Welcome to ClubRunner!...ClubRunner Connect. Collaborate. Communicate. District Training...

ClubRunner Connect. Collaborate. Communicate.

DistrictTrainingPresentationtoClubs

WelcometoClubRunner!

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ClubRunner

WhatisClubRunner?Congratulations!YourDistrictissubscribedtoClubRunner,asoftwareservicethatmanagesclubandmembershipinformationaswellasfacilitateeasiercommunicationbetweentheDistrictanditsclubs.

ClubRunner…

•IsaprivatesoftwarecompanythathasbeenservingthousandsofRotaryclubsworldwidefornearly10years.

•Wascreatedbyandisoperatedby3PastPresidentsinCanada

•IsthelargestsoftwareprovidertoRotaryclubsworldwide,insixcontinents

•WasthefirstcompanytointegrateitsdatabasewithRotaryInternationalinNovember2010andistheleaderintermsoffieldsintegrated

•IsanOfficialRotaryInternationalLicensee

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ClubRunner

WhatDoesClubRunnerDo?ClubRunnerwillhelpyourdistrictwiththefollowingtasks:

• Seamlesslyintegratethedistrictdatabase withRotaryInternational,securely

• Produceunlimitedreports tohelpidentifymembershipgrowth

• Maintainorganizationalcharts withcommitteestructures

• Maintainclubexecutive/directorlistings,accessiblebyRotariansinthedistrict

• Generatepassword-protecteddistrictdirectories inseveralformats

• Trackandreportclubattendance

• Sendouttargetedandpersonalizedemailcommunicationandnewsletters

• Manageeventregistrationsandreporting,withonlinepayment

• Alloweveryclubtologinandmaintaintheirowninformation

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Calendar for upcoming District events

Access useful content aimed for club executives and Rotarians

Access the publicly available Club and District Info

Access links to other websites related to Rotary

DistrictWebsite

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TheClubDirectorypagedisplaysallclubs,theirmeetingdaysandtimes,alongwithPresidentnames,andlinkstoclubwebsites

ChoosefromAlphabeticallistingorSortedbyMeetingDay/Time

ClubDirectory

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Clickingonaclubnamewilldisplaydetailsforthatclub,including:

•Meetingday/time

•Meetinglocation

•AssistantGovernor

•ClubPresident

•Executives/Directors

•Committees

•UpcomingSpeakers

•UpcomingEvents

•LinktoClubBulletin

•LinktoClubSite

ClubDetailsPage

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DisplaysallDistrictExecutives,Officers,AssistantGovernorsandtheirclubsandexecutives,committeedirectorsandsub-committeechairs.

Linksgotoaprivateemailformtoallowmemberstobecontactedbypublicwithoutdivulgingemailaddresses.

DistrictOrganizationChart

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DisplaysallDistrictExecutives,Officers,AssistantGovernorsandtheirclubsandexecutives,committeedirectorsandsub-committeechairs.

Linksgotoaprivateemailformtoallowmemberstobecontactedbypublicwithoutdivulgingemailaddresses.

DistrictPhotoOrganizationChart

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PrivateEmailForm

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• StartattheDistricthomepage,locatedat:www.clubrunner.ca/XXXX (WhereXXXXisyourDistrict#)

• ClickontheLoginlinkatthetopright.AllmembersintheDistrictcanlogin.Thesystemwillrecognizeyourlevelautomaticallyandgrantyoutheappropriateaccess.

LoggingIn

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• OntheLoginpage,clickon‘NewandExistingUsers–RetrieveYourPassword’

LoggingIn– RequestPassword

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• Chooseclubfromlist,enterlastnameandemailaddress• PressGetLoginInfobutton.Watchfortheemailtoarrive

inyourinbox.

LoggingIn– RequestPassword

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AccessLevelstoMembersAreaThereare3mainlevelsofaccesstotheCommunicationIntranet:• DistrictLevel– canaccessandmaintainallDistrict

organizationcharts,aswellasallClublistings• ClubExecutiveLevel– canaccessandupdateallinformation

pertainingtoyourclubandmembers,includingattendancereporting,clubexecutivelistings,andmembershipadds/edits/terminations.

• MemberLevel– canaccessandupdateyourownmembershipprofiledirectlyregardlessofpositioninclubordistrict.Canalsoaccessdistrictdirectoriesonceloggedin.

ClubRunner

Launchpad

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Your starting point when logged into the District site.

ClubRunner

Onceloggedin,anyRotarianintheDistrictcan:

• Updatetheirownmembershipprofile• Viewanddownloaddistrictdirectoryreports• Searchformembersintheonlinedirectory• RegisterforanyDistrictevent• AccessDistrictCommitteesandview/postinfoifa

memberofthatcommittee

WhatcanRegularMembersDo?

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Everythingaregularmembercando,plus:

• Updatetheirclubmembershiplisting• Specifycurrentandnextyear’sclubexecutives• Updatetheirclubinformationsuchasmeetingtime,date,

location,andwebsiteaddress• Reportmonthlyattendance• Registermembersfordistrictevents

WhatCanClubExecutivesDo?

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AllmemberscandownloadaWordorPDFversionoftheDistrictDirectory,whichisgeneratedfromallthedataonthewebsite

Choosefromavarietyofdistrictdirectories,searchthedirectory,viewtrendreportssuchastheDistrictDashboard,Age/GenderDistributionreports.Viewareportshowcasingclubpositions.BuildacustomreportwiththeeDirectorybuilder.

DistrictDirectories&Reports

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Reportsavailableinclude:

Clubsize/GrowthReportDistrictDashboardRuleof85GenderandAgeDistributionYearsofServiceDistribution

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Asampleofoneoftheavailabledirectories.

Memberscanprintthisathome,orsaveontheircomputerforfutureuse.

AtextversionofthedownloadisalsoavailableforimportintoHandheldsorcontactsoftware.

DistrictDirectories&Reports

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Toeasilyfindmembersofaclub,youcansearchthedistrictdatabasebyfirstorlastname,emailaddressorclassification.

DistrictDirectories&Reports

Onceresultsarereturned,theywillappearinalistformat.Clickonanametoviewcontactdetails.Clickontheemailicontoemailthemember.

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CommitteesManagementCreate,manageandstoreallcommitteeslistsalongwithdesignatedChairpersons,Secretariesandmembers.

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CommitteesManagement

PostdocumentsSendemailstocommitteemembers

Createsubcommittees

YouhavetheoptionofduplicatingthiscommitteerecordforthenextRotaryYear

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ClubExecutiveFunctions

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ActiveMembersList

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AddNewMember

ClickonanynametoEdit

MarkExtoTerminate

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MemberProfile

Clickonvarioustabstoaccessmoreinformation.

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EditClubInformation

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ClickonEditClubInfotomakechanges

EditExecutives

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EditClubExecutives

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SwitchtoNextRotaryYearlisting

AddNewPosition

Whenaddingaposition,selecttheclosestmatchunderPosition.Thiswillensurethispersonreceivesdistrictcommunicationsrelevanttotheirtitle.

ClubRunner

ClubAttendanceReport

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Asof3rd weekofmonth,newlineappears

Fillinthenumbers

ThenpressSave

NumberofMembersreferstofinalcountasofendofmonth

ClubRunner

RotaryIntegration

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Opt-inmustbedoneintwoplaces:RIandClubRunner

1)LinktoRI

2)Checkboxtooptin

Customizefieldsprivacy

ClubRunner

• Nopersonalinformationoremailaddresseverexposedonpublicwebsite

• Member’saccesstoinformationisrestrictedbasedonhisorherroleintheDistrictorClub

• StrictPrivacyPolicyassuresyouthatClubRunnerwillnotreleasedatatothirdpartyinanyform

• Membercancustomizeprivacylevelbasedonfields• ReadourPrivacyPolicy

Privacy

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ClubRunner

• NotarequirementtoparticipateinupdatingDistrictcommunicationintranet

• Providesyourclubwithyourownwebsiteandportal• Club-leveldirectories,emailanddocumentmanagement• Higherdetailofattendancetracking• Eventmanagement• Dues&billing(sendingoutinvoices,notaccounting)• BrandedClubnewsletter• DatabaseintegratedwithDistrictandRotaryInternational• Moreinfoatwww.clubrunner.ca

ClubVersionofClubRunner

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ClubRunner

SupportandHelpGuides

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ClubRunnerContacts&Resources

SubscriberCommunityPortalcommunity.clubrunner.ca

OnDemandVideoTutorialswww.clubrunner.ca/videos

WebinarTrainingwww.clubrunner.ca/webtraining

eSupportCenterwww.ClubRunnerSupport.com

EmailClubRunnerSupportat:

support@clubrunner.ca