23 mar 2013 district assembly no video

Rotary ChinaAssembly

Saturday 23 March 2013Beijing, China

2Rotary China Assembly 2013

District Training Cycle

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PurposeThe purpose of this training Assembly is:

•To prepare club leaders for their year in office•To give club leaders from China the chance to work together•To disseminate Rotary information•To introduce the Future Vision Plan

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Rotary China AssemblySaturday 23 March 2013

Host Club: Rotary Club of Beijing

DISTRICT ASSEMBLY08:30 Registration

09:00 Welcome & Introductions– President David van Meerendonk

09:15 Review of the Rotary Basics– SR Y.K. Cheng

10:15 Break

10:30 Presentation of 2013-14 Theme– DSRD Randal Eastman

11:00 RI Strategic Plan Update– DSRD Randal Eastman

11:10 Strengthening Rotary’s Brand– DSRD Randal Eastman

11:20 Polio Plus – We are This Close– Past President Simon Maguire

11:30 The Rotary Foundation Future Vision– DRFC Pradeep Kumar

12:45 Lunch

14:00 Review for the Day– SR Y.K. Cheng

14:30 Adjourn District Assembly

PRESIDENT-ELECT TRAINING15:00 Structure of Rotary

– DSRD Randal Eastman

15:10 The Rotary China Team– DSRD Randal Eastman

15:20 An Effective Rotary Club – DSRD Randal Eastman

15:30 Role & Responsibilities of Club President–SR Y.K. Cheng

16:00 Be a Vibrant Club - Your Club Leadership Plan–SR Y.K. Cheng

16:15 Club Administration– DSRD Randal Eastman

16:30 Break

16:45 Membership Recruitment & Orientation– Past President Simon Maguire

17:00 Service Projects– DRFC Pradeep Kumar

17:10 The Rotary Foundation– DRFC Pradeep Kumar

17:50 Training– Past President Simon Maguire

18:00 Adjourn President-Elect Training Seminar

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Your Training Team• Y.K. Cheng – President’s Special Representative for China 2008-13

Consulting Civil and Structural Engineer by profession. Member and President 1990-91, Rotary Club of Hong Kong Island East, D3450. Governor RI D-3450 1996-97. RI International Assembly Training Leader 1998, 1999. Zone Training Leader 2000, 2004-8. D-3450 representative to 2010 RI Council on Legislation. Recipient: RI Service Above Self Award, TRF Citation for Meritorious Service and Distinguished Service Award

• Randal Eastman – Deputy Special Representative (Designate) for China 2013-16 Class: Spa & Beauty Services Management; Member since 2001 and President 2009-10, Rotary Club of Shanghai, China. President 1998-2001 Expatriate Rotarians & Friends Shanghai. Joined Rotary Club of London South (Canada) 1993. District Foundation Chairman 2007-8, District Public Image Chairman 2008-10. Recipient: TRF Citation for Meritorious Service and RI Four Avenues of Service Award.

• Pradeep Kumar – District Rotary Foundation Chair for Rotary China 2012-16Class: Business Management Education; Member since 2006 and President 2010-11, Rotary Club of Shanghai, China. Joined Rotary in 1990 Rotary Club of Bombay North, D3140 serving as Director and Secretary.

• Simon Maguire – District Trainer for China 2013-16Class: Engineering - Fibres. Mech Eng. Director - Industrial Sector, WSP Greater China. Joined Rotaract clubs of Heswall and Nuneaton (UK). Joined Rotary 1993, founding member Rotary Club of Grimsby St James, D1270. President of Rotary Club of Rugby Dunsmore 2010-11. Member Rotary Club of Shanghai 2011 and District GSE Chair 2012. 5


WelcomeIntroductions

David van MeerendonkPresident Rotary Club of Beijing

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Reviewing the Rotary Basics

Special Representative for China Y.K. Cheng

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What is Rotary?• Rotary International is a volunteer organization

of business and professional leaders who provide humanitarian service, and help to build goodwill and peace in the world

• A worldwide network of inspired individuals who translate their passions into relevant social causes to change lives in communities

• Community service on a global scale

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Our motto, SERVICE ABOVE SELF, embodies our humanitarian spirit

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Rotary China Assembly 2013

Rotary by the Numbers• 1.2 million Rotarians worldwide

• 34,000 Rotary clubs• 8,500 Rotaract clubs (18-30 yrs)

• 13,200 Interact clubs (12-18 years)

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Mission & VisionMission

The mission of Rotary International, a worldwide association of Rotary clubs, is to provide service to others, to promote high ethical standards, and to advance world understanding, goodwill, and peace through it fellowship of business, professional, and community leaders.

Vision

The vision of Rotary International is to be universally recognized for our commitment to Service Above Self to advance world understanding, goodwill, and peace.

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Key Principles

Object of RotaryThe Classification Principle

The Four-Way Test5 Avenues of Service

6 Areas of FocusNew Generations

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The Object of Rotary• The Object of Rotary is to encourage and foster the ideal

of service as a basis of worthy enterprise and, in particular, to encourage and foster:

• FIRST. The development of acquaintance as an opportunity for service;

• SECOND. High ethical standards in business and professions; the recognition of the worthiness of all useful occupations; and the dignifying of each Rotarian's occupation as an opportunity to serve society;

• THIRD. The application of the ideal of service in each Rotarian's personal, business, and community life;

• FOURTH. The advancement of international understanding, goodwill, and peace through a world fellowship of business and professional persons united in the ideal of service.

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The Classification Principle• Virtually all membership in Rotary is based upon a

"classification."

• Basically a classification describes the distinct and recognized business or professional service which the Rotarian renders to society.

• The classification principle is a necessary concept in assuring that each Rotary club represents a cross section of the business and professional life of the community.

• Classifications are determined by services to society rather than by the position held by an individual.

– In other words, if a person is the president of a bank, he or she is not classified as "bank president" but under the classification "banking."

• The classification principle also permits separation into distinct functions such as manufacturing, distributing, retailing, etc.

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The Four-Way Test• Followed by

Rotarians worldwide in their business and professional lives,

• The Four-Way Test was created by Rotarian Herbert J. Taylor (and past RI President) in 1932.

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Herbert Taylor with The Four-Way Test.Rotary Images

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The Four-Way TestOf the things we think, say or do:

我们所想，所说，所做的事应事先扪心自问：1. Is it the TRUTH?

是真的吗？ Shi Zhen de ma?

2. Is it FAIR to all concerned?

是公平的吗？ Shi Gong Ping de ma?

3. Will it build GOODWILL and BETTER FRIENDSHIPS?

是善意的并促进友谊吗 ?

Shi Shan Yi de - Bing Cu Jin You Yi ma ？4. Will it be BENEFICIAL to all concerned?

是对大家有利吗 ? Shi Dui Da Jia You Li ma?

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Avenues of Service

District Assembly | 417

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5 Avenues of Service• Club Service• Vocational Service

• Community Service

• International Service

• New Generations Service

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resources: Intro to Vocational ServiceIntro to New Generations Service

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6 Areas of Focus


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Peace and conflict prevention/resolution

Disease prevention and treatment

Water and sanitation

Maternal and child health

Basic education and literacy

Economic and community development

Areas of Focus

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Rotary’s New Generations• Programs• Interact

• 12-18, high school based

• Rotaract• 18-30, community or school

based

• Rotary Youth Leadership Awards• 14-18 and 19-30 (not yet in

China)

• Rotary Youth Exchange• 15-19 (not in China)

• Rotary Scholars (new 2013)• graduate students

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Rotaract Club• Service club for young

professionals and students age 18-30

• Sponsored by local Rotary club• Provides young people with

opportunities to foster leadership and responsible citizenship

• Promotes peace and international understanding

• Brings new energy to Rotary club, inspires fresh ideas for service, increases support for projects

• Helps develop future Rotarians22

visit:rotaractbeijing.org

rotaractshanghai.org

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Interact Club• Service club for young people age

12-18 • Sponsored by local Rotary club• Gives young people a chance to

participate in fun, meaningful service projects while developing leadership skills and meeting new friends

• Rotarians mentor promising youth in their communities

• Interactors bring new energy to a Rotary Club and inspire fresh ideas

• Help to develop future Rotarians23

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Youth Protection• Statement of

Conduct for Working with Youth

• Youth Protection Laws

• Abuse and Harassment Prevention

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Club Leadership PlanStandard Committees•Club Administration

•Membership

•Public Relations

•The Rotary Foundation

•Service Projects

•other ad-hoc Committees as required

Officers•President

•Secretary

•Treasurer

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resources: Club Officer Manuals

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Club Administration Committee Responsibilities

• Develop committee goals to achieve club annual goals.

• Organize club programs.• Manage club

communications, including club newsletter and online presence.

• Track club attendance.• Plan social events and

activities for members to get better acquainted.

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Club Admin committee includes Club Secretary and Treasurer

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Club Secretary Responsibilities

• Maintain membership records.• Send out notices of meetings.• Record and maintain minutes.• Submit required reports to RI.• Work with treasurer to collect and submit

dues and fees.• Record attendance and send to district

governor.

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Rotary China Assembly 2013 28

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Submitting ReportsTo RI (via Member Access)

To your district governor

To the appropriate club secretary

Semiannual Report Monthly attendance Visiting Rotarian attendance

Membership Data Form

Changes in officers or meeting information

Rotarian Relocation Form

Changes in officers or meeting information

Official Directory Data

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Resources

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Club Treasurer Responsibilities• Record incoming/outgoing funds.• Collect and submit dues and fees.• Report to your club board.• Help members submit contributions.• Adhere to the budget.• Establish financial controls.• Comply with local laws.

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Managing Funds• Establish separate accounts for operational

and charitable funds.• Document incoming and outgoing funds.• Consult a local expert to review club finances

annually and determine any tax or other liabilities.

• Require board approval for expenses over a set amount.

• Appoint a finance committee.• Require two signatures for disbursing funds. • Deposit funds in a bank selected by the

club’s board.

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Resources

[email protected]

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Membership Committee Responsibilities

• Develop committee goals to achieve club membership goals.

• Educate and train new and current members.

• Conduct classification surveys.• Develop membership action

plan.• Conduct club assessments• Work with public relations

committee.• Sponsor new clubs, if

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DiversityReflect the community with regard to

•Profession

•Age

•Gender

•Ethnicity

•Religion

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Attracting New Members • Help members identify potential

Rotarians, and promote the proposal of new members as a responsibility of all Rotarians.

• Ask members to describe why they value their membership.

• Ensure diverse membership.• Develop a membership strategy.

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Strategies for Engaging Members

• Use surveys to identify what’s important to members.

• Administer the Resigning Member Questionnaire to identify challenges facing the club.

• Maintain ongoing communication. • Hold regular club assemblies to discuss

club activities.• Keep club meetings interesting and

enjoyable.

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Resources

Strategies for Attracting and Engaging Members (417)

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Public Relations Commitee Responsibilities

• Develop committee goals.• Create awareness of club

activities and projects.• Promote your club in

your community.• Know key Rotary

messages.• Work with club

membership committee to attract new members.

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Public Relations Efforts

• Stay current on PR resources at www.rotary.org.

• Create contact lists of local media.• Keep the website current and interesting.

• Encourage members to promote Rotary.


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Resources


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The Rotary Foundation Committee

Responsibilities• Develop committee goals to

achieve Foundation goals for the coming year.

• Educate club members about the Foundation.

• Encourage club members to contribute.

• Ensure the club is qualified to receive grants.

• Communicate Foundation goals to club members.

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Foundation Activities


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Resources


[email protected]

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Service Projects Committee Responsibilities

• Develop committee goals to achieve club service project goals.

• Conduct service projects that include needs assessments, planning, and evaluation.

• Identify opportunities for signature projects.

• Lead fundraising efforts.• Understand potential liability

issues.• Reach out to clubs locally and

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RI Programs and Activities

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Responsibilities• Develop committee goals to achieve club

service project goals.• Conduct service projects that include

needs assessments, planning, and evaluation.

• Identify opportunities for signature projects.

• Lead fundraising efforts.• Understand potential liability issues.• Reach out to clubs locally and

internationally.

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Service Project Guidelines

• Relate projects to the areas of focus and Avenues of Service.

• Address a genuine need.• Involve all club members.• Share ideas with other clubs. • Use RI resources.• Practice good financial stewardship.

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Resources

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Rotary International Theme for 2013-14

Ron D. Burton, RI President (2013-14)

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DSRD Randal Eastman

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President-Elect Ron D. Burton

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• Ron D. Burton retired as president of the University of Oklahoma Foundation Inc. in 2007.

• A Rotarian since 1979, Ron is a member and past president of the Rotary Club of Norman, Oklahoma.

• He also chaired the 2011 New Orleans Convention Committee.

• He has served The Rotary Foundation as Regional Rotary Foundation coordinator; member of the International PolioPlus Committee, Permanent Fund Leadership Team, and PolioPlus Speakers Bureau.

• He served as trustee in 2006-10 and vice chair in 2008-09. He also has been a member and vice chair of the Future Vision Committee.

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2013-14 Rotary Theme

Engage Rotary

Change Lives

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RI Strategic Plan Update&

Strengthening Rotary’s Brand

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DSRD Randal Eastman

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Support and strengthen clubs

Foster club innovation and flexibility

Develop leaders

Encourage clubs to participate in a variety of service activities

Promote membership diversity

Improve member recruitment and retention

Start new clubs

Encourage strategic planning at club and district levels

Support and Strengthen clubs

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Focus and increase humanitarian service

Eradicate polio

Create significant projects both locally and internationally

Increase sustainable service focused on•New generations programs•Rotary’s six areas of focus

Increase collaboration and connection with other organizations

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Enhance public image and awareness

Publicize action-oriented service

Encourage clubs to promote their networking opportunities and signature activities

Unify image and brand awareness

Promote core valuesEmphasize vocational service

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What success looks like

Enhanced public image

Increased contributions

Greater global reach

Increased membership and

donor base

Better projects

Greater impact

Stronger clubs

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•Get back to Rotary’s roots…

•Show the world what makes Rotary great…

•Clarify and focus our messages.

•Inspire Rotarians, our clubs and our entire organization.

Strengthening Rotary’s Brand

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Social business strategy moves Rotary from isolated communication …

… a community of ideas, collaboration and free exchange.

to…

Social Business Strategy

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Social Business Strategy

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xxxxxxxxxxx

Rotary Showcase

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Idea platform• Connects

Rotarians or clubs to help find partners, funding and resources for service projects

• Will replace ProjectLINK

• Supports co-creation of value

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App Store

• Rotarians help each other find the right tool

• Encourage innovation in the Rotary world

http://www.clubexpress.com/

http://www.dacdb.com/

http://www.breadstreetonline.com/

Future Vision Plan Update

PolioPlus

It may be considered the greatest humanitarian service the world has ever seen!

PP Simon MaguireDistrict Trainer

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We are this Close– to ending Polio forever

• A success story that is 25 years in the making

• Rotary International’s major international campaign

• 18-24 months from the finish line

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resources: endPolioNow.orgmore videos on your USB

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Fundraising – Polio EradicationFundraising – Polio Eradication

Gates Foundation matched Rotary

Fundraising $ for $ to US$200m

Hands on fundraising by RC of Rugby Dunsmore, UK

Rotary Day 23rd February

Rotary Day 2013 - Swimathon Rotaract Club of Shanghai

Fundraising by RC of Grimsby St James, UK

Omega car raffle sponsored by Vauxhall – mid 90s

25 Years of Fundraising

Activity

Examples

http://www.vauxhall.co.uk/


The Rotary FoundationFuture Vision

DRFC Pradeep Kumar

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Contents

• What is Future Vision (FV) • How FV affects Rotarians• How FV affects Clubs • Why FV • How to learn more • DDF• Global and District Grants• Rotary Scholars• Vocational training teams • Quiz on DG and GG

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What is future vision (FV)

• It is the way TRF will work from July 1 2013 for helping Rotarians for Doing Good in the WorldDoing Good in the World

• The roll out was preceded by pilots in 100 districts to learn the new system over past 2.5 years

• Ron Burton (RI Prez Elect) launched the FV at the training for the Dist. Governors Elects (DGEs) and Distt Rotary Foundation Committee Chairs (DRFCs) in San Diego on 18Jan2013

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How FV affects Rotarians

• Rotarians are empowered to do bigger and better projects with support from funds in TRF and other sources

• A district grant supported project could be of any size in collaboration with district

• If a project qualifies for ‘Areas of Focus’ then global/packaged grants could be available from 15K to 200K USD for that project

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How FV affects Cubs

• A club could have up to 10 projects supported by Global Grants

• Clubs would not be able to get grants without going thru the Centralized grant management and information system that includes approval by District officers

• Clubs need to take more ownership of financial control & execution accountability (Stewardship)

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StewardshipStewardship•Stewardship is the responsible management and oversight of grant funds, including: –Rotarian supervision –Financial records review–Oversight of funds–Reporting irregularities–Timely submission of reports

•Clubs are required to accept this responsibility by signing an MOU before they can participate in FV projects

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Future Vision Plan overview• In anticipation of The Rotary Foundation’s 100-year

anniversary in 2017, the Trustees set out to develop a plan to move the Foundation toward its second century of service.

• The Foundation has made only slight modifications to its programs since its inception and the Trustees sought input from a wide variety of stakeholders through interviews, surveys, focus groups, and input sessions in developing the Future Vision Plan.

• The plan updates the Foundation’s mission and creates a more effective and efficient way to help Rotarians develop diverse projects with greater impact and sustainable outcomes.

WHY FV

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Mission of TRF• The mission of The Rotary Foundation is to

enable Rotarians to advance world understanding, goodwill, and peace through the improvement of health, the support of education, and the alleviation of poverty.

• The Foundation's new missionnew mission, along with its new motto – Doing Good in the WorldDoing Good in the World – were approved by the Foundation Trustees and the RI Board and endorsed by the Council on Legislation.

WHY FV

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4,500

4,000

3,500

3,000

2,500

2,000

1,500

1,000

500

0 N

umbe

r of

Gra

nts

Aw

arde

d 4,160Comparative Analysis

Habitat For Humanity

$100 M

$100,000

1,000

Conrad Hilton

$100 M

$500,000

MacArthur Foundation

$260 M

$520,000

500

Lions International

$38.5 M

$72,000

The Rotary Foundation

$100 MAnnual Budget:

Average Award:

535

$12,500

180

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Objective of FV • Simplify Foundation programs and processes consis

tent with the mission• Focus Rotarian service efforts where they will have

the greatest impact by addressing priority world needs that are relevant to Rotarians

• Offer program options to help achieve both global and local goals Increase the sense of ownership at the district and club levels by transferring more decisions to the districts

• Gain greater understanding of The Rotary Foundation’s work and enhance Rotary’s public image

WHY FV

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ref: useful links for future vision.docFuture Vision Quick Reference Guide

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Rationale of Areas of focus

• Rotary clubs serve communities around the world, each with unique concerns and needs. Rotarians have continually adapted and improved the way they respond to those needs, taking on a broad range of service projects. The most successful and sustainable Rotary service tends to fall within one of the following six areas:

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Peace and conflict prevention/resolution

Disease prevention and treatment

Water and sanitation

Maternal and child health

Basic education and literacy

Economic and community development

Areas of Focus

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Criteria of FV areas of focus

1. The goals of Future Vision are to increase efficiency in grant processing and ensure quality of funded projects;

2. The content of each policy statement is intended to represent eligible and ineligible activities;

3. Eligible activities reflect those that Rotary clubs and districts have most often implemented;

4. Project planning is a bottom‐up and host club/district‐driven process;

5. All grant requests must comply with the policy statements related to each area of focus.

Double click this pdf file link to learn more on the eligibility

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DDF

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District Grants

• Educational and humanitarian activities consistent with the mission

• Single “block” grant awarded annually

• Smaller activities and projects

• Local or international activities

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Global Grants

• Long-term projects

• Larger grant awards

• Sustainable, measurable outcomes

• Alignment with areas of focus

• World Fund match

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Quick Comparison

District Grants• Application process with

the District

• Can be international or community (local)

• Partnerships encouraged

• No TRF match

• No Paul Harris credit

• Clubs must qualify

• Smaller projects

Global Grants• Application process with

The Rotary Foundation

• Must be international

• Partner required

• Min $15,000 to qualify

• TRF match

• Paul Harris credit

• Clubs must qualify

• Bigger projects

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Scholarships

• District Grants– No match by TRF– No restrictions on the location,

length of study, area of study or level (undergraduate or graduate)

– District determines criteria, process & award amount

• Global Grants– TRF - must be minimum of $30,000– Field of study must be within the 6 areas of focus– Graduate level; one to four years; must study abroad– Possibly bundled with a humanitarian project with a

total of scholarship & project of $30,000– Peace Scholarships funded by TRF

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2013-2014

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Vocational Training Teams

• District Grants– No match by TRF– Old “Group Study Exchange” Concept

• Global Grants– TRF match – must meet $30,000 minimum– Need to provide or receive training– Field of training must be within 6 areas of focus– Possibly bundled with a humanitarian project and or a

scholarship– Minimum of 1 Rotarian and 3 non-Rotarians but there

is no maximum team size– Additional Rotarians may participate

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2013-2014

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Packaged Grants

• Strategic Partners

• Planned by Rotarians

• Encourage involvement by smaller clubs

• No cost to clubs

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Strategic Partners

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Questions?www.rotary.org/futurevision

[email protected]

http://www.rotary.org/futurevision

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DG or GG QUIZ

• Participants are shown a description of a project and they decide whether it is a DG or a GG

• 1 minutes per project • Total 15 projects in

quiz• Source – Jan 17

workshop in San Diego

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Review for the Day

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SR Y.K. Cheng

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Rotary China Assembly is Adjourned

Thanks to all for attending - and special thanks to SR Y.K. for nearly 5 years of leadership of the Rotary China Team!

www.RotaryChina.org

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23 mar 2013 district assembly no video

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