Welcome to the Presidents-elect and Secretaries-elect Training Seminar BREAKOUT SESSIONS

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Welcome to the Presidents-elect
andSecretaries-elect Training SeminarBREAKOUT
SESSIONS
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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
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Introductions
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Session 1

• Running Your Club Effectively

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Learning Objectives

1. Understand the policies and procedures needed to
   operate a Rotary club.
2. Understand the clubs administrative
   requirements.
3. Develop new ideas for weekly club programs.

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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
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Meetings to Plan

• Weekly club meetings
• Club assemblies
• Board meetings
• Assistant governor visits
• District governors official visit
• Leadership development program

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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

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Your Weekly Meetings
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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
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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 weeks
meeting Have FUN!!!!!
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Other Ideas?
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Resource
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Resources
Rotary International FREE Webinars
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Learning Objectives

1. Understand the policies and procedures needed to
   operate a Rotary club.
2. Understand the clubs administrative
   requirements.
3. Develop new ideas for weekly club programs.

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End of Session 1

• Thank You

Please complete your evaluations
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• Session 2
• Leadership and Motivational Skills

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Learning Objectives

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

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• Leadership

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Leadership Qualities

• Vision
• Motivation
• Organization
• Communication

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Leadership Positions

• Professional/Personal
• Business owner
• Manager or executive
• Community leader
• Skilled professional

• Rotary Club
• President
• Committee member
• Board member
• Secretary

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• Motivation

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What Motivates Rotarians?

• Fellowship
• Local and international service
• Networking
• Recognition of their efforts

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What Prevents Volunteering?

• Professional responsibilities
• Family and personal plans
• Money
• Distance or inconvenience
• Attendance Requirements

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Case Studies

• Using Motivating Factors
• Overcoming Competing Interests

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Resources

• Fellow Club Presidents
• District GovernorAssistant Governor District
  Committee Members
• District Governor

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Resources
Your Club Leadership Plan
Rotary International FREE Webinars
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Learning Objectives

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

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• End of Session 2
• Thank You

Please complete your evaluations
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Session 3

• Working with District Leaders

2012-13
2014-15
2011-12
2013-14
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Learning Objectives

• Understand the role of the district in
• supporting the club.

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Your District

• Provides guidance
• Connects clubs with similar interests
• Serves as an information resource
• Conveys Rotary and Rotary Foundation information
  to clubs

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Your District Team

• District governor
• Assistant governors
• District committees (Focus Groups)
• District trainer
• District secretary
• Past district governors

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Your District TeamFocus Groups

• Administration and Training
• Partnership and Membership
• Service Projects and RI Emphases
• New Generations
• Public Relations and Outreach
• The Rotary Foundation

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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
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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 governors visit
• Identifies future leaders

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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

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Managing Relationships

• With your Club Leaders
• With your District Representative

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Learning Objectives

• Understand the role of the district in
• supporting the club.

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End of Session 3

• Thank You

Please complete your evaluations
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Planning for the Long Term
Session 4
Be a Vibrant Club
Your Club Leadership Plan
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Learning Objectives

1. Understand the importance of long term planning
   and its effect on the health of your club
2. Implement the Club Leadership Plan
3. Consider methods for creating and maintaining an
   effective Strategic Plan for your Club

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Purpose of the Plan

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

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Whats 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

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Develop long-range goals

• Does your club have a strategic plan?
• What is your clubs vision statement?
• What are the long-range goals?

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Set annual goals

• Conduct a community assessment before setting
  annual goals.
• Ask committees to propose goals.
• Involve all members.

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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.

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Communicate Clearly

• Who communicates with district leaders?
• How do members provide input?
• What information can go online?

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Ensure leadership continuity

• Be sure current leaders work with immediate past
  and incoming leaders.
• Consider providing newer members with mentors.

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Amend club bylaws

• Review club bylaws annually.
• Determine any needed changes.
• Allow members to propose new ideas.
• Test new ideas before amending bylaws.

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Develop stronger relationships

• Provide fellowship opportunities.
• Promote networking opportunities.
• Have fun!

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Ensure members are active

• Generate interest and dedication.
• Build club pride.
• Attract new members and gain community attention.

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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?

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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.

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Tradition and Innovation
The first four Rotarians
Rotary Peace Fellows
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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

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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

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Features
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How to use the guide

• Review the best practices.
• Identify areas for improvement.
• Brainstorm new ideas.
• Test new practices.

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How Far Ahead?
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Resources
RLI Leaders Assistant Governor Area
Trainer Outside Professional
Your Club Leadership Plan
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Learning Objectives

1. Understand the importance of long term planning
   and its effect on the health of your club
2. Implement the Club Leadership Plan
3. Consider methods for creating and maintaining an
   effective Strategic Plan for your Club

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End of Session 4
Are You Ready to Be a Vibrant Club?
Your Club Leadership Plan
Please complete your evaluations
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Session 5

• Reporting Requirements

Copies to Your Assistant Governor
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Member Access
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Admin Reporting Requirements
To RI (via Member Access) To the district To TRF
SAR Club goals using the Planning Guide for Effective Rotary Clubs Use of Rotary Foundation funds
Changes in membership Club goals using the TRF Fund Development Goal Report Form
Changes in officers or meeting information Membership Goal Form
Information for the Official Directory Monthly attendance figures
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Reporting Achievements
Report Zone 34 District 7020
Club of the Month 5th Each Month
DG Award April 15, 2013
Presidential Citation March 31, 2013
Zone 34 PR Award March 15, 2013
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Other Reporting
Report District 7020
Club Builder Award 15th October, 2012
RI Vocational Service Leadership Award 15th December, 2012
Membership Development Initiatives - MDI 15th April, 2013
RI Membership Development and Extension Award - MDEA 1st May, 2013
Recognition of Smaller Club Membership Growth 1st May, 2013
Family and Community Service Award Ongoing
Avenues of Service Citation Ongoing
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• P.E.T.S. TRAINING

End of Day 1
Please hand in your Day 1 evaluations