District Store Net Income/(Loss) - There is no District Store. Other Revenue - No additional revenue is expected.

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2 TOASTMASTERS INTERNATIONAL DISTRICT Following is a brief description/explanation of the estimated income and estimated expenses based on the goals outlined in the district success plan. The white rows are not password protected. Users may adjust the white area as necessary by adjusting the row height. Alternatively, a separate sheet may be used. Each section of this narrative page must be completed in order for this report to be considered complete and counted as received by WHQ. There are example questions to answer in each box. These can be deleted and replaced by your answers. (Numbers are pulled from Summary tab) Budgeted Membership Revenue 95,466 District 3's goal for the year is to increase membership payments to 10,136 which will enable District 3 to be President's Distinguished in member payments. The strategy is to recognize every role of each district leader as important and vital to the district's success. The district will not only ensure dues are paid, each club participates in the Distinguished Club Program and recruit new members, but also, with the Public Relations Manager initiatives in place to showcase Toastmasters at networking events, via TV and radio presence and through social and print media, we will ensure the best kept secret for leadership and communication development, Toastmasters, is spread throughout Arizona and new members are recruited. Conference Net Income/(Loss) 42 The fall conference venue has been set for over a year, details such as schedule and meals have been confirmed. The keynote and printing will both be sponsored, enabling the district to offer the members a lower cost. As the last Fall Conference, the district is promoting early to generate excitement and draw attendance. The District is looking for a venue for Spring Conference making it difficult to budget. Numbers were kept similar to fall. Conference registration will be determined based on the meal cost to plan for a break even event. Fundraising Net Income/(Loss) (5,915) July Jubilee is where we celebrate the members, Area Directors and Division Directors accomplishments for the previous year. It is the only event planned. TLI Net Income/(Loss) (21,073) Toastmasters Leadership Institute will continue to grow. District 3 is looking at ways to service more clubs, especially in Northern Arizona. The district will continue to offer 5 main events per season, 4 throughout the valley and 1 in Tucson. A back to back event in the Phoenix metro area has been successful and we hope to continue the pattern. The district continues to look for high value facilities, especially those that allow the district to bring in food to keep costs reasonable. District Store Net Income/(Loss) There is no District Store. Other Revenue No additional revenue is expected. Marketing 27,655 Marketing budget will primarily be spent on building club strength through membership programs. Programs have been designed to boost existing Toastmasters membership programs, with the objective to drive existing members to build upon membership within their clubs. There will also be a strong focus in helping clubs in need of assistance through coaching. This year is expected to be a good year for new clubs, with as many as 30 clubs chartering. Pathways will be a key tool in marketing Toastmasters. District 3 will continue to provide newly chartered clubs with a club banner, guest book, plus conduct officer training off cycle for the new clubs that form after TLI season. The district will continue to supplement the Toastmaster annual campaigns with incentives. The focus will start with the Smedley campaign and follow up through the year with each of the TI programs. Additionally, District 3 will provide both club and member incentives: 'bragging rights,' recognizing club growth on a monthly basis and at the end of the year and 'membership master,' rewarding members as they gain credit for attaining new members over the course of the year.

3 TOASTMASTERS INTERNATIONAL DISTRICT Following is a brief description/explanation of the estimated income and estimated expenses based on the goals outlined in the district success plan. The white rows are not password protected. Users may adjust the white area as necessary by adjusting the row height. Alternatively, a separate sheet may be used. Each section of this narrative page must be completed in order for this report to be considered complete and counted as received by WHQ. There are example questions to answer in each box. These can be deleted and replaced by your answers. (Numbers are pulled from Summary tab) Budgeted Communications and Public Relations 28,097 Our objective is to change District 3's trend of missing Distinguished due to membership by expanding the membership base. 1. District 3 has a history of a large number of dual members. 2. Due to the increase in membership dues to $45 dual memberships are on the decline. 3. The only way to sustain District 3 Toastmasters path to Distinguished status is to bring in new members. 4. Focusing more on Media activity (local Public Relations and Advertising) as well as using different Social Media tools (Facebook Live, Instagram, LinkedIn strategies) will make this happen. 5. The current Public Relations Manager has developed a Public Relations Plan, Public Relations Committee, recruited volunteers, published the Public Relations Calendar on the District website that list networking events, trade shows, TV appearances, and advertisements planned for this year. 6. The first event was a success and resulted in approximately 100 prospective new members. 7. District 3's presence will be prominent at approximately 10 events that are expected to result in 100 prospective new members (including events such as Small Business Expo(s), Phoenix Networking Group, Phoenix Business Journal, Pride Festivals in Tucson and Flagstaff and the Tucson Book Festival). 8. To turn the prospective new members into actual members, the Public Relations Committee is working to make contact shortly after each event to direct them to clubs that fit their needs. Education and Training 16,005 District 3 will work to better promote the educational tools provided by TI, including Speechcraft, Youth Leadership, High Performance Leadership and Speaker's Bureau. Dues Renewal moved from a marketing function to a program quality function, expenses for promotions and incentives have been moved to reflect this. We expect pathways to help significantly with dues renewals by keeping existing members interested in the long awaited program. Pathway's Guides and Ambassadors are being trained to train clubs on the implementation of Pathways. Pathways is expected to be implemented in District 3 December 7, Speech contests 6,910 Speech contests draw no revenue in District 3. Cost includes 4 training events that will be paired with SMaC training, Trophies, Engraved plaques for trophies, along with required printing and supplies for the district contests. This year, the district will purchase 3rd place trophies to give to eligible contestants in area contests, District 3 understands this will not be all contests, but want to provide that recognition where possible (contests with 5 or more contestants). Administration 26,323 The main focus is to work on updating the Website, fees are covered and that achievement recognition is accorded to the membership not only for this year but also for year's past (where missing information can be recouped). An event to recognize corporations with clubs is being planned. This would be scheduled in February prior to Dues renewal month of March to encourage them to continue supporting employee Toastmasters membership. The ROI is retention. There are clubs where the employees are apprehensive to leave their desk to attend a meeting. This event will let management know the value of Toastmasters. This event would be an event that would pay dividends for years to come, especially if Corporate members seek dual membership in community clubs. The Administration budget also provides funding for 4 DEC meetings and 2 council meetings and the printing cost for these meetings. Name badges and business cards are included for District leaders. Travel 18,196 The main focus is to ensure District leaders, Pathway Guides and Ambassadors are reimbursed when traveling over 40 miles for an educational or training session. Those who travel over 40 miles for training are reimbursed at $.14. Funding is also allocated to cover travel to trainings and convention for Trio. 1. Travel for Pathways Guides and Ambassadors is listed on line 7062 under "Other Members". 2. Funding is allocated for 19 trips for Mohave, Picacho, and Catalina. 3. There are 16 clubs in Mohave and 3 clubs that do not have dual members in Area C5 (Sierra Vista). 4. Funding covers October, November and December Pathways visits. Other Expenses No additional Expenses are expected.

4 Account # Account Name Jul17 Aug17 Sep17 Oct17 Nov17 Dec17 Jan18 Feb18 Mar18 Apr18 May18 Jun18 Total 6005 Membership Revenue 1,126 1,821 32,922 6,260 2,579 1,010 1,611 4,120 30,182 6,765 3,033 4,037 95,466 **This amount is provided by World Headquarters in an .

5 Account # Account Name Jul17 Aug17 Sep17 Oct17 Nov17 Dec17 Jan18 Feb18 Mar18 Apr18 May18 Jun18 Total Conference Revenue 6025 Conference RegistrationMember registrations 28,675 30,000 58, Conference RegistrationSpouse / guest 6025 registrations ConferenceLate registrations 6025 Conference Registration Meal Events 6025 Conference RegistrationSpeech contest 6025 Conference Registration Other 6025 Conference RegistrationTraining 6050 Conference Refunds Registration & Tickets 6055 Conference Refunds Other 6060 Reimbursments Registration & Tickets 6030 ConferenceSponsorship/Advertising 2,412 1,000 3, ConferenceRaffle 1,050 1,200 2, ConferenceAuction 6010 ConferenceDonation ConferenceOther Revenue Total Conference Revenue 32,137 33,010 65,147 Conference Expenses 7004 ConferenceBadges & Pins 7008 ConferencePromotional Materials ConferenceAwards Expense (Trophies, Plaques, ConferenceSupplies Ribbons & Certificates) & Stationery Expense ConferenceRoom Rental Event Expense ConferenceMeal Event Expense 26,728 27,000 53, ConferenceDecorations Expense ConferencePrinting Expense 2,232 2,400 4, ConferenceAudio Visual Expense , ConferencePhotocopying Expense 7042 ConferenceOutside Contractor Expense 7048 ConferenceEquipment Purchase Expense (Less 7070 ConferenceBank than $500) Charges & Credit Card Fee 7072 ConferenceSales Expense Tax Expense (incl. GST, VAT, 7078 ConferenceFood etc.) Expense 7080 ConferenceGifts & Thank Yous , ConferenceMiscellaneous Expenses , Equipment Rental Total Conference Expenses 32,095 33,010 65,105 Conference Net Income/(Loss) 42 42

6 Account # Account Name Jul17 Aug17 Sep17 Oct17 Nov17 Dec17 Jan18 Feb18 Mar18 Apr18 May18 Jun18 Total Fundraising Revenue 6025 Fundraising Registration 3, , Fundraising Donations Individual 6010 Fundraising Donations Corporate 6010 Fundraising Donations Other 6050 Fundraising Refunds Registration & Tickets 6055 Fundraising Refunds Other 6060 Reimbursments Registration & Tickets 6020 Fundraising Other Revenue 6030 Fundraising Sponsorship/Advertising Revenue 6035 Fundraising Raffle Revenue 6040 Fundraising Auction Revenue Total Fundraising Revenue 3, ,774 Fundraising Expenses 7008 FundraisingPromotional Materials 2,096 2, FundraisingAwards Expense (Trophies, Plaques, Ribbons & Certificates) 7012 FundraisingSupplies & Stationery Expense 7014 FundraisingRoom Rental Event Expense 1,350 1, FundraisingDecorations Expense FundraisingAudio Visual Expense 7042 FundraisingOutside Contractor Expense 7070 FundraisingBank Charges & Credit Card Fee Expense 7078 FundraisingFood Expense 4,649 4, FundraisingMiscellaneous Expenses Equipment Rental 7020 FundraisingPrinting Expense FundraisingGifts & Thank Yous Total Fundraising Expenses 4,304 5,385 9,689 Fundraising Net Income/(Loss) (564) (5,351) (5,915)

7 Account # Account Name Jul17 Aug17 Sep17 Oct17 Nov17 Dec17 Jan18 Feb18 Mar18 Apr18 May18 Jun18 Total TLI Revenue 6025 TLI RegistrationMember registrations 5, ,200 3,600 1,200 1,200 13, TLI RegistrationSpouse / guest registrations 6025 TLI RegistrationLate registrations 6025 TLI RegistrationMeal Events 6025 TLI RegistrationSpeech contest 6025 TLI RegistrationOther 6025 TLI RegistrationTraining 6025 TLI RegistrationSpeechcraft 6050 TLI Refunds Registration & Tickets 49 (49) 6055 TLI Refunds Other 6060 Reimbursments Registration & Tickets 6030 TLI Sponsorship/Advertising 6035 TLI Raffle 6010 TLI Donation 6020 TLI Other Revenue Total TLI Revenue 5, ,200 3,600 1,200 1,200 13,138 TLI Expenses 7006 TLIEducational Materials , TLIAwards Expense (Trophies, Plaques, Ribbons , TLISupplies & Certificates) & Stationery Expense , , TLIRoom Rental Event Expense 1,645 3,000 3,000 3,000 3,000 13, TLIMeal Event Expense 7020 TLIPrinting Expense , , , TLIPhotocopying Expense 7070 TLIBank Charges & Credit Card Fee Expense 7072 TLISales Tax Expense (incl. GST, VAT, etc.) 7080 TLIGifts & Thank Yous TLIMiscellaneous Expenses , Equipment Rental 7078 TLIFood Expense , , TLIPromotional Materials , TLIIncentives Total TLI Expenses 4,475 1, ,200 4,793 4,360 5,400 4, ,960 4,200 34,211 TLI Net Income/(Loss) 772 (742) (191) (1,200) (4,793) (3,160) (1,800) (2,800) (200) (3,960) (3,000) (21,073)

8 Account # Account Name Jul17 Aug17 Sep17 Oct17 Nov17 Dec17 Jan18 Feb18 Mar18 Apr18 May18 Jun18 Total 6045 District Store Revenue 7002 Cost of Sales Expense District Store District Store Net Income/(Loss) TOASTMASTERS INTERNATIONAL DISTRICT Account # Account Name Jan00 Jun08 Aug07 Feb26 Jul11 Jun02 Oct00 Oct00 Aug01 Jul09 Jul06 Oct03 Total Other Revenue 6010 Donation Revenue 6015 Interest Income 6020 Miscellaneous Income 6025 Registration & Ticket Revenue 6030 Sponsorship/Advertising Revenue 6035 Raffle Revenue 6050 Refunds Registration & Tickets 6055 Refunds Other District Store Net Income/(Loss)

9 Account # Account Name Jul17 Aug17 Sep17 Oct17 Nov17 Dec17 Jan18 Feb18 Mar18 Apr18 May18 Jun18 Total Marketing Expenses Marketing Building New Clubs 7006 MarketingEducational Materials MarketingPromotional Materials 7010 MarketingAwards Expense (Trophies, Plaques, 7012 MarketingSupplies Ribbons & Certificates) & Stationery Expense MarketingAdvertising Expense 7044 MarketingPostage & Shipping Expense MarketingIncentives ,250 5, MarketingPrinting Expense MarketingPostage & Shipping Expense ,375 8,346 Marketing Membership Growth 7004 MarketingBadges & Pins 7006 MarketingEducational Materials 7008 MarketingPromotional Materials MarketingAwards Expense (Trophies, Plaques, MarketingAdvertising Ribbons & Certificates) Expense 7040 MarketingTrade Show Registration Expense 7086 MarketingMiscellaneous Expenses MarketingIncentives 225 1,500 1,500 1,500 4, MarketingPrinting Expense MarketingPostage & Shipping Expense , , ,570 6,090 MarketingClub coaches 7006 MarketingEducational Materials 7010 MarketingAwards Expense (Trophies, Plaques, 7020 MarketingPrinting Ribbons & Certificates) Expense MarketingIncentives 2,400 2, MarketingRoom Rental Event Expense MarketingFood Expense ,400 3,519 MarketingRebuilding 7004 MarketingBadges & Pins 7006 MarketingEducational Materials 7010 MarketingAwards Expense (Trophies, Plaques, Ribbons & Certificates)

10 MarketingRecognition 7004 MarketingBadges & Pins 7008 MarketingPromotional Materials 7010 MarketingAwards Expense (Trophies, Plaques, 7020 MarketingPrinting Ribbons & Certificates) Expense 7080 MarketingGifts & Thank Yous 7082 MarketingIncentives , MarketingMiscellaneous Expenses ,550 MarketingOther Expense 7008 MarketingPromotional Materials 7010 MarketingAwards Expense (Trophies, Plaques, 7036 MarketingAdvertising Ribbons & Certificates) Expense 7048 MarketingEquipment Purchase Expense (Less 7078 MarketingFood than $500) Expense 7080 MarketingGifts & Thank Yous MarketingMiscellaneous Expenses Total Marketing Expenses ,420 1,825 1,875 1,975 1,675 1,375 3,570 1,575 8,495 27,655

11 Account # Account Name Jul17 Aug17 Sep17 Oct17 Nov17 Dec17 Jan18 Feb18 Mar18 Apr18 May18 Jun18 Total Communications & PR Expenses 7008 CPRPromotional Materials 1, , CPRSupplies & Stationery Expense CPRRoom Rental Event Expense 7020 CPRPrinting Expense 7024 CPRNewsletter Expense 2,350 2,350 4, CPRWebsite Expense 3,000 3,050 6, CPRDirectory Expense 7042 CPROutside Contractor Expense 7044 CPRPostage & Shipping Expense CPRMiscellaneous Expenses CPRAdvertising Expense 2,500 2,100 1,000 2,100 7, CPRTrade Show Registration Expense 1, ,874 Total Communications & PR Expenses 3,082 2,791 5,900 3,825 3, ,300 1,100 2,950 2, ,097

12 Account # Account Name Jul17 Aug17 Sep17 Oct17 Nov17 Dec17 Jan18 Feb18 Mar18 Apr18 May18 Jun18 Total Education & Training Expenses Distinguished Clubs 7006 ETEducational Materials 7008 ETPromotional Materials 7010 ETAwards Expense (Trophies, Plaques, Ribbons 7078 ETFood & Certificates) Expense 7080 ETGifts & Thank Yous 7082 ETIncentives , ETPostage & Shipping Expense ETPrinting Expense ,820 Training Club Officers 7006 ETEducational Materials ETAwards Expense (Trophies, Plaques, Ribbons ETRoom & Certificates) Rental Event Expense 7016 ETMeal Event Expense 7042 ETOutside Contractor Expense 7078 ETFood Expense Training Division & Area Directors 7004 ETBadges & Pins 7006 ETEducational Materials 7012 ETSupplies & Stationery Expense ETRoom Rental Event Expense 7016 ETMeal Event Expense 7078 ETFood Expense ,600 4, ETPrinting Expense ,000 1,000 1,800 5,639 Training Areas & Divisions 7006 ETEducational Materials ETAwards Expense (Trophies, Plaques, Ribbons ETFood & Certificates) Expense Other Expenses 7004 ETBadges & Pins 1,000 1, , ETEducational Materials ETAwards Expense (Trophies, Plaques, Ribbons ETMeal & Certificates) Event Expense 7082 ETIncentives 1,000 2,000 3, ETMiscellaneous Expenses 7020 ETPrinting Expense ETPostage & Shipping Expense ETRoom Rental Event Expense ETFood Expense ,200 1, ,200 3,280 7,134 Total Education & Training Expenses 1, ,980 1, , ,280 3, ,380 16,005

13 Account # Account Name Jul17 Aug17 Sep17 Oct17 Nov17 Dec17 Jan18 Feb18 Mar18 Apr18 May18 Jun18 Total Speech Contest Revenue 6010 SCDonation Revenue 6015 SCInterest Income 6020 SCMiscellaneous Income 6025 SCRegistration & Ticket Revenue 6030 SCSponsorship/Advertising Revenue 6035 SCRaffle Revenue 6050 SCRefunds Registration & Tickets 6055 SCRefunds Other Total Speech Contest Revenue Speech Contest Expenses 7006 SCEducational Materials 7010 SCAwards Expense (Trophies, Plaques, Ribbons 703 4, , & SCSupplies Certificates) & Stationery Expense SCRoom Rental Event Expense SCFood Expense SCMiscellaneous Expenses 7090 Equipment Rental 7020 SCPrinting Expense Total Speech Contest Expenses , ,910 Speech Contest Net Income/(Loss) (152) (903) (4,950) (705) (200) (6,910)

14 Account # Account Name Jul17 Aug17 Sep17 Oct17 Nov17 Dec17 Jan18 Feb18 Mar18 Apr18 May18 Jun18 Total Administration Expenses 7004 AdminBadges & Pins AdminPromotional Materials , AdminAwards Expense (Trophies, Plaques, , Ribbons AdminSupplies & Certificates) & Stationery Expense , AdminRoom Rental Event Expense , AdminPrinting Expense , AdminAudio Visual Expense 7026 AdminWebsite Expense 1, , AdminPhotocopying Expense 7032 AdminTelephone Expense 7034 AdminConference Calls & Webinars Expense , AdminPostage & Shipping Expense AdminExpress Mail/Courier Expense AdminEquipment Purchase Expense (Less than , AdminBank $500) Charges & Credit Card Fee Expense , AdminFood Expense , AdminMiscellaneous Expenses , Sympathy Expense Storage Expenses , Equipment Rental Total Administration Expenses 3, ,157 2,338 3,313 1,880 1,905 2,755 1,734 2,163 2,180 1,405 26,323

15 Account # Account Name Jul17 Aug17 Sep17 Oct17 Nov17 Dec17 Jan18 Feb18 Mar18 Apr18 May18 Jun18 Total Travel Expenses District Director 7056 Convention Registration Fees Expense Lodging Expense 2, , Transportation Airfare Expense Transportation Mileage Expense , Transportation Taxis/Shuttle Expense Transportation Rail Expense 7068 Transportation Other Expense 7078 TravelFood Expense , ,370 Club Growth Director 7056 Convention Registration Fees Expense Lodging Expense 1, , Transportation Airfare Expense 7062 Transportation Mileage Expense Transportation Taxis/Shuttle Expense Transportation Rail Expense 7068 Transportation Other Expense 7078 TravelFood Expense , ,609 Program Quality Director 7056 Convention Registration Fees Expense Lodging Expense 1, , Transportation Airfare Expense Transportation Mileage Expense Transportation Taxis/Shuttle Expense Transportation Rail Expense 7068 Transportation Other Expense 7078 TravelFood Expense , ,743 Finance Manager 7058 Lodging Expense 7060 Transportation Airfare Expense 7062 Transportation Mileage Expense 7064 Transportation Taxis/Shuttle Expense 7066 Transportation Rail Expense 7068 Transportation Other Expense 7072 TravelSales Tax Expense (incl. GST, VAT, etc.)

16 Account # Account Name Jul17 Aug17 Sep17 Oct17 Nov17 Dec17 Jan18 Feb18 Mar18 Apr18 May18 Jun18 Total PR Manager 7058 Lodging Expense 7060 Transportation Airfare Expense 7062 Transportation Mileage Expense Transportation Taxis/Shuttle Expense 7066 Transportation Rail Expense 7068 Transportation Other Expense 7072 TravelSales Tax Expense (incl. GST, VAT, etc.) Administration Manager 7058 Lodging Expense 7060 Transportation Airfare Expense 7062 Transportation Mileage Expense Transportation Taxis/Shuttle Expense 7066 Transportation Rail Expense 7068 Transportation Other Expense 7072 TravelSales Tax Expense (incl. GST, VAT, etc.) Division Director 7058 Lodging Expense 7060 Transportation Airfare Expense 7062 Transportation Mileage Expense Transportation Taxis/Shuttle Expense 7066 Transportation Rail Expense 7068 Transportation Other Expense 7072 TravelSales Tax Expense (incl. GST, VAT, etc.) Area Director 7058 Lodging Expense 7060 Transportation Airfare Expense 7062 Transportation Mileage Expense , Transportation Taxis/Shuttle Expense 7066 Transportation Rail Expense 7068 Transportation Other Expense 7072 TravelSales Tax Expense (incl. GST, VAT, etc.) ,920

17 Account # Account Name Jul17 Aug17 Sep17 Oct17 Nov17 Dec17 Jan18 Feb18 Mar18 Apr18 May18 Jun18 Total IPDG 7058 Lodging Expense 7060 Transportation Airfare Expense 7062 Transportation Mileage Expense 7064 Transportation Taxis/Shuttle Expense 7066 Transportation Rail Expense 7068 Transportation Other Expense 7078 TravelFood Expense Keynote Speaker 7058 Lodging Expense 7060 Transportation Airfare Expense 7062 Transportation Mileage Expense 7064 Transportation Taxis/Shuttle Expense 7066 Transportation Rail Expense 7068 Transportation Other Expense 7072 TravelSales Tax Expense (incl. GST, VAT, etc.) Other Member 7058 Lodging Expense 7060 Transportation Airfare Expense 7062 Transportation Mileage Expense , Transportation Taxis/Shuttle Expense 7066 Transportation Rail Expense 7068 Transportation Other Expense 7072 TravelSales Tax Expense (incl. GST, VAT, etc.) ,594 Total Travel Expenses 1,202 6, , , ,000 1, ,196

18 Account # Account Name Jul17 Aug17 Sep17 Oct17 Nov17 Dec17 Jan18 Feb18 Mar18 Apr18 May18 Jun18 Total Other Expenses 7086 Miscellaneous Expenses Total Other Expenses