This library includes resources intended for District Membership Leaders relevant to current and future Rotary years (or no particular year).  It reflects only documents and files related to membership.  Additional resources for Public Image and Foundation can be found in other pages on the District website.

Download any of the following resources by click on the title.  Links are available as a Adobe pdf file and will be download to your computer.  Information resources for the rest of the Rotary world can be found from the links in narrow sidebar navigation to the right.

INFORMATIONAL

New Member Incentive Guide a & Checklist .pdf

Guide to Forming, Managing and Operating a Rotary Satellite Club (pdf)
This Satellite handbook is a guide, not a policy book, for Rotary clubs who are considering the Satellite option as well as for those clubs with existing Satellites. However, there are some qualifications set forth by the District and RI (see Addendum D). As we learn more about what contributes to the success of a Satellite and best practices for the Satellite and Host Club, we could make amendments to this Handbook.  Satellite Club Member Application | Satellite Club Application

Satellite Club Frequently Asked Questions .pdf
Satellite clubs provide a new option for creating Rotary clubs. A satellite club functions as a short-term, transitional step on the way to becoming a full, independent Rotary club.

Rotary Club Health Check (link also on right)
A comprehensive, introspective look at your club and the club experience you’re providing your members. Worth a Board meeting or Club Assembly to take a hard look at what’s keeping members — or perhaps driving them away.

“Who Do You Know?” Club Assembly Membership Exercise (pdf)
Thought-starter worksheet to help club members think of potential Rotarians from among their business associates, suppliers, customers, friends, neighbors, and family members. Includes a “How to Use” section. NOTE: This is not a “homework” exercise. Members won’t take it home and bring it back. To be done during a Club Assembly.

Corporate & Family Membership Examples (link)
A library of sample policy statements and Bylaws changes clubs have used to implement Corporate and/or Family memberships

10 Intentional Membership Strategies (pdf)
Top 10 Intentional Membership Strategies PROVEN to grow Rotary Clubs. Ideas on how to identify prospective members, attract members, onboard members and retain members.

5 Things I Wish All Rotarians Knew and Believed about Membership (pdf)
White paper on the realities of Rotary membership. Specifically of interest to Presidents-Elect and Membership Chairs.

6 Failed Membership Strategies Rotary Clubs Love (pdf)
A list of 6 strategies that sound good, and clubs like them, but are minimally effective at attracting new members. A good list for a President or Membership chair to AVOID when creating club membership plans.

Adding a Satellite Club in DACdb (pdf)
DACdb handles Satellite Clubs very well if set up correctly. Consider using DACdb as the way to set up Satellites rather than the Satellite Club Form from RI.

Club President Personal Ask (pdf)
A script for club presidents to use in personally asking their members to bring a prospect to a Membership Event. For use in person or by phone.

DACdb CRM Video (link)
Video overview of the DACdb Feature of 2019 — CRM (Customer Relationship Management). A tool for tracking prospective members from initial interest or RI Leads to Proposed Member

Don’t Squander Your Leads (pdf)
How to use DACdb as a prospect management and drip marketing tool — to keep track of potential members and keep in touch with them while they’re making a decision about joining Rotary.

Prospective Rotarian Phone Invitation Script (pdf)
Many Rotarians are hesitant to invite a friend, neighbor, business associate or family member to have a look at Rotary because they don’t have the “elevator pitch” down. Here’s an easy-to-deliver phone invitation script for a member to invite a prospect to the #1 highest ROI membership development strategy — a Rotary Information Hour or “Discover Rotary” presentation. Try it in your club.

Recipe for a Successful Membership Event (pdf)
Step-by-step process for planning and executing a membership event — the #1 ROI strategy for attracting members to Rotary

Rotary International Membership Resources Page (link)
A deep library of resources, manuals, and materials published by Rotary International to help your club attract and retain members. May require My Rotary login.

New Member Scavenger Hunt (pptx) **COMING SOON**
Great, fun exercise for New Member Orientation — a good way to help new members get familiar with Rotary. Many clubs use this as part of their Red Badge programs. Editable PowerPoint file — add your own items to the hunt.