1. Assistant Governor Training
LINKING ROTARY CLUBS AND ROTARY DISTRICTS

2. Bill Dendy PDG District 5810
Bill Dendy is a 5th generation Texan who enjoys travel, fine dining, and deep sea fishing when not working in money management. In 2000, Bill joined the Rotary Club of Dallas, serving on the Club's Board of Directors under each avenue of service. He was the key organizer and a charter member of the District 5810 E- club promoting "Rotary Your Way.“ Within District 5810, Bill served as District Governor , District Treasurer from 2010 to 2012, and was District Rotarian of the Year 2012.

3. Carrie Campbell AG District 5840
An attorney by profession, Carrie Campbell has been a Rotarian since She joined Rotary because she was invited and stayed because, as a young mother, she wanted to set an example and expectation for her children of community service. Since joining Rotary, she has been Club President 3 years and AG 3 years. She has travelled on Rotary missions to Africa 3 times in the last 12 months. For her, being a Rotarian is all about the relationships.

4. Preview of the Training Agenda
AG’s Role and Responsibilities
Encouraging Vibrancy
Supporting Your Clubs
What are your duties to your District Governor and other District leaders, as well as your duties to your Club President and Club leadership?
What is the importance of setting goals and the proper procedures for reporting goals?
How do you establish and maintain a working relationship with your PE? What are your tools for success?

5. Preview of the Training Agenda
Time Management
Troubleshooting
Inspiration
What are the timeframes for expected duties?
How do you avoid problems and address challenges that arise during your term as AG?
How do we maintain our positive momentum?

6. AG’s Role and Responsibilities
Know the key relationships and their needs

7. Duties to your District Governor
Help develop district goals
Help
Coordinate District Governor’s visit
Coordinate
Keep District Governor informed of clubs’ strengths, weaknesses, and progress
Inform
Promote the district conference
Promote

8. Duties to District Training Coordinator
Participate in the district team training seminar Attend PETS Urge PEs to attend PETS Promote attendance at club training
Duties to District Training Coordinator

9. District Leadership Depending on You
Duty to District Governor Elect
Duty to District Secretary
Identify and develop future leaders
Keep updated on clubs’ officers and contact information

10. District Leadership Depending on You
Duty to District Committee Chairs
Duty to Other Assistant Governors
Support their work by including them as speakers
Promote their training opportunities
Utilize their resources
Share challenges and potential solutions
Brief incoming AG for easy transitions

11. Duties to your Club Presidents
Help develop goals
Help
Teach them Club Central so goals can be entered and data used to promote the club
Teach
Inform them of training opportunities
Inform
Inspire leadership and make them look good
Inspire

12. Duties to your Club Presidents
Troubleshoot to prevent and resolve challenges
Troubleshoot
Show up to meetings and events
Attend
Share resources and answer questions
Share
Prepare them for the District Governor’s visit
Prepare

13. Club Leadership Depending on You
Duty to Club Secretary
Duty to Club Treasurer
Make sure all necessary information is provided to RI and District on My Rotary
Teach Club Central for continuity
Inform of training opportunities
Make sure district and RI dues are paid timely
Make sure federal tax form filed
Inform of training opportunities

14. Club Leadership Depending on You
Duty to Club Foundation Chair
Duty to Club Speaker Coordinator
Confirm a firm understanding of Rotary Foundation structure and goals
Inform of training opportunities
Share name and contacts of good speakers
Inspire other ideas – service work, club focus, meetings on the move
Promote inclusion of district leadership

15. Encouraging Vibrancy
Importance of Goals

16. Why are goals important?

17. Goals Provide structure for an action plan Create accountability
Allow for continuity
Goals

18. How do we guide our clubs in setting goals?

19. 1 2 3 Use past years as a starting point
Determine if club commitment to past projects remains strong 3
Survey membership for improvement

20. 4 5 6 Encourage openness and consideration of change
Evaluate goals against available human and financial resources 6
Re-evaluate goals as the year progresses

21. Why are entering goals on Club Central important?

22. Measurement of progress
Continuity
Measurement of progress
Press & Marketing opportunities
Emphasizes impact on the community
Demonstrates commitment

23. How do we enter goals on Club Central?

24. Sign into My Rotary at my.rotary.org
At the bottom of “My Club Snapshot” section on left side is Rotary Club Central
View Club Goals >
Open “All Clubs” on dashboard and select the club you represent (as of June 1)

25. Select “Goal Center” in far left column
Press “Edit” for a goal setting section
“Select Goal” on far right or you cannot enter data
Press “Save” back at top next to “Cancel” before you leave the page for next goal setting section

26. DON’T FORGET TO UPDATE CLUB CENTRAL WITH THE CLUB’S PROGRESS

27. How do we rank our clubs on Club Central?

28. Sign into My Rotary at my.rotary.org
At the bottom of “My Club Snapshot” section on left side is Rotary Club Central
View Club Goals >
Open “All Clubs” on dashboard and select the club you represent (as of June 1)

29. Select “Club Ratings” in far left column
Press star ranking that corresponds to your evaluation of the club’s strength per the chart
Select “Comments” on far right to input your evaluation for the District Governor’s review
Highlight, copy and paste your “Comment” to an to your District AG Coordinator (and District Governor) quarterly to keep them in the loop

30. Supporting Your Clubs
Establishing a Working Relationship

31. Getting and staying connected with your PE
Introductions
Be Available
Access Needs
Start early to help incoming club leadership be prepared.
Use PETS to get to know your PEs.
Calendar regular contact by and/or telephone
Attend meetings – start now
Participate in the club’s service and fundraising projects whenever possible
Ask questions
Tailor your support to each club and its leadership
Interview current AG

32. Demonstrate your investment in their success Don’t wait until asked because they may not know to ask Don’t overwhelm PEs – space out reminders and share information with the appropriate leaders
TIPS FOR SUCCESS

33. TOOLS FOR SUCCESS – Create a Resource Notebook
Overview
Rotary 101
AG Manual
Rotary International
RI Theme
RI President
Presidential Citation
Resource Guide
RI Contact for Questions
Acronyms and Abbreviations
Rotary Foundation
How to do Club Recognition Summary
Reasons to Donate and Ways to Motivate
Understanding Recognition Points
Reference Guide
Rotary District
DG Bio
District Budget
District Leadership
AG Listing
Rotary Leadership Institute
Grants
Criteria for Eligibility
Requirements
Forms
How to Navigate the Grant Center
How to File a Grant Report
Installations & Presentations
Club President Installation
Club Officers Installation
New Members Installation
Paul Harris Fellow Installation
Major Donor Recognition
End Polio Now
Personal Powerpoints (on Flashdrive)

34. TOOLS FOR SUCCESS – Create a Resource Notebook
AG Duties
Training Notes
Expenses
Setting Goals on Club Central
Information to Share with Club Presidents During Year
Helpful Ideas
Recommended Speakers
Ideas for Meetings on the Move
Service Projects for a Meeting
Records for each Club
Copies of s
Copies of club newsletters
Notes from visits
Officers and Board members

35. Timeframes
Be prepared

36. Before your year as AG “officially” begins
February and March
Attend PETS and District Training
Find out your District Governor’s goals
Meet with your PEs
Get your tool box of resources ready
Before your year as AG “officially” begins

37. Before your year as AG “officially” begins
April through June
Encourage your clubs’ incoming leadership to get training
Meet with outgoing AG to get a status report
Schedule visits with your clubs based on PE’s preferences
Help your PE enter goals on Club Central
Review your club’s calendars and website
Ask specific questions
Get all the dates on your calendar
Before your year as AG “officially” begins

38. Once your year as AG actually begins….
July and August
Begin club visits and record/report on Club Central with “comments” and copy your DG
Plan for DG visit
Promote Rotary Youth Exchange
Submit applications for grants

39. Once your year as AG actually begins….
December
Remind club leaders that membership lists need to be updated by January 1 for calculation of dues – My Rotary
January
Report incoming officers on My Rotary by February 1
PE to register for PETS
February
Promote district conference

40. Once your year as AG actually begins….
May
Add final club rating and comments by May 15
Attend district conference
Get club to update goals on Club Central
June
Remind club leaders that membership lists need to be updated by July 1 for calculation of dues – My Rotary

41. Troubleshooting
Avoiding problems and addressing challenges

42. Avoid some problems by being prepared
Clubs Requiring Special Attention
Visit more frequently
Increase communication
Set up mentorship
Contact district leadership for additional support
Brainstorm with other AGs
Make sure that your club leadership knows and meets the minimum standards for Rotary clubs to avoid sanctions – listed in AG Manual

43. Addressing Challenges
PE not at PETS
Won’t enter goals on Club Central
Technology issues – website and Club Runner
Non-payment of dues
No PE identified
PE with a personal agenda
Decreasing membership
Decreasing attendance ?

44. Inspiration
How to maintain the momentum from PETS