2014 ROTARY INTERNATIONAL CONVENTION How to Write a Membership Plan PDG Richard Elixman District 5100 DG Eric Schmautz District 5150
How to write a membership plan
Jul 08, 2015
Creating an engaged and diverse membership is key to your club’s success, but determining how to do that can be a challenge. We’ll introduce the basic skills needed to map out membership goals and identify the steps for a written membership plan, including a marketing program to attract younger and more diverse members and an engagement program to guide the involvement of club members and community.
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2014 ROTARY INTERNATIONAL CONVENTION
How to Write a Membership Plan
PDG Richard Elixman
District 5100
DG Eric Schmautz
District 5150
CLUB PLANNING: THE KEY TO MEMBERSHIP GROWTH
SETTING THE VISION
• Club Visioning
• Retreats to Develop the Vision
• Members Ownership of the Vision
• Guiding Core Values
• District Programs
Vision
1
STRATEGIC INITIATIVES
• Translate the Vision into Action
• Transform the Club
• Vehicle for achieving and prioritizing Strategic Goals
SAMPLE STRATEGIC INITIATIVE
Our club will create a living membership plan in order to attract new members to our club, engage all members in our club, and outreach to the local community for participation and support, especially of the business community.
S.M.A.R.T. GOALSGoal
2
T
S
M
A
R
• Specific (Clear, concise, tangible)
• Measurable (Dollars, volume, time, experiences)
• Actionable (You can do something to actually make this happen)
• Timed (Deadlines announced, committed to)
• Realistic (50% realistic is fine)
SAMPLE MEMBERSHIP GOALS
1. Increase club membership by at least net 1 new member each month through June 2015.
2. Create more diversity in the club by having 50% more females by June 2015.
3. Increase the membership of local industry members by 10% by June 2015.
IDENTIFYING PROJECTS
• Goals often involve more than one project
• Projects must include:
• Intended results
• Key People and their roles
• Actions to take
• Time-line for actions
• Budget implications
Project
3
SAMPLE MEMBERSHIP PROJECTS
A. Develop club activities that attract new members.
B. Create club activities that engage members.
C. Establish a community outreach program specifically to the local business community.
GOAL 1: Increase club membership by at least net 1 new
member each month through June 2015.
ASSIGNING TASKS
• Specific Actions required for success of the Project
• Tasks Require:
• Description of Task
• Start & Completion Dates
• Lead Rotarian
• Other members
• Budget items
Task
4
SAMPLE MEMBERSHIP TASKS
Project A: Develop club activities that attract new members.
Tasks:
• Develop social media sites with a scheduled update at least every two days.
• Create a list of potential club members.
• Invite potential new members to club social events.
• Determine follow-up procedures for potential club members.
SAMPLE MEMBERSHIP PROJECTS
A. Develop club activities that attract new members.
B. Create club activities that engage members.
C. Establish a community outreach program specifically to the local business community.
GOAL 1: Increase club membership by at least net 1 new
member each month through June 2015.
SAMPLE MEMBERSHIP PROJECTS
A. Develop club activities that attract new members.
B. Create club activities that engage members.
C. Establish a community outreach program specifically to the local business community.
GOAL 1: Increase club membership by at least net 1 new
member each month through June 2015.
MONITORING AND CONTINUED REVIEW
• Web Access or use Paper Based System
• Quick Entry of Progress being Achieved
• Changes Shared with all Club Members
• Living Document changing as Needs Change
CLUB LEADERSHIP
• Communication
• Engagement
• Sharing
• Consensus
• Continuity
• Consistency
HOW TO WRITE A MEMBERSHIP PLAN
TRAINING AND RESOURCES FOR YOUR TEAM
International Vision Facilitation Council
www.RIVisionFacilitation.org
Rotary Zones 25 & 26 Planning Team
www.zone2526.org
Richard Elixman, PDG
QUESTIONS?
EXCHANGE IDEAS
THANK YOU!
TAKE ACTION, EXCHANGE IDEAS, JOIN LEADERS
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