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					                              Rotary Club of Estes Park
                             Membership Plan 2007-2008


Objective:

      To have an active club membership of at least 151 on June 30, 2008.
           o This is plus 1 from June 30, 1007
      Normal attrition for all reasons is 10-15 members per year
      Target recruiting 15-20 new members to show positive membership growth
      Create an atmosphere that fosters and encourages guests and new members
      Successfully transition newly inducted members from weekly Rotary Meeting
       attendees to Rotarians within the first year of membership

New Member Profile:

      Professional, business or community leader (current or retired)
      Discretionary time available
      Community service oriented
      Capable of meeting financial obligations of Rotary
      Year-round resident of Estes Park area
      Target individuals in Generation X, but exclude no one

Gathering Information:

      Survey the club membership
          o General information, age, years in Rotary, gender
          o Why did you join Rotary?
          o Why did you stay in Rotary
          o What do they like about the club?
          o What do they dislike?
          o Who in their field (or related fields) should be in Rotary?
          o If the Rotary Club of Estes Park were your business with declining
              demographics, what would you do?
          o Which community leaders, not currently in Rotary, should be?
          o What businesses or classifications in town are not represented in Rotary?
          o Who would be the best representative from those businesses or
              classifications?
          o Also collect data on business name and address to expand club database
      Meet with all new members in the club (since January 1, 2006)
          o What did you like/dislike about the process of joining Rotary?
          o What was the biggest roadblock?
          o Did the new member orientation kit do its job? What would you add or
              drop from the kit?
          o What role did/should your sponsor play?
      Cross reference data to determine who is in Rotary and who isn’t
          o Club Rosters from both EP Rotary clubs
          o Business License List from town
          o Chamber of Commerce membership roster


September 5, 2007                                                               Page 1
                              Rotary Club of Estes Park
                             Membership Plan 2007-2008


Membership Committee:

      Build an active Membership Committee of 10-12 Rotarians
      Develop committee job description
      Meet monthly (September through May)
      Invite all new members to be on the Membership Committee
      Use the expertise of all Past Presidents as ex-officio members of the committee
       for their knowledge of the club and community
      Primary recruiting months
           o Sept-Nov
           o Jan-Mar

Action Plan:
    Develop a definitive list of 30-40 prospective members
          o Include name, occupation, source of name, and two-three people in Rotary
             who know the individual
          o Divide the list into three groups
                  Only work on recruiting the top 1/3 of prospects
                  Move prospects up the list as individuals join or decline
          o Recruit Rotarians to be sponsors.
                  Ask specific Rotarians to ask specific individuals to join Rotary
          o Develop tracking plan for all prospective new members
          o Track all guests of Rotarians (excluding out of town visitors, spouses, and
             children) at weekly meetings as potential new members

      Review, revise, or develop as needed, all membership materials and procedures
           o Rotary member job description (What is expected of Every Rotarian)
                    Attendance
                    Committee Involvement
                    Commitment to sharing Rotary
                    Financial obligations
                    Participation in club activities/fund raising events
                    Social participation
           o Sponsor/Mentor job description
                    From invited guest through induction
                    Orientation
                    Year-round mentoring
           o New Member Proposal form/check list
           o Membership Application
           o Tent cards on membership recruiting on tables at weekly meetings
           o Membership minute at each weekly meeting, repeated in The Spoke
      Encourage Rotarians to bring guests
      Work cooperatively with the Sunrise club on development of membership
       materials, orientation of new members, and getting potential Rotarians into the
       club that best works for them


September 5, 2007                                                                 Page 2
                             Rotary Club of Estes Park
                            Membership Plan 2007-2008
      Develop business card with club information for members to hand out to friends
       and prospective members
      Develop recommendations for board action from member survey on retention of
       membership
      Reduce time period between application for membership and induction
      Develop meaningful induction ceremony
          o Invite spouses, if appropriate
          o Recognize Sponsor (Sponsor pin presentation)
      Club assembly dedicated to membership development (January)
          o Demographic overview
          o Review club membership plan
          o Review results of club survey
          o Explain roles of Sponsors and Mentors
          o Groups of three, responsible for recruiting one new member, sponsoring
              and mentoring
      Marketing—Getting the Rotary Brand visible in the community
          o Coordinate with other service clubs in Estes Park (Sunrise Rotary,
              Kiwanis, Quota, Lions, Optimists)
                  Organize an Estes Park Service Club networking group
                  “Get involved in your community—Give something back”
                     campaign
                          Newspaper ads
                          Visitor Center handout
                  All service clubs working together to provide opportunities for
                     people in Estes Park to choose which service organization matches
                     their style and schedule
                  Service Club meeting signs at entrances to town
                  Service Club table at Estes Park Heritage Festival
          o “got Rotary” campaign
                  Ongoing “got milk” type campaign showing wide variety of
                     Rotary service projects both locally and internationally
                  Provide opportunity “for more information, call. . .”
          o “Rotary Meets Here” sign upstairs outside Country Store (with both clubs
              meeting times)
          o “Be my guest” business cards for members to hand out
          o Use RI PSAs for Radio, Television, Newspaper
          o Use RI “Rotarians are YOUR Friends” table cards
          o Coordinate all public marketing efforts with the Sunrise club.
          o Use Rotary Office (Hobert’s) as contact number
                  scripted response for Marsha to use when people call for more
                     information
                  Small information packet for Marsha to mail out
                  Follow up name/address/phone number on all inquiries
          o New residents moving into Estes Park
                  Provide information on all service clubs at Welcome Center



September 5, 2007                                                               Page 3
                             Rotary Club of Estes Park
                            Membership Plan 2007-2008
                 Advertise in Newcomers Club newsletter and at September annual
                  meeting
                Identify Rotarians moving into town
                New business licenses
                Names from newspaper
          o Marketing campaigns goals:
                Raise awareness in community of all service clubs
                Provide opportunity to find out more information

Membership Materials
   New Member Application kit (Readily available for all members to use to invite
     potential members
         o Rotary Club of Estes Park brochure “Want to be a Rotarian?”
         o Application
         o Timeline for processing applications
         o “This is Rotary”

      New Member Orientation kit (reviewed and given out at the orientation)—this is a
       separate kit from the kit given at induction (below).
          o Blue RI folder for New Member information kit, including
                    Basics
                    ABC’s of Rotary
                    RI Theme brochure
                    Welcome to Rotary
                    Foundation Facts
                    Foundation Reference
                    Every Rotarian, Every Year
                    Two Needs, Two Ways
          o Member Responsibilities & Expectations
          o Sponsor/Mentor Job Description
          o List of committees, with chairman phone number/email
          o Committee sign up form
          o Calendar for current club year
          o Club constitution
          o Club bylaws
          o Club budget
          o EP Rotary Foundation Brochure
          o Ernie Altick Fellowship Flyer
          o Memorial tribute trust fund flyer
          o Paul Harris Fellowship application
          o Rotary Club of Estes Park organization chart




September 5, 2007                                                               Page 4
                             Rotary Club of Estes Park
                            Membership Plan 2007-2008
      New Member Induction kit (presented at induction—not the orientation kit, see
       above)
          o Letter of Welcome from Club President
          o Sponsor and Mentor contact information (including websites, club
              number, etc.)
          o Complete Club Roster (with photos) (including this new member’s data)
          o New Member Kit (from Russell Hampton, includes:)
                  Four Way Test frameable certificate
                  Object of Rotary frameable certificate
                  Four Way Test pocket certificate
                  Rotary Lapel pin (1/2”)
                  Reflective Decal
                  Certificate of Membership (large)
                  New Member ribbon
          o Red Badge
          o Catalog of Rotary emblem merchandise (Russell-Hampton one page flyer)
          o Order form from III for Rotary Club of Estes Park shirt/hat, etc.
          o Blue Badge criteria

Club Budget considerations (see spreadsheet)
    Sponsor Pins
    Application Kits
    Orientation Kits
    Induction Kits
    Decals (for current members)
    Brochures from RI
    Meal costs for prospective members after first visit
    Marketing
    Signs for highways and in front of Otherside Restaurant (or on corner of Moraine
      Ave and Mary’s Lake Road)




September 5, 2007                                                              Page 5

				
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