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Membership Models for the Future of Rotary
The document outlines strategies for the future of Rotary membership, emphasizing flexibility in meeting schedules, attendance requirements, and membership types to attract new members. It includes best practices for engagement, the incorporation of technology, and the benefits of corporate and family memberships. It advocates for innovation and adaptation to meet the changing needs of potential and existing members, particularly amidst declining membership rates.
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Membership Models for the Future of Rotary
- 1. MEMBERSHIP MODELS FOR THEFUTURE OF ROTARY Chris Etienne, Moderator Monday, 25 June 2018
- 2. Chris Etienne Rotary Coordinator Zone29 North America • Jodie Sparks Australia • Dan Ryan Indiana USA • Mike Darragh Florida USA
- 3. A. Change yourmeeting schedule B. Meet online C. Relax attendance requirements D. Offer multiple membership types E. Invite Rotaractors and Alumni to join FLEXIBILITY OPTIONS F. All of the above
- 6. INNOVATION ONLINE Jodie Sparks PastDistrict Governor Australia Jodiesparks@ iinet.net.au
- 7. “This is a changingworld; we must be prepared to change with it.” Paul Harris, 1935
- 9. BEST PRACTICES: Invest intechnology Prioritize engagement Develop protocols for speaking Test to learn
- 10. “What good isan idea if it remains an idea? Try. Experiment. Iterate. Fail. Try again. CHANGE THE WORLD.” Simon Sinek
- 11. CORPORATE & FAMILYMEMBERS Dan Ryan District Governor-elect Indiana, USA [email protected]
- 12. A PAGE FORBIG BOLDBULLET ITEMS BENEFITS TO CLUBS TO MEMBERS New members Flexible attendance requirements Expanded impact of projects Professional development New networks, skills and expertise Corporate social responsibility
- 13. A PAGE FORBIG BOLDBULLET ITEMS CORPORATE MEMBER TYPES OPTION 1 OPTION 2 OPTION 3 CORPORATE MEMBERS Primary Senior Member Additional associates (max 3) Primary Senior Member Additional associates (max 3) Max 4 employees per company ATTENDANCE Flexible Flexible Flexible DUES Senior Member pays full dues Associates pay cost of meals Senior Member pays full dues Associates pay $10/month Dues to be determined by club All pay same amount REGISTERED WITH ROTARY Senior Member ONLY All members All members
- 14. A PAGE FORBIG BOLDBULLET ITEMS FAMILY MEMBERS • One additional family member listed as an “active member” • Shared attendance requirements, minimum 50% of meetings • May opt for the cost of just one Rotarian magazine monthly Primary Member Family Member Pays annual dues One-time initiation fee, TBD by club (often 25$ if implemented) Donation to the Foundation (if a club policy) RI and District dues Donation to the Foundation (if club policy)
- 15. CONSIDER: • GOAL • CHALLENGES •ACTIVE OR HONORARY • DUES ROTARY.ORG/FLEXIBILITY
- 16. SATELLITE CLUBS Mike Darragh DistrictGovernor-nominee Florida, USA [email protected]
- 17. ONE PATH TOSTRONG CLUBS Having involved “parents” avoids a lot of problems in the early years SPONSOR CLUB SATELLITE CLUB
- 18. OUR CHALLENGE • Decliningmembership • Millennials looking to volunteer • Existing structure was time and cost prohibitive DID YOU KNOW? 31% of former members worldwide list cost and time restraints as the main reasons for leaving Rotary
- 19. SOLUTION • 8 chartermembers • Aged 30-45 • 2 meeting/month Relaxed meeting location and culture Joint socials and service with sponsor club
- 20.
- 21. SMALL CHANGES CAN MAKEA BIG DIFFERENCE
- 22.
- 24. Questions? [email protected] Great story toshare? E-mail: [email protected]
- 25. BUILDING NEW CLUBS TOGETHER AUGUST 9 REGISTER: ROTARY.ORG/ WEBINARS Jointo learn: When a new club is needed – including satellite clubs! Ideas for recruiting charter members The importance of building a strong team
- 26. This presentation andothers from throughout the convention are available through the convention mobile app and on SlideShare at www.SlideShare.net/Rotary_International.
- 27. Rate this sessionin the Rotary Events app, available in your Apple or Android app store.
- 28.
- 29.
- 30. CONNECT WITH PROSPECTIVEMEMBERS ROTARY.ORG/MEMBERSHIP
- 31. MAKE NEW MEMBERSFEEL WELCOME ROTARY.ORG/MEMBERSHIP
- 32.
Editor's Notes
- #2 Good Afternoon and welcome to our session Membership Models for the Future of Rotary. Are you all enjoying the convention? Wonderful! It is always an exciting time to be together and share Rotary with fellow members from around the world. I hope that you are taking every opportunity to reunite with old friends and meet new. When we talk about the Future of Rotary, what comes to mind? “The best way to predict the future is to create it.” US President Abraham Lincoln “The past cannot be changed. The future is yet in your power.” Actress Mary Pickford
- #3 My name is Chris Etienne. I am from Michigan, USA and am currently serving as Rotary Coordinator for Zone 29 in North America. As a Rotary Coordinator. I provide support and expertise to help create stronger, more dynamic and more effective clubs. Rotary Coordinators focus their activities on supporting and strengthening clubs, including innovative engagement of members and new member attraction strategies. In addition, our focus is on volunteer activities, networking, and support for youth programs, young professionals and Rotary Alumni, as well as emphasis on diversity including women and ethnic groups. Today we have a team presenting to you on various membership models that are in place now and are the focus of membership for the future of our organization. It is necessary in many of our communities around the globe to change-up our Rotary clubs to become more attractive and relevant. Don’t you agree? It is exciting that this is one of the sessions that is being livestreamed for Rotarians around the world that were unable to join us in Toronto. Welcome to all! Our goal today is to provide a unique perspective on innovative and flexible membership models for our Rotary clubs. It is a pleasure to facilitate this session along with my colleagues: Jodie Sparks, Past District Governor from Australia Dan Ryan, District Governor Elect from Indiana, USA Mike Darragh, District Governor Nominee from Florida, USA
- #4 Let’s see how much you already know about flexibility. Which of these changes is your club allowed to make: Changing your meeting schedule, as long as you’re meeting at least twice per month Meeting online, or a combination of in person and online Not require members to attend every meeting, providing them more flexibility depending on their schedule Create new membership categories, that might have different dues and requirements Invite existing Rotaractors and other Rotary alumni to join your club Or, all of the above?
- #5 Today we will share about three models that we most hear about in expanding our Rotary membership, and consider how a modified membership model could boost membership in your Rotary club. But aside from these three, please understand that there are hundreds of innovative ways for Rotary clubs to meet and operate, consider the opportunities! Put on your thinking cap, be creative, think outside the box, or better yet, throw the box away! In other words, there are so many new ways to do Rotary, which we will share with you today. And we will leave time in this session for your questions. Please recognize that no club has to make any changes, “some of you are sitting here and thinking my club is not going to change.” And that’s ok. However, many of you may wonder, “how can our club embrace changes and become more attractive and relevant?” What are your options? Please know that you have many options. Be open to change and embracing new ideas! Maybe your club could start a satellite club, or your club could sponsor a new club, or look at Rotaract in a different way.
- #6 So now you see a photo of a passport. What’s that all about? Have your heard about the concept of a Passport Rotary Club. You ask, what is this? There are various Passport Clubs that have been chartered around the world. One example is the Rotary Club of Greater Sacramento Passport One in California, USA. This is a group of local individuals who want to make a difference in their community in a way that fits within their time, talent and finances, as well as with their family, work and life commitments. To do this, the Club only holds a minimum of four "in-person" meetings each year, once per quarter. Instead of weekly meetings, members are encouraged to engage in humanitarian service - however that works best for them. The founding principle of the Rotary Passport Club is to make Rotary fit your life. The Passport Club members are full Rotary members, with the same privileges and rights as Rotarians in traditional clubs. Membership in the club provides a passport to visit and work with any other Rotary Club in the world and to take part in activities, programs and service projects that interest and engage you. This Club is designed for former Rotary members, youth, alumni and others who find a traditional club doesn't fit their life. The Rotary Club of Greater Sacramento Passport One meets “in person” once per quarter, but there are other passport clubs that meet once per month. So…there are many options and many opportunities to do what works for your community. So the Passport concept is one innovative way to change up the Rotary. Now let’s hear about some others…
- #7 It is my pleasure to introduce our next presenter, Jodie Sparks. A past Rotaractor, Jodie was Governor of District 9465 in 2011-12. Jodie has vast training experience, including serving as a training leader at the 2018 International Assembly. Jodie has been a part of her zone training team since 2016, and will take on the role of Zone Training leader later this year. Jodie is passionate about ensuring that people have equal access to opportunity, both in the work she does with Wheels for Hope, an organization dedicated to changing lives through mobility, and in Rotary, by working to sponsor and mentor a club that meets online. Welcome Jodie.
- #8 We have certainly seen a lot of changes, since Paul Harris and his 3 colleagues started Rotary in 1905…and we know need to continue to evolve to stay relevant and attractive to future Rotarians. If we could pay a visit to every one of Rotary’s 34,000 plus clubs, we’d see members from all different backgrounds, speaking just about every one of the world’s languages, attending a meeting unlike any other in the Rotary world – as our diversity, our adaptability and our flexibility is what keeps us relevant.
- #9 We hear a number of reasons why people don’t join Rotary – but how can we make Rotary more accessible and attractive to more people? So what are some of the barriers to people joining (and staying in) Rotary??. It may be Location/ Accessibility No Rotary Club/too small to support a Rotary Club Mobility Issues Cost – weekly meal costs Both younger people and Retirees Husband/Wife/Partners Time – When Clubs Meeting FIFO / Shift Workers Parents of young children Examples Grey Nomads Frequent Work Travellers Work relocation – want to
- #10 How can we make break down the barriers and make Rotary accessible to more people? One option is to embrace some of the tools that are now available to us –one being the ability to meet online. There are a lot of similarities between traditional and online meetings: Host/Chairperson – should be there first and the meeting ‘set up’ Interesting and Engaging meetings Things to Consider Technology Compatibility across all formats What do you want it to do – presentations/share files for Guest Speakers/Committee Meetings Many programs/tools offer free trials Equipment what are the minimum requirements that your members will need (Computer and Internet) Webcams and Noise Cancelling Headphones Protocols/Training/Guidelines Avoid checking your emails, surfing online, texting, making side conversations/outside distractions (children/pets/phones/doorbell). Eating/drinking Wear appropriate outfit The Mute Button is your friend Communication outside of meeting (ie Facebook Group/E-Newsletter – Rocket Chat) Opportunities to meet/be involved/engaged Social meetup – rotate location/days/times Hands on Projects – Tree Planting Joint Meetings/Scatter Meetings/Joint Projects (Tag Along) District, Zone and International Events Funding Fees…do they need to be higher as you are not meeting in person How will you cover the costs for the technology and other general costs with no raffle or fines Just think….your next Rotary Club meeting may be from your lounge room, office or Dining table at home. It may be your office at work. It could even be an airport lounge, local café, the bus/train or a community centre. Just as many clubs are changing the time or day of one meeting per month you may wish to think about holding one online meeting per month, or even look at holding your Board or committee meetings online as an introduction.
- #11 We go to Rotary because we want to be there…because meetings are interesting, because the projects are fulfilling, and because we know our work will make a difference. No matter what your Rotary meeting looks like – there is one common denominator - meetings need to be enjoyable, engaging and fulfilling – and provide flexible options to meet the changing world we live in. There is no right or wrong type of meeting and nor does one size fit all Not everything you try will work – but that doesn’t mean you should not try something different! Your future Rotary meetings may look exactly as they do today…or they may look totally different. They may be a hybrid of types, locations, times and styles…..the way your club meets is entirely up to you. I would like to leave you with a thought from Past RI President Sakuji Tanaka from our Zone Institute in 2011 "As Rotarians we look for the opportunities in difficulties, not the difficulties in opportunities" Thank you
- #12 Chris: By show of hands, which of your clubs is already offering an alternative meeting type? Which of your clubs are considering a new membership type? (comment) Two models that have become very popular are Corporate Memberships and Family Memberships, both of which enable a Rotary club to offer a more flexible membership experience. Both of these membership types can increase the club’s membership and expand the club’s network in the community. It is my pleasure to introduce to you Dan Ryan. Dan is currently District Governor Elect. He has served as District Membership Chair, and perhaps more important to this discussion, has also served as the New Club Chair for the past few years, re-forming two new clubs, and forming two others. He has found that flexibility with membership models has been key to growing membership with new clubs, and his own club has established a model for corporate memberships, gaining several members, and growing to 45 members (from around 30, with 7 corporate members) #)? Please welcome Dan!
- #13 Corporate and family memberships provide the opportunity to gain members a club wouldn't normally get. The best example of this was in the formation of a new club. They, along with any other new club I have helped to form, were anxious to have the local school represented, but the school superintendent stated she could only make one weekly meeting due to other responsibilities, but could the assistant school superintendent attend in her absence? The members were excited to have two dynamic school leaders in their club. It was an easy decision to allow corporate memberships. The primary incentive is in regard to attendance. Given the example of the school superintendent, between the two of them, they only have to attend two meetings monthly. However, we note that although the attendance requirement is less, the value the member gains is tied to their participation, which can include club projects, committee meetings or club social events. When I first approached a local company regarding a corporate membership for my club, the senior executive advised they had not joined when previously asked due to attendance. When I advised of the corporate membership, he became interested and said the company was looking for an avenue for younger executives to learn social responsibility and giving back to the community. I also pointed out that his employees would get to know the movers and shakers in town as they were Rotarians. Not only did that company join with two members, but they also owned a subsidiary, a car dealership, that sent four members. And our club went from a club size of 35 to about 50 by having 6-7 corporate memberships.
- #14 As the District Membership and New Club Chair, I attended a Zone Membership Seminar where the traditional corporate membership was being utilized as a pilot program. This option, the first shown here, had a Senior Executive as the Rotarian, and as many as three Associates as part of the corporate membership. However, this option did not allow for the Associates to be known outside of the Club; they were not listed as members by Rotary International. The advantage was that there were identified members, usually younger, to meet attendance requirement, and for succession. There were also more hands for club projects and fundraisers, and perhaps donations. It also opened the door for mentoring - both ways - the new member learning about Rotary, and the established member learning what is important, of value, to the new member, to make the club more attractive. The disadvantage was that the Associates were not know to Rotary, so the second option has the Associate paying District and Rotary International dues, and therefore has the rights and privileges of any Rotarian - to receive the Rotarian magazine and attend District and International events, but limited to not being able to be an officer of the club. The final option has each corporate member paying regular dues, with flexibility for attendance and meal costs. Each is a Rotarian with full rights and privileges of membership.
- #15 The family membership also came about, coincidentally, at the same new club meeting as the school superintendent. A young married man expressed interest, but due to his children's activities, knew he could not make more than one monthly meeting. The same was true of his wife, but if they could have a family membership, each could attend once monthly. Since the club had already exercised flexibility regarding corporate memberships, this was an easy option for them to endorse. And that is the key to both of these membership models: flexibility.
- #16 CHRIS: Thank you Dan! As you can see, in one District, they have figured out how to accommodate the members by developing several new membership types, all with varying levels of access and opportunity. And every club who is looking to make a change should start by asking themselves a set of questions: What membership issues do we expect this membership type to address? What are the potential drawbacks to this type of membership? Are members who hold this type of membership active or honorary Rotarians? What club dues will members of this type be expected to pay? If you think your club can’t afford to offer adjusted dues consider this: A recent survey conducted with members indicates that the dues charged by Rotary International are on average 4% of what a member pays to belong to a club each year, and “cost” is one of the reasons given by resigned members when they leave. This could be a great opportunity to look at the dues structure in place in your clubs and districts and to make sure you’re delivering continued value. For more information, including sample bylaws, visit Rotary.org/Flexibility
- #17 CHRIS: Another membership model that clubs are experimenting with is Satellite Clubs. Satellite clubs provide another option for creating new Rotary clubs. Mike will talk more specifically about his experience, but, a satellite club functions as a short-term, transitional step on the way to becoming a full, independent Rotary club. This allows interested persons to become Rotarians without meeting the requirement of having at least 20 persons to organize a separate Rotary club. Rotarians who are absent from regular Rotary club meetings can make these up by attending satellite club meetings. Mike Darragh is District Governor-Nominee, and a member of the South Jacksonville Rotary club since 1992. Mike is dedicated to improving the value that clubs offer to members, and in 2015 was instrumental in establishing a satellite club for 30-45 year-old leaders, with the otary Satellite Club of South Jacksonville. Please welcome Mike Darragh.
- #18 Satellite Club stays as part of the Parent Club for a while Only needs 8 members to start Adds to the members of the parent club (until it spins off) Gets guidance from the Parent club—and that guidance can be crucial to avoid the 30% drop in membership in year 2, when many new clubs lose momentum
- #19 What was our situation? 60 year old traditional club—second club in Jacksonville Meet at lunch Have mayor and other leaders in club Adding members, but not enough to avoid 3-4 member net decline each year: dropped from 175 members to below 90 over 25 years Millennials in our Rotaract club great at volunteering, but not joining our club Focus group showed two biggest constraints for 30-45 year-old: Taking almost two hours for lunch once/week Paying $1600/year in costs (lunch, charity, etc.) And we match much of the world: about one in 3 members leave because of time and cost constraints
- #20 Satellite Age 30-45 years old, with demonstrated leadership 2 meetings/month Meet in a bar restaurant during happy hour (discounted drinks) Gather around one big table—no one left out Original idea: Satellite has own socials and service, a chance to lead Now: Satellite is part of all service and socials, and does just a few events on their own Satellites get a chance to mix with “gray-hairs” (experience), and lunch club members get a LOT more fun at socials and projects…and mentoring
- #21 [Picture of Satellite constructing site of Gingerbread House fund-raiser]
- #22 Facilitated Q&A With Panelists
- #23 CHRIS: There are so many resources available to you for LEARNING MORE. Here are just a few: Engaging Younger Professionals — Welcoming younger professionals into Rotary is essential for us. Our digital kit will help you rethink membership and bring emerging leaders into your club. Rotary Club Health Check — Identify your club's problem areas and make changes to help it stay relevant for members and the community. Be a Vibrant Club — Learn 10 best practices shared by vibrant clubs worldwide, along with regional versions featuring local success stories.
- #24 (If you plan to have a question and answer portion during your session, please read the following announcement before you begin. Remember to put your headset on so you can hear the translated question.) “Now is your time to ask questions of our panelists– we ask that you speak slowly and clearly and wait for the microphone. If you wish to ask a question in a language other than English, please announce the language before you begin your question. For example, I will speak in <insert language> for my question. Then state your name, country and your question.”
- #25 Note to speaker: Encourage participants to write down a couple things they plan to do as a result of this session.
- #26 August is Membership and New Club Development month, and to celebrate, Rotary International is hosting a webinar– everyone is invited! Chartering new clubs allows you to attract a more diverse membership, explore new ways to incorporate flexibility, pursue new project possibilities, hear ideas from new leaders, and grow Rotary. Visit Rotary.org/webinars to register.
- #27 [Keep this slide at the end]
- #28 [Keep this slide at the end, and read this suggested text] “Thank you for attending this breakout session. If you have downloaded the Convention mobile app, please complete a brief evaluation for this session in the app. You will also find links in the app to download presentations and resources from this session. If you have not downloaded the app yet, search for “Rotary Events” in your Apple or Android store.”
- #29 Membership Assessment Tools — Analyze your member profile to identify prospective members and diversify your membership. Rotary Club Health Check — Identify your club's problem areas and make changes to help it stay relevant for members and the community. Understanding Membership Reports: Getting Started — Learn how to use membership data to determine where to focus your membership efforts.
- #30 Connect for Good — Encourage members to get involved in their club, community, and the Rotary world for a more meaningful experience. Is Your Club Healthy? — Take this Learning Center course to help your club improve its member experience, service and social events, public image, and club operations.
- #31 Connect to Membership Leads — Find prospective members who want to get involved. Engaging Younger Professionals — Welcoming younger professionals into Rotary is essential for us. Our digital kit will help you rethink membership and bring emerging leaders into your club. Discover Rotary — Show this presentation to prospective members or at your club's public events. Add content and images specific to your club, and have prospective member brochures available. Customizable club brochure — Design your own club brochure using the template on Rotary's Brand Center. Choose images and wording to best represent your club.
- #32 Introducing New Members to Rotary: An Orientation Guide — Find ideas for engaging new members, getting them involved, and giving them a meaningful Rotary experience. Rotary Basics — Give this comprehensive overview of Rotary to new members or order it for club reference. Creating a Positive Experience for Prospective Members — Working with prospective members is a delicate task. Find tips and ideas to determine whether membership would match their needs as well as your club's. Learn what you can do to ensure that prospects have a positive experience, regardless of whether they join.
- #33 Be a Vibrant Club — Learn 10 best practices shared by vibrant clubs worldwide, along with regional versions featuring local success stories. Leadership in Action — Develop skills such as teamwork, communication, and innovation in your club, with the session guides and ideas in this resource. Strengthening Your Membership: Creating Your Membership Plan — Develop a long-term strategy for boosting membership. Starting a Rotary Club — Learn what you need to do to form a club.