MEMBERSHIP REPORTS AND TRENDSWebinar PresentationCynthia MeehanJennifer Deters

Membership Reports and Trends

Session Overview

• Objectives:– How do I get to Rotary Club Central?– Who can enter goals?– How do I interpret the data?– Why is this relevant to my club?– Are there additional resources?

Welcome to the webinar

Moderator: Cindy MeehanDirectorMembership Development Division

Welcome to the webinar

Presenter: Jennifer DetersManagerMembership Research and Survey Group

Getting Started

Familiarize Yourself with theGo-to Webinar

Use the Audio pod to select Use Telephone

- or - Use Mic & Speakers* To improve sound quality, please close all unnecessary programs such as email, MS Office, etc. If you have a cell/mobile phone, please move it away from your computer.

Audio options

Use the question pod to type in your name and the name of your Rotary Club.

Using the question pod

Let’s Get Started!

Presenter: Jennifer DetersManagerMembership Research and Survey Group

Session Overview

• Objectives:– How do I get to Rotary Club Central?– Who can enter goals?– How do I interpret the data?– Why is this relevant to my club?– Are there additional resources?

How do I get to RC Central?

Scroll down to view trend graph

Scroll down to Age & Gender

Scroll down to Goals

To print: Step 1, Click Design

Step 2: Right click tabStep 3: Select Export Current Report asStep 4: Select PDF or Excel

QUESTIONS?

CLUB LEVEL

PresidentSecretaryTreasurer

Foundation ChairMembership Chair

Executive Secretary

DISTRICT LEVEL

District Governor*Assistant Governors**Committee ChairsExecutive Secretary

* Can only see clubs in their club group** Committee chairs that Rotary collects in

member database.

Who can set goals?

Includes, immediate past, current, and incoming individuals

Who can view goals?

ALL CLUB MEMBERS

RI Directors and Trustees

Coordinators and Advisors

(RC, RPIC, RRFC, EMGA)

Global

District

Club

QUESTIONS?

To go to Retention Calculator

How do I set membership goals?Scroll up to Age & Gender

Set one and the other will auto calculate

From Retention Calculator screen

QUESTIONS?

How do I interpret the data?

Select for use with the Retention Calculator

To print: Step 1, Click Design

Step 2: Right click tabStep 3: Select Export Current Report asStep 4: Select PDF or Excel

QUESTIONS?

Why is this relevant to my club?

• The numbers are key but what does it really mean for your club?– Planning & setting goals– Establishing performance metrics & tracking

progress toward achieving goals– Updating club, district & RI records

Planning & setting goals

• Assessing areas of need– Recruitment

– Retention

– Member demographics (age, gender)

• Examples of Tactics– Invite Prospects to

Service Project– Host New Member

Orientation– Target local Jaycees

aging out

Increase Club Membership by 5%

Establish metrics & track progress

• What to measure– Build on the core data– Have a reach; but not

too far out– Be exact

• How to track– Set standards of time

• Month-end• Year-end• YTD

– Examine the comparisons

Updating Records

• Data Quality• Data Integrity• Data Hygiene

QUESTIONS?

Additional Resources

• This information is also available in the Learning Center

• How do I get there?

QUESTIONS?

Visit Rotary’s website http://www.rotary.org

for updates on Membership Information and to access Rotary

Club CentralThank you!