'Best Practices in Club Management'

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Lana Burpee

Best Practices in Club Management
finance
fees, grants, sponsorships, donations
                                salaries, expenses   
top tips
file your provincial return
read your by-laws
keep a record of your decisions

governance
structure and rules
incorporation
separate legal entity
risk managment
by-laws
read them
use them
Board
recruit skills
define jobs and terms
insurance
Director's & Officer's
general liability
contents
provincial filing
annual update
with tax return or alone
registration
club, Board, members
RCA and RowOntario
AGM
approve finances
elect Board
records
Minutes, finances
Articles of Incorporation
filings
plan
conflict of interest
code of ethics
conflict resolution
privacy
harassment
budget
annually
revenues and expenses
profit
not a dirty word!
build reserves
conservative investment
financial statements
Income Statement
Balance Sheet
review regularly
cheques
two signatures
don't presign
shop bank services
HST
payable on fees
x children under 14
tax receipts
'Children's Fitness Tax Credit'

issued by charity for
donation of money or 
equipment
audit
annual audit or review
6 mos after year end
social enterprise
Think like a business!
Revenue to reinvest in rowing. 

top tips
                  Don't presign cheques.

                            File a tax return. Understand financial statements.
managing people
volunteers, coaches, employees
job description
job to do
how to do it
qualifications
review regularly
recruitment
identify needed skills
actively recruit
ask!
Police Checks
keep a copy
establish expiry dates
First Aid
establish standard
Employment Standards Act
cover employees
defines holidays, overtime,
employer obligations
Employment Agreement
job, rate of pay,
working conditions, benefits
Performance Review
annually
conversation
for volunteers too!
Thanks and Recognition
thank often
thank publicly
top tips
Make volunteer jobs 
short & specific.

Just ask for help!

Say 'Thank You'.
 
promotion
selling your club
message
consistent
current
tools
phone, front desk,
website, forms,
clothing, boats...
your community
reach out
help out
connect
social media
social networking (Facebook & MySpace)
content sharing (youtube, flickr)
blogs & micro-blogs (twitter)
podcasts
wikis
message boards
social bookmarking sites
'Club Excellence Certified'
32 standards
Program Delivery
Coaching
People Management
Governance
Financial Accountability
Marketing
resources
True Sport
truesportpur.ca
Sport Alliance Ontario
sportalliance.com
'...a social movement powered by people
who believe sport can transform lives and communities -- if we do it right.'
'...provincial sport development agency...to support personal and community development through sport opportunities..'
Volunteer Canada
volunteer.ca
'...national voice for volunteerism...committed to increasing and supporting volunteerissm and civic participation...'
Sport Matters Group
sportmatters.ca
'...voluntary group of leaders 
who have come together to talk 
about the important contribution
sport makes to society...and advancing 
policy...'
Not for Profit Handbook
attorneygeneral.jus.gov.on.ca/english
Imagine Canada
imaginecanada.ca
'...national charitable organization who cause
is Canadian charities and nonprofits....support and strengthen..'
Sport Information Resource Centre (SIRC)
sirc.ca
'...provide information and serve
the educational needs of...sport and fitness in Canada...'
Lana Burpee
President
Ottawa Rowing Club
president@ottawarowingclub.com
developed by:
True Sport & Canadian Centre for Ethics in Sport
Lana Burpee
Ottawa Rowing Club
RowOntario AGM & Training Conference
December 3 2011
protection
WSIB
health insurance for 
out of country travel

Alterna Savings
alterna.ca
Community Builder Mortgage
'The Mortgage that Gives Back'
honorarium
$500 or less
T4A must be issued
Annual Report
history
results & highlights
finances
discover 'Ont. Corporations Act, 2010'
communication tools that encourage 
self-expression & engagement
characteristics:
instantaneous conversations 
collaborative
multi-dimensional
permanent
--and change the way we communicate
policy 
essential
balance
challenges:
confidentiality / privacy
proprietary information
lack of control
intensive management
social networking (Facebook & MySpace)
content sharing (youtube, flickr)
blogs & micro-blogs (twitter)
podcasts
wikis
message boards
social bookmarking sites
Enterprising NonProfits
enterprisingnonprofits.ca
'...a unique, collaborative program that promotes and supports social enterprise ...'

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