Welcome to the presidents elect and secretaries elect training seminar breakout sessions
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Welcome to the Presidents-elect and Secretaries-elect Training Seminar BREAKOUT SESSIONS. P.E.T.S. DAY 1. Running Your Club Effectively LUNCH Leadership and Motivation Working With Your District Team BREAK Planning for the Long Term Reporting Requirements. Introductions. Session 1:.

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Welcome to the presidents elect and secretaries elect training seminar breakout sessions

Welcome to the Presidents-elect andSecretaries-elect Training SeminarBREAKOUT SESSIONS


P.E.T.S. DAY 1

Running Your Club Effectively

LUNCH

Leadership and Motivation

Working With Your District Team

BREAK

Planning for the Long Term

Reporting Requirements



Session 1

Session 1:

Running Your Club Effectively


Learning objectives
Learning Objectives

  • Understand the policies and procedures needed to operate a Rotary club.

  • Understand the club’s administrative requirements.

  • Develop new ideas for weekly club programs.


Amending the recommended rotary club bylaws
Amending the Recommended Rotary Club Bylaws

PRESENT

Example:

63 members in a club

21 members are present

14 or more members need to vote yes to amend the bylaws

no

yes


Meetings to plan
Meetings to Plan

  • Weekly club meetings

  • Club assemblies

  • Board meetings

  • Assistant governor visits

  • District governor’s official visit

  • Leadership development program


Meetings and programs to promote
Meetings and Programs to Promote

  • RI Convention

  • District Conference

  • Rotary Leadership Institute (RLI)

  • Club of the Month (COTM)

  • Local Collaborative Events

  • Visits to other Clubs



Preparation
Preparation

Agenda

Greeter

Members Check-In Table

Name Badges

MakeUp Cards

“Stick on” Badges for Guests

Sign Up Sheets for Guests

(include contact info)

Rotary material for Guests

Flags and banners displayed


The meeting
The Meeting

Meeting Starts on Time ……Ends on time

Invocation – National Anthem - Song – Four Way Test

Follow agenda

Welcome guests

Recognize personal events (birthdays, deaths, etc)

Main Program

Rotary announcements

Recognition of Rotary or professional successes

Thank guests

Thank the speaker

Announce and /or promote next week’s meeting

Have FUN!!!!!




Resources
Resources

Rotary International

FREE Webinars


Learning objectives1
Learning Objectives

  • Understand the policies and procedures needed to operate a Rotary club.

  • Understand the club’s administrative requirements.

  • Develop new ideas for weekly club programs.


End of session 1

End of Session 1:

Thank You

Please complete your evaluations


Session 2 leadership and motivational skills

Session 2:

Leadership and Motivational Skills


Learning Objectives

  • Identify the leadership skills necessary to serve in club leadership positions.

  • Identify the motivational skills necessary to serve in club leadership positions.



Leadership qualities
Leadership Qualities

  • Vision

  • Motivation

  • Organization

  • Communication


Leadership Positions

Professional/Personal

  • Business owner

  • Manager or executive

  • Community leader

  • Skilled professional

Rotary Club

  • President

  • Committee member

  • Board member

  • Secretary



What Motivates Rotarians?

  • Fellowship

  • Local and international service

  • Networking

  • Recognition of their efforts


What prevents volunteering
What Prevents Volunteering?

  • Professional responsibilities

  • Family and personal plans

  • Money

  • Distance or inconvenience

  • Attendance Requirements


Case studies
Case Studies

Using Motivating Factors

Overcoming Competing Interests


Resources1
Resources

Fellow Club Presidents

District GovernorAssistant Governor District Committee Members

District Governor


Resources2
Resources

Your Club Leadership Plan

Rotary International FREE Webinars


Learning Objectives

  • Identify the leadership skills necessary to serve in district positions.

  • Identify the motivational skills necessary to serve in district positions.


End of session 2 thank you

End of Session 2:

Thank You

Please complete your evaluations


Session 3

Session 3:

2012-13

Working with District Leaders

2014-15

2011-12

2013-14


Learning objectives2
Learning Objectives

Understand the role of the district in

supporting the club.


Your district
Your District

  • Provides guidance

  • Connects clubs with similar interests

  • Serves as an information resource

  • Conveys Rotary and Rotary Foundation information to clubs


Your district team
Your District Team

  • District governor

  • Assistant governors

  • District committees (Focus Groups)

  • District trainer

  • District secretary

  • Past district governors


Your district team focus groups
Your District TeamFocus Groups

  • Administration and Training

  • Partnership and Membership

  • Service Projects and RI Emphases

  • New Generations

  • Public Relations and Outreach

  • The Rotary Foundation


Club committees
Club Committees

Club

Admin.

Membership

Public

Relations

Service Projects

The Rotary

Foundation

New

Generations

Supported by Focus Groups

Admin &

Training

Membership

& Partnership

PR &

Outreach

Service &

Emphases

The Rotary

Foundation

New

Generations

VISIT THE RESOURCE TABLES


Your assistant governor
Your Assistant Governor

  • Assists with implementing the Club Leadership Plan

  • Reviews progress toward goals

  • Visits your Club at least Quarterly

  • Encourages the club to follow suggestions from the governor

  • Plans governor’s visit

  • Identifies future leaders


Club of the month
Club of the Month

  • August 2102 – March 2013

  • Submissions by 5th Month

  • Results by 15th Month

  • Winners in Large Club and Small Club

  • Lapel Pins

  • Help from the Focus Groups


Managing relationships
Managing Relationships

  • With your Club Leaders

  • With your District Representative


Learning objectives3
Learning Objectives

Understand the role of the district in

supporting the club.


End of session 3

End of Session 3:

Thank You

Please complete your evaluations


Planning for the long term
Planning for the Long Term

Session 4:

Be a Vibrant Club

Your Club Leadership Plan


Learning objectives4
Learning Objectives

  • Understand the importance of long term planning and its effect on the health of your club

  • Implement the Club Leadership Plan

  • Consider methods for creating and maintaining an effective Strategic Plan for your Club


Purpose of the plan
Purpose of the Plan

Ensures club are regularly evaluating current practices and implementing new ideas to increase their vitality


What s in it for your club
What’s in it for your club?

  • Stresses innovation and flexibility

  • Encourages tailoring best practices to fit club culture

  • Challenges clubs to analyze traditions and experiment with new practices


Develop long range goals
Develop long-range goals

  • Does your club have a strategic plan?

  • What is your club’s vision statement?

  • What are the long-range goals?


Set annual goals
Set annual goals

  • Conduct a community assessment before setting annual goals.

  • Ask committees to propose goals.

  • Involve all members.


Conduct club assemblies
Conduct club assemblies

  • Hold quarterly assemblies to solicit innovative ideas, highlight achievements, and showcase service projects.

  • Ask members for input on club practices, projects, and activities.


Communicate clearly
Communicate Clearly

  • Who communicates with district leaders?

  • How do members provide input?

  • What information can go online?


Ensure leadership continuity
Ensure leadership continuity

  • Be sure current leaders work with immediate past and incoming leaders.

  • Consider providing newer members with mentors.


Amend club bylaws
Amend club bylaws

  • Review club bylaws annually.

  • Determine any needed changes.

  • Allow members to propose new ideas.

  • Test new ideas before amending bylaws.


Develop stronger relationships
Develop stronger relationships

  • Provide fellowship opportunities.

  • Promote networking opportunities.

  • Have fun!


Ensure members are active
Ensure members are active

  • Generate interest and dedication.

  • Build club pride.

  • Attract new members and gain community attention.


Develop a training plan
Develop a training plan

  • Do our club leaders attend district meetings?

  • Is new member orientation provided regularly?

  • Are ongoing educational opportunities available for current members?

  • Is a leadership development program available for all members?


Assign club committees
Assign club committees

  • Recommended

    • Club administration

    • Membership

    • Public relations

    • New Generations

    • Service project

    • The Rotary Foundation

  • Additional committees can be added to support club goals.


Tradition and innovation
Tradition and Innovation

The first four Rotarians

Rotary Peace Fellows


Implementation ideas
Implementation ideas

  • Consider holding a daylong retreat.

  • Incorporate member ideas.

  • Before amending bylaws, test new ideas.

  • Consider other Strategic Plans and how they impact on your Club Plan

  • Recruit the help of District Trainers or other Professionals


What is Be a Vibrant Club?

  • A guide to help clubs create their own club leadership plan

  • A description of 10 best practices

  • A tool that challenges you to energize your club



How to use the guide
How to use the guide

  • Review the best practices.

  • Identify areas for improvement.

  • Brainstorm new ideas.

  • Test new practices.



Resources3
Resources

RLI Leaders

Assistant Governor

Area Trainer

Outside Professional

Your Club Leadership Plan


Learning objectives5
Learning Objectives

  • Understand the importance of long term planning and its effect on the health of your club

  • Implement the Club Leadership Plan

  • Consider methods for creating and maintaining an effective Strategic Plan for your Club


End of Session 4:

Are You Ready to Be a Vibrant Club?

Your Club Leadership Plan

Please complete your evaluations


Reporting requirements

Session 5:

Reporting Requirements

Copies to Your Assistant Governor






P e t s training

End of Day 1

P.E.T.S. TRAINING

Please hand in your Day 1 evaluations


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