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Presidents-elect Training Seminar | 1

Welcome to the Presidents-elect Training

Seminar 2010

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RI Theme

Insert the RI theme logo.

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District Goals

• Insert the district goals.

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Club Leadership Plan

The purpose of the Club Leadership Plan is to strengthen Rotary at the

club level by providing the administrative framework of an

effective club.

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Avenues of Service

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Session 1:Role and Responsibilities

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Learning Objectives

1. Understand the role of club president.

2. Identify ways to prepare as president-elect.

3. Implement the Club Leadership Plan.

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Effective Rotary Clubs

• Sustain or increase their membership base

• Implement successful projects

• Support The Rotary Foundation

• Develop leaders to serve Rotary beyond the club level

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Your Year as Club President• Evaluate your club’s goals.• Ensure each committee has a plan for the

year.• Preside at club meetings.• Encourage participation at club and district

meetings.• Work with club and district leaders to foster

continuity.• Ensure that RI Youth Protection policies are

followed.

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Club Leadership Plan

• Continuity and consensus in projects, decision making, and goal setting

• More well-trained leaders• Increased membership involvement• Strategic plan to guide the work of

the club

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Resource

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Learning Objectives

1. Understand the role of club president.

2. Identify ways to prepare as president-elect.

3. Implement the Club Leadership Plan.

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Session 2:Working with Your Club and

District Leaders

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Learning Objectives

1. Identify skills needed by Rotarians to serve as effective club leaders.

2. Prepare club leaders for the coming year.

3. Understand the role of the district in supporting the club.

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Leading Your Club

• Promote fellowship and collaboration.

• Foster continuity in decisions.• Build on past successes.• Promote direct and honest

communication.• Ensure that every club member is

involved.

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Club Leadership Team

• Club board of directors• Club secretary• Club treasurer• Club trainer• Sergeant-at-arms• Committee chairs • Vice president• Immediate past president• President-elect

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Club Committees

• Membership

• Public relations

• Club administration

• Service projects

• The Rotary Foundation

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Your District

• Provides guidance

• Connects clubs with similar interests

• Serves as an information resource

• Conveys Rotary and Rotary Foundation information to clubs

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District Leadership Team

• District governor

• Assistant governors

• District committees

• District trainer

• District secretary

• Past district governors

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Your Assistant Governor

• Assists with implementing the Club Leadership Plan

• Reviews progress toward goals

• Encourages the club to follow suggestions from the governor

• Plans governor’s visit

• Identifies future leaders

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Resources

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Learning Objectives

1. Identify skills needed by Rotarians to serve as effective club leaders.

2. Prepare club leaders for the coming year.

3. Understand the role of the district in supporting the club.

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Session 3:Club Administration

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Learning 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.

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Amending the Recommended Rotary Club Bylaws

yes

no

PRESENTExample:63 members in a club 21 members present voted yes14 or more members need to vote yes to amend the bylaws

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Club 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

Monthly attendance figures

Information for the Official Directory

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Club Administration Committee

• Responsible for the club’s administrative activities

• Club secretary and club treasurer should be members

• Club secretary should help fulfill reporting requirements

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Member Access

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Examples of Rotary Marks

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Naming Guidelines

• Centennial Park of the Rotary Club of Mountain City

• www.anycityrotaryclub.org

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Meetings to Plan

• Weekly club meetings

• Club assemblies

• Board meetings

• Assistant governor visits

• District governor’s official visit

• Leadership development program

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Meetings to Promote

• RI Convention

• District assembly

• District conference

• District Rotary Foundation seminar

• District membership seminar

• District leadership seminar

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Weekly Meetings

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Official Visit

• Focus attention on important Rotary issues

• Provide needed attention to weak or struggling clubs

• Motivate Rotarians to participate in service activities

• Recognize outstanding Rotarian contributions

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Official Visit Activities

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Resource

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Learning 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.

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Session 4:Membership

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Learning Objectives

1. Lead the club in establishing membership goals.

2. Develop strategies for membership recruitment, retention, and education.

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Membership Committee

• Resource for helping to achieve club membership goals

• Develops and implements a plan for recruiting, retaining, and educating club members

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Recruiting Members

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Retaining Members

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Membership Education

• Prospective members

• New members

• Current members

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Resources

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Learning Objectives

1. Lead the club in establishing membership goals.

2. Develop strategies for membership recruitment, retention, and education.

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Session 5:Service Projects

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Learning Objectives

1. Identify the steps of a successful service project.

2. Determine a balanced program of service for the club.

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Rotary’s Motto

Service Above Self

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Steps of a Successful Service Project

• Conduct a needs assessment.

• Develop a plan.

• Implement the project.

• Evaluate the project.

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Service Projects Committee

• Resource for helping to conduct successful service projects

• Develops and implements projects that help the community and communities in other countries

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Needs of the Community

• Economic situation

• Geographic setting

• Education levels

• Demographic profile

• Political conditions

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RI and Rotary Foundation Programs

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Questions to Consider

• Did the project meet community needs?

• Did all club members participate?• Was there adequate media

coverage of the project?• Was the club able to meet the

financial demands of the project?

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Resources

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Learning Objectives

1. Identify the steps of a successful service project.

2. Determine a balanced program of service for the club.

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Session 6:The Rotary Foundation

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Learning Objectives

1. Identify the programs and activities of The Rotary Foundation.

2. Understand how to support Foundation programs.

3. Lead the club in establishing Foundation goals.

4. Understand the Future Vision Plan.

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Doing Good in the World

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Rotary Foundation Programs

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Rotary Foundation Committee

• Resource for helping to achieve Foundation goals

• Educates Rotarians about The Rotary Foundation

• Develops plans to support the Foundation through financial contributions and club participation in Foundation programs

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Rotary Foundation Funding

Investment

Earnings

Investment

Earnings

District Designated Fund(DDF)

District Designated Fund(DDF)

TRF Progra

m Fundin

g

TRF Progra

m Fundin

g

SHARESHARE

World FundWorld Fund

RotarianContribut

ions

RotarianContribut

ions

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Every Rotarian, Every Year

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Benefits of the Future Vision Plan

• Simplify processes

• Expand service opportunities

• Build a stronger sense of ownership among Rotarians for their Foundation

• Increase the impact of grants by concentrating on the areas of focus

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Two Grant Types

• District grants are block grants made to districts to support smaller projects locally and internationally.

• Global grants support larger projects with sustainable, high- impact outcomes in one of the six areas of focus.

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Areas of Focus

• Peace and conflict prevention/resolution• Disease prevention and treatment• Water and sanitation• Maternal and child health• Basic education and literacy• Economic and community development

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Future Vision Plan Timeline

2012-132010-11 011-122011-12 2012-132010-11 2013-14

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Future Vision Resources

• Visit: www.rotary.org/futurevision

• Or e-mail:

newgrantspilot@rotary.org

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Resources

contact.center@rotary.org

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Learning Objectives

1. Identify the programs and activities of The Rotary Foundation.

2. Understand how to support Foundation programs.

3. Lead the club in establishing Foundation goals.

4. Understand the Future Vision Plan.

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Session 7:Public Relations

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Learning Objectives

1. Develop and implement a public relations plan for the club.

2. Identify strategies to promote the image of Rotary in the community.

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Public Relations Committee

• Develops and executes a plan to provide the public with information about Rotary

• Promotes the club’s service projects and activities

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Humanity in Motion Billboard

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Rotary Spokesperson

• What is Rotary?

• Who are

Rotarians?

• What does

Rotary do?

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Public Relations Case Study

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Resources

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Learning Objectives

1. Develop and implement a public relations plan for the club.

2. Identify strategies to promote the image of Rotary in the community.

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Session 8:Goal Setting

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Learning Objectives

1. Work with club leaders and members to develop or update the club’s strategic plan.

2. Use the Planning Guide for Effective Rotary Clubs to work with club members to establish club goals for the coming year.

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Strategic Planning

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Strategies for Achieving Goals

• Establish a timeline.• Outline the action steps.• Consider the resources available.• Determine who is responsible for each

step.• Identify criteria for measuring progress.• Monitor progress.• Evaluate success.

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Learning Objectives

1. Work with club leaders and members to develop or update the club’s strategic plan.

2. Use the Planning Guide for Effective Rotary Clubs to work with club members to establish club goals for the coming year.

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Thank you for attending the presidents-elect training

seminar.

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This presentation contains photos taken by

RI staff photographersAlyce Henson and Monika Lozinska-Lee.

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