membership engagement: the key to retention

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Membership Engagement: The Key to Retention Membership Engagement: The Key to Retention Membership Development Moderator: Christine Grodecki, Senior Engagement Associate Panelists: PDG Jeremy Hurst, PDG Yeşim Yöney Date: 25 March 2015

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Page 1: Membership Engagement: The Key to Retention

Membership Engagement: The Key to Retention

Membership Engagement: The Key to Retention

Membership DevelopmentModerator: Christine Grodecki, Senior Engagement AssociatePanelists: PDG Jeremy Hurst, PDG Yeşim Yöney Date: 25 March 2015

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Welcome to the Webinar:

• Welcome to the fourth webinar in the Membership Matters! webinar series

• 5 part series dedicated to discussing the fundamentals of Rotary club membership

• Each webinar focuses on steps you can take in your club to improve and grow members’ experience with Rotary

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Webinar Series:

• Membership: It’s Now or Never– (Now available on demand at Rotary.org/webinars)

• Perception vs. Reality: Club Evaluation & Visioning– (Now available on demand at Rotary.org/webinars)

• Simple Steps to Innovate Your Club– (Now available on demand at Rotary.org/webinars)

• Member Engagement: The Key to Retention– (Will be available in 48 hours at Rotary.org/webinars)

• How to Recruit New Members & Strengthen Your Club - (Coming 6 May 2015)

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Meet Our Moderator:

• Christine Grodecki

• Senior Engagement Associate, Regional Leader Support

• Joined RI in 2009

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Objectives for Today’s Webinar:

• What do we mean by engagement?

• Differences between engaging new(er) vs. long-term members

• What you need to consider if you’re losing members

• Sharing best practices for member engagement and retention

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Our Guest Panelists:

PDG Yeşim Yöney

Rotary Club of Cesme

Turkey, District 2440

PDG Jeremy Hurst

Rotary Club of Grand Cayman

Cayman Islands, District 7020

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POLL

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What is “Engagement?”

Engagement can mean many things…

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What is “Engagement?”

Engagement is Knowing your Members!

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What is “Engagement?”

Engagement is Reaching Out to Members

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What is “Engagement?”

Engagement is Putting your Members to Work!

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Engaging by Audience

Separate Strategies for Separate Segments

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Meet our Panelist:

PDG Yeşim Yöney

Rotary Club of CesmeTurkey, District 2440

Assistant Rotary Coordinator

Rotary Program Alumni

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Engaging New Rotarians:

Welcoming New Members

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Engaging New Rotarians:

Welcoming New Members

- New member orientation with resources

- New member activities and socialization

- Learn their interests, strengths and goals

(what do you want to do in Rotary?)

- Recognizing new members

- New member mentor program

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New Member Orientation:

• Rotary policies and procedures

• Opportunities for service

• Rotary history and achievements

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New Member Resources:

• Connect For Good (formerly Rotary Basics)

• My Rotary E-learning center– www.Rotary.org/learning-reference

• RI Directory

• Manual of Procedure

• Rotary Club Constitution

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After Orientation:

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Mentor’s Responsibilities:

• Introduce the new member(s) to every club member

• Accompany new member to club meetings

• Ensure new member’s involvement in the club

• Inform the new member about special meetings and social events held throughout the year

• Monitor new member’s attendance

• Make sure the new member understands club policies and procedures

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Family Involvement:

Invite family members to attend Rotary meetings

and to participate in club projects

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Engaging New Rotarians: Get them Involved and Invested

- Let them learn the joy of service work

- Help them find a role inside the club

- Club Officer/committee position

- Put their skills to work (service project)

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Engaging New Rotarians:

Learn What is Working by asking them…

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Make Sure They Feel “Heard”

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District Level New Member Orientation Camp:

• Provides a fun learning experience• A great opportunity to meet new members from

other clubs

• A great way to gain a broader view of the organization

• Makes members feel part of the whole picture

• Enchances Rotary Pride

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Three Turkish Districts Joint New Member Orientation Camp 7-8 March 2015

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Three Turkish Districts Joint New Member Orientation Camp 7-8 March 2015

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Three Turkish Districts Joint New Member Orientation Camp 7-8 March 2015

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POLL

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Meet our Panelist:

PDG Jeremy Hurst

Rotary Club of Grand Cayman

Cayman Islands, District 7020

Assistant Rotary Coordinator

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Engaging Experienced Rotarians:

My District:

84 Clubs • 10 Countries • 16 Islands• 3 languages • 1300 Miles across

• 10 to 100+ members

• Small islands to

large countries

• Wealth to dire

poverty

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Engaging Experienced Rotarians:

Challenges: • Traditional societies •Aging clubs

• Struggling economies • Integrating young members.

• Global issue

Full Member

Engagement

Essential: • To deliver Great Humanitarian Service

• Literally matter of life and death.

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Engaging Experienced Rotarians:

Quantifying the challenge:

Percentage of Members2014/ 15

29 and under

30 - 39

40 - 49

50 - 59

60 - 69

70 and over

RI Member Age Demographics: Rotary Central 22/3/15 - sample size 457,692

70 year+:23.3%

60 year+:49.9%

50 year+:74.4%

Members aged 60+ are our primary “customer base”

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Engaging Experienced Rotarians:

• Engaged “Seasoned” Rotarians – Greatest asset - Disengaged - Significant Liability.

• Re-engage or lose an irreplaceable knowledge bank/data base.

• Need their “buy in”

to encourage young

members.

• Combine new and old.

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Engaging Experienced Rotarians:

When I was President that would never

have happened….

When I was President that would never

have happened….

Things aren’t what they used

to be…..

Things aren’t what they used

to be…..

I wish someone would ask me how I

can help?

I wish someone would ask me how I

can help?

I could really be part of the solution!

I could really be part of the solution!

RE-ENGAGE RE-INVEST

RETAIN RE-ENERGISE

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Engaging Experienced Rotarians:

• Whose Responsibility to re-engage?

Club President/Membership Chair/District Governor/Assistant Governor/District Membership Chair/Friend within the club

……everyone – it’s a culture!

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Engaging Experienced Rotarians:

My experience:

• Joined at 27 in 1988.

• Youngest President

at 33 in 1995/96.

• Average age around 60.

• Club having transition challenges.

• Needed strategy for winning over & engaging “Seasoned Members”

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Engaging Experienced Rotarians:

My Solution:

• Engage members

…. one by one.

• Key target - older

disengaged members.

• Asked each member to do one thing for the club

• Disengaged Past President responded.

• Arranged a fellowship and service trip to Jamaica

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Engaging Experienced Rotarians:

Strategies to re-engage:

• Ask them to mentor

• Let them pick their

projects and enjoy them.

• Value their knowledge and experience

• Involve with the next generations

Rotaract/Interact/Earlyact

• Ask them what they want

• Talk to them & listen

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What Have We Learned Today?

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POLL

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Q & A Session

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Questions?

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Rotary Resources for Clubs and Districts:

•Strengthening Your Membership (Now Available)

•Strategic Planning Guide

•Rotary Club Central

•Governors, Assistant Governors, and Rotary Coordinators

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Q & A Session

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WHAT ARE YOU WAITING FOR?

BE A VIBRANT CLUB

Be a Vibrant Club includes: •A club success story from your region•Ideas for your club to try•Resources for your club on My Rotary

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Q & A Session

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Membership Best Practices Discussion Group:

Search for “Membership Best Practices” on Rotary.org

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Thank you!

Register for upcoming webinars and access recordings of past webinars at www.rotary.org/webinars