How to write a membership plan

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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.

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  • Dick to Introduce Eric Schmautz as a DG and active participant in club visioning and planning
    Eric Introduce Dick Elixman as our Zone Planning Chair
  • Two Minute Elevator Speech on the Process of creating written plans

    The Vision, Objective in using Best Practices and Implementation

    SMART Goals and Using SMART Rules for both projects and tasks

    Define the Vision-Strategic Vision

    Define the Goal and how using SMART Rules the Vision is refined into a GOAL

    Define how a Single Project fulfills a GOAL

    Finally Define a TASK representing a single simple action needed to complete the project

  • Explain Club Visioning as a tool to draw out the Strategic Initiatives that form the Vision the club holds for itself

    Explains the use of Club Retreats lead by a facilitator and drawing out the Clubs Vision
    Discuss how forming a vision along with strategic intitatives lay a foundation for Core Values

    Discuss District Programs along with resources that Districts can provide.,

  • Planning as its connection to transforming “Dreams” also knows as Strategic Initiatives into written actionable items



    Through using SMART Goals and engaging a process of documenting club SMART Goals, SMART Projects and Tasks


  • The starting point a Strategic Initiative endorsed not only by club leadership but accepted by a majority 80% or more


  • Explain using the SMART Goal Handout
  • Connect SMART Rules with refining the Strategic Initative to a SMART Goal
  • Explain the concept of Project defining what it is




  • Audience engagement to call out Tasks for this process
  • Explain a task applying resources defining the time line
  • Planning as its connection to Leadership Today
  • Engage the audience to present tasks that would be needed to engage members
  • Planning as its connection to Leadership Today
  • Define how monitoring is used

  • Planning as its connection to Leadership Today
  • Promote the Institute Sessions
  • Promote the Institute Sessions
  • How to write a membership plan

    1. 1. 2014 ROTARY INTERNATIONAL CONVENTION How to Write a Membership Plan PDG Richard Elixman District 5100 DG Eric Schmautz District 5150
    2. 2. CLUB PLANNING: THE KEY TO MEMBERSHIP GROWTH
    3. 3. SETTING THE VISION • Club Visioning • Retreats to Develop the Vision • Members Ownership of the Vision • Guiding Core Values • District Programs Vision 1
    4. 4. STRATEGIC INITIATIVES • Translate the Vision into Action • Transform the Club • Vehicle for achieving and prioritizing Strategic Goals
    5. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 15. CLUB LEADERSHIP • Communication • Engagement • Sharing • Consensus • Continuity • Consistency
    16. 16. HOW TO WRITE A MEMBERSHIP PLAN
    17. 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. 18. QUESTIONS? EXCHANGE IDEAS
    19. 19. THANK YOU! TAKE ACTION, EXCHANGE IDEAS, JOIN LEADERS

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