Rotary District 9910 Membership plan 2018-19 …...Rotary District 9910 Membership plan 2018-19 Distributed to Club Leaders’ Seminar, 20 May 2018 5 Vision This plan is developed

Rotary District 9910 Membership plan 2018-19

Distributed to Club Leaders’ Seminar, 20 May 2018

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Cover Letter

Hi everyone

The Governor and the Membership committee of Rotary district 9910 have produced this membership plan as part of the district leadership plan in terms of the Rotary code of Policy.

It is intended for internal consumption to give clubs and the district a clear plan of where we are and where we should be going in terms of membership.

We don’t claim to have all the answers and are building on what has gone before us.

We welcome your feedback regarding this document.

We are dedicated to return membership numbers to the levels not seen since the 1970’s and 80’s, with a balance of gender, diversity ratios and a lowering of the average age of members that truly reflects the community we live and work in.

Yours in Rotary

Jerry Norman

Governor D9910 - 2018-19

Neil Reid

District 9910

Membership Chair 2017-18



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Rotary District 9910

Membership Plan 2018-19

This plan forms part of the District Leadership Plan in terms of the Rotary Code of policy sections

17.030.1.-17.030.3. January 2018



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Table of contents • Executive summary • Vision Statement

o Rotary code of Policy o District Leadership Plan o Club leadership Plan

• Demographic Analysis o Overall size of district

o Recruitment and termination Cycles

o Changes life style Cycles

o Segments Mainland New Zealand vs. Pacific Islands

o Targets

o Characteristics

o Needs vs. opportunities

o Commitment to joining membership

o Retention

• Competitive Analysis o Overview

o Nature of competition

o Changes in social outlook

o Primary competitors

o Competitive offering

• Strategy o Capabilities – identifying strong clubs and why

o Weakness- identifying – “the clubs in danger”

o Strategies- to strengthen clubs

o Implementing change

• Delivery o Who

o What – District training /club training

o Where – central Vs club delivery /possible zone delivery

o Evaluation and Review

• Implementation o Strategy

o Resource guide and printed material

o Tactics

o Promotion

o Incentives

o Member recognition

o Publicity –internal/external

• Conclusion o Review

o Succession planning

o Funding and Future development

• Appendices o #1 -Review of membership numbers/clubs 10 years 2008-18

o #2 - Termination vs. induction

o #3 - District training seminar program

o #4 - Budget 2018-19

o #5 - District Membership Incentives 2017-18

o #6 - District Membership Incentives 2018-19

o #7 - District membership plan on a page

o #8 - Resources Guide



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Executive Summary

Membership of Rotary over the last few years has become a critical priority as numbers in our district like most others in New Zealand and Australia decline below critical mass. Anecdotally we are an aging organisation in our district that has not kept up with the social and societal change of the last 30 years. We struggle to encourage membership under 40, as our club culture is more attuned to an older age group.

We started in the first plan to encourage satellite groups attached to existing club that encouraged a culture more attuned to a younger generation and female membership. From time to time, existing clubs come up with inspired leadership that see big increases in membership and diversity, we see clubs that are prepared to try new ways of meeting and the way they conduct meeting. All of these activities work and should be supported.

This plan is the third produced in recent years and aims to sets out pathways to diversity and growth that more fully represents the community in which we live and work.

The plan needs to address the cultural norms of the membership while respecting what has gone before us.

Our district has crossed the boundary in numbers and it has been determined that we will be redistricted.

At the time of writing this summary the district has been advised of this by our zone coordinators but there has been no plan developed regarding the mechanics of the change.

This is a difficult position to be in for our leaders as not understanding the future shape of the district structure brings a degree of uncertainty.

It is incumbent on us to drive vibrant membership forward and seek to retain the excellent leading record we have as a district in several important areas.

My life has been guided by a philosophy about planning – “A plan without goals is a dream” without firmly set goals that are meaningful, measurable and manageable we generally don’t progress.

All of the ideas and resources needed are available through Rotary International and Zone coordinators, our role at district level is to promulgate information and motivate clubs and members to be more accepting of the need to change the way we think of the next generation.

Other community service organisations recognised the need for change several generations ago and have built structures that have accommodated the needs and wants of a young generation. Rotary has those structures but does not use them in a way that appeals.

It is time we all reviewed what we do and how we do it. Governor Jerry and my team are ready to help clubs formulate and execute plans, setting goals for the future.



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Vision

This plan is developed against the background of significant membership decline over the last decade in

Rotary district 9910.

In this plan we seek to formally address and develop membership growth and retention.

Address the imbalance of diversity in Age, Ethnicity and Gender, reflecting more closely the society in which

we live and work

We also formally recognise and include the Rotary International and Rotary Zone 7b strategic plans around

membership.

We also seek to formalise a structure by creating an active District membership Committee, to oversee the

projects and projected outcomes.

We look to set aggressive goals for the district providing programs that clubs can pick up and use We believe

that there exists opportunity to establish new clubs and strengthen existing clubs.

We believe that all members can have a productive future irrespective of age.

There are programs within the Rotary world that include and nurture youth from a very young age through

to being a mature adult.

This plan forms part of the district leadership plan and in turn should form part of the club leadership plan in

terms of the Rotary code of policy January 2018

Demographic Analysis

Membership in Rotary district has been declining since the 1980’s and it is important to recognise that Rotary,

like other institutions, took the position “Social structural changes that occurred in New Zealand up until the

turn of the century were nothing to worry about”

The key changes were:

• Abolition of the 40 hour week - Monday to Friday, to be replaced by a flexible work week;

• Extended Licensing hours;

• The opening of stores to 7 day trading;

• 24 hour trading;

• Alcohol in supermarkets

All of these things and more changed the lives of New Zealanders, no longer was the 40 hour week, Monday

to Friday. As it had been for over 50 years and as a society we had more recreational options with the

casualisation of society had begun

The traditions of rugby, racing and beer went out the window and so did those pastimes that did not consider

the options.

Rotary generally had a traditional model based around a 2 hour meal meeting held prior to work, lunch time,

or in the evening. We had been generally populated by middle-class, white, male members and female

membership discouraged until well in to the 80’s.

More and more members found it hard to attend due to the pressures of competitive, deregulated

employment arrangements and the balance of family life. As an organisation we firmly stuck to the

importance of attendance at meetings rather than what we see now as important, engagement with Rotary.



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We could look back to that period but all that would achieve is making us feel frustrated that we did not act

sooner. A quick look at the last five years shows a decline of over 100 members.

Membership trends 1 July - est. at March 2018 1060

2017 1052

2016 1093

2015 1089

2014 1107

2013 1149

2012 1159

A more in depth view is contained in Appendix #1

As an organisation generally we have adapted to the new social order with a flexible approach to many things. However our problem now is that while only anecdotal (as members are reluctant to declare age), we are an aging organisation.

It is interesting that now clubs understand the problem and have started new innovative and flexible membership and meeting arrangements.

We should not lose sight of the fact that as a district we are below the 1100 threshold of Rotary International’s view of being an effective district.

We are one of around 30 districts throughout the world that are below this threshold. Zone director Noel Trevaskis has appointed a taskforce to oversee the reorganisation due to be implemented in 2021.

With this in mind it is incumbent on us as the district membership committee to grow membership irrespective of what district we belong to in the future.

Membership in the district goes through an annual cycle that sees Terminations in June and December. In the 2016 and the 2017 year we were able to make up for those lost at end of each dues billing period, however in this year we are slower to come back.

Terminations fall into several categories, the records of which are only as good as those that record the event on my Rotary.

Anecdotally – terminations through age related reasons generally happen between ages 70 and 75

Competitive Analysis-

• Overview - in the past New Zealand has been seen as a ‘giving country’ with relatively high numbers contributing time and energy into pastimes that benefit the community. The nature of that giving and the nature of competition can be seen by donations both monetary and volunteer inputs to charities and the growth in the number charitable instructions over the last generation. All of these collectively are competitors and or allies of Rotary – but do compete for the time and energies of potential Rotarians.

• Changes in social outlook – with the casualisation of and the move to less formal communications (electronic) a generation has grown to understand they can contribute without attending detailed planning meetings. “Post a message and if it appeals they will turn up”, the birth of the flash mob and the mobilisation of the student army after the Christchurch earthquakes is documented as an effective way to appeal to a younger generation.

• Primary competitors – Service clubs similar to Rotary have generally experienced a similar membership trend which has in some cases seen whole organisations close in New Zealand. However, new single purpose causes have come in to replace us and have been developed (sometimes by us) along contempary lines that have filled a position once filled by Rotary.

• Competitive offering – the answer is simple in one sense but complicated in its implementation.

For Rotary to remain relevant both to our present membership and the future generation we need a lot

simpler and lower cost organisation model.



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Strategy

• Capabilities – identifying strong clubs and why – A strong club is a busy club, everyone has something to do – it is well led in planning, goal setting and communication.

• Weakness- identifying the “clubs in danger” – the clubs in danger are those below 20 or have lost more than 25% of their membership in the last 2 years.

• Strategies to strengthen clubs- membership is more than new members. It is primarily providing satisfying experiences for the existing members. Recognising the contributions members make, providing avenues for members to develop skills and talents.

• Implementing change - change for some people is not a good place and I guess in each club the culture has developed because it suits the majority. Leaders need to bring the whole club along with any proposed changes – stop and look over your shoulder to make sure they are still following. Provide alternate group opportunities to cater to other ideas (the satellite group)

Delivery

• Membership attraction and retention is a universal task. It is for all members to contribute, not just the club membership Director. It starts from the top.

• What – District training starts at the club leaders-elect training with the simple ”Plan on a page,(see Appendix #7) outlining membership functions and processes.

• Training continues with the district membership seminar in Orewa 11 August and Whangarei 12 August 2018. Here we will offer a full range of topics (see Appendix 3).

• We would expect the club membership Director/chair will be equipped to deliver a club membership plan and training upon completion of the seminar.

• Auckland is to be the venue for one of the nationally led zone membership seminars –timing mid October 2018.

• Evaluation and Review- at the conclusion of each training event participants will be encouraged to complete an evaluation and comment on the effectiveness of the seminar for future development

Implementation

• Strategy- to be effective we need a district team to help clubs – it has been found over the last couple of years it is a big ask for one person to deliver a district program.

• It is also difficult to ask Assistant Governors to do more than deliver messages, for clubs to be effective they need a plan with real goals.

• Tactics – all the material needed in any club program is contained within the resource sheet attached as Appendix 8.

• Promotion – Internal - the membership committee will aim to contribute to the Governor’s Newsletter on a monthly basis.

• Send to clubs new information and ideas as they become available through various Rotary publications.

• Incentives – an incentive program has been agreed for 2018-19 by the Governor-Elect and the chair of the Reserve Fund committee (see Appendix #6).

• Publicity – internal/external



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Conclusion

• Review – is an important facet of any business plan and should be undertaken by a district membership committee in conjunction with the incoming district governor – elements that require developing should be incorporated into successive plans

• The establishment of a district membership team is critical to achieving the goals outlined in this plan, as it is not possible for one person to achieve on their own. The commitment and drive of the district membership direction has been with the district membership chair over the last two years which has proved difficult and limiting. In 2018-19 there is a positive move towards more involvement from district Rotarians and an aim to co-opt more members.

• Succession planning – the intention is a successor to the District Membership Chair role will emerge from within the district membership team, as I have reluctantly stepped away from leading district membership in to the 18-19 year. However, I am available to support the district membership team in their activities and provide guidance where required.

• Funding and Future development – funding support of the district membership team’s activities through the 2018-19 incentive programme is helpful. It should be noted funding for any future incentive program needs to be locked in place well before the Club Leaders’ Seminar in April/May.

• Further we do not understand what the future will look like given that our district will be redistricted in 2021 as we are under the minimum Rotary requirement for a district of 1100

Neil Reid

District 9910 Membership chair

2016-18 (May 2018)



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APPENDIX #1 Review of D9910 membership numbers/clubs 2008-20018

Membership Changes NZPI

Club Name 2008

Jan 2009

Jan 2010

Jan 2011

Jan 2012

Jan Jul

2013 Jul

2014 Jul

2015 Jul

2016 Jul

2017 Feb

2018 20008 to 2018

Islands

Norfolk Island 19 20 18 19 19 17 16 21 19 18 20 5.26%

Noumea 47 43 43 55 54 57 58 52 47 47 45 -4.26%

Noumea Ducos Boulari 25 21 26 26 26 24 21 16 20 17 16 -36.00%

Noumea Ouen Toro 17 16 16 21 21 23 23 20 21 18 20 17.65%

Port Vila 15 19 18 18 17 21 20 25 33 35 35 133.33%

Santo 17 11 11 11 11 15 12 12 12 11 13 -23.53%

Vanuatu Grassroots 23 15 6 6 6 6 -73.91%

140 130 132 150 148 180 152 155 158 152 155 10.71%

# Island Clubs 6 6 6 6 6 7 7 7 7 7 7

Avg Members per Club 23 22 22 25 25 26 22 22

Club Name 2008 Jan

2009 Jan

2010 Jan

2011 Jan

2012 Jan

Jul 2013

Jul 2014

Jul 2015

Jul 2016

Jul 2017

Feb 2018

20008 to 2018

New Zealand

Albany 29 36 36 33 32 25 26 26 23 15 15 -48.28%

Auckland Korean 21 21 21 18 10 5 6 21 35 35 35 0.00%

Bay of Islands 29 32 31 31 28 32 31 29 28 27 29 -55.36%

Birkenhead 56 48 40 36 38 29 27 28 26 25 25 68.75%

Browns Bay 16 15 12 9 8 21 22 18 24 30 27 -28.00%

Dargaville 25 23 23 22 19 16 21 18 18 17 18 -2.50%

Devonport 40 43 43 35 36 36 36 37 39 41 39 -20.00%

East Coast Bays 45 49 51 52 46 42 39 38 40 42 36 -40.00%

Epsom 40 41 39 29 28 32 29 27 26 24 24 13.04%

Glenfield 23 26 102.56%

Henderson 39 43 45 46 51 52 52 64 76 73 79 -7.14%

Hillsborough-Lynfield-Mount Roskill

14 15 12 18 13 12 10 10 11 12 13 -7.14%

Kaikohe 29 24 21 21 22 17 18 16 14 15 16 -44.83%

Kaitaia 14 15 17 15 12 15 12 9 7 6 6 -57.14%

Kerikeri 47 46 38 42 43 41 36 30 28 24 27 -42.55%

Kumeu 29 22 19 26 23 17 20 20 25 30 30 3.45%

Maungaturoto and Districts

26 25 22 24 20 20 21 24 21 16 21 -19.23%

Milford 63 56 51 53 51 50 48 47 46 44 56 -11.11%

New Lynn 32 26 24 19 18 20 19 24 23 24 34 6.25%

North Harbour 43 43 51 49 54 52 49 43 39 32 28 -34.88%

Northcote 47 51 49 49 43 32 29 24 19 14 13 -72.34%



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Club Name 2008 Jan

2009 Jan

2010 Jan

2011 Jan

2012 Jan

Jul 2013

Jul 2014

Jul 2015

Jul 2016

Jul 2017

Feb 2018

20008 to 2018

Onehunga One Tree Hill *

21 17 44 41 42 38 35 33 30 28 30 42.86%

Orewa 63 57 56 48 44 27 21 25 41 27 29 -53.97%

Takapuna 31 32 29 26 21 32 27 29 25 23 28 -9.68%

Takapuna North 43 42 44 41 41 40 40 37 27 32 32 -25.58%

Waipapa 18 20 21 22 25 22 22 19 19 16 17 -5.56%

Waitakere 31 28 23 21 21 22 27 25 21 14 13 -58.06%

Warkworth District 36 44 45 44 39 39 35 34 27 23 17 -52.78%

Western Springs 42 43 43 37 37 29 27 28 22 21 20 -52.38%

Westhaven 14 13 10 12 13 10 9 12 13 11 9 -35.71%

Whangaparaoa 33 35 38 38 42 41 35 34 37 30 27 -18.18%

Whangarei 31 26 24 24 15 13 14 13 10 12 12 -61.29%

Whangarei City 21 18 22 23 20 19 21 20 -4.76%

Whangarei South 54 53 53 56 48 48 54 53 53 51 51 -5.56%

Whangarei Sunrise 27 26 29 28 25 20 22 22 23 22 21 -22.22% 1128 1110 1104 1086 1026 969 942 937 935 900 923 -18.17%

New Zealand Clubs 33 33 33 34 34 34 34 34 34 35 35

Avg Members per Club 34 34 33 32 30 29 28 28 28 26 26

Total District Membership

1268 1240 1236 1236 1174 1149 1107 1089 1093 1052 1078 -14.98%

Average Members per Club

33 32 32 31 29 28 27 27 27 25 26

• Onehunga One tree Hill was an amalgamation of two clubs and the figures understated in the 8th –

9th years 25 Sept 2009

• West Harbour terminated July 2011

• Northern Wairoa Oct 2009



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APPENDIX #2 Termination vs Induction

Rotary District 9910

Inductions vs Terminations 11 months July 2017 - May 2018

Club ID Club Name July 1st 2017 As at

31st May 2018 Inducted

As at 31st May 2018

Terminated

Nett Change

50686 Albany 15 0 0 0

69878 Auckland Korean 35 2 9 -7

18480 Bay of Islands 27 2 1 1

18481 Birkenhead 25 3 1 2

22126 Browns Bay 30 3 7 -4

18482 Dargaville 17 3 1 2

18483 Devonport 41 4 7 -3

18484 East Coast Bays 42 0 6 -6

29068 Epsom 24 3 3 0

88011 Glenfield 23 7 4 3

18486 Henderson 73 17 9 8

18493 Hillsborough-Lynfield-Mount Roskill

12 1 0 1

18487 Kaikohe 15 1 1 0

18488 Kaitaia 6 0 0 0

18489 Kerikeri 24 5 2 4

30403 Kumeu 30 5 1 4

18490 Maungaturoto and Districts 16 5 0 5

18491 Milford 44 11 1 10

18494 New Lynn 24 14 2 12

18509 Norfolk Island 18 3 3 2

18495 Northcote 14 1 3 -2

26705 North Harbour 32 2 8 -6



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Club ID Club Name July 1st 2017 As at

31st May 2018 Inducted

As at 31st May 2018

Terminated

Nett Change

18477 Noumea 47 0 4 -4

18478 Noumea Ducos Boulari 17 1 4 -3

30439 Noumea Ouen Toro 18 2 0 2

18496 Onehunga One Tree Hill 28 4 2 2

18498 Orewa 27 11 4 7

18510 Port Vila 35 1 1 0

18511 Santo *note 1 11 0 0 2

18499 Takapuna 23 6 3 3

18500 Takapuna North 32 1 1 0

85103 Vanuatu Grassroots 6 0 0 0

30517 Waipapa 16 1 0 1

18501 Waitakere 14 2 4 -2

18503 Warkworth District 23 4 10 -6

18492 Western Springs 21 0 1 -1

31108 Westhaven 11 3 2 1

25448 Whangaparaoa 30 0 5 -5

18506 Whangarei 12 0 0 0

82933 Whangarei City 21 1 2 -1

18508 Whangarei South 51 5 2 3

27494 Whangarei Sunrise 22 0 2 -2

Existing Club Totals 1,052 134 116 23

Note one: June is the traditional month clubs terminate members - so therefore the reader is cautioned on drawing a conclusion from this chart



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APPENDIX #3 District Membership Training Seminar programme

Proposed session topics

• Session 1: Is Your Club Healthy?

• Session 2: Building a Diverse Club

• Session 3: Strategies for Attracting New Members

• Session 4: Kick-start Your New Member Orientation

• Session 5: Best Practices for Engaging Members

• Session 6: Practicing Flexibility and Innovation

• Session 7: Your Membership Plan



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APPENDIX #3 District 9910 Membership Budget 2018-19

Membership seminar 11 August, Orewa District budget $1,000

12 August, Whangarei

Travel Zone membership meeting District budget $1,500

Hobart 2 people

Membership Incentive program District Reserve fund $18,000

(refer Appendix #6)



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APPENDIX #5 District Membership Incentive programme 2017-18

Preamble

At the 2016-2017 AGM for the District in Whangarei the topic of the surplus in the District Reserve Funds (around $40,000.00) was again raised and a good discussion resulted. It was clear and understood that any use of these funds must be in terms of the District By laws.

The District 9910 Board met and further discussed the feedback received from the meeting. Board members were strongly of the opinion the funds be only used for the good of the members in the District, and a clear positive result is achieved from the investment of the funds.

The major focus of our District remains membership and there was a membership initiative in place in 2016-17 to support clubs to either form a new club or a satellite club in their area. This has had some positive results but there is still a lot more that we need to do to build membership in our District.

After healthy discussion, the Board meeting passed the following resolution:

“Some funds be made available from the Reserve Fund for identified future leaders in District 9910, to attend training and/or Rotary seminars during 2017/18, as well as a range of membership incentives to support clubs”.

It was agreed the Membership and the Finance Directors would develop a programme.

As a result the following proposal was drafted:

Future Leaders Training/Seminars.

That an amount of up to $10,000 is made available to:

• Meet the cost of sending up to six District 9910 Rotarians, identified as moving into leadership roles in the future, to “Future Leader” training held in conjunction with Governor Elect Training at the 7B Symposium to be held 8-10 September 2017 (more details later)

• Meet the cost of these future leaders attending other leadership seminars which are considered by the Governor to be supportive of their development for roles within the District. (more detail to follow)

Membership Incentives

Preamble attributes of a successful membership incentive programme

• Any incentive programme the district implements must be meaningful and measurable • Must remain transparent – to everyone • Contain the principles of the Four Way Test • Consulted to the membership for two weeks in June 2017 • Be acceptable to the incoming governor 2017-18 • Be accepted by the first district board meeting 2017-18 • Able to be financed by the district reserve fund surpluses • Reviewable – by an independent group – for effectiveness toward the end of the first year • Continuity – implemented for one year only until sustainability can be established. • The incentive is based on results as recorded in “My Rotary “

Existing 2016-17 programme and considerations

• Establishment of Satellite clubs • Does this programme have an end date

The existing programme is available for clubs that have started down the track and have physically entered the programme.

They are –

1. Henderson with the South Kaipara Satellite year two – cut off date March 2018

2. Henderson with the Mahurangi Satellite year one and two – cut off date November 2018

3. Milford – with the NRG Satellite have two years from October 2017 or can elect to join the new programme but not both.

4. East Coast Bays – with the Hobsonville Point establishment group have two years from October 2017 or can elect to join the new programme but not both.



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It should be noted clubs can only be in one incentive programme at a time, there will be no double dipping from old programme to the new programme. If the groups in 3&4 have not registered a group by the end of October 2017, then the existing incentive programme is closed to them.

The programme is based on Membership growth and offers incentives against stretch goals for growth in the areas of concern as out lined in the 2017-8 Presidential citation brochure.

1. The incentives will be paid against the final results for membership in the 2017-18 year

2. The incentive result will be reviewed by an independent review panel of the Governor Elect and the Governor Nominee against this criteria and the results on My Rotary

3. The prerequisite for being considered for this incentive is that a member of the participating club attend a District membership Seminar to be held in August 2017 (details to be advised shortly).

Areas of incentive

• The satellite club is based around the formation of a sponsored group of a minimum of 8 forming a club and registered with Rotary International - $1000 Paid to the Satellite group

• Nett growth in existing clubs of net 8 or more in the 2017-18 Rotary year – $1000 paid to the Rotary club

• Growth of female membership on a percentage basis 10% or clubs under 50- 2 new members, clubs over 50- 4 new members, whichever is the greater number - $1000 paid to the club

• Growth of membership of under 40 age group on a percentage basis 10% or clubs under 50- 2 new members, clubs over 50- 4 new members, whichever is the greater number - $1000 paid to the club

• Chartering a new club from scratch or from a Satellite - $1000 paid to the new entity

Note

Clubs succeeding in meeting targets in several areas- ie. 8 new members, 4 being under 40 and female – will qualify for payment in all 3 areas = $3000

Conclusion: We are serious about the future of Rotary without close attention to membership over the next few years we will cease to be relevant in the very near future.

Peter Smith David Oliphant PDG Bruce Rasmussen PDG Neil Reid

Governor 9910 Governor 9910 District Reserve Fund Chair District Membership Chair

2016-17 2017-18 2016-17 2016-18



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APPENDIX #6 District Membership Incentive programme 2018-19

The programme is based on Membership growth and offers incentives against stretch goals for growth in

the areas of concern as out lined in the 2018-19 Presidential citation brochures.

1. The incentives will be paid against the final results for membership in the 2018-19 year (Normally

reported in August) by Rotary international

2. The 2018 – 2019 incentive results will be reviewed by the Governor, Governor Elect and the Governor Nominee against the criteria and the results on My Rotary

3. The prerequisite for being considered for this incentive is that a member of a Club, attend a District membership Seminar to be held in August Saturday 11 and Sunday 12 2018. Clubs more than 2 hour’s travel time from seminar venue and island clubs are encouraged to attend however, excused the criteria

4. All existing Membership incentive programs for 2017 -2018 are now closed, except where qualified clubs entered in a previous program in the 2017-18 year.

5. Payment on the Results of the 2018-19 year will be made by the District Reserve Funds Committee (Chair) after recommendation by the Governor, Governor Elect and Governor Nominee.

Areas of Incentive CLUBS A. The satellite club is based around the formation of a new sponsored group in 2018-2019 of a minimum

of 8 members and are registered with Rotary International $1000 Paid to the Satellite group and $1000 paid to the Sponsoring Club.

B. Net growth of 5 or more members at the end of the 2018 – 2019 Rotary year. $100 per member. Maximum $1000 per club. Sponsoring Rotary Clubs (as in A) of up to 3 Satellites not included.

C. Support for new and registered Interact Clubs $500 paid to the Rotary club

D. Addition of at least 3 new members under the age of 40 $500 paid to the Rotary Club [excludes all Satellite Clubs]

MEMBERSHIP TEAM Support for Membership Team active involvement to assist clubs implement their membership growth and regeneration plans. Such activities to be agreed with Governor 2018-2019.

$4000 support for membership team activities targeted at membership growth.



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Budget CLUBS A. New Satellite club – 3@$1000 $3000

Sponsor club for setting up a satellite club - 3@ $1000 $3000

B. Nett growth of 5 or more members by club $4000 $100 per member up to a maximum of $1000 per club

C. Support a new Interact club - 4@ $500 $2000

D. 3 new members inducted in 2018-2019 under the age of 40 $2000 4@$500 MEMBERSHIP TEAM Membership Team support to help to grow club membership. $4000

TOTAL $18000

This program is endorsed by

Governor 2018 - 2019

Jerry Norman

Governor elect 2019 - 2020

Ian Kiernan

Governor Nominee 2020 -2021

Elaine Mead

District Membership chair 2018 - 2019

District Reserve Fund Chair 2018- 2019

Phil Ashton



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APPENDIX #7 District Membership “plan on a page” 2018-19

• The district adopts a membership goal for a 20% increase in membership from the start figure July 1 2018

• The district adopts a goal of recording the age of at least 80% of existing members

• The district adopts a goal of starting at least one new club

• The district adopts a membership retention goal of 90%

• The district adopts a membership goal to increases female participation by 5%

• The district adopts a goal to submit nominations for the Service above Self, Rotarian Spouse support and the significant project awards.

These goals will be supported by

• A District membership seminar to be held 11 August at Orewa and 12 August at Whangarei

• A national membership seminar to be held in East Auckland in October

• A district incentive programme based on attainment of membership goals with a prerequisite of a club member attending the district training seminar August

• The establishment of area membership support people and the establishment of a full membership extension committee

• Identify and visit at risk clubs

• Visit clubs to assist with developing individual club membership plans

• Distribute Membership resources to clubs

• Contribute to the Governor’s Newsletter material to assist clubs in membership

• Identify gaps in the district where new clubs/groups could be established – assign clubs to establish new groups

• Assist clubs in planning to strengthen and grow their infrastructure

• Assist the Governor prepare nomination forms for the Rotary ‘Service above Self’ and ‘Rotarian Spouse of the Year’ awards, district membership annual recognition and such other awards that are relevant to the recognition of members.

APPENDIX #8

Membership Resource Guide (April 2018)

…following…

Rotary International Membership Resource Guide (April 2018) 1

MEMBERSHIP RESOURCE GUIDE

The names of hyperlinked resources appear with an underline and usually in a blue font and can be downloaded on

www.rotary.org by clicking on the hyperlink, or ordered on shop.rotary.org with the SKU number provided. If you

experience any trouble when placing your order, please email [email protected] or

[email protected].

PUBLICATIONS

Name Description Audience Available

Revised! Strengthening Your Membership

This guide explains the process of creating a membership development plan and provides strategies and tools you can use to attract and engage new members.

Club presidents and membership committees, and district

membership chairs

http://shop.rotary.org/ (SKU: 417)

Starting a Rotary Club This guide describes a nine-step process to create a new club, from the initial idea to the charter celebration, and beyond.

District governors

N/A

Introducing New Members to Rotary

Utilize this guide to develop a process for engaging new members from the start by helping them get involved, connecting them with a mentor, and by pacing the learning over time.

Club leadership

http://shop.rotary.org/(SKU: 414)

Revised! Be A Vibrant Club

A quick guide for clubs with strategies for enhancing your club’s structure, activities, and even culture.

Club leadership

http://shop.rotary.org/(SKU: 245N)

Connect for Good Eight-page guide shows how to get involved and connect with Rotary.

Current members

http://shop.rotary.org/(SKU: 595)

Rotary Basics

This comprehensive guide to all things Rotary covers everything from how Rotary began to how you can optimize your membership experience.

New members http://shop.rotary.org/

(SKU: 699)

Impact Begins With You This prospective member brochure explains who we are and what sets us apart from other organizations.

Prospective members


ONLINE COURSES


Your Membership Plan

When you make a long-term membership plan, you’re making a commitment to your club’s health. Create a step-by-step plan to strengthen your membership and keep your club vibrant and relevant.

Rotary members

http://learn.rotary.org

Best Practices for Engaging Members

Is your club losing more members than it’s gaining? It’s time to get serious about engaging members.

Rotary members


Kick-start Your New Member Orientation

Are new members leaving within a year or two? Learn how to better connect with

Rotary members


http://www.rotary.org/

http://www.shop.rotary.org/

mailto:[email protected]

mailto:[email protected]

https://www.rotary.org/myrotary/en/document/573


http://shop.rotary.org/

https://my.rotary.org/en/document/starting-new-rotary-club

https://www.rotary.org/myrotary/en/document/introducing-new-members-rotary-orientation-guide

https://www.rotary.org/myrotary/en/document/introducing-new-members-rotary-orientation-guide



https://www.rotary.org/myrotary/document/be-vibrant-club-your-club-leadership-plan-australia-new-zealand-and-pacific-islands-245en-n

https://www.rotary.org/myrotary/document/be-vibrant-club-your-club-leadership-plan-australia-new-zealand-and-pacific-islands-245en-n






https://my.rotary.org/en/document/rotary-basics



http://learn.rotary.org/




them and help them get involved from the start.

Practicing Flexibility and Innovation

If you find that your club’s rules are preventing members from getting the experience they want from Rotary, try changing them.

Rotary members


Building a Diverse Club A diverse club reflects the make-up of its community, has a greater impact, and is more attractive to prospective members.

Rotary members


Online Membership Leads

What’s all this talk about membership leads? This course will clear up the mystery behind these online leads.

Rotary members


Is Your Club Healthy? Take this course to help your club stay valuable to your members and your community.

Rotary members


Strategies for Attracting New Members

Are guests of your club not interested in joining? Learn how to improve the club experience to make it attractive to visitors.

Rotary members


Alumni Report Guide

Learn how to use the Program Participants and Alumni Report as a tool to identify club program speakers, service project volunteers, or prospective members.

District and zone

leadership

https://my.rotary.org/en/document/how-use-program-participants-

and-alumni-report

TOOLS


Membership Best Practices Discussion Group

This discussion group provides a forum for leaders at all levels to share best practices for recruiting, attracting, engaging, and retaining current and prospective members.

Rotary members

https://www.rotary.org/myrotary/en/exchang

e-ideas/groups/members

hip-best-practices

Rotary Club Health Check

This resource helps club leaders pinpoint opportunities for growth and prescribes resources to help remedy problem areas.

Club leaders http://shop.rotary.org/

(SKU: 2540)

Membership Assessment Tools

Learn how to evaluate and improve your membership development plan with these tools, complete with sample surveys and information on organizing new clubs, recruiting and retaining members.

Current members


Customizable Rotary Club Brochure

In this new template, clubs can upload their own photos, edit text, list dates of upcoming events, and share member testimonials.

Prospective members

N/A

RESOURCES


New! Engaging Young Professionals Toolkit

This online toolkit can help clubs connect with Young Professionals by first understanding them. Topics included are characteristics of your audience, your club’s culture, ideas for outreach and engagement, and the long-term benefits of becoming a Rotarian.

Rotary Members

N/A

Club Flexibility web page

This web page offers ways clubs can implement the new flexible options Council decisions granted them. Includes links to frequently asked questions, governance documents, and start guides

Rotary members

N/A






http://www.highroadsolution.com/file_uploader2/files/how+to+use+the+program+participants+and+alumni+report.pdf

https://www.rotary.org/myrotary/en/exchange-ideas/groups/membership-best-practices








https://www.rotary.org/myrotary/en/document/rotary-club-health-check

https://www.rotary.org/myrotary/en/document/rotary-club-health-check


https://www.rotary.org/myrotary/en/document/club-assessment-tools

https://www.rotary.org/myrotary/en/document/club-assessment-tools


https://brandcenter.rotary.org/en-GB/App/Approval/AdrenalineTemplate/Details/11?RedirectUrl=%2Fen-GB%2FApp%2FApproval

https://brandcenter.rotary.org/en-GB/App/Approval/AdrenalineTemplate/Details/11?RedirectUrl=%2Fen-GB%2FApp%2FApproval

https://www.rotary.org/en/engaging-younger-professionals-toolkit

https://www.rotary.org/en/engaging-younger-professionals-toolkit

http://www.rotary.org/flexibility


for alternative membership types, and flexible meeting formats.

“Discover Rotary” Power Point

Show this presentation at prospective member or other events to introduce Rotary to the public. It covers Rotary’s values, history, and the benefits of membership.

Prospective members

N/A

Understanding Membership Reports: Getting Started

This guide lists each membership report available, explains the information it provides, and steps on how to find them.

Rotary members

N/A

Creating a Positive Experience for Prospective Members

Find tips and ideas for connecting with prospective members, and what you can do to ensure they have a positive experience.

Rotary members

N/A

Proposing New Members Best practices for proposing new members to your club.

Rotary members

N/A

How to Manage Membership Leads (Clubs)

Step-by-step directions for using the Membership Leads database to track and manage member leads at the club level.

Club leaders

https://www.rotary.org/myrotary/en/docume

nt/how-manage-membership-leads-

clubs

How to Manage Membership Leads (Districts)

Step-by-step directions for using the Membership Leads database to track and manage member leads at the district level.

District leaders

https://www.rotary.org/myrotary/en/docume

nt/how-manage-membership-leads-

districts

New Member Welcome Kit

Welcome new members to your club with pre-packaged Rotary essentials: Connect for Good brochure, What's Rotary? card, RI/TRF Annual Report, and Proud Member window cling.

New members http://shop.rotary.org/

(SKU: 426)

Membership Minute e-newsletter

Bi-monthly Rotary stories and the latest membership development ideas, strategies, and resources.

Club and district leaders

www.rotary.org/en/news-features/newsletters

Young Professionals Summit Report

A report that shares strategies, ideas, and key findings from the Young Professionals Summit held in Chicago September 2014.

Rotary members

http://www.highroadsolution.com/file_uploader2/files/yps+summit+report_final.pdf

How to Lead a Young Professionals Summit Guide

Learn how to plan, organize, and lead a young professionals summit to energize and engage your members as you discuss how to create a more appealing and engaging Rotary experience for all members.

Rotary members

http://www.highroadsolution.com/file_uploader2/files/ic15+breakout_how+to+lead+a+young+professionals+summ

it.pdf

Strategic Planning Guide

Use this guide and worksheet to help develop a vision, goals, and measurements for your strategic plan.

Club and district leaders

https://www.rotary.org/myrotary/en/document/strategic-planning-

guide

WEBINARS


New! Hot, Warm, and Cold Leads: Engaging Your Prospective Members (Club Level)

Rotary volunteers and staff share best practices in communicating with prospective members, ensuring their Rotary experience is positive, and managing and admitting them through the Membership Leads platform.

Club leaders

https://vimeo.com/240685013

https://www.rotary.org/myrotary/en/document/discover-rotary

https://www.rotary.org/myrotary/en/document/discover-rotary

https://www.rotary.org/myrotary/en/document/understanding-membership-reports-getting-started



https://www.rotary.org/myrotary/en/document/creating-positive-experience-prospective-members



https://www.rotary.org/myrotary/en/document/proposing-new-members

https://www.rotary.org/myrotary/en/document/how-manage-membership-leads-clubs







https://www.rotary.org/myrotary/en/document/how-manage-membership-leads-districts







http://shop.rotary.org/New-Member-Welcome-Kit/dp/B017JEG1IO?field_availability=-1&field_browse=2314901011&id=New+Member+Welcome+Kit&ie=UTF8&refinementHistory=brandtextbin%2Csubjectbin%2Ccolor_map%2Cprice%2Csize_name&searchNodeID=2314901011&searchPage=2&searchRank=salesrank&searchSize=12

http://shop.rotary.org/New-Member-Welcome-Kit/dp/B017JEG1IO?field_availability=-1&field_browse=2314901011&id=New+Member+Welcome+Kit&ie=UTF8&refinementHistory=brandtextbin%2Csubjectbin%2Ccolor_map%2Cprice%2Csize_name&searchNodeID=2314901011&searchPage=2&searchRank=salesrank&searchSize=12



https://www.rotary.org/en/news-features/newsletters

http://www.rotary.org/en/news-features/newsletters

http://www.rotary.org/en/news-features/newsletters







http://www.highroadsolution.com/file_uploader2/files/ic15+breakout_how+to+lead+a+young+professionals+summit.pdf










https://www.rotary.org/myrotary/en/document/strategic-planning-guide







Questions? Please contact Regional Membership Officer for Zones 7B and 8

Julie Aubry | [email protected] | +1-847-866-4480

www.facebook.com/julie.aubry.rotary

First Impressions Matter webinar: The Membership Experience

Find out what happens when Rotarians use every interaction to engage, educate, and inspire fellow Rotarians and the community. Moderated by Jennifer Jones, Past Rotary Vice President.

Rotary members


How to Manage Membership Leads for District Leaders

This webinar shows district leaders how to effectively utilize the Membership Leads platform, provides best practices for encouraging clubs to take action with leads, and includes a Q&A section with attendees.

District leaders


Revitalize + Rethink Your Rotary Club: Crafting Your Member Experience

Learn ways your club can create an engaging and rewarding member experience by embracing new rules and flexibility options your members.

Rotary members


Membership: It’s Now or Never (Part 1 of 5)

An international membership expert discusses new ways of thinking about membership and innovative tactics in part 1 of this “Membership Matters” webinar series.

Rotary members


Perception vs. Reality: Club Evaluation and Visioning (Part 2 of 5)

Focuses on the steps clubs should take to ensure a clear club vision and plan for the future.

Rotary members


Simple Steps to Innovate

Your Club (Part 3 of 5)

Focuses on the steps clubs can take today to stay relevant and appeal to new and potential members.

Rotary members


Membership

Engagement: The Key to

Retention (Part 4 of 5)

Focuses on member engagement as a path to member retention.

Rotary members


How to Recruit New

Members and Strengthen

Your Club (Part 5 of 5)

Focuses on growing and strengthening clubs by inviting new and diverse groups of professionals to club meetings, asking friends and colleagues to participate in service projects, and reaching out to Rotary program alumni.

Rotary members


Understanding Young Professionals

Led by Rotary staff and a market research professional, this webinar is intended to help members better understand the perceptions and needs of young professionals. Password: YPC

Rotary members


TRAINING MANUALS


District Membership Seminar Leader’s Guide

This guide provides you with speaking points, PowerPoint templates, and exercises to ensure your attendees participate and are engaged in each breakout session for club leaders or members.

District leaders

N/A

Lead Your Club: Membership Committee

Describes the responsibilities of the chair and committee, and identifies resources that may be helpful relating to increasing the club’s membership.

Club leaders http://shop.rotary.org/

(SKU: 226)





































https://www.rotary.org/myrotary/en/document/district-membership-seminar-leaders-guide

https://www.rotary.org/myrotary/en/document/district-membership-seminar-leaders-guide

https://www.rotary.org/myrotary/en/document/lead-your-club-membership-committee

https://www.rotary.org/myrotary/en/document/lead-your-club-membership-committee



Documents

Rotary District 9910 Membership plan 2018-19 …...Rotary District 9910 Membership plan 2018-19 Distributed to Club Leaders’ Seminar, 20 May 2018 5 Vision This plan is developed