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“Retention is Key” A membership System

“Retention is Key” A membership System. “Retention is Key”. A TOTAL MEMBERSHIP SYSTEM ADAPTED FROM A RI RETENTION PILOT CAN BE TAILORED TO MEET YOUR CLUB’S NEEDS SEVEN BASIC STEPS SUGGEST IMPLEMENTATION BY MEMBERSHIP COMMITTEE AND CLUB PRESIDENT-ELECT. Seven Basic Steps. Identify Inform

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“Retention is Key” A membership System

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  1. “Retention is Key” A membership System

  2. “Retention is Key” • A TOTAL MEMBERSHIP SYSTEM • ADAPTED FROM A RI RETENTION PILOT • CAN BE TAILORED TO MEET YOUR CLUB’S NEEDS • SEVEN BASIC STEPS • SUGGEST IMPLEMENTATION BY MEMBERSHIP COMMITTEE AND CLUB PRESIDENT-ELECT

  3. Seven Basic Steps • Identify • Inform • Invite • Orient • Induct • Educate • Involve

  4. Identify qualified community members • Establish a specific procedure to identify professionals, and leaders with a commitment to service. • Classification surveys • Work with other organizations • Chambers of Commerce • Cultural Organizations • Professional and Business organizations

  5. Inform Prospective Members • Develop and “Club Profile” • Add it to: • This is Rotary (001- EN) • Rotary basics (595-EN) • Present to all visitors • Gather contact Information (Follow-up letter from Club President) and a call of appreciation. • Continually inform general public via PR • Send prospect newsletters and web site

  6. InviteProspective Member • Educate club members on the procedures (How to Propose a New Member 254-EN) • Board approval for prospective member • Make an invitation visit by the proposer and another member • Invite to service projects, fundraisers and special events • Track Sponsors and give credit • Track the percentage of those that join.

  7. Orient Potential Members • Establish a formal pre-induction orientation program • Community service projects • International service Scope • High standard of Rotary • Attendance requirements and dues structure • Check list of opportunities for knowledge and involvement. • Feed back process for prospective members

  8. Induct New Members • Induction ceremony: invite spouses and family • Effective membership ceremony includes: • Enthusiasm (a memorable event) • Recognition of sponsor • Basic member obligations • Commitment to share skills and resources • Assignment to a club committee • Responsibility to bring in new members

  9. Educate Rotarians • Establish a formal education program with a checklist of things that educate the new Rotarian • Establish a Mentoring Program (not the sponsor) • Establish a Rotary education plan for current members along with new members

  10. Involve Rotarians • Club activities • Club Committees, fundraisers, board meetings, social activities • Club meetings • Business and personal development • Business forum open to business community • Members can talk about their business • Vocation service fostered by Paul Harris

  11. “Retention is Key” • Membership Committee and Club President-elect review and implement. • Adapt the “System” to your club • Implement Now: Don’t delay.

  12. “Membership is Everyone’s Job”

  13. Success: District 5230 • 2006-07 District 5230 grew 4% (120 members) using “Membership is Everyone’s Job” • Introduced in October 2006. • First club use January, 2007

  14. A Sad Membership Fact • Only 10-15% of Rotarians recruit new members. • Why is that?

  15. They don’t ask • Why don’t they ask?

  16. Why don’t they ask? • Fear of Rejection • Prospect might ask a question they can’t answer • Not convenient • Unsure of the process or think it is a burden • Could mean I will have to mentor the new member and I don’t have time.

  17. “Membership is Everyone’s Job” is a process. • By-passes those excuses. HOW? • A member’s only responsibility is to identify people who have the Rotary qualities we expect: Those who should be Rotarians but are not. • The Membership Committee and board take it from there.

  18. Membership Committee and Board Responsibilities • Set goals for the process • Remove duplicates form prospect lists • Screen for quality prospects • Develop a “Special Event” • Personal letter of invitation to prospects and spouses to the Special Event • Follow up with phone call or personal contact.

  19. Special Event Characteristics • Fact: most people join Rotary for Fellowship and to give back to their Community, therefore, • The Special event will be fun, promote fellowship, display the club’s community service projects and demonstrate pride. • Short on Rotary facts and figures. Long on fun, projects and bonding with prospective members.

  20. Additional thoughts for the “Special Event” • Member testimonials • Induct a new member • Specific Focus • Gender balance • Younger members • Classifications • Diversity

  21. Follow up for success • After the event contact prospects. • Invite them to a meeting • Pick them up at their office • Have a good program that shows Rotary at its best • Treat them like honored guests • Discuss Rotary with them on the way back to the office and ask them to attend next weeks meeting • Follow-up and Follow-up

  22. “Membership is Everyone’s Job” is a simple and fun process • Make a list • Throw a party • Gain members. • Have fun

  23. “Membership is Everyone’s Job” Kit • Provides 7 WORD documents: • Overview • President’s letter introducing the program • Basic presentation for a club meeting • Action Steps to be taken • Prospect list (completed by members) • Sample prospect invitation letter • How to recruiting members from diverse cultures using the process

  24. Success: Visalia County Center • Visalia County Center Rotary • 2007 = 86 members • 2009 = 104 members • 18 members net • Used several types of events • Membership “RUSH” Night • Special speaker at lunch meeting • Smaller events at a members home.

  25. Success: Visalia Breakfast Rotary • Expanded regular breakfast meeting • Well known local speaker who had climbed the tallest mountain in each of the seven Continents. • Expanded the room because of over flow crowd • Inducted 8 new members over the next month

  26. Success: East Fresno Rotary • Wine and cheese at a members house • 12 prospective members • 5 became members • Special event dinner (informal) • District Governor as speaker (brief) • Power Point display of community and international projects • Poster display of community projects • Gained 8 members

  27. Success Monterey Peninsula Sunrise Rotary • Event held at popular Wine Tasting Room on Cannery Row. • Testimonials • Short talk by the Club President • Projects displayed on posters • 3 new members

  28. Try it you’ll like it • 10 to 30% membership gain if implemented correctly. • Treat like a successful fundraiser: Have once or multiple times during the year using different venues. • Not meant to replace existing successful membership recruitment. Just a new way of thinking about recruiting.

  29. “Retention is Key” and “Membership is Everyone’s Job” The Total Membership Recruiting and Retention System

  30. Remember“Membership is Everyone’s Job”

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