President Elect Training Seminar 2009

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					President
Elect
Training
Seminar       District 6360
2009           Session 1
            Thursday Evening
If you believe in Rotary and its power to make a
difference in the world, it is time to stand up and
commit to doing the best job you can — with all of
your mind, your heart, and your soul.
The Future of Rotary Is in Your Hands. 09-10 R.I. President John Kenny
       District Leadership Team
• DG – 2008-2009 Renée Merchant (Dick)
• DGE – 2009-2010 Kathleen Tosco (Bob
  Small)
• DGN 2010-2011 – Don Frohm (Ann Marie)
• DGNN 2011-2012 – Paul McNamara
  (Evie)
• Assistant Governors
     District Leadership Team
• District Trainer
2008-2009 Jay Larson
2009-2010 Renee Merchant
• District Treasurer – Dana Tousley
• District Secretary – PDG Ed Foster
• District Administrator – Linda Foster
• District Committee Chairs
          Our PETS Agenda
• Plenary Sessions with keynote speakers
  – Prominent leaders from our Zone and RI
• District Sessions Thursday, Friday and
  Saturday
  – Details and discussion with district leaders
• Club-sized breakout sessions
  – Network with presidents from other districts
           District 6360 Goals
• Membership
   – Current membership – 3,000 in 58 clubs
   – 2009-10 Goal - Net one member per club
• Foundation
   – Every Rotarian Every Year (EREY) Annual Fund
   – Polio Plus
• Administration – Club Leadership Plan, Visioning
  (Strategic Planning)
• Leadership Development-Rotary Leadership
  Institute (RLI), Officer & Committee Chair Training
  Seminar, PETS
• Public Relations – PR Grant focus, Club PR
         Planning Strategies
• District Goals set in strategic plan
• How do you establish club goals?
  – Annual goals
  – Long range goals
  – Multi-year goals
• Club strategic planning process
  – Strategic planning guide from RI
  – Use relationships from PETS
  – Visioning Program – Peggy Day
           This is Your Year
• Shared experience with other presidents
• Establish your objectives for the club
  – Publish your goals
  – Review progress at regular intervals
• What goals might you set?
• What will you leave as your Rotary
  legacy?
          Support for Your Year
• Plan to succeed
• Assure success when you
  – Include club members and club leaders
  – Promote club and district events
  – Draw on strengths of district team
  – Collaborate with other clubs
  – Edify participants
     District Services to Clubs
• Linda Foster, District Administrator
  – District Office
  – District Communications
  – Newsletter
  – Directory
  – District Library
  – Resource Person
Ed-do you have a ppt slide of
  the web site to go here?
     District Services to Clubs
• Ed Foster, District Secretary
  – DCO (District Communications Officer for
    DaCdb (data base)
  – Club Attendance
  – Web Site
  – Speakers’ Bureau
     District Conference 2009
• DG Renée Merchant
  – Frankenmuth, MI
  – May 15-17, 2009
  – Joint conference with 6290
  – Bavarian Inn & Zenders
  – Annual Meeting with vote on District By-laws
    & District Manual of Procedures
          Membership Ideas
 DGN Don Frohm (2010-2011), currently District
            Membership Chair
      DGNN Paul McNamara (2011-12)



• Recruitment
• Retention
• Member Education
New Member Recruiting Strategies:
• Use July 4th community fireworks project as a
  promotional opportunity by distributing literature
  describing club and inviting new prospects.
• Hold an open house in the evening as a means of
  attracting prospective members.
• Seek out younger business owners and
  professionals to come to club meetings as a guest.
• Hold additional social events and activities.
• Follow up with individuals who have made a
  presentation to see if they are interested in joining.
• Club offers to pay the first year dues for new
  members.
         Membership Recruitment
              Strategies
• Increase club publicity and literature, i.e.; yearbook, annual
  report of activities to clear up any misconceptions, additional
  use of the local shoppers guide.
• Place Rotary Pamphlets and materials in members business
  as well as in places such as the chamber etc.
• Develop a CD or brochure that promotes the club.
• Invite more prospects to participate in Club projects as means
  of encouraging them to join.
• Watch for new hires in local businesses that appear in the
  newspaper.
• Follow up with former members to encourage them to rejoin
  Rotary.
   Retention of current member
            strategies:
• Develop a 90 day checkup for new members to
  determine their experiences to date and address
  concerns (if any).
• Follow up with absent members perhaps sending
  a note that they are missed.
• Ask all members new and old to participate in club
  activities and projects.
• Get new members involved in a committee and
  project upon joining.
• Establish a formal mentoring program for all new
  members.
        Membership Retention
• Prepare an exit interview document for those that
  leave the club but still reside in the community.
• What is the member’s perception regarding the cost of
  dues vs the value received?
• Invite potential new members to attend several club
  meetings so they are better informed about Rotary and
  what the club is doing in the community.
• Need more social and fun events for members to
  balance our project work. Include our spouses and
  significant others as well in these social and fun
  events.
• Gather several new members at a time to induct into
  Rotary when possible.
 Achieving Membership Goals
• Establish Club Membership Committee
• Support from District
  – District Membership Chair & Workshops!
  – AG
  – District Membership Training Seminar – July
    14, Battle Creek Lakeview High School
• Work with other clubs
• What do you need to succeed?
  Achieving Membership Goals
• RI Tools:
  – Membership Development Resource Guide,
    417-EN published 4/08 (excellent new tool!)
  – Club President’s Manual
  – Membership Minute
     • Monthly email with membership tips
     • Send email to membershipminute@rotary.org to
       sign up
     Calendar of District Dates
• April 1 – Budget and Finance Meeting
• April 18 – Quarterly Meeting at Schuler’s in Marshall
  8:30 – 12, Lunch at noon, Board Meeting 1-2, 2-3
  Strategic Planning
• April 29 – 5/28 GSE inbound team here from Argentina
• 5/28 – 6/? – GSE outbound team gone to Argentina
• May 15-17 – District Conference – Frankenmuth and
  Annual Meeting (Vote on District By-laws & Manual of
  Procedure)
• June 21-24 – RI Convention – Birmingham, England
• June 29 – Handover/Installation Dinner for DG –
  Kalamazoo Radisson
• July 14 – Club Officer and Committee
  Chair Training Seminar - 5:30 – 8 p.m. –
  Lakeview Middle School – Battle Creek
• July 28 – Budget and Finance Meeting
• August 22 – Quarterly Staff Meeting and
  Board Meeting – 8:30 – 2
• September 11-13 – RYLA CAMP
• October 20 – District Foundation Dinner
  (tentative)
• October 24 - Quarterly Staff Meeting and
  Board Meeting – 8:30 – 2
• December – DGNN Interviews
•   January 9, 2010 – Quarterly Meeting – 8:30 -2
•   March 18-20, 2010– PETS 2010
•   April 6, 2010 – Budget & Finance Meeting
•   April 10 – May 10 – GSE inbound team here from
    Italy
•    May 10-June 10 – outbound GSE team gone to
    Italy
•   April 17 – Quarter Meeting and Board Meeting
•   April 25-30 – Council on Legislation – Evanston, IL
    (Jim Alden is our representative)
•   May 6-8– District Conference 2010– Kalamazoo
•   June 20-23 – RI Convention – Montreal, Quebec
•   June 30 – Handover/Installation (tentative)
       THE OFFICIAL VISIT
• Annual visit by District Governor
• DG meets with full board before or after
  meeting
• No other program scheduled on the DG
  visit day
• DG represents RI President John Kenny
• If schedule conflict, discuss with DG now
• Invite DG to other significant club events