IC12 - Incoming Club Presidents Workshop


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Breakout session presented at 2012 Rotary International Convention in Bangkok. Wednesday 9 May, 2012

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  • Good afternoon and welcome everyone to the 2012 Incoming Club President’s Workshop!
  • My name is Anne Matthews and I will be the Moderator for today’s session
  • We know you’ve attended PETS by now and you’re ready to lead your club. Our objective for this session is to perhaps inspire you further – and hopefully give you some ideas to further improve your Rotary clubs.
  • We have three expert panelists… all who have been past club presidents… to offer some of their insights to you today. And to answer some of your questions.
  • ANNE MATTHEWS… Thank you Ian. Now, I’d like to introduce Bill Ferreira to talk a little about leadership qualities – and how you can inspire your club to the next level. Bill Ferreira has been a Rotarian since 1994 and is a Charter member of the Rotary Club of Long Grove., IL USA. He has served his club as President, Vice President, Club Service Chair, Membership Chair, Foundation Chair and a Board Member for 12 years.. In 2004, under Bill’s Leadership, the Club achieved 100% Paul Harris Fellow status and has continued to maintain this level every year. At the District level, Bill has served as Chair of the Ambassadorial Scholarship Selection Committee for seven years and as Assistant Governor and AG Coordinator for five years. Bill served on the Host Organization Committee (HOC) as chair of the Welcome/Reception Committee for the 2005 Rotary International Centennial Convention in Chicago, and was the Publisher of the Rotary Commemorative Centennial Attendees Directory. Bill served as District Governor(2009-2010) for the Home District 6440 and Marketing Manager for the 2010 Zone Institute. He has also served as a President’s Rep. He currently serves on the Rotary International Bangkok Convention Promotion Committee. Bill is a Major Donor to TRF and a founding member of the District Paul Harris Fellow Society. Bill is originally from Bombay, India and upon graduation from High School, came to Dallas, TX on the American Field Service International Scholarship program. Bill received his B.A. in Economics and Statistics from the University of Bombay and an MBA in Marketing and Finance from (SMU) Southern Methodist University, Dallas, TX. Bill and his wife Pam were married in 1979 and have 3 children. Bill Jr. is an attorney in Washington DC. He is a Paul Harris Fellow. He and his wife Jennifer are parents to William III. His other son Nicholas, after graduating from Vanderbilt’s Owen School of Management with an MBA, has returned to Washington DC as a Human Capital Consultant and newlywed. Bill’s daughter Colleen is a TV reporter with CBS in South Bend IN. Colleen has also traveled to Italy on the Rotary Summer Youth Exchange Program. All three children participated in the RYLA program. **************Thank you RI Director-elect Anne Mathews for that fine introduction. Let me also welcome you to the Incoming Club Presidents Workshop.It is my honor and privilege to share with you some thoughts on leadership and running an effective Rotary Club based on my experience as Club President and very recently District Governor.First of all, let me congratulate you on your election as President of your Rotary Club.I can assure you that you are in for the best year of your Rotary life. My presentation is divided into two segments: We will first talk about leadership and then what it takes to run an effective Rotary Club.As a Club President, you are also a Rotary leader. Some of you might ask: “ What makes a good Rotary leader? Over the years, I have read numerous blogs, articles, and books about leadership and have learned much from them. Let us see what some famous people are saying about leadership: 
  • Here is a quote on leadership from Bill Gates:As we look ahead into the next century, leaders will be those who empower others.Please note the word: OTHERS.
  • Here is a quote from Lao Tzu:Go to the people. Learn from themLive with themStart with what they knowBuild with what they haveThe best of leaders when the job is doneWhen the task is accomplishedThe people will say,We have done it ourselves.Please note the words: PEOPLE, BUILD, OURSELVES.
  • Here is a quote from Peter Drucker:The leaders who work most effectively never say ‘I”. And that’s not because theyhave trained themselves not to say ‘I”. They don’t think “I”. They think “We”. They think “TEAM”. That is what creates Trust, what enables you to get the task done.Please note the words: TEAM WE, TRUST
  • Traits of a Good Rotary LeaderAfter experiencing numerous leadership positions in both for- profit and not- for- profit organizations, and of course Rotary, I have discovered that there are 5 Traits of a good Rotary leader. Let us go through them briefly:
  • Genuine HumilityEarlier, we saw a quote from Bill Gates about empowering OTHERS.Our Rotary motto: “Service Above Self” exemplifies this best. Putting others first.By putting others first, you get results.Peter Drucker told us about Teamwork.THINK WE.Give as much credit as you can to others, and say “ THANK YOU” as often as you can.Remember: Do not underestimate the value of giving credit to someone else for something that you have personally achieved.Yes, genuine humility is what all of us need to run an effective Rotary club.
  • Rotary KnowledgeThe second trait of a good Rotary leader is having Rotary knowledge.Rotary has so much to showcase. I hope you will use key facts about Rotary regularly!  We all know that Knowledge is Power. And we are all aware of the dividends of power. In our case, Power flows from the knowledge of Rotary. The more you know about Rotary, the easier your job gets. In the next slide, I have listed some key Rotary facts that arms all of us with Rotary power and makes us PROUD to talk about Rotary to others.
  • Rotary Knowledge ---- We are the world’s oldest, largest and most prestigious service organization of all time. ---- We are more than 1.2 million members strong in 34,000 clubs in more than 200 countries—more countries than members of the United Nations. ----Rotarians contribute more than any other non-government entity to the welfare Of human beings. ----Among our members are or have been some of the leading figures of the world: Margaret Thatcher, Ronald Reagan, Winston Churchill, Walt Disney, King Hussein Sir Edmund Hilary, John Kennedy and many others.In addition, we have the Rotary Foundation that we can be proud of and talk about.The Rotary Foundation—continually doing good in this world.----Since 1947, Rotarians have contributed over $2.9 billion to do good in this world.----Rotary has committed more than $1 billion to global polio eradication.----210 countries and areas around the world are polio free.All this is made possible by YOU through your contributions to the Rotary Foundation. Be PROUD my fellow Rotarians. Carry this knowledge of Rotary facts with you at all times. As President, you will need it when speaking at your club, talking with new members, making a presentation to potential new Rotarians, and in many cases when speaking at events in your community.As John Kennedy said: ‘Leadership and learning are indispensable to each other.”
  • The third trait of a good Rotary leader is:Reaching out to Serve Others. As a Rotary leader, you always lead by example. You start by leading your Board with regular monthly Board meetings, preparing for the meeting and giving your team the opportunity to participate.Show passion for what you wish to accomplish. Try to understand the viewpoint of your team. Listen to their suggestions and concerns. Encourage their Board meeting participation. Make it a point to give them credit.As a Team, plan your projects, locally and Internationally.--utilize District Simplified Grants.--utilize matching Grants--plan a hands-on service project--take an active role in your club’s fundraiser.--lead with your heart and also your head. --Work closely with your successor—the club Pres-elect and his or her incoming team. 
  • 4.The fourth trait of a good Rotary leader is: Delivering Results.In order to deliver any results, you must have a goal to measure against.---Establish measurable results.On membership, such as : Membership retention: 80% New member growth: 15%On the Rotary Foundation, such as increase total foundation giving by 20%.On service projects, such as: increase number of service projects by 10%AND OTHER goals you and your board wish to establish for your club. Think about YOUR LEGACY:As President, what would you like to be remembered for? Be it membership goal accomplishment.Be it Foundation goal accomplishment. Whatever you decide on, FOCUS on it and do it WELL. Go all the way, work hard and smart, and you will deliver the results you want.
  • And the fifth trait of a good Rotary leader:Leave the club in better shape than you inherited it.Hint; See points 1,2,3, and 4. Now that you are all set to be a good Rotary leader, let us review what it takes to be an effective Rotary Club.
  • Slide 16.Planning Guide for effective Rotary ClubsMost of you have already been through this exercise by attending PETS. However, a refresher might help.Based on the Club Leadership Plan, effective Rotary Clubs use the Planning guide to plan their annual strategy. By now, you should have already completed this process.If not, its not too late.
  • Slide 17. The key elements in the Planning guide are: Membership—This will be covered in detail by my colleague Ovidu Cos. Foundation---This was covered in detail by my colleague Ian Scott. Service projects, Leadership Development, Public Relations, Club AdministrationLet me continue briefly with Service projects.
  • Slide 18.Have an action plan for every service project :Rotary Youth Exchange: No. of inbound students you wish to sponsor No. of outbound students you wish to sponsorStudent involvement in speaking at Rotary clubs and at the district Conference.Sponsor a new Interact club, and a rotaract clubSponsor high school students to RYLA—an excellent leadership program. All three of my children participated in RYLA and found it very useful.Also have goal s for Friendship Exchange, World community service and local community service.
  • Leadership DevelopmentHope your district has already had your district assembly and you and your team have attended the same.During your year, make it a point to attend your District foundation seminar, membership seminar, leadership seminar, and district conference.Contact your regional rotary coordinators for dates of these seminars. They are excellent sources of information. Some districts have the ABCs of rotary—a must attend for new members to learn about Rotary and also for current members to learn new information. Club make-ups are one of the best ways to meet new Rotarians, learn new ideas, and maximize the Rotary benefit.Encourage members to attend the Rotary International Convention—an absolute MUST for every Rotarian for inspiration and learning.
  • Public RelationsYour key objective here is to build awareness and visibility of Rotary in your community and showcase your local community projects.Have your club activities covered on the internet—facebook, twitter.Join a linkedin discussion group and discuss Rotary.Plan a PR effort around all service projects. Make sure you display your club banner at all community service projects. Target businesses and communities with a Rotary Information program. Convince your local TV and radio stations and your local newspaper to sponsor a Rotary PSA. 
  • Club Administration--Have Board meetings at least once a month.--Make sure you prepare your club budget with the help and input from your treasurer and other Board members. --Have a club assembly every quarter—every member of your leadership team gives an update on their respective Avenue of Service.--Update your club Strategic Plan--Utilize member access to update your membership list monthly.--Publish a weekly club bulletin to keep your members informed on happenings and activities in your club.--Make sure you have a user friendly club website.--Have interesting weekly programs—one way to promote good weekly attendance and to showcase your club to potential new members/--Give every club member responsibility with a job to get done.--Have club fellowship activities regularly and include spouses and significant others So after my year as Club President, what I learn on being a club leader? 
  • Slide 22.Be yourself.Take nothing for grantedDo your homework. Stay focused. Remember, you are a Rotary leader.Always plan your weekly meeting in advance. Come prepared and execute with passion.Consult with your Board regularly. Review the Planning Guide at your monthly meetingListen and learn with your team members.Thank them again and again.Keep your spouse/significant other informed of club activities.Don’t think “I”. Think “WE”.Have FUN!!
  • Slide 23.In conclusion, I would like to share with you my favorite leadership quote from John Quincy Adams:If your actions inspire others to dream more, learn more, do more and become more, you are a LEADER.Good –Luck!! May your year as President be a year ofEXCELLENCE! and the best year of your Rotary career Thank you for attending this workshop.
  • ANNE MATTHEWS… Thank you Bill. Now, I’d like to introduce Ovidiu Cos to talk about some new initiatives in the area of membership. Ovidiu is a dentist by profession. He met his wife at the university – she is also a dentist – and they own their own dental office. We have two lovely boys, one is a student now in Physics , and a past Interact founder President , and the little one is at third year at primary school .Ovidiu has been a Rotarian since 1996. He is a member of the Rotary Club of Alba Iulia ,Romania ,District 2241. He was Governor in 2007-08.Currently, Ovidiu is a member of Membership Development and Retention Committee 2011-2013 , working in different Membership Regional Plans and he is interested in leadership and motivational training.He has been a Rotary International Training Leader and has trained at various zone and district event. He is a past GSE Team leader, Rotary Volunteer , multiple Paul Haris Felow, and he has one Youth Exchange son from Brasil. In his spare time he likes to play golf, tennis, ski , studing Paintings ,listen to symphonic music, travel and to admire different cultures all over the world .
  • In the face of natural disasters, wars, hunger and poverty… Now more than ever, the world needs Rotary.
  • Our organization loses slightly more than 157 000 members every year. If we agree than 50% of the members who leave do so due to old age, we still loose more than 78 000 members every year due to “other causes”We can’t accomplish our achievements without members.
  • Rotary International – Decision – Our Priority till 2015 The RI Board of Directors endorses a Membership goal of 1.3 million Rotarians by 30 of June 2015 reflecting 3% net grow for three years beginning in 2012-2013
  • As RI is a global organization, the trends, opportunities and challenges that each region confronts in actively identifying and recruiting new members, retaining members, organizing new clubs and in conducting club operations varies significantly .While in the past RI has set global targets and encouraged all clubs to address membership in similar ways… the RI Board is now encouraging a NEW REGIONAL approach!
  • With involvement of the Directors these Regional plans will be presented to the Board at their May 2012 meeting.Once approved the Directors the Directors elect, RC and RC Assistants will share this plans to the DG’s and DGE’s
  • Every region is now developing a plan for membership development. RI Directors are working with Rotary Coordinators, Assistant Coordinators, governors and governors-elect to identify regional issues and challenges and set membership goals related to different areas.
  • With involvement of the Directors these Regional plans will be presented to the Board at their May 2012 meeting.Once approved the Directors the Directors elect, RC and RC Assistants will share this plans to the DG’s and DGE’s
  • President Elect Sakuji Tanaka – Letter to DGE,s and President’s Elect 26 January 2012
  • Revitalize your club Promote Diversity Increasing percentage of female RotariansIncreasing percentage of Rotarians 40 years and youngerIncreasing professional diversity
  • The Future of Rotary is in our ability to attract new generationsThis is imperative if Rotary is to continue into the next century
  • Guidelines who offer suggestions to attract and engage young professionals.
  • Maybe you have heard the word “Revitalization” The Rotary “flavor of the spring world” is REVITALIZATIONSpecial if we talk about how clubs are going about their business.The RI Board of Directors and our Foundation Trustees recognised the need to strenghten Rotary,s brand.
  • As club leaders you will be involved both in the membership plans and the re-branding efforts. Your district leaders will keep you informed of progress. The next year will be a very exciting time!
  • ANNE – Thank you and now we have ? Minutes for questions
  • Concluding comments…. Thank you all for your comments. In closing… As club presidents you are the key to Rotary’s success. I hope you enjoyed this session and found some good, and timely, information here today. I would like to thank our panelits… Ian Scott Bill Ferreira Ovidiu Cos. Thank you to our interpreters and to our staff help here today. This session is adjourned.
  • IC12 - Incoming Club Presidents Workshop

    1. 1. WELCOME!Incoming Club Presidents Workshop Wednesday, 9 May 2012
    2. 2. Moderator:Dr. Anne L. Matthews,RI Director-elect
    3. 3. Our ObjectiveInspire new ideas for a VIBRANT Rotary club!
    4. 4. Meet the PanelistsIan Scott Bill Ferreira Ovidiu Cos
    5. 5. The Rotary Foundation andFuture Vision Update Ian Scott
    6. 6. Future Vision Plan Goals• Simplify programs and processes• Focus Rotarian service efforts• Support global and local efforts• Increase sense of ownership at the district and club levels• Enhance Rotary’s public image
    7. 7. Areas of FocusPeace and conflict prevention/resolutionDisease prevention and treatmentWater and sanitationMaternal and child healthBasic education and literacyEconomic and community development
    8. 8. New Grant ModelRotary FoundationGlobal GrantsRotary FoundationDistrict Grants
    9. 9. Global Grants• Long-term projects• Larger grant awards• Sustainable outcomes• Alignment with areas of focus• World Fund match• Two options: club- and district-developed and packaged
    10. 10. District Grants• Educational and humanitarian activities consistent with the mission• Single “block” grant awarded annually• Smaller activities and projects• Fund both local or international activities• Local decision making with broad guidelines
    11. 11. Cycle Time ComparisonSubmission Approval Payment Closure
    12. 12. Preparing for 2013-14• Align activities with the areas of focus• Use webinars and resource materials• Develop relationship with pilot district• Build district Rotary Foundation committee• Stay updated on grant reporting• Start planning for grant management training and qualification
    13. 13. Training Plan 2012-13• Training provided during following meetings: – GETS/Rotary institutes – 2013 International Assembly – PETS – District assemblies – Grant management seminars• All training manuals fully integrated
    14. 14. What is the formula for success?• Shared - passion and action• Sustainability• Synergy in projects
    15. 15. Key Points• Polio is not over• Importance of your Club Chair• Ways to give – What is 10% anyway? – Know your members capacity – a private discussion• Governance – attention to detail and wanting to get it right
    16. 16. Workshop forIncoming Club Presidents Leadership And Effective Rotary Clubs
    17. 17. Leadership As we look ahead into the next centuryleaders will be those who empower others ---- Bill Gates
    18. 18. Leadership Go to the people, learn from them Live with them Start with what they know Build with what they haveThe best of leaders when the job is done When the task is accomplished, The people will say, We have done it ourselves ---Lao Tzu
    19. 19. LeadershipThe leaders who work most effectively never say “I”. And that’s not because they have trained themselves not to say ‘I” they don’t think “I”. They think “We” they think “Team”. That is what creates Trust. what enables you to get the task done. ---Peter Drucker
    20. 20. Traits of a Good Rotary Leader
    21. 21. Traits of a Good Rotary Leader
    22. 22. Traits of a Good Rotary Leader
    23. 23. Key Rotary Facts• Rotarians contribute more than any other non- government entity to the welfare of human beings• Among our members are some of the leading figures of the world• Since 1947, Rotarians have contributed over $2.9 billion to do good in this world• Rotary has committed more than $1 billion to global polio eradication
    24. 24. Traits of a Good Rotary LeaderReaching out to Serve Others• Lead by example• Board• Members• Show passion• Lead with your heart and your head
    25. 25. Traits of a Good Rotary LeaderDelivering Results
    26. 26. Traits of a Good Rotary LeaderLeave the club in better shape than you inherited it!
    27. 27. Effective Rotary ClubsPlanning Guide for Effective Rotary ClubsYour Roadmap to a year of EXCELLENCE!
    28. 28. Effective Rotary ClubsKey Elements in the Planning Guide• Membership• Foundation• Service Projects• Leadership Development• Public Relations• Club Administration
    29. 29. Effective Rotary ClubsService projects Action Plan• Rotary Youth Exchange• Interact Club• Rotaract Club• Rotary Youth Leadership Awards(RYLA)• Friendship Exchange• World Community Service• Local Community Service
    30. 30. Effective Rotary ClubsLeadership Development Action Plan• District Assembly• District Rotary Foundation Seminar• District Membership Seminar• District Leadership Seminar• District Conference• PETS• ABCs of Rotary• Club Make-Ups
    31. 31. Effective Rotary Clubs Public Relations Action Plan• Internet: Social Media — Facebook, Twitter, Linkedin• TV• Radio• Print• Service Projects
    32. 32. Effective Rotary ClubsClub Administration Action Plan• Board Meetings• Club Budget• Club Assemblies• Club Strategic Plan• Member Access• Club Weekly Bulletin• Club Website• Club Weekly Program• Club Fellowship Activities
    33. 33. Key take-aways1. Be yourself2. Take nothing for granted3. Do your homework. Stay focused. Remember you are a Rotary leader4. Always plan your weekly meeting in advance.5. Consult your Board regularly.6. Listen and learn with your team members7. Thank them again and again.8. Keep your spouse/significant other informed9. Don’t think “I”. Think “We”. Think Team.10.Have FUN!
    34. 34. John Quincy AdamsIf your actions inspire others to dream more, learn more, do more and become more, You are a leader.
    35. 35. Workshop forIncoming Club PresidentsRegional Membership Plans
    36. 36. Rotary International -Doing good in the world Imagini cu rotarieni nin actiune
    37. 37. Did you know? 157,000
    38. 38. We need new members• Ensure Rotary’s future• Bring in new ideas• Allow more opportunities to serve• Enable Rotary to do more• Develop new leaders
    39. 39. Who has the responsibilityto build our Membership ? We all do!
    40. 40. 1.3 million by 2015
    41. 41. A Regional Approach
    42. 42. Regional Membership Plan• Background & Scope• Regional opportunities and challenges• Action Plans• Potential strategies
    43. 43. Defining the regional issues and challenges
    44. 44. Action Plans
    45. 45. R I President Elect Sakuji Tanakamessage to the Presidents-elect.“I encourage you to use the strategies andtools, we will offer into district’s plans and workto incorporate the regional goals andstrategies into your club plans.”
    46. 46. Strategies• Revitalize your club!• Promote diversity• Reengaging former members and club participants• Public awareness and social media• Focus on youth• Increasing services opportunities and projects for members• Improving outreach and communication to meet expectations of young generation
    47. 47. New Generations is the Future of Rotary
    48. 48. • Club Benefits• Multi generations• Benefits in diversity• Value of membership• Create a flexible hospitable atmosphere• Facilitate learning from each other• Relevant branding and topics• Inclusive• Engagement
    49. 49. • Project diversity• Member input• Rotary knowledge• Embracing technology• Relationships & Fellowship• Inspirational• Assessment• Vision• New clubs, E clubs• Change
    50. 50. t What we feel ?
    51. 51. Perception – reality in our eyes
    52. 52. Perception of ourself
    53. 53. Why concern ourselves with branding ?• The world has changed• This means more competition for members, contributors and strategic partners
    54. 54. What exactly is a brand?• Brand is an enduring concept that answers the most fundamental questions at the heart of an organization• Revitalization is Rotary’s turn to focus• The aim is to get back to Rotary’s roots, clarify and focus our messages
    55. 55. What progress have we made?• Revitalization truly got underway last September with the selection of International branding agency Siegel+Gale• Since their selection,Rotary has been working closely with Siegel + Gale on a extensive program of global research
    56. 56. What are the next steps ?• Revitalization process includes six phases-two years to complete• Revitalization process will develop and validate a brand strategy,create and test messaging and identity• Finaly we will put into action a global implementation plan designed to respect our diverse cultures
    57. 57. What is the key?• Rotary has the strengths necessary to succeed• Audience want what Rotary offers. We just need to help them understand• Research showed a strong desire for change within the Rotary organization• Club presidents are the key! It all happens at the club.
    58. 58. Thank you very much for your attention!
    59. 59. Questions?
    60. 60. Thank you!Incoming Club Presidents Workshop