USER GUIDE · 01
Welcome / Purpose
The Region 3 Executive Dashboard turns District and club performance data into practical leadership information. It brings together membership health, club strength, Club Success Plans, recognition progress and club growth.
Where are we doing well? Where is attention needed? What conversation should happen next?
This is a conversation and decision-support tool. A signal identifies where to look; leadership conversations uncover the story behind the number.
USER GUIDE · 02
Region 3 Pulse
Start with the Region snapshot, then select a District to focus your review. These numbers provide context; they do not tell the whole story.
- Paid Clubs
- For dashboard monitoring, a club with 8 or more active members is counted as a Paid Club.
- Member Payments
- Membership payments reported through District Performance information. The breakdown shows October and late, April, new-member and charter payments.
- Potential Distinguished Clubs
- Clubs currently meeting the dashboard’s potential-recognition criteria: a submitted CSP, at least 5 goals, and either 20+ active members or net growth of at least 3. This is an indicator of potential recognition.
- Club Success Plans
- Submission coverage across the selected Region or District.
- New and Suspended Clubs
- Club-status changes that help explain the direction of club growth.
USER GUIDE · 03
Club Success Plans
CSP submission is an early leadership-action indicator. It is separate from membership health because it tracks recognition eligibility.
- 🟢 Submitted — Club Success Plan submitted.
- 🟠 Action Required — Not submitted, through September 30.
- 🔴 Not Distinguished Eligible — Not submitted, after September 30.
Before the deadline, contact clubs and help them complete their plans. After the deadline, a club without a submitted CSP cannot contribute toward Distinguished Club or Distinguished District recognition.
A club can be Stable in membership while its CSP still requires action.
USER GUIDE · 04
Club Action Center
Focus support where it can have the greatest immediate impact. Club Health reflects active membership and net growth.
- 🔴 Suspension Risk · Fewer than 8 active members
- What immediate support does this club need to remain viable?
- 🔴 Critical · 8–10 active members
- Consider club-coach support regardless of growth. Does this club have the support and recovery plan it needs to rebuild?
- 🟠 Priority · 11+ active members, net growth ≤ 0
- What is preventing this club from returning to positive growth?
- 🟢 Stable · 11+ active members, positive net growth
- What is working, and how can the club sustain it?
CSP status appears separately. “Data Review” means the available membership or growth information is insufficient for a health classification.
USER GUIDE · 05
Using the Club Action Center
- Choose the level of attention. The default list shows Suspension Risk, Critical and Priority, in that order, with the fewest active members first within each category.
- Narrow the location. Use District, Division and Area. The District selection also updates the executive view.
- Combine filters. Select status cards to include health categories. Add a CSP or Potential Distinguished filter to narrow that selection. For example, Critical plus CSP Action Required shows clubs meeting both conditions. Select an active card again to remove it.
- Prepare the conversation. Select a club row for its support brief. Use column headings to sort, Show more to extend the list, and Copy follow-up list to prepare follow-up.
- Start fresh. Reset view clears your selections. On smaller screens, scroll the club table sideways to see every status.
The aim is to prioritize support before conditions become more difficult to reverse.
USER GUIDE · 06
District Attention
Look beyond an individual club to the pattern across its District. Use the District selection, comparison and club list together to explore:
- CSP completion: How broadly have clubs submitted plans?
- Small-club exposure: How widespread are vulnerable membership levels?
- Declining-club exposure: How widespread is negative membership growth?
- Net membership growth: Is membership expanding or contracting?
- Club growth: How do new and suspended clubs affect the balance?
These are lenses for your review; this version does not have a separate District Attention panel.
USER GUIDE · 07
Visual Signals
- 🟢 Green — On Track. No immediate intervention indicated by that measure.
- 🟠 Orange — Attention Required. A developing issue or deadline needs attention.
- 🔴 Red — Intervention Required. Significant risk or a condition requiring timely action.
Always read the label alongside the colour. A red signal identifies where a conversation should begin; it does not explain why something is happening.
USER GUIDE · 08
Recognition Progress
Compare Paid Clubs, Member Payments and Potential Distinguished Clubs against the selected goal. Recognition levels are:
Distinguished → Select Distinguished → President’s Distinguished → Smedley Distinguished
Use “Compare to goal” to choose a level. The current level, goal and gap describe progress for each measure; they do not by themselves confirm an overall District award. Where a next goal is shown, use it to identify the next step.
Ask: “What would it take to reach the next level?”
USER GUIDE · 09
New and Suspended Clubs
- New Clubs
- District Performance records containing “charter”.
- Suspended Clubs
- Clubs whose Club Status is “Suspended” in Club-Raw. Membership risk alone does not establish suspension.
- Net Club Growth
- New Clubs minus suspension events reported in District Performance. This period movement measure can differ from the current suspended-status count.
A District can charter new clubs while losing existing ones. Read both measures together. Select New Clubs or Suspended Clubs to see the clubs and their charter records or current suspension status for the selected Region or District. Open a club support brief when current membership details are available. Club growth counts clubs; net membership growth counts members.
USER GUIDE · 10
Region Insights
Look for strong CSP completion, strong membership growth, small-club exposure, declining-club exposure and immediate support needs. Use the Region view and District comparisons to explore these patterns; this version does not have a separate Region Insights panel.
These are conversation starters, not performance judgments. Ask about circumstances, actions already underway and support that would help.
USER GUIDE · 11
Asking Better Questions
Begin with “What is happening behind this number?”
- What changed since our last review?
- Which clubs are driving this result?
- What actions are already underway?
- Where are you seeing progress?
- What obstacles are clubs encountering?
- What support would make the greatest difference?
- What should we watch before our next conversation?
USER GUIDE · 12
Data and Refresh
The Region 3 Executive Dashboard uses current District and club performance information and is refreshed regularly as updated information becomes available.
Because source reporting and dashboard refreshes do not necessarily occur simultaneously, there may occasionally be a short delay between a change in Toastmasters records and its appearance on the dashboard.
The header shows whether data is updating, connected, partially updated or unavailable. Expand it for the status of each source, or choose Refresh data. Last checked is the time a feed responded; Source data updated appears only when that source provides an update date. Earlier figures remain visible if an update fails.
USER GUIDE · 13
Quick Reference
- 🔴 Suspension Risk
- Fewer than 8 active members.
- 🔴 Critical
- 8–10 active members.
- 🟠 Priority
- 11+ active members with zero or negative net growth.
- 🟢 Stable
- 11+ active members with positive net growth.
- 🟢 CSP Submitted
- Club Success Plan submitted.
- 🟠 CSP Action Required
- Not submitted, through September 30.
- 🔴 Not Distinguished Eligible
- CSP not submitted, after September 30.
- New Club
- District Performance record contains “charter”.
- Suspended Club
- District Performance record contains “suspended”.
- Net Club Growth
- New Clubs minus Suspended Clubs.
- Paid Club
- 8+ active members for dashboard monitoring. Active is compared with the explicit starting club base, where supplied. The Region base is the sum of every District’s base; current total clubs are not used as a substitute. Percent of base is separate from recognition goal progress.
USER GUIDE · 14
Dashboard Philosophy
The dashboard tells us where to look. The numbers tell us what is happening. The conversation tells us why. Leadership determines what happens next.
