0hpehuvkls 0dwwhuv - microsoft · page 3 version. 2015.08.12 “our organizational priority is, and...

Membership Matters!

Workbook

Version.2015.08.12

Title Page

Siegel & Gale graph (Why join – Why Stay) …………….. 4 What Our Customers Value ……………………………….. 5 Attractive, Relevant & Involving Indicators ………………. 6 Preparing Our Club To Grow – Survey …………………… 7 What’s Rotary? The “Membership Matters!” Answer …... 9 Our Customer Profiles ……………………………………… 10 New Member Induction – Sample Script …………………. 12 New Member Letters – List of Topics ……………………... 13 Action Items: Now * 30 Days * 90 Days ………………… 14 3 Steps to Attraction & 5 Steps to Retention ……………… 15 Take Away Concepts ………………………………………… 16 About Membership Matters! ………………………………… 17 Where to Look & Who to Call! ………………………………. 18 Notes …………………………………………………………… 19

Version. 2015.08.12

“Our organizational priority is, and must be, membership… without members, there would be no Rotary. If we can achieve so much with the clubs and members we currently have, what could we do if we had more?”

John Hewko, General Secretary of Rotary International

Version.2015.08.12

1. Friends and Contacts

2. Local Impact

3. Vocation – Value Me &

My Work

4. Leaders to Work With

Version.2015.08.12

Providing what members want: -‐ Ability to have LOCAL impact -‐ FRIENDS and CONTACTS -‐ VOCATIONAL value – value me and my work -‐ Opportunities to work with LEADERS Having a variety of effective and “similar message” communications: -‐ Website -‐ Facebook page -‐ Bulletins and brochures Demonstrating positive club atmosphere & environment: -‐ All members and guests feel welcome -‐ Strong camaraderie (Having fun!) -‐ Family members welcome -‐ Interact & Rotaract members welcome

Version.2015.08.12

Rev 12‐01‐14 Any NO answers? How can we Turn NOs into YESs?

Preparing Our Club to Grow To sustain growth, clubs need to know why business and professional people join and why they stay. If invitees don’t join or members don’t stay, our club is not meeting or exceeding their expectations. To ensure our club is worth belonging to, start by answering the following questions. This will give us a starting point for improving our club.

Evaluate Your Club by Taking This SurveyA - First Impressions:

1) Are all guests and visitors greeted warmly and introduced to officers and members? Yes No

2) Do we have a weekly greeter at the front door? Yes No

3) Does our club keep a guest book with addresses and contact information? Yes No

4) Is the meeting room arranged in a professional manner? Yes No

5) Are guests and visitors introduced at the meeting? Yes No

6) Are guests & speakers considered and treated as if potential members? Yes No

B - New Member Induction:

1) Does our club hold formal induction, including presentation of a member pin? Yes No

2) Are inductees’ partner and/or children invited to the induction? Yes No

3) Are inductions “personal” so they focus on telling the club a lot about the new member? Yes No

4) Is the new member’s sponsor recognized? Yes No

C - New Member Orientation:

1) Are new members made to feel welcome? Yes No

2) Does the President (or other officer) personally send welcome letters & information to new members’ home address? Yes No

3) Are new members’ needs assessed for involving them in club activities? Yes No

4) Do we explain the benefits of membership to new members? Yes No

5) Are new members given an opportunity to do something? Yes No

6) Do we use an objective means or practice of measuring if new members are satisfied? Yes No

7) Has our club reviewed its “Blue Badge” requirements in the last two years? Yes No

D- Friendship, Variety and Communications:

1) Are our meetings typically enjoyable and educational? Yes No

2) Does our club have regularly scheduled social events? Yes No

3) Are inter-club events encouraged and planned? Yes No

Rod

Typewritten Text


4) Do all members participate in club, district, and/or international events? Yes No

5) Is a club newsletter issued on a regular basis? Yes No

6) Is our website kept up to date (weekly or more)? Yes No

7) Are all members “friends” on our Facebook page? Yes No

E - Program Planning and Meeting Organization:

1) Are the programs and speakers publicized in advance? Yes No

2) Do members know their program responsibilities? Yes No

3) Are member prepared to carry out their assignments? Yes No

4) Do our meetings begin and end on time? Yes No

5) Are members asked to fill out a club evaluation form each year? Yes No

6) Does our club promote ongoing Rotary education? (Webinars, Conferences, etc.) Yes No

F - Membership Strength:

1) Does our club really want to expand and attract new members? Yes No

2) Does our club grow each year in membership? Yes No

3) Is our club promoted in the community? Yes No

4) Are club meetings varied and exciting? Yes No

5) Does our club hold a regular (quarterly) member development program? Yes No

6) Do we explain and feature the benefits of membership to existing members? Yes No

7) If asked by anyone, can all members explain what Rotary is? Yes No

8) Do all guests and members feel welcome at our meetings? Yes No

9) Does our club have a protocol for following up with members not involved in club activities? Yes No

10) Does our club make adjustments to the needs of members to keep them in the club? Yes No

G - Our Vocations and Professions

1) Do all other members know your name and vocation? Yes No

2) Do you know the name and vocation of all other members Yes No

3) Do you do business with fellow Rotarians? Yes No

4) Does our club put adequate emphasis on members’ professions and abilities? Yes No

H - Recognizing Accomplishments:

1) Does our club have recognition awards? Yes No

2) Is a progress chart displayed and maintained for projects? Yes No

3) Are member achievements formally recognized with ceremony? Yes No

4) Are club leaders recognized? Yes No

5) Are club and member achievements publicized? Yes No

Rod

Typewritten Text


Preparing Our Club to Grow To sustain growth, clubs need to know why business and professional people join and why they stay. If invitees don’t join or members don’t stay, our club is not meeting or exceeding their expectations. To ensure our club is worth belonging to, start by answering the following questions. This will give us a starting point for improving our club.

Evaluate Your Club by Taking This SurveyA - First Impressions:

1) Are all guests and visitors greeted warmly and introduced to officers and members? Yes� No�

2) Do we have a weekly greeter at the front door? Yes� No�

3) Does our club keep a guest book with addresses and contact information? Yes� No�

4) Is the meeting room arranged in a professional manner? Yes� No�

5) Are guests and visitors introduced at the meeting? Yes� No�

6) Are guests & speakers considered and treated as if potential members? Yes� No�

B - New Member Induction:

1) Does our club hold formal induction, including presentation of a member pin? Yes� No�

2) Are inductees’ partner and/or children invited to the induction? Yes� No�

3) Are inductions “personal” so they focus on telling the club a lot about the new member? Yes� No�

4) Is the new member’s sponsor recognized? Yes� No�

C - New Member Orientation: 1) Are new members made to feel welcome?

Yes� No� 2) Does the President (or other officer) personally

send welcome letters & information to new members’ home address? Yes� No�

3) Are new members’ needs assessed for involving them in club activities? Yes� No�

4) Do we explain the benefits of membership to new members? Yes� No�

5) Are new members given an opportunity to do something? Yes� No�

6) Do we use an objective means or practice of measuring if new members are satisfied? Yes� No�

7) Has our club reviewed its “Blue Badge” requirements in the last two years? Yes� No�

D- Friendship, Variety and Communications:

1) Are our meetings typically enjoyable and educational? Yes� No�

2) Does our club have regularly scheduled social events? Yes� No�

3) Are inter-club events encouraged and planned? Yes� No�

Rod

Typewritten Text

Page 7


4) Do all members participate in club, district, and/or international events? Yes� No�

5) Is a club newsletter issued on a regular basis? Yes� No�

6) Is our website kept up to date (weekly or more)? Yes� No�

7) Are all members “friends” on our Facebook page? Yes� No�

E - Program Planning and Meeting Organization:

1) Are the programs and speakers publicized in advance? Yes� No�

2) Do members know their program responsibilities? Yes� No�

3) Are member prepared to carry out their assignments? Yes� No�

4) Do our meetings begin and end on time? Yes� No�

5) Are members asked to fill out a club evaluation form each year? Yes� No�

6) Does our club promote ongoing Rotary education? (Webinars, Conferences, etc.) Yes� No�

F - Membership Strength:

1) Does our club really want to expand and attract new members? Yes� No�

2) Does our club grow each year in membership? Yes� No�

3) Is our club promoted in the community? Yes� No�

4) Are club meetings varied and exciting? Yes� No�

5) Does our club hold a regular (quarterly) member development program? Yes� No�

6) Do we explain and feature the benefits of membership to existing members? Yes� No�

7) If asked by anyone, can all members explain what Rotary is? Yes� No�

8) Do all guests and members feel welcome at our meetings? Yes� No�

9) Does our club have a protocol for following up with members not involved in club activities? Yes� No�

10) Does our club make adjustments to the needs of members to keep them in the club? Yes� No�

G - Our Vocations and Professions

1) Do all other members know your name and vocation? Yes� No�

2) Do you know the name and vocation of all other members Yes� No�

3) Do you do business with fellow Rotarians? Yes� No�

4) Does our club put adequate emphasis on members’ professions and abilities? Yes� No�

H - Recognizing Accomplishments:

1) Does our club have recognition awards? Yes� No�

2) Is a progress chart displayed and maintained for projects? Yes� No�

3) Are member achievements formally recognized with ceremony? Yes� No�

4) Are club leaders recognized? Yes� No�

5) Are club and member achievements publicized? Yes� No�

Rod

Typewritten Text

Page 8

It’s a leadership organization… We’re made up of local business, professional and civic leaders. We meet regularly, get to know each other, form friendships, and through that we’re able to get things done in this community.

Page 9 Version.2015.08.12

Four prospective member profiles How would your answer to ‘What’s Rotary’ be customized?

Profile #1 - Mike Jones

Age: 60

Status: Doctor. Long-time resident in community. Recently retired and sold his practice. Married.

Interests: Fly fishing and photography

Other Groups: American Medical Association. Local fly fishing group. He was a Rotary club member 20 years ago. Left due to time commitments and never felt engaged.

Profile #2 - Judy Spivey

Age: 27

Status: Lawyer. Recent grad from law school has passed bar exam and joined a local law firm. Grew up in another community and was a member of Rotaract in college. Not married.

Interests: Reading. Travel. Outdoor activities.

Other Groups: American Bar Association. Member of Alpha-Alpha-Alpha Sorority alumni. Has joined a local church.

Rod

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Page 10

Profile #3 – George Sell

Age: 40

Status: Small Business Owner – Automotive Service. Recently assumed from his father the management of family owned well established automobile service company. Married with 3 school-age children.

Interests: Stock car racing. Restoring old cars. Coaches youth soccer and baseball.

Other Groups: Hot Rod Association. Chamber of Commerce

Profile #4 - Nancy Walker

Age: 35

Status: Small Business Owner – Women’s Apparel. Recently opened a boutique dress shop. Married – no children. Husband is member of local Lions club.

Interests: Golf and Tennis

Other Groups: Hispanic Chamber of Commerce

Notes ___________________________________________

_______________________________________________

_______________________________________________

_______________________________________________

Rod

Typewritten Text

Page 11

New Member Induct ion: Membership Matters! Approach

(To audience) Today, I have the pleasure of inducting our newest member, Mary Smith. With her today is her husband, Bill, a chemical engineer with Beckman Industries, and their son, Greg, and their daughter, Melissa, who are both students in Livingston Middle School. Also with her today is her Sponsor, Chuck Williams. (To Mary) Mary, we are looking forward to you joining our Rotary club. You’ll find that the Club can be a cheering section when things are going well and a support system when they’re not. You’ll also find that our families are an integral part of our Rotary experience. So, Bill and Greg and Melissa are always welcome to join us, have breakfast, share news, participate in projects… and be a part of the Family of Rotary. (To audience) As you all may know, Mary owns Smith’s Stationary store that she opened six months ago, and she’s been an active member of the Chamber of Commerce. Now, let me tell you a few things you may not know about Mary. She graduated with honours in her class from the University of Washington, with a major in business administration. Before relocating here and opening her stationary story, Mary worked as a business representative and then department manager at the Apple division offices in Seattle. She is an avid hiker. She holds an airplane pilot’s license and owns a Cessna 172 that she has flown across the country, and that she has used to transport medical patients as part of the Angel Wings program. She says that she is a bad skier, but a good golfer… and with a 10 handicap, that should really help our club in next month’s golf tournament with the other Rotary clubs in the area! (To Mary) Mary, I’m presenting you with some key Rotary documents, including the 4-‐Way Test and the Object of Rotary. Mary, I’ve given you a “Sponsor” pin that I’d like you to pin on Chuck to signify that he has sponsored you. (She pins it on him) (To Sponsor) Chuck, as her sponsor would you please pin the Rotary pin on Mary. (Done) (To Mary) And Mary, here is an additional Rotary pin. In order to share the Rotary experience, can you within 3 months bring in a new potential member “of the same quality and caliber” as yourself? (Mary – Yes) Mary, welcome to the Rotary Club of New Town. You are now the newest Rotarian in the World! (To the audience) May I present Mary Smith, the newest member of our Rotary Family. (Members all stand and applaud… in smaller clubs, come forward to personally welcome Mary and her family)


Welcome Community Service

Communications International Service

Classifications Youth Service

Rotary Basics Our Foundation

Club Service Attendance

Vocational Service Sponsoring Letters are in MS-Word format. You may customize them for your club. Find letters and other materials at: > sign on to www.rotary5060.org > select “DISTRICT” tab > select “Membership Matters!” **All available resources including the letters are listed along the left-hand side.


Date Complete Easy Now Action Items 1. Identify members in club for 24 months or less. 2. Schedule work/personal talks for newer members. 3. President personally meets with newer members. RE: Interests 4. Board adopts “Name / Vocation” program 5. Start personalized inductions. 6. Start New Member letters. 7. Top “Easy To Do Take Away” implemented. 8. Plan to turn NO’s on survey into YES’s.

Date Complete Easy 30-Day Action Items

1. All members develop a “What’s Rotary” response. 2. Review and update website. 3. Assign Greeters & establish protocols. 4. All members begin knowing names/vocations of all others. 5. Continue work/personal talks by all members. 6. Top two “Take Away” ideas are implemented. 7. Turn top three NO’s into YES’s.

Date Complete 90-Day Results

1. All members know names/vocations of all others 2. Continue having work/personal talks for all. 3. Guests/Visitors all feel welcome. 4. All members feel welcome; a “Cheers” culture has developed. 5. All members are involved. 6. All members comfortable answering “What’s Rotary?” 7. Remaining NO’s are turned to YES’s.


3 Steps to Attraction

1. The ask and the answer 2. Website, Facebook, etc 3. Good first impression

5 Steps to Retention

1. Orientation 2. Personal induction 3. Friends – names & vocations 4. Involvement opportunities 5. Add Rotary knowledge


1. Think Local.

• International will come 2. Provide Friends and Contacts.

• It’s the #1 reason people stay in Rotary. 3. Know the Name and Vocation of each member.

• You can’t have friendship with other members if you don’t even know their names.

• You can’t have pride in the club and in members if you don’t even know what they do.

4. Develop Leaders.

• A Rotary Club is a leadership organization, not just a friendship or service club – that’s what makes us special & different from other groups!


We are helping members become better leaders, And in that process

We are helping communities become better communities.

Membership Matters! is a program based on four key concepts gleaned from the siegel + gale report that was commissioned by Rotary International. That report has fundamentally changed traditional thinking about members in Rotary. Membership Matters! introduces some basic, simple tools that District and Club leades can adopt with immediate actions to attract and retain members consistent with the siegel + gale concepts.

Want help teaching your members?

• Trainers can bring Membership Matters! to your area. Requirements?

• A 3-‐hour session devoted entirely to Membership Matters!

• An appropriate training location and A/V equipment. • A Saturday or Sunday training date. • An audience of district & club leaders representing a significant number of clubs in your area.

District Team Provides…

• Experienced, high-‐motivation trainers (team of two). • Exciting “hands-‐on” exercises that involve the entire audience.

• Session workbooks, handouts and take-‐away materials.


Membership Matters Trainers

Jim Adamson PDG D5060 District Trainer [email protected]

Bruce Falkins PDG D5060 Assistant Coordinator (Membership) Zone 24W [email protected]

Zone 24 Rotary Public Image Coordinator (RPIC) Rotarians can contact their Zone RPIC for help to communicate Rotary’s success stories.

Sean Hogan PDG D5050

[email protected] District Membership Area Representatives (MARs)

District 5060 has a MARs rep for each of the 9 areas. For assistance with any aspect of your membership program find your rep at: www.rotary5060.org Select “DISTRICT” tab Select “Membership Matters!” Select “Membership Area Representatives”


Version.2015.08.12

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