Welcome to the Team Training Seminar for District 7490 District Team Training Seminar | 1 District 7490 Bonnie F. Sirower District Governor

District Team Training Seminar | 2 District 7490 RI Theme

District Team Training Seminar | 3 District 7490

Six Areas of Focus Literacy and Education Water and Sanitation Entrepreneurial Projects Maternal & Child Health Disease Prevention Peace and Conflict resolution District Team Training Seminar | 4 District 7490

Role of the District Governor Organize new clubs Strengthen existing clubs Promote membership growth by working with district leaders and clubs to establish club membership goals. Support the Rotary Foundation through program participation and financial contributions. District Team Training Seminar | 5 District 7490

Role of the District Governor Organize new clubs Strengthen existing clubs Promote membership growth by working with district leaders and clubs to establish club membership goals. Support the Rotary Foundation through program participation and financial contributions. District Team Training Seminar | 6 District 7490

Role of the District Governor Visit each club (sometimes multiple clubs) to: Focus importance on Rotary issues Provide special attention to weak clubs Motivate Rotarians to participate in service activities Personally recognize the outstanding contributions of individual Rotarians. District Team Training Seminar | 7 District 7490

Role of the District Governor Promote cordial relations among clubs and between the clubs and RI Plan for and preside at the District Conference Issue a monthly letter to the clubs Reporting to RI as required District Team Training Seminar | 8 District 7490

Role of the District Governor The buck stops here. Please, no kvetching. Problems? Just pick up the phone and call, text or e- mail if you have a problem, we can always find another way to do things. Together, we can accomplish great things. District Team Training Seminar | 9 District 7490

Role of the Chief of Staff Oversees all AG’s and Senior Mentor Advisors Presides at District Staff Meetings Receives regular reports monthly from above and analyzes them Collects all Planning Guides for Effective Rotary Clubs and shares with Governor. District Team Training Seminar | 10 District 7490

Role of the District Governor- Elect Oversees Club Service Activities and Goals Works with AG’s and SMA’s, plus Membership Committee to strengthen clubs Leads seminars on membership Plans PETS, pre-PETS, District Assembly preceding his year Selects conference site for his year District Team Training Seminar | 11 District 7490

Role of the District Governor- Nominee Begin to prepare for role as Governor Serve as liaison to NJ State-wide Vocational Assembly Select a site for District Conference for his year Attend leadership skills training (RLI) District Team Training Seminar | 12 District 7490

Role of the District Secretary Prepares clubs for Governor’s visits through and mail Takes notes and photographs at each visit Oversees attendance chair and “scribe” to ensure that all information goes to RI. Collects Presidential Citations, information on Directories, e tc. District Team Training Seminar | 13 District 7490

Role of the District Treasurers Work with Trainer Joe Laureni and DG Bonnie Sirower to prepare budget Set up procedures for purchase orders, reimbursement of expenses Create regular reports re budget including P&L statements and Balance Statements. District Team Training Seminar | 14 District 7490

Role of the District Treasurers Write checks to all vendors for district and keep track of all income and expenses Ensure clubs’ compliance with RI and district dues, filing of 990 forms for clubs and District Train club treasurers on reporting procedures and dues payment. District Team Training Seminar | 15 District 7490

District Team Training Seminar | 16 District 7490

How Committees Should Work Chairs recruit a committee for each task Each committee comes up with goals Goals must be SMART! Specific, measurable, achievable, realistic, time- tabled. Committees should meet at least once a quarter Delegate and have a back-up person District Team Training Seminar | 17 District 7490

Preliminary Meeting Schedules PETS (March 23-24) at the Hanover Marriott in Whippany AG’s and Club Presidents –Elect AG’s will meet with assigned clubs on Saturday to start planning for the year. District Team Training Seminar | 18 District 7490

District Assembly Saturday, April 28 at 8:30 am in the Tech Building at Bergen Community College Presidents-Elect Approve Budgets Special Training for Secretaries and Treasurers Website Training for all District Team Training Seminar | 19 District 7490

District Meeting Schedules/Formats District Staff Meetings will be held the first Monday of each month (except September and October at the Holiday Inn in Hasbrouck Heights What would group like to see at District Meetings? District Team Training Seminar | 20 District 7490

Seating to avoid cliques – attendees choose colored paper and sit at that table Should we have discussions like this year? Show and Tell? Review programs? District Team Training Seminar | 21 District 7490 District Meeting Schedules/Formats

By 8 pm, general Staff meeting will be over. It will be followed by ½ hour meeting once every quarter for the following groups: 1)Assistant Governors/Senior Mentor Advisors) and Club Service 2)Service Groups: Vocational, New Generations, Community Service 3)International Service/ The Rotary Foundation District Team Training Seminar | 22 District 7490 District Meeting Schedules/Formats

At each meeting, the Chairs who belong to that group will review goals and progress towards them Enlist support from others on District Staff Re-assess goals when necessary District Team Training Seminar | 23 District 7490 District Meeting Schedules/Formats

Communications Plans District Directory Bi-weekly ed bulletin (with some mailed) Monthly newsletters ed with some mailed Two websites – one for District 7490 and one outward facing (with District 7470) to attract potential new Rotarians Social media – Facebook pages District Team Training Seminar | 24 District 7490

Bi-weekly bulletin Pro-active (before the fact) (Sherry Wilson) 1.What is going to happen in the District 2.What clubs have to accomplish in the next two weeks 3.Important news in the Rotary world 4.What club events are being held? District Team Training Seminar | 25 District 7490

District Directory On-line Directory will remain Smart Phone Directory for I-Phone, Droid, and Blackberry being developed by PDG Joe Laureni Printed Directory will be published by the end of June. We are printing only the number of directories that clubs tell us they need plus enough for District Staff and Club Presidents District Team Training Seminar | 26 District 7490

District Directory Peter Kikot, Chair Additional directories will be sold for $5 Cost for printing will likely be paid by from directory advertising Directory advertising very important All District Staff and Club-Presidents will have pictures both online and in printed irectory. District Team Training Seminar | 27 District 7490

District Team Training Seminar | 28 District 7490 Session 1: Role and Responsibilities

District Team Training Seminar | 29 District 7490 Define the role and responsibilities of assistant governors and senior mentor advisors. Identify important relationships at the club and district levels. List examples of effective goals (SMART) Apply the elements of an effective club to support Rotary clubs. Learning Objectives

District Team Training Seminar | 30 District 7490 Rotary Leaders District Leaders District governor District governor-elect District governor- nominee District committees Assistant Governors Senior Mentor Advisors Club Leaders Club presidents Club secretaries Club treasurers Club committee chairs Club-level trainers

District Team Training Seminar | 31 District 7490 Assist in developing district goals. Coordinate the governor’s official visit with clubs. Communicate clubs’ strengths, weaknesses, and progress toward goals. Attend district meetings. Participate in Rotary Foundation programs, events, and fundraising. Help develop future district leaders. Meet with incoming assistant governors to provide status updates on clubs’ strengths and weaknesses. District Responsibilities

District Team Training Seminar | 32 District 7490 Help presidents-elect develop effective goals. Visit clubs at least four times a year. Monitor the progress of each club’s service projects. Encourage club leaders to attend district meetings. Motivate clubs to follow through on the governor’s requests. Assist clubs in planning and scheduling the governor’s official visit and attend all related club assemblies. Coordinate training with the appropriate district committee. Club Responsibilities

District Team Training Seminar | 33 District 7490 Shared Measurable Challenging Achievable Time specific Effective Goals

District Team Training Seminar | 34 District 7490 Effective Clubs

District Team Training Seminar | 35 District 7490 Define the role and responsibilities of assistant governors. Identify important relationships at the club and district levels. List examples of effective goals. Apply the elements of an effective club to support Rotary clubs. Learning Objectives

District Team Training Seminar | 36 District 7490 Session 2: Working with Clubs

District Team Training Seminar | 37 District 7490 Identify the role of the assistant governor within the Club Leadership Plan. List ways you can help clubs operate effectively. Understand your administrative requirements in supporting clubs. Learning Objectives

District Team Training Seminar | 38 District 7490 Club Leadership Plan Develop long-range goals Set annual goals Conduct club assemblies Ensure clear communication Provide continuity in leadership Amend club bylaws to reflect practices Increase fellowship Ensure every club member is active Develop a training plan

District Team Training Seminar | 39 District 7490 Club Administration Membership Public Relations Service Projects The Rotary Foundation Club Committees

District Team Training Seminar | 40 District 7490 Before the start of the Rotary year, assistant governors should help clubs set annual goals. These goals should address elements of an effective club and should support the club’s long-range plans. Goals

District Team Training Seminar | 41 District 7490 Contains assessment and goal-setting sections for major areas of club operations Includes strategies to achieve goals May be revised throughout the year Planning Guide for Effective Rotary Clubs

District Team Training Seminar | 42 District 7490 Tool for district leaders to assess club effectiveness Final version serves as an official record of a club’s annual progress Based on the elements of an effective club Memo of Club Visit

District Team Training Seminar | 43 District 7490 Pays per capita dues to RI Meets regularly Ensures that members subscribe to appropriate magazines Implements service projects Accepts the visit of the governor or assistant governor Maintains appropriate liability insurance Minimum Standards for Clubs

District Team Training Seminar | 44 District 7490 Minimum Standards for Clubs (continued) Acts according to RI codes Pays dues without outside assistance Provides membership lists on time Resolves club disputes amicably Cooperates with district and RI by avoiding litigation

District Team Training Seminar | 45 District 7490 Assess a club’s progress toward goals and the strategies being used Suggest solutions to problems challenging the club Club Visit

District Team Training Seminar | 46 District 7490 Motivate members Review the CLP Discuss Rotary issues Focus on new and struggling clubs Recognize individual efforts Official Visit

District Team Training Seminar | 47 District 7490 Identify the role of the assistant governor within the Club Leadership Plan. List ways you can help clubs operate effectively. Understand your administrative requirements in supporting clubs. Learning Objectives

District Team Training Seminar | 48 District 7490 Break-Out Session A AG and Senior Mentor Advisors Role and Responsibilities

District Team Training Seminar | 49 District 7490 Define the role and responsibilities of district committees. Define the role and responsibilities of the district committee chair. Identify key relationships at the club and district levels. Learning Objectives

District Team Training Seminar | 50 District 7490 Provide support and guidance to clubs. Help establish district goals. Plan strategies to achieve club and district goals. Promote and attend district training meetings and the district conference. Manage communication between RI and the district on the committee’s area of focus. District Committees

District Team Training Seminar | 51 District 7490 District leaders District governor District governor-elect District governor- nominee Assistant governors Other district committees members Club leaders Club presidents Club secretaries Club treasurers Club committee chairs Club trainers Key Relationships

District Team Training Seminar | 52 District 7490 Effective Clubs

District Team Training Seminar | 53 District 7490 Define the role and responsibilities of district committees. Define the role and responsibilities of the district committee chair. Identify key relationships at the club and district levels. Learning Objectives

District Team Training Seminar | 54 District 7490 Session 2: Working with Clubs

District Team Training Seminar | 55 District 7490 Explain how district and club committees will work together under the Club Leadership Plan. Design a communication plan to ensure clubs are aware of how district committees can support them. Learning Objectives

District Team Training Seminar | 56 District 7490 Develop long-range goals Set annual goals Conduct club assemblies Ensure clear communication Provide continuity in leadership Amend club bylaws to reflect practices Increase fellowship Ensure every club member is active Develop a training plan Club Leadership Plan

District Team Training Seminar | 57 District 7490 Club Admin. Membership Public Relations Service Projects The Rotary Foundation Club Committees

District Team Training Seminar | 58 District 7490 * These district committees may work with more than one club committee. Finance District Conference* Membership Development Training* Extension Public Relations RI Convention* District Programs The Rotary Foundation Club Admin. Membership Public Relations Service Projects The Rotary Foundation District Committees

District Team Training Seminar | 59 District 7490 An effective communication plan considers: Each club’s needs Example of successful projects Available resources Working with Clubs

District Team Training Seminar | 60 District 7490 Examples of Rotarians in action — making differences in their clubs, their communities, and the world Committee goals and strategies to achieve them Links between club members and the committee Results from previous projects, plans, and discussions showing the committee’s work with clubs Elements of a Key Message

District Team Training Seminar | 61 District 7490 Create an outline of your presentation. Demonstrate how the information shared will address challenges. Begin with an example or vivid description. Be brief. Suggest ways that participants can access further information and take action. Involve your participants. Conclude by summarizing the main points. Presenting to Clubs

District Team Training Seminar | 62 District 7490 It takes eight hours of preparation to produce one good hour of presentation. Before the presentation, invest time to ensure it will increase Rotarian participation in activities related to the committee. 8:1 Ratio

District Team Training Seminar | 63 District 7490 Explain how district and club committees will work together under the Club Leadership Plan. Design a communication plan to ensure clubs are aware of how district committees can support them. Learning Objectives

District Team Training Seminar | 64 District 7490 Session 3: Resources

District Team Training Seminar | 65 District 7490 Identify resources available to support the work of clubs in the district. Advise clubs on how to access resources. Learning Objectives

District Team Training Seminar | 66 District 7490 District committee members District governor District governor-elect District governor-nominee Assistant governors Past district leaders District Resources

District Team Training Seminar | 67 District 7490 Club officers and other club members Past club leaders Spouses and family of club members Rotary partners in service (Rotaract, Interact, Rotary Community Corps) Club Resources

District Team Training Seminar | 68 District 7490 Community Resources

District Team Training Seminar | 69 District 7490 Other Resources

District Team Training Seminar | 70 District 7490 Identify resources available to support the work of clubs in the district. Advise clubs on how to access resources. Learning Objectives

District Team Training Seminar | 71 District 7490 Session 4: District Planning

District Team Training Seminar | 72 District 7490 Discuss the district’s goals for the coming year. Identify areas of concern in the district. Develop strategies to address concerns. Determine the roles of district leaders in addressing concerns. Learning Objectives

District Team Training Seminar | 73 District 7490 Increase membership by 10% Retain 90% of members Increase Rotary Foundation Giving by at least 10% throughout District Start at least one new club Ensure every club runs at least one hands- on community and one International Service Project District Goals

District Team Training Seminar | 74 District 7490 Thank you for attending the district team training seminar.