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Session 1: You’re the Club President Role and Responsibilities Introductions The Purpose of PETS To prepare presidents-elect for their successful year as president To give presidents-elect and district leaders the opportunity to work together Sessions 1 ~ Roles and Responsibilities

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Session 1:

You’re the Club President

Role and Responsibilities


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Introductions


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The Purpose of PETS

  • To prepare presidents-elect for their successful year as president

  • To give presidents-elect and district leaders the opportunity to work together

Sessions

1 ~ Roles and Responsibilities

2 ~ Goal Setting

3 ~ Membership Recruitment

4 ~ Service Projects

5 ~ Membership Retention

6 ~ Rotary Foundation (RI Presentation)

7 ~ You’re The Club President


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Presidential Objectives

  • Understand the role of club president.

  • Learn how to prepare as president-elect.

  • Implement the Club Leadership Plan.


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Effective Rotary Clubs

  • Sustain or increase their membership base

  • Service Above Self - locally and around the world

  • Support TRF (The Rotary Foundation)

  • MOTIVATE your members

  • Identify and develop future Rotarian leaders


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Your Year as Club President

  • Continually evaluate club goals.

  • Ensure each committee has defined objectives.

  • Preside at all meetings of your club.

  • Prepare for and encourage participation at club and district meetings.

  • Work with your club and district leaders.


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Preparing for Office

  • Review your club’s long-range goals.

  • Set club annual goals that support long-range goals.

  • Work with your club and district, developing key relationships.

  • Ensure regular, consistent training.

  • Ensure continuity in leadership and service projects.


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Club Leadership Plan

  • The Club Leadership Plan is the recommended administrative structure for Rotary clubs.

  • The RI Board encourages Rotary clubs to use it to develop a leadership plan that will provide

    • Membership and TRF goals for your year

    • Continuity in projects and decision making

    • Consensus for decision making and goal setting

    • A larger number of well-trained leaders

    • Succession planning for club leadership


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Implementing the Club Leadership Plan

  • To implement the plan, current, incoming, and past club leaders should

    • Make sure all club members feel involved and informed

    • Develop long-range goals

    • Set annual goals that support long-range goals

    • Communicate with the club and district

    • Ensure continuity in leadership

    • Customize the bylaws to reflect club operations

    • Provide regular fellowship opportunities

    • Actively involve all club members

    • Offer regular, consistent training


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Does your club have a leadership plan?


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Session 2:

Goal Setting


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Presidential Objectives

  • Understand effective annual and long-range goal setting.

  • Lead club members in establishing goals.

  • Understand the importance of motivating club members to accomplish their goals.


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Annual and Long-Range Goals

  • Long-range goals should

    • Cover the next three to five Rotary years

    • Address the elements of an effective club and each avenue of service to pursue the object of Rotary

    • Include action steps for achieving them

  • Annual goals should

    • support the long-range goals.


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Determining Goals

  • Assess the club’s current conditions.

  • Brainstorm ideas.

  • Speak with community members.

  • Contact district leadership.

  • Consult with other clubs.

  • Review the Presidential Citation.


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Effective Goals

  • Shared

  • Measurable

  • Challenging

  • Achievable

  • Time specific


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Strategies for Achieving Goals

  • Communicate with club and district leaders.

  • Develop action steps.

  • Assign club members to each step of the action plan.

  • Establish a timeline.

  • Determine criteria for measuring progress.

  • Use resources available from your club, district, and RI.

  • Evaluate your progress.


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Motivators for Club Members

  • Fellowship

  • Networking

  • Recognition

  • Belief that their efforts will benefit their community and the world


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What motivational strategies have been successful in your club?


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Session 3:

Membership Recruitment


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Presidential Objectives

  • Lead the club in establishing progressive yet realistic membership goals for the upcoming Rotary year.

  • Understand the components of effective membership development.

  • Develop strategies for membership recruitment and education.


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Membership Committee

  • Membership chair is a resource for helping to achieve club membership goals

  • Also develops and implements a plan for recruiting club members

  • Each club should have a fact sheet or information kit for prospective members

  • Every member is part of the committee


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Recruiting Members

  • New members become future leaders.

  • Diversity of the professional community makes the club more representative.

  • New Rotarians bring fresh ideas.

  • More Rotarians means greater service outreach.

  • Greater membership brings increased participation and contributions to The Rotary Foundation.

  • Younger members are the future of Rotary.


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What challenges has your club had in recruiting new members?


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Remember - Just Ask !

(more than once)


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Session 4:

Service Projects


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Presidential Objectives

  • Identify the steps of a successful service project.

  • Determine a balanced program of service for the club.

  • Service Above Self

  • Quality Rotarians and TRF is how we accomplish what we do


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Creating Service Projects

  • What are the differences between:

    • Community Service Project

    • Fundraising Event

  • How much risk should we take?


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    Four Steps of a Successful Service Project

    • Needs assessment

    • Planning

    • Implementation

    • Evaluation


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    How Do You Start?

    • Identify

      • Needs in the Community and the World

      • Club Financial Aspect

      • What you need to make it work

      • What support you have in the club


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    Questions to Consider

    • Did the project meet the needs of the community as envisioned?

    • Did all club members have an opportunity to participate?

    • Was there a balance between financial assistance and hands-on assistance?

    • Was there adequate media coverage of the project?

    • Was the club able to meet the financial demands of the project?


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    Share your club’s service projects.

    =


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    Session 5:

    Membership Retention


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    Presidential Objectives

    Develop Strategies for

    Membership Retention


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    Why do members leave Rotary Clubs?


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    Why Members Leave Rotary

    • Time commitments to family and work

    • Expenses

    • Lack of fellowship

    • Poorly structured meetings

    • Lack of projects and programs

    • Relocation


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    Retaining Members

    • Retention is a key component of membership growth.

    • Rotarians who are involved and committed are less likely to leave Rotary.

    • Involvement and enthusiasm of current members helps retain new members.

    • In order to grow as a organization, the needs of current and future members must be addressed


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    What action can your club take to keep members?


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    Just Ask

    • Get new members immediately involved

    • Ask members who seldom volunteer to help

    • Encourage family participation at events

    • Service projects that meet community needs

    • Orientation programs for new members

    • Evaluate club meeting time and location

    • A plan for continuing education for all club members


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    Resources Available

    • District Membership Committee

    • Assistant Governor

    • District Membership Seminar

    • www.rotary.org

    • When all else fails contact District Governor

    • Just Ask


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    Why have you remained a member of your club?


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    Session 7:

    July 1, 2008

    You’re The Club

    President!


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    What is the major role of a Club President?


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    Running an Effective Meeting

    • Start on time

    • Have an agenda

    • Speak clearly

    • Allow enough time for the speaker

    • End on time (very important)


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    Types of Meetings

    • Board of Director

    • Sub-Committee

    • Weekly Club

    • Club Assembly (Business Meeting)


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    Running the Weekly Meeting

    • Setting the Agenda

      • Call to Order

        • Flag Pledge, Invocation

      • Introduce Guests

      • Fines, Happy Dollars, Raffles

      • District Information and Communication

      • Club Business and Committee Reports

      • Speaker Program

        • Use Rotary Calendar as a Guide for Speakers

      • Closing Bell


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    Role of the District

    “The activities and organization of the Rotary District shall exist solely to help the individual Rotary Club advance the Object of Rotary”

    Manual of Procedures


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    PETSOpen Discussion


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