Presidentselect Training Seminar

1
Presidents-elect Training Seminar

Presenter Ryan Davenport Coordinator, Club and
District Support/Asia-Pacific
2
Learning Objectives

• Identify resources available through the RI
  Website www.rotary.org, the RI Secretariat and
  Club and District Support (CDS) Representatives.
• Learn the benefits of using Member Access to
  conduct Rotary business online.
• Become familiar with the RI dues cycle.
• Understand the importance of protecting the
  Rotary Marks.
• Find out more about the Club Leadership Plan.

3
RI Secretariat

• What is the RI Secretariat?
• Operations of the General Secretary and RI Staff
• Includes
• International offices
• Staff from the Rotary Foundation.

4
Mission of RI Secretariat

• Provide quality service and resources in a
  professional, efficient, and
• cost-effective manner in support of Rotarians,
  Rotary clubs, and leaders of their association in
  attaining the objectives of Rotary International.

5
RI Secretariat Around the World
RIBI Rotary in Great Britain and Ireland
Europe/Africa Office
RI Headquarters
Japan Office
Brazil Office
Korea Office
South Pacific and Philippines Office
South Asia Office
Southern South America Office
6
What is Club and District Support?
Club and District Support (CDS) is a team of
professionals committed to providing quality
service and support to the global Family of
Rotary.
7
CDS Offers Guidance on

• RI resources and services
• Administrative procedures
• Board policy and RI constitutional documents
• Conducting Rotary business with Member Access
• Finding appropriate people and resources at Rotary

8
Your Club and District Support (CDS) Team
Cliff David
Ryan email Ryan.Davenport_at_rotary.org
9
Key Secretariat Contacts

• Accounts Receivable
• Mercedes Dulay (mercedes.dulay_at_rotary.org)
• TRF Recognition/Donations
• Contact Center (contact.center_at_rotary.org)
• Member Data Updates
• Data Corrections (data_at_rotary.org)

10
Shop for RI Publications
Find a Clubs Meeting Place
Download Forms and Resources
Get Current RI News
Board Decisions Resources for Club Officers
And Much More!
11
To register you will needYour District Your
Club Your Member ID Valid e-mail address
Contact data_at_rotary.org if you are missing any of
this information.
12
Member Access Benefits of using

• Edit membership data
• Edit Club Data/Officers
• Pay Semi-Annual Dues
• Search the Official Directory
• View Club TRF Reports
• Monthly Contribution Report
• Club Recognition Summary
• Register for Meetings
• Contribute to TRF
• View your Contribution History

13
Update membership data
Contribute to TRF and view Contribution History
Pay dues based on Semi-Annual Report
Update Club data
Reminder Update membership by 1 June / 1
December for accurate Semi Annual Report
14
Review of Collection Cycle
Termination after 6 months if dues unpaid
S.A.R. sent/Due date for payment of semi-annual
dues
Reminder to club secretary
31 MAY
1 JULY
SEPT
AUG
JUN
1 JAN
OCT
DEC
NOV
1 JULY
30 NOV
1 JAN
JUN
FEB
APR
MAY
MAR
DEC
6 Months
Updated Membership list due
15
Reinstatement Requirements
3 months from termination
Outstanding dues Accrued dues since
termination US10 per member reinstatement fee
16
Reinstatement Requirements
Outstanding dues Accrued dues since
termination US10 per member reinstatement
fee US15 per member application fee
Membership list Reinstatement application form
3 months to 1 year after termination
NOTE Permanent Termination after 365 days if
club is not reinstated.
17
(No Transcript)
18
(No Transcript)
19
(No Transcript)
20
(No Transcript)
21
Club Leadership Plan (CLP)
The CLP has been the lifesaver of this club
22
Club Leadership Plan (CLP)

• The purpose of the Club Leadership Plan is
• to strengthen Rotary at the club level. The CLP
  is optional and is based on the best practices of
  effective Rotary clubs.

23
Club Leadership Plan Benefits

• Continuity in projects and decision making
• Consensus for decision making and goal setting
• A larger and stronger field of club leaders
• Succession planning for club leadership
• Involves all club members in club activities
• The CLP is flexible

24
Resources for Implementing the CLP

• RI Web
• District Governors and Assistant Governors
• District Committee Chairs

25
Rotary Marks

• Importance of protecting
• the marks
• Use of the name Rotary further qualifier
  (name of the club, district or Rotary entity)
• Emblem cannot be altered
• Applies to all projects, websites and other
  electronic media
• Rotary name and emblem usage resources

26
Rotary Marks

• Emblem cannot be altered. (Use only camera ready
  artwork or a download)

Rotary further qualifier (name of the
club, district or Rotary entity).
27
Rotary Marks
?
?
?
1
3
2
28
Regional Issues

• The DG is the RI officer in your district.
• Club and district decisions fall under the
  authority of the club board and the DG.
• E-mail is the best way to contact CDS staff.
• Be specific in your queries to RI staff.

29
Learning Objectives

• Identify resources available through the RI
  Website www.rotary.org, the RI Secretariat and
  Club and District Support (CDS) Representatives.
• Learn the benefits of using Member Access to
  conduct Rotary business online.
• Become familiar with the RI dues cycle.
• Understand the importance of protecting the
  Rotary Marks.
• Find out more about the Club Leadership Plan.

30
Remember

• Explore the resources available from RI.
• Get online and use e-mail for fastest service.
• Your CDS Asia/Pacific team is ready to help.
  Contact us with your questions!

T H A N K Y O U !