Membership DevelopmentModerator – Sheena LillyPresenters – PDG Steve Wilcox & RI Chief Strategy Officer, Joe Brownlee 8 October 2014

Perception vs. Reality: Club Evaluation and VisioningPerception vs. Reality: Club Evaluation and Visioning

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Meet our Moderator

Sheena LillyCoordinator,Regional Membership PlansRotary International

Sheena Lilly

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Welcome to the Webinar:

• Welcome to the second webinar in the Membership Matters! webinar series

• 5 part series dedicated to discussing the fundamentals of Rotary club membership

• Each webinar focuses on steps you can take in your club to improve and grow members’ experience with Rotary

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What We Will Cover in Today’s Webinar:

• Why is a club assessment and vision important?– How does it help clubs and members?– Is there data to support it?– What resources are available to assist your

club?

• How to create a vision?– How does the process work best?– How long does the process take?– How long until we see impact in our club?

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Joe Brownlee

General Manager/Chief Strategy OfficerRotary International

Joined RI in 2004

Meet Our First Panelist -

Joe BrownleeRotary Club of EvanstonIL, USA, District 6440

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Club Evaluation:

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How Would You Evaluate Your Club?

A. Everything is going well because… B. My club is struggling because…

Engaged, satisfied members Disengaged, dissatisfied members

Diverse Not representative of community

Growing Stable or declining

Positive public interest No interest from public

Relevant to community needs What community needs?

Community awareness “What do you do?”

Trying new things Trying the same things over and over

Awesome signature event/program We do nothing significant

Great leadership What leadership? Led by the same group

Engaged speakers Dry politicians and perceived leaders

Having FUN!!!!! I laugh at a meeting or two

Having FUN!!!!! Have fun with some members

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The Top Three Strategic Issues Today In Ten Years

Membership recruitment and retention 68% 68%Membership diversity (age, gender, etc.) 32% 29%

Innovation, modernization, flexibility and/or simplification of processes and rules 29% 32%Public awareness of Rotary 27% 21%

Maintaining and promoting core values 21% 27%

Developing leaders 21% 21%

Polio eradication 21% 6%

Programs for youth and young leaders 17% 21%

Collaborating and connecting within Rotary 11% 8%

Rotary's public relations activities 10% 8%

Collaborating and connecting with other organizations 8% 11%

Fundraising 8% 8%

Financial sustainability 8% 17%

Areas of focus 6% 10%

Strategic planning 6% 6%

Club public relations activities 5% 5%

Other 3% 3%

Top Strategic Issues:

The Top Three Strategic Issues Today In Ten Years

Membership recruitment and retention 68% 68%

Membership diversity (age, gender, etc.) 32% 29%

Innovation, modernization, flexibility and/or simplification of processes and rules

29% 32%

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Strengthening Clubs:

Question Strongly Agree Agree Somewhat

AgreeSomewhat Disagree Disagree Strongly

Disagree

Don't Know /

UndecidedI have the opportunities I

want to connect and collaborate with other

Rotarians -- across clubs and districts

16% 43% 26% 8% 4% 1% 1%

My club does a great job involving new members in our club's activities,

projects, and programs

15% 34% 30% 13% 6% 2% 0%

Rotary provides members sufficient opportunities for

professional networking

12% 37% 30% 12% 6% 2% 2%

My club involves each member in activities

according to the member's interests,

skills, and availability

13% 33% 30% 14% 6% 2% 1%

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Club & District Strategic Planning:

Question Year Yes No Don’t Know

Does your club have a strategic plan?

2014 45% 34% 21%

2012 41% 33% 27%

2009 44% 50% 7%

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Club & District Strategic Planning:

Level of Importance Year Very Important Important Somewhat

ImportantSomewhat

UnimportantNot

Important

Importance of district having a strategic plan

2014 48% 38% 11% 2% 1%

2012 42% 42% 14% 2% 0%

Importance of club having a strategic plan

2014 47% 35% 14% 3% 1%2012 43% 39% 15% 3% 0%

Members in clubs with strategic plans are more satisfied and have a more positive view of their club and Rotary as a whole:

Does club have a strategic plan?

2014 average “Strongly Agree / Agree” on questions about

members’ experience in club and with Rotary

Yes, club has strategic plan 63%

+16No, club does not have strategic plan 47%

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Time for Transitional Change?

• Transforming our product

• Relevant to today’s market and societal needs

• Questioning the status quo

• Identifying new growth opportunities for Rotary’s future

• How can we prosper over the next 100 years?

Birth

Gro

wth

Success Plateau

Chaos

Wake Up

Calls

Re-emergence

The End?

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Rotary Resources for Clubs and Districts:

• Club Assessment Tools

• Be A Vibrant Club: Your Club Leadership Plan

• Strategic Planning Guide

• Rotary Club Central

• Governors, Assistant Governors, and Rotary Coordinators

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Club Assessment Tools:

• Evaluate your club’s strengths

• Identify weakness

• Obtain feedback from club Members and community

• Discuss strategies to address weaknesses and opportunities

• Implement new strategies and tactics

• Monitor progress

Available on rotary.org and shop.rotary.org

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Your Club Leadership Plan:

• Be A Vibrant Club:

Your Club Leadership Plan

10 best practices identified

Planning worksheet

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Final Thought…

Develop or use something appropriate for your club.

But…

DO SOMETHING to assess where your club is now!!

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Meet Our Featured Panelist -

• Joined Rotary 1979

• Served as President, DG, GETS Trainer, International Training Leader

• Has over 12 years of experience in Club Vision facilitation

• Founder of International Club Vision Facilitation Council

Steve WilcoxRotary Club of Hudson Daybreak (Wisconsin, USA)District 5960 (MN/WI USA)

PDG Steve Wilcox

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Club Visioning:

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Why is a Plan Needed?

• Tradition of annual cycles has not been effective

• Establishes a multi-year coordinated plan

• Need for greater continuity, consistency, and consensus

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It is a living management tool that:

– Defines a shared commitment

– Provides long-term direction

– Creates a framework to establish goals and objectives

– Optimizes use of resources

What is a Club Vision?

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Consensus

2014

2016

2015

Success

VISION

Annual plans, projects, programs

Continuity and Consistency:

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Effective Clubs are able to…

• Sustain and increase membership

• Implement successful service projects

• Support The Rotary Foundation

• Develop leaders beyond the club levelDistrict

Gov.Insert your picture

here

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Purpose: To strengthen Rotary at the club level by providing the administrative

framework of an effective club.

Club Leadership Plan:

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Vision to Plan Process:

Actions and

Programs

Long-Range Plan

Vision

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• Who are you?

• Where are you?

• Where do you want to be?

• How will you get there?

• How will you know when you have arrived?

The Basic Planning Questions:

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Rotary Happens at the Club Level:

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Strategic Thinking

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• Understand the passions of fellow members/club

• Renewed energy/dynamic

• Define focus

• New ideas

• Hear the voices of new and quiet members

• Come up with a PLAN for our club

• Engage members who may not be involved

• Create EXCITEMENT

• Think BIG into the future

Top Benefits as Described by Participants:

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“What the visioning did for us in terms of membership is that we planned a couple of events specifically around finding new members. At this point, we have the 1 new member and at least 2

more will come on shortly.”

Club President with 27 members, Canada

Visioning-Impact on Membership:

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“Has increased membership by 3 new members, we are hoping for 2 more”

Club Membership Chair, U.S.A.

“We’ve not grown simply because people have moved out of the area. We do have 2 new members one of which I will attribute to the Club Visioning exercise”

Club President with 23 Members, United Kingdom

“Yes, it’s increased by 10-15 members”Club President with 55 members, Australia

Visioning-Impact on Membership:

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Rotary Club Central:

Membership Reports• Membership Growth & Viability

-Determine current retention rates for new and existing members

• Termination Profile-Illustrates when the majority of a club’s terminations are occurring

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Rotary Resources for Clubs and Districts:

• Club Assessment Tools

• Be A Vibrant Club: Your Club Leadership Plan

• Strategic Planning Guide

• Rotary Club Central

• Governors, Assistant Governors, and Rotary Coordinators

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WHAT ARE YOU WAITING FOR?

BE A VIBRANT CLUB

Be a Vibrant Club includes: •A club success story from your region•Ideas for your club to try•Resources for your club on My Rotary

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• Take courses• Find resources• Connect with an online community• Customize your user profile and

track your progress

Learn how to tell your Rotary story, set goals in Rotary Club Central, apply for a grant, and much more.

Visit the Learning Center at http://learn.rotary.org to learn more.

LEARNLEARN EVERYWHERE EVERYWHERE WITH WITH ROTARY’S ROTARY’S LEARNING CENTER.LEARNING CENTER.

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Membership Best Practices Discussion Group:

Search for “Membership Best Practices” on Rotary.org

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Rotary Resources for Clubs and Districts:

RESOURCES

•Strategic Planning Guide

•Be A Vibrant Club: Your Club Leadership Plan

•Rotary Coordinators

•District Planning Guide

•www.rivisionfacilitation.org

TOOLS

•Rotary Club Central

•Showcase

•Ideas Platform

•My Rotary

•Learn

•Brand Center

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Thank you!

Register for upcoming webinars and access recordings of past webinars at www.rotary.org/webinars