Membership reports and trends zones 33 34
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Transcript of Membership reports and trends zones 33 34
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!