Effective District Strategies for Struggling Clubs Rotary Zone 24 West

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Today’s Facilitators Zone 24W Coordinator Team Members Gayle Knepper Dave Stambaugh Distri ct 5010 District 5060 Jackie HobalAl Bergsma District 5370District 5360

Topics for Discussion  Impact of struggling clubs  Assessing the risk factors  Developing a strategy  Forming a team  Taking action: 6 steps  A real life story

Poll Question

Identifying the Impact of Struggling Clubs Al Bergsma District 5360 Assistant Rotary Coordinator Rotary Zone 24 West

The Impact of Struggling Clubs  Existing & potential members  Other clubs & district  Community  Potential partners & funding sources  Service projects  Rotary’s image

Identifying the Risk Factors Rotary Zone 24 West

Signs of At-Risk Clubs  Progressively declining membership  Few service projects  Lack of social events  Poor and/or cancelled meetings  Consistently late dues  Does not file required reports

Signs of At-Risk Clubs More Examples  Little member participation in district events  Difficulty in finding leaders  Few younger members  Little or no fundraising  Lack criteria of functioning club

Poll Question

How do we start?

Defining Struggling Clubs Dave Stambaugh District 5060 Assistant Rotary Coordinator Rotary Zone 24 West

Step 1: Assessing the Risk  Quantify club functioning  Continuity in review/ assessment  Annual review of all clubs; semi- annual review of at-risk clubs  Track trends: club moves from healthy to struggling over time

Step 1: Assessing the Risk Ready-to-Use Tools  Rotary Club Central  Vibrant Club Assessment  Club Self Assessment

Rotary Club Central Governor & AG View

Vibrant Club Assessment

Club Self Assessment

Effective Rotary Clubs Indicators - MOP Measures club functioning  Effective Club Criteria  Minimum Standards

Effective Club Criteria  Sustain/Increase membership  Implement successful service projects  Support TRF (financially & program participation  Leaders beyond the club level

Minimum Standards  Meet regularly *  Conduct effective service projects *  Accept visits of district/RI leaders  Pay RI & district dues without assistance *  Members receive a Rotary magazine * frequently observed in struggling clubs

Minimum Standards  Maintain liability insurance  Act consistently with RI policies  Provide accurate membership lists  Resolve disputes amicably *  No litigation with RI  Cooperative district relationship * * frequently observed in struggling clubs

Creating the Plan Gayle Knepper District 5010 Rotary Coordinator Rotary Zone 24 West

Step 2: Categorizing Clubs Rotary Club Central

Rotary Club Central Categorizing Clubs 5. Excellent – consistently engaged 4. Good – engaged, could increase effectiveness 3. Satisfactory – is functioning, could improve 2. Needs improvement - significant assistance needed 1. Non-functional – failed to meet functioning club criteria

Other Considerations  Number years at risk  Assistance already provided  Response of the club  Was structured follow-up plan implemented?  Have targets been set & what is the progress?

Step 3: Prioritization & Decisions  How will resources be allocated?  What will have the most impact?  Plan by category, customize by club  Include in district strategic plan  Involve DG/DGE/DGN/DGND for continuity & long-term results

Step 4: Forming the Team Who is responsible ?  Team size: 4 to 7  Based on district & geography  District team or regional teams  DG participates (perhaps adjunct member)  Consider “turnaround specialist”

Step 4: Forming the Team Team Composition Examples  District leaders  Recent PDGs  Turnaround specialized  From vibrant club  Regionally or district based

Poll Question

Identifying the Action Steps Al Bergsma District 5360 Assistant Rotary Coordinator Rotary Zone 24 West

Possible Action Steps  Visioning  Customized solutions  Pairing with a vibrant club  Assign a mentor for development in areas needed  Consider making it a satellite club or merging two clubs

“Required” for Results  Club is committed to change & to accept help  Written plan and targets for club  Timeline sufficient for change and regular progress reports

Step 6: Follow Up, Evaluate & Adapt  Consistent follow up & support  Regular progress reports & feedback  Adaption of plan, as needed  AG is key link

When might it be time… for the club to close?  Years of consistent work & no change  Poor community reputation  Club is no longer relevant  Club unwilling to change  Does not meet functioning club criteria

A Real Life Story Dave Stambaugh District 5060 Assistant Rotary Coordinator Rotary Zone 24 West

Blueprint: The Morinville Club Story

Rotary Club of Morinville Story

Blueprint: Creating a Vibrant Morinville Club A. Commitment of Leadership  Membership chair & committee with 3 members B. Begin with the End in Mind  Vibrant club – enough members to provide service above self  Membership – discussed at each club meeting

Blueprint: Creating a Vibrant Morinville Club C. Create the Plan  Committee meetings to develop plan  Condense feedback into a 3-year plan D. Ambiance & Friendliness  Location, room, décor, name badges  First impressions, greetings & more  Programs, monthly social activities

Blueprint: Creating a Vibrant Morinville Club E. Use Best Practices for Development  Review plan periodically  Firesides for classification development  Annual meeting with Chamber of Commerce F. Engage all Members

Summary: Six Steps to an Effective District Strategy 1. Assess clubs 2. Segment by vibrancy category 3. Plan: Prioritize, make resource decisions, develop strategy 4. Form the team 5. Take action 6. Follow up, evaluate, adapt

Resources Jackie Hobal District 5370 Asst Rotary Coordinator Rotary Zone 24 West

Resources rotary.org  Rotary Club Central  Club Assessment Tools  Be A Vibrant Club (booklet)  Membership Development Resource Guide (assessments)

Resources  Vibrant Club Assessment  Club Self Assessment

Resources In person  Community Expertise Professional who works to turn around struggling organizations/ businesses  Your Rotary Coordinator

Zone 24W Coordinator Team Gayle Knepper Jackie Hobal Overall CoordinatorAsst Coordinator D2225, D5040 Liaison D5060, D5360 Liaison Dave Stambaugh Al Bergsma Asst Coordinator D5010, D5050 Liaison D5370, D5550 Liaison Send best practices, ideas and samples for sharing

Rotary Coordinators Zone 24E/32 Lynda Ryder Karien Ziegler Zone 24EZone 32

Resources Workshops Zone Pre-Institute Toronto – October 15 Public image, membership & engagement, training, The Rotary Foundation, youth programs, future leaders and more

Webinars RI & Zone Search “webinars” Topics from membership and service to leadership and Club Central. Zone 24 West One Rotary: Building Highly-Effective Clubs November :00 pm PST/7:00 pm EST

Thank you for joining us today!