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OPENING SESSION

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Welcome to

Learning to Lead 2023!!

As you enter the room, please write on large Post-It Note and add to one of the flipcharts at the front:

What is one specific goal you have for your year as governor?

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Facilitation�Team

GETS…

PETER SCHULTZ DISTRICT 5060

SUE GOLDSEN DISTRICT 6400

GNTS…

TRACEY VAVREK DISTRICT 5360

CINDIE KISH DISTRICT 7210

INTERNATIONAL ASSEMBLY…

JANET KOLEP DISTRICT 7430

DAN DOHERTY DISTRICT 5360

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GETS Track Together GNTS Track

Thursday 28 September

8:30-9:00am Opening Session

9:00-12:00pm Motivating Your District Preparing to Lead

Supporting & Developing Clubs Understanding Your District

12:00-1:30pm Plenary Luncheon

1:45-5:00pm Supporting TRF Rotary Priorities

Promoting Our Brand & Our Story Working with Club and District Support

Preparing for I.A. Working with Young Leaders

5:00-6:00pm Graduation Rehearsal Break

6:00-7:00pm Cocktail Reception

7:00-9:00pm Plenary Dinner

Friday 29 September

8:30-9:30am Managing Your District

9:30-12:00pm Working with CDS Planning Your Events with Partners

Engaging with Clubs Addressing Challenges in Your District

12:00-1:30pm Plenary Luncheon

1:45-5:15pm Communicating for Success

Q&A with RIDE Chris Visit with RI Foundation Trustees

From Plan to Action

Closing Session

5:15-6:00pm Break

6:00-7:00pm Cocktail Reception

7:00-9:00pm Plenary Dinner

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Expectations

We will work together with our fellow Learning to Lead participants to ensure the maximum benefit for all!

Be prepared & take notes.
Be engaged.
Stay on topic and be brief.
Respectful of others at all times.
Open to new ideas.
Avoid distractions (silence your devices, no texting).

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Back to our opening question…

What is one specific goal you have for your year as governor?

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See “Rotary’s Action Plan”

in Appendix 1…

Consider how this can help you talk about Rotary in new ways & achieve your goals

Work alone on questions WB pg.2
Work with DGN/DGE partner to compare
Share out

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QUESTIONS?

Royal Blue�R23,G69,B143

Azure�R0,G93,B170

Sky Blue �R1,G180,B231

Violet�R135,G33,B117

Orange�R255,G118,B0

Gold�R247,G168,B27

Cranberry�R217,G27, B92

Turquoise�R0,G153,B153

Rotary Leadership Colors

Secondary Colors

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BREAK….BE BACK PROMPTLY PLEASE!

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GNTS/GETS workbook page number 3-4

Sue Goldsen and Dan Doherty

MOTIVATING YOUR DISTRICT

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OUR LEARNING OBJECTIVES:

Describe how you will motivate Club and District Leaders

Develop specific strategies to make your learning events engaging, innovative and inclusive.

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MOTIVATING YOUR DISTRICT

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What motivates you to be a volunteer leader?

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MOTIVATING YOUR DISTRICT

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DEVELOPING YOUR TEAM:

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What makes an effective leader?

Dan - Pose question: What makes an effective Leader----- 9:35am-10:00am

These are points that should come out or be made: Rotary and Rotaract Clubs create opportunities for their members to develop skills and connections if members are enjoying their club experience, they are more motivated to see leadership roles cultivate and motive them.

Your learning events are some of your best opportunities to interact with proven and potential leaders ---work with your trainer to make sure these events are engaging and valuable.

Encourage club and district leaders to seek out new members or those from underrepresented groups for leadership roles.

Use your year as governor as an opportunity to strengthen your relationship with alumni in your district. Keep them involved as volunteers and partners in service so they are ready for leadership roles in the future.

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DEVELOPING YOUR TEAM:

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EFFECTIVE LEADERS BUILD TEAMS THAT ENGAGE PEOPLE WITH DIFFERENT EXPERIENCE AND BACKGROUNDS!

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ACTIVITY INSTRUCTIONS FOR MOTIVATING YOUR DISTRICT

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Table 1 Col 1-1 Col 2-1

Table 2 Col 1-2 Col 2 -2

Table 3 Col 1-3 Col 2-3

Table 4 Col 1-4 Col 2-4

Table 5 Col 1-1 Col 2-1

Table 6 Col 1-2 Col 2-2

Table 7 Col 1-3 Col 2-3

Table 8 Col 1-4 Col 2-4

Table 9 Col 1-1 Col 2-1

Dan will explain: 20 minutes total be done by 10:20am

---WE WANT TO DEVELOP SPECIFIC STRATEGIES TO MAKE YOUR

LEARNING EVENTS ENGAGING-INNOVATIVE AND INCLUSIVE!

Break out into groups----we have 9 tables….YOU HAVE 10 MINUTES TO DISCUSS AND THEN EACH GROUP WILL REPORT OUT FOR A MINUTE

Small Group Activity: Effective Events

Making events engaging, innovative and inclusive:

In this activity, participants will discuss strategies for making learning events and other district events engaging, innovative, and inclusive.

Divide participants into 9 groups of 4-6 people. Complete the chart on page 3 of the Workbook, assign one event from column 1 and one event from column 2 to each group.
(9 mins) Each small group to discuss the questions and develop responses for their assigned events.
(9 mins) Each group has 1 minute to share their best responses with the whole group.

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QUESTIONS?

Royal Blue�R23,G69,B143

Azure�R0,G93,B170

Sky Blue �R1,G180,B231

Violet�R135,G33,B117

Orange�R255,G118,B0

Gold�R247,G168,B27

Cranberry�R217,G27, B92

Turquoise�R0,G153,B153

Rotary Leadership Colors

Secondary Colors

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BREAK….BE BACK PROMPTLY PLEASE!

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Workbook Pages 9 & 10

Peter Schultz & Zone Coordinators:

Herb Klotz (Z32) & Louisa Horne (Z28)

Supporting & Developing Clubs

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Learning Objectives…

At the conclusion of this session, you will be better able to:

Address membership challenges in existing clubs.
Develop a plan to support new club development in their district.

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Rotary Coordinators

Doug Logan

Zone 28

2021-2024

Herb Klotz

Zone 32

2021-2024

Louisa Horne

Zone 28

2024-2027

Cindie Kish

Zone 32

2024-2027

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Supporting

Existing Clubs

How will you know which clubs are having difficulty keeping members engaged?

How can you help them?

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Supporting�Existing Clubs

What? Examples?

Resistance??

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North American

Clubs 15%

North American

Clubs 12%

Surveyed Clubs

12%

Surveyed Clubs

23%

Average Attrition

Average Attraction

Slide 6: Peter 3 min (20 – 23)

**ANIMATED slide…

Describe 2022 Survey then ask Key Questions:

Can anyone tell us what we mean by “Average Attrition” and/or “Average Attraction”?

Attrition is the average annual rate at which a club loses members.
Attraction similarly is the rate at which it gains members.

What do you think is normal for attrition (why, and by how much)?

All clubs will lose members, and research has indicated that a “healthy” club will have an attrition rate of less than 15%.
A healthy club should have an attraction rate that is 5% higher.

(click)

The North American averages clearly reflect our average loss of membership, attrition a little high and attraction well below the +5% benchmark. But the surveyed clubs…

(click)

Are doing a good job of engaging members and keeping them in Rotary, AND are providing a Rotary experience that is attracting new members at a healthy rate!

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ATTRIBUTES OF GROWING CLUBS

s

EFFECTIVE GOVERNANCE (Intentional Leadership)

ACTIVE, INTENTIONAL MEMBER ENGAGEMENT

DYNAMIC, MEANINGFUL SERVICE

STRONG PUBLIC IMAGE

(WELL KNOWN IN COMMUNITY)

DIVERSITY, EQUITY & INCLUSION

Slide 7: Peter - 12 min (22 – 35)

***ANIMATED SLIDE:

For each of the 5 features facilitate, ask what supports this feature…

(click) Engagement… significantly active & intentional

Key Points for Engagement:

Great meetings & strong fellowship
Flexible meetings
New members engaged right away
Saying “Thank You”

(click) Service… I’m sure this is not news! But it’s important to be hands-on.

Key Points for Service:

Signature projects
Include community

(click) Public Image.

Key Points for PI:

Social media
Focus on member attraction

(click) Diversity, Equity & Inclusion

Key Points for DEI:

Membership reflects community
Members feel valued

(click) Most Important is effective Governance.

Key Points for Governance:

Documented plan for growth
Routinely set goals (including membership)
Leadership succession
Membership is EVERYBODY’S focus

It all comes down to leaders (and NOT just the club president) who set up the conditions for success!

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What are your opportunities to start new clubs in your district?

Developing New Club Models

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Developing New Club Models

What? When?

How? Who?

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Small Group Activity

~5 minutes: Consider 2 questions WB-16 & 17 for your assigned scenario

Would you focus on making changes to the club or developing a new club?

Report-out ~2 min per scenario

How would your district support the members involved – now AND over next 2-3 years?

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QUESTIONS?

Royal Blue�R23,G69,B143

Azure�R0,G93,B170

Sky Blue �R1,G180,B231

Violet�R135,G33,B117

Orange�R255,G118,B0

Gold�R247,G168,B27

Cranberry�R217,G27, B92

Turquoise�R0,G153,B153

Rotary Leadership Colors

Secondary Colors

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LUNCH. SEE YOU AT 1:45PM

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GETS Workbook p15 Facilitator Sue Goldsen RRFC’s / Eileen Rau & Ingrid Neitsch

TRF Trustees: PRIP and Rotary Foundation Trustee Jennifer Jones and

Rotary Foundation Trustee Dennis Shore

SUPPORTING THE ROTARY FOUNDATION

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GETS Workbook p15 Facilitator Sue Goldsen RRFC’s / Eileen Rau & Ingrid Neitsch

TRF Trustees: PRIP and Rotary Foundation Trustee Jennifer Jones and

Rotary Foundation Trustee Dennis Shore

SUPPORTING THE ROTARY FOUNDATION

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OUR LEARNING OBJECTIVES

At the conclusion of this session, you will be better able to:

Build support for District Grants and Global Grants

Support and recognize giving to The Rotary Foundation.

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MEET YOUR RRFC'S

INGRID NEITSCH EILEEN RAU

ZONE 28 RRFC ZONE 32 RRFC

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Sue: IT'S NOW MY PLEASURE TO INTRODUCE EILEEN RAU AND INGRID NEITSCH 1:50-1:55pm

Eileen and Ingrid, could you please introduce yourselves TELL US WHAT YOUR ROLE IS and how you can help Districts by working with Governors and the DRFC's:

---Give an example of how you have successfully collaborated with a district district to achieve it's goals.

---List seminar and educational opportunities available

---Let them know the type of reports you can help them receive for district analysis.

THEN INTRODUCE our guests, who serve as Trustees of the Rotary Foundation.

EILEEN: IT’S NOW OUR PLEASURE TO INTRODUCE OUR GUESTS.

JENNIFER JONES: IMMEDIATE PAST PRESIDENT OF ROTARY INTERNATIONAL AND Trustee 2023-27, Rotary Club of WINDSOR ROSELAND, WINDSOR ONTARIO

INGRID: Dennis Shore, Rotary Club of Hawthorn in District 9800, Austrailia, Trustee 2023-2027

I also want to point out that Martha (Marty) Peak Helman: Rotary Club of Boothbay Harbor, Maine, USA Trustee 2022-2026 could not be here due to a Peace Committee meeting, she will be joining us tonight and Peter and Sue have asked her to stop by and visit with all of you for a brief time.

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CHANGING COMMUNITIES WITH DISTRICT AND GLOBAL GRANTS

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PRIP Jennifer Jones, 2023-2027 Rotary Foundation Trustee

Dennis Shore, 2023-2027

Rotary Foundation Trustee

Marty Helman, 2022-2026

Rotary Foundation Trustee

SUE: THE THREE OF US (Ingrid, Eileen and I ) ARE GOING TO HELP LEAD THE CONVERSTATION ON VARIOUS TOPICS REGARDING OUR ROTARY FOUNDATION, AND I AM GOING TO ASK ALL OF YOU AS WE WEAVE FROM AREA TO AREA, TO PLEASE CONSIDER ASKING ADDITIONAL QUESTIONS ON THE TOPICS WE ARE SPEAKING OF AND THEN AT THE END WE’LL HAVE A Q & A SECTION FOR YOU TO ASK OTHER QUESTIONS

We’re first going to talk about changing communities with district and global grants. 1:55pm-2:25pm

EILEEN: DENNIS- HOW DO YOU RECOMMEND BEST ADMINISTERING DDF? WHAT POLICIES WORK WELL? WHERE DO YOU THINK DISTRICTS HAVE THE BIGGEST STUMBLING POINT ON DDF POLICIES OR ADMINISTERING IT?

INGRID: JENNIFER, I WONDERED IF YOU COULD HELP EXPLAIN HOW DISTRICTS MIGHT USE DDF OR FOUNDATION GRANT FUNDS FOR PROJECTS IN THEIR COMMUNITIES/DISTRICTS AND AROUND THE WORLD?

INGRID: DENNIS: HOW DOES ROTARY’S AREAS OF FOCUS INFLUENCE ALL OF US AS WE FUND RAISE OR DO SERVICE PROJECTS?

EILEEN: JENNIFER: DO YOU HAVE SOME TIPS YOU CAN SHARE ON HOW DGE’S CAN HELP CLUBS THAT HAVE BEEN INVOLVED WITH A GLOBAL GRANT TELL THEIR PEOPLE OF ACTION STORIES SO THAT OTHER CLUBS MIGHT BE INSPIRED TO PURSUE A GRANT?

EILEEN: (BY SHOW OF HANDS DGE’S DO YOU TAKE THE AREA’S OF FOCUS INTO CONSIDERATION AS YOUR PLANNING FOR THE COMING YEAR AS IT PERTAINS TO THE FOUNDATION AND PROJECTS YOUR DISTRICT IS DOING)

EILEEN: JENNIER: STEWARDSHIP IS SO IMPORTANT AS WE RAISE DOLLARS AND DO PROJECTS, CAN YOU OFFER SOME WORDS OF WISDOM AND BEST PRACTICES THAT DGE’S AND THEIR FOUNDATION COMMITTEES SHOULD FOLLOW?

SUE: DGE’S ARE THERE ANY AREAS IN YOUR DISTRICT THAT YOU FEEL YOU COULD DO A BETTER JOB OF, AS IT PERTAINS TO TAKING ADVANTAGE OF OPPORTUNITIES FOR USING FUNDS FROM THE FOUNDATION?

EILEEN: I’D LIKE TO ASK EACH OF OUR TRUSTEES TO GIVE US ONE IDEA ON HOW TO ENCOURAGE CLUBS TO APPLY FOR DISTRICT GRANTS AND THEN ONE IDEA FOR APPLYING FOR A GLOBAL GRANT

INGRID: DGE’S DO YOU HAVE ANY OTHER IDEAS OR THOUGHTS ON HOW TO ENCOURAGE CLUBS TO APPLY THAT YOU ARE PLANNING?

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RAISING FUNDS TO CREATE LASTING CHANGE

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PRIP Jennifer Jones, 2023-2027 Rotary Foundation Trustee

Dennis Shore, 2023-2027

Rotary Foundation Trustee

Marty Helman, 2022-2026

Rotary Foundation Trustee

2:25-2:50pm

SUE: JENNIFER CAN YOU START US OFF BY GIVING OUR DGE’S SOME IDEAS ON HOW THEY MIGHT BE ABLE TO ENCOURAGE CONTRIBUTIONS FROM MEMBERS IN THEIR DISTRICTS? BOTH TO THE TO THE POLIO PLUS FUND AND ANNUAL FUND?

AND AS A FOLLOW UP--- HOW CAN WE INVOLVE ROTARACTORS IN OUR FUNDRAISING EFFORTS?

INGRID: DENNIS, WHAT IS THE BENEFIT OF SHARING PROGRESS ON FUNDRAISING GOALS WITH PARTICIPANTS AND DONORS?

EILEEN: JENNIFER: YOU HAVE TRAVELED QUITE A BIT FOR ROTARY, IN YOUR TRAVELS DO YOU HAVE SOME STAND OUT FOUNDATION EVENTS----THANK YOU ONES’ OR FUNDRAISING ONES’ THAT WE CAN ALL LEARN FROM. WHAT ARE SOME OF THE WAYS YOU MIGHT RECOMMEND ACKNOWLEDGING DONORS AND THANKING THEM?

INGRID: DENNIS, HOW CAN WE SHOW DONORS THAT THEIR CONTRIBUTIONS TO TRF WILL CONTRIBUTE TO LASTING CHANGE IN OUR ORGANIZATION?

EILEEN: (ADDRESS TO DGE'S, (GET 2-3 RESPONSES) I’M GOING TO TURN TO THE DGE’S NOW AND ASK A COUPLE OF YOU TO SHARE SOME IDEAS THAT YOU MIGHT HAVE FOR A FUNDRAISING EVENT OR THANK YOU EVENT ) FOR THE FOUNDATION IN THE 2024-25 YEAR? PERHAPS OUR TRUSTEES CAN OFFER SOME ADVICE OR YOU CAN JUST DAZZLE THEM WITH WHAT YOU HAVE PLANNED.

SUE: GREAT EVERYONE, WE NEED TO MOVE ON...

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QUESTIONS?

Royal Blue�R23,G69,B143

Azure�R0,G93,B170

Sky Blue �R1,G180,B231

Violet�R135,G33,B117

Orange�R255,G118,B0

Gold�R247,G168,B27

Cranberry�R217,G27, B92

Turquoise�R0,G153,B153

Rotary Leadership Colors

Secondary Colors

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BREAK….BE BACK PROMPTLY PLEASE!

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Workbook Pages 13 & 14

Peter Schultz & Zone Coordinators:

Laura Spear (Z32) & Mary Lou Harrison (Z28)

Promoting Our Brand

&

Our Story

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LEARNING OBJECTIVES

Communicate the importance of promoting the Rotary Brand
Use Storytelling to expand our reach

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ARPIC Dan Dubreuil

6290, 6310, 6330

Rotary Public Image Coordinators

Mary Lou Harrison

Zone 28

Laura Spear

Zone 32

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Dan Dubreuil

Kristina Ennis

Kelly Hunt

Kamil Kanji

ARPIC Dan Dubreuil

6290, 6310, 6330

Devankar Mukhi

Shirley Pat

Chamberlain

Barbara Webb

Gus Lopes

Amy Sheller

Lisa Leonard

Mahbub Ahmad

Tom Brown

Tim Kelley

Janet Kolepp

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Promoting Rotary’s Brand

What are the benefits of clubs and districts using Rotary’s brand in a consistent way?

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Promoting Rotary’s Brand

Continued Discussion

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Expanding Reach Through Storytelling

What stories do clubs tell about their impact in the communities?

How do they share these stories?

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Expanding Reach

Through Storytelling

Continued Discussion

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Activity

Think of recently completed service project in your community.

What problem or challenge in your community was this project designed to solve?

Work on your own,

Questions WB-13 & 14

How did the club take action to solve the problem?

Pair & Share

Then report out…

How does this show Rotary members as People of Action?

What was the impact of this project?

How did the club improve the lives of people in your community?

Try to provide at least two key outcomes or statistics to support your answer.

Who do you want to hear this story, and what do you want those people to do as a result of hearing it?

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QUESTIONS?

Royal Blue�R23,G69,B143

Azure�R0,G93,B170

Sky Blue �R1,G180,B231

Violet�R135,G33,B117

Orange�R255,G118,B0

Gold�R247,G168,B27

Cranberry�R217,G27, B92

Turquoise�R0,G153,B153

Rotary Leadership Colors

Secondary Colors

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BREAK….BE BACK PROMPTLY PLEASE!

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GNTS/GETS workbook page number 8

R.I.P.E. Stephanie Urchick, Peter Schultz and Sue Goldsen, DAN DOHERTY JANET KOLEPP

PREPARING FOR INTERNATIONAL ASSEMBLY

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OUR LEARNING OBJECTIVES

Understand the program and goals of the International Assembly.

2. Start preparing for the International Assembly.

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INTRODUCTION

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WHAT ARE THE GOALS OF THE INTERNATIONAL ASSEMBLY?

AND WHAT YOU CAN EXPECT THIS JANUARY 2024!

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THE I.A. PROGRAM

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What are you most looking forward to during the International Assembly?

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THE I.A. PROGRAM

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Common features for DGE’s & partners include:

General sessions
Breakout sessions
Cultural exchange
The Rotary Resource Center
Networking events

At I.A. you will receive materials:

Governor-elect workbook
Presidential theme materials
Governor-elect partner workbook

Key points (Dan Doherty): 4:35pm-4:45pm

The program for the International Assembly is developed throughout the year by the International Assembly Committee, which includes the Rotary president-elect, the assembly moderator, their partners, and Rotary staff members.
Some elements of the assembly change every year. For complete information about programming and what to expect, please read communications from the Rotary president-elect and your registration materials.
The International Assembly usually has its own mobile app with program information, maps, and social networking capabilities. You will receive more information and a link to download the app before the assembly.
Don’t bring specific regional or district promotional materials and publications, because distribution of these items is not allowed. Do bring lots of business cards!

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PREPARING FOR�INTERNATIONAL ASSEMBLY

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Ways to prepare:

Be up-to-date on Rotary programs
The Learning Center
My Rotary
Club & District Support
Consider partners for International Projects

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PREPARING FOR�INTERNATIONAL ASSEMBLY

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For partners (if attending):

Current DG’s partner
Projects in your district
Communications from RIPE partner & staff
Up-to-date contact info
Cultural exchange

Key points (Vince Vavrek) 4:50pm-4:55pm

The partner role varies from region to region and person to person, and every level of experience is welcome. If your partner plans to attend, they can prepare for the International Assembly by:

Talking with the current governor’s partner about the assembly (if that person attended)
Learning about Rotary projects in your district to share with other partners
Preparing questions about Rotary programs and initiatives
Reading communications from the president-elect’s partner (Gordon & Heather McInally) and Rotary staff members
Ensuring Rotary has up-to-date contact information for them by providing it to a trainer or Rotary staff member
Connecting with your director’s partner (Drew & Vicki Kessler) to help with the cultural exchange (exhibits are offered by zone, not individual country)

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QUESTIONS?

Royal Blue�R23,G69,B143

Azure�R0,G93,B170

Sky Blue �R1,G180,B231

Violet�R135,G33,B117

Orange�R255,G118,B0

Gold�R247,G168,B27

Cranberry�R217,G27, B92

Turquoise�R0,G153,B153

Rotary Leadership Colors

Secondary Colors

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6PM COCKTAIL RECEPTION DINNER AT 7PM

SEE YOU ALL THERE

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