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Pre-PETSSaturday, January 26, 2013
Our Theme
To help you:•Sustain & grow membership•Implement successful service projects•Support the Rotary Foundation•Develop leaders...
ROTARY ZONES 25/26  FAR WEST NORTH AMERICABritish Columbia (portions)WashingtonIdaho (portions)OregonNevadaCaliforniaArizo...
FAR WEST P.E.T.S.District 5000 – HawaiiDistrict 5130 – N. California CoastDistrict 5150 – North Bay AreaDistrict 5160 – N....
Key Dates12 Febrauary   Grants Training                     AdMail Express, Inc.                                          ...
Challenges? Contact: data@rotary.org
What should I be doing now?Review club Presidents manualServe on your boardReview your clubs’ strategic planComplete the p...
Guidelines for Successful        LeadershipHave a vision!Select your Leadership Team wisely!Promote teamwork and collabora...
Guidelines for Effective         CommitteesDefine the purpose for the CommitteeConsolidate, eliminate, expand or addMake C...
Fiduciary responsibilitySpending plan to support club activities  Projects  Programs  Fellowship  Membership development  ...
When: NOW!Review last 3-5 yr P&L’sCompare current budget vs YTD resultsDetermine prioritiesReview club’s 5 yr strategic pl...
Current & future treasurersCurrent PresidentPresident Elect & NomineeClub ChairsSpecial Advisor(s)And YOU
The Balance Sheet of the Rotary Club of Your  Town     As of January 31, 2013Assets:Cash:Checking               XXXXXXSavi...
Profit & Loss Statement
Profit & Loss StatementWhat to ReportIncome: All items of income broken down by source (e.g. dues; meals; fundraisers; h...
Membership Billing
Member Billing OptionsPay as you Go     Q1 includes: Dues (club; district; RI)     Q2 includes: Rose Parade Float     M...
Member Billing OptionsAll Inclusive    Q1: Dues; advance quarterly meals    Q2: Advance quarterly meals less make-ups   ...
Presidents PETS                         $    450.00Speech Contest                          $    175.00President support fo...
Due 15 November of each yearFiled by each club treasurer or CPA or EAHuge penalties if not filed
Awards and Recognitions
District TotalsYTD thru January 25th/Annual Giving Goal             2011-2012   2012-2013      Goal   $593,580    $623,956...
Club Information25 Clubs Have Met Their Goal !!!EVERY Club has made donations!!!21 Clubs Over 60% EREY13 Clubs Under 50% E...
Every Rotarian Every Year        Annual Giving Top Fives $Dollars Club        Contributions   Members Cupertino      $50,6...
Every Rotarian Every Year           Annual Giving Top Fives% To GoalClub                    Per Cent     MembersLos Altos ...
Every Rotarian Every Year         Annual Giving Top Fives $ Per Capita Giving Club                Per Capita   Members Los...
Every Rotarian Every Year         Annual Giving Top Fives % Every Rotarian Every Year Club                 Per Cent   Memb...
Polio Plus CampaignThe Rotary Foundation and You!•   When: February 2014 to June 2014•   Goal: Clubs Set Goals (now)•   Wh...
Paul Harris Society
Grants
Club Foundation Committee
Committee Duties               EducateReview                       Motivate    Allocate             Manage
Your Foundation Goals
The District Web SiteThe Rotary Foundation:• Mission Statement• Club Annual Giving Campaign• PolioPlus• Paul Harris Societ...
Chris di Salvo
Why Youth Protection?
Club CertificationWhat’s needed to complete club certification form? Club President signature Club New Generations Chair...
As Club President –              Lead by Example It’s not hard—take it one step at a time. Training: YP Awareness; YP Ce...
Club Youth Protection Officer’sDuties•Get Certified•Ensure Club remains certified (3 Rotarians)•Understand training matrix...
2013 District Conference…………March 21-24Rotary U……………………..……..May 16, 2013Partners in Service……………..…October 2013Avenues of...
Pre pets 20130126 angie
Pre pets 20130126 angie
Pre pets 20130126 angie
Pre pets 20130126 angie
Pre pets 20130126 angie
Pre pets 20130126 angie
Pre pets 20130126 angie
Pre pets 20130126 angie
Pre pets 20130126 angie
Pre pets 20130126 angie
Pre pets 20130126 angie
Pre pets 20130126 angie
Pre pets 20130126 angie
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Pre pets 20130126 angie

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DGE Angie Hassler's presentation at Pre-PETS 2013 to the presidents Class 203-2104.

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Pre pets 20130126 angie

  1. 1. Pre-PETSSaturday, January 26, 2013
  2. 2. Our Theme
  3. 3. To help you:•Sustain & grow membership•Implement successful service projects•Support the Rotary Foundation•Develop leaders (beyond club level)
  4. 4. ROTARY ZONES 25/26 FAR WEST NORTH AMERICABritish Columbia (portions)WashingtonIdaho (portions)OregonNevadaCaliforniaArizonaHawaii
  5. 5. FAR WEST P.E.T.S.District 5000 – HawaiiDistrict 5130 – N. California CoastDistrict 5150 – North Bay AreaDistrict 5160 – N. CaliforniaDistrict 5170 - South/East Bay AreaDistrict 5180 – Delta/SacramentoDistrict 5190 – E. Calif. / N. NevadaDistrict 5220 – Central Valley Calif.District 5230 – Central Coast/ Central Valley
  6. 6. Key Dates12 Febrauary Grants Training AdMail Express, Inc. 31640 Hayman St. Hayward, CA 9454426 February Technology Training AdMail Express, Inc. Hayward27 February Grants Training San Jose DoubleTree Hotel1-3 March FAR WEST PETS San Jose DoubleTree Hotel1 March Foundation Memo of Understanding San Jose DoubleTree Hotel Due1 March Club Youth Certification Form Due San Jose DoubleTree Hotel21 March District Golf Tournament Silverado (Napa)22-24 March District Conference Napa (Meritage Resort & Spa)1 May Foundation Goals Due Member Access16 May Rotary U San Jose DoubleTree HotelMay & June Membership & Foundation Seminars In Areas1 June Membership Goals Due Member Access23-26 June RI Convention Lisbon1 July WE’RE OFF & RUNNING! Engage Rotary, Change Lives More to come!
  7. 7. Challenges? Contact: data@rotary.org
  8. 8. What should I be doing now?Review club Presidents manualServe on your boardReview your clubs’ strategic planComplete the planning guideHold meetings with your boardSupervise budget preparationEnsure continuityEnsure club leaders are trainedRegister for Member AccessPromote and attend Joe’s conference
  9. 9. Guidelines for Successful LeadershipHave a vision!Select your Leadership Team wisely!Promote teamwork and collaborationShare both responsibility and recognitionBe a peacemaker – reconcile differences and encourage unityBe accessible to your team membersAbove all, lead by example!
  10. 10. Guidelines for Effective CommitteesDefine the purpose for the CommitteeConsolidate, eliminate, expand or addMake Committee appointments based on interests and talentsProvide concrete assignments and goalsKeep track of progress and record resultsAlways provide recognition for accomplishments
  11. 11. Fiduciary responsibilitySpending plan to support club activities Projects Programs Fellowship Membership development Etc.
  12. 12. When: NOW!Review last 3-5 yr P&L’sCompare current budget vs YTD resultsDetermine prioritiesReview club’s 5 yr strategic plan (focus)
  13. 13. Current & future treasurersCurrent PresidentPresident Elect & NomineeClub ChairsSpecial Advisor(s)And YOU
  14. 14. The Balance Sheet of the Rotary Club of Your Town As of January 31, 2013Assets:Cash:Checking XXXXXXSavings * XXXXXX Report each account separately.Total Cash XXXXXXAccounts Receivable XXXXXX Usually unpaid dues.Prepaid Expense XXXXXX Paid future expendituresFixed Assets XXXXXX Assets owned by the club with an useful life of three years or more.Total Assets XXXXXXLiabilities:Unpaid Dues RI XXXXXXUnpaid Dues District XXXXXXOther Unpaid Expense XXXXXXLong Term Debt XXXXXXTotal Liabilities XXXXXXClubs Net Worth XXXXXX Difference between Assets and Liabilities.
  15. 15. Profit & Loss Statement
  16. 16. Profit & Loss StatementWhat to ReportIncome: All items of income broken down by source (e.g. dues; meals; fundraisers; happy $’s; social; etc)Expenses: All items of expense broken down by source Expense items broken down by category (e.g. club; avenues of service; fundraisers; social; etc) Do not comingle TRF & local foundation funds Report each event separately
  17. 17. Membership Billing
  18. 18. Member Billing OptionsPay as you Go  Q1 includes: Dues (club; district; RI)  Q2 includes: Rose Parade Float  Meals are paid at the door  Events are prepaid or billed
  19. 19. Member Billing OptionsAll Inclusive  Q1: Dues; advance quarterly meals  Q2: Advance quarterly meals less make-ups  Events can be prepaid or billed
  20. 20. Presidents PETS $ 450.00Speech Contest $ 175.00President support for RI Convention $x,xxx.00 (varies upon locale)Member support for Rotary U $ 42.00 ppMember support for Avenues of Service $ 42.00 ppRose Parade Float $ 3.00 pp (recommended)District Dues $ 51.00 ppRI Dues $ 71.00 ppRYLA Scholarship $ 495.00 per camper
  21. 21. Due 15 November of each yearFiled by each club treasurer or CPA or EAHuge penalties if not filed
  22. 22. Awards and Recognitions
  23. 23. District TotalsYTD thru January 25th/Annual Giving Goal 2011-2012 2012-2013 Goal $593,580 $623,956 YTD $547,493 $562,651 % TD 92% 90% Total for $658,879 ????? Year
  24. 24. Club Information25 Clubs Have Met Their Goal !!!EVERY Club has made donations!!!21 Clubs Over 60% EREY13 Clubs Under 50% EREY..53.9% District EREY Total
  25. 25. Every Rotarian Every Year Annual Giving Top Fives $Dollars Club Contributions Members Cupertino $50,632 182 Los Altos $38,412 171 San Jose $31,850 501 Livermore $30,900 131 Oakland 21,646 303
  26. 26. Every Rotarian Every Year Annual Giving Top Fives% To GoalClub Per Cent MembersLos Altos Sunset 411% 14Freedom 260% 39Los Altos 176% 171Tri-Valley 171% 9Mountain View 168% 33
  27. 27. Every Rotarian Every Year Annual Giving Top Fives $ Per Capita Giving Club Per Capita Members Los Altos Sunset $499 14 Sunnyvale Sunrise $350 17 Sunnyvale $342 58 Tri-Valley $341 9 Freedom $333 39
  28. 28. Every Rotarian Every Year Annual Giving Top Fives % Every Rotarian Every Year Club Per Cent Members Tri-Valley 100% 9 Sunnyvale 100% 58 Mountain View 97% 33 San Jose North 95% 40 San Lorenzo Valley 94% 16
  29. 29. Polio Plus CampaignThe Rotary Foundation and You!• When: February 2014 to June 2014• Goal: Clubs Set Goals (now)• Who: Rotarians and Non-Rotarians (OPM)• How: Fund Raisers, Loose Change, Matching Points, Your Ideas!
  30. 30. Paul Harris Society
  31. 31. Grants
  32. 32. Club Foundation Committee
  33. 33. Committee Duties EducateReview Motivate Allocate Manage
  34. 34. Your Foundation Goals
  35. 35. The District Web SiteThe Rotary Foundation:• Mission Statement• Club Annual Giving Campaign• PolioPlus• Paul Harris Society• Future Vision Program• Scholar Grants• TRF NewsToday
  36. 36. Chris di Salvo
  37. 37. Why Youth Protection?
  38. 38. Club CertificationWhat’s needed to complete club certification form? Club President signature Club New Generations Chair signature
  39. 39. As Club President – Lead by Example It’s not hard—take it one step at a time. Training: YP Awareness; YP Certification Next: YP Volunteer Affidavit and Interview Finally: LiveScan
  40. 40. Club Youth Protection Officer’sDuties•Get Certified•Ensure Club remains certified (3 Rotarians)•Understand training matrix•Monitor members requirements progress•Assist in screening Club Rotarians
  41. 41. 2013 District Conference…………March 21-24Rotary U……………………..……..May 16, 2013Partners in Service……………..…October 2013Avenues of Service………………..October 2013Richard D. King Speech Contest…April 2, 20142014 District Conference…….........April 11-13

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