1. Membership Matters! District 5060 – Spring Seminar Kelowna, BC Rev 04-25-2015

2. Presenters Jim Adamson PDG D5600 District Trainer Bruce Falkins PDG D5060 Assistant Coordinator Zone 24 W - Membership

3. District 5060 July 1, 2010 2873 July 1, 2011 2783 July 1, 2012 2712 July 1, 2013 2662 July 1, 2014 2582 Net Loss 169 March 2015 2704

4. North America

5. The Challenge We have a membership challenge

6. Hold the Presses! New Information… that can help! siegel + gale

7. siegel+gale

8. siegel + gale Survey Two key questions: 1.Why did you JOIN Rotary? 2.What is the main reason you STAY with Rotary?

9. Why Join? To positively Impact my community 35.5% For friendship 30.0% Networking opportunities 18.7% Personal & professional recognition 4.3% Training opportunities 3.3% To have positive impact globally 8.2%

10. Why Stay? To positively Impact my community 35.5%36.1% For friendship 30.0%38.4% Networking opportunities 18.7%5.2% Personal & professional recognition 4.3%2.3% Training opportunities 3.3%3.5% To have positive impact globally 8.2%14.5%

11. Key Points – From siegel + gale 1.Local Impact 2.Friends and Contacts 3.Vocation - Value Me & My Work 4.Leaders to Work With

12. Learning Objectives What we can do… Right Now!

13. Ponder This Who Are Our Customers Members

14. What Our Customers Want 1.Local Impact 2.Friends and Contacts 3.Vocation - Value Me & My Work 4.Leaders to Work With

15. Ready But First… Is our Club Actually READY for New Members?

16. The Questions Is our Club… Attractive…Relevant?

17. Attractive & Relevant Indicators Club is active… Is “doing” things Club is active… Is “doing” things Get to meet & know local Leaders Get to meet & know local Leaders Good Website, Facebook Good Website, Facebook Members feel involved Members feel involved Members and guests feel welcome Members and guests feel welcome Strong Camaraderie (and Fun) Strong Camaraderie (and Fun) Respects Members’ Work Respects Members’ Work And much more...

18. Survey Exercise Survey Our Club

19. NO to any question? to any question? Survey Results

20. What Our Customers Value 1.Local Impact 2.Friends and Contacts 3.Vocation - Value Me & My Work 4.Leaders to Work With

21. Attraction How Do We Attract New Members? Appeal to Them

22. 3 Steps to Attraction 1.The Ask / Answer

23. Ask Exercise Meet Mary Smith

24. What Our Customers Value 1.Local Impact 2.Friends and Contacts 3.Vocation - Value Me & My Work 4.Leaders to Work With

25. Initial Attraction – Key Words Local Local Friends Friends Leaders Leaders This Community This Community

26. Initial Attraction – The “Answer” It’s a leadership organization… we’re made up of business, we’re made up of local business, professional and civic leaders. We meet regularly, get to know each other, form friendships, & through that, we’re able We meet regularly, get to know each other, form friendships, & through that, we’re able to get things done in this community.

27. Customer Profiles What About Other Prospective Members?

28. What Our Customers Value 1.Local Impact 2.Friends and Contacts 3.Vocation - Value Me & My Work 4.Leaders to Work With

29. 3 Steps to Attraction 1.The Ask / Answer 2.Website, Facebook+

30. Your Website Does your website reflect what you told Mary?

32. Lamorinda Sunrise Message change the world?...1.2-million members 34,000 clubs globally clean water for drinking... human health combating hunger... eradicating polio explore this site to learn more about Rotary International

34. My R/C Message Work with parents to improve local schools Provide scholarships to needy students Offer ethical and leadership education Improve the lives of people who didn’t get your opportunity Get involved and have fun!

35. What Works Better? 1.Rotary has 34,000 clubs in 200 countries and regions. 2.Rotary is in Albania to Zimbabwe 3.Rotary is eradicating polio. 4.Explore this site to learn more about Rotary International. 1.We are local business, professional and civic leaders. 2.We get to know one another. 3.We get things done in this community. 4.We are involved in the community and we have fun doing it.

36. Build a Better Website Who are we? Who are we? What do we do? What do we do? What’s in it for You? What’s in it for You?

37. What’s In It For Our Customers? 1.Local Impact 2.Friends and Contacts 3.Vocation - Value Me & My Work 4.Leaders to Work With

38. Who ya going to call? Call our Ghost Buster team (1)Membership Trainers Jim Adamson, PDG Bruce Falkins, PDG (2) Zone 24 Public Image Coordinator Sean Hogan (D5050) (3) Membership Area Representatives Steve Weidenbach, MARs Chair D5060 See www.rotary5060.org - “DISTRICT” - “Membership Matters!”

39. 3 Steps to Attraction 1.The Ask / Answer 2.Website, Facebook+ 3.The First Impression

40. The First Impression What creates an impression? _______________ _______________

41. How Do We Treat Our Guests? Is every guest special?

42. Do We Rush the Question?

43. Is Your Club Like Cheers? Sometimes you want to go, Where everybody knows your name, and they’re always glad you came.

44. What Our Customers Value 1.Local Impact 2.Friends and Contacts 3.Vocation - Value Me & My Work 4.Leaders to Work With

45. Keep ‘em Retention The Joliet Club has 100% Retention

46. What Our Customers Want 1.Local Impact 2.Friends and Contacts 3.Vocation - Value Me & My Work 4.Leaders to Work With

47. Why They Leave? If you do nothing... 15% will leave “Not Worth It” Cut This 50%

48. 5 Steps to Retention 1.Orientation

49. 5 Steps to Retention 1.Orientation 2.Induction (make it personal)

50. Induction Exercise Meet Mary Smith’s Family

51. 5 Steps to Retention 1.Orientation 2.Induction (make it personal) 3.Friends (#1 reason for staying)

52. 5 Steps to Retention 1.Orientation 2.Induction (make it personal) 3.Friends (#1 reason for staying) 4.Involvement opportunities

53. 5 Steps to Retention 1.Orientation 2.Induction (make it personal) 3.Friends (#1 reason for staying) 4.Involvement opportunities 5.Add Rotary knowledge

54. Twelve Letter Topics 1. Welcome 2. Communications 3. Classifications 4. Rotary Basics 5. Club Service 6. Vocational Service 7. Community Ser. 8. International Ser. 9. Youth Service 10. Our Foundation 11. Attendance 12. Sponsoring

55. Where to Find Information? www.rotary5060.org

56. Website Resources Preparing your Club to Grow Preparing your Club to Grow What’s Rotary What’s Rotary Member Induction Script Member Induction Script Action Items Checklist Action Items Checklist 12 letters 12 letters ….. And Much More ….. And Much More www.rotary5060.org

57. What You Can Do – Right Now! 1. List Members <24 months 2. Schedule Work/Personal Talks 3. Meet personally re Interests 4. Start personalized Inductions 5. Start New Member letters 6. Board adopts “name/work” 7. Top “Easy To Do Take Away” implemented 8. Plan to turn “NO’s” into “YES’s” Easy Now Actions!

58. Within Next 30-Days Within Next 30-Days! 1. All members develop the “What’s Rotary” response. 2. Review & update Website 3. Assign Greeters/protocols 4. All members begin knowing names/vocations of all others 5. Continue vocational talks by all members 6. Top three “NO’s” are turned into “YES’s” Easy 30 Day Actions

59. Within 90-Days! 1. All members know names/vocations of all & continue work/personal talks for all 2. Guests/Visitors all feel welcome 3. All members feel welcome — Cheers! 4. All members involved 5. Remaining “NO’s” are turned into “YES’s” 90 Day Results

60. What Our Customers Value 1.Local Impact 2.Friends and Contacts 3.Vocation - Value Me & My Work 4.Leaders to Work With

61. Membership “Our organizational priority is, and must be, membership … without members, there would be no Rotary.” - John Hewko, General Secretary of Rotary International

62. Questions