Pre – PETS

Training

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Section 1 – Rotary International

Section 2 – The District

Section 3 – Being President

Section 4 - Membership

Terry Curran

District Governor 2021-2022

Pre – PETS

Training

Section 1 – Rotary International

Section 2 – The District

Section 3 – Being President

Section 4 - Membership

D7780 - Dick Hall

D7850 - Mike Carrier

D7870 - John Siemienowicz

D7890 - Joanne Alfieri

D7910 - Cliff Rober

D7930 - Terry Rezendes Curran

D7950 – William “Billy” Roberts

D7980 - Jeff Krause

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Pre-PETS OBJECTIVES

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1. Being Presidential
2. What goals do you need to set in Club Central?
1. Membership
2. Service
3. Foundation
4. Youth
3. Building your Leadership Team
4. Planning your Club’s calendar
5. Planning a good meeting
6. Virtual Fundraising
7. Service Projects

Being Presidential

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2021-2022

As President-Elect

• Consult the president on decision affecting the club
• Serve as a director of your club’s board
• Appoint committee chairs and a trainer for your year
• Supervise preparation of the club budget
• Encourage incoming club officers to attend District Training Assembly (DTA)
• Create an Attend your President Elect Training Seminar (PETS), DTA and District Conference
• Create an account on Rotary.org
• Set and track goals for your club in Rotary Club Central at Rotary.org

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As President……………….

What you do

• Preside over club and board meetings
• Appoint committee chairs and members
• Conduct club assemblies
• Create a budget and manage club finances, including an annual audit
• Develop a safe environment for youth participants
• Work with your district governor and assistant governor

See full job description.

https://my.rotary.org/en/learning-reference/learn-role/president

As president, you lead and motivate your club, ensuring that club members feel valuable, inspired, and connected to each other.

As President……………….

How to prepare

The year of planning before you take office is crucial to achieving the objectives you set out for your club. As president-elect, you work with your assistant governor and incoming leadership team to set annual goals that support your club’s strategic plan. In this year you should:

• Assess your club’s strengths, weaknesses, opportunities, and risks in order to set goals
• Develop an action plan for your annual goals, which support long-term achievements
• Appoint committee chairs
• Ensure continuity in leadership and service projects
• Attend presidents-elect training seminar
• Attend district training assembly 
• Take online courses in the Learning Center

As President……………….

Resources & reference

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• Lead Your Club: President - Club President's Manual

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• Be a Vibrant Club: Your Club Leadership Plan

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• Membership Growth and Retention Support

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• The Rotary Foundation Reference Guide

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• Standard Rotary Club Constitution

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• Recommended Rotary Club Bylaws

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As President…….

Tools

• Pay or view your club invoice (Rotary International dues and fees)
• Update your club membership data 
• Add club officers
• Set and track goals in Rotary Club Central
• Take a course in the Learning Center Club President Basics
• Register for a webinar
• Check our discussion groups

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Rotary support

• Immediate past president
• Assistant governor
• District leaders

As President (Continued)

• Set goals for each committee. Encourage communication between club and district committees.
• Review activities, goals, and expenditures, and participate in decisions.*
• Supervise the preparation of a club budget and proper accounting practices, including an annual financial review*
• Make sure your secretary and treasurer have an account on My Rotary to update membership and club data regularly. In RIBI use the Data Management System (DMS).
• Collaborate with the governor and assistant governor on club and district matters*
• Communicate important information from the governor and Rotary International to
• club members*
• Prepare for the district governor’s required visit
• Follow Rotary’s youth protection policies and the

Statement of Conduct for Working With Youth, and

implement the requirements for the Youth Exchange

program

• Plan and lead monthly board meetings*

As President (Continued)

• Plan and lead interesting and relevant club meetings, and

organize fun social events*

• Ensure that comprehensive training is conducted for club

members, as needed*

• Involve members in carrying out your club’s goals, outlined in Rotary Club Central.
• Track your club’s goals in Rotary Club Central.
• Encourage members to attend district meetings, and promote the Rotary Convention
• Attend the district conference*
• Submit an annual report to your club on the club’s status before leaving office*
• Work with your successor before leaving office*
• Arrange for a joint meeting of the incoming board of directors with the outgoing board*

Being Presidential

• Build a Culture of Collaboration

with your Board

• Set a positive tone
• Create a welcoming culture
• Be Efficient and Productive
• Implement and regularly evaluate your club’s progress toward its goals
• Inspire every club member to participate in club activities
• Celebrate accomplishments

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Defining Clubs

• Set the direction for their organizations
• Identify tasks to achieve goals
• Delegate responsibility
• Establish accountability
• Follow up
• Give credit where credit is due

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Be a Leader… but remember to have fun

Good Leaders

What is an Effective Club?

AN EFFECTIVE CLUB:

• Increases its membership base
• Implements successful projects
• Supports the Rotary Foundation
• Develops future club and district leaders

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Planning for a Great Club Meeting

Prepare an agenda

• Use a standard timed agenda

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• Include topics and time required

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• Have a backup agenda (e.g. speaker no-show)

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• Follow the agenda – Start and end on-time

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Before a Great Club Meeting

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• Confirm speaker, bio, a/v needs, timing, handouts, etc.
• Send a meeting reminder: speaker & topics
• Seek member input for club business, projects, updates, etc.
• Confirm time requirements
• Plan for/coordinate new member installation
• Arrive early
• Check room layout, A/V set-up, etc.
• Greet speaker

Club Expectations

DO BETTER THAN THE STATUS QUO

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• Membership
• The Rotary Foundation
• Service Projects
• Sustainability

Have Fun…

Setting Goals Club Central

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Your Role as President Elect

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Set GOALS for your year:

1. Membership – how many new members do you want to add – net?
2. Public Relations – what materials do you want to develop that you are not currently using to tell your community about your club?
3. Service – which service projects do you want to do next year? Do you want to consider doing something new/different to meet a new need in your community?
4. Youth – how many students are you going to send to RYLA? Do you want to start an Interact or Rotaract Club? Host an exchange student? Run a Reality Fair?
5. Foundation – what level of foundation giving do you want from your members in 2021-2022?

MY ROTARY - ROTARY CLUB CENTRAL

Setting Goals ….

Rotary.org

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Do you have a personal log-in on rotary.org to access "My Rotary"?

If yes, how do you use it?

• Check on Foundation Giving
• Set/monitor Club Goals in Rotary Club Central
• Download logos/Brand Center
• Training info
• Read articles, get news

ROTARY CLUB CENTRAL

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Centralizes information

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Eliminates paper forms

Fosters continuity in leadership Enable clubs to track their progress Creates transparency

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Showcases the important work that Rotary clubs do worldwide

How to Access Club Central

How to Set a Goal

Choose the correct year

Enter Membership Goal

Select Foundation Tab

Virtual�Fundraising

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Rotary Fundraising

How can I fund my project?

You may be able to pay for your project entirely through fundraising events, such as charity dinners, walkathons, or online auctions. These events will not only help you raise money for your project, but also awareness for Rotary and The Rotary Foundation. Some possible fundraiser events are:

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* Skip a meal at your club meeting and donate the cost

* Organize a walkathon, bike-a-thon, or skate-a-thon

* Honor a special person in your life with a memorial or tribute gift

* Collect pennies to end polio

* Organize a purple pinkie project to end polio

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Rotary Fundraising

Creating a fundraising plan

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Before hosting a fundraiser,

you should create a plan.

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Establishes a budget

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Considers and addresses local laws for fundraisers

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Outlines the event's logistics (such as selecting the location, ordering supplies, and arranging for set up and tear down)

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Considers how to publicize the event

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Rotary Fundraising

Golf Tournaments

Festivals and Fairs

Dinners

Lobster Bakes

Road Races

Auctions / Raffles

Comedy Nights

Bingo

Handbag Bingo

Virtual Fundraising

Due to social distancing policies, many Rotary Clubs have had to cancel, postpone, or rethink fundraising events that they depended on to keep their doors open. 

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Social distancing, excessive hand washing, and Zoom birthdays might have become our new normal, but that doesn’t mean fundraising is doomed.�

Virtual fundraisers aren’t just workable alternatives to in-person events. They can actually be more effective, as well as easier to organize than in-person fundraisers. 

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Virtual Fundraising (Cont’d)

To start with, virtual fundraising events are usually less expensive to put on and more accessible to a greater number of people. With the help of modern technology and a little creative thinking, there are still plenty of ways for your Rotary Club to raise money.

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Before getting started with virtual fundraising, in whatever shape or form, it’s crucial to ensure you have a robust on-line donation platform and a compelling, functional website.

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Create a dedicated landing page for your virtual fundraiser with a single focus or goal, known as a call to action (CTA).

Flags for Heroes at the Maine Mall

Virtual Fundraising (Cont’d)

To create a high-performing donation landing page,

write an attention-grabbing headline, use compelling

visuals, and lead with a clear explanation of your

work and your mission.

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Testimonials and impact statistics can also help boost your credibility and build trust.

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Many of the traditional fundraisers can be adapted to the virtual world such as auctions, bingo games, raffles, virtual walks or runs, etc. Lobster Fests, Food items can be reserved and paid for on a virtual platform where clubs can arrange a pick up time for contributors to pick up their food.

Virtual Fundraising (Cont’d)

There are several on-line platforms that can meet the needs of your Rotary Club

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There are many more platforms including Facebook and other social media platforms and gofundme pages.

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District 7980 uses the EventGroove platform

https://eventgroovefundraising.com/

Service �Projects

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SERVICE PROJECT EXPECTATIONS

• Worthy of the name “Rotary”
• Do substantial good
• Justify the time and effort of members
• Provide personal satisfaction

Members ENGAGED and having FUN being Rotarians

Service Projects

• On-going projects

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• Project partners

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• Matching District Designated Funds or cash from previous grants

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• (from previous grant participation with another club(s) if appropriate)

Resources

Rotary: business and professional leaders aged 18 and upwards www.rotary.org

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Rotaract: young adults ages 18-30

https://www.rotary.org/en/get-involved/rotaract-clubs/details

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Interact: students 12-18 year olds

https://www.rotary.org/en/get-involved/interact-clubs

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Earlyact: students ages 5 to 13.

http://www.earlyact.com/

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QUESTIONS