1. 2015 LONE STAR P.E.T.S. MEMBERSHIP TRAINING Presented by: Dave Hurt (Dist. 5790) www.davidwhurt@sbcglobal.net 3/06/2015

2. YOU’RE SOON-TO-BE THE LEADER! 2015 Lone Star P.E.T.S. As President Elect….. Congratulations!

3. As Club President, and leader of your club, you will want your Club to be a VIBRANT CLUB… Membership GROWTH is the key factor in making it happen… Membership is the Number 1 Goal of R.I …so it should also be Your Club Number One Goal.

4. MEMBERSHIP IQ TEST Your Club % Growth Last Year? Bonus: Last 3 Years? Number of Visitors (Member Candidates)? Bonus: Last 3 Years? Number of Lost Members Last Year…3 Years? Bonus: Know their Names? Written Club Membership Plan? Written Strategies to Change? Monthly Follow-Up? Use of either Club Charts or Buddy System? 03/06/2015 Lone Star P.E.T.S. 4

5. IF YOU SCORED 100, YOU MAY GO 03/06/2015 Lone Star P.E.T.S. 5

6. “NOT KNOWING YOUR CLUB MEMBERSHIP ACTIVITY IS LIKE A CEO NOT KNOWING IF HIS COMPANY IS MAKING MONEY!”*

7. Why is Membership Growth So Difficult? What Internal Mindsets Need Adjustment? What External Variables Must Be Addressed? How Do We Change? How Do I Measure Progress? 03/06/2015 Lone Star P.E.T.S. 7

8. Want To Do + What to Do + How to Do It = New Members Desire + Skill + Sharing = New Members 8

9. How To Improve Organizational Skills (Teams) Membership Leadership Skills

10. *HBR OnPoint Musselwhite & Plouffe “A GREAT IDEA WON’T MATTER … IF YOU CAN’T CARRY IT THROUGH.” 03/06/2015 Lone Star P.E.T.S. 10

11. Develop Your Club Three Year Plan for Year-to-Year Sustainability It’s All About … Systems, Strategies, Tactics, Teamwork, & Habits! Check Out: Rotary 5790.org or www.Rotary.orgRotary 5790.org www.Rotary.org

12. 1.Request a written plan for your club 2.Focus on easy-to-implement tactics 3.Make it a sustainable multi-year effort 4.Train membership leaders 5. Have and use an orientation program 6.Get involved through monthly meeting *Include a respected club member to help communicate tactics. Select Your Membership TEAM Carefully*

13. “People are much more likely to act their way into a new way of thinking than to think their way into a new way of acting.” *HBR OnPoint Pascale & Sternin 03/06/2015 Lone Star P.E.T.S. 13

14. Present Your Club Vision and Club Membership Plan within your first 2-3 of weeks. Visitors  New Members…Ratio? Approve every prospect with Board of Directors and Members within 10 Days. Send your PERSONAL LETTER TO JOIN Within 2 Weeks. 03/06/2015 Lone Star P.E.T.S. 14

15. Membership Retention Use of CHARTS and the BUDDY SYSTEM

16. “When considering a membership strategy, weigh the potential losses more heavily than the potential gains.” *HBR OnPoint Robert Pozen 03/06/2015 Lone Star P.E.T.S. 16

17. Have and Use an Orientation Program Send key date cards to members (birthday, Rotary anniversary date, illness, wedding dates, etc.) Have members “Buddy” keep the membership informed…have a monthly social activity. Have interesting club programs. Keep your club young at heart with an Interact Club

18.  Local or International Projects  Club or District activities  Club administration/training  EREY Foundation support Engage them Early 03/06/2015 Lone Star P.E.T.S. 18

19. The Buddy System aka “No Rotarian Left Behind” Tip: Develop “Teams” of Buddies…Each Team Chooses a Leader… tasked with inviting visitors and monthly socials! There is a Social Need to Belong to an Organization…. And belonging has proven health benefits!

20. Teams of Two or More Members* Membership Chair Finalizes Team & Selects a Team Leader Buddies Stay in Touch With Each Other and Report illnesses, deaths in the family, etc. Team Leader Organizes a Get Together Every Few Months Team Members Work Together To Get New Members *Number of Teams Equal Club Goal for New Members

21. Rotary Buddy System 03/06/2015 Lone Star P.E.T.S. 21

22. Our job….every one of us…is to tell our story in such a way as to represent value in others lives by joining Rotary. Learn to “Connect” with Visitors….Why you joined and stay in Rotary … Be Positive Your Vision of Rotary Your Experience

23. Club Charts have a PROVEN impact on gaining new members and keeping existing members! Tip: Place Charts Near the Speaker Podium

24. Grow Your Club It’s Really Not That Hard ! As Club President, you are the engine that drives your club to success…form teams, delegate, monitor!

25.  To give back  To do good deeds  To network  To consolidate charitable giving  To address global issues  To make new friends  To promote goodwill  To enjoy the prestige of being a Rotarian  To be part of the team that eliminates Polio (Match candidate with the opportunity Rotary offers) 03/06/2015 Lone Star P.E.T.S. 25

26. DO: Invite a qualified candidate to a club meeting & follow-up. DON’T: try to explain the details about Rotary. DO: Introduce yourself to club visitors and speakers. DON’T: let an interested, qualified applicant leave without a membership packet. MEMBERS 03/06/2015 Lone Star P.E.T.S. 26

27. Winter 2014 OnPoint Harvard Business Review Articles LEADING CHANGE What Works and What Doesn’t

28. What’s to be changed? What’s to be left alone? Touch this and you will surely die! *HBR OnPoint Peabody & Stybel 03/06/2015 Lone Star P.E.T.S. 28

29. *HBR OnPoint David Garvin & Michael Roberto “Leaders earn latitude from members when their hearts are thought to be in the right place.” 03/06/2015 Lone Star P.E.T.S. 29

30. Mindset: The Key To Change

31. Learn From the People Plan With the People Begin With What They Have Build On What They Know 03/06/2015 Lone Star P.E.T.S. 31

32. 1.Reasons People Resist Change 2.Strategies for Change 3.Getting People to Change 4.Dealing with Resistance 5.Your Role as Club President 6.Why Change Does Not Occur To change behavior, it is important to know: 03/06/2015 Lone Star P.E.T.S. 32

33. A desire not to lose something of value. A misunderstanding of the change. Believing the change will not produce the desired result. A low tolerance for change. *HBR OnPoint J. Kotter & L. Schiesinger Why They Resist 03/06/2015 Lone Star P.E.T.S. 33

34. Buy-in can be a simple matter of being heard. HBR OnPoint Jeffrey Ford & Laurie Ford 03/06/2015 Lone Star P.E.T.S. 34

35.  Analyze situational factors.  Determine the optimal speed of change.  Consider methods to counter resistance. *HBR OnPoint Kotter & Schiesinger STRATEGIZE 03/06/2015 Lone Star P.E.T.S. 35

36. Focus on 1 behavior at a time. Have concrete and measurable goals. Activate peer pressure. Remove barriers to change. Teach and coach well. *HBR OnPoint Morten Hansen Inspire Change 03/06/2015 Lone Star P.E.T.S. 36

37. Education and Communication Participation and Involvement Facilitation and Support Negotiation and Agreement Manipulation Coercion Make the Group the Guru *HBR OnPoint John Koester 03/06/2015 Lone Star P.E.T.S. 37

38. *HBR OnPoint Jacqueline Fendt Analyze Goals Long-term Teams Feedback Focus Communicate Your Role 03/06/2015 Lone Star P.E.T.S. 38

39. *HBR OnPoint John Kotter Not establishing a great enough sense of urgency. Not creating a powerful enough guiding coalition. Lacking & under communicating the plan. Not planning and creating short-term wins. Declaring victory too soon. 03/06/2015 Lone Star P.E.T.S. 39

40. How To Evaluate Progress

41. *HBR OnPoint Harold Sirking, Perry Keenan, Alan Jackson D uration of time between milestones. The project team’s ability/ I ntegrity (skills). The organization’s C ommitment to change. E ffort over & above the usual contribution. 03/06/2015 Lone Star P.E.T.S. 41

42. WHAT IS ROTARY CLUB CENTRAL? ROTARY CLUB CENTRAL IS AN ONLINE TOOL TO HELP CLUBS SET AND TRACK THEIR GOALS AND ACHIEVEMENTS. http://www.rotary.org/clubcentral 03/06/2015 Lone Star P.E.T.S. 42

43. WHAT CAN IT DO? Set Goals and then Track Your Progress Trends Membership Retention Rotarian Engagement – how many participate in what Set Goals for: Club Communication Public Relations Service Projects Youth Exchange Foundation Giving Polio Plus Fund 03/06/2015 Lone Star P.E.T.S. 43

44. 03/06/2015 Lone Star P.E.T.S. 44

45. www.DavidWHurt @sbcglobal.net I might suggest you take club pictures during your term and replay them with the year end changing of the guard. Very best wishes as you grow your club! 03/06/2015 Lone Star P.E.T.S. 45