Enhancing Club Membership Strategies for Growth and Success

AG Training –
Membership
District 7610
Dale Lazar
Membership/PI Chair
Good projects
Good meetings
Good fundraising
Good pretty much everything else
The District can’t do membership for a Club, but the
District/RI can provide the resources Clubs need to be
successful at membership
Clubs need to start planning NOW!
Good Membership Drives Good Clubs
Club Presidents can’t do membership alone – President needs help
Membership/PI (including retention) is the perfect area to offload
onto someone else
Membership/PI can be one chair or separate chairs
If your clubs have had the same membership chair for the past
several years and your clubs haven’t been growing at a steady +2
net (or so) pace, then its time to suggest giving another member a
chance to be successful as Membership/PI chair
Let your Clubs know that you, your Area Membership/PI Chair,
DGE Jonathan, District Membership Chair Elect (DMCE) Ralph
Menzel and I stand ready to help.
Select Membership/PI Chair(s):
April 30, 2018
In all but the smallest clubs, a Membership/PI Chair can’t do it alone
Work with the PE and Membership Chair to line up a committee
Everything your Clubs do should have a membership/PI angle.
Suggest that the programming chair and project chair in your Clubs
be on the membership/PI committee
Is one of your Clubs having a particularly interesting speaker or
doing a particularly interesting project?  Suggest that the Club let the
community know and invite the community to attend/participate.
Then have your Club work the membership angle.
Let your Clubs know that you, your Area Membership/PI Chair,
DGE Jonathan, DMCE Ralph and I stand ready to help
Select a Membership/PI Committee:
May 31, 2018
Your Clubs must have a membership/PI plan that takes
retention into account – a 15% attrition/year is unavoidable
even with an intentional strategy to maximize retention
Membership/PI must be a conscious effort for your Clubs
Your Clubs will be able to measure their membership/PI
success against their plans
One size does not fit all – Your Clubs’ plans must be right for
them.  
BUT THEY NEED A PLAN!
Harry Henderson has a great presentation on membership/PI
plans, and he is EAGER to share it with the membership
committee of your Clubs.
Adopt a Membership/PI Plan: June 30, 2018
Offer to sit down with the Membership/PI Chairs and/or
committees of your Clubs to develop a plan.  Harry
Henderson, DGE Glenn and I are happy to help also.
The plan can be as sophisticated as Harry proposes,
targeting key community members such as school
principals, PTA presidents, police chief, fire chief,
chamber of commerce president (and how to compel
these people to say yes to Rotary membership)
Adopt a Membership/PI Plan: June 30, 2018
Or the plan can be as simple as adding one or two new
membership activities to the Club calendar to see whether it
enhances membership
If the Club has been growing over the past 4 or 5 years at a
steady +2 net, then the plan can be to stay the course.  But if
this is not the case, then the Club needs to up its membership
game.
Collect the plans for your Clubs and forward to me.
Let your Clubs know that you
, 
your Area Membership/PI Chair,
DGE Jonathan, DMCE Ralph and I stand ready to help
Adopt a Membership/PI Plan: June 30, 2018
1.
Use a “who do you know” survey to be filled out by
members.
2.
President 
personally
 asks each member to bring in a recruit
3.
Invite local business leaders as speakers – and then recruit
4.
Who in the community would be a good member? Chair of
Chamber of Commerce, High School Principal, President of
PTA, Police Chief, Fire Chief,…? Then think about what
Rotary can do for each that would make it hard to say no to
membership.
5.
Target companies in the area and identify appropriate
leaders in those companies
Suggestions for a Membership/PI Plan
6.
Target those who participate in Rotary events
7.
Target leaders in organizations you fund
8.
Consider a community social hour
Suggestions for a Membership/PI Plan
Once your Clubs have a plan, then it becomes a lot
easier for them to work it.
Let your Clubs know that you, your Area
Membership/PI Chair, DGE Glenn and I stand ready to
help.
Keep DMCE Ralph informed of your Clubs’
membership activities
Work the Plan: July 1, 2018-June 30, 2019
Have you heard from potentially great Rotarians that
the Rotary “straightjacket” prevents them from joining?
Would changing your meeting schedule attract additional
members? You can vary meeting days, times, frequency, etc.
Do you consider work on service projects and social
gatherings for attendance purposes?
Would varying your meeting format attract additional
members? Meetings can be in person, online, streamed to
enable members to attend remotely or a combination of these.
Would relaxing meeting attendance requirements strengthen
your Club? Could you replace attendance requirements by
encouraging participation in other ways?
Would Greater Flexibility Enhance Your
Ability to Attract New Members?
Have you heard from potentially great Rotarians that
the Rotary “straightjacket” prevents them from joining?
Have you considered multiple membership types?
Traditional
Family membership
Junior membership for young professionals
Corporate membership
Satellite Clubs – for different demographics, schools, military posts,
companies, etc.
Joint Rotaract membership
Each membership type can have its own policies on dues,
attendance, service expectations, etc.
Would Greater Flexibility Enhance Your
Ability to Attract New Members?
Rotary Members Need Three Thing:
An understanding of the concepts of Rotary
A friend
A job
Has your Club recently polled its members to find out how
they’re feeling/what they’re thinking.
A poll might be useful to find reasons of discontent and enable proactive
changes/enhancements to reduce discontent.
A poll might identify projects or fundraisers that would be of interest to
your members
Great polls can be found on the RI website Check out:
https://my.rotary.org/en/document/enhancing-club-experience-member-
satisfaction-survey
  (you may have to log in to My Rotary to access)
Retaining Rotary Members
 
DGE Jonathan’s Goals for Increasing
Membership 2019-20
 
DGE Jonathan’s Goals for Increasing
Membership 2019-20
 
DGE Jonathan’s Goals for Increasing
Membership 2019-20
Do the communities your Clubs are in know about the Club
and Rotary?
Heightened public image assists enormously with
membership and fundraising
Your Clubs need to include public image building in their
plans
Is one of your Clubs having a particularly interesting
speaker? Is one of your Clubs working on a particularly
interesting project?  The Patch, the Connection, the Gazette
and other community press are usually eager for stories to
report
Public Image
How you and your Area Membership/PI Chair (AMC)
organize is largely up to you
But the only responsibility of your AMC is membership and
Public Image
Perhaps you should delegate membership and PI issues to
your AMC, but you need to remain involved
Membership and PI are ultimately your responsibility
Perhaps you can be the heavy hand when your AMC
can’t/isn’t getting the job done
Relationship of You to Your Area
Membership/PI Chair
1.
What innovative ideas should Clubs be trying to enhance
membership?
2.
What should Clubs be doing to get the word about Rotary
out?
Let’s Talk
Please feel free to contact me for anything:
    
Dale Lazar
    
District Membership/PI Chair
    
703-773-4149
    
dale.lazar@dlapiper.com
Thank You!
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Enhance your club's membership strategies with timely planning and delegation. Engage in developing a Membership/PI plan, forming committees, and selecting chairs for effective outcomes. Leverage resources and support from District leaders for successful membership drives. Emphasize the importance of tailored plans for improved retention and growth in club membership.

  • Membership strategies
  • Club growth
  • District support
  • Committee formation
  • Engagement

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  1. AG Training Membership District 7610 Dale Lazar Membership/PI Chair

  2. Good Membership Drives Good Clubs Good projects Good meetings Good fundraising Good pretty much everything else The District can t do membership for a Club, but the District/RI can provide the resources Clubs need to be successful at membership Clubs need to start planning NOW!

  3. Select Membership/PI Chair(s): April 30, 2018 Club Presidents can t do membership alone President needs help Membership/PI (including retention) is the perfect area to offload onto someone else Membership/PI can be one chair or separate chairs If your clubs have had the same membership chair for the past several years and your clubs haven t been growing at a steady +2 net (or so) pace, then its time to suggest giving another member a chance to be successful as Membership/PI chair Let your Clubs know that you, your Area Membership/PI Chair, DGE Jonathan, District Membership Chair Elect (DMCE) Ralph Menzel and I stand ready to help.

  4. Select a Membership/PI Committee: May 31, 2018 In all but the smallest clubs, a Membership/PI Chair can t do it alone Work with the PE and Membership Chair to line up a committee Everything your Clubs do should have a membership/PI angle. Suggest that the programming chair and project chair in your Clubs be on the membership/PI committee Is one of your Clubs having a particularly interesting speaker or doing a particularly interesting project? Suggest that the Club let the community know and invite the community to attend/participate. Then have your Club work the membership angle. Let your Clubs know that you, your Area Membership/PI Chair, DGE Jonathan, DMCE Ralph and I stand ready to help

  5. Adopt a Membership/PI Plan: June 30, 2018 Your Clubs must have a membership/PI plan that takes retention into account a 15% attrition/year is unavoidable even with an intentional strategy to maximize retention Membership/PI must be a conscious effort for your Clubs Your Clubs will be able to measure their membership/PI success against their plans One size does not fit all Your Clubs plans must be right for them. BUT THEY NEED A PLAN! Harry Henderson has a great presentation on membership/PI plans, and he is EAGER to share it with the membership committee of your Clubs.

  6. Adopt a Membership/PI Plan: June 30, 2018 Offer to sit down with the Membership/PI Chairs and/or committees of your Clubs to develop a plan. Harry Henderson, DGE Glenn and I are happy to help also. The plan can be as sophisticated as Harry proposes, targeting key community members such as school principals, PTA presidents, police chief, fire chief, chamber of commerce president (and how to compel these people to say yes to Rotary membership)

  7. Adopt a Membership/PI Plan: June 30, 2018 Or the plan can be as simple as adding one or two new membership activities to the Club calendar to see whether it enhances membership If the Club has been growing over the past 4 or 5 years at a steady +2 net, then the plan can be to stay the course. But if this is not the case, then the Club needs to up its membership game. Collect the plans for your Clubs and forward to me. Let your Clubs know that you, your Area Membership/PI Chair, DGE Jonathan, DMCE Ralph and I stand ready to help

  8. Suggestions for a Membership/PI Plan 1. Use a who do you know survey to be filled out by members. 2. President personally asks each member to bring in a recruit 3. Invite local business leaders as speakers and then recruit 4. Who in the community would be a good member? Chair of Chamber of Commerce, High School Principal, President of PTA, Police Chief, Fire Chief, ? Then think about what Rotary can do for each that would make it hard to say no to membership. 5. Target companies in the area and identify appropriate leaders in those companies

  9. Suggestions for a Membership/PI Plan 6. Target those who participate in Rotary events 7. Target leaders in organizations you fund 8. Consider a community social hour

  10. Work the Plan: July 1, 2018-June 30, 2019 Once your Clubs have a plan, then it becomes a lot easier for them to work it. Let your Clubs know that you, your Area Membership/PI Chair, DGE Glenn and I stand ready to help. Keep DMCE Ralph informed of your Clubs membership activities

  11. Would Greater Flexibility Enhance Your Ability to Attract New Members? Have you heard from potentially great Rotarians that the Rotary straightjacket prevents them from joining? Would changing your meeting schedule attract additional members? You can vary meeting days, times, frequency, etc. Do you consider work on service projects and social gatherings for attendance purposes? Would varying your meeting format attract additional members? Meetings can be in person, online, streamed to enable members to attend remotely or a combination of these. Would relaxing meeting attendance requirements strengthen your Club? Could you replace attendance requirements by encouraging participation in other ways?

  12. Would Greater Flexibility Enhance Your Ability to Attract New Members? Have you heard from potentially great Rotarians that the Rotary straightjacket prevents them from joining? Have you considered multiple membership types? Traditional Family membership Junior membership for young professionals Corporate membership Satellite Clubs for different demographics, schools, military posts, companies, etc. Joint Rotaract membership Each membership type can have its own policies on dues, attendance, service expectations, etc.

  13. Retaining Rotary Members Rotary Members Need Three Thing: An understanding of the concepts of Rotary A friend A job Has your Club recently polled its members to find out how they re feeling/what they re thinking. A poll might be useful to find reasons of discontent and enable proactive changes/enhancements to reduce discontent. A poll might identify projects or fundraisers that would be of interest to your members Great polls can be found on the RI website Check out: https://my.rotary.org/en/document/enhancing-club-experience-member- satisfaction-survey (you may have to log in to My Rotary to access)

  14. DGE Jonathans Goals for Increasing Membership 2019-20

  15. DGE Jonathans Goals for Increasing Membership 2019-20

  16. DGE Jonathans Goals for Increasing Membership 2019-20

  17. Public Image Do the communities your Clubs are in know about the Club and Rotary? Heightened public image assists enormously with membership and fundraising Your Clubs need to include public image building in their plans Is one of your Clubs having a particularly interesting speaker? Is one of your Clubs working on a particularly interesting project? The Patch, the Connection, the Gazette and other community press are usually eager for stories to report

  18. Relationship of You to Your Area Membership/PI Chair How you and your Area Membership/PI Chair (AMC) organize is largely up to you But the only responsibility of your AMC is membership and Public Image Perhaps you should delegate membership and PI issues to your AMC, but you need to remain involved Membership and PI are ultimately your responsibility Perhaps you can be the heavy hand when your AMC can t/isn t getting the job done

  19. Lets Talk 1. What innovative ideas should Clubs be trying to enhance membership? 2. What should Clubs be doing to get the word about Rotary out?

  20. Thank You! Please feel free to contact me for anything: Dale Lazar District Membership/PI Chair 703-773-4149 dale.lazar@dlapiper.com

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