Managing Membership leads Haris Sofradzija Regional Membership Officer, RI Zones 30/31 Webinar 22 May 2017

MEMBERSHIP LEADS – what’s the value? Prospective Members Relocating/ Rejoining Members Referred Members

MEMBERHSIP LEADS – submitting leads www.rotary.org/join

MEMBERHSIP LEADS – submitting leads Name* E-mail* and phone Profession* Employer name Age range* Gender Preferred meeting location* Preferred meeting day and time How they heard about Rotary Additional comments *=required field

MEMBERSHIP LEADS - OPPORTUNITIES 16,000+ Membership Leads (since 1 July 2016) New Opportunities in Membership Candidates: 34% are 30-39 years old 24% are 20-29 years old 31% are female Averaging 4 conversions (lead to member) per day

MEMBERSHIP LEADS – MISSED OPPORTUNITIES Dismissed Candidates: 6% no longer interested in the Club 54% no longer interested in Rotary

MEMBERSHIP LEADS – district access Who has access at the district level? Receives email notifications on new leads -District Governor -Executive Secretary -Membership Chair -Assistant Governors Access to manage leads -All Current District Officers (including Assistant Governors) Access to view leads -District Officers-Elect -Immediate Past District Officers

MEMBERSHIP LEADS – receiving leads

MEMBERSHIP LEADS – MANAGE (District) 1234 Lin-Manuel Miranda Julie Andrews Taye Diggs Kimiko Glenn

Membership leads – Manage (district) Julie Andrews Julie New York, NY, United States 1234567 Andrews Thursday Morning Julie.Andrews@broadway.nyc.com I would like to participate in volunteer programs and be a part of a reputable organization such as Rotary. I would also like to connect with others in the community who have similar interests. 123-456-7890 United States Actress/Singer Broadway 50-59 Female

MEMBERSHIP LEADS – manage (district)

Membership leads – District best practices Get to know your lead Visit multiple clubs Good district communication No lead left behind

Membership leads – communication with clubs What if a club doesn’t respond? Offer training for clubs Discontinue sending leads to unresponsive clubs Look into alternative opportunities Clubs that meet online Starting a new club

Membership leads – district call to action Next Steps… Establish leads management process within your district Review current leads and update status Offer training to clubs on Membership Leads

MEMBERSHIP LEADS – CLUB access Who has access at the club level? Receives email notifications on new leads -President -Secretary -Membership Chair -Executive Secretary -Assistant Governor (only the AG responsible for club) Access to manage leads -All Current Club Officers Access to view leads -Club Officers-Elect -Immediate Past Club Officers

MEMBERSHIP LEADS – CLUB access

Membership leads – manage (club) Lin-Manuel Miranda Julie Andrews Taye Diggs

MEMBERSHIP LEADS – manage (club)

MEMBERSHIP LEADS – manage (club) Julie Andrews Julie New York, NY, United States 1234567 Morning Andrews Julie.Andrews@broadway.nyc.com

Membership leads – club call to action Next Steps… Appoint club membership chair Establish leads management process within your club Review current leads and update status Talk to your club members about Membership Leads

MEMBERSHIP LEADS - REPORTS 1234

MEMBERSHIP LEADS - REPORTS Julie Andrews (1234567) Actress/Singer Broadway Julie.Andrews@broadway.nyc.com Morning New York, New York, USA Morning

MEMBERSHIP Leads - RESOURCES 1/30/2018 MEMBERSHIP Leads - RESOURCES Connect to Membership Leads How to Manage Membership Leads For Clubs For Districts Managing Membership Leads for District Leaders webinar at https://vimeo.com/channels/rotarymembership

Email: haris.sofradzija@rotary.org QUESTIONS? QUESTIONS? Email: haris.sofradzija@rotary.org Phone: 1.847.866.3105