Rotary Club Membership Growth Readiness Assessment
Assess the growth readiness of a Rotary Club through a comprehensive assessment covering membership trends, club vibrancy, leadership indicators, community service initiatives, and commitment to growth. The assessment evaluates various aspects of club operations, engagement, and strategic planning to support sustainable growth and impact within the Rotary community.
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Club Membership Growth Readiness Assessment Club Name: Date Completed:
Membership Trend Membership Trend What was the club s membership at the end of the 2020-21 Rotary year (6/30/2021)? What is the club s current membership? Growing Plot the club s membership trend accordingly on the vertical axis of the segmentation (slide 13): +5 or more Not Vibrant but Growing Vibrant and Growing Membership Trend +2 to 4 -1 to +1 Flat Not Vibrant and Declining Vibrant but Declining -2 to 4 -5 or more Declining Note this scale is temporary may change based on review club stats across the District. Low Medium High Club Vibrancy
Assessing Vibrancy Vibrancy Assessment: Clubs will receive a score on each of 7 domains: 1. Leadership 2. Doing Good in the Community 3. Doing Good in the World 4. Engagement with Youth 5. Public Image 6. Member Engagement 7. Welcome/Visitor Experience Commitment to Growth: Clubs will indicate their commitment to growth as a priority and focus of action in the next three years, as well as their willingness to accept assistance from the District.
Leadership Indicators Scoring Instructions Score Key leadership positions are filled. 1 point for each position filled: President, Treasurer, Membership Chair, Foundation Chair, Public Image Chair (Max 5 points) Club s president elect attends PETS each year. 2 points for each year the club s President Elect has attended PETS in the past 3 years (Max 6 points) Club has (and follows) a strategic plan developed or updated within the last 3 years. 0 points if no strategic plan in place; 3 points if have a strategy that has been developed or updated in the last 3 years; 5 points if club board reviews and tracks progress against the strategy at least twice each year. (Max 5 points) Club has input goals into Club Central 1 point for having each of the following goals input into Club Central: Club Membership, Annual Fund Contributions, PolioPlus Contributions, Update Website and Social Media, and any additional goal. (Max 5 points) District Conference Participation 1 point for each year in the past three years that at least one member of the club has attended TriCon. (Max 3 Points) Total Score - Leadership (Max 24 Points)
Doing Good in the Community Indicators Scoring Instructions Score Community service projects/programs. 5 points for each project/program that the club implements in its community with regularity. Examples include: Grant programs to community groups, schools or teachers Service projects that are planned and executed on a regular basis (can be different projects, but service is done at least 3 times per year) Environmental projects that are planned and executed on a regular basis (at least 3 times per year). Award or recognition programs to recognize community leaders (e.g., volunteers, teachers). Other. (Max 25 points) Total Score Doing Good in the Community (Max 25 Points)
Doing Good in the World Indicators Scoring Instructions Score Annual Fund Giving Based on data for the most recent complete year (2023-24): 0 points if no giving; 3 points if any giving; 4 points if per capita giving is $50 or more; 5 points if per capita giving is $75 or more. (Max 5 points) PolioPlus Fund Giving Based on data for the most recent complete year (2023-24): 0 points if no giving; 2 points if any giving; 4 points if club holds a public event (e.g., Pints for Polio) to raise funds for PolioPlus. (Max 4 points) Participation in Global Grants Based on participation over the past three years: 0 points if no participation in global grants; 3 points if club has contributed to a global grant initiated by another club; 5 points if club initiated a program funded by a global grant (initiative may be in the US). (Max 5 points) Member Education on Rotary s Global Actions In the past year, has the club had speakers or otherwise educated its members about ways Rotary is taking action to impact its seven areas of focus around the world? 0 points if no; 2 points if 1 to 2 times; 4 points if 3 or more times. (Max 4 points) Total Score Doing Good in the World (Max 18 Points)
Engagement with Youth Indicators Scoring Instructions Score Engagement with Schools Does the club implement programs that positively highlight or impact youth in its community? 0 points if none; 3 points if at least 1 program. (Max 3 points) Student Scholarships Does club offer at any scholarships to graduating high school students? 0 points if none; 3 points if at least 1 scholarship. (Max 3 points) Interact Club Sponsorship Does club sponsors one or more interact clubs in its community? 0 points if none; 3 points if at least 1. (Max 3 points) Rotary Youth Exchange Does club have an active Rotary Youth Exchange program? 0 points if no; 3 points if yes. (Max 3 points) Rotary Youth Leadership Award (RYLA) In past two years, has the club sponsored at least one student to attend District 6220 s RYLA program. 0 points if no. 3 points if yes. (Max 3 points) Total Score Engagement with Youth (Max 15 Points)
Public Image Indicators Scoring Instructions Score Web Site What is the status of the club s website? 0 points if no web site; 1 point if club has a website, but it is not up-to-date; 3 points if website is updated but design is not contemporary; 5 points if website is updated and contemporary. (Max 5 points) Facebook Page What is the status of the club s Facebook page? 0 points if no club Facebook page; 1 point if club has a Facebook page but has not posted in at least the past month; 4 points if club posts about monthly; 6 points if club posts about weekly or more. (Max 6 points) Instagram What is the status of the club s Instagram page? 0 points if no club Facebook page; 1 point if club has a Instagram page but has not posted in at least the past month; 4 points if club posts about monthly; 6 points if club posts about weekly or more. (Max 6 points) Traditional Media Stories Has the club achieved coverage in local media (paper, radio, TV) in the past year? 0 points if none; 2 points if at least one story, 4 points for 2 or 3 stories; 6 points for 4 or more stories (Max 6 points) Total Score Public Image (Max 23 Points)
Member Engagement Indicators Scoring Instructions Score Orientation and Onboarding What is the club s orientation and onboarding process? 0 points if none or not followed; 1 point if process is voluntary; 3 points if club uses and tracks an onboarding checklist for new members; 5 points if new members are matched to a buddy to help with orientation and onboarding. (Max 5 points) Interaction at Meetings Does club take steps to promote interaction among different members during meetings? 0 points none or rare; 3 points if at least twice per year; 5 points if 3 or more times per year. (Max 5 points) Socials and Events Does club sponsor educational or social events outside of regular meetings and fundraisers? 0 points if none; 1 point if 1 or 2 times per year; 3 points if 3 to 5; 5 points if 6 or more times per year. (Max 5 points) Fun Are club meetings fun? Rate on 0 to 5 scale, where 0 = no fun at all, and 5 = meetings are almost always fun to attend. (Max 5 points) Tracking & Follow-Up Does the club have a system to track attendance and follow up with members who have been absent for an extended time? 0 points if none; 3 points if 2 or 3 times per year; 5 points if at least quarterly. (Max 5 points) Total Score Member Engagement (Max 25 Points)
Welcome / Visitor and Member Experience Indicators Scoring Instructions Score Visitor Welcome Process Does club have a process to identify and welcome visitors to meetings? 0 points if none; 3 points if visitors are welcomed on entry; 5 points if there are processes to introduce visitors to others and otherwise help them feel welcome. (Max 5 points) Member Welcome Process Does club have a process to welcome members to meetings? 0 points if none; 3 points for having an assigned greeter; 5 points if additional processes/systems are in place to help members feel welcome. (Max 5 points) Meeting Space Is meeting space welcoming and conducive to a Rotary meeting (private, comfortable, pleasant)? Rate on 0 to 5 scale, where 0 = not at all conducive, and 5 = very conducive to a Rotary meeting. (Max 5 points) Virtual Meeting Option Does club provide the opportunity for members to attend meetings virtually if they can t be there live? 0 points if no; 3 points if yes. (Max 3 points) Inclusiveness Is club welcoming to people with differences of race, religion, sex, sexual identity or orientation, occupation, disability, or income? Consider: how club membership compares with community demographics, accessibility of meeting space to people with disabilities, meal options to accommodate vegetarians or people who can t eat gluten. Rate on 0 to 5 scale, where 0 = not at all welcoming to all, and 5 = very welcoming to all. (Max 5 points) Total Score Welcome / Visitor and Member Experience (Max 23 Points)
Commitment to Growth Indicators Scoring Instructions Score Growth as a Priority Is growing membership a top priority for the club? Rate 0-5, where 0 = growth is not at all a priority to 5 = growth is the club s top priority. (Max 5 points) Commitment to Action Is the club committed to taking actions that will promote growth over the next three years? Rate 0-5, where 0 = not at all committed to taking action on growth, and 5 = club is very committed to taking action that promotes growth. (Max 5 points) Willingness to Accept District Assistance Is the club willing to accept assistance from the District to help them promote growth over the next three years? Rate 0-5, where 0 = not at all willing to accept assistance, and 5 = club is very willing to accept assistance. (Max 5 points)
Vibrancy Score Growing Domain Score Leadership Not Vibrant but Growing Vibrant and Growing Membership Trend Doing Good in the Community Doing Good in the World Flat Engagement with Youth Not Vibrant and Declining Vibrant but Declining Public Image Member Engagement Declining Plot the club s total vibrancy score on the horizontal axis of the segmentation: Low Medium High Welcome/Visitor and Member Experience Club Vibrancy <30 31-61 62-92 93-123 > 123 Total
Plot Segmentation Plot club s position on the segmentation using the membership trend location on slide 2 and vibrancy score on slide 12. Growing Not Vibrant but Growing Vibrant and Growing Membership Trend The goal is to over time to become more vibrant and growing. Generally speaking, this is achieved by focusing on ways to become more vibrant to become more of the type of club people want to join and belong to. Flat Not Vibrant and Declining Vibrant but Declining Declining Low Medium High Club Vibrancy
A Path to Growth A Path to Growth Questions to Consider Questions to Consider What stands out from the assessment? Thinking about how we might grow/grow more over the next three years, where might we want to focus our efforts first, and how would success in those efforts put us in a position to grow, and what might we want to focus on next?
Discussion - Rotary Club of Springfield - Commitment to Growth - Scenarios / Implications Indicators Scoring Instructions Score Scenario 1 Scenario 2 Scenario 3 Growth as a Priority Is growing membership a top priority for the club? Rate 1-5, where 0 = growth is not at all a priority to 5 = growth is the club s top priority. (Max 5 points) 2 5 4 Commitment to Action Is the club committed to taking actions that will promote growth over the next three years? Rate 1-5, where 0 = not at all committed to taking action on growth, and 5 = club is very committed to taking action that promotes growth. (Max 5 points) 2 5 4 Willingness to Accept District Assistance Is the club willing to accept assistance from the District to help them promote growth over the next three years? Rate 1-5, where 0 = not at all willing to accept assistance, and 5 = club is very willing to accept assistance. (Max 5 points) 0 2 4
How Can the District Help? How Can the District Help?
