All Presidents-Elect are assigned to the four core educational sessions:  Dynamic Leadership, Our Foundation & Community Impact, Telling Rotary’s Story (Public Image), and Growing Vibrant Clubs (Membership).  In addition, on Friday morning before the official start of PETS each may select up to two electives.



Growing Vibrant Clubs

Most of us know that Rotary’s membership today is 1.2 million members.  In 1997, it was 1.2 million members.  Every year, 100,000 new members happily join Rotary by the front door. Every year, 100,000 leave by the back. The actions we have been taking for membership are not working.   Something different is needed.

This could mean sharing ideas and easy to implement action items that Presidents and clubs can start doing on day one. Or maybe a club prefers a model as a guide, something based on data or experience. PE’s will take a look at both of these in this session.

Thinking differently about membership, creating great experiences and making members feel valued, is the key to a change in the outcomes we’ve seen over the past 10 years and to achieving our membership goals. This is especially important at the club level as clubs are where Rotary really happens.


Our Foundation and Community Impact

Each president needs to have a high-level understanding of the Rotary Foundation and to ensure that at least one Club Member is well trained and knowledgeable in the Foundation.  Some clubs may have a Foundation, others may have just one person.  However, it is done in a Club, the Foundation provides tremendous value and opportunity for the Clubs.  Rotary Presidents need to know how to access these funds and build a successful project as this will help engage members and build vibrancy in a Club.


Dynamic Leadership

As the President of your Rotary Club you will be responsible for ensuring your club has a clear vision of the future, developing that strategic vision into SMART Goals, and tactical actions.  Through this class we will provide you with a complete understanding of how a leader uses planning to develop a  club culture that owns their vision, defines it in terms of SMART Goals, and subsequently creates written action plans to be executed, fulfilling the vision which was built on the clubs strategic initiatives while providing the  desired outcomes.  This session will develop your mastery of using the strategic planning process, helping you provide motivated and effective leadership.


Telling Rotary’s Story

Rotary has a 100 year history doing great works locally and globally.  Recently we have contacted a branding organization, Siegel and Gale.  We looked at how people learn about Rotary, why they join Rotary, and why they stay in Rotary.  We have taken this opportunity to focus on our greatest strengths: community, leadership, and service to serve our members and our communities.



Rotary 101

Are you a relatively new Rotarian, or wishing to enhance your knowledge of the principles, values, and history of Rotary?  This course will guide you through Rotary’s fundamentals, including how your club fits in with the district, Rotary International, and the Rotary Foundation. You’ll be able to speak about Rotary to prospective members and the community; you’ll recognize the principles of an effective club and you’ll become aware of the resources available to help you do that.


Planning and Goal Setting Engaging Vision

Even those experienced in planning and goal setting often look at the Best Practices being used by leading planners. In this Part 2 course we will train the actions and skills required to construct a Tactical Action Plan, including how to build upon your initial club Vision to gain support of at least 80% to 99% of your club members. You will be trained in the required skills that will help you manage your team, keeping them on target with the plan we will teach you to develop.


Planning and Goal Setting Smarter Goals

Strategic Planning is a powerful Leadership tool that is useful in Rotary, business, and our personal lives, and should be a part of every club. In this course you’ll learn how to articulate the benefits of planning to your members, understand the components of a strategic plan, gain the buy-in of club members, and identify the factors that convert a Strategic Plan into Tactical Action Plan. You will use these tools throughout the rest of the PETS as well as during the years ahead in your club leadership roles.


 Revitalizing Your Club

s president, especially in a small to mid-size club, you have profound influence on the culture of your club. This course investigates how you can have the culture that fosters the innovation and flexibility that will keep your club vital. You’ll discuss best practices for increasing member involvement, community awareness and club effectiveness. You’ll recognize the characteristics of vibrant clubs, and the attributes of the presidents who lead them. During this class you will identify key concerns in your club and develop specific actions to address those concerns, with input from your peers.


Leading and Motivating Volunteers

Most of us lead others in our business and professions, but there are differences in the groups we lead as volunteers. How do you balance programs and activities to engage all of your members? How do you maintain continuity? How do you become a leader versus a manager? And how do you use your strategic plan to build consensus, keep members united, and working towards common goals? Reflect on your own communication style and discuss team-building strategies you might adopt. Finally, identify resources that are available to assist you with leading and motivating volunteers.


Club Operations and Administration

Does your club operate within the Rotary Club Constitution and Bylaws? Do those Bylaws serve your club to make it operate efficiently? What are the responsibilities of the president to ensure compliance with RI, and in the U.S., the IRS? What does the District expect in terms of reporting? RI? The Rotary Foundation? Are there other issues that you should be concerned with in terms of fiduciary responsibility and responsibilities relative to youth programs? Get the answers in this course to guide your club.


 Effective Club Meetings

To many Rotarians, the weekly meeting is the main activity and the reason that they join Rotary.  It is the first impression of potential members.  The president is the person who is responsible for planning and conducting those meetings.  A well run, effective, fun meeting is a key component of a successful club.  In this course you’ll define a successful meeting, and discuss meeting management, effective facilitation, creating a welcoming atmosphere, and the “top ten mistakes to avoid”.


Successful Fundraising

What are the opportunities presented by fundraising events other than raising money for projects?  How can fundraisers boost your club’s profile, and attract members and potential donors?  Share successes and challenges with fellow participants and discuss the president’s role in making fundraisers successful. What are your legal obligations and pitfalls, and what if your fundraiser outgrows your ability to manage it? Build on your own and other’s experiences in this course and work on your action plan.


 Rotary Voice in Your Community

Clarity is essential when talking with members, potential members and the community when describing what Rotary is and does.   By speaking, writing, and designing in a unified voice and look, we ensure that our communications are unmistakably Rotary.   Your leadership as president will help members identify the ways that they can better communicate about Rotary, without losing the uniqueness of your club; your planning will include identifying the tools best suited for the way you wish to communicate.