D Pacific Northwest Division of R.L.I. RLI – Part 1 – 2016 Rev 1.1

D Pacific Northwest Division of R.L.I. RLI – Part 1 – 2016 Rev 1.1 Welcome to the Rotary Leadership Institute Part 1: The Rotarian Pacific Northwest Division District 5060

D Pacific Northwest Division of R.L.I. RLI – Part 1 – 2016 Rev 1.1 Rotary Leadership Institute Introduction to RLI

D Pacific Northwest Division of R.L.I. RLI – Part 1 – 2016 Rev 1.1 Introduction to RLI Goals of the Session Get Acquainted with Each Other Examine the Goals of RLI Review the Course Description Become Familiar with the RLI Reference Materials

D Pacific Northwest Division of R.L.I. RLI – Part 1 – 2016 Rev 1.1 Self Introductions 1. Name 2. Club 3. Classification 4. Position in Rotary

D Pacific Northwest Division of R.L.I. RLI – Part 1 – 2016 Rev 1.1 Rotary Leadership Institute Insights Into Leadership

D Pacific Northwest Division of R.L.I. RLI – Part 1 – 2016 Rev 1.1 Insights into Leadership Goals of the Session Explore the Characteristics of Leadership Discuss what Motivates People in a Volunteer or Civic Organization Examine your own Leadership Style

D Pacific Northwest Division of R.L.I. RLI – Part 1 – 2016 Rev 1.1 Leadership Positions/Skills Rotary ClubProfessional PresidentBusiness Owner Committee ChairManager/Executive Board MemberCommunity Leader Other committee positions Differences???

D Pacific Northwest Division of R.L.I. RLI – Part 1 – 2016 Rev 1.1 Leadership Characteristics Your Role Curiosity and questions enable leaders to bring out the best in others; to find solutions through others. Bringing out the best in others is your job.

D Pacific Northwest Division of R.L.I. RLI – Part 1 – 2016 Rev 1.1 Leadership Characteristics What characteristics are needed for leaders in business or in Rotary? Are they the same or are there differing demands?

D Pacific Northwest Division of R.L.I. RLI – Part 1 – 2016 Rev 1.1 Leadership Styles Participative – involve others Situational – flexibility Transactional – compliance of followers Transformational – inspirational Servant – ethics based

D Pacific Northwest Division of R.L.I. RLI – Part 1 – 2016 Rev 1.1 Born or Taught?

D Pacific Northwest Division of R.L.I. RLI – Part 1 – 2016 Rev 1.1 Small-Group Exploration Discuss situations in Rotary where you have observed either (1) excellent leadership, or (2) poor/absent leadership. Select 3-6 characteristics your group feels are most important to Rotary leadership Select 1 person in your group to report

D Pacific Northwest Division of R.L.I. RLI – Part 1 – 2016 Rev 1.1 Motivation of People How do you excel at work and at Rotary? Is there a difference in motivation factors? Does a Rotary Club President stand out for you as a great leader? What significant differences are there between strong and weak club leaders?

D Pacific Northwest Division of R.L.I. RLI – Part 1 – 2016 Rev 1.1 Collaborative Leadership Visioning Team Building Openness to environments of ambiguity (no clear “right” answer) and exploration Courage to address tensions as they arise Willingness to practice Leadership Listening

D Pacific Northwest Division of R.L.I. RLI – Part 1 – 2016 Rev 1.1 What is your leadership style? Hopefully, evolving—something to be explored as we move through this program

D Pacific Northwest Division of R.L.I. RLI – Part 1 – 2016 Rev 1.1 Insights into Leadership Summary of Session Goals Explore the characteristics of Leadership Discuss what motivates people in a Volunteer or Civic organization Examine your own Leadership style The best leaders are great followers!

D Pacific Northwest Division of R.L.I. RLI – Part 1 – 2016 Rev 1.1 Rotary Leadership Institute My Rotary World

D Pacific Northwest Division of R.L.I. RLI – Part 1 – 2016 Rev 1.1 My Rotary World Goals of the Session Discuss the Purpose of Rotary Understand the structure of the Organization Discuss how the structure helps me as a Rotarian

D Pacific Northwest Division of R.L.I. RLI – Part 1 – 2016 Rev 1.1 The Object of Rotary The Object of Rotary is to encourage and foster the ideal of service as a basis of worthy enterprise and, in particular, to encourage and foster:

D Pacific Northwest Division of R.L.I. RLI – Part 1 – 2016 Rev 1.1 The Object of Rotary Service Ethics Fellowship World Peace

D Pacific Northwest Division of R.L.I. RLI – Part 1 – 2016 Rev 1.1

D Pacific Northwest Division of R.L.I. RLI – Part 1 – 2016 Rev 1.1

D Pacific Northwest Division of R.L.I. RLI – Part 1 – 2016 Rev 1.1 What does RI require of clubs? MEMBERSHIP IN ROTARY INTERNATIONAL While Rotarians are members of their Rotary clubs, Rotary International’s membership consists of Rotary clubs. Rotary clubs are required to adopt the Standard Rotary Club Constitution.

D Pacific Northwest Division of R.L.I. RLI – Part 1 – 2016 Rev 1.1 The Rotary District Why do we have districts? What does a District Governor do? What about Assistant Governors?

D Pacific Northwest Division of R.L.I. RLI – Part 1 – 2016 Rev 1.1 RI Zone 24

D Pacific Northwest Division of R.L.I. RLI – Part 1 – 2016 Rev 1.1 The RI Strategic Priorities & Goals

D Pacific Northwest Division of R.L.I. RLI – Part 1 – 2016 Rev 1.1 R.L.I.  Training  R.L.I. RLI Coordinators Club Club website Secretary, president, committee chair District District Directory Your area AG Administrative AG – Rotary International Rotary Foundation contact center Google!

D Pacific Northwest Division of R.L.I. RLI – Part 1 – 2016 Rev 1.1 My Rotary World Summary of Session Goals Discuss the purpose of Rotary Understand the Organization Structure Describe how the structure helps me as a Rotarian

D Pacific Northwest Division of R.L.I. RLI – Part 1 – 2016 Rev 1.1 Ethics – Vocational Service Rotary Leadership Institute

D Pacific Northwest Division of R.L.I. RLI – Part 1 – 2016 Rev 1.1 Ethics - Vocational Service Goals of the Session How should the Guiding Principles of Rotary strengthen me in my vocation? How can Rotarians promote the 4-Way Test in their community and professional life, in all stages of life? How can I promote Rotary and Rotary ideals within my vocation? How do I make my vocation useful to Rotary?

D Pacific Northwest Division of R.L.I. RLI – Part 1 – 2016 Rev 1.1 The Second Object of Rotary High ethical standards in business and professions, the recognition of the worthiness of all useful occupations, and the dignifying of each Rotarian's occupation as an opportunity to serve society

D Pacific Northwest Division of R.L.I. RLI – Part 1 – 2016 Rev 1.1 Rotary Object 2: 1 st Part High ethical standards in business and professions What are some examples? How can we, as Rotary leaders, promote such standards in our workplaces and community?

D Pacific Northwest Division of R.L.I. RLI – Part 1 – 2016 Rev 1.1 Rotary Object 2: 2 nd Part The recognition of the worthiness of all useful occupations What does it mean to recognize useful occupations? How do we do this as individuals? In our clubs?

D Pacific Northwest Division of R.L.I. RLI – Part 1 – 2016 Rev 1.1 Rotary Object 2: 3 rd Part The dignifying of each Rotarian's occupation as an opportunity to serve society How do we as individuals dignify each Rotarian’s occupation, emphasizing opportunities to serve society? In our clubs?

D Pacific Northwest Division of R.L.I. RLI – Part 1 – 2016 Rev 1.1 Rotary’s Guiding Principles The 4-Way Test The Object of Rotary The Rotary Code of Conduct The Five Avenues of Service

D Pacific Northwest Division of R.L.I. RLI – Part 1 – 2016 Rev 1.1 The 4-Way Test

D Pacific Northwest Division of R.L.I. RLI – Part 1 – 2016 Rev 1.1 Small-Group Exploration In your groups, explore the following questions. Select someone to share your responses with the larger group. How can leaders speak the truth without alienating others? In our clubs? How are truthful, fair environments created and sustained? Same for our clubs?

D Pacific Northwest Division of R.L.I. RLI – Part 1 – 2016 Rev Avenues of Service Club Service Vocational Service Community Service International Service Youth Service

D Pacific Northwest Division of R.L.I. RLI – Part 1 – 2016 Rev 1.1 January 2016 is Rotary Vocational Service Month

D Pacific Northwest Division of R.L.I. RLI – Part 1 – 2016 Rev 1.1 What does Your Club Do? Some examples… Career Days College Fairs & Shadow Programs Assisting Colleges & Post Graduate Programs Assisting Vocational Study Programs Counseling Students to Attend Post-High School Study Programs Conducting “Ethics in Business” Events

D Pacific Northwest Division of R.L.I. RLI – Part 1 – 2016 Rev 1.1 Your Leadership Challenge: Ethics and Vocational Service Use the Guiding Principles of Rotary in your own vocation Promote the 4-Way Test in your community, profession, and all stages of your life Promote Rotary and Rotary ideals in your vocation Make your vocation useful to Rotary

D Pacific Northwest Division of R.L.I. RLI – Part 1 – 2016 Rev 1.1 Ethics & Vocational Service Summary of Session Goals How should the Guiding Principles of Rotary strengthen me in my vocation? How can Rotarians promote the 4-Way Test in their community and professional life, in all stages of life? How can I promote Rotary and Rotary ideals within my vocation? How do I make my vocation useful to Rotary?

D Pacific Northwest Division of R.L.I. RLI – Part 1 – 2016 Rev 1.1 Rotary Leadership Institute Foundation 1 – Our Foundation

D Pacific Northwest Division of R.L.I. RLI – Part 1 – 2016 Rev 1.1 Foundation 1: Our Rotary Foundation Goals of the Session Understand the Basic Goals, Programs & Financing of our Rotary Foundation Discuss the Importance & Value of our Rotary Foundation to your club Discuss the need for each Rotarian to make TRF their charity of choice

D Pacific Northwest Division of R.L.I. RLI – Part 1 – 2016 Rev 1.1 What is a foundation? Examples? Advantages? What is the Rotary Foundation?

D Pacific Northwest Division of R.L.I. RLI – Part 1 – 2016 Rev 1.1 OUR Foundation Mission of The Rotary Foundation To enable Rotarians to advance world understanding, goodwill, and peace through projects that improve health, support education, and help alleviate poverty. To Do Good in the World!

D Pacific Northwest Division of R.L.I. RLI – Part 1 – 2016 Rev 1.1 Humanitarian Programs of The Rotary Foundation Global Grants District Grants Packaged Grants * PolioPlus as of July 2014 the Trustees discontinued Packaged Grants from the Funding Model. Approved ones are being allowed to expire. These girls show their fingers marked with indelible ink after receiving the oral polio vaccine funded by Rotary International - Addis Ababa, Ethiopia - October 2002.

D Pacific Northwest Division of R.L.I. RLI – Part 1 – 2016 Rev 1.1 Disease Prevention & Treatment Peace & Conflict Prevention/Resolution Water & Sanitation Maternal & Child Health Basic Education & Literacy Economic & Community Development

D Pacific Northwest Division of R.L.I. RLI – Part 1 – 2016 Rev 1.1 The Benefits to Rotary… Fourth Object of Rotary The advancement of international understanding, goodwill, and peace through a world fellowship of business and professional persons united in the ideal of service.

D Pacific Northwest Division of R.L.I. RLI – Part 1 – 2016 Rev 1.1 Small Group Exercise Discuss programs or projects that your club has participated in, funded in part by TRF. Report to the group.

D Pacific Northwest Division of R.L.I. RLI – Part 1 – 2016 Rev 1.1 Educational Programs of The Rotary Foundation Rotary Centers for International Studies in Peace & Conflict Resolution- Rotary World Peace Fellows Rotary Peace & Conflict Studies Vocational Training Teams (VTT) Scholarships (Global & District)

D Pacific Northwest Division of R.L.I. RLI – Part 1 – 2016 Rev 1.1 TRF - the Funding mechanics Three main funds –

D Pacific Northwest Division of R.L.I. RLI – Part 1 – 2016 Rev 1.1 TRF Recognition Sustaining Member Paul Harris Fellow Paul Harris Society Major Donor Benefactor Bequest Society Arch Klumph Society EREY

D Pacific Northwest Division of R.L.I. RLI – Part 1 – 2016 Rev 1.1 OUR Foundation Summary of Goals of the Session Understand the Basic Goals, Programs & Financing of our Rotary Foundation Discuss the Importance & Value of our Rotary Foundation to your Club Need for each Rotarian to make TRF their charity of choice

D Pacific Northwest Division of R.L.I. RLI – Part 1 – 2016 Rev 1.1 Engaging Members Session Goals Explore why members stay, why they leave Discuss membership development Become familiar with the Five Steps for effective member engagement

D Pacific Northwest Division of R.L.I. RLI – Part 1 – 2016 Rev 1.1 An exercise… Split group in ½ First group is a Rotary club in 1977! Second group is a Rotary club today. Explore ways to engage members in your club, compare ideas.

D Pacific Northwest Division of R.L.I. RLI – Part 1 – 2016 Rev 1.1 July 1, July 1, July 1, July 1, July 1, July 1, Dec 1, Net Loss 150 For example, our District 5060…

D Pacific Northwest Division of R.L.I. RLI – Part 1 – 2016 Rev 1.1 *** 363,743 as of 1 Jan 2016 *** North America

D Pacific Northwest Division of R.L.I. RLI – Part 1 – 2016 Rev 1.1 We have a membership challenge!

D Pacific Northwest Division of R.L.I. RLI – Part 1 – 2016 Rev 1.1 Siegel & Gale

D Pacific Northwest Division of R.L.I. RLI – Part 1 – 2016 Rev 1.1 Two key questions: 1.Why did you JOIN Rotary? 1.What is the main reason you STAY with Rotary? Siegel & Gale Survey

D Pacific Northwest Division of R.L.I. RLI – Part 1 – 2016 Rev 1.1 Why Join? To positively Impact my community 35.5% For friendship 30.0% Networking opportunities 18.7% Personal & professional recognition 4.3% Training opportunities 3.3% To have positive impact globally 8.2%

D Pacific Northwest Division of R.L.I. RLI – Part 1 – 2016 Rev 1.1 Why Stay? To positively Impact my community 35.5%36.1% For friendship 30.0%38.4% Networking opportunities 18.7%5.2% Personal & professional recognition 4.3%2.3% Training opportunities 3.3%3.5% To have positive impact globally 8.2%14.5%

D Pacific Northwest Division of R.L.I. RLI – Part 1 – 2016 Rev 1.1 Key Points – From Siegel & Gale Local Impact Friends and Contacts Vocation - Value Me & My Work Leaders to Work With

D Pacific Northwest Division of R.L.I. RLI – Part 1 – 2016 Rev 1.1 Ponder this… Who Are Our Customers? Members

D Pacific Northwest Division of R.L.I. RLI – Part 1 – 2016 Rev 1.1 What Our Customers Want Local Impact Friends and Contacts Vocation - Value Me & My Work Leaders to Work With

D Pacific Northwest Division of R.L.I. RLI – Part 1 – 2016 Rev 1.1 Why They Leave? If you do nothing... 15% will leave Cut This 50%

D Pacific Northwest Division of R.L.I. RLI – Part 1 – 2016 Rev Steps to Retention 1.Orientation

D Pacific Northwest Division of R.L.I. RLI – Part 1 – 2016 Rev Orientation 2.Induction (make it personal) 5 Steps to Retention

D Pacific Northwest Division of R.L.I. RLI – Part 1 – 2016 Rev 1.1 Meet Mary Smith’s Family Induction exercise…

D Pacific Northwest Division of R.L.I. RLI – Part 1 – 2016 Rev Orientation 2.Induction (make it personal) 3.Friends (#1 reason for staying) 5 Steps to Retention

D Pacific Northwest Division of R.L.I. RLI – Part 1 – 2016 Rev Orientation 2.Induction (make it personal) 3.Friends (#1 reason for staying) 4.Involvement opportunities 5 Steps to Retention

D Pacific Northwest Division of R.L.I. RLI – Part 1 – 2016 Rev Orientation 2.Induction (make it personal) 3.Friends (#1 reason for staying) 4.Involvement opportunities 5.Add Rotary knowledge 5 Steps to Retention

D Pacific Northwest Division of R.L.I. RLI – Part 1 – 2016 Rev 1.1 Local Impact Friends and Contacts Vocation - Value Me & My Work Leaders to Work With What Our Customers Value

D Pacific Northwest Division of R.L.I. RLI – Part 1 – 2016 Rev 1.1 Engaging Members Session Goals Explore why members stay, why they leave Discuss membership development Become familiar with the Five Steps for effective member engagement

D Pacific Northwest Division of R.L.I. RLI – Part 1 – 2016 Rev 1.1 Rotary Leadership Institute Creating Service Projects

D Pacific Northwest Division of R.L.I. RLI – Part 1 – 2016 Rev 1.1 Service Projects Goals of the Session Learn to identify, plan, organize and implement a service project in your club Develop a business plan for your service project Learn how to evaluate the success of your project.

D Pacific Northwest Division of R.L.I. RLI – Part 1 – 2016 Rev 1.1 Service Project Questions 1. Can a Rotary club do anything to help? 2. If so, what can Rotarians do “hands on” to help? 3. How much funding is required? Fundraising? 4. How can the project be designed? What is needed? 5. Will the project generate good publicity for the club? 6. Can the members be "sold" on the project? 7. Is this a one-year project or a continuing project? 8. What other community resources are available or what other organizations should be involved? 9. What are the steps necessary to move forward?

D Pacific Northwest Division of R.L.I. RLI – Part 1 – 2016 Rev 1.1 Small groups… Project Plan Each group to develop a business plan for a service project from the list on SP- 2 (as per facilitator instructions).

D Pacific Northwest Division of R.L.I. RLI – Part 1 – 2016 Rev 1.1 Service Projects Summary of Session Goals Learn to identify, plan, organize and implement a service project in your club Develop a business plan for your service project Learn how to evaluate the success of your project

D Pacific Northwest Division of R.L.I. RLI – Part 1 – 2016 Rev 1.1 What’s Next??