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Efficient Club and Board Operations for Rotary Banquet

Learn valuable tips and strategies to enhance club and board meetings, agenda preparation, and budgeting for the Rotary Foundation Banquet in Carolinas. Discover effective ways to combat complacency and lead positive change within Rotary. Join PDG Terry Weaver on March 15-17, 2018.

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Efficient Club and Board Operations for Rotary Banquet

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  1. Welcome to Carolinas’ PETS 2018 D7750 Rotary Foundation Banquet March 15-17, 2018

  2. Club Operations D7750 Rotary Foundation Banquet PDG Terry WeaverDistrict Trainer

  3. Pages 20-22 CLUB MEETINGS • Written Agenda • Everyone on Agenda receives in advance • Fit to your club and your club culture • Capture Visitor and Guest Names & Contact Information at Check-in

  4. Page 20 SAMPLE MEETING AGENDA • Opening/Welcome • Pledge of Allegiance (optional) • Song (optional) • Ecumenical Invocation (optional) • Visiting Rotarians • Guests • New Member Introductions • General Announcements • Member News/Happy Bucks, etc. • Speaker Introduction • Speaker • Closing Announcements/Reminders/Upcoming Events • 4-Way Test

  5. Page 20 BOARD MEETINGS • At least Quarterly • Written Agenda • Board receives Agenda in advance • Board receives Minutes in advance (Written minutes required < 60 Days after mtg.) • Best Practice – Record the meeting for the person writing Minutes • Recommendation – Board Retreat before 7/1

  6. Page 20 SAMPLE BOARD AGENDA • Opening • Ecumenical Invocation (optional) • Approval of Minutes, last meeting (Written minutes now required within 60 days of Board meeting per April 2016 Council on Legislation) • -- Secretary's Report • -- New Member Proposals • -- Resignations • Treasurer's Report • -- Balance Sheet • -- Income Statement • -- Delinquent Members • Committee Chair Reports • Progress Review - Presidential Citation & Governor's Award • Closing Announcements/Reminders/Upcoming Events

  7. Page 21 BUDGETS & BUDGETING • Balance Sheet (updated monthly) • Income Statement (updated monthly) • Board Review (minimum: Quarterly) • Budget – month-by-month • See Club Budget Guidelines Page 22 • DO NOT use The Rotary Foundation funds for reserves – remit to TRF monthly or quarterly • AG available for help

  8. Page 23 LEADING CHANGE

  9. ROTARY’S #1 ENEMY You are the front line of the army fighting Rotary's biggest enemy Complacency

  10. Page 21 ROTARY’S #1 ENEMY

  11. Club Operations D7750 Rotary Foundation Banquet

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