Managing Membership Leads

1. 1
WELCOME TO THE WEBINAR. TO CONNECT TO AUDIO:
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2. MANAGING
MEMBERSHIP
LEADS – Cultivating
Relationships with Potential
Members
January2020
GrowRotaryOnlineWorkshopSeries
District5890MembershipMarketingPilot

3. 3
TODAY WE WILL:
Discuss how potential members find their way to our
clubs
Strategize ways to cultivate lasting relationships
with potential, new, and existing members
Champion the Membership Leads tool as a viable
channel to growing Rotary

4. 4
ATLANTA CONVENTION, 2017
93% of these leads were
never followed up on
CONVENTION

5. Public Image
Projects &
Programs
GLOBAL LEADS
PROSPECTIVE
MEMBERS
50% have a
personal connection
to Rotary
59%
under 40
37%
women
71% NEVER
CONTACTED 19,500
leads/year

6. OPPORTUNITY COST
Since the program’s inception in 2015, there have
been 68,196 unconverted membership candidates
globally.
This is the equivalent of
-$4,637,260
in lost RI dues

7. 7
Your Host:
Emily Tucker,
Regional Membership
Officer, Zones 29 & 25B
IN CONVERSATION WITH:
Mhari Goldstein,
Product Owner,
New Channels &
Growth
Lee Ann Searight,
Membership
Resources
Specialist

8. 8
HOW TO PARTICIPATE IN THE WEBINAR
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9. 9
HOW TO PARTICIPATE IN THE WEBINAR
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10. 1 0
REMINDER
All attendees will receive a link
to the slides and a recording
of today’s session via email by
the end of the week.

11. 1 1
WHAT HAPPENS
NEXT??

12. 1 2
Cultivating Relationships with
Potential Members

13. 1 3
A VIRTUOUS CYCLE FOR MEMBERSHIP
CULTIVATE
SOLICIT
“The Ask”
APPRECIATE/
RECOGNIZE
RETAIN
EDUCATE
INVOLVE
MOTIVATE
INTEREST
IDENTIFY
IF “NO”
OR
“MAYBE”
IF “YES”

14. 1 4
Who are the potential
members in your
community?
IDENTIFY

15. 1 5
YOU FIND THEM
• Open houses
• Friends of Rotary
• Program alumni
• Mentoring program
• Service projects
• “Bring a friend” campaign
• Skills assessments*
• Census data*
*trend spotting
THEY FIND YOU
• Marketing/
advertisements
• Word of mouth
• Club finder
• Competitor
• Rotary.org/join
IDENTIFY

16. 1 6
• Friends of Rotary
• Program alumni
• Service opportunities
• Word of mouth
• Rotary.org/join
WARM & HOT LEADS

17. 1 7
WHO
PROSPECTIVE
MEMBERS
RELOCATING OR
REJOINING MEMBERS
REFERRED
MEMBERS
ROTARY.ORG/JOIN

18. WHO
Jennifer
Age: 32
Occupation: Marketing manager
Looking for a club near work that
she can attend over lunch time.
Saw a flier for a Rotary club book
drive that would benefit local
schools.

19. Rotary staff screen the
lead to make sure the
prospective member is
not a robot.
Then, based on Jennifer’s
meeting preferences, staff
assigns the lead to a
district.

20. YOU HAVE A LEAD!
District Governor
District Membership
Chair
Assistant Governors
District Executive
Sec/Dir (if one)
REVIEW
RECORD

21. UPDATE
RECORD
DISTRICT LEADERS

22. YOU HAVE A LEAD!
Club President
Secretary
Membership Chair
Club Exec
Sec/Dir (if one)

23. REVIEW
RECORD
1.CONTACT
2.QUALIFY
3.UPDATE RECORD
CLUB LEADERS

24. POLL

25. 2 5
QUALIFY & CULTIVATE
What criteria do you use
to decide who would
make a good member?

26. 2 6
CULTIVATION
“Leadership is communicating to people their worth
and potential so clearly that they come
to see it in themselves.”
– Stephen Covey
Does Rotary fit with their:
1. Values
2. Skills & abilities
3. Time & budget
4. Potential

27. 2 7
What if someone is not a
good fit for your club?

28. RECOGNITION
Giving positive feedback
based on results or
performance.
APPRECIATION
Acknowledging a
person’s inherent value.

29. 2 9
RECOGNITION & APPRECIATION
NEW MEMBERS
• Orientation
• Sponsoring for district
events
• Announcements
• Mentoring/partnering
EXISTING MEMBERS
• Member satisfaction
surveys
• Awards & certificates
• Speaking opportunities
• District recognition

30. 3 0
A VIRTUOUS CYCLE FOR MEMBERSHIP
CULTIVATE
SOLICIT
“The Ask”
APPRECIATE/
RECOGNIZE
RETAIN
EDUCATE
INVOLVE
MOTIVATE
INTEREST
IDENTIFY
IF “NO”
OR
“MAYBE”
IF “YES”

31. 3 1
What skills does someone
need to manage this
cycle effectively?

32. 3 2
THE TAKE-AWAYS
1. Find the right person for the job
2. Focus on cultivation– the payoff will be worth
the investment
3. Consider the potential of everyone interested in
Rotary
4. Don’t forget to check-in with existing members

33. WHEN
The here and now is all we have, and if we play it
right, it’s all we’ll need! – Ann Richards

35. IF YOU THINK IT, INK IT

36. 3 6
RESOURCES  ROTARY.ORG/MEMBERSHIP
• Connect to Membership Leads
• How to Manage Membership
Leads – (for clubs and districts)
• Online Membership Leads
course
• Managing Membership Leads
presentation and video

37. Q & A

38. THANK YOU
• Last workshop: Tues, February 18th 4-5pm –
Service Projects
• Tell your friends! All members of D5890
welcome.
• Feb 1st Transform Together – Change
Management Workshop (see district website)
• Questions? Contact GrowRotary@rotary.org