1. Session Agenda Introduction 5 minutes
Role and Responsibilities 25 minutes
Goal Setting 30 minutes
The District Conference 25 minutes
Review 5 minutes
Transparency 1-a

2. Learning Objectives
1. Know and understand the responsibilities of the governor-elect and governor
2. Understand the importance of working with the district leadership team to establish effective district goals
3. Understand district conference guidelines and develop ideas for and improving the district conference program
Transparency 1-b

3. What are your principal responsibilities as governor-elect?
Quick Quiz
What are your principal responsibilities as governor-elect?
Transparency 1-c

4. What are your principal responsibilities as district governor?
Quick Quiz
What are your principal responsibilities as district governor?
Transparency 1-d

5. Measuring Success Membership growth and retention
Financial support of The Rotary Foundation
District conference attendance
Transparency 1-e

6. Characteristics of Effective Goals
Measurable
Achievable
Challenging
Shared
Transparency 1-f

7. Maximizing District Conference Attendance
Determine a time that supports maximum attendance.
Select a geographically central and affordable location.
Offer a balance of plenary sessions and discussion groups.
Provide for spouse participation.
Select interesting and relevant Rotary topics.
Transparency 1-g

8. Session Agenda Introduction 5 minutes
Effective Rotary Clubs 20 minutes
District Organization in
Support of Effective Clubs 40 minutes
Delegation 20 minutes
Review 5 minutes
Transparency 2-a

9. Learning Objectives
1. Understand the principles of effective delegation and the relationship between the governor and district leadership team.
2. Establish a process to delineate responsibility in the district and monitor performance of those responsible.
3. Understand the role of the district and the district governor in supporting effective clubs.
Transparency 2-b

10. Key Elements of an Effective Club
Sustain and/ or grow their membership base
Implement successful projects that address needs of
the club’s community
communities in other countries
Transparency 2-c

11. Key Elements of an Effective Club
Support The Rotary Foundation
program participation
financial contributions
Develop leaders capable of serving beyond the club level
Transparency 2-d

12. Districts Defined
Is a geographical territory in which Rotary clubs are associated for RI administrative purposes
Exists solely to help the individual Rotary club
1998 Manual of Procedure, p. 23
Transparency 2-e

13. How can the District Leadership Plan Help governors?
Transparency 2-f

14. Delegation
“The man who insist upon all the power and authority flowing through his own two hands, limits the accomplishment of his concern to the size of his own hands.”
Paul Harris
Transparency 2gf

15. District Committees Address functional needs within the district
Complement the work of the governor and assistant governors
Pursue clearly defined tasks and responsibilities
Transparency 2-h

16. Session Agenda Introduction 10 minutes Membership Growth 35 minutes
Public Image and Membership 15 minutes
Sustaining Membership 25 minutes
Review minutes
Transparency 3-a

17. Learning Objectives
1. Reinforce the role of membership as it relates to all aspects of club effectiveness.
2. Understand the importance of sustaining and growing membership.
3. Effectively work with district and club leaders to develop a strategy for membership growth.
4. Identify resources available to support membership growth at the club level.
5. Understand how public image influences the clubs’ ability to attract and retain members.
Transparency 3-b

18. Elements of an Effective Rotary Club
Sustain and/ or grow its membership base
Implement successful service projects that address needs of
the club’s community
communities in other countries
Support The Rotary Foundation
program participation
financial contributions
Develop leaders capable of serving beyond the club level
Transparency 3-c

19. Membership Growth Retention of current members
Recruitment of new members
Extension of membership into new clubs
Transparency 3-d

20. District Membership Development Committee
Plan and conduct a district membership development seminar
Identify and implement membership development strategies
Coordinate district-wide membership development activities
Encourage clubs to develop and implement membership recruitment plans.
Work with district and club leaders to ensure the achievement of district membership goals
Transparency 3-e

21. Key Elements of Effective Orientation
Benefits of Membership
Responsibilities of Membership
Opportunities for Service
Transparency 3-f

22. Session Agenda Introduction 10 minutes The District Trainer 15 minutes
District Team Training
(beginning )
Assistant Governor Training
(for ) 20 minutes
Presidents-elect Training
Seminar 20 minutes
District Assembly 20 minutes
Review 5 minutes
Transparency 4-a

23. Learning Objectives
1. Identify the steps necessary to plan and implement effective training seminars for assistant governors, club presidents and district leaders.
2. Describe the purpose and objectives of district team training, PETS, and the district assembly.
Transparency 4-b

24. Effective Leaders Motivate Rotarians to act
Maintain and increase the number of dedicated Rotarians
Ensure that Rotary remains relevant to its members
Provide direction and guidance
Lead by example
Transparency 4-c

25. Leadership Development Meetings
1. GETS
2. International Assembly
3. District team training
4. Presidents-elect training seminar
5. District assembly
6. District Rotary Foundation seminar
Transparency 4-d

26. Session Agenda Introduction 5 minutes
The Mission of the The Rotary Foundation 10 minutes
Humanitarian Programs 30 minutes
Polio Plus 10 minutes
Educational Programs 30 minutes
Review 5 minutes
Transparency 5-a

27. Learning Objectives
1. Understand the programs of The Rotary Foundation as tools for clubs and districts
2. Identify common requirements of all Foundation Humanitarian Programs
3. Explain the four essential elements of Educational Programs
Transparency 5-b

28. Tool Box The Rotary Foundation 3-H Grant PolioPlus Partners
Matching
Grant
Helping Grant
3-H Grant
Discovery
Grant
Transparency 5-c

29. Humanitarian Programs
3-H Grants
3-H Planning Grants
Matching Grants
Helping Grants
Discovery Grants
New Opportunities Grants
Grants for Rotary Volunteers
Rotary Peace Programs
Humanitarian Transportation Grants
Community Assistance Program
Disaster Relief (DDF)
Transparency 5-d

30. Humanitarian Program Common Requirements
Internationality/Partnership
Rotarian Involvement
Financial Stewardship
Transparency 5-e

31. Progress Toward Polio Eradication, 1985-1999
350,000 cases
6,000* cases
Polio Eradication
Transparency 5-f

32. PolioPlus Partners: 3 Critical Needs
Social Mobilization for NIDs
Resources to track transmission of poliovirus
Polio medical officer and epidemiologist assistance
Transparency 5-g

33. Educational Programs of The Rotary Foundation
Rotary Grants for University Teachers Teachers
Ambassadorial Scholarships Students
Group Study Exchange Professionals years of age
Transparency 5-h

34. Essential Elements Selection Orientation Hosting Alumni Relations
Transparency 5-i

35. Rotary Centers for International Studies
Duke University & University of North Carolina at Chapel Hill, USA
International Christian University, Mitaka, Tokyo, Japan
Sciences Po, Paris, France
Universidad del Salvador, Buenos Aires, Argentina
University of Bradford, West Yorkshire, England
University of California-Berkeley, USA
University of Queensland, Brisbane, Queensland, Australia
Transparency 5-j

36. Session Agenda 2 Needs, 2 Ways of Giving 10 minutes
The SHARE System 30 minutes
Recent Trends in Financial Support of The Rotary Foundation 15 minutes
Fund Development Goal Setting 30 minutes
Review 5 minutes
Transparency 6-a

37. Learning Objectives
1. Explain the difference between the Annual Programs Fund, Permanent Fund, and Restricted (or designated) Giving.
2. Understand the SHARE System.
3. Identify the importance of setting Fund Development goals for the district.
4. Determine calculation of per capita giving used by The Rotary Foundation.
5. Understand the need to set a challenging yet realistic goal.
Transparency 6-b

38. Two Needs . . . Two Ways of Giving
For support today
To secure tomorrow
Transparency 6-c

39. How Foundation Programs are Funded - DDF
Matching Grants
3-H Grants (Sponsor Portion)
Helping Grants
New Opportunities Grants
Discovery Grants
Grants for Rotary Volunteers
PolioPlus Partners
Disaster Relief
Community Assistance Program
Grants for University Teachers
Rotary Centers for International Studies
Extra GSE
Ambassadorial Scholars
Transparency 6-d

40. How Foundation Programs are Funded - World Fund
Matching Grants
Helping Grants (50%)
3-H Grants
Group Study Exchange (GSE)
Rotary Peace Programs
Grants for Rotary Volunteers
Transparency 6-d

41. Foundation Funding Cycle
Donate
Designate
Select
Spend
Transparency 6-d

42. Spend DDF on Humanitarian Programs
Designate Programs
(01-02 contribution year)
Select Scholars
(00-01 contribution year)
Your responsibilities
as governor
Spend DDF on Humanitarian Programs
(99-00 contribution year)
Transparency 6-e

43. Goal Setting Scenarios
When you set your Annual Programs Fund Goal, will the goal you set be
a. lower b. the same as c. higher
than the goal of your predecessor?
Transparency 6-f

44. Humanitarian Programs
Funds Contributed
- Annual Programs Fund
- Permanent Fund
Funds Spent
Educational Programs
The Rotary Foundation
Puzzle
SHARE
60% DDF
40% World Fund
Funds Spent
Humanitarian Programs
Transparency 6-h

45. Session Agenda Introduction 5 minutes Your Secretariat 30 minutes
Resources available through the Secretariat 20 minutes
Review 5 minutes
Transparency 7-a

46. Learning Objectives
1. Identify the mission and functions of the Secretariat.
2. Understand how you and your Club and District Administration representatives interact.
3. Identify the resources available through the Secretariat.
Transparency 7-b

47. The Secretariat — RI Around the World
Brazil Service Center São Paulo, Brazil
Europe/Africa Service Center Zurich, Switzerland
Japan Service Center Tokyo, Japan
Korea Service Center Seoul, Korea
South Asia Service Center Delhi, India
Southern South America S. C. Buenos Aires, Argentina
Southwest Pacific S. C. Parramatta, Australia
World Headquarters Evanston, Illinois, USA
Transparency 7-c

48. Rotary Resources Staff members Publications & Videos
Manual of Procedure
Catalog
Official Directory
Rotary Code of Policies
The ROTARIAN or regional Rotary magazine
Transparency 7-d

49. Session Agenda Introduction 5 minutes
The International Assembly 20 minutes
Foundation Educational Programs Opportunities 15 minutes
Review 5 minutes
Transparency 8-a

50. Learning Objective
To understand the nature of expected participation for governors-elect and spouses at the International Assembly
Transparency 8-b

51. The International Assembly Provides...
Rotary education
motivation and inspiration
instruction in administrative duties
an opportunity to discuss Rotary’s activities for the succeeding year
Transparency 8-c