RI Zones 21b & 27 End Polio Now contacts & Membership Plan

’14-’15 DGs & DFCs:  Jim@5840.org; DDAnderson24@GMail.com; WWDendy@SWBell.Net; OKLaw@SWBell.Net; JLiving@SWBell.Net>;  DGMassey5890@MasseyInd.com; Michelle@MichelleSchaefer.com;  DonTaylor44@GMail.com; Hanspeter@Outlook.com; AWZeitler@SBCGlobal.Net; CMusgrave@Cox.Net; GLThomas2501@SBCGlobal.Net; JPLucas5790@GMail.com; HGRowe@SBCGlobal.Net; Doug5840@KTC.com; Ken.Adams.Rotary@EmbarqMail.com; BigZLumber@Aol.com; RogerMcCabe@MehaffyWeber.com; Andy@SellsCars.org; Regional Foundation Coordinator:  Jim@5840.org;

DGs, DGNs, PDGs & other leaders:  B.Frantum233@GrandeCom.Net; MGeiger.Rotary@GMail.com; NickG5890@Yahoo.com; DALockey@MSN.com; LouMins@Aol.com; Melo@Austin.RR.com; LanceBP2000@Yahoo.com; TCUJohn@SuddenLink.Net; TSecord@SlaTx.US; Webb0079@ATT.Net; DShirley@OU.edu; Don.Mebus@Rotary.org; Sepulveda-RJ@SBCGlobal.Net; Sherri5840@MSN.com; SuziHowe@EarthLink.Net;

RI Zones 21b & 27 Membership Business Plan  2014

1. The Purpose of this document

2. Who we are

3. Our Challenge / Our Opportunities

4. A change in attitude and approach

5. The need to work together:   a. Zone Leadership:   i. Rotary Coordinators (RC)   ii. Regional Rotary Foundation Coordinators (RRFC)   iii. Rotary Public Image Coordinators (RPIC)   b. District Leadership:   i. District Governors   ii. District Governors – Elect   iii. District Governors-Nominee   iv. District Membership Chairs   v. District Foundation Chairs   vi. District Public Image Chairs   vii. District Trainers

6. Our membership issues impact on:   a. Foundation Giving   b. Public Image

7. Our current Membership Model is simply not working
8. Our opportunities for Membership growth:   a. Retention   b. Individuals under 40   c. Diversity – including attracting female
d. Retired Individuals   e. Alumni
9. Is it possible?
10. Our future if we do not change our membership trend
11. A ”New Model”
12. Greater Zone and District involvement in working with our Rotary Clubs
13. The Proposed Business Plan – “Back to Basics”
14. Keeping Membership a Top Priority:   a. Rotary Zone 21b & 27 Regional Events   b. Attendance at the Rotary Institute 2014 and 2015   c. A Paired – Zone Membership Event   d. A new Zone 21b & 27 Website   e. Quarterly Zone Webinar and Combined Zone Newsletter
15. Summary
16. Exhibits

Rotary International  Zones 21b & 27  Proposed Membership Business Plan

The Purpose of this document     The purpose of this document is to present a proposed Membership Business Plan for the Districts that comprise Rotary International Zones 21b & 27.

Who we are     As of January 31, 2014 Rotary Zone 21b consisted of 7 Districts with 410 clubs & 17,698 members. Rotary Zone 27 consisted of 15 Districts with 687 clubs and 30,032 members. Combing the two-paired Zones there are 22 Districts with 1,097 Clubs & 47,730 members.

Our Challenge / Our Opportunity     When you examine the 10-year membership history of our two-paired Zones we have experienced a 13.96% decline in membership (evidenced by spreadsheet at Exhibit 1).  When you view this 10-year membership history visually on a chart (Exhibit 2) it looks like the following:

This 10-year trend strongly suggests that our attempts to increase membership have failed & we are truly in a crisis situation. Albert Einstein once said, “Insanity is doing the same thing over & over again & expecting different results”.

We are at a truly at a crossroad for Rotary membership in Rotary Zones 21b & 27 & we truly believe that we should take not only a completely different approach but a “business approach” to how our Zones, our Districts & Clubs address Rotary membership now & in the future.

A change in attitude and approach     We truly need to rethink our attitude & our approach towards our Zones, our Districts,
our Rotary clubs & our members. If we were to view Rotary as a business entity (which we are): Rotary International would be our “Parent Company”, our two-paired Zones (Zones 21b & 27) would be a “Division of Rotary International,” our 22 Districts would be “Independent Affiliates,” our 1,097 Rotary Clubs would be our “Autonomous Branches,” that happen to have 47,730 “Internal Customers” (members).

The need to work together     All of the 22 Districts in our two-paired Zones have been attempting to “solve this membership challenge / opportunity” for the last 10 years on their own with constant yearly changes in District leadership with ever-changing membership schemes.  As evidenced by Exhibit 1, only one District has accomplished an upward trend in membership over the past 10 years (District 5450 with a 38 net increase (+1.25%);  which is nothing to boast about).

It is outrageous to think that we can accomplish independently our membership challenge / opportunity without coming together & sharing “best practices” among ourselves.

If our Regional Membership Plan is ever going to work it is very important that the Zone Leadership (Rotary Coordinators, Regional Rotary Foundation Coordinators & Rotary Public Image Coordinators) & the District Leadership of our two paired-zones (District Governors, District Governors Elect, District Governors Nominee, District Membership Chairs, District Foundation Chairs, District Public Image Chairs & District Trainers) come together & work together to address this membership issue.

Our membership issues impact on     Foundation Giving     Our membership issue not only impacts our Rotary Clubs’ survival but it also greatly impacts our Rotary Foundation giving & our Public Image (not only with our “Internal Customers” (our members) but our “External Customers (Potential members & Partners).

The annual giving to our Rotary Foundation from Rotary Zones 21b & 27 over the last 7 years is noted at Exhibit 3. When you view this Rotary Foundation giving trend visually on a chart (Exhibit 4) it would look like the following:  Our annual per capita giving to the our Rotary Foundation from Rotary Zones 21b & 27 over the last 7 years is noted at Exhibit 5. It is hard to calculate the impact, but it is very fair to state that our Rotary Foundation giving from our two paired Zones would have been substantially greater had our membership numbers not been on a downward trend.

Public Image    Again it is hard to measure, but having the incredible turnover of our membership simply cannot be good for our Public Image.  At the 2011 International Assembly the following Rotary membership statistics were reported:
Rotary Clubs Membership Rotary Membership     06/30/2003 31,551 1.2 Million (approx.)    06/30/2010 34,103 1.2 Million (approx.)
Unfortunately these statistics do not tell the whole story. During this 7-year period we increased the number of Rotary clubs in the world by a net 2,552 & our membership was “stable” at approximately 1.2 million members (we actually increased our membership by a net of 226 members). The untold fact is that during this 7-year time period we inducted more than 1.1 million members. In other words we had 1.1 million
members “welcomed into the family of Rotary” (came in the front door), & we lost 1.1 million from our family of Rotary”(walked out the back door).  Having over a million “former Rotarians” is not a good way to “run or build any business, much less the business of Rotary”.

Our current Membership Model is simply not working      Rotary International   Two Rotary Coordinators     22 Districts with
District Governors, District Membership Chairs; 1,097 Clubs with 47,730 Members

With the constant turnover of District & Club leadership this membership model simply is not working. There are no perpetual membership plans among the Clubs, the Districts or the Zones.  The “Best Practices” of Rotary membership are never shared among Rotary Clubs in a District, from one District to another District nor one Zone to another. If a consistent business membership plan is not communicated at the Club level in our two-paired Zones, then we will never make a change in our membership trend.

Our opportunities for Membership growth     If Zones 21b & 27 are ever going to change our downward trend on membership, we
truly need to address the following challenges / opportunities of membership:
• Retention (50% of all new members of Rotary leave during the first three years)
• Attracting individuals “under the age of 40” (Only 11% of Rotarians worldwide are under the age of 40);  2% are under the age of 30;  9% are under between the age of 30 – 39
It is estimated that over 76 million individuals have been born after 1981 (Generation Y)

It is estimated that approximately 69.5 million individuals were born between 1965 & 1980 (age 30 – 45) (Generation X)
• Diversity – including attracting females (Only 18% of Rotarians worldwide are female, with a worldwide female population of over 50%)
• Attracting individuals who are “retired” (Only 21% of Rotarians worldwide are retired)
• Alumni (only 2.9% of our alumni are Rotarians)

Is it Possible?     At the District Governor Elect and District Governor Nominee Rotary Institute training in January, 2013 it was requested of the future District leadership of Rotary Zones 21b & 27 to “draw a line in the sand” & to vision each District in Rotary Zones 21b & 27 to be
the “Best of the Best.”  They were asked if it is possible using a completely different approach to membership to re-establish their District’s membership level back to the highest membership their District has had during the last five-year period.     To increase the success of this undertaking it was suggested that this possible goal be accomplished over the next two Rotary years (2014–2015 & 2015–2016).   This approach is not a contest; it is a “working together as a Zone TEAM” and changing our attitude & our approach to this devastating downward trend of membership in our two-paired Zones.

The District Governors–Elect and the District Governors – Nominee have each been given their 10-year history & have been respectfully asked to provide a realistic goal of the number of members that they will have at the end of the Rotary year 2015 & 2016. This information is currently being collected with a due date of May 1, 2014.     If every District “did their part” we would accomplish the membership numbers
evidenced in the spreadsheet at Exhibit 6.     When you view this possible new membership trend visually on a chart (Exhibit 7) it
would look like the following:   Our future if we do not change our membership trend Simply said, if we do not reverse this downward membership trend “we will be out of the Rotary business in Zones 21b & 27”, our Rotary Foundation giving will decrease substantially, & the Public Image of Rotary will be more than tarnished.
New Model
It is critical that we present a consistent business membership plan, best possible tools & best practices to as many of the 1,097 Clubs as possible over the next few years. This proposed business membership plan is not a “quick fix” resolution, but an attempt to change our membership attitude, approach & direction over the next two years.  We would suggest that we create a new model such as the following:
Zone 21b Cadre Trainers   Zone 27 Cadre Trainers   Rotary Zones 21b & 27 Coordinators   22 District Cadres:  District Membership Chair & Coordinators, District Foundation Chair & Coordinators, District Public Image Chair & Coordinators, District Trainer & Assistants, Assistant Governors, Other District Leadership, Facilitator, Trainer, District Governors of zones 21b & 27; 1,097 Rotary Clubs in Zones 21b & 27
(The proposed business membership plan would be presented to the leadership of our Rotary clubs)

Greater Zone & District involvement in working with our Rotary Clubs     The greatest challenge / opportunity that we have is providing consistent training & best practice sharing at the club level.

Zone Cadre Trainers  As noted above it is proposed that our two-paired Zones create a Cadre of Trainers with members throughout our two Zones who are able to provide consistent facilitated training to District Cadre members, at a District’s request, in the following areas of
Membership:     • Self Assessment     • Retention     • Engaging Rotarians     • Business Planning for Rotary Clubs     • Attracting individuals under 40     • Attracting retired individuals     • Diversity     • Alumni

District Cadre Trainers     The District Leadership will then offer to provide facilitated training to their Rotary club
members (or a cluster of Rotary Clubs) at the Rotary club’s request by providing consistent training forums in the above noted areas of membership.
The Proposed Business Plan – “Back to Basics”
These forums would ask clubs to “get back to basics” & include suggested items like:

1. A Self Assessment:   a. Preparing Your Club to Grow (Exhibit 8)   b. 15 + Tips for Successful Clubs (Exhibit 9)   c. The Club Health Check for President-Elects at PETS (Exhibit 10)

2. Retention:

a. “The We Care Program” (Exhibit 11)

b. Twelve Letters to New Rotarians (Exhibit 12)

c. Rotary Mentor Program     i. Being a Rotary Mentor (Exhibit 13)     ii. Retention – A New Friend – Mentoring Worksheet (Exhibit 14)
d. Attracting New Members / Retaining Members measurement (Exhibit 15)

3. Engaging Rotarians:
a. Three Tips on Engagement (Exhibit 16)
b. Perfect Engagement for Rotary Clubs (Exhibit 17)

4. Business Planning for Rotary Clubs (Exhibit 18):
i. Vision
ii. Goal
iii. Project
iv. Task

5. Attracting Individuals under 40
a. Why join Rotary (Exhibit 19)
b. What’s in it for me? (Exhibit 20)
c. Satellite Rotary Clubs (Exhibit 21)
d. Community Rotaract Clubs

6. Attracting Individuals Retired:
a. New Member Information Program (Exhibit 22)

7. Diversity:
a. Geographical Mapping – PDG Larry Sundram

8. Alumni:
a. Reach to non-Rotarian alumni
b. Charter new alumni associations
Keeping Membership a Top Priority:
As previously emphasized it is very important that the Zone Leadership (Rotary Coordinators, Regional Rotary Foundation Coordinators & Rotary Public Image Coordinators) & the District Leadership of our two paired-zones (District Governors, District Governors Elect, District Governors Nominee, District Membership Chairs, District Foundation Chairs, District Public Image Chairs, District Trainers) come together
& work together to address this membership issue each & every year.

Rotary Zone 21b & 27 Regional Events:
It is also suggested that the Regional Events (Zone 21b – Rotary Multi District Leadership Training event (August 1,2, 2014) and the Zone 27 District Leadership Institute (July 25, 26, 2014) be utilized to discuss the proposed plan.  Attendance at the Rotary Institute 2014 and 2015:
It is also strongly suggested that our 22 District Membership Chairs, 22 District Foundation Chairs, 22 District Public Image Chairs and 22 District Trainers attend our Rotary Institute 2014. This venue will allow our top District leadership:
• To have the very unique opportunity to be included in the atmosphere of a Rotary Institute event
• To discuss & implement the proposed Membership Business Plan
• To share “best practices”
A Paired – Zone Membership Event:

It is also suggested that we have a Zone 21b & 27 Membership event, like the Rotary International Presidential Membership Conference that took place during the Rotary years ending 2009 & 2010. Please see the very positive evaluation results from the Rotary International Presidential Membership Conference that took place in January of 2009 where 513 Rotarians representing 28 states in the U.S. & 3 other countries participated. (Exhibit 13). A preliminary date for this event is January 9 & 10, 2015 in Albuquerque, New Mexico.

A new Zone 21b & 27 Website:    A new website has been developed at rizones21-27.org to give our paired-zone a fresh new look & to allow us to communicate effectively in the future not only in regard to Rotary membership, but Rotary Foundation giving & Public Image.
Quarterly Zone Webinar & Combined Zone Newsletter     It is very important that we “come together” as a group to solve this downward
membership trend. Having quarterly Zone webinars & a combined Zone Newsletter will play a critical part of our business plan.

The Rotary Zone 21b & 27 Coordinator Team (Rotary Coordinators, Regional Rotary Foundation Coordinators and the Rotary Public Image Coordinators) has put a tremendous amount of effort in this proposed Membership Business Plan as a component of our Rotary Regional Membership Plan. Please feel free to contact any of the team members with any questions, comments or concerns.

Respectfully submitted,

The Zone 21b & 27 Coordinator Team

Greg E. Podd, Rotary Rotary International Director 2014 – 2016
Larry Dimmitt, Regional Rotary Foundation Coordinator – Zone 27
Jim Berg, Regional Rotary Foundation Coordinator – Zone 21b
Lynne Baker Zone 21b & 27 Membership Coordinator (Project Lead)
Richard “Dick” Jones, Rotary Coordinator – Zone 27
David Norris, Rotary Coordinator – Zone 21b
Joe Foote, Rotary Public Image Coordinator – Zone 27
Charles “Charlie” Thorp, Rotary Public Image Coordinator – Zone 21b

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