Club Business

Supportive Forms, Templates & Resources

Governing Documents 2020

ZI Governing Documents 2020 (Voted on at Convention 2020)

Manuals & Guides

Information is not only available on this web page.  Please view specific D4 Committee web pages on this website for additional information to assist members, club committees, and club executive members.  Access Zonta International through My Zonta to Governance and Forms.

ZI Club Manual - Dec. 2020
President’s Manual - April 2020
ZI President’s Companion Guide - June 2020
D4 Secretary’s Guide - May 2020
D4 Treasurer’s Guide - May 2020
ZI - Club Risk Management Checklist- PDF
A Practical Guide for Risk Management - PDF
ZI-Risk Matrix - PDF
ZI-Simple Risk Matrix - PDF
ZI - How to Use the Risk Assessment Matrix - PDF
ZI North American General Liability Insurance Statement
New - ZI Protocol Manual - June 2021
ZI Brand Identity Guidelines - Jan. 2021 - New
ZI Brand Identity Policy - Jan. 2021 - New
D4 Communications Guidelines (for District posts) - Feb. 2021

Financial Resources

District 4 Dues Transmittal (Submission) Form 2021 - 2022 - March 2021 (Word)
District 4 Financial Toolbox - April 2021
ZI Sample Bookkeeping Worksheet - Excel
D4 Club Treasurer Reports Example
D4 Club General Ledger Example

Forms & Templates

 

”ZI
ZI - Member Transfer Form
D4 President’s Report Template - April 2019 (PDF)
ZI Club Bylaws Template - Feb. 2021
ZI Prospective Member Questionnaire Form - Feb. 2016 (PDF)
The Structure of Zonta Clubs - PDF

Rules of Procedure & Bylaws

District 4 Rules of Procedure (Approved D4 Conference Sept. 2019) PDF
ZI 2020 Summary of Voting Results on Bylaws, Rules of Procedure and Resolutions - PDF

Policies

ZI Conflict of Interest Policy - Nov. 2017
ZI Privacy Policy - August 2020
ZI Data Protection Policy - May 2018 (PDF)
Confidentiality Policy and Form - May 2020 (PDF)
Advocacy Definition Policy - May 2020 (PDF)
ZI Leadership Development D4 Mentoring & Coaching - Pptx
ZI Leadership Development D4 Mentoring & Coaching Tools - Draft PDF

Resources

 

North American General Liabilities Insurance Statement - March 2021
ZI Membership Occupation Classification - April 2019
Induction New Member with Candles - Nov. 2017
Installation of Club Officers & District Board of Directors - Nov. 2017
ZI Leadership Development D4 Core Competencies - Jan. 2021 - PDF
ZI Leadership Development D4 Core Curriculum - Jan. 2021 - PDF

D4 Conference 2019

 

District 4 2019 Conference Minutes - Sept. 2019
2020-2022 D4 Elected Officers - Sept. 2019
District 4 Rules of Procedure (Approved D4 Conference Sept. 2019) PDF