1. Retain Our Members
Introduce yourself and your SAA
PRESENTERS
Club

2. Video Goes Here. Use Drop Box to get PPT with the video
Roll this video WITHOUT any set up. This video speaks for itself and there is no need to introduce it. There is really no need to discuss it much afterwards because the rest of this session does that.

3. Learn What Rotarians Want From Their Rotary Experience
KEY OUTCOMES
Retain Our Members
Learn What Rotarians Want From Their Rotary Experience
By the end of this session, you will leave with some very specific and simple things that you can do immediately to help your club retain members. You will learn what Rotarians want from their Rotary Experience.

4. Assess How and What Your Club is Doing to Retain Members
KEY OUTCOMES
Retain Our Members
Assess How and What Your Club is Doing to Retain Members
You will also have the opportunity to assess how your club is doing on things that impact member retention

5. Demonstrate Tools YOU can use to Improve Member Retention
KEY OUTCOMES
Retain Our Members
Demonstrate Tools YOU can use to Improve Member Retention
in YOUR Club
We’ll collectively demonstrate things you can take back to your club and immediately make an impact on member retention

6. What is the main reason you STAY with Rotary?
SIEGEL + GALE SURVEY
Two key questions:
Why did you JOIN Rotary?
What is the main reason you STAY with Rotary?
Briefly explain the who and why of Siegel & Gale. The Large PR firm hired to conduct this survey.

7. OUR MEMBER’S VALUE
1. FRIENDS and CONTACTS 2. LOCAL impact 3. ENGAGEMENT of skills and passion 4. WORKING WITH LEADERS
For you as a President, How does knowing these 4 things help you retain members? What can you as a President do now that you know these 4 things?
In order to serve our customers, we need to know what they want.
1)What do we have to offer for our customers that makes it “worth it” to join and stay?
2)What are they looking for?
3)What do they value?
We now have answers …… from our customers! The answers are clear … and dramatic.
The siegel + gale study revealed – or confirmed, 4 key concepts. People are attracted to Rotary for:
a)Friends and Contacts
b)Local impact – not necessarily service projects, but being a part of the community, a leader in the community.
c)Engagement of one’s skills and passion
d)Working with and learning from leaders

8. DELIVERING ON THE PROMISE
As we think about retaining our members, it comes down to providing the value—delivering on the promise of what members expect when they join our club
Rotary membership provides many benefits
How does a person know what to expect when they join your club?
And, how do you know what this new member wants to get out of being part of Rotary?
before your member decides to join, get to know them, and invite them to an orientation to specifically discuss the benefits and expectations of Rotary membership.
How many of you have an orientation (or fireside) before a member joins?
Who conducts this orientation?
Do you know what is being presented?
Are you actively involved in the orientation?
How do you think this type of orientation would help you know what your new member wants from the club and improve member retention?

9. Let’s invite Mary Smith, the owner of a local stationery store,
FIRST THE ASK, A REVIEW
Let’s invite Mary Smith, the owner
of a local stationery store,
to a club meeting.
If you attended the session this morning “Attracting New Members” you met Mary Smith. And this is what you observed:
(Volunteer #1 is needed)
Refer to the Script. “The Ask”

10. Video goes here. Use Dropbox to obtain PPT with videos
RUN VIDEO

11. A BETTER ANSWER
We’re a leadership organization of local business, professional and civic leaders.
We meet regularly, get to know each other, form friendships, & through that, we’re able to get things done in our community.
Distribute the Card. Where does that short, 2-sentence statement address each of the 4 key things that our customers value?
Friendship and Contacts? (“get to know each other”, “form friendships”)
Local impact? (“local … leaders” , ‘in this community”)
Engagement of skills and passion? (“Get things done…”)
Working with leaders? (“Organization of business, professional and civic leaders.”)
These 2 simple sentences encompass all of the 4 key things our customer’s value-- things a prospective member will see as beneficial and that is why it works.
After the Script: Would you as Presidents take this back to your club and teach it to your members?

12. THE FIRST CLUB VISIT, A REVIEW
Mary visits your Club.
What is her experience?
Greeting
Introduction
Also, from the morning session on Attracting New Members, you discussed the importance of a proper greeting & introduction.
How good is your club at greeting and introducing guests, speakers, etc.
Turn to your neighbor and ask for these 3 things:
Name
Occupation
2-3 hobbies or special interests
Now call on 2 or 3 people to introduce him/her to the rest of the class.

13. FOUR KEYS TO RETENTION #1
1. Personal induction
Skills & passions
Engagement
4. Being “in the know”
Now Mary has become a Member of your Club. Retention starts at the very beginning with the induction.
 PERSONAL INDUCTION
In most clubs, it is either the President or Membership Chair that leads the induction; either way, it’s not who, but how, it is done.
(BLACK OUT SCREEN)
You will need 5 volunteers: Mary, Mary’s husband, Mary’s son, Mary’s daughter, Mary’s Sponsor
Read from the Script; THE INDUCTION

14. FOUR KEYS TO RETENTION #2
1. Personal induction
2. Skills & passions
3. Engagement
4. Being “in the know”
We want to be sure we are not determining someone’s skills and passion and how they want to use them. (SKIT).
Raise your hand if you are an accountant, CPA or bookkeeper.
“Hey (volunteer), you are a CPA, right? (Volunteer nods) Perfect, we will put you on the cashier’s committee, that’s a hard one to fill.”
GROUP DISCUSSION. What does your club do to foster friendships and offer members the opportunity to talk about their vocations/professions/skills & passions?
It is important to understand that skills and passion means allowing our members to use their skills and passion in a way that engages them. Just because (volunteer) is a CPA doesn’t mean he/she wants to use that skill to be on the cashier’s committee. Maybe he/she wants to be involved with youth, or community service. It’s about our new member, not about us.
What is the #1 reason people stay in Rotary? Friendship is #1 reason to stay in club. (Relate back to siegel & gale)
How do you help your members become friends? You help them know each other’s names and what they do… you can’t be friends with someone if you don’t know their name.
How many of you know the names, occupations, skills and passions of every single person in your club? What can you do to remedy that?

15. FOUR KEYS TO RETENTION #3
Personal induction
Skills & passions
3. Engagement
4. Being “in the know”
Engagement is a huge part of retention, possibly the most important. It ties directly to skills and passions, but it is more. Engagement includes action on their behalf, and on our behalf, providing opportunities. How can you Club President, take the concept of engagement to a new level in your club? Making sure every Rotarian has a role, a job, is engaged and therefore cannot fade into the background? Pair and Share.

16. FOUR KEYS TO RETENTION #4
Personal induction
Skills & passions
3. Engagement
4. Being “in the know”
Why is it important to know What’s Happening? Or “being in the know?” (Solicit responses)
Information breeds PRIDE.
Information is POWER.
How do members find out what’s happening?
(Pull out the following from audience)
Club Newsletter
Regular committee reports and reports about club activities – fundraisers, community events
Participating in Club projects – Local and International
District and Regional events (Assembly, Conference, seminars)
Visiting other clubs … locally and around the world.
District, Zone and RI websites
TRF local and global projects through Foundation grants.
Rotary International Convention
Members can’t be involved if they don’t know what’s happening.

17. Zone2526.org > Membership and Public Image
RESOURCES
Zone2526.org > Membership and Public Image
Here's where you go to get additional membership materials.

18. STRONG RETENTION AND BRAND
2 minutes
The Joliet Club doesn’t have a problem with retention, and they certainly have a strong brand. The experience may not be the best though. Our clubs are not in the same situation. Retention is a key issue.
The Joliet Club has no retention problem

19. How is MY CLUB at Retaining Members?
CLUB ASSESSMENT
How is MY CLUB at
Retaining Members?
Divide into groups of Choose one person to describe a Member Retention problem in their club.
Other members offer solutions. Call on a few “chosen members” to describe what solutions were offered to him/her. Remember to ask other presidents.

20. DELIVERING ON THE PROMISE
Consider “delivering on the promise” to Rotarians—think about how the critical areas of Membership, Brand, and Rotary Foundation come together to help YOU build a strong Club and give your members, Rotarians, what they want.

21. CLUB PRESIDENT Survey Members Invitation Greet & Introduce Guests
New Member Induction
Engagement of all Members
Increase Rotary Knowledge
Recap the action items. things the President and his/her team can do to impact retention.

22. AHA MOMENTS / EVALUATIONS
YOUR AHA MOMENTS / EVALUATIONS
Take a moment to write down your “ahas” and specific actions that you will take to attract more new members.
DON’T FORGET YOUR EVALUATIONS!