President and president-elect resources
- The Club President’s Manual (PDF) provides information about roles and responsibilities, club administration, the constitution and bylaws, and much more.
- The Club President’s Monthly Checklist (PDF) helps you plan and monitor club activities and deadlines on a monthly basis.
- The Planning Guide for Effective Rotary Clubs (Word) is based on the Club Leadership Plan and helps clubs assess their current state and establish goals for the coming year.
- Your Club, the District, and Rotary International: Partners in Membership Development (641-EN) (PDF)
- Club Membership Goal Form (PDF)
- Member Access Guide for Club Presidents and Secretaries
Club assessment resources
- The Retention Model is a tool that clubs and districts can use to identify their retention strengths and weaknesses.
- The Termination Profile displays the amount of time members remain in a club before terminating their membership. Knowing these trends can help a club tailor their retention strategies.
- Planning Guide for Effective Rotary Clubs (Word) is a tool to help clubs assess their current state and establish goals for the coming year. It is based on the Club Leadership Plan.
- The Strategic Planning Guide (Word) helps clubs develop a long-range vision and serves as a framework for establishing goals.
- Club Merger Application (PDF) (Word)
Membership resources
- Membership Development Resource Guide (417-EN) – outlines basic procedures for building club membership through retention and recruitment. Offers ideas and resources for effective club membership development strategies.
- Regional Trends Supplement to Membership Development Resource Guide (417) - Europe/Africa
- Regional Trends Supplement to Membership Development Resource Guide (417) - Latin America
- Regional Trends Supplement to Membership Development Resource Guide (417) - North America & Caribbean
- Regional Trends Supplement to Membership Development Resource Guide (417) - Asia
- Regional Trends Supplement to Membership Development Guide (417) - Australia, New Zealand, and Pacific Islands
- New Member Orientation: A How-to Guide for Clubs (414-EN) – Guidelines for conducting effective orientation for new members.
- How to Propose a New Member (254-EN) – intended for club secretaries and membership chairpersons includes the basic procedure for election of a new member, along with an easy to fill out Membership Proposal Form.
- Club Leadership Plan
- The Membership Minute – subscribe to the periodic newsletters that provides membership development ideas, resources, and tools
- Membership Data Form (PDF) – Use this form to report new or terminating members to Rotary International
- Prospective Member Form
- Membership Referral Form (PDF or online)
- Membership Relocation Form (PDF or online)
- STAR (Special Training for Action in Rotary) (PDF)
- Five for One Plan (PDF)
