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Getting and Keeping Members Engaged in Rotary

Getting and Keeping Members Engaged in Rotary. Rotary Zone 24 West. Today’s Facilitators. Gayle Knepper Penny Offer Larry Jubie Elly Contreras-Vermeulen District 5010 District 5040 District 5050 District 5370

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Getting and Keeping Members Engaged in Rotary

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  1. Getting and Keeping Members Engaged in Rotary Rotary Zone 24 West

  2. Today’s Facilitators Gayle Knepper Penny Offer Larry Jubie Elly Contreras-Vermeulen District 5010 District 5040 District 5050 District 5370 Zone 24W Coordinator Team Members www.GreatIdeastoShare.com

  3. Topics for Discussion • North American Retention Data • Focus on Retention/Engagement • Components of Engagement • Engagement Strategies • Re-Engaging/Re-Energizing • Six Steps to Getting Started

  4. North American Snapshot Since July 2007 • Membership declined 7% ( >28,000) • On average each year 44,000 join and 51,000 leave Rotary • Attrition rate has increased from 10.77% to 11.95%

  5. Retention • Reduce number of members leaving annually to 37,000 • 14% leave for uncontrollable reasons • Opportunity to reduce the number who leave for controllable reasons What are the opportunities in your district?

  6. Retention • #1 priority this year • Focus on • Increasing retention rate • Addressing reasons why Rotarians leave • Increasing the relevancy, vitality and performance of our clubs

  7. Today’s Focus • How do we get clubs to increase retention rates? • What can Districts do to help?

  8. Creating a Focus on Engagement Gayle Knepper District 5010 Rotary Coordinator Rotary Zone 24 West www.GreatIdeastoShare.com/membership

  9. Creating a Focus on Engagement • How do we: - make engagement a priority? - make it happen? • Six steps to get started for districts and clubs

  10. Creating a Focus on Engagement • “Expect and inspect” • Key considerations: - How is progress measured today? - How is it being reported and followed up?

  11. Poll Question

  12. Goal Setting Step 1: Set a specific written goal Need to know baseline to set a realistic goal - Current retention rate - Turnover rate

  13. Baseline: How Are We Doing Now? Current retention rate Today’s number of members x 100 = __% # members July 1 + # new members during year Turnover rate # members leaving in a time period x 100 = ___% # total members at start of same time period

  14. Baseline: How Are We Doing Now? Where do we get accurate information? • RI member access/official report • ClubRunner • Your Rotary Coordinator • Rotary Central

  15. Poll Question

  16. Rotary CentralA Planning & Measurement Tool

  17. Rotary CentralA Planning & Measurement Tool

  18. Rotary CentralA Planning & Measurement Tool

  19. Keys to Creating Focus and Action “Expect and Inspect” • Visibility • Communications • Reporting • Follow up

  20. Engagement and RetentionSame or different? • Membership today: what do the numbers show? • Think of retention in a new way • Prevention versus patch • Engagement => Retention

  21. CustomizingEngagement Elly Contreras-Vermeulen District 5370 Rotary Coordinator Specialist Rotary Zone 24 West www.GreatIdeastoShare.com/membership

  22. Components of Engagement • Three key elements • Two-way role • Who takes the lead? Personal involvement: Service, Fellowship and other Activities Club’s engagement with the member: Continued, active outreach Ongoing learning & education

  23. District Support • Focus on Engagement and Retention • Responsibility: District Club Member

  24. District Support • How can your district directly support member engagement and retention in clubs? (Type your ideas into the “Chat Box”) Let’s Discuss

  25. Who is the Target of an Engagement Strategy? • New Members • Existing Members • Former Members

  26. When is the risk highestin your district? • First six months • At three years • At 10 years • Use club assessment tools • Track members using RC Central and RI Reports Are you actively assisting clubs with using these tools?

  27. Customizing Engagement One size doesn’t fit all • Why do your members join Rotary? • What are their expectations? • What’s In It For Me (radio station WII-FM)

  28. Customizing Engagement When do member expectations begin? Expectations start before induction and continue throughout the entire Rotary life

  29. Customizing Engagement Engagement is fulfilling members’ individual expectations

  30. Engagement: Assessing Your District Larry Jubie District 5050 Assistant Rotary Coordinator Rotary Zone 24 West www.GreatIdeastoShare.com/membership

  31. Engagement Step 2: Identify specific engagement obstacles. What is your district’s engagement score? Quantitative (measurable: what, how many) Qualitative (intangibles)

  32. Engagement StrategiesWhat Can Clubs Do? • Many club strategies on www. rotary.org - For new members - For existing members • District provides motivation, support and easy-to-use tools

  33. Poll Question

  34. Engagement Plan Step 3: A written plan is the foundation to increasing engagement and retention Includes measurable goals with action steps, dates and responsibilities

  35. Engagement PlanHow to Get Started • Zone tactical plan provides framework for districts and clubs • Examples and plan resources www.GreatIdeasToShare.com/ membership

  36. Engagement: How to Start Step 4: District provides easy-to-use tools Includes templates for strategies and programs that can be adapted/implemented by clubs. Example: Mentorship Program

  37. Managing Engagement &Retention Penny Offer District 5040 Assistant Rotary Coordinator Rotary Zone 24 West www.GreatIdeastoShare.com/membership

  38. Managing Engagement &Retention Step 5: Engagement Subcommittee • Implement and follow up on plan • Qualified chair - service focus knowledge of resources and commitment to engagement • Specific to engagement and retention

  39. District Engagement Committee • Provide training for clubs • Assist clubs to develop a retention plan • Assess progress on retention • Report to District Leadership • Maintain focus on engagement

  40. Re-energize Clubs Vibrant Clubs – 10 Best Practices • A key factor for retention - need to re-energize clubs • To engage and retain members clubs must • Be fun and energetic • Foster innovation and flexibility

  41. Re-energize Clubs Role of District Leaders • Training for Assistant Governors and other District leaders • Hold a district seminar on Best Practices of Vibrant Clubs • On- going focus in District newsletters and website providing ideas and tools for engagement

  42. Getting Started:MakingEngagement Happen Gayle Knepper District 5010 Rotary Coordinator Rotary Zone 24 West www.GreatIdeastoShare.com/membership

  43. Getting StartedDiscussion What can your district do to get started? • To make engagement and retention a priority? • To take meaningful action?

  44. Keys to Creating Focus Action Step 6: Communicate Visibly • Encourage and motivate • Assess • Report • Follow up

  45. Getting StartedSix Steps to Begin • Set specific goals • Identify engagement issues • Make a written plan

  46. Getting StartedSix Steps to Begin 4. Provide tools and templates 5. Establish an engagement sub-committee 6. Communicate, assess, report, motivate (and keep it visible!)

  47. Results

  48. Resources: Engagement & Retention Larry Jubie District 5050 Assistant Rotary Coordinator Rotary Zone 24 West www.GreatIdeastoShare.com

  49. Resources • www.rotary.org - Members - Running a Club - Download Resources • RI webinars (search “RI webinars”) • Zone webinars • www.GreatIdeasToShare.com/ membership • Rotary Coordinator in your Zone

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