PRESIDENT'S BRIEFCASE
A complete set of District folders, files, forms, etc. are filed under Member Area > Administration > Documents Download. The access level for each item is designated as either Public or Requires Login. The key documents that are designated as public can be accessed from the website (without Signing In to the Member Area).
As Club President, you lead and motivate your club, ensuring that club members feel valuable, inspired, engaged and connected to each other.
What you do
- Preside over club and board meetings
- Appoint committee chairs and members
- Conduct club assemblies
- Create a budget and manage club finances, including an annual audit
- Develop a safe environment for youth participants
- Work with your district governor and assistant governor
PRESIDENT'S ROLL [Full description and links to resources]
For a detailed month by month breakdown of key tasks, please refer to the "Timeline For Club Presidents" for your year (left side of page).
How to prepare
The year of planning before you take office is crucial to achieving the objectives you set out for your club. As president-elect, you work with your assistant governor and incoming leadership team to set annual goals that support your club’s strategic plan. In this year you should:
- Club President Essentials (My Rotary > Learning Centre > Club Leadership Courses.)
- Assess your club’s strengths, weaknesses, opportunities, and risks in order to set goals
- Develop an action plan for your annual goals, which support long-term achievements
- Appoint committee chairs
- Ensure continuity in leadership and service projects
- Attend Presidents Elect Learning Seminar (PELS)/Rotary Weekend
The Timeline For Club Presidents includes a the 6 months (January-June) prior to the start of your year to assist you with preparing.
Resources & reference
- The Rotary Action Plan
- Add club officers [via My Rotary - How To Instructions]
- Set Goals - Make Things Happen
- Build A Thriving Rotary Club -"Membership Is Everyone's Responsibility"
- Membership
- Diversity, Equity, and Inclusion
- The Rotary Foundation
- Rotary Youth Exchange Program
- Planning and Implementing a Community Service Project
- Clubs Requiring Special Attention/Support [Powerpoint Version]
- Habits of Successful Leaders
Tools
- Pay your club invoice (Rotary International Dues)
- Register for a webinar
- Rotary/Rotaract Mentorship Program
- Hosting Virtual/In-Person Meetings
Rotary support
- Immediate Past President
- Assistant Governor
- District leaders
My Rotary provides an extensive amount of resource material, supporting documents and information Club Presidents and club members. Learn how to create a My Rotary account.
A key section for Presidents and other club leaders is under "Manage" > "Club & District Administration". You can also view Foundation giving for individuals, your club and the district under Reports or Contributions.