Both DACdb and ClubRunner offer tools to help DGEs identify their Presidents-Elect, who will serve as President during the DG's year as Governor. The Standard Club Constitution requires that the PEs and other officers are elected in December PRIOR to the start of a Rotary year. Many clubs are almost a year behind in getting PEs elected, which causes PEs to be caught by surprise when it's time to register for Pre-PETS and PETS.
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The Membershp Action Plan Database provides club, district and zone leaders access to insightful membership data important to both planning and tracking membership progress. Setting a membership goal builds a "pace" graph that highlights how a club is doing attracting the new members it needs to not only grow but also replace members likely to terminate during the year. A Success Track graph tracks district and zone membership growth progress, predicting year- end results months in advance. Several reports provide both predictive and historical membership data. Users log in through DACdb and the database opens to their club, district and zone with various levels of access to the MAP Database dependent upon the user's role.
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The Member Compare feature in DACdb requires a Club Management Vendor authorization with RI. This form, signed by a Club Officer, and emailed to data@Rotary.org will set up that interface in My Rotary. Clubs that use a different member management system as their primary can also authorize DACdb in "Read-Only" mode, thereby allowing both Member Compare and Club Officer compare to access the club data in RI without the ability to edit it. ALL CLUBS in Zones 33-34 are encouraged to initiate this interface, either as "Read/Write" for DACdb clubs or "Read Only" for those using other member management systems as their primary platform.
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Video tutorial on the DACdb CRM Module. Track your club's prospects with communication tools, followup reminders, and collaborate with other Membership Committee members.
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Overview and "how-to" video for users of DACdb's CRM (Customer Relationship Management) feature. Track and manage your prospective members effectively and collaboratively.
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Video of setup and use of DACdb's CRM (Customer Relationship Management) feature. For district and club leaders, primarily Membership Chairs and others working with new member prospects
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Slide set for introduction and training of District and Club Membership Chairs on DACdb's CRM (Customer Relationship Management) feature. Included in DACdb at NO COST.
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Video overview of the DACdb Feature of 2019 -- CRM (Customer Relationship Management).
A tool for tracking prospective members from initial interest or RI Leads to Proposed Member
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"How-To" tutorial on using DACdb tools, including District Compare (L-6 and up), Member Compare and Club Officer Compare to reconcile DACdb records with Rotary International's
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How to use the District Compare feature in DACdb to identify clubs with mismatches between member rosters in DACdb and Rotary International
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White paper on using DACdb's Member Compare feature to resolve discrepancies between DACdb membership records and RI membership records
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DACdb handles Satellite Clubs very well if set up correctly. Consider using DACdb as the way to set up Satellites rather than the Satellite Club Form from RI.
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Bulletproof, can't fail method of adding new members in DACdb and My Rotary, keeping both in sync.
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