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Achieving Membership Growth
     Preparing an Action Plan
           For Your Club

       Adapted from a presentation by
     Past Governor Ron Denham R.I.M.C.
                  Canada
Key Messages
• The traditional approach to Membership
  Development has failed to deliver results; a
  new approach is needed
• The plan must focus on the end result and
  reflect available resources and capacity
• The plan must be based on a buy-in of all
  concerned
• The process must be simple and easy to
  understand.
Website

• Does your club have a professional looking
  website that reflects your club?
• Is your website updated weekly?
• Is your club easy to find via google?
• Does your website have a link to your
  Facebook page?
Communication

• Is your member club data up to date?
• Does your club send out weekly ebulletins?
• Does your club have fellowships regularly?
• Are all members engaged?
• Do all members understand your mission?
•




    •Rotary fact



    As of July 2011, the average club size in the
    USA & Canada was 25 members; in the
    Caribbean Islands, the average club size was 29.
    The average club size for all Rotary clubs
    worldwide is 31.

      •From 2011-12 Regional Supplement
                                          .
•




    •Poll


    •During the last 5 years, do you know the total
      number of Rotarians joining your club and the
      total number leaving your club?



      •According to Clubrunner: (you can get this #)
Rotary Club of Your Town
Active Members        40
Honorary Members      6
Inactive Members      19
FRIEND OF ROTARY 0
Exchange Students     0
Staff                 0
Other                 0
Leave of Absence      0
Corporate Members     0
Prospective Members   0
Visiting Member       0
Interact              0
Rotaract              0


But according to Rotary International: you have 41 Reg and 8 honorary! Why the
  discrepancy???
•Where is your club today?


•o   Rotary Club of

•o   Membership Chair: ?

•o   Membership Committee includes ?

•o   Club President is:



•oClub Chartered 9/21/19??
•o 40 members currently
•o Average age ?
•o Married/single/gender
Before We Design an Action Plan

• Let’s take a closer look at our Club
• When you come to a meeting does someone
  always greet Guests and Visitors?
• Is the room able to handle visual
  presentations in a professional way?
• Does the club proudly display all of your
  Paul Harris Fellows in the room?
Before We Design an Action Plan

• Does the club have a Mentor program for
  new members?
• Does the club have an induction program for
  the new member?
• What materials do you present to a new
  member?
• Do you give them a password and login?
Greeting Members
Each week a
Greeter should be
assigned to greet
guests, speaker and
visitors.
Make everyone,
old and new alike,
feel welcomed to
your meetings.
Professional Meeting Room Atmosphere
•Will your meeting be
interrupted by
distractions?
•Can you present
slides or videos
without a lot of
problems?
•Can you have fun
without disturbing
other people in the
restaurant?
•




    •Rotary fact



      68% of current Rotarians are satisfied with the
      organization of their club meeting, while only
      44% of former Rotarians were satisfied with
      the organization of their club meetings.

                   •From the Membership Experience Feedback Survey Report
•




    •Poll




      Does your club have a structured program and a
      committee dedicated to member engagement?
Proudly Display all
Paul Harris Fellows in Club
•Display your
achievements as a club.
•Flags/Banners of other
clubs your members have
visited
•Assign a sergeant at arms
to set up display each
week.
Establish a Mentor Program
•Assign a New
Member to one of
Your Mature
Members
•Give new Member
a Committee to
Work with his
Mentor
Induction Ceremony
•Formal Ceremony
presenting new         • Present Membership Certificate
members materials        to Display
they need to succeed
                       • Present “What is Rotary”
as Rotarians
•Involve member’s      • Present Club Banner and Pin
sponsor as well as
                       • Rotary Basics brochure
President of Club.
                       • ABC’s of Rotary book
                       • Welcome to Rotary and
                         Foundation Facts brochure
Now We Can Proceed to Action

• Many clubs need to fine tune their club
  service mechanism before addressing
  membership
• All clubs need to determine who they are
  going to approach for membership
• Younger members, retirees, more women,
  more diverse members, etc.
•How have you attracted new members?

Used to depend on word of mouth

Converted a number of speakers

All interested people are invited to a meal where we
have a presentation on Rotary and our Club in the
community, in district and internationally

They are then encouraged to come to a couple of regular
 meetings – preferably with speakers.
The Context…What is the Goal?


 Identify     Inform   Induct   Involve   Educate   Excite
prospective    About    into      In        In      About
 members      Rotary   Rotary    Club     Rotary    Rotary




                            Impacting The Community
Key Elements of an Action Plan



 Inputs    Activities   Results
Examples of Inputs
• People
• Money
• Materials
• Information
• Energy
• Knowledge
Examples of Activities
• Collect information   • Assign responsibility
• Analyze information   • Set deadlines
• Identify options      • Carry out tasks
• Select the “best”     • Report back
• Define the tasks
Examples of Current Results
 • Increase net membership to +4
 • 95% Retention rate
 • Form new club in District
 • Too few women
 • Too many older members
 • Need young people
Question:

How would you
develop an action plan
to reach a personal or
professional goal?
Example – The Process
• What did you want to achieve?

• How did you go about it?

• Did you get the results you expected,
  when you expected?

• If no, what did you do about it?
Considerations
• State the results you wish to achieve
• Look at different methods of proceeding
• Assess, evaluate, choose
• Draw up a list of tasks
• Set a time line
• Commit — start work
How to Develop an Action
Plan for Membership Growth
Inputs
• Get Club/ District/Zone/RI goals
• Approval and Commitment of Club
• Entire membership must understand
they are part of membership attraction
and engagement efforts.
So let’s get to work!
Select a Strategy for the Club
One person can make a difference!
Prepare the Action Plan!
Proceed with the plan!
Make the Induction Memorable!
Engage the New Members!
Results
• Review and Evaluate Results
• Revise, Implement, Repeat
• Continue to engage the New
  Members in Club Activities
Important Steps to remember
 •   What are your club/district goals?
 •   How do we get buy-in from your club?
 •   Select the Strategy
 •   Preparing the Action Plan -
     Membership Committee
 •   Induct New Members
 •   Review and Evaluate Results
 •   Revise, Implement, Repeat, Engage
• What are your club goals?
• How do we get buy-in from
  the club?
Get buy-in from Club and
    Membership Committee

   •Review present situation
   •Have committee propose strategies
   •Identify roadblocks


If we continue to do what we’ve always done,
    we’ll continue to get the same results
Selecting the Strategy
• Preparing the Action Plan -
  Membership Committee
 (Steps needed to implement?)
• Induct (hopefully) —
  Introduce to Mentor!!
• Have a Member Certificate
  that can be displayed by the
  member at work.
• Engage on a Committee.
Review and Evaluate Results
•List thoughts, comments, results on flipchart
 •Get response from all committee members
            •Handout worksheet
Revise
   Implement
         Repeat
            Engage
Membership Retention
Prepare and manage a similar process
Members need to feel welcomed and
part of the team.
Members should share their vocations.
•District 6440
 Expand District Membership Committee for the next three years

 Similar issues for all clubs in district

 Committee allows us to share ideas

 SHARED MEMBERSHIP – Friends of Rotary

  District should add a new role for someone to be District Mentor –
to keep in touch with clubs as to how their new members are
settling in.
•How/Why is this
changing?
 Children/friends of Rotarians
 want to join Rotary

 Inquiry form on District
Facebook page is a success

 Many clubs have got new
 members through these leads

 Sometimes it is better to
 stagger inducting new
 members
•Context the importance of an active club member!
     Recognize
•    Build awareness of the strengths and weaknesses of your club!

•    Encourage your members to talk knowledgeably about:
      •     1. Your club 2. Rotary!

•    Engage your members!

•    Pay special attention to your newest members!

•    Listen to your membership!

• GROW YOUR MEMBERSHIP!
•What to do?




                      Family-friendly service projects

         Organize social events & invite family and friends

                            Integrate new members

   Find out new member’s expectations/what they want to do

    Engage members by including them on club committees
•What else?
Remember your older
•members – keep them
•involved too!

Find out how the Club used
•to do things!

Keep members updated &
•engaged in your club’s
•activities by sending them
•to your club website
Invite a Prospective Member Next Week and
Recite the FOUR Way TEST a little differently!
Make it a 5 Way TEST!!!

     The FOUR Way Test of the things we Think, Say, and DO!

     FIRST      Is it the TRUTH?

     SECOND      Is it FAIR to all Concerned?

     THIRD      Will it build GOODWILL and BETTER
                   FRIENDSHIPS?

     FOURTH Will it be BENEFICIAL to all concerned?

     FIFTH      Is it FUN?

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Achieving membership growth 2012 v4

  • 1. Achieving Membership Growth Preparing an Action Plan For Your Club Adapted from a presentation by Past Governor Ron Denham R.I.M.C. Canada
  • 2. Key Messages • The traditional approach to Membership Development has failed to deliver results; a new approach is needed • The plan must focus on the end result and reflect available resources and capacity • The plan must be based on a buy-in of all concerned • The process must be simple and easy to understand.
  • 3. Website • Does your club have a professional looking website that reflects your club? • Is your website updated weekly? • Is your club easy to find via google? • Does your website have a link to your Facebook page?
  • 4. Communication • Is your member club data up to date? • Does your club send out weekly ebulletins? • Does your club have fellowships regularly? • Are all members engaged? • Do all members understand your mission?
  • 5. •Rotary fact As of July 2011, the average club size in the USA & Canada was 25 members; in the Caribbean Islands, the average club size was 29. The average club size for all Rotary clubs worldwide is 31. •From 2011-12 Regional Supplement .
  • 6. •Poll •During the last 5 years, do you know the total number of Rotarians joining your club and the total number leaving your club? •According to Clubrunner: (you can get this #)
  • 7. Rotary Club of Your Town Active Members 40 Honorary Members 6 Inactive Members 19 FRIEND OF ROTARY 0 Exchange Students 0 Staff 0 Other 0 Leave of Absence 0 Corporate Members 0 Prospective Members 0 Visiting Member 0 Interact 0 Rotaract 0 But according to Rotary International: you have 41 Reg and 8 honorary! Why the discrepancy???
  • 8. •Where is your club today? •o Rotary Club of •o Membership Chair: ? •o Membership Committee includes ? •o Club President is: •oClub Chartered 9/21/19?? •o 40 members currently •o Average age ? •o Married/single/gender
  • 9. Before We Design an Action Plan • Let’s take a closer look at our Club • When you come to a meeting does someone always greet Guests and Visitors? • Is the room able to handle visual presentations in a professional way? • Does the club proudly display all of your Paul Harris Fellows in the room?
  • 10. Before We Design an Action Plan • Does the club have a Mentor program for new members? • Does the club have an induction program for the new member? • What materials do you present to a new member? • Do you give them a password and login?
  • 11. Greeting Members Each week a Greeter should be assigned to greet guests, speaker and visitors. Make everyone, old and new alike, feel welcomed to your meetings.
  • 12. Professional Meeting Room Atmosphere •Will your meeting be interrupted by distractions? •Can you present slides or videos without a lot of problems? •Can you have fun without disturbing other people in the restaurant?
  • 13. •Rotary fact 68% of current Rotarians are satisfied with the organization of their club meeting, while only 44% of former Rotarians were satisfied with the organization of their club meetings. •From the Membership Experience Feedback Survey Report
  • 14. •Poll Does your club have a structured program and a committee dedicated to member engagement?
  • 15. Proudly Display all Paul Harris Fellows in Club •Display your achievements as a club. •Flags/Banners of other clubs your members have visited •Assign a sergeant at arms to set up display each week.
  • 16. Establish a Mentor Program •Assign a New Member to one of Your Mature Members •Give new Member a Committee to Work with his Mentor
  • 17. Induction Ceremony •Formal Ceremony presenting new • Present Membership Certificate members materials to Display they need to succeed • Present “What is Rotary” as Rotarians •Involve member’s • Present Club Banner and Pin sponsor as well as • Rotary Basics brochure President of Club. • ABC’s of Rotary book • Welcome to Rotary and Foundation Facts brochure
  • 18. Now We Can Proceed to Action • Many clubs need to fine tune their club service mechanism before addressing membership • All clubs need to determine who they are going to approach for membership • Younger members, retirees, more women, more diverse members, etc.
  • 19. •How have you attracted new members? Used to depend on word of mouth Converted a number of speakers All interested people are invited to a meal where we have a presentation on Rotary and our Club in the community, in district and internationally They are then encouraged to come to a couple of regular meetings – preferably with speakers.
  • 20. The Context…What is the Goal? Identify Inform Induct Involve Educate Excite prospective About into In In About members Rotary Rotary Club Rotary Rotary Impacting The Community
  • 21. Key Elements of an Action Plan Inputs Activities Results
  • 22. Examples of Inputs • People • Money • Materials • Information • Energy • Knowledge
  • 23. Examples of Activities • Collect information • Assign responsibility • Analyze information • Set deadlines • Identify options • Carry out tasks • Select the “best” • Report back • Define the tasks
  • 24. Examples of Current Results • Increase net membership to +4 • 95% Retention rate • Form new club in District • Too few women • Too many older members • Need young people
  • 25. Question: How would you develop an action plan to reach a personal or professional goal?
  • 26. Example – The Process • What did you want to achieve? • How did you go about it? • Did you get the results you expected, when you expected? • If no, what did you do about it?
  • 27. Considerations • State the results you wish to achieve • Look at different methods of proceeding • Assess, evaluate, choose • Draw up a list of tasks • Set a time line • Commit — start work
  • 28. How to Develop an Action Plan for Membership Growth
  • 29. Inputs • Get Club/ District/Zone/RI goals • Approval and Commitment of Club • Entire membership must understand they are part of membership attraction and engagement efforts.
  • 30. So let’s get to work!
  • 31. Select a Strategy for the Club One person can make a difference!
  • 34. Make the Induction Memorable!
  • 35. Engage the New Members!
  • 36. Results • Review and Evaluate Results • Revise, Implement, Repeat • Continue to engage the New Members in Club Activities
  • 37. Important Steps to remember • What are your club/district goals? • How do we get buy-in from your club? • Select the Strategy • Preparing the Action Plan - Membership Committee • Induct New Members • Review and Evaluate Results • Revise, Implement, Repeat, Engage
  • 38. • What are your club goals?
  • 39. • How do we get buy-in from the club?
  • 40. Get buy-in from Club and Membership Committee •Review present situation •Have committee propose strategies •Identify roadblocks If we continue to do what we’ve always done, we’ll continue to get the same results
  • 42. • Preparing the Action Plan - Membership Committee (Steps needed to implement?)
  • 43. • Induct (hopefully) — Introduce to Mentor!! • Have a Member Certificate that can be displayed by the member at work. • Engage on a Committee.
  • 44. Review and Evaluate Results •List thoughts, comments, results on flipchart •Get response from all committee members •Handout worksheet
  • 45. Revise Implement Repeat Engage
  • 46. Membership Retention Prepare and manage a similar process Members need to feel welcomed and part of the team. Members should share their vocations.
  • 47. •District 6440 Expand District Membership Committee for the next three years Similar issues for all clubs in district Committee allows us to share ideas SHARED MEMBERSHIP – Friends of Rotary District should add a new role for someone to be District Mentor – to keep in touch with clubs as to how their new members are settling in.
  • 48. •How/Why is this changing? Children/friends of Rotarians want to join Rotary Inquiry form on District Facebook page is a success Many clubs have got new members through these leads Sometimes it is better to stagger inducting new members
  • 49. •Context the importance of an active club member! Recognize • Build awareness of the strengths and weaknesses of your club! • Encourage your members to talk knowledgeably about: • 1. Your club 2. Rotary! • Engage your members! • Pay special attention to your newest members! • Listen to your membership! • GROW YOUR MEMBERSHIP!
  • 50. •What to do? Family-friendly service projects Organize social events & invite family and friends Integrate new members Find out new member’s expectations/what they want to do Engage members by including them on club committees
  • 51. •What else? Remember your older •members – keep them •involved too! Find out how the Club used •to do things! Keep members updated & •engaged in your club’s •activities by sending them •to your club website
  • 52. Invite a Prospective Member Next Week and Recite the FOUR Way TEST a little differently! Make it a 5 Way TEST!!! The FOUR Way Test of the things we Think, Say, and DO! FIRST Is it the TRUTH? SECOND Is it FAIR to all Concerned? THIRD Will it build GOODWILL and BETTER FRIENDSHIPS? FOURTH Will it be BENEFICIAL to all concerned? FIFTH Is it FUN?