2015 Rotary Zone 21b/27 Institute
Training Committee Teleconference
PDG Forum Training Team
March 9, 2015
Time: 7:30 p.m. CDT
Zoom Teleconference Weblink: https://zoom.us/j/7682795630
Teleconference Dial-in Number: 1-415-762-9988
Participant Access Code: 768 279 5630
Attendees:
___ Sherri Muniz
_√__ Dian Edwards
___ David Flack
_√_Sunny Sharma __√_ Maxie Houser
Meeting Notes
Sunny and Maxie have reviewed the evaluation summary relating to the 2014 PDG Forum.
They also met while at Lone Star PETS this past weekend to discuss ideas related to
development of a program and agenda for the 2015 PDG Forum.
It is somewhat a “given” that the RI President, RI General Secretary, and RI Director will be
requested to address the forum. However, there is consensus, based on feedback from last
year, that we encourage these speakers to craft a unique message to the PDGs that will not be
redundant with the presentations scheduled for the Zone Institute.
Maxie and Sunny think it would be valuable to develop an agenda item that will provide PDGs
with an opportunity to share their valuable experiences gained during their year of service as a
district governor. Such a discussion topic would fill out the balance of the time allowed for the
half-day session.
We would also want to provide an avenue for PDGs who remain engaged in Rotary activities to
identify their primary areas of expertise and develop strategies for utilizing their experience to
assist district and zone leaders in years ahead. Much has been invested in the development of
these important leaders. Many have the desire to continue to share their expertise and
knowledge.
It was suggested that we develop and distribute a survey tool to Zones 21b/27 PDGs within the
next six weeks that will seek input regarding ways PDGs would like to continue to be involved in
key initiatives, training opportunities, and their primary interest in the focus areas of
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humanitarian service. Sunny will send his ideas in bullet format to Maxie. She will coordinate
the development of a “Survey Monkey” with an education resource who has experience in
developing these types of surveys. The survey will be kept as simple and short as possible.
Based on feedback from this survey, a session could be developed to utilize Immediate Past
District Governors in the role of discussion leaders for various interest areas identified.
In conjunction with the survey tool development, Maxie and Dian will collaborate on the
statement of the survey goal that will be used to introduce the survey and encourage responses
with honest feedback.
Dian will present this concept to Sherri for her concurrence before releasing the survey
instrument. Sherri may want to seek Greg’s approval as well.
Dian will also encourage the inclusion of Thursday noon lunch in the registration package for
the PDGs. Maxie and Sunny believe this will encourage attendance.
Dian will contact Sherri to see if there are other post-institute evaluations from previous PDG
Forums that can be review by the team. Dian will also contact Lynne Baker and Doug Whinnery
who served as PDG Forum Team Facilitators at the 2014 Institute. We would like to include
them on our next teleconference call to ask them for their assessment of future interests
and/or topics that should be covered in the PDG Forum.
Sunny will be out of country during the time that our next call was scheduled. Therefore, the
next teleconference for the PDG Forum Training Team was rescheduled for Tuesday, April 7,
2015, 7:30 p.m. CDT.
Meeting Notes Prepared by:
Dian Edwards, 3-9-15
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