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Effective District Strategies for Struggling Clubs

Join today's facilitators in discussing impact, risk factors, strategy development, forming a team, action steps, and real-life stories to help struggling Rotary clubs thrive. Gain insights on tools and indicators for success.

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Effective District Strategies for Struggling Clubs

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  1. Effective District Strategies for Struggling Clubs Rotary Zone 24 West www.GreatIdeastoShare.com

  2. Go to MeetingHints Go to Webinar Tips Type questions & comments in “Chat”

  3. Go to MeetingHints Go to Webinar Tips ” Type questions & comments in “Chat”

  4. Today’s FacilitatorsZone 24W Coordinator Team Members Gayle Knepper Dave Stambaugh District 5010 District 5060 Jackie Hobal Al Bergsma District 5370 District 5360

  5. Topics for Discussion • Impact of struggling clubs • Assessing the risk factors • Developing a strategy • Forming a team • Taking action: 6 steps • A real life story

  6. Poll Question

  7. Identifying the Impact of Struggling Clubs Gayle Knepper District 5010 Rotary Coordinator Rotary Zone 24 West www.GreatIdeastoShare.com

  8. The Impactof Struggling Clubs • Existing & potential members • Other clubs & district • Community • Potential partners & funding sources • Service projects • Rotary’s image

  9. Identifying the Risk Factors Rotary Zone 24 West www.GreatIdeastoShare.com

  10. Signs of At-Risk Clubs • Progressively declining membership • Few service projects • Lack of social events • Poor and/or cancelled meetings • Consistently late dues • Does not file required reports

  11. Signs of At-Risk ClubsMore Examples • Little member participation in district events • Difficulty in finding leaders • Few younger members • Little or no fundraising • Lack criteria of functioning club

  12. Poll Question

  13. How do we start? • District planning process is consistent • Club actions are individualized • 6-step process for results

  14. Defining Struggling Clubs Dave Stambaugh District 5060 Assistant Rotary Coordinator Rotary Zone 24 West www.GreatIdeastoShare.com

  15. Step 1: Assessing the Risk • Quantify club functioning • Continuity in review/ assessment • Annual review of all clubs; semi-annual review of at-risk clubs • Track trends: club moves from healthy to struggling over time

  16. Step 1: Assessing the Risk Ready-to-Use Tools • Rotary Club Central • Vibrant Club Assessment • Club Self Assessment

  17. Rotary Club CentralGovernor & AG View

  18. Vibrant Club Assessment

  19. Club Self Assessment

  20. Effective Rotary Clubs Indicators - MOP Measures club functioning • Effective Club Criteria • Minimum Standards

  21. Effective Club Criteria • Sustain/Increase membership • Implement successful service projects • Support TRF (financially & program participation • Leaders beyond the club level

  22. Minimum Standards • Meet regularly * • Conduct effective service projects * • Accept visits of district/RI leaders • Pay RI & district dues without assistance * • Members receive a Rotary magazine * frequently observed in struggling clubs

  23. Minimum Standards • Maintain liability insurance • Act consistently with RI policies • Provide accurate membership lists • Resolve disputes amicably * • No litigation with RI • Cooperative district relationship * * frequently observed in struggling clubs

  24. Creating the Plan Gayle Knepper District 5010 Rotary Coordinator Rotary Zone 24 West www.GreatIdeastoShare.com

  25. Step 2: Categorizing ClubsRotary Club Central

  26. Rotary Club CentralCategorizing Clubs 5. Excellent – consistently engaged 4. Good – engaged, could increase effectiveness 3. Satisfactory – is functioning, could improve 2. Needs improvement - significant assistance needed 1. Non-functional – failed to meet functioning club criteria

  27. Other Considerations • Number years at risk • Assistance already provided • Response of the club • Was structured follow-up plan implemented? • Have targets been set & what is the progress?

  28. Step 3: Prioritization & Decisions • How will resources be allocated? • What will have the most impact? • Plan by category, customize by club • Include in district strategic plan • Involve DG/DGE/DGN/DGND for continuity & long-term results

  29. Step 4: Forming the TeamWho is responsible? • Team size: 4 to 7 • Based on district & geography • District team or regional teams • DG participates (perhaps adjunct member) • Consider “turnaround specialist”

  30. Step 4: Forming the TeamTeam Composition Examples • District leaders • Recent PDGs • Turnaround specialized • From vibrant club • Regionally or district based

  31. Poll Question

  32. Identifying the Action Steps Jackie Hobal District 5370 Assistant Rotary Coordinator Rotary Zone 24 West www.GreatIdeastoShare.com

  33. Possible Action Steps • Visioning • Customized solutions • Pairing with a vibrant club • Assign a mentor for development in areas needed • Consider making it a satellite club or merging two clubs

  34. “Required” for Results • Club is committed to change & to accept help • Written plan and targets for club • Timeline sufficient for change and regular progress reports

  35. Step 6: Follow Up, Evaluate & Adapt • Consistent follow up & support • Regular progress reports & feedback • Adaption of plan, as needed • AG is key link

  36. When might it be time…for the club to close? • Years of consistent work & no change • Poor community reputation • Club is no longer relevant • Club unwilling to change • Does not meet functioning club criteria

  37. A Real Life Story Dave Stambaugh District 5060 Assistant Rotary Coordinator Rotary Zone 24 West www.GreatIdeastoShare.com

  38. Roadmap: Creating a Vibrant Club The Morinville Story Duane Gibb Morinville Rotary Club District 5370

  39. Morinville Snapshot 1996: Club chartered 32 members 2011: 17 Members Today: 55 members (+223.5% since 2011)

  40. Morinville Profile: 2011 Club • Prominent in community • Outstanding service record • At risk Membership • 17 members, average age 62 • 4 members under age 50 • Average membership duration: 12 years • # joining past 10 years: 4

  41. Rotary Club of Morinville Story Begin with “End in Mind” • Fellowship + service + fun = loyalty/engagement/retention “Visioning” for Membership • Create project plan until June 30, 2014 • Membership target for June 30, 2014: - 36 to 55 (100 – 200% growth) - Critical element: accomplish in 3-year timeframe

  42. The Morinville StoryClub Ambiance 2011 • Environment needed improvement • Few programs, cliques, “closed shop” Today • Welcoming • Programs scheduled 3 months ahead • Greeters • Fun

  43. The Morinville StoryStages of Growth: Attraction • 1st 4 months: setting the stage • Open house (member information) • Used outside assistance • Second generation • “Low hanging fruit”

  44. The Morinville StoryStages of Growth Membership • 17 to 33 (2011/ 2012) • 33 to 44 (2012/ 2013) • 44 to 51 (2013/ 2014) • 55: 2015 (today)

  45. The Morinville StoryStages of Growth Today: Vibrant club • 30+ attend meetings • Active in community projects • Sponsored Interact clubs • Significant presence in the community

  46. Rotary Club of Morinville Story Status June 30, 2014 • 51 members – 200% increase • 6 members age 35 or younger • 19 members age 50 or younger

  47. Looking Ahead: Continued Growth & Challenges July 1, 2014 to June 30, 2017 • Need to operate for club of 55 (rather than 17) • Expand membership committee • Increase member involvement - Social events - Youth exchange - Education / Firesides

  48. Looking Ahead: Continued Growth New “End in Mind” • June 30, 2017: 85 members • Meeting attendance: 50+

  49. Questions?

  50. Summary: Six Steps to an Effective District Strategy 1. Assess clubs 2. Segment by vibrancy category 3. Plan: Prioritize, make resource decisions, develop strategy 4. Form the team 5. Take action 6. Follow up, evaluate, adapt

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