Creating an engaged and diverse membership is key to your club’s success, but determining how to do that can be a challenge. We’ll introduce the basic skills needed to map out membership goals and identify the steps for a written membership plan, including a marketing program to attract younger and more diverse members and an engagement program to guide the involvement of club members and community.

1. 2014 ROTARY INTERNATIONAL CONVENTION
How to Write a Membership Plan
PDG Richard Elixman
District 5100
DG Eric Schmautz
District 5150

2. CLUB PLANNING: THE KEY TO MEMBERSHIP GROWTH

3. SETTING THE VISION
• Club Visioning
• Retreats to Develop
the Vision
• Members Ownership
of the Vision
• Guiding Core Values
• District Programs
Vision
1

4. STRATEGIC INITIATIVES
• Translate the
Vision into Action
• Transform the
Club
• Vehicle for
achieving and
prioritizing
Strategic Goals

5. SAMPLE STRATEGIC INITIATIVE
Our club will create a living membership plan in
order to attract new members to our club,
engage all members in our club, and outreach
to the local community for participation and
support, especially of the business
community.

6. S.M.A.R.T. GOALSGoal
2
T
S
M
A
R
• Specific (Clear, concise, tangible)
• Measurable (Dollars, volume, time,
experiences)
• Actionable (You can do something
to actually make this happen)
• Timed (Deadlines announced,
committed to)
• Realistic (50% realistic is fine)

7. SAMPLE MEMBERSHIP GOALS
1. Increase club membership by at least net 1
new member each month through June 2015.
2. Create more diversity in the club by having
50% more females by June 2015.
3. Increase the membership of local industry
members by 10% by June 2015.

8. IDENTIFYING PROJECTS
• Goals often involve
more than one project
• Projects must include:
• Intended results
• Key People and their
roles
• Actions to take
• Time-line for actions
• Budget implications
Project
3

9. SAMPLE MEMBERSHIP PROJECTS
A. Develop club activities that attract new
members.
B. Create club activities that engage members.
C. Establish a community outreach program
specifically to the local business community.
GOAL 1: Increase club membership by at least net 1 new
member each month through June 2015.

10. ASSIGNING TASKS
• Specific Actions required
for success of the Project
• Tasks Require:
• Description of Task
• Start & Completion Dates
• Lead Rotarian
• Other members
• Budget items
Task
4

11. SAMPLE MEMBERSHIP TASKS
Project A: Develop club activities that attract
new members.
Tasks:
• Develop social media sites with a scheduled update
at least every two days.
• Create a list of potential club members.
• Invite potential new members to club social events.
• Determine follow-up procedures for potential club
members.

12. SAMPLE MEMBERSHIP PROJECTS
A. Develop club activities that attract new
members.
B. Create club activities that engage members.
C. Establish a community outreach program
specifically to the local business community.
GOAL 1: Increase club membership by at least net 1 new
member each month through June 2015.

13. SAMPLE MEMBERSHIP PROJECTS
A. Develop club activities that attract new members.
B. Create club activities that engage members.
C. Establish a community outreach program
specifically to the local business community.
GOAL 1: Increase club membership by at least net 1 new
member each month through June 2015.

14. MONITORING AND CONTINUED REVIEW
• Web Access or use
Paper Based System
• Quick Entry of
Progress being Achieved
• Changes Shared with all
Club Members
• Living Document changing
as Needs Change

15. CLUB LEADERSHIP
• Communication
• Engagement
• Sharing
• Consensus
• Continuity
• Consistency

16. HOW TO WRITE A MEMBERSHIP PLAN

17. TRAINING AND RESOURCES FOR YOUR TEAM
International Vision Facilitation Council
www.RIVisionFacilitation.org
Rotary Zones 25 & 26 Planning Team
www.zone2526.org
Richard Elixman, PDG
rdelixman@gmail.com

18. QUESTIONS?
EXCHANGE IDEAS

19. THANK YOU!
TAKE ACTION, EXCHANGE IDEAS, JOIN LEADERS