PETS Manual

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PRESIDENTS & SECRETARIES MANUAL 2023-24 Rtn.T.R.VIJAYKUMAR District Governor (2023-24) R I DISTRICT 3201 PDG Rtn. Dr. PATHY A.V District Trainer (2023-24) GORDON R. MCINALLY RI President 2023-2024

THE ROTARY FOUR WAY TEST

One of the most widely printed and quoted statement of business ethics in the world is the Rotary “4 –Way Test” This was adopted in the year 1943 and has been translated into more than 100 languages and published in thousands of ways.

The message well known and followed by Rotarians.

Of the things we think, say or do:

4

Will it be BENEFICIAL to all concerned?

1

Is it the TRUTH?

2

Is it FAIR to all concerned? 4

Will it build GOODWILL & BETTER FRIENDSHIP?

PRAYER

O God! Creator of all things

Father of Mankind

We thank Thee for inspiring our Founder With the principles of Rotary

Based on high ideals of Morality

We implore Thee to help us, Rotarians

To imbibe deeply the true Rotary spirit, And to labour incessantly, for the Establishment of peace and goodwill

Among all people –

For the elimination of all bars of Colour, creed and clime, For the removal of economic and social barriers

And for the proper understanding of sanctity

Of human personality

And the dignity of labourSo that all individuals, All families and all nations May live in amity and fellowship

And unite around Thy Holy Feet

And hail Thee as thou really art

Our One –True – Eternal –

And all loving Father

CONTENTS S. NO. CHAPTER PAGE NO. Rotary Vision Statement 1 District Governor & First Lady With RI President ........................................................................... 1 2 Object of Rotary & 4 Way Test 2 3 Rotary Prayer 3 4 Manual Index .............................................................................................................................. 4 & 5 5 District Secretariat & Bank Details 6 6 Rotary International South Asia Office ( RISAO) 7 7 Rotary Dues & Rotary News Trust .................................................................................................... 8 8 District Governor's Mission 9 11 District Governor's Profile 12 12 District Governor’s Family Photo 13 13 Rtn Jose Chacko District Governor 2020-21 Message 14 14 PDG Rtn Dr A V Pathy District Trainer Message 15 15 PETS Chairmen & PETS Manual Editorial Team 16 16 D i s t r i c t G o v e r n o r ’ s M e s s a g e 1 7 18 Rotary International Theme 2021-2022 Logo & Color Coding ................................................... 19 24 District Priority 2021 2022 29 25 District Governor's Citation 2021-2022 34 26 System of Procedure ( SOP ) for Clubs .......................................................................................... 38 28 Strategic Planning & Guide 47 29 RI Awards & Time Line 55 44 Rotary Community Corps - RCC 85 45 Club President - Roles & Responsibilities 87 47 Club Secretary - Roles & Responsibilities 96 48 Club Treasurer - Roles & Responsibilities 101 49 Model Club Budget 102 50 Club Committees Setup Map - Roles & Responsibilities ......................................................... 103 51 Club Health Checkup 107 52 Sergeant At Arms / Meeting Cancellation / Meeting Planner 118 53 Model Weekly Meeting Agenda ................................................................................................. 119 54 District Governor's Official Visit Checklist ( GOV ) 120 55 Club Assemblies 121 56 Model Club Installation Agenda 122 58 Rotary & Classifications 124 59 Rotary Protocol & Decorum 125 60 Manual of Procedure ( MOP ) & RCP Our Laws 126 61 Club Inventory Responsibilities 127 64 Outstanding Club Dues ................................................................................................................ 130

THE DISTRICT SECRETARIAT

SECRETARIAT TEAM

DISTRICT BANK ACCOUNT

Rotary International District 3201 “Sri Vaikuntham”, 16, Vinayakar Koil Street, Krishnasamy Nagar, Coimbatore - 641045. Contact : 96555 53201 | Mail : dgoffice3201@gmail.com | Website : www.rotarydistrict3201.com Mobile App : Rotary 3201
98422 33145 90470 17005 98947 14444 Rtn. Pragash Angapan Coimbatore Midtown District Secretary Publications 94426 11525 rotaryangapan@gmail.com Rtn. Amrish Parikh Coimbatore Spectrum District Secretary Governor’s Official Visits 93448 23104 amrish64@ymail.com Rtn. T.Manivanan Coimbatore Midtown District Secretary Club Reports 995241 8118 mani@sudarshanfluidtech.com Rtn. Sathyamoorthy.V.S Coimbatore Midtown District Secretary Club Support Services 73392 22026 vssathyamoorthy@yahoo co.in Rtn. Vivek Kanagaraj Coimbatore Manchester District Secretary Information Technology 99944 72344 vivek@warblerit.com Rtn. Suresh Lund Coimbatore Texcity EditorGML 94420 10021 editorlund@gmail.com Ms R. Karthika Executive Secretary Secretariat 96555 53201 dgoffice3201@gmail.com NAME DESIGNATION MOBILE E-MAIL ID Rtn. M.Murugan Coimbatore Galaxy Rtn. Senthil Rajagopal.R Coimbatore Manchester Rtn. Thiagarajan .C.T Coimbatore Midtown District General Secretary District Treasurer District Secretary Coordination murugancoimbatore@gmail.com rsrg24@yahoo com cttrajan69@gmail.com
Bank Name : SOUTH INDIAN BANK, R S PURAM, COIMBATORE Account Name : Rotary District 3201 FUND 2021-2022 Account Number : 0310073000000917 IFSC CODE : SIBL0000310 PAN Number : AAGAR8013D GST Number : 33AAGAR8013D1ZV

DISTRICT GOVERNOR’S PROFILE

Rtn.T.R.VIJAYKUMAR

District Governor (2023-24), R.I.DISTRICT 3201

Dear friends in Rotary, we have with us today a Rotarian who stands tall amongst Rotarians, a Rotarian to emulate and a business professional to look up to, A man of few wordand a believer in action. A Rotarian with a clear vision and the will and commitment to make his visionreality.

Rtn.MD T.R.Vijaykumar is a second generation Rotarian,the illustrious son of an even more Illustrious father, namely Rtn.T.R.Raghavan and his gracious wife RtneYamuna Raghavan.

He is a graduate in electrical Engineering from the National Institute of Engineering.

Rtn.T.R.Vijaykumar is happily married to Rtne Asha. She has been an Inner wheel Club member for over three decades and is a past president.

His elder son Ravi Krishnan is a Business Graduate from Western Michigan University & a PG in Business Analytics and Intelligence, from IIM – Bangalore, and a member of Trichur Round Table

His father Rtn.T.R.Raghavan who was a member of the Rotary Club of Trichur, was the guiding light and inspiration that led to Rtn.T.R.Vijaykumar joining the Rotary Club of Trichur in 1987

His younger son Rtn Raj Krishnan joined the Rotary Club of Trichur thereby carrying the Rotary legacy of the family into the third generation. Rtn.Raj Krishnan is a Business graduate from western Michigan university and a Post graduate from the University of Edinburgh.

Let us now take a brief look at his professional life

Rtn.T.R.Vijaykumar’s father, the illustrious Rtn.T.R.Raghavan, was a pioneering businessman and a business icon of Thrissur, who established the Elite group of companies which now has diversified interests spread over a wide range of businesses ranging from supermarkets, distilleries, packaged foods, flour mills, bakery products, textiles and pharmaceuticals.

He cut his teeth in the family business, soon after graduating under the watchful eye of his father. He rapidly earned his father’s confidence which led to more responsibilities on his plate in the family businesses.

Rtn.T.R.Vijaykumar now stands at the helm of the Elite group of companies as it’s Managing Director.

And now a peep into his Rotary career :

He joined the Rotary Club of Trichur in 1987 and rose up through the ranks over the years, culminating in the president-ship of the Rotary Club of Trichur in the Rotary year 1996-97

He spearheaded the chartering ofRotary Club of Trichur central along with some Rotarians from the Rotary Club of Trichur and some Rotaractors of the Rotaract Club of Trichur

In 1997

Moving up the Rotary ladder in the District, he went on to become Assistant Governor in 2015-16 and a District Director in 2018-19

Organizing and chairing District events came naturally to him. Consequently , he chaired several District events and seminars, of which noteworthy are the District assemblies in 2001-02 and in 2020-21.

Setting his eye on the international Rotary arena, he attended two international conventions – in 2018 at Toronto and in 2019 at Hamburg and was a member of the Rotary Family Exchange Program to North Carolina in 2015-16.

Ever the committed Rotarian, with a flair for executing large community service projects, he chaired two global grants–“ASHA KIRAN” - A Flood Relief Low Cost Shelter project which Constructed a total of 34 Low Cost Shelters at a cost of 2.10 crores between 2020 and 2022. AND “NECTAR OF LIFE – Thrissur” – a Human Milk Bank Project – The first in the State of Kerala at a cost of 23.5 Lakhs.

Since Rotary has always been an integral part of his life, Rtn.T.R.Vijaykumar has found it a relatively simple matter to maintain 100% attendance throughout his Rotary career.

He is a Paul Harris Society member, a Second level Major Donor and a Benefactor.

Let us take a brief glance at his other activities aside from Rotary and his businesses.

Social activities :-

He is a Past President of Tennis Trust – Thrissur and Past Secretary of the Regency Club, Thrissur He is also the Chairman – Sree Narayana Old age Home

Charitable activities :-

He is the Chairman of T.R.Educational & Charitable Trust.which is Engaged in educational support, medical support and other charitable activities for deserving persons.

The field of Education :-

He has been a Managing committee member of Bharathiya Vidya Bhavan, Thrissur Kendra, since 2002.

Cultural activities :-

He is the Chairman of Navaneetham Cultural Trust – which works towards promoting Indian Cultural Art and Dance

Business community entities :-

He is the President of the Kerala Distillers and Bottlers Federation and was the President of the Chamber of Commerce, Thrissur for the period 2018-19 & 2019-20

He is also a member of theTrichur Management Association (Affiliated to AIMA).

Having said all this, it would be largely amiss not to dwell lightly on his personal passions as well.

Some people are born artists and to some acting and script writing are ingrained in their DNA. Rtn.T.R.Vijaykumar is one such artist. Needless to say many Rotary events have been witnessto his flair as a thespian.

Ever the man in pursuit of the exceptional….on the sporting aspecthe indulges in horse riding aside frommundane badminton.

Ladies and gentlemen,

Rtn. T. R. VIJAYKUMAR

District Governor 2023 -24

RI District 3201

DISTRICT GOVERNOR’S MESSAGE (2022-23)

Dear Presidents & Secretaries, 2023-24,

Hearty Congratulations to you on being chosen for the significant leadership role at your club for the year 2023-24

Your role will be very vital in determining the success of your club and the district You should work closely with all your members, taking effective guidance from your District leadership team and your council of Past Presidents You will be the ambassadors to the clubs carrying the vision and mission of Rotary International and District.

You should visualise and formulate an achievable action plan for implementing the International & district priorities through various service projects. While it will be an exciting year of activity it is pertinent to note that you will be building ample friendships along the way, which you can cherish for a lifetime.You should mandatorily take part in all District activities and the events listed in the annual calendar and involve your club members also to

participate and make it successful This is a great opportunity for you to lead by example. PETS gives you an opportunity to interact with the district officials and your Co-Presidents & Secretaries. This event is for igniting your thought process and give you a head start for your plans for the year This is just the beginning of an eventful and joyous year ahead

I am sure District Governor Elect Rtn T R Vijayakumar, incoming District Trainer Rtn AV Pathy and the secretariat team have planned a very meaningful and engaging PETS event with a great learning experience. So, make sure that this learning platform gives you an immense opportunity to learn and refresh your knowledge on the various dimensions of Rotary and set a clear vision for the Rotary year Surely hope each of you will have a lot of valuable take aways.

Take your time to consolidate your thoughts and make proper action plans with your clubs' involvement

Best wishes for a wonderful year ahead.

Warm regards

DISTRICT GOVERNOR’S MESSAGE 2023-24

Rtn.T.R.VIJAYKUMAR

District Governor (2023-24)

R.I.DISTRICT 3201

My dear SMILE creator - Presidents & Secretaries,

At the outset, let me congratulate you on being elected a leader of your club

Friends, the PETS is the most important event that prepares you for your upcoming role as President/Secretary

At the PETS you also get the opportunity to connect with your fellow Presidents and Secretaries from other clubs and members of the District Secretariat as well This networking is very critical in ensuring your successful performance in your forthcoming leadership role.

I therefore very strongly stress on your necessary participation in the PETS

The RI Theme for the Rotary Year 2023-24 is, “CREATE HOPE IN THE WORLD”, and our District theme is, “SMILE”!

My dear SMILE leaders, you will realize that a SMILE on one's face, is a clear reflection of the HOPE in one's heart

Ladies and gentlemen, in this Rotary year, we intend to measure the success of our efforts, by the number of SMILES we can generate, in the people around us, and in the world as a whole.

At the end of our Rotary year, we should all SMILE with a sense of profound gratification, in response to the multitude of SMILES that we were able to generate, in our community and the world around us

I look forward to seeing you at the PETS

Yours in Rotary,

Rtn T R. Vijaykumar

District Governor (2023-24)

R I DISTRICT 3201

DISTRICT TRAINER 2023-24

My dear President elects, Secretary elects and GGR designates Congratulations on your appointment to this important role! I am excited to work with you in 2023-24 . You have been chosen by your fellow members to lead your club; and you have been chosen with confidence in your ability to succeed The Club President may be the most significant role in Rotary Each year training is planned to help you succeed President Elect Training Seminar (PETS) Secretary Elect training program , GGR training program is designed to help you identify your personal leadership strengths and make your year one of the most exciting and fulfilling years of your life. Perhaps you will be inspired to take on greater challenges…in life, in work, in Rotary

Let's sail to gather another great year in Rotary that will enrich us in all spheres of life .

DGE Rtn Vijaykumar has simple loveable priorities that you will enjoy indulging in. Chairman of Rtn Subramanian, Co chair Rtn Varadarajan, Secretary Rtn Amrish and the team are working tegether to conduct an excellent event in Ooty Come and be a part of it and experience leadership , network , rejoice , and of course smile

Looking forward to being with you .

Smilingly

PDG Rtn. Dr. PATHY A.V District Trainer (2023-24)

DISTRICT CO-TRAINER 2023-24

Dear President Elects and Secretary Elects of Rotary International District 3201,

I am thrilled to extend my warmest congratulations to all of you on taking up the mantle of leadership in your respective clubs.

Our District Governor Elect Rtn TR Vijayakumar has planned the PETS/SETS (President Elects / Secretary Elects Training Seminar) for you at Ooty between 17th and 19th of March 2023 Our District Trainer PDG A V Pathy in consultation with the DGE has prepared an excellent training schedule which will prepare you for your duties as President and Secretary of your club This is an exciting opportunity for you to enhance your leadership skills and expand your knowledge of Rotary's mission, values, and objectives

As you prepare for this seminar, I encourage you to approach it with an open mind and a willingness to learn Take advantage of this valuable opportunity to connect with other passionate Rotarians, share best practices, and gain insights that will help you better serve your communities

Your commitment to service and dedication to the Rotary cause is inspiring, and I have no doubt that this training seminar will only further your ability to make a positive impact on the world I wish you all the best as you embark on this journey and look forward to hearing about your successes

Congratulations once again, and have a fantastic training seminar

Sincerely,

PDG. Rtn. RAJASEKHAR SRINIVASAN District Co-Trainer (2023-24)

THEME SPEECH

Rotary International President-elect R. Gordon R. McInally called for members to capture the world's attention and lead the way toward possibilities far beyond our current expectations.

McInally, a member of the Rotary Club of South Queensferry, West Lothian, Scotland, revealed the 2023-24 presidential theme, Create Hope in the World, during the Rotary International Assembly in Orlando, Florida, USA, on 9 January He urged members to promote peace in troubled nations, help those affected by conflict, and maintain the momentum of initiatives begun by past leaders.

Watch the theme address

"The goal is to restore hope — to help the world heal from destructive conflicts and, in turn, to help us achieve lasting change for ourselves," McInally said at Rotary's annual training event for incoming district governors.

McInally spoke about a woman he met in Ban Taling Chan, Thailand, where Rotary members helped build houses, a meeting hall, and childcare and health care facilities

following the tsunami that devastated South Asia in late 2004. The woman had lost her husband, her daughter, and her son in the tsunami, as well as her livelihood. But she still had a gift to offer McInally: a beautiful seashell.

"She went on to tell me that Rotary had restored her optimism. We gave her hope," McInally said.

"This is how Rotary brings lasting change to the world," he added, "one restored or newly created hope at a time."

Promoting peace

A significant way to bring hope to the world is to put a greater emphasis on peace, McInally said. He cited the action Rotary members have taken in the past year to support the people of Ukraine after the invasion by Russia. Rotary has made humanitarian relief a priority, attracting more Ukrainian members in the process. But McInally noted that true relief won't come without peace — not just in Ukraine, but in Yemen, Afghanistan, Syria, and dozens of other places around the globe

GORDON R. MCINALLY RI President 2023-2024

"Peace is the soil where hope takes root," McInally said.

McInally also emphasized the power of continuity, calling for Rotary members to continue the work of some past leaders. He pledged to maintain the Empowering Girls initiative launched by 2021-22 President Shekhar Mehta and uphold the emphasis on diversity, equity, and inclusion throughout Rotary. He also noted recent events that underscore the importance of Rotary's continuing focus on polio In the past year, polio cases have emerged in many areas around the world, making it more crucial than ever for Rotary members to lead the fight against the disease.

To do that, McInally said, Rotary must continue to raise at least US$50 million each year to receive the full 2-to-1 funding match from the Bill & Melinda Gates Foundation. Only about 1 in 12 members currently gives to the polio eradication campaign, with fewer than 1 in 5 clubs donating each year

McInally asked the district governors-elect for support creating a new sense of urgency in their clubs to help realize Rotary's vision of a polio-free world. "This is the time for us to go beyond what's necessary year to year and make sure we provide every resource necessary to succeed as quickly as possible," he added.

Focusing on mental health

In addition, McInally said, Rotary members should offer hope to those affected by mental health challenges — a crisis exacerbated by the COVID-19 pandemic. Many people have lost family members, many more have found their social networks uprooted, and young people especially have had their educational and developmental paths interrupted.

As a result, more people around the world are facing mental health issues. And yet, seeking assistance is often perceived as a sign of weakness.

"Nothing could be further from the truth," McInally said. "Reaching out for help is courageous — and continuing on a path toward wellness is even more so."

He added that Rotary will work to improve mental health services in the next year and beyond. Rotary should be known as an organization that takes care of its members as well as the people it serves, McInally said. "Any mental health professional will tell you that by helping others, we essentially help ourselves."

McInally ended his speech by describing his ideal balance of continuity and innovation. "Rotary helps create the conditions for peace, opportunity, and a future worth living," he said. "By continuing what we do best, by remaining open and willing to change, and by keeping our focus on building peace in the world and within ourselves, Rotary helps create a more peaceful world — a more hopeful world.”

To do that, McInally said, Rotary must continue to raise at least US$50 million each year to receive the full 2-to-1 funding match from the Bill & Melinda Gates Foundation. Only about 1 in 12 members currently gives to the polio eradication campaign, with fewer than 1 in 5 clubs donating each year.

McInally asked the district governors-elect for support creating a new sense of urgency in their clubs to help realize Rotary's vision of a polio-free world. "This is the time for us to go beyond what's necessary year to year and make sure we provide every resource necessary to succeed as quickly as possible," he added.

3
24

ENVIORONMENT

LIVELIHOOD
25

DG CITATION

1. Membership Development.

a) All Clubs must achieve a net increase in their membership as per the table appended below Preference be given to youngsters and Ladies.

Membership as on 01 Jul 2023

Net increase as on 31 May 2024

3. The Rotary Foundation

a) Contribute at least $ 100 per capita to Annual Fund of TRF

b) Contribute at least $ 25 per member towards Polio Fund.

4. Service Projects

a) Conduct at least ONE service project every month covering any avenues of service to achieve balanced activity.

OR

Start a new club with 25 members

b) Induct one new member on installation day

2. Club Administration

a) RI club invoices payment on time

b) District Dues payment and Rotary News Subscription on time

c) Club Goals and Achievements MUST be uploaded in “My Rotary” site

d) All club Officials to be registered in “MY Rotary” of www.rotary.org.

e) Club report MUST be up loaded in District Website on or before 5th of every month.

f) Publish at least one club bulletin/e-bulletin quarterly.

g) Club officers must attend at least one Training Program (COTS).

h) Clubs must conduct one club assembly with AG and DD before the starting of Rotary year, finalize club goals and report to be submitted to District Secretariat.

b) Of the above minimum THREE projects from District priorities SMILE.

c) Rotary Community Corps – Sponsor or retain ONE RCC.

5. Youth Service

a) Rotaract - Sponsor or retain at least ONE Rotaract Club

b) Interact – Sponsor or retain at least ONE interact club

6. Public Image

a) Any two public image programs 7.

Vocational Service

a) At least ONE vocational Excellence award to be presented during the year

b) At least ONE Microfinance project for women.

8. District level Events Participation

a) President and Secretary MUST register and attend PETS

b) At least 50% of your Club Officers MUST register Dist Assembly.

c) At least 10 % of Club strength MUST register all mandatory Dist seminars.

d) At least 25 % of Club strength MUST register Dist Conference

23
with less
25% Clubs with 21 to 30 members 20% Clubs with 31 to 40 members 15% Clubs with 41 to 50 members 10% Clubs with 51 and above 5%
Clubs
than 20 members

STANDARD OPERATING PROCEDURE (SOP)

SECRETARY

Club Admin Secretary Treasurer President Club Board 1 2 Rotary org Update Membership Records Secretary 1 Nominate Incoming Officers Update Club Data Correspondence & Communication Send information about Notices, Club Meetings Monthly Report to Award Committee Update attendance and Monthly report in District Website by5th of succeeding month Send information about District Events Finance Timely payment of RI Dues Timely payment of District Dues Timely payment of subscirbing Rotary news Arrange to Register to District events Records Maintaining Minutes of Meetings Maintain Club Constitution and update Bylaws Maintain Attendance Records and Club Activities Receive all records at the start & handover records at the end. Program Committee 3 CLUB ADMIN
Standard Operating Procedure
COMMITTEE
Standard Operating Procedure

FINANCE COMMITTEE

COMMITTEE

Once every month as per schedule

Arrange regular weekly meeting Charter Night PrArrange ogram Committee

Governor Official Visit

Get schedule & details from Secretariat

Invitespeakgood ers Arrange Charter Night

Make arrangements as per Secretariat'srequirement

ClubwithAssembly (at least before 2 GOweeks)

Engage maximum members

Execute GOV as perProtocols

Club Assembly Schedule as per club's tradition

All plans to be shared and completed projects to be reviewed

Standard Operating Procedure
2 President
Board
Treasurer Administrative Purpose Projects Purpose ClubApprovedBoard ClubApprovedBoard Not Approved Inform and update fBudgeting or the year Budget Modification Send Invoices to Member Collection for Dues Raise Funds for Projects by • CSR • Grants • Donations
3 President
Program
Regular
PROGRAM
Standard Operating Procedure
Club
Club Admin Committee Finance Committee
• Crowd Funding
Club Board
Committee
Meeting Review of Existing Projects / Strategic Planning for new Projects / Financial Decisions / Other Key Policy Decisions
V

MEMBERSHIP COMMITTEE Standard Operating Procedure

NEW MEMBER INDUCTION PROCESS Standard Operating Procedure

A A District Secretariat President Club Board Membership Committee Membership Development Committee Induction Process District Governor Mentor Allotment Retention Reinstatement of old members No Solution No Analyse Members Wants to Continue Doesn't want to continue Induction Ceremony Solution Found Issue sorted Out YES Evaluate Reasons Issue not sorted Committee Can Club Help? Engage in Projects and Programs Make a list of prospective members Home visit and give Rotary nformation Goals Set Goals Not Set President Club Board Membership Committee Growth Committee Identify prospective members Formal Induction programme Give proper Rotary Information & Assign Mentor Not Approved Inform the Member Invite them to meetings and projects Send filled Application form to BOD Involve in Rotary Activities and Projects of members' liking Approved Attend 3 Meetings Taking up form for approval by BOD

Standard Operating Procedure

PUBLIC IMAGE COMMITTEE

Standard Operating Procedure

President Club Board TRF Committee Modify G.G. Not Feasible Annual Giving Project Funding District Secretariat District Governor Goals Set Awarding Recognitions to Members Attend Grant Management Seminar Club Qualified Complete Global Grant Above USD 30000 Not Qualified Apply for Global Grant Club Qualified Project Evaluation Project Feasible Search for Partner Club Annual Funds Committee Project / Programme Brief write up by project chair (Based on 5W's) Club Board President District Governor Approved by President 5W's • Where? • What? • Why? • Who? • For Whom? District Secretariat *A separate member should be appointed to manage all individual media. Social Media * • Website • Facebook • Instagram • Whatsapp • Youtube • Any other media Print Media * • Newspaper • GML • Club Bulletin • Rotary.org • Rotary News
THE ROTARY FOUNDATION
President Club Board Service Project Committee Goals Set Goals Set Goals Set Community Service (Medical) Community Service (Non-Medical) Vocational Service Publicise Project outcome with statistics on various media platforms Evaluation and Feasibility Study of the Project Project Execution Preparing Committee for Project Implementation Raise Finance through Grants, Donations and CSR Goals Set Goals Set Goals Set Send approved applications to District Committee President Club Board Youth Service Committee Youth Exchange Rotaract Interact RYLA Form committee and invite applications Set up review committee Review application Conduct Program Update data on Rotary Website Plan & Mobilise Resources Form new clubs and nurture existing clubs District Secr etatiat
Operating Procedure
SERVICE PROJECT COMMITTEE Standard
Operating Procedure
YOUTH SERVICE COMMITTEE Standard

STRATEGIC PLAN

As People of Action, we share a strong sense of purpose

More than a century ago, we pioneered a new model of service leadership grounded in personto-person connections. Today, those connections are a network that spans the globe—bridging cultural, linguistic, generational, and geographic barriers—and shares the vision of a better world. As People of Action, we understand that fulfilling that vision requires a plan. This is Rotary’s plan for the next five years: to increase our impact, expand our reach, enhance participant engagement, and increase our ability to adapt........

By helping to realize the goals of this plan, you ensure a stronger and even more effective future for Rotary a tremendous legacy. Our plan is rooted in our tried-and-true values and builds on the remarkable capabilities and spirit of Rotarians.

It is clear-eyed about the challenges that Rotary and the world face It protects the value of human connection in an age of technology It lays out a path for bringing great ideas to the forefront of the global imagination of what’s possible And our plan will provide us with a continuity of vision from year to year, keeping us moving toward fulfilling our shared purpose

This is our Action Plan.

PRIORITY 1: Increase Our Impact

People of Action are effective problemsolvers.

Why do Rotarians achieve so much? We invest in relationships. We make decisions grounded in evidence We know how to mobilize our networks to create solutions that last. And we’re always learning from our experiences in projects, clubs, and careers. Throughout the fight to end polio, we’ve shown what we can do when we draw on our

collective strengths We’ve created solutions that match the people they serve We’ve evaluated the results to learn from our successes and setbacks. This is a model we will use again and again in pursuit of our audacious goals: educating

the world’s children, ensuring equitable access to water and sanitation, helping local economies grow sustainably, and so much more Let’s seek out new ways to translate our expertise into making a

difference—in our communities and across the globe Let’s prove that our impact on the world has only just begun.

PRIORITY 2: Expand Our Reach

People of Action activate and inspire one another

We know that our capacity to make a difference is larger when more people unite with us. We want the world to appreciate our ambitious, compassionate, and inclusive spirit—because

when they do, they see that Rotary is the source for the person-to-person involvement so many are seeking. Told widely and emphatically, our stories give people hope that the world can change for the better, inviting listeners to imagine themselves as part of that change, too Let’s build connections and opportunities that will allow people who share our drive to do the same

PRIORITY 3: Enhance Participant Engagement

People of Action strive to understand the needs of others. Just like the people and communities we serve, our participants need to feel seen and heard. They’re seeking experiences that feel personally and professionally relevant and fulfilling. When they see our dedication to investing in them at every stage of their professional life, our participants are eager to go the distance with us—even at a time when there are many other options for networking and volunteering. Let’s recommit to putting the needs,expectations, and growth of our participants at the center of all we do

PRIORITY 4: Increase Our Ability to Adapt

People of Action are inventive, entrepreneurial, and resilient. We’ve shown throughout our history that we excel at finding new ways to lead the world to lasting change And we’ve proven in our own careers that we know how to help organizations of every kind move forward. That’s why new approaches to our organizing principles don’t threaten our sense of who we are We’re ready to seek out fresh opportunities, create more paths to leadership, open up our conversations to diverse voices, and simplify how we operate—with confidence Let’s stay true to ourselves and stay ahead of change in our next 115 years.

STRATEGIC PLANNING PROCESS OVERVIEW

PHASE 1 — DETERMINE YOUR STATUS: HOW IS OUR CLUB DOING NOW?

• Identify strategic issues to address

• Determine club’s strengths and weaknesses

• Assess member satisfaction and needs

• Identify opportunities and challenges in the community

PHASE 2 — DEVELOP A VISION: WHAT DO WE WANT OUR CLUB TO BE LIKE?

• List five to seven characteristics you want your club to have

• Create a vision statement

PHASE 3 — MAKE A PLAN: HOW CAN WE ACHIEVE OUR VISION?

• Set strategic priorities

• Set annual goals

• List the activities, timeline, and resources you’ll need

PHASE 4 — TRACK PROGRESS: HOW CLOSE ARE WE TO OUR GOALS?

• Monitor progress toward your annual goals

• If you missed your targets, determine why

• Adjust your action plans

ThE ROTARY FOUNDATION

The RotaryFoundation is Rotary’s own charityand it hascelebrateditscentennial2016-17 FormerRotary International President Arch Klumph’s idea for an endowment fund dedicated to ‘Doing Good in The World‘ planted the seed for the Rotary Foundation in 1917

That one idea and initial contribution of $26.50 set in motion a powerful force for good that has transformed millions of lives around the globe over the decades. Over the last 100 years, the Foundationhasspentover$3billiononhumanitarian programmes across the world

The mission of The Rotary Foundation is to enable Rotary members to advance world understanding, goodwill and peace through the improvement of health, the support of education, and the alleviation of poverty The Foundation is a not-forprofit corporation supported solely by voluntary contributions from Rotary members and friends of the Foundation who share its vision of creating a better world This support is essential to make possible projects, funded with Foundation grants, thatbring sustainable improvementto communities in need

A Formula to Change th World

The Rotary Foundation has identifiedSeven Areas of Focusfor the grants These areas reflect critical humanitarian issues and needs that Rotarians are addressing worldwide. They will align Rotary with other international development efforts and will strategicallyfurtherthe ‘Foundations mission‘

Eachofthesixareasoffocusbeginswithastatement of purpose, followed by a list of specific goals The RotaryFoundationwill use the goals to establish :

• Projects and activities for packaged global grants

• Possible strategic partners for packaged global grants

• Evaluation criteria for Club and District -developed global grants

• A system for measuring outcome for all global grants

Rotary’s Areas of Focus

1 Peacebuildingandconflictprevention/resolution

2. Disease prevention and treatment

3.Waterand sanitation

4. Maternal and child health

5. Basic education and literacy.

6. Economic and communitydevelopment

7. Supporting Environment

Peace building and conflict prevention/ resolution

The Foundation enables Rotarians to promote the practice of peace and conflict prevention/resolution by:

1 Training leaders, including potential youth leaders, to prevent and mediate conflict.

2 Supporting peace-building in communities and regions affected byconflict.

3. Supporting studies for career-minded professionals related to peace and conflict prevention/resolution

Disease prevention and treatment

The Foundation enables Rotarians to prevent disease and promote health by:

1 Improving the capacity of local health care professionals

2 Promoting disease prevention programs, with the goal of limiting the spread of communicable diseases and reducing the incidences of and complications from non-communicable diseases

3 Enhancing the health infrastructure of local communities.

4 Educating and mobilizing communities to help preventthe spread of majordisease

5 Preventing physical disability resulting from disease orinjury

6. Supporting studies for career-minded professionals related to disease prevention and treatment

Waterand sanitation

The Foundation enables Rotarians to ensure that people have sustainable access to safe water and sanitation by:

1 Providing equitable community access to safe water, improved sanitation and hygiene

2 Strengthening the ability of communities to develop, fund and maintain sustainable water and sanitation systems

3 Supporting programs that enhance communities and awareness of the benefits of safe water, sanitation and hygiene

4. Supporting studies for career-minded professionals related towaterand sanitation

Maternal and child health

The Foundation enables Rotarians to improve the health of mothers and theirchildren by:

1. Reducing the mortality and morbidity rate for children underthe age of five

2. Reducing the maternal mortality and morbidity rate

3. Improving access to essential medical services, trained community health leaders, and health care providers formothers and theirchildren

4. Supporting studies for career-minded professionals related to maternal and child health

Basic education and literacy

The Foundation enables Rotarians to ensure that all people have sustainable access to basic education and literacyby:

1 Involving the community to support programs that strengthen the capacity of communities to provide basic education and literacyto all.

2. Increasing adult literacyin communities

3.Working to reduce genderdisparityin education

4 Supporting studies for career-minded professionalsrelatedtobasiceducationandliteracy

Economic and communitydevelopment

TheFoundationenablesRotarianstoinvestinpeople by creating sustainable, measurable and long-term economic improvements in their communities and livelihoods by:

1 Buildingthecapacityofentrepreneurs,community leaders, local organizations, and community networks to support economic development in impoverished communities

2. Developing opportunities forproductivework

3. Reducing povertyin underserved communities

4 Supporting studies for career-minded professionals related to economic and community development

Supporting Environment

The environment becomes a New Area of Focus

The Rotary Foundation Trustees and Rotary International Board of Directors have added a new area of focus: the environment.

More than $18 million in Foundation global grant funding has been allocated to environment related projects over the past five years Creating a distinct area of focus to support the environment will give Rotary members even more ways to bring about positive change in the world and increase our impact.

Supporting the environment becomes Rotary’s seventh area of focus, which are categories of service activities supported by global grants. It joins peace building and conflict prevention; diseasepreventionandtreatment;water,sanitation, and hygiene; maternal and child health; basic education and literacy; and community economic development.

Grant applications for projects will be accepted beginning on 1 July 2021 Gifts and commitments from Rotarians and otherswill be soughtto provide global grant support for the new area of focus More information about this new area of focus will be announced soon.

ROTARIAN CODE OFCONDUCT

As a Rotarian, Iwill :

1. Act with integrity and high ethical standards in my personal and professional life

2. Deal fairly with others and treat them and their occupations with respect

3. Use my professional skills through Rotary to mentor young people, helpthosewith special needs, and improve people’s quality of life in mycommunityand in theworld

4. Avoid behavior that reflects adversely on Rotary or other Rotarians

5. Help maintain a harassment-free environment in Rotary meetings, events and activities; report any suspected harassment; and help ensure non-retaliation to those individuals that report harassment

TRF GRANTS

The Rotary Foundation’s Grants programs follows the Foundation’s mission “To Do Good in the World“ as stated by its founding RI President Arch Klumpf in 1917 The Rotary Foundation provides three types of grants

Simple Explanation of TRF Grants

District Grants Global Grants

What they support Mission of The Rotary Foundation

Impact length

Minimum budget

Scholarship types available

Short - term

None

All levels of study, both local and international

Who administers them District

Where funding comes from District Designated Fund

Global Grants

Global grants support large international activities with sustainable, measurable outcomes in one or more of the six areas of focus.

Global grants must:

1. Be an international partnership between a Rotary Club or District in the country where the activity takes place and a Rotary Club or District outside of that country

2. Be sustainable and include plans for long-term success after the global grant funds have been pent

3. Include measurable goals that are demonstrated through progress reports

4. Align with one of our seven areas of focus

5. Respond to real community needs

6. Include active participation from both Rotarians and community members

7 Have a minimum budget of US$30,000

Seven areas of focus

Long - term

US$30,000

Graduate-level, International

The Rotary Foundation

DDF, World Fund, Annual Fund, donations to specific grants, endowment term gifts

Packaged Grants

Seven areas of focus

Long - term

US$20,000

Varies by opportunity

The Rotary Foundation

World Fund and strategic partners

8. Meet the eligibility requirements in the grants terms and conditions

How do Clubs Apply for a Global Grant?

The Rotary Foundation accepts global grant applications on a rolling basis throughout the year Before a District or Club can apply for a grant, it has be complete the qualification process. Once your Club is qualified, you can apply for a global grant through the online tool.

How are global Grants funded?

Global grants are funded with a combination of District Designated Funds or cash contributions and matching funds from The Rotary Foundation’s World Fund. The World Fund will match 100 percent of District Designated Funds and/or 50 percent of cash contributions. The minimum award amount from the World Fund is US$15,000, which means that the minimum project budget is $30,000 term gifts. Endowed gifts are invested in perpetuity with a portion of earnings spent on the intended program. Term gifts are spent in their entirely on the intended program over an agreed - to period of time

Packaged Grants

Packaged grants have been pre designed by Rotary and our strategic partners. The activities they fund are similar to those funded by global grants in many ways - they support our areas of focus and can include scholarships, humanitarian projects, and vocational training - but the work of designing the activity’s general framework has already been done

This allows Rotarians to focus their talents and energies on bringing the project to life. With a packaged grant, your role could include :

1. Assessing community needs and identifying those who could benefit from a project

2. Selecting and mentoring scholars

3. Assembling teams of professionals for peerbased training

4. Providing technical expertise or direct service

5. Promoting and publicizing activities.

6. Monitoring and evaluating the project.

How do Club’s apply for a packaged grant?

The Rotary Foundation accepts packaged grant applications on a rolling basis throughout the year Before a District or Club can apply, it must complete the qualification process.

What packaged grants are available?

Five types of packaged grants, described below, are currently available

1. Health educators training & nursing scholarships

2. Developing local entrepreneurs

3. Vocational training and medical service

4. Water and sanitation scholarships

5. How are packaged grants funded ?

Share And District Designated Fund

Through the SHARE system, contributions to The Rotary Foundation are transformed into grants that fund local and international humanitarian projects, scholarships, and activities, such as vocational training teams. As the end of every Rotary year, contributions directed to the Annual Fund - SHARE from all Rotary Clubs in the District are divided between the World Fund and the District Designated Fund or DDF At End of three years, District can use the DDF to pay for Foundation, Club and District projects that your Club and others in the District choose Districts may use up to half of their DDF to fund District grants. The remaining DDF may be used for Global grants or donated to Polio Plus, the Rotary Peace Centers, or another District.

World Fund

The World Fund provides the necessary funding for our highest priority activities around the globe. While 50% of SHARE - Designated contributions are applied to the World Fund. You can also direct your entire gift to the fund. The Foundation uses the money to pay for grant and program opportunities available to all Rotary Districts.

RI WEBSITE AND CLUB CENTRAL

RI Website: www.Rotary.org

Welcome to Rotary’s new website It is a faster, cleaner, stateof-the-art site The site has been organized around your needs, making it easier for you to find what you’re looking for and get your Rotary business done

What you can do with the RI website

• View and update your profile • View your giving history to the Rotary Foundation

• Update Club data (add a member, remove a member, edit the details of a member)

• View or pay Club invoice

• Get Club reports of contributions and recognitions (TRF)

• View or set or tract Club goals (Rotary Club Central)

• Download logos

• Make a donation

• Access officialdirectory

• Apply for or manage a Grant

• Browse projects on Rotary showcase

• Read news about Rotary

• Register for RI Convention

• Join a discussion group

Where to begin

• Create an account at www.Rotary org: MyRotary Rotary Club Central is a very effective way to set and track the Club goals, create strength in Club membership and planning, and assess the impact of their Club’s work in the community This powerful tool empowers Club and District leaders to monitor Club achievements in three key areas : Club and membership initiatives, service activities and support to the Rotary Foundation, Coupled with Rotary Showcase and Idea Platform, the online tools that help Clubs to find service ideas, new project partners, funding and to expand visibility of their projects through a broad array of social networks, Clubs can easily expand the impact and effectiveness of their members’ work.

Why Should Clubs Use Rotary Club Central

Its a one-stop. It provides access to all the data that was previously available from several reports.

It eliminates paper. It replaces paper forms for membership and Rotary Foundation goals, as well as the Planning guide for Effective Rotary Clubs.

It fosters continuity in leadership. Club leaders change annually, so by offering them the ability to see a history of goals and achievements, it creates consistency among leaders.

It enables Clubs to track their progress. Club leaders can determine whether the goals they’ve set are realistic and make changes if needed

It creates transparency All Club members are able to see Club goals.

It showcases the important work that Rotary Clubs do worldwide Until now, Rotary has not had a vehicle for providing information about the millions of service projects that Rotarians undertake With Rotary Club Central, Clubs can document the details of their projects, such as the number of volunteers and volunteer hours and a list of in-kind donations easily expand the impact and effectiveness of their members’ work.

How do I get to Rotary Club Central?

Go to www.Rotary org/Clubcentral

You need a My Rotary account to go to Rotary Club Central.

If you do not have an account, please go to www.Rotary.org/myRotary

Who can use Rotary Club Central?

All Rotarians can view the goals and achievements for their Club The current and incoming Club President, secretary, executive secretary, treasurer, Foundation Chair, and membership chair can add and edit the goals and achievements for their Club

CLUB PRESIDENT - ROLE AND RESPONSIBILITIES

The role of Club President is to lead your Club, ensuring it functions effectively

An effective Rotary Club is able to

• Sustain or increase its membership base

• Implement successful projects that address the needs of its community and communities in other countries.

• Support The Rotary Foundation through both program participation and financial contributions.

• Develop leaders capable of serving in Rotary beyond the Club level.

The elements of an effective Club can help Clubs increase their ability to meet their goals in each Avenue of Service Implementing successful service project affects Vocational, Community and International Service. Increased membership gives a Club a greater pool of Rotarians working in each avenue Supporting The Rotary Foundation affects both Community and International Service Streamlined processes, better communication, strategic planning and increased member involvement will improve Club Service With efficient operations in place, your Club can become more effective in achieving the Object of Rotary

Your responsibilities as Club President are summarized below and explained throughout the manual provided by RI (see chapter references in parentheses)

• Note : An asterisk (*) indicates a responsibility outlined in the Recommended Rotary Club Bylaws and Standard Rotary Club Constitution.

• Registering for Member Access at to obtain your Club’s administrative data from RI

• Ensuring that your secretary and treasurer has registered for Member Access in order to keep membership and Club data current.

• Implementing and continual evaluation your Club’s goals for your year in office, ensuring that all Club members are involved and informed

• Ensuring that each committee has defined goals

• Encouraging communication between Club and District committee chairs.

• Conducting periodic reviews of all committee activities, goals and expenditures

• Present at all meetings of the Club

• Ensuring that all meetings are carefully planned

• Communicating important information to Club members

• Providing regular fellowship opportunities form members

• Preparing for and encountering participation in Club and District meetings

• Planning for all monthly board meetings

• Ensuring the Club is represented at the District conference and other District meetings

• Promoting attendance at the annual RI Convention. Working with your Club and District leaders

• Developing, approving and monitoring the Club budget while working closely

• Working with District leadership to achieve Club and District goals

• Using information and resources from the District. RI Secretariat

• Preparing continuity in leadership and service projects

• Ensuring continuity in leadership and service projects

• Submitting an annual report to your Club on the Club’s status before leaving office

• Conferring with your successor before leaving office

• Arranging for a joint meeting of the incoming board of directors with the outgoing board

• Ensuring that a comprehensive training program is implemented by the Club and appointing a Club trainer(s) to carry out the training. If needed

• Ensuring that RI youth projection policies are followed

• Ensuring that Rotarians in your Club are familiar with the Statement of Conduct for Working with Youth

• Terminating or not admitting to membership any person who admits to, is convicted of or is otherwise found to have engaged in sexual abuse or harassment

• Prohibiting non-Rotarians who admit to are convicted of or otherwise found to have engaged in sexual abuse or harassment from working with youth in a Rotary context

• Supporting the volunteer selection, screening and training requirements outlined for the Youth Exchange program

• Planning for youth protection in all Club service activities that involve young people

• Use the Club President’s Monthly Checklist when planing your year as President and reviewing your responsibilities as President - elect and President

CLUB SECRETARY ROLE AND RESPONSIBILITIES

On 1 July 2021, you officially take office as Club secretary Your experience and workload will depend on your Club’s size and activity and your familiarity with Rotary and your new role. Your primary role as Club secretary is to help the Club function effectively.

As Club Secretary, you receive information from the board, Club committees, Club members, the District Governor, your Assistant Governor, Rotary International, and The Rotary Foundation of RI. It is important to monitor trends in Club activities to help identify the Club’s strengths and weaknesses and communicate this information to your fellow Club and District leaders for further action. To prepare for your role, consider questions such as:

• What is the process for tracking attendance, and what do attendance report indicate about Club member satisfaction?

• What is the secretary’s role with the Club Website or bulletin?

• How does the secretary traditionally work with the Club President?

• How are weekly meetings planned?

• What processes are in place for Club archive maintenance, correspondence, and minutes?

• What can the Club improve? • Begin to think critically about how this information can be used to benefit the Club

• Your responsibilities as Club secretary are summarized below and explained throughout the manual. As Club Secretary you are responsible for:

• Maintaining Membership records.

• Recording attendance at meetings, and reporting monthly attendance figures to the District Governor within 5 days of the last of meeting of every month

• Sending out notices of meetings of the Club, board, and committees

• Recording and maintaining minutes of Club, board, and committee meetings

• Making required reports to RI and your District

• Working with other Club Leaders.

• Performing any other duties that usually pertain to the office of secretary

To further prepare for your role, attend the secretary training sessions at PETS and District Assembly. Incoming Club Presidents, Secretaries, Treasurers, and Committee Chairs are expected to attend the District assembly, where you will meet fellow Club leaders from other Clubs in the District and District level Rotarians.

This annual training meeting brings together Club leaders to discuss their roles and responsibilities as well as goals for the upcoming year the planing Guide for Effective Rotary Clubs in the District and District- level Rotarians.

CLUB TREASURER ROLE AND RESPONSIBILITIES

On 1 July, you officially take office as Club Treasurer. Your experience and workload will depend on your Club’s size and activity and your familiarity with Rotary and your new responsibilities. Your responsibilities as Club treasurer include

• Managing funds

• Collecting and submitting dues and fees

• Reporting on the state of your Club’s finances

• Working with The Rotary Foundation

• Developing a budget

• Preparing Your successor

To prepare for your term, learn what will be expected of you by the Club’s board of directors and members, your District, and Rotary International. It is recommended that you assist the outgoing Club treasurer before taking office to better understand your role Ask questions such as :

• How are the bank accounts set up ?

• How do Club members pay dues?

• Does the Club have any outstanding debt?

• What is the budget for the coming year? How was it established?

• How are funds allotted for Club committees?

• What kind of accounting system is in place for bookkeeping? How are financial records kept?

• What paperwork needs to be filed with the Club board, District, RI, or local government (e.g., for changes to bylaws, taxes)?

To further prepare, attend the treasurer training sessions at District Assembly This meeting is a good place to network with Rotarians who could assist you during your term, including your assistant Governor and District finance committee members. Consult with incoming and outgoing treasurers in other Clubs to compare your responsibilities, reporting, requirements, and accounting procedures.

MODEL CLUB BUDGET

S.No. HEAD OF ACCOUNT Expenditure Income Income Amount In Rs. Amount In Rs 1 Subscription Income 1,11,5500 2 Polio Contribution Collection 93,840 Total Income 1,20,934 Expenditures 1 Ri Contribution / Council Legislation (as Per Details) 3,05,696 2 Rotary News 31,728 3 District Governor’s Fund 43,643 4 Contribution To Polio 93,840 5 Seminars And Conferences Hosting 5,000 6 Meeting Expenses 4,24,250 7 Bulletin Express 18,000 8 Printing & Stationery 30,000 9 Momento 25,000 10 Salary And Bonus 1,12,000 11 Bank Charges 2,500 12 Courier And Postage 30,200 13 Traveling & Conveyance 5,000 14 Ellen 4 Project (signature Project) 34,000 15 Vocational Excellence Award And Service Project 30,000 Total In Rs 1,19,0857 Surplus In Rs 18,483

ROLES AND RESPONSIBILITIES OF CLUB COMMITTEES

Club COMMITTEES ROLE AND RESPONSIBILITIES

Under the Club Leadership Plan, there are five recommended standing committees. Each Club can add additional committee or subcommittee to meet the special interests of their Club or ongoing projects. Committee and subcommittees can also eliminated if the Club does not participate in that activity

Below are sample subcommittee for each of the standing committee depending on your Club’s membership size Choose the structure that meets the needs and goals of your Clubs and then add, move, and delete subcommittees as needed or develop your own committee and subcommittee structure with your fellow Club leaders. If you need Assistant Governor or District Governor

Committee

Club Administration Membership Service Projects Public Relations

• Vocational

• Weekly Program

• Club Bulletin and Website

• Attendance

• Fellowship

• Requirement

• Retention

• Orientation and Education

• Classification

• Media Relations

• Advertising and Marketing

• Educational

• Community

• International

• RI Programs (such as RYLA, WCS or Rotaract) 361

• Fund-raising for club projects

Rotary Foundation

• Program participation

• Foundation Fundraising

CLUB BOARD Strategic Planning Committee (Optional)

SERGEANT-AT-ARMS

The functions of a Sergeant-at-Arms is to help maintain an orderly, dignified, and effective Rotary Club meeting, one that will make the right kind of impression on Club members, visitors and guests.

Theses Functions Include :

a. Be constantly on the alert to prevent any occurrence that might detract from the dignity and prestige associated with Rotary Clubs.

b To Handle the Physical Preparations for, and the mechanical/logistical arrangements of a meeting, and

unobtrusively, to general conduct of members and guests at the meeting

c. Play an important role in overall following and maintaining a schedule of events and activity to provide for a pleasant and successful meeting.

d. Allow the President to conduct the meeting with confidence and a rule of order

e Assisting members and guests to be able to have a positive and enjoyable experience with the Club meeting

CANCELLATION OF REGULAR MEETING

A Club may cancel a regular meeting only if it falls on a National holiday or in case of the death of a Club member, or of an epidemic or of a disaster affecting the whole community, or of an armed conflict in the community which endangers the lives of the Club members. The Club may cancel not more than four regular meetings in a year for causes not otherwise specified herein provided that this Club does not fail to meet for more than three consecutive meetings

WEEKLY MEETINGS AGENDA

IMPORTANT NOTES

• The President must call the meeting to order and adjourn

• Person introducing or proposing Vote of thanks should be pre - decided and informed

• Inform Chief Guest of time allotted in advance

• Maintain protocol in welcoming

• Crisp agenda. Typewritten and clipped order

• No Shuffling of papers

• Club banner with RI Theme must be prominently placed atleast in podium

• Display of 4-Way Test is recommended

1. Fellowship 30 min 2. Meeting called on order 2 min 3. Rotary Prayer & 4 Way Test 4 min 4. Welcome by President 5 min 5. Recognition of Visiting Rotarians and Guests 2 min 6. Secretary Report 5 min 7 Birthday / Wedding Anniversary Greetings 3 min 8. Rotary Information 5 min 9. Introduction of Speaker 2 min 10 Address by Speaker 20 min 11. Open Forum 5 min 12. Announcements 3 min 13. Pleasantries 1 min 14. Vote of thanks 3 min 15. Meeting Adjourned Duration of the Meeting 60 min S. No. Event Duration

DISTRICT GOVERNOR’S OFFICIAL VISIT (GOV) CHECKLIST

It is customary for the District Governor to officially visit all the Clubs in the District, once in the year as an officer of Rotary International in the District, he observes the working of the Club; both internally and externally; advises and guides the Club During the official visit, he has to complete the following minimum programs:

1. Meeting with Club President, Secretary and President Elect. Assistant Governor is also to be invited for this meeting

2. Conducting Club Assembly will be done by Asst. Governor with all the Directors, Committee Chairman and Members of the Club at least 1 week before GOV

3. To attend a Public Function on this occasion and address the invited gathering.

District Governor’s Official Club Visit (GOV) is perhaps the most important event in a Rotary year. For a Club including its President and Secretary the GOV leads to their performance appraisal and for the DG, it is duty mandated by RI ByLaw 15,090 (e),

The GOV serves several purposes :

1. To gain information about a Club that will enable DG to give proper counsel and advice.

2. To inspire Rotarians with helpful suggestions which include RI, TRF Programs and of Service Opportunities.

3. To Give Rotarians a larger version of Rotary

4. To provide R.I. Office with information for its guidance in serving the Clubs.

Guidelines and requirements for all theses programs are as under :

Meeting with President, Secretary and President Elect, Following records should be kept ready.

1. Club Charter

2. Club Constitution and Bylaws (a) Copy of Semiannual report of 1st July / 1st January and the receipt for Payment of RI Dues

(b) Receipts for payment of District Dues.

(c) Receipts for subscriptions to “Rotary News“

(d) If the visit is after 30th September, copies of new member form sent to RI and Receipts/ details for payment of prorate dues to Rotary International

3. Roster of Filled and Unfilled Classifications

4. Club Leadership Plan and Committee

5. Attendance Register and Minutes of (a) Board Meetings

(b) General Body Meetings (c) Club Assemblies (d) Committee Meetings

6. The Club’s activity report, plan and objective in all Avenues of service.

7 Strategic plan of the Club

8. Club Budget.

9 Audited accounts of the previous year

10. Rotary Foundation Contribution Records.

11. Club Bulletins.

12. Copy of Manual of Procedure (MOP) & Rotary code of Policies (RCP)

13. District & Global Grant Projects Reporting Status.

14. List of past members of the Club and their addresses with phone numbers.

15. Organize a meeting with District Governor, Committee Chairmen and the Board of Directors. Plan an imaginative agenda for this meeting.

16. Take full advantage of District Governor’s presence for any guidance

17. Discuss any special problem with District Governor

Governor Public Meeting

1. Plan the Meeting for about an hour.

2. At the meeting of Governor’s Official Visit, please avoid Guest of Honour, Special Guest and Keynote Speaker etc., except their presence as invitees

CLUB ASSEMBLY

A Club assembly is a meeting that all members attend to discussclubprogramsandactivities.Mostclubsholdfour tosixassembliesperyear Assembliesallowmembersto Brainstormideasforprojectsandactivities

Set goals and develop action plans using the Club LeadershipPlan.

CoordinateCommitteeactivities

Review the club's strengths, opportunities and weaknesses.

LearnmoreaboutRotaryanditsprograms

The club administration committee is responsible for planningtheagendaforassembliesunderthedirectionof the Club President. A suggested timeline and list of purposes are given below. For assemblies that focus on

Immediatelyfollowingthedistrict Assembly2023

ImmediatelyaertheInstallationoraer July1,2023

TwoweeksbeforetheGOV

DuringtheGOV

Midyearreview

AprilorMay2024

strategic planning or continuing education, consider involvingtheclubtrainer.

Beforeplanning assemblies, seekinput frommembers to ensure that the meeting address their interests and concerns.Askquestionssuchas:

Whatwouldyouchangeaboutourweeklymeetings?

What are the most important factors in retaining currentmembers?

Howcanourclubrecruitnewmembers?

What changes would increase your participation in clubserviceprojects?

Whatarethereasonsyoudoordonotcontributetothe RotaryFoundation?

Todescribe,reviewanddiscussplans developedandsuggestedatthePETSandDistrictAssembly2023

Todiscussandadopttheplansandbudgetfortheyear

TopreparefortheGovernor'sofficialvisitandreviewofthe ClubactivitiesbytheAssistantGovernor

Thediscusstheclub'sstatuswiththeDG

Toreviewtheclub'sprogresstowardsgoalsanddeterminethe club'splanfortherestoftheyear.

Toprovideanopportunityforopendiscussion(ideas andsuggestionsmaybeimplementedtohelp bringclubplanstowardscompletion)

TimeFrame Purpose

CLUB BOARD MEETINGS

Board meetings should be held at least once a month. The Club’s board of directors is the governing body of the Club and is responsible for all committee and Club decisions. Its members are typically the President, Vice President(s), President-elect (or president-nominee, if no successor has been elected), Secretary, Treasurer, immediate past President and committee chairman as specified in the Club’s bylaws. The Club President presides over board meetings, with assistance from the secretary. The President-elect may call meetings of the incoming board to prepare forthe nextyear.

Agenda for Board Meetings :

• Call to order

• Review/approval of previous meeting minutes

• Consideration ofitems before the board

• Reviewofthe Club’s progress toward goals

• Reports from Committee Chairs

• Reviewofmembership proposals

• Reviewoffinancial report from the ClubTreasurer

• Adjournment

AGENDACLUb INSTALLATION

2. Collaring, Meeting called to order(byoutgoing President) 3.

NOTES :

1. Table Agenda and scribbling pads are to be provided to all dignitaries on dias.

2. Lighting of lamp only if it will remain lighted through outthe function

3. Punctualityis of essence.

4. Welcome guests strictly in the beginning and the end-not in between

5. Maintain protocol inwelcoming.

6. Crisp agenda. Typewritten in clipped order No shuffling of papers.

7. Place table agenda on HeadTable.

8. Introductions - simple, preferablyless flattery. 9. All concerned Rotarians should be in proper place at propertime.

10 Agenda should be adhered to

11. For VIP Guests and Press, seats should be reserved.

12. Press release should be made in advance and given to the media

NEWMEMBER KIT

The Following items must be included in the NewMemberkit 1.

1. Ceremonial Procession
Invocation
02 min
Welcome
Outgoing President 05 min
Lighting ofLamp 02 min 6. Outgoing Secretary’s Report 20 min 7 Introduction ofPresident Elect 02 min
President Elect’s Installation
03 min 9. Acceptance Speech byNewlyInstalled President 05 min 10. Club Officers Installation 10 min 11. Release ofClub Bulletin / RosterbyGGR 01 min 12. Projects ofthe day 05 min
Induction of newmembers byAssistant Governor 05 min 14. Address byAssistant Governor 05 min 15. Introduction ofChiefGuest 02 min 16. ChiefGuest’s address 20 min
Vote ofThanks bynewlyinstalled Secretary 03 min Total : 90
/ RotaryPrayer
4.
address by
5.
8.
(Collaring/Pin/Gavel)
13.
17
min
Lapel Pin
Welcome Note
ABC’s of Rotary- Book
Club Roaster
District Directory
Club Bulletins and RotaryNews Letters
2
3
4.
5.
6

ROTARYPROTOCOLAND DECORUM

Every Rotary Club has to organize a number of functions and meetings There is certain protocol to be observed to recognize dignitaries, to show themloveandrespectoftheorganization Aproper observance or protocol enhances the prestige of theconcernedClubandalsobringsdecorum Afew hints on protocol are :

1 Any Rotary meeting hosted by a Club, and/or a regularmeetingoftheClubshouldbepresided over by the President of the Club. The meeting should be called to order by the President and not bythe MasterofCeremonies

2 Any Rotary meeting hosted by the District or District Committee will be presided over bythe DistrictGovernor.Governorwillcallthemeeting to order

3. The protocol to be observed in order to precedence of greetings is District Governor, Past District Governors (seniority wise), District Governor Elect, District Governor Nominee, Assistant Governor, District Secretary, District Officers, President, Past President, PresidentElect, Secretaryand so on

4 The General Rule is that current position takes precedence over post position, past position takes precedence over future position, Accompanying spouses will have the same ranking

5. Once protocol is observed in a meeting initially the subsequent speakers need not repeat the protocol This will help save time and avoid possible foul-up ofprotocol

6 If the Mayor or the First Citizen of the town is present in a meeting. He should be invited to the dias and should be recognized first.

7 In anyRotarymeeting ifthe Governoris present as the Chief Guest. he should speak last. After the speech of the Governor, there should be no further speeches. The only item after his speech should be acknowledgments and vote of thanks

8 During the official visit of the Governor to the Club, there should be no other Chief Guest, Governorbeing the onlyone.

9. All Rotary Club meetings, except training of informative sessions should be concluded as far as possible, within one hour Care should be taken to ensure that the standard and values of Rotary are not diluted or compromised at meetings.

10. The functions of Master of ceremony, if at all necessary, should be limited only to announce the item of the agenda to be followed He/ she is not expected to make comments on the speeches or assure anything on behalf of the Club, which should only be the prerogative of the Presiding Officer

ROTARY INTERNATIONAL 2021-22 DUES

1. Semiannual dues (for 6 months) per member: US$ 35.00 for each semiannual period

2. Council on Legislation Levy per member (billed in July Invoice): US$1.00

3. The Rotarian magazine subscription for paper copy: US$12 for six months

4. The Rotarian magazine subscription for digital copy: US$6 for six months (Please note GST is applicable at the prevailing rate (18% currently) on item no. 1 & 2 above for Club. GST is not applicable to magazine subscription)

• Clubs in India to make the payment in favour of ‘Rotary International South Asia Office’ by way of payable at par cheque or demand draft payable at New Delhi.

• Address: Rotary International South Asia Office, Pullman/Novotel Commercial Tower, First Floor, Asset No.2, Hospitality District, Aerocity (Near IGI Airport), New Delhi – 110037

• Clubs in India have the option of remitting Club dues by way of NEFT/RTGS as per the Club specific virtual account details given in the Club invoice

ROTARY DUES

Semi Annual RI Dues

COL Dues

Rotarian Magazine

Rotary News Magazine

District Dues

Check Monthly Announcement Update by RI on US Dollar Exchange Rate Vs INR applicable to Clubs in India

• Amount should be paid in Indian rupees at the prevailing RI Exchange rate (please visit https://my.rotary org/en/exchangerates for current RI exchange rate). RI Exchange rate may vary from month to month.

5. Members joining in-between period will be charged pro-rata dues for every complete month of membership and will be billed in the subsequent invoice

6. If members subscribe to Regional Rotary Magazine, subscription payment should be made directly to ‘Rotary News Trust’ in Chennai. Currently, the Regional Magazine subscription is Rs.420 for one year (per member for Clubs in India) for print version. For e-version, it’s Rs.360.Address for Regional Magazine related matters:

ROTARY NEWS TRUST

Dugar Towers, 3rd Floor,34, Marshalls Road, Egmore, Chennai - 600 008. Phone: +91 44 4214 5666 Fax: +91 44 2852 8818

E-mail: rotarynews@rosaonline.org Website: http://www.rotarynewsonline.org

BANK ACCOUNT ROTARY NEWS MAGAZINE

Bank A/c Name : Rotary News Trust

SB A/c No : 50100213133460

IFSC CODE : HDFC0003820

HDFC Bank, Montieth Road, Egmore, Chennai

SUBSCRIPTION RELATED DESK FOR 3201

Subscription issues, Clubs to Update Rotary News Magazine Payment and Members

Mailing List. Contact Desk : Ms. Sasikala. G Ph : 044-42145666, Whatsapp : 9790783523

rotarynews@rosaonline.org and sasi@rotarynewsonline.org

OUTSTANDING CLUb DUES

Outstanding Club dues

As perRI guidelines, Clubs that have not paid their Rotary dues within four months of the date on the invoice will be terminated. Clubs will then have five months to fulfill the following reinstatement requirements:

• Pay all outstanding financial obligations at the time of termination

• Pay all membership dues that continue to accrue thereafter

• Paya $30 permemberreinstatement fee

• Complete and submit a reinstatement application and provide an updated membership list along with a list of current officers and theircontact information.

After150daysfromtheterminationdate,Clubsare permanentlyterminated and cannot be reinstated

The Club loses its name, historyand charter.

Percapita dues

Rotarypercapita dues perhalfyearare as follows :

July2021 to December 2021 : $35.00

January2022 toJune 2022 : $35.00

AllClubsarebilled$1.00permemberontheirJuly invoice to help defray the costs of the Council on Legislation

BetterNewMemberExperience

To improve the new member experience, Club Secretariesareaskedtoregisternewandterminated members within 30 days, or by 1 January or 1 July, whicheveryissooner,andtoreportincomingClub officers by 1 February of each year With more accurate membership records, Rotary can provide better service to Clubs For example, the sooner a Club Secretary reports a new member, the sooner this member will receive a welcome letter from Rotary and be eligible for all the privileges of membership.

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