Welcome District 6960

1. Welcome District 6960 District Leadership Training District 6960 Area Leadership Training - 2014

2. LEADERSHIP TRAINING AGENDA • Welcome & Roll Count • Purpose of the District • Tri-Level Plan & Communication • Committee Chairs • Governors Award 2014-15 • DG’s Official Visit Schedule & Protocol • Governor’s Visit & Protocol • Budget & Funding for AGs & Committees • District Websites & Club Central • Pre-PETS & PETS Plan • Annual Calendar • Questions, Answers & Open Discussion

3. DISTRICT 6960 THE PURPOSE OF THE DISTRICT: TO SUPPORT THE CLUBS

4. 11 Areas in District 6960 • Area 1: Marco Island Noontime, Marco Island Sunrise • Area 2: Naples, Naples Bay, Naples Collier, Naples-Gulf Shore, Naples North, Naples Pelican Bay, Naples Sunset • Area 3: Bonita Springs, Bonita Springs-Noon, Estero • Area 4: Ft Myers, Ft Myers East, Ft Myers South, Ft Myers-Sunrise, Sanibel-Captiva • Area 5: Cape Coral, Cape Coral-Goldcoast, Cape Coral-North, North Ft Myers • Area 6: Clewiston, Immokalee, LaBelle, Lehigh Acres • Area 7: Arcadia, Charlotte Harbor, Harbor Heights/Peace River, Murdock, Punta Gorda • Area 8: Englewood, Englewood Lemon Bay Sunrise, North Port Central, Placida, Venice Sunrise, Venice-Nokomis • Area 9: Sarasota, Sarasota Bay, Sarasota Gateway, Sarasota Gulf Gate, Sarasota Keys, Sarasota Sunrise • Area 10: East Manatee, Lakewood Ranch, Palmetto, South Manatee • Area 11: Anna Maria Island, Bradenton, West Bradenton

5. TRI-LEVEL LEADERSHIP • Each year a new District Governor Nominee Designate is chosen by the District Nominating Committee which is made up by representatives of all eleven areas. • One of the DGND’s first responsibilities is to select a person from each area to be his or her representative there. The person chosen must be a past club president* and an active member of good standing in a club of good standing. (*or will be a past club president prior to the date the DGND takes office as DG.)

6. THE ASSISTANT GOVERNOR / DGN and DGE • Is an official representative of the District Leadership Team. • Provides assistance to the Assistant Governor and serves as a liaison between the clubs in their Area and District Leadership.  • Serves as a resource for the clubs in their Area.  • Will attend Area meetings called by the District.  •  Will make informal club visits from time to time to build strong relationships with their members, officers and directors and will make two, semi - annual official visits to each area club, sending a club visit report, via email, to their Leader.

7. …..continued • The DGND and these eleven representatives form a team that will be together for the next three years, moving up to a new position each year, learning and working together to help the district support the clubs in their Advancement of the Object of Rotary. • The eleven representatives form a “class”, as in the Assistant Governor Class of 2014-2015, and will develop lasting friendships and enjoy fellowship for years to come.

8. THE ASSISTANT GOVERNOR / DGN and DGE • Will be encouraged to become a graduate of The Rotary Leadership Institute.  • Will be encouraged to attend District Training Seminars and the District Conference.  • Will be encouraged to be a sustaining member and benefactor of The Rotary Foundation.  • Serves as needed as a District Committee Member within their Area of Focus.

9. THE ASSISTANT GOVERNOR • Serves in the same capacity as in the previous 2 years, PLUS….  • Will serve as a special aide to the District Governor for official club or area wide visits. • Will convene a mid-year Area Presidents’ meeting to learn how the clubs are progressing and their plans for the second half of the Rotary year.

10. AREAS OF FOCUS • You have noticed that all AG levels refer to “Areas of Focus” • AGN AGE AG • Rotary Programs The Rotary Foundation Nominating Committee • Vocational Services Membership Conference • Youth Services Public Relations Awards & Recognition • -

11. Committee Chairs Membership Chair Tim Milligan

12. Mission & Tasks • The mission of the membership committee is to support clubs in attracting and retaining quality members by offering training, advice when requested, and resources to facilitate member focused club programs, administration and increased Rotary knowledge. • Tasks: • Provide clubs with tools and support to serve members and meet their needs • Provide resources on Website for Rotary Programs, Rotary Minutes and Rotarian to Rotarian Networking • Provide an annual membership seminar • Maintain and grow a quality speakers list

13. Committee Chairs District & Rotary Programs Bobbi Bird

14. Mission & Tasks • The mission of the District and Rotary Programs committee is to facilitate and encourage participation by clubs interested in the programs. This on-going relationship will be managed by the individual clubs with district input as requested. • Tasks: • Retain information about the programs • Identify and support a District leader for each program as designated by the District Governor • Maintain appropriate information and resources for each program on the District Website • Connect program leaders with interested clubs • Seek feedback on the programs from participating clubs.

15. Current District and Rotary Programs • Dictionary Day • Water Projects • Camp Florida • Gift of Life • Shelter Box • Meals of Hope • Wheel Chair Foundation • Coins for Alzheimer’s Research Trust

16. Committee Chairs Vocational Service Ken & Ruth Ruskin

17. Mission & Tasks • The mission for the Vocational Service Committee is to lead the District’s efforts in encouraging clubs to recognize and champion worthwhile vocational activities by Rotarians and non-Rotarians • Tasks: • Inform clubs about vocational service and recognition • Organize District recognition events for Rotarians and non-Rotarians excelling in Vocational Service • Maintain appropriate resources on the District Website

18. Committee Chairs Youth Services Steve Wassman

19. Mission &Tasks • The mission of the Youth Services Committee is to champion club participation in S4TL (RYLA), Interact, Rotakids and Youth Exchange to the benefit of Youth, Rotary Clubs and Rotarians; and to provide a Youth Protector Program. • Tasks: • Encourage clubs to be engaged in each of the Youth Programs supported by the district • Provide club training of best practices for Youth Programs • Maintain resources and information about the Programs and Youth Protection on the website • Recruit & Support the District Leader for each Program • Make presentations available to clubs about the Youth Programs • Assure Youth Protection Training and systems are in place to assist Rotarians and Youth

20. Programs and Leaders • Rotaract John Smarge • S4TL(RYLA) • Youth Exchange Frank Avey • Interact Mike Isabella • Rotakids • Youth Protection

21. Committee Chairs Administration - Conference Clark Rambo

22. Mission & Tasks • The mission of the District Conference Committee is to provide District Rotarians with a high quality District Conference under the guidance of the District Governor, Incorporating Rotary training, inspiration, recognition and fun. • Tasks: • Secure an appropriate venue with the approval of the District Governor • Develop and present a quality program designed to achieve the mission • Organize an appropriate ceremony honoring the in-coming District Governor, District Governor Elect and District Governor Nominee • Market the conference to Rotarians • Limit the District’s financial exposure to the amount budgeted and approved

23. SOUTH SEAS RESORT

24. GOLF OR BEACH…..ANYONE???

25. CONFERENCE FACILITIES

26. RELAX IN COMFORT

27. ISLAND TRANSPORTATION

28. Conference Planning • District Conference 2015 • Location: South Seas Resort • Facilities: Rooms, Beach, Golf, Marina • Conference Committees are being formed Assistant Governors’ involvement to get the word out. The plan is to have a road show presentation to promote the conference.

29. Committee Chairs Public Relations Bob Beville

30. Mission & Tasks • The mission of the Public Relations Committee is to lead the District efforts and support clubs in maintaining and improving Rotary’s public image and knowledge about Rotary accomplishments among Rotarians, potential Rotarians and the general public. • Tasks: • Provide training and resources in support of Club Public Relations Chairs and member’s activity, including help with preparation of press releases • Maintain a quality website • Design and manage the annual District Program, utilizing designated Rotarian PR Grant and District Funds • Encourage and maintain media relations for PSA and other free media • Lead District efforts to be relevant and current in the utilization of social media and other evolving PR opportunities • Assist the District Governor in planning and implementing an effective communication strategy

31. Committee Chairs The Rotary Foundation Steve Schlueter

32. Mission & Tasks • The mission of The Rotary Foundation Committee is to encourage the Clubs and Rotarians to make regular and substantial contributions to TRF, to support District and Global Grant activities, to assure the best use of TRF contributions and to serve mankind • Tasks: • Encourage and coordinate District Grant Projects and District and Club Global Grants • Supply Resources & enthusiasm for TRF contributions • Present Grant Management Seminars • Coordinate Club efforts to educate members and raise contributions • Coordinate Club Qualification and District Qualification process • Maintain records of District Grants and DDF in cooperation with District Treasurer and Assistant Treasurer • Provide Training for club TRF Committee members • Maintain resources and information in support of clubs on the district TRF website

33. The TRF Team • Major Gifts Suzi Atherton • Paul Harris Society Michael Berlow • Polio John Hargreaves • Global Grants Sandra Scoggins • District Grants Ladd Waldo • Scholar Search Alison Hussey • Vocational Training Team Bob Knight • Alumni Jay Berube • Annual Giving Pat Ellendorf

34. Committee Chairs Recognitions And awards John Steakley

35. Mission & District Awards Mission: The mission of the Awards and Recognition Committee is to assure District Rotarians are acknowledged to the greatest extent consistent with the 4-Way Test for their efforts and considerations by Rotary International and the District. • District Awards: • Service Above Self • Rotarian of the Year • Vocational Service • 4-Way Test/non Rotarian • Best Club bulletin • Best Club Website • Best Club Membership Retention • Best Club Community Project Best Major Contributor Event • Club Secretary of the Year • President of the Year • Club of the Year • Club Foundation Award • 100% Paul Harris Award • New Generation/Youth Service Award • Best Club Social • Best International Project • Best Focus on the District • Best Club Service

36. RI Individual Awards • Avenues of Service Award : Club presidents nominate a member who participates in each of the five avenues of service • Club Builder Award: DGs nominates up to 10 who support & strengthen their club • RF Citation for Meritorious Service: DG nominates Rotarians who are actively involved in service related to TRF • RF Distinguished Service Award: Nominated by Rotarians for exemplary service to TRF (prior winner of the Citation for Meritorious Service) • RI Service Above Self Award: nominated by current & past DGs or RO Directors for commitment to helping others • Service award for a Polio free world: Rotarians recognize outstanding contributions to polio eradication efforts. • Vocational Service Leadership award: DGs nominate Rotarians who use their occupation to make an impact in their community, profession & Rotary

37. RI Club Awards • Membership Development and Extension Award: recognizes clubs that achieve the highest membership growth or retention. • Presidential Citation: recognizes clubs that are growing stronger, creating change in their communities & enhancing Rotary ‘s public image • Recognition of Membership Development Initiatives: recognizes clubs that find creative ways to attract & engage members • Significant Achievement Award: recognizes clubs that have addresses a significant problem or need in their own community

38. Other RI Awards • Family & Community Service Awards: DGs nominate individuals or organizations that help families in the community • Presidential Citation for Rotaract & Interact Clubs: DGs nominate clubs that are meeting our president’s challenge to be active & engaged • Rotaract Outstanding Project Award: Rotaractors nominate clubs making an impact in the local or world community • Rotarian Spouse/Partner Service Award: DGFs honor spouses & partners who show exemplary humanitarian service • RF Alumni Association of the Year: Regional RF coordinators recognize an Alumni Association That has increased awareness of alumni Associations • RF Global Alumni Service t Humanity award: recognizes one RF alumnus who exemplifies the impact of Foundation programs • World Interact Week Recognition: recognizes Interact clubs that celebrate the founding of the first Interact club during the week of 11/5 • World Rotaract Week Recognition: recognizes Rotaract clubs that celebrate the founding of the first Rotaract club during the week of 3/13

39. Governor’s Award 2014-15 PETE DORAGH, DGE

40. Governor’s Award Purpose: To encourage clubs to have well balanced programs, reach beyond current successes, and recognize efforts of quality clubs Governor's Award Program - Earn 7,000 points                                with Distinction 8,500 points                               Gold Standard 10,000 points Club/Administrative Service 1,000 pointsInternational Service 1,000 pointsFoundation 1,000 pointsCommunity Service 1,000 pointsYouth Service 1,000 pointsDistrict Service 1,000 pointsMembership 1,000 pointsPublic Relations 1,000 pointsVocational Service 1,000 pointsRotary Programs 1,000 points Wildcard 1,000 points

41. Governor’s Visits Training Director Barbie Arbour

42. Governor’s Visit Schedule 7/8: Bonita Springs , Estero 7/9: Naples Gulf Shore, Naples, Cape Coral N 7/17: Naples North, Marco Island, Naples Sunset 7/18: Sanibel Captiva, Cape Coral Gold Coast 7/23: West Bradenton, Sarasota, Manatee Riverside 7/24: East Manatee, Lakewood Ranch 7/28: Sarasota Gateway, Sarasota Southside 7/29: Venice Sunrise, Arcadia 8/5: Charlotte Harbor, Englewood 8/6: Fort Myers East, Immokalee 8/7: North Fort Myers, Lehigh Acres 8/12: Marco Island Sunrise, Naples Bay 8/14: Murdock, Punta Gorda 8/25: Bradenton 8/26: Anna Maria Island 8/28: Sarasota Keys 8/29: Sarasota Sunrise 9/2: Fort Myers 9/3: Fort Myers Sunrise 9/8: Clewiston 9/9: Sarasota Gulf Gate 9/10: Placida 9/16: North Port Central 9/17: Naples Collier 9/18: Bonita Springs Noon 9/23: Labelle 9/24:Harbor Heights/Peace River 9/30: Palmetto 10/1: Cape Coral 10/7: Sarasota Bay 10/9: Englewood Lemon Bay Sunrise, Venice Nokomis 10/10: Naples Pelican Bay 10/13: Fort Myers South

43. Governor’s Visit Protocol • There should be no other speaker scheduled for the day of the DG’s official visit. He/she is the speaker. • The DG and his entourage do not pay for meals. (They may be fined or sold raffle tickets.) • “All Rise” and applaud when the DG is introduced and when he is done speaking. • AGs should contact club presidents before the visit to confirm time and equipment • AG introduces DG. If unable to attend, ask the AGE to fill in.

44. DISTRICT BUDGET District Treasurer Dwight Sedgwick

45. District 6960 Budget 2013-14 • INCOME:   • Annual Dues 101,250 Interest Income 650 • RI PR/Publicity Grant 12,000 • Prior Year Income 10,000 • Total Funds Available 123,900 • EXPENSES :  • DG- District Supplement 5,000 • DG & Spouse Zone Inst 2,800 • DG & Spouse RI Conv 5,000 • DGE - District Supplement 1,500 • DGE & Spouse Zone Inst 2,800 • DGE & Spouse RI Conv 5,000 • DGN - District Supplement 1,000 • DGN & Spouse Zone Inst 3,400 • PDG Pin & Coll of Gov Plaq 600 • PETS 32,200 • District Conference 16,000 • AG Expense 5,500 • Bond for Officers 150 Contributions to Zone 600 Secretary 50 • Tax Preparation & Audit 1,600 Treasurer 250 Caribbean Partner - Dues 100 • RLI - Annual Dues 500 • RYLA-S4TL - Annual Dues 3,000 • Credit Card Discount 1,000 Website - Host 200 Website - DB Software 1,200 Website - Ops Support 5,000   • Global Scholarships 450 District Committee Support 1,500 Rotary Youth Exchange 3,000 Rotaract-Interact 1,500 Membership Enhancement 4,000 Public Relations/Publicity 16,000 • TRF Activities 3,000 Total Expense 123,900

46. District Websites RI & Club Central Jane Goble

47. Rotary District 6960 Website • www.RotaryDistrict6960.org • New Design • Under Construction • Centralize Information • Maintains Confidentiality of Member Information

49. Prospective and New Member Website Prospective and New Members

50. Inside Prospective and New Member Website