1 Pre-President-Elect Training Seminar Feb 28; Mar 2; & Mar 6, 2013

2 WELCOME TOM GREENE DISTRICT GOVERNOR-ELECT ROTARY CLUB OF NORTH-SHELBY INVERNESS

3 PE WEBINAR Key Points - November 2012 webinar –Identify leadership –Assign committee –Establish calendar of events –Learn about Rotary Club Central 3

44 RI THEME Engage Rotary Change Lives

5 President-Elect Role PLAN YOUR WORK Prepare for PETS –Read President’s Manual and do homework assignments –Complete your membership, foundation goals and club planning guide –Log into DaCdb and RI Member Access Review strategic plan for implementation Set your annual goals using strategic plan 5

6 President-Elect Role cont’d Work with club and district leaders- AG,DGE Provide continuity on leadership and service projects Provide training for you/your club members PETS,DA,COMMITTEES,BOARD Complete your preparations before July 6

7 President’s Role WORK YOUR PLAN Implement/continually evaluate goals Ensure committees have defined goals Preside at all club meetings Motivate members to reach goals –Praise and Reward 7

8 President’s Role cont’d Work with club/district leaders Provide continuity of leadership Listen to all-ensure needs are met Provide Training Follow RI youth protection policies 8

9 Effective Clubs Can Sustain or Increase Membership Implement Successful Service projects Support the Rotary foundation Develop Leaders Beyond Club Level 9

10 Club Leadership Plan Develop long range goals Set annual goals to support the plan Keep members informed and engaged Communicate with members, Club leadership and District leaders Ensure continuity in leadership/projects Update bylaws 10

11 Club Leadership Plan cont’d Provide opportunities for fellowship Ensure everyone is engaged in club projects/functions Have a training plan

12 Engage your Club Leaders Involve club leaders & members –Strategic Planning – Long Range –Goal Setting – Annual and Long Range –Review/ Update Club By-Laws –Monthly board meetings –Club Assemblies to report progress

13 Club Administration Constitution and By-Laws Paying Dues on Time for RI and District Election of Officers Reporting Attendance and Membership changes, monthly 13

14 District Assistant Governor Coordinator Gary Andrew will cover the next part of the briefings 14

15 Documents To Prepare prior to and during PETS Review District and Club Strategic Plans Review current Presidents Planning Guide Complete Planning Guide for Effective Rotary Clubs – Appendix 2 – Presidents Manual Membership Goal Report – Page 2 of Planning Guide Club Foundation Goal Report – Page 4 of Planning Guide Membership and Foundation Goals must be entered on line at Rotary Club Central (RCC) Provide copies of Planning Guide to DG & AG by May 1, 2013

16 This and other references are available at Quick Menu -New District Events

17 District Trainer Pat Cross will cover the next part of the briefings. District and Club Interface Annual district goals Membership Committee Service Projects Rotary Foundation 17

18 District Interface KNOW YOUR AG Communicate with Club Presidents Liasion between DG and Clubs Gateway to District Assistance Support Club needs

Annual District Goals LEADERSHIP (Planning Guide, pages 20-21) –ONE member per club participate in RLI –Graduate one class from RLI –Every club to develop/maintain a strategic plan –Establish a personal development plan for future district leaders –Update district leadership plan to be consistent with RI bylaws and current operating practices ADMINISTRATION (Planning Guide, pages 22-23) –Revise district policies to match district leadership plan –Issue directory by 1 July and utilize electronic directory simultaneously –Issue monthly newsletter –Develop and use dashboard of progress indicators

District Goals continued PARTICIPATION (Planning Guide, page 18) –Utilize AGs to conduct District Assembly- Increase attendance to 40 clubs –Achieve an attendance of 400 at the District Conference –Improve the timeliness of updates in DaCdb to support club leadership assignments, district leadership assignments and events, rotary6860.org…DaCdb –Grow membership by 100 people –Grow Rotary Foundation giving –Establish the use of social media as an external means of daily district communications

21 MEMBERSHIP COMMITTEE Increase district membership by 100 –Planning Guide page (membership) Membership Committee Recruit - Retain members Programs Fellowship Secretary Gary Andrew current update

22 Service Projects Service Projects, Planning Guide –pages Service Projects Committee Needs Assessment Balanced Program of Service Implement and Evaluate Use Public Relations Committee to promote projects

23 Rotary Foundation Increase Foundation giving –Planning Guide pages (Rotary Foundation) Conduct inspirational meetings to help Rotarians understand the Foundation’s benefits Engage Rotarians to contribute Increase EREY participation (Every Rotarian Every Year) Encourage participation in RF grants 23

24 MSPETS Information WHEN - March 22 through 24, 2013 WHERE – Sheraton Music City Hotel Nashville, TN REGISTER – rotary6860.org-DaCdb HOTEL – Register NOW…space is Limited

25 What to Bring to PETS Club Presidents Manual Completed Club Presidents Planning Guide including Membership and Foundation Goals Club Strategic Plan Individual Club Membership Survey Results 25

26 What to do Now Meet with your board or leadership team –Plan your year without delay –Prioritize your work –Develop a timeline Log into and explore DaCdb & RI Member Access Membership, Foundation goals Planning Guide 26

Questions????? Thank you for attending! DGE Tom Greene (205) Pat Cross (256) Gary Andrew (256)