Secretary / Treasurer Toolbox

Dear hardworking and underpaid Secretaries and Treasurers, if you have any suggested items for this page, please email the Webmaster.

Current Correspondence




The following have recently been released by the Strategic Working Party in response to the Strategic Plan – 4.1 – Modernise Processes & Procedures



Member Contributions

If you have anything to contribute, please email the Webmaster.

  • Hymns for a new Candidate  – can be printed, cut, laminated, and a copy given to a new candidate when they receive their Constitution and Laws.  Alternatively, the Secretary can keep a few copies to hand out at a meeting if necessary.
  • Opening History & Purpose of the Order – suitable for an open Installation.
  • Contact Cards – business card size.  Use pre-formatted/perforated card which you can get from Office Suppliers.  Print in colour.  Once printed, you can write your own name and contact details on back if required.
  • Song Sheets – A4 size.  Print double sided.  Can laminate after printing and use as hand outs in Chapter when required.
  • With Compliments
  • Personal Details Envelope – This can be stuck on the front of an envelope and its details kept by the Secretary in a secure location.
  • Administration Expenses –  The Office-bearers that receive monetary recognition for their role in a particular term, are asked to sign one of these as proof that they have received it and acknowledgment from them, of the manner it was given.

The following guides can be modified if required for your Chapter.

Guide for Members – this is handy for all members but we give it to our newbies because they don’t remember everything on the night they join.  Specific references to my Chapter are highlighted, but there are other sections you may need to modify.  

Guide for Secretary & Guide for Treasurer – these were developed for our new Secretary and Treasurer and to also to provide some idea of what the job entails for other members.

Guide_Petty Cash – we give this to our Social Secretary or those that manage Petty Cash

Guide_The AM WM IPWM – these were developed to provide some idea of what the job entails for other members.