LEARNING RESOURCES UPDATE Kimberly Kouame Manager, Learning Resources

AGENDA Practice Lab Learning Center

PRACTICE LAB Live June 2016 How many of you have heard of the Practice Lab? Great. It’s ok if you haven’t heard about it because we haven’t been promoting it. This tool is available for trainers. More specifically Rotarians training on Rotary’s online tools like the web site or Rotary Club Central. Can anyone explain what it is? It is all dummy data. You can edit, delete, and share with anyone without compromising the data security of our systems. Some of you were our testers and were our first users. Show of hands – who has used it to conduct training? Limited access for trainers conducting online training. If anyone is interested, we ask them to fill out a quick form online. If we have passwords available, you can get one, otherwise you will be placed on the wait list. Passwords are refreshed every three months at which time we reissue passwords to those on the wait list. So you are a trainer and want to train others. What are some things to consider: Data refresh approximately every three months. You can share your log ins – but you could be in the system watching someone else change data It isn’t for more than 20 people at once to log in at the same time and receive direction to push the same button at the same time. It will crash or freeze the system. One way to work around this is to give participants some tasks on a handout so they can try them out in a practice session with facilitators available to answer questions. This is a great tool for webinars. The trainer can walk participants through the steps and record it for others to view. It is also great for live demos. Especially for smaller rooms where it isn’t too difficult to see the screen. Grab screen shots One-on-one training we may consider the idea of setting aside 20 logins that people can 'check out' for a period; we can't block other users, but they can lead a training for up to 20

PRACTICE LAB What you can do in the practice lab: My Rotary Rotary Club Central Ideas Showcase Rotary business, for example: Updating the My Rotary profile Adding a delegation Participating in Discussion Groups Adding goals in Rotary Club Central Reporting achievements in Rotary Club Central Adding new projects in Showcase Some functions can only be done by club officers, for example: Adding, editing or removing members Updating club contact information Adding, editing, or removing club officers Viewing club invoice Managing referrals from districts Adding new projects to Ideas Some functions can only be done by district officers, for example: Making district appointments Managing AGs and club groupings Rating clubs in Rotary Club Central Managing referrals from RI

PRACTICE LAB What’s not included: Grant Center Reports Brand Center Learning Center Registering for a new My Rotary account Applying for or managing a grant within the Grants Application Tool Accessing reports via Rotary Club Central or the Member Access pages. Registering for an event, such as International Convention or International Assembly Navigating or downloading materials in the Brand Center Finding a club through Club Finder Contributing to The Rotary Foundation with a credit card Contributing financially to a project within Ideas Setting up a project within Ideas to receive online contributions through PayPal Navigating to or registering for a class in the Learning Center Managing subscriptions Searching the Official Directory Accessing the Peace Fellows application form Claiming an offer on Rotary Global Rewards Accessing Rotary Images, Rotary Videos, Rotary Voices blog, Rotary Workgroups Clicking on links generated by Search Accessing Shop.rotary.org HOW MANY OF YOU SEE USE FOR THIS AT PETS OR PRE-PETS?

PRACTICE LAB Accounts are available Email practicelab@rotary.org Fill out the survey link found on the automated message Staff will email you with log in information Requests will be processed every Friday

LEARNING CENTER New and revised courses New Rotarian partnership Rotary Club Central Resources recently updated Trainer’s toolkit which Megan will go over with you in more detail Does anyone conduct pre-PETS training via webinar? Webinars for Organizers – if you wanted to consider conducting Pre-PETS via webinar. We continue to work with members from RIBI to host their regional training content on our Learning Center. They currently offer 4 courses and are working on more. District 7780 offered their Annual Grants Training on our Learning Center. It expired on 1 July and they hope to update it and use it again for next year.

QUESTIONS?

PETS TRAINING RESOURCES Hi, I’m Megan McPeak, Supervisor of Curriculum Development. Megan McPeak Supervisor, Curriculum Development

AGENDA Curriculum update Resources for trainers Survey findings Today I wanted to give you an update on the PETS curriculum, our resources we have for your trainers, as well as discuss the findings for PETS from the club and district leadership training surveys we recently conducted.

CURRICULUM UPDATE To give you a refresher, our PETS curriculum consists of role-based sessions, such as Planning Your Year, Running Your Meetings, Leading Rotarians, and Running Your Club. The sessions are written in a variety of formats depending on the topic and what the learning outcomes are. We encourage trainers to use different formats for breakout sessions, such as workshops, roundtable discussions and speedmeets. Last year we made major revisions to the leader’s guide. This year, we updated the Membership sessions to reflect the changes in flexibility, meeting types and frequency from the Council on Legislation. Have list of enactments affected: 16-21 (flexibility in club meetings and attendance) 16-30 (revise attendance to meet in-person and online) 16-36 (flexibility in membership) 16-40 (allowing Rotaractors to be active members) What was changed in the sessions When is the next PETS revision

Rotary.org/trainers The updated leader’s guide is now available. As a reminder, you can find it online on rotary.org by going to Rotary.org/trainers. Or you can navigate there via Learning and Reference, then click on the trainer’s page.

When you open it, you get a zip file with all the sessions inside, even a PPT template. You can pick and choose which ones to offer. The sessions are in Word format so you can easily modify them based on the needs of your participants.

OPTIONAL SESSIONS Fundraising Using Social Media Your Public Image Campaign Service and Your Community Telling Your Rotary Story Rotary Programs for Young Leaders In addition to the updated sessions, we have some optional sessions in our Learning Center that could be used to supplement your PETS curriculum. Fundraising Using Social Media Your Public Image Campaign Service and Your Community Telling Your Rotary Story Rotary Programs for Young Leaders Has anyone used these sessions in their PETS? Which ones? Anyone thinking about using them? We’ve updated the instructions in the introduction section of the leader’s guide guide on how to access these, and added the Trainer’s Toolkit ad, which you have in your binder. If asked about TRF sessions…. Based on feedback, presidents wanted the nuts and bolts on how to be a club president, so that’s what we focused on. We wanted our Foundation materials to be flexible enough to accommodate the varying levels of knowledge of incoming presidents and the different ways each PETS approaches this subject. So we are beefing up our Foundation Basics course in the Learning Center to have several PPTs on different areas within the Foundation. It also contains the Rotary Foundation Quick Reference Guide and a quiz for learners to test their knowledge. Trainers can use the materials to conduct a Foundation session either before PETS as a webinar or during the training. Presidents-elect can take this course on their own before hand so that you don’t have to spend time on the basics at PETS. Based on your feedback we focused on the sessions that most reflect the club experience. We learned that the role-based sessions for Presidents-elect were most popular and felt to be the best use of time.

TRAINER’S TOOLKIT The optional sessions can be found in the Learning Center as part of the Trainer’s Toolkit by clicking on the + sign next to the Trainer’s Library.

TRAINER TOOLS Budget worksheet Planning calendar Facilitator checklist Speaking of the Trainer’s Toolkit, we’ve added some new tools to this course for trainers or organizers to use when planning an event, such as a Budget worksheet Facilitator checklist Planning calendar There’s also a sample PETS agenda and a needs assessment questionnaire If asked about TRF sessions… Based on feedback from our surveys, presidents wanted the nuts and bolts on how to be a club president, so that’s what we focused on. We wanted our Foundation materials to be flexible enough to accommodate the varying levels of knowledge of incoming presidents and the different ways each PETS approaches this subject. So we are beefing up our Foundation Basics course in the Learning Center to have several PPTs on different areas within the Foundation. It also contains the Rotary Foundation Quick Reference Guide and a quiz for learners to test their knowledge. Trainers can use the materials to conduct a Foundation session either before PETS as a webinar or during the training. Presidents-elect can take this course on their own before hand so that you don’t have to spend time on the basics at PETS. Based on your feedback we focused on the sessions that most reflect the club experience. We learned that the role-based sessions for Presidents-elect were most popular and felt to be the best use of time.

TRAINER’S TOOLKIT You can find these under Trainer Tools by clicking on the + sign.

TRAINER’S TOOLKIT +TRAINER’S LIBRARY Search for LEARN.ROTARY.ORG +TRAINER’S TOOLS Our Trainer’s Toolkit course also has modules that cover adult learning and facilitation, training participants with diverse learning preferences, developing learning objectives, and so on. This is a great way to supplement any in-person train-the-trainer event that you have for your PETS, and would especially benefit new breakout facilitators. To get to the Trainer’s Toolkit course, just go to learn.rotary.org, then search for TOOLKIT. You’ll see the trainer’s library and the tools on the left-hand side with a + sign.

TRAINER RESOURCES Lead Your District: Training Train-the-Trainer Leader’s Guide In addition to the Trainer’s Toolkit, we have other resources for your trainers to use. This includes Lead Your District: Training and our train-the-trainer materials, which have both been updated. If you recall, our train-the-trainer materials used to be part of Lead Your District Training. These two resources are now separate now. The new Lead Your District: Training will be ready in the next couple of weeks and the train-the-trainer materials will be available in late August/early September online at Rotary.org. How many conduct a train-the-trainer for your breakout facilitators? Is this done onsite at PETS, or at a different time? What do you typically cover? It’s great to hear this, as of course the more prepared your trainers are the better quality the training will be.

TRAINING TALK We also produce Training Talk, which is a monthly newsletter that includes training news, organizational updates, and links to resources. We also feature training tips, and we invite our trainers to submit tips that we can publish. Who here subscribes to Training Talk? If you’re not already subscribed, sign up at rotary.org/newsletters.

UPDATE TO LEAD YOUR CLUB SERIES Addendum with COL changes for Lead Your Club series With this being a council year, we wanted to make sure that club leaders were updated on the decisions that impact them the most. To do that we’ve created an addendum outlining some general and relevant decisions for the 8 manuals that are part of the Lead Your Club series. These manuals will be mailed in September, along with a two-page handout for each. This year we were short on time to get the addendum inserted into the printed manuals. We’ll do that next year. CDS will send an email to DGEs explaining that we’ve created separate handouts to be given to each club leader with their manuals. We’re looking at different ways to manage mailings – we’ve made adjustments to the mailing to mitigate the issues we ran into last year. We’re always open to feedback on how to improve and streamline the process.

CLUB LEADER MANUALS District Governors-elect Lead Your Club series sent in September Rotary International DGE distributes to clubs before PETS District Governors-elect Read before PETS and come with questions Club Presidents-elect As I mentioned, the Lead Your Club series is mailed in September to governors-elect. We encourage them to distribute these to their club officers in time for them to become familiar with their responsibilities before attending PETS and district training assembly. That way, they can come ready with questions and you can spend less time on teaching the basics. Ask for questions? This year we were short on time to get the addendum inserted into the printed manuals. We’ll do that next year. CDS will send an email to DGEs explaining that we’ve created separate handouts to be given to each club leader with their manuals. We’re looking at different ways to manage mailings – we’ve made adjustments to the mailing to mitigate the issues we ran into last year. We’re always open to feedback on how to improve and streamline the process.

SURVEY FINDINGS Now I’d like to talk about the results for PETS from our recent club and district leadership training surveys we conducted. To give you some background, last year we conducted two surveys: one to district leaders and one to club leaders, asking them about the training conducted in their district and how effective it was as a whole, and as participants, how they felt about the training they received. The results provided insights into the effectiveness of the training cycle and materials we provide. We received some interesting findings about how PETS is conducted around the world, so I’ll highlight some of these for you. In late May through early June 2015, a total of 3,530 Rotarians from 101 countries participated in the district-level survey – a 30% response rate. The respondents include past and current district governors, assistant governors, district trainers, and district committee chairs. In late January through early February 2016, a total of 11,481 Rotarians from 101 countries participated in the club-level survey – a 22% response rate. The respondents include past and current club presidents, secretaries, treasurers, club membership chairs, and club Rotary Foundation chairs. How many people were surveyed or responded?

1 Day 1.5 Days 2 Days SURVEY SUMMARY Europe Africa Latin America South Asia 2 Days US & Canada Asia Pacific First, we found that the number of days PETS is held for varies. In most parts of the world, it’s held for 1 day, while in Asia Pacific and the US and Canada, it’s held for 2. As you can see, North America is providing more training for presidents-elect. RI guideline is 1.5 days.

SURVEY SUMMARY Districts offering Pre-PETS 49% 2015 17% 2007 Worldwide, the percentage of districts offering Pre-PETS has grown from 17% in 2007 to 49% in 2015. We found that these are mostly held in the South Asia (82%) and North America (75%). How many conduct Pre-PETS? Is your pre-PETS conducted as multi-district or is it district by district? How do you conduct your pre-PETS? What kind of content do you offer? Does that supplement or replace any training at your PETS? (think of way to wrap up discussion) Helps presidents feel more prepared coming in – can cover more content, and a blended learning approach caters to different learning preferences.

SURVEY SUMMARY: US & CANADA 79% felt prepared to become president PETS most effective training for presidents - Offered practical information - Increased Rotary knowledge Best practices most important information to be successful in role In North America, 79% of presidents felt prepared for their term. This is higher than the overall average of 74%. Presidents rated PETS as the most effective training for their role – more so than the district training assembly, their predecessor, or their manual – giving the top two reasons as it gave them practical information and increased their Rotary knowledge. The single most important type of information they would like to be successful were best practices for their role. Likely to use the Learning Center Topics most interested in learning about online: Online tools, strategic planning, and fundraising. Learning Center is the tool they’d like to learn about the most. Webinar topics most interested in learning about: How to be a vibrant club; online tools, TRF

SURVEY SUMMARY: US & CANADA In-person meeting Coaching from predecessor Top two training preferences Online course for presidents What would have helped them prepare We had also asked how they would like to be trained for their role. The top two responses were an in-person meeting and coaching from their predecessor. Looking back, the presidents said they would have like to have had an online course for presidents. Likely to use the Learning Center Topics most interested in learning about online: Online tools, strategic planning, and fundraising. Learning Center is the tool they’d like to learn about the most. Webinar topics most interested in learning about: How to be a vibrant club; online tools, TRF

SURVEY SUMMARY We also asked assistant governors about their involvement with PETS. First, we asked whether AGs were trained at PETS. As you can see, the results show that you and Latin America are providing the most training for this group, which is higher than the overall average of 26%. So given this information, how many of you provide training for assistant governors at PETS? Is that in addition of the district team training seminar or in place of? Is this their only training, or do they receive other training? (look at survey data for how else AGs are trained other than the DTTS) How many have you have assistant governors conduct training at PETS? Which sessions do you have them conduct?

SURVEY SUMMARY: US & CANADA 35% of assistant governors conducted training at PETS Our survey results also showed that 35% of districts in North America had their assistant governors conduct training at PETS in 2014-15. This is compared to 46% worldwide, so while more assistant governors are being trained at PETS in North America, not as many are conducting training. Europe: 66% Africa: 54% Asia Pacific: 48% US: 35% South Asia: 30% Latin America: 30%

QUESTIONS Overall, you can see that the findings show that you’re providing a very robust training at PETS, and that the presidents feel prepared for their role. Thank you for allowing me to share with you this afternoon. If you have additional questions, or feedback on our materials that you’d like to share, please contact us at our mailbox at learn@rotary.org. Also, my cards are on the table in the back if you’d like to contact me directly. Thank you again and enjoy the rest of your meeting.