welcome to the presidents-elect and secretaries-elect training seminar breakout sessions
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Welcome to the Presidents-elect and Secretaries-elect Training Seminar BREAKOUT SESSIONS. P.E.T.S. DAY 1. Running Your Club Effectively LUNCH Leadership and Motivation Working With Your District Team BREAK Planning for the Long Term Reporting Requirements. Introductions. Session 1:. - PowerPoint PPT PresentationTRANSCRIPT
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P.E.T.S. DAY 1P.E.T.S. DAY 1
Running Your Club EffectivelyLUNCH
Leadership and Motivation
Working With Your District TeamBREAK
Planning for the Long Term
Reporting Requirements
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Running Your Club EffectivelyRunning Your Club Effectively
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Learning ObjectivesLearning Objectives
1. Understand the policies and procedures needed to operate a Rotary club.
2. Understand the club’s administrative requirements.
3. Develop new ideas for weekly club programs.
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Amending the Recommended Rotary Amending the Recommended Rotary Club BylawsClub Bylaws
yes
no
PRESENTExample:63 members in a club 21 members are present 14 or more members need to vote yes to amend the bylaws
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Meetings to PlanMeetings to PlanWeekly club meetingsClub assembliesBoard meetingsAssistant governor visitsDistrict governor’s official visitLeadership development program
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Meetings and Programs to PromoteMeetings and Programs to Promote
RI ConventionDistrict ConferenceRotary Leadership Institute (RLI)Club of the Month (COTM)Local Collaborative EventsVisits to other Clubs
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Your Weekly MeetingsYour Weekly Meetings
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PreparationPreparationAgendaGreeterMembers Check-In TableName BadgesMakeUp Cards“Stick on” Badges for GuestsSign Up Sheets for Guests (include contact info)Rotary material for GuestsFlags and banners displayed
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The MeetingThe MeetingMeeting Starts on Time ……Ends on timeInvocation – National Anthem - Song – Four Way TestFollow agendaWelcome guestsRecognize personal events (birthdays, deaths, etc)Main ProgramRotary announcementsRecognition of Rotary or professional successesThank guestsThank the speakerAnnounce and /or promote next week’s meetingHave FUN!!!!!
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Other Ideas?Other Ideas?
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ResourceResource
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ResourcesResources
Rotary InternationalFREE Webinars
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Learning ObjectivesLearning Objectives1. Understand the policies and
procedures needed to operate a Rotary club.
2. Understand the club’s administrative requirements.
3. Develop new ideas for weekly club programs.
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Thank YouThank You
Please complete your evaluationsPlease complete your evaluations
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Session 2:Session 2:Leadership and Motivational SkillsLeadership and Motivational Skills
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Identify the leadership skills necessary to serve in club leadership positions.
Identify the motivational skills necessary to serve in club leadership positions.
Learning ObjectivesLearning Objectives
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LeadershipLeadership
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Leadership QualitiesLeadership Qualities
Vision Motivation Organization Communication
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Rotary ClubPresidentCommittee
memberBoard memberSecretary
Professional/PersonalBusiness ownerManager or executiveCommunity leaderSkilled professional
Leadership PositionsLeadership Positions
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MotivationMotivation
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FellowshipLocal and international serviceNetworkingRecognition of their efforts
What Motivates Rotarians?What Motivates Rotarians?
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What Prevents Volunteering?What Prevents Volunteering?
Professional responsibilitiesFamily and personal plans MoneyDistance or inconvenienceAttendance Requirements
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Case StudiesCase Studies
Using Motivating Factors
Overcoming Competing Interests
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ResourcesResources
Fellow Club Presidents
District GovernorAssistant Governor
District Committee Members
District Governor
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ResourcesResources
Your Club Leadership Plan
Rotary International FREE Webinars
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Identify the leadership skills necessary to serve in district positions.
Identify the motivational skills necessary to serve in district positions.
Learning ObjectivesLearning Objectives
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End of Session 2:End of Session 2:Thank YouThank You
Please complete your evaluationsPlease complete your evaluations
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Working with District LeadersWorking with District Leaders
2011-12
2014-15
2013-14
2012-13
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Learning ObjectivesLearning Objectives
Understand the role of the district in
supporting the club.
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Your DistrictProvides guidanceConnects clubs with similar interestsServes as an information resourceConveys Rotary and Rotary
Foundation information to clubs
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Your District Team
District governorAssistant governorsDistrict committees (Focus Groups)District trainerDistrict secretaryPast district governors
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Your District TeamYour District TeamFocus GroupsFocus Groups
Administration and TrainingPartnership and MembershipService Projects and RI EmphasesNew GenerationsPublic Relations and OutreachThe Rotary Foundation
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Admin &Training
Membership & Partnership
PR &Outreach
Service &Emphases
The RotaryFoundation
Club CommitteesClub CommitteesClub
Admin.Membership
Public Relations
Service Projects
The RotaryFoundation
NewGenerations
NewGenerations
Supported by Focus Groups Supported by Focus Groups
VISIT THE RESOURCE TABLESVISIT THE RESOURCE TABLES
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Your Assistant GovernorYour Assistant GovernorAssists with implementing the Club
Leadership PlanReviews progress toward goals Visits your Club at least QuarterlyEncourages the club to follow suggestions
from the governorPlans governor’s visitIdentifies future leaders
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Club of the MonthClub of the Month
August 2102 – March 2013Submissions by 5th MonthResults by 15th MonthWinners in Large Club and Small
ClubLapel PinsHelp from the Focus Groups
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Managing RelationshipsManaging Relationships
•With your Club Leaders
•With your District Representative
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Learning ObjectivesLearning Objectives
Understand the role of the district in
supporting the club.
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Thank YouThank You
Please complete your evaluationsPlease complete your evaluations
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Planning for the Long TermPlanning for the Long Term
Be a Vibrant ClubYour Club Leadership Plan
Session 4:Session 4:
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Learning ObjectivesLearning Objectives
1. Understand the importance of long term planning and its effect on the health of your club
2. Implement the Club Leadership Plan
3. Consider methods for creating and maintaining an effective Strategic Plan for your Club
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Purpose of the PlanPurpose of the Plan
Ensures club are regularly evaluating current practices and implementing new ideas to increase their vitality
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What’s in it for your club?
• Stresses innovation and flexibility
• Encourages tailoring best practices to fit club culture
• Challenges clubs to analyze traditions and experiment with new practices
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Develop long-range goalsDevelop long-range goalsDoes your club have a
strategic plan?What is your club’s
vision statement?What are the long-
range goals?
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Set annual goalsSet annual goals
Conduct a community assessment before setting annual goals.
Ask committees to propose goals.
Involve all members.
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Conduct club assembliesConduct club assembliesHold quarterly
assemblies to solicit innovative ideas, highlight achievements, and showcase service projects.
• Ask members for input on club practices, projects, and activities.
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Communicate Communicate ClearlyClearly
Who communicates with district leaders?
How do members provide input?
What information can go online?
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Ensure leadership continuityEnsure leadership continuity
• Be sure current leaders work with immediate past and incoming leaders.
• Consider providing newer members with mentors.
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Amend club bylawsAmend club bylawsReview club bylaws annually.
Determine any needed changes.
Allow members to propose new ideas.
Test new ideas before amending bylaws.
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Develop stronger relationshipsDevelop stronger relationships
• Provide fellowship opportunities.
• Promote networking opportunities.
• Have fun!
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Ensure members are activeEnsure members are active
Generate interest and dedication.
Build club pride.Attract new
members and gain community attention.
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Develop a training planDevelop a training planDo our club leaders attend district
meetings?Is new member orientation provided
regularly?Are ongoing educational opportunities
available for current members?Is a leadership development program
available for all members?
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Assign club committeesAssign club committeesRecommended
Club administrationMembershipPublic relationsNew GenerationsService projectThe Rotary Foundation
Additional committees can be added to support club goals.
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Tradition and InnovationTradition and Innovation
The first four Rotarians
Rotary Peace Fellows
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Implementation ideasImplementation ideasConsider holding a daylong retreat. Incorporate member ideas.Before amending bylaws, test new ideas.Consider other Strategic Plans and how
they impact on your Club PlanRecruit the help of District Trainers or
other Professionals
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• A guide to help clubs create their own club
leadership plan
• A description of 10 best practices
• A tool that challenges you to energize your club
What is What is Be a Vibrant ClubBe a Vibrant Club??
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FeaturesFeatures
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How to use the guideHow to use the guideReview the best practices. Identify areas for improvement.Brainstorm new ideas.Test new practices.
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How Far Ahead?How Far Ahead?
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ResourcesResourcesYour Club Leadership Plan RLI Leaders
Assistant Governor
Area Trainer
Outside Professional
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Learning ObjectivesLearning Objectives
1. Understand the importance of long term planning and its effect on the health of your club
2. Implement the Club Leadership Plan
3. Consider methods for creating and maintaining an effective Strategic Plan for your Club
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Are You Ready to Be a Vibrant Club?
Your Club Leadership Plan
End of Session 4:End of Session 4:
Please complete your evaluationsPlease complete your evaluations
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Reporting RequirementsReporting RequirementsSession 5:Session 5:
Copies to Your Assistant Governor
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Member AccessMember Access
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Admin Reporting RequirementsAdmin Reporting RequirementsTo RI (via Member Access)
To the district To TRF
SARClub goals using the Planning Guide for
Effective Rotary Clubs
Use of Rotary Foundation funds
Changes in membership
Club goals using the TRF Fund
Development Goal Report Form
Changes in officers or meeting information
Membership Goal Form
Information for the Official Directory
Monthly attendance figures
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Reporting AchievementsReporting AchievementsReport Zone 34 District 7020
Club of the Month 5th Each Month
DG Award April 15, 2013
Presidential Citation March 31, 2013
Zone 34 PR Award March 15, 2013
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Other ReportingOther ReportingReport District 7020
Club Builder Award 15th October, 2012
RI Vocational Service Leadership Award 15th December, 2012
Membership Development Initiatives - MDI 15th April, 2013
RI Membership Development and Extension Award - MDEA
1st May, 2013
Recognition of Smaller Club Membership Growth 1st May, 2013
Family and Community Service Award Ongoing
Avenues of Service Citation Ongoing
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P.E.T.S. TRAININGP.E.T.S. TRAININGEnd of Day 1End of Day 1
Please hand in your Day 1 evaluationsPlease hand in your Day 1 evaluations