Presenter's Tool Box (su ggested facilitat or su rviv al bag):
Your personal facilitator s guidebook
Pens for your personal us e
Sharpi es for use on flip chart pages (several colors)
Large paper clips in a Ziploc
Rubber bands in a Ziploc
Binder clips-m ed ium & jumbo
Painters tape (meeting room walls are fabric and the flip c hart pages don’t stick well)
Post It no te pad (never hurts to have an extra one)
Note pad or extra note pa ges in your guidebook
Wh at Does Florida PETS Provide:
The Facilitators Guide
The Timeclock
Tabl e fo r your Facilitators Guide and Timeclock
Post It no tes for the last br eakou t of PETS
The hotel will have your room set up per our instructions
You ha ve been pro vided a tent card, take it wi th you from class to class
An Easel
A flipchart for the use on the easel, take your flip charts with you as you m ove from class to class
Water in the rooms for you and the attendees
Just A Few Th ings We W ou ld L ike To Encourage :
1. Dress appropriately, you are representing Florida PETS
Gents, jacket would be a nice touch, tie is up to you
Ladies, you know better than I
Comfortable, but not worn out, ugly old shoes. You all know we will cover some miles. Keep your feet in the game, but look awesome, all at the same time!
2. Greet your attendees at the door
3. Have your business card at every seat
4. If it is the first class of the day, have the workbook distributed at every seat.
5. You must be at your classroom early in order to set up
6. Make sure everyone in your class is oriented as to how to get to an exit. We are in different areas of the buildings throughout training, and want to make sure everyone is safe.
7. Start on time! End on time!
8. Ask the class to put their cells away for the following X minutes. If someone uses an IPAD to take notes, let them.
9. If someone gets sick or needs attention, please alert one of the Sgt at Arms or Florida PETS members and have them take the appropriate action based on circumstances, whether it is to: simply remove the individual for an accompanied break; helping them get some missed medication; dialing or having the hotel call the necessary first responders.
10. Humor is humor and risky, jokes are not negotiable, YOU don’t know any! You are all highly skilled and we are very lucky to have you representing Florida PETS, THANK YOU, just a few reminders:
If a fact based answer appears to be questionable or no PE in the room can answer, you may answer, IF you know the answer. Please do NOT guess or give it your best shot.
Remember!!! We are facilitators, not teachers.
Your personal opinion is very valuable, but unless asked, it may be best kept a secret. This is not about YOU or your thoughts on any given subject.
Remember, do not write on flip chart pages once they are on a hotel wall, the ink will bleed through! You will have some serious scrubbing to do!
1 0 Things That R equire ZERO Talent!
Being On Time
Work Ethic
Effort
Energy
Body Language
P assion
Doing Extra Being P repared
Attitude Being C oachab le
The Rotary Foundation
9:30 – 11:00 AM
90 min utes
LF PREP WORK
Review all of The Rotary Foundation homework assigned to the PEs. This information can be found in PETS I Workbook.
Put Learning Objectives on the Flip Chart.
Put questions on Flip Chart for use in “Know Where You Are”: 5 Yr. Club Trends of YOUR Club ~ Up / Down / Stagnant
o Giving to Annual Fund-SHARE
o Giving to Endowment Fund
o Giving to Polio Plus
o Paul Harris Society Members
o Participation in District or Global Grants
CLASS I NTRODU CTIONS ~ ICEBREAKERS 9:30 – 9:49 (19 min)
LF:
Introduce yourself and icebreaker
PET’s take on Speed Dati ng …. Each person has 30 sec onds to give their name, their club’s name, how long they have been in Rotary, and one quick interesting item about themselves… could be something from their childhood, an athletic prowess, a hobby, a really interesting job, etc. Or, whatever you want to use as an icebreaker that is fast!
Add an opening statement that they have a NOTEBOOK in front of them. Whilst they had a WORKBOOK supplied by the district and may have brought it, we will use the NOTEBOOK and it is for note taking. We may refer to a specific page in the NOTEBOOK, throughout the day!
OB JECTIVES
9:49– 9:51 (2 min )
LF: Have someone(s) read the objectives you have on the flip chart
Objectives: Presidents-Elect will:
discuss the importance of giving to The Rotary Foundation (TRF);
discuss their club history of giving to the TRF;
master how to set TRF Goals and enter the goals in your notebook;
identify opportunities for your club to engage donors and increase your impact;
start developing a Rotary Foundation Action Plan for your club.
INTRODUCTION OF ACTI ON P LAN FORMAT
9:51 – 9:54 (3 min)
LF: Turn to page 5 in your notebook. You will �ind the Action Plan template to use as you set your goals. This is the template you’ll be using to create your (3) Club Action Plans. Let’s take a moment and review the components.
LF: Walk them through each of the components When you set each goal, you’ll need to consider how you’re going to meet that goal through involving others – whether club members or other stakeholders. You’ll also need to “de�ine success” and monitor your progress. Each goal should have a clearly de�ined impact on your club – after all, you’re creating Action Plans to improve your club. Finally, aligning with one of Rotary’s (4) strategic priorities is important in understanding your focus for each goal.
As we work through this session, use this template to note ideas and thoughts that will help you build out your plan.
WHERE ARE YO U NO W?
9:54 – 1 0:06 (12 min)
LF: Did everyone spend some time with their Club Foundation Chair reviewing your Club Fundraising Analysis and the club’s 5-year history as well as the other reports that are available for each club relating to Foundation?
LF: Work in small groups of 3. Spend a few minutes (4 min) with each other sharing some of the items listed on the Flip Chart:
Is your club ~ Up / Down / Stagnant 5 Yr. Club Trends:
Giving to Annual Fund-SHARE
Giving to Endowment Fund
Giving to Polio Plus
Paul Harris Society Members
Participation in District or Global Grants
LF: Would someone please share, briefly, what you have learned about your club’s “Foundation Culture” in the process of reviewing your club’s 5year history and trends of giving and participation with The Rotary Foundation?
Spend 5 minutes collecting responses from groups – not looking for specific up/down answers but more their understanding of their individual club’s culture as it relates to TRF.
WHY GIVE to The Rotary Founda tion or PARTICIPATE in Rotar y District & Glo bal Grants? 10:06 – 10: 27 (21 min)
LF: Remind the class they had pre-PETS action items: Did everyone go to the Learning Center on the RI website and complete the Power course?
NOTE: It is expected that LFs will also review the recommended pre-PETS homework outlined in the PETS I workbook.
Let’s talk about the POWER of G IVIN G….
LF: What do you see as the Impact of giving to The Rotary Foundation in your community?
Possible questions/answers to pull answers out of the room
Contributions to The Rota ry Foundatio n support efforts to do what in local communities?
o build stronger, healthier, and more peaceful communities.
How does giving to TRF Leverage your gift exponentially?
o Gates’ match 2:1 for PolioPlus;
o World Fund match;
o power of 1.4 million in effecting change vs 1 individual…
How can clubs better align Foundation grants and giving with impactful, measurable outcomes in their communities?
o Listen to the community firs t (N eeds Assessment)
o Set clear, measurable g oals
o Trac k and measure progress
o SHARE – Tell co mpelling sto ries
In additio n to grant funds how do the volunteer hours contribute toward strengthening communities?
o members contribute nearly 47 million volunteer hours per year, worth an estimated $850 million, to communities around the world
LF: What Impact does giving to the Rotary Foundation or participating in a TRF District or Global Grant project have on your club members?
How does giving members hands-on roles in projects chang e individual members?
o Every one that contributes anything to TRF shares a part of every success, every impact, every single project carried out around the world including ending polio!
o Feeling of ownership, pride in TRF
LF: How would your club’s impact, reach, engagement, and ability to adapt be increased if… members better understood the benefits of giving to The Rotary Foundation and participating in TRF projects?
As it relates to strengthening your club, how does a members giving/support to TRF create lasting change within the c lub?
o Looking for member’s emotional response to being involved
o Local impact / increased visibility – potential attraction of new members
o More engagement, higher retention
o More members, more fun, more money, more volunteers, more projects
What role does The Rotary Foundation play in helping clubs scale local effo rts into glo bal partnerships ?
o Expand a successful local project into an impactful global partnership
o Provides financial resources, framework and tools for sustainable project design, and accountability
o Connects clubs worldwide
How can involving members in Foundation-supported projects deepen their connection to Rotary’s mission?
o These experiences create powerful emotional connections
o Turn abstract ideas like “Service Above Self” into real, life changing moments
How is the Foundation evolving to s upport innovative or nontraditional service models (e.g ., environmental projects, peacebuilding initiatives)?
o Innovation in service
o Adapting and evolving to a platform for creative problem solving
o Only limited by your imagination
WHERE DO YOU WANT TO BE?
10:27 – 10:48 (21 min)
LF: So then, what do we need in order to carry out projects in our local community or around the world, to make a lasting impact… We need three major resources… Time, Talent, and Treasure ~ Vo lunteers and Money!
Let’s talk about how we can “mine” these res ources:
o Working in Small Groups – (groups of 3) have “half” of the groups work on Treasure topics and the other “half” of the room focus on Time/Talent topics. Share your thoughts and ideas. ( 7 minutes)
LF: Bring the group back together and share some of the responses with everyone (14 minutes) – Remind everyone to take notes in their workbooks of ideas that resonate with them.
Treasure
Increase giving of members, community, and corporations to TRF
o 100% EREY Giving; Corporate donations, Fundraising
How can clubs encourage participation so everyone gives something?
o Education on the WHY should I give ~ Sharing stories and experiences
How can clubs increase their annual giving donations, including setting longer term goals for incremental increases?
o Promoting Rotary Direct & Sharing positive stories of how their donations have impacted others in their community or around the world
How can we encourage members to give easily above and beyond the minimum individual contribution that clubs generally suggest?
o Promoting Rotary Direct, Sharing stories!
o Having fun weekly ways to contribute through raffles, etc.
How can clubs increase overall awareness and increase PolioPlus giving not just from club members, but in their community? Ideas for fund raising events outside of the club to increase giving/awareness?
o PolioPlus Society members, Promoting Rotary Direct for PolioPlus donations, World Polio Day events that involve community members
How many members in your club know what a Paul Harris Society member is (not a Paul Harris Fellow)? How could targeted education and donor development work within your club to increase this?
o How many members in your club would be willing to give more annually if they were just asked?
How can your club increase awareness of leaving a final gift in members estates to the endowment fund? How does your club remind members to consider these types of gifts to The Rotary Foundation and how they can leave a lasting legacy in their name for one of the Seven Areas of Focus?
o Educational presentations, links on club website/newsletter
Time/Tal ent
Increase member engagement as well as community/corporate participation in local/international community projects.
o Signature Impact Project STARTING with Community Input
o LISTEN first
How can your club create or expand a signature project with significant local community impact in one of Rotary’s 7 Areas of Focus? (not a fund-raising event for another nonprofits project)
o District Grant with multiple local clubs and significant impact
How can your club create or participate in a District Grant in the coming year? How can you encourage members’ hands on participation?
o Involve community leaders in the discussion, make it a family affair and invite multiple clubs to participate
How can your club create or participate in a Global Grant in the coming year? How can you encourage members’ hands on participation?
o Look at existing global projects or expand a local one, involve everyone in the process
How can clubs educate their members on the impact their donations are having? i.e. Give examples of specific Programs, Stories, Newsletters, Social Medial, Personal Sharing, The Rotary magazine, Rotary Voices Blog etc.
o Share widely
How can clubs bring TRF stories of impact to their members and help every member understand how important each individual is in contributing to the outcome of a project they were not even aware of.
o Weekly/monthly stories from the podium; inclusion in club newsletter or FB page
If any time remains, ask for an example of an extremely successful strategy a club has implemented that significantly increased their club’s giving to TRF or participation in a District/Global grant.
Suggest cutting these into pairs for handing out to the groups. Don’t let them pick from a huge selection
HOW ARE YOU GOING TO GET THERE? 10:48 – 10:56 (8 min)
LF:
Most of your Pre-PETs and PETS Action Items to be completed before attending this weekend were to equip you and your club leadership with setting your goals for the upcoming year.
As you think about how you’re going to get to where you want to be, we’ve just spent some time talking about “how” you can achieve many of the priorities you might want to achieve.
WORK THE P LAN
(Action Plan Work sheet)
LF:
Let’s turn back to page 5 in your notebook and locate your Foundation Action Plan. Hopefully you came into this session with some ideas of where you’d like to go or you picked up some ideas in our discussion. Let’s take 5 minutes for you to identify just one key goal for your Foundation Action Plan. Keep in mind your club’s history. Has your club giving been going down? Is it stagnant? Has it recently been going up? Jot down thoughts in each of the boxes that you can build out with your Foundation Chair.
Remember that goals should be achievable, but they should also be stretch goals. As you consider and set your club’s goals, they will need to be shared with your club members.
LF: Who would like to share a stretch goal and why they set it? (3 min)
Revie w Objectiv es 10:56 – 10:58 (2 min)
Objectives: Have someone(s) read the objectives you have on the flip chart
Presidents-Elect will:
discuss the importance of giving to The Rotary Foundation (TRF);
discuss their club history of giving to the TRF;
master how to set TRF Goals and enter the goals in your notebook;
identify opportunities for your club to engage donors and increase your impact;
start developing a Rotary Foundation Action Plan for your club.
Wrap-Up 10:58 – 11:00 (2 min)
LF: Thank everyone for their participation! Tell them to keep working on their notebooks and “you have my card, please don’t hesitate to call or email with any assistance I can offer”. Remind them that they are each other’s best resources and to get to know each other better this weekend.
PUBLIC IMAGE
11:1 5 – 12:30
75 minutes
LF PREP WORK
Review all of the Public Image homework assigned to the PEs. This information can be found in the PETS I Workbook
Put Learning Objectives on the Flip Chart.
CLASS I NTRODU CTIONS ~ ICEBREAKER 11 :1
5 – 11 :20 (5 min)
LF: Introduce yourself
Note: the class has been and will be together all day. Have the class state their name, club, and one public image tool their club uses and one tool they’d like to use/learn to use to share the Rotary story.
Use (2) sheets from the flip chart. Have a scribe write on one sheet: “what they use” and “what they’d like to use” on the 2nd sheet
OB JECTIVES
11:20 – 11:25 (5 min)
LF: Have someone(s) read the objectives (have them written on the flip chart before class starts
Objectives:
Presidents-Elect will in relation to their club:
identify current public image channels used effectively by your club; ID current PI Channels used effectively
select at least one public image channel your club can start using; Pick one PI Channel to star t using
learn to align your club’s branding with Rotary’s brand guidelines; Align b randing with RIs guidelines
create a public image plan and content calendar. Create a PI Plan and Conte nt Calendar
INTRODUCTION OF ACTION PLAN FORMAT 11:25 – 11:28 (3 min)
LF:
Turn to page 10 in your notebook. You will �ind the Action Plan template to use as you set your goal(s). While you’ve seen this in your previous session, let’s review the components. Get your mindset focused on a Public Image Action Plan for your club, what’s relevant to your club’s growth, how you can leverage the Rotarians and the Rotary network to meet your goals, and how you will de�ine success.
As we work through this session, use this template to note ideas and thoughts that will help you build out your plan.
BRANDING
LF: Let’s talk about branding.
11:28 – 11:43 (15 min)
Why is maintaining a consistent brand important to your club and to Rotary International?
o Protects our reputation and reflects the strong history of our organization
o Misuse of the logo diminishes the integrity of our brand
o Brand consistency strengthens or vision
o Let’s the community know we are here
Who has visited the Rotary Brand Center?
What resources have you used from the Brand Center? (logo template, brochure or other templates, stock photos, brand elements, People of Action templates and materials).
Resources found in Brand Center:
Club Logo Template https://brandcenter.rotary.org/enus/asset?id=133177990&lang=EN
Lockup Logo Template
https://brandcenter.rotary.org/en-us/rotary-template?id=463a992a-e9c1-4d3cbcde-1735d73dd99b
People of Action Materials and Templates https://brandcenter.rotary.org/enus/people-of-action
Rotary’s Brand Elements https://brandcenter.rotary.org/en-us/ourbrand/brand-elements
Do’s and Don’ts of the Rotary logo https://brandcenter.rotary.org/en-us/ourbrand/brand-elements/logos-and-graphics/dos-and-donts
o If someone in the class has used the Brand Center, have them share what they’ve used and how.
We still have clubs using that old Rotary logo as a Facebook profile picture or in their email signature. Let’s see if we all recognize the “correct” Rotary brand.
o Flash card game: hold up 8-10 cards with logos that are incorrect, some are correct, and ask participants to answer “yes” if the logo can be used or “no” if it should not be used, discuss why or why not (touch on blue/gold logo, trademark, Mark of Excellence)
***Remember to NEVER download logos from google, only use logos obtained from Rotary’s Brand Center
o Do you know when the “new” Rotary logo came out? Answer: 2013
o You were asked to review “Our Logo: Representing Rotary” in the Learning Center. Did you learn anything you didn’t already know?
WHERE ARE YOU?
11:43 – 11:53 (1 0 min)
LF: The pre-course work asked you to name the public image channels your club is using. We named a few during introductions, are there others that were not mentioned?
o Possible responses to ask about if not mentioned: brochure, business cards, website, Facebook, X (twitter), YouTube, Instagram, television, radio, newspaper, magazine, billboard, pin, branded clothing, branded gifts, signage, public speaking, newsletter, email, flyers.
Let’s talk about the overall public image approach of your club.
When you did the PI audit, what did you learn about your club? Did you find any old logos, zombie accounts, duplicate websites or social media pages?
Are your club members aware of and engaging with these channels? (i.e., do they ‘like/follow/share posts’?)
o If they’re not, how can you motivate them to do so?
How many of you have a person in your club assigned to the Public Image Chair position?
o If there isn’t currently a PI Chair, how will you fill this during your year?
o If you have a PI Chair, did you spend some time with them reviewing your PI/PR efforts?
It’s important to have someone who is interested in “marketing” your club and leveraging the multiple channels available. Channels should be audited at least once per year to make sure your content stays current and relevant, and part of this means making sure your branding is up to date.
Ask participants to tell you more about how they are using a particular channel (i.e. newsletters – who do you send them to, how frequently, print, email pdf, email marketing program like Mailchimp).
So as you think about what you’re currently doing –
o What might you change?
o What challenges do you envision?
WHERE DO YOU WANT TO BE
11:53 – 12:08 (15 min)
LF: Public Image is a challenge for most clubs. We don’t think we need to be touting the good works we do. Yet, it is a very important aspect of how successful your club is or could be. How does creating or improving your public image plan for your club impact your overall membership and Foundation efforts, inform the public, help your club adapt, and/or enhance engagement?
We’re going to break into (4) small groups. Assign each group one of the 4 RI priorities: a) increase our impact; b) expand our reach; c) enhance participant engagement; d) increase our ability to adapt.
Ask each group to come up with a robust PI program that could affect your action plan pillar. Think about the goals you will set and the tools you will use.
Allow 8 min for brainstorming and 5 minutes for feedback from each group.
It’s important that you consider these as you identify a PI goal and how it can help move your club forward.
HOW ARE YOU GOING TO GET THERE 12:08 – 12:18 (10 Min)
LF: What are some necessary items for your public image plan? Have the group brainstorm. Take notes and incorporate these into your club PI plan. Possible responses:
Conte nt calendar – what wi ll you publish and when
Identi fy pub li c image channels you will use
Pub lic image team – put together a team and assign roles (i.e. social media, press re leases, photographer, web design, etc.)
Take picture throughout the process – no poses – action shots
WORK THE PLAN 12:18 – 12:25 (7 min)
LF: Let’s turn back to page 10 and locate your Public Image Action Plan.
Hopefully you came into this session with some ideas of where you’d like to go or you picked up some ideas in our discussion. Let’s take 5 minutes for you to identify a key goal for your Public Image Action Plan. Jot down thoughts in each of the boxes that you can build out with your Public Image Chair.
Remember that goals should be achievable, but they should also be stretch goals. As you consider and set your club’s goals, they will need to be shared with your club members.
LF:
Would anyone like to share a stretch goal and why they set it? (2 min)
REVIEW OB JECTIVES
LF: Presidents-Elect will:
12:25 - 1 2:26 (1 min)
identify current public image channels used effectively by your club; ID current PI Channels used effectively
select at least one public image channel your club can start using; Pick one PI Channel to star t using
learn to align your club’s branding with Rotary’s brand guidelines; Align b randing with RIs guidelines
create a public image plan and content calendar. Create a PI Plan and Conte nt Calendar
LF: Thank everyone for their participation! Tell them to keep working on their notebooks and “you have my card, please don’t hesitate to call or email with any assistance I can offer”. Remind them that they are each other’s best resources and to get to know each other better this weekend.
Membership –
2:15 – 3:30 pm
75 minutes
LF PREP WORK
Review all of the membership homework assigned to the PEs. This information can be found in PETS I.
Put Learning Objectives on flip chart.
Put these questions on the flip chart.
Flip-chart sheet 1 - WHY is g ro wth important to your Club?
o Growing?
o Shrinking?
Flip-charts sheets 2 and 3
Remember to familiarize yourself with MAP, Membership Success Center, RI Membership resources and Discover Rotary.
Introduce Self & THE WHY
2:15 – 2:20 (10 min)
LF:
o Introduce yourself
o Introduce your pre-prepared �lip chart on Why.
o Growing membership is Im portant - THE WHY
o Why is it im port ant fo r yo ur Clu b to add new members?
Answers we are looking for
1.Attrition is real, doing nothing means getting smaller.
2.More members means greater impact, more fellowship.
3.More members means more Networking capabilities.
4.Opportunity to increase the bench for leadership.
Quic kly at this point, around the room, hav e the PEs state their name and club. (they alre ady know eac h othe r at this point, but yo u may not kno w ho w to pronounce their name .
OBJECTIVES 2:20 – 2:22 (2 min)
LF: Show Objectives, Pre Written on Flip Chart Page
Have someone(s) read the objectives.
Objectives:
Presidents-elect will:
clarify where your club membership currently stands; Where Is Your Club Membership determine how to engage your members and create club vibrancy ; How to Engage/Create a Vi brant Club
learn the importance of growing your club
Importance of Club Growth develop a Membership Action Plan for your club. Develop a Club Membership Plan
INTRODUCTION OF ACTION PLAN FORMAT 2:22 – 2:25 (2 min)
LF: Turn to page 14 in your notebook. You will �ind the Action Plan template to use as you set your goal(s). You’ve seen this in your previous (2) sessions, so focus your mindset on a Membership Action Plan for your club, what’s relevant to your club’s growth, how you can leverage the Rotarians in your club and the Rotary network to meet your goals, and how you will de�ine success.
As we work through this session, use this template to note ideas and thoughts that will help you build out your plan.
WHERE ARE YOU N OW?
2:25 – 2:37 (12 min)
LF: Introduce the MSC ‘Membership Success Center’ (What it is, What it does, why it is important) Reference the homework – for those that did the homework, or got the information during their District Breakout Session - ask what they found.
[LF: Ask a scribe to capture reasons on the sheets 2 and 3 prepared earlier.]
Where is yo ur club now?
o Growing?
▪ How are you doing it?
o Shrinking?
▪ Why are you shrinking
Some possible answers for shrinkage. Please consider how to respond:
some members passed (do you think death is unusual to your club?);
a number of people relocated (do you think relocation only happens with your club?)
some members transferred to another club (do you know why they may have left your club?)
cost (is this something you have control over?)
location (what’s the objection?)
time of meeting (is it a major issue with many or only with 1-2 members?)
leadership (is this something you can address?)
religion and or politics (how do you address it?)
WHERE ARE YOU GOI NG?
2:37 – 2:49 (12 min)
LF: What does “Vibrant Club” mean to you? [Ask for Scribe.] Clean sheet
We are looking for the following and more! (if you don’t get these responses, ask a follow up question beginning with: Is your club - OR- Does your club)
Friendly?
Welcoming?
Energetic?
Engaged members?
Gives members value for their membership?
Relevant?
Looks, feels, sounds like a Happening Club?
Listens to its members?
Delivering on Members’ needs?
Engaged with the local community?
What components create a vibrant club?
Does your community love your Club? How do you know?
Do your members love your Club – is it a great Club? How do you know?
If your community loves yours (or other) Rotary Club(s), is/are it/they irresistible?
Do visitors love your club? How do you know?
If you still have time within the 12 min: Who believes they have an Irresistible Club?
WHERE DO YOU WANT TO BE?
LF: How do we adapt to stay relevant?
2:50 – 3:04 PM (14 min)
How can they avoid complacency regarding current members?
As the President of your Club, how will you insure value for your members time and commitment?
· Retention should be addressed in this discussion. Can’t grow by retention alone but it does impact membership. If you simply retain your existing members, will you grow?
Service is key - great projects. Do your members think your club has great service projects?
Social and fellowship opportunities, deepening relationships between membersand prospective members. Does your club offer social and fellowship opportunities? Do your members want more?
Keep listening to members, ensuring you adapt to their needs, wants and aspirations change over time. Are your club leaders listening to membership?
Develop the next generation of leaders Do you engage with the next generation of leaders: interact; Rotaract; RYLA; Exchange Students?
How does focusing on your current members impact your potential future members?
HOW ARE YOU GOING TO GET THERE?
3:04 – 3:12 pm (8 min)
LF: Do es your club resemble, re�lect, mirror your community?
Why is this important?
Is your Club receptive to ‘all’ visitors? How do you know? Is your Club’s Culture conducive to sus tainability and gro wth
Is the Club welcoming - is there a ‘process’ for visitors, so when someone new walks through the door, are 2 (or 3 or 4) steps that are taken to ensure they are welcome and connected? [If you’re in the recruitment business, should you have a plan for how to immediately engage these folks?]
Are members adaptable, willing to change if necessary?
Is there an active intentional membership Plan?
Is club energized with strong community ties?
Do members look forward to meeting with high participation?
If you don’t get these kinds of responses, turn them into a question, ex:
o Club is highly active and involved in your local community. (EX: Is your club highly active/involved in your community?)
o Our community is where we will �ind our customers
o Club brings in members that are diverse – some may be just like me and others quite different.
o Club connects to the community – Has great social media - does not con�ine social media to just our members, expands the network through the community.
o Discover Rotary. A great way to promote your Rotary - better and more relaxed than Fireside Chats. Soft sell your Club.
o Club extension - adding Impact, Companion, Satellite etc.
WORK
THE PLAN 3:12 – 3:17 (7 min)
Membership Success Center - re-emphasize
LF: Let’s turn back to page 14 your Membership Action Plan. Hopefully you came into this session with some ideas of where you’d like to go or you picked up some ideas in our discussion. Let’s take 5 minutes for you to identify a key goal for your Membership Action Plan. Jot down thoughts in each of the boxes that you can build out with your Membership Chair.
Remember that goals should be achievable, but they should also be stretch goals. As you consider and set your club’s goals, they will need to be shared with your club members for discussion – you can’t reach these goals by yourself. (LF Note: The Rotary Membership Coordinator team can give PEs a template for a membership plan)
LF: Would anyone like to share a stretch goal and why they set it? (2 min)
REVIE W OBJECTIVES
Review Objectives: Presidents-Elect will:
3:19 – 3:21 (2 min)
clarify where your club membership currently stands; Where Is Your Club Membership determine how to engage your members and create club vibrancy ; How to Engage/Create a Vi brant Club
learn the importance of growing your club
Importance of Club Growth develop a Membership Action Plan for your club. Develop a Club Membership Plan
LF Questions - Did we cover the objectives.
Wrap-Up
(1 min)
LF: Thank everyone for their participation! Tell them to keep working on their workbooks and “you have my card, please don’t hesitate to call or email with any assistance I can offer”. Remind them that they are each other’s best resources and to get to know each other better this weekend.
Facilitated Discussion
4:30-5:15 pm
75 Minutes
What Do Yo u Want To Kno w, You Didn’t Learn This W eekend?
Total: 75 minut es. This is the final session and 75 minutes is allocated, but gauge your room. Length will be based on how the conversation / discussio n flows. If the questions from your group are fully answered and there are no more questions, there’s nothing magical about keeping them until 5:30 (the full 75 minutes) Let your audience be your guide.
OB JECTIVES
Presidents-Elect will:
a. Discuss issues and concerns of primary interest
b. Share ideas about how to address c lub c hallenges
c. Develop a support network of contacts in Florida and beyond!
WHAT QUESTI ONS DO YOU STILL HAVE?
Suggeste d Process:
Prep W ork: Post flip chart paper around the room with these broad topics:
membership
TRF
PI
club officers/team building
Administration
Place (3) sticky notes in front of each PE’s seat
1. Give participants 5 minutes to write down up to 3 concerns/questions/issues they still have [1 per yellow sticky]
2. Participants are given 2-3 minutes to go around and post their yellow stickies on the appropriate flip chart sheet.
3. Facilitators do a quick review and identify the most common questions for continued discussion. (group them as there will be duplication)
4. Cover as many questions as possible in the allotted time.
5. Identify “where/who/what” they might find answers to their questions when they return back to their districts/clubs as this will be an important part of their success.
Note: the questio ns you pull from the sticky notes are asked of the class, let the class answer and create solutio ns. In the event something is unanswered, the LF may answer if they have 100% confidence, they are correct. If not, create a list of unanswered questions that can be communicated to participants via email, as a class, at a later date. In other words, the LF will get them the correct answer.
QUICK REVIEW
a. Discuss issues and concerns of primary interest
b. Share ideas about how to address c lub c hallenges
c. Develop a support network of contacts in Florida (and possibly beyond!)
ENDI NG E XERCISE
This is a quick ending exercise to ask everyone to identify at least 1 thing they can take back to their club. You might want to suggest they write it down; info is easy to forget with all of the resources, etc. they’ve gotten over the weekend.
THANK THEM ALL! For Attendance and participation at PETS, and their willingness to lead their clubs in the coming Rotary year!
