ROTARY DISTRICT 5870
Club Leader / Committee Training
(District Assembly)
Central Texas College
Killeen, Texas
April 12, 2014
ROTARY’S CORE VALUES
Rotary's core values represent the guiding principles of our organization's culture,
including what guides members' priorities and actions within Rotary. As you will
see, these values are an important component in our strategic plan because they
drive the intent and direction of the district's leadership team.
Service
We believe that our service activities and programs bring about greater world
understanding and peace. Service is a major element of our mission. Through the
plans and actions of individual clubs, we create a culture of service throughout our
organization that provides unparalleled satisfaction for those who serve.
Fellowship
We believe that individual efforts focus on individual needs, but combined efforts
serve humanity. The power of combined efforts knows no limitation, multiplies
resources, and broadens our lives and perspectives. Fellowship leads to tolerance
and transcends racial, national, and other boundaries.
Diversity
We believe Rotary unifies all people internationally behind the ideal of service. We
encourage diversity of vocations within our membership and in our activities and
service work. A club that reflects its business and professional community is a club
with a key to its future.
Integrity
We are committed to and expect accountability from our leaders and fellow
members, both in the results of our efforts and in the processes we use to
accomplish our goals. We adhere to high ethical and professional standards in our
work and personal relationships. We are fair and respectful in our interactions,
and we conscientiously steward the resources entrusted to us.
Leadership
We are a global fellowship of individuals who are leaders in their fields of
endeavor. We believe in the importance of leadership development and in
leadership as a quality of our members. As Rotarians, we are leaders in
implementing our core values.
Rotary District 5870
Club Leader/Committee Training Agenda
April 12, 2014
Purpose: The purpose of the district assembly is to provide Rotary Club leaders with the necessary skills,
knowledge and motivation to:
 Support and Strengthen their Rotary Club
 Focus and Increase Humanitarian Service
 Enhance Public Image and Awareness
8:00 am -8:30 am
Registration
8:30 am- 9:15 am
Opening Plenary Session

Call to Order/Logistics

Invocation

Pledge of Allegiance

Introduction

Welcome

Engage Rotary, Change Lives

Remarks for 2014-2015
Room 1069
Room 1075
Rob Glass
Oliver Smith
Sarah Carriker
Pat O’Farrell
DGE Hanspeter Tobler
RI President-elect Gary Huang
DGE Hanspeter Tobler
9:15 am -9:30 am Break
9:30 am - 10:45 am
Presidents-elect (2014-2015)
DGE Hanspeter Tobler

Discussion and Approval of the 2013-2014 District Budget

Presidential Citation

Continue work on Planning Guide and Goals

Club Visits
Room 1075
Club Secretary
(Resource – Club Secretary Manual)
District Secretary Steve Walden/Bruce Golden

Responsibilities of the Club Secretary

Member Access/Reporting Requirements

Club Runner

Governing Documents

Club Bulletin

Presidential Citation
Room 1082
Membership
(Resource – Club Membership Manual)
District Membership Chair Dave Edwards

Responsibilities

Membership Recruitment and Diversity

Retention of Members

Setting Membership Goals
Room 1072
Public Image
(Resource – Club Public Relations Manual)
District PR Chair Gene Holiman/AG Teresa Chavez

Responsibilities

Qualifications for committee members

Working with the media & press releases

Attracting positive media attention

Social Media

Texting
Jennifer McCann

Setting PR Goals

Presidential Citation
Room 1070
The Rotary Foundation
(Resource – Club Rotary Foundation Manual)
DRFC Ken Adam/PolioPlus Chair Kelly Barr

Responsibilities

Rotary Foundation Programs

Funding of Foundation Programs

Stewardship of Rotary Foundation Funds

Annual Programs Fund and Permanent Fund

Setting Rotary Foundation Goals

Presidential Citation
Room 1080
Youth Services
(Resource – Individual Program Handbooks)
Room 1071
Youth Services Chair Suresh Pahwa

Overview
Suresh Pahwa

Youth Protection
Ed Martin

EarlyAct/FirstKnight
Mary Reynolds

Interact
KC Smith

Rotaract
Amy Bawcom and Martha Myers

Scouting
Carl Cummins
11:00 am - 12:15 pm
Club Secretary
(Resource – Club Secretary Manual)
District Secretary Steve Walden/Bruce Golden

Responsibilities of the Club Secretary

Member Access/Reporting Requirements

Club Runner

Governing Documents

Club Bulletin

Presidential Citation
Room 1082
Club Treasurer (Resource – Club Treasurer Manual)
District Treasurer Gene Silverblatt

Responsibilities

Fundraising activities

Club Budgets

Role with Rotary Foundation Contributions

Club Finances & Tax Requirements

Use and Purpose of Dues

Remitting RI and District Dues
Room 1073
Membership
(Resource – Club Membership Manual)
District Membership Chair Dave Edwards

Responsibilities

Membership Recruitment and Diversity

Retention of Members

Setting Membership Goals
Room 1072
Fundraising
Tom Perkins, Jr.

Responsibilities

Guidelines

ABC’s of Fundraising
Room 1070
The Rotary Foundation Grant Management Refresher
Room 1080
DRFC Ken Adam

Responsibilities

Rotary Foundation Programs

Funding of Foundation Programs

Stewardship of Rotary Foundation Funds

Annual Programs Fund and Permanent Fund

Setting Rotary Foundation Goals

Presidential Citation
(Resource – Club Rotary Foundation Manual)
Youth Services
(Resource – Individual Program Handbooks)
Youth Services Chair Suresh Pahwa

Overview
Suresh Pahwa

Youth Protection
Ed Martin

Youth Exchange
Jennifer Graham

RYLA
Carroll Sharp
12:30 pm- 2:00 pm
Lunch Program – Food, Fellowship and Networking
Room 1071
Campus Center
STRATEGIC PLAN
(Effective March 2012)
ROTARY INTERNATIONAL
Rotary International is a network of inspired individuals who seek to translate their
passion for humanitarian service into relevant action that changes lives in both their
communities and around the world.
VISION
Rotarians worldwide will be recognized for commitment to service above self to
advance world understanding, good will, and peace.
MISSION
District 5870 exists solely to support local clubs. Our mission is to organize district
leadership, communications, and programs with a view of enhancing local Rotary
Club leadership to evolve clubs consistent with the Rotary Effective Club Model.
CORE VALUES
District 5870 is committed to Rotary's five core values which represent the
guiding principles of our culture and help set our priorities.
1. Service. We seek to have our service activities and programs bring about
greater world peace and understanding.
2. Fellowship. We believe that our combined efforts serve humanity and know
no limitations, multiplies resources and broadens our lives and perspectives.
3. Diversity. We seek to have our membership reflect the business,
professional, ethnic, cultural, gender and age diversity of Central Texas.
4. Integrity. We are committed to, and expect accountability and high ethical
standards from, our leaders and fellow members, both in the results of our efforts
and in the processes we use to achieve them.
5. Leadership. We believe in the importance of leadership development and
in leadership as an indispensible quality of our members.
STRATEGIC ANALYSIS
District 5870 has identified significant internal strengths and weakness, and external
opportunities and threats that impact our ability to achieve our primary goals.
District Strengths
1. Experienced Rotarians with strong leadership skills exist throughout District 5870.
2. Our commitment to New Generations service promotes the positive change
that comes from youth and young adults involved in leadership development
activities, and community and international.
3. Our long-term bilateral relationship with District 4130 facilitates the District’s
ability to undertake meaningful international humanitarian service.
4. Our overall financial support of The Rotary Foundation provides the District with
adequate resources to participate in the full spectrum of Foundation programs.
District Weaknesses
1. Inadequate membership retention rates minimize the effect of our new
member recruiting efforts.
2. The lack of ethnic, cultural and gender diversity in our membership reduces
our ability to attract and retain talented people of all backgrounds.
3. Weak nurturing has produced a number of struggling, ineffective new clubs.
4. The lack of a defined process for developing leaders diminishes the
number of Rotarians prepared to serve at both the Club and District level.
5. Ineffective communications down to the individual Rotarian level hampers our
ability to get the most from their membership.
6. Our Public Image program has not significantly raised awareness of
Rotary’s action-oriented humanitarian efforts among the general public,
media, and local government officials.
7. A number of our clubs do not contribute yearly to the Annual Programs Fund.
8. A number of our clubs are not working toward achieving a minimum annual
per capita contribution of $100.
9. Interact, Rotaract and Early Act, First Knight--not yet dispersed to District
clubs. Opportunities
1. The rapidly growing population in most areas of the District provides a large
pool of potential members.
2. The robust ethnic and cultural nature of this population provides a solid
basis to increase the diversity of the District’s membership..
3. Relationships developed at multi-District and Zone level programs provide the
basis for enhanced working relationships with neighboring Districts.
4. An improving economic outlook enhances our ability to increase contributions to
The Rotary Foundation.
Threats
1. Resistance to implementing change endangers the District’s ability to remain
as a vibrant force for good.
2. The aging of our leadership endangers the relevancy to younger
generations. DISTRICT PRIORITY GOALS
Into the near future, District 5870 will focus its primary efforts to achieve the following
five priority goals:
1. Provide leadership to successfully transition to Future Vision
2. Focus on and increase Humanitarian Service
3. Increase support for The Rotary Foundation
4. Focus membership on growing diversity within Rotary Clubs
5. Enhance the Districts’ public image
IMPLEMENTATION PLAN
1. The District Governor has the responsibility to organize and establish an annual
Plan of Action (POA) to address the priority goals set out in this plan. This plan will
contain measures of performance that quantitatively tell us whether or not we are
making progress to achieving these goals.
2. The District shall establish a Strategic Planning Monitoring Committee, chaired by
the District Governor which will meet quarterly to review progress toward achieving
the priority goals. The committee will consist of:
a. District Governor and Immediate Past District Governor
b. District Governor-elect, Governor Nominee, and Nominee-designate
c. District Foundation Chair
d. District Membership Chair
The priority goals established in this plan remain in force until changed. However, the
plan is dynamic in nature and designed so that future District Governors can modify it
as needs change over time.