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

Running Your Club Effectively

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

Amending the Recommended Rotary Club Bylaws yes no PRESENT Example: 63 members in a club 21 members are present 14 or more members need to vote yes to amend the bylaws

Meetings to Plan Weekly club meetings Club assemblies Board meetings Assistant governor visits District governor’s official visit Leadership development program

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

Your Weekly Meetings

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

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 week’s meeting Have FUN!!!!!

Other Ideas?

Resource

Resources Rotary International FREE Webinars

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

Thank You Please complete your evaluations

Session 2: Leadership and Motivational Skills

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

Leadership

Leadership Qualities Vision Motivation Organization Communication

Rotary Club President Committee member Board member Secretary Professional/Personal Business owner Manager or executive Community leader Skilled professional Leadership Positions

Motivation

Fellowship Local and international service Networking Recognition of their efforts What Motivates Rotarians?

What Prevents Volunteering? Professional responsibilities Family and personal plans Money Distance or inconvenience Attendance Requirements

Case Studies Using Motivating Factors Overcoming Competing Interests

Resources Fellow Club Presidents District Governor Assistant Governor District Committee Members District Governor

Resources Your Club Leadership Plan Rotary International FREE Webinars

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

End of Session 2: Thank You Please complete your evaluations

Working with District Leaders

Learning Objectives Understand the role of the district in supporting the club.

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

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

Your District Team Focus Groups Administration and Training Partnership and Membership Service Projects and RI Emphases New Generations Public Relations and Outreach The Rotary Foundation

Admin & Training Membership & Partnership PR & Outreach Service & Emphases The Rotary Foundation Club Committees Club Admin. Membership Public Relations Service Projects The Rotary Foundation New Generations New Generations Supported by Focus Groups VISIT THE RESOURCE TABLES

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 governor’s visit Identifies future leaders

Club of the Month August 2102 – March 2013 Submissions by 5 th Month Results by 15 th Month Winners in Large Club and Small Club Lapel Pins Help from the Focus Groups

Managing Relationships With your Club Leaders With your District Representative

Learning Objectives Understand the role of the district in supporting the club.

Thank You Please complete your evaluations

Planning for the Long Term Be a Vibrant Club Your Club Leadership Plan Session 4:

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

Purpose of the Plan Ensures club are regularly evaluating current practices and implementing new ideas to increase their vitality

What’s 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

Develop long-range goals Does your club have a strategic plan? What is your club’s vision statement? What are the long- range goals?

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

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.

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

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

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

Develop stronger relationships Provide fellowship opportunities. Promote networking opportunities. Have fun!

Ensure members are active Generate interest and dedication. Build club pride. Attract new members and gain community attention.

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?

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.

Tradition and Innovation The first four Rotarians Rotary Peace Fellows

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

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 What is Be a Vibrant Club?

Features

How to use the guide Review the best practices. Identify areas for improvement. Brainstorm new ideas. Test new practices.

How Far Ahead?

Resources Your Club Leadership Plan RLI Leaders Assistant Governor Area Trainer Outside Professional

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

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

Reporting Requirements Session 5: Copies to Your Assistant Governor

Member Access

Admin Reporting Requirements To RI (via Member Access) To the districtTo 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

Reporting Achievements ReportZone 34District 7020 Club of the Month5 th Each Month DG AwardApril 15, 2013 Presidential CitationMarch 31, 2013 Zone 34 PR AwardMarch 15, 2013

Other Reporting ReportDistrict 7020 Club Builder Award15 th October, 2012 RI Vocational Service Leadership Award15 th December, 2012 Membership Development Initiatives - MDI15 th April, 2013 RI Membership Development and Extension Award - MDEA 1 st May, 2013 Recognition of Smaller Club Membership Growth1 st May, 2013 Family and Community Service AwardOngoing Avenues of Service Citation Ongoing

P.E.T.S. TRAINING End of Day 1 Please hand in your Day 1 evaluations