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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

Session 1:

You’re the Club President

Role and Responsibilities

the purpose of pets
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


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

presidential objectives
Presidential Objectives
  • Understand the role of club president.
  • Learn how to prepare as president-elect.
  • Implement the Club Leadership Plan.
effective rotary clubs
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
your year as club president
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.
preparing for office
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.
club leadership plan
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
implementing the club leadership plan
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
session 2

Session 2:

Goal Setting

presidential objectives12
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.
annual and long range goals
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.
determining goals
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.
effective goals
Effective Goals
  • Shared
  • Measurable
  • Challenging
  • Achievable
  • Time specific
strategies for achieving goals
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.
motivators for club members
Motivators for Club Members
  • Fellowship
  • Networking
  • Recognition
  • Belief that their efforts will benefit their community and the world
session 3

Session 3:

Membership Recruitment

presidential objectives20
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.
membership committee
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
recruiting members
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.
remember just ask
Remember - Just Ask !

(more than once)

session 4

Session 4:

Service Projects

presidential objectives26
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
creating service projects
Creating Service Projects
  • What are the differences between:
      • Community Service Project
      • Fundraising Event
  • How much risk should we take?
four steps of a successful service project
Four Steps of a Successful Service Project
  • Needs assessment
  • Planning
  • Implementation
  • Evaluation
how do you start
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
questions to consider
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?
session 5

Session 5:

Membership Retention

presidential objectives33
Presidential Objectives

Develop Strategies for

Membership Retention

why members leave rotary
Why Members Leave Rotary
  • Time commitments to family and work
  • Expenses
  • Lack of fellowship
  • Poorly structured meetings
  • Lack of projects and programs
  • Relocation
retaining members
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
just ask
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
resources available
Resources Available
  • District Membership Committee
  • Assistant Governor
  • District Membership Seminar
  • When all else fails contact District Governor
  • Just Ask
session 7

Session 7:

July 1, 2008

You’re The Club


running an effective meeting
Running an Effective Meeting
  • Start on time
  • Have an agenda
  • Speak clearly
  • Allow enough time for the speaker
  • End on time (very important)
types of meetings
Types of Meetings
  • Board of Director
  • Sub-Committee
  • Weekly Club
  • Club Assembly (Business Meeting)
running the weekly meeting
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
role of the district
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