MEMBERSHIP Strategy

1
MEMBERSHIP Strategy Systems

• Rotary District 5370

2
Membership Committee

• Terms of Reference for Membership Committee see
  Club Committee Manual
• Make up of committee
• Relationship to other committees
• Responsibilities of committee members research,
  procedure manual, membership involvement, updates
  reporting to board, training of mentors,
  orientation of new members, prospective member
  interviews, development workshops

3
Set Goals

• Systemize the Membership Committee
• Succession plan who will be chair next year?
• Design implement systems
• Basic this year
• Additional set time line for accomplishment
• Create a club membership manual of procedures
• Net membership improvement
• This year
• Over three years

4
Membership Committee

• 1. Develop a Recruitment Plan
• 2. Create a Systemic Orientation Program
• 3. Have a System to Include New Members

5
Outline of Recruitment Plan

• 1. Research Community Club Demographics
• 2. Use Information to Determine Classification
  Voids Prospective Members
• 3. Create Membership Workshops Events
• 4. Work with Communications PR to Create
  Promotional Materials

6
Research

• Your Community Demographics
• Sources
• www.yellowknife.ca
• www.cityofgp.com/citygov/edev/profile/demo
• www.edmonton.cagtmapsgtneighbourhoods
• http//investbc.gov.bc.ca/CommunityProfiles
• www.albertafirst.com

7
Research

• Your Club Demographics Interests
• Membership Satisfaction Survey - attached
• Clubrunner or Club Membership Information
• Generational Differences see Generations
• Pre-war Generations pre 1947
• Baby Boom 1947 1966
• Bust Generation 1967 1979
• Boom Echo 1980 1999
• Largest generations in Canadian history

8
Recruitment Plan

• Begin with the end in mind
• Stephen Covey
• Determine short and longer term goals
• One year
• Three years
• Use research data to identify classification gaps
  and potential members. Prepare a classification
  list identify prospective members.
• Include entire club membership in recruitment
  plan - Incorporate membership planning
  recruitment into regular meeting program
  schedule.

9
Recruitment Systems Tools

• Give your club members the information to recruit
  prospective members
• Use the Why Join Rotary? information on printed
  materials, web sites and newsletters.
• Have a minimum of two club assemblies annually to
  review plans accomplishments.
• Use at least one meeting annually to workshop
  membership recruitment.
• Ensure that club members and the board know How
  to Propose a New Member

10
Information Tools

• Education Inspiration of Members
• Why Join Your Local Rotary Club?
• Becoming a Rotary Club Member RI web site
• This is Rotary
• Rotary Basics
• Example of Bi-annual Assembly Presentation
• How to Propose a New Member
• RI Web Site Membership

11
Interview Prospective Members

• Ensure that prospective members understand
  benefits, commitments and responsibilities
• Prospective Member Orientation Checklist for
  interview.
• Financial Information for Prospective Members

12
Orientation of New Members

• Steps to Orient New Members
• Induction make this a major club event. Invite
  family members.
• Assign a trained mentor to every new member.
• Have a checklist for the mentor and new member to
  complete within a pre-determined time period.
• Institute a method of delivering training
  firesides, breakfast meetings with directors,
  S.T.A.R.

13
Tools for Orientation

• Induction ceremony
• Induction folder ABCs of Rotary, 4 Way Test, RI
  Presidential brochure, a certificate with the
  induction ceremony in print, badge, pin and
  invoice.
• Mentoring Checklist
• S.T.A.R. Program (optional)
• DVD materials from RI for firesides

14
Include

• Make the new member feel special.
• Have some way of identifying a new member. For
  example, put his or her name on a different table
  each week for 6-8 weeks. Have members rotate
  sharing the table with the new member.
• Make the new member a part of your club
• Include him or her on the rotating duty roster.
• Assign the member to a committee that has more
  than two members.
• Schedule a classification talk in the first six
  months.

15
Tools for Inclusion

• Take an inventory of committees and committee
  members, including skills and interests. Keep a
  database.
• Create a committee tree. Make sure that
  everyone in the club has a commitment.
• Ensure that new members are personally invited to
  social events.
• Invite new members to identify skills and
  interests.