Resources for running a club

President and president-elect resources

• The Club President’s Manual  (PDF) provides information about roles and responsibilities, club administration, the constitution and bylaws, and much more.
• The Club President’s Monthly Checklist  (PDF) helps you plan and monitor club activities and deadlines on a monthly basis.
• Club President Roles and Responsibilities presentation (PowerPoint)
• PETS discussion questions  (PDF)
• The Guide for Effective Rotary Clubs  (Word) is based on the Club Leadership Plan and helps clubs assess their current state and establish goals for the coming year.
• Preparing for PETS presentation  (PowerPoint) provides resources to use before attending PETS.
• Your Club, the District, and Rotary International: Partners in Membership Development (641-EN) (PDF)
• Club Membership Goal Form (PDF)

Club assessment resources

• The Retention Model  is a tool that clubs and districts can use to identify their retention strengths and weaknesses.
• The Termination Profile  displays the amount of time members remain in a club before terminating their membership. Knowing these trends can help a club tailor their retention strategies.
• Planning Guide for Effective Rotary Clubs  is a tool to help clubs assess their current state and establish goals for the coming year. It is based on the Club Leadership Plan.
• The Strategic Planning Guide (PDF) helps clubs develop a long-range vision and serves as a framework for establishing goals.
• Club Merger Application (PDF) ( Word ) 

Membership resources

• Membership Development Resource Guide  (417-EN) - outlines basic procedures for building club membership through retention and recruitment. Offers ideas and resources for effective club membership development strategies.
• New Member Orientation: A How-to Guide for Clubs  (414-EN) Guidelines for conducting effective orientation for new members.
• How to Propose a New Member  (254-EN) – intended for club secretaries and membership chairpersons includes the basic procedure for election of a new member, along with an easy to fill out Membership Proposal Form.
• Club Leadership Plan
• The Membership Minute  – subscribe to the periodic newsletters that provides membership development ideas, resources, and tools
• Membership Data Form  (PDF) – Use this form to report new or terminating members to Rotary International
• Prospective Member Form
• Membership Referral Form ( PDF  or online )
• Membership Relocation Form ( PDF  or online )

Membership PowerPoint presentations

Completed presentations

• Keys to Recruiting and Retaining Members  shows you the proven formula for finding and keeping club members.
• Recruitment  gives you advice on how to analyze and increase your club’s membership.
• Recruitment Basics  helps you find out how to select the best members and learn about classifications.
• The Membership Process

Presentation templates

• Orientation template
• Prospective member orientation template

Rotary club committee resources

• Club Administration Committee Manual
• Club administration committee discussion questions
• Club Membership Committee Manual
• Club membership committee discussion questions
• Club Public Relations Committee Manual
• Club public relations committee discussion questions
• Club Service Projects Committee Manual
• Club service projects committee discussion questions
• Club Rotary Foundation Committee Manual
• Club Rotary Foundation committee discussion questions
• Rotary Foundation weekly thoughts
• Club Secretary’s Manual
• Club secretary discussion questions
• Club Treasurer’s Manual