P.E.T.S. DAY 1P.E.T.S. DAY 1

Running Your Club EffectivelyLUNCH

Leadership and Motivation

Working With Your District TeamBREAK

Planning for the Long Term

Reporting Requirements

Running Your Club EffectivelyRunning Your Club Effectively

Learning ObjectivesLearning Objectives

1. Understand the policies and procedures needed to operate a Rotary club.

2. Understand the club’s administrative requirements.

3. Develop new ideas for weekly club programs.

Amending the Recommended Rotary Amending the Recommended Rotary Club BylawsClub Bylaws

yes

no

PRESENTExample:63 members in a club 21 members are present 14 or more members need to vote yes to amend the bylaws

Meetings to PlanMeetings to PlanWeekly club meetingsClub assembliesBoard meetingsAssistant governor visitsDistrict governor’s official visitLeadership development program

Meetings and Programs to PromoteMeetings and Programs to Promote

RI ConventionDistrict ConferenceRotary Leadership Institute (RLI)Club of the Month (COTM)Local Collaborative EventsVisits to other Clubs

Your Weekly MeetingsYour Weekly Meetings

PreparationPreparationAgendaGreeterMembers Check-In TableName BadgesMakeUp Cards“Stick on” Badges for GuestsSign Up Sheets for Guests (include contact info)Rotary material for GuestsFlags and banners displayed

The MeetingThe MeetingMeeting Starts on Time ……Ends on timeInvocation – National Anthem - Song – Four Way TestFollow agendaWelcome guestsRecognize personal events (birthdays, deaths, etc)Main ProgramRotary announcementsRecognition of Rotary or professional successesThank guestsThank the speakerAnnounce and /or promote next week’s meetingHave FUN!!!!!

Other Ideas?Other Ideas?

ResourceResource

ResourcesResources

Rotary InternationalFREE Webinars

Learning ObjectivesLearning Objectives1. Understand the policies and

procedures needed to operate a Rotary club.

2. Understand the club’s administrative requirements.

3. Develop new ideas for weekly club programs.

Thank YouThank You

Please complete your evaluationsPlease complete your evaluations

Session 2:Session 2:Leadership and Motivational SkillsLeadership and Motivational Skills

Identify the leadership skills necessary to serve in club leadership positions.

Identify the motivational skills necessary to serve in club leadership positions.

Learning ObjectivesLearning Objectives

LeadershipLeadership

Leadership QualitiesLeadership Qualities

Vision Motivation Organization Communication

Rotary ClubPresidentCommittee

memberBoard memberSecretary

Professional/PersonalBusiness ownerManager or executiveCommunity leaderSkilled professional

Leadership PositionsLeadership Positions

MotivationMotivation

FellowshipLocal and international serviceNetworkingRecognition of their efforts

What Motivates Rotarians?What Motivates Rotarians?

What Prevents Volunteering?What Prevents Volunteering?

Professional responsibilitiesFamily and personal plans MoneyDistance or inconvenienceAttendance Requirements

Case StudiesCase Studies

Using Motivating Factors

Overcoming Competing Interests

ResourcesResources

Fellow Club Presidents

District GovernorAssistant Governor

District Committee Members

District Governor

ResourcesResources

Your Club Leadership Plan

Rotary International FREE Webinars

Identify the leadership skills necessary to serve in district positions.

Identify the motivational skills necessary to serve in district positions.

Learning ObjectivesLearning Objectives

End of Session 2:End of Session 2:Thank YouThank You

Please complete your evaluationsPlease complete your evaluations

Working with District LeadersWorking with District Leaders

2011-12

2014-15

2013-14

2012-13

Learning ObjectivesLearning Objectives

Understand the role of the district in

supporting the club.

Your DistrictProvides guidanceConnects clubs with similar interestsServes as an information resourceConveys Rotary and Rotary

Foundation information to clubs

Your District Team

District governorAssistant governorsDistrict committees (Focus Groups)District trainerDistrict secretaryPast district governors

Your District TeamYour District TeamFocus GroupsFocus Groups

Administration and TrainingPartnership and MembershipService Projects and RI EmphasesNew GenerationsPublic Relations and OutreachThe Rotary Foundation

Admin &Training

Membership & Partnership

PR &Outreach

Service &Emphases

The RotaryFoundation

Club CommitteesClub CommitteesClub

Admin.Membership

Public Relations

Service Projects

The RotaryFoundation

NewGenerations

NewGenerations

Supported by Focus Groups Supported by Focus Groups

VISIT THE RESOURCE TABLESVISIT THE RESOURCE TABLES

Your Assistant GovernorYour Assistant GovernorAssists with implementing the Club

Leadership PlanReviews progress toward goals Visits your Club at least QuarterlyEncourages the club to follow suggestions

from the governorPlans governor’s visitIdentifies future leaders

Club of the MonthClub of the Month

August 2102 – March 2013Submissions by 5th MonthResults by 15th MonthWinners in Large Club and Small

ClubLapel PinsHelp from the Focus Groups

Managing RelationshipsManaging Relationships

•With your Club Leaders

•With your District Representative

Learning ObjectivesLearning Objectives

Understand the role of the district in

supporting the club.

Thank YouThank You

Please complete your evaluationsPlease complete your evaluations

Planning for the Long TermPlanning for the Long Term

Be a Vibrant ClubYour Club Leadership Plan

Session 4:Session 4:

Learning ObjectivesLearning Objectives

1. Understand the importance of long term planning and its effect on the health of your club

2. Implement the Club Leadership Plan

3. Consider methods for creating and maintaining an effective Strategic Plan for your Club

Purpose of the PlanPurpose of the Plan

Ensures club are regularly evaluating current practices and implementing new ideas to increase their vitality

What’s in it for your club?

• Stresses innovation and flexibility

• Encourages tailoring best practices to fit club culture

• Challenges clubs to analyze traditions and experiment with new practices

Develop long-range goalsDevelop long-range goalsDoes your club have a

strategic plan?What is your club’s

vision statement?What are the long-

range goals?

Set annual goalsSet annual goals

Conduct a community assessment before setting annual goals.

Ask committees to propose goals.

Involve all members.

Conduct club assembliesConduct club assembliesHold quarterly

assemblies to solicit innovative ideas, highlight achievements, and showcase service projects.

• Ask members for input on club practices, projects, and activities.

Communicate Communicate ClearlyClearly

Who communicates with district leaders?

How do members provide input?

What information can go online?

Ensure leadership continuityEnsure leadership continuity

• Be sure current leaders work with immediate past and incoming leaders.

• Consider providing newer members with mentors.

Amend club bylawsAmend club bylawsReview club bylaws annually.

Determine any needed changes.

Allow members to propose new ideas.

Test new ideas before amending bylaws.

Develop stronger relationshipsDevelop stronger relationships

• Provide fellowship opportunities.

• Promote networking opportunities.

• Have fun!

Ensure members are activeEnsure members are active

Generate interest and dedication.

Build club pride.Attract new

members and gain community attention.

Develop a training planDevelop a training planDo our club leaders attend district

meetings?Is new member orientation provided

regularly?Are ongoing educational opportunities

available for current members?Is a leadership development program

available for all members?

Assign club committeesAssign club committeesRecommended

Club administrationMembershipPublic relationsNew GenerationsService projectThe Rotary Foundation

Additional committees can be added to support club goals.

Tradition and InnovationTradition and Innovation

The first four Rotarians

Rotary Peace Fellows

Implementation ideasImplementation ideasConsider holding a daylong retreat. Incorporate member ideas.Before amending bylaws, test new ideas.Consider other Strategic Plans and how

they impact on your Club PlanRecruit the help of District Trainers or

other Professionals

• A guide to help clubs create their own club

leadership plan

• A description of 10 best practices

• A tool that challenges you to energize your club

What is What is Be a Vibrant ClubBe a Vibrant Club??

FeaturesFeatures

How to use the guideHow to use the guideReview the best practices. Identify areas for improvement.Brainstorm new ideas.Test new practices.

How Far Ahead?How Far Ahead?

ResourcesResourcesYour Club Leadership Plan RLI Leaders

Assistant Governor

Area Trainer

Outside Professional

Learning ObjectivesLearning Objectives

1. Understand the importance of long term planning and its effect on the health of your club

2. Implement the Club Leadership Plan

3. Consider methods for creating and maintaining an effective Strategic Plan for your Club

Are You Ready to Be a Vibrant Club?

Your Club Leadership Plan

End of Session 4:End of Session 4:

Please complete your evaluationsPlease complete your evaluations

Reporting RequirementsReporting RequirementsSession 5:Session 5:

Copies to Your Assistant Governor

Member AccessMember Access

Admin Reporting RequirementsAdmin Reporting RequirementsTo RI (via Member Access)

To the district To TRF

SARClub goals using the Planning Guide for

Effective Rotary Clubs

Use of Rotary Foundation funds

Changes in membership

Club goals using the TRF Fund

Development Goal Report Form

Changes in officers or meeting information

Membership Goal Form

Information for the Official Directory

Monthly attendance figures

Reporting AchievementsReporting AchievementsReport Zone 34 District 7020

Club of the Month 5th Each Month

DG Award April 15, 2013

Presidential Citation March 31, 2013

Zone 34 PR Award March 15, 2013

Other ReportingOther ReportingReport District 7020

Club Builder Award 15th October, 2012

RI Vocational Service Leadership Award 15th December, 2012

Membership Development Initiatives - MDI 15th April, 2013

RI Membership Development and Extension Award - MDEA

1st May, 2013

Recognition of Smaller Club Membership Growth 1st May, 2013

Family and Community Service Award Ongoing

Avenues of Service Citation Ongoing

P.E.T.S. TRAININGP.E.T.S. TRAININGEnd of Day 1End of Day 1

Please hand in your Day 1 evaluationsPlease hand in your Day 1 evaluations