Rotary Leadership Institute sm.pdfRev. 37 bww 07/08/2007 TABLE OF CONTENTS ... 4. DG Dean Rohrs 5. Nancy Nikolai 6. AG Penny Offer 7. AG John Vokes 8. Dave Hamilton 9. Karen Harrison

Cascadia Division District 5040

Rotary Leadership Institute

Course Guide

The Rotary Leadership Institute

RLI Student Outline- Part I RLI Outline Introduction to Rotary Leadership Page 1 Rev. 37 bww 07/08/2007

TABLE OF CONTENTS

Introduction to Rotary Leadership: Part I

RLI Brochure & Registration Form ……………………………………………. Front Pocket

Table of Contents ………………………………………………………..……..………… 1

Welcome Letter ………………..…………….……………………..……………………... 2

RLI Leadership ……………………….………………..…………………………………..

3

Agenda ………………..…………….……………………..……………………... Front Pocket

The Mission Statement, RLI Fact Sheet & RLI Manual ………….…………………... online

OUTLINES FOR THE RLI PART I COURSE

• Welcome & Introduction to RLI

Interactive Session introducing the participants, key concepts of The Rotary Leadership Institute, & a summary of the three RLI course agendas and reference materials.

5

• Leadership / Characteristics An examination of leadership and group dynamics, leadership in volunteer organizations, motivation of volunteers, and how to develop your own leadership style.

7

• Rotary Beyond the Club An overview of the purpose of Rotary & the administrative layers of Rotary International above the club level, both volunteer and paid. How can they help your club?

9

• Membership Retention

The first of two courses on Membership topics, this course centers on how we can effectively keep and involve quality members in our Rotary clubs.

14

• Introduction to The Rotary Foundation

An introductory look at the basic goals, programs & financing of The Rotary Foundation. An exploration of the importance & value that the Foundation brings to clubs & RI.

18

• Leadership / Team Building A directed study on the mechanism of action in Rotary Clubs- the committee, with emphasis on effective use of committees as a tool of leadership.

25

• Service Projects In a small group environment, Rotary leaders discuss the planning, execution, and necessary creativity required to implement a service project meeting real community needs

28

• Appendix of Other Resources …………………………………………………………… online

17 – 5300 Admiral Way, Delta, British Columbia, V4K 5G6 CANADA

? (604) 940-9365 [email protected] www.Rotary.org www.Rotary5040.org www.rotaryleadershipinstitute.org

ROTARY LEADERSHIP INSTITUTE Cascadia Division

Dear Friends, Rotary cannot rise above the quality of our club leadership. The future of Rotary and the service we give to our community locally and internationally depends on strong club leadership. Thank you for giving your time to attend this Rotary Leadership Institute course. Please share your ideas and be open to discuss your views for making Rotary better. The key to successful RLI training is participation. Please be tolerant of people with ideas that are different to yours and be open to change and new perspectives on Rotary. The Rotary Leadership Institute is a grassroots-training program begun in New Jersey in 1992 by club Rotarians. Its purpose is to help future club leaders prepare for their club and community leadership role through a quality training and educational experience. The RLI has spread to more than 110 districts in numerous countries because local clubs recognize the importance of training future leaders. The Rotary Leadership Institute is an unofficial affiliate of Rotary International, but not an official program of RI nor under its control. Clubs and districts looking to train Rotarians as leaders at local levels can now access online a wide array of resources developed by the Rotary Leadership Institute. Established in 1994 to assist in improving the Rotary knowledge and leadership skills of the future leaders of clubs and districts, the Rotary Leadership Institute is a multi-district program already functional in divisions around the world. Membership growth is dependent on the quality of Rotary clubs, as clubs with good leadership are more likely to involve their members in exciting service activities and programs and, consequently, to retain their members and attract new ones. The RLI curriculum is always under development. Your thoughts and ideas are important. By use of the evaluation form at the end of the course please share your critique of the content and of the discussion leader’s abilities. Your ideas will shape and change future RLI courses. On behalf of all of the RLI committee and faculty, we appreciate your commitment to Rotary and your community. Yours in Rotary Service, Chris Offer, PDG Penny Offer, AG Chair, RLI Cascadia Division Chair, District 5040 RLI Committee

ROTARY LEADERSHIP INSTITUTE CASCADIA DIVISION

DISTRICT 5040

RLI Executive Committee D5040 RLI Faculty

Dean Rohrs DGE Bob Blacker AG Penny Offer PDG Chris Offer Nancy Nikolai AG Penny Offer PDG Kevin Conway PDG Chris Offer PDG Leigh Higinbotham PDG Kevin Conway Nancy Wilson

District Governor District Representative Chair Cascadia Division Chair Facilities/ Registrar Coordinator Program Coordinator Treasurer Advertising/Marketing Coordinator Training Coordinator D5040 Representative Cascadia Division Regional Representative

1. PDG Chris Offer

2. PDG Leigh Higinbotham

3. PDG Kevin Conway

4. DG Dean Rohrs

5. Nancy Nikolai

6. AG Penny Offer

7. AG John Vokes

8. Dave Hamilton

9. Karen Harrison

10. Simon Fulber

RLI Student Outline- Part I RLI Outline Introduction to Rotary Leadership Page 4



Notes

INTRODUCTION TO RLI

Rotary Leadership Institute – Part I

Rev.2007-06-30 bww14

Introduction to RLI

Goals of the Session• Get Acquainted with Each Other • Examine the Goals of RLI• Review the Course Description• Become Familiar with the RLI Reference Materials: Book & Web

Session Topics

1. How do Rotarians’ similarities and differences strengthen Rotary?

2. What materials are available to support learning through RLI?

Materials • Session Overheads

• RLI Student Book

• Handout: The Rotary Leadership Institute Introductory Manual: Contents Page



THE ROTARY LEADERSHIP INSTITUTE Introductory Manual

(Materials located at www.RLI33.org )

Page Introduction 9 A Brief History of Rotary 9 Overview of the Organization of Rotary 10 The Club 10 New clubs 11 Membership 11 Classifications 12 How to propose a member 12 Avenues of Service 13 Attendance 13 Rotaract and Interact 15 Club Assemblies 16 Club Programs 16 Soliciting Clubs 16 The District 17 District Organization 18 District Goals 19 District Projects 19 District Events 20 Rotary International 21 The Secretariat 22 International Meetings 22 International Programs & Emphases 23 The Rotary Foundation 24 Rotary Foundation Programs 25 Foundation Fund Raising 26 Share System 27 Appendices Appendix I: "The Object of Rotary" 28 Appendix II: R.I. and Foundation Officers 29 Appendix III: III. Future Conventions of

Rotary International 30

Appendix IV: Adopted Resolution Regarding RLI

31



Notes

LEADERSHIP / CHARACTERISTICS


Rev.2007-06-30 bww14

Leadership /Characteristics

Goals of the Session?What are the Characteristics of

Leadership??How Do You Lead Volunteers??What Motivates People in a

Voluntary Organization??How Can You Develop your own

Personal Leadership Style?

Session Topics 1) What is Leadership?

a) Develop a working definition.

b) Define leadership in one word!

2) Are good leaders born or can leadership be taught?

3) Which is more important- good leaders or good followers?

4) Your Observations of Leadership in Rotary

a) What are the strong and the weak characteristics you have observed in leaders in your Rotary Club?

b) What seems to be the most significant differences between strong and weak Rotary Club leaders?


• Volunteer vs Professsional Overheads

• The Basics for Effective Leadership Are Really Basic

• 12 Leadership Essentials for the 21st Century



Notes c) Share your view of the characteristics of a good

Rotary leader.

5) What is vision? Why is vision an important quality for a Rotary leader to have?

6) Volunteer versus Business Organizations

a) What is the difference between leadership in a voluntary organization such as Rotary and leadership in a business organization?

b) What motivates someone in a business organization?

c) What motivates someone in a Rotary Club?

7) How is leadership exerted in a Rotary Club?

a) By the Club President?

b) By a Rotary member who is not an officer?

Summary

Good leadership requires: 1. Thought 2. Planning 3. Preparation 4. Willingness to try something new 5. Not being bound by the past 6. Confidence to take risks



Notes

ROTARY BEYOND THE CLUB Rotary International and the District


Rev.2007-06-30 bww14

Rotary Beyond the Club

Goals of the Session• Discuss the Purpose of Rotary• Dissect the Layers of the Organization• See how each Entity can Assist your Club

(NOTE that the programs of The Rotary Foundation & Rotary International will be covered in separate sessions) Session Topics 1) Important Rotary Guiding Concepts

a) Has anyone ever asked you what Rotary is all about? What do you tell them?

b) Where should we look for the purpose of Rotary?

c) What is the “Object of Rotary”?

d) What are the Four Avenues of Service?


• Handout A: Our Complex Organization

• Handout B: RI Strategic Plan 2007-2010

• Rotary Facts

• Rotary History

• Contact RI Staff



Notes 2) Rotary International (R.I.)

a) The Necessity for R.I. Why can't we just have clubs and not worry about these other entities?

i) Wouldn't it be cheaper if we didn't have to pay dues to R.I. and the district?

ii) Why do we need R.I.?

b) Are there any advantages in being an international organization?

c) How does R.I. control/rule the clubs? Is my club autonomous?

d) The Organization of R.I. :

Leadership?

Administration?

Legislation?

e) How do we contact R.I.? Where can we get information and help?

• The Rotary International Web Site www.rotary.org

• The Rotary Foundation Contact Center- Telephone Number: 866-9RO-TARY or 866-976-8279 or

e- mail [email protected] (U.S. and Canada only) or

f) Rotary Leadership Institute Web Sites:



Notes • RLI International (Umbrella Organization) at www.rotaryleadershipinstitute.org

• RLI Northeast America Division (Northeast US & Bermuda) www.RLINEA.com

• Zone 33 RLI (South Atlantic US – NC,SC,TN,VA,WV- & Southern Caribbean & Northeast coast of South America) www.RLI33.org

• RLI – Sunshine Division (Florida) www.rlitraining.org

g) District web sites - links on both Zone web site and R.I. web site, use format www.rotary5040.org.

3) The Rotary District

a) Why do we have districts?

b) What does a district governor do?

c) What does an assistant governor do?

d) Why is the district important to the club?

e) How does a club contact the district? How do we find out about OUR district?

4) Summarize/questions



Handout A: Our Complex Organization

Rotary Club

District Assembly (Club Delegates)

District Delegate to Council on Legislation

RI Council on Legislation

District Delegate to Nominating Committee for Zone Director

Nominating Committee for Zone Director

District RI Committees

District RI Committee Chairs

Regional RI Membership Coordinator RRIMC &

Zone Coordinators

RIMZC (volunteers)

Rotary International Secretariat (paid staff)

RI General Secretary

Assistant Governors &

District Leadership Team

Council of Governors District Governor

Rotary Zone

Zone Director of Rotary International

Board of Directors of Rotary

International

President of Rotary

International

District Rotary Foundation

Committee & Subcommittees

District Rotary Foundation Chair

Zone Gift Advisors

Regional Rotary Foundation

Coordinator RRFC

The Rotary Foundation Board of

Trustees

Chairperson of The Rotary Foundation



Handout B: Rotary International Strategic Plan 2007-2010

At its June 2007 meeting, the RI Board approved a new mission, vision, and set of core values for Rotary International, reaffirmed that Rotary's motto is Service Above Self, and adopted the priorities and goals established in the organization's 2007-10 Strategic Plan.

Rotary's new mission reads: The mission of Rotary International, a worldwide association of Rotary clubs, is to provide service to others, to promote high ethical standards, and to advance world understanding, goodwill, and peace through its fellowship of business, professional, and community leaders.

The vision of Rotary International is to be universally recognized for its commitment to Service Above Self to advance world understanding, goodwill, and peace.

Recognizing the role that core values play in driving the direction of the organization and the actions of members, the Board approved the following values as Rotary's guiding principles: Service, fellowship, diversity, integrity, and leadership.

"These core values are all reflected in The Four Way Test," said 2007-08 RI President Wilfrid J. Wilkinson. "By adopting a specific set of core values in the strategic plan, we can provide Rotarians with more explicit standards to guide and evaluate their actions."

In addition, the Board approved the following seven priorities as recommended by the RI Strategic Planning Committee:

• Eradicate polio

• Advance the internal and external recognition and public image of Rotary

• Increase Rotary's capacity to provide service to others

• Expand membership globally in both numbers and quality

• Emphasize Rotary's unique vocational service commitment

• Optimize the use and development of leadership talents within RI

• Fully implement the strategic planning process to ensure continuity and consistency throughout the organization.

Each priority is supported by a set of goals and success indicators to measure progress being made. Look for brochures, presentations, plan implementation progress reports, strategic planning models and guidelines for clubs and districts, and other information on the strategic plan in RI publications and on the Web site in upcoming months.

From www.rotary.org



Notes

MEMBERSHIP RETENTION


Rev.2007-06-30 bww14

Membership Retention

Goals of the Session• How to Effectively Retain

Members• Value of Orienting New

Members • Necessity of Educating

and Involving All Members

Session Topics

1) What are the benefits of retaining our current members?

2) What are we doing now to orient & retain new members?

3) What should we do after the initial 6-12 months to retain members?

4) How can we deal with the member who comes to meetings but doesn’t participate outside the meeting?

5) How important is good attendance? Is 100% necessary? What promotes good attendance?

6) Exit interviews with resigning members (handout attached)


• Handout: Resigning Member Survey

• Membership Development Resource Guide

• Member Education

• Member Survey

• Retention Slideshow

FIND

THEM

Qualifications

•Adult of good character

•Proprietor, partner, officer, manager, or

•Discretionary position in business/profession, or

•Retired from

above(Article V, Section 2, Rotary C

onstitution)

•Mem

bership Profile

TH

E M

EM

BE

RSH

IP PRO

CE

SSB

RIN

G TH

EM IN

Initial Contact

•Personal•Phone•M

ailC

lub Visit

•Cost

•Introduction•Follow

-up•R

ecordInform

ation•D

istrict Brochure

•Club B

rochure•This is R

otary•Potential Projects

Approvals

•Submit Proposal Form

(to Mem

bership Chair)

•Board A

pproval•Inform

Club M

embers

(10 days for comm

ents)

Pre-Induction•B

enefits•R

esponsibilities•C

ost•O

pportunities•Further Inform

ation•Prospect Inform

ation

Induction•Form

al Cerem

ony•Invite Fam

ily•N

ew M

ember Packet

KEEP TH

EM IN

TERESTED

Get Them

Involved•R

ed Badge Program

•Assign a M

entor•N

ew M

ember Forum

s •C

omm

ittee Assignm

ent•N

ew Project Participation

•Act as G

reeters•A

ttend Fireside Chats

Creating A

wareness

•Advertising

•Public Relations

•Brochures

RE

ME

MB

ER

:The key to retentionis an active club w

ith:good m

eetings,great program

s, andlots of activities,

in which all m

embers are involved!

Where to Look

•Classification Survey

•Friends / Family M

embers

•Business C

ontacts•N

ew / Existing B

usinesses•Places of W

orship•Form

erR

otaractorsG

SE team m

embers

RY

LA aw

ardeesY

outh Exchange participantsA

mbassadorial Scholars

•Other

Address R

esigning Mem

bers•C

onduct Exit Interviews

•Offer to forw

ard contact information

and dates of mem

bership toanother club

In all of the above it is critical to get buy in from the club on goals and to identify w

ho is responsible for each activity.

HM

H R

ev. 8/25/04

Membership Development Resource Guide 13

Appendix 3:Resigning Member Questionnaire

We regret that you are leaving our club. This questionnaire will help us assess your satisfaction withyour experience as a member of our club. The information you provide will benefit current and futureclub members. Please return the completed questionnaire to the club secretary.

Why are you leaving our club? (Please mark all that apply)

Relocating to a new community My fellowship expectations were not met

Lack of time My service expectations were not met

Competing priorities My networking expectations were not met

Financial constraints Did not feel included

Other

If you are moving, would you consider joining a Rotary club in your new place of residence oroccupation? Yes No

Did you feel welcome in our Rotary club? Yes No

If no, why not? (Please mark all that apply)

I felt demographically isolated: (Please mark/circle all reasons that apply)

Other members were OLDER / YOUNGER / DIFFERENT GENDER / DIFFERENT ETHNICITY.

Other demographic reason

I did not make an effort to meet other members.

Other members did not make an effort to interact with me.

Did you feel comfortable sharing concerns with club leaders? Yes No

If no, why not? (Please mark all that apply)

Club leaders had so many responsibilities, I did not want to burden them.

Club leaders had their own agenda and were not interested in other ideas.

I was not a member long enough to feel comfortable approaching club leaders.

I did not want to be perceived as a complainer.

Other

Did you participate in club projects and activities? Yes No

How did you become involved? I volunteered I was asked

I was VERY SATISFIED / SATISFIED / DISSATISFIED with my participation in club activities andprojects. (Please circle the appropriate response.)

417-C

14 Rotary International

If you were dissatisfied, why? (Please mark all that apply)

Insufficient knowledge Lack of resources

Personality conflicts Lack of support from other members

Cost Insufficient family involvement

Personal time conflicts Other

How do you feel about the level of our club’s involvement in the following types of activities?

ACTIVITY LEVEL OF CLUB INVOLVEMENT

Membership Development Excessive Adequate Insufficient Not Aware

Member Orientation Excessive Adequate Insufficient Not Aware

Local Service Projects Excessive Adequate Insufficient Not Aware

International Service Projects Excessive Adequate Insufficient Not Aware

Club Public Relations Excessive Adequate Insufficient Not Aware

Fundraising Excessive Adequate Insufficient Not Aware

The Rotary Foundation Excessive Adequate Insufficient Not Aware

Fellowship Excessive Adequate Insufficient Not Aware

How do you feel about the following additional costs associated with membership in our club?

TYPE OF COST PERCEPTION OF COST

Club dues Excessive Reasonable Inadequate

Cost of weekly meetings Excessive Reasonable Inadequate

Amount of club fines/assessments Excessive Reasonable Inadequate

Voluntary contributions to service projects Excessive Reasonable Inadequate

Voluntary contributions toThe Rotary Foundation Excessive Reasonable Inadequate

Did you enjoy our weekly meetings? Yes No

Please circle the appropriate response in the following questions:

The amount of Rotary content in our meetings was ADEQUATE / EXCESSIVE / INSUFFICIENT.

The length of our meetings was ADEQUATE / EXCESSIVE / INSUFFICIENT.

Our club should have held MORE / SAME AMOUNT / FEWER fellowship activities.

Our club bulletin contained SUFFICIENT / EXCESSIVE / INSUFFICIENT Rotary information.

Our club bulletin was (please circle all that apply)INTERESTING / USEFUL / INFORMATIVE / BORING / LIMITED / UNINFORMATIVE.

Our meetings were WELL ORGANIZED / POORLY ORGANIZED.

Our meeting time was CONVENIENT / INCONVENIENT.

Suggestion for change (if appropriate)

The location of our meeting was CONVENIENT / INCONVENIENT.

If inconvenient, suggestion for a different venue

Membership Development Resource Guide 15

Which of the following aspects of our meeting place do you find to be unsatisfactory?(Mark all that apply)

Service Décor/atmosphere

Meal quality Meal variety

Parking availability Safety of the area in which it is located

Other

Suggestion(s) for change

The following changes would improve club meetings:

Better speakers More focus on fellowship

Increased variety of program topics Increased emphasis on vocational information

More involvement of family Better time management

More service opportunities More leadership opportunities

How did your spouse/partner/family feel about your involvement in Rotary?

Proud of my involvement Felt it took too much of my time

Wanted to know more/be involved Felt it was too expensive

Sought interaction with other Rotary spouses/partners/families

Other

Is there anything that our club could have done differently to meet your needs?

Would you like us to contact the Rotary club in your new place of residence to notify them thatyou are interested in joining their club? Yes No

New place of residence:

City State/Province Country

Thank you for taking the time to complete this questionnaire and for your commitmentto improving our club.

MEMBERSHIP DEVELOPMENT:Six Retention Ideas

“Keeping the Member in Rotary — Keeping Rotary in the Member”

Action steps:

§ INFORM

§ INVITE

§ INDUCT

§ ORIENT

§ EDUCATE

§ INVOLVE

1. INFORM all non-Rotarian visitors of Rotary International's programs and a club profileoutlining the club's service efforts. A club should develop and distribute a club profile. Thisdocument could be added as an insert to This is Rotary and presented to all visitors. A recentcopy of THE ROTARIAN or regional Rotary magazine is also a good introduction to Rotary.

2. INVITE a prospective member with a personal visit by the proposer and a member of the club'smembership committee. The visit could be made by one Rotarian, but a second memberprovides additional Rotary knowledge and experience and gives the prospective member anotherpoint of contact after being accepted into the club. During the visit, the prospective membershould hear a description of:

§ Community service efforts and successes§ The international scope of Rotary service and fellowship§ Rotary's emphasis on high standards of character and integrity§ Rotary's broad-based community representation§ Rotary's attendence requirements and the club's dues structure

Rotarians extending the invitation must be well prepared and should consider ahead of time thepersonal interests and abilities of the prospective member in order to highlight areas of potentialpersonal involvement.

3. INDUCT new members in a dignified and meaningful manner. If possible, a spouse mightattend. The induction ceremony should be used as an opportunity to underscore the benefits andresponsibilities of being a Rotarian. A new member should be provided with:

§ A Rotary lapel pin§ Membership Identification Card§ An Object of Rotary suitable for framing§ The 4-Way Test suitable for framing or the 4-Way Test Desk Plaque

Other recommended materials include:

§ A copy of the club bulletin§ The district directory§ The latest District Governor's Newsletter§ The Rotarian or regional Rotary magazine§ A list of local clubs for make-up meetings§ The club badge; perhaps a history of the club itself; a club banner, etc.

During the ceremony, the new member might give a five minute talk about themselves, theirbusiness and families. Some clubs sing a song of welcome to the new member; other clubs havea ceremony where the club stands and applauds the new member and then the entire club linesup to shake the new member’s hand. The induction ceremony should be special. It shouldimprint on the new member an enthusiasm for membership.

4. ORIENT the new member properly. Providing an effective orientation for new membersthrough education is vital to their growth as individual Rotarians and will enable them toparticipate effectively in club activities.

a) The three key elements to an effective orientation include:

§ Benefits of membership§ Responsibilities of membership§ Opportunities for service

b) New members should be given a checklist outlining the many opportunities for gainingknowledge about Rotary and becoming involved in club activities. The new member's mentorshould deliver the checklist within one week of induction and provide guidance on completingeach step.

c) A new member's orientation should also include several opportunities for feedback on a widerange of issues, including the process and results of the orientation program itself. Effectivefeedback includes a mechanism for reporting comments to the club president, the assistantgovernor, and the district governor as appropriate.

d) Consider periodic meetings between new members and the governor's group representative,along with new member forums (facilitated by the RI President's representative) at the districtconference.

e) Consider scheduling the formal orientation programs in several sessions to enhance retention ofinformation.

5. EDUCATE the Rotarian. Most members leave our ranks because they were never reallyRotarians in the first place. An argument can be made that 80% of a club’s membership knowvery little about Rotary. Education can come about it two ways:

a) Completing the items listed below within six months will expand a new member's vision aboutopportunities for Rotary service.

i.) Attend new member orientation meeting(s)

ii) Read two or more of the following booklets (preferably all)

§ Getting Started in Rotary§ The ABC's of Rotary

§ The Rotary Foundation Fact Book§ Historical Review of Rotary

iii) Display the Object of Rotary or The 4-Way Test at your place of business

iv) Attend one or more of the following club functions:

§ Fellowship activity§ Board meeting§ Committee meeting§ Project activity

v) Complete one or more of the following tasks:

§ Serve as a greeter at a club meeting.§ Give a classification talk at a club meeting.§ Participate in a club service project.§ Make-up a meeting at another club.

vi) Expand Rotary to others

§ Invite a guest to Rotary§ Propose a new member

vii) Experience the internationality of Rotary

§ Host a Youth Exchange student for a meal or other activity.§ Host a Foundation Scholar for a meal or other activity.§ Host a Group Study Exchange team member for a meal or other activity.§ Host a Rotarian from another country in your home.§ Invite a business or professional non-Rotarian to apply for Group Study Exchange.§ Invite a non-Rotarian to apply for a Foundation scholarship.

viii) Attend one or more district meetings (listed in order of priority).

§ District conference§ District assembly§ Foundation seminar

ix) Choose a committee on which you would like to serve.

b) The club must make certain it has a continuing Rotary education policy in place. This educationprocess is essential for older members as well as newer ones. Research has shown that apositive program of continuing education can help increase a club's overall retention rate. Such aprogram would include some of the following components:

§ Frequent communication of Rotary news and information§ At least four club programs a year focused on continuing education§ Attendance at multi-district meetings that address continuing education§ At least two informal club assemblies a year§ Personal involvement of Rotarians in club and district projects and activities, particularly

those that require hands-on action§ District level seminars on continuing education§ Stimulating and efficiently run weekly meetings that keep members interested in Rotary§ Sharing of ideas and information on Rotary programs, projects, and activities at regular

commitee and fireside meetings§ Attendance at meetings of other clubs

These ideas are meant solely to educate the Rotarian about Rotary. Experience shows thatwhen one is knowledgeable about the organization, and involved, the chances for retaining asolid member are much greater.

6. INVOLVE the Rotarian in club committees, club fund raisers, board meetings, club meetings,club social activities, etc. There is nothing sadder in Rotary than to find a letter of resignationbecause a member didn’t feel “a part” of the club. Some methods of getting new membersinvolved in the affairs and activities of the club include:

§ Developing programs such as STAR (Special Training for Action in Rotary). By creating afriendly and informal atmosphere through small group meetings, programs such as STARhelp new members get acquainted with each other and some of the club's moreexperienced Rotarians.

§ Hold an information program for new members.§ Create special badges for new members to wear for one year. Encourage other members to

look for the badges and make a special effort to talk with the new members.§ Assign a new member to be a greeter or to introduce a guest speaker.§ As a club service assignment, have the new member serve as a delegate to the district

conference. A new Rotarian learns much about the world of Rotary and the vast projectsbeyond the borders of his/her own club - by attending the district conference. Some clubsassist the new member by paying part or all of the registration fees and costs of theconference. After the conference, ask the new members to give a report to the club.

§ Introduce a "commencement" program, where all club members who join in the same Rotaryyear work together on a project or meet on a special occasion.

§ Ask the new member - especially the younger ones - to find two or three other new membersfrom among his/her peer group. When one “sells” the Rotary idea to one’s friends, themember himself/herself becomes stronger and more enthused about Rotary. We thereforeaddress both the need for retention and the challenge of membership growth and agereduction.

In all of this, many clubs find it wise to involve the new member’s sponsor. The sponsor keepsclose contact with the new Rotarian - perhaps for the first six months or so - until the newmember is truly involved in the club.



Notes


• Handout 1: Programs of The Rotary Foundation

• Handout 2: Rotary Foundation Appreciation & Recognition Opportunities

• Foundation Facts

• Quick Reference Guide

• Foundation Programs

• Foundation Slideshows

• TRF Future Vision Plan

INTRODUCTION TO

THE ROTARY FOUNDATION


Rev.2007-06-30 bww14

Introduction to The Rotary Foundation

Goals of the Session• Review the Basic

Goals, Programs & Financing of The Rotary Foundation

• Discuss the Importance & Value of The Foundation to Clubs & Rotary International

(NOTE that Rotary International programs will be covered in a separate session on a different day) Session Topics 1) Wouldn’t it be something if we could put together

millions of dollars to fund Rotary International projects around the world to improve the lives of millions of people – maybe even wipe out diseases from the face of the earth!! How important would that be?

2) The Rotary Foundation of Rotary International has as its stated goal, to enable Rotarians to advance world understanding, goodwill, and peace through the improvement of health, the support of education, and the alleviation of poverty. Isn’t that presumptuous for a private organization? How does the Foundation do that? How important is it?

3) What do we know about the Foundation?

a) What does it do?



Notes b) Who runs the Foundation?

c) Would it be better if Rotary International ran the programs of the Foundation?

4) Because the Foundation operates on an international scale, what does it mean to our local clubs? How does it benefit our clubs?

5) The SHARE Program: What is it? How does it work? (Please note that the details of SHARE are the subject of a Part II class)

6) How can our club participate in Foundation Programs?

Examples of how clubs participate in Foundation Programs:

• Local children are selected for Ambassadorial Scholarships • We get to know people from abroad studying here at our universities • Rotarians and young professional people go on GSE visits • We use District Simplified Grants in local community service projects • Our clubs have the opportunity to host and make friends with GSE teams from abroad • Our teachers get grants for teaching abroad • Our clubs obtain resources for international service projects • We design and implement international service projects with the help of a sister club/district abroad • We seek planning funds to visit the project country

7) Fund Development

• Annual Programs Fund

• Permanent Fund

• Promotional and Administrative costs



8) How can we do our share to raise funds for The Foundation?

9) What is meant by Every Rotarian Every Year? (EREY)

10) Rotary Foundation Giving Recognition (See Handout 2)

11) Organization of the Foundation –Trustees, Regional Coordinators & Advisors.

12) Contact information is easier than ever before. See:

a) The Rotary Foundation page at www.Rotary.org

b) The Rotary Foundation Contact Center at Phone: 866-9RO-TARY or 866-976-8279 (U.S. and Canada only) or E-mail: [email protected] . Foundation Specialists answer calls Monday through Friday from 9:00am to 6:00pm, EST.



Handout 1: Rotary Foundation Programs Summary

The Rotary Foundation carries out its programs, fund development and management on the basis of voluntary contributions and investment earnings on those contributions. No part of the per-capita dues paid by Rotarians to Rotary International supports the work of the Foundation. The Trustees of the Foundation have agreed that, with a few exceptions, no award under programs supported by The Rotary Foundation will be made to a Rotarian; a parent, grandparent, child, or grandchild of a Rotarian or their spouses.

Educational Programs

Scholarships

Based on decisions of your district, the following scholarships are available: Academic-Year Ambassadorial Scholarship; Multi-Year; Cultural; Vocational Study Scholarships. Applications are available from your district chairman. IT IS IMPORTANT THAT YOU KNOW WHICH SCHOLARSHIPS ARE OFFERED BY YOUR DISTRICT.

Rotary Grants for University Teachers to Serve in Developing Countries This program began in 1985 as a pilot program. The purpose of the Grants for University Teachers is to build international understanding and friendship while strengthening higher education in low-income countries.

Group Study Exchange

The Group Study Exchange (GSE) program provides grants for teams of outstanding non-Rotarian business and professional persons to travel between paired Rotary districts in different countries. Teams spend four to six weeks abroad where they study their host country's institutions, economy, and lifestyles; observe their own professions in that country; and discuss ideas with local citizens while developing friendships. EVERY CLUB SHOULD IDENTIFY POTENTIAL APPLICANTS FOR THIS PROGRAM.

Humanitarian Programs

A prerequisite for Rotary Foundation grant support, except for District Simplified Grants, is that a project must be international. To be considered international, a project must involve active participation by a reasonable number of Rotarians in the benefiting country and at least one other country.

District Simplified Grants

District simplified grants provide an opportunity for districts to use a portion of their District Designated Funds (DDF) to implement humanitarian projects. Districts may choose to undertake a large service project or support endeavors of clubs. Maximum funding is 20% of the district's newly credited DDF.



Volunteer Service Grants

Volunteer Service Grants subsidize travel of individual or small groups for qualified international humanitarian service in Rotary countries for periods up to 60 days. The grants also support the advance planning activities of Rotary clubs and districts designing international service projects. The maximum funding is US$3,000 for one person or US$6,000 for a team of up to 5 persons. The minimum stay for a VSG is 10 days.

Matching Grants

Matching Grants assist Rotary clubs and districts in carrying out humanitarian service projects in cooperation with a Rotary Club or district in another country. Grants fund small, one-time-only projects, with consideration given to those that can be sustained after completion. Matching Grant types are categorized by the amount requested from TRF. (The minimum grant award is now US$5,000) Competitive Matching Grants run from US$25,001 to $150,000).

Health, Hunger, and Humanity (3-H) Grants

3-H Grants fund long-term, self-help grassroots development projects which are too large for one club or district to implement on its own. 3-H Grants range from $100,000 to $500,000 paid out over two to five years.

PolioPlus Program

PolioPlus grants provide polio vaccines and mobilize community resources in support of international efforts to immunize children and eradicate polio worldwide. Rotarians' contributions to the global polio eradication effort exceed $600 million. PolioPlus Grants are made for special eradication activities in selected countries where the government, the World Health Organization, Rotary and other donor agencies have drawn up a cooperative plan showing their respective roles, support and activities.

The Rotary Foundation of Rotary International www.rotary.org

The Rotary Foundation of Rotary International

AApppprreecciiaattiioonn && RReeccooggnniittiioonn OOppppoorrttuunniittiieess

The Rotary Foundation welcomes a number of opportunities to show its appreciation to individuals and clubs for personal outright contributions supporting its humanitarian and educational programs. IINNDDIIVVIIDDUUAALL RREECCOOGGNNIITTIIOONN OOPPPPOORRTTUUNNIITTIIEESS

RROOTTAARRYY FFOOUUNNDDAATTIIOONN SSUUSSTTAAIINNIINNGG MMEEMMBBEERR A Rotary Foundation Sustaining Member (RFSM) is an individual who personally contributes US$100 or more each year to the Annual Programs Fund. These contributions also count toward Paul Harris Fellow, Multiple Paul Harris Fellow, Paul Harris Society, Major Donor, and club recognition. Contact your Rotary club president to obtain the annual RFSM badge sticker in appreciation of RFSM achievement.

PPAAUULL HHAARRRRIISS FFEELLLLOOWW Paul Harris Fellow (PHF) recognition is given in appreciation to anyone who contributes, outright or cumulatively – or in whose name is contributed – a gift of US$1,000 or more to the Annual Programs Fund, PolioPlus, PolioPlus Partners or the Humanitarian Grants program. The recognition consists of a certificate, pin, and medallion.

CCEERRTTIIFFIICCAATTEE OOFF AAPPPPRREECCIIAATTIIOONN Occasionally, a donor contributes US$1,000 and wishes to recognize a business or organization. In these instances, since Paul Harris Fellow recognition can only be presented to individuals, a Certificate of Appreciation is given instead.

MMUULLTTIIPPLLEE PPAAUULL HHAARRRRIISS FFEELLLLOOWW Multiple Paul Harris Fellow recognition is extended at subsequent $1,000 levels (e.g., $2,000, $3,000). Recognition consists of a pin with additional stones corresponding to the recipient’s recognition amount level.

US $2,000 to 2,999.99 - one sapphire 3,000 to 3,999.99 - two sapphires 4,000 to 4,999.99 - three sapphires 5,000 to 5,999.99 - four sapphires 6,000 to 6,999.99 - five sapphires 7,000 to 7,999.99 - one ruby 8,000 to 8,999.99 - two rubies 9,000 to 9,999.99 - three rubies

PPAAUULL HHAARRRRIISS SSOOCCIIEETTYY The Paul Harris Society is a district-administered recognition for those who elect to personally contribute US$1,000 or more each year to the Annual Programs Fund, PolioPlus, PolioPlus Partners or the Humanitarian Grants program. Individual districts handle all associated recognition for this program, and inquiries should be directed accordingly. Paul Harris Society contributions are eligible toward Rotary Foundation Sustaining Member, Paul Harris Fellow, Multiple Paul Harris Fellow, and Major Donor Recognition.

MMAAJJOORR DDOONNOORR The Rotary Foundation recognizes those individuals or couples whose combined personal giving has reached US$10,000, regardless of the gift designation. Major Donors may elect to receive a crystal recognition piece and pin(s) commemorating the gift at each new recognition level.

US $10,000 to 24,999.99 – Level One 25,000 to 49,999.99 – Level Two 50,000 to 99,999.99 – Level Three 100,000 to 499,999.99 – Level Four 500,000 to 999,999.99 – Level Five 1,000,000 or greater – Level Six

TThhee RRoottaarryy FFoouunnddaattiioonn ooff RRoottaarryy IInntteerrnnaattiioonnaall AApppprreecciiaattiioonn && RReeccooggnniittiioonn OOppppoorrttuunniittiieess

The Rotary Foundation of Rotary International www.rotary.org

IINNDDIIVVIIDDUUAALL RREECCOOGGNNIITTIIOONN OOPPPPOORRTTUUNNIITTIIEESS ((CCOONNTTIINNUUEEDD))

RROOTTAARRYY CCLLUUBB RREECCOOGGNNIITTIIOONN OOPPPPOORRTTUUNNIITTIIEESS

AARRCCHH CC.. KKLLUUMMPPHH SSOOCCIIEETTYY Donors who contribute US$250,000 or more may have their portraits displayed in the Arch C. Klumph Gallery at Rotary International’s World Headquarters in Evanston, Illinois, USA. Donors receive a certificate signed by the President of Rotary International and the Chairman of The Rotary Foundation, and they are invited to a special event at annual RI conventions. The society is named in honor of The Rotary Foundation’s founder, Arch C. Klumph.

BBEENNEEFFAACCTTOORR A Benefactor is someone who informs The Rotary Foundation in writing that he or she has made a provision in his/her estate plans for The Rotary Foundation or by making an outright gift of US$1,000 or more to the Permanent Fund. Benefactor recognition consists of a certificate and insignia to be worn with a Rotary pin.

BBEEQQUUEESSTT SSOOCCIIEETTYY The Rotary Foundation recognizes those couples or individuals who have made commitments in their estate plans totaling US$10,000 or more. Donors may elect to receive an engraved crystal recognition piece and a Diamond Circle pin commemorating the commitment at each new recognition level.

US $10,000 to 24,999.99 – Level One 25,000 to 49,999.99 – Level Two 50,000 to 99,999.99 – Level Three 100,000 to 499,999.99 – Level Four 500,000 to 999,999.99 – Level Five 1,000,000 or greater – Level Six

EEVVEERRYY RROOTTAARRIIAANN EEVVEERRYY YYEEAARR CCLLUUBB This banner is awarded to clubs that achieve a minimum $100 per capita and 100% participation with every active member contributing some amount to the Annual Programs Fund during the Rotary year. This annual banner recognition is awarded at the conclusion of the Rotary year.

110000 PPEERRCCEENNTT PPAAUULL HHAARRRRIISS FFEELLLLOOWW CCLLUUBB To be eligible, every active (dues-paying) member of the club must be a Paul Harris Fellow at the time banner recognition is requested. The club’s name is engraved on a plaque permanently displayed at Rotary International World Headquarters. This one-time only banner recognition is awarded throughout the Rotary year.

110000 PPEERRCCEENNTT RROOTTAARRYY FFOOUUNNDDAATTIIOONN SSUUSSTTAAIINNIINNGG MMEEMMBBEERR CCLLUUBB Rotary clubs must achieve a US$100 per capita and every active member of the club must personally contribute US$100 or more to the Annual Programs Fund during the Rotary year. This annual banner recognition is awarded at the conclusion of the Rotary year, and is based on active membership as of 30 June.

TTOOPP TTHHRREEEE PPEERR CCAAPPIITTAA IINN AANNNNUUAALL PPRROOGGRRAAMMSS FFUUNNDD GGIIVVIINNGG Banners are given to the top three per capita giving clubs in each district. To be eligible, clubs must achieve a minimum $50 per capita. This annual banner recognition is awarded at the conclusion of the Rotary year.

Please note: Top Three in Annual Programs Fund Giving banners were discontinued as of 1 July 2005



Notes

LEADERSHIP / TEAM BUILDING


Rev.2007-07-06 bww15

Leadership/ Team Building

Goals of the Session• Explore How Committees and Team Building are Used in Rotary Clubs• Discuss the Advantages and Disadvantages of Committees• Examine Committees as a Tool of Leadership

Session Topics 1) Why should we use team building & committees in a

Rotary club?

a) Wouldn’t we be better off just having individuals do what has to be done?

2) Try to pinpoint advantages and disadvantages of committees and the team building approach…

i) When should we use committees and when should we not?

ii) Some possibilities

3) How can we make effective use of Rotarian teams & committees?

a) Appointing the right people?


• Handout A: Club Committee Structure

• Club Committee Manuals

• Club Leadership Plan Summary

• Club Leadership Plan Publication

• Club Leadership Plan FAQs

• District Committee Handbook



Notes

b) How many committees are needed? What is the Club Leadership Plan. See Attachment. Has my club adopted the Club Leadership Plan? Why or why not?

c) Defining the committee’s mission

d) What is the role of the Chair?

e) What are needed roles within the team?

f) What is the ideal size of the Committee?

4) The committee meeting

a) When, where, how often should committees meet?

i) Before or after the club Meeting?

ii) At a separate time or place?

b) How can we get the committee members to attend the meeting?

c) How can we build team spirit?

d) How can a Chair bring out the best in the committee?

5) Committee Breakout



Club Committee Structure under the Club Leadership Plan (Recommended form of Bylaws by Rotary International for Rotary Clubs)

Alternative Club Committee Structure (Four Avenues of Service Model)

Club Leadership Plan Worksheet

Club presidents should use this worksheet to plan their club’s implementation of the Club Leadership Plan. The strategies listed in each section are common ways clubs might choose to implement the Club Leadership Plan in conjunction with the Planning Guide for Effective Rotary Clubs and the Recommended Rotary Club Bylaws. This worksheet, the planning guide, and the bylaws are all based on practices of effective Rotary clubs. Rotary Club of Name of club president: Rotary year of office: Implementation 1. Our club has developed a long-range plan that addresses the club’s

service goals for the next 3-5 years including service projects, membership, The Rotary Foundation, and leadership development. Include how the club will promote its activities in each of these areas. Use a separate sheet and attach to this worksheet.

2. The club has completed the Planning Guide for Effective Rotary Clubs to

address goals for the upcoming Rotary year. 3. Club assemblies have been planned for the following dates to prepare for

the upcoming year and keep club membership informed: Club assembly after district assembly: Club assembly in preparation for governor’s official visit: Other club assemblies:

4. The club has developed a communication plan. Use a separate sheet and

attach to this worksheet. 5. The club has developed a system for continuity in leadership.

President-elect and president-nominee are involved in decision making.

Chair-elect appointed in addition to chair for each committee. 6. The club has adopted the Recommended Rotary Club Bylaws.

Note that the latest version of the Recommended Rotary Club Bylaws can be obtained from the RI Web site. Outline any enhancements to the bylaws on a separate sheet and attach to this worksheet.

7. Fellowship activities have been planned for the year. Use a separate sheet and attach to this worksheet.

8. The club has developed a system for keeping all members active in the

club. All members appointed to a committee.

All members involved in a service project. New members have assigned activities to help them get involved in

the club. 9. The club has developed a comprehensive training plan.

President-elect attends PETS on . All incoming club leaders attend district assembly on . New member orientation is offered .

Club members are encouraged to attend: District Rotary Foundation seminar on District membership seminar on District leadership seminar on District conference on

Committees Club board of directors receive club committees reports every . The following Rotarians will be appointed: Membership Chair Vice chair Past chair Members Public relations Chair Vice chair Past chair Members Service projects Chair Vice chair Past chair Members

The Rotary Foundation Chair Vice chair Past chair Members Club administration Chair Vice chair Past chair Members Other (if needed): Chair Vice chair Past chair Members

Use a separate sheet to list additional committees as needed and attach to this worksheet



Notes

SERVICE PROJECTS


Rev.2007-06-30 bww14

Service Projects

Goals of the Session

?Discuss planning and executing a service project

?Encourage creativity in projects

Session Topics

1) You have been appointed to chair a committee to develop a new service project for your Rotary Club.

a) How do you start?

b) Delineate the steps you should take.

c) Establish the procedure you would use to identify a need in your community.

d) How do you determine the feasibility and advisability of a project?

e) How can your club raise or obtain the necessary funding?


• Communities in Action Rotary Publication

• Menu of Service Opportunities

• Community Assessment Tools



Notes f) What factors are necessary to make your project work?

2) Outline a “business plan” for a service project.

a) Cover funding

b) Procedure to bring project to fruition

c) Gaining support of club members and the community

d) Time line

3) Creating Service Project

a) Divide into groups

b) Follow outline in the “business plan.”

Documents

Rotary Leadership Institute sm.pdfRev. 37 bww 07/08/2007 TABLE OF CONTENTS ... 4. DG Dean Rohrs 5. Nancy Nikolai 6. AG Penny Offer 7. AG John Vokes 8. Dave Hamilton 9. Karen Harrison