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Presidents and Secretaries Training Manual
Rotary District 5650
2013-2014 PETS/SETS
Saturday, March 23, 2013
Registration 8:00 AM – 8:30 AM - Meeting 8:30 AM – 4:00 PM
Country Inn & Suites - 5353 North 27th Street
Lincoln, NE 68521
Day of Event 402-730-4499
AGENDA
8:00 – 8:30
8:30 – 9:00
9:00 – 10:30
Registration/Continental Breakfast
Erin Oberhauser and Mimi Rogers
Opening Welcome & National Anthem
Introductions (short) & Opening Remarks
- Strong Clubs/Leadership
- District Goals for 2013-2014
Planning for Your Year
- Presidential Citation
- Running Meetings
- Engaging Members
DT John Herdman
DGE Jim Griesen
DGN Brian Moon
Kathryn Schubert
10:30 – 10:45
Break
10:45 – 11:45
Membership
RIDE Mary Beth Growney Selene
11:45 – 12:15
The NEW Rotary Foundation: Future Vision
DRFC Joe Roberts
12:15 – 1:15
Lunch & Speaker
RIDE Mary Beth Growney Selene
1:15 – 2:15
2:15 – 3:15
Presidents
- New Generations
- RYLA
- Social Media
Secretaries
Rotary Central/District Website
Presidents
Rotary Central/District Website
Secretaries
Reports, and Awards, etc.
Yolanda Hoffman
Tom Cardwell
Gary Bren
Gretchen Bren & Erin Oberhauser
Gretchen Bren & Erin Oberhauser
Nicki Klein
3:15 – 3:45
Fundraising (Small, Medium & Large Clubs)
ARC Rich Rowland, Facilitator
3:45 – 4:00
Closing
- Wrap Up
- Evaluations
DGE Jim Griesen
DT John Herdman
2013-14 Rotary Club President Training Manual
Table of Contents
DISTRICT AND INTERNATIONAL LEADERS ...............................................5
ROTARY INTERNATIONAL SUPPORT STAFF .............................................6
ROTARY ZONE COORDINATORS .............................................................7
THE OBJECT OF ROTARY ......................................................................7
THE FOUR WAY TEST ...........................................................................7
CLUB RESOURCES ...............................................................................8
CLUB MEETINGS BY CLUB LOCATION ....................................................9
CLUB MEETINGS BY DAY ......................................................................10
ONLINE RESOURCES: THE DISTRICT WEBSITE .....................................11
ONLINE RESOURCES: RI DATE INTEGRATION .........................................12
ONLINE RESOURCES: THE DISTRICT WEBSITE - ADMINISTRATION .........15
ONLINE RESOURCES: THE DISTRICT WEBSITE UPDATING YOUR PROFILE................................................................16
ONLINE RESOURCES: THE DISTRICT WEBSITE UPDATING CLUB MEMBERSHIP .........................................................17
ONLINE RESOURCES: CLUBRUNNER KNOWLEDGEBASE .......................18
ONLINE RESOURECES: WWW.ROTARY.ORG ...........................................19
ONLINE RESOURCES: WWW.ROTARY.ORG/MEMBER ACCESS ..................21
ONLINE RESOURECES: ROTARY CLUB CENTRAL–
MEMBERSHIP AND FOUNDATION GOALS ..........................................23
ONLINE RESOURCES: ROTARY CLUB CENTRAL—
CLUB REFERENCE GUIDE ...............................................................27
CLUB PROFILE REPORTING...................................................................36
PRESIDENTIAL CITATION .......................................................................43
CLUB AND DISTRICT AWARDS ...............................................................47
THE GOVERNOR’S CHALLENGE, ROTARY 109 .......................................49
DISTRICT GOALS ..................................................................................51
CLUB NEWSLETTER ARTICLE ASSIGNMENTS .........................................53
DG JIM’S CLUB VISIT SCHEDULE ..........................................................55
DISTRICT CALENDAR ............................................................................57
ASSISTANT GOVERNOR VISITS ..............................................................59
CLUB PRESIDENT’S CHECKLIST ............................................................61
CLUB SECRETARY’E CHECKLIST ...........................................................63
ELECTIONS, VOTING AND DUES ............................................................65
THE ROTARY FOUNDATION: MONTHLY CONTRIBUTION REPORT ..............67
DISTRICT 5650 FIVE YEAR MEMBERSHP HISTORY .................................71
NOTES PAGES ......................................................................................72
Page 3
What is Rotary?
Rotary is an organization of
business and professional leaders,
united worldwide, who provide humanitarian service, encourage
high ethical standards in all
vocations, and help build goodwill
and peace in the world.
To learn more, visit these websites:
www.rotary.org
www.rotarydistrict5650.org
Page 4
2013-14 Rotary Club President Training Manual
Rotary District 5650 and International Leaders
James Griesen
District Governor
Jim, a member of Lincoln Rotary #14 since 1985, has served on numerous committees and on the
Board of Directors and is Club President during the 2007-2008 Rotary Year. He was also a member of Omaha West Rotary from 1979-1985.
Jim is a Professor of Educational Administration at the University of Nebraska Lincoln.
Brian Moon
District Governor-elect
Brian joined first joined Rotary in 1993 as a member of the Council Bluffs Morning club and was a member
until the club disbanded in 2000. He rejoined Rotary as a charter member of Council Bluffs Centennial in
2005. As a member of Centennial he has served as a board member, Foundation Chair, Membership
Chair and in 2010-11 as club President. He is a Paul Harris Fellow and sustaining member of the Rotary
Foundation. Within District 5650 was the recipient of the outstanding club president award and has served
as Area 6 Asst. District Governor since 2011.
Brian is a graduate of Iowa State University and was employed by Hy-Vee, Inc. for 31 years until his retirement in 2008. He served as a store director in the Council Bluffs/Omaha market for 21 years. Within the community he has served as a
board member and officer of several organizations, including the Volunteer Bureau of Council Bluffs, the Loess Hill Chapter of the American
Red Cross, the Omaha Summer Arts Festival, the Omaha Chapter of the Juvenile Diabetes Research Foundation, Children’s Square USA
and the Children’s Square Foundation.
Brian has been married to Stephani for 28 years and they have two adult children.
2013-14 Rotary International President
Ron Burton
Rotary Club of Norman, OK
Ron Burton retired as president of the University of Oklahoma Foundation Inc. in 2007. He is a
member of the American Bar Association and is admitted to practice before the U.S. Supreme
Court. Ron is a founder and past president of the Norman Public School Foundation, and founder and past board member of the Norman Community Foundation. He was vice president of the
Last Frontier Council of the Boy Scouts of America and received the Silver Beaver Award. A Rotarian since 1979, he has served as RI director, Rotary Foundation trustee vice chair, International Assembly moderator, committee chair, Permanent Fund national adviser, regional Rotary
Foundation coordinator, and aide to the president. Ron has received the RI Service Above Self Award and the Foundation’s
Distinguished Service Award and International Service Award for a Polio-Free World. He and his wife, Jetta, have two children
and three grandchildren.
Page 5
2013-14 Rotary Club President Training Manual
Rotary International Club and District Support Staff
The Rotary Foundation (TRF)
Contact Center
(866) 976-8279
[email protected]
TRF District Contact Center –
Materials / Supplies
(847) 866-4600
What can CDS do for You and Your
Club?
CDS representatives are available to answer any
questions you may have about your district, club
or Rotary International. As the chief liaison between clubs and districts to the RI Secretariat,
CDS staff members handle inquiries and requests by phone, fax, post, and email. Among
the many ways the CDS staff can assist you are:
 Answering questions regarding the RI constitution and bylaws, the RI Code of Policies, the
Manual of Procedure, and current and past decisions of the RI Board;
 Answering questions about Rotary International and the Secretariat;
 Providing support and follow-up to district
governors and club officers;
 Counseling clubs and districts concerning
issues arising from elections or the interpretation
of official RI policy.
As part of the CDS mission to deliver the best
possible service to clubs, district, and all Rotarians who request assistance, CDS staff members
also perform a number of other important services for the Rotary world, such as:
 Processing the administrative documents for new clubs, terminations for non-financial reasons, and club resignations;
 Providing support and follow-up to new clubs;
 Reviewing and processing club incorporations and other activities of clubs and districts that require board approval;
 Providing coordination and oversight of various mailings to clubs and district from the RI Secretariat;
 Attending PETS, GETS, and other club and district training meetings to assist, provide information, and act as
resources;
 Assisting with the distribution and collection of various forms and documents required by RI.
Page 6
2013-14 Rotary Club President Training Manual
Rotary Zone Coordinators
Zone 28 Rotary Coordinator:
Mary Beth Growney Selene (Mary Beth)
3007 Perry St.
Madison, WI 53713
Bus: 608-271-7979
Res: 608-827-5342
Fax: 608-271-7853
[email protected]
Districts: 5580, 5650, 5950, 5060, 5970, 6000, 6220, 6250, 6270, 6420, 6440, 6450
Home District: 6250
Zone 28 Rotary Foundation Coordinator:
Donald H. Goering
1939 Bel Air Dr.
Ames, IA 50010-5126
Bus.: 515 232 1736
Res.: 515 232 1736
Fax: 515 232 1939
[email protected]
Districts: 5580, 5650, 5950, 5960, 5970, 6000, 6220, 6250, 6270, 6420, 6440, 6450
The Object of Rotary
To encourage and foster the ideal of service as a basis of worthy enterprise and, in particular, to encourage and foster:
1. The development of acquaintances as an opportunity for service.
2. High ethical standards in business and professions; the recognition of the worthiness of all useful occupations; and the dignifying by each Rotarian of their occupation as an opportunity to serve society.
3. The application of the ideal of service by every Rotarian in their personal, business
and community life.
4. The advancement of international understanding, goodwill and peace through a
world fellowship of business and professional persons united in the ideal of service.
The 4-Way Test
Of the things I think, say or do:
1. Is it the Truth?
2. Is it Fair to all concerned?
3. Will it build Goodwill and Better Friendships?
4. Will it be Beneficial to all concerned?
Page 7
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Page 8
2013-14 Rotary Club President Training Manual
Club Meetings by Club Location
Ashland (NE)
Tuesday
6:45 AM
Cheri O’s
1401 Silver St
Auburn (NE)
Tuesday
12:00 Noon
Arbor Manor
West Central Avenue
Aurora (NE)
Wednesday
12:00 Noon
The Leadership Center
1609 E. Hwy 34
Avoca (IA)
Tuesday
11:30 AM
Embers Restaurant
1817 N. LaVista Heights
Beatrice (NE)
Thursday
12:00 Noon
Valentino’s
701 Court St.
Bellevue (NE)
Monday
12:00 Noon
DJ’s Dugout
10308 S. 23rd St.
Blair (NE)
Tuesday
12:00 Noon
Fernando’s
16th & Washington
Clarinda (IA)
Tuesday
5 30 pm
Clarinda Regional Health Center
220 Essie Division Dr.
Columbus (NE)
Tuesday
12:00 Noon
Hy-Vee Meeting Room
3010 23rd St.
Columbus Morning (NE)
Thursday
7:00 AM
Picket Fence Cafe
2714 13th St.
Council Bluffs (IA)
Thursday
12:00 Noon
The Center
714 S. Main Street
Council Bluffs Centennial (IA)
Wednesday
7:00 AM
Hy-Vee
I-80 & Madison Ave.
Crete (NE)
Wednesday
6:00 PM
Crete Area Medical Center
2910 Betten Dr.
David City (NE)
Thursday
12:00 Noon
Winfield’s at Thorpe Opera House
467 “D” Street
Fairbury (NE)
Wednesday
12:00 Noon
Trailblazers
500 - 4th St.
Falls City (NE)
Wednesday
5:30 PM
Historical Museum
14th & Chase
Fremont (NE)
Friday
12:00 Noon
Fremont Golf Club
2710 N. Somers Ave.
Friend (NE)
1st & 3rd Wednesdays at 6pm at Friend Country Club; 2nd and 4th Wednesdays at noon at
Warren Memorial Hospital Conference Room
Geneva (NE)
Tuesday
12:00 Noon
Log Cabin
City Park
Glenwood (IA)
Thursday
6:30 PM
Patti’s Place
South Square
Hebron (NE)
Monday
12:00 Noon
Mary’s Café
Old Highway 81
Humboldt (NE)
Thursday
11:45 AM
The Legion Club
310 West Square
Lincoln #14 (NE)
Tuesday
12:00 Noon
The Nebraska Club
233 S. 13th, 20th Floor
Lincoln East (NE)
Wednesday
11:45 AM
Valentino’s
70th & Van Dorn
Lincoln South (NE)
Friday
12:00 Noon
The Knolls Restaurant
2201 Old Cheney Rd.
Lincoln Sunrise (NE)
Tuesday
7:00 AM
International House of Pancakes
4501 N. 27th St.
Nebraska City (NE)
Wednesday
12:00 Noon
The Avenue Grill
610 Central Avenue
Norfolk (NE)
Tuesday
12:00 Noon
Time Square Event Center
1905 Vicki Lane
Omaha Downtown (NE)
Wednesday
12:00 Noon
The Field Club
3615 Woolworth Avenue
Omaha Millard (NE)
Monday
12:00 Noon
The Bel Air Banquet Room
12100 W. Center Rd. # 520
Omaha Morning (NE)
Tuesday
7:00 AM
Happy Hollow Country Club
1701 S. 105th St.
Omaha North (NE)
Monday
12:00 Noon
Eppley Airport Conference Center
4501 Abbott Drive
Omaha Northwest (NE)
Tuesday
12:00 Noon
Champions Run
13800 Eagle Run Dr.
Omaha Suburban (NE)
Thursday
12:00 Noon
Anthony’s Restaurant
7220 “F” St.
Omaha West (NE)
Friday
12:00 Noon
Champions Run
13800 Eagle Run Dr.
Pawnee City (NE)
Monday
12:00 Noon
VFW Club
Highway 50
Plattsmouth (NE)
Wednesday
12:00 Noon
Plattsmouth State Bank
5th & Main
Red Oak (IA)
Tuesday
12:00 Noon
Red Coach Inn and Restaurant
1200 Senate Ave, HWY 34
Schuyler (NE)
Wednesday
12:00 Noon
Last Chance Café
721 W. 16th St.
Seward (NE)
Wednesday
12:00 Noon
Jones National Bank
203 S. 6th Street
Shenandoah (IA)
Tuesday
12:00 Noon
Shenandoah Historical Museum
100 Maple
Southwest Omaha Night (NE)
Tuesday
5:15 PM
Millard Plaza Ballroom
5339 S. 139th St.
Wayne (NE)
Wednesday
7:00 AM
Tacos & More
509 Dearborn St.
Western Douglas County (NE)
Thursday
7:00 AM
Elkhorn Common Ground Comm Ctr
1701 Veterans Dr.
York (NE)
Thursday
12:00 Noon
Chances “R” Restaurant
124 W. 5th Street
Page 9
2013-14 Rotary Club President Training Manual
Club Meetings by Day
MONDAY
Bellevue
Hebron
Omaha Millard
Omaha North
Pawnee City
Noon
Noon
Noon
Noon
Noon
DJ’s Dugout
Mary’s Café
The Bel Air Banquet Room
Eppley Airport Conference Ctr.
VFW Club
TUESDAY
Ashland
Lincoln Sunrise
Omaha Morning
Avoca
Auburn
Blair
Columbus
Geneva
Lincoln #14
Norfolk
Omaha Northwest
Red Oak
Shenandoah
Wilber
Southwest Omaha
Clarinda
6:45 AM
7:00 AM
7:00 AM
11:30 AM
Noon
Noon
Noon
Noon
Noon
Noon
Noon
Noon
Noon
Noon
5:15 PM
5:30 PM
Cheri O’s
1401 Silver St
IHOP
4501 N. 27th St.
Happy Hollow Country Club
1701 S. 105th St.
Embers Restaurant
1817 N. LaVista Heights
Arbor Manor
West Central Avenue
Fernando’s
16th & Washington
Hy-Vee Meeting Room
3010 23rd St.
Log Cabin
City Park
The Nebraska Club
233 S. 13th, 20th Floor
Time Square Event Center
1905 Vicki Lane
Champions Run
13800 Eagle Run Dr.
Red Coach Inn and Restaurant 1200 Senate Ave, HWY 34
Shenandoah Historical Museum 100 Maple
Wilber Care Center
611 North Main Street
Millard Plaza Ballroom
5339 S. 139th St.
Clarinda Regional Health Cntr 220 Essie Division Dr.
10308 S. 23rd St.
Old Highway 81
12100 W. Center Rd. # 520
4501 Abbott Drive
Highway 50
WEDNESDAY
Council Bluffs Centennial 7:00 AM
Hy-Vee
I-80 & Madison Ave.
Wayne
7:00 AM
Tacos & More
509 Dearborn St.
Lincoln East
11:45 AM
Valentino’s
70th & Van Dorn
Aurora
Noon
The Leadership Center
1609 E. Hwy 34
Fairbury
Noon
Trailblazers
500 - 4th St.
Nebraska City
Noon
The Avenue Grill
610 Central Avenue
Omaha Downtown
Noon
The Field Club
3615 Woolworth Avenue
Plattsmouth
Noon
Plattsmouth State Bank
5th & Main
Schuyler
Noon
Last Chance Café
721 W. 16th St.
Seward
Noon
Jones National Bank
203 S. 6th Street
Falls City
5:30 PM
Historical Museum
14th & Chase
Crete
6:00 PM
Crete Area Medical Center
2910 Betten Dr.
Friend 1st & 3rd Wednesdays at 6pm at Friend Country Club; 2nd and 4th Wednesdays at noon at Warren Memorial Hospital Conference Room
THURSDAY
Columbus Morning
7:00 AM
Western Douglas County 7:00 AM
Humboldt
11:45 AM
Beatrice
Noon
Council Bluffs
Noon
David City
Noon
Omaha Suburban
Noon
York
Noon
Glenwood
6:30 PM
Picket Fence Cafe
2714 13th St.
Elkhorn Common Ground Comm Ctr 1701 Veterans Dr.
The Legion Club
310 West Square
Valentino’s
701 Court St.
The Center
714 S. Main Street
Winfield’s at Thorpe Opera House 467 “D” Street
Anthony’s Restaurant
7220 “F” St.
Chances “R” Restaurant
124 W. 5th Street
Patti’s Place
South Square
FRIDAY
Fremont
Lincoln South
Omaha West
Fremont Golf Club
The Knolls Restaurant
Champions Run
Page 10
Noon
Noon
Noon
2710 N. Somers Ave.
2201 Old Cheney Rd.
13800 Eagle Run Dr.
2013-14 Rotary Club President Training Manual
Online Resources: www.rotarydistrict5650.org
BOOKMARK THIS SITE! h p://www.rotarydistrict5650.org This is where you:  Switch On Data Integra on with Rotary Interna onal  Update member contact informa on  Input New Members  Delete Terminated Members  Input Mee ng A endance  Register for District Events  E‐mail Club and District Oﬃcers  Download District Directory  Update Club Informa on Page 11
2013-14 Rotary Club President Training Manual
Online Resources, RI Data Integration
Administra on Launchpad Once you’ve entered your user name and password, this is the page you will see. The MOST IMPORTANT THING YOU NEED TO DO IS TO TURN ON DATA INTEGRATION WITH RI 

Click the “For Clubs” tab Click the “RI Integra on (New)” tab  When you see the screen below, be sure that the “Switch on Data Integra on…” box is checked  Choose which data to integrate with RI (it is recommended to choose all data) & then click “Update Privacy”  You have turned on Integra on on the ClubRunner site, you now need to opt in at Rotary Interna onal’s Member Portal by clicking the link below Op on 1.  Choose ClubRunner from the Drop Down list and then click “I Agree” Page 12
2013-14 Rotary Club President Training Manual
Online Resources, RI Data Integration

Go to www.rotary.org, Member Access
Page 13
2013-14 Rotary Club President Training Manual
Online Resources, RI Data Integration
Page 14
2013-14 Rotary Club President Training Manual
Online Resources, www.rotarydistrict5650.org
Admin Launchpad To return to the screen below, click the “Admin” tab and then the “Launchpad” sub category 1
6
2
3
4
5
7
8
From the Launchpad, you can: 1. Update your personal informa on (including photo), change your password, and other preferences. 2. For club execu ves—update member data, a endance, oﬃcers, and mee ng informa on. 3. View Club and District Ac vi es and Register A endance Online 4. E‐mail Club and District Oﬃcers 5. View, download or print the district directory or export member data. 6. View and modify club and membership data. 7. View District Organiza on Chart 8. Input Club A endance Page 15
2013-14 Rotary Club President Training Manual
Online Resources, Updating Your Profile
Upda ng Your Membership Profile Click the “My Profile” box  Click “Edit” to edit your contact informa on  Click the “Update” link under your photo to change it  Click the “Rotary” tab to view your Rotary Interna onal Membership Number, Date Joined, Member Designa ons, 



Page 16
etc. Click the “Biography” tab to update your personal bio Click the “Se ngs” tab to change your Login Name and/or Password and to add a Custom Email signature Click the “Privacy” tab to specify which informa on you would like to update at Rotary In‐
terna onal’s database. 2013-14 Rotary Club President Training Manual
Online Resources, Updating Club Membership
Upda ng Your Club Membership Click the “My Club’s Info” Box  Click “Define Club Execu ves” on the le side of the page to enter your club’s oﬃcers  Click on a member’s name to view and/or edit their infor‐
ma on Click “Add New Member” to add a new Member  Enter that member’s basic informa on  Go back to the member list and click on their name to enter details such as phone numbers, alternate address, photos, etc.  Member’s info will automa cally be sent to RI and within two weeks RI will popu‐
late that member’s number into their “Rotary” tab Click “Mark Ex” next to the member’s name to delete a member  Enter the termina on date  Enter the reason for termina on 


Page 17
2013-14 Rotary Club President Training Manual
Online Resources, ClubRunner Knowledgebase
Overview of the District Website ClubRunner has provided EXTENSIVE training materials on their support site. They have Downloads, videos, webinars and more. Here are links for further training and/or help topics. Knowledgebase: Support and Online Help > District Version: h p://clubrunner.helpserve.com/Knowledgebase/List/Index/11/district‐version The Basics for All Members— Logging in: h p://clubrunner.helpserve.com/Knowledgebase/List/Index/38/logging‐in The District Directory: h p://clubrunner.helpserve.com/Knowledgebase/Ar cle/View/106/39/access‐the‐
district‐directory Update My Personal Profile: h p://clubrunner.helpserve.com/Knowledgebase/Ar cle/View/107/40/update
‐my‐personal‐profile The Basics for Club Execu ves— Add or Remove Members: h p://clubrunner.helpserve.com/Knowledgebase/Ar cle/View/109/41/add‐or‐
remove‐members Add or Remove Other Users: h p://clubrunner.helpserve.com/Knowledgebase/Ar cle/View/110/41/add‐or
‐remove‐other‐users Change Club Mee ng Time and Loca on: h p://clubrunner.helpserve.com/Knowledgebase/Ar cle/
View/112/42/change‐the‐mee ng‐ me‐and‐loca on Specify My Club’s Website: h p://clubrunner.helpserve.com/Knowledgebase/Ar cle/View/114/42/specify‐
my‐clubs‐website Specify My Club’s Execu ves and Directors: h p://clubrunner.helpserve.com/Knowledgebase/Ar cle/
View/113/42/specify‐my‐execu ves‐and‐directors Assign my Club’s A endance Manager: h p://clubrunner.helpserve.com/Knowledgebase/Ar cle/
View/115/43/assign‐my‐clubs‐a endance‐manager Report Monthly A endance: h p://clubrunner.helpserve.com/Knowledgebase/Ar cle/View/116/43/report
‐monthly‐a endance District Communica on— Crea ng a New Mail: h p://clubrunner.helpserve.com/Knowledgebase/Ar cle/View/199/64/create‐a‐new‐
email Select Email Recipients and Send: h p://clubrunner.helpserve.com/Knowledgebase/Ar cle/View/201/65/
select‐the‐recipients‐and‐send Page 18
2013-14 Rotary Club President Training Manual
Online Resources: www.rotary.org
The most efficient way to get the latest forms and information about Rotary is to use the On-Line Resources.
You may want to add these websites for Rotary International and our District to your Web Favorites.
General Use
Use quick links to move to a specific topic quickly. Click on
the words that describe the page that you want to visit. Click
on the words The Rotary Foundation to display the various
items available to you about The Rotary Foundation.
Rotary International – www.rotary.org
Page 19
2013-14 Rotary Club President Training Manual
Online Resources: www.rotary.org
To search the entire website, use the Search Box. Type a word to describe what you are looking for. Such as Presidential
Citation, Membership, etc.
On any page there will be a number of options including documents to open, links to click on to go to other pages, articles, etc.
This sample page is the result of entering Membership in the Search Box. Scroll down to see more links on the topic of Membership.
You will also note another layer of links for topics along the top and side.
Page 20
2013-14 Rotary Club President Training Manual
Online Resources: www.rotary.org
Member Access
Member Access is available to all Rotary Members. Select the Member Access link from the main page of the
Rotary International Website www.rotary.org.
There are various levels of access from Member to Club Oﬃcer. What you have access to is what yo use along the le hand side. Current Presidents and Secretaries can change club oﬃcers. To change oﬃcers, use “Update Club Data” Page 21
Page 22
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Page 35
>
2013-14 Rotary Club President Training Manual
Club Profile Reporting
Profile Report Forms Due the 10th of Each Month
Forms are available at http://www.rotarydistrict5650.org by clicking on the "Forms" link on the left side of the page, under the
"Site Pages" heading. The forms will be listed under the "Clubs" heading. Complete the report form monthly immediately following the last club meeting for the month, and no later the 10th (preferably by e-mail attachment), to:
Erin Oberhauser
[email protected]
Rotary District 5650 Executive Director
ph:402-677-1883
17010 K Street
fax:402-697-4404
Omaha NE 68135
Important Dates / Timeframes
Report Due Date ..................... Immediately following the last club meeting of each month; no later than the 10th
Rotary Year ............................ July 1 through June 30
Reports submitted .................. July 1 through March 31 to qualify for the District Conference Awards
Categories and Criteria (the letters correspond with the column on the report)
A. Profile Report Forms – must be submitted by deadline (10th of each month) for points to be earned. 10 points will be given
for reporting on time. No points will be given for late reports.
B.
Monthly Club Attendance of 60% or more – Monthly Profile Report Item #1
1. Calculate and enter the club attendance for the reporting month
2. Sample Monthly Attendance Calculation – divide the number attending by the total membership:
Week
1
2
3
4
5
Total
# Members in Club
40
40
40
40
40
200
# Members to Credit
32
35
33
32
35
167
# Members to Credit divided by #Members in Club for Month
83.50%
C. RI (Rotary International) Foundation Support - Annual Giving
1. Only annual giving qualifies; restricted giving does not go into the general fund of The Rotary Foundation and therefore
does not get included in this measurement criteria.
2. This information is gained from Rotary International Reports. Be sure that you send copies of your reports to the District
Foundation Chair as we may be able to use those copies earlier than if we wait for RI’s reports.
3. This is a per capita measurement: $20-$29.99 = 5 points; $30-45.99 = 10 points; $46-74.99 = 15 points; $75-99.99 = 20
points; $100-$124.99 = 30 points; $125-$149.99 = 35 points; $150 + = 40 points
4. RI Reports / substantial records between these dates qualify: July 1 through March 31
D. Club Membership Growth – based on membership as of July 1, clubs earn points for each net new member admitted. July
1 membership is subtracted from the membership at any given point to determine the net change.
1. Membership Change information (#2 on the profile report form) must be thoroughly completed each month, showing the
membership change during the month. (Names of new members are required – see below.)
2. Include only Active Members – Honorary Members are not to be included
3. Names of New Members are required to get points and for publication of names in the District Newsletter. (Note: New
members must also be updated on the district website at http://www.rotarydistrict5650.org. Club administration must
create a log-in to update membership information. From there, the information can be sent directly to Rotary International. You can also report new members to Rotary International using Member Access at www.rotary.org, completing
the pre-printed form, or sending it by e-mail to [email protected]). The District does not want or need copies of the
Individual New Member Information – instead list the names on the Profile Report Form.
4. The number of points per new member depends on club size as of July 1: 25 or less members = 5 points; 26-50 members = 4 points; 51-75 members = 3 points; 76-100 members = 2 points; > 100 members = 1 point
5. Members added between July 1 through March 31 qualify
Page 36
2013-14 Rotary Club President Training Manual
Club Profile Reporting
E.
Attendance at District and RI Events.
1. Rotarians qualify (not spouses/guests); full registration required*; based on entire event attendance*, not just registration.
2. President and/or Secretary attend PETS/SETS = 15 points each, up to 30 points
3. District Assembly/Conference = 5 points each up to 30 points (* registration and attendance at any segment of the Assembly / Conference qualifies)
4. Foundation and Membership Seminar combined = 5 points each up to 25 points
5. Rotary Leadership Institutes combined = 10 points each up to 30 points for year
6. Other District or RI events prior to the District Conference, including Grants Management Seminars = 5 points each up to
20 points. (Events must be open and promoted to all Rotarians in D5650. Events must be coordinated through the District Office (or Multi-District) in order to qualify for Profile Points.)
F, G, H, I – Service Projects/Programs for REPORTING MONTH
1. 80 total points possible in these categories. Clubs with < 25 members a 1 project in Community = 20 points
b 1 project in Vocational = 20 points
c 1 project in International = 20 points
d 1 project in New Generations = 20 points
Clubs with 26-50 members a 1 project in Community = 15 points
b 1 project in Vocational = 15 points
c 1 project in International = 15 points
d 1 project in New Generations = 15 points
e 4 miscellaneous projects in any category / any combination = 20 points
Clubs with 51-75 members a 2 projects in Community = 15 points
b 2 projects in Vocational = 15 points
c 2 projects in International = 15 points
d 2 projects in New Generations = 15 points
e 3 miscellaneous projects in any category / any combination = 20 points
Clubs with 76-100 members a 3 projects in Community = 15 points
b 3 projects in Vocational = 15 points
c 3 projects in International = 15 points
d 2 projects in New Generations = 15 points
e 3 miscellaneous projects in any category / any combination = 20 points
Clubs with > 100 members 1 4 projects in Community = 15 points
2 4 projects in Vocational = 15 points
3 4 projects in International = 15 points
4 3 projects in New Generations = 15 points
5 3 miscellaneous projects in any category / any combination = 20 points
2. Projects/Programs MUST be reported within one month of completion. Projects reported beyond the deadline will not be
eligible for Profile Points. 3. Clubs get credit in a category if a minimum number of projects are completed in that category. Minimum number of projects
are based on July 1 membership number. Points in the miscellaneous category may be awarded if clubs have not specified the
category for a project or have already completed the projects needed in a category to receive maximum points. It is not necessary to complete the projects in all other categories to get points in the miscellaneous category. 4. Having a speaker about a program does not qualify for points. 5. Monthly or quarterly events count only once – not every time they occur. Please report them only once. 6. Events planned April 1 – June 30: a. Since the profile reporting for Award Recognition for any given Rotary Year ends March 31, this provides a means to
report major activities for the club that will be held in April through June. These will be included in the point calculation
for the final report. Complete this section ONLY on the March report (information in this section reported any other
month will not be used).
Page 37
2013-14 Rotary Club President Training Manual
Club Profile Reporting
F.
Club Community Service Projects
1. Examples: Assisting with a community event; hosting a high school awards banquet; beautifying a city park would all be
Community Service Projects. Monthly assistance with Meals on Wheels would count once – not every month.
G. Club Vocational Service Projects
1. Examples: Youth scholarship programs; hosting career day events; encourages Rotarians to serve others through their
professions and to practice high ethical standards. Rotarians, as business leaders, share skills and expertise through their
vocations and inspire others in the process; participation with an Interact/Rotaract activity. A program where members
speak about their work would count once – not each time a member speaks. Student Rotarian of the month/week count
only once.
H. International Service Projects/Programs
1. Examples: Hosting the GSE Team at a meeting or in a Rotarian’s home; directly supporting an International cause such
as Hunger Plus or the Wheelchair Foundation.
2. POLIO: Since there is a separate category specifically for The Rotary Foundation, contributions or activities to raise
funds or awareness for these programs is not included in this category.
a. EXCEPTION: During the term of the END POLIO NOW Challenge, points will be given in the International Service
projects category for End Polio Now activities done OUTSIDE of the Rotary Club or for contributions.
1. Clubs may be eligible to earn points on the Rotary District Profile for their End Polio Now projects and contributions toward the Polio Challenge once per year.
2. Activities for the Polio Challenge, or making a contribution to the Polio challenge, will count as an International Service activity.
3. We will use the Rotary International Foundation Reports (or other substantial report information) for contributions. When a club is listed on that report as donating toward the campaign, we will count it as an International
Service Activity.
4. Club activities to raise funds or awareness in the community – outside of the club – qualify.
5. Credit will be given only once per year for either Polio activities (no matter how many activities) or contributions. If credit has been given for an activity, additional credit will not be given for contributions.
New Generations Service Projects/Programs
Examples:New Generations Service acknowledges the positive change implemented by youth and young adults involved in leadership development activities, community and international service, and exchange programs that enrich and foster world peace and cultural understanding. Some examples may be RYLA, Rotaract, Interact, and Rotary Youth Exchange. Other programs supporting youth may also qualify.
J. Qualify for Presidential Citation by March 31 = 25 points
Page 38
2013-14 Rotary Club President Training Manual
Club Profile Reporting
2013-2014 Rotary District 5650 Club Profile Report Form
For Reporting Month of
, 20
Rotary Club
1.
% Member Attendance for month at Club Meetings
(Divide the number of members in attendance by total membership)
2.
Monthly Membership Change* – number of Active Members at beginning of month
PLUS number of Active Members added during month
+
MINUS number of Active Members lost (dropped, deceased) during month
EQUAL number of Active Members at the end of the month
=
* Include only Active Members – no Honorary Members
3.
Names of New Members added this month (required for points and for publication in District Newsletter;
information must also be uploaded in ClubRunner and sent to Rotary International):
4.
Yes – all NEW Major Donors, Benefactors, Bequest Society, and/or Paul Harris Society members have been
reported to district foundation chair, Joe Roberts, [email protected].
5.
Yes – all membership updates have been recorded in ClubRunner on the district website (or your club’s
ClubRunner site, if applicable) at www.rotarydistrict5650.org.
6.
Attend District and R.I. Events FOR REPORTING MONTH (report only once - not every month)
a.
Event
Number of Rotarians Attending:
b.
Event
Number of Rotarians Attending:
7.
Projects – report those for this FOR REPORTING MONTH; report only once - not every month; projects must
be reported within a month of the event completion to qualify for points.
a. Community Service Project Name
Event Date
1).
2).
3).
b. Vocational Service Project Name
Event Date
1).
2).
3).
c. International Service Project Name
Event Date
1).
2).
3).
d. New Generations Service Project Name
Event Date
1).
2).
3).
8.
Did your club qualify for Presidential Citation?
9.
Complete on March, 2014 report only - Events planned April 1 through June 30 in categories 9a-d.
a.
Project Name/Category
b.
Project Name/Category
c.
Project Name/Category
Dated:
Completed by:
Yes
No. If yes, attach copy to this report.
E-mail:
If you have additional projects/information to report, please attach that information to this report.
Send Report immediately following the last club meeting for the month, and no later than the 10th (preferably by e-mail
attachment), to: Erin Oberhauser, [email protected], fax: 402-697-4404.
See Profile Guidelines at www.rotarydistrict5650.org for a complete understanding of the profile program.
Page 39
2013-14 Rotary Club President Training Manual
Club Profile Reporting
Page 40
2013-14 Rotary Club President Training Manual
Club Profile Reporting
Page 41
Page 42
ENGAGE
ROTARY
CHANGE
LIVES
One Rotary Center
2013-14
Presidential Citation
1560 Sherman Avenue
Evanston, IL 60201-3698 USA
www.rotary.org
PRESIDENT RON D. BURTON
900A-13EN—(912)
Page 43
The 2013-14 Presidential Citation
recognizes Rotary clubs for an array of
achievements that promote our membership
growth, enhance humanitarian service
through our Foundation, and strengthen
our network through the family of Rotary.
By qualifying for the Presidential Citation,
clubs contribute to Rotary’s strategic goals
and multiply the impact of their good work
through the collective focus of more than
34,000 Rotary clubs worldwide.
Procedure
$MVCTBSFBTLFEUPVTFUIFGPMMPXJOHGPSNUP
assess their accomplishments this year. To
RVBMJGZGPSUIF1SFTJEFOUJBM$JUBUJPODMVCTNVTU
DPNQMFUFBMMUISFFSFRVJSFEBDUJWJUJFTBMPOH
with three additional activities in each category.
$MVCTUIBUDPNQMFUFGPVSBEEJUJPOBMBDUJWJUJFTJO
FBDIDBUFHPSZXJMMRVBMJGZGPSUIF1SFTJEFOUJBM
$JUBUJPOXJUI%JTUJODUJPO6OMFTTPUIFSXJTF
TQFDJàFEBMMBDUJWJUJFTNVTUCFVOEFSUBLFOBOE
DPNQMFUFECFUXFFO+VMZBOE.BSDIPGUIF
2013-14 Rotary year.
$MVCTTIPVMEDPNQMFUFUIFGPSNBOETFOEJUUP
the district governor no later than 31 March.
'PSNTTFOUUP3PUBSZ*OUFSOBUJPOBMXJMM/05CF
processed.
%JTUSJDUHPWFSOPSTNVTUSFQPSUUIFOBNFTPG
UIFJSRVBMJGZJOHDMVCTUISPVHI.FNCFS"DDFTT
no later than 15 April.
Page 44
Promote Membership Growth
Required activity
"UUSBDUBOEPSSFUBJONFNCFSTUPBDIJFWFB
minimum net gain of at least one member
CFUXFFO+VMZBOE.BSDI
{0VSDMVCIBTDPNQMFUFEUIJTBDUJWJUZ
Additional activities
{4VCNJUNFNCFSTIJQEFWFMPQNFOUHPBMT
VTJOH3PUBSZ$MVC$FOUSBM
{*OJUJBUFPSVQEBUFBOFXNFNCFSXFMDPNFBOE
mentoring program.
{*ODSFBTFUIFEJWFSTJUZPGZPVSDMVCT
membership by recruiting at least two new
members who belong to a demographic group
HFOEFSBHFQSPGFTTJPOFUIOJDJUZFUD
UIBUJT
underrepresented in the club.
{$POEVDUBNFNCFSTIJQFOHBHFNFOUBTTFTTNFOU
and introduce changes to maintain a member
retention rate of at least 85 percent.
{ Adopt a program1 for the leadership
EFWFMPQNFOUPGBMMNFNCFST03FOTVSFUIBU
FBDIDMVCNFNCFSJTBTTJHOFEBTQFDJàDSPMFJO
your club’s leadership development goals for
UIFZFBSFJUIFSJOBMFBEFSTIJQQPTJUJPOPSBTB
NFNCFSPGBDMVCDPNNJUUFFTVCDPNNJUUFFPS
QSPKFDUJOJUJBUJWF
{ Encourage member engagement by ensuring that
every member has participated in at least one
service activity and one club social activity.
{0SHBOJ[FBUMFBTUPOFOFUXPSLJOHFWFOUJOXIJDI
club members can meet other local professionals
and introduce them to Rotary.
{*OJUJBUFBOPVUSFBDIBOEDPNNVOJDBUJPO
QSPHSBNGPSDMVCBMVNOJ03SFDSVJUBUMFBTUPOF
Rotary or Rotary Foundation alumnus.
*OUIJTDBUFHPSZIPXNBOZBEEJUJPOBMBDUJWJUJFT
has your club completed?
NJOJNVNPGUPRVBMJGZ
4 to qualify with distinction)
{ Have at least 10 percent of club members
FOSPMMFEJO3PUBSZTSFDVSSJOHHJWJOHQSPHSBN
3PUBSZ%JSFDU
{1BSUJDJQBUFJOBQSPKFDUGVOEFECZBHMPCBM
HSBOUPSQBDLBHFEHSBOU
Enhance Humanitarian Service Through
Our Foundation
{4QPOTPSB3PUBSZ1FBDF'FMMPX03BTTJTU
BOPUIFSDMVCJOJUTTVQQPSUPGB3PUBSZ1FBDF
Fellow.
Required activity
*OUIJTDBUFHPSZIPXNBOZBEEJUJPOBMBDUJWJUJFT
has your club completed?
1BSUJDJQBUFJOBMPDBMPSJOUFSOBUJPOBMTFSWJDF
QSPKFDUSFMBUFEUPBUMFBTUPOFPG3PUBSZTBSFBTPG
focus:2
r1FBDFBOEDPOáJDUQSFWFOUJPOSFTPMVUJPO
r%JTFBTFQSFWFOUJPOBOEUSFBUNFOU
r8BUFSBOETBOJUBUJPO
r.BUFSOBMBOEDIJMEIFBMUI
r#BTJDFEVDBUJPOBOEMJUFSBDZ
r&DPOPNJDBOEDPNNVOJUZEFWFMPQNFOU
{0VSDMVCIBTDPNQMFUFEUIJTBDUJWJUZ
Additional activities
{4VCNJU3PUBSZ'PVOEBUJPOHJWJOHHPBMT
VTJOH3PUBSZ$MVC$FOUSBM
{4VQQPSUQPMJPFSBEJDBUJPOUISPVHIBDPNNVOJUZ
GVOESBJTJOHJOJUJBUJWF03JNQMFNFOUBQVCMJD
awareness campaign to inform the community
about Rotary’s contributions to polio
eradication.
{ Attain 100 percent participation in Rotary
Foundation Annual Fund giving (every active
member contributes).3
{ Attain a minimum Annual Fund contribution of
64QFSDBQJUB
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4 to qualify with distinction)
Strengthen Our Network Through
the Family of Rotary
Required activity (complete one or both options)*
r)PMEBUMFBTUPOFGFMMPXTIJQPSTFSWJDF
activity that involves all club members and
their families.
r1BSUOFSXJUIBOPO3PUBSZPSHBOJ[BUJPOPOB
TFSWJDFQSPKFDUJOZPVSDPNNVOJUZ
{0VSDMVCIBTDPNQMFUFEUIJTBDUJWJUZ
Additional activities
{%FàOFZPVSDMVCTTJHOBUVSFBDUJWJUZUIFPOF
ZPVEMJLFUPCFLOPXOGPSJOUIFDPNNVOJUZ
and get non-Rotarians in the community to
participate in it.
{6TFTPDJBMNFEJBTVDIBT3PUBSZ4IPXDBTF
UPSFHVMBSMZQVCMJDJ[FZPVSDMVCTBDUJWJUJFT
FOIBODFQVCMJDJNBHFBOESFDSVJUQSPTQFDUJWF
members.
{)FMQTFDVSFPVS'PVOEBUJPOTGVUVSFCZNBLJOH
BDPOUSJCVUJPOPSBCFRVFTUUPUIF1FSNBOFOU
Fund.
Page 45
{ Emphasize Rotary’s unique commitment
to vocational service in at least one of the
following ways:4
r4UBSUBDBSFFSDPVOTFMJOHPSWPDBUJPOBM
training program and invite non-Rotarian
participants from the community to attend.
r0SHBOJ[FBEJTDVTTJPOPSXPSLTIPQPO
maintaining high ethical standards in the
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business leaders to attend.
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members bring young people to their places
of business to inform them about career
opportunities.
{4VQQPSU/FX(FOFSBUJPOTQSPHSBNTJOBUMFBTU
one of the following ways:
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support an existing one.
{4VQQPSUQBTU3PUBSZZPVUIQSPHSBN
participants and Foundation alumni either
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meeting.
{ Have at least 5 percent of the club’s members
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(SPVQBOEDPOOFDUXJUIQFPQMFGSPNBSPVOE
the world who share their interests.
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support an existing one.
*OUIJTDBUFHPSZIPXNBOZBEEJUJPOBMBDUJWJUJFT
has your club completed?*
NJOJNVNPGUPRVBMJGZ
4 to qualify with distinction)
*If you completed both of the options for the Required
activity, count one as an additional activity.
r1BJS3PUBSJBONFOUPSTXJUI3PUBSBDUPSTJO
your community.
r$POEVDUBKPJOUQSPKFDUXJUIBO*OUFSBDUPS
Rotaract club.
r4QPOTPSBQBSUJDJQBOUJOB3PUBSZ:PVUI
Leadership Awards event.
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student.
3PUBSZ$MVCPG
3PUBSZ$MVC1SFTJEFOU
1
POTJEFSVTJOHLeadership Development: Your Guide to
$
Starting a Program&/
BTBSFGFSFODF
2 'PSJEFBTDPOTVMURotary’s Areas of Focus &/
3 $POTJEFSVTJOHUIFEREY Club Success Booklet&/
as a resource.
4 'PSJEFBTDPOTVMUAn Introduction to Vocational Service
&/
Page 46
Submit this completed form to your district
governor no later than 31 March.
2013-14 Rotary Club President Training Manual
Club and District Awards
The following awards are approved as annual awards to be
presented to either members or clubs in the District. Each
year, the DG may choose to either include all or exclude some
awards:
Conference Attendance Award (Dr. F. L. Simonds
Award)
This award is presented to the Rotary Club which has
the greatest product of the number of Rotarians registered at the annual District Conference, times the distance traveled. (Dr. Simonds, a member of Omaha
Downtown Rotary Club, served as District Governor
during the 1957-1958 Rotary year of Rotary District
565 which at that time was comprised of the central
and eastern parts of Nebraska and the western part of
Iowa.)
Rotary Information Award
This traveling award is presented to the person who
has the best knowledge of Rotary determined by a
quiz given during the annual District Conference. The
recipient will have the responsibility of preparing the
quiz and presenting it at the appropriate time at the
following annual District Conference.
International Service Award (Fred L. Haas Award)
This traveling award is given to a club that had the
best International Service program during the year.
This is done by having those clubs who wish to compete for the award present a written resume of their
success in their International Service program. This
resume is sent to the District Governor. (Mr. Haas, an
Omaha clothier and member of the Omaha Downtown
Rotary Club, served as District Governor during the
1939-1940 Rotary year for Rotary District 120 which
at that time was comprised of Nebraska, South Dakota and the western part of Iowa.)
Membership Growth Award (Arthur B. Dunbar Award)
This award is given to the club that has shown the
greatest percentage of membership increase from
July 1 to the end of the month preceding the month in
which the annual District Conference is held (Mr. Dunbar, a member of the Omaha Downtown Rotary Club,
served as District Governor during the 1949-1950 Rotary year for the Rotary District 177 – formerly known
as Rotary District 120 – which at that time was comprised of the central and eastern parts of Nebraska
and the western part of Iowa).
Outstanding Club Project Award
The recipient of this award is given each year by the
District Governor who selects which Rotary club in
District 5650 has the most outstanding project during
his/her year as District Governor.
Outstanding Club President Award
The recipient of this award is given each year by the
District Governor who selects which Club President
was the most outstanding Club President during his/
her year as District Governor.
Outstanding District Committee Chair Award (Howard
Vann Award)
This award is given annually at the District Conference to the outstanding District Committee Chairperson. The recipient of this award is selected by the
District Governor. (Mr. Vann, a member of the Omaha Suburban Rotary Club served as District Governor
of Rotary District 5650 during the 1979-1979 Rotary
Year, as Vice President of Rotary International during
the 1994-1995 Rotary year, and as a member of the
Board of Trustees of the Rotary Foundation.)
District Leadership Award (Charles Thone Award)
This award is presented to a member of the District
Executive Committee or an Assistant Governor who
has exhibited unselfish leadership in one or more areas for the District. The recipient of this award is selected by the District Governor. (Mr. Thone served as
the District Governor of Rotary District 5650 during
the 1996-1997 Rotary year. He is also a Past Governor of the State of Nebraska.)
Best Club Attendance Award
This award is presented to the Rotary club that has
the best club meeting attendance between July I and
April 1. Determination is made from the data in the
Club Recognition Profile. Top Ten Clubs
Best Club Bulletin
The best club bulletin or newsletter in the large clubs
(76 or more members); medium clubs (30 to 75 members); and small clubs (less than 30 members) will be
recognized. Criteria for the selection is as follows:
Readability - 30 points; Program information – 30
points; Rotary information - 20 points; Value as a Club
Directory - 10 points; and Creativity - 10 points.
Outstanding Club Award
The outstanding club in the large clubs (75 or more
members); medium clubs (30 to 75 members); and
small clubs (less than 30 members) will be recognized. Selection for these awards is made by the
Awards Committee Chair, Assistant Governors and
District Governor.
Best Community Service Project
The Rotary Club, regardless of club size, with the
most outstanding Community Service Project will be
recognized. Selection is made by the District Awards
Committee and the District Governor.
Best Vocational Service Project
The Rotary 106 Governor’s Participation
All district Rotarians can participate in and receive a
pin at the district conference showing that they are a
“member” of the Rotary 107 Club.
Page 47
2013-14 Rotary Club President Training Manual
Club and District Awards
Cadwallader Award Of Rotary District 5650
The Cadwallader Award was implemented in 1963 by Rotary
District 5650 to recognize each year an outstanding Rotarian
(s) in the District. This award is presented in honor of Charles
N. Cadwallader, who served as President of Lincoln Rotary
Club #14 during the 1932-1933 year; as District Governor during the 1937-1938 year for District 120 which was the number
of the District at that time (The District number eventually became #5650 in 1991); as a Director of Rotary International;
and who was the sponsor of eleven Rotary clubs in the District. The award has been endowed by a gift from Charles N.
and Ruth Cadwallader.
Council Of Governors Special Award Of Rotary District
5650
The Council of Governors Special Award is an award that is
periodically presented to a deserving Rotarian in the District.
The Council of Governors Committee selects the recipients of
this award. This award need not be presented every year.
The Council of Governors Committee also determines the criteria for the award. Many factors, such as years of outstanding community, state, or world service, significant nonmonetary contributions to Rotary, etc., are taken into consideration when determining who of the Rotarian membership is
deserving of this award.
The award is presented to a Rotarian in the District who has
made a monumental contribution in one or all of the four Ave- The award is an appropriately engrave plaque. This award,
nues of Rotary Service: Community Service, International Ser- when possible, should be presented by the District Governor
vice, Vocational Service and Club Service. Past District Gov- at the annual District Conference of Rotary District 5650.
ernors or the current District Governor are not eligible to receive the award. In addition any Rotarian in the District who
has been previously recognized with a Council of Governors
Special Award is not eligible to receive this award. The recipient(s) truly represents the embodiment of Rotary.
The request for nominees is the responsibility of a special
Cadwallader Selection Committee of the Council of Governors
Committee. The Vice Chair of this Selection Committee is the
PDG who served as District Governor immediately preceding
the immediate Past District Governor. The Chair of the Selection Committee is the PDG who served as District Governor
immediately preceding the Vice Chair.
Selection of the recipient or recipients (there have been years
when two awards were presented) is made by the members of
the Council of Governors Committee. At least one award is
presented each year. The Board of Directors of any club in
the District may submit a nominee for this award each year
using the special Nomination Form that is sent to all club presidents. A copy of the Nomination Form is included in this
Manual.
The award is an appropriately engraved plaque. The award is
presented at the annual District Conference by the Chair of
the special Cadwallader Selection committee.
1916-17 Arch C. Klumph , Rotary Club of Cleveland, Ohio. Rotary vision: An endowment to fund the association’s good works into perpetuity. The result: The Rotary Foundation.
“The Rotary Foundation is not to build monuments of brick and stone. If we
work upon marble, it will perish; if we work on brass, time will efface it; if we
rear temples they will crumble into dust; but if we work upon immortal minds, if
we imbue them with the full meaning of the spirit of Rotary as expressed in our
Objects and with the just fear of God and love of our fellowmen, we are engraving on those tablets something that will brighten all eternity.”
— The Rotary Foundation, THE ROTARIAN, April 1929
Page 48
The Governor’s Challenge
Rotary 109
2013-2014 Rotary Year
Activities starting July 1, 2013 and ending March 31, 2014
Instructions: Complete the Governor’s Challenge by scoring 109 points or more through participation in the
following Rotary activities. Winners will each become a member of the Rotary 109 Club with awards and prizes yet to
be determined. As always, the Four Way Test applies. The deadline is March 31, 2014. Once you reach 109 points
send your form in!
Points Points Earned
Attend six club meetings in a row (makeup meetings may be included).
Wear your Rotary pin in public 14 days in a row.
3
Do a makeup at another club within the district.
4
Do a makeup at another club outside the district.
5
Bring a guest to a Rotary meeting. (Any guest qualifies.)
6
Bring a Potential Member as a guest to a Rotary meeting.
7
Sponsor a new member.
8
Actively serve on one of your club’s standing committees during 2013-14.
9
Serve as a club officer or director during 2013-14.
10
Participate in a club Fellowship activity.
11
Participate in a club International Service project.
12
Participate in a club Community Service project.
13
Participate in a club Community Service project. (Additional points 2nd activity.)
14
Participate in a club Vocational Service project.
15
Parcitipate in a club New Generations Service project.
16
Participate in a club Fundraising event.
District Events
17
Attended Governor Jim’s Official Visit to your club.
18
Attended this year's District Assembly in April, 2013 at Quarry Oaks.
19
Attended this year's District Membership Seminar.
20
Attended this year's District Foundation Seminar or a Grants Management Seminar.
21
Attended a Rotary Leadership Institute Session this year.
22
Attended PETS/SETS in March 2013 in Lincoln.
23
Register for the 2014 District Conference in Lincoln.
Foundation Support
24
Become or renew a Sustaining Membership ($100 or more/year).
25
Become a Paul Harris Fellow or reach the next level of PHF.
1
2
Total Points Earned
Rotarian Name:
Club:
Address:
City:
Return completed forms to:
Email:
St:
Erin Oberhauser
17010 K St.
Omaha, NE 68135
Zip:
[email protected]
402‐677‐1883
20
30
10
30
20
40
50
20
30
20
20
20
20
20
20
20
20
30
30
30
30
30
30
40
60
Page 50
2013-14 Rotary Club President Training Manual
District Goals
2013‐14 District Goals Approved at DTTS on February 16, 2013 Page 51
Page 52
2013-14 Rotary Club President Training Manual
District Newsletter
2013-14 District Newsletter Article Assignments
Clubs and Assistant Governors
Month
Club Articles
July
Columbus
Omaha Northwest
Area Articles
Nebraska City
Fairbury
Area 10
September Lincoln East
Omaha North
Norfolk
Wayne
Area 2
October
David City
Omaha Downtown
Fremont
Schuyler
Area 3
November
Beatrice
Omaha Suburban
Nebraska City
Red Oak
Area 7
December
Avoca
Geneva
Omaha Morning
Falls City
Lincoln #14
Shenandoah
Area 1
January
2010
Aurora
Omaha Millard
Lincoln South
Pawnee City
Area 4
February
Clarinda
Friend
Columbus Morning
Lincoln Sunrise
Area 6
March
Western Douglas County
Southwest Omaha Night Club
York
Area 5
April
Auburn
Columbus
Bellevue
Area 11
May
Blair
Omaha West
Glenwood
Area 10
June
Ashland
Hebron
Plattsmouth
Council Bluffs
Humboldt
Seward
Area 8
July
Council Bluffs Centennial
Fairbury
Crete
Omaha Northwest
Area 9
 Articles are due by 23rd of the month prior to publication (ie, March articles due 2/23). Submit to:
 Jim Griesen, [email protected] (the DG approves all items for the District Newsletter)
 Erin Oberhauser [email protected] (District Executive Director)
Articles must be submitted by e-mail.
You are encouraged to send a picture in .jpg or .tif format; hard-copy pictures can also be sent by
mail to:
Erin Oberhauser, District Executive Director
17010 K Street
Omaha NE 68135
 If anyone wishes to change their assigned month, they can contact someone in the desired month
and make arrangements for a switch (then contact Erin so that she is aware of the change)
 If anyone misses their deadline they are encouraged to go ahead and send the article for possible
inclusion in a future publication.
Page 53
Page 54
2013-14 Rotary Club President Training Manual
DG Jim’s Club Visit Schedule
Date
Club
Day
Time
Page 55
2013-14 Rotary Club President Training Manual
Preparation and Protocol for DG Visit
Preparation:
Confirm date listed in PETS training manual with Assistant Governor/DG by PETS Training Seminar.
Have “Planning Guide for Effective Rotary Clubs” and “Club Inventory Review” completed and delivered to AG/DG by May
15. DG needs this information to prepare for visit.
Have upcoming year’s club goals prepared for discussion. Be prepared to discuss club’s strengths and weaknesses.
Plan board meeting one hour prior to meeting (subject to change if notified in advance). Special arrangements to be
made for morning club meetings. All officers requested to be present.
Schedule DG as the program for the day. Do not schedule any other program!
Contact AG/DG the week of official visit to confirm.
Encourage attendance for this meeting! Spouses, teenage children and parents of Rotarians invited.
Inform media of DG visit, and ask them to attend general meeting; take photo for feature story. Any positive attention for
Rotary is great. Send articles to DG for possible submission in District News.
Protocol:
Display club banner. Have podium available and microphone for larger clubs.
Have all members and guests wear name badges/name tags.
Page 56
2013-14 Rotary Club President Training Manual
District Calendar
Club Profile Reports Due the 10th of Each Month, August—March!
MARCH 2013
→ Literacy Month
→ 2012-13 Assistant Governors make final visit to area clubs.
9 Rotary Leadership Institute (Part I Only), Peru, NE
9-15 World Rotaract Week
23 Presidents-elect and Secretaries-elect Training Seminar, Lincoln, NE
31 Awards information for District Conference from District Committee Chairs, Assistant Governors Due
31 Presidential Citation due to DG
APRIL 2013
→ Magazine Month
→ Clubs appoint Voting Delegates for District Conference
→ Various Reports for District Conference Due (Voting Delegates, Deceased Rotarians, PHF, Major Donors, etc.)
6 Rotary Leadership Institute
15 "Assistant Governor's Report - March Visit" and "Memo of Club Visit" due to DG
19-21 RYLA, Nebraska City, NE
21-26 Council on Legislation, Chicago, IL
27 District Assembly, Ashland, NE
27 Grants Management Seminar, Ashland, NE
MAY 2013
15 Deadline to submit nomination forms for “The Rotary Foundation Citation for Meritorious Service”
17 – Grants Management Seminar – Scott Conference Center, Omaha, NE
17-18 District Conference – Scott Conference Center, Omaha, NE
JUNE 2013
→ Rotary Fellowships Month
→ 2013-14 Assistant Governors visit area clubs.
→ Last effort to donate to The Rotary Foundation for this Rotary Year, must be postmarked by June
23-26 RI Convention, Lisbon, Portugal
30 2012-13 Rotary year ends. THANK YOU EVERYONE!
JULY 2013
→ New Rotary Officers begin their year of service
AUGUST 2013
→ Membership and Extension Month
17 Foundation Seminar, Ashland, NE
17 Grants Management Seminar, Ashland, NE
SEPTEMBER 2013
→ New Generations Month
→ 2013-14 Assistant Governors visit area clubs.
1 Deadline to submit “RI Service Above Self Award”
OCTOBER 2013
→ Vocational Service Month
26 Rotary Leadership Institute
NOVEMBER 2013
→ Rotary Foundation Month
1 Deadline to submit nomination forms for the “International Service Award for a Polio-Free World”
15 Deadline to submit nomination forms for “The Rotary Foundation Distinguished Service Award”
30 – December 2 – Peace without Borders (Berlin, Germany)
DECEMBER 2013
→ Family Month
→ 2013-14 Assistant Governors visit area clubs.
31 Deadline to submit zone nominations to the Foundation for “The Rotary Foundation Global Alumni Service to
Humanity Award”
31 2014-15 Club Officer Information due to District and RI
Page 57
2013-14 Rotary Club President Training Manual
District Calendar
JANUARY 2014
→ Rotary Awareness Month
12-18 International Assembly, San Diego, CA
FEBRUARY 2014
→ World Understanding Month
MARCH 2014
→ Literacy Month
→ 2013-14 Assistant Governors make final visit to area clubs
22 Rotary Leadership Institute
31 Presidential Citation Forms Due to DG
APRIL 2014
→ Magazine Month
MAY 2014
15 Deadline to submit nomination forms for “The Rotary Foundation Citation for Meritorious Service”
JUNE 2013
→ Rotary Fellowships Month
→ 2013-14 Assistant Governors visit area clubs.
→ Last effort to donate to The Rotary Foundation for this Rotary Year, must be postmarked by June
1-4 RI Convention, Sydney Australia
30 Rotary year ends. THANK YOU EVERYONE!
FUTURE EVENTS (Tentative)
October 18, 2014 – Rotary Leadership Institute, Location TBD
January 18-24, 2015 – International Assembly, San Diego, CA
March 21, 2015 – Rotary Leadership Institute, Location TBD
June 5-8, 2015—RI Convention, Sao Paulo, Brazil
October 17, 2015 – Rotary Leadership Institute, Location TBD
January 17-23, 2016 – International Assembly, San Diego, CA
June 29 – May 1, 2016—RI Convention, Seoul, Republic of Korea
January 15-21, 2017 – International Assembly, San Diego, CA
June 10-14, 2017—RI Convention, Atlanta, GA
Page 58
2013-14 Rotary Club President Training Manual
District Calendar
Assistant Governor Club Visits
June, September, December and March
Assistant governors (AGs) are appointed annually by the district governor to assist in the administration of
their assigned clubs and to help incoming club presidents prepare for their year in office and for the governor's
official visit. Your AG will visit your clubs at least four times throughout the Rotary year. The AG will then report
back to the District Governor the status of your club. They also advise their assigned clubs on strategies for
achieving goals.
The assistant governor has responsibilities to both the governor and the club.
District-level responsibilities include:
• Assisting in developing district goals
• Coordinating the governor’s official visit with clubs
• Communicating clubs’ strengths, weaknesses, and progress toward goals to the governor
• Attending district meetings
• Participating in Rotary Foundation programs, events, and fundraising
• Helping develop future district leaders
• Briefing the incoming assistant governor on the status of clubs
Club-level responsibilities:
• Visiting clubs quarterly in June, September, December and March
• Helping presidents-elect develop effective goals
• Monitoring the progress of clubs toward their goals
• Assisting clubs in planning and scheduling the governor’s official visit, and attending all related club assemblies
• Motivating clubs to follow through on the governor’s requests
• Coordinating club training with the appropriate district committee
• Promoting the District Leadership Plan and the Club Leadership Plan
• Identifying and encouraging the development of future district leaders
• Promoting attendance at the district conference and other district meetings
The assistant governor makes sure that all clubs are effective clubs. Effective clubs are able to :
• Sustain or increase their membership base
• Implement successful projects that address the needs of their communities and communities in other
countries
• Support The Rotary Foundation through both financial contributions and program participation
• Develop club leaders capable of serving Rotary beyond the club
• Paying RI and district dues
• Completing the semiannual report for submission to RI
• Using Member Access to pay dues, update membership lists, and report e-mail addresses of incoming
officers
• Submitting the new club officer information to RI by 31 December to be included in the Official Directory
• Meeting deadlines for RI and Foundation awards
• Attending district conference, district assembly, PETS, and other district events
Visiting Clubs
The AG will visit the clubs quarterly in June, September, December and March. During their visit, they will:
• Provide the club with information about RI and district resources.
• Monitor club progress toward goals, and suggest adjustments to the strategies being used to achieve
those goals.
• Suggest practical solutions to problems that challenge the club.
• Collect information about
 Membership
 Service projects
 Participation and support of Rotary Foundation programs
 Important club functions
 Attendance
 Ongoing disputes, if any
• Work with club leaders and the district
Page 59
Page 60
2013-14 Rotary Club President Training Manual
Club President’s Checklist
Club President’s Checklist
Ongoing
Stay aware of expectations, deadlines, requirements of Rotary International
and District
Hold New Member Orientation meetings as needed
Weekly
Preside over Weekly Club Meetings
Monthly
Plan and conduct monthly Board Meetings
Review the District Newsletter and ensure Club Members have access
Ensure that the Club Profile Report is submitted to the District Executive Director monthly (no later than the 10th)
Promote the “monthly focus” as outlined by Rotary International and ensure
speakers and programs support that focus
Quarterly
Ensure Assistant Governor is accommodated for visits
Annually
Help prepare for district governor’s visit
Submit Article for District Newsletter during assigned month
January
Rotary Awareness Month
February
World Understanding Month
March
Literacy Month
April
Magazine Month
Begin developing goals and appointing committee chairs
Begin preparing club budget; review status of continuing club projects
Hold the first meeting of the board-elect.
REPORT DUE at PETS/SETS - Club’s Foundation Goal; Polio, and Membership Goals
Encourage incoming club officers and new members attend the district conference & assembly
Set Club Goals using Presidential Citation, District Goals, and District Profile as
guidelines
Notify Program Chair of DG Official Visit Date (this is to be the only program for
that day)
Attend PETS/SETS Training April 12-14, 2011
May
Register for Member Access
REPORT DUE May 15 - Club Inventory Report Form and Planning Guide for
Effective Rotary Club (available on www.rotarydistrict5650.org)
Confer with the secretary and incoming secretary to update the RI membership
database so that the July semiannual report from Rotary International will be
up-to-date and accurate.
Attend Rotary International Convention in Bangkok, Thailand
June
Rotary Fellowships Month
Attend the District Conference June 1-2 in Omaha
Finalize the Club Budget
Hold joint meeting of current and incoming Boards to ensure continuity
Page 61
2013-14 Rotary Club President Training Manual
Club President’s Checklist
Club President’s Checklist, continued
July
Assume Presidency of Rotary Club
Ensure that the Semi-Annual Report is submitted
Promote attendance at District Foundation Seminar
August
Membership & Extension
Month
Attend the District Foundation and Membership Seminar s
Check club’s progress toward Membership Goal
September
New Generations Month
Pay District Membership Dues (billing from District Treasurer)
Attend District Membership Seminar
October
Vocational Service Month
Begin process for Election of next year’s officers to be reported by December 31
November
Rotary Foundation Month
Continue process for Election of next year’s officers to be completed and
reported by December 31
Implement programs to ensure club meets Foundation and Polio Goals
Confer with the secretary and incoming secretary to update the RI membership database so that the January semiannual report from Rotary International will be up-to-date and accurate.
Deadline to submit IRS Form 990 (and possibly form 990-T) to U.S. Internal
Revenue Service is November 15. Contact the IRS for report forms, filing
limits, and other requirements (www.irs.ustreas.gov).
December
Family Month
January
Rotary Awareness Month
February
World Understanding Month
March
Literacy Month
April
Magazine Month
Prepare and submit Club Officer Information; use RI Member Access and
complete District Form
REPORT DUE December 31 - hold Election of next year’s officers to be
completed and reported to RI and District
Ensure that the Semi-Annual Report is submitted
DUE January 15 - The picture of President-Elect is sent to District
Hold a club assembly to provide a “state of the club” message and review
progress toward goals
Successor signed up to attend PETS/SETS
Promote attendance to Rotary International Convention
Promote attendance to the District Conference and Assembly
Ensure voting delegates are named for District Conference
Deadline for various District Conference Forms
REPORT DUE March 31 - submit Presidential Citation Certification form
(available on www.rotarydistrict5650.org)
President-Elect to attend PETS/SETS Training
May
Ensure credentials for delegates to the annual RI convention are completed
Attend District Conference and Assembly on May 31-June 2, 2012
June
Rotary Fellowships Month
Page 62
Arrange for a joint meeting of the incoming and outgoing Boards to ensure
continuity
Hold Annual Meeting / Changing of the Guard Ceremony
2013-14 Rotary Club President Training Manual
Club Secretary’s Checklist
Checklist for Rotary Club Secretaries
Ongoing
Update Membership Information on District Website – ensure Club is Integrated
with ClubRunner through Rotary Member Access
Weekly
Assist the President with weekly meetings, cooperate on special meetings of
board, club assemblies, etc.
Monthly
Send the club’s profile report to the District Executive Director immediately following the last meeting; no later than the 10th
Quarterly
Help prepare for assistant governor’s visits
Annually
 Help prepare for district governor’s visit
 Ensure that the Article for District Newsletter is submitted
March
 Meet with incoming President and outgoing Secretary
 Assist the incoming president with goals and preparing for the year
 Attend the current board meetings if invited
April
 Register with the District Website, www.rotarydistrict5650.org
May – June
 Register with Member Access; continue to prepare for year
 Attend District Assembly and Conference June 1-2
July




August
 Attend the District Foundation Seminar
September
 Pay District Membership Dues (billing from District Treasurer)
 Nominate Candidates for October’s RLI Session
October
 Attend the District Membership Seminar/Assembly
November
 Assist in the election process for the Club
December
 REPORT DUE December 31 Prepare and submit Club Officer Information;
use RI Member Access and complete District Form
January
 DUE January 15 Send picture of President-Elect to District
 REPORT DUE January 31 submit the semi-annual report to RI
February
 Nominate Candidates for March’s RLI Session
March
 Assist with assigning voting delegates to the District Conference
April
 Attend PETS/SETS Training
May
 Prepare credentials for delegates to the annual RI convention
 Attend District Conference and Assembly, May 31 – June 2, 2012
June
 Assist the president with final annual meeting, update club history, prepare
annual report
 Meet with your successor
Secure club records from outgoing secretary
Assume club property such as Manual of Procedure
Send Dues Statements to Club Members
REPORT DUE July 31 submit the semi-annual report to RI
Page 63
Page 64
2013-14 Rotary Club President Training Manual
Elections, Voting and Dues
ELECTION OF CLUB OFFICERS
Deadline for Officer Elections December, 31
Deadline for Officer Election Reports to Rotary International and District December, 31
Deadline for Photo of President Elect to District January 15
Rotary International
 www.rotary.org
 Member Access
 Update Club Data
 Scroll to “Assign Officer” Section
 Select Position and Term
 Select Member Name from drop-down list
District
 Form designed for District
 www.rotarydistrict5650.org
 Notice in District Newsletter
There are two forms / processes needed - one for the District and one for Rotary International. The District cannot send the information to Rotary International. There is also different information requested for the District
than requested by for Rotary International.
VOTING DELEGATES / CREDENTIALS
Clubs have the right to vote on business matters at both the District level and International Level.
Rotary International
Voting at International Convention (generally in June)
Form sent (generally in March)
Mailed to Secretary
Clubs may send Proxy with someone attending the International Convention
District
Voting at District Conference – Annual Meeting
Form designed for District
Notice in District Newsletter
www.rotarydistrict5650.org for form
MEMBERSHIP INFORMATION AND DUES
New Members
Input into District Website (or Club’s ClubRunner site)
BE SURE DATA INTEGRATION WITH RI IS TURNED ON
Dues
Rotary International
 July and January
 Mailed to Secretary
 Based on Per Capita
 Pro-Rata Dues may be billed
 Includes Required items: Magazine, Insurance,
Council on Legislation
District
 August or September
 Mailed to Secretary or President
 Based on Per Capita
 Includes some President/Secretary-elect Training
Fees
Page 65
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Page 70
2013-14 Rotary Club President Training Manual
Five Year Membership History
Five Year History of Rotary Club Mem bership Start Figures
Club Nam e
01-Jul-2008
Mem bers
18
21
41
15
75
28
43
11
51
23
95
38
22
41
23
11
116
12
22
25
17
15
313
51
43
6
47
43
250
70
46
18
44
189
144
16
38
19
32
52
66
Ashland
Auburn
Aurora
Avoca
Beatrice
Bellevue
Blair
Clarinda
Colum bus
Colum bus Morning
Council Bluffs
Council Bluffs Centennial
Crete
David City
Fairbury
Falls City
Frem ont
Friend
Geneva
Glenw ood
Hebron
Hum boldt
Lincoln 14
Lincoln East
Lincoln South
Lincoln Sunrise
Nebraska City
Norfolk
Om aha
Om aha Millard
Om aha Morning
Om aha North
Om aha Northw est
Om aha Suburban
Om aha West
Paw nee City
Plattsm outh
Red Oak
Schuyler
Sew ard
Shenandoah
Southw est Om aha Night
Wayne
Western Douglas County
Wilber
York
Sum:
39
45
9
48
2391
01-Jul-2009
Mem bers
18
24
39
15
80
19
41
11
52
26
95
32
22
32
22
14
109
11
24
27
13
15
301
45
41
7
48
39
214
68
46
21
44
180
150
15
33
17
31
53
62
37
39
34
9
43
2318
01-Jul-2010
Mem bers
19
25
37
15
77
19
31
7
57
35
94
30
25
33
19
14
105
10
19
26
13
15
286
46
50
7
47
47
204
59
47
21
44
181
129
17
36
22
25
55
54
18
36
34
9
43
2242
01-Jul-2011
Mem bers
14
28
28
19
71
20
30
9
59
30
94
35
22
29
17
16
100
11
19
25
14
19
284
51
46
7
48
40
173
63
45
20
45
170
121
18
32
26
25
53
45
17
33
35
N/A
46
2152
01-Jul-2012
Mem bers
14
26
28
17
68
19
29
10
56
29
93
32
23
29
19
13
102
11
19
23
13
16
273
49
45
6
49
41
179
64
44
19
45
171
123
16
32
27
25
53
38
13
39
36
N/A
42
2118
Page 71
2013-14 Rotary Club President Training Manual
Notes Pages
Page 72
2013-14 Rotary Club President Training Manual
Notes Pages
Page 72
Page 74