pets outlines booklet€¦ · 2017 pets training. use this booklet as your pets program/diary....
Post on 05-Oct-2020
1 Views
Preview:
TRANSCRIPT
Presidents Elect Training Seminar Young Feb 25-26, 2017
Presentations Outlines This booklet contains an outline summary of each of the presenta ons at the
2017 PETS Training. Use this booklet as your PETS program/diary. Write notes
in it, jot down your ques ons / comments and keep it as a reference for your
year as President of your club.
District Training Team:
2017
George Weston
2017‐18 District Governor
Paul Murray John Egan Gary Roberts Peter Gissing Alan Sharp
Saturday PETS training 10:00 to 5:10
Start time Duration Presentation Title Presenter
10:00 AM 5 Welcome to PETS DG Michael Milston
10:05 AM 15 Welcome Overview Training Team PDG John Egan
10:20 AM 40 DG Goals 2017/18 Board & AG's DGE George Weston
11:00 AM 10 RI President's Theme DGE George Weston
11:10 AM 20 Plan Your Year‐The Process Alan Sharp
11:30 AM 15 Break
11:45 AM 20 Members Profile ClubRunner Paul Murray
12:05 PM 20 Board Members Updates ClubRunner Paul Murray
12:25 PM 20 District Directory ‐ a real power tool ClubRunner Paul Murray
12:45 PM 45 Lunch
1:30 PM 20 Leadership‐Conflict Resolution Peter Gissing
1:50 PM 15 Youth Programs PDG Gary Roberts
2:05 PM 15 Service Projects Peter Gissing
2.20 PM 15 Risk Management and Insurance Sam Catanzariti
2.35 PM 25 Grants/Foundation PDG David Kennedy
3:00 PM 10 Stretch Break
3:10 PM 20 Administration + Child Protection PDG Gary Roberts
3:30 PM 30 Growing Your Club Jo McRae
4:00 PM 10 Financial Responsibility Doug Conkey
4:10 PM 20 Your Role‐Meeting Procedure Peter Gissing
4:30 PM 20 Reports and Presentations Powerpoint Paul Murray
4:50 PM 20 Public Image PDG John Egan
5:10 PM Wrap Up Dinner 7 for 7.30 PM PDG John Egan
Sunday PETS training 9:00 to 12:00
9:00 AM 10 Welcome Overview DGE George & PDG John
9:10 AM 20 Rotary Club Central My Rotary Paul Murray
9:30 AM 70 AG Groups‐YourPlan RCC Goals AG's
10:40 AM 10 Stretch Break
10:50 AM 15 Your Club Website Options Paul Murray
11:05 AM 15 Social Networking Facebook plus PDG John Egan
11:20 AM 20 Make Your Club the Place to BE PDG John Egan
11:40 AM 15 General Meeting DG Michael Milston
11:55 AM 5 Calendar‐Essential Dates DGE George Weston
12:00 PM PETS Concluded Return Home DGE George & PDG John
AppendicesDistrict Strategic Plan 2017‐ 2020 Page 36
Membership Sustainability Grants Page 39
2017‐18 Presidential Citation Page 46
Group Cultural Exchanges Page 50
2017 PETS Survey Page 52
PETS Presentations Schedule
Page 2 of 52
2017 PETS Presenters Summary Outlines Young – Feb 25 & 26, 2017
District Governor Michael Milston will give the official welcome.
Saturday Start 10:00 AM Duration 5 minutes Presentation Title
Welcome to PETS
Phone: 6362 5360 Mobile: 0419 414 959 Michael Milston
Email: governor9700milston@bigpond.com Club: Orange Daybreak
DG
Page 3 of 52
2017 PETS Presenters Summary Outlines Young – Feb 25 & 26, 2017
This is the Team
Our Aims
What we want you to leave with.
Confidence in managing and growing yourclub
Knowledge of Important RotaryProgrammes
Even better people Skills
Awareness of events and deadline
Insurance and the Implications
Familiarity with ClubRunner
Social Media and how to use it effectively..
and enjoy yourself!!
Saturday Start 10:05 AM Duration 15 minutes Presentation Title
Welcome Overview Training Team/Program
Phone:59083421 Mobile: 0402 488 349 PDG John Egan
Email: johnandmariaegan@gmail.com Club: Wollundry WW Training Team Chair
Page 4 of 52
2017 PETS Presenters Summary Outlines Young – Feb 25 & 26, 2017
Introduction of Board and AG’s
Saturday Start 10:20 AM Duration 40 minutes Presentation Title
DG's Goals 2017/18 Introduce Board & AGs
Phone:02 6953 6344 Mobile: 0417 519 580 George Weston
Email: george@westonandweston.com.au Club: Leeton DGE
District Secretary Marilyn Roberts
District Treasurer Douglas Conkey
Immediate PDG Michael Milston
DGE John Glassford
Administration Gary Roberts
Foundation David Kennedy
Public Image John Egan
Membership Joanne McRae
Service Projects
Greg Murphy
Youth Programs Debbie Schache
AG Group 1 Don Jewell
AG Group 2
AG Group 3 Bob Manning
AG Group 4 Julie Poplin
AG Group 5 Bryan Short
AG Group 6 Miles Hedge
Page 5 of 52
2017 PETS Presenters Summary Outlines Young – Feb 25 & 26, 2017
Welcome Purpose of Training
To give you the skills of confidenceFor your year as Club President.Your job this weekend is to develop a plan for your clubs
in 2017/2018 This training is progressive and will be completed at
District Assembly.
Introduction of 2017/2018 Team Today Tonight Tomorrow
YOU ARE MY KEY PEOPLE
Three areas of focus1. YOUTH2. FOUNDATION3. CLUB
“My aim is to help you and your Club to enjoyyour Rotary and the rest will follow.”
Page 6 of 52
2017 PETS Presenters Summary Outlines Young – Feb 25 & 26, 2017
RIPE Ian Riseley has given us a great theme and logo
Use these in Public Image The logo is colourful and
the theme is easy to understand and use
Ian’s Video –ROTARY MAKING A DIFFERENCE BE PROUD TO BE A ROTARIAN
Saturday Start 11:00 AM Duration 10 minutes Presentation Title
RI Presidents Theme
Phone:02 6953 6344 Mobile: 0417 519 580 George Weston
Email: george@westonandweston.com.au Club: Leeton DGE
Page 7 of 52
2017 PETS Presenters Summary Outlines Young – Feb 25 & 26, 2017
A Process That You May Use Key Points of the presentation *Every club is unique *Presidents are individuals *Management *Leadership * Use of Club Board * An effective Rotary Club *Annual projects THE CLUB PLAN *An instrument to assist *Common elements *Use of the D9700 plan *Club goals to consider resources of the club *How to measure success *Goals need to be time specific CAUTIONS *Time management *Assistance to team members *Human resources NOTES
Saturday Start 11:10 AM Duration 20 minutes Presentation Title
Plan Your Year-The Process
Phone:6926 2965 Mobile: 0429 095878 Alan Sharp
Email: alan.sharp99@bigpond.com Club: WW Sunrise Training Team
Page 8 of 52
Dis
tric
t P
rio
riti
es
Dis
tric
t T
arg
ets
Clu
b
Tar
get
s A
ctio
n
Tim
e
From D9700 Plan
From D
9700 Plan
W
hat ?
Who ?
When
/
PETS 2017
Page 9 of 52
Dis
tric
t P
rio
riti
es
D
istr
ict
Tar
get
s C
lub
Tar
get
s R
ota
ry C
lub
201
7/18
A
ctio
n
Tim
e
From the District Plan
From the District Plan
What ?
Who ?
When
?
Develop lead
ers
Encourage n
ominations for
Presiden
tial C
itation
Encourage strategic
Planning
Encourage PETS an
d
Directors training
Qualify for a Presiden
tial Citation
Develop a club plan
Club officers to attend training
Presiden
t an
d Board
Presiden
t an
d m
embers
PE an
d Directors
By March 2018
July 2017
Feb & April 2017
Improve Organ
isational
Perform
ance
Circulate District new
sletter
Contribute to District New
sletter
Invite Assistant Governor to m
eeting
PR Director
Presiden
t As required
Support and Sustain Clubs
Clubs im
plemen
t an
action
plan
Net in
crea
se of 80 m
embers
Implemen
t the club plan
Net in
crea
se of 2 m
embers
Support new
mem
bers
Increa
se m
embers kn
owledge of the
Rotary organ
isation
Mem
bers
Mem
bers
Men
toring an
d m
onthly
Friday social gathering
Encourage all to atten
d the
District Conference
March 2018
The Rotary Foundation
Contribute to Annual Giving
and Polio
Plus
400 Cen
turions
Award one PHF
Annual Giving $2000
Polio
Plus $1000 m
inim
um
Increa
se Centurion m
embers
Award a Pau
l Harris Fello
w
Apply for a District Grant
Foundation Director
Mem
bers
Director
March 2018
March 2018
Page 10 of 52
2017 PETS Presenters Summary Outlines Young – Feb 25 & 26, 2017
“Have good tools and know how to use them” ClubRunner Rotary Club Central
Review you club data Click on Clubs and Executives or Members by Clubs to review your club data. Find the empty boxes and go into Clubrunner and fill them in.
Presidents and Secretaries have access rights…BUT…..
Your members have the info. They can easily edit it themselves
Encourage your members to edit their own profiles
IT Committee with a
Photographer. It may be only one person. Their job would be to :
Assist with training members to update their own profiles Investigate and/or support Club website (you will receive support from
District) Take Members photos (Member’s photos put a personal touch to Rotary. It
brings the profile to life and is the main reason for the success of Facebook) Take Club or city photos for the District website. Show off your successful
projects with a good photo.
Saturday Start 11:45 AM Duration 20 minutes Presentation Title
Member Profiles ClubRunner
Phone:6928 5562 Mobile: 0408 285 562 Paul Murray
Email: grampamurray@gmail.com Club: Wollundry WW District Webmaster
Page 11 of 52
2017 PETS Presenters Summary Outlines Young – Feb 25 & 26, 2017
Directory deadlines
1. RI Directory…by March 10th
Need: Pres , Sec, Foundation, Membership, into ClubRunner
2. 9700 Directory…by March 31st Need: Board Positions and District Committee webpages and all members contact details correct
Club Officers Data: (Menu: Organization>Define Club Executives> Next year)
Next Year’s Club Officers (required) Next Year’s Presidents photo (required)
Members Data (in priority order)
1. Contact details (phone,email,address) 2. Join Date (will provide dates) 3. DOB (Date of Birth) 4. Photos 5. Partners 6. Classification 7. Designations (PP, PDG, PHF)
The Directory reflects your club. How would you like it to look?
Update your member’s data!
Saturday Start 12:05 PM Duration 20 minutes Presentation Title
Board Members Update Clubrunner
Phone:69285562 Mobile: 0408285562 Paul Murray
Email: grampamurray@gmail.com Club: Wollundry WW District Webmaster
Page 12 of 52
2017 PETS Presenters Summary Outlines Young – Feb 25 & 26, 2017
District Directory (available in 2 formats) 1. Directory File (DD9700.PDF)
PDF file…NO INTERNET needed Anchor links (very fast) Your Rotary Resource
2. Online DirectorUpdated continuously On the District Website DIRECTORY (on menu) Committees (on menu) Source of PDF file
File Instructions To View Directory
Copy DD9700.pdf from USB to yourcomputer Desktop
Go to Desktop Double click on DD9700
Try this Click on Blue links Click on GoBack box Click on 10 different blue links Click on Presidents Photos (Note Missing Pres photos)
Note Missing phones, emails and partners
Click “All Members by Clubs” for your club
Is the Partner listed? Is the phone listed and correct? Is the e-mail listed and correct?
Click “Club Board Members” for your clubAre the Titles Correct? (“Director” is not a correct title) Is the phone listed and correct? Is the e-mail listed and correct?
Saturday Start 12:25 PM Duration 20 minutes Presentation Title
District Directory Off line and fast - A Real Power Tool
Phone:69285562 Mobile: 0408285562 Paul Murray
Email: grampamurray@gmail.com Club: Wollundry WW District Webmaster
1
2
Page 13 of 52
2017 PETS Presenters Summary Outlines Young – Feb 25 & 26, 2017
Cause o Poor Communication & Understanding. o Inter‐personal Differences.
Beliefs and Values. Plans and Goals. Experience. Identity. Control. Opinions. Relationships. Personalities and sensitivities.
o Change in circumstances. o Competition. o Causes BOTH real and Imagined.
Prevention o Good Communication.
Verbal AND Non‐Verbal. Be assertive but NOT aggressive. Be a good listener ‐ Listen without interruption. Clarify and ask for feedback to ensure a clear understanding. Thank the person for listening.
o Show Leadership. Be committed to team leadership and involvement. Respect AND value everyone’s abilities and contribution. Intervene in a timely fashion.
Resolution o Be objective NOT emotional. o Attack the Problem NOT the person. o Focus on the Issue NOT your personal views. o Try to understand BOTH sides of the conflict. o Accept and respect that individual opinions may differ. o It is NOT a competition. o Forget the past and stay in the present. o Look for common ground (Focus on agreement NOT disagreement). o NEVER make assumptions or jump to conclusions. o Unless both parties are satisfied conflict will continue. o Build power with NOT over others.
o Seek a final resolution if possible.
Saturday Start 1:30 PM Duration 20 minutes Presentation Title
Leadership – Conflict Resolution
Phone:6922 3213 Mobile: 0419 358 063 Peter Gissing
Email: pgissing@y7mail.com Club: WW Sunrise Dir Service Projects
Page 14 of 52
2017 PETS Presenters Summary Outlines Young – Feb 25 & 26, 2017
Saturday Start 1:50 PM Duration 15 minutes Presentation Title
Youth Programs
Phone:02 6921 3135 Mobile: 0411 431 534 Gary Roberts
Email: robwag2@bigpond.com Club: WW Murrumbidgee Director Public Image
Youth Programs
Page 15 of 52
2017 PETS Presenters Summary Outlines Young – Feb 25 & 26, 2017
Page 16 of 52
2017 PETS Presenters Summary Outlines Young – Feb 25 & 26, 2017
Youth Service Programs – Contacts and details D9700 2017/18
Project Age Range Contact/Chair Details Date/Venue Website/Email District 9700 Debbie Schache 026331
Director 8120 jdschache@gmail.com Youth Service 0417
Projects 681295 2014-15
District 9700 Youth
Protection Officer
Rotary Youth Judith Hall 02 6384 Enquiries to www.rotary9700.org.au
Exchange Y9-Y11 3210 Contact person Australia d9700yx@gmail.com
RYEA 0457 843210
Rotary Youth John Willing 02 6366 CSU Bathurst Leadership 18-28 yrs 5033 lauren.a.slater@hotmail.com
Award 0418 RYLA 223 007 Circa April 18 2018
Rotary Youth Darren and 0409 Borambola – Program of Y9 Kathryn 120 108 Wagga Wagga Darren@pcresources.com.au
Enrichment Wallace November 24-25 RYPEN 2017
Rotaract 18-30yrs
Contact Director PDG Fred Loneragan
Interact High School
Contact Director PDG Fred Loneragan
Road Safety PDG Peter and 02 6342 www.ryda.org.au
Education Y11 Peggy Chivers 1760 pchivers@bigpond.com
(formerly 0408 RYDA) Southern Area 639 849 rso@leeton.nsw.gov.au
Sandra Robinson 02 6953
0931 Usually Bathurst brianburke3@bigpond.com
Northern Area and Cowra Brian Burke In March
02 6331 7769 0438 159 323
Page 17 of 52
2017 PETS Presenters Summary Outlines Young – Feb 25 & 26, 2017
Youth Service Programs – Contacts and details (continued)
Project Age Range Contact/Chair Details Date/Venue Website/Email
Rotary Murray- In Recess DarlingSchool of
Freshwater 9690 Research (
Model United In Recess usually Nations Teams of held in May Assembly Secondary
Rotary Canberra in May Dream Disabled & PDG Geoff and 02 6362 Contact Geoff for
Disadvantag Bettye Tancred 3487 details gjt@bigpond.net.au Primary 0427
Children 455 040
National
Sue Moffatt 02 6365 Two week science
Youth Y11 8195 odyssey in susimoffatt@gmail.com Forum
0414 Canberra in
NYSF
961 390 January Science Secondary John Saleh 02 6851
sandhill@westserv.net.au
Engineerin Students (Forbes) 2590
Challenge
Various venues bruce@orangeengineering.com.au Bruce Whiley 0427
(Orange North) 655 173
Trevor.webb@bigpond.com.au
Trevor Webb
(WW Kooringal) 02 6925
5627
flincoln@bigpond.net.au Frank Lincoln 0427
(Young) 917 334
02 6382
2783
0418
150 370
Science Various Universities www.scienceexperience.com.au
Page 18 of 52
2017 PETS Presenters Summary Outlines Young – Feb 25 & 26, 2017
3 THINGS TO REMEMBER 1. Draw on the experience of others – inside and outside of your Club2. Delegate – involve your Directors, members and non‐Rotarians.3. Know how to get help.
SOME USEFUL RESOURCES District Bulletin & News items www.rotary9700.org.au My Rotary www.rotary.org/myrotary Rotary Showcase www.rotary.org/showcase Subscribe to RI Newsletters https://my.rotary.org/en/news-features/newsletters Other Clubs, Bulletins, Facebook, Conferences etc. etc.
Saturday Start 2:05 PM Duration 15 minutes Presentation Title
Service Projects
Phone:6922 3213 Mobile: 0419 358 063 Peter Gissing
Email: pgissing@y7mail.com Club: WW Sunrise Dir Service Projects
Page 19 of 52
A FEW RANDOM THOUGHTS
1. Local Community Service is the backbone of Rotary Service and Fellowship.
2. Give thought to sharing and using ideas from other Clubs.
3. Let District know of some of your recent projects, perhaps when submitting annual service hours so that we can
learn and pass on to others.
4. Promote your projects well to ensure their success and to raise the profile of Rotary in your community – flows
through to membership etc.
5. Does your club have a website? Is it kept updated? Does your Club use social media to communicate with
members and the broader community?
6. Remember Rotarians are volunteers. Keep them involved and satisfied. Recognise their individual skills and
understand their availability. Encourage and support them and thank them for their involvement.
7. Monitor and review ongoing projects. Are they still relevant and effective for your Club and Community?
8. Risk assessments including consideration of Occupational Health & Safety, Food Safety regulations, insurance
arrangements etc. must be understood and in place.
9. Consider local School or University Scholarships and Public Speaking Competitions with local schools.
10. Work with organisations assisting disabled members of your Community.
11. Engage with members and organisations in your local indigenous or multi‐cultural communities.
12. Start a Police Awards programme or support the Rotary NSW Emergency Services Community Awards.
13. Nominate someone from your community for the District Vocational Excellence Awards.
14. Consider a RAWCS project. Teams can contain community members as well as Rotarians. Arrange your own
project or join in with another Club’s project.
15. Complete a community needs assessment and consider a project which might attract a District Grant.
Applications close April each year.
16. Consider utilising other sources of grant funding to support projects. Your local council can often help.
17. Consider donations to causes such as Polio Plus, Rotary Foundation, Shelter Box, RFFA, ROMAC ARH etc.
18. Support Rotary Youth programmes including RYPEN, RYLA, RYDA, NYSS, RAIC etc.
19. Do you have any Rotary community activities relating to Peace in your town?
20. Engage with non‐Rotarians who may be interested in community service. They might just join your Club!
21. Use the District website www.rotary9700.org.au to keep updated on activities and to find local resources and
contacts.22. Use internet resources provided by Rotary International www.rotary.org including educational
materials, My Rotary www.rotary.org/myrotary etc.
Page 20 of 52
2017 PETS Presenters Summary Outlines Young – Feb 25 & 26, 2017
Risk Management • Rotary has a Duty of Care to it’s Members and in certain circumstances to Members
of the Public and must make reasonable endeavors to ensure due diligence with respect of Public safety.
• It is recommended that all activities involving Youth/Children have a minimum of 2 adults in attendance at any 1 time, including in a motor vehicle.
Risk Management Audits • Rotary at all levels, should appoint a Risk Management Authority within the respective
organisations, with the responsibility to appraise, control and monitor the Risk factors involved in all current and future activities.
• A Sexual Abuse Liability Insurance Questionnaire is to be completed annually in April.
Clubs involving youth in their activities must: • Appoint a Club Protection Officer • Maintain a Register of Volunteer Declarations • Provide copies of all declarations to the District for document retention. • Complete & Return the Annual Club Insurance & Protection Declaration to the District
Insurance Officer • Assign one meeting annually for information & training • Clubs who host or sponsor YEP students must be “Certified” • Complete & send to DIO a “Risk Management Form” when requesting a Certificate of
Currency
Rotary Risk Management Checklist
Insurance Programme • Industrial Special Risk; any physical loss, destruction or damage not otherwise excluded happening at
the situation to the property insured. • Covering all tangible property, both real and personal property. • Limit of Liability $500,000 anyone loss. • Legal Liability • General Public & Products Liability: • Covering Personal Injury and/or Property Damage • Limit of Liability $50,000,000
• Limit of Liability Molestation $2,000,000
Saturday Start 2:20 PM Duration 15 minutes Presentation Title
Risk Management and Ins
Phone:69622725 Mobile: 0412 691 717 Sam Catanzariti
Email: sam.catanzariti@aon.com Club: Griffith District Insurance Officer
Page 21 of 52
2017 PETS Presenters Summary Outlines Young – Feb 25 & 26, 2017
Saturday Start 2:35 PM Duration 25 minutes Presentation Title
Grants/Foundation
Phone:6368 2780 Mobile: 0429316266 David Kennedy
Email: davidkennedy9700@gmail.com Club: Blayney Dir Rotary Foundation
Page 22 of 52
2017 PETS Presenters Summary Outlines Young – Feb 25 & 26, 2017
CONSTITUTION AND BYLAWS All clubs should have adopted the new Constitution and Bylaws. If your club has not done this please attend to this as soon as possible. The Templates for these documents can be found in the Home Page Download Files on the Home Page of the District Website.
YOUTH PROTECTION POLICY The district has a Youth Protection Policy to ensure the safety and wellbeing of our young and vulnerable people. The Youth Protection Policy and Procedure Manual can also be found on the District Website. Included in this policy is a requirement to have all members involved to have Working with Children Checks and the appointment of a Verification Officer at each Club. OTHER POLICIES The District also has policies for Public Interest Disclosures (Whistblower), Anti-fraud and Corruption and Emergency Critical Incident Policy and Procedure. It is not critical that you know all of these policies but you should be aware of their existence and content. I will be contacting every club in the District to ensure we comply with these regulations and am available to assist you with the proper governance of your club.
Saturday Start 3:10 PM Duration 20 minutes Presentation Title
Administration & Child Protection
Phone:02 6921 3135 Mobile: 0411 431 534 Gary Roberts
Email: robwag2@bigpond.com Club: WW Murrumbidgee Director Public Image
Page 23 of 52
2017 PETS Presenters Summary Outlines Young – Feb 25 & 26, 2017
As the Director of Membership – Club Sustainability, I report to the District Board on:
Membership Club Visioning and Strategic Planning RI Convention Promotion Rotary Down Under Merchandise Friendship Exchange Fellowships
I believe every Rotary Club is unique. We are guided by the same principles, but each club has a different feel – our meetings, our projects, our traditions, and our members make us unique. Rotarians join, and stay involved in Rotary for different reasons. There is no single one-size-fits all approach to ‘membership’. I believe it is up to club leaders to assess their membership needs and develop a plan – one which suits their club and their members. Why does membership matter?
Strong membership means your club is able to make a positive impact in your local community and around the world
Strong Clubs raise the public’s awareness of Rotary and its programs. Some questions to consider:
How many people have joined your club in the last 3-5 years? Why did they join? How many people have left your club in the last 3-5 years? Why did they leave? How does your club present itself in the media, in the local community and to guests/visitors to your club
meetings or activities? What will your club membership look like in 5, 10 or 15 years time? Does your club reflect the range of professions and cultures in your community? If your club folded, what would be the impact in your local community? If your club gained more members, what would be the impact in your local community?
Does your club have a plan? How to Start:
1. Evaluate your club 2. Create a vision for your club 3. Attract new members 4. Engage your members
Need a hand? Get in touch! There are many tools and resources available to guide you in developing your Club’s plan for Membership Sustainability and Growth.
Saturday Start 3:30 PM Duration 30 minutes Presentation Title
Growing Your Club
Phone: Mobile: 0419690895 Jo McRae
Email: joanne.m.mcrae@gmail.com Club: Orange Daybreak Dir Membership
Page 24 of 52
2017 PETS Presenters Summary Outlines Young – Feb 25 & 26, 2017
Manage Club Funds
Collect and submit fees /dues
Have a budget ready
Be sure that Club Funds, Operational Funds and
Charitable Funds are separated
Be aware of Financial Reporting Requirements
Keep a Good Relationship with your Treasurer.
Saturday Start 4:00 PM Duration 10 minutes Presentation Title
Financial Responsibility
Phone:69253039 Mobile: 0400909992 Douglas Conkey
Email: doug.conkey@bigpond.com Club: Wollundry WW District Treasurer
Page 25 of 52
2017 PETS Presenters Summary Outlines Young – Feb 25 & 26, 2017
Meetings Bloody Meetings. https://www.youtube.com/watch?v=vE7jfQt2ic4
Respect Time. o Prepare beforehand. o Urgent versus Important.
Have a Reason. o Prepare a proper Agenda AND communicate it. o Expect OUTCOMES. o Cancel a Meeting if its PURPOSE no longer exists.
Show Leadership. o Be committed to team leadership and involvement. o Democracy NOT Monarchy. o Respect AND value everyone's abilities and contribution. o BUT control the discussion. o AND Intervene in a timely fashion.
Framework. o Etiquette.
Respect AND value others. Orderly discussion. Look for the best outcome ‐ restrain criticism and never make it personal.
o Procedure is Important. Needs to be accepted AND understood. Degree of formality may vary.
o Reports. Comprehensive. Include Recommendations where appropriate. Consider prior circulation.
o Understand Legalities. Constitution & By‐Laws. Charity Status. Health & Safety. Keep proper Records. Proper minutes. Financial.
Club Membership. o Manage responsibly on their behalf. o Consult where reasonable. o Communicate and involve in outcomes.
Saturday Start 4:10 PM Duration 20 minutes Presentation Title
Your Role-Meeting Procedure
Phone:6922 3213 Mobile: 0419 358 063 Peter Gissing
Email: pgissing@y7mail.com Club: WW Sunrise Dir Service Projects
Page 26 of 52
2017 PETS Presenters Summary Outlines Young – Feb 25 & 26, 2017
Below are examples of Bad, Good and Better slides, with a brief explanation for each slide.
1. You have a photo to show…and
your audience want to see it…but
they can’t because you have
squeezed it in with 4 or 5 other
photos. What you see on your
computer is not what the
audience will see. Get up and
walk to the back of the room and
turn and look. That is what your
audience sees.
2. One photo per page. This photo
is good.
3.
4.
Fill the page with your photo. This photo is better because it is big enough for everyone to see. Be kind to your audience. Make photos as big as you can so they can see it.Paragraphs of text on the screen are very bad practice. Worse yet is to ask your audience to read it.
5. Short Bullet points are good.
Limit to 5 per slide
6. An image alone or a graphic alone is
better (slides 3 and 6). Put it up on
the screen. Give your audience a few
seconds to ponder it…and tell your
story. Less is more.
Avoid text animations…they detract from your message!
Do NOT have a slide show running in the background while you speak…INDIVIDUALLY TALK TO YOUR SLIDES…TELL
THE STORY !
Saturday Start 4:30 PM Duration 20 minutes Presentation Title
Reports and Presentations Powerpoint
Phone:69285562 Mobile: 0408285562 Paul Murray
Email: grampamurray@gmail.com Club: Wollundry WW District Webmaster
1
2
3 6
5
4
Page 27 of 52
2017 PETS Presenters Summary Outlines Young – Feb 25 & 26, 2017
Public Image. We aim to promote Rotary and its work both to Rotarians and the wider community. The Public Image Group is here to help.
Social Media is playing an increasing role in communication, and we are embracing it. Have you set up a club Facebook page?
Traditional Media still holds a strong role and we will continue to help the Clubs get their message across with this.
Newspapers love a good story with interesting photos. Nearly everyone listens to Radio at some time. Local ABC and community FM stations are a great place to start.
Local TV news are always in search of a story. Don’t hide your light..let it shine.
To that end, there will be Facebook seminars held across the District.
Similarly we will run “getting the best from your press” meetings as well
We encourage the use of the RI webpage as a source of information. Also as PI is closely related to Membership, we will be promoting the Membership Sustainability Grants.
So be prepared to attend these when they are advertised, and encourage others to come along as well. And remember, Perception is Reality! The smarter we can work, the better image we can project, the more likely others will join us. Without members Rotary ceases.
Saturday Start 4:50 PM Duration 20 minutes Presentation Title
Public Image Facebook/LinkedIn/Twitter
Phone:59083421 Mobile: 0402 488 349 John Egan
Email: johnandmariaegan@gmail.com Club: Wollundry WW Training Team Chair
Page 28 of 52
2017 PETS Presenters Summary Outlines Young – Feb 25 & 26, 2017
Rotary Club Central is a Goal Setting Tool To help clubs, we created a form matching the goals in Rotary Club Central. The form can be printed and used as a worksheet prior to loading into the Rotary Club Central.
Once you have established your goals you will need to load them to the Rotary International site. This should be done prior to July. Help will be provided to get your goals into Rotary Club Central. Any problems contact:
Your Assistant Governor, or District Secretary Marilyn Roberts District Webmaster Paul Murray
On the next page is an example of the Rotary Club Central goals form which will appear in My Rotary.
This form is downloadable from the district website.
Sunday Start 9:10 AM Duration 20 minutes Presentation Title
Rotary Club Central My Rotary
Phone:69285562 Mobile: 0408285562 Paul Murray
Email: grampamurray@gmail.com Club: Wollundry WW District Webmaster
Page 29 of 52
Club Name
Club Pres.
GoalSource July 2017 June 2018
July 2017 June 2018
July 2017 June 2018
July 2017 June 2018
Service (Projects and Activities)Total
HrsNumber of
volunteers
Cash in
$USD
July 2017 June 2018
Number of
Donors Cash in $USD
July 1, 2017 Complete this form with your board and enter the goals into Rotary Club Central rotary.org
Oct 1, 2017 Review all items with your board and enter your progress into Rotary Club Central rotary.org
Jan 1, 2018 Review all items with your board and enter your progress into Rotary Club Central rotary.org
Apr 1, 2018 Review all items with your board and enter your progress into Rotary Club Central rotary.org
Club (Membership)
We use RI produced advertising/public service materials
We use social media to promote service activities
Number of people in the media we invite to visit a club project or
meeting per month
Number of advertisements we place per year
Number of media stories (broadcast and/or print) covering our club’s
projects per year
Number of times we update our website per month
Public Relations
Number of social activities for members per year
Total Members
Foundation (Giving)
Committee chairs attending district assembly
Club Communication
Our club has a strategic plan
Our online presence accurately reflects current activities
Members participating in club service activities
Members sponsoring new Rotarians
Members in leadership development programs or activities
Members in Rotary Fellowships
Members attending district conference
2017‐18 Rotary Club Goals worksheet/input form
Youths Clubs
Major Gifts, ($10K) Bequests & Benefactors ($10K/1K from estate)
Number of Rotaract clubs
Number of inbound/outbound Youth Exchange students
Number of RYLA, MUNA, RYPEN, RYDA, NYSF etc. participants
Annual Fund
Polio Plus Fund
Rotarian Engagement
Page 30 of 52
2017 PETS Presenters Summary Outlines Young – Feb 25 & 26, 2017
Sunday Start 9:30 AM Duration 70 minutes Presentation Title
AG Groups -Your Plan
Phone:6926 2965 Mobile: 0429 095878 Alan Sharp
Email: alan.sharp99@bigpond.com Club: WW Sunrise Training Team
Page 31 of 52
2017 PETS Presenters Summary Outlines Young – Feb 25 & 26, 2017
What to look for?
What do you want to do with your website?
Options range from Facebook to a hand written site in Dreamweaver.
“Buy What your friends have” Support is very important
Generally Rotary clubs need:
A Website Members Database Linked Emails Bulletin Publisher Events planner Archives
Sunday Start 10:50 AM Duration 15 minutes Presentation Title
Your Club Website Options
Phone:69285562 Mobile: 0408285562 Paul Murray
Email: grampamurray@gmail.com Club: Wollundry WW District Webmaster
Page 32 of 52
2017 PETS Presenters Summary Outlines Young – Feb 25 & 26, 2017
Should You Use Facebook? Whether you're a longtime Facebook user or someone who's never had a social networking account ever their life, you may find yourself at some point asking why you should start or continue interacting on account or continue using Facebook. Facebook for Newbies Facebook can be thought of as your little piece of personal real estate on the internet where you get to customize your profile and make status updates to communicate with your friends.
You even get current and personalized news of friends' updates as well as updates from brands, blogs, and public figures delivered to you via the news feed.
Use Facebook If You Want to Stay in the Know If you have friends or family members that are very active on Facebook, or if you like to follow breaking news stories online, then connecting with those people and public pages is a great way to stay right on top of what's happening as it happens. Facebook is constantly perfecting its news feed so that only the most relevant posts are shown to users based on what they like best and which people or pages they interact with the most. Use Facebook If You Love Visual Content In addition to keeping up with friends and family, Facebook is a great place to upload all of those family photos. You can also browse through your feed to see interesting photos and videos shared by friends and pages you've liked.
Use Facebook If You Run a Business or Organization Facebook pages and ads can be invaluable marketing tools. You can use a public page casually to just stay connected with your current customers or you can invest real money into Facebook's advertising platform to generate new leads. Don't Use Facebook If Any of the Above Aren't Important to You Despite being the largest social network in the world with over 1.7 billion users, not everyone thinks Facebook is the best thing since sliced bread. In fact, if you searched "why Facebook?" and came across this article, you're probably questioning its greatness. Sometimes, staying in the know by browsing the Facebook news feed all the time can stress people out. Or they'd rather stay connected to friends in other ways — such as by texting, Snapchat, Instagram, or even just by calling them on the phone. Facebook isn't the only social network or website online where you can find great visual content. Likewise, lots of business owners do just fine marketing their businesses elsewhere on the web rather than focusing on Facebook. And gaming? Not everyone is a gamer! Focus on what you value and determine whether or not Facebook delivers something to you that lines up with those values. Also consider whether you're getting value from other places too, and which sources you like better.
Facebook isn't for everyone, but it's certainly not a useless tool. When used for the right reasons, it can be an amazing platform used to connect with others, discover new things and educate yourself about various topics.
Sunday Start 11:05 AM Duration 15 minutes Presentation Title
Social Networking Facebook/LinkedIn/Twitter
Phone:59083421 Mobile: 0402 488 349 John Egan
Email: johnandmariaegan@gmail.com Club: Wollundry WW Training Team Chair
Page 33 of 52
2017 PETS Presenters Summary Outlines Young – Feb 25 & 26, 2017
Making your Club the Place to Be. Rotary is about many things. But social interaction is probably the glue that make people want to come back and stay as Rotarians.
In our session we discussed four of the six questions which asked you to look closely at the way your club operates, and give some solutions where they might apply.
What is it about your club that makes you want to come back?
How do you involve all the members?
What is put in place to help members who might be in need? “Need” might be from not fitting in to financial strain of membership, or something else.
What do you do as a club to make new members feel really welcome?
Take a look through a window outside your club. Do you see things that make you want to join if you are a prospective member?
What are you going to change or introduce to your club? Clubs only grow if they are happy and fulfilling.
The last question is of course the most important, and the way you approach it might be the makings of your club.
Notes:
Sunday Start 11:20:00 AM Duration 20 minutes Presentation Title
Make Your Club the Place to BE
Phone:59083421 Mobile: 0402 488 349 John Egan Email: johnandmariaegan@gmail.com Club: Wollundry WW Training Team Chair
Page 34 of 52
2017 PETS Presenters Summary Outlines Young – Feb 25 & 26, 2017
Future of District Options being considered Discussion
Sunday Start 11:40 AM Duration 15 minutes Presentation Title
General Meeting
Phone:02 6362 5360 Mobile: 0419 414 959 Michael Milston
Email: governor9700milston@bigpond.com Club: Orange Daybreak
DG
Page 35 of 52
2017 PETS Presenters Summary Outlines Young – Feb 25 & 26, 2017
2017 IMPORTANT DATES 2017 - 18
January District Grants Open
Feb 24 Directors/Assistant Governor’s Training Feb 25 -26 PETS Young Shire Town Hall
March 10 Deadline to update ClubRunner with 2017-18 President & Secretary for printing in RI World Directory Board Meeting 1pm Secretary – updates due of Club Data on ClubRunner for Directory
March 17-19 DISTRICT CONFERENCE Orange March 18 Book venue of your Changeover March Select and Advise DG of your Club Changeover date.
March 30 Deadline to update ClubRunner with new board details and members April Work on the Rotary Club Central Goals with your board for your year
District Grant applications close April Ensure all your Club Exec and Directors able to attend District Assembly
RYLA – Wagga Wagga April 30 District Assembly at West Wyalong High School
May Plan your Club Changeover and send invitations Plan your Club donations to The Rotary Foundation – Annual Program Funds and Polio Plus Close off for 2015-16 The Rotary Foundation donations
May 30 Finalize the Rotary Club Central Goals and your year, and Start to plan your Club’s Official Visit by the DG
June 20 - 30 Update Membership details in ClubRunner By June 30 Club’s to submit Rotary Club Central plan for 2017-18 to Assistant June 24 District Changeover – Leeton George Weston June 25 Board Meeting
Sunday Start 11:55 AM Duration 5 minutes Presentation Title
Calendar-Essential Dates
Phone:02 6953 6344 Mobile: 0417 519 580 George Weston
Email: george@westonandweston.com.au Club: Leeton DGE
Page 36 of 52
2017 PETS Presenters Summary Outlines Young – Feb 25 & 26, 2017
YOUR ROTARY PRESIDENTS YEAR 2017 -182017July to
SeptemDistrict Governor Official Visit to clubs Prior to visit, arrange to meet the DG with Club Secretary & then Board
August Participate with your AG in Group President’s meeting Oct 15 Presidents Forum and District AGM - Young
November Hold your Club’s AGM for 2017-18
December Review Club progress for Presidential Citation
2018Update the ClubRunner with your elected officers for 2017-18 so RI and District can use for the Next Directory and send updated Membership list to RI (due end December)
January District Grants Open February Ensure your President-Elect is ready to attend PETS
February Plan for District Conference in Leeton May 4-6 February Peace Ceremony – Wagga Wagga
Feb 23 Rotary’s Birthday – celebrate & support Polio Plus March 2 District Executive Training- Board Meeting
March 3-4 President’s Elect Training (PETS) Young
March Select and Advise DG of your Club Changeover date.
April Plan Club donations to The Rotary Foundation – Annual Program Funds Club Presidential Citation submission due by DG 15 April
April 15 District Grant applications close April 28 DGN Selection and Board Meeting Young April 29 District Assembly Grenfell April 30 District Board Meeting
Discuss with your AG the Memo of Club Visit and submit it, signed to the Assistant Governors by 1May, for submission to the DG by 15th May Plan your Club donations to The Rotary Foundation – Annual Program Funds and Polio Plus
May 4-6 District Conference –Leeton May 15 Close off for 2017-18 The Rotary Foundation donations
June 28 Club’s to submit Plan for 2018-19 to Assistant Governor (AG) ByJune 30 Ensure your Club’s membership updated on your ClubRunner
June 30 District Changeover Coolamon June 30 District Board meeting
July 1 Board meeting
Page 37 of 52
DIS
TRIC
T 97
00 S
TRA
TEG
IC P
LAN
201
7 TO
202
0
Cor
e Es
senc
e St
atem
ent
“We
are
a ne
twor
k of
insp
ired
indi
vidu
als w
ith a
com
mitm
ent t
o Se
rvic
e A
bove
Sel
f to
bene
fit lo
cal a
nd in
tern
atio
nal c
omm
uniti
es”
Mis
sion
“T
o pr
ovid
e se
rvic
e to
oth
ers,
prom
ote
inte
grity
and
adv
ance
wor
ld u
nder
stan
ding
, goo
dwill
and
pea
ce th
roug
h a
fello
wsh
ip o
f bu
sines
s, pr
ofes
siona
l, an
d co
mm
unity
lead
ers”
.
Our
Cor
e V
alue
s in
clud
e:
Fello
wsh
ipIn
tegr
ity
Dive
rsity
Se
rvic
e Le
ader
ship
Stra
teg
ic P
rio
riti
es a
nd
Dis
tric
t O
bje
ctiv
es A
rea
s 2
01
7-1
8 t
o 2
02
0 a
nd
Ta
rget
s fo
r 2
01
7-1
8
Our
Rot
ary
Dist
rict f
ocus
es o
n de
liver
ing
serv
ices
that
ben
efit
loca
l and
inte
rnat
iona
l com
mun
ities
. To
ach
ieve
this,
the
Dist
rict S
trat
egic
Pla
n ha
s six
Prio
rity
Are
as s
uppo
rted
by
Obj
ectiv
es.
The
Plan
inco
rpor
ates
the
Stra
tegi
c Pr
iorit
ies
of th
e Ro
tary
Inte
rnat
iona
l Str
ateg
ic P
lan,
eff
ectiv
e fr
om 1
Jul
y 20
16.
In 2
017-
18, G
over
nor
Geo
rge’
s go
al is
“to
pro
mot
e Yo
uth
prog
ram
s as
our
Fla
gshi
p Pr
ojec
ts a
nd h
ighl
ight
the
Rota
ry F
ound
atio
n an
d C
lubs
”.
Clu
bs m
ay c
hoos
e to
use
the
Prio
rity
Are
as a
nd D
istric
t Obj
ectiv
es a
s a
basis
for
dev
elop
ing
thei
r pl
ans,
adap
ting
them
to th
eir
club
siz
e, th
e va
ried
skill
s of
mem
bers
, and
th
e ne
eds
of th
e co
mm
uniti
es th
ey s
erve
. St
rate
gic
Prio
ritie
s D
istri
ct O
bjec
tives
Ta
rget
s 20
17-1
8
Support and Strengthen Clubs
1 D
evel
op
lead
ers
capa
ble
of
serv
ing
Rot
ary
at
the
Clu
b,
Dis
trict
and
In
tern
atio
n-al
leve
ls
Lo
cal
En
cour
age
ever
y C
lub
Pres
iden
t to
qual
ify f
or a
Pres
iden
tial C
itatio
n
Enco
urag
e st
rate
gic
plan
ning
at c
lub
leve
l
Dist
rict
Se
t up
Redi
stric
ting
Com
mitt
ee
Impl
emen
t a D
istric
t Lea
ders
hip
Plan
C
ondu
ct a
com
preh
ensiv
e tr
aini
ng p
rogr
am f
or D
istric
tan
d C
lub
lead
ers
En
sure
Dist
rict T
rain
ing
even
ts a
re w
ell s
truc
ture
d to
prov
ide
time
for
netw
orki
ng a
nd f
un
Supp
ort D
istric
t Com
mitt
ees
and
ensu
re th
eir
mem
bers
hip
rene
wal
thro
ugh
succ
essio
n pl
ans
In
tern
atio
nal
Lo
cal
30
+ C
lubs
qua
lify
for
a RI
Pre
siden
tial C
itatio
n
Dist
rict
En
sure
Dire
ctor
s su
ppor
t Dist
rict C
omm
ittee
s an
d th
eir
Cha
irs
Expa
nd th
e D
istric
t Lea
rnin
g &
Dev
elop
men
t Tea
m
40 P
resid
ent E
lect
s at
tend
PET
S an
d ov
er 2
00 C
lub
Dire
ctor
s at
tend
Ass
embl
y
Enco
urag
e C
lubs
to a
ttend
Dist
rict A
ssem
bly
C
ondu
ct a
n in
tera
ctiv
e A
Gs
trai
ning
and
PET
S (F
eb 2
017)
&in
form
ativ
e A
ssem
bly
(Apr
il) 2
017
Es
tabl
ish R
otar
y Le
ader
ship
Inst
itute
2 Im
prov
e th
e or
gani
sa-
tiona
l an
d op
erat
iona
l pe
rfor
m-
ance
of
the
Dis
trict
En
sure
eff
ectiv
e co
mm
unic
atio
n w
ith a
ll C
lubs
and
mem
bers
Re
view
and
upd
ate
the
Dist
rict S
trat
egic
Pla
n to
alig
n w
ithRo
tary
Inte
rnat
iona
l’s n
eeds
and
exp
ecta
tions
Pr
ovid
e su
ppor
t for
Clu
bs in
adm
inist
ratio
n an
d pr
ogra
mar
eas
thro
ugh
AG
visi
ts
Ensu
re C
lubs
and
the
Dist
rict c
ompl
y w
ith a
ppro
pria
teC
onst
itutio
n an
d By
-Law
req
uire
men
ts
C
ircul
ate
a m
onth
ly n
ewsle
tter
that
info
rms
on R
otar
y Pr
ogra
ms
and
Ach
ieve
men
ts a
nd m
eets
the
need
s of
Clu
bs a
nd m
embe
rs
Upd
ate
the
Dist
rict S
trat
egic
Pla
n to
ref
lect
the
Prio
ritie
s an
d G
oals
of th
eD
istric
t and
RI S
trat
egic
Pla
n, e
ffec
tive
1 Ju
ly 2
017
En
cour
age
regu
lar
Ass
istan
t Gov
erno
r co
ntac
t with
Clu
bs
Qua
rter
ly G
roup
mee
tings
of
Pres
iden
ts h
oste
d by
Ass
istan
t Gov
erno
rs
Pres
ent t
he D
istric
t Str
ateg
ic P
lan
at P
resid
ent E
lect
Tra
inin
g Se
min
ar(P
ETS)
and
enc
oura
ge it
s us
e in
Clu
b pl
anni
ng
Con
duct
at l
east
4 m
eetin
gs o
f th
e D
istric
t Boa
rd
Page 38 of 52
DIS
TRIC
T 97
00 S
TRA
TEG
IC P
LAN
201
7 TO
202
0
Stra
tegi
c Pr
iori
ties
Dis
trict
Obj
ectiv
es
Targ
ets
2017
-18
Pe
riodi
cally
ass
ess
Boar
d go
vern
ance
pro
cedu
res
to e
nsur
eth
e us
e of
cos
t-ef
fect
ive
best
pra
ctic
es
Invi
te A
ssist
ant G
over
nors
to c
ontr
ibut
e to
mee
tings
of
the
Dist
rict B
oard
.
3 Su
ppor
t C
lubs
to
incr
ease
an
d su
stai
n th
e D
istri
ct
mem
bers
hip
base
Im
plem
ent a
com
preh
ensiv
e pl
an to
sup
port
Clu
bs to
rec
ruit
and
reta
in m
embe
rs
Fost
er c
lub
inno
vatio
n, f
lexi
bilit
y an
d di
vers
ity
Enco
urag
e ne
w m
embe
rs to
gai
n kn
owle
dge
of R
otar
yth
roug
h at
tend
ing
Clu
b fo
rum
s, D
istric
t Con
fere
nce
and
mee
tings
En
cour
age
Clu
bs to
pro
mot
e ne
twor
king
opp
ortu
nitie
s as
par
tof
thei
r fe
llow
ship
act
iviti
es
A
ll C
lubs
impl
emen
t an
Act
ion
Plan
for
201
7-18
D
evel
op &
impl
emen
t a m
ulti-
year
New
Rot
aria
n D
evel
opm
ent P
lan
A
chie
ve a
Net
incr
ease
of
80 m
embe
rs in
the
Dist
rict
Pr
omot
e di
vers
ity &
fle
xibi
lity
of m
embe
rshi
p in
Clu
bs
Enco
urag
e cl
ubs
to p
artic
ipat
e in
a v
arie
ty o
f se
rvic
e ac
tiviti
es
Ach
ieve
a n
et g
ain
in m
embe
rshi
p
Ach
ieve
a n
et g
ain
in f
emal
e m
embe
rs
Ach
ieve
a n
et g
ain
in m
embe
rs u
nder
40
En
gage
mem
bers
in a
ctiv
ities
out
side
club
mee
tings
Focus and increase Humanitarian Service
4 Fo
cus
and
incr
ease
ed
ucat
iona
l, vo
catio
nal
and
hum
anita
rian
serv
ice
thro
ugh
The
Rot
ary
Foun
datio
n
Pr
omot
e Ro
tary
Fou
ndat
ion
as ‘O
ur C
harit
y”. I
nfor
m C
lubs
and
mem
bers
abo
ut it
s op
erat
ion
& r
ange
of
prog
ram
s
Thro
ugh
finan
cial
con
trib
utio
ns c
ontin
ue s
uppo
rt f
or th
eer
adic
atio
n of
Pol
io in
the
wor
ld
Supp
ort i
nitia
tives
that
del
iver
fin
anci
al c
ontr
ibut
ions
to T
heRo
tary
Fou
ndat
ion
Im
plem
ent t
he n
ew D
istric
t & G
loba
l Gra
nt P
rogr
ams
of th
eFo
unda
tion
to d
eliv
er b
enef
its a
roun
d th
e six
Are
as o
f Fo
cus
Pr
ovid
e in
form
atio
n, tr
aini
ng a
nd s
uppo
rt to
enc
oura
gepa
rtic
ipat
ion
in lo
cal a
nd o
vers
eas
educ
atio
nal,
voca
tiona
lan
d hu
man
itaria
n pr
ogra
ms
Su
ppor
t Dist
rict l
earn
ing
and
supp
ort f
or th
e Fo
unda
tion
at A
Gs
Trai
ning
,PE
TS, A
ssem
bly
and
othe
r Fo
unda
tion
Foru
ms
C
ombi
ned
club
s co
ntrib
ute
at le
ast $
50,0
00 to
Pol
io P
lus
and
$80,
000
Ann
ual F
ound
atio
n G
ivin
g
Ach
ieve
at l
east
400
Cen
turio
ns in
the
Dist
rict
En
cour
age
each
Clu
b to
Aw
ard
at le
ast o
ne P
HF
Pr
omot
e th
e de
velo
pmen
t of
the
Paul
Har
ris S
ocie
ty
Supp
ort a
ran
ge s
ucce
ssfu
l Dist
rict p
roje
cts
with
a f
ocus
on
educ
atio
nal,
voca
tiona
l or
hum
anita
rian
serv
ice
In
itiat
e a
Gro
up C
ultu
ral E
xcha
nge
En
cour
age
club
s to
app
ly f
or D
istric
t Gra
nts
Ev
ery
Clu
b to
pla
nt a
tree
for
eac
h cl
ub m
embe
r
5 A
pply
R
otar
y’s
five
A
venu
es o
f Se
rvic
e -
Clu
b,
Voc
atio
nal,
Com
mun
ity,
Inte
rnat
iona
l an
d Y
outh
Pr
ogra
ms
U
se th
e fiv
e A
venu
es o
f Se
rvic
e to
gui
de C
lubs
to e
xpan
dop
port
uniti
es f
or s
ervi
ce a
nd c
reat
e a
bette
r fu
ture
in lo
cal
and
inte
rnat
iona
l com
mun
ities
A
ctiv
ely
supp
ort y
outh
and
you
ng a
dult
educ
atio
n, le
ader
ship
and
exch
ange
pro
gram
s.
Cre
ate
and
mai
ntai
n a
safe
env
ironm
ent f
or a
ll yo
uth
who
part
icip
ate
in R
otar
y ac
tiviti
es
Enco
urag
e an
d as
sist t
he p
artic
ipat
ion
of p
eopl
e w
ithdi
sabi
litie
s in
You
th p
rogr
ams
En
cour
age
Rota
rians
and
Clu
bs to
sup
port
and
par
ticip
ate
inRo
tary
Aus
tral
ia W
orld
Com
mun
ity S
ervi
ce L
td (R
AW
CS)
proj
ects
En
cour
age
Rota
rians
and
Clu
bs to
sup
port
Rot
ary
endo
rsed
com
mun
ity a
nd in
tern
atio
nal e
duca
tiona
l, vo
catio
nal a
ndhu
man
itaria
n pr
ogra
ms
C
lubs
app
oint
a D
irect
or a
nd/o
r C
omm
ittee
for
eac
h A
venu
e of
Ser
vice
Yo
uth
proj
ects
:
At l
east
10
Out
boun
d /
Inbo
und
stud
ents
und
erta
ke Y
outh
Exc
hang
ePr
ogra
m
At l
east
25
atte
nd R
YLA
with
20
or m
ore
Clu
bs p
artic
ipat
ing
25
Clu
bs s
uppo
rt p
artic
ipat
ion
in a
t lea
st tw
o of
RYP
EN (4
0+p)
;M
UN
A (3
0p);
RYD
A (2
500+
p); Y
outh
Sci
ence
and
Eng
inee
ring
Scho
ols
& F
orum
s (3
0 in
terv
iew
s fo
r 15
sel
ecte
d).
Su
ppor
t the
Sci
ence
& E
ngin
eerin
g C
halle
nge
thro
ugh
New
cast
leU
nive
rsity
A
t lea
st 5
Clu
bs s
uppo
rt th
e A
RH In
dige
nous
Hea
lth S
chol
arsh
ip p
rogr
am
Supp
ort R
AW
CS
Dist
rict &
Eas
tern
Reg
ion
mee
tings
& a
ctiv
ities
Pr
esen
t the
Dist
rict 9
700
Voc
atio
nal E
xcel
lenc
e A
war
d(s)
at 2
018
Dist
rict
Con
fere
nce
Re
port
all
Vol
unte
er h
ours
on
Rota
ry C
lub
Cen
tral
Page 39 of 52
DIS
TRIC
T 97
00 S
TRA
TEG
IC P
LAN
201
7 TO
202
0
Stra
tegi
c Pr
iori
ties
Dis
trict
Obj
ectiv
es
Targ
ets
2017
-18
Enhance public image and awareness
6 U
se th
e ac
tiviti
es o
f lo
cal
Rot
aria
ns to
in
crea
se
awar
enes
s of
Rot
ary
A
ppoi
nt a
Pub
lic Im
age
Dire
ctor
Pr
omot
e th
e im
age
and
awar
enes
s of
Rot
ary
thro
ugh
regu
lar
publ
icity
U
tilise
str
ong
com
mun
icat
ions
med
ia to
rea
ch R
otar
ians
and
the
broa
der
com
mun
ity
Con
duct
inte
rest
ing
and
rew
ardi
ng D
istric
t Con
fere
nces
D
evel
op a
nd r
un a
t lea
st o
ld tw
o D
istric
t Pub
lic Im
age
trai
ning
sem
inar
sfo
r C
lubs
D
evel
op a
nd im
plem
ent a
suc
cess
ful P
ublic
Imag
e pr
ojec
t for
Rot
ary
Ev
ery
Clu
b to
ha
ve a
Web
site
and
Fac
eboo
k Pa
ge
Hos
t and
pro
mot
e a
com
mun
ity e
vent
to s
uppo
rt W
orld
pol
io d
ay,
and
regi
ster
it o
n en
dpol
io.o
rg
Enga
ge y
our
com
mun
ity b
y ho
stin
g at
leas
t one
net
wor
king
eve
nt
Esta
blish
or
cont
inue
a p
artn
ersh
ip w
ith a
cor
pora
te o
r go
vern
men
ten
tity
or N
GO
H
ost a
com
mun
ity f
orum
or
sem
inar
abo
ut a
n iss
ue th
at is
impo
rtan
t
Hav
e lo
cal m
edia
cov
er a
clu
b pr
ojec
t, ev
ent o
r fu
ndra
iser
Re
port
thes
e ac
tiviti
es o
n Ro
tary
Clu
b C
entr
al o
r Ro
tary
Sho
wca
se
20 c
lubs
to a
pply
for
Mem
bers
hip
Sust
aina
bilit
y G
rant
s
Dist
rict C
onfe
renc
e:
30 f
irst-
time
Rota
rians
atte
nd
At l
east
250
atte
nd
Hig
hlig
hts
the
achi
evem
ents
of
Clu
bs
Version:
dra
ft 4
Page 40 of 52
MEMBERSHIP SUSTAINABILITY GRANTS
Why is there a Membership Sustainability Grant Program?
Rotarians are the basis of all the service provided in local, regional, national and international
service projects. A critical mass of Rotarians is needed at a local club level to ensure these
services and supports continue to benefit humanity.
Where is the Funding coming from?
Over many years of prudent management the District Board has accumulated surpluses due to
better than expected results in providing the best level of support for Rotarians. Under a quirk of
the District Constitution the Governor must present a balanced budget, hence small surpluses
over the years have accumulated. Some funds have been prudently ear‐marked to act as a
reserve in case of insurance claims where an excess is to be paid, and there are funds to ensure
adequate cash flow during the year.
In essence these accumulated funds are those of past and present Rotarian’s fees. The Board
over recent years has discussed how such surplus funds might be utilised. One option was to
return the funds to Rotarians by reducing the annual fee; however this would benefit only
current Rotarians even though the accumulation may have been contributed to by many
previous Rotarians. A second option was to use the funds on projects and forward funds to The
Rotary Foundation; however this would be valuable for the year in which it was spent only. A
third option was to invest the funds in activities which would lead to improved Club
sustainability across the District, by supporting Clubs to improve their Rotarians intake and
retention; this action would increase the pool of Rotarians and thereby reduce the per capita
fees for Rotarians, it would also provide additional human resources to help to serve humanity.
What needs to happen?
To enable these funds to be made available for the Grant purpose identified above, a majority of
the District members (each Club President or delegate) would need to approve the proposal.
This is necessary as the expenditure of the funds without approval would mean the Board was
deliberately incurring a deficit during the year (even though there are funds to the value of over
$100,000 available). The Proposal will be put to the AGM in October 2016.
How will the Grant Process Work?
The Membership Sustainability Grants Program will
allow for grants up to $2,500 per project
be open to the District Board, District Committees and Clubs to apply
be limited to one grant per club each year
be contestable, that is, Clubs will need to submit an application and explain
why the project is needed,
how the project will work,
over what timeframe it will extend,
what outcomes are expected,
what partners might be involved,
what resources the Club is to put in (cash and/or in‐kind)
Page 41 of 52
MEMBERSHIP SUSTAINABILITY GRANTS
the applications will be assessed against other applications
have an opening and closing date, and there may be different rounds of funding in a year,
and Clubs may make submissions outside of funding rounds
allow for projects to cross over Rotary years
use a Reserve Grants Committee to consider and assess all applications and recommend
to the District Governor projects for funding, the District Governor will be authorised to
approve such funding; the District Governor will report to the Board on the Program
notify successful applicants and forward agreed funds
require successful applicants to report (on the prescribed Form) the outcomes of their
project against their application expectations within 14 days of completion of the project
give the right to the District to require the funds to be returned if the agreed reporting
timetable is not adhered to
notify unsuccessful applicants and advise of the reason their application was unsuccessful
be reviewed on an annual basis and be continued according to sufficiency of funds and
the extent to which the program provides value for money for the District members
ask successful Clubs/Committees to provide an update on their Club Sustainability 6
months after the project ends.
What should Projects Aim to do?
These Grants are to target membership growth through retention of Rotarians
and/or recruitment of new Rotarians.
The projects must address one or both of these two aims and show how this will be achieved.
Clubs are free to apply whatever (lawful) means they believe will be successful.
Applications are to be on the forms provided.
How do I lodge the Application?
Send your application, and Report, by email to:
Joanne McRae D9700 District Membership/Club Sustainability Director joannemmcrae@gmail.com
For additional information you can call Russ on 0487 630 700 or email
Page 42 of 52
MEMBERSHIP SUSTAINABILITY GRANT ‐ APPLICATION FORM
These Grants are to target membership growth through retention of members or recruitment of new members. Theprojects must address one or both of these two aims and show how this will be achieved. Clubs are free to applywhatever means they believe will be successful.
Applications will only be considered on the form below.
Applicants will be advised of the outcome of their application as soon as the District Governor is advised by theDistrict Committee. Successful applicants will receive the grant as soon as practical. Unsuccessful applicants will beadvised why their application has been unsuccessful.
Maximum Grant available is $2,500, only one Grant will be available per club each year.
DISTRICT COMMITTEE or CLUB NAME:
Contact details for applicant: Name:
Email: Phone:
Name Of Project:
Why the project is needed:
How will the Project work?
What are your expected outcomes?
How will this achieve an increase in membership?
With whom you be partnering (if any)?
What will you be spending funds on? Approximate Amount
$
$
$
$
$
Total Expenses in Project $
What amount will your Club be contributing? $
AMOUNT OF GRANT REQUESTED $ Club Approval: This application is submitted with the approval of the Board of the Rotary Club of ....................................................
..................................................................... ............................... Signed, President or Secretary Date
Page 43 of 52
MEMBERSHIP SUSTAINABILITY GRANT ‐ REPORT FORM
This report is to be submitted to the District Membership/Club Sustainability Director within 14 days of completion of the project or the funding is to be returned.
DISTRICT COMMITTEE or CLUB NAME:
Contact details for applicant: Name:
Email: Phone:
Name Of Project:
Was the need for the project met?
What lessons were learnt from the project?
What were your expected outcomes, and were they met?
Did the project achieve an increase in Rotarians?
Do you expect a future increase in new Rotarians/ retention of Rotarians as a result of this project?
Why?
If so when?
What partnerships (if any) did you forge?
Has the project been completed? If not, what is the plan?
Of the amount received from district fund, how much was spent?:
What amount did the Club contribute to the project – dollar$:
In hours/in kind: Club Approval: This Report is submitted with the approval of the Board of the Rotary Club of ...........................................................
..................................................................... ............................... Signed, President or Secretary Date
* Please remember to lodge a second report in 6 months detailing Club Sustainability
Page 44 of 52
MEMBERSHIP SUSTAINABILITY GRANT ‐ BACKGROUND
The District Board resolved on 26 July 2016:
To consider how funds in the Reserve account could be utilised for Club membership initiatives. The
conduct of the Grants Program would include:
a Title: Reserves Grants Program
b Format: be set up modelled on the existing District Grants Program;
c Purpose: Projects or programs must target retention of members or attraction of new
members or improving the Public Image of Rotary;
d The Program will be administered by a committee;
e Applications will be open to the District Board, District Committees and Clubs;
f Applicants will complete an application being guided by the set criteria;
g Grants be limited to a maximum of $2,500;
h Grants will be paid on approval by the District Governor on recommendation from the
Reserve Grants Committee;
i Applicants must report on completion of the project or the funds will be repaid.
Page 45 of 52
Page 46 of 52
Page 47 of 52
Page 48 of 52
Page 49 of 52
Page 50 of 52
Page 51 of 52
Saturday PETS training 10:00 to 5:10
Time Min Presentation Title Presenter Score
10:00 AM 5 Welcome to PETS DG Michael Milston
10:05 AM 15 Welcome Overview PDG John Egan
10:20 AM 40 DG Goals 2017/18 DGE George Weston
11:00 AM 10 RI President's Theme DGE George Weston
11:10 AM 20 Plan Your Year‐The Process Alan Sharp
11:30 AM 15 Break
11:45 AM 20 Members Profile Paul Murray
12:05 PM 20 Board Members Updates Paul Murray
12:25 PM 20 District Directory ‐ a real power tool Paul Murray
12:45 PM 45 Lunch
1:30 PM 20 Leadership‐Conflict Resolution Peter Gissing
1:50 PM 15 Youth Programs PDG Gary Roberts
2:05 PM 15 Service Projects Peter Gissing
2.20 PM 15 Risk Management and Insurance Sam Catanzariti
2.35 PM 25 Grants/Foundation PDG David Kennedy
3:00 PM 10 Stretch Break
3:10 PM 20 Administration + Child Protection PDG Gary Roberts
3:30 PM 30 Growing Your Club Jo McRae
4:00 PM 10 Financial Responsibility Doug Conkey
4:10 PM 20 Your Role‐Meeting Procedure Peter Gissing
4:30 PM 20 Reports and Presentations Paul Murray
4:50 PM 20 Public Image PDG John Egan
5:10 PM Wrap Up Dinner 7 for 7.30 PM PDG John Egan
7:00PM Evening Dinner
Sunday PETS training 9:00 to 12:00
9:00 AM 10 Welcome Overview DGE George & PDG John
9:10 AM 20 Rotary Club Central Paul Murray
9:30 AM 70 AG Groups‐YourPlan AG's
10:40 AM 10 Stretch Break
10:50 AM 15 Your Club Website Options Paul Murray
11:05 AM 15 Social Networking PDG John Egan
11:20 AM 20 Make Your Club the Place to BE PDG John Egan
11:40 AM 15 General Meeting DG Michael Milston
11:55 AM 5 Calendar‐Essential Dates DGE George Weston
12:00 PM PETS Concluded DGE George & PDG John
Additional Comments
2017 PETS Training SurveyPlease score all sessions including breaks and meals 1 to 5 (5=highest)
Page 52 of 52
top related