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Rotary China
Assembly
Assembly
Saturday 23 March 2013
Beijing, China
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District Training Cycle
2
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Purpose
The purpose of this training Assembly is:
•To prepare club leaders for their year in o...
4Rotary China Assembly 2013
Rotary China Assembly
Saturday 23 March 2013
Host Club: Rotary Club of Beijing
Host Club: Rota...
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Your Training Team
• Y.K. Cheng – President’s Special Representative for China 2008­13
Consult...
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Welcome
Introductions
Introductions
David van Meerendonk
President Rotary Club of Beijing
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Reviewing the Rotary Basics
Special Representative for
China Y.K. Cheng
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What is Rotary?
• Rotary International is a volunteer organization of
business and professiona...
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Our motto, SERVICE ABOVE SELF,
embodies our humanitarian spirit
9
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Rotary by the Numbers
• 1.2 million Rotarians
worldwide
• 34,000 Rotary clubs
• 8,500 Rotarac...
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Mission & Vision
Mission
The mission of Rotary International, a worldwide 
association of Rot...
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Key Principles
Object of Rotary
The Classification Principle
The Four-Way Test
5 Avenues of S...
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The Object of Rotary
• The Object of Rotary is to encourage and foster the ideal of service 
...
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The Classification Principle
• Virtually all membership in Rotary is based upon a
"classifica...
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The Four-Way Test
• Followed by Rotarians
worldwide in their
business and
professional lives,...
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The Four-Way Test
Of the things we think, say or do:
我 所想,所 ,所做的事 事先 心自 :们 说 应 扪 问
1. Is it t...
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Avenues of Service
District Assembly | 4
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5 Avenues of Service
• Club Service
• Vocational Service
• Community Service
• International
...
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6 Areas of Focus
District Assembly | 97
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Peace and conflict prevention/resolution
Disease prevention and treatment
Water and sanitatio...
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Rotary’s New Generations
• Programs
• Interact
• 12-18, high school based
• Rotaract
• 18-30,...
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Rotaract Club
• Service club for young professionals
and students age 18-30
• Sponsored by lo...
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Interact Club
• Service club for young people age 12-
18
• Sponsored by local Rotary club
• G...
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Youth Protection
• Statement of Conduct
for Working with Youth
• Youth Protection Laws
• Abus...
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Club Leadership Plan
Standard Committees
•Club Administration
•Membership
•Public Relations
•...
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Club Administration Committee
Responsibilities
• Develop committee goals to
achieve club annu...
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Club Secretary Responsibilities
• Maintain membership records.
• Send out notices of meetings...
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Submitting Reports
To RI (via Member
Access)
To your district
governor
To the appropriate clu...
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Resources
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Club Treasurer Responsibilities
• Record incoming/outgoing funds.
• Collect and submit dues a...
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Managing Funds
• Establish separate accounts for operational and
charitable funds.
• Document...
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Resources
contact.center@rotary.org
33
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Membership Committee
Responsibilities
• Develop committee goals to
achieve club membership go...
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Diversity
Reflect the community
with regard to
•Profession
•Age
•Gender
•Ethnicity
•Religion
...
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Attracting New Members
• Help members identify potential Rotarians, and
promote the proposal ...
37Rotary China Assembly 2013
Strategies for Engaging
Members
• Use surveys to identify what’s important to
members.
• Admi...
38Rotary China Assembly 2013
Resources
Strategies for
Attracting and
Engaging Members
(417)
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Public Relations Commitee
Responsibilities
• Develop committee goals.
• Create awareness of c...
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Public Relations Efforts
• Stay current on PR resources at
www.rotary.org.
• Create contact l...
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Resources
District Assembly | 73
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The Rotary Foundation
Committee
Responsibilities
Responsibilities• Develop committee goals to...
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Foundation Activities
District Assembly | 95
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Resources
District Assembly | 106
contact.center@rotary.org
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Service Projects Committee
Responsibilities
• Develop committee goals to achieve
club service...
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RI Programs and Activities
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Responsibilities
• Develop committee goals to achieve club service
project goals.
• Conduct s...
48Rotary China Assembly 2013
Service Project Guidelines
• Relate projects to the areas of focus
and Avenues of Service.
• ...
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Resources
49
50Rotary China Assembly 2013
Rotary International Theme for
2013-14
Ron D. Burton, RI President (2013-14)
, RI President (...
51Rotary China Assembly 2013
President-Elect Ron D. Burton
51
• Ron D. Burton retired as president of
the University of Ok...
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2013-14 Rotary Theme
Engage 
Rotary 
Change Lives
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RI Strategic Plan Update
&
Strengthening Rotary’s Brand
Strengthening Rotary’s Brand
Strength...
Rotary China Assembly 2013
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Support and strengthen clubs
Foster club innovation and
flexibility
Develop leaders
Encourage...
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Focus and increase humanitarian
service
Eradicate polio
Create significant projects
both loca...
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Enhance public image and
awareness
Publicize action-oriented
service
Encourage clubs to promo...
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What success looks like
Enhanced
public image
Increased
contributions
Greater
global reach
In...
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•Get back to
Rotary’s roots…
•Show the world
what makes Rotary
great…
•Clarify and focus
our ...
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Social business strategy moves
Rotary from isolated
communication …
… a community of ideas,
c...
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Social Business Strategy
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xxxxxxxxxxx
Rotary Showcase
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Idea platform
• Connects
Rotarians or
clubs to help find
partners, funding
and resources for
...
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App Store
• Rotarians help
each other find
the right tool
• Encourage
innovation in the
Rotar...
Future Vision Plan Update
PolioPlus
It may be considered the
greatest humanitarian service
the world has ever seen!
It may...
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We are this Close
– to ending Polio forever
– to ending Polio forever
• A success story that ...
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Fundraising – Polio EradicationFundraising – Polio Eradication
Gates Foundation 
matched Rota...
Future Vision Plan Update
The Rotary
Foundation
Future Vision
DRFC Pradeep Kumar
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Contents
• What is Future Vision (FV)
• How FV affects Rotarians
• How FV affects Clubs
• Why...
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What is future vision (FV)
• It is the way TRF will work from July 1
2013 for helping Rotaria...
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How FV affects Rotarians
• Rotarians are empowered to do bigger and better
projects with supp...
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How FV affects Cubs
• A club could have up to 10 projects supported by
Global Grants
• Clubs ...
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StewardshipStewardship
•Stewardship is the responsible management and
oversight of grant fun...
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Future Vision Plan overview
• In anticipation of The Rotary Foundation’s 100-year
anniversary...
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Mission of TRF
• The mission of The Rotary Foundation is to enable
Rotarians to advance world...
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4,500
4,000
3,500
3,000
2,500
2,000
1,500
1,000
500
0
NumberofGrantsAwarded
4,160
Comparative...
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Objective of FV
• Simplify Foundation programs and processes consistent with the
• Focus Rota...
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Rationale of Areas of focus
• Rotary clubs serve
communities around the
world, each with uniq...
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Peace and conflict prevention/resolution
Disease prevention and treatment
Water and sanitatio...
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Criteria of FV areas of focus
1. The goals of Future Vision are to increase efficiency in
gra...
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DDF
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District Grants
• Educational and humanitarian activities consistent
with the mission
• Singl...
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Global Grants
• Long-term projects
• Larger grant awards
• Sustainable, measurable
outcomes
•...
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Quick Comparison
District Grants
• Application process with the
District
• Can be internatio...
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Scholarships
• District Grants
– No match by TRF
– No restrictions on the location,
length o...
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Vocational Training Teams
• District Grants
– No match by TRF
– Old “Group Study Exchange” C...
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Packaged Grants
• Strategic Partners
• Planned by Rotarians
• Encourage involvement by
small...
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Strategic Partners
105
Future Vision Plan Update
Questions?
www.rotary.org/futurevision
contact.center@rotary.org
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DG or GG QUIZ
• Participants are shown a
description of a project
and they decide whether it...
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Review for the Day
108
SR Y.K. Cheng
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Rotary China Assembly is
Adjourned
Thanks to all for attending - and special
thanks to SR Y....
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  • The Trustees of The Rotary Foundation have identified six areas of focus for the new grant structure. These areas reflect critical humanitarian issues and needs that Rotarians are already addressing worldwide. They will align Rotary with other international development efforts and will strategically further the Foundation's mission. Each of the areas has specific goals associated with the area. The Trustees are encouraging nonpilot clubs and districts to focus their current Foundation program activity in these six areas even before the Future Vision Plan is launched to the entire Rotary world.
  • Insert thumbnail for 220 when available.
  • When the Rotary International Board of Directors endorsed the organization’s revised strategic plan, it marked a milestone in an ongoing, and critically important, process.   Members of the RI Board’s Strategic Planning Committee oversaw a comprehensive effort to assess Rotary’s image in different countries and cultures and analyze the organization’s strengths, weaknesses, opportunities, and challenges.   The results of that effort led to the development of three strategic priorities, each of equal importance to Rotary’s future – and the sixteen goals that form the heart of the RI Strategic Plan  
  • Support and Strengthen Clubs
  • Focus and increase humanitarian service
  • Enhance public image and awareness
  •   This is what success looks like – a cycle of activity that constantly builds and reinforces itself.
  • RI is using digital technology and social media to develop a common platform for members of the Rotary family to: share their ideas, showcase their projects and experience deepen relationships and increase collaboration among clubs and districts
  • Three resources are being developed: Idea Platform Rotary Showcase App store
  • Rotary Showcase Introduced at the 2012 International Convention, Rotary showcase allows members of the Rotary family to post information about their service projects with pictures and video and to list the number of volunteers and volunteer hours, participating clubs, and total contributions. Rotary Showcase users can also update their Facebook status with their Rotary Showcase projects.
  • Idea Platform: There are many ways that people can contribute to an idea—by giving money, time, resources, and expertise. The Idea platform will provide a place to connect Rotarians and help clubs find partners, funding, and resources for service projects. It will replace projectLINK but will do much, much more.
  • App Store The app store will be a marketplace where Rotarians can share innovative resources that can help clubs and districts do Rotary business more efficiently and effectively.
  • The Trustees of The Rotary Foundation have identified six areas of focus for the new grant structure. These areas reflect critical humanitarian issues and needs that Rotarians are already addressing worldwide. They will align Rotary with other international development efforts and will strategically further the Foundation's mission. Each of the areas has specific goals associated with the area. The Trustees are encouraging nonpilot clubs and districts to focus their current Foundation program activity in these six areas even before the Future Vision Plan is launched to the entire Rotary world.
  • District grants support the overall mission of The Rotary Foundation, but do not necessarily tie to the six areas of focus, thereby allowing a broad range of choices for clubs and districts. The district can apply annually for one district grant – a “block grant” so to speak – for up to 50% of its available District Designated Funds for that Rotary year - after collecting requests from its clubs. The district then issues the money and reports to its clubs on how all of the funds were utilized. The Foundation itself requires very minimal reporting, thanks to the advance planning done by clubs and districts before the funds are requested. This enables districts to close out their grants quickly. District grants are intended to support smaller activities and projects both locally and internationally.
  • Global grants fund long-term projects and activities that are sustainable and measurable and relate to the goals of the areas of focus. In order to support these goals, global grants provide larger awards for projects and activities with a minimum World Fund award of $15,000, resulting in a total project cost of US$30,000 and above. Clubs and districts can partner together to develop projects that incorporate humanitarian activities, scholarships, and/or vocational training teams as long as the activities relate to the areas of focus.
  • The District can do either District or Global Scholarship Grants but the district will put more emphasis on Global grants because Global will take only $15,000 from district DDF plus the Global scholarship will cover additional expenses not covered in the past, especially if it is tied to a project/grant; whereas with a district scholarship, the district incurs the full cost of typically $27,000
  • Old GSE exchange can be done but doesn’t have to be an exchange. It can be a one-way but if we want an exchange the district DDF may have to cover costs for both exchanges = $11,00 per exchange.
  • The final type of grant under Future Vision is packaged grants, which build on Rotary’s tradition of partnering with other organizations to pool resources and expertise in order to achieve greater impact. Packaged grant projects are planned and implemented by Rotarians. Packaged grants are funded entirely by World Fund and the strategic partners, so they require no financial commitment by the project sponsors Thus, they provide a way for smaller clubs with limited resources to become involved with the Foundation.
  • The Foundation develops packaged grants with its selected strategic partners. Thus far during the pilot, we have formed strategic partnerships with: Aga Khan University Oiko Credit Mercy Ships UNESCO-IHE
  • Transcript of "23 mar 2013 district assembly no video"

    1. 1. Rotary China Assembly Assembly Saturday 23 March 2013 Beijing, China
    2. 2. 2Rotary China Assembly 2013 District Training Cycle 2
    3. 3. 3Rotary China Assembly 2013 Purpose The purpose of this training Assembly is: •To prepare club leaders for their year in office •To give club leaders from China the chance to work together •To disseminate Rotary information •To introduce the Future Vision Plan 3
    4. 4. 4Rotary China Assembly 2013 Rotary China Assembly Saturday 23 March 2013 Host Club: Rotary Club of Beijing Host Club: Rotary Club of Beijing Host Club: Rotary Club of Beijing DISTRICT ASSEMBLY 08:30 Registration 09:00 Welcome & Introductions – President David van Meerendonk 09:15 Review of the Rotary Basics – SR Y.K. Cheng 10:15 Break 10:30 Presentation of 2013­14 Theme – DSRD Randal Eastman 11:00 RI Strategic Plan Update – DSRD Randal Eastman 11:10 Strengthening Rotary’s Brand – DSRD Randal Eastman 11:20 Polio Plus – We are This Close – Past President Simon Maguire 11:30 The Rotary Foundation Future Vision – DRFC Pradeep Kumar 12:45 Lunch 14:00 Review for the Day – SR Y.K. Cheng 14:30 Adjourn District Assembly 4
    5. 5. 5Rotary China Assembly 2013 Your Training Team • Y.K. Cheng – President’s Special Representative for China 2008­13 Consulting Civil and Structural Engineer by profession. Member and President 1990-91, Rotary Club of Hong Kong Island East, D3450. Governor RI D-3450 1996-97. RI International Assembly Training Leader 1998, 1999. Zone Training Leader 2000, 2004-8. D-3450 representative to 2010 RI Council on Legislation. Recipient: RI Service Above Self Award, TRF Citation for Meritorious Service and Distinguished Service Award • Randal Eastman – Deputy Special Representative (Designate) for China 2013­16  Class:  Spa & Beauty Services Management; Member since 2001 and President 2009-10, Rotary Club of Shanghai, China. President 1998-2001 Expatriate Rotarians & Friends Shanghai. Joined Rotary Club of London South (Canada) 1993. District Foundation Chairman 2007- 8, District Public Image Chairman 2008-10. Recipient: TRF Citation for Meritorious Service and RI Four Avenues of Service Award. • Pradeep Kumar – District Rotary Foundation Chair for Rotary China 2012­16 Class: Business Management Education; Member since 2006 and President 2010-11, Rotary Club of Shanghai, China. Joined Rotary in 1990 Rotary Club of Bombay North, D3140 serving as Director and Secretary. • Simon Maguire – District Trainer for China 2013­16 Class: Engineering ­ Fibres. Mech Eng. Director - Industrial Sector, WSP Greater China. Joined Rotaract clubs of Heswall and Nuneaton (UK). Joined Rotary 1993, founding member Rotary Club of Grimsby St James, D1270. President of Rotary Club of Rugby Dunsmore 2010-11. Member Rotary Club of Shanghai 2011 and District GSE Chair 2012. 5
    6. 6. 6Rotary China Assembly 2013 Welcome Introductions Introductions David van Meerendonk President Rotary Club of Beijing 6
    7. 7. 7Rotary China Assembly 2013 Reviewing the Rotary Basics Special Representative for China Y.K. Cheng 7
    8. 8. 8Rotary China Assembly 2013 What is Rotary? • Rotary International is a volunteer organization of business and professional leaders who provide humanitarian service, and help to build goodwill and peace in the world • A worldwide network of inspired individuals who translate their passions into relevant social causes to change lives in communities • Community service on a global scale 8
    9. 9. 9Rotary China Assembly 2013 Our motto, SERVICE ABOVE SELF, embodies our humanitarian spirit 9
    10. 10. 10Rotary China Assembly 2013 Rotary by the Numbers • 1.2 million Rotarians worldwide • 34,000 Rotary clubs • 8,500 Rotaract clubs (18-30 yrs) • 13,200 Interact clubs (12-18 years) 10
    11. 11. 11Rotary China Assembly 2013 Mission & Vision Mission The mission of Rotary International, a worldwide  association of Rotary clubs, is to provide service to  others, to promote high ethical standards, and to  advance world understanding, goodwill, and peace  through it fellowship of business, professional, and  community leaders. Vision The vision of Rotary International is to be universally  recognized for our commitment to Service Above Self to  advance world understanding, goodwill, and peace.  11
    12. 12. 12Rotary China Assembly 2013 Key Principles Object of Rotary The Classification Principle The Four-Way Test 5 Avenues of Service 6 Areas of Focus New Generations 12
    13. 13. 13Rotary China Assembly 2013 The Object of Rotary • The Object of Rotary is to encourage and foster the ideal of service  as a basis of worthy enterprise and, in particular, to encourage  and foster:  • FIRST. The development of acquaintance as an opportunity for service; • SECOND. High ethical standards in business and professions; the recognition of the worthiness of all useful occupations; and the dignifying of each Rotarian's occupation as an opportunity to serve society; • THIRD. The application of the ideal of service in each Rotarian's personal, business, and community life; • FOURTH. The advancement of international understanding,  goodwill, and peace through a world fellowship of business and professional persons united in the ideal of service. 13
    14. 14. 14Rotary China Assembly 2013 The Classification Principle • Virtually all membership in Rotary is based upon a "classification." • Basically a classification describes the distinct and recognized business or professional service which the Rotarian renders to society. • The classification principle is a necessary concept in assuring that each Rotary club represents a cross section of the business and professional life of the community. • Classifications are determined by services to society rather than by the position held by an individual. – In other words, if a person is the president of a bank, he or she is not classified as "bank president" but under the classification "banking." • The classification principle also permits separation into distinct functions such as manufacturing, distributing, retailing, etc. 14
    15. 15. 15Rotary China Assembly 2013 The Four-Way Test • Followed by Rotarians worldwide in their business and professional lives, • The Four-Way Test was created by Rotarian Herbert J. Taylor (and past RI President) in 1932. 15 Herbert Taylor with The Four-Way Test. Rotary Images
    16. 16. 16Rotary China Assembly 2013 The Four-Way Test Of the things we think, say or do: 我 所想,所 ,所做的事 事先 心自 :们 说 应 扪 问 1. Is it the TRUTH? 是真的 ?吗 Shi Zhen de ma? 2. Is it FAIR to all concerned? 是公平的 ?吗 Shi Gong Ping de ma? 3. Will it build GOODWILL and BETTER FRIENDSHIPS? 是善意的 并促 友进 谊吗 ? Shi Shan Yi de ­ Bing Cu Jin You Yi ma ? 4. Will it be BENEFICIAL to all concerned? 是 大家有利对 吗 ? Shi Dui Da Jia You Li ma? 16
    17. 17. 17Rotary China Assembly 2013 Avenues of Service District Assembly | 4 17
    18. 18. 18Rotary China Assembly 2013 5 Avenues of Service • Club Service • Vocational Service • Community Service • International Service • New Generations Service 18 resources: Intro to Vocational Service Intro to New Generations Service
    19. 19. 19Rotary China Assembly 2013 6 Areas of Focus District Assembly | 97 19
    20. 20. 20Rotary China Assembly 2013 Peace and conflict prevention/resolution Disease prevention and treatment Water and sanitation Maternal and child health Basic education and literacy Economic and community development Areas of Focus 20
    21. 21. 21Rotary China Assembly 2013 Rotary’s New Generations • Programs • Interact • 12-18, high school based • Rotaract • 18-30, community or school based • Rotary Youth Leadership Awards • 14-18 and 19-30 (not yet in China) • Rotary Youth Exchange • 15-19 (not in China) • Rotary Scholars (new 2013) • graduate students 21
    22. 22. 22Rotary China Assembly 2013 Rotaract Club • Service club for young professionals and students age 18-30 • Sponsored by local Rotary club • Provides young people with opportunities to foster leadership and responsible citizenship • Promotes peace and international understanding • Brings new energy to Rotary club, inspires fresh ideas for service, increases support for projects • Helps develop future Rotarians 22 visit: rotaractbeijing.org rotaractshanghai.org
    23. 23. 23Rotary China Assembly 2013 Interact Club • Service club for young people age 12- 18 • Sponsored by local Rotary club • Gives young people a chance to participate in fun, meaningful service projects while developing leadership skills and meeting new friends • Rotarians mentor promising youth in their communities • Interactors bring new energy to a Rotary Club and inspire fresh ideas • Help to develop future Rotarians 23
    24. 24. 24Rotary China Assembly 2013 Youth Protection • Statement of Conduct for Working with Youth • Youth Protection Laws • Abuse and Harassment Prevention 24
    25. 25. 25Rotary China Assembly 2013 Club Leadership Plan Standard Committees •Club Administration •Membership •Public Relations •The Rotary Foundation •Service Projects •other ad-hoc Committees as required Officers •President •Secretary 25 resources: Club Officer Manuals
    26. 26. 26Rotary China Assembly 2013 Club Administration Committee Responsibilities • Develop committee goals to achieve club annual goals. • Organize club programs. • Manage club communications, including club newsletter and online presence. • Track club attendance. • Plan social events and activities for members to get better acquainted. 26 Club Admin committee  includes Club Secretary  and Treasurer
    27. 27. 27Rotary China Assembly 2013 Club Secretary Responsibilities • Maintain membership records. • Send out notices of meetings. • Record and maintain minutes. • Submit required reports to RI. • Work with treasurer to collect and submit dues and fees. • Record attendance and send to district governor. = 27
    28. 28. 28Rotary China Assembly 2013 28
    29. 29. 29Rotary China Assembly 2013 Submitting Reports To RI (via Member Access) To your district governor To the appropriate club secretary Semiannual Report Monthly attendance Visiting Rotarian attendance Membership Data Form Changes in officers or meeting information Rotarian Relocation Form Changes in officers or meeting information Official Directory Data 29
    30. 30. 30Rotary China Assembly 2013 Resources 30
    31. 31. 31Rotary China Assembly 2013 Club Treasurer Responsibilities • Record incoming/outgoing funds. • Collect and submit dues and fees. • Report to your club board. • Help members submit contributions. • Adhere to the budget. • Establish financial controls. • Comply with local laws. 31
    32. 32. 32Rotary China Assembly 2013 Managing Funds • Establish separate accounts for operational and charitable funds. • Document incoming and outgoing funds. • Consult a local expert to review club finances annually and determine any tax or other liabilities. • Require board approval for expenses over a set amount. • Appoint a finance committee. • Require two signatures for disbursing funds. • Deposit funds in a bank selected by the club’s board. 32
    33. 33. 33Rotary China Assembly 2013 Resources contact.center@rotary.org 33
    34. 34. 34Rotary China Assembly 2013 Membership Committee Responsibilities • Develop committee goals to achieve club membership goals. • Educate and train new and current members. • Conduct classification surveys. • Develop membership action plan. • Conduct club assessments • Work with public relations committee. • Sponsor new clubs, if applicable. 34
    35. 35. 35Rotary China Assembly 2013 Diversity Reflect the community with regard to •Profession •Age •Gender •Ethnicity •Religion 35
    36. 36. 36Rotary China Assembly 2013 Attracting New Members • Help members identify potential Rotarians, and promote the proposal of new members as a responsibility of all Rotarians. • Ask members to describe why they value their membership. • Ensure diverse membership. • Develop a membership strategy. 36
    37. 37. 37Rotary China Assembly 2013 Strategies for Engaging Members • Use surveys to identify what’s important to members. • Administer the Resigning Member Questionnaire to identify challenges facing the club. • Maintain ongoing communication. • Hold regular club assemblies to discuss club activities. • Keep club meetings interesting and enjoyable. 37
    38. 38. 38Rotary China Assembly 2013 Resources Strategies for Attracting and Engaging Members (417) 38
    39. 39. 39Rotary China Assembly 2013 Public Relations Commitee Responsibilities • Develop committee goals. • Create awareness of club activities and projects. • Promote your club in your community. • Know key Rotary messages. • Work with club membership committee to attract new members. 39
    40. 40. 40Rotary China Assembly 2013 Public Relations Efforts • Stay current on PR resources at www.rotary.org. • Create contact lists of local media. • Keep the website current and interesting. • Encourage members to promote Rotary. District Assembly | 66 40
    41. 41. 41Rotary China Assembly 2013 Resources District Assembly | 73 41
    42. 42. 42Rotary China Assembly 2013 The Rotary Foundation Committee Responsibilities Responsibilities• Develop committee goals to achieve Foundation goals for the coming year. • Educate club members about the Foundation. • Encourage club members to contribute. • Ensure the club is qualified to receive grants. • Communicate Foundation goals to club members. 42
    43. 43. 43Rotary China Assembly 2013 Foundation Activities District Assembly | 95 43
    44. 44. 44Rotary China Assembly 2013 Resources District Assembly | 106 contact.center@rotary.org 44
    45. 45. 45Rotary China Assembly 2013 Service Projects Committee Responsibilities • Develop committee goals to achieve club service project goals. • Conduct service projects that include needs assessments, planning, and evaluation. • Identify opportunities for signature projects. • Lead fundraising efforts. • Understand potential liability issues. • Reach out to clubs locally and internationally. 45
    46. 46. 46Rotary China Assembly 2013 RI Programs and Activities 46
    47. 47. 47Rotary China Assembly 2013 Responsibilities • Develop committee goals to achieve club service project goals. • Conduct service projects that include needs assessments, planning, and evaluation. • Identify opportunities for signature projects. • Lead fundraising efforts. • Understand potential liability issues. • Reach out to clubs locally and internationally. 47
    48. 48. 48Rotary China Assembly 2013 Service Project Guidelines • Relate projects to the areas of focus and Avenues of Service. • Address a genuine need. • Involve all club members. • Share ideas with other clubs. • Use RI resources. • Practice good financial stewardship. 48
    49. 49. 49Rotary China Assembly 2013 Resources 49
    50. 50. 50Rotary China Assembly 2013 Rotary International Theme for 2013-14 Ron D. Burton, RI President (2013-14) , RI President (2013-14) , RI President (2013-14) 50 DSRD Randal Eastman
    51. 51. 51Rotary China Assembly 2013 President-Elect Ron D. Burton 51 • Ron D. Burton retired as president of the University of Oklahoma Foundation Inc. in 2007. • A Rotarian since 1979, Ron is a member and past president of the Rotary Club of Norman, Oklahoma. • He also chaired the 2011 New Orleans Convention Committee. • He has served The Rotary Foundation as Regional Rotary Foundation coordinator; member of the International PolioPlus Committee, Permanent Fund Leadership Team, and PolioPlus Speakers Bureau. • He served as trustee in 2006-10 and vice chair in 2008-09. He also has been a member and vice chair of the Future Vision Committee.
    52. 52. 52Rotary China Assembly 2013 52 2013-14 Rotary Theme Engage  Rotary  Change Lives
    53. 53. 53Rotary China Assembly 2013 RI Strategic Plan Update & Strengthening Rotary’s Brand Strengthening Rotary’s Brand Strengthening Rotary’s Brand 53 DSRD Randal Eastman
    54. 54. Rotary China Assembly 2013
    55. 55. 55Rotary China Assembly 2013 Support and strengthen clubs Foster club innovation and flexibility Develop leaders Encourage clubs to participate in a variety of service activities Promote membership diversity Improve member recruitment and retention Start new clubs Encourage strategic planning at club and district levels Support and Strengthen clubs 55
    56. 56. 56Rotary China Assembly 2013 Focus and increase humanitarian service Eradicate polio Create significant projects both locally and internationally Increase sustainable service focused on •New generations programs •Rotary’s six areas of focus Increase collaboration and connection with other organizations 56
    57. 57. 57Rotary China Assembly 2013 Enhance public image and awareness Publicize action-oriented service Encourage clubs to promote their networking opportunities and signature activities Unify image and brand awareness Promote core values Emphasize vocational service 57
    58. 58. 58Rotary China Assembly 2013 What success looks like Enhanced public image Increased contributions Greater global reach Increased membership and donor base Better projects Greater impact Stronger clubs 58
    59. 59. 59Rotary China Assembly 2013 •Get back to Rotary’s roots… •Show the world what makes Rotary great… •Clarify and focus our messages. •Inspire Rotarians, our clubs and our entire organization. Strengthening Rotary’s Brand 59
    60. 60. 60Rotary China Assembly 2013 60
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    64. 64. 64Rotary China Assembly 2013 64
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    67. 67. 67Rotary China Assembly 2013 67
    68. 68. 68Rotary China Assembly 2013 68
    69. 69. 69Rotary China Assembly 2013 Social business strategy moves Rotary from isolated communication … … a community of ideas, collaboration and free exchange. to… Social Business Strategy
    70. 70. 70Rotary China Assembly 2013 70 Social Business Strategy
    71. 71. 71Rotary China Assembly 2013 xxxxxxxxxxx Rotary Showcase 71
    72. 72. 72Rotary China Assembly 2013 Idea platform • Connects Rotarians or clubs to help find partners, funding and resources for service projects • Will replace ProjectLINK • Supports co- creation of value 72
    73. 73. 73Rotary China Assembly 2013 App Store • Rotarians help each other find the right tool • Encourage innovation in the Rotary world
    74. 74. Future Vision Plan Update PolioPlus It may be considered the greatest humanitarian service the world has ever seen! It may be considered the greatest humanitarian service the world has ever seen!PP Simon Maguire District Trainer
    75. 75. 75Rotary China Assembly 2013 75
    76. 76. 76Rotary China Assembly 2013 We are this Close – to ending Polio forever – to ending Polio forever • A success story that is 25 years in the making • Rotary International’s major international campaign • 18-24 months from the finish line 76 resources: endPolioNow.org more videos on your USB
    77. 77. 77Rotary China Assembly 2013
    78. 78. 78Rotary China Assembly 2013
    79. 79. 79Rotary China Assembly 2013
    80. 80. 80Rotary China Assembly 2013 Fundraising – Polio EradicationFundraising – Polio Eradication Gates Foundation  matched Rotary  Fundraising $ for $ to  US$200m Hands on fundraising by RC of Rugby Dunsmore, UK Rotary Day 23rd February Rotary Day 2013 - Swimathon Rotaract Club of Shanghai Fundraising by RC of Grimsby St James, UK Omega car raffle sponsored by Vauxhall – mid 90s 25 Years of  Fundraising Activity Examples
    81. 81. Future Vision Plan Update The Rotary Foundation Future Vision DRFC Pradeep Kumar
    82. 82. 82Rotary China Assembly 2013 Contents • What is Future Vision (FV) • How FV affects Rotarians • How FV affects Clubs • Why FV • How to learn more • DDF • Global and District Grants • Rotary Scholars • Vocational training teams • Quiz on DG and GG 82
    83. 83. 83Rotary China Assembly 2013 What is future vision (FV) • It is the way TRF will work from July 1 2013 for helping Rotarians for DoingDoing Good in the WorldGood in the World • The roll out was preceded by pilots in 100 districts to learn the new system over past 2.5 years • Ron Burton (RI Prez Elect) launched the FV at the training for the Dist. Governors Elects (DGEs) and Distt Rotary Foundation Committee Chairs (DRFCs) in San Diego on 18Jan2013 83
    84. 84. 84Rotary China Assembly 2013 How FV affects Rotarians • Rotarians are empowered to do bigger and better projects with support from funds in TRF and other sources • A district grant supported project could be of any size in collaboration with district • If a project qualifies for ‘Areas of Focus’ then global/packaged grants could be available from 15K to 200K USD for that project 84
    85. 85. 85Rotary China Assembly 2013 How FV affects Cubs • A club could have up to 10 projects supported by Global Grants • Clubs would not be able to get grants without going thru the Centralized grant management and information system that includes approval by District officers • Clubs need to take more ownership of financial control & execution accountability (Stewardship) 85
    86. 86. 86Rotary China Assembly 20136 StewardshipStewardship •Stewardship is the responsible management and oversight of grant funds, including: –Rotarian supervision –Financial records review –Oversight of funds –Reporting irregularities –Timely submission of reports •Clubs are required to accept this responsibility by signing an MOU before they can participate in FV projects 86
    87. 87. 87Rotary China Assembly 2013 Future Vision Plan overview • In anticipation of The Rotary Foundation’s 100-year anniversary in 2017, the Trustees set out to develop a plan to move the Foundation toward its second century of service. • The Foundation has made only slight modifications to its programs since its inception and the Trustees sought input from a wide variety of stakeholders through interviews, surveys, focus groups, and input sessions in developing the Future Vision Plan. • The plan updates the Foundation’s mission and creates a more effective and efficient way to help Rotarians develop diverse projects with greater impact and sustainable outcomes. WHY FV 87
    88. 88. 88Rotary China Assembly 2013 Mission of TRF • The mission of The Rotary Foundation is to enable Rotarians to advance world understanding, goodwill, and peace through the improvement of health, the support of education, and the alleviation of poverty. • The Foundation's new missionnew mission, along with its new motto – Doing Good in the WorldDoing Good in the World – were approved by the Foundation Trustees and the RI Board and endorsed by the Council on Legislation. WHY FV 88
    89. 89. 89Rotary China Assembly 2013 4,500 4,000 3,500 3,000 2,500 2,000 1,500 1,000 500 0 NumberofGrantsAwarded 4,160 Comparative Analysis Habitat For Humanity $100 M $100,000 1,000 Conrad Hilton $100 M $500,000 MacArthur Foundation $260 M $520,000 500 Lions International $38.5 M $72,000 The Rotary Foundation $100 MAnnual Budget: Average Award: 535 $12,500 180 89
    90. 90. 90Rotary China Assembly 2013 Objective of FV • Simplify Foundation programs and processes consistent with the • Focus Rotarian service efforts where they will have the greatest im • Offer program options to help achieve both global and local goals • Gain greater understanding of The Rotary Foundation’s work and WHY FV 90 ref: useful links for future vision.doc Future Vision Quick Reference Guide
    91. 91. 91Rotary China Assembly 2013 Rationale of Areas of focus • Rotary clubs serve communities around the world, each with unique concerns and needs. Rotarians have continually adapted and improved the way they respond to those needs, taking on a broad range of service projects. The most successful and sustainable Rotary service tends to fall within one of the following six areas: 91
    92. 92. 92Rotary China Assembly 2013 Peace and conflict prevention/resolution Disease prevention and treatment Water and sanitation Maternal and child health Basic education and literacy Economic and community development Areas of Focus 92
    93. 93. 93Rotary China Assembly 2013 Criteria of FV areas of focus 1. The goals of Future Vision are to increase efficiency in grant processing and ensure quality of funded projects; 2. The content of each policy statement is intended to represent eligible and ineligible activities; 3. Eligible activities reflect those that Rotary clubs and districts have most often implemented; 4. Project planning is a bottom up and host club/district‐ ‐ driven process; 5. All grant requests must comply with the policy statements related to each area of focus. Double click this pdf file link to learn more on the eligibility 93
    94. 94. 94Rotary China Assembly 2013 94 DDF
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    97. 97. 97Rotary China Assembly 2013 District Grants • Educational and humanitarian activities consistent with the mission • Single “block” grant awarded annually • Smaller activities and projects • Local or international activities 97
    98. 98. 98Rotary China Assembly 2013 98
    99. 99. 99Rotary China Assembly 2013 Global Grants • Long-term projects • Larger grant awards • Sustainable, measurable outcomes • Alignment with areas of focus • World Fund match 99
    100. 100. 100Rotary China Assembly 2013 100
    101. 101. 101Rotary China Assembly 2013 Quick Comparison District Grants • Application process with the District • Can be international or community (local) • Partnerships encouraged • No TRF match • No Paul Harris credit • Clubs must qualify • Smaller projects Global Grants • Application process with The Rotary Foundation • Must be international • Partner required • Min $15,000 to qualify • TRF match • Paul Harris credit • Clubs must qualify • Bigger projects 101
    102. 102. 102Rotary China Assembly 2013 Scholarships • District Grants – No match by TRF – No restrictions on the location, length of study, area of study or level (undergraduate or graduate) – District determines criteria, process & award amount • Global Grants – TRF - must be minimum of $30,000 – Field of study must be within the 6 areas of focus – Graduate level; one to four years; must study abroad – Possibly bundled with a humanitarian project with a total of scholarship & project of $30,000 – Peace Scholarships funded by TRF 102 2013-2014
    103. 103. 103Rotary China Assembly 2013 Vocational Training Teams • District Grants – No match by TRF – Old “Group Study Exchange” Concept • Global Grants – TRF match – must meet $30,000 minimum – Need to provide or receive training – Field of training must be within 6 areas of focus – Possibly bundled with a humanitarian project and or a scholarship – Minimum of 1 Rotarian and 3 non-Rotarians but there is no maximum team size – Additional Rotarians may participate 103 2013-2014
    104. 104. 104Rotary China Assembly 2013 Packaged Grants • Strategic Partners • Planned by Rotarians • Encourage involvement by smaller clubs • No cost to clubs 104
    105. 105. 105Rotary China Assembly 2013 Strategic Partners 105
    106. 106. Future Vision Plan Update Questions? www.rotary.org/futurevision contact.center@rotary.org
    107. 107. 107Rotary China Assembly 2013 DG or GG QUIZ • Participants are shown a description of a project and they decide whether it is a DG or a GG • 1 minutes per project • Total 15 projects in quiz • Source – Jan 17 workshop in San Diego 107
    108. 108. 108Rotary China Assembly 2013 Review for the Day 108 SR Y.K. Cheng
    109. 109. 109Rotary China Assembly 2013 Rotary China Assembly is Adjourned Thanks to all for attending - and special thanks to SR Y.K. for nearly 5 years of leadership of the Rotary China Team! www.RotaryChina.org 109
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