1. Social Business Internal Strategy 12/7/12

2. Agenda What’s happening and why we’re here Timeline & Focus Groups/systems/Processes affected: feedback please Identify areas of concern

3. Why We’re Here Rotary culture evolving from command/control to including user-driven content on “our” website Expand Rotarians’ reach Lower barriers to entry for their initiatives  Internal processes need to support the change to enable value for the Rotary family Representatives: RI Programs, Legal, CDS, Social Business Adoption, Business System Analyst

4. Initial focus: Enable January Escalation Use feedback to refine and adjust Ready for additional Social Business initiatives! Long-term Process in place Ultimate strategy defined & partially deployed Ready to receive feedback Able to Test Strategy & Refine Working process to address social business- generated responses Resourcing approach Escalation & Definition January 2013: Grants microsite launch & Club Central/Showcase revision will spur user-generated content Mid-March: Community & Idea Starter early adopter launches May/June 2013: Prep for June/July launches, Build App Store, Full deployment of Internal Strategy Timeline

5. Groups/Processes/Systems Feedback Please Groups Site users Community participants RI SMEs RI personnel Social Business Management Function Rotarian Leaders Early Adopters Project Link participants Clubs with existing friend-clubs E-Clubs Project Contributors for Idea Starter Contact Center (+Laurie McCarthy) RI staff moderators Antoinette Rotary Service? Who support Early Adopters’ efforts Donors Processes Contacting users Reviewing user content Support C&D Leaders Project Link-type keeping projects fresh Keep in touch with project posters Flagging content for various reasons By groups Working through need to change offensive Managing Workgroups led by RI staff Staff Produces Rotarian- directed content for communication Reporting on success of initiatives and process Determine what ought to be prioritized work for RI staff (Learning & Development, CDS, Programs…) Assessing when training material is needed Communicate value Feedback during Early Adoption Promote Rotary Foundation and education on how giving options differ Systems On-line applications (Facebook, Vimeo, Linkedin, etc.) Contact Center Ticket Resolution (Footprints) Netforum to support CDS with a CRM-like functionality Rotary.org New SB Initiatives’ Technology Rotary.org resources (e.g. FAQ, Contact Us) Sharepoint used as an interim Community

6. Identify areas of concern Test-run during Early Adopter phase: support users’ roles and processes Need Contributors to Idea Starter Where they “should go” for help and past relationships (program leaders and languages) Train staff broadly on new processes Make sure they do it RI does not handle app store issues with App functionality People may not use the SB tools Buy-in from leadership/Board/Trustees Demonstrating growth of the available market of donors Availability/use of impact data and engagement data

7. Next Steps Update existing process flows – MP http://teamsites.rotaryintl.org/sites/TeamSites/SocialBusinessInitiatives/Shared%20Document s/Process%20Flows/Business-process_reported-submission%20WIP.vsd http://teamsites.rotaryintl.org/sites/TeamSites/SocialBusinessInitiatives/Shared%20Document s/Process%20Flows/Business-process_reported-submission%20WIP.vsd Study & revise – Team Extract January implementation …