Bruce BaumbergerDistrict Governor-electEvanston Lighthouse

Facilitators Jill Brickman, PETS Chair, Glenview Sunrise Carlos Früm – District Governor Nominee,

Northbrook Sarah Oliver, District Trainer, Wilmette Harbor Mike Yesner, AG Coordinator, Skokie Valley

District 6440 Administrative Assistant Kristina Laib

Your name Name of your club Your vocation A significant change in your vocational

field

Class Concept District 6440 Overview AG Relationship Club Leadership Team Visioning President’s Manual Membership Directory

Technology Resources Communications Calendar PETS Highlights District Assembly Volunteer Management End Polio Now Current Rotary Year Issues and Expectations

Learning from each other Collaborating on projects Sharing expertise between clubs Developing best practices Social networking, e.g., LinkedIn

Easy way to establish forums to address common interests

Should District 6440 provide PEs with a LinkedIn group?

Surveys – Zoomerang, Survey Monkey

71 clubs2700 Rotarians1 Rotaract15 Interact2 Earlyact

GovernorGovernor ElectGovernor NomineeSecretaryTreasurer

26 Assistant Governors AG Coordinator Trainer Advisors

ClubCommunityVocational International

Membership Foundation Youth Exchange, RYLA Public Relations Communications Conference, Events, Seminars

The Club Leadership Plan helps clubs increase their ability to meet their goals in each Avenue of Service.

Continuity in projects and decision making

Consensus for decision making and goal setting

Increased ability to achieve service goals A larger and stronger field of club leaders Succession planning for club leadership Involves all club members in club

activities

Provides a list of best practices Can be implemented at any time Supported by the Recommended Rotary Club

Bylaws Includes simplified list of standing club

committees that are supported by the district structure

1. Develop a long-range plan that address the elements of an effective club.

2. Use the Planning Guide for Effective Rotary Clubs to set annual goals that are in harmony with club’s long-range goals.

3. Conduct club assemblies that involve members in the planning process and keep them informed of Rotary activities.

4. Ensure clear communication between club leaders, club members, and district leaders.

5. Provide for continuity in leadership, including the concept of succession planning to ensure development of future leaders.

6. Amend club bylaws as needed to reflect the club committee structure and the roles and responsibilities of club leaders.

7. Provide opportunities to increase fellowship among club members.

8. Ensure that every member is active in a club project or function.

9. Develop a comprehensive training plan which ensures that

• Club leaders participate in district training meetings

• Orientation is provided for new members• Ongoing educational opportunities are

presented to current members• Leadership skills development programs are

provided to all members

Club Administration

Club Public Relations Membership Service

ProjectsThe RotaryFoundation

Club Board

Four Avenues of ServiceClub, Vocational, Community, and International Service

Before the start of the Rotary Year (Jan – June) Incoming and current club board agrees to

implement the Club Leadership Plan Club assembly held to involve all members Club board reviews the 9 components of the

Club Leadership Plan Club board reviews the committee structure

Club Leadership Plan (EN-245) Frequently Asked Questions available at

www.rotary.org Recommended Rotary Club Bylaws Planning Guide for Effective Rotary Clubs District governor Assistant governors District committee members

A tool to help clubs assess their current state and to establish goals for the coming year.

Based on the Club Leadership Plan Completed by the president-elect in

cooperation with the club 2009-2010 Guide copy is a starting point Bring 2010-2011 draft to PETS in March

A Dynamic Management Tool

Long Range Planningfor

Club Effectiveness

Continuity

Consistency

Consensus

Commitment to looking forward Pre-session questionnaires Monday or Thursday evening schedule 4-hour session 20 – 25 club members participating Participants reflect range of Rotary

experience and interests within club

Role and Responsibilities Working with Your Club and District

Leaders Club Administration Membership Service Projects The Rotary Foundation Public Relations Goal Setting Important Documents

Key Points

•Website•PR•Fun / Fellowship

•Targets•No Cliques•Fast Inductions

•Involvement•Education•Recognition

Where to start?•Organization•Visioning•Leadership

Club and District Directory ClubRunner clubs - Update ClubRunner at the

club level to identify club leadership for 2010-2011. Updates are automatically reflected at the district level.

Non-ClubRunner Clubs – perform the same function at the District 6440 website.

RI Official Directory Updated via Member Access by CURRENT club

president or secretary – should have been done by 12/31/2009.

RI website – www.rotary.org Member Access Extensive resources Download material Newsletters Manuals

District 6440 website – www.rotary6440.org District news Online directory Calendar and More!

Club Websites 52 of 71 clubs using ClubRunner Event Planner Website Manager Member Directory Email Message Center Photo Manager eBulletin Attendance Manager Discussion Forums Committees Management Dues & Billing

Review your club’s website Content Usage of communications features

Club president is the hub of communications from the district and RI

Read EVERY Rotary email and pass it on to club leaders and club members as needed.

All District 6440 communications will be electronic – no USPS

Consider a separate email address for Rotary communications.

PETS – March 5-6, Naperville District Assembly – March 6, Naperville District Conference – April 29-May 1, Lake

Geneva (Governor Bill) 2010 RI Convention – June 20-23 – Montreal DG Installation Dinner – June 27 – Skokie Official Club Visits Fall Seminar Day – November 13 – Addison District Conference – April 28-May 1, 2011 –

Lincolnshire (Governor Bruce) 2011 RI Convention – May 22-25 – New Orleans

March 5 – 6, 2010Holiday Inn Select, Naperville

Districts 6420 and 6440 PETS will provide support for all

Presidents-elect Sessions designed for like-sized clubs Experts serve as resources for you Fellowship opportunities Exciting education

John Capps: Entertaining Rotary speaker House of Friendship Ambassadorial Scholars Tom Thorfinnson: Our RI Director Carol Pandak: PolioPlus Manager Local experts

Working with Presidents-elect from similar-sized clubs

Share ideasLearn from others’ experiences

Build cooperationEnergize each otherEnjoy fellowship

Stay overnight for just $79 Includes high-speed Internet Enjoy fellowship with other

attendees Be rested for Saturday’s events

Nuts and bolts training for your club officers and directors

Help for club to hit the road running Inspiration from speakers & shared ideas Team-building Reduced impact of weekends given to

Rotary by concurrent PETS and District Assembly

AltruismFellowship

LeadershipEnjoyment

NetworkingRecognition

Achievement

CooperationPatience

ConsiderationProfessionalism

AppreciationRespect

Understanding

By building relationships

By getting them involved early

By setting goals collaboratively

By sharing their success stories

Delegate responsibility Communicate the objective clearly Allow the opportunity to perform Give guidance as appropriate Encourage & recognize efforts Vary leadership style as needed

Promote recognition among peers, not just from the top down

Make recognition immediate, not delayed

Recognize individuals in front of their peers

Rotary’s top corporate priority Only four polio endemic countries remain Gates Challenge Grant

$200 million match to be raised by Rotary District 6440 - $270,000 to date! Goal – minimum of $2,000 per club for next two

years District 6440 End Polio Now Committee

Coordination of clubs’ community outreach activities – see www.rotary6440.org for ideas

Plan to develop program to solicit local foundations

Be supportive of this year’s team Accomplish the 2009-2010 goals Expand membership Help your club meet its Rotary Foundation

goal Focus on continuity as you transition to your

year

Gain knowledge of the organization Identify written and human resources Acknowledge useful skills and approaches Clarify organizational requirements Share relevant ideas with peers

Effectiveness in Service

Your Expectations?

Your Reservations?