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DISTRICT 7690 Reference Manual

Claudia Cannady District Governor

2018-2019

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YOUR YEAR BEGINS NOW!

Make it happen! Build an Awesome Team

Plan early and surround yourself with capable members Work with the Club Leadership to fill key positions

Identify talented, high-energy people to be a part of your team

Plan and Be Prepared

Define Rotary as it should exist in your club

Visit other Clubs and talk to fellow Presidents-Elect for opportunities and ideas

Create or update a plan for membership growth

Plan effective service projects and fundraisers; include both check writing and elbow grease Continue to support past projects that carry on into your year

Formulate/Review an annual budget and long-range plan

Prepare an effective weekly meeting agenda and program

Never be afraid to delegate – you can’t know or do everything yourself

Work with your Assistant Governor, Foundation Advocate, Membership Advocate

Support the Rotary Foundation with pledged gifting

Promote attendance at district training opportunities

Have Vision

Go for Gold - Use the Governor’s Gold Club Award as a roadmap to success

Identify two or three things you want to do, then make them happen

Lead with a Story – a good story communicates more and is better remembered

Remember that planning is key, but action is where the service is

It is all about relationships - leverage existing ones and create new ones

You cannot thank people enough. People appreciate being appreciated! Be enthusiastic and enjoy this special opportunity to lead your club!

Save the Dates 2018

Feb 17 or 22 Grants Management Seminars, RCC, Asheboro or Village Inn, Clemmons Mar 15-17 Carolinas PETS, Koury Center, Greensboro April 7 Family of Rotary RUSH Event, Greensboro Grasshoppers May 4 District Training Assembly, GTCC, Jamestown May 10 Paul Harris Society Dinner, Greensboro May 25-27 District Conference, The Resort of Pinehurst, Pinehurst June 18 District Installation, Starmount Country Club, Greensboro June 23-27 Rotary International Convention, Toronto, Ontario, Canada Sept 8 or 13 Fall Training Seminars, RCC, Asheboro or Village Inn, Clemmons NC Jul-Sept District Governor’s Official Club Visits Oct 25 District Golf Tournament Nov 8 Rotary Foundation Banquet

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PETS DISTRICT BREAKOUT AGENDA Friday, March 16 9:30 am – 11:30 am

Welcome, Invocation and Pledge of Allegiance Lloyd Navarro, DG Introduction of District Governor Elect Leadership Team Introductions Claudia Cannady, DGE RI and District Priorities for 2018-2019 Membership Patrick Eakes, PDG

Our Rotary Foundation Larry Lassiter, DRFC End Polio Now Charles Allen, PDG

RUSH Slade Lewis Grants -- District & Global Lloyd Navarro, DG

Paul Harris Society Dave McCoy, PDG District Governor Nominee Address Randy Perkins, DGN

Leadership Jeff Bright

Closing Comments, Adjourn Claudia Cannady, DGE

1:30 pm – 2:30 pm

Introduction – PDG Patrick Eakes Claudia Cannady, DGE

Mandatory Presentation: Your Year of Leadership Patrick Eakes, PDG

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PETS DISTRICT BREAKOUT AGENDA

Saturday, March 17 8:45 am – 9:45 am

Welcome Tommy Rosser, DGND

Rotary Leadership Institute Rick Snider, PDG

Public Image Pam Simpson & Lisa Hazlet

Youth Services Christian Brandyberry

Gold Club Claudia Cannady, DGE District Conference Cindi Hewitt Adjourn

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Claudia Cannady Rotary 7690 District Governor 2018-2019 Although Claudia grew up in many places – Chicago, Michigan, Toronto and Southern California—she considers North Carolina home. She received her Bachelor of Science from High Point University and Master of Arts from University of North Carolina Greensboro. In her early career, she was in marketing and sales promotion with consumer products companies Hanes and Kayser-Roth and then launched, what became, a 30-year career in financial services. Retiring as Senior Vice President at Morgan Stanley Wealth Management in 2017, Claudia now continues a post-retirement and rewarding Rotary journey.

Claudia has been an active community citizen in Greensboro. She has served on the board of directors of Multiple Sclerosis Society of Central North Carolina, Make-A-Wish Central and Western North Carolina, The Music Academy of North Carolina and Bel Canto Company. She is an avid supporter of United Way of Greater Greensboro, Arts Greensboro, Urban Ministry and The Community Foundation of Greater Greensboro. Although Claudia joined Summit Rotary in 1998, she became a Rotarian in 2005 by way of being club International Service chair and District Grants committee member. She was Summit Rotary Club President 2009-2010, District Foundation Advocate 2012-2014 and Assistant District Governor 2014-2016. She passionately supports Our Rotary Foundation and has participated in various international Rotary activities in Haiti, England, India, France, Taiwan, Thailand, Russia and Ethiopia. She believes in “giving to make a difference” to Our Rotary Foundation. She is a Major Donor, Benefactor, member of the Bequest Society and Paul Harris Society and is on her way to join the Arch Klumph Society. Claudia was embraced by her Rotary family when her husband, whom she met at Summit Rotary, passed away in 2015. With a heightened sense of the true meaning and value of Rotary in a deeply personal yet communal way, she is happy to share all things Rotary with fiancé Frank Cheney, architect, avid golfer and father to Catherine and Ben. Claudia likes to hike, read and go to the movies. When not golfing or hiking or traveling, Claudia and Frank are walking their Rotary journey together.

Claudia Cannady

5409 Eastern Shore Dr. Greensboro, NC 27455

(336) 312-2334 (c) (336) 855-0290 (h)

[email protected]

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Randy Perkins Rotary 7690 District Governor 2019-2020 Randy Perkins is a native of Guilford County and graduated from UNC-G with a BS in Biology Education. After teaching two years with the Greensboro Public Schools, he made a career move to Human Resources management with manufacturing companies located mostly in Piedmont, NC. After 25 years in HR management, he resigned his job and started his own staffing firm, Prime Personnel Resources, Inc. located in Burlington, NC. He is married to Reida, a retired school teacher, they have a daughter Auburn and a son Reid who work and live in Greensboro and three grandchildren. The Staff of Prime Personnel Resources have been very active supporting community organizations in and around Alamance County. Randy has served

as Board Chair of United Way of Alamance County, Alamance County Chamber of Commerce, Alamance County Human Resources Association and volunteered on Board positions with many other organizations. Randy continues to promote NC-2-1-1, a NC United Way organization as he travels throughout NC. Randy joined Rotary in 1998, became President in 2001, Assistant District Governor in 2003, and is currently a Foundation Advocate for Area 3. In 2014, Randy and Reida went on an NID to India where, through Rotary, they provided polio vaccine to children in impoverished neighborhoods. Needless to say, this was a life changing experience for both of them. Randy has sponsored over a dozen members into Rotary through the Alamance Breakfast Club and the Rotary Club of Alamance. He is a Major Donor, belongs to the Bequest Society, Benefactor Society and Paul Harris Society. Randy, Reida, Auburn and Reid are Paul Harris Fellows. Randy received the Four Avenues of Service Award in 2002. Reida and Randy received the District Service Award in 2015 and Reida is currently involved in a new club start-up in Mebane, NC. Randy’s hobbies are fishing, woodworking and golf.

Randy Perkins 4024 Limerick Drive

Burlington, NC 27215 336-516-4331 (c) 336-516-4331(o)

[email protected]

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Tommy Rosser Rotary 7690 District Governor 2020-2021 Tommy grew up in Broadway, NC, and is a graduate of NC State University. Following graduation, he relocated to Winston-Salem working in the sales field before moving back to the Sanford area where he managed a grocery store for seven years. In 1987, Tommy made a career change going into the insurance and financial services industry. In 2000, he joined Consolidated Planning as a Financial Planner and is a Registered Investment Advisor. Tommy owns and operates Rosser Financial Group, LLC dba Consolidated Planning of Sanford specializing in individual financial, retirement and estate planning. He is a Certified Exit Planner helping business owners with business succession and

business exit planning. He has earned the designations of Charter Financial Consultant, Certified Exit Planner and Life Underwriter Training Council Fellow. He has been an active supporter of the National Association of Insurance and Financial Advisors for over 25 years. In August of 2000, Tommy joined the Sanford Rotary Club where he served in several positions before serving as President from 2005-2006. Tommy received the honor of Rotarian of the Year of the Sanford Club in 2002 and 2007. He has served as Area 10 TRF Representative and is currently serving as Area 10 Assistant District Governor. While serving as Area 10 Assistant District Governor, Tommy was instrumental in forming the new Pittsboro Rotary Club and new Interact Club in Sanford. He was awarded The Rotary Foundation District Service Award in 2007. Tommy and Glenda were the Rotary International President’s representative host for the 2016 District Conference. He is a Bequest Society Member, Sustaining Member, Paul Harris Society Member and Benefactor. Tommy and his wife, Glenda are both Paul Harris Fellows. He has also served in several non-profit organizations. Tommy has been an active member of Broadway Baptist Church since 1984 where he has served in numerous positions including Deacon. Tommy and Glenda were married in 1980 and have lived in Broadway for the past 35 years. Glenda is a graduate of Campbell University and is Financial Services Supervisor with the City of Sanford. Their son, Justin, is a police officer with the Apex Police Department and is married to Alicia with two step sons. Their daughter, Amber, is a Mortgage Loan Officer and is married to Derek Cameron. Amber is a member of the Sanford Rotary Club and is serving in a District leadership role. Tommy enjoys spending time with his family, going to the beach, fishing and playing golf.

Tommy Rosser

P.O. Box 328 Broadway, NC 27505

919-356-4614 (c) 919-776-8500 (o)

[email protected]

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DISTRICT ORGANIZATION CHART

District Council Chairs of Events & Special Committees District Governor Claudia Cannady 4 Way Test Speech Contest Karen Morris District Governor Elect Randy Perkins A/V Joshua Huffman District Governor Nominee Tommy Rosser C.A.R.T. Gary Everhart Immediate Past Governor Lloyd Navarro District Database Phil Morris, PDG Exec Committee Member Jon Spillman, PDG District Golf Tournament Don Allred, PDG & Patrick Eakes, PDG Rotary Foundation Chair Larry Lassiter, PDG District Newsletter TBD

Executive Secretary TBD District Website Phil Morris, PDG Treasurer Lewis Ritchie PETS Randy Perkins, DGE District Governor Aide Cookie Billings, PDG Photographer Phil Morris, PDG Rotary Int’l. Convention Randy Perkins, DGE Rotary Leadership Institute Rick Snider, PDG Chairs of Rotary Foundation Committees RUSH Jon Spillman, PDG Council of Governors Jon Spillman, PDG DRFC Chair Larry Lasssiter, PDG Rotary Club Central Dave McCoy & Jim Fradenburg Endowment Fund Patrick Eakes, PDG Annual Fund Mike Conrad, PDG Paul Harris Society David McCoy, PDG Chairs of District Committees Major Donors Stuart Fountain, PDG Polio Plus Charles Allen, PDG District Conference 2019 Cindi Hewitt Global Grants Marion Goldwasser District Trainer 18-19 Pam Ray District Grants Lloyd Navarro, IPDG Family of Rotary Larry Lassiter, PDG & Reed LaPlante Duke-UNC Peace Center Lloyd Navarro, IPDG Finance Lewis Ritchie Scholarships & Peace Fellows Don Allred, PDG Membership Patrick Eakes, PDG Vocational Training Team David Guise Nominations Larry Lassiter, PDG Audit & Stewardship Jim Kennedy &

Gigi Renaud Public Image Pam Simpson & Lisa Hazlett

Youth Service Christain Brandyberry Youth Exchange Tanya Feagins Rotaract Parker Cole Interact Jim Fradenburg Child Protection Ken Keller Areas Assistant Governors Foundation Advocates Membership Advocates Area1 Van Lankford Matt Linville Jeff Boyles Area 2 Ken Gamble PDG Carol Summerlin Daniel Zellar Area 3 Joshua Huffman Steven Taylor Micah Fox Area 4 Jim Fradenburg Jorge Vidal Lloyd Barnhardt Area 5 Slade Lewis Ron Wilson David Guise Area 6 Todd Shoemaker Joel Gentry Jack Green Area 7 Wayne Underwood David Williams Stephanie Koefoed Area 8 James Gouty Steve Headlee HR Gallimore Area 9 Carol Haney Philip Bailey Gary McGahey Area 10 David Spivey Mark Zeringue Amber Cameron Area 11 Susie Kelly Lonnie Cathey Greg Brown

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2018-2019 DISTRICT LEADERSHIP

Claudia Cannady

Claudia Cannady – Governor 2018-2019 Summit Rotary Club ‐ Bequest Society ‐ Benefactor ‐ Major Donor ‐ PHS- Paul Harris Society ‐ PHF - Paul Harris Fellow ‐ Past President 2009-10 ‐ RLI - Graduate ‐ Sustaining Member

5409 Eastern Shore Drive Greensboro, NC 27455 [email protected] 336-312-2334 Partner: Frank Cheney

Randy Perkins

Randy Perkins – Governor 2019-2020 Alamance Rotary Club ‐ Bequest Society ‐ Benefactor ‐ Major Donor ‐ PHS- Paul Harris Society ‐ PHF - Paul Harris Fellow ‐ Past President – 2001-2002 ‐ Sustaining Member

4024 Limerick Drive Burlington, NC 27215 [email protected] 336-516-4331 Spouse: Reida

Tommy Rosser

Tommy Rosser – Governor 2020-2021 Sanford Rotary Club ‐ Bequest Society ‐ Benefactor ‐ PHS- Paul Harris Society ‐ PHF - Paul Harris Fellow ‐ Past President – 2005-2006 ‐ Sustaining Member

P.O. Box 328 Broadway, NC 27505

[email protected]

919-356-4614

Spouse: Glenda

Larry Lassiter

Larry Lassiter – DRFC Chair Troy Rotary Club ‐ Benefactor ‐ Double Sustaining Member ‐ Major Donor - PDG – 2015-2016 ‐ PHS- Paul Harris Society ‐ PHF - Paul Harris Fellow ‐ Past President - 2005-2006;

2007-2008 ‐ Sustaining Member

629 E. Main Street Troy, NC 27371

[email protected]

336-953-6021

Spouse: Deloris

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Patrick Eakes

Patrick Eakes – District Membership Chair Crescent Rotary Club ‐ Bequest Society ‐ Benefactor ‐ Double Sustaining Member ‐ Major Donor ‐ Meritorious Service Award ‐ Distinguished Service Award - PDG - 2014-2015 ‐ PHS- Paul Harris Society ‐ PHF - Paul Harris Fellow ‐ Past President – 2001-2002 ‐ Sustaining Member

2012 Fairfax Road Greensboro, NC 27407

[email protected]

336-669-2554

Spouse: Kristen

Jon Spillman

Jon Spillman – PDG / RUSH Chair Guilford Rotary Club ‐ Bequest Society ‐ Benefactor ‐ PHS- Paul Harris Society ‐ PHF - Paul Harris Fellow - PDG – 2016-2017 ‐ Past President – 2008-2009 ‐ Sustaining Member

1202 W. Friendly Ave. Greensboro, NC 27403 [email protected]

336-707-2749

Spouse: Alison

Pam Simpson

Pam Simpson – Public Image Co-Chair Summit Rotary Club ‐ Benefactor ‐ PHS- Paul Harris Society ‐ PHF- Paul Harris Fellow ‐ Sustaining Member

8022 Fogelman Rd. Oak Ridge, NC 27410 [email protected] 336-423-6407 Spouse: Ron

Lisa Hazlett

Lisa Hazlett – Public Image Co-Chair Crescent Rotary Club ‐ PHF- Paul Harris Fellow ‐ Sustaining Member

5900 Bedstone Dr. Greensboro, NC 27455 [email protected] 336-419-4525

Christian Brandyberry

Christian Brandyberry – Youth Services Chair Thomasville Rotary Club -Bequest Society -Benefactor -Paul Harris Society -PHF- Paul Harris Fellow -Past President – 2010-2011 -Sustaining Member

1602 Liberty Dr. Thomasville, NC 27360 [email protected] 336-475-8181

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2017-2018 DISTRICT LEADERSHIP - AREA TEAM LEADERS

Van Lankford

AREA 1 - King, Mount Airy, Surry Sunrise, Yadkin Valley, Yadkinville AG Van Lankford 171 Stonecroft Rd.

Mt. Airy, NC 27030 [email protected] 336-407-1579

FA Matt Linville 228 Lola Lane #214 Pilot Mountain, NC 27041

[email protected] 336-306-2048

MA Jeff Boyles 116 W. Wilson St. Mount Airy, NC 27030


Ken Gamble

AREA 2 - Eden, Madison-Moyadan, Reidsville, Stoneville, Global Trekkers E-Club

AG Ken Gamble 3172 Arrowcrest Place Winston-Salem, NC 27107


FA Carol Summerlin 578 Lakeside Dr. Stoneville, NC 27048


MA Dan Zeller P.O. Box 2839 Reidsville, NC 27323


Joshua Huffman

AREA 3 - Alamance, Alamance Breakfast, Burlington, Graham AG Joshua Huffman 4005 Cleburn Ct.

Haw River, NC 27258 [email protected] 828-302-3286

FA Steven Taylor 102 W. Elm St. Graham, NC 27253


MA Micah Fox 637 Jordan Creek Drive Burlington, NC 27217


Jim Fradenburg

AREA 4 - Clemmons, Kernersville, Reynolda, Stratford, Winston-Salem, Western Forsyth AG Jim Fradenburg WCSR, LLP

One West 4th St Winston-Salem, NC 27101


FA Jorge Vidal 2245-A Lewisville-Clemmons Road,


MA Lloyd Barnhardt 1404 Reynolda Road Winston-Salem, NC 27104


Slade Lewis

AREA 5 - Greensboro Airport, Greensboro, Guilford, Summit AG Slade Lewis 38 Kemp Rd. East

Greensboro, NC [email protected] 336-378-9142

FA Ron Wilson 3303 Madison Avenue Greensboro, NC 27403


MA David Guise 2604 Lawndale Dr. Greensboro, NC 27408


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Todd Shoemaker

AREA 6 - Archdale-Trinity, Furnitureland, High Point, Jamestown AG Todd Shoemaker 3329 Rockingham

Road High Point, NC [email protected]

FA Joel Gentry 212 W. Lexington Ave., Suite 102. High Point, NC 27262


MA Jack Green PO Box 227 High Point, NC 27261


Wayne Underwood

AREA 7 - Hillsdale Sunrise, Lexington, Mocksville, Thomasville AG Wayne Underwood P.O. Box 1428

Thomasville, NC 27361 [email protected] 336-870-2751

FA Karl Milliren

6862 Colonial Club Dr. Thomasville, NC 27360


MA Stephanie Koefoed 220 Cherry Street Mocksville, NC 27028


James Gouty

AREA 8 - Asheboro, Liberty, Midstate, Randolph, Troy AG James Gouty 261 N. Fayetteville

St. Asheboro, NC [email protected] 336-953-0008

FA Steve Headlee 824 Fermer Rd Asheboro, NC 27203


MA H.R. Gallimore 231 S. Fayetteville St. Asheboro, NC 27203


Carol Haney

AREA 9 - Carthage, Pinehurst, Sandhills, Southern Pines AG Carol Haney 113 Pettingill Place

Southern Pines, NC 28387


FA Philip Bailey 68 Dungarvan Lane Pinehurst, NC 28374


MA Gary McGahey 8 Plantation Dr. Southern Pines, NC 28387


Mark Zeringue

AREA 10 - Jonesboro (Sanford), Pittsboro, Sanford, Siler City AG –David Spivey 1625 Briarcliffe Dr.

Sanford, NC 27330 [email protected]

919-770-0708

FA Mark Zeringue 905 North Glenn Ave. Siler City, NC 27344


MA Amber Cameron 207 W. Harrington Ave. Broadway, NC 27505


Susie Kelly

AREA 11 - Crescent, East Greensboro, Gate City, Southern Guilford AG Susie Kelly 1203 Wakefield Dr.

Greensboro, NC 27410 [email protected] 336-508-4186

FA Lonnie Cathey 5413 Dobson Road Greensboro, NC 27410


MA Greg Brown 3308 Wedgewood Pl. Greensboro, NC 27403


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2018 – 2019 GOALS

1. Grow your membership

2. Support OUR Rotary Foundation

3. Participate in RUSH, Rotarians Unite to Stop Hunger

4. Build Public Image

Engage and Retain Members Go to the MAT for Membership (Membership Action Team) Support Rotaract Promote Women in Rotary

Encourage all Rotarians to become Sustaining Members ($100 to Annual Fund)

Increase End Polio Now contributions

Million Dollar Dinner

Support signature service events while engaging RUSH activities

Engage the Family of Rotary in our Service Projects

Strategic Plan People of Action Campaign Social Media

Grow Membership

OUR Rotary Foundation

RUSH #RotaryRUSH

PUBLIC IMAGE

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PRESIDENTIAL PRIORITIES

Plan early and surround yourself with a capable team

Define Rotary as it should exist in your club today

Become familiar with Rotary Website and Resources

www.rotary7690.org www.rotary.org

Become familiar with historical information and goal entry at Rotary Club Central

Continue to support past projects that carry into your year

Plan effective service projects and fundraisers

Support Our Rotary Foundation with member contributions

Establish an effective Public Image and awareness campaign

Never be afraid to delegate – you can’t know or do everything yourself

Collaborate with other clubs for service projects and fellowship opportunities

Utilize your Assistant Governor and other district resources

Promote attendance at district training opportunities

Create a plan for membership growth

Formulate/Review an annual budget and long-range plan

Prepare an effective weekly meeting agenda and program

If it is important, communicate multiple times and in multiple formats – verbal, written, social media

Remember that planning is key, but action is where the service is

You cannot thank people enough. People appreciate being appreciated!

Make Rotary FUN for you and your club

Be enthusiastic and enjoy this special opportunity to lead your club!

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DISTRICT TRAINING and EVENT DATES 2018-2019

2018 February 9 District Leadership Training High Point CC AGs, FAs, & MAs February 17 Grants Management & Pre-PETS(1) Asheboro February 22 Grants Management & Pre-PETS (2) Clemmons February 24 Four-Way Speech Contest GTCC March 15-17 CAROLINAS PETS Koury April 7 Family of Rotary, RUSH Baseball Greensboro Grasshoppers May 4 District Training Assembly GTCC May 10 Paul Harris Society Dinner Proximity Hotel, Greensboro May 25-27 District Conference Resort of Pinehurst June 18 District Installation Banquet Starmount CC September 8 Fall Seminar (1) Asheboro September 13 Fall Seminar (2) Clemmons October 25 District Golf Tournament Greensboro CC November 8 Foundation Banquet Koury

2019 Feb 2019 Million Dollar Dinner TBD April 26-28 District Conference Hyatt Regency, Greenville, SC

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CLUB PRESIDENT’S CALENDAR

ROTARY YEAR 2018-2019

Success leading your Rotary club is determined long before you are sworn in as President. The most difficult part of the process is the six months before installation. Begin the planning process now and you will be better prepared to implement the activities and assignments during that period without being overwhelmed. This is a general outline you can tailor to the practices of your Club and your own goals and objectives. January 2018 (6 months): Vocational Service Month

Meet with your Assistant Governor, President, Foundation and Membership Chairs to review the mid-year progress towards the club’s goals and objectives.

Check club progress on achieving the Gold Club and Presidential Citation. Review with your President the club’s current budget. Work on your draft calendar and Club Goals for your year. Make sure you know how to access and use the District Database and RI’s Rotary Club Central. Register through District Database to attend one of the combined training sessions of Pre-PETS & Grants

Management Training on February 17 OR 22.

February 2018 (5 months): Peace and Conflict Prevention/Resolution Month District Leadership Training (FOR Assistant Governors, Foundation Advocates, & Membership Advocates)

February 9, 2018 at High Point Country Club.

Register & Attend Pre-PETS & Grants Management Training February 17 in Asheboro OR February 22 in Clemmons. (MUST attend one of these sessions for club to be qualified for Grant participation.)

Register for PETS, March 15-17 at the Koury Convention Center in Greensboro. (Must attend PETS and should bring President Nominee as well.) Notify DGE Claudia Cannady if you are unable to attend Carolina’s PETS & then make arrangements to attend an out-of-district PETS session.

March 2018 (4 months): Water and Sanitation Month Attend PETS, March 15-17, at Koury Convention Center in Greensboro.

Meet with your new board to finalize committee assignments, budget, projects, and calendar.

April 2018 (3 months): Maternal and Child Health Month Register through the District Database to attend the District Training Assembly event on May 4 at GTCC in

Jamestown. Ensure club Committee Chairs attend the DTA event as well.

Finalize committee assignments, budget, goals, and calendar with your new board.

Determine your District Grant and/or Global Grant projects for 2018-2019 and ensure application is in process. Ensure final report for previous year’s District Grant (2017-2018) has been submitted to the District Grant Chair.

April 7, Attend Family of Rotary RUSH event, baseball Greensboro Grasshoppers.

Submit Club Memorandum of Understanding (MOU) to District Rotary Foundation Committee Chair (DRFCC) by April 15.

Encourage Paul Harris Society members to attend PHS Dinner May 10.

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May 2018 (2 months): Youth Service Month Attend (with appropriate committee chairs) the District Training Assembly on May 4 at GTCC in Jamestown.

Enter Club Service Goals for 2018-2019 in Rotary Club Central.

Paul Harris Society District Dinner May 10, 2018 Ensure Club Goals for Membership and Foundation are entered in RI’s Rotary Club Central by May 15.

Ensure final report(s) for previous year’s District Grant(s) (2017--2018) have been submitted to the District Grant Chair by the deadline date of May 15.

Ensure all club and member contributions to the Rotary Foundation for the 2017-2018 Rotary year have been submitted by May 15.

Attend District Conference, May 25 - 27, at the Resort of Pinehurst.

Ensure application(s) for District Grant project(s) are submitted to District Grant Chair NO LATER than the deadline date of May 31.

Promote attendance & Register through the District Database to attend the District Officer Installation Banquet on June 18 at Starmount Country Club in Greensboro.

Hold a Club Assembly prior to taking office on July 1. Review Club Goals with your membership and ensure Club Committee Chairs present plans and objectives to the members. Confirm your club’s official visit from the Governor and share with club members to reserve the date. Schedule your quarterly club assemblies and club socials for 2018-2019.

Attend Rotary International Convention June 23-27, 2018 Toronto, Ontario, Canada

June 2018 (1 month): Rotary Fellowships Month Promote, Register & Attend District Officer Installation on June 18 at Starmount Country Club. Encourage club

members to attend as well.

Ensure contributions for the year for each member have been submitted to the RI Foundation. (Should have been submitted for all by May unless a new member has been added in June.)

Hold a Club Officer Installation event to install club officers.

Submit RYLP delegates names to Greensboro Rotary Club.

July 2018: CONGRATULATIONS!! Congratulations you are now President!

Remind club members of the club’s official visit from the Governor.

Submit dues to RI.

Ensure club officers and committee chair positions are entered in the District Database by July 15 and member information is current – this is a critical necessity to promote timely communication to club chairs and officers from RI and the district.

August 2018: Membership and Extension Month Review your club’s recruiting and retention plans and membership history over the past several years. Consider

what strategies you will use to recruit and retain members and keep notes for President Elect. Ensure Foundation, Membership, & Public Image Chairs join you in registering for one of the Fall Seminars to be

held in Asheboro September 8 or September 13 in Clemmons.

Encourage club golfers to enter the District Golf Tournament to be held at Greensboro Country Club, Farm Course on October 25, 2018.

September 2018: Economic and Community Development Month Register and attend with Foundation, Membership, and Public Image Chairs one of the Fall Seminars in Asheboro

September 8 or September 13 in Clemmons. Promote the District Golf Tournament held at Greensboro Country Club, Farm Course Oct. 25, 2018.

If pursuing recognitions, check in with Committee Chairs on Gold Club and Presidential Citation criteria progress.

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October 2018: Economic and Community Development Month Follow-up with Club Nominating Committee to ensure candidates are considered for next year’s officer slate.

Promote registration for the District Foundation Banquet November 8.

Ensure club has a Foundation program planned for at least one meeting in November. District Golf Tournament, Greensboro Country Club, Farm Course Oct. 25, 2018.

November 2018: Rotary Foundation Month Encourage club members and spouses to attend the annual Rotary Foundation Banquet in November 8.

Review club’s foundation report with the club Foundation Chair. Ensure contributions are being submitted to Our Foundation in a timely manner.

Hold a club meeting on a Foundation topic.

Consider early registration and promote the International Convention to be held in Hamburg, Germany in June 2019.

Promote achieving and maintaining the Triple Crown Club status.

Promote club members’ attendance at the District Conference at Hyatt Regency, Greenville, SC, April 26-28, 2019.

December 2018: Disease and Prevention Month Hold elections for officers and board members, with the results reported to RI by December 31, through Rotary

Club Central. Also update District Database with the results of the club elections.

Submit all member and club Foundation funds collected since July to The Foundation by December 31.

Promote club members’ attendance at the District Conference at Hyatt Regency, Greenville, SC, April 26-28, 2019.

If pursuing recognitions, check in with Committee Chairs on Gold Club and Presidential Citation criteria progress.

Ensure Club Youth Services Committee Chair is promoting RYLP applications and the Rotary Four Way Speech Contest

January 2019: Vocational Service Month Review mid-year progress towards the club’s goals and objectives. Continue to monitor club’s progress on achieving the Gold Club and Presidential Citation.

Promote club members’ attendance at the District Conference at Hyatt Regency, Greenville, SC, April 26 – 28. Be first to register!

Ensure President Elect is registered for PETS.

Ensure RI dues are paid.

February 2019: Peace and Conflict Prevention/Resolution Month District Leadership Training (Assistant Governors, Foundation Advocates, & Membership Advocates) as

scheduled.

Ensure PE attends Pre-PETS & Grants Management Training as scheduled. (MUST attend for club to be qualified for Grant participation.)

Ensure President-Elect and President-Nominee register to attend PETS in March at the Koury Convention Center in Greensboro. (PE Must attend PETS and should bring President Nominee as well.) Notify DGE Randy Perkins if PE is unable to attend & arrange for him/her to attend an out-of-district PETS session.

Register to attend the District Conference, April 26-28, at Hyatt Regency, Greenville, SC and promote and encourage registration to club members.

Meet with your board to finalize submission of Gold Club Award and Presidential Citation documentation.

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March 2019: Water and Sanitation Month Ensure Submission of application for Gold Club Award and Presidential Citation by deadline.

Ensure PE & PN attend PETS, in March at Koury Convention Center in Greensboro.

Register to attend the District Conference, April 26-28, at Hyatt Regency Greenville and promote and encourage registration to club members.

Submit all member and club Foundation funds collected since January to The Foundation by March 31.

April 2019: Maternal and Child Health Month Attend District Conference, April 26-28 at Hyatt Regency Greenville, SC.

Ensure new Club Officers Register through the District Database to attend the District Training Assembly event in May.

Ensure final report(s) for previous year’s District Grant(s) (2018-2019) have been submitted to the District Grant Chair.

May 2019: Youth Service Month Ensure new Club Officers Attend the District Training Assembly. Ensure final report(s) for previous year’s District Grant(s) (2018-2019) have been submitted to the District Grant

Chair by the deadline date of May 15.

Ensure application(s) for (2019-2020) District Grant project(s) are submitted to District Grant Chair NO LATER than the deadline date of May 31.

Register through the District Database to attend the District Officer Installation Banquet and encourage others to attend and show support.

Ensure all club and member contributions to the Rotary Foundation for the 2018-2019 Rotary year have been submitted by May 15.

June 2019: Rotary Fellowships Month Attend Rotary International Convention, June 1 -5, Hamburg, Germany.

Attend District Officer Installation and promote & encourage others to attend.

Ensure contributions for the year for each member have been submitted to the RI Foundation. (Should have been submitted for all by May 15 unless a new member has been added in June.)

Ensure that a Club Officer Installation event is held to install new club officers.

SINCERELY THANK YOUR CLUB OFFICERS AND MEMBERS FOR MAKING IT A GREAT YEAR!

Rotary International www.Rotary.org (LOG in to MY Rotary) Rotary District 7690 www.Rotary7690.org (LOG in to District Database DACdb) Carolina’s PETS www.carolinaspets.org

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MEMBERSHIP PLAN 2018-19 Annual Goals for 2018-19

Retain 90% of members of record as of July 1, 2018 Average net gain of 1 member per club = 48 overall for district Increase female membership to 30% (from current 26%) Increase young professionals in all clubs – decrease district’s average age Increase ethnic diversity in all clubs

Project Goals for 2018-19

Increase activity level of our MAT (Membership Action Team) Increase referrals to Rotary Club of Global Trekkers departing members of other clubs Plan and host a new innovative district-wide membership event

Strengthen & Empower District Membership Committee Raise profile of Membership Advocates - Full integration into area leadership team Encourage Membership Advocates to attend monthly Area Presidents’ meetings Feature Membership Committee at District events

Involve AGs in strategies and recognitions for success in membership

Feature membership topic at District Leadership Training Create partnerships with Membership Advocates in area meetings Recognize AGs and Membership Advocates who have successful area membership growth Encourage area-wide membership recruitment events and fellowship/service opportunities

Provide strategies and goals to clubs

Encourage clubs to embrace new initiatives while maintaining core values Assist clubs in their use of social media to reach younger prospective members Continue to promote initiatives that attract and recruit women to Rotary Promote Rotary Leadership Institute as a means of increasing member engagement Include membership achievement goals in Gold Club Award criteria Recognize clubs for membership successes

Increase assistance to club leaders

Provide clubs with five-year membership history (retention, numbers, diversity) Support club and area membership events with DG or delegate attendance Assist clubs in identifying “members at risk” and focusing on methods to engage and retain their members Focus on membership at all training at District events On request, provide MAT to help clubs desiring to improve their energy, community engagement, and

membership development Continue to promote Family of Rotary as a membership strategy

Recognize that members whose families are heavily involved in their clubs are much less likely to leave Rotary

Encourage clubs to choose service activities available to members and their families Hold at least two district wide family-oriented social events Encourage areas to have area wide family-oriented social and service events Plan and promote district conference to be attractive for families

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FOUNDATION GOALS 2018-2019

Communicate the Success of Doing Good in the World!

Annual Fund All clubs are encouraged to reach EREY/Sustaining Club status - $100 per member A net gain of thirty (30) new Paul Harris Society (PHS) members The addition of two new Triple Crown Clubs Five (5) new Major Donors A 10% increase in giving to the Annual Fund from 2017-2018 Rotary Year – as we continue our Second 100

Years of TRF (Our Foundation) All clubs are encouraged to reestablish and maintain true 100% Paul Harris Fellow Club status

Endowment Fund

The addition of one (1) new 100% Benefactor Club Ten (10) new Bequest Society Members Current Triple Crown Clubs re-attain 100% Benefactor status

End Polio Now

All clubs raise funds for End Polio Now – Goal of $50 per member All clubs participate in District Event – World’s Greatest Meal

Grants & Vocational Training Teams (VTT)

Clubs are encouraged to participate in District and Global Grant opportunities Clubs are encouraged to pursue Vocational Training Team (VTT) opportunities

Scholars

District identifies, funds, and monitors the progress of one (1) new Global Scholar District maintains its status as a Peace Builder District All clubs are encouraged to identify a potential Peace Fellow Scholar

Foundation Banquet & Paul Harris Society Appreciation Event

15% of a Club’s membership or at least 12 people (spouses or Alumni of Rotary included) to attend the Foundation Banquet in November 2018

All Paul Harris Society members are highly encouraged to attend the Paul Harris Society Dinner when scheduled.

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END POLIO NOW GOALS – 2018-2019

1. All clubs raise funds for End Polio Now – Goal of $50.00 per member or $1500.00 per club

2. Club Participates in World’s Greatest Meal to Help “End Polio Now”

Participating is as Easy as 1,2,3,4

1) Plan an event – a meal, dinner or virtual meal 2) Fill out the “Before Event” form(www.wgmeal.com) 3) Have your event, enjoy, have fun, take pictures, raise funds and send them

to The Rotary Foundation’s End Polio Now program 4) Fill out the “After Event” form www.wgmeal.com)

The World’s Greatest Meal to End Polio Now events have brought in small amounts of $10 and amounts up to $10,000. The World’s Greatest Meal to End

Polio Now Events have been registered by Interact, Rotaract, and Rotary Clubs, as well as by individual Rotarians and non-Rotarians.

3. Celebrate World Polio Day, on October 24, 2018 by sharing with your community Rotary’s “Count Down

to History – End Polio Now” effort and send in all monies collected on this date to The Rotary Foundation/End Polio Now by October 31, 2018.

99.9% Eradication - We are this Close…… But it is not 100%!

4. Have a “Count Down to History – End Polio Now” program for a club meeting before “World Polio Day”.

Contact District End Polio Now Chair PDG Charles Allen at 336-963-2428 (C) or by email at: [email protected].

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POLICY FOR GRANT FUNDING 2018/2019

Club Eligibility to Apply for District and Global Grant Funds

• All clubs must be qualified to apply for District or Global grant funds (Attend Grants Management Training and properly submit MOU)

• All clubs must submit complete project final reports of previously received grant funds by the established due date (May 15), maintaining established stewardship practices

• All clubs must submit complete district grant applications through the DaCdb Grant module by established due date (May 31)

• All clubs must match a cash contribution to the proposed project, equal to or greater than the allocation amount received from district funds

District Grant Funds Available for Qualified Clubs Based on availability of funds, each Qualified Club will be eligible to apply to receive up to 20% of the amount the club contributed to the Annual Programs Fund three years prior. All clubs will be eligible to receive a minimum of $400 from the District Grant Funds in the 2018-2019 year. After receiving grant applications submitted in the DaCdb Grant module from clubs, the District Grant Committee will review all submissions and recommend funding to the District Governor (DG) and the District Rotary Foundation Committee (DRFC) Chair for final approval and submission to The Rotary Foundation as a Block District Grant. Global Grant Funds Available for Qualified Clubs Global Grant funds are budgeted to allocate funds for Rotary Peace Fellows, Scholars, Vocational Training Teams, as well as funds for Qualified Clubs to apply for club Global Grant projects. To assist the District Foundation Committee in Grant budgeting, clubs anticipating submitting a Global Grant application during the 2018-2019 Rotary Year must submit a proposal (a budget and brief description of the project) in writing to the Global Grants Chair module by established due date (July 15). Late submissions risk non-consideration for 2018-2019 DDF funding. The Global Grant Committee will review all Global Grant project proposals and make recommendations to the District Governor and DRFC Chair. The District Governor along with the DRFC Chair must approve all proposals before application is made online through My Rotary. Clubs must follow all Rotary Foundation Grant requirements to complete application submission for available DDF and Global Grant funds and to receive DG & DRFC Chair final approval. Foundation Giving Clubs are urged to consider the direct connection between clubs’ contributions each year to The Rotary Foundation Annual Fund and the resulting amount of funds (DDF) returned to the District to be applied at the District’s discretion, to District and Global Grants, Scholarships, Vocational Training Teams, emergency projects, as well as PolioPlus fund raising efforts.

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DISTRICT GRANT ALLOCATIONS 2018-2019

Adjusted Allocation is 20% of the total of Club’s Annual Fund (SHARE) contributions three years prior.

Each Rotary Club is allocated minimum amount of

$400.00

Allocation amount is rounded up to nearest dollar amount.

Key Dates: April 15, 2018 – 2018-2019 Memorandum of

Understanding (MOU) to DRFC Chair Larry Lassiter May 15, 2018 – Final Reports for District Grants (2017-

2018) due to District Grants Chair, Lloyd Navaro

May 31, 2018 – 2018-2019 District Grant applications due into DaCdb Grants module

July 15, 2018 – Global Grants Proposal description and

budget to Global Grants Chair, Marion Goldwasser

April 15, 2019 – 2019-2020 MOU to DRFC Chair Larry Lassiter

May 15, 2019 – Final Reports (District Grants 2018-2019) due

CLUBNAME Annual Fund 2015-2016

2018-2019 Adjusted Allocation

Alamance (Burlington) $4,795.00 $959.00

Archdale-Trinity $1,900.00 $400.00

Asheboro $9,452.00 $1,891.00

Burlington $2,200.00 $440.00

Carthage $1,475.00 $400.00

Clemmons $14,922.00 $2,985.00

Crescent (Greensboro) $19,144.13 $3,829.00

East Greensboro $1,600.00 $400.00

Eden $3,575.00 $715.00

Furnitureland $9,820.00 $1,964.00

Gate C ity $27,485.00 $5,497.00

Global Trekkers (E-C lub) $1,010.00 $400.00

Graham $4,500.00 $900.00

Greensboro $29,450.00 $5,890.00

Greensboro Airport $8,700.00 $1,740.00

Guilford (Greensboro) $7,936.96 $1,588.00

High Point $24,005.00 $4,801.00

Hillsdale Sunrise $2,500.00 $500.00

Jamestown $3,720.00 $744.00

Jonesboro (Sanford) $10,327.80 $2,066.00

Kernersville $19,570.00 $3,914.00

King $3,257.00 $652.00

Lexington $4,340.00 $868.00

Liberty $510.00 $400.00

Madison-Mayodan $3,500.00 $700.00

Mebane $0.00 $400.00

Midstate (Asheboro) $14,904.15 $2,981.00

Mocksville $3,400.00 $680.00

Mount Airy $28,523.32 $5,705.00

Pinehurst $3,701.00 $741.00

Pittsboro $0.00 $400.00

Randolph (Asheboro) $15,270.00 $3,054.00

Reidsville $6,500.00 $1,300.00

Reynolda (Winston-Salem) $8,800.00 $1,760.00

Sandhills (Southern Pines) $8,367.50 $1,674.00

Sanford $5,845.00 $1,169.00

Siler C ity $4,605.85 $922.00

Southern Guilford $4,501.00 $901.00

Southern Pines $18,987.92 $3,798.00

Stoneville $3,710.00 $782.00

Stratford (Winston-Salem) $8,595.00 $1,719.00

Summit (Greensboro) $23,210.00 $4,642.00

Surry Sunrise $5,350.00 $1,070.00

Thomasville $13,950.00 $2,790.00

Troy $8,777.00 $1,756.00

Western Forsyth $2,850.00 $570.00

Winston-Salem $15,222.62 $3,045.00

Yadkin Valley $4,400.00 $880.00

Yadkinville $19,792.00 $3,959.00

TOTAL $442,257.25 $91,341.00

District Grant Allocation 2018-2019 (as of: Jan 5, 2018)

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IMPORTANT DATES – DISTRICT GRANTS

April 15 MOU submitted to District Rotary Foundation Committee Chair Larry Lassiter [email protected] May 15 Foundation Goals entered in Rotary Club Central www.rotary.org May 15 Final Grant reports for 2018-19 District Grants submitted to [email protected] May 31 District Grant Applications for 2016-17 must be submitted to [email protected] July 31 To assist the District Foundation Committee in Grant budgeting, clubs anticipating submitting a Global

Grant application during the 2018-2019 Rotary year must submit a budget and brief description of the project to the Global Grants Chair, Marion Goldwasser [email protected]

RESOURCES

Participate in the District Training Opportunities

Review the District Rotary Foundation Booklet and information on the www.rotary7690.org website

Sign In and explore the RI website at www.Rotary.org

Read the “Lead Your Club Rotary Foundation Committee” 2016-19 Edition

Contact District Committee Chairs listed in the District Booklet

Call RI Contact Center 1-866-976-8279 or email [email protected]

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OUR FOUNDATION CLUB RECOGNITIONS

100% Foundation Giving

This banner is awarded to clubs that achieve an average of US $100 and 100 percent participation with every active (dues paying) member contributing some amount to any/all designations including the Annual Fund, PolioPlus Fund, approved global grant, and the Endowment Fund during the Rotary year. This annual banner recognition is awarded at the conclusion of the Rotary year.

100% EREY Sustaining Club

Rotary clubs must achieve a US$100 per capita and every active (dues paying) member of the club must personally contribute $100 or more to the Annual Fund during the Rotary year. This annual banner recognition is awarded at the conclusion of the Rotary year.

100% Paul Harris Society Club

To be awarded to clubs where every active (dues-paying) member has contributed a minimum of US $1,000 outright to the Annual Fund, End Polio Now Fund and/or an approved global grant during a given Rotary year. This annual banner recognition is awarded at the conclusion of the Rotary year.

100% Paul Harris Fellow Club To be eligible, every active (dues-paying) member of the club must be a Paul Harris Fellow at the time banner recognition is requested by your district governor*. This banner recognition is only awarded one-time to a Rotary club but the intent is that the club will keep their membership at 100% Paul Harris Fellows in future Rotary years. *To obtain this recognition:

A club representative must contact the district governor after determining that all current, dues-paying club members are Paul Harris Fellows

The district governor must confirm that all members are Paul Harris Fellows by using the Club Recognition Summary and notify The Rotary Foundation by emailing [email protected]

*The top of the Club Recognition Summary will indicate if the club received the 100% Paul Harris Fellow Club banner along with the date this was achieved. DISTRICT 7690 CLUB RECOGNITION Triple Crown Club Every member of a club is a Sustaining member, a Paul Harris Fellow, and a Benefactor on a single day.

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ROTARY YOUTH EXCHANGE IN DISTRICT 7690

Each year, Rotary Youth Exchange provides about 8,000 young people the opportunity to experience the cultures, problems and accomplishments of people in other countries. Through this Rotary program, students are given the opportunity to grow as individuals while their concept of the world is growing too. Participants return with a broader view of the world and a deeper understanding of themselves. As a result, Rotary's Youth Exchange program becomes a powerful force in the promotion of world understanding and peace. Through Youth Exchange, Rotarians seek to provide the best possible environment for students. The program enjoys the advantages of over 46 years of experience and a network of more that 1.2 million Rotarians around the world. This experience and support system ensures the best possible exchange for participants in the program. Short Term Youth Exchange – Rotary Clubs sponsor Ages 15-18 ½ Several weeks long – family-to-family exchange Doesn’t involve attending high school, but students can tailor their experience to match their interest Can include home stays, tours, and international youth camps Long –term Youth Exchange – Inbound and Outbound Students – Rotary Clubs sponsor Ages 15-18 1/2 One year Involves living with a few host families and attending a local high school Resources: District Website Rotary 7690 Youth Exchange Handbook (RI 746-EN) A Guide for Exchange Students (RI 752-EN) A Guide for Host Families (RI 749-EN) ESSEX web-site www.exchangestudent.org

Contact: District Chair for Youth Exchange Tanya Feagins: [email protected]

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ROTARY DISTRICT 7690 FOUR WAY TEST SPEECH CONTEST

In 2015 our district inaugurated the Four-Way Test speech contest, replacing the Rotary Against Drugs speech contest, which had been held for several years previously. The Four Way Test speech contest was conceived as a means for Rotarians to support students in making positive ethical choices, using as a guideline Rotary’s statement of ethical principles—the Four Way Test. The ideal way to find a contestant is for several students in a school to present their speeches to as large a portion of the student body as possible and for the winner to be chosen from those presentations. The speakers are to address their fellow students, not the adults who will be judging the contest. Winning the school contest and advancing to the District contest is a by-product of the main goal of the contest, which is to expose as many students as possible to positive messages on ethics from their peers. However, not all schools will have a contest, and your club is encouraged to find contestants through other means if necessary. High school speech teachers and Interact sponsors of schools with which you have a relationship are ideal sources of candidates. The date for the District contest for 2019 is February 23. In September Karen Morris, chair of the District Four Way Test Speech Contest, will send updated information to all clubs along with suggested information they can send to schools with which they have a relationship or to other sources of candidates. Information is sent to club presidents, secretaries, executive secretaries, and youth service chairs. If you have a person in your club designated as a contact for the contest who does not hold one of those offices, please send his or her name to Karen at [email protected]. She will add that person’s name to the list of people getting the materials. Clubs may send up to three candidates, representing three different schools, to the District contest. Prizes for the winners are as follows: FIRST: $250; SECOND: $175; THIRD: $125; FOURTH: $100; FIFTH: $100 In addition, the first prize winner will be invited to present his/her speech at the District Conference in the spring. Ideally, clubs should be

contacting schools and looking for candidates in the fall. firming up contests and candidates in the first month of the new year, depending on when the contest will be held.

Please contact Karen Morris ([email protected]) with questions or comments.

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ROTARY YOUTH LEADERSHIP PROGRAM

Greensboro, NC-- 50 high school juniors and seniors from Rotary District 7690 will attend the 37th annual Rotary Youth Leadership Program (RYLP) in July, 2018. The leadership experience, conducted in a joint effort between the Rotary Club of Greensboro and the Center for Creative Leadership (CCL), will be held at Guilford College. RYLP brings world-class leadership training to outstanding high school students from across central North Carolina. The week-long residency provides the same skills provided to business, political, and military leaders by CCL from their 10 international campuses. Included in RYLP are assessment tests, team-building activities, and mentoring by Rotarians. Brandy Plouff, a senior at Roanoke College who has been both a participant and college leader said, “RYLP leadership training included skills I will use to make a difference. The program is a life-changing experience for the next generation of leaders from North Carolina." All Clubs in Rotary District 7690 are invited to sponsor and nominate High School Students from their communities to participate in this outstanding Youth Leadership opportunity. For more details, visit RotaryYouthLeadershipProgram.com

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ORGANIZING A ROTARACT CLUB

Why organize a Rotaract Club

Leadership Development Professional Development Service to Others Future Rotarians

Organizing a Rotaract Club (Rotaract Handbook)

Community or University Based Form a committee of interested Rotarians Meet with Community or University Officials Determine a faculty advisor if University Based Hold an informational Meeting Hold organizational meetings

Elect Officers and Directors Establish dues schedule Determine meeting place and time

Complete Rotaract Club Chartering Checklist Adopt Standard Rotaract Club Constitution Complete Rotaract Club Organization List Have organization list signed by sponsoring club president and district governor. Send list to RI World Headquarters with $50 organization fee.

Hold an Inaugural Chartering Ceremony

Sponsoring club buys club supplies and banner Sponsoring club holds or sponsors chartering banquet and ceremony District governor and university officials are invited to chartering event www.Rotaract.org

District Chair: Parker Cole, [email protected]

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Interact is Rotary International’s service club for young people ages 12 to 18. As one of the most significant and fastest growing programs of Rotary service, Interact has become a worldwide phenomenon. Interact clubs are sponsored by individual Rotary clubs. They are self-governing and self-supporting clubs. Rotarians provide support by attending club meetings, encouraging student governance of the meetings and activities. They invite Interactors to participate in other Rotary sponsored programs such as Youth Leadership Camps, Rotary 4-Way Test Speech Contest and Rotary meetings and socials. Interact clubs are required to complete at least one community service or school project and one international project. Through these efforts, Interactors develop a network of local and international friendships and learn the importance of developing leadership skills. They demonstrate personal integrity and respect for others, understanding the value of individual responsibility and hard work. They experience the rewards of international understanding. Each club is encouraged to set up a Facebook page and Facebook group. There is a video on the District website under New Generations, Interact/Interact Resources/Interact Clubs and Facebook http://www.rotary7690.org/7690NEW-GENERATIONSINTERACT.shtm#facebookInteract. The District website also includes a listing of all Interact clubs and their Facebook page as well as a link for Interact to access Rotary International’s information on Interact. There is a link to update the contact information required annually by RI and to read the Interact Handbook or Interact Brochure. Our District website has a wealth of resources on Interact. An annual Leadership Conference is held in the fall for training both Interactors/ Rotaractors/ School Advisors and Rotary advisors. Each club is encouraged to send Interacts, their advisors and the Rotarian advisor to the Leadership Conference. The Rotary club should budget funds to pay for the registration fees to attend the conference and other District activities. Starting an Interact Club is easy and rewarding. Though the Interact Handbook provides detailed directions, highlights include (1) determining your club's interest and selecting a Rotary advisor(s). (2)The next key step is to usually to visit a school's Principal or Assistant Principal in charge of clubs to see if a new Interact Club is possible. (Sometimes Rotarians know students who are interested and both Rotarian and students visit the school together.) Present all the great Rotary goals and benefits for young people. (3) Work with the school to find a school advisor. (Students often help.) (4) Interact Clubs need 15 members to receive a charter, though you might need to begin your club with fewer members. (5) The sponsoring Rotary Club works with the school advisor, using the structure described in the Interact Handbook, to immediately involve members in service projects of their interest. Most of all have fun. (6) The sponsoring Rotary Club will plan a charter ceremony when there are 15 active members. Remember that there are many resources to help you establish your Interact Club and that your District Interact Chairs are also ready to help. District Chair: Jim Fradenburg, [email protected].

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ROTARY LEADERSHIP INSTITUTE (RLI) The mission of our Rotary Leadership Institute (RLI) is to transform Rotary Club members into Rotarians and to help you “find your passion in Rotary”. Rotary provides opportunities for all of us to provide service to our community and throughout the world. With that service comes learning experiences in the areas of leadership, team building, planning, marketing, communication and organization. RLI provides excellent opportunities to enrich that learning experience through sharing ideas with other Rotarians throughout our district and the region. All of our members are leaders, but not all of our members translate their skills into effective club leadership positions. Having leadership skills does not in itself insure good Rotary Club leadership. An effective Rotary Club leader must also have Rotary knowledge, including perspective on Rotary’s history, where we are now, and a vision of what Rotary can be in our community and the world. Rotary Leadership Institute has also proven to be a good membership retention tool for our clubs. Since 2008, less than 50% of Rotary members who have joined Rotary are still in Rotary today. During that same period, over 75% of Rotary club members who attended at least 1 RLI session are still Rotarians. How would your club membership look today if you had 50% greater membership simply by retaining your members? The majority of RLI participants have been in Rotary less than 5 years, so RLI also attracts younger members and fosters new and innovative ideas on club leadership. Knowledge is power, and as we increase our knowledge of Rotary, we increase the retention rate of Rotarians in our clubs. As we retain our members our membership roles increase and RLI can help us retain members and transform our Rotary Club members into Rotarians. Our Zone 33 Rotary Leadership Institute conducts over 25 events each year in the states of Delaware, Maryland, North Carolina, South Carolina, Tennessee, Virginia, West Virginia, and The District of Columbia. The program consists of three separate sessions Part I; Part II; and Part III. Attendees progress through the three parts on separate days and complete the program at their own pace. Each session is highly interactive and provides lots of opportunity for participants to share their experience and ideas. The sessions are led by Rotary leaders who have been trained in the facilitation techniques that maximize our learning experiences. Our next RLI event is scheduled for April 20, 2018 at Davidson County Community College in Thomasville, NC. And we will have a RLI event on May 24, 2018 in conjunction with our 2018 District Conference in Pinehurst. For more information go to www.RLI33.org, or contact District 7690 RLI Committee Chair Rick Snider at [email protected] (336-250-9573).

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GOLD CLUB 2018-2019

Read Gold Club Award and RI Presidential Citation Documents received at PETS. TIP: If your club wishes to earn these prestigious recognitions, assign a responsible club member to facilitate and coordinate planning to achieve the criteria. Assign responsibility for each category to the club chair in his/her area, Foundation, Membership, Fellowship, Public Image, Leadership, Service, or Youth. Receive reports at each Club Board meeting on progress in categories. Use the online tracking site on DaCdb (district website) to track progress and document accomplishments. Remind club members these are club recognitions!

GOLD CLUB-RELATED EVENT DATES & DATABASE REMINDERS ON PAGE 36

• Appoint the Club Membership Chair to present club membership plan, goals, & history at the DG official

club visit, and report Club Membership Chair to Phil Morris by July 15, 2018 • Enter Membership Goals in Rotary Club Central by May 15, 2018 • Increase club membership by at least net 1 by April 1, 2019 (Calculation of club growth runs from 4/1/18 to

4/1/19) or substantially assist in establishing a new club or satellite club. • Enter Membership goals in Rotary Club Central by May 15, 2018. • Club Membership Chair or committee member attends Membership Summit held at Fall Seminar, 2018 • Celebrate Rotary Family Month in December 2018 by showing a commitment to Family through projects, activities,

and/or events • Achieve a net gain in female membership • Sponsor a club or area-wide social gathering of young professionals (under forty) to introduce them to Rotary and

meet other Rotarians (counts as 2 electives) • Hold a club meeting on membership retention/recruitment by October 31, 2018 • Conduct a membership satisfaction survey (engagement assessment), share results with members, and implement

changes to improve membership retention rate • Conduct new member orientations and actively engage new members in the life of the club • Encourage member engagement by ensuring that all members have a specific role in leadership or serve on a

committee, on a subcommittee or in a club project *** If a club grows its membership by 10% or more (must be at least net two members) between 4/1/18 and 4/1/19, Gold Club elective criteria for Membership are met

• President Elect and at least one other club member attend Grants Management Training in Asheboro, Feb. 17, 2018 or Clemmons Feb. 22, 2018.

• Appoint the Club Rotary Foundation Chair to present plans and goals at the DG official club visit and report Club Foundation Chair to Phil Morris by July 15, 2018.

• Enter Rotary Foundation goals in Rotary Club Central by May 15, 2018. • Appoint Club End Polio Now Chair and ensure the chair name is reported to Phil Morris by July 15, 2018. • Arrange for a Rotary Foundation club program by November 30, 2018. • Club Foundation Chair or committee member attends the RI Foundation Breakout session at Fall Seminars

in September 2018. • At least one club member attends the November 2018 Rotary Foundation Banquet. • Club adds a new Paul Harris Society member. • Club adds three new PHS members by April 1, 2019 (counts for two electives).

ROTARY FOUNDATION

GUIDELINES TO ACHIEVE GOLD CLUB: In each category, all items in bold blue are mandatory In each category number of electives are based on membership as of 4/1/18. Less than 25 members requires 2 electives 25-69 members requires 3 electives Over 70 members requires 4 electives

MEMBERSHIP

34

• Club Participates in World’s Greatest Meal to raise funds to END POLIO NOW the week of October 22nd • Achieve 100% Sustaining status for 2018-19 • Have at least the lesser of 15% of club membership or 12 people attend November 2018 Rotary Foundation

Banquet (number may include members and guests) • Club becomes a new Triple Crown Club or restores the status by April 1, 2019 • Club adds new Bequest Society member by April 1, 2019 • Nominate a Rotary Peace Fellow candidate in 2019 *** If a club averages at least $250 per member of giving to Our Rotary Foundation (Annual Fund plus End Polio Now) the Gold Club elective criteria for the Rotary Foundation are met.

• Enter 2019-20 President, 2020-21 President and 2019-20 Secretary, in Rotary Club Central by 12/31, 2018.

Report President 2019-20, President 2020-21, and Secretary 2019-20 to Phil Morris by 12/31, 2018. • Club President 2019-2020 attends Carolinas’ PETS, March 2019 (attendance at any PETS is acceptable) • At least two club leaders, including the President 2018-19, attend District Training Assembly May 4, 2018. • Club President 2018-19 and/or President 2019-20 visit at least two other clubs’ meetings between July 1,

2018 and December 31, 2018. • Club President 2018-19 or President 2019-20 attends monthly area meetings held by Assistant Governor. • Promote Rotary Leadership Institute and send at least two members to an RLI event during 2018-2019 • At least one club member serves on a district-wide committee during 2018-2019 • President-Elect and President-Nominee both attend PETS in March 2019 • Schedule at least four effective club assemblies during the year • Hold regular effective Club Board meetings and update club members on actions • At least 4 club members attend District Training Assembly on May 4, 2018 • Adopt a Strategic Plan for the club or monitor/update existing club Strategic Plan

• Appoint the Club Conference Chair to present plans to promote District Conference and the International

Convention at the DG official club visit and report Club Conference Chair to Phil Morris by July 15, 2018. • Have at least 80% of club officers’ and committee chairs’ pictures in the District Database by July 15, 2018. • Verify District Database information on all club members (contact info & club position) by 12/ 31, 2018. • At least one club member registers and attends the District Officer Installation June 18, 2018. • At least one club member registers and attends the 2019 District Conference. • At least the lesser of 15% of club members or 12 people register to attend the 2019 District Conference (numbers

may include members, guests, Rotaract & Interact members affiliated with the club) (counts for two electives) • Hold quarterly club fellowship events. Include Family of Rotary at one or more events • At least one club member plays in the October 20, 2018 District Golf Tournament • Club Members attend an area-wide social event for Rotarians and their families, children, grandchildren, etc. • Sponsor a House of Friendship presentation for the 2019 District Conference or provide a monetary or in-kind

sponsorship for the 2019 District Conference

• Appoint the Club Service Chair to present plans & goals at the DG official club visit and report Club

Service Chair to Phil Morris by July 15, 2018. • Set Annual Service Goals in Rotary Club Central no later than July 31, 2018. • Prepare a short summary of the club’s favorite service project or fundraising event during 2018-19 and

submit the report to the Assistant Governor by March 1, 2019. • Support District-wide, Rotarians Unite to Stop Hunger (RUSH) initiative (counts as two electives) • Arrange for a Club Program on CART by April 1, 2019 • Conduct a club service project with the active participation of multiple members’ families • Participate in a new project that club has not done before • Invite prospective members to participate in a club service project • Submit pictures of club service projects to Assistant Governor to share at District Conference • Give a short quarterly report to your Assistant Governor describing club service events during each quarter

ROTARY FOUNDATION continued

LEADERSHIP

FELLOWSHIP and CONFERENCES

SERVICE

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• Appoint the Club Public Image Chair to present plans to promote Rotary to members and the community at

the DG official club visit, invite chair to attend regular club Board meetings, and report Club Public Image Chair to Phil Morris by July 15, 2018.

• Publicize in traditional local media (newspaper, radio, TV) and/or social media a Rotary recruitment event by February 2019.

• Update club website and social media and or brochures using Rotary’s visual identity guidelines (visit the Brand Center at www.rotary.org/brandcenter).

• Publish a newsletter at least monthly (include AG & DG in standard distribution list) • Create or maintain a club website • Create or maintain a Club Facebook page. Post at least weekly to the page • Arrange for a District Public Image program to be held at your club by April 1 • Publicize a club service project in traditional or social media • Publicize membership recruitment in traditional or social media • Between July 1, 2018 and March 1, 2019, submit pictures and articles for possible publication in The Piedmont

Rotarian at least once • Go to www.rotary.org (Rotary Showcase) to publicize your club’s activities • Participate in a local parade or community event publicizing Rotary service projects

• Appoint the Youth Service Chair to report plans & goals at the DG official club visit and report Club

Youth Service Chair to Phil Morris by July 15, 2018. • Sponsor a Four Way Test speaker at the annual district competition in February 2019 • Club members regularly mentor/tutor in a local school • Sponsor educational scholarship program for local student(s) • Sponsor an Outbound Youth Exchange Student candidate who applies by deadline date • Recruit three families to host an Inbound Exchange student for 2018-19 or 2019-20 (counts for 2 elective points,

name families) • Nominate and support a student for RYLP in summer of 2018 and/or summer of 2019 • Sponsor an Interact club, describe activities of the club and report membership numbers to District Interact Chair.

Update District Database by July 15 to indicate Rotary Club Interact Contact. Document at least two activities/ projects where Interact Club Members participated with Rotary Club members during 2018-2019

• Sponsor a Rotaract club, describe activities of the club and report membership numbers to District Rotaract Chair. Update District Database by July 15 to indicate Rotary Club Rotaract Contact. Document at least two activities/ projects where Rotaract Club Members participated with Rotary Club members during 2018-2019

PUBLIC IMAGE

YOUTH SERVICE

IMPORTANT NOTES: • An Excel spreadsheet is available to track your club accomplishments. Refer to the District

website, www.Rotary7690.org • To apply for the Gold Club Recognition, Club must submit the completed Gold Club Spreadsheet

to Assistant Governor by April 1, 2019

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GOLD CLUB REFERENCE - DISTRICT EVENT DATES & DATABASE REMINDERS Mandatory items in BOLD BLUE 2018 • May 4 Club is represented by at least two club leaders at District

Training Assembly (President-18-19 and one more) • May 15 Enter Goals for Membership & Rotary Foundation in Rotary

Club Central • June 18 At least one club member attends District Officers’ Installation • July 15 Report committee chair positions to Phil Morris (ask Phil Morris

for assistance) • July 15 80% of club officers and chairs have picture on District Database • July 31 Record Service Goals in Rotary Club Central • September 8 or 13 Membership Chair or Committee Member Attends Membership

Summit at Fall Seminars • September 8 or 13 Foundation Chair or Committee member attends the RI

Foundation Breakout at Fall Seminars • October 31 Club holds meeting on membership retention/recruitment by this date • November At least one club member attends Rotary Foundation Banquet • November 30 Club holds program on Rotary Foundation by this date • December 31 Verify District Database information on all club members is

accurate • December 31 Report President (2019-20) President (2020-21) and Secretary-

2019-20 to Phil Morris • December 31 Enter President 2019-20 President 2020-21 and Secretary 2019-

20 in RI Rotary Club Central • December 31 Club President 2018-19 and/or President 2019-20 visit two other

clubs’ meetings • December 31 Celebrate Rotary Family Month by showing a commitment to Family

through projects & activities 2019

• March 1 Club registers at least one club member for 2019 District Conference

• March 1 Club submits summary of club’s favorite service project to Assistant Governor

• March 1 Club submits articles and pictures to The Piedmont Rotarian by this date

• March 15 50% of club members attend one fellowship event by this date • April 1 Club electronically submits Gold Club Application to Assistant

Governor • April 1 Club accomplishes increase in net membership of at least 1 • April 1 Club holds a CART program by this date • April 1 Club achieves a net gain in female membership • April 1 Club retain 90% of members of record as of April 1, 2019 • April 1 Club has another Rotary Foundation & Public Image program • April 1 Club adds at least three new Paul Harris Society members • April 1 Club reaches or restores Triple Crown status • April 1 Club adds at least one new Bequest Society member • May 1 Club achieves 100 % Sustaining Club and/or 100% Foundation Giving status • June 1 Club achieves TRF goals for the year

DISTRICT DATABASE ENTRIES **Since ongoing revisions to the District & Club Database (DaCdb) have been the cause of confusion in entering these officers in the past, clubs are requested to send Phil Morris the officer names and allow him to up-date the District Database. On or about December 1, 2018, Phil will send out a request to club presidents for the names of the following officers. Phil will enter these officers for you:

Your president elect (to serve as president in 2019-20) Your president nominee (to serve as president in 2020-21) Your secretary elect (to serve as secretary in 2019-20)

Phil will also help you enter club officers that need to be entered by July 15, 2018: Club membership chair Club youth services chair Club public image chair Club service chair Club Rotary Foundation chair Club polio plus chair Club District Conference coordinator Family of Rotary chair (the Gold Club lists this as Fellowship) Rotaract Club contact (can be Club Youth Services chair if you do not have Rotaract contact) Interact Club contact (can be Club Youth Services chair if you do not have Interact chair)

DATES FOR DISTRICT AND INTERNATIONAL EVENTS March 15 - 17, 2018 Carolinas’ PETS

May 4, 2016 District Training Assembly

May 25 – 27, 2018 District Conference - Pinehurst

June 18, 2018 District Officer Installation

June 23 –27, 2018 Rotary International Convention in Toronto

September 8 &13, 2018 Membership and Foundation Fall Seminars

October 25, 2018 District Golf Tournament

October 22-26, 2018 END POLIO NOW – World’s Greatest Meal

November 8, 2018 Rotary Foundation Banquet November 27, 2018 Giving Tuesday

February, 2019 Million Dollar Dinner

April 26- 28, 2019 District Conference at Hyatt Regency, Greenville, SC

DATABASE UPDATE REMINDERS

ROTARY CLUB CENTRAL REQUIRED

DATABASE ENTRIES:

May 15, 2018 Enter 2018-19 Membership and Foundation Goals

July 31,2018 Enter 2018-19 Service Goals

December 31, 2018 President (2019-20) President (2020-21) Secretary (2019-20)

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2018-19 DISTRICT GOVERNOR VISIT SCHEDULE

DATE DAY CLUB PRES/SEC MTG CLUB MTG 7/9/2018 Monday Reidsville 11:00 AM 12 noon

7/10/2018 Tuesday Madison/Mayodan 11:00 AM 12 noon 7/11/2018 Wednesday Mid-State 8:00 AM 7:00 AM 7/11/2018 Wednesday Randolph 11:00 AM 12 noon 7/12/2018 Thursday Stoneville 5:00 PM 6:00 PM 7/16/2018 Monday Burlington 4:45 PM 5:45 PM 7/17/2018 Tuesday Asheboro 11:00 AM 12 noon 7/18/2018 Wednesday Thomasville 11:05 AM 12:05 PM 7/19/2018 Thursday Graham 11:30 AM 12:30 PM 7/19/2018 Thursday Liberty 5:30 PM 6:30 PM 7/24/2018 Tuesday Eden 11:15 AM 12:15 PM 7/25/2018 Wednesday Pittsboro 11:00 AM 12:00 Noon 7/26/2018 Thursday King 8:00 AM 7:00 AM 7/30/2018 Monday Furnitureland 11:00 AM 12 noon 7/31/2018 Tuesday Guilford 11:30 AM 12:30 PM

8/2/2018 Thursday Stratford 11:30 AM 12:30 PM 8/7/2018 Tuesday Mount Airy 11:10 AM 12:10 PM 8/8/2018 Wednesday Surry Sunrise 8:30 AM 7:30 AM

8/10/2018 Friday Reynolda 11:30 AM 12:30 PM 8/14/2018 Tuesday Mocksville 11:00 AM 12 noon 8/14/2018 Tuesday Yadkinville 8:30 AM 7:30 AM 8/15/2018 Wednesday Yadkin Valley 8:45 AM 7:45 AM 8/16/2018 Thursday High Point 11:00 AM 12 Noon 8/21/2018 Tuesday Jamestown 5:00 PM 6:00 PM 8/21/2018 Tuesday Winston Salem 11:30 AM 12:30 PM 8/22/2018 Wednesday Greensboro 11:30 AM 12:30 PM 8/23/2018 Thursday Hillsdale Sunrise 8:00 AM 7:00 AM 8/27/2018 Monday Crescent 11:30 AM 12:30 PM 8/28/2018 Tuesday S. G. New Generation 5:30 PM 6:30 PM 8/28/2018 Tuesday Lexington 11:15 AM 12:15 AM 8/29/2018 Wednesday Clemmons 8:00 AM 7:00 AM 8/31/2018 Friday Southern Pines 11:00 AM 12 noon

9/4/2018 Tuesday Western Forsyth 11:30 AM 12:30 PM 9/5/2018 Wednesday Kernersville 8:00 AM 7:00 AM 9/6/2018 Thursday Gate City 8:00 AM 7:00 AM

9/10/2018 Monday Siler City 11:05 AM 12:05 PM 9/11/2018 Tuesday Sanford 11:00 AM 12 noon 9/12/2018 Wednesday East Greensboro 8:30 AM 7:30 AM 9/13/2018 Thursday Jonesboro 11:00 AM 12 noon 9/18/2018 Tuesday Pinehurst 11:00 AM 12 noon 9/19/2018 Wednesday Sandhills 8:00 AM 7:00 AM 9/20/2018 Thursday Carthage 11:00 AM 12 noon 9/20/2018 Thursday Troy 5:30 PM 6:30 PM 9/25/2018 Tuesday Greensboro Airport 8:00 AM 7:00 AM 9/26/2018 Wednesday Global Trekkers

7:00 PM

9/28/2018 Friday Summit 11:00 AM 12:30 PM

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CLUB BRAG SHEET 1. President’s Brag Sheet should be emailed no later than one week before your club’s official visit to

[email protected], however, anytime sooner is encouraged. 2. Help District Governor Claudia both praise and challenge your Rotary Club during her official visit. Please try to be as

specific as possible. Name of Rotary Club:

Name of Club President:

LIST THREE THINGS TO PRAISE MY CLUB FOR DOING WELL

LIST THREE THINGS TO CHALLENGE MY CLUB TO DO

OTHER THINGS TO KNOW ABOUT ME, MY CLUB, OR ITS MEMBERS

PLEASE SUGGEST A MEMBER YOU CONSIDER AN “INSPIRATION” This “BE THE INSPIRATION” recognition celebrates a member who goes out of way to inspire better relationship

building and significant contributions of impact through their values, passion, and/or actions either within your Rotary Club or between your Rotary Club and your local community.

Name of Member: Please describe why your member is An Inspiration to your Rotary Club:

PLEASE CHECK ALL THE FOLLOWING THAT APPLY TO MY ROTARY CLUB:

My Club has a written Strategic Plan

My Club uses the District Gold Club as a planning tool

My Club plans to participate in a RUSH Activity

My Club has a President Elect & Nominee designated

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District Conference 2019 Friday, April 26 thru Sunday, April 28

The Hyatt Regency Greenville, SC