Are You Ready? Presented By PDG Jay Saltzman & Bette Hallclubrunner.blob.core.windows.net/00000050010/en-ca... · Suggestion – donation to Rotary Foundation in DG name 14 ... Website

Are You Ready?Presented By

PDG Jay Saltzman & Bette Hall

Are you ready for one of the most exciting year’s of your life?

Your incoming District Governor

ELSA GILLHAM

2

Who knows the name of the 2014-15 President of Rotary International? ◦ Gary C.K. Huang

Where is he from?◦ Taipei, Taiwan

3

Where will the 2015 Rotary International Convention be held?

Sao Paulo, Brazil Dates ◦ June 5 – 8, 2015

4

Where is it being held?◦ SYDNEY AUSTRALIA

Who is planning on going? Who has been to a Rotary International

Convention?

5

Who knows the theme for Rotary year 2014-15?

6

How are you planning to “Light Up Rotary” in your year as President?◦ Examples?

7

Every new President’s prayer◦ “Please don’t let it fall apart in MY year!!!!!!!”

How can you avoid the “falling apart”?◦ PREPARE◦ PLAN◦ PRACTICE

8

Who has their Board and Chairs already selected? Share with the group

How do you get the right person for the job?◦ Ideas?

Succession planning◦ Ideas?

Problems? Learn from current President◦ Good and bad

Visit other Clubs◦ Learning experience – again, good and bad

9

Ready, Set, GOOOOAAAALLL!!!!!! ◦ Have you completed your Club Leadership plan?◦ Due to Rotary Central by PETS◦ How are you going to set your goals? Work with existing and incoming Boards

10

Who has a Strategic Plan?◦ https://www.rotary.org/en/strategic-plan

What should be part of your strategic plan?◦ Vision◦ Mission statement◦ SMART Goals

Who can tell me what a SMART goal is? Specific, Measurable, Achievable,

Relevant, Timebound – examples?

11

Board meetings ◦ Set dates, stick to them whenever possible◦ Know your Club’s Constitution/By-Laws Don’t have By-Laws – put them in place

Club Assemblies◦ Set schedule – quarterly, monthly◦ Set format◦ Communicate with members on reporting

requirements Communication key◦ How do you communicate with members?

12

What is the number one rule?◦ HAVE FUN!!!

Rule 2 – set an Agenda◦ Ask members ahead for Inspirational Moment, Flag

Salute, Four-Way Test Ooops – Speaker No Show – now what?◦ 3x5 cards, extra pens◦ Rotary Quiz◦ Get to Know Your Rotary Neighbor quiz◦ Craft talks

13

Be prepared Let members know ◦ Importance◦ When◦ What to expect

Explain protocols◦ When to stand

Gift◦ Suggestion – donation to Rotary Foundation in DG

name

14

Take every opportunity to “toot your own horn” Share your story Public Image Chair Website – current, interesting Social Media◦ Twitter, Facebook, Blog, Instagram◦ Others?

Clipboard, sign-in sheet, brochures every event Post photos

15

It’s a DATE:◦ PETS February 20-23 2014 – Airport Marriott◦ District Assembly – May 10 2014 – Carson Community

Center ◦ DATE CHANGE – District Conference - May 15-18

Hyatt Regency Indian Wells◦ International Convention – June 01 – 04 Sydney

Australia More to come!!!!!!!!!

16

Budgeting very important part of your role Start working with your current President AND

the Treasurer Understand the financial reports Know where the money is, where it is going

17

Your responsibility as President to:◦ Ensure your club has an Employer Identification Number

(EIN) ◦ Know the Annual Tax Return Filing Requirements For

Clubs Under RI’s Group Exemption

Where to get answers:◦ ROTARY CLUBS AND THE IRS: FREQUENTLY ASKED

QUESTIONS

◦ Annual return is due every year by 15 November, the 15th day of the 5th month after the close of RI’s tax year on 30 June.

18

Risk Management Is your Club event under RI umbrella policy?◦ https://www.rotary.org/myrotary/.../us-rotary-

club... Club Directors and Officers?

Certificate of Insurance

Who you gonna call?◦ Following an incident

Rotary International Risk Management◦ District Chair for current year – DGN Greg O’Brien

19

20

President Elect Readiness Education Program WELCOME 2014-15 Presidents�Test Your Knowledge �Do you know…………..Rotary Convention 2014Rotary 2014-15Shine in Your Year President’s Responsibilities�President Elect Responsibilities �President Elect ResponsibilitiesHow Are You Going To Reach Your Goals?Plan Your YearMeetings Governor’s VisitPublic Image/RelationsMeetings and moreHigh FinanceYour Rotary Club and the IRSPart of Financial ManagementQuestions?