Rotary Citation for 2020-21 (pdf)
The 2020-21 Rotary Citation is very different from prior Citations. This guide explains in detail how to qualify for and receive the Citation. Includes a thumbnail description of each of 25 Goal Categories.
Recipe for Changing Club Culture (doc)
Tried and proven, can't-miss, step-by-step recipe for changing the culture of a Rotary Club. While focused on membership, this same formula can be used for any intended culture change in Rotary or any other organization. Rotary clubs are as resistant to change as any organization - perhaps more than most. That's because the club inherits a culture over time and that culture is propagated by the self-selection of members. It takes an intentional, stepwise approach to move the needle.
“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.
Adding a Satellite Club in DACdb (pdf)
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.
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
Discover Rotary Script — Forest Acres, SC (docx)
Script for a Rotary Information Event -- "Discover Rotary". Created by the Rotary Club of Forest Acres, SC. Companion piece for Discover Rotary Slides from Forest Acres.
District Event Grants (pdf)
White paper on District Event Grants -- taking money off of the table for clubs that plan and execute Rotary Membership Events.
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.
Emerging Leaders 2020 Plan (pdf)
Guidelines for nomination of Emerging Leaders for invitation to the 2020 Virtual Leadership Seminar
Expectations of a District Communication Officer (DCO) Worksheet (doc)
Editable MSWord document for use in outlining role and responsibilities of a District Communication Officer (DCO)
Hybrid Rotary Meetings Technology Guide (pdf)
It may be some time until all Rotarians are comfortable with attending "in-person" Rotary meetings like we have always had. In the meantime, clubs are considering "hybrid" meetings where some members meet in person and others join virtually via real-time conferencing apps such as Zoom or GoToMeeting.
This guide will save you countless hours of research and trial-and-error. Please invest the time to read through it and you'll be halfway to getting your Hybrid Meetings strategy launched.
Infinite Possibilities (link)
An engaging series of Webinars exploring and celebrating the role of women in Rotary - past, present and future
Maintaining Member Engagement during the COVID-19 Pandemic (pdf)
A thorough overview of measures clubs can take to maintain engagement of members when not meeting in person. Courtesy of District 6690 (Central and Southeast Ohio).
New Member Induction Ceremony (docx)
Excellent example of a New Member Induction ceremony. Download an editable MS Word version. Thanks to PDG Billi Black for this contribution.
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.
Passport Club Documents & Presentations (link)
Library of example documents, dues structure and overview presentations to support formation of Passport Clubs
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
Resolving DACdb Member Compare Discrepancies (pdf)
White paper on using DACdb's Member Compare feature to resolve discrepancies between DACdb membership records and RI membership records
Rotary Club Brochure Sample (pdf)
Example of a professionally-done Club Brochure - Rotary Club of Greenville, SC.
Log into https://my.rotary.org, then copy/paste this link for an online brochure template in the Brand Center: https://brandcenter.rotary.org/en-GB/App/Approval/AdrenalineTemplate/Details/12?RedirectUrl=%2Fen-GB%2FApp%2FApproval
Rotary Club Governance Documents New for 2019 COL (link)
Link to Standard Club Constitution, Recommended Club Bylaws, Manual of Procedure (MOP), Code of Policies (COP) and others revised per 2019 Council on Legislation (COL) actions. Clubs should update their Bylaws and adopt the updated Constitution in 2019-20.
Rotary Club Health Check (link)
A comprehensive, introspective look at your club and the club experience you're providing your members. Worth a Board meeting or Club Assembly to take a hard look at what's keeping members -- or perhaps driving them away.
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
The Success Track to District Membership Growth (pdf)
Rotary’s semi-annual billing cycle presents an unintended consequence – a “clear the books” dynamic in December and June, as clubs drop members ahead of dues billing dates. This self-inflicted “seasonality” is not well understood by District leaders, and dramatic membership losses in the last hours of December and June cause major disappointment to Governors and other District resources, when it’s too late to recover. This document includes a predictive model for this seasonality factor.
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 District Membership Chair Summit 2020 Library (link)
Library of all videos, handouts, slide sets and collateral from ALL online sessions of District Membership Chair training in Zone 33. Look for folders for each weekly topic.
Zone 33 District Membership Chair Training 2020 (link)
Video library and link to all collateral - slide sets, handouts, worksheets and tools for growing membership.
Zone 33 Membership Growth Index Reports (pdf)
Updated for 2019! The Membership Growth Index (MGI) is a remarkably predictive indicator of future membership growth or decline for each club in the District. The District leadership team can therefore focus its attention and communication on its most-challenged clubs, and also identify where to look for best practices and membership know-how in successful clubs.
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.
Zone 33 Rotary Foundation Newsletter (link)
A folder of current and archive copies of the Zone 33 Rotary Foundation Newsletter. View or download the issue of your choice.
Zone 34 District Membership Chair Training 2020 Library (link)
Library of all videos, handouts, slide sets and collateral from ALL online sessions of District Membership Chair training in Zone 34
Zone 34 Membership Growth Index Reports (pdf)
The Membership Growth Index (MGI) is a remarkably predictive indicator of future membership growth or decline for each club in the District. The District leadership team can therefore focus its attention and communication on its most-challenged clubs, and also identify where to look for best practices and membership know-how in successful clubs.
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.
Discover Rotary Slide Set — Forest Acres, SC (pptx)
Editable slide set for a Rotary Information Event -- "Discover Rotary". Created by the Rotary Club of Forest Acres, SC.
Discover Rotary Video Example – Forest Acres, SC (link)
Live example of the #1 Return-on-Investment Strategy for attracting members to a Rotary Club. Watch this, download the Recipe for a Successful Rotary Membership Event, and plan your event by the numbers. GUARANTEED to attract members to your club if done according to the Recipe.
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.
2-Page District Membership Plan Template (doc)
Download a District Membership Plan Template that covers the essential elements of district membership success. MS Word format allows expansion and customization to meet your district's needs. A better place to start than a blank sheet of paper.
Committee Chair Expectations Worksheet (doc)
Worksheet outline for defining a Committee Chair's role and responsibilities. The first step in holding volunteers accountable is making sure they're totally clear on what they're signing up to do. Editable MSWord file.
Courageous Club Turnaround (link)
Entertaining video on the journey of one club from membership decline to membership growth, using the strategies promoted in Zone 33 Membership Summits. Worth the view.
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 (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
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.
District Membership Chair Success Principles – Video Interview (link)
An interview with John Yermack, DMC of D-7670 (Western NC), whose District is experiencing record membership growth in 2018-19. Learn what's worked for John and D-7670.
RI Directors’ All Call 12-21-2020 (link)
Update from RI Board of Directors' Meetings
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.
Rotary Club Central Training Webinar (link)
Training webinar on Rotary Club Central with Marni Nixon, RI CDS Representative