Club Management President-Elect Training Seminar Janice A. Wilkins 2011 District 7570 PETS | 1

Club Management from the President’s perspective boils down to this: Motivation 2011 District 7570 PETS | 2

Whoever we are and wherever we live, each of us yearns for the same peace and contentment and for the same fulfillment in our daily lives…. Kalyan Banerjee President, RI, District 7570 PETS | 3

Before talking globally about peace we need first to start with ourselves and then work outward…. Kalyan Banerjee President, RI, District 7570 PETS | 4

We cannot work to build peace in the world without first building it in our own homes…. Kalyan Banerjee President, RI, District 7570 PETS | 5

I believe that if you strengthen yourself, you strengthen those who share your life and your home…. Kalyan Banerjee President, RI, District 7570 PETS | 6

In the year ahead, we will have three emphases in our Rotary service: to strengthen our family, to continue what we do best, and to change whatever needs to be changed. Kalyan Banerjee President, RI, District 7570 PETS | 7

Definition of an Effective Rotary Club Sustains or increases it membership base Implements successful service projects in the the community AND in communities in other countries  Supports The Rotary Foundation, both financially and through program participation  Develops leaders capable of serving Rotary beyond the club level 2011 District 7570 PETS | 8

Qualifications of an Effective President Must be a member in good standing Must attend PETS while serving as President-Elect Additionally, the President should have: –Ability to assume the leadership of the club and possess the esteem and the confidence of the members –Sufficient time and effort to lead the club –Experience in the club –Have attended one or more district conferences –A working knowledge of the club’s constitution and bylaws 2011 District 7570 PETS | 9

Duties of the President  Ensure each meeting is well planned, is opened and adjourned on time  Preside at regular meetings of the board of directors  Appoint Club committee chairs  Ensure that each committee has defined objectives and guidance 2011 District 7570 PETS | 10

Duties of the President (cont.)  Attend the district conference  Cooperate with the DG in all club and district matters  Supervise the preparation and accounting of a club budget  Ensure that the club maintains a comprehensive training program 2011 District 7570 PETS | 11

Duties of the President (cont.)  Ensure DG monthly newsletter is disseminated to club members  Submit a comprehensive financial closeout report to the club in June, defining the extend to which the club achieved its objectives and goals for the year  Work cooperatively with the President-Elect Arrange a joint meeting of the incoming and outgoing club boards to ensure a seamless transition and continuity District 7570 PETS | 12

Organization of the Rotary Club  Club Leadership Team  President  Past President  President-Elect  President Nominee (Vice President)  Directors (number to be determined in Club Bylaws)  Secretary  Treasurer  Sergeant-at-Arms 2011 District 7570 PETS | 13

Organization of the Rotary Club (cont.)  Standing Club committees  Club Administration Chair  Club Public Image Chair  Club Membership Chair  Club Foundation Chair  Club Service Projects Chair Ad Hoc Club committees as needed 2011 District 7570 PETS | 14

Clubs Must…  Pay per capita dues to RI  Pay RI and District dues without outside financial assistance  Meet regularly  Implement service projects  Plan for Governor’s visit & club assembly  Maintain liability insurance  Promote district conference 2011 District 7570 PETS | 15

Meetings Should…  Be well organized, motivating and educational  Be punctual  Be free of distraction  Offer planned programs announced in advance  Provide Rotary Education  Provide opportunity for awards and recognition  Offer fellowship 2011 District 7570 PETS | 16

Club Incorporation  Dependent on local circumstances – seek expert help  Advisable to protect unusual, repetitive activity  Consider incorporation of activity, not club  Protects club members  Protects specific activity 2011 District 7570 PETS | 17

Club Liability Insurance  Liability insurance mandatory in USA clubs. Provided through RI  Provides coverage for claims:  Arising out of bodily injury / property injury to a 3 rd party  Made against club officers resulting from their activities and management  Does not provide coverage for bodily injury/property injury to 1 st party insured (Rotarians or volunteers)  Additional insurance requirements dependent on local circumstances – seek expert help 2011 District 7570 PETS | 18

To be a Good President  Motivate  Delegate  Set achievable yet challenging goals  Maintain working knowledge of all policies and procedures  Lead by example  Include everyone  Know all club members  Have FUN 2011 District 7570 PETS | 19

References  Club Officer’s Kit  2010 Manual of Procedure  Rotary Foundation Code of Policies January 2011  US Rotary Club and District Liability Insurance Program o Username: Rotarian Password: Resources#1 o ation/insurance/Pages/ridefault.aspx ation/insurance/Pages/ridefault.aspx 2011 District 7570 PETS | 20