Below are the steps and milestones that must be met for a successful club coach to earn credit toward the education program.

• The club coach must serve at least six months.
• The club coach can not join the club during their appointment.
• The club coach must submit and complete the required forms:
  • The Club Coach Preliminary Report within 30 days of appointment
  • The Club Coach Progress Report every 60 days
  • The Club Coach Final Report after their appointment has ended
• Following the six-month term, the coached club must achieve Distinguished or better status by the subsequent June 30.
• To receive credit, the Club President (or officer delegate) of the coached club must notify World Headquarters in writing.
• To earn an additional education credit toward a District leader role, the coached club must also have 20 or more paid members.

If the coach is unsuccessful, the appointment can be extended up to two additional program years.