The New Focus 
RD 5340 Rethinking Membership & Telling 
The Rotary Story 
Rev 8-23-2014
The Challenge 
We have a membership challenge 
And membership is everyone’s job
3,700 
3,600 
3,500 
3,400 
3,300 
3,200 
3,100 
3,682 
3,661 
3,621 
3,550 
3,469 
District 5340 Membership 
June 2005 thru May 31 2014 
3,364 
3,196 
3,314 
3,213 
3,273 
down 11% - 409 fewer Rotarians
same 
UP 
down 
-­‐70 
+ 
299 
-­‐708
51 of 71 
clubs 
downsized 
15 clubs shrank between 2% and 15% 
10 clubs shrank between 15% and 30% 
22 clubs shrank more than 30% 
and 4 of our clubs folded
North America
Hold the Presses! 
New Information… 
that can help! 
siegel + gale
siegel + gale Survey 
Two key questions: 
1. Why 
did 
you 
JOIN 
Rotary? 
2. What 
is 
the 
main 
reason 
you 
STAY 
with 
Rotary?
Why Join? 
Impact my community 35.5% 
Friends 30.0% 
Networking 18.7% 
Recognition 4.3% 
Training 3.3% 
Impact globally 8.2%
Why Stay? 
Impact my community 35.5% 36.1% 
Friends 30.0% 38.4% 
Networking 18.7% 5.2% 
Recognition 4.3% 2.3% 
Training 3.3% 3.5% 
Impact globally 8.2% 14.5%
Key Points 
1. Local 
2. Friends 
3. Vocation 
4. Leaders 
From 
siegel + gale
Learning Objectives 
What we can do… 
Right Now!
Ponder This 
Who Are Our Customers 
Members
What Our Customers Want 
1. Local Impact 
2. Friends and Contacts 
3. Vocation - Value Me & My Work 
4. Leaders to Work With
Ready 
But First… 
Is our Club Actually READY 
for New Members?
The Questions 
Is our Club… 
Attractive… 
Relevant… 
Engaging?
Attractive & Relevant Indicators 
• Good Website, Facebook 
• Members feel Involved & Committed 
• Get to meet & know local Leaders 
• Members & Guests Feel Welcome 
• Strong Camaraderie (and Fun) 
• Respects Members’ Work 
• Club is active... Is “doing” things. 
And more...
Attraction 
How Do 
We Attract 
New 
Members? 
Appeal 
to 
Them
Initial Attraction – The “Ask” 
It’s a leadership organization… 
we’re made up of local business, 
professional and civic leaders. 
We meet regularly, get to know each 
other, form friendships, & through 
that, we’re able to get things done in 
this community.
Initial Attraction – The “Ask” 
It’s a leadership organization… 
we’re made up of local business, 
professional and civic leaders. 
We meet regularly, get to know each 
other, form friendships, & through 
that, we’re able to get things done in 
this community.
Initial Attraction – The “Ask” 
It’s a leadership organization… 
we’re made up of local business, 
professional and civic leaders. 
We meet regularly, get to know each 
other, form friendships, & through 
that, we’re able to get things done in 
this community.
Initial Attraction – The “Ask” 
It’s a leadership organization… 
we’re made up of local business, 
professional and civic leaders. 
We meet regularly, get to know each 
other, form friendships, & through 
that, we’re able to get things done in 
this community.
Customer Profiles 
What About Other 
Prospective 
Members?
Three Steps to Attraction 
1. The Ask 
2. Website, Facebook+
Lamorinda Sunrise Message 
• change the world?...1.2-million members 
• 34,000 clubs globally 
• clean water for drinking ... human health 
• combating hunger ... eradicating polio 
• explore this site to learn more about Rotary 
International
What Works Better? 
• Rotary has 34,000 clubs 
in 200 countries and 
regions. 
• Rotary is in Albania to 
Zimbabwe 
• Rotary is eradicating 
polio. 
• Explore this site to 
learn more about 
Rotary International. 
• We are local business, 
professional and civic 
leaders. 
• We get to know one 
another. 
• We get things done in 
this community. 
• We have fun doing it.
What Works?
Build a Better Website 
• Who are we? 
• What do we do? 
• What’s in it for You?
What’s In It For Our Customers? 
1. Local Impact 
2. Friends and Contacts 
3. Vocation - Value Me & My Work 
4. Leaders to Work With
Three Steps to Attraction 
1. The Ask 
2. Website, Facebook+ 
3. The First Impression
The First Impression 
What creates an impression? 
• _______________ 
• _______________ 
• _______________
How Do We Treat Our Guests? 
Does Meeting 
Agenda 
Address The 
Guest 
Experience?
Do We Rush the Question?
Is Your Club Like Cheers? 
Sometimes 
you want to go, 
Where everybody knows your name, 
and they’re always glad you came.
Tips 
Involvement 
4 Hold ‘em Tips
Tip 1 
INDUCTION 
Make The Induction 
PERSONAL
Tip 2 
FRIENDS 
#1 Reason for Staying
Tip 3 
OPPORTUNITIES 
To Do Something
Tip 4 
Add Some 
ROTARY 
KNOWLEDGE
Where to Find Information? 
www.rotary5340.org
Where to Find Information? 
www.zone2526.org
Twelve Letter Topics 
1. Welcome 
2. Communications 
3. Classifications 
4. Rotary Basics 
5. Club Service 
6. Vocational Service 
7. Community Ser. 
8. International Ser. 
9. Youth Service 
10. Our Foundation 
11. Attendance 
12. Sponsoring
Website Resources 
• IGNITE folder 
• Preparing your Club to Grow 
• What’s in it for me 
• Why Join Rotary 
• We Care booklet
What You Can Do – Right Now! 
Right Now Action! 
1. List Members <24 months 
2. Schedule Work/Personal Talks 
3. Meet personally re Interests 
4. Revise Meeting Agenda 
5. Start personalized Inductions 
6. Start New Member letters
Do it in the Next 30-Days! 
30 Day Actions 
1. All members develop the “Ask” 
2. Review & update Website 
3. Assign Greeters/protocols: 
All guests & visitors welcomed 
4. All members begin knowing names/work of 
all others 
5. At least 5 work/personal talks by new 
members & others
Do it in the Next 90-Days! 
90 Day Actions 
1. All members know names/work of all (at 
least new members) & continue 
work/personal talks for all 
2. Guests/Visitors all feel welcome 
3. All members feel welcome — Cheers! 
4. All members involved 
5. All members have an “Ask”
What Our Customers Want 
1. Local Impact 
2. Friends and Contacts 
3. Vocation - Value Me & My Work 
4. Leaders to Work With
ReThinking Membership - Telling The Rotary Story

ReThinking Membership - Telling The Rotary Story

  • 2.
    The New Focus RD 5340 Rethinking Membership & Telling The Rotary Story Rev 8-23-2014
  • 3.
    The Challenge Wehave a membership challenge And membership is everyone’s job
  • 4.
    3,700 3,600 3,500 3,400 3,300 3,200 3,100 3,682 3,661 3,621 3,550 3,469 District 5340 Membership June 2005 thru May 31 2014 3,364 3,196 3,314 3,213 3,273 down 11% - 409 fewer Rotarians
  • 5.
    same UP down -­‐70 + 299 -­‐708
  • 6.
    51 of 71 clubs downsized 15 clubs shrank between 2% and 15% 10 clubs shrank between 15% and 30% 22 clubs shrank more than 30% and 4 of our clubs folded
  • 7.
  • 8.
    Hold the Presses! New Information… that can help! siegel + gale
  • 9.
    siegel + galeSurvey Two key questions: 1. Why did you JOIN Rotary? 2. What is the main reason you STAY with Rotary?
  • 10.
    Why Join? Impactmy community 35.5% Friends 30.0% Networking 18.7% Recognition 4.3% Training 3.3% Impact globally 8.2%
  • 11.
    Why Stay? Impactmy community 35.5% 36.1% Friends 30.0% 38.4% Networking 18.7% 5.2% Recognition 4.3% 2.3% Training 3.3% 3.5% Impact globally 8.2% 14.5%
  • 12.
    Key Points 1.Local 2. Friends 3. Vocation 4. Leaders From siegel + gale
  • 13.
    Learning Objectives Whatwe can do… Right Now!
  • 14.
    Ponder This WhoAre Our Customers Members
  • 15.
    What Our CustomersWant 1. Local Impact 2. Friends and Contacts 3. Vocation - Value Me & My Work 4. Leaders to Work With
  • 16.
    Ready But First… Is our Club Actually READY for New Members?
  • 17.
    The Questions Isour Club… Attractive… Relevant… Engaging?
  • 18.
    Attractive & RelevantIndicators • Good Website, Facebook • Members feel Involved & Committed • Get to meet & know local Leaders • Members & Guests Feel Welcome • Strong Camaraderie (and Fun) • Respects Members’ Work • Club is active... Is “doing” things. And more...
  • 19.
    Attraction How Do We Attract New Members? Appeal to Them
  • 20.
    Initial Attraction –The “Ask” It’s a leadership organization… we’re made up of local business, professional and civic leaders. We meet regularly, get to know each other, form friendships, & through that, we’re able to get things done in this community.
  • 21.
    Initial Attraction –The “Ask” It’s a leadership organization… we’re made up of local business, professional and civic leaders. We meet regularly, get to know each other, form friendships, & through that, we’re able to get things done in this community.
  • 22.
    Initial Attraction –The “Ask” It’s a leadership organization… we’re made up of local business, professional and civic leaders. We meet regularly, get to know each other, form friendships, & through that, we’re able to get things done in this community.
  • 23.
    Initial Attraction –The “Ask” It’s a leadership organization… we’re made up of local business, professional and civic leaders. We meet regularly, get to know each other, form friendships, & through that, we’re able to get things done in this community.
  • 24.
    Customer Profiles WhatAbout Other Prospective Members?
  • 25.
    Three Steps toAttraction 1. The Ask 2. Website, Facebook+
  • 27.
    Lamorinda Sunrise Message • change the world?...1.2-million members • 34,000 clubs globally • clean water for drinking ... human health • combating hunger ... eradicating polio • explore this site to learn more about Rotary International
  • 28.
    What Works Better? • Rotary has 34,000 clubs in 200 countries and regions. • Rotary is in Albania to Zimbabwe • Rotary is eradicating polio. • Explore this site to learn more about Rotary International. • We are local business, professional and civic leaders. • We get to know one another. • We get things done in this community. • We have fun doing it.
  • 29.
  • 30.
    Build a BetterWebsite • Who are we? • What do we do? • What’s in it for You?
  • 31.
    What’s In ItFor Our Customers? 1. Local Impact 2. Friends and Contacts 3. Vocation - Value Me & My Work 4. Leaders to Work With
  • 32.
    Three Steps toAttraction 1. The Ask 2. Website, Facebook+ 3. The First Impression
  • 33.
    The First Impression What creates an impression? • _______________ • _______________ • _______________
  • 34.
    How Do WeTreat Our Guests? Does Meeting Agenda Address The Guest Experience?
  • 35.
    Do We Rushthe Question?
  • 36.
    Is Your ClubLike Cheers? Sometimes you want to go, Where everybody knows your name, and they’re always glad you came.
  • 37.
    Tips Involvement 4Hold ‘em Tips
  • 38.
    Tip 1 INDUCTION Make The Induction PERSONAL
  • 39.
    Tip 2 FRIENDS #1 Reason for Staying
  • 40.
    Tip 3 OPPORTUNITIES To Do Something
  • 41.
    Tip 4 AddSome ROTARY KNOWLEDGE
  • 42.
    Where to FindInformation? www.rotary5340.org
  • 43.
    Where to FindInformation? www.zone2526.org
  • 44.
    Twelve Letter Topics 1. Welcome 2. Communications 3. Classifications 4. Rotary Basics 5. Club Service 6. Vocational Service 7. Community Ser. 8. International Ser. 9. Youth Service 10. Our Foundation 11. Attendance 12. Sponsoring
  • 45.
    Website Resources •IGNITE folder • Preparing your Club to Grow • What’s in it for me • Why Join Rotary • We Care booklet
  • 46.
    What You CanDo – Right Now! Right Now Action! 1. List Members <24 months 2. Schedule Work/Personal Talks 3. Meet personally re Interests 4. Revise Meeting Agenda 5. Start personalized Inductions 6. Start New Member letters
  • 47.
    Do it inthe Next 30-Days! 30 Day Actions 1. All members develop the “Ask” 2. Review & update Website 3. Assign Greeters/protocols: All guests & visitors welcomed 4. All members begin knowing names/work of all others 5. At least 5 work/personal talks by new members & others
  • 48.
    Do it inthe Next 90-Days! 90 Day Actions 1. All members know names/work of all (at least new members) & continue work/personal talks for all 2. Guests/Visitors all feel welcome 3. All members feel welcome — Cheers! 4. All members involved 5. All members have an “Ask”
  • 49.
    What Our CustomersWant 1. Local Impact 2. Friends and Contacts 3. Vocation - Value Me & My Work 4. Leaders to Work With