Are You Ready?Presented By

PDG Jay Saltzman & Bette Hall

Are you ready for one of the most exciting year’s of your life?

Your incoming District Governor

ELSA GILLHAM

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Who knows the name of the 2014-15 President of Rotary International? ◦ Gary C.K. Huang

Where is he from?◦ Taipei, Taiwan

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Where will the 2015 Rotary International Convention be held?

Sao Paulo, Brazil Dates ◦ June 5 – 8, 2015

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Where is it being held?◦ SYDNEY AUSTRALIA

Who is planning on going? Who has been to a Rotary International

Convention?

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Who knows the theme for Rotary year 2014-15?

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How are you planning to “Light Up Rotary” in your year as President?◦ Examples?

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Every new President’s prayer◦ “Please don’t let it fall apart in MY year!!!!!!!”

How can you avoid the “falling apart”?◦ PREPARE◦ PLAN◦ PRACTICE

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Who has their Board and Chairs already selected? Share with the group

How do you get the right person for the job?◦ Ideas?

Succession planning◦ Ideas?

Problems? Learn from current President◦ Good and bad

Visit other Clubs◦ Learning experience – again, good and bad

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Ready, Set, GOOOOAAAALLL!!!!!! ◦ Have you completed your Club Leadership plan?◦ Due to Rotary Central by PETS◦ How are you going to set your goals? Work with existing and incoming Boards

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Who has a Strategic Plan?◦ https://www.rotary.org/en/strategic-plan

What should be part of your strategic plan?◦ Vision◦ Mission statement◦ SMART Goals

Who can tell me what a SMART goal is? Specific, Measurable, Achievable,

Relevant, Timebound – examples?

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Board meetings ◦ Set dates, stick to them whenever possible◦ Know your Club’s Constitution/By-Laws Don’t have By-Laws – put them in place

Club Assemblies◦ Set schedule – quarterly, monthly◦ Set format◦ Communicate with members on reporting

requirements Communication key◦ How do you communicate with members?

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What is the number one rule?◦ HAVE FUN!!!

Rule 2 – set an Agenda◦ Ask members ahead for Inspirational Moment, Flag

Salute, Four-Way Test Ooops – Speaker No Show – now what?◦ 3x5 cards, extra pens◦ Rotary Quiz◦ Get to Know Your Rotary Neighbor quiz◦ Craft talks

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Be prepared Let members know ◦ Importance◦ When◦ What to expect

Explain protocols◦ When to stand

Gift◦ Suggestion – donation to Rotary Foundation in DG

name

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Take every opportunity to “toot your own horn” Share your story Public Image Chair Website – current, interesting Social Media◦ Twitter, Facebook, Blog, Instagram◦ Others?

Clipboard, sign-in sheet, brochures every event Post photos

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It’s a DATE:◦ PETS February 20-23 2014 – Airport Marriott◦ District Assembly – May 10 2014 – Carson Community

Center ◦ DATE CHANGE – District Conference - May 15-18

Hyatt Regency Indian Wells◦ International Convention – June 01 – 04 Sydney

Australia More to come!!!!!!!!!

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Budgeting very important part of your role Start working with your current President AND

the Treasurer Understand the financial reports Know where the money is, where it is going

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Your responsibility as President to:◦ Ensure your club has an Employer Identification Number

(EIN) ◦ Know the Annual Tax Return Filing Requirements For

Clubs Under RI’s Group Exemption

Where to get answers:◦ ROTARY CLUBS AND THE IRS: FREQUENTLY ASKED

QUESTIONS

◦ Annual return is due every year by 15 November, the 15th day of the 5th month after the close of RI’s tax year on 30 June.

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Risk Management Is your Club event under RI umbrella policy?◦ https://www.rotary.org/myrotary/.../us-rotary-

club... Club Directors and Officers?

Certificate of Insurance

Who you gonna call?◦ Following an incident

Rotary International Risk Management◦ District Chair for current year – DGN Greg O’Brien

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President Elect Readiness Education Program WELCOME 2014-15 Presidents�Test Your Knowledge �Do you know…………..Rotary Convention 2014Rotary 2014-15Shine in Your Year President’s Responsibilities�President Elect Responsibilities �President Elect ResponsibilitiesHow Are You Going To Reach Your Goals?Plan Your YearMeetings Governor’s VisitPublic Image/RelationsMeetings and moreHigh FinanceYour Rotary Club and the IRSPart of Financial ManagementQuestions?