1. Membership Development Retention 2008 - 2009 Rotary International District 5450 District Assembly June 7, 2008

2. Organizational Structure Membership Development Club Extension Membership Growth Membership Retention

3. FINDING MEMBERS Qualifications Adult of good character Proprietor, partner, officer, mgr. Discretionary position in business or profession Retired from above (Article V, Section 2, Rotary Constitution) Community Leaders (new) THE MEMBERSHIP PROCESS BRINGING MEMBERS IN Initial Contact Personal Phone Mail Club Visit Form Cost Introduction Follow-up Record Information District Brochure Club Brochure This is Rotary Potential Projects Approvals Submit Proposal (to Membership Chair) Board Approval Inform Club Members (10 days for comments) Pre-Induction Benefits Responsibilities Cost Opportunities Further Information Prospect Information Induction Formal Ceremony Invite Family New Member Packet KEEPING MEMBERS Get Them Involved Red Badge Program Assign a Mentor New Member Forums Committee Assignment New Project Participation Act as Greeters Attend Fireside Chats Creating Awareness Advertising Public Relations Brochures REMEMBER: The key to retention is an active club with: good meetings, great programs, and lots of activities, in which all members are involved! In all of the above it is critical to get buy in from the club on goals and to identify who is responsible for each activity. Resigning Members Conduct Exit Interviews Offer to forward contact information and dates of membership to another club HMH Rev. 8/25/04 Where to Look Classification Survey Friends / Family Members Business Contacts New / Existing Businesses Places of Worship Former  Interactors  Rotaractors  GSE team members  RYLA awardees  Youth Exchange participants  Ambassadorial Scholars RI Leads Induction

4. Keeping Members Three main reasons for Retention Problems –Improper Orientation –Lack of Meaningful Induction Ceremony –Lack of Early Involvement Club Cliques and Politics

5. Keeping Members Proper Orientation about Rotary –Fireside Chat – prior to induction What is a Rotarian – Rotary as a whole Responsibilities and benefits of Membership –Service organization not a networking opportunity Financial commitment –Dues, Foundation contributions, Time Commitment Printed resources and websites for reference –Review Committees and Projects – encourage sign up Encourage questions – Flush out any concerns

6. Keeping Members Induction Ceremony: –The Beginning of Retention!!!!! –Make it special – formal and consistent – feel good –Invite Spouse/family –Involve Sponsor, President, Committee Representative –Have Red Badge ready with New Member Packet (Certificate w/calligraphy, 4 way test, Object of Rotary, Pin, Rotary Basics) –Prepare them to offer a few comments about themselves (family, occupation, interests, why they joined)

7. Keeping Members Get Them Involved: –Committee welcome letter with mentor introduction, requirements and Red to Blue Badge checklist –Assign a mentor and a committee based on new member’s interests –New member Co-Chair –Create a New Member Project Committee Develop/Introduce new club projects which appeal to younger members –Assign Greeter Duty

8. Keeping Members Get Them Involved: –Vocational presentations to the Club within 3 weeks –Circulate among new members – Table Introductions –Have Great Programs – Designate Program Chair – Appealing to newer/younger members –Social Events – Personal Invitation by Club President Potlucks, Picnics, Holiday Parties, Mini-Dinners, After Hours Parties –Monitor Attendance at all Club Events and: Follow-up, Follow-Up, Follow-up, Follow-up

9. Keeping Members Promoting Retention & Club Vitality: –Continue to make welcome & ease into Club Diffuse Cliques and Buffer Politics –New Member Night Mixer(1 or 2 per year) All Club Members invite potential New Member Review Club Programs and contribution to Community –Business Card Exchange –Conduct annual Satisfaction Survey –Encourage (all) and new members to bring a prospect/guest

10. Keeping Members Get Them Involved Red Badge Program Assign a Mentor New Member Forums Committee Assignment New Project Participation Act as Greeters Attend Fireside Chats Resigning Members Conduct Exit Interviews Offer to forward contact information and dates of membership to another club REMEMBER: The key to retention is an active club with: good meetings, great programs, and lots of activities in which all members are involved!

11. Keeping Members Staying Relevant – 4 Targets –Retires – age 65+ - 17% of Population –Baby Boomers – age 64 – 44 - 43% Population –Generation X – age 43 – 29 – 16% Population –Generation Y – age 28 – 13 – 24% Population

12. Questions & Comments Thanks for Coming & Sharing !