Transcript Pre-PETS 2009

President
Elect
Training
Seminar
2009
District 6360
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 [email protected] 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
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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