ROTARY- GOAL SETTING & SELECTION FOR CLUB LEADERS

Learning Objectives

1. Understand the importance of setting goals and the characteristics of an effective goal.
2. Understand the importance of building a club organization based on the needs and goals of the club.
3. Identify the skill sets needed by Rotarians to serve as effective club leaders.
4. Prepare the club’s leadership team for the coming year.

The importance of Goal setting

1. Helps measure progress and create effective practices
2. Motivates members
3. Creates a sense of ownership and generates interest

Characteristics of an Effective Goal
* Shared
* Measurable
* Challenging
* Achievable
* Time specific

How to Determine Goals

* Brainstorm.
* Speak with community members.
* Contact district leadership.
* Assess the club’s current conditions.
* Consult with other clubs.
* Review the Presidential Citation.

Strategies for Achieving Goals

* Develop action steps.
* Define who is responsible for each step.
* Establish a timeline for each step.
* Determine criteria for measuring progress.
* Use resources and tools from club and district levels and RI.
* Evaluate progress to learn from experience.

Rotary Club Leadership Team

* President
* Club secretary
* Club treasurer
* Sergeant-at-arms
* Committee chairs and/or members
* Vice president
* Immediate past president
* President-elect

Basic Committee Considerations

* Consider club goals for the coming year.
* Determine how to involve new members.
* Determine how to involve inactive members.
* Review projects and activities carried over from the past year.
* Coordinate committees that have overlapping activities.
* Reflect on successes and failures of previous years.

HUMANITARIAN GRANTS

Enable Rotarians to support service projects that provide:

Water wells, medical care, literacy classes, and other essentials to people in need.

Through the Humanitarian Grants Program,

Rotarians have received US$1.6 billion in grant awards since 1947

- Educational Programs
- Ambassadorial Scholarships
- Group Study Exchange (GSE)
- Rotary World Peace Fellowships
- University Teachers Grants

Humanitarian

- Disaster Relief
- District Simplified Grants (DDF)
- Health, Hunger and Himanity (3H)
- Matching Grants
- Polio Plus

TRF Future Vision Two grant

FV Plan offers two types of grants, to allow Clubs and Districts carry out a broad spectrum of humanitarian and educational activities, namely:

- Rotary Foundation District Grants
- Rotary Foundation Global Grants

Rotary Foundation District Grants




Supports projects at the Districts in these
areas of focus:

- Scholarships,
- Support vocational teams,
- Sponsor volunteer service,
- Provide disaster relief, and
- Carry out community and international service projects.

Support larger projects with sustainable, high-impact outcomes in one of six areas of focus

- Peace and conflict prevention/resolution
- Disease prevention and treatment
- Water and sanitation
- Maternal and child health
- Basic education and literacy

Stewardship and reporting

Funds received from Rotarians around the world are voluntary contributions reflecting hard work and dedicated support.Trustees stress the importance of stewardship and proper fiscal management

An essential component of stewardship is the preparation and submission of timely and accurate grant reports.

Reporting requirements

- Reports to the Foundation every 12 months

- Final reports within two months of the project’s completion. ,

- Yearly progress and final reports must be submitted using the official Foundation report form

Non compliance:
- It has been more than 12 months since the last report was accepted or the last payment was made

- The last report received was found to be incomplete

NB: Clubs and districts cannot receive new grants when not compliant
- After 15 months of non-compliance warning letters are issued. 21 months is overdue (unreliable

Districts and Club Qualification
Comply with this memorandum of understanding (MOU) and all applicable policies of The Rotary Foundation (TRF)

Ensuring that stewardship measures and proper grant management practices are in place for management of all TRF grants

The district, as an entity, is responsible for its action as a whole and for its member Clubs, and the Club, as an entity, is responsible for its action as a whole

Information needed for qualification

- Memorandum of understanding (MOU)
- Payee information form
- Annual financial assessment information
- Authorization and agreement

Clubs must be qualified in order to be eligible to receive Rotary Foundation Global Grants, and it is the responsibility of each district to qualify interested member clubs

INTERESTING POTENTIAL ROTARIANS

EACH ROTARIAN: REACH ONE, KEEP ONE

FINDING NEW MEMBERS

This duty should be shared by all club Members.

Who Qualify?

- Adult of good Character
- Proprietor, Partner, Manager of a Business or,
- Discretionary position in Business/Profession,
- Retired from above, but with Social standing(Article V,Sec 5 of RI Constitution) now allows such persons to join Rotary
- Membership profile

Where to look

- Classification survey
- Business Contacts, New/Existing
- Friends, Family and Places of Worship
- Former Rotary service such as
- Rotaractors
- GSE team members
- Ambassadorial scholars
- RYLA Awardees and or Youth Exchange Participants

Classification survey
Please ensure that each club’s membership is representative of the business and professional life of its community – fellowship through diversity.
draw a comprehensive list of filled and unfilled classifications that exist in the area.

- Mutual helpfulness
- Pride in own occupation
- Better understanding of other occupations

BRINGING THEM IN

How?
- Initial contact (Personal/Phone/Mail)
- Club visits (Cost/Introduction/Follow Up/Record)
- Information
- (District & Club Brochures, Rotary magazines)
- Potential Projects
- Pre-Induction
- Approvals
- Induction

Get them involved
- Assign a mentor to them
- Assign them to a committee
- Continue Trainings like this one and others
- New Projects Participation
- Make them Act as Chief Greeters

CONCLUSION
"Effective orientation begins as soon as a qualified prospective member is identified, Invited, mentored, trained which ultimately improves on Retention"

Always Remember That The Key to Recruitment and Retention is an Active Club with:
- Good Meetings
- Great Programs
- Lots of Activities and Fun, In which all Members are Involved

ROTARY CLASSIFICATION LIST

Rotary International does not maintain a general or standard list of classifications due to ever changing landscape of proffesional work and unique commercial environments. Classifications are not rigid but flexible to reflect the various positions or professions in the area.

The above classification list is general in nature and could be used in most medium size Rotary Clubs.

To customize it for your club simply remove the classifications that are not available in your area and add those that are not shown on this list. It is suggested that you use a Chamber of Commerce business list or the headings in your local yellow page phone directory of chamber of commerce to help modify this list to fit your available classifications.

Reformat and show your member's name after their classification and the classifications left without a name are the ones you need to start filling

What to consider before making classification list.
 Identify the missing classifications
 Inform the club members
 Assign each member the duty to identify suitable candidates
 Membership requirements/ recruitment plan
 Existing classifications in the club
 Service projects available
 Club strategic plan on membership
 Country district and RI goals on membership

Purpose of the classification survey

• Identifying vacant classifications for recruitment.
• Ensure that club membership is balanced and is representative of the business, vocational and professional life of its community.
• Developing a pool of resources and expertise to successfully implement service projects.
• Better understanding of other occupations/ vocations/ proffesions.
• Creating better understanding and pride in own occupation.
• Identifying the various classification available in the club
• Establishing the potential available in the community
• Improving fellowship
• Updating the knowledge of the Rotarians

who should do the classification survey.

This can be done by either the classification committee or the club or the membership committee, under the general supervision of the board.

Here is the updated list of acceptable classications in Rotary But this can be subject to ammendments in your clubs.

• Accounting Service-Management
• Accounting Service-Personal
• Addressing Service
• Advertising, General
• Advertising, Direct Mail
• Advertising, Outdoors
• Advertising, Periodical
• Advertising, Radio
• Advertising, Specialty
• Advertising, Aerial
• Aircraft-Maintenance
• Aircraft-Sales
• Airport Management
• Airport Services
• Airport Transportation
• Alcohol & Drug Programs
• Answering Services
• Antique Sales
• Apartment, Rentals
• Appliances-Retail
• Appliances-Service
• Appraising Service-Commercial
• Architecture-Building
• Architecture-Landscape
• Artists Materials-Retail
• Asphalt Products
• Association Management
• Athletic Club
• Athletic Teams
• Auctioning Services
• Audio Visual Services
• Auto-Body
• Auto-Care
• Auto-Clubs
• Auto-Customizing
• Auto-Leasing
• Auto-Rentals
• Auto-Sales New
• Auto-Sales Used
• Auto-Sales Foreign
• Auto-Servicing
• Auto-Towing
• Auto-Wrecking
• Baking-Commercial
• Baking-Pastry
• Baking-Retailing
• Banking-Commercial
• Banking-Retail
• Banking-Services
• Barbering
• Bath Fixtures-Sales
• Bath Fixtures-Refinishing
• Beauty Salon
• Beauty Salon-Supply
• Beverage-Distribution
• Beverage-Retailing
• Bicycle-Manufacturers
• Bicycle-Retailing
• Bicycle-Service
• Blueprint Services
• Boat-Services
• Boat-Sales New
• Boat-Sales Used
• Book-Distribution
• Book-Publishing
• Book-Sales
• Bookkeeping Services
• Bottle Gas Distribution
• Bowling Centers
• Broadcasting-Radio
• Broadcasting-Television
• Building Construction
• Building Materials-Retailing
• Building Services
• Burglar Alarm Services
• Business Forms & Systems
• Business Services
• Bus Transportation
• Cable Television Services
• Camera-Rental
• Camera-Repair
• Camera Sales-Retail
• Candies-Retail
• Carpet-Cleaning
• Carpet-Sales
• Catering Services
• Cemeteries
• Chamber of Commerce
• Check Cashing Services
• Child Care Services
• Chiropractic Services
• Cleaning Services-Home
• Cleaning Services-Commercial
• Clock-Sales
• Clock-Service
• Closet Organizer Systems
• Clothing-Children
• Clothing-Collectible
• Clothing-Men
• Clothing-Women
• Clubs & Associations
• Cocktail Lounges
• Coffee Distribution
• Collection Services
• Communications-Paging
• Communications-Systems
• Computer-Consulting
• Computer-Furniture
• Computer-Hardware
• Computer-Retail
• Computer-Services
• Computer-Software
• Computer-Supplies
• Computer-Training
• Construction-Commercial
• Construction-Remodeling
• Construction-Re
• Contractors-Electrical
• Contractors-General
• Contractors-Grading & Paving
• Contractors-Masonry
• Contractors-Painting
• Contractors-Roofing
• Contractors-Supplies
• Copier-Sales
• Copier-Services
• Copier-Supplies
• Copywriters
• Cosmetics-Retail
• Counseling Services
• Courier Services
• Credit Card Accounting
• Credit Card Services
• Credit Union Services
• Cycle Accessories-Retail
• Dance Studio
• Data Processing
• Day Care
• Decorating Materials-Retailing
• Delicatessen
• Dental Lab
• Dentistry-General
• Dentistry-Oral Surgery
• Dentistry-Orthodontics
• Dentistry-Preventative
• Department Stores
• Desktop Publishing
• Developers
• Direct Mail Services
• Draperies-Retail
• Drug Stores
• Dry Cleaners
• Dry Goods-Retailing
• Education-Primary
• Education-Commercial
• Education-Community College
• Education-Private Schools
• Education-Secondary
• Education-Special
• Education-University
• Educational Services
• Educational Supplies
• Electrical Supplies-Retail
• Electrical Supplies-Wholesale
• Electronic Manufacturer
• Electronic Products-Retail
• Emergency Services
• Employment Agency
• Employment Sills Training
• Engineering-Audio
• Engineering-Civil
• Engineering-Communication
• Engineering-Electrical
• Engineering-Industrial
• Engineering-Marine
• Engineering-Petroleum
• Law-Bankruptcy
• Law-Business
• Law-Civil Litigation
• Law-Computer
• Law-Commercial
• Law-Contract
• Law-Copyright
• Law-Corporation
• Law-Criminal
• Law Enforcement
• Law-Estate Planning
• Law-Family
• Law-General Practice
• Law-Insurance
• Law-Labor
• Law-Malpractice
• Law-Personal Injury
• Law-Real Estate
• Law-Workers Compensation
• Lighting Supplies
• Liquor & Wine-Retailing
• Loans-Commercial
• Loans-Real Estate
• Loans-SBA
• Luggage-Retailing
• Lumber-Retailing
• Machine Shop
• Management Consulting
• Management Training
• Medical Products
• Microfilming
• Mobile Home Park Management
• Mortgage Companies
• Motorcycle-Retail
• Motorcycle-Service
• Moving & Storage
• Music Stores
• Newspaper Publishing
• Non-profit Organizations
• Nursing Services
• Office Equipment
• Office Supplies
• Opticians
• Optometrists
• Party Supplies-Retailing
• Pet Grooming
• Pet Shop
• Petroleum Distribution
• Photo Finishing
• Photography-Aerial
• Photography-Commercial
• Photography-Portrait
• Physical Therapy
• Picture Framing
• Polygraph Services
• Pool Services
• Postal/Message Services
• Postal Service
• Printing Broker
• Printing-Checks
• Printing Services
• Property Management
• Public Utilities-Gas/Electric
• Public Utilities-Telephone
• Public Utilities-Water Service
• Publicity/Public Relations
• Real Estate-Commercial
• Real Estate-Consulting
• Real Estate-Management
• Real Estate-Relocation Service
• Real Estate-Rentals
• Real Estate-Residential
• Recording Services
• Recreational Services
• Recycling Services
• Rehabilitation-Medical
• Religion
• Reporting Services-Deposition
• Restaurant-Fast Food
• Restaurant-Family
• Restaurant-Management
• Restaurant Specialty-Mexican
• Restaurant Specialty-Pizza
• Restaurant Specialty-Sandwich
• Retirement Homes
• Rubber Stamp Co.
• Savings & Loans Associations
• Secretarial Services
• Security Services
• Security Systems
• Service Stations
• Sewing Machines-Retailing
• Scouting
• Shoes-Retailing
• Shopping Center Management
• Signs
• Sporting Goods-Retailing
• Stationers
• Stock & Bond Breakage
• Storage Services
• Tax Service
• Taxi Services
• Tire Sales-Retail
• Tire Sales-Wholesale
• Title Companies
• Toys-Retailing
• Tractor Sales & Service
• Transportation-Air
• Transportation-Ambulance
• Transportation-Bus
• Transportation-Limousine
• Transportation-Truck
• Travel Agency
• Tree Services
• Trophy-Retailing
• Vending Supplies
• Video Production Services
• Waste Disposal Services
• Water Treatment
• Welcoming Services
• Word Processing Services 

TYPES OF MEMBERSHIP IN ROTARY CLUBS

TWO TYPES

1. Active membership – who fulfill membership qualifications.

2. Non active i.e Honorable members especially who do not hold classifications.

3. Membership not to be restricted on the basis of gender, race, color, creed, national origin.

Article (5) section 2 (b) of the RI constitution requires the club to have a well balanced membership in which no one business or profession or type of community service predominates the following criteria has been set.

Not more than 5 members of the same classification in a club. If the club membership is more than 50 the above limit may be exceeded so long as the classification does not exceed 10% of the membership.

Retired members can continue under their former classifications and are exempted from the above computation and limit.

Transferring members can be admitted even if this will exceed the classification limit.

Existing members changing classification are allowed even if this exceeds the limit.

Holders of public office for a specified time are not eligible to active membership under the classification of such office except those in the judiciary, schools, colleges, or other institutions of learning.

Other public officers have to continue serving under their existing classifications.

CONDUCTING A ROTARY CLASSIFICATION SURVEY

Classification according to Oxford Advanced teacher’s Dictionary is the act of classifying or creating groups or classes.

To survey is to look carefully at something.

Classification survey in a rotary club refers to scrutinizing various professions, vocations in a club for purposes of enhancing service.

• Each member of rotary club is given a classification at the time of induction, normally relating to his work or profession.
• A classification describes either the principal business or the professional service of the organization that the Rotarian works for or the Rotarians own activity within that organization.
• Article 5 Section 2 of the Constitution of Rotary International (RI) replicated in club’s rotary constitutions provides “ the following qualifications for a person to be a member of a rotary club
• An adult of good character
• Involved in good business, a professional and/ or reputable community leader engaged as proprietor, partner, corporate officer, or manager of any worthy and recognized business or profession.
• Holding any important position in any worthy and recognized business or profession or any branch or agency with executive capacity and discretionary authority.
• Having retired from any position listed above.
• Being a community leader, who has demonstrated through personal involvement in community affairs a commitment to service and the object of rotary.
• Having the status of rotary foundation alumnus .

In addition to the above his/her place of business or residence located in the
locality of the club or the surrounding area.

RI Convention 2012 in Bangkok

Register now for the 2012 RI Convention in Bangkok, Thailand, 6-9 May, and enjoy an unforgettable experience in the Land of a Thousand Smiles! Enjoy Thai hospitality. Make friends with fellow Rotarians from around the world. Take in spectacular sights. Taste delicious Thai cuisine. Experience a vibrant culture. Renew your commitment to Service Above Self. And have fun in a world class city.


Why attend?
My first convention opened up new frontiers to me. What I appreciated most was the unique experience of international fellowship.- Paulo Taveira de Sousa, Rotary Club of Lisboa-Estrela, Portugal………. And the Rotarians of Thailand have prepared a House of Friendship like no other, full of exotic flowers. The Host Events will delight your senses and warm your heart — especially the Children’s Opera, a boy and a TIGER, based on the “Life of Pi” by Yann Martel.

Grammy award-winning singer Angelique Kidjo joins an impressive lineup of speakers at the 2012 RI Convention. A UNICEF goodwill ambassador, Kidjo has used her musical talents to inspire and empower others around the world. Through her foundation, Batonga, she promotes the education of girls in Africa. She has campaigned for fair trade and an end to small-arms sales, which fuel conflict and human rights abuses in Africa.
Make your lunch plans now

Online registrationfor Rotary luncheons and preconvention meetings ends 1 March. After this date,remaining tickets can be purchased onsite only.
Enjoy a performance by musician Chin2 Bhosle at the President’s Recognition Luncheon, Monday, 7 May. Trained in Hindustani classical vocals, Bhosle is a singer, actor, and composer as well as the grandson of Asha Bhosle, the world’s most-recorded singer in history.


Experience the haunting strains of fado music performed by renowned Portuguese singer Sandra Fidalgo at the President-elect Leadership Luncheon on Tuesday, 8 May. Ed Futa, the 2013 Lisbon Convention committee chair, is your host.
Celebrate more than 90 years of Rotary in Asia at the Past Officer’s Luncheon on Wednesday, 9 May. The luncheon will feature a traditional Taiwanese dance performance and a keynote address from Past RI President M.A.T. Caparas.


Book your hotel through Rotary

Get the lowest rates possible at some of the best hotels in Bangkok by booking through Experient, Rotary’s official housing partner. Prices include breakfast, value-added tax, and all other taxes and fees. Reservations are on a first-come, first-served basis, so book now.
Plan your trip

Already registered for this year’s convention? Be sure to check Rotary’s website regularly for updates, deadlines, and news to help you make the most of your convention experience.