Pre-PETS Training

1. Pre-PETS Training District 7870 2018-2019

2. Pre-PETS Training • District Objectives and Goals • Club Objectives and Goals • District Support System to help meet your Club Goals BREAK • Pre-PETS Training Modules

3. Overarching RI Principle Rotary Organization is Club Centric

4. Rotary District 7870 Objectives2018-2019 • Support and strengthen Clubs • Focus and increase humanitarian services • Enhance public image and awareness

5. District’s Goals for 2018-2019 District Goals: Support and strengthen Clubs: • Net membership increase of 60 in current clubs • Add two new clubs (NH & VT) Focus and increase humanitarian services • Every Rotary Club participate in at least one Global Grant Project • Every Rotarian contribute to Rotary Foundation (Peace Center, Polio, Yearly or Permanent Fund) Enhance public image and awareness • Every quarter, report funds raised and service hours spent by every Club

6. Club Goalsfor 2018-2019 Club Goals: Support and Strengthen Clubs • Net increase of membership at least by one (you set the goal) (Challenge every Rotarian to bring in one new member in one year) Focus and increase humanitarian service • Club to participate in at least one Global Grant Project • Every Club member contributes to The Rotary Foundation Enhance Public Image and Awareness • Every quarter, report to AG, funds raised and service hours spent by every member

7. District Support for Objectives 1 & 3 • District Membership Team and AGs will work with Clubs that can’t meet basic Rotary Requirement and with Clubs with member retention issues • District Club Growth Committee will work with AGs to create two new clubs (one in VT and one in NH) • Every quarter, funds raised and service hours spent by every Club will be aggregated & published in all local news media/Website/Facebook/District News Letter • Two Gala events during Governor’s official visits (VT and NH) • District wide ROTARY WEEK celebration • Promote Rotary Automobile License Plates (VT & NH) • PA Committee needs Chair Persons: • District Membership Chair • District Club Growth Chair • Communications Chair • Gala Events Chair • District Rotary Week Chair • Rotary License Plates Chairs (VT & NH) • District Goals: • Support and strengthen Clubs: • Net membership increase of 60 & add two new Clubs • Focus and increase humanitarian services • Every Rotary Club participate in at least one Global Grant Project • Every Rotarian contribute to Rotary Foundation (Polio, Yearly or Permanent Fund) • Enhance public image and awareness • Every quarter, report funds raised and service hours spent by every Club 7

8. District Support For Objective 2 Focus and increase humanitarian services: We do this function very well: Our District raises and gives away for charities over two million dollars a year. Two areas we need emphasis: • Every Rotary Club should be encouraged to participate in at least one Global Grant Project • Every Rotarian is encouraged to contribute to Rotary Foundation (Peace, Polio, Annual or Permanent Fund) District Support System: • Global Grant Projects Support Chair & Team • District Global Grants Chair (PDG Rick Manganello) • District Goals: • Support and strengthen Clubs: • Net membership increase of 60 & add two new Clubs • Focus and increase humanitarian services • Every Rotary Club participate in at least one Global Grant Project • Every Rotarian contribute to Rotary Foundation (Polio, Yearly or Permanent Fund) • Enhance public image and awareness • Every quarter, report funds raised and service hours spent by every Club

9. BREAK

10. President-Elects Training Training is one of the ways District can help you succeed in meeting the District Objectives Training Makes you: • Knowledgeable about Rotary Organization & Rotary Foundation • Aware of Rotary & Foundation Tools • Aware of District 7870 Support System that helps you

11. President-Elects Training Outline • Planning for the Year • Club Management Essentials (Exciting, Energetic, Enthusiastic, & Engaging) • President’s Leadership Essentials • Membership Development Essentials • Promoting Rotary Essentials • Rotary Foundation Essentials

12. Club’s Plan For The Year

13. President’s Plan for the Year Post PETS: • Develop a Club Plan (Club Goals) that supports District Objectives and goals Support and Strengthen Clubs • Net increase of membership at least by one (you set the goal) (Challenge every Rotarian to bring in one new member in one year) Focus and increase humanitarian service • Club to participate in at least one Global Grant Project • Every Club member contributes to The Rotary Foundation Enhance Public Image and Awareness • Every quarter, report to AG funds raised and service hours spent by every member • Get your Executive Team, BOD, Committee Chairs are in place for your year & review Club Plan with them • Enter your club goals into RI Database

14. President’s Plan for the Year (Contd..) As a President: • Club Plan: Review with and buy-in from your Executive Team, BOD, Committee Chairs and Club Members • Review the Club Plan Progress once a month with the Club membership and Assistant District Governor (Club Assembly) • Celebrate club’s accomplishments (At District Gala Event and at Rotary Week)

15. Management Essential

16. President’s Club Management Essentials As President-Elect: • Familiarize with your Club Bylaws (Constitution) • Get your Executive Team (VP, Treasurer, Secretary), Committee Charis and Board of Directors for your year are in-place. • Finalize Committees and its chairs for your year • Familiarize with Club’s reporting requirements • Create an account on Rotary.org • Enter your Personal information and Club Goals at Rotary.org • Familiarize with Learning Center (online courses) • Learn how to access various Club level reports • Explore various creative ways to run club meetings • At least visit two other clubs

17. President’s Club Management Essentials As President-Elect (Contd..): • Make a list of all the District’s important dates for your year: • PETS Seminar March 8,9, and 10th • District Assembly Training – April 7, 2018 (Hopkinton HS) • District Conference –June 1-3, 2018 • Rotary International Conference –Toronto, June 23-27, 2018 • DG Passing of the Gavel – July 2nd. Wallingford, VT • District Governor Visit to BOD meeting & Club Meeting • District Gala Event/Foundation Expo/Rotary Week • Work with Treasurer to establish Budget for your year

18. President’s Club Management Essentials As President: • Review your Budget with Club Officers and approval by BOD • Make Club Meetings lively; use the first meeting for Installation • Dedicate a Club Meeting for DG’s visit and highlight your Clubs accomplishments • Once a month organize a Club Assembly – opportunity for Committee Chairs to present the Committees’ status • Delegate: • Club Secretary to: • Track Club attendance and report changes to RI • Track service hours of Club Members & provide that data to AG ever quarter • Club Treasurer to: • Pay RI Dues and District Dues on time. File IRS 990 Tax Return by November 15 • Track funds raised and funds disbursed & provide that data to AG ever quarter • Multi-Media Chair to maintain a simple but timely website/Facebook

19. President’s Club Management Essentials As President (Contd..): • Promote District Activities and encourage member attendance • District Governor Visit to BOD meeting & Club Meeting • District Gala Event • District Assembly Training (must for Secretary and Treasurer) • District Gala Event/Foundation Expo/Rotary Week • District Conference • Rotary International Conference • If you are not already one, adopt a Rotary Youth Exchange Student (Contact Rotarian Jim Rumrill - jrumrill@hotmail.com) • If you are not already one, sponsor an Interact Club (Contact Rotarian Claudine Hessmer-Husainy - chusainy@msn.com)

20. President’s Club Management Essentials As President (Contd..): • If you are already not one, create a Four Way Test Debate Club (Please contact Rotarian Maureen Mooney - maureencmooney@gmail.com) • Actively participate in your club’s fund raising activities • Before December of your year, oversee an election of Club Officers and Board of Directors • For all your Club Events, assess and mitigate Risks • All US Rotary Club are automatically covered by General Liability and Directors and Officers/Employment Practices Liability Insurance arranged by RI

21. President’s Club Management Essentials RI Policy Changes Worth Noting: • Determine best day and time for Club Meeting • Change or Cancel a meeting • You may count service projects & social events as Club Meetings • Choose whether: • Meet In-person • Meet on-line • Alternate between in-person and on-line or both at the same time • You want to meet four times a month, three times a month or two times/month • Amend Club Bylaws to reflect your decisions

22. Leadership Essential

23. President’s Leadership Essentials Working with Your Club: • Get a buy-in from your Leadership Team (Executive Team, BOD, and Committee Chairs) for your “Club Yearly Plan” • Create time for yourself to be a cheerleader by Delegating: • Club Secretary to: • Track Club attendance and report changes to RI • Track club service hours & provide that data to AG ever quarter • Club Treasurer to: • Pay RI Dues and District Dues on time. File IRS 990 Tax Return by November 15 • Track funds raised and funds disbursed & provide that data to AG ever quarter • Webmaster to maintain a simple but timely website/Facebook • PR Chair to make preparations for Gala event and Rotary Week

24. President’s Leadership Essentials Working with Your Club (Contd..): • Empower the Club Committee Chairmen • As a President and Chairman of BOD, ensure Club By-Laws are implemented • Ensure the new members inducted meet the Rotary criteria (Adults who have demonstrated good character, integrity, and leadership; have a good reputation in their business, profession, and community, and willing to serve in their community and around the world) • Get to know your local community leaders (Selectmen, State Representatives, School Superintendent, Police Chief, etc.,) • Ensure the invited speakers represent Rotary and your club’s ideals

25. President’s Leadership Essentials Working with Your District: • Working with AG, be an interface to District Leadership • Provide AG, on quarterly basis: • Funds raised • Funds disbursed for charities • Members Service Hours • Work with AG to collaborate with other clubs in fund raising events • Enroll and complete three parts of Rotary Learning Institute (RLI) • Encourage Club leadership and Members to attend RLI • Recognize and encourage members to Club & District leadership roles

26. President’s Leadership Essentials Working with Your District (Contd..): • Help promote District & Rotary International Events: • District Assembly Training (must for Treasurer and Secretary) • Governor Gala/Foundation Social • Rotary Day • District Conference and • International Conference • Help promote and coordinate District Programs: • District Grants • Foundation Global Grants • Rotary Youth Exchange Program • Rotary Interact/Rotaract Programs and • Rotary Peace Fellow • If requested, consider taking on District Leadership roles

27. Membership Development Essentials

28. Membership Development Essentials We will try a different way in 2018-2019 Club President Function: • Sets a goal & encourage every Rotarian to bring friends to Club Meetings • Implements Member Retention strategies: Rotarian saved is Rotarian gained • Challenge Members to bring in at least one new member in one year District Membership Committee Function: • District Membership Committee will work very closely with District Public Awareness Committee and has a different emphasis • Membership Committee will : • Help Clubs that are not functioning to the basic Rotary requirements • Work with Clubs that are struggling and have member retention problems • Identify towns in NH and VT that do not have Rotary Clubs and initiate new Clubs

29. Promote Rotary Essentials

30. Promoting Rotary Essentials Promoting the Club: • Cultivate relationships with local media & serve as a spokes person • If you are a club struggling or has member retention problem, work with District Membership and Public Awareness Committees • Provide, on regular basis, Club’s Community Events to sponsors, civic & business leaders (Club News Letter) • Update all Club members, on regular basis, with the Club’s Community activities(Club Assembly) • Use print & social media to make community aware of Club’s activities • Help prepare for Club’s Rotary Week • Help prepare for Club’s participation in Governor’s Gala Event

31. Promoting Rotary Essentials Promoting the District: • Provide local media contact information to District PR Committee • Provide District PR Committee, on quarterly basis: • Funds raised • Funds disbursed for charities • Members Service Hours • District PR Committee will be combining all the clubs achievements and will be publishing, on quarterly basis, in all the clubs’ local news media • Participate in District Gala Event • Participate in District Rotary Week

32. Rotary Foundation Essentials

33. Rotary Foundation EssentialsMISSION The mission of The Rotary Foundation is to enable Rotarians to advance: • World understanding, • Goodwill, and • Peace Through the improvement of: • Health, • Education, and • Alleviation of poverty

34. Rotary Foundation Essentials Rotary Foundation Areas of Focus Peace and conflict prevention/resolution Disease prevention and treatment Water and sanitation Maternal and child health Basic education and literacy Economic and community development

35. Rotary Foundation Funding Process TRF Program Funding District Grants District Rotarian Contributions Polio Plus Global Grants $74,000.00 2016-2017 DDF $148,000.00 2013-2014 Annual Programs Fund SHARE World Fund Investment Earnings The Permanent Fund

36. Global Grant Example Safe Drinking Water Project District 7870 (NH & VT) • Clubs raised $25,000.00 • DDF Match $25,000.00 • World Fund Match $37,500.00 7870 TOTAL = $87,500.00 ($1 District = $1 RF & $1 Club = $0.50 RF) District 3190 (India) • Clubs raised $25,000.00 • DDF Match $25,000.00 • World Fund Match $37,500.00 3190 TOTAL = $87,500.00 Clubs=$50K and Foundation=$125K Total Project Budget: $175,000.00

37. District Grant Example Hollis Brookline Middle School Greenhouse

38. Rotary Foundation Essentials • You can see the power of Rotary Foundation doing good in the world • Rotary Foundation depends on our donations to do good in the world • We can individually donate in many ways and get recognized: • Paul Harris Fellow • Paul Harris Society Member • Major Donor • Arch Klumph Society • Benefactor • Bequest Society • We can also donate as Club and be recognized: • 100% Foundation Giving Club • 100%Paul Harris Fellow Club • 100% Paul Harris Society Club • Every Rotarian Every Year (EREY)

39. Rotary Foundation Essentials GLOBAL GRANT QUALIFICATION AND STEWARDSHIP What Districts Must Do to Participate In Global Grants: • Complete an on-line application process • Sign an MOU in which they agree to follow and implement the financial and stewardship guidelines • Conduct a grant management seminar as part of the qualification process for clubs.

40. Rotary Foundation Essentials GLOBAL GRANT QUALIFICATION AND STEWARDSHIP What Clubs must do to participate in Global Grants: • To be eligible to apply for Global Grants, Clubs must send one or more members to the District’s Grant Management Seminar • Sign and adhere to the Club Memorandum of Agreement (MOA) • Fulfill any additional qualifications required by the District

41. Rotary Foundation Essentials Grant Application Process: • Once a Club is qualified, Club should establish a Global Grant Team • Global Grant Team should work with the District Global Grants Committee Chair to submit on-line application through “Grant Central” at Rotary.org • The Rotary Foundation accepts the Global Grant Projects on a rolling basis through-out the year Reporting: • Submit a report 12 months after receiving the grant • Submit a report every 12 months after that • Final report within two months of project completion

42. Summary Goals: • Achieve a net membership increase • Encourage your club to support a Global Grant Project • Encourage your club members to contribute to the Foundation Tasks: • Every three months, provide funds raised & charities supported • Every three months, provide the service hours of your club members • Join and have fun at Governor Gala/Foundation Event • Conduct a social with your town officials in October

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