1. ROTARY’S ONLINE RESOURCES
Terry Weaver PDG – District Elizabeth Davis Rotary International

2. ROTARY STAFF A GLOBAL NETWORK OF SUPPORT
-Rotary staff form a global network of support
-Know that you have human resources that want you to succeed and want to support you as club officers
[click]

3. YOUR CLUB & DISTRICT SUPPORT (CDS) TEAM
Your “Front Line”:
Assistant Governor District Secretary District Administrator District Governor
Meet your Club & District Support (CDS) team
Alicia Pijal-Avila and Marni Nixon
What they do:
Primary contact & resource for club and district leaders
Provide support on Rotary resources and tools (such as Rotary Club Central and My Rotary)
Assist with administrative procedures
Interpret Board policy and RI constitutional documents
Connect you with other staff
[click]
Marni Nixon, Senior Officer
Alicia Pijal-Avila, Senior Officer

4. YOUR LINK TO THE ROTARY WORLD MY ROTARY
-In addition to staff, you also have online resources that are available to you 24/7.
-Primary resource is My Rotary, where you can find information, reports and tools to help you as club officers and to support your clubs
[click]

5. Start at: www.RotaryXXXX.org
Start at:
In general, the place to start is at your District’s website. Here’s the D-7720 site that has TWO links to Rotary.org
CONNECTS 5 5

6. OR: www.rotary.org/myrotary
NAVIGATE TO MY ROTARY
rotary.org
OR:
OR: my.rotary.org
OR, you can navigate directly to My Rotary…
How many of you have already visited Rotary’s website?
We have rotary.org, a public site, pictured here. This site tells our Rotary story to external audiences in a fresh, streamlined way, encouraging people to get to know Rotary and all of the good work we do worldwide.
Then we have My Rotary – the area of the site specifically designed for members. [CLICK] You can get to My Rotary by clicking on the link from the main rotary.org site. [CLICK] Or you can enter or my.rotary.org into your browser address field.
[CLICK]

7. REGISTER OR SIGN IN TO MY ROTARY
Same as DACdb
********
Register or Sign In to My Rotary
On this site, members will be better able to engage through their own customized experience based on their interests, and be able to conduct Rotary business more easily.
[CLICK] 7

8. OR -- REGISTER FOR MY ROTARY
[CLICK]
If you have not yet registered you just click on the Sign In/Register button [CLICK], then Create an Account. [CLICK]
Once you enter your name and , and confirm you’re over 18, you’ll receive an with a link to set your password. If you do not receive the within 24 hours just check your spam or junk folder.

9. GOOD IDEA FROM PETS
We said you’d go home from PETS with at least one good idea. Here’s one right up front <grin>
[CLICK] 9

10. CREATE YOUR PROFILE AND DELEGATE YOUR ACCESS LEVEL
Delegation
Delegate your access level to another member (and keep it for yourself, too)
By clicking Profile on the top left-hand corner of the homepage, you will have the option to create your profile. Here you can add some additional information about yourself.
You can also Delegate your privileges to someone else, while keeping them for yourself, as well. This is handy where you have someone assisting another officer with part ot their duties where they’ll need online access.
[click]

11. Rotary Citation 2019-20 SEARCH??
I regret to say that the SEARCH on Rotary.org is not the most effective I’ve seen. Rather than get frustrated by that, just sign into My Rotary, then use GOOGLE for your search needs. In my experience, Google is highly effective in finding exactly what I want. Just precede the topic with “Rotary”
[click] 11

12. ACCESS TRAINING MATERIALS, DOWNLOAD PUBLICATIONS & MORE UNDER LEARNING & REFERENCE
The first important section we want to look at today is Learning and Reference, which is where you can access all of the training information by role or by topic and other materials for reference such as the Official Directory [click] and the Manual of Procedure.
[click] In the same section, you will find useful courses in the Learning Center, including one on Rotary Club Central (which we’ll talk about later).
Webinars will help you learn more about Rotary topics of interest such as using social media, lifecycle of service projects, or engaging young professionals.
You can also go to the Document Center to browse and download forms, training manuals and publications that are produced by Rotary.
[click]

13. SUBMIT DATA, VIEW REPORTS AND ACCESS FORMS ON CLUB & DISTRICT ADMINISTRATION
The next area I want to review is Manage, primarily the Club Administration page, which is where you will find information, tools, and resources, to administer your club.
[click]

14. SUBMIT DATA, VIEW REPORTS AND ACCESS FORMS ON CLUB & DISTRICT ADMINISTRATION
The next area I want to review is Manage, primarily the Club Administration page, which is where you will find information, tools, and resources, to administer your club.
[click] 14

15. HELP
Scrolling down this page, you’ll find HELP at the bottom, including a link to Contacts at RI that will be important for you.
[click] 15

16. CONTACTS
Each District has dedicated resources for both Financial matters and Administrative matters.
[click] 16

17. CONTACTS
7750
Just enter your District and click the appropriate Radio button
[click] 17

18. VIEW REPORTS
You can also use Manage to access a variety of reports pertaining to the individual, club and District.
[click]

19. TRF Contributions & Recognition Membership
VIEW REPORTS
TRF Contributions & Recognition
Membership
Add a Quick Link
The Donor History report is a detailed view of your OWN contributions.
[click] 19

20. USE THE BRAND CENTER TO TELL ROTARY’S STORY
As you are carrying out your projects, keep in mind the great resource you have through our Brand Center, which is available on My Rotary under Manage. This is where we encourage you to use our new voice and visual identity to tell Rotary’s story.
[click] Let’s click on the link to take a look at this special part of our website.

21. Club Logo Template
This is the Brand Center: It offers download resources, editable templates and customizable materials,
[click] There is a publication where you will find a detailed overview of all the colors, fonts, and guidelines with regard to our new visual identity. It is called «Tell Rotary’s story – Voice and Visual Identity Guidelines for Rotarians». This publication contains many examples and tips on how to adopt our new look.
[click] You can also download the Rotary logo, program logos, or use the tool to create a logo with the Masterbrand signature and the name of your club.
[click] Use our customizable templates and customizable materials to promote your club or project.
[click]

22. USE THE ROTARY LOGO PROPERLY
Let‘s clean up our club collateral by replacing mis-use of Rotary branding.
The old familiar blue and gold Rotary wheel is obsolete – it was replaced by the new “Masterbrand Signature“, the word Rotary alongside a gold monochrome wheel. That‘s the ONLY Rotary logo.
And, the Brand Center has very specific guidelins about how the logo is to be used. Here are a few of hundreds of ways clubs have found to mis-use the Rotary logo – you can‘t use the “wheel“ as part of any other graphic – not as a wheel on a bike or as a zero in a club anniversary logo.
Please examine your Website, Social Media page and all print collateral to get it cleaned up as far as branding is concerned. No, we‘re not asking you to burn all your shirts – just use the logo properly going forward.
[click] 22

23. SET GOALS & TRACK PROGRESS ON ROTARY CLUB CENTRAL
Now let’s take an in depth look at Rotary Club Central.
Rotary Club Central is essentially about GOALS.
How many of you have personal, professional, or financial goals?
And how many think that having those goals makes you more focused, motivated, and successful?
I think we can all agree that Rotary clubs are the same way. That in order to be effective and impactful, it’s important that a club know where it’s been, where it’s at currently, and where it wants to go. RC Central is a tool that helps clubs set goals and track their progress.
*I want to make it clear though that Rotary Club Central is not the end goal. It’s simply a means or a vehicle to help clubs think strategically, set realistic goals, and work toward their achievement. So what is the end goal…WHY is Rotary Club Central important? [CLICK]
[click]

24. OR: www.rotary.org/clubcentral
ROTARY CLUB CENTRAL
OR:
You can access Rotary Club Central through the dropdown under Manage in the main navigator of My Rotary, or directly at
[click] Let’s click on the link to take a look at this special part of our website. 24

25. EXPLORE THE BENEFITS OF ROTARY CLUB CENTRAL
Centralizes information
Eliminates paper forms
Fosters continuity in leadership
Enables clubs to track their progress
Creates transparency
Showcases important work that Rotary clubs do worldwide
Here are some general benefits to using RC Central to set goals:
[CLICK] It centralizes information. It provides access to all the data that was previously available from several reports.
It eliminates some paper. It replaces paper forms: membership, Rotary Foundation goals, & Planning Guide
It fosters continuity in leadership. Club leaders change annually, so by offering them the ability to see a history of goals and achievements, it creates continuity among leaders.
[CLICK] It enables clubs to track their progress. Club leaders can determine whether the goals they’ve set are realistic and make changes if needed.
It creates transparency. All members are able to see club goals.
It showcases the important work that Rotary clubs do worldwide. Rotary has not had a vehicle for collecting information about the millions of service projects that Rotarians undertake. With RC Central, clubs can document the details of their projects, (number of volunteers and volunteer hours and a list of in-kind donations.) [CLICK]

26. IMMEDIATE PAST, CURRENT AND INCOMING LEADERS CAN ENTER CLUB GOALS
CLUB LEVEL
President Secretary
Treasurer
Foundation Chair Membership Chair Executive Secretary
DISTRICT LEVEL
District Governor
*Assistant Governors **Committee Chairs
Executive Secretary
* Only for clubs in their club group
** Committee chairs that Rotary collects in member database.
Immediate past, current and incoming leaders can enter club goals for the year corresponding to their term of service (i.e club and district positions can edit sections of goals).
Club level:
President
Secretary
Treasurer
Foundation chair
Membership chair
Executive secretary
District level:
District governor
Assistant governors (only EDIT for clubs in their club group)
Committee chairs (that Rotary collects in our member database)
*EDIT function available to district leaders to HELP/SUPPORT.
Important: This access and functionality is available to club and district leaders a year before they take office. For example, a club president could gain the ability to view goal information for all years and edit goals for the year as soon as 1 July 2015, as long as their role has been officially reported to Rotary.
[CLICK]

27. ROTARY CLUB CENTRAL
It opens to a Club Dashboard, and a navigator on the left side. Let‘s have a look at the Goal Center.
[click] 27

28. ROTARY CLUB CENTRAL
Notice that there are SIX different tabs to the Goal Center, and also a “Club Year“ selection. For a President-Elect, you‘ll want to switch to the coming year to set your goals.
[click] 28

29. GOAL CENTER
Under the Members & Engagement section you see both graphical and tabular membership history. Click the EDIT button to enter or change goals for the coming year.
[click] 29

30. GOAL CENTER Here‘s where you select and edit specific goals.
[click] Now. Let’s look at the Service tab. 30

31. GOAL CENTER -- SERVICE PROJECTS
Reminder
To qualify for the Rotary Citation, you must enter your service activities here or through Rotary Showcase
Again, you can enter service projects and goals for those. This is IMPORTANT to your year as president, as it‘s progress reported against these goals that qualifies your club for the Rotary Citation.
[click] 31

32. GOAL CENTER -- ROTARY FOUNDATION GIVING
Looking at the Rotary Foundation Giving tab, you‘ll find another EDIT button. This is where you‘ll set goals for multiple aspects of Rotary Foundation accomplishment.
[click] 32

33. ACCESS TOOLS TO TAKE YOUR GOALS AND PROJECTS FROM IDEAS TO COMPLETION
Elizabeth Davis
Digital Engagement Specialist
Now, let's have a look at the Take Action section of My Rotary.
[click – photo]
We have a guest presenter from Rotary International, Elizabeth Davis. She is the Digital Engagement Specialist for Rotary’s online project tools which she will guide you through.
Elizabeth:
Thanks Terry
First we’re going to start by taking a look at Rotary Showcase, which has a link right here [click] on the Take Action menu of My Rotary.
[click] 33

34. rotary.org/showcase
By show of hands, how many of you have ever heard of or used Rotary Showcase?
Rotary Showcase is an online space for Rotarians and Rotaractors to display the impact of their successful projects and inspire fellow clubs.
Here, you can:
1. browse projects to explore the good work that Rotary clubs are doing both locally and around the world
2. promote your own club and district projects by sharing project engagement (such as number of volunteer hours, number of volunteers, cash contributions, in-kind contributions), as well as description of the project and photos/videos.
3. You can also
And as Terry mentioned earlier, you can achieve a Rotary Citation goal toward Public Image Enhancement by promoting one of your club’s recent successful projects on Rotary Showcase. You can also migrate projects that you have added in the Service Activities portion of Rotary Club Central directly into Rotary Showcase via Rotary Club Central.
If you are accessing Rotary Showcase from outside of My Rotary, the URL address is [click] Rotary.org/Showcase. However, be advised that you must be logged in through your My Rotary account [click] in order to have project-adding capability.
[click] 34

35. BROWSE PROJECTS ON ROTARY SHOWCASE
Get inspiration from the work that other Rotarians are doing around the world or take at look at your own club & district projects by browsing through projects listed on Showcase.
[click] You can filter by club, district, zone, keywords, and more. 35

36. rotary.org/showcase
Display your club’s Rotary Showcase page on your own website or social media page
Now I’m going to hand it back over to Terry for a moment, because he’s found a special way of incorporating Rotary Showcase on club websites that he would like to show you all.
Terry:
In the SEARCH section you can enter a District number or your own Club ID to see only your own club's projects.
[click - red box]
[click - text box] NOW, here's a little known but awesome feature of Rotary Showcase. You can have your OWN club's Rotary Showcase with just your club’s projects -- for FREE.
Let’s look at how to do that –
Let’s enter a club number [click – 6198]
We have the club ID entered, so let's click the Search Button
[click]
6198 36

37. https://map. rotary. org/en/project/pages/search_project
Copy and paste your club’s SEARCH string into Facebook, Website or
What you see here are only projects of the Greenville Club, #6198.
[click - arrow]
Notice up here at the top, an address has been filled into the browser's address bar.
[click - text box] Here's a better look at that -- notice 6198 at the end.
Now, I can hear you saying, "Elizabeth, I'll never be able to write that down fast enough and get it right"
You don't have to. Just do the same search using your own club ID, then COPY the address and PASTE it anywhere you'd use it as a web link to your club’s own Showcase page.
[click]
like your Facebook page,
your club's website,
a club bulletin,
newsletter
or to members.
Now, you can also search by club name instead of ID, but if your club’s name is Charlotte, you’ll get projects from every club on the planet with Charlotte in its name. The Club ID is always unique to your club. . 37

38. rotary.org/showcase
Now, here's how your web designer can fully integrate Showcase into your website.
[click] Notice that the top header is the Greenville Club's web page.
[click] Notice that the bottom section is Greenville's Rotary Showcase.
Looks like it’s all coming from the same place, doesn’t it? This is called a FRAME, and your web designer knows how to do that.
[click] 38

39. ROTARY IDEAS
Now let's move on to Rotary Ideas, which again [click] can be located within the Take Action tab of My Rotary.
And how many of you have ever heard of or used Rotary Ideas?
[Click] 39

40. ideas.rotary.org
Rotary Ideas is Rotary’s official crowdsourcing platform for helping Rotarians and Rotaractors to find the resources they need for service projects. Project creators can post projects indicating that they are looking for [click] funding (received directly through a club PayPal account), partnerships, volunteers or material resources from Rotarians and non-Rotarians alike.
[click] 40

41. START A PROJECT ON ROTARY IDEAS
To create a project you must either be a current club officer, Rotaract President, or Interact Advisor. Current club officers can get started on creating a project page [CLICK] by clicking the Start a Project Now button that appears on their Rotary Ideas homepage.
[CLICK] Fill out project details including location, category, vision, and needs. Once you have published your project, manage your campaign and track contributions and partnerships through the project management functionality on the Ideas site. 41

42. PARTNER WITH A PROJECT ON ROTARY IDEAS
It is also important to note that many other clubs are looking for partners and donors on Rotary Ideas.
Be sure to check out the projects listed on the site when you are looking to partner with or support other fellow Rotary Clubs around the world. This is a great way to find Global Grant Partners and Funding Partners for existing Global Grants.
After clicking the [CLICK] Browse Projects button you will be taken to a screen where you can filter [CLICK] by contribution type, category, and other options. For example, by clicking partnership, you will be able to see any projects posted that are looking for partners, including Global Grants partners.
[CLICK] Here’s a typical project listing. 42

43. EXPLORE OR SHARE YOUR IDEAS WITH OTHERS
To wrap up, we’re going to take a look at Discussion Groups, which you can find located under the Exchange Ideas tab.
Hands for anyone who has used Discussion Groups?
[click] 43

44. EXPLORE OR SHARE YOUR IDEAS WITH OTHERS
Discussion Groups are a place where you can connect with other Rotary members to exchange ideas by [click] joining a group or starting a new one. Think of it like a Rotary—style chatroom.
You can [click] search, sort and filter posts by topic, and decide which groups you want to be part of.
Once you join a Discussion Group, you'll receive s when new posts are added by others.
[click] 44

45. Now back to Terry………
Terry:
If you have forgotten where to find any or all of the information just covered, the Member Center is a great one-stop-shop to find out more about key benefits and resources available to you, including:
Rotary publications and products, licensed vendors, mobile apps, and online tools (RC Central, Ideas, Showcase)
Awards and donor recognition opportunities
Rotary International Convention, our biggest event of the year, and our newest program,
Rotary Global Rewards, our brand-new member benefits program featuring discounts on travel, hotels, dining, and entertainment
[click]

46. QUESTIONS?
Questions?

47. THANK YOU!
Thank you!