“Who Do You Know?” Club Assembly Membership Exercise (pdf)
Thought-starter worksheet to help club members think of potential Rotarians from among their business associates, suppliers, customers, friends, neighbors and family members. Includes a "How to Use" section. NOTE: This is not a "homework" exercise. Members won't take it home and bring it back. To be done during a Club Assembly.
10 Intentional Membership Strategies (pdf)
Top 10 Intentional Membership Strategies PROVEN to grow Rotary Clubs. Ideas on how to identify prospective members, attract members, onboard members and retain members.
5 Things I Wish All Rotarians Knew and Believed about Membership (pdf)
White paper on the realities of Rotary membership. Specifically of interest to Presidents-Elect and Membership Chairs.
6 Failed Membership Strategies Rotary Clubs Love (pdf)
A list of 6 strategies that sound good, and clubs like them, but are minimally effective at attracting new members. A good list for a President or Membership chair to AVOID when creating club membership plans.
Club President Personal Ask (pdf)
A script for club presidents to use in personally asking their members to bring a prospect to a Membership Event. For use in person or by phone.
Corporate & Family Membership Examples (link)
A library of sample policy statements and Bylaws changes clubs have used to implement Corporate and/or Family memberships
DACdb CRM Video (link)
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
Don’t Squander Your Leads (pdf)
How to use DACdb as a prospect management and drip marketing tool -- to keep track of potential members and keep in touch with them while they're making a decision about joining Rotaryl.
New Member Scavenger Hunt (pptx)
Great, fun exercise for New Member Orientation -- a good way to help new members get familiar with Rotary. Many clubs use this as part of their Red Badge programs. Editable PowerPoint file -- add your own items to the hunt.
Prospective Rotarian Phone Invitation Script (pdf)
Many Rotarians are hesitant to invite a friend, neighbor, business associate or family member to have a look at Rotary because they don't have the "elevator pitch" down. Here's an easy-to-deliver phone invitation script for a member to invite a prospect to the #1 highest ROI membership development strategy -- a Rotary Information Hour or "Discover Rotary" presentation. Try it in your club.
Recipe for a Successful Membership Event (pdf)
Step-by-step process for planning and executing a membership event -- the #1 ROI strategy for attracting members to Rotary
Rotary International Membership Resources Page (link)
A deep library of resources, manuals and materials published by Rotary International to help your club attract and retain members. May require My Rotary login.
Satellite Club Examples (link)
A library of organizational material for Satellite clubs
Using DACdb District Compare (pdf)
How to use the District Compare feature in DACdb to identify clubs with mismatches between member rosters in DACdb and Rotary International
Zone 33 Membership Summit Library (link)
Link to all files, presentations, handouts, etc. used in Zone 33 Membership Summits. Browse for a folder for your own District or another. All files are downloadable for use in another Zone, District or Club.
DACdb CRM Overview Presentation (pptx)
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.
1-Page Club Membership Plan Template (docx)
Download a Club Membership Plan Template that covers the essential elements of club membership success. MS Word format allows expansion and customization to meet your club's needs. A better place to start than a blank sheet of paper.
This version includes a "how-to" cover sheet and a requirement to provide plans to the District membership team. That page can be edited or omitted in Districts where plans are not required.
DACdb CRM Introductory Video for DMCs and DCOs (link)
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
DACdb CRM Video for Club and District Users (link)
Overview and "how-to" video for users of DACdb's CRM (Customer Relationship Management) feature. Track and manage your prospective members effectively and collaboratively.
Demystifying DACdb Membership Data – Video (link)
"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
Discover Rotary Video Example (link)
Live video of a Rotary Information Hour - this club calls it "Discover Rotary". Apologies for sub-par audio quality, but gets the idea across. Search on "Discover" to download a slide set template.
Revitalizing Rotary Clubs Webinar (link)
Webinar hosted by Zone 34 Rotary Coordinator George Robertson-Burnett. Ideas to make Rotary clubs more attractive to both new and existing members.