“Sharing Your Passion for Serra!”

1. “Sharing Your Passion for Serra!” 2010 Membership Recruiting Workshop

2. Preparation Of Materials • Handouts (1 per estimated number of participants) • 3 Wall posters with diocesan seminarian photos • 3 World Map of Serra Club locations (print slide #8 on letter-sized paper) • 3 USA Map of Serra Club locations (print slide #9 on letter-sized paper) • Membership Applications (1 per estimated number of participants) • Handful of your club newsletters (1 for every second seat) • 1 stack of bright colored 3” X 5” recipe sized cards • 1 Serra Membership baton (write SERRA MEMBERSHIP BATON in 1” letter on top of sheet of Membership Application. Roll & scotch tape the sheet into a baton, so your writing is visible). • 1 small bell • Insert your name, club name, city, and state on slide #2 of the power point

3. To enhance the learning environment in the room & maximize your participants learning process, please place the following items ON THE WALLS: 3 Seminarian posters (1 on front wall, 1 on left wall, 1 on right wall) 3 World Maps of Serra Clubs (1 on front wall, 1 on left wall, 1 on right wall) 3 USA Maps of Serra Clubs (1 on front wall, 1 on left wall, 1 on right wall) On the tables or on the chairs, place the following items for each participant: Power point handout of this workshop (3 slides per page with horizontal line to the right of each slide for note-taking) 1 Bright colored 3”X5” recipe card 1 Diocesan flyer with photos of current seminarians (usually a tri-fold on letter or legal paper) 1 club newsletter on every other seat Room Set-Up

4. Recruitment Workshop Key Words & Phrases • BACKGROUND: • Those slides that need extra emphasis beyond the words on the slide are listed below each slide. • Instructions are in italics. Words to consider using are in normal type. • We would recommend that you read through the entire KEY WORDS 2–3 times with a hard copy of the Membership Recruitment power point handout laid beside the script. You will quickly see the flow of the presentation. Highlight those phrases that YOU want to emphasize or might have difficulty remembering. Make minor word changes to the power point presentation to customize the Workshop to your local area & conditions. • Practice your Workshop Presentation with a computer projector 2-3 times before going “live.” Do not memorize these key phrases…simply use your own words based the passion level you have for the Serra Mission. • For best results, have 2 presenters. One presenter reads the slides. The second presenter delivers the message of these key words. • Workshop is designed to be flexible from 20 to 35 minutes in length for a club program! If time is limited deliver only Part A, Individual Approach (end at slide #27). You can deliver Part B, Team Approach at a later club program.

5. Today’s Workshop Presenters • Name Club Name City, State

6. Workshop Objectives • Emphasize… “Membership growth is EVERY Serran’s responsibility” • Practice using new recruiting tools • Increase value of belonging to Serra International and USA Council (USAC) • Leave energized to recruit members

7. Workshop Format • PART “A”: Individual Approach • PART “B”: Club (Team) Approach

8. Recruitment Workshop • PART “A”: Individual Approach starts here

9. Meet Your Fellow Serrans • “HELLO” to person on your left & right! • Take 30 seconds • Share your name & city • Share TOTAL number of priests ordained from your parish • Share TOTAL number of consecrated sisters & brothers from your parish

10. Membership Importance • Serra is world-wide vocations arm of our Church • Serra maps: World & USA • Each club = 1 red dot in our worldwide network • **Black “X” = clubs that closed • Closed clubs lost focus on Serra Mission • Members dropped membership baton

11. Serra Clubs World 2009

12. Serra Clubs USA 2009

13. Re-igniting your Serra “passion” • Stop hiding passion under a bushel basket • Does your “Serra passion” attract people? • Is your invitation sincere & inviting? • Can you verbalize a passionate - concise -accurate description of Serra to a stranger? • (In 15 – 30 seconds?)

14. Pointed Questions • At some point, someone you don’t know will ask you these questions… • “So…what IS a Serra club?” • “Why are YOU a Serra member?” • “Why should I devote my time to Serra?” • Are you ready to answer these questions?

15. Your personal answers • Answer their question, “What is Serra?” in 30 seconds or less … or you’ve lost that prospect! • You MUST be able to deliver a clear, concise, passionate, ready-to-use answer • So…what is your answer?

16. Preparing Your Answers • First, ask yourself, “When did I have a ‘mountaintop moment’ as a Serran?” • At ordination • During a seminary visit • During group prayer for vocations • At a priest affirmation event • So…which moments will you share?

17. Practicing Your Message • Pick up your 3” x 5” card • Write down 3 passionate reasons why YOU belong to Serra (mountaintop moments) • Passionately share your reasons with a Serran sitting next to you (1 minute/person)

18. Create Personal Prospect List • Close your eyes & visualize people at Sunday Mass • (write 2 names on top half of card) • Visualize people at Weekday Mass • (write 2 names on bottom half of card) • Add names of passionate Lecturers & EME’s in your parish (listen to the Spirit)

19. Targeting Steps • Store 3 x 5 card in your wallet or purse • Pray, then acquire pastor’s approval of people you want to ask to join Serra • After approval, approach each prospect • Carry Membership flyers in vehicle • Share flyer after Sunday or Daily Mass • Invite them to coffee after Mass

20. Sharing Our Serra Ministry • Share Serra ministry actions passionately over coffee: • List of affirmation activities for our priests (Priest photos in diocesan directory and photos from your club newsletter) • List of seminarian prayer/support activities (Show Seminarian photo flyer) • Show other Serra Club (Ministry) members

21. Practice Sharing Role-Plays • 3-person role-play groups • A = Serran • B = a prospective Serran • C = the Judge • “A” has 3 minutes to passionately share the Serra Mission with “B” and ask “B” to consider joining Serra. (“C” observes “A” effectiveness.)

22. Practice Sharing Role-plays • After 3 minutes, ring the bell & announce: • “Will person C (the judge) please provide feedback to Person “A” on their effectiveness?” • “Share actions done well & actions to improve”

23. Practice Sharing Role-plays • 3-person groups - change roles of each person, and repeat the practice process • A = The Judge • B = The Serran • C = The Prospective Serran • “B” has 3 minutes to passionately share the Serra Mission with “C” and ask “C” to consider joining Serra. (“A” observes “B” effectiveness.)

24. Practice Sharing Role-plays • Wait 3 minutes, ring the bell & announce: • “Will Person A (the judge) please provide feedback to Person “B” on their effectiveness?” • “Share actions done well & actions to improve”

25. Individual Approach OTHER LOGICAL STEPS: • Invite your prospect to Serra meeting • Invite your prospect to Serra function (golf outing, seminarian picnic, priest appreciation dinner, etc.) • Know your invitee’s background info (parish, spouse, children, occupation, parish involvement, etc.) • Introduce prospect to MANY Serrans • Current Serrans encourage prospect to join

26. Individual Approach FINAL STEPS: • YOU complete the Membership application • YOU have prospect verify correct info on app • YOU forward completed app to VP Mmbrshp • YOU bring new member to club meetings • YOU introduce new member to MANY Serrans • YOU plug him/her into activities or projects

27. Individual Approach • Final questions on the individual approach? SUMMARY • YOU are ready EVERY day to recruit • Your first 3 prospects are on the 3”x5” card in your wallet / purse • Acquire pastor’s approval, then approach your prospective Serran!!!

28. Recruitment Workshop • PART “B”: Club (Team) Approach starts here

29. Recruiting, Team Model • Establish Serra Membership Team • Team Leader is VP Membership • Assistant Team Leader (New Member) • 8 to12 Serrans on the Membership Team • Determine campaign to use & define dates • All members provide prospect names • Membership Team talks to prospects

30. Serra Club Organization

31. Recruiting, Team Model • Success is built by members working together in a series of actions • 12-Step Membership Campaign A. Membership Manual; 7 events over 4 months B. Members suggest prospect names C. VP & Team call prospects & invite to one of several meetings D. Orientation Meeting is a key component

32. Recruiting, Team Model • Success is built by members working together in a series of actions • 4-Step Membership Campaign A. Membership Manual; 2 events over 1 month B. Members suggest prospect names C. VP & Team call prospects & invite to orientation meeting D. No pressure to join at meeting E. VP & Team use phone follow-up to acquire yes

33. Recruiting, Team Model • Success is built by members working together in a series of actions • 2 Today for Serra A. Membership Manual; 1event over 1 month B. Members complete prospect cards C. VP Team calls & invites prospects to Guest Meeting D. Someone brings guest to Guest Meeting

34. Recruiting, Team Model • Success is built by members working together in a series of actions • One Parish Recruitment Plan A. Requires a Serra-supportive pastor B. Pastor is pro-active & mails the invitations C. VP Membership Team makes phone calls D. Intro meeting is followed by a dinner meeting E. The “close” is at the end of the dinner meeting

35. Targeting Your Prospects • TARGET ACTIVE CATHOLICS!!! • SPOUSE / SONS / DAUGHTERS / BROTHERS / SISTERS • FAMILY of PRIESTS & RELIGIOUS • DIOCESAN OFFICIALS / PUBLIC OFFICIALS • FELLOW PARISHIONERS / CHOIR MEMBERS / LECTORS • EUCHARISTIC MINISTERS • PVC MEMBERS (Parish Vocation Committee) • *** DAILY MASS ATTENDEES & HOLY HOUR PRAY-ERS*** • CATHOLIC SCHOOL PRINCIPLES & TEACHERS • PERMANENT DEACONS / USHERS / CCD / RCIA • CHURCH MOMS / KC’s / COUNCIL CATHOLIC WOMEN • PROFESSIONAL GROUPS / CUSTOMERS / VENDORS ***** DO NOT BE AFRAID TO ASK! *****

36. Targeting Your Prospects • TARGET ACTIVE CATHOLICS!!! • Send invitation letter to prospects from: • Bishop • Pastor • Chaplain • Club President • Include a return-addressed stamped postcard to allow room for options: • ___ “I’ll be at the next meeting” • ___ “I’ll attend the following meeting” • ___ “No, I can’t come”

37. Targeting Your Prospects • TARGET ACTIVE CATHOLICS!!! • Personal call to each candidate who returns a postcard • Remind them of the meeting time • Answer questions • Share your personal excitement for Serra! • If NO return post card, energetically follow-up by phone • Was your return card lost in the mail? • Answer questions with personal excitement for Serra • Invite them to meeting

38. Targeting Your Prospects • TARGET ACTIVE CATHOLICS!!! • Prepare for a GREAT Information Meeting! • Ensure your VP’s practice their presentation • Have many membership applications ready • Ensure 1 Serran is “magnetized” to each prospect

39. TARGET ACTIVE CATHOLICS!!! MEETING AGENDA: What Welcome & Opening Prayer Introductions: Serrans & Guests Serra: background Vocation Programs of the Club Affirmation of Clergy Programs Parish Vocations Committees Programs for the next 3 – 6 months Communications & PR activities Spiritual Growth for Members Final Q & A + Distribute Application Closing Prayer May be conducted during: Regular Club Meeting Club Social Hour ~ Special Evening Meeting WhoTime Club President – Chaplain 2 Vice President Membership 2 Self 3 Club President 5 Vice President Vocations 5 Vice President Communication 5 Chaplain 5 All – Vice President Membership 10 Chaplain 2 Serra Team Recruiting Agenda

40. Team Approach Final Q & A • Team Approach takes time, energy, dedication & coordination of many people…and can be quite successful • Your questions?

41. Improving Our Workshop • Your feedback is extremely important to help us continually improve this workshop. • Please: 3 minutes to complete written evaluation • Hand your completed evaluation to a greeter as you leave. Thank you!

42. Written Evaluation Membership Recruitment Workshop Evaluation Region __ Regional Convention City: ______________, 2010 This evaluation is very important in assessing the success of this workshop. It is also a means to determine the needs of those working on membership and helps define future direction of other membership workshops. Please rate each item on a scale of 1 to 5 (circle your rating): 1= Poor 2= Adequate 3= Average 4= Above Average 5= Excellent • Were the stated workshop objectives met? 1 2 3 4 5 • How well did the workshop meet your expectations? 1 2 3 4 5 • Did you learn any specific ideas on how to recruit new members? 1 2 3 4 5 • Were the speakers knowledgeable about their topics? 1 2 3 4 5 • Will you recruit in your home area with tools you learned here today? 1 2 3 4 5 • Did today’s workshop add value to your membership in SI/USA Council? 1 2 3 4 5 • Can you explain how important recruitment is to your club’s longevity? 1 2 3 4 5

43. Written Evaluation • Developing personal membership tools (3X5 card exercise) was: 1 2 3 4 5 • The Small Group practice recruiting role play was helpful to me: 1 2 3 4 5 • I understand that there are 3 types of Team Recruiting plans: 1 2 3 4 5 • I rate my club’s formal plan to recruit members (if it has a plan): 1 2 3 4 5 • My overall evaluation of this workshop is: 1 2 3 4 5 • COMMENTS/SUGGESTIONS (We want to improve on this workshop and need your ideas): __________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________ • In summary, the 3 things I liked best were: • ___________________________________________________________________ • ___________________________________________________________________ • ___________________________________________________________________