Pathways in WordPress for Toastmasters

Here is a look at how I plan to support Pathways speech project signups in WordPress for Toastmasters. This should be sufficient to allow a club that has started on Pathways to manage its agenda using the software and for club officers to do some basic tracking of member progress through the program.

Since Pathways is not yet implemented in my district, I took the list of projects from a PDF document that outlines the paths and levels. My understanding is many projects will continue to be 5-7 minute speeches, but in some cases a single project may require multiple speeches (and some may not be speech projects at all).

I set things up so a VPE, or members reviewing their own progress, can see the list of speeches in each path and level and match it against the program guidelines. Eventually, it should be possible to build on this foundation with a better understanding of how the Pathways program works.

I’m looking for feedback on whether this approach makes sense.

New: Random Assignment of Roles

When filling the gaps on the agenda for a particular meeting, you can now get the software to randomly assign members who have not taken a role to fill each opening.

Here is how that looks:

Randomly assign members to roles.
Randomly assign members to roles.

You will see the “show random assignments” link in both the edit signups and recommend modes of the agenda editor. When you click that link, the software will automatically plug members who have not been assigned a role into the open slots. Note that the software also displays some clues as to how recently the member has attended a meeting and how recently the member has filled that particular role. You have the opportunity to change the assignments or recommendations before submitting the form. If someone hasn’t shown up in months, you might think twice before counting on them to fill an important role.

In the editor’s edit signups mode, submitting the form will assign members to roles. In the recommend mode, the member receives a recommendation that they take the role and must confirm before that role is firmly assigned to them. I’ve learned that some clubs rely more on volunteers, while others dictate what roles users will take in upcoming meetings, so the software tries to support both styles.

I have received a few of requests for this feature, which apparently exists in some other software for Toastmasters clubs. This feature is available on toastmost.org websites and included with version 2.2 of the open source version, RSVPMaker for Toastmasters. It may still require more fine tuning.

You can try it on the demo site (demo.wp4toastmasters.com user: member, password: member).

Also new in this update, you can now change the number of future meetings to be displayed on the signup sheet from the default, which is 3. If you go up to 5 or 6, you will probably want to print the page in landscape rather than portrait orientation. This wouldn’t work well for my club, which has a fairly long list of roles, but might for some others. This was added on request of one particular VPE.

How to Fill a Toastmasters Meeting Agenda

The cycle starts with editing the agenda (based on the information you have so far), emailing it out, encouraging additional people to sign up online, printing the agenda and the signup sheet, and getting more people to sign up for future weeks during each meeting. For more accurate record keeping, you can also reconcile differences between the agenda and who actually showed up to fill roles.
The cycle starts with editing the agenda (based on the information you have so far), emailing it out, encouraging additional people to sign up online, printing the agenda and the signup sheet, and getting more people to sign up for future weeks during each meeting. For more accurate record keeping, you can also reconcile differences between the agenda and who actually showed up to fill roles.

Here is the process I recommend for making sure you have a full roster of speakers and volunteers for your next meeting, using the tools available through WordPress for Toastmasters.

Step 1: Get People to Sign Up at Your Meetings.

In my experience, you will not get everyone to sign up online, but you can save yourself some work if you can get even a fraction of your members to do so. Because my home club, Club Awesome, is healthy and growing, we have recently seen better participation from people signing up online for speeches — because we have speeches booked several weeks in advance. But we still pass around a paper signup sheet, which you can print from the website (more on that later).

After the meeting, the VP of Education or another officer will use the Edit Signups feature to record the offline signups in the online system.

edit-signups-menu
The “Edit Signups” option is in the menu at the top of the agenda.
Editing role assignments
Editing role assignments

Step 2: Invite Members to Fill the Gaps on the Agenda, Online

Next, email out the agenda. That option is under Agenda on the menu.

cycle2-email-agenda

You will have the opportunity to customize the subject line and add a personal note at the top of the message. What people receive in their email inbox will look something like this.

 

cycle-3-email-prompt

By including a link to the specific agenda we are trying to get people to sign up for, you encourage people to sign up online. Ideally, you want them to come in and click on Take Role.

cycle1-self-service

Some people will instead email you back. That works, too.

In my club, the Toastmaster of the Day is supposed to be responsible for filling all roles (as much as possible) prior to the day of the meeting. Sending another of these email messages, showing the roles that are still open, is one way to do that. Typically, we also wind up making a few phone calls, sending a few texts, whatever is needed to fill out the roster.

We then go back into Edit Signups mode to add the people who didn’t sign up online but let us know through some other channel that we can count them in.

Step 3: Print the Agenda and the Signup Sheet

Click on Agenda (or the Print submenu option) to get a printable version of the agenda. Alternatively, you can click on Export to Word to get a version of the agenda you can edit and format further in Microsoft Word.

cycle-4-print-agenda

Click on Signup Sheet to get a printable signup sheet. The roles that have already been filled by people signing up online (or that you or another officer previously reserved for them) will already be filled in, making it clear which open roles you still want to fill.

cycle-5-signup-sheet

Pass around the signup sheet during your meeting. Repeat Step 1, recording the offline signups and sending out another email inviting people to participate.

Step 4: Reconcile the Agenda with Reality

If you are using the record keeping and reporting features of WordPress for Toastmasters, you or some other club leaders should also be responsible for making notes on how the plan differed from reality. In other words, who signed up but didn’t show up? Who stepped up at the last minute to fill a role?

cycle-6-reconcile

Under the Toastmasters menu on the Administrator’s dashboard, you will find a screen called Reconcile that allows you to reconcile your records with reality. It works a lot like the Edit Signups function, except that you use it to record data on past meetings rather than future ones. Optionally, you can also record who was called on for table topics. If you want to track attendance, you can also do that on this screen.

Extra Credit

It is possible to go a little more paperless with this process by recording edits to the roster online, while you’re at the meeting, using a laptop, an iPad or even a smart phone. I’ve tested the signup form on my phone, and it works pretty well.