Discussion Leader MeetingSheraton GreensboroOlympia Boardroom

January 25, 2019

Agenda

9:30 AM Welcome & Introductions Cookie Billings

9:40 AM Carolinas’ PETS Update Steve DenningCookie Billings

10:00 AM Effective Facilitation Clemson Turregano, Ph.D.

11:30 AM Material Overview & Update Terry Weaver

12:00 Noon Lunch at Joseph’s (in hotel) All

1:00 PM Material Overview (continued) Terry Weaver

1:30 PM New Discussion Leader Practice Terry Weaver

2:30 PM Wrap-up/Adjourn Cookie Billings

Keynote Speaker

Clemson G. Turregano Ph.D.Global Director Custom SolutionsMobile: +1.336.929.0629Office: +1.336.286.4452turreganoc@ccl.org

‘AIM2’ Be the Guide By Their Side…

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Facilitation is all about enabling others' communication. To do this, you may want to use the following process to reflect on your facilitation as a way to accomplish your learning outcomes. Quite simply, you want to ‘AIM2’ to facilitate. This class will help you do that.

The class I need to facilitate next is: ____________________________________________________________________________________Success for me is: ____________________________________________________________________________________

What do I know about my AUDIENCE?Who is my audience? __________________________________________________________________________________________________________________________________________Who am I trying to reach? _____________________________________________________________________________________________________________________________________What does the audience know about my subject? ___________________________________________________________________________________________________________________What is my relationship with the audience? Expert? Colleague? Mediator? _______________________________________________________________________________________________

What is the ISSUE?When they walk out, what do I want them to take with them? _________________________________________________________________________________________________________What is the unique contribution my facilitation will make? _____________________________________________________________________________________________________________How knowledgeable is my audience with the issue? __________________________________________________________________________________________________________________

What is the MESSAGE?How will I transmit my issue to them? _____________________________________________________________________________________________________________________________What do I want them to hear? ___________________________________________________________________________________________________________________________________

What is the MEDIUM?How do I best communicate my issue? _____________________________________________________________________________________________________________________________What is the best mix of delivery and discussion? _____________________________________________________________________________________________________________________How do I ensure they have captured the issue when they leave? ________________________________________________________________________________________________________

Clemson G. Turregano Ph.D.turreganoc@ccl.org

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ContentsPresident-Elect Discussion Leader Pairings - DRAFT...........................................................1

2019 Planning Committee..................................................................................................3

Discussion Leader Checklist................................................................................................4

7 Easy Ways to Instantly Improve Your Public Speaking....................................................6

Club Flexibility....................................................................................................................7

Home Study Training Materials for PETS 2019...................................................................9

Club Officers Kit Training Materials for PETS 2019...........................................................10

Curriculum Materials for PETS 2019.................................................................................11

Materials Developed for District Breakouts..........................................................11

Materials Developed for Small Group Breakouts..................................................11

Optional Thursday Electives.............................................................................................12

Discussion Leaders for Thursday Electives.......................................................................13

Thursday Electives Agenda...............................................................................................14

PETS Agenda.....................................................................................................................15

Keynote Speakers.............................................................................................................17

Discussion Leaders...........................................................................................................18

Rotary International Training & Administrative Publications.............................................1

Helpful Links.....................................................................................................................21

Notes ..............................................................................................................................22

Discussion Leader Materials.............................................................................................26

Effective Leadership................................................................................................ EL 1

Public Image............................................................................................................ PI 1

Engaging Your Community................................................................................... EYC 1

Membership Engagement..................................................................................... ME 1

Your Rotary Foundation........................................................................................ YRF 1KEY

PI = Public ImageME = Membership EngagementYRF = Your Rotary Foundation

EYC = Engaging Your CommunityEL = Effective Leadership

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2019 Carolinas' PETS

President-Elect Discussion Leader Pairings - DRAFTDL Club Small

DL District Size Groups Shared Topics

Nancy Barbee 7730 11 A-B YRF/EYCLance Young 7750 29 B-A PI/ME

Rocky Jacobs 7720 31 C-D YRF/EYCBilli Black 7670 41 D-C PI/ME

Lee Adams 7720 86 E-F YRF/EYC Jon Spillman 7690 46 F-E PI/ME

Randy Lickey 7710 53 G-H YRF/EYC April Clark 7730 80 H-G PI/ME

Matthew Kane 7730 55 I-J YRF/EYCLorraine Angelino 7750 70 J-I PI/ME

Claudia Cannady 7690 118 K-L YRF/EYCLee Dixon 7730 42 L-K PI/ME

Serving as AlternatesMike Conrad 7690 Your Rotary Foundation / Engage Your Community

DLs Presenting “Effective Leadership” Sessions

DL Home District Presenting inLance Young 7750 7710Billi Black 7670 7750Leigh Hudson 7710 7690Claudia Cannady 7690 7680April Clark 7730 7720Karen Shore 7680 7730Jon Spillman 7690 7670

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KEYPI = Public ImageME = Membership EngagementYRF = Your Rotary FoundationEYC = Engaging Your Community

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Other Discussion Leaders

President NomineesPatrick Eakes 7690Leigh Hudson 7710

Assistant GovernorsTerry Weaver 7750

District Governor NomineesTBD

District Governor Nominee DesignatesLuther Moore 7680

Thursday ElectivesDL District Topic

Pam Weaver 7750 DACdbTerry Weaver 7750 My Rotary/Club CentralMatthew Kane 7710 Club Fund Raising SuccessSlade Lewis 7690 Risky Business (Risk Management)Karen Shore 7680 Enhancing Your Presentation SkillsCharles Allen 7690 Rotary 101, V2.0

Note: We will broadcast instructions and preparation assignments for any participant in DACdb or My Rotary electives. They will be encouraged to bring a Notebook PC instead of a Tablet.

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2019 Planning Committee

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Discussion Leader Checklist

____ Warmly (personally) greet your participants individually at the door (or as they are seated). Be sure to give them the new Session Evaluation cards (and indicate that the cards need to be completed after the session and turned in immediately following your session).

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____ Briefly introduce yourself – name, club district, year as Governor. There is NO time for the group of attendees to introduce themselves. They must do that on their own at meals, breaks, etc.

____ “Technology” – remind everyone to turn off their cell phones and other forms of technology. You might add something like, “PETS Training Sessions are technology-free zones”, or “Let’s give this hour to Rotary”.

____ Have everyone check that they are in the correct room, by looking at the letter on their badge.

____ You are a facilitator, not a lecturer, instructor, etc. Make that point at the outset. Your role is to LEAD the discussion. As a last resort, only, are you to answer the questions. You must maintain control of the session at all times.

____ Time management is critical. You will have 60 minutes. Therefore, you must plan accordingly. Some tips:

Start on time. Do not wait until all participants are in the room, sitting and comfortable. You do not have any excess time, thus starting on time is mission critical!

Put times within your notes so you will know you need to be at a certain point at a certain time.

Keep up with the time using a watch, timer, iPad, phone, etc. Always be aware of how much time you have used and how much you have left.

Please do not ask one of the participants to be your timekeeper. They need to be focused on the session itself, and not the time.

Even if you do not get all the way through the material, you must end your session on time. With proper advanced planning, time will be a diminished issue. End on time so the participants have enough time to get to their next session.

____ Resources – be sure to point out that VALUABLE/ADDITIONAL resources are available to them for each of our Breakout topics; (1) the Club Officer manuals from RI (and they can all be found on the Carolinas’ PETS website); (2) all resources that are available from the Carolinas’ PETS website; (3) Rotary.org

____ Ask a volunteer participant to read through the learning objectives. Be careful about calling on individual members at any time during the session. In some cases, this can be intimidating.

____ Personal Information – be careful about providing personal information about your club and especially the year you served as Governor. As mentioned above time is a critical factor and there is no time for anything “extra”.

____ Congratulations! – make a big point of congratulating them on being chosen to lead their club, pointing out the honor and huge responsibility.

____ Summarize – there may be times all throughout the session for brief summarization. Do not overdo this, but also suggest not waiting until the very end to summarize everything.

TIP: A short inspirational message/story at the end of your facilitation could be used as a summarization method, but only if time allows.

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____ In larger groups and meeting rooms (and even in some of the medium-sized groups, cluster your participants closer together and towards the front of the rooms. This is especially important in the auditorium rooms.

____ A quick “get acquainted” handshake or introduction to the person sitting next to you (i.e., your “elbow partners”) can assist your participants in feeling more at ease.

____ If your topic lends itself to briefly dividing your groups into breakout groups of 3-4, this can promote more interaction. Monitor your time closely if you choose this option.

____ Remind all participants that your contact information is available on the Carolinas’ PETS website. And that your picture is there also so that they do not absolutely have to remember your name.

____ Close the session by THANKING YOUR GROUP!

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7 Easy Ways to Instantly Improve Your Public SpeakingFirst-time contributor Dr. Sander Marcus presents ideas to help Rotarians and others improve presentations. Sandy is a member of the Rotary Club of Chicago Near South.

I'm a professional psychologist, a member of Rotary, a book author (on achievement motivation), a résumé writer and career coach, and someone who has heard an endless number of professional and non-professional speakers for over 30 years.

By Dr. Sander Marcus

I've seen how it's the little things that make a big difference. Here are seven "little things" you can do that will instantly improve your public speaking dramatically.

1. TALK TWICE AS SLOWLY. Most speakers (even professional ones) talk too fast. Have you ever listened carefully to professional speakers on TV? They talk slower than in normal conversational speech. Slow down. Take your time. Don't rush through individual words. Linger on them. It may feel unnatural, but just listen to a tape recording of yourself. It will undoubtedly sound a lot better.

2. TALK TWICE AS LOUDLY. Most speakers talk too softly. Speak up. It may seem to you that you are screaming, but (again) a tape recording will prove that it sounds fine.

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3. ENUNCIATE THE CONSONANT SOUNDS CLEARLY. When we listen, we hear clearly because of the consonant sounds (the "hard" sounds - sss, t, d, p, m, and so forth), not the vowels (a, e, i, o, and u). Pay attention to those hard sounds. Make sure they are clear and distinct. Exaggerate them.

4. USE SHORT SENTENCES. You may like speaking in long, long sentences, but your audience doesn't. Break up your ideas into short sentences. "One idea per sentence" is as good a rule for speaking as it is for writing.

5. PAUSE OFTEN. Forget the ummmms and the aaahhhhs. Dead silence for a few seconds may seem like an eternity to you, but an audience doesn't mind it at all. Take your time. Pausing creates interest and anticipation.

6. ORGANIZE YOUR TALK AROUND 3 TO 5 BULLET POINTS. No matter what you may think of off-the-cuff speeches and how entertaining they may be, nobody appreciates a speaker who rambles on and on. Whatever you have to say, put it in the form of 3 to 5 bullet points. You'll make listeners out of your audience.

7. SAVE THE BEST FOR LAST. What is the most important, the most dramatic, the most impactful thing you have to say in your talk? Figure out what it is, and PUT IT LAST. That's the most effective way to end a talk.

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Club Flexibility https://my.rotary.org/en/club-flexibility

Research and our members' experiences have shown that when clubs have more freedom to decide how and when they hold their meetings, who they'll invite to become members, and what member engagement means, their ability to attract new members and keep current members motivated increases.

The 2016 Council on Legislation voted to give Rotary clubs more flexibility than they've ever had. The changes in policy affect when, where, and how clubs meet and the types of membership they offer.

5 ways to use the new flexibility

It's up to your club to decide how — and if — you want to use the new options. Start by reviewing the updated Standard Rotary Club Constitution to see which guidelines are flexible. Once you've decided what changes would benefit your club, edit your club bylaws to reflect them, and try them out. If you decide they aren't working, try something else.

Here are some examples of how your club can apply the new flexible options:

1. Change your meeting schedule. Your club can vary its meeting days, times, and frequency. For example, you could hold a traditional meeting on the first Tuesday of the month to discuss business and service projects and get together socially on the last Friday of the month. You just need to meet at least twice a month.

2. Vary your meeting format. Your club can meet in person, online, or a combination, including letting some members attend in-person meetings through the Internet.

3. Relax attendance requirements. Your club can ease attendance requirements and encourage members to participate in other ways, such as taking a leadership role, updating the club website regularly, running a meeting a few times a year, or planning an event. If your club is dynamic and offers a good experience for members, attendance won't be a problem.

4. Offer multiple membership types. Your club could offer family memberships to those who want to bring their families, junior memberships to young professionals with leadership potential, or corporate memberships to people whose employers want to be represented in the club. Each type of membership can have its own policies on dues, attendance, and service expectations. Rotary will count these people in your club membership and will consider them active members if they pay RI dues.

5. Invite Rotaractors to be members of your club. You can invite Rotaractors to join your club while remaining members of their Rotaract clubs. If your club chooses to, it can make special accommodations for these members, such as relaxed attendance requirements or reduced fees, as long as they are reflected in the club bylaws.

Find examples of bylaw amendments that clubs might use to try these new flexible options below, and review our frequently asked questions for more information.

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Club Flexibility Resources & Reference Frequently asked questions - https://my.rotary.org/en/club-flexibility-faq

Rotary's governance documents - Rotary's governance documents

Start Guide for Alternate Membership Types -- Start Guide for Alternate Membership Types(includes sample bylaws)

Start Guide for Flexible Meeting Formats -- Start Guide for Flexible Meeting Formatsincludes sample bylaws)

Club meeting flexibility and format -- https://vimeo.com/169728720(video)

Membership types and attendance flexibility -- https://vimeo.com/169728997(video)

Membership Flexibility Overview -- https://my.rotary.org/en/document/2016-council-grants-clubs-greater-flexibility

Still trying to figure out how to make these changes? Join the Membership Best Practices Discussion Group, an online forum where Rotarians from around the world share tips and examples on attracting and engaging current and prospective members. Try posting questions or ideas relating to club flexibility and connect with members who can offer feedback and guidance.

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Club President-Elect Training Materials for PETS 2019Advanced Home Study Training Modules

Below are the PETS training modules in PDF format referred to in the weekly President-Elect email broadcasts.The best uses of these modules are during the eight to twelve weeks prior to PETS.

PETS Training Module - Understanding Your Responsibilities (PDF 213KB) PETS Training Module - Planning Your Year (PDF 119KB) PETS Training Module - Running Your Club (PDF 144KB) PETS Training Module - Leading Rotarians (PDF 125KB) PETS Training Module - Engaging Club Members (PDF 126KB) PETS Training Module - Promoting Your Club and Rotary (PDF 117KB) PETS Training Module - Rotary Foundation Participation (PDF 128KB)

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Club Officers Kit Training Materials for PETS 2019Below are the individual manuals from the Club Officers Kit in PDF format[Current for PETS 2018 - to be updated for 2019]

President’s Manual (PDF 5.3MB) Secretary’s Manual (PDF 3.5MB) Treasurer’s Manual (PDF 5.8MB) Club Administration Manual (PDF 1.5MB) Club Membership Manual (PDF 1.5MB) Club Public Relations Manual (PDF 1.4MB) Club Service Committee Manual (PDF 1.6MB) Club Rotary Foundation Manual (PDF 1.6MB)

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Curriculum Materials for PETS 2019[These Documents Being Revised for PETS 2019]

Materials Developed for District Breakouts District 7670 Materials for PETS 2019 (not yet available) District 7680 Materials for PETS 2019 (not yet available) District 7690 Materials for PETS 2019 (PDF 3MB) District 7710 Materials for PETS 2019 (PDF 400KB) District 7720 Materials for PETS 2019 (PDF 1.0MB) District 7730 Materials for PETS 2019 (PDF 2.8MB) District 7750 Materials Link for PETS 2019

Materials Developed for Small Group Breakouts[Current for PETS 2018, will be updated February][Presidents-Elect, President Nominees, Assistant Governors]

Carolinas' PETS 2018 Curriculum for Presidents-Elect (PDF 602KB) – Bound Handout Booklet

Carolinas' PETS 2018 Curriculum for President Nominees (PDF 765KB) Carolinas' PETS 2018 Curriculum for Assistant Governors (PDF 300KB)

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Optional Thursday ElectivesThe following electives are offered on Thursday afternoon …While some of these document links relate to the 2018 version of this elective, the descriptions remain current for our 2019 event. Updated documents will be available February 2019. From 2:00 until 3:30pm

o Using the District Database Have you wondered how to edit your personal profile on DACdb.com (District and Club DataBase)? Do you know about the NEW Engagement Module, New Member Form and the category — Prospect? Did you know that if you enter your officers and your information about your club, DACdb has the ability to upload those to Rotary.org AND you can compare what is on Rotary.org to what is on DACdb in the three areas: member data, officers and club information? How about adding a story with a picture to the home page of DACdb or creating a bulletin with DACdb? You can learn all these and more! Come to the DACdb Thursday Elective! See you there! Agenda for Thursday Elective - DACdb

o Club Fundraising If you're looking for an interactive, idea-sharing elective to explore options for your club's next fundraiser this event is for you. Led by D-7710 PDG Matthew Kane, together you will explore innovative ways to raise funds and identify the 10 Steps to Running an Effective Rotary Fundraiser. Agenda for Thursday Elective - Fundraising

o Presentation Skills This interactive session is facilitated by D-7680 PDG Karen Shore with a focus on strengthening your personal presentation style and developing an effective method for leading a club meeting or any speaking engagement. Discover techniques that create rapport with your audience. Agenda for Thursday Elective - Leadership at the Front of the Room

From 4:00 until 5:30pm

o My Rotary/Rotary Club Central -- Explore what you wanted (and need) to know about using My Rotary and Rotary Club Central to effectively manage your club! Learn where to report the required entries in Rotary Club Central so you can earn the Presidential Citation. Learn to navigate The Rotary Foundation reports to ensure your club is on track to meeting its goals. Create quick links to just the reports you need and like in your own customized "portal" of Rotary information. Don't miss this opportunity to learn about these important online tools that will enable you to be an effective and efficient club president. Agenda for Thursday Elective - MyRotary & Club Central

o Risk Management Includes risk assessment, insurance, crisis management. What do you do if someone gets hit by a car at a club fundraiser or there is an incident with a Youth Exchange student, or even a case of embezzlement at the club or district level? Learn how to develop a risk assessment and crisis management plan that you can activate if the unthinkable happens during your year as club president or district governor so that we can best protect the Rotary brand. Agenda for Thursday Elective - Protecting the Rotary Brand

o Rotary “101” V2.0 -- Would you like a "refresher on" or an "introduction to" the basics of Rotary International and the Rotary Foundation? Join us as we learn about Rotary. We will cover topics like: Who We Are, What We Do, Our History, Our Structure, Our Foundation, Our Leaders, Our Finances, and Our Partnerships. We will review: How Can I Get Involved? What are our Causes? What are Our Programs? This will be an interactive time to help us learn more about Rotary International and The Rotary Foundation and ways we can get involved as Rotary leaders. Questions are encouraged! Join us for "Rotary 101 V2.0". Agenda for Thursday Elective - Rotary 101

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o

Discussion Leaders for Thursday Electives

DACdb:Pam Weaver DaCdb Agenda

Club Fundraising Success:Matthew Kane Fundraising Agenda

Risky Business (Risk Management):Slade Lewis Risk Management Agenda Crisis Management Guidelines

My Rotary: Terry Weaver My Rotary Agenda My Rotary Online Resource

Enhancing your Presentation Skills:Karen Shore Leadership at the Front of the Room

Rotary 101 V2.0:Charles Allen Rotary 101 Agenda

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Thursday Electives Agenda

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Room Assignments

Tentative

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PETS Agenda

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Friday, March 22, 2019 Event Agenda

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Saturday, March 23, 2019 Event Agenda

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Keynote SpeakersEach year, we feature Rotary International leaders and other special guests as our keynote speakers. They bring us humor, challenges, and inspiration.

For our 2019 event, the four keynote speakers are:

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Discussion Leaders

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Discussion Leaders (cont'd)

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Rotary International Training & Administrative Publications [Current for PETS 2019]

Presidential Theme and Citation Presidential Theme Graphics 2019-2020 (ZIP 3.7MB) Presidential Theme & Citation 2019-2020 (PDF 261KB) Presidential Theme Announcement 2019-2020 (link) Presidential Theme Announcement 2019-2020 (MP4 660MB)

Strengthening Membership How To Propose a New Member (PDF 682KB) Membership Leads (PDF 210KB) Strengthening Your Club Membership (PDF 2MB) Get More out of Membership: Connect for Good (PDF 1.8MB) Member Data Form (PDF 103KB) How to Propose a New Member (PDF 63KB) New Member Orientation Guide (PDF 268KB) Rotary Code of Conduct (PDF 133KB)

Leadership and Club Development Be a Vibrant Club Leadership Plan (PDF 370KMB) Be a Vibrant Club Presentation (PPTX 12MB) Be a Vibrant Club Worksheet (DOC 82KB) Club Health Check (PDF 170KB)

The Rotary Foundation Rotary Foundation Contribution Form (PDF 200KB) Rotary Foundation Contribution Form for Multiple Donors (PDF 174KB) Guide to Global Grants (PDF 344KB)

Public Relations and Branding Rotary's Brand — Essence, Value, Voice (MP4 615MB) Visual and Identity Guide (PDF 8.3MB) Masterbrand Signature (ZIP 1.8MB) Masterbrand Signature Reverse (ZIP 1MB) Mark of Excellence (ZIP 1MB) Mark of Excellence Reverse (ZIP 334KB) End Polio Now (ZIP 1MB) Toronto Convention Promotion (MP4 30MB)

Projects and Service Rotary Areas of Focus How to Start a Project on Rotary Ideas (PDF 394KB) Introduction to Vocational Service(PDF 82KB)

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Administration Standard Club Constitution (PDF 66KB) Recommended Club Bylaws (Fillable WORD 45KB) RI Club Central Goal Setting Video Link RI Club Central Club Reference Guide (PDF 876KB)

Helpful LinksDistrict Web Sites

District 7670 -- http://www.rotary7670.org

District 7680 -- http://www.rotary7680.org

District 7690 -- http://www.rotary7690.org

District 7710 -- http://www.rotary7710.org

District 7720 -- http://www.rotary7720.org

District 7730 -- http://www.rotary7730.org

District 7750 -- http://www.rotary7750.org

Zone Web Site https://www.rizones33-34.org/

Other RI Web Sites (Login may be required) Multi-District PETS Alliance

http://www.petsalliance.org

Rotary International Member Center - My Rotary my.rotary.org

Rotary International Learning & Reference Center rotary.org/learn

Rotary International Peace Center at UNC/Duke http://www.rotarypeacecenternc.org

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NOTES

A GOAL WITHOUT A PLAN IS JUST A WISH | HOPE IS NOT A STRATEGYSTRIVE FOR PROGRESS, NOT PERFECTION

DON’T LIMIT YOUR CHALLENGES, CHALLENGE YOUR LIMITS

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NOTES

A GOAL WITHOUT A PLAN IS JUST A WISH | HOPE IS NOT A STRATEGYSTRIVE FOR PROGRESS, NOT PERFECTION

DON’T LIMIT YOUR CHALLENGES, CHALLENGE YOUR LIMITS

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NOTES

A GOAL WITHOUT A PLAN IS JUST A WISH | HOPE IS NOT A STRATEGYSTRIVE FOR PROGRESS, NOT PERFECTION

DON’T LIMIT YOUR CHALLENGES, CHALLENGE YOUR LIMITS

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NOTES

A GOAL WITHOUT A PLAN IS JUST A WISH | HOPE IS NOT A STRATEGYSTRIVE FOR PROGRESS, NOT PERFECTION

DON’T LIMIT YOUR CHALLENGES, CHALLENGE YOUR LIMITS

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Discussion Leader MaterialsDiscussion Leader PDFs: [Current for PETS 2019]

Planning Your Year of Effective Leadership Breakout (PDF) Planning Your Year of Effective Leadership Breakout (Word)

President-Elect Small Group Breakout Documents:o Making the Most of Rotary's Public Image (PDF) o Making the Most of Rotary's Public Image (Word) o Engaging Your Community (PDF) o Engaging Your Community (Word) o Membership Engagement, Growth & Development (PDF) o Membership Engagement, Growth & Development (Word) o Your Rotary Foundation (PDF) o Your Rotary Foundation (Word)

Assistant Governor Breakout Curriculum - Not Yet Available (PDF)

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