This library includes resources intended specifically for Membership Development — Attracting, Engaging and Retaining members. By selecting specific Club Roles or District Roles on the left side of the page, you can reduce or expand the content shown to match your specific area of interest. All document types are included — to drill down more precisely, just check the categories of specific interest.
Document Library
CHECKLISTS
Adding New Members to My Rotary and DACdb (link)
Step by step instructions on how to add a new member to Rotary International/My Rotary and the District and Club database
Rotary Club Health Check (pdf)
Rotary International guide to assessing your club's vitality, vibrancy, relevance and attractiveness to both new and existing members. If you're having trouble either attracting new members or keeping members, this is a recommended process
Zones 33-34 Membership Library (link)
Link to some of the best membership-related resources in Rotary. Tried and proven strategies and recipes for attracting and retaining members.
FORMS/APPLICATIONS
Membership Event Grant Reimbursement Request (following your event) (link)
Link to membership event grant reimbursement request. To be submitted after your event is over.
Membership Goal Setting Worksheets for 2022-23 (pdf)
1 page per club, alphabetically sorted. Print only your club's page. 5-year history of club membership, annual average attrition rates and attraction rates. Average number of members terminated per year - the number llikely needed to replace those who leave during the year.
INFORMATIONAL
2022 Membership Summit Binder (pdf)
Binder contents from the 2022 Membership Summit. The slideshow can be found in another file.
2022 Membership Summit Slides (pdf)
PDF of slides from Membership Summit.
2022 Membership Summit Slideshow (pptx)
The slideshow from the 2022 Membership Summit. If you want to access the video shown at the meeting, please go to https://www.facebook.com/watch/?v=359863984959157
5 Things I Wish All Rotarians Knew (and Believed) About Membership (pdf)
5 essential truths about attracting, engaging and retaining members. The keys to a consistently growing Rotary club.
7 Habits of Effective Rotarians (pdf)
Vibrant clubs are driven by effective people. Look at the 7 habits they share.
Club President Personal Ask – An Intentional Membership Strategy (doc)
This is an effective intentional membership strategy for clubs under 25 members, where it's a practical amount of time investment by the President. Or for a larger club carried out over several weeks.
Corporate or Family Membership Types (link)
Library of Example documents and Bylaws for establishing Corporate or Family Memberships
District 7750 The Rotary Foundation Summary – Rainbow Report (pdf)
Most Current TRF numbers
How to Propose a New Member (pdf)
RI information about how to introduce Rotary to a prospective member.
Membership Resource Library for Rotary Zones 33-34 (link)
A large library of membership-related collateral and resources
Membership Summit Makeup – Video – 9/15/22 (link)
Enjoy the video from our Membership Summit Makeup on September 15, 2022.
Recipe for Successful Rotary Membership Event (pdf)
A successful Rotary Membership Event (Rotary Information Hour, Discover Rotary, etc.) starts with the right framework. This is a "business seminar", rather than a Rotary meeting, social hour, networking event, etc. Think about how you'd organize a new product introduction event for your company's prospects or customers.
Step Right Up – In Rotary’s Membership Game, Everyone’s a Winner (pdf)
Article from Tom Gump, a former president of the Rotary Club of Edina/Morningside, which makes
boosting membership a priority.
PLANNING TOOLS
Intentional Strategies for Membership (pdf)
A worksheet to organize prospect identification, attracting, on-boarding, and retaining members.
PRESENTATIONS
Club Membership Profiles (ppt)
Membership Profiles & Membership Challenges of smaller clubs
Intentional Strategies (ppt)
Intentional Strategies for attracting and retaining members
Membership Event Sample Presentation (link)
An editable sample presentation to be used during a membership event.
Membership Matters Workshop (ppt)
Membership Workshop from 7750 On-Demand Training
Prospective Member Tracking & Drip Marketing with DACdb (ppt)
How to use DACdb as a tool to track prospective members and to "touch" them electronically on a regular basis, using DACdb PMail tools and DACdb Member Types
RI RESOURCES & MANUALS
Strengthening Your Membership (pdf)
RI Manual on creating your membership development plan. Intended for club presidents, district membership chairs, and club membership committees, this guide explains the process of creating a membership development plan and provides strategies and tools you can use to attract and engage new members.
TEMPLATES
Scavenger Hunt (pptx)
New member on-boarding activity that can be customized for your club.
VIDEOS
Discover Rotary Demonstration Video (link)
Full-length video of a sample Membership Event -- a Rotary Information Hour for potential Rotarians. See how the pieces of an effective Membership Event fit together.
WORKSHEETS
Who Do You Know and Membership Survey (pdf)
Lead generation exercise for a club