rd 5340 membership seminar july 26, 2014

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Rethinking Membership – The New Focus Over 38 Rotary District 5340 clubs attended with their club Membership and Public Relations Teams and had an insightful morning highlighting new tactics and techniques to improve their membership goals. This seminar and attendee discussion was be facilitated by experts from the Rotary Zone 25/26 Membership Team. Some of the topics covered included: Club Attraction Relevancy Retention Public Image & Relations Community Engagement Best Practices Rotary District 5340 Membership Seminar July 26, 2014 at 08:00 AM – 12:30 PM / Crowne Plaza Resort Hotel

TRANSCRIPT

The New Focus

D-5340 Membership SeminarJuly 26, 2014

Rev 7-21-2014

Presenters

Larry SundramPublic Image Coordnator

Laura DayIGNITE Chair

The Challenge

We have a membership challenge

And membership is everyone’s job

3,100

3,200

3,300

3,400

3,500

3,600

3,700 3,682

3,661

3,621

3,550

3,469

3,364

3,196

3,314

3,213

3,273

District 5340 Membership June 2005 thru May 31 2014

down 11% - 409 fewer Rotarians

UP

same

down

-

-708+ 299

51 of 71

clubs

downsized

15 clubs shrank between 2% and 15%

10 clubs shrank between 15% and 30%

22 clubs shrank more than 30%

and 4 of our clubs folded

North America

Hold the Presses!

New Information… that can help!

siegel + gale

siegel + gale Survey

Two key questions:

1.Why did you JOIN Rotary?

2.What is the main reason you STAYwith Rotary?

Why Join?

Impact my community 35.5%

Friends 30.0%

Networking 18.7%

Recognition 4.3%

Training 3.3%

Impact globally 8.2%

Why Stay?

Impact my community 35.5% 36.1%

Friends 30.0% 38.4%

Networking 18.7% 5.2%

Recognition 4.3% 2.3%

Training 3.3% 3.5%

Impact globally 8.2% 14.5%

Key Points

1. Local2. Friends3. Vocation4. Leaders

Fromsiegel + gale

Learning Objectives

What we can do…

Right Now!

Ponder This

Who Are Our Customers

Members

What Our Customers Want

1. Local Impact2. Friends and Contacts3. Vocation - Value Me & My Work4. Leaders to Work With

Ready

But First…Is our Club Actually READYfor New Members?

The Questions

Is our Club…

Attractive…Relevant…Engaging?

Attractive & Relevant Indicators

• Good Website, Facebook

• Members feel Involved & Committed

• Get to meet & know local Leaders

• Members & Guests Feel Welcome

• Strong Camaraderie (and Fun)

• Respects Members’ Work

• Club is active... Is “doing” things.

And more...

Survey Exercise

Survey Our Club

Survey Results

NOto any question?

AttractionHow Do

We Attract New

Members?

Appeal to

Them

Three Steps to Attraction

1. The Ask

Ask Exercise

Meet Mary Smith

Initial Attraction – The “Ask”

It’s a leadership organization… we’re made up of local business, professional and civic leaders.

We meet regularly, get to know each other, form friendships, & through that, we’re able to get things done in this community.

Initial Attraction – The “Ask”

It’s a leadership organization… we’re made up of local business, professional and civic leaders.

We meet regularly, get to know each other, form friendships, & through that, we’re able to get things done in this community.

Initial Attraction – The “Ask”

It’s a leadership organization… we’re made up of local business, professional and civic leaders.

We meet regularly, get to know each other, form friendships, & through that, we’re able to get things done in this community.

Initial Attraction – The “Ask”

It’s a leadership organization… we’re made up of local business, professional and civic leaders.

We meet regularly, get to know each other, form friendships, & through that, we’re able to get things done in this community.

Customer Profiles

What About Other ProspectiveMembers?

Three Steps to Attraction

1. The Ask2. Website, Facebook+

Your Website

Does your website reflect what you told

Mary?

Lamorinda Sunrise Message

• change the world?...1.2-million members

• 34,000 clubs globally

• clean water for drinking ... human health

• combating hunger ... eradicating polio

• explore this site to learn more about Rotary

International

What Works Better?• Rotary has 34,000 clubs

in 200 countries and regions.

• Rotary is in Albania to Zimbabwe

• Rotary is eradicating polio.

• Explore this site to learn more about Rotary International.

• We are local business, professional and civic leaders.

• We get to know one another.

• We get things done in this community.

• We have fun doing it.

What Works?

Build a Better Website

• Who are we?• What do we do?• What’s in it for You?

What’s In It For Our Customers?

1. Local Impact2. Friends and Contacts3. Vocation - Value Me & My Work4. Leaders to Work With

Who ya going to call?

Need website help?Call the Ghost Busters

Public Image Coordinators“Marketing Team”

Three Steps to Attraction

1. The Ask2. Website, Facebook+3. The First Impression

The First Impression

What creates an impression?

• _______________• _______________• _______________

How Do We Treat Our Guests?

Is every guest special?

Do We Rush the Question?

Is Your Club Like Cheers?

Sometimes you want to go,

Where everybody knows your name, and they’re always glad you came.

Tips

Involvement

4 Hold ‘em Tips

Tip 1

INDUCTIONMake The Induction

PERSONAL

Induction Exercise

Meet Mary Smith’s Family

Tip 2

FRIENDS#1 Reason for Staying

Tip 3

OPPORTUNITIESTo Do Something

Tip 4

Add SomeROTARY

KNOWLEDGE

Twelve Letter Topics

1. Welcome2. Communications3. Classifications4. Rotary Basics5. Club Service6. Vocational Service

7. Community Ser.8. International Ser.9. Youth Service10. Our Foundation11. Attendance12. Sponsoring

Where to Find Information?

www.zone2526.org

Website Resources

• IGNITE folder• Preparing your Club to Grow• What’s in it for me• Why Join Rotary• We Care booklet

Keep ‘em

Retention

The Joliet Club has 100% Retention

What Our Customers Want

1. Local Impact2. Friends and Contacts3. Vocation - Value Me & My Work4. Leaders to Work With

Why They Leave?

If you do nothing. . .15% will leave

“Not Worth It”

What You Can Do – Right Now!

1. List Members <24 months2. Schedule Work/Personal Talks3. Meet personally re Interests 4. Board adopts “name/work”5. Start personalized Inductions6. Start New Member letters

Right Now Action!

Do it in the Next 30-Days!

1. All members develop the “Ask”2. Review & update Website 3. Assign Greeters/protocols:

All guests & visitors welcomed 4. All members begin knowing names/work of

all others5. At least 5 work/personal talks by new

members & others

30 Day Actions

Do it in the Next 90-Days!

1. All members know names/work of all (at least new members) & continue work/personal talks for all

2. Guests/Visitors all feel welcome3. All members feel welcome — Cheers!4. All members involved5. All members have an “Ask”

90 Day Actions

What Our Customers Want

1. Local Impact2. Friends and Contacts3. Vocation - Value Me & My Work4. Leaders to Work With

Public Image

Why Strengthen Rotary?

Voice and Visuals

Power of Brand

Brand Center

Actions to Take

SURVEYS SHOW…Never

Heard

of Rotary

Know

Name Only

Some

Familiarity

HARDER TO

REACH OUR

FULL POTENTIAL

Makes it….

Power of Brand

So, what is Rotary?

Essence of Rotary

You unite leaders from a variety of

occupations to exchange ideas and take

action to improve your community – and

you have fun doing it!

Rotary Club Essence

Unites Leaders

Exchange Ideas

Take Action

In Local Community

And Have Fun

SMART

WE SOUND:

KnowledgeablePerceptiveConfident

Our Voice

COMPASSIONATEWE SOUND:Thoughtful

SincereEngaging

Our Voice

WE SOUND:Bold

PurposefulCourageous

PERSEVERING

Our Voice

INSPIRING

WE SOUND:UpbeatHopeful

Visionary

Our Voice

OUR VISUAL IDENTITY

Brands Evolve

Rotary Evolved Too

Flexible Yet Consistent

Appoint PI Chair

Visit Brand Center

Adopt Visual Identity Guidelines

Update Club logo and brochure

Create new landing page

What Can Clubs Do?

Brand Center

1. ADOPT OUR VOICE AND VISUAL IDENTITY

• Download guidelines

• Create your own club logo

• Use templates as a starting point

• Use images to inspire your own photos

Adopt Visual Identity

Brand Center - Materials

Update Club Logo

Brand Center - Brochure

Create Landing Page

Synchronize, Control, Freshen Facebook

Remember Other Media

Media Center

Learning Center

Shop Rotary

What Clubs Can Do?

Television, radio, and print ads

Billboards

Newspaper articles

Radio announcements

Letters to Editor

Traditional Media

Media Center – Press Releases

Media Center - Images

Learning Center - PR

Shop Rotary

• Tell a compelling story

• How you bring leaders together

• To Exchange ideas

• Take action to improve community

• Conversational & authentic

• Consistent visual identity

Help Members…

Shop Rotary

Media Center

Brand Center

Club and District Public Image Chairs

Voice and Visual

Identity Guidelines

Your Resources

BE A

ROTARYCHAMPION

Your Presenters – Thank You!

Larry Sundram

Public Image Coordinator

Larrysundram@gmail.com

Laura DayIGNITE Chairlauradayrotary@gmail.com

DISTRICT

Bill Angus, Membership Chair, 858-442-6447David Oates, Asst. Public Image Coordinator 858-750-5560Matt Guillory, District Public Image Coordinator 619-301-9396

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