1. ROTARY CLUB CENTRAL Club and District Support, The Americas
(Introduction: presenter welcomes everyone, introduces him/herself, etc…)
[click]
Club and District Support, The Americas
Julie Aubry

2. Introduction to Rotary Club Central Entering Goals Resources Questions
Learning Objectives:
Introduction to Rotary Club Central
Entering Goals
Resources
Questions
Our learning objectives for this session are:
(Presenter clicks through and verbalizes the learning objectives)
Getting to know Rotary’s Leadership, the staff and the way we can support you in achieving our overall objectives
Exploring the new website and the main online resources and tools
The Semi-annual report and the recent changes approved by the Board at its January 2014 meeting.
Understand the importance of Rotary’s New Visual Identity

3. Centralizes information
ROTARY CLUB CENTRAL
Centralizes information
Supports continuity in leadership
Is available to every Rotarian
Showcases the important work that Rotary clubs do worldwide
Rotary Club Central is the online tool that enables clubs to enter their goals and track their progress. For example, how many new members does your club want to attract, how many project are you planning for your year, are you thinking of sponsoring a new Rotaract club? These are example of goals that you will now report online.
WHY IS ROTARY CLUB CENTRAL SUCH AN ESSENTIAL RESOURCE FOR YOUR CLUB?
[click] It centralizes information.
[click] It encourages continuity in leadership.
[click] It is available to every Rotarian, and
[click] It showcases the important work that Rotary clubs do worldwide.
Let’s now review the features one by one, explaining what they mean and illustrating them.
[click]
Let’s start with how it centralizes information. Rotary Club Central provides access to data that was previously available from several reports.

4. MY ROTARY - HOW TO REGISTER?
The Rotary website is another source of support for you.
For those of you that attended GETS Online some of the following will be a review for you.
Our website has been updated and is newly released. We have rotary.org, a public site, pictured here. This site tells our Rotary story to external audiences in a fresh, streamlined way, encouraging people to get to know Rotary and all of the good work we do worldwide.
You access this site by going to [click]
AUG 2013

5. MY ROTARY - HOW TO REGISTER?
To create your personal My Rotary account, click on [click] SIGN IN/REGISTER and then on CREATE ACCOUNT. [click]

6. MY ROTARY - HOW TO REGISTER?
Enter your first and last name, address and provide an answer to the age-security question. You will receive an automatic activation , allowing you to finalize the registration process. [click]

7. ROTARY CLUB CENTRAL
Once you enter Rotary Club Central, you will always begin at the Your Club tab [click].
You can see that in addition to Your Club, there are tabs for Service and Foundation Giving [click].
For Your Club, we start with the Trends section [click] which shows your club’s membership retention over the last five years.

8. ROTARY CLUB CENTRAL
Once you enter Rotary Club Central, you will always begin at the Your Club tab [click].
You can see that in addition to Your Club, there are tabs for Service and Foundation Giving [click].
For Your Club, we start with the Trends section [click] which shows your club’s membership retention over the last five years.

9. Membership Trends ROTARY CLUB CENTRAL
Start and End Dates (5 year trends)
Gender (3 year trends)
Age Trends (3 year trends)
If you scroll further down the page, you will see more membership trends,
[click] starting with the membership start and end dates over the past 5 years
[click] as well as gender
[click] and age trends over the last 3 years.
While these aren’t goals, seeing the trends can help your club strive for a more balanced membership. [click]

10. Your Club ROTARY CLUB CENTRAL Membership Retention Rotarian Engagement
Club Communications
Public Relations
Further down the page, in the section “Goal and Progress”, you can set your main goals in the four following categories:
[click] Membership Retention
[click] Rotarian Engagement
[click] Club Communication
[click] und Public Relations
[click]

11. ROTARY CLUB CENTRAL
Moving on to the Service tab, you’re presented with a trend graph displaying a breakdown of the impact achieved from your club’s service projects and activities over the last three years. The four impact measures are number of volunteers, total volunteer hours, cash donations, and in-kind donations. [click]

12. Service ROTARY CLUB CENTRAL Service Projects and Activities
New Generations Clubs
New Generations Participants
Scrolling down, there are three main goals here, which are;
[click] Service Projects and Activities (which can be imported from or shared with Rotary Showcase)
[click] New Generations Clubs (which includes sponsoring Rotaract and Interact clubs),
[click] and New Generations Participants (which covers Youth Exchange and RYLA).
[click]

13. ROTARY CLUB CENTRAL
And lastly, on the Foundation Giving tab, this trend graph shows your club’s Annual Fund goals and giving over the last 5 years.
[click]

14. Foundation ROTARY CLUB CENTRAL Annual Fund Polio Plus
Major Gifts and Endowment Fund
Below the Annual Fund trends are the three main goals for Foundation giving:
[click] The Annual Fund is broken out by Paul Harris Society, Sustaining Members, EREY, and other contributions.
[click] Then we have PolioPlus.
[click] And last we have Major Gifts and Endowment Fund, which includes Major Gifts, Bequest Society, and Benefactors.
[click]

15. ROTARY CLUB CENTRAL
Each tab [click] has a link to resources on the left hand navigation bar. [click] This will give you access to publications, web pages, and even videos that can assist you in setting goals for your club. [click]

16. ROTARY CLUB CENTRAL
On the left side beneath Resources, we have Reports. [click]
From here, you can view and download reports that are related to each of the three tabs [click].

17. ROTARY CLUB CENTRAL
As a club officer, most of your experience will be in the Club View, however, there are higher level views which can provide you with goal and progress summaries at the district and global level. Seeing the global view can give you a broader perspective of things like the number of projects clubs are doing around the world, or the total number of Rotarians. [click]

18. Introduction to Rotary Club Central Entering Goals Resources Questions
Learning Objectives:
Introduction to Rotary Club Central
Entering Goals
Resources
Questions
Our learning objectives for this session are:
(Presenter clicks through and verbalizes the learning objectives)
Getting to know Rotary’s Leadership, the staff and the way we can support you in achieving our overall objectives
Exploring the new website and the main online resources and tools
The Semi-annual report and the recent changes approved by the Board at its January 2014 meeting.
Understand the importance of Rotary’s New Visual Identity

19. 791 USD
791 USD
In this example we’ll be entering a goal for Annual Fund, on the Foundation Giving tab. Anyone who can edit goals in that particular year will see an “EDIT” button.
(CLICK)
Everyone else will see “VIEW” which allows them to see the goals in more detail, but not add or change goals and achievements. So, let’s click “EDIT”

20. From the edit page, you have instructions to help you fill out the supporting goals. For even more information you can click the question mark next to Annual Fund.
So, for this goal you will have to estimate a number of individual donors and then the average contribution amount for each goal level. As you fill in these sub-totals, you will see them automatically added to reflect your club’s total Annual Fund goal.
(CLICK)
Underneath each sub-goal is the club’s achievement towards that goal. You’ll notice this achievement information is automatically populated from Rotary International’s database and does not need to be entered by the user. This is updated daily.

21. Numeric Monetary (USD) Percentage % Yes / No
For the second example we use the Club Communication goal, found on the Your Club tab.
Some of these goals will require a value of YES or NO (such as “Our club has a strategic plan”), while others require a specific number goal (such as “the number of club assemblies conducted per year”)
(CLICK)
Unlike the previous example, these types of goals have self-reported achievements. Since RI does not collect this information, it is up to the officers to report their club’s achievement at the end of the Rotary year (or they may choose to update achievements periodically throughout the year).
Most of the goals in Rotary Club Central are entered in one of four ways. (CLICK) -There are numeric goals (for example, number of new members retained)
-Monetary goals (these are always in USD)
-Percentage goals (some goals provide the option of entering a percentage or numeric value)
-and Yes or No goals

22. Who can enter goals? CLUB LEVEL President Secretary Treasurer
ROTARY CLUB CENTRAL
Who can enter goals?
CLUB LEVEL
President Secretary
Treasurer
Foundation Chair Membership Chair Executive Secretary
Officers elect
DISTRICT LEVEL
District Governor
*Assistant Governors Committee Chairs
Executive Secretary
So, now that we’ve covered the basics, let’s talk about entering goals.
EVERYONE IN YOUR CLUB CAN VIEW GOALS, BUT WHO SPECIFICALLY CAN ENTER AND EDIT GOALS?
[click]
At the club level, your current president, secretary, treasurer, Foundation chair, membership chair, and executive secretary can all enter goals for the year they are in office, provided that they have been reported to Rotary International. You as an officer-elect can already record your goals for Ideally, club officers will enter their club’s goals during their elect year. [click]
You might be interested to know that at the district level, your district governor, committee chairs, and district executive secretary can view and edit the goals for all clubs in the district for their year. Your assistant governor may view all goals but only edit the goals for the clubs he or she is responsible for. This is so that they can assist you with reporting your goals if needed. When goals are set on behalf of your club, an automated is generated and sent to the current club president listing the goal change and who made the change.

23. Introduction to Rotary Club Central Entering Goals Resources Questions
Learning Objectives:
Introduction to Rotary Club Central
Entering Goals
Resources
Questions
Our learning objectives for this session are:
(Presenter clicks through and verbalizes the learning objectives)
Getting to know Rotary’s Leadership, the staff and the way we can support you in achieving our overall objectives
Exploring the new website and the main online resources and tools
The Semi-annual report and the recent changes approved by the Board at its January 2014 meeting.
Understand the importance of Rotary’s New Visual Identity

24. ROTARY CLUB CENTRAL RESOURCES

27. CLUB & DISTRICT SUPPORT (CDS)
Your Club and District Support Team
James ‘Jim’ Damato, Jr.
Julie Aubry

28. CLUB & DISTRICT SUPPORT (CDS)
Training
Administrative procedures
Board policy and constitutional documents
As your information resources, we support you by providing:
[click] Training, such as here at PETS.
[click] We also provide assistance with administrative procedures like chartering new clubs.
[click] We offer guidance on Board policies and all of Rotary’s constitutional documents.
And, we provide support on Rotary’s online resources and tools available on Rotary.org, which we’ll talk about in a minute.
[click]

29. Introduction to Rotary Club Central Entering Goals Resources Questions
Learning Objectives:
Introduction to Rotary Club Central
Entering Goals
Resources
Questions
Our learning objectives for this session are:
(Presenter clicks through and verbalizes the learning objectives)
Getting to know Rotary’s Leadership, the staff and the way we can support you in achieving our overall objectives
Exploring the new website and the main online resources and tools
The Semi-annual report and the recent changes approved by the Board at its January 2014 meeting.
Understand the importance of Rotary’s New Visual Identity

30. Questions? (Answer any questions possible)
For more specific details about each goal and achievement, please refer to the Club Reference Guide. The District Reference Guide provides further information about the district-level features we’ve covered. These are both available in the Learn module at the MyRotary website.
Any additional questions can be directed to the Contact Center or your Club and District Support Representative.
Thank you. 30