2014 ROTARY INTERNATIONAL CONVENTION

How to Write a Membership Plan

PDG Richard Elixman

District 5100

DG Eric Schmautz

District 5150

CLUB PLANNING: THE KEY TO MEMBERSHIP GROWTH

SETTING THE VISION

• Club Visioning

• Retreats to Develop the Vision

• Members Ownership of the Vision

• Guiding Core Values

• District Programs

Vision

1

STRATEGIC INITIATIVES

• Translate the Vision into Action

• Transform the Club

• Vehicle for achieving and prioritizing Strategic Goals

SAMPLE STRATEGIC INITIATIVE

Our club will create a living membership plan in order to attract new members to our club, engage all members in our club, and outreach to the local community for participation and support, especially of the business community.

S.M.A.R.T. GOALSGoal

2

T

S

M

A

R

• Specific (Clear, concise, tangible)

• Measurable (Dollars, volume, time, experiences)

• Actionable (You can do something to actually make this happen)

• Timed (Deadlines announced, committed to)

• Realistic (50% realistic is fine)

SAMPLE MEMBERSHIP GOALS

1. Increase club membership by at least net 1 new member each month through June 2015.

2. Create more diversity in the club by having 50% more females by June 2015.

3. Increase the membership of local industry members by 10% by June 2015.

IDENTIFYING PROJECTS

• Goals often involve more than one project

• Projects must include:

• Intended results

• Key People and their roles

• Actions to take

• Time-line for actions

• Budget implications

Project

3

SAMPLE MEMBERSHIP PROJECTS

A. Develop club activities that attract new members.

B. Create club activities that engage members.

C. Establish a community outreach program specifically to the local business community.

GOAL 1: Increase club membership by at least net 1 new

member each month through June 2015.

ASSIGNING TASKS

• Specific Actions required for success of the Project

• Tasks Require:

• Description of Task

• Start & Completion Dates

• Lead Rotarian

• Other members

• Budget items

Task

4

SAMPLE MEMBERSHIP TASKS

Project A: Develop club activities that attract new members.

Tasks:

• Develop social media sites with a scheduled update at least every two days.

• Create a list of potential club members.

• Invite potential new members to club social events.

• Determine follow-up procedures for potential club members.

SAMPLE MEMBERSHIP PROJECTS

A. Develop club activities that attract new members.

B. Create club activities that engage members.

C. Establish a community outreach program specifically to the local business community.

GOAL 1: Increase club membership by at least net 1 new

member each month through June 2015.

SAMPLE MEMBERSHIP PROJECTS

A. Develop club activities that attract new members.

B. Create club activities that engage members.

C. Establish a community outreach program specifically to the local business community.

GOAL 1: Increase club membership by at least net 1 new

member each month through June 2015.

MONITORING AND CONTINUED REVIEW

• Web Access or use Paper Based System

• Quick Entry of Progress being Achieved

• Changes Shared with all Club Members

• Living Document changing as Needs Change

CLUB LEADERSHIP

• Communication

• Engagement

• Sharing

• Consensus

• Continuity

• Consistency

HOW TO WRITE A MEMBERSHIP PLAN

TRAINING AND RESOURCES FOR YOUR TEAM

International Vision Facilitation Council

www.RIVisionFacilitation.org

Rotary Zones 25 & 26 Planning Team

www.zone2526.org

Richard Elixman, PDG

rdelixman@gmail.com

QUESTIONS?

EXCHANGE IDEAS

THANK YOU!

TAKE ACTION, EXCHANGE IDEAS, JOIN LEADERS