rotary district 5340 2014 district assembly - membership attraction & retention

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William (Bill) Angus,

Membership Chair 5340 / 2013-15

MEMBER ATTRACTION &

RETENTION

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Agenda

What does your Club stand for?

How do you attract people?

What are some ideas for finding new members?

How do you retain members?

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Club Mission

What is your club passionate about?

How would you find out, if you don’t

know?

Does your club web site or brochure tell

people what you do?

Do your members know what your club

does?

Is your club meeting agenda visitor/guest

friendly & focus on the guest experience?5

Membership Strategy

The 4 R’s

• Re-Brand

• Re-Tool

• Re-Engage

• Recruit

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Membership Strategy - Re-Brand

Communicate your Passion

• Remind Members

• Newsletters

• Emails

• Facebook

• Website

• Newsmedia

• Fundraisers

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Membership Strategy - Re-Tool

New ways to attract members?

What works for you?

Where to find people who share

your passion?

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Membership Strategy – Re-Engage

Six Ideas

Open House

Satellite Club

Meet community leaders

Youth Service – Parents

Connect fund raisers to your passion

Who lives in your community?

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Who lives in your community?

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More Ideas - New Members

Proposal Card …At a Club meeting have every

Member fill out a Proposal Card. Follow-up by

assigning individuals to invite the proposed

individual to a Club meeting or service project.

Friends of the Club President …The Club

President asks three (3) Members as a personal

favor to propose a new Member within a month.

When the first one does so, approach another the

same way so as to always have three (3) Members

working on a personal pledge to the Presidents.

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More Ideas - New Members

Six-Month Plan…Encourage every new

member to bring in another new member

within six months. A district in Arkansas,

USA, experienced 17 percent growth using

this plan.

Five for One Team…Divide the Club into

groups of 5. Assign each group to bring in

at least one new member within three (3)

months. Make this a contest with proper

recognition for the winning group.12

More Ideas - New Members

It Takes Two … Assign an accountability

partner to each member of the club and call

each other weekly to follow up on who

they are inviting to Rotary this week. Pair

them up by complimentary classification.

Rotary Guest Day…Develop a list of

potential members and distribute

invitations to those on the list. Host a meal

or Happy Hour and information evening for

those who accept the invitation.13

More Ideas - New Members

Classifications …The Rotary Club of

Trenton, Ontario, Canada, reads a list of

unfilled classifications at each meeting.

This regular reminder helps Club members

consider potential members during their

daily interaction with a wide variety of

people. The Rotary Club of Trenton gained

20 new members through this strategy.

Alternate Meeting Times … Majority of

loses in Rotary Clubs -LUNCH MTG-14

More Ideas - New Members

Community Projects …A successful

project attracts new members. Encourage

Club members to invite their friends to

participate in a worthwhile community

project.

Increase Efforts …Increasing generational

diversity. Change the Club practices to be

more attractive to the next generation.

Focus on the guest experience at your club

and revise your meeting agenda / format.15

Attract The Next Rotary Generation

Look Back to Plan Forward …Re-

connect with the mass of young people

who already know you and have benefitted

from what you do.

Start Small …Invite younger prospective

members to help out with short-term

targeted projects.

Focus on Outcomes rather than Process

…What are you achieving; Who are you

helping;& How are you making an impact?16

Attract The Next Rotary Generation

Use Stories to Get Your Message

Through …The facts and logic may

impress them, but your stories and

experience will inspire them.

Concentrate on Common Purpose not

Common Interests …The next generation

of Rotarians look, sound, and think

differently than you.

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Highlights of 2013-14 Presidential

Citation Membership Criteria

Membership Criteria

Organize at least one

networking event in

which club members can

meet other local

professionals and

introduce them to

Rotary. Work with

your membership chair

on this.18

Highlights of 2014-15 Presidential

Citation Membership Criteria

Light Up Rotary

Membership Criteria

Our club achieved a net

gain of one member. (5

points)

Our club achieved a net

gain of 1-4 percent. (10

points)

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30 Pts

Highlights of 2014-15 Presidential

Citation Membership Criteria

Light Up Rotary

Membership Criteria

Our club achieved a net

gain of 5-10 percent. (15

points)

Our club achieved a net

gain of more than 10

percent. (20 points)

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30 Pts

Highlights of 2014-15 Presidential

Citation Membership Criteria

Light Up Rotary

Membership Criteria

Our club president

personally sponsored two

new members. (5 points)

Submit and achieve

membership development

goals for 2014-15 on

Rotary Club Central. (5

points) 21

30 Pts

Highlights of 2014-15 Presidential

Citation Membership Criteria

Light Up Rotary

Membership Criteria

Ensure that every club

member has a profile on

My Rotary. (5 points)

Promote member engagement by ensuring that

each club member is assigned a specific role in

your club’s leadership development goals for

the year, either in a leadership position or as a

member of a club committee, subcommittee,

or project initiative.1 (5 points)22

30 Pts

Highlights of 2014-15 Presidential

Citation Membership Criteria

Light Up Rotary

Membership Criteria

Increase your club’s member

retention rate by at least one

percent over the previous year. (5

points)

Increase the diversity of your club’s

membership by recruiting at least two

new members who belong to a

demographic group (for example, gender,

age, profession, or ethnicity) that is

underrepresented in the club. (5 points)

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30 Pts

Highlights of 2014-15 Presidential

Citation Membership Criteria

Light Up Rotary

Membership Criteria

Successfully recruit the spouse of a club

member or successfully refer a spouse to

another Rotary club for membership. (5

points for each spouse that becomes a

Rotarian this year; maximum of 15 points

total for this activity)

Successfully recruit a former Rotaractor

or Rotary alumnus to join your club or

successfully refer them to another Rotary

club for membership. (5 points for each

former Rotaractor or Rotary alumnus

that becomes a Rotarian this year)

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30 Pts

Useful information about retaining

your members can put to use

today.

RETENTION

of all new members

leave within three years.

RETENTION

Don’t get to the middle of the

year and say:

“Oh no, we forgot about

Retention!”

WHAT A MEMBER IS

We Are All Ambassadors Of Rotary

– Positive attitude towards the

growth and goals of your club.

– Through our interaction with the

public we create an avenue for

growth in membership.

Why be concerned?

• Less hands to serve the community

• Reduced potential for giving

• Less friendship and networking

• Darn hard getting a new member!!!

Why DO MEMBERS LEAVE?

• They have to

• They want to

We can work on those that want to leave!

Why DO MEMBERS LEAVE?

• Burnout

• Lack of Involvement

• Financial

• Missed Expectations

• No Clear Mission

• Personality Conflicts

• Bad Meetings

• Time Constraints

• Job Transfer

• Medical / Death

• Not Felt Needed

• Didn’t Understand Mission of Rotary

RETENTION

• A critical piece of retaining

members is to listen to the

needs of the membership

and to ensure the Club is

satisfying those needs.

Innovative and Flexible

Rotary clubs are:

Fun, dynamic, diverse, resilient, tolerant,

interested in trying new things, proactive, member

driven, results oriented, resourceful, inspirational, and

relationship rich.

They support and strengthen their membership, focus

and increase their humanitarian service, and enhance

their public image and awareness.

-RI Quote from “Innovative Clubs”

Rotary clubs are like businesses

• They must have clear direction

• They must be consistent

• They must provide value

• They must be informative

• They must care about their members!

VALUE FOR YOUR MEMBERS?

• Does your club provide a good value for their time and $$$ ?

• What is your average billing rate?

• Multiply by # of members

• Multiply by 1.5 hours each week

VALUE FOR YOUR MEMBERS?

• Does your club offer your

members opportunities that

they can’t get anywhere else?– Programs

– Service Projects

– Networking

– Knowledge

– Giving

3 TIPS ON RETENTION

Every member needs three things:

• 1) A Friend (mentoring)

• 2) An Assignment (responsibility)

• 3) To Be Nourished (education)

3 TIPS ON RETENTION

A Friend:

• A friend in Rotary to whom they can constantly turn, who will walk beside him, who will answer their questions, who will understand their problems.

• FAMILY of ROTARY

3 TIPS ON RETENTION

A Friend:• If you want a friend you

have to be one.

• Does your club recognize when a member is gone, and do you call them to let them know they were missed?

• Even those members that left?

3 TIPS ON RETENTION

A Friend:

• Is your new member induction

process planned and

structured?

“Welcome to Rotary, here is your

new member packet.”

• Let people know what the

membership requirements are

BEFORE they join.

3 TIPS ON RETENTION

An Assignment:

• Activity is the genius of Rotary.

• It is the process by which we grow like the muscle of my arm.

• An assignment should be given to everyone, especially new members.

3 TIPS ON RETENTION

To be nourished:

• They need to understand what it is

when we say Service Above Self.

• Hold fireside chats for new

Members.

• Explain to members what the

Rotary Foundation does and its

purpose.

3 TIPS ON RETENTION

• Retention REQUIRES

keeping members engaged

in beneficial service and

meaningful friendships!!!

Reminder: August is membership

month…

Membership

• “Every one of us in Rotary is here because we were invited, and because we made a choice to accept that invitation. Every day since then, we’ve been faced with another choice: whether to just be a member of a Rotary club, or to truly be a Rotarian”

– R.I. President Ron Burton

Engage Membership Question

What are you doing that is working?

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≈Unite, Invite, Ignite≈