Rotary Coordinator Team

This library includes resources intended for the RC and ARCs relevant to current and future Rotary years (or no particular year). It reflects only documents and files related to membership. Add other areas of interest or limit file types by using the checkboxes at the left .

Any type of file or document can also be found by typing a keyword, such as “foundation” in the SEARCH box at the top right corner of the page. Information resources for the rest of the Rotary world can be found from the links in the navigator line above.

“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

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

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.

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)

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

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 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.

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

Weekly District Membership Trends – Zone 33 (link)
Weekly membership Net Gain/Loss data on all Districts in Zone 33. Actual YTD progress compared to the "Success Track" (the pace needed to end the year with net membership gain, plus comparisons to 3 prior years' progress at the same point in the year. DACdb membership totals compared to RI membership totals are also displayed.

Zone 33 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.

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 Membership Summits (pdf)
Overview of Membership Summits offered by the Zone 33 Rotary Coordinator Team. Contact Chris Jones for further info: chris.jones.rotary@gmail.com

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 Template (pptx)
Slide set for a Rotary Membership Event. First page is a "ReadMe" set of instructions for how to customize for your club.

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.

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.

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

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.

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 Zones 33-34 Coordinator All Call Fall 2018 (link)
The Rotary International Director in RI Zones 33 & 34 conducts a quarterly video conference to hear from the Regional Coordinators and their progress toward goals and shares highlights of the most recent Rotary International Board of Directors' meeting.

Rotary Zones 33-34 Coordinator All Call Summer 2018 (link)
The Rotary International Director in RI Zones 33 & 34 conducts a quarterly video conference to hear from the Regional Coordinators and their progress toward goals and shares highlights of the most recent Rotary International Board of Directors' meeting.

Rotary Zones 33-34 Coordinator All Call Winter 2018 (link)
The Rotary International Director in RI Zones 33 & 34 conducts a quarterly video conference to hear from the Regional Coordinators and their progress toward goals and shares highlights of the most recent Rotary International Board of Directors' meeting.

Rotary Members

The Four-Way Test

Of the things we think, say, or do:

1. Is it the TRUTH?

2. Is it FAIR to all concerned?