Welcome to the Lone Star PETS (Presidents-elect Training Seminar)

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1 Welcome to the Lone Star PETS (Presidents-elect Training Seminar) March 23-25, 2012 DFW Hyatt Regency Dallas, Texas

2 Rotary International President Sakuji Tanaka Rotary Club of Yashio Saitami, Japan

3 Rotary Global Peace Forum Berlin Germany Nov 30 Dec 2, 2012 Honolulu, Hawaii Jan 25 Jan 27, 2013 Hiroshima, Japan May 17 May 19, 2013 Presidents-elect Training Seminar D5879

4 Team Goal No. 1 Increase involvement and participation of District Rotarians in: All New Generations Programs Emphasis EarlyAct/EarlyAct FirstKnight Vocational Training and Scholarships

5 Team Goal No. 2 Increase involvement and participation of District Rotarians in: The Rotary Foundation Programs through training and education Financial Support of the Rotary Foundation

6 Team Goal No. 3 Increase involvement and participation of District Rotarians in: Membership Growth Retention Training & Education

7 Team Goal No. 4 Increase involvement and participation of District Rotarians in: Rotary Events with improved communications, education and clarification of events

8 Primary Resources for Club Officers and Committees

9 Club Leaders/Club Committee Training (District Assembly) April 28, 2012 (8:30 am 1:30 pm) Central Texas College Killeen Fee $25.00 (Includes Lunch) Club Participants ( ) President-elect, President Nominee, Secretary, Treasurer All Committee Chairs Other Interested Rotarians (Open to All) Register Now

10 The Rotary Club President Leader Leads by Example Has Good Communications Skills

11 Rotary Club President Leading by Example Rotary Foundation Support Membership Service Projects /Fundraiser Attendance Events

12 Rotary Club President Communications Skills Verbal Communications Non-Verbal Communications Written Communications

13 Eight Steps of Leadership Delegation..The multiplier Authority..Empowerment Responsibility..A learned trait Accountability..Moment of Truth Discipline..An expectation Recognition..The Reward Support. The Foundation Training...Morale Builder Presidents-elect Training Seminar D5970

14 Role and Responsibilities of Club President Club President s Manual Pages 3-14; President-elect Training Seminar D5870

15 Role and Responsibilities of Club President Club President s Manual Pages 3-14; Preside. Appoint Supervise Define/Disseminate Implement Promote Inspire Meetings Committees Budgets Goals Training Events Service Board Meetings Leaders Transition Information Strategic Plan Conferences Rotarians President-elect Training Seminar D5870

16 An Effective, Vibrant Rotary Club Club Leadership Plan

17 Club Leadership Plan (Administrative Framework for a Vibrant Club)

18 Club Leadership Plan (Administrative Framework for a Vibrant Club)

19 Typical Leadership Organization of Business

20 Standing Committees President-elect Training Seminar D5870

21 The Club Leadership Plan The Five Avenues of Service

22 Standing Committees and the FIVE Avenues of Service

23 Committees and Subcommittees

24 Components of Club Leadership Plan 1. Long Range Plan 1. Goals/Planning Guide 1. Club Assemblies 1. Effective Communications 6. Bylaws Review/Revise 7. Fellowship 8. Participation 9.Training 1. Continuity of Leadership Club President Manual - page 7 Presidents-elect Training Seminar D 5870

25 Benefits of Club Leadership Plan Continuity Consensus Achieve goals Stronger club leaders Involvement Attract & Retain Members

26 Implementation Timeframe December 1, 2011 June 30, Board agrees to implement CLP 2. Elections December 3. Update Bylaws 4. Club Assembly 5. Board Review Plan & Committee Structure 6. July 1, 2012 Implement Plan

27 Club Administration Club President s Manual Pages 31-55

28 Club Governing Documents Standard Club Constitution Rotary Club Bylaws Manual of Procedure Club Budgets

29 Club Constitution Manual of Procedure Page 242 Club President s Manual Appendix J Page 128 Adopted by the Rotary Club Provides Guiding Principals Provides Policies and Directives Excellent Reference for all Rotarians Include Overview in New Member Orientation

30 Club Bylaws Manual of Procedure Page 258 Club President s Manual Appendix K Page 134 Specific Details for Club Operations Meeting Time & Place Dues and Fee Committee Structure Order of Business Annual Elections Procedures Board of Directors/Officers Duties Resolutions

= 2/3 of Quorum Example: 63 members in a club 21 members are

31 Amending the Rotary Club Bylaws Ten (10) Days Notification to Membership no PRESENT yes Quorum = 1/3 of Membership Pass = 2/3 of Quorum Example: 63 members in a club 21 members are present 14 or more members need to vote yes to amend the bylaws

32 Club Budgets Operational Budget Dues Training Membership Supplies, etc. yes Service Projects Budget Fundraiser Donations DDF (DSG Funds)

33 Club Reporting Requirements To RI (via Member Access) SAR Changes in membership Changes in officers or meeting information Information for the Official Directory To the district Club goals using the Planning Guide for Effective Rotary Clubs Club goals using the TRF Fund Development Goal Report Form Monthly attendance figures To TRF Use of Rotary Foundation funds

34 Member Access

35 Breakout Session Implementing Club Leadership Plan (10 Minutes) President s Manual Worksheet #3 - page 14 Handout Committee Assignments Strategic Plan Worksheet (10 Minutes) President s Manual Strategic Planning Worksheet page- 117 Handout District 5870 Strategic Plan Planning Guide for Effective Club (15 Minutes) President s Manual Appendix I page 120

36 Session: 2 Working with Your Club and District Leaders Club President s Manual Pages 15-24

37 District Leadership Team District Governor Assistant Governors District Committees District Trainer District Secretary Past District Governors (advisers)

38 Your Assistant Governor Assists with the Club Leadership Plan Reviews Club progress Encourages the Club Plans Governor s visit Identifies future leaders

39 Meetings

40 Meetings to Plan Weekly club meetings Club assemblies Board meetings Community Peace Forum Assistant governor visits District governor s official visit

41 Governor s Official Visit To Assist To Listen To Be involved To Motivate To Learn To Enjoy

42 Leading Your Club Lead by example!! Live the Four Way Test Have Fun!!

43 The Rotary Foundation The Mission of the The Rotary Foundation of Rotary International is to enable Rotarians to advance world understanding, goodwill and peace through the improvement of health, the support of educations and the alleviation of poverty.

Reasons to Support The Rotary Foundation Fighting Hunger Economic and community development Reducing Child Mortality Disease prevention

44 Reasons to Support The Rotary Foundation Fighting Hunger Economic and community development Reducing Child Mortality Disease prevention and treatment Water and sanitation Maternal and child health Promoting Peace and Conflict Resolution Education and Literacy Eradicating Polio

Ambassadorial Scholar 2012-2013 Rachel Cancini Hometown Arlington, TX Baylor University Bachelor Degree Business Admin Exchange

45 Ambassadorial Scholar Rachel Cancini Hometown Arlington, TX Baylor University Bachelor Degree Business Admin Exchange Student 2006, France Sponsor Rotary Club of Waco Ambassadorial Scholar University of Kent, Brussels School of International Studies

Ambassadorial Scholar 2012-2013 Rhonda Nembhard Ambassadorial Scholar Universitat of Barcelona - Spain Hometown Dallas, TX University of Texas at Austin

46 Ambassadorial Scholar Rhonda Nembhard Ambassadorial Scholar Universitat of Barcelona - Spain Hometown Dallas, TX University of Texas at Austin Masters of Science in Nursing Bachelor of Arts Antropology Member Texas Public Health Assoc. Frontier Airlines Flight Attendant Sponsor Rotary of Austin

District 5870 GSE Teams 2012-2013 District 3860

2012 Team Member Interview September 29, 2012 29, 20

47 District 5870 GSE Teams District 3860 Cebu, Philippines Team Leader Interviews August 25, 2012 Team Member Interview September 29, , 20 Outbound Feb 10 Mar 11, 2013 Inbound Team May 3 Jun 4, 2013

48 The Rotary Foundation Grants District Assistance Program (DAP) Grants DDF Available $25,000 Major Matching Grants DDF Available $63,300 District Designated Funds (DDF) Allocation % of Club s APF Support

49 District Assistance Program (DAP) Grants Deadlines for DAP Grants April 28, 2012: Commitment Form Due Aug. 31, 2012: Grant Application Mar. 15, 2013: Project Completed Jun. 15, 2013: Final Report Due

50 Major Matching Grants Deadlines for Major Matching Grants April 28, 2012: Commitment Form Due Jul Mar : Grant Application to TRF Final Report Due 2 Weeks After Completion

51 District Grants Support Resources Grants Subcommittee Chair: Brenda Osbon DAP Grant Specialist: Major Grants Specialist: Roblyn Thorne Mavi Chapa

52 Action Required NOW TRF Grants Participation Commitment Form Signed and Submitted to DRFC Ken Adams NLT Apr. 28 th Club TRF Chair Attend Club Leader/Committee Training (District Assembly) Apr. 28 th

53 The Rotary Foundation

54 Annual Programs Fund (APF) Provides Support for Today The Rotary Foundation s Checking Account Unrestricted Giving District Designated Funds (DDF) SHARE Program Paul Harris Fellowship Credit

55 Annual Programs Fund (APF) Provides Funding for Group Study Exchange Ambassadorial Scholarships World Peace Scholarships District Simplified Grants Humanitarian Matching Grants

56 Annual Programs Fund District Designated Funds (DDF) Available from Contributions District Simplified Grants $25,000 Ambassadorial Scholarships $54,000 GSE Team (D3860 Philippines) $ 5,000 GSE Team Orientation $ 500 Humanitarian Matching Grants $63,300 Total Allocation $147,800

57 PolioPlus (Restricted Fund) All Contributions Restricted to Polio Eradication Efforts Paul Harris Fellowship Credit

58 Permanent Fund (PF) Provides Support for Tomorrow The Future of The Rotary Foundation Endowment Provides Funding in Perpetuity Benefactor Program Bequest Society Estate Planning

59 How Club President Can Help Appoint a Rotary Foundation Chair Set attainable, challenging APF goal Set Goal to become an Every Rotarian Every Year Club Lead by example Be First Sustaining Member of the year Become Permanent Fund Benefactor Spearhead PolioPlus Fundraiser

60 Make it Easy to Contribute TRF-Direct Credit Card Contribution Regular Contributions Billed to Dues Only $2.00 Per Week

61 Magic of Matching Funds Doubles Contribution to Annual Programs fund or PolioPlus Assist Rotarians to Achieve PHF Level or Major Donor Incentivize Members to Give Greater Accumulated Club Recognition Matching Funds Generated by Gifts Fundraisers Club Treasury

62 Breakout Session The Rotary Foundation Annual Goals Setting Clubs Goals: (20 minutes) President s Manual Worksheet #17, Page Handout Fund Development Club Goal Report Form Handout - Club Specific APF Analysis Spreadsheet Establish Goal for Annual Program Fund New Major Gift Donors New Benefactors New Bequest Society Members Forms Will Be Collected By AG s At End of Session

63 Session 4: Membership President s-elect Training Seminar D5870

64 District 5870 Five Year Membership Trend

65 District 5870 Clubs July March 2012 No. of Clubs in District Members No. of Clubs with Growth 30 45% No. of Clubs Static 15 23% No. of Clubs with Loss 21 32% Total Growth in District 60 2%

66 Recruitment WHAT WORKS? Qualifying? Diversity? Publicity? Your Rotary Story?

67 Retention WHAT WORKS? Orientation? Mentoring? Involvement? Fellowship? Your Rotary Story?

68 Resources Presidents-elect Training Seminar

69 Membership Breakout Session (15 Minutes) Strategies for Recruitment & Retention Worksheet 11/12 President s Manual Page Setting Clubs Goals: Handout Club Membership Goals Sheet Handout Clubs Five Year Membership History Net Membership Increase No. New Clubs Sponsored Goal Forms Will Be Collected By AG s At End of Session

70 Thank You For Attending Lone Star PETS (Presidents-elect Training Seminar) March 23-25, 2012 DFW Hyatt Regency Dallas, Texas

The Rotary Foundation of Rotary International

The Rotary Foundation of Rotary International Mission Statement The mission of The Rotary Foundation is to enable Rotarians to advance world understanding, goodwill, and peace through the improvement of