CHECKLISTS

District Membership Summit Timeline & Task List (docx)
Executing a successful District Membership Summit requires lead time, planning and countless details. This detailed checklist will be helpful in avoiding last-minute diving catches. Downloadable in Word so you can edit to fit your event.

New Member Road Map (pptx)
Editable PowerPoint File -- A "Road Map" for a new member's first 4 years of membership. Milestones and ideas to engage a new member in the work of the club and development as a club leader. Modify to fit your club culture and opportunities.

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.

Satellite Club Guide (doc)
This Guide from D-7750 outlines the considerations a club should make in deciding upon a Satellite expansion strategy. Pages 6 & 7 are a checklist of decisions and actions needed to launch a Satellite Club. Thanks to D-7670 for core content. Provided in MS-Word so other Districts can edit and distribute.

FORMS/APPLICATIONS

Discover Rotary Sample Emails (docx)
Send a "Reminder" Pmail from DACdb to the potential members registered for Discover Rotary, 1-2 days in advance of the event. After the event, send a "Follow-up" Pmail from DACdb to those who attended. Samples of both are in this link.

INFORMATIONAL

“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. - Prospect Identification (Lead Generation) - New Member Attraction - Onboarding & New Member Orientation - Member Engagement & Retention

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

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.

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.

Grow Rotary Demographic Tool (link)
This amazing tool allows you to see where the population is in your District - which may or may not be where you clubs are. Go to: growrotary.org, log in with your My Rotary user name and password.

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.

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.

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. Sometimes called "Discover Rotary."

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 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

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.

PLANNING TOOLS

Satellite Club Project Plan Template (docx)
Thinking about launching a Satellite club? This project plan template lets you "start with the end in mind" - the intended launch date, then work backwards to establish the milestones, action items and those responsible for bringing the Satellite to life. Why start with a blank sheet of paper? This template lays out 80% of the decisions and actions you'll need to successfully launch a Satellite. Downloadable and editable in MSWord.

Zone 33 Membership Goal Setting Worksheets (link)
Goal-Setting Worksheets by District. One page per club. Details past 5 years of membership history, average attrition rate, average attraction rate, average number of members terminated per year. Facilitates goal setting based on actual data and helps clubs forecast total number of new members needed for consistent, moderate membership growth.

PRESENTATIONS

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.

REPORTS

Zone 33 Membership Progress Update Reports (link)
Mid-year Progress, based on actual Attrition to date vs. Forecast and New Members added

TEMPLATES

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.

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.

VIDEOS

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.

DACdb University — DACdb CRM Training VIdeo (link)
Video tutorial on the DACdb CRM Module. Track your club's prospects with communication tools, followup reminders, and collaborate with other Membership Committee members.

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 Virtual Rotary Information Hour - this club calls it "Discover Rotary". Same format as in-person or Hybrid Discover Rotary. Search on RECIPE for step-by-step instructions on how to do an effective Rotary Information Hour.

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, produced by Zone 34

Zone 33 Monthly DMC Webinars (link)
A regular monthly program for District Membership Chairs in Zone 33, plus the DG line.