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A PAGE FOR BIG BOLDBULLET ITEMS
Building Your Club-Specific Membership Growth Plan
Terry Weaver (Zone 33 Coordinator 2022-25)
Herb Klotz (Zone 32 Coordinator 2021-24)
June 6, 2022
• We’re a MEMBERSHIP Organization – our Product is
Community Service
• A Membership Organization’s ONE metric of success?
• If you get Membership right, the rest is easy
• Expand Our Reach – How about +10, +20 or +30?
• New members = Future leadership, new talents, new
energy, new ideas
• Data helps identify our best growth opportunities
Why Grow Rotary Membership?
• Attrition is REAL – Clubs lose members every year
RI Avg. = 15.0% N.A. Avg. = 15.3%
• Have to plan on replacing those
• Attrition Rates are remarkably consistent (y/y)
• Retention is essential, but highly over-rated as a
Growth Strategy
What are the REALITIES of a Membership Organization?
• Attrition – How many members, on average, do we
lose each year? (and need to replace?)
• Growth Rate – Consistent, Moderate (5% - 10%)
• Attract enough members to grow PLUS replace Attrition
• We need to KNOW both of those numbers
• We need to KNOW what problem we’re trying to solve
What are the METRICS of Membership Growth?
• Retention Rate = % of members staying each year
• Attrition Rate = 100% - Retention Rate
• Attrition Rate = % of members leaving each year
• Attraction Rate = % of new members added each year
• Allows us to compare one against the other
• To grow, Attraction Rate must exceed Attrition Rate
Why Attrition and Attraction?
Agenda
Agenda
DIAGNOSE:
UNDERSTANDING
WHAT MAKES YOUR
CLUB UNIQUE
01 02 03
Agenda
DIAGNOSE:
UNDERSTANDING
WHAT MAKES YOUR
CLUB UNIQUE
01
PLAN: BUILDING ON
THE 5 ATTRIBUTES OF
GROWING CLUBS
02 03
Agenda
DIAGNOSE:
UNDERSTANDING
WHAT MAKES YOUR
CLUB UNIQUE
01
PLAN: BUILDING ON
THE 5 ATTRIBUTES OF
GROWING CLUBS
02
ACT: USING YOUR
UNIQUE DATA TO
MOVE FORWARD
03
Common Rotary Club Patterns
Attrition Rate (%)
Attraction
Rate
(%)
Growth
Culture Growing Membership
Steady Membership
Declining Membership
Key
Low
(<10%)
Low
(<10%)
High
(>18%)
High
(>18%)
Common Rotary Club Patterns
Attrition Rate (%)
Attraction
Rate
(%)
Growth
Culture
Danger
Zone
Growing Membership
Steady Membership
Declining Membership
Key
Low
(<10%)
Low
(<10%)
High
(>18%)
High
(>18%)
Common Rotary Club Patterns
Attrition Rate (%)
Attraction
Rate
(%)
Growth
Culture
Danger
Zone
Growing Membership
Steady Membership
Declining Membership
Key
Aging
Out
Low
(<10%)
Low
(<10%)
High
(>18%)
High
(>18%)
Common Rotary Club Patterns
Attrition Rate (%)
Attraction
Rate
(%)
Growth
Culture
Danger
Zone
Growing Membership
Steady Membership
Declining Membership
Key
Aging
Out
High
Turnover
Low
(<10%)
Low
(<10%)
High
(>18%)
High
(>18%)
Common Rotary Club Patterns
Attrition Rate (%)
Attraction
Rate
(%)
Growth
Culture
Danger
Zone
Growing Membership
Steady Membership
Declining Membership
Key
Aging
Out
High
Turnover
Fragile
Balance
Low
(<10%)
Low
(<10%)
High
(>18%)
High
(>18%)
• Retention Rate = % of members staying each year
• Attrition Rate = 100% - Retention Rate
• Attrition Rate = % of members leaving each year
• Attraction Rate = % of new members added each year
• Allows us to compare one against the other
• To grow, Attraction Rate must exceed Attrition Rate
Reminder -- Attrition and Attraction
Membership Goal Setting Worksheet
Membership Goal Setting Worksheet
X
6.4
Membership Goal Setting Worksheet
• Low Attraction? (<10% or < Attrition)
• High Attrition? (> 15%)
• Both?
• Neither?
WHAT IS THE MOST IMPORTANT PROBLEM
FOR YOUR CLUB TO SOLVE?
• Low Attraction
• Club Culture? (Is your Club Attractive?)
• Active in the Community?
• Visibility in the Community?
• Members Asking Friends and Colleagues?
• High Attrition
• Club Culture? (Why are so many leaving?) Hint: Club Experience
• Member Engagement?
• Both?
• Neither (Build on Your Club’s Growth Culture)
WHERE SHOULD WE FOCUS FIRST?
X
6.4
Membership Goal Setting Worksheet
3
8
40
37
Membership Goal Setting Worksheet
How Do You Compare?
3-Year Average Attrition/Attraction Rates
Area Attrition Attraction Net Gain
Rotary International 15.0% 14.1% -0.9%
North America 15.3% 11.8% -3.5%
Germany/Switzerland 3.4% 4.1% 0.7%
Asia 17.6% 21.7% 4.1%
How Do You Compare?
3-Year Average Attrition/Attraction Rates
Area Attrition Attraction Net Gain
Rotary International 15.0% 14.1% -0.9%
North America 15.3% 11.8% -3.5%
Germany/Switzerland 3.4% 4.1% 0.7%
Asia 17.6% 21.7% 4.1%
How Do You Compare?
3-Year Average Attrition/Attraction Rates
Area Attrition Attraction Net Gain
Rotary International 15.0% 14.1% -0.9%
North America 15.3% 11.8% -3.5%
Germany/Switzerland 3.4% 4.1% 0.7%
Asia 17.6% 21.7% 4.1%
Club Success Targets (for North America)
Attrition less than 15% (10% optimal)
Attraction 5% greater than Attrition
• Attrition is REAL – Clubs lose members every year
RI Avg. = 15.0% N.A. Avg. = 15.3%
• Low Attrition (<10%)? Work on Attraction
• Attrition Rates >15% need attention
• Retention is essential, but highly over-rated as a Growth
Strategy
• Attraction Rate must exceed Attrition Rate
• Need to know what problem you’re solving
Takeaways
Keys to Club Membership
Growth Herb Klotz
Zone 32
Rotary Coordinator 2021-24
tinyurl.com/MembershipWorksheets >>>
Criteria: > 5 net growth during year
● 11 Question Survey sent to 2020-21 Presidents of
these clubs (90 clubs)
● 55 Past Presidents Responded (61% Response rate)
SURVEY (Rotary Zones 28 & 32: NE USA, Canada & Michigan)
Clubs that Grew Appreciably During the 2020-21 Rotary Year
5 ATTRIBUTES OF SUCCESSFUL CLUBS
5 ATTRIBUTES OF SUCCESSFUL CLUBS
Leadership
• STRONG LEADERSHIP
5 ATTRIBUTES OF SUCCESSFUL CLUBS
Leadership
Goals & Plans
• STRONG LEADERSHIP
• CLEAR MEMBERSHIP GOALS AND A
GROWTH PLAN
5 ATTRIBUTES OF SUCCESSFUL CLUBS
Leadership
Goals & Plans
Service
• STRONG LEADERSHIP
• CLEAR MEMBERSHIP GOALS AND A
GROWTH PLAN
• ACTIVE IN THE LOCAL COMMUNITY /
MANY EVENTS AND SERVICE PROJECTS
5 ATTRIBUTES OF SUCCESSFUL CLUBS
Leadership
Goals & Plans
Service
Public Image
• STRONG LEADERSHIP
• CLEAR MEMBERSHIP GOALS AND A
GROWTH PLAN
• ACTIVE IN THE LOCAL COMMUNITY /
MANY EVENTS AND SERVICE PROJECTS
• VISIBILITY IN THE COMMUNITY /
STRONG PUBLIC IMAGE
5 ATTRIBUTES OF SUCCESSFUL CLUBS
Leadership
Goals & Plans
Service
Public Image
Engagement
• STRONG LEADERSHIP
• CLEAR MEMBERSHIP GOALS AND A
GROWTH PLAN
• ACTIVE IN THE LOCAL COMMUNITY /
MANY EVENTS AND SERVICE PROJECTS
• VISIBILITY IN THE COMMUNITY /
STRONG PUBLIC IMAGE
• ACTIVE, INTENTIONAL MEMBER
ENGAGEMENT
The
Key
Attribute
video
3
8
Attracting New Members
Start with a Goal and a Growth Plan
CLEAR MEMBERSHIP GOALS AND PLAN
CLEAR MEMBERSHIP GOALS AND PLAN
• 88% Stated That Membership Growth was a Top
Priority
CLEAR MEMBERSHIP GOALS AND PLAN
• 88% Stated That Membership Growth was a Top
Priority
• 83% Uploaded Their Membership Goals in Rotary Club
Central
CLEAR MEMBERSHIP GOALS AND PLAN
• 88% Stated That Membership Growth was a Top
Priority
• 83% Uploaded Their Membership Goals in Rotary Club
Central
• 85% had a Club Membership Committee
CLEAR MEMBERSHIP GOALS AND PLAN
• 88% Stated That Membership Growth was a Top
Priority
• 83% Uploaded Their Membership Goals in Rotary Club
Central
• 85% had a Club Membership Committee
Active attraction by Members was a Key Strategy
video
Active in Their Local Community
Many Highly Visible Service Projects – often monthly or more!
67%
Held Events
Targeted at New
Member Attraction
Visibility in the Community
Strong Public Image
It’s not just doing, it’s
being seen doing!
Active, Intentional
Member Engagement
• Consistent meetings with
mixed formats
• Strong Meeting Programs
• Friendly, Fun, Inclusive
• New Member Onboarding
• Engage members in
committees/projects
• Recognize all contributions
by participants
video
ALTERNATE EXPERIENCE
(SATELLITE CLUBS)
• Alternate Meeting Time
• Adjacent Community
• Young Professionals
• Service Group
• Common Cause
• Common Culture
• Rotary Alumni
• What Else???
Video
5 ATTRIBUTES OF SUCCESSFUL CLUBS
Leadership
Goals & Plans
Service
Public Image
Engagement
Questions?
THANK YOU!
Herb Klotz (herbk.rotary@gmail.com)
Terry Weaver (DG2015@Rotary7750.org)
tinyurl.com/MembershipWorksheets >>>

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Building Your Club Specific Membership Growth Plan_Presentation.pptx

  • 1.
  • 2. A PAGE FOR BIG BOLDBULLET ITEMS
  • 3. Building Your Club-Specific Membership Growth Plan Terry Weaver (Zone 33 Coordinator 2022-25) Herb Klotz (Zone 32 Coordinator 2021-24) June 6, 2022
  • 4. • We’re a MEMBERSHIP Organization – our Product is Community Service • A Membership Organization’s ONE metric of success? • If you get Membership right, the rest is easy • Expand Our Reach – How about +10, +20 or +30? • New members = Future leadership, new talents, new energy, new ideas • Data helps identify our best growth opportunities Why Grow Rotary Membership?
  • 5. • Attrition is REAL – Clubs lose members every year RI Avg. = 15.0% N.A. Avg. = 15.3% • Have to plan on replacing those • Attrition Rates are remarkably consistent (y/y) • Retention is essential, but highly over-rated as a Growth Strategy What are the REALITIES of a Membership Organization?
  • 6. • Attrition – How many members, on average, do we lose each year? (and need to replace?) • Growth Rate – Consistent, Moderate (5% - 10%) • Attract enough members to grow PLUS replace Attrition • We need to KNOW both of those numbers • We need to KNOW what problem we’re trying to solve What are the METRICS of Membership Growth?
  • 7. • Retention Rate = % of members staying each year • Attrition Rate = 100% - Retention Rate • Attrition Rate = % of members leaving each year • Attraction Rate = % of new members added each year • Allows us to compare one against the other • To grow, Attraction Rate must exceed Attrition Rate Why Attrition and Attraction?
  • 10. Agenda DIAGNOSE: UNDERSTANDING WHAT MAKES YOUR CLUB UNIQUE 01 PLAN: BUILDING ON THE 5 ATTRIBUTES OF GROWING CLUBS 02 03
  • 11. Agenda DIAGNOSE: UNDERSTANDING WHAT MAKES YOUR CLUB UNIQUE 01 PLAN: BUILDING ON THE 5 ATTRIBUTES OF GROWING CLUBS 02 ACT: USING YOUR UNIQUE DATA TO MOVE FORWARD 03
  • 12. Common Rotary Club Patterns Attrition Rate (%) Attraction Rate (%) Growth Culture Growing Membership Steady Membership Declining Membership Key Low (<10%) Low (<10%) High (>18%) High (>18%)
  • 13. Common Rotary Club Patterns Attrition Rate (%) Attraction Rate (%) Growth Culture Danger Zone Growing Membership Steady Membership Declining Membership Key Low (<10%) Low (<10%) High (>18%) High (>18%)
  • 14. Common Rotary Club Patterns Attrition Rate (%) Attraction Rate (%) Growth Culture Danger Zone Growing Membership Steady Membership Declining Membership Key Aging Out Low (<10%) Low (<10%) High (>18%) High (>18%)
  • 15. Common Rotary Club Patterns Attrition Rate (%) Attraction Rate (%) Growth Culture Danger Zone Growing Membership Steady Membership Declining Membership Key Aging Out High Turnover Low (<10%) Low (<10%) High (>18%) High (>18%)
  • 16. Common Rotary Club Patterns Attrition Rate (%) Attraction Rate (%) Growth Culture Danger Zone Growing Membership Steady Membership Declining Membership Key Aging Out High Turnover Fragile Balance Low (<10%) Low (<10%) High (>18%) High (>18%)
  • 17. • Retention Rate = % of members staying each year • Attrition Rate = 100% - Retention Rate • Attrition Rate = % of members leaving each year • Attraction Rate = % of new members added each year • Allows us to compare one against the other • To grow, Attraction Rate must exceed Attrition Rate Reminder -- Attrition and Attraction
  • 21. • Low Attraction? (<10% or < Attrition) • High Attrition? (> 15%) • Both? • Neither? WHAT IS THE MOST IMPORTANT PROBLEM FOR YOUR CLUB TO SOLVE?
  • 22. • Low Attraction • Club Culture? (Is your Club Attractive?) • Active in the Community? • Visibility in the Community? • Members Asking Friends and Colleagues? • High Attrition • Club Culture? (Why are so many leaving?) Hint: Club Experience • Member Engagement? • Both? • Neither (Build on Your Club’s Growth Culture) WHERE SHOULD WE FOCUS FIRST?
  • 25. How Do You Compare? 3-Year Average Attrition/Attraction Rates Area Attrition Attraction Net Gain Rotary International 15.0% 14.1% -0.9% North America 15.3% 11.8% -3.5% Germany/Switzerland 3.4% 4.1% 0.7% Asia 17.6% 21.7% 4.1%
  • 26. How Do You Compare? 3-Year Average Attrition/Attraction Rates Area Attrition Attraction Net Gain Rotary International 15.0% 14.1% -0.9% North America 15.3% 11.8% -3.5% Germany/Switzerland 3.4% 4.1% 0.7% Asia 17.6% 21.7% 4.1%
  • 27. How Do You Compare? 3-Year Average Attrition/Attraction Rates Area Attrition Attraction Net Gain Rotary International 15.0% 14.1% -0.9% North America 15.3% 11.8% -3.5% Germany/Switzerland 3.4% 4.1% 0.7% Asia 17.6% 21.7% 4.1% Club Success Targets (for North America) Attrition less than 15% (10% optimal) Attraction 5% greater than Attrition
  • 28. • Attrition is REAL – Clubs lose members every year RI Avg. = 15.0% N.A. Avg. = 15.3% • Low Attrition (<10%)? Work on Attraction • Attrition Rates >15% need attention • Retention is essential, but highly over-rated as a Growth Strategy • Attraction Rate must exceed Attrition Rate • Need to know what problem you’re solving Takeaways
  • 29. Keys to Club Membership Growth Herb Klotz Zone 32 Rotary Coordinator 2021-24 tinyurl.com/MembershipWorksheets >>>
  • 30. Criteria: > 5 net growth during year ● 11 Question Survey sent to 2020-21 Presidents of these clubs (90 clubs) ● 55 Past Presidents Responded (61% Response rate) SURVEY (Rotary Zones 28 & 32: NE USA, Canada & Michigan) Clubs that Grew Appreciably During the 2020-21 Rotary Year
  • 31. 5 ATTRIBUTES OF SUCCESSFUL CLUBS
  • 32. 5 ATTRIBUTES OF SUCCESSFUL CLUBS Leadership • STRONG LEADERSHIP
  • 33. 5 ATTRIBUTES OF SUCCESSFUL CLUBS Leadership Goals & Plans • STRONG LEADERSHIP • CLEAR MEMBERSHIP GOALS AND A GROWTH PLAN
  • 34. 5 ATTRIBUTES OF SUCCESSFUL CLUBS Leadership Goals & Plans Service • STRONG LEADERSHIP • CLEAR MEMBERSHIP GOALS AND A GROWTH PLAN • ACTIVE IN THE LOCAL COMMUNITY / MANY EVENTS AND SERVICE PROJECTS
  • 35. 5 ATTRIBUTES OF SUCCESSFUL CLUBS Leadership Goals & Plans Service Public Image • STRONG LEADERSHIP • CLEAR MEMBERSHIP GOALS AND A GROWTH PLAN • ACTIVE IN THE LOCAL COMMUNITY / MANY EVENTS AND SERVICE PROJECTS • VISIBILITY IN THE COMMUNITY / STRONG PUBLIC IMAGE
  • 36. 5 ATTRIBUTES OF SUCCESSFUL CLUBS Leadership Goals & Plans Service Public Image Engagement • STRONG LEADERSHIP • CLEAR MEMBERSHIP GOALS AND A GROWTH PLAN • ACTIVE IN THE LOCAL COMMUNITY / MANY EVENTS AND SERVICE PROJECTS • VISIBILITY IN THE COMMUNITY / STRONG PUBLIC IMAGE • ACTIVE, INTENTIONAL MEMBER ENGAGEMENT
  • 39. Attracting New Members Start with a Goal and a Growth Plan
  • 41. CLEAR MEMBERSHIP GOALS AND PLAN • 88% Stated That Membership Growth was a Top Priority
  • 42. CLEAR MEMBERSHIP GOALS AND PLAN • 88% Stated That Membership Growth was a Top Priority • 83% Uploaded Their Membership Goals in Rotary Club Central
  • 43. CLEAR MEMBERSHIP GOALS AND PLAN • 88% Stated That Membership Growth was a Top Priority • 83% Uploaded Their Membership Goals in Rotary Club Central • 85% had a Club Membership Committee
  • 44. CLEAR MEMBERSHIP GOALS AND PLAN • 88% Stated That Membership Growth was a Top Priority • 83% Uploaded Their Membership Goals in Rotary Club Central • 85% had a Club Membership Committee Active attraction by Members was a Key Strategy
  • 45. video
  • 46. Active in Their Local Community Many Highly Visible Service Projects – often monthly or more! 67% Held Events Targeted at New Member Attraction
  • 47. Visibility in the Community Strong Public Image It’s not just doing, it’s being seen doing!
  • 48. Active, Intentional Member Engagement • Consistent meetings with mixed formats • Strong Meeting Programs • Friendly, Fun, Inclusive • New Member Onboarding • Engage members in committees/projects • Recognize all contributions by participants
  • 49. video
  • 50. ALTERNATE EXPERIENCE (SATELLITE CLUBS) • Alternate Meeting Time • Adjacent Community • Young Professionals • Service Group • Common Cause • Common Culture • Rotary Alumni • What Else???
  • 51. Video
  • 52. 5 ATTRIBUTES OF SUCCESSFUL CLUBS Leadership Goals & Plans Service Public Image Engagement
  • 54. THANK YOU! Herb Klotz (herbk.rotary@gmail.com) Terry Weaver (DG2015@Rotary7750.org) tinyurl.com/MembershipWorksheets >>>

Editor's Notes

  1. Not all clubs in the survey demonstrated all 5 attributes. But they all had strong leadership and most of them were highly successful with at least two or three. Intro to video: This is a wonderful example of a club that put it all together. The Rotary Club of Chinatown, NYC grew by engaging their community in a compelling and innovative way, attracting people who previously never saw themselves in Rotary and bringing a new energy and vitality to the rest of the club.