Club Training


Take the Online Training for the 2020-21 Year

Presidents, treasurers, and advisors can take the online club training to charter for the 2020-21 academic year; good through Friday, October 8, 2021. Select your position below to take the training.

Take the President Training.

Take the Treasurer Training.

Take the Advisor Training.

Charters for the last academic year (2019-20) are good through Friday, October 9, 2020. To avoid a lapse in recognition status, renew your charter by October 9.

Only the president, treasurer, and advisor are required to complete the online training. 

  • Allow 30 minutes.
    The training takes about 30 minutes to complete.
  • Sign in to your Cal Poly Portal.
    To authenticate your completion at the end of the training, you will need to be signed in at
  • You can pause it.
    The training does not have to be completed during one session; just use the same computer and browser when resuming.
  • All three positions are required.
    The president, treasurer, and the advisor must input their information at the end of the training.

Online Training FAQs

What's next?

If you are adding a position to your charter, you may only need to have that person electronically sign the charter. However, if you are renewing your club, you will need to submit a new electronically signed charter and your last year's club roster. See below for more details.

Presidents: Don't see your charter in your email? Make sure you, your treasurer, and advisor finish the training and input your information at the end.

Submit your electronically signed charter.

If you are renewing your charter, all three required positions (president, treasurer, and advisor) must complete the online training before club officers can receive their charter. After the last person completes the training, ASI Club Services ( will email the president a Cal Poly Recognized Student Organization (RSO) Charter via AdobeSign within 5-7 business days. The Charter will contain fillable fields that can be signed electronically.

Submit a roster (for renewing clubs only).

If you are renewing your charter, submit an electronic copy of your roster of club members from the 2019-20 academic year to ASI Club Services with your electronically signed charter. Feel free to copy and paste member information into this Roster Template (Excel document download). Please include all active members from the 2019-20 year, including those who have graduated. A charter renewal without a roster containing member names and email addresses cannot be processed. Cal Poly email addresses preferred.

Visit the information page for the club roster requirement.

Note: After the new officer’s electronic signature is submitted, the University will review the new officer position request. Please allow up to seven business days for review. Until the new officer has been approved by the University, no electronic documents will be accepted, including those with the new officer’s electronic signature as a signing officer of your organization. 

Is there a deadline for submitting a charter?

You can submit your charter anytime.

Cal Poly doesn't restrict clubs from submitting charters for the 2020-21 academic year. You can still submit a charter anytime during the year, and your club will be eligible for recognition. 

Note: Until your club is recognized, you won't be able to operate with the benefits that accompany becoming a recognized student organization. Until the training is complete and your charter has been approved, your officers and advisor won't be able to: 

  • submit or electronically sign any paperwork, including reimbursements.
  • submit event publicity requests.

Also, you should not be using the University name or Cal Poly branding in connection with your club unless you are recognized.

Do advisors have to take the training?


All advisors, new and returning, must complete the full Advisor Training.

Why is there a training?

It's required, and it's designed to help you.

Officer and advisor training is one of the Executive Orders required of all CSUs. The Clubs & Organizations Office, a department within Student Affairs, officially recognizes Cal Poly clubs based on university standards and requirements, which include a current Charter. In order to remain active (e.g. access club funds, receive ASI Club Funding, submit E-Plans), all presidents, treasurers, and advisors must complete the online training annually, and every club must renew its charter each year.

Plus, there's information in the training which you will need to be able to run your club.

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