ROTARY CLUB CENTRAL - GOAL SETTING

ROTARY CLUB CENTRAL - GOAL SETTING
YOUR SUPPORT FROM ROTARY ROTARY CLUB CENTRAL - GOAL SETTING Hello D9780 presidents elect! It’s a pleasure to be here with you this Saturday afternoon at this multi district PETS. In this session I wanted to talk to you how to enter you club goals for your year using Rotary Club Central. My name is Barbara Mifsud and I am part of your Club and District Support team from the Rotary International office in Parramatta. I’ve been with the Parramatta office for 5 years now and one of my main responsibilities is to support Rotarians who use the on-line tools. Our office is passionate about the on-line tools that are available. There is a such a wealth of information of information waiting for you to discover. And the tools are continually being fine tuned in order to make them more useful and easier to use. 7 September 2016

ROTARY CLUB CENTRAL – GOAL SETTING
TOPICS General overview Goals and achievements Benefits Presidential Citation In this session today I wanted to: Provide a general overview – what Rotary Club Central is and how to find it, who can access it We’ll look at the different types of goals and achivements within three broad areas and we’ll have a go at setting a few goals. We’ll talk about the benefits of using Rotary Club Central for both you as presidents and Rotarians in general And then we’ll also touch on how the Presidential Citation intersects with your goals on Rotary Club Central

TOPIC General overview Membership Service Foundation giving Let’s start with a general overview. Rotary Club Central is the on-line tool that helps you to set, track and achieve your goals within three key performance areas – membership, service and Foundation giving. To access it you need to log into your My Rotary account.

www.rotary.org ROTARY.ORG
To do that you need to go to : Then click on ‘My Rotary’ on the top right hand corner.

MY ROTARY Once you see the My Rotary home page, click on ‘Sign in/register’. This will bring up the sign in page, enter in your My Rotary login address and your password.

Once you are in My Rotary, there a number of ways to get Rotary Club Central. You can go to Manage and then under the Club & District Administration section go to ‘Rotary Club Central’. Or, you can go to Take Action, and under Develop Projects, got ‘Rotary Club Central’.

Or you get to there from your Club Snap shot or the on-line tools box if you scroll further down on the landing page

When you click on the link, a new window or page will pop up, depending on your web browser. Once you are in you will, this is what you will see. Notice that there are three different tabs. These three tabs roughly align with the three key performance areas of Membership, service and Foundation giving. You should automatically land on the ‘Your Club’ tab. (click) Depending on which tab you have selected, you’ll notice that the information below and to the side will be effected. Let’s look at the typical layout. Generally for each of the three tabs, you’ll find a brief description of what the goals in that tab are about. Scrolling down, you’ll see the heading ‘trends’, which gives information about what’s happened over the last five years in graph and table form. From there you can also run a number of reports. On the Your club tab, for example you can run reports about gender and age. Then scrolling further down you’ll see the heading ‘Goals and Progress’. You will see further goal sub headings, followed by the actual goals. The other thing that you will notice is that there are three tabs to do with the years. You’ll see tabs for the past year, the current year and the coming year. If you are going to set your goals for your year, you’ll need to click on the tab. Once you do that, wait the page to refresh and then scroll down. You should now see that you are able to edit the goals. You’ll see a little pencil button, while previously you would have only seen ‘view’. As an incoming president, you will be able to set and edit goals for your year only. You will be able to see the goals and achievements for the previous year and current year but you cannot edit them.

EDIT GOALS AND ACHIEVEMENTS President Secretary Treasurer Membership chair Foundation chair FOR THEIR YEAR Who can set and edit and the goals and achievements? You as club president as well as your other club officers as reported in the RI database. You can only do this for your year meaning if you are president for , you will only be able to edit goals and achievements in the tab. You’re able to set your goals for now. In fact you can do that 1 year prior to you taking office. You also be able to edit your goals and achievements up to one year after. Your assistant governor and your district governor will also be able to edit goals and achievements on your behalf, however you will receive an to say this has occurred.

VIEW GOALS AND ACHIEVEMENTS All club members FOR ALL YEARS Who can view your club’s goals and achievements? All of your club members registered for My rotary can view goals and achievements for the previous year, current year and coming year. They cannot edit any of the goals or achievements.

TOPIC Goals and achievements Now let’s look at the types of goals and achievements, as well as look at setting a few of the goals in the different categories.

TYPES OF GOALS Number Percentage or number Yes/No $ As you work your way through setting your goals, you will see that there are different types of goals and ways for you to input your goals. For example some goals will ask you to put in a number – for example with your membership goal, you might say that you want to see 25 members at the end of your year. Therefor you’ll input a number. Some goals may ask you to input in a percentage or a number. For example, how many members do you want to see participating in club service activities? You might want to enter in 100% or you enter in the number 20, if your club has 20 members. Some goals will require you to enter in a ‘yes’ or a ‘no’. For example, does your club presently have a strategic plan? You will need to enter in a ‘yes’, yes we do have one or ‘no’, no we don’t presently have one but that is one of our goals. Other goals will ask you to put in a dollar value. For example, with the annual fund goal, you will have to say how much money your club aims to donate to the Foundation in your year.

TYPES OF ACHIEVEMENTS Tracked automatically Self reported There two types of achievements. Those that are tracked automatically via Rotary International data. Membership and Foundation giving are tracked automatically. Then there are achivements that are self reported. For example, you will need to enter in manually that your club has had 3 media stories covering your club projects in your year. There is no mechanism for Rotary International to track this automatically.

Let’s now look at the three broad goals areas as well as some of the goals themselves So as I mentioned there are three broad areas of goals – they are ‘your club’, ‘service’ and ‘foundation giving’, as per the top tabs. Let’s start with the You Club tab. You’ll see that the sub sections are: Membership Rotarian engagement Club communication. Public Relations. Let’s look at Membership first. So to set the goal, click on edit. Here you’ll see some information about the goal at the top of the screen. You’ll see the 1 July start figure. That will be populated at the start of the Rotary year. The you’ll see the current members. And then you will need to enter in the total amount of members you want to end up with at the of the end of year. So that would include current and future members. So if you’re club’s got 30 members and you want to add 2 members, you’d enter in 32. Then you would hit save. The achievement for this goal will be populated automatically, as membership is linked to RI data.

So let’s look at Rotarian Engagement. So again we would click on the edit button. Then you will see the goals under that sub heading. You can see goals such as ‘Members participating in club service activities’, ‘Members sponsoring new Rotarians’. Let’s take the first one, ‘Members participating in club service activities’. So you’ll see the number of current members you have. In this example there are 30. Then you can set the goal. Here you can set a % or a number. I’ve put in 50% and you’ll see that the goal automatically populates to 15 and vice versa. Then I hit save. This achievement for this goal is different to membership goal as it is self reported. So at the end of the Rotary year, I would go back in and report the number of members that actually participated in club service activities. Our club did much better than I expected and so I enter in 30, as 30 members participated in service activities. And then I hit save.

So let’s go and look at Club Communication. So again we would click on the edit button. Again you’ll see the list of the actual goals. Let’s take the first one ‘Our club has a strategic plan’. This goal is a ‘yes’ ‘no’ goal. I’m going to say that yes, currently our club has a strategic plan. So I will choose this from the drop down box. This achivement is another self reported one. So to save myself a little bit of time at the end of the Rotary year, I am going to choose ‘yes’ from the dropdown in the achivement section. Then I’m going to hit save.

Let’s now go and have a quick look under the ‘Service’ tab. There are three sub headings: Service Projects and Activities Clubs for Young Leaders - which includes Rotaract and Interact clubs Youth program participants – which includes Youth Exchange and RYLA participants I won’t go through all of those, but I do want to show you service project and activities. So let’s click on edit. So you will see here, that you need to add a goal for the total number of service projects or activities that your club is going to to undertake. So I have entered in the number 2, our club will have 2 club service projects. Then you need to enter in the details of the service projects. So under 1, I’m going to give the project a name. Then in the summary I’m going to write what the market is about. Then I need to click on ‘Expand Project View’.

This gives the opportunity to document what some of the projected resources for the service activity are. I’m going to say that we are going to have 10 volunteers working on the Sunday market. They are going to work 8 hours each week, so that’s a total of 4160 volunteer hours and we are going to raise $10,000. By clicking on the little details hyperlink, I can enter in that was a fundraiser for polio and the we partnered with our local Rotaract club. Remember to hit save. Again, this is another self reported achievement. That means at the end of the year, or whenever the project is completed, I come back and I fill in the actual resources used: So the actual number of volunteers was 20, with 8320 volunteer hours, and we actually raised 20,000. I then tick ‘Achieved’ and then hit ‘Save’. Once I do that, when I scroll back up to the top of the project I will see that they achieved button is marked in green and you have the option to share it on Rotary Showcase. Rotary Showcase is an on-line tool for projects. You also have the option to import projects that you have already entered in Rotary Showcase to Rotary Club Central. This means you don’t have to enter the data twice.

And lastly lets look at the Foundation Giving tab: You’ll see sub headings of: Annual Fund Polio Plus Fund Major Gifts and Endowment fund. Again, we aren’t going to look at all them, so let’s take the first one, the Annual Fund. This goal has been simplified. Now you will see the 5 year high contribution as a bench mark. So they are encouraging you to beat your 5 year best. And then you will add your club’s goal. That will be the total contribution that your club hopes to make by the end of the year. So I’m going to put in USD. Then I’m going to hit save. The achievement will automatically populate, as this linked to RI data. OK, so that was an introduction to the types of goals and achievements and some examples of how to enter them.

One thing that we haven’t talked about but I did mention briefly are these options here on the left hand side. There are a number of different views which you can click on when you are in each of the three key goal tabs. Club view is the default view. It’s highlighted on black. However you can access statistics, goals and progess for not only your own club but your club cluster, your district and the whole world. You can also generate a number of different reports here as well as look for additional resources. This available to not only you as club president but to every Rotarian.

TOPIC Benefits of Rotary Club Central

ROTARY CLUB CENTRAL - GOAL SETTING
Centralises information Supports continuity in leadership Encourages transparency and ownership Showcases and quantifies the important work the im that Rotary clubs do worldwide A lot of the times, we get the asked the question – why should I use Rotary Club Central? There are number or significant advantages. Firstly it centralises information. You can access a whole range of information and reports about your club all in the one place. You can find out about membership, Foundation giving, projects etc. It also supports continuity in leadership. You can see what goals the club had set in previous years and if they achieved them or not. You can then use that background information to help nuture the club and lead them in the right direction. It is available to all Rotarians that have an account with My Rotary. In this way all members of a club are able to see their club’s statistics and goals. This creates transparency and it also encourages ownership of goals by all club members. And lastly it showcases the important work that Rotary clubs do worldwide. Beforehand there was no vehicle to show what clubs were doing on a world wide scale, nor to quantify it. [click]

PRESIDENTIAL CITATION
TOPIC Presidential Citation Lastly I wanted to talk briefly how the Presidential Citation intersects with Rotary Club Central. It does this in a number of ways.

So as you are most likely aware every year, the incumbent RI president sets a number of goals and activities for clubs to achieve in order to be awarded the Presidential Citation. What these goals and activities are, changes from year to year depending on the strategic focus of the RI president at that time. To qualify, clubs must complete a number of mandatory and additional activities in several categories. So the Presidential Citation is also another type of goal setting tool. As you may know, The Rotary year, was the first time that the Presidential Citation was tracked on-line. That means that the District Governor no longer has to sign off manually on which clubs they believe have achieved the Presidential Citation. So it is more transparent, accurate and easier to track.

Because the citation is now tracked on-line, RI introduced the Presidential Citation dashboard so that club and district leaders could automatically see how they were going at any time during the year and see how close they were to achieving the Presidential Citation. Once the new Rotary year begins, you will be able to view the Presidential Citation dashboard for your club. To do this, you’ll need to log in to My Rotary. Click on Manage, and then under Club & District Administration, go to Reports.

Scrolling down to ‘Club Reports’ you’ll see the heading ‘Awards’ and then ‘Presidential Citation’. Click on ‘View Rotary Club report’. Then click on ‘Presidential Citation dashboard’:

Here you can see how your club is progressing towards achieving the citation. The ones in red, are activities or goals that your club is still yet to complete, the ones in green are the ones that have been completed. Here you can clearly see if your club qualifies for the Presidential Citation or not, or how close you are to achieving it. Most activities will be verified automatically through Rotary International’s data. But some will be verified only by the information that you self report in Rotary Club Central. Rotary Club Central for those that aren’t familiar is RI’s on-line goal setting tool. For example, your year’s mandatory activities of setting 10 goals in Rotary Club Central and paying your dues on time, is tracked automatically. Other activities such as getting local media to cover an outstanding service project needs to be self reported.

On the Presidential Citation brochure you will see which activities need to be self reported. It will say ‘Report in Rotary Club Central’. There is a separate section in Rotary Club Central specifically for self reporting the completion of these activities.

These are located in the service tab. At moment you can only see them on the tab. The self reported goals for haven’t been uploaded as yet but they will be there come the start of the Rotary year.

Questions & comments Thanks for your patience and wishing you all the best for the rest of the training and during your year as president!

ROTARY CLUB CENTRAL - GOAL SETTING

Similar presentations

Presentation on theme: "ROTARY CLUB CENTRAL - GOAL SETTING"— Presentation transcript:

Similar presentations

About project

Feedback

Log in

Auth with social network:

ROTARY CLUB CENTRAL - GOAL SETTING

Similar presentations

Presentation on theme: "ROTARY CLUB CENTRAL - GOAL SETTING"— Presentation transcript:

Similar presentations

About project

Feedback