1. Your 2013-14 District 5790 Membership Team* David Hurt Arlington 817-821-0326 Ross Paterson Keller 817-874-6161 Nancy Smith Abilene 325-232-2505 Dave Hodges Wichita Falls 940-322-8575 Lance Winter Weatherford 818-594-9902 (102) Don Ferrell Past District Chair 817-401-2500 District Assistant Governors & District Governor *This committee identifies, markets, and implements membership development tools and strategies that will result in membership growth. District Leadership Seminar

2. Where Are We Now?

3. Membership Growth History of the Growth of Rotary

4. ® Membership Trends

5. Membership Retention ® Area of Rotary Existing member retention rate New member retention rate % Lost After <3 years of membership Rotary Worldwide 73%78%50% North America70%73%50% Percentage of Rotarians lost within 3 yrs.

6. R.I. Regional Membership Webinar Key Points 3/20/2013 Rotary is in declining numbers, both in new member growth and retention rate. 3 year RI goal is to grow 3%...1,300,000 members. Encouraging members is not enough. A “How-To” implement plan is needed.

7. Membership Retention Why do you Stay with Rotary? To positively impact my community Friendship and fellowship Professional networking/ business development opportunities To have a positive impact globally Potential for personal/ professional recognition Development and training opportunities 10% 0% 30% 20%

8. Membership Retention Why did you initially Join Rotary? To positively impact my community Friendship and fellowship Professional networking/ business development opportunities To have a positive impact globally Potential for personal/ professional recognition Development and training opportunities 10% 0% 30% 20%

9. How Do We Improve

10. District 5790 Three-Year Membership Plan August 13, 2013

11. District 5790 Three-Year Membership Plan Highlights: 1.Fully documented plan for the new Membership Chair 2.Addresses both retention and new member development 3.Specific easy-to-implement tactics 4.Logical and practical long-range membership plan 5.Training tips to improve skill level in “Telling Your Story” 6.Sample “club information” page for the membership packet 7.Example of “invitation-to-join letter 8.Quick 1-page summary of plan and team leader job 9.Successful track record 10. Electronic copy: davidwhurt@sbcglobal.net

12. Membership Retention Four tactics to improve retention.

13. 1. PUT THESE IDEAS TO WORK Important: Find leadership roles for new members right from the start? Open service projects to prospects at least 4 times a year? Look beyond title to a prospect’s mindset for membership potential?

14. 2. Use Charts to Retain Members Display 2-3 Charts at Every Meeting 1.Telling Why One Joins Rotary 2.Telling Why One Stays in Rotary 3. Welcome to Each New Member Charts have a proven impact on gaining new members and keeping existing members!

15. 3. Tell “Your Story” At Club Meetings At least on Visitor Day, have someone tell their story! Practice to “Connect” with the Visitors…. 1. Why you joined Rotary 2. Why you stay in Rotary

16. BE INSPIRING Convey hope, enthusiasm, goodwill, and passion. SOUND: Upbeat Hopeful Visionary BUT NOT: Hyper Zealous Impractical OUR VOICE THINK ABOUT HOW YOU COMMUNICATE

17. 4. The Buddy System Slowing down our exiting membership

18. Improving Retention With this three-year plan, the primary strategy for club retention is the use of the “Buddy System”…..a group of 4 members….staying in touch and supporting each other. Members will be paired up with one close buddy…and the membership chair will assign a minimum of two or more other buddies to make a team, and appoint one as the team leader. The team leader puts together an occasional get-together, coordinates joint calls on business leaders, and tracks performance. Remember to establish a visitor focus day each month to bring visitors to our club. Visitor dynamics are much improved with multiple visitors.

19. Implementing the “Buddy” System Have “Buddy” Teams of at Least Four Members* Survey Members Top Two Buddies Membership Chair Finalizes Team & Selects a Team Leader Buddies Stay in Touch With Each Other and Report Illnesses Team Leader Organizes a Get Together Every 3-4 Months Team Members Work Together To Get New Members * Number of Teams to Equal Club Goal for New Members

20. Adding New Members

21. A Five Step Process 1.Buddy pals: Qualify Candidate, Connect, Tell Your Story, and Invite potential Rotarian candidate to a Club Meeting 2.Membership Team: Provide Rotary/Club Membership Packet 3.Board of Director Meeting after club meeting to screen potential member 4.Club President: Within 10 days, send formal invitation-to-join letter 5.Phone call follow-up

22. The Presidential Citation Required Activity: “Attract and/or retain members to achieve a minimum net gain of at least one member between July 1, 2013 and march 1, 2014.”

23. SURVEY RESULTS Never Heard of Rotary Know Name Only Some Familiarity

24. Identifying Qualified Candidates Experience as a professional position Community leaders Live or work in the club area R.I. Foundation Alumni Owners of service companies Club classification not over-represented

25. The KEY: Sharing Your Rotary Story Why did you join Rotary…Why do you stay? Feel It….Practice telling it: 1. within the club to other members 2. when inviting guests to “a free meal” 3. to club visitors

26. BE INSPIRING Convey hope, enthusiasm, goodwill, and passion. SOUND: Upbeat Hopeful Visionary BUT NOT: Hyper Zealous Impractical OUR VOICE THINK ABOUT HOW YOU COMMUNICATE

27. Recent Training I have attended two International Webinars on this subject in the last two months….. August 3 rd I was in Round Rock for a Multi- District Multi-State Training Program….. I have listened to past district membership chairs and other brilliant minds and have concluded….

28. Rotarians could learn from Fishermen about how they land a fish! Fish Cupcakes

29. Secrets for Catching Fish 1. You have to want to go fishing. 2. You must be smarter than the fish. 3. You have to put your hook in the water. 4. You get a fishing buddy to Share the experience.

30. A Rotary “Go Fishing” Plan First you need to visualize what you are going to do! Then develop a plan…What is the best time to get there? What kind of fish do you want to catch? What equipment will you need? Know “how to” fish a body of water so you don’t spook a fish Know “how to” attract, play, and land a fish.

31. Tips for Handling Objections Concern: I just don’t have time: Response: Other than eating Rotary asks for about 2 minutes a day…1 hour per month Concern: I just don’t have the money: Response: Other than meals, Rotary cost less than a dollar a day.

32. Be Opportunistic & Ready to Share Your Story Tell Your Vision of Rotary Add Your Experience Share it with a Meal Invitation!

33. Communicate Membership Value or “What’s In It For Me???” Ideas…What to do Visualization…tell your story or Informative, but passive Life related parallels, active, passionate Current Proposed

34. I’d Like To Tell You A Story This true life amazing story is about one of the most successful humanitarian efforts in the last 100 years. It is about 4 businessmen, who had little time because of their business, getting together over a meal and becoming friends. Along the way, as their bond grew stronger, they saw a need in the community and acted on it…and asked others to join in. Today there are over 1,250,000 business and professional leaders from all walks of life and in all parts of the globe doing the same thing…developing friendships, doing good in their community, and in the world. I’d like to offer you that opportunity…To break bread (meal is on us) and learn some more about Rotary.

35. Telling “My Story”…. I can only say being a Rotarian has changed my life and I feel good about being involved in a world-wide humanitarian effort to help others. I never in a hundred years thought: I’d have this much fun giving back… I’d make so many good friends… I’d be part of a team effort to eradicate a global disease.. I’d learn so much about local community activities… I’d have an opportunity to dine with a UN Ambassador… I’d have Bill Gates join my Rotary team… I’d feel so good being a part in addressing global issues.

36. In the Process of “Giving Back”… Rotary adds joy to your heart…. peace to your mind….. added purpose to your life.

37. KEY ELEMENTS FOR SUCCESS 1.Think & be prepared for membership “opportunities.” 2.Invite a qualified candidate to a club meeting & follow-up. 3.Don’t try to explain the details about Rotary. 4.All members make visitors feel welcome. 5.Don’t let visitors leave without a membership packet. 6.Send a timely invitation letter to join within 10-14 days.

38. In a nutshell, most people join Rotary to give back and to add purpose to their lives. Networking should be a secondary reason. Rotary creates that opportunity…and in the process of giving, we receive more than the recipient…that’s our value of Rotary! Summing it Up! Our job…every single one of us…is to tell our story about Rotary to a community or business leader in such a way as to encourage them to take a look at Rotary and receive the gift of giving back.

39. One Last Thing to Remember……

40. Thank You! Your District Membership Team

41. Questions?