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Assistant Governor Training. LINKING ROTARY CLUBS AND ROTARY DISTRICTS. Bill Dendy PDG District 5810.
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Assistant Governor Training LINKING ROTARY CLUBS AND ROTARY DISTRICTS
Bill DendyPDG District 5810 • Bill Dendy is a 5th generation Texan who enjoys travel, fine dining, and deep sea fishing when not working in money management. In 2000, Bill joined the Rotary Club of Dallas, serving on the Club's Board of Directors under each avenue of service. He was the key organizer and a charter member of the District 5810 E-club promoting "Rotary Your Way.“ Within District 5810, Bill served as District Governor 2016-2017, District Treasurer from 2010 to 2012, and was District Rotarian of the Year 2012. rotary5810@gmail.com
Carrie CampbellAG District 5840 • An attorney by profession, Carrie Campbell has been a Rotarian since 2003. She joined Rotary because she was invited and stayed because, as a young mother, she wanted to set an example and expectation for her children of community service. Since joining Rotary, she has been Club President 3 years and AG 3 years. She has travelled on Rotary missions to Africa 3 times in the last 12 months. For her, being a Rotarian is all about the relationships. carriec1970@gmail.com
Preview of the Training Agenda AG’s Role and Responsibilities Encouraging Vibrancy Supporting Your Clubs What are your duties to your District Governor and other District leaders, as well as your duties to your Club President and Club leadership? What is the importance of setting goals and the proper procedures for reporting goals? How do you establish and maintain a working relationship with your PE? What are your tools for success?
Preview of the Training Agenda Time Management Troubleshooting Inspiration What are the timeframes for expected duties? How do you avoid problems and address challenges that arise during your term as AG? How do we maintain our positive momentum?
AG’s Role and Responsibilities Know the key relationships and their needs
Participate in the district team training seminarAttend PETSUrge PEs to attend PETSPromote attendance at club training Duties to District Training Coordinator
District Leadership Depending on You Duty to District Governor Elect Duty to District Secretary Keep updated on clubs’ officers and contact information • Identify and develop future leaders
District Leadership Depending on You Duty to District Committee Chairs Duty to Other Assistant Governors Share challenges and potential solutions Brief incoming AG for easy transitions • Support their work by including them as speakers • Promote their training opportunities • Utilize their resources
Club Leadership Depending on You Duty to Club Secretary Duty to Club Treasurer Make sure district and RI dues are paid timely Make sure federal tax form filed Inform of training opportunities • Make sure all necessary information is provided to RI and District on My Rotary • Teach Club Central for continuity • Inform of training opportunities
Club Leadership Depending on You Duty to Club Foundation Chair Duty to Club Speaker Coordinator Share name and contacts of good speakers Inspire other ideas – service work, club focus, meetings on the move Promote inclusion of district leadership • Confirm a firm understanding of Rotary Foundation structure and goals • Inform of training opportunities
Encouraging Vibrancy Importance of Goals
DON’T FORGET TO UPDATE CLUB CENTRAL WITH THE CLUB’S PROGRESS
Supporting Your Clubs Establishing a Working Relationship
Getting and staying connected with your PE Introductions Be Available Access Needs Start early to help incoming club leadership be prepared. Use PETS to get to know your PEs. Calendar regular contact by email and/or telephone Attend meetings – start now Participate in the club’s service and fundraising projects whenever possible Ask questions Tailor your support to each club and its leadership Interview current AG
Demonstrate your investment in their successDon’t wait until asked because they may not know to askDon’t overwhelm PEs – space out reminders and share information with the appropriate leaders TIPS FOR SUCCESS
Timeframes Be prepared
Before your year as AG “officially” begins February and March • Attend PETS and District Training • Find out your District Governor’s goals • Meet with your PEs • Get your tool box of resources ready
Before your year as AG “officially” begins April through June • Encourage your clubs’ incoming leadership to get training • Meet with outgoing AG to get a status report • Schedule visits with your clubs based on PE’s preferences • Help your PE enter goals on Club Central • Review your club’s calendars and website • Ask specific questions • Get all the dates on your calendar
Once your year as AG actually begins…. • July and August • Begin club visits and record/report on Club Central with “comments” and copy your DG • Plan for DG visit • Promote Rotary Youth Exchange • Submit applications for grants
Once your year as AG actually begins…. December • Remind club leaders that membership lists need to be updated by January 1 for calculation of dues – My Rotary January • Report incoming officers on My Rotary by February 1 • PE to register for PETS February • Promote district conference
Once your year as AG actually begins…. May • Add final club rating and comments by May 15 • Attend district conference • Get club to update goals on Club Central June • Remind club leaders that membership lists need to be updated by July 1 for calculation of dues – My Rotary
Troubleshooting Avoiding problems and addressing challenges
Inspiration How to maintain the momentum from PETS