Download - Membership reports and trends zones 33 34
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MEMBERSHIP REPORTS AND TRENDSWebinar PresentationCynthia MeehanJennifer Deters
Membership Reports and Trends
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Session Overview
• Objectives:– How do I get to Rotary Club Central?– Who can enter goals?– How do I interpret the data?– Why is this relevant to my club?– Are there additional resources?
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Welcome to the webinar
Moderator: Cindy MeehanDirectorMembership Development Division
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Welcome to the webinar
Presenter: Jennifer DetersManagerMembership Research and Survey Group
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Getting Started
Familiarize Yourself with theGo-to Webinar
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Use the Audio pod to select Use Telephone
- or - Use Mic & Speakers* To improve sound quality, please close all unnecessary programs such as email, MS Office, etc. If you have a cell/mobile phone, please move it away from your computer.
Audio options
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Use the question pod to type in your name and the name of your Rotary Club.
Using the question pod
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Let’s Get Started!
Presenter: Jennifer DetersManagerMembership Research and Survey Group
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Session Overview
• Objectives:– How do I get to Rotary Club Central?– Who can enter goals?– How do I interpret the data?– Why is this relevant to my club?– Are there additional resources?
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How do I get to RC Central?
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Scroll down to view trend graph
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Scroll down to Age & Gender
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Scroll down to Goals
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To print: Step 1, Click Design
Step 2: Right click tabStep 3: Select Export Current Report asStep 4: Select PDF or Excel
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QUESTIONS?
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CLUB LEVEL
PresidentSecretaryTreasurer
Foundation ChairMembership Chair
Executive Secretary
DISTRICT LEVEL
District Governor*Assistant Governors**Committee ChairsExecutive Secretary
* Can only see clubs in their club group** Committee chairs that Rotary collects in
member database.
Who can set goals?
Includes, immediate past, current, and incoming individuals
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Who can view goals?
ALL CLUB MEMBERS
RI Directors and Trustees
Coordinators and Advisors
(RC, RPIC, RRFC, EMGA)
Global
District
Club
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QUESTIONS?
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To go to Retention Calculator
How do I set membership goals?Scroll up to Age & Gender
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Set one and the other will auto calculate
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From Retention Calculator screen
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QUESTIONS?
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How do I interpret the data?
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Select for use with the Retention Calculator
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To print: Step 1, Click Design
Step 2: Right click tabStep 3: Select Export Current Report asStep 4: Select PDF or Excel
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QUESTIONS?
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Why is this relevant to my club?
• The numbers are key but what does it really mean for your club?– Planning & setting goals– Establishing performance metrics & tracking
progress toward achieving goals– Updating club, district & RI records
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Planning & setting goals
• Assessing areas of need– Recruitment
– Retention
– Member demographics (age, gender)
• Examples of Tactics– Invite Prospects to
Service Project– Host New Member
Orientation– Target local Jaycees
aging out
Increase Club Membership by 5%
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Establish metrics & track progress
• What to measure– Build on the core data– Have a reach; but not
too far out– Be exact
• How to track– Set standards of time
• Month-end• Year-end• YTD
– Examine the comparisons
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Updating Records
• Data Quality• Data Integrity• Data Hygiene
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QUESTIONS?
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Additional Resources
• This information is also available in the Learning Center
• How do I get there?
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QUESTIONS?
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Visit Rotary’s website http://www.rotary.org
for updates on Membership Information and to access Rotary
Club CentralThank you!