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Rotary Membership Process: Engage and Retain Active Members

This guide outlines the step-by-step process to attract, engage, and retain Rotary club members. From qualifications and initial contact to involvement in projects and committees, learn how to create a welcoming environment and ensure member participation. Discover the importance of induction ceremonies, pre-induction procedures, and the role of mentors in integrating new members. Explore strategies for reaching out to potential members through various channels to create awareness and promote the benefits of joining Rotary. With a focus on active club participation and retention, this resource emphasizes the key elements for a successful Rotary membership journey.

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Rotary Membership Process: Engage and Retain Active Members

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  1. THE MEMBERSHIP PROCESS FIND THEM BRING THEM IN KEEP THEM INTERESTED • Qualifications • Adult of good character • Proprietor, partner, officer, manager, or • Discretionary position in business/ profession, or • Retired from above • (Article V, Section 2, Rotary Constitution) • Membership Profile • Initial Contact • Personal • Phone • Mail • Get Them Involved • Red Badge Program • Assign a Mentor • New Member Forums • Committee Assignment • New Project Participation • Act as Greeters • Attend Fireside Chats • Club Visit • Cost • Introduction • Follow-up • Record • Information • District Brochure • Club Brochure • This is Rotary • Potential Projects Where to Look • Classification Survey • Friends / Family Members • Business Contacts • New / Existing Businesses • Places of Worship • Former • Rotaractors • GSE team members • RYLA awardees • Youth Exchange participants • Ambassadorial Scholars • Other • Address Resigning Members • Conduct Exit Interviews • Offer to forward contact information and dates of membership to another club • Pre-Induction • Benefits • Responsibilities • Cost • Opportunities • Further Information • Prospect Information • Approvals • Submit Proposal Form • (to Membership Chair) • Board Approval • Inform Club Members • (10 days for comments) REMEMBER:The key to retention is an active club with: good meetings, great programs, and lots of activities,in which all members are involved! • Creating Awareness • Advertising • Public Relations • Brochures • Induction • Formal Ceremony • Invite Family • New Member Packet In all of the above it is critical to get buy in from the club on goals and to identify who is responsible for each activity. HMH Rev. 8/25/04

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