1. Rotary Club Central and Membership Reports

2. ROTARY CLUB CENTRAL –WHAT IS IN IT FOR ME?
See district membership trends
Evaluate club membership goal setting and progress
Keep track of club strategic planning
Access reports on membership development
As you know, Rotary Club Central went through a refresh last year.
The refresh was aimed at improving system performance and the user experience – making it easier for you to perform your work in the field.
In your role as an ARC, you can use RCC to track membership trends, including membership goal setting and progress; keep track of club strategic planning; and access your membership reports.

3. ROTARY CLUB CENTRAL: WHAT IS IN IT FOR THE CLUBS?
Makes it easier to set goals based on historical trends
At-a-glance look at current and historical club trends
Helps clubs plan and record service activities
Offers a one-stop-shop with reports and resources
In addition to learning how you will use RCC in your role, it is important to understand how RCC benefits clubs. As an ARC, you will serve as a key ambassador for the tool.
What are some benefits you have seen RCC bring to clubs?
So first, the refreshed Rotary Club Central, makes it easier for clubs to set intentional goals based on historic trends in their area.
It also offers an easily digestible dashboard for your own club, your club group, district, and region.
The Service Activity tab of Rotary Club Central also makes planning and recording service activities easier for clubs.
The reports and resources section also means that club leaders can conduct more of their club business directly from RCC.
Let’s dive into some of these benefits in greater depth.

4. ROTARY CLUB CENTRAL – DASHBOARD
-When you first log into my Rotary you will land on the dash board
-This gives you a snap shot of trends occurring in your club.
-You can assess membership, gender, age, and project participation and contribution trends from this page.

5. ROTARY CLUB CENTRAL – GOAL CENTER
-The goal center is where clubs can go to enter their goals and track progress.
-This is an area that has seen a lot of improvement since the refresh
-Only goals that clubs have elected to set will be displayed after the changes are saved
-Goals are broken down into the following categories: Members and engagement; Rotary Foundation Giving; Service; Young Leaders; Public Image; and Rotary Citation for those one-time goals reflected in the Citation
-There is also an “all” tab that will display all goal options.

6. ROTARY CLUB CENTRAL – GOAL CENTER
You can use the year selector across the top to see prior year goals or next year’s goals.
By clicking on Show goal details after each goal, you will see some more information on what the goal is intended to capture and a 5-year history of achievement in that category.

7. ROTARY CLUB CENTRAL – GOAL CENTER
This information will help club leaders set goals that are ambitious, but realistic.

8. ROTARY CLUB CENTRAL – GLOBAL VIEW
The global view lets you track overall goal setting by region, district, club group, as well as see an aggregate of goal setting globally.
As an ARC, you will likely be looking at your region as a whole as well as tracking the goal setting of the specific districts with which you work.
For both your region and the individual districts, you be able to see– out of the total number of clubs in your region – how many have set goals in each category as well as an aggregate of the goal and current rate of achievement.

9. ROTARY CLUB CENTRAL – GLOBAL VIEW
As an ARC, you have the ability to drill down into each of the districts in your region and each of the individual club groups in your districts.
If you want to drill deeper into the goal setting happening in one particular goal, you can select “view districts” next to the goal.
This will show you the aggregate membership goal for the districts and current rate of achievement.

10. ROTARY CLUB CENTRAL – GLOBAL VIEW
This will take you into a list of all the membership goals set in the region.
From here you can further drill down to see club goal setting.

11. ROTARY CLUB CENTRAL – SERVICE ACTIVITIES
The Service tab is where clubs track their Service projects
There are now three ways to add a service project. You can:
Add a new project
Repeat a past service project
Import a project from Rotary Showcase
These last two are going to be big time savers for clubs as they complete their service work.

12. ROTARY CLUB CENTRAL – SERVICE ACTIVITIES
The Service tab is also where clubs can track their contributions and service hours.
As you know, President Ian has been highlighting the importance of this for Rotary’s visibility and recognition in the community. I encourage you all to keep your clubs and districts focused on the importance of demonstrating Rotary’s impact on the world.

13. ROTARY CLUB CENTRAL – REPORTS AND RESOURCES
Rotary Club Central also houses key reports and resources to help you accomplish your club business.
This makes Rotary Club Central a hub for the work your clubs are doing on a daily basis.

14. ROTARY CLUB CENTRAL ADOPTION
You can turn to your regional leader’s workgroup to monitor adoption trends in your region.

15. MEMBERSHIP REPORTS
What are the top trends you track? What can our report data tell us about the health of Rotary and Rotary membership in your region?
Jen showed us some of the metrics we look at when we consider the overall health of a district and its membership. I thought we could start by talking about how you all are using membership data in your regions.

16. ACCESSING REPORTS
We will be looking at Membership reports These can be run in Club and District Administration or Rotary Club Central.
To access the “district picker” feature, be sure you are scrolling all the way down to Regional Reports. (CLICK)

17. MULTI-DISTRICT ACCESS
As an ARC, you will be able to run these reports for every district in your region.

18. REPORTS TO EXPLORE
Rotary offers a wealth of membership reports. If I leave you with anything, it would be to take some time and look at everything that the website offers. There are a lot of ways available to slice and dice your membership data and trend data is going to go a long way to rounding out the knowledge you already have of your districts.
However; in the interest of time, we are going to look at a few reports.

19. Member Viability and Growth Clubs in a District
REPORTS
Member Viability and Growth
Clubs in a District
Member Termination Profile
District Membership Progress to Goal
Does anyone have experience with the reports I have listed up here?

20. MEMBER VIABILITY AND GROWTH
-This report covers a 3 year span.
This makes it a great way to get a more stable sense of membership trends in a district.
The report breaks down new and existing members and new and existing member retention.
New members are defined as anyone who joined Rotary for the first time during the time period captured.
New members terminated is any of those new members who terminated at any point during that 3 year span. Therefore, if a member joined 1 July 2015 and terminated 30 June 2017, they would be counted in new members terminated.

21. MEMBER VIABILITY AND GROWTH & CLUBS IN A DISTRICT
I want to call your attention to some ways you can use two reports together.
The final club on your member viability and growth report. As you can see, this club has all 0s in the Existing Member portion of the report – any guesses why that is.
Let’s look at the Clubs in a District report
Another reason to use these reports together is to be able to identify terminated clubs. On the member viability and growth report, terminated clubs are not explicitly identified. If a club was active at all during the period the report is run for, you will see data for it populated all the way through – using Clubs in a District will help you identify those clubs which have terminated.

22. CLUBS IN A DISTRICT
-Clubs in a district is, I think, a very easily digestible report.
-It has helpful color coding for an at-a-glace view of club membership figures (CLICK)
-It also reports a club’s charter date. So again, looking at that club we saw reporting 0 on the Member Viability and Growth report, this is where you can get some of that info.
-It also lets you know if a club is terminated, if so when and under what circumstances that club terminated.
-You can easily export this report to Excel and sort by charter or termination date to get a sense of those trends.

23. DISTRICT MEMBERSHIP PROGRESS TO GOAL
District Membership Progress to goal gives you the number of clubs and members at 1 July and current month
It also provides you with the number of clubs that have set a membership goal and shows the total aggregate membership goal for the district
Aggregate is calculated based on the goals set by clubs
For any without a set goal, they are established a goal by taking membership +1.

24. DISTRICT MEMBERSHIP PROGRESS TO GOAL
The report also provides a number and percent for active members who have also self-reported as alumni
The gender break-down and age break-down
Retention percentage
Note: retention excludes any new members added during the period
Percentage year to date can be inflated due to the dips we tend to see around invoicing.

25. MEMBER TERMINATION PROFILE
Run out of Rotary Club Central
Designed to capture information about members who have terminated during a specific time period
Captures how long someone has been a member at time of termination and reason for termination
The first tab of the report looks at both pieces of information while the second tab focuses on length of membership and third tab looks at termination reason.
Since we know members are looking for different levels of engagement at different stages of membership, this report is a really powerful tool to pin point engagement needs.

26. MEMBER TERMINATION PROFILE
The report only captures the most common reasons for termination, it is not exhaustive.
Club Terminated; Age; Business Obligations; Family Obligations; etc.
You are going to see a lot of “others” in termination reason
Termination reason only captures the reason reported by club officers on termination
If club officers do not do exit surveys you might see “other” reported

27. FOR QUESTIONS AND ADDITIONAL RESOURCES
THANK YOU
FOR QUESTIONS AND ADDITIONAL RESOURCES