GUIDELINES/CHECKLIST

TOASTMASTERS LEADERSHIP INSTITUTE (TLI)

PRESENTER’S GUIDELINES/CHECKLIST

THANK YOU for your important contribution to the June 7, 2014 District 40 Toastmasters

Leadership Institute (TLI)!!! Your experience, expertise, and willingness to share in the personal

and professional growth of our members is appreciated.

Please keep in mind the following Guidelines/Checklist for your session to run smoothly

and be most successful and beneficial:

LOGISTICS:

___ A copy of the TLI PROGRAM/AGENDA is attached for your information. Please note the

Time and room number for your presentation.

___ Each BREAKOUT ROOM has WIFI, a ceiling mounted projector, and a large electronic

“pull down” screen. There will be up to eight (8) round tables with 8-10 chairs/table with a

table and/or lectern for the presenter. It may be difficult to accommodate other needs

(such as easels, flip charts, etc.) because of the number of D40 Toastmasters that are anticipated to

attend. However, let us know what you would like to have and will try to arrange it for you. Our

REGISTRATION included a short SELECTION SURVEY regarding the choices of sessions for each

participant. This is the first time we have tried this approach. If it works, we should be able to tell each

Presenter an approximate number of people to expect for your session. We’ll see.

___ Each SESSION is one hour long with 50 minutes allotted for presentation and 10 minutes for

transition to the next session. The Breakout Rooms are ideally located a few feet from one another and

right next to the General Session/Ballroom. BE VERY AWARE OF TIME. A Sergeant-At-Arms/Facilitator

will be present in each room to assist you. They will let you know when you have 10 minutes, and then 5

minutes left in your 50 minutes presentation. Your courtesy to one another as Presenters will be

appreciated. WE WILL STAY ON TIME. Help us out.

32

___ The FACILITATOR will help place any handouts, sign-in sheets (only officer training – lines at

the door), and evaluations at each table, watch the time, collect sign-in sheets and evaluations at the

end of the session, and “show everyone out” so the next session starts on time.

____ To save time, you can give a BRIEF INTRODUCTION of yourself and move quickly into the

presentation. They came to hear from you not about you! Do remind your audience to complete the

Evaluation/Feedback form at the end of the session.

PRESENTATION

____ Use the mindset “From Speaker to Trainer” (I have included a HELPFUL CHART summarizing

some information from the TI Manual)! Our TLI Survey of Club Presidents and TLI Chairs completed

for the Spring Conference indicated that TLI participants want an interactive, “hands-on” group

discussion, Q&A learning experience. They do not want “same old”, same old” formal PowerPoint

presentation (although some “information giving” is appropriate) and being “talked at”.

____ HANDOUTS and activities that INVOLVE the participants are desirable and are being

emphasized in this TLI. The last General Session “Taking What You Learned Back To Your Club: A

Plan of Action”, facilitated by Erik Jul, will bring the day to a close on that note. Do your part in this

regard. It will be greatly appreciated and contribute to a very positive learning experience! A

Speaker gets applause; a Trainer gets positive changes in her behavior. Be sure participants are

standing up to speak and project so all can hear.

RESOURCE CENTER

____ This TLI will include some “firsts” for D40. A RESOURCE CENTER will be set up in the Lobby

area or Breakout room area. It will include a Toastmasters Information Booth, a New Officers/First

Time Attendees Reception Area, and Displays of TI Materials (manuals, booklets, etc.). You can help

make the Resource Center a success to the whole TLI no matter what sessions they attend! This is

done in many other Districts around the country and can make this TLI very special. Bring a whole

bunch (50+ if it’s one or two sheets, 10-15 if it’s more). Drop them off at the Resource Center when

you arrive. During the day MAKE YOURSELF AVAILABLE at the Center. For the “big bucks” we are

paying you (at least you got a FREE breakfast and lunch), that’s the least you can do!

33

HAVE FUN

____ ENJOY your session and the participants will also share in your joy and learning

together.

“WE LEARN BETTER IN MOMENTS OF ENJOYMENT” - Ralph Smedley – taken from the

“The Toastmasters Leadership Handbook: Planning, Conducting, and Evaluating” by ECSS.

Copies will be available at the June 7th TLI Resource Center.

QUESTIONS: email: erlindasimmons58@yahoo.com

FROM SPEAKER/PRESENTER TO TRAINER*

FACTOR PRESENTING TRAINING

Audience Size Any size group Usually 10-30 (TLI may be more

Participants’ Purpose Receive Information To learn

Outline/Agenda Logical Flow of presentation Creates the learning structure

The Presenter is a Provider of Information Asks questions to stimulate learning

Use of Visual aids To illustrate points To record group’s ideas/input

Communication One-way Uses involvement/interaction

*Gleaned from the Toastmasters International “From Speaker to Trainer” Manual with

apologies to Ralph Smedley who said, “THE BEST DELIVERY IS A CONVERSATIONAL ONE”.

ecss: 06/07/2014

34343434

K. FACILITATOR’S GUIDELINES/CHECKLIST

TOASTMASTERS LEADERSHIP INSTITUTE (TLI)

FACILITATOR’S GUIDELINES/CHECKLIST

THANK YOU FOR BEING A FACILITATOR for one of the sessions at the February 4, 2015 District

40 Make-Up Winter Toastmasters Leadership Institute (TLI).

Please keep in mind the following guidelines/checklist for the Session to run smoothly and be

successful:

___ 1) Check out the room where the session is to be

held.

___ 2) Check with the Presenter in regard to room set-up, AV equipment, handouts, etc.

___ 3) Arrive at the Session Room before it begins to greet participants.

___ 4) Place any handouts at each seat, or distribute as people enter the room.

___ 5) Ask participants to sign Attendance Sheet -- pass around the room during session (takes

less time than a line when entering) – be sure to collect sheet after everyone signs.

___ 6) Stay by door to greet/seat late comers (seat later comers at the back to avoid

disturbance).

___ 7) Keep time for the Session, signal speaker when 10 min and 5 min left.

(Sessions are 40 minutes long).

___ 8) Collect Sign In/Attendance Sheets, and turn in at Registration Table.

___ 9) At the end of session, remind participants to complete evaluation for this session and

any comments.

___10) Be sure room is cleared quickly and seats are arranged for next session.

WE APPRECIATE YOUR ASSISTANCE! ecss: 02/04/2015

35353535

NOTE: This is a great way to

get newer Toastmasters

involved in TLIs.

L. CERTIFICATE OF APPRECIATION

36

M. CONCLUDING REMARKS CLOSING REMARKS: JUNE 23, 2013 - TOASTMASTERS LEADERSHIP INSTITUTE (TLI), (ERLINDA'S FIRST TLI PROGRAM-COMPLETED AS AN HPL PROJECT), Erlinda C. Simmons-Sonedecker, H75 Area Governor, TLI Organizational Chairperson. LEADERSHIP: THE HALLMARK OF TOASTMASTERS What a great morning! Turn to the person next to you and pat each other on the back for a job well done! (applaud also) Serving as a leader in Toastmasters International is truly a privilege and an honor. Each of you has earned that opportunity. Cherish and celebrate it! Turn with me to the back of today's Program. Please note several important dates for Toastmasters events. Especially take note of the TLI scheduled for Saturday, July 13th at Cardinal Health. Be sure your club is represented. Our Acknowledgments include Planning Committee Members, Presenters, Volunteers, and members of my HPL Committee, W.D. Smith, Carla Clifton, and Benji Okwumabua. Please stand up and be recognized! (Applaud) Thank you from the bottom of my heart!!! The third section of the Program's back cover includes nine (9) Reasons to Attend Club Officer Training. Look them over carefully and share them with your club. Add a 10th - IT CAN BE FUN! Also, while I am finishing my remarks, take time to complete the Evaluation/Feedback Form and turn it in at the Registration Table before you leave. OUR HIGH PERFORMANCE LEADERSHIP (HPL) MANUAL DEFINES LEADERSHIP AS THE CAPACITY TO MOBILIZE PEOPLE TO ACCOMPLISH WORTHWHILE RESULTS. LEADERS:

• Capture our imagination

• Lead by helping or enabling others

• Focus their energies so they can do their best work, and

• Even surpass their own expectations

As we conclude this morning's Toastmasters Leadership Institute (TLI), think about the HALLMARK OF TOASTMASTERS: LEADERSHIP. L - LEADING, showing the way E - ENVISIONING, a vision, mission, and core values A - APPRECIATING, praising, and celebrating D - DIRECTION, setting goals, creating a team, delegating E - ENCOURAGEMENT, team spirit, developing people R - ROLE MODEL, set the example S - SUPPORT, monitor progress, manage time well H - HUMILITY, have a modest opinion of your own importance I - INVITING, request participation and involvement P - PERSUASION, enroll others in your vision--your team needs to believe in you! MAKE A DIFFERENCE, BE A TOASTMASTERS LEADER!!! HAVE FUN!!!! THANKS AGAIN FOR COMING. BE SAFE GOING HOME!!!!

37

N. FREQUENTLY ASKED QUESTIONS ABOUT TLIs Q. What does TLI stand for? A. TLI is an acronym for a Toastmasters Leadership Institute that offers required club officer training sessions, along with concurrent sessions of interest. Q. Why is training important? A. All districts rely on club officers to conduct the Toastmaster program and keeps their clubs healthy and successful. Club officer training provides the knowledge and tools to make a difference in each of the clubs who participate. Q. Does my club receive credit for the Distinguished Club Program (DCP)? A. Four club officers must attend TLI Training for your club to receive credit in the Distinguished Club Program. Q. Can non-officers attend the TLI Training? A. Yes. Non-officers are encouraged to attend, particularly club members who might be considering a future leadership role within the club. Q. Why should I attend Club Officer Training? (Toastmasters International, by Sheila Spencer) A. Nine reasons include: 1) Help your club earn a point in the Distinguished Club Program (DCP). 2) Get direct access to your district leaders and implement information. 3) Share your own ideas and experiences with other officers/members. 4) Achieve your goals by networking with members from other clubs. 5) Build on the personal relationships you formed at the last training/conference/contest. 6) Expand your network by meeting new club officials. 7) Revisit the goals you set when you took office and what you need to do to reach them, 8) If you are a mentor, introduce your mentee to leadership opportunities. 9) Explore other Toastmasters leadership roles, so you can serve in a different role in the future. The following Toastmasters International Districts include Frequently Asked Questions (FAQ) on their website: D7, D46, D54, D55, and D57. D46 has a "TLI Quiz" to be prepared to attend a TLI.

38

EVALUATING

39

O. EVALUATION/FEEDBACK FORM

D40 WINTER TOASTMASTERS LEADERSHIP INSTITUTE (TLI)

EVALUATION/FEEDBACK FORM

HOSTED BY DIVISION HILLSIDE H

Saturday, January 11, 2014

We Value Your Feedback (Circle best choice for each session you attend)

Excellent/Very Good: 3 Good: 2 Not So Good: 1 Not Applicable: NA

Comments

Overall Program 3 2 1 NA

Facilities 3 2 1 NA NOTE:

Having only

one sheet for

all morning

was well

received.

Registration 3 2 1 NA

Refreshments 3 2 1 NA

Welcome/Information 3 2 1 NA

Keynote Speaker 3 2 1 NA

Session #1

Session #2

Comments

VP of Education 3 2 1 NA

Sergeant At Arms 3 2 1 NA

Role of District & Area

Governors

3 2 1 NA

Successful Club Series :The

Moment of Truth

3 2 1 NA

Pot-Pourri 3 2 1 NA

Session #3

Comments

Secretary/Treasurer 3 2 1 NA

VP of Public Relations 3 2 1 NA

How To Be a Distinguished Club 3 2 1 NA

Conducting a Club Contest 3 2 1 NA

Successful Meeting Agenda 3 2 1 NA

COMMENTS: (PLEASE USE BACK OF THIS SHEET FOR ADDITIONAL COMMENTS)

What do you think we did well? _______________________________________________________________________

What do you think we could do better? _________________________________________________________________

What would you recommend we do for future training? ___________________________________________________

40404040

Comments

President 3 2 1 NA

VP of Membership 3 2 1 NA

High Performance Leadership 3 2 1 NA

Navigating the TI Website 3 2 1 NA

Effective Evaluation 3 2 1 NA

P-1 SUMMARY REPORT (1/24/15)

EVALUATION/FEEDBACK–TOASTMASTERS LEADERSHIP INSTITUTE (TLI)

January 24, 2015

SUMMARY REPORT

We Value Your Feedback (Check best choice) - Only rate/comment on the one topic per session

that you attended. (Use an “x”)

Excellent: 4 Very Good: 3 Good: 2 Not So Good: 1 NA: Not Applicable

WELCOME: 8:00 AM – 9:20 AM 109 ATTENDED/78 RETURNED FORMS (72%)

COMMENTS

RATING (Number) Percentage 4 and 3 2 1

Registration (109/77 Returns) 95% 5% _ See attached for each area

Welcome/Information (109/76 Returns) 74% 17% 9%

Keynote Speaker (109/77 Returns) 92% 8% _ Individual evaluations shared with Keynote Speaker

Facilities (109/78 Returns) 77% 23% _

Refreshments (109/78 Returns) 92% 8%

Overall Program (109/78 Returns) 90% 10% _

SESSION 1: 9:20 AM – 10:00 AM

COMMENTS

RATING (Number) Percentage 4 and 3 2 1

President (20/13 Returns) 77% 23% _ Individual evaluations shared with each speaker

VP Education (16/13 Returns) 85% 15% _

Conducting Club Contests (17/15 Returns) 86% 7% 7%

Winning Speech Contests (92/31 Returns) 94% 6% _

SESSION 2: 10:10 AM – 10:50 AM

COMMENTS

RATING (Number) Percentage 4 and 3 2 1

D40 PR and Social Media (31/21 Returns) 76% 24% _

Mentoring and Coaching (48/39 Returns) 90% 8% 2% Individual evaluations shared with each speaker

Sergeant-At-Arms (7/5 Returns) 70% 30%

Becoming a Distinguished Club (10/8 Returns) 87% 13% _

SESSION 3: 11:00 AM – 11:40 AM

COMMENTS

RATING (Numbers) Percentage 4 and 3 2 1

“Improv” Table Topics (41/39 Returns) 93% 5% 2%

VP Public Relations (25/13 Returns) 86% 14% _ Individual evaluations shared with each speaker

HPL (23/13 Returns) 85% 15% _

Treasurer (10/10 Returns) 90% 10% _

SESSION 4: 11:50 am – 12:30 PM

COMMENTS

RATING (Numbers) Percentage 4 and 3 2 1

Creating on Free ToastHost (12/10 Returns) 90% 10% _

Moments of Truth (39/38 Returns) 79% 15% 6% Individual evaluations shared with each presenter

Secretary (10/10 Returns) 90% 10% _

VP Membership (11/8 Returns) 88% 12% _

COMMENTS: (PLEASE USE BACK OF THIS SHEET FOR ADDITIONAL COMMENTS)

What do you think we did well? SEE

ATTACHED_____________________________________________________________________________________________

What do you think we could do better?

__________________________SEE ATTACHED________________________________________________________________________________________________

What would you recommend we do better for future training?

__________________________ SEE ATTACHED_______________________________________________________________________________________________

ecss: 01/24/2015

41

P-2 OVERALL SUMMARY*

D40 WINTER TOASTMASTERS LEADERSHIP INSTITUTE (TLI)

EVALUATION/FEEDBACK FORM

HOSTED BY DIVISION HILLSIDE H

Saturday, January 11, 2014

*Summary reports percentage (%) of participants who completed Evaluation/Feedback Form (124 Returned Forms)

NOTE: 153 Toastmasters registered at the TLI

We Value Your Feedback (Circle best choice)

Excellent/Very Good: 3 Good: 2 Not So Good: 1

(Evaluations Completed) EXCELLENT/VERY GOOD GOOD NOT SO GOOD COMMENTS

Overall Program (124) 92% 8% 0%

Facilities (124) 58% 40% 2%

Registration (124) 77% 22% 1%

Refreshments (124) 82% 16% 2%

Welcome/Information (124) 77% 20% 3%

Keynote Speaker (124) 59% 35% 6%

Session #1 President (31) 90% 10% 0%

VP of Membership (18) 83% 17%`0%

High Performance Leadership

(19)

32% 63% 5%

Navigating TI Website (19 63% 32% 5%

Effective Evaluation (34) 91% 9% 0%

Session #2 VP of Education (24) 38% 62% %

Sergeant at Arms (12) 75% 25% 0%

Role of District & Area

Governors (11)

82% 18% 0%

Successful Club Series: The

Moment of Truth (35)

83% 17% 0%

Pot Pourri (33) 85% 12% 3%

Session #3 Secretary/Treasurer (28) 50% 46% 4%

VP of Public Relations (15) 66% 34% 0%

How to be a Distinguished Club

(16)

94% 6% 0%

Conducting a Club Contest (26) 77% 23% 0%

Successful Meeting Agenda (31) 81% 16% 3%

COMMENTS:

What do you think we did well? ______SEE ATTACHED___________________________________

What do you think we could do better? _______SEE ATTACHED____________________________

What would you recommend we do for future training? _ SEE ATTACHED____________________

42

P-3 OVERALL SUMMARY (6/7/14)

SUMMARY REPORT*

D40 TOASTMASTERS LEADERSHIP INSTITUTE (TLI)

JUNE 7, 2014

*The summary report includes the percentage (%) of the participants who completed the

Evaluation/Feedback Form. NOTE: 240 attended the TLI with 151 returned forms (63%).

We value your feedback: Excellent: 4; Very Good: 3; Good: 2; Not So Good: 1

(Evaluations Completed)

COMMENTS

TLI ORGANIZATIONAL AREAS EXCELLENT/

VERY GOOD

GOOD NOT SO

GOOD

SEE ATTACHED FOR EACH AREA

Overall Program (151) 96% 4% 0%

Facilities (142) 92% 8% 0%

Registration (146) 91% 8% 1%

Welcome/Opening Remarks (142) 64% 26% 10%

Luncheon /Panel (127) 80% 20% 0%

Wrap-Up Session (126) 90% 8% 2%

FIRST SESSION EXCELLENT/

VERY GOOD

GOOD NOT SO

GOOD

EVALUATION/FEEDBACK SHARED

WITH EACH PRESENTER

President (New) (22) 86% 14% 0%

Secretary (New) (17) 76% 24% 0%

VP Membership (New) (16) 94% 6% 0%

Completing HPL Project (23) 87% 13% 0%

Moments of Truth (22) 96% 4% 0%

Effective Evaluations (34) 88% 12% 0%

Organizing a Speech Contest (13) 77% 23% 0%

SECOND SESSION EXCELLENT/

VERY GOOD

GOOD NOT SO

GOOD

EVALUATION/FEEDBACK SHARED

WITH EACH PRESENTER

VP Education (New) (20) 90% 10% 0%

Treasurer (New) (11) 90% 10% 0%

VP Public Relations (New) (16) 82% 18% 0%

Sergeant At Arms (New) (10) 90% 10% 0%

Becoming a Distinguished Club (17) 94% 6% 0%

Mastering Table Topics (45) 96% 4% 0%

Recruiting/Keeping Members (27) 70% 26% 4%

43434343

Q. TLI EVALUATION COMMENTS

TOASTMASTERS LEADERSHIP INSTITUTE (TLI)

January 24, 2015

C O M M E N T S

OPERATIONAL AREA: REGISTRATION

• Registration was excellent

• Set-up fantastic

• This is how they should be!

• Kudos to the changes made

• Good job - plenty of sets of registration lists

• Best I've seen next to the June 7,2014 TLI

• Liz and Shirley know what they are doing

• Very efficient

• Quick!

• Very quick and efficient to go by name

• Nice to have welcome table and registration by name

• Registration was great using survey monkey

• Liked on-line registration with choice of sessions

• I registered on-line, but my name wasn't on the sign-in sheet

• We pre-registered, but we were not on the list (there were 2 of us)

• We signed up for sessions through the RSVP survey, but there was nothing reminding us of choices we made

OPERATIONAL AREA: WELCOME/INFORMATION

• Started on time, thank you!

• Don's and Steve's comments got us off to a positive start

• Podium seemed off-center, hard to see and hear

• Don moved the opening segment along very well

• Some confusion with two people giving information

• Lady did not speak from mike, hard to understand

• Why did the woman take over from Don?

OPERATIONAL AREA: KEYNOTE SPEAKER (Evaluation/Feedback comments will be

shared confidentially with speaker)

44

OPERATIONAL AREA: FACILITIES

• Facility was great - there was a lot of space

• Excellent facility

• Great location

• The facility for the training is great - so spacious

• It would be nice for speakers to use the sound system in the main room

• Be sure to bring up lighting over speaker in main room, unless using a projector

• Nice rooms, liked having tables instead of lines of chairs

• Not sure why some sessions were held in the hallway

• Great to have ample time between sessions, restrooms close by, refreshments, etc.

• Not all rooms used, good idea, some are cold

OPERATIONAL AREA: REFRESHMENTS

• Refreshments were great! - 3 responses

• Refreshments were done well

• Great variety, glad it was not all donuts

• Had enough coffee, they sometimes run out

• Food display was inviting and nicely done

• Array of refreshments complemented the whole day

• I feel the refreshments were too close to the main room tables - 3 responses

• TM should be responsible for feeding the members. Just bring beverages

OPERATIONAL AREA: OVERALL PROGRAM

• Well organized - 5 responses

• Run smoothly - 4 responses

• Everything was planned in detail, good job

• Excellent program - every speaker was good

• Great presenters

• Resource Table was a good idea/all TLI handouts - 8 responses

• Printed program was exceptional -looks like Erlinda's work

• Sorry Kimm was sick, but everything was in good hands with Erlinda

• Started on time, ended on time -6 responses

• One evaluation form made it easy to keep track of all day

• Loved the Program/Agenda, best I've seen at a TLI

WHAT DO YOU THINK WE DID WELL?

• Well timed/adhered to time schedules

• Excellent room for activities

• Good meeting space and room set-up with tables, not rows of chairs

• Variety of topics - 3 responses

• Breakout sessions

• Refreshments were the best ever!

• Good attendance, if TLI is too small everything is diluted

• RSVP including the Session Choice Survey - 7 responses

45454545

• Organization of events was exemplary

• Flowed very well, kept sessions on time

• The topics were good for a diverse audience

• I enjoyed all meetings and presentations.

• Very professional.

• Everything was ready to go at 8AM!

• Recognizing Frank Chi through an In Memoriam tribute - 7 responses

• Every session I attended was informative

• Excellent training - I am from out of the area, and it was fantastic

• Printed Program/Agenda/Evaluation & Feedback Form

• The information presented was very helpful, especially the checklists and outlines

• Group meeting with presenters to ensure we were on target - good idea Erlinda

• Clear Agenda and Evaluation Form

• Advertisement of TLI - 6 responses

• Lots of new information what will be used back at our club

• “Improv” leader and mentoring speakers were outstanding

• All sessions were good, loved keynote speaker

• Everything

• Sessions 1 – 3 • Everyone was welcoming and attentive to the needs of others

WHAT DO YOU THINK WE COULD DO BETTER?

• Allow more time in every session for Q&A's and discussion (a few did not)

• Brief explanations/descriptions of each session - 5 responses

• Sending materials to presenters earlier than just 2 days before the TLI

• A few speakers didn't measure up

• Promotion of the TLI should include session titles, more people may have attended

• Not much

• Promote TLI earlier

• Fix typo's in session titles on Evaluation/Feedback Form

• Use microphones

• Felt the structure of some of the presentations could have been better

• Variety of subjects - not interested in many of topics

• Facility orientation and agenda for the day - project on screen and review it with audience

• Advanced publishing of agenda

• Directions should be provided on TLI announcement (Note: they were in the D40 Calendar

RSVP posting)

• I had to leave at noon due to another commitment. I was surprised to see it ended at 1PM

• Broaden out the topics a little more

• Brief summaries of the training topics on the registration website would be helpful - 4

responses

• Communications in advance indicating program changes

• The briefing for facilitators could have been better. Several facilitators didn't know folders

were to stay in room.

• More promotion of the event

• Keep the energy high

• Plan for back-up speakers

• Circulating the sign-up sheet in an orderly manner in the main room (worked well in breakout

rooms)

• I think the schedule of the flyer was slightly different than this one - thought it started at 9AM

46

R. TLI “TAKE-AWAYS”/FOLLOW-UP PLAN

"MY TAKE-AWAYS" RESPONSE SHEET

PLEASE COMPLETE AS YOU ATTEND EACH SESSION TODAY AND BRING WITH YOU TO THE LAST GENERAL SESSION "TAKING WHAT YOU LEARNED BACK TO YOUR CLUB: A PLAN OF ACTION".

Toastmasters is a "learning by doing" organization. A main purpose of today's Toastmasters Leadership Institute (TLI) is learning together to "jump start" our 2014-15 Toastmasters Year. Our focus needs to be translating education into action.....action that will benefit each of us and the Toastmasters we serve. Each TLI participant will leave today's event with a specific, personalized Action Plan geared to your needs and the needs of your club. These Action Plans, powered by commitment and motivation, will certainly yield positive results. You can build that power for yourself, your club, and all of District 40! Take a moment after each session to write down "Take-Aways" you learned that can be taken back to your club. Maybe it's an idea, information, a "best practice" or something your club needs to explore. BRING YOUR "TAKE-AWAYS" RESPONSE SHEET WITH YOU TO THE 3:00 GENERAL SESSION: "Taking What You Learned Back to Your Club: A Plan of Action". See you then! Erik Jul NOTE; SPACE WAS PROVIDED FOR WRITING DOWN "TAKE-AWAYS" FROM EACH SESSION ON FRONT AND BACK OF THIS SHEET..........FOR EXAMPLE, "My Take-Aways” from the First Session: Topic: _______________________________________________________

47

OUR CLUB'S TLI FOLLOW-UP PLAN CLUB'S NAME _______________________________ CLUB MEMBER _______________________________ 1) SESSIONS I ATTENDED AND WHAT I LEARNED/"TAKE AWAYS" 2) WHEN AND HOW WE'RE GOING TO HAVE A SCHEDULED FOLLOW-UP FOR OUR CLUB SHARING/REPORTING FROM THE TLI 3) TOPICS/PRESENTERS AT THE TLI THAT WE SHOULD REPLICATE IN OUR OWN CLUB TRAINING/EDUCATION/MENTORING ACTIVITIES AND WHEN/HOW WE ARE GOING TO DO IT.

48

S-1 VP EDUCATION (OFFICER TRAINING)

WINTER JANUARY 24, 2015 TOASTMASTERS LEADERSHIP INSTITUTE (TLI)

PRESENTER’S EVALUATION SUMMARY

SESSION #1: OFFICER TRAINING TOPIC: VP EDUCATION (16 ATTENDED SESSION) PRESENTER: RATINGS (INCLUDE NUMBER RESPONDING AND PERCENTAGE) EXCELLENT/VERY GOOD 11/85% GOOD 2/15% COMMENTS:

• Excellent Facilitator • Great Power Point presentation, good interaction • Great Content • Nice visuals, knowledgeable presenter • Good sharing • Loved most was the interaction • Well prepared and organized • Great ideas • Nice to share aspects of VP Education and leadership • The "what works and doesn't work" was a little disjointed • Spent 90% of time covering presentation when we could have shared experiences • Try not to turn from audience to look at slides, you should be able to see them on laptop

screen • To grow on - don't turn your back on the audience to read Power Point on screen

49494949

S-2 TREASURER (OFFICER TRAINING)

WINTER JANUARY 24, 2015 TOASTMASTERS LEADERSHIP INSTITUTE (TLI)

PRESENTER’S EVALUATION SUMMARY

SESSION #3: OFFICER TRAINING

TOPIC: TREASURER (10 ATTENDED) PRESENTER: RATINGS (INCLUDE NUMBER RESPONDING AND PERCENTAGES): EXCELLENT/VERY GOOD 9/90% GOOD 1/10% COMMENTS:

• Top notch! I wish more club treasurers could hear this presentation • One of the best presentations at a TLI ever. This should be presented at International

Conference! • Excellent information - two responders • Thanks for reaffirming the importance of the role of Treasurer • Well prepared and organized • Effective delivery, very conversational • Very good job • Suggestion: go through more details about treasurer's role • Good information, I wish we would have had more time to talk about, and share, best

practices • Was very good and can only get better by having more opportunities to present at TLIs -hear

me Erlinda?

ecss: 01/30/2015

50

S-3 HIGH PERFORMANCE LEADERSHIP (HPL) – (LEADERSHIP INFORMATION)

WINTER JANUARY 24, 2015 TOASTMASTERS LEADERSHIP INSTITUTE (TLI)

PRESENTER’S EVALUATION SUMMARY

SESSION #3: LEADERSHIP INFORMATION

TOPIC: HIGH PERFORMANCE LEADERSHIP (22 ATTENDED SESSION) PRESENTER: RATINGS (INCLUDE NUMBER RESPONDING AND PERCENTAGE) EXCELLENT/VERY GOOD 11/85% GOOD 2/15% COMMENTS:

• Great interaction and examples • First time I really understood what's involved in an HPL Project • Good preparation, well organized • Motivated me to quit procrastinating and do my HPL. It' all I really have to qualify to be a

DTM! • A "get real" presentation. An excellent overview of what it takes for a successful HPL • Nice to facilitate projects and a reminder that it takes more time and people to be successful • Great. Motivational. Lots of energy. • Very productive session. I liked breaking down into discussion groups • Please offer again - more expanded perhaps • More information could have been given at the beginning regarding the definition,

components and timeline for an HPL • A few samples from the manual, for example, would have helped clarify the requirements • This topic might be presented as a panel of Toastmasters sharing about their HPLs

ecss:01/24/2015

51515151

S-4 WINNING SPEECH CONTESTS (SKILL BUILDING)

52

RESOURCES

53

RESOURCES

T. TOASTMASTERS PUBLICATIONS

Training Club Leaders (Item 217) From Speaker to Trainer (Item 27) Facilitating Discussion (Item 226D) High Performance Leadership Manual (Item262A)

U. TOASTMASTERS MAGAZINE

"Revitalizing the Education Program" (July 2013) "The Benefits of LinkedIn Groups" (December 2012) "The Wit and Wisdom of Leadership" (March 2006) "Developing a Speakers Bureau" (January 2005)

V. INTERNET/ON-LINE

Toastmasters Resources On-Line.......http://www.toastmasters.org.....click on Officer Resources>District Officer Resources>District Training>Club Officer

District 47 - Toastmasters Leadership Institute (TLI) Survey

Toastmasters Vocabulary, by Mike Rafferty, DTM.......helps understand our "alphabet soup"

Toastmasters: Why Attend Club Officer Training? by Sheila Spencer, DTM......Nine Good Reasons

ITE Toastmasters - Learning at Club Officer Training (Video)

YOU TUBE - Toastmasters Officer Training: What I Learned, by Damian T., Bangkok, Thailand (5 min. Video)

District Websites - The Toastmasters International website listing is followed by a number of District Websites that can be directly accessed. It is fun "surfing the web" to find lots of new ideas about Club Officer Training and related topics.

54

W. TLI SESSION CHOICES SURVEY

JUNE 7TH TLI SESSION CHOICES SURVEY

As part of the June 7th D40 Toastmasters Leadership Institute (TLI), the D40 Registration Website was linked to a SESSION CHOICES SURVEY. Each person registering was to complete the survey to give the TLI Planning Group and the Presenters information about the numbers of people to expect in each TLI Session. The process was somewhat helpful, but with mixed results. On the one hand, the approach of announcing all topics (and presenters) prior to the TLI was very well received and has rarely, if ever, been done prior to this time. On the other hand, only 108, of the 255+ who registered, actually completed the survey. That might have been partly because the link to the Survey could have been more "user friendly". Nevertheless, the old "a piece of the pie is better than no pie at all" approach applies in this case. To provide some information, we have taken the results and projected a number of session participants each presenter MIGHT expect and plan for in their preparation. This is an imperfect effort, but hopefully will be helpful in determining the room set-up (facilities committee) and number of handouts (presenter) for the session.

CLUB OFFICER TRAINING ESTIMATED NUMBER

PRESIDENT 20-30

VP EDUCATION 25-35

VP MEMBERSHIP 20-30

VP PUBLIC RELATIONS 20-30

SECRETARY 15-25 TREASURER 12-20 SERGEANT-AT-ARMS 12-20

LEADERSHIP INFORMATION

COMPLETING YOUR HPL 18-30

NAVIGATING WEBSITES 18-30

KEEPING THE COMMITMENT 25-35

MOMENTS OF TRUTH 18-30

55555555

BECOMING A DISTINGUISHED CLUB 12-25

JUST FOR ADV. TOASTMASTERS 18-30 TOASTMASTERS 101 18-30 BECOMING A DTM 18-30

SKILL BUILDING

EFFECTIVE EVALUATIONS 30-40

MASTERING TABLE TOPICS 30-40 ORGANIZING CLUB MEETINGS 10-20 RECRUITING/KEEPING MEMBERS* 25-25 MENTORING 30-40

ORGANIZING A SPEECH CONTEST 15-25 JUDGING SPEECH CONTESTS 10-20 PREVIEW: FROM SPEAKER TO TRAINER 18-30 DELEGATE TO EMPOWER 18-30

*Offered two times CAUTION: This is the first time we have tried to provide this kind of information. I would feel much more confident if we had 250 responses! SUGGESTION: Use the lower number and add 10 (Remember to bring an additional number of handouts......10-15 if multi-pages and 20-30 if single sheet for the Resource Center). Thank you, Erlinda C. Simmons-Sonedecker, ACG, CL

TLI Organizational Chairperson Area Governor H75

56

X. TLI VENUE COMPONENTS/SET-UP

A Toastmasters Leadership Institute (TLI) is often held in a public facility at little or no cost. When selecting a site, consider facilities other than hotels, such as community centers, colleges, and libraries, as these are often much less expensive. A TLI usually requires one large room, plus enough smaller ("breakout") rooms for planned concurrent sessions (TCL, 5). Once you have the location/facility/venue in place, the real important work begins. Make your TLI more than just Officer Training, Leadership Information, and Basic Skills sessions. Additional TLI Components that can complement the concurrent sessions could include the following. RESOURCE CENTER

TOASTMASTERS INFORMATION BOOTH - Arrange an area close to

Registration and the Refreshments where experienced Toastmasters (in one hour shifts) are available to answer questions. TLI HANDOUTS/PRESENTATIONS - Include 15-20 copies of each session's Handouts/Presentations and make them available to all participants in the Institute. Often times, participants are unable to attend each of the sessions in which they are interested. This allows them to benefit from more than those sessions they attend. Some presenters prefer to place their session copies after they present. A sign-up sheet should be provided for each Handout so a copy could be sent (hard copy or electronically) to them if the available copies are all taken. D40 is also beginning a District Library where electronic copies of TLI materials could be accessed. TI MANUALS/MATERIALS - Display "hands-on" copies of selected Toastmasters International Manuals/Materials. TLI participants can take a look at the High Performance Leadership (HPL) Manual (as one of many examples) that they can leaf through and get an idea of what's involved in completing that important step toward becoming a Distinguished Toastmaster (DTM). Be sure the materials are FOR DISPLAY ONLY!

57

DIGITAL DOWNLOAD - Our D40 Spring 2014 TLI included a Digital Download Station setup so that TLI participants were asked in the District Calendar Flyer to bring a USB Drive with them to the TLI. One of our Toastmasters with IT expertise assisted them in downloading Toastmasters International materials that are available to be downloaded for their own use.

RECEPTION AREA - This can be especially positive for "first time" club officers and/or members who are attending a TLI for the first time. Space could also be designated for Advanced Toastmasters. They are often the forgotten group at TLI's. In fact, our last TLI offered a breakout session titled "Just for Advanced Toastmasters" and focused on an open-ended group discussion led by three highly respected DTMs. CLUB HIGHLIGHTS AND BANNERS - A Club Highlights display encourages individual clubs to bring materials, etc. that they have developed for their members. The TLI Organizational Chair should send out a Call for Club Highlights and solicit high quality displays. Remember, we should celebrate our accomplishments! Another way to do that is to request each club that attends the TLI to bring their Club Banner to brighten up the main room. EDUCATIONAL SESSION ROOM SET-UP - There is a strong trend in our D40

TLIs toward sessions that are interactive, "hands-on" experiences that involve participants in developing/sharing successful approaches that they can take back to their clubs. Handouts or Worksheets, along with ample time for Q&A, are important aspects of all presentations. Therefore, each room should accommodate no more than 15-25 people and be set up, if at all possible, with round tables seating no more than 6-8 people. TLI participants really don't want to sit in rows of seats listening to the presenter (or trainer, TCL, 4) talk "at them" for 40-50 minutes. This set-up can only enhance the required Club Training by "adding to the TI programs/curriculum" (TCL, 4). Be creative and make your TLI a truly special learning opportunity for everyone!!!

58

Y. TOASTMASTERS INTERNATIONAL REQUIREMENTS FOR CLUB OFFICER TRAINING

Club Officer Training can follow one of two formats (Training Club Officers, 5, 12):

The Traditional Format trains all officers as a group in a four to six hours session. Usually, all the club officer roles are presented consecutively, or trainers break up the group by office as part of the training where each group is trained on its specific office roles and responsibilities. A sample agenda is available on page 12 of the Training Club Leaders Booklet from Toastmasters International. Four hours is the minimum time it takes to effectively conduct officer training in a Traditional or Toastmasters Leadership Institute (TLI) format. The Toastmasters Leadership Institute (TLI) core curriculum focuses solely on each individual club office roles and responsibilities. Each of the seven officers must be covered in the training sessions as it is required to receive Distinguished Club Programs (DCP) credit. Training programs are conducted concurrently, and may be supplemented by additional courses. However, the course schedule and content must guarantee that each club officer has the opportunity to get the training necessary for success in his or her specific role. A sample agenda is available on page 12 of the Training Club

Leaders Booklet. Each of the above format requirements also apply to the Second Training program. Though not all topics must be covered in each round of club officer training, always include Club Officer Role Breakouts (TI: Club Officer Training Materials).

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Z. IDEAS FROM OTHER TI DISTRICTS A number of Districts within Toastmasters International have unique approaches to Club Officer Training and Toastmasters Leadership Institutes (TLIs). The following Districts are among the most creative and exemplary. More information about these initiatives can be found by accessing http://www.toastmasters.org. D6 - Resource Center and Displays/Exhibits from each Club; Maintains a (complimentary) Speakers Bureau -highlights speakers (pictures and bios) with application/request to join. D15 - Speakers Bureau includes contract, arranging speaking engagements, and a feedback form. D21 - A Remote Training Coordinator arranges on-line Club Officer Training via webinar; Social Media for Toastmasters (video). D26 - Maintains a LinkedIn Group for Discussions, Jobs Member Search; Speakers Bureau. D29 - Includes varied information about TLIs on website; TLI Dean who coordinates training programs and serves as a resource. D30 - Facebook page where you can connect with others going to Club Officer Training; Excellent Calendar for Education &Training; Includes Judge's Training as part of Club Officer Training. D31 - Actively solicits member clubs and their host organizations for TLI venues. D36 - Comprehensive TLI "About the Instructors" Bios and Session/Topic Descriptions; TLI participants can "browse" new manuals, etc. in the District's Bookstore; Speakers Bureau - Three Tiers of speakers, qualifications, a Speakers Directory, and a Bureau Chairperson to arrange speaking engagements. D45 - Club Executive Roles and Responsibilities Checklist. D46 - Excellent Website; Information on Advanced Officer Training and an e-learning program for club officers. D52 - Narrated video of Club Officer Training. D57 - TLI Session Presentations/Handouts can be accessed electronically through a TLI Document Library; TLIs offer Advanced Training Sessions; LinkedIn Group and You Tube; TLIs include a Top Ten Reasons Contest..."Give us your best reason to become an officer in 25 words or less"...Top Ten answers are read, winners selected by the TRIO! Sounds like fun! D59 - Toastmasters Club Officer Training PR Video to invite officers to attend. D62 - Support for leading a TLI as part of the High Performance Leadership (HPL).

D72 - All Toastmasters Manuals on display for review at TLIs; Very active Facebook Page.

D77 - Recognizes the Longest Serving Officer (in years), Club Anniversaries, etc. at TLIs. D84 - Need a Speaker? Think Toastmasters! Speakers Bureau - Application, Speakers Bureau Frequently Asked Questions, Speakers Bios (with pictures); Training Incentives - 7 of 7 officers trained, club receives Toastmasters Gift Certificate.

D86 - Officer training with Darren LeCroix. D91 - Hold Corporate Club Officer Training and Community Club Officer Training in separate sessions.

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THANK YOU

The TRIO – for supporting our TLI surveys, a presentation at the 2014 D40 Spring

Conference, and the publication of the TLI Handbook.

Eileen James (2013-2014)

Steve Grant

Brenda Gaines

Karen Isaacs

TLI Chairpersons and Club Presidents – for responding to our D40 surveys.

McGraw-Hill Companies – for supporting our Textbook Talkers Club and printing

the TLI Handbook (First Edition, 2014).

Ronald Shapiro – for being my McGraw-Hill supervisor, fellow Toastmaster, technical

advisor, and friend.

D40 TLI Leaders – for assisting with six successful TLIs that resulted in the TLI

Handbook – Don Schulze, Fred Krause, Jung Jing, Jennifer Witherby, Kimm Nordman

Antwan Yarbrough and Ed Shanley.

Dan O’Connor - Minuteman Press (and former Lancaster Toastmasters club member)

for the high quality and professional printing of the TLI Handbook (Second Edition,

2015). THANKS DAN!

Dr. John Sonedecker – for being my driver, assistant, editor and loving

(NewToastmasters member) husband.

Regards,

Erlinda C. Simmons-Sonedecker, DTM

Area Governor Central (C) 24 and Division Hillside (H) Assistant Governor

D40 Education and Training (Program Quality in 2015) Committee – TLI Representative

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MAKE A COMMITMENT!

FINISH THIS CHECKLIST AND EXPERIENCE A SENSE OF CONTRIBUTION,

SATISFACTION, AND JOY! ECSS

__x_ Attend a Toastmasters Leadership Institute (TLI)

____ Assist on a TLI Committee

____ Be a TLI Presenter or Facilitator

____ Chair a TLI Committee

____ Assist/”Shadow” a TLI Organizational Chairperson

____ Serve as Organizational Chairperson at a successful TLI!

____ Complete the TLI as your HPL Project

“The personal touch, in all levels of our work, is one of the Toastmasters

distinguishing features.” RS

Erlinda C. Simmons-Sonedecker, DTM

THANK YOU!

MR. RALPH SMEDLEY

February, 2015