Professional Documents
Culture Documents
Rotary Handbook
Rotary Handbook
HANDBOOK
CONTENT
Our Guiding Principles Strategic Planning Process Overview 00
What’s Rotary? 00 Meet our Vibrant Rotary Club 00
Four Way Test English 00 Rotary Protocol & Decorum 00
Four Way Test Hindi 00 Guideline for use of Electonic 00
Communications
Object of Rotary 00
Rotary’s Mission 00
Rotary’s Vision (6b is just as a sample) 00
Meetings
Rotary Calendar 00
Rotary’s Core Values 00
Weekly Meeting Guide 00
Rotarian Code of Conduct 00
Formal Invitation to Speaker 00
Avenues of Service 00
Letter of Thanks to Speaker 00
Online Club Meetings 00
History BOD Meeting 00
Our Founder - Paul P Harris 00
Club Assembly 00
Rotary Milestones 00
Ideal Installation Meetings 00
History of Rotary 00
Oath for Club officer 00
History of Rotary in India 00
History of Rotary in 3250 00 District Governor’s Official Visit Checklist 00
History of the 4-Way Test 00 OCV - Itinerary for the Day 00
History & Meaning of Rotary Wheel 00 OCV - Agenda for Offical Public Function 00
History of Women in Rotary 00 Rotary Event / Project Checklist 00
Rotary Themes History 00 Club Annual Calender - 52 Weeks 52 Ideas 00
Why the Rotary year begins July 1 00
Reporting
Administration Club Monthly Report 00
Map of Zones & District s in India 00 Club Membership & Attendance Report 00
How is Rotary Structured? 00 Reporting for GML 00
Assistant Governors 00 Report for Rotary News/Samachar 00
Roles & Responsibility of Club President 00
Roles & Responsibility of Club Secretaries 00 Club Central
Roles & Responsibility of Club Treasurer 00 My Rotary.org 00
Roles & Responsibility of Club Committees 00 How to Create a myrotary Account 00
Sgt-at-Arms 00 Tutorial: How to create a My Rotary Account 00
Club Inventory 00 Tutorial: How to Add An Officer 00
Effective Rotary Clubs 00 Tutorial:How to Add A Member 00
Club Leadership Plan - CLP 00 Tutorial: How to Remove A Member 00
Creating Your Club Leadership Plan 00 Tutorial: How to Update Club Data 00
Rotary Club Committee Structure 00 Tutorial: How to Pay Club Invoice 00
Sample Club Committee Structure 00 Tutorial How to Access Rotary Club Central 00
Rotary’s Strategic Priorities & Objectives 00 Tutorial: How to View Information 00
Tutorial: How to Set A Goal 00 Our Extended Arms
Tutorial: How to Report Progress On Goals 00 RCC 00
Tutorial: How to Record Service Activities 00 RCC Organization Form 00
Listing of club sponsored organizations 00 Rotary Action Groups 00
Getting Started with ROW 00 Rotary Fellowships 00
K nowledge is one of the keystones to success. The same holds true for Rotary. Year after year I have
seen Rotary leaders succeed because they have been serious about imbibing and sharing knowledge.
On the flipside I have seen Rotarians being disillusioned with Rotary for they have no idea about the
policies and programs of Rotary.
We are on an information highway. Knowledge is everywhere, on our fingertips, at the click of a button.
But this has also made us redolent. We do not try to make the effort.
Rotary’s website is masterpiece work – virtually every thing that you want to know about Rotary is there.
But sometimes one does get bogged down with the plethora of documents, data and details.
Governor Rajan wanted very much to come out with a Handbook for Club Officers and Rotarians in general,
which holds key articles and documents related to Rotary, that one could use as a reference guide. Like a
first step before you hit the website or other reference sources.
Rajan bounced his idea off me and so began our journey of assimilating this handbook. He fed me with
pull-outs from the website, old district directories and similar information-based publications from other
districts. My task was to rearrange it, check the credibility of the information, chisel the matter and
bring it out in as cohesive a manner as possible. So much of the material that we had collected was
out of date - Rotary is so dynamic and ever-changing, and so much has changed over the years – and
we had to retouch it.
Rajan & I have tirelessly worked on this handbook for over 4 months. We hope you go over it at leisure
and use it from time to time.
Wishing you the very best for a grand Rotary year 2020-21 – may you shine, spread hope and cheer and
achieve all that you set out for.
Sandeep Narang
Editor, Rotary Handbook
District Trainer 2020-21
Governor 2002-03, 3250
ROTARY HANDBOOK | 1
Governor's Message
Dear Trailblazer Club Leaders,
You can’t even begin a relationship, unless you know everything there is to know about it!
Rotary International is one of the most structured organizations of the world with a glorious history of
Service Above Self lasting over 115 years. In an ever changing and fast paced world, including Rotary -
flow of information, training and development is an indispensable function.
Information is liberating. Education is the premise of progress, in every society, in every organization. I
would encourage you to be informed - knowledge is power. Learn the rules of the game, so that you are
among the best.
Since our District 3250 is the sum total of what our clubs achieve individually, we need to do everything
in our power to ensure that club leaders perform at their peak. Friends, I am pleased to present to you
this Club Leaders Handbook, very meticulously designed by District Trainer – PDG Sandeep Narang (DG
2002-03, D 3250).
We have put in a lot of effort to design and deliver a very structured content. This ready reference guide
will definitely assist you to perform better as you prepare your game plan. The key is to use it to make it
results-driven.
I sincerely thank District Trainer PDG Sandeep for this wonderful treasure.
Anju joins me in wishing you and your families the very best as you start warming up for your special
journey of 365 days of Service Above Self.
Rajan Gandotra
District Governor 2020-21, D 3250
2| ROTARY HANDBOOK
What’s Rotary?
• Support education
• Grow local economies
ROTARY HANDBOOK | 3
The Four-Way Test
T he Four-Way Test is a nonpartisan and nonsectarian ethical guide for Rotarians to use for their
personal and professional relationships. The test has been translated into more than 100 languages,
and Rotarians recite it at club meetings:
4| ROTARY HANDBOOK
Object of Rotary
T he Object of Rotary is to encourage and foster the ideal of service as a basis of worthy enterprise
and, in particular, to encourage and foster:
SECOND High ethical standards in business and professions; the recognition of the worthiness
of all useful occupations; and the dignifying of each Rotarian’s occupation as an
opportunity to serve society;
THIRD The application of the ideal of service in each Rotarian’s personal, business, and
community life;
Rotary’s Mission
The mission of Rotary International is to support member clubs in fulfilling the Object of Rotary by:
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ROTARY HANDBOOK | 5
Our Vision Statement
Out of these focus groups, different elements emerged that were then tested
around the world to be sure they were culturally appropriate to both a Rotarian
and non-Rotarian audience. These elements became our 24-word vision
statement.
What would we like you to do? Share the vision statement with your fellow club
members. Think about what it means to your club. Let us chart a course for taking
action to create lasting change.
TO CREATE LASTING
6| ROTARY HANDBOOK
Rotary’s Core Values
LEADERSHIP
Deal fairly with others and treat them and their occupations with respect
Use my professional skills through Rotary to: mentor young people, help those with specific needs,
and improve people’s quality of life in my community and in the world.
Help maintain a harassment-free environment in Rotary meetings, events and activities, report any
suspected harassment, and help ensure no-retaliation to those individuals that report harassment.
ROTARY HANDBOOK | 7
Rotary’s Founder
The Paul Harris Story
8| ROTARY HANDBOOK
remained active in his professional practice for Toward the end of his club presidency, Harris
more than four decades. worked to expand Rotary beyond Chicago. Some
club members resisted, not wanting to take on the
Harris sought meaningful personal and spiritual
additional financial burden. But Harris persisted
relationships in addition to his professional
and by 1910 Rotary had expanded to several other
achievements. He attended religious services on
major U.S. cities.
Sundays but visited many different churches rather
than aligning himself with one congregation. Later Harris recognized the need to form an executive
in his life, he said that his religious affiliations board of directors and a national association. In
were, like himself, difficult to label. “I really have no August 1910 Rotarians held their first national
church affiliations … I am not easily classified; that convention in Chicago, where the 16 existing clubs
is to say my convictions are not that of that definite unified as the National Association of Rotary Clubs.
nature essential to whole-hearted affiliation with The new association unanimously elected Harris
the general run of churches. … Of course, these as its president.
days one can hear the best of preaching over the
At the end of his second term, Harris resigned,
radio and I generally hear three or four sermons
citing ill health and the demands of his professional
every Sunday.”
practice and personal life. He was elected president
Harris loved nature, and in 1908 he joined a emeritus by convention action, a title he held until
group that organized monthly Saturday afternoon his death.
walking trips through the forests, fields, hills, and
In the mid-1920s Harris became actively involved
valleys around the city. In 1911 the group became
in Rotary again, attending conventions and visiting
the Prairie Club, and Harris served as one of its
clubs throughout the world.
directors.
ROTARY HANDBOOK | 9
joined Harris on his visits to Rotary clubs around I.” Although he would write “Peregrinations III”
the world. After Harris died, Jean briefly continued (1937) about his trip to Central and South America,
to live at Comely Bank. She later sold the house and he never compiled “Peregrinations I.”
returned to her native Edinburgh, where she died
in 1963. The End of an Era
The Paul and Jean Harris Home Foundation purchased In December 1945, the Harrises traveled to
the house in 2005 and plans to restore it. Tuskegee, Alabama, for the winter months, a trip
they had made many times. In early 1946 Harris
Travels contracted influenza. Chesley R. Perry, a member
of the Rotary Club of Chicago and Rotary’s general
Harris wanted to write a special message for all
secretary from 1910 to 1942, traveled to Tuskegee
Rotarians to read, but at the time Rotary had no
and reported that Harris was receiving good
way to spread the word. Chesley R. Perry, Rotary’s
medical advice but remained weak: “He has had
first general secretary, suggested creating a
some lung trouble over many years. He was not
publication to disseminate news and club business,
getting the proper amount of sleep, nor proper
with the cost offset by advertisers. Thus, the
nourishment.” The Harris’s returned to Chicago on
“National Rotarian,” later “The Rotarian,” was born.
28 March 1946.
Harris’s article “Rational Rotarianism” appeared
on the front page of the first issue in January Harris died on 27 January 1947 in Chicago at age
1911. He wrote “Passing Our Tenth Milestone” to 78 after his prolonged illness. Funeral services
commemorate Rotary’s 10th anniversary in the were held at Morgan Park Congregational Church
February 1915 issue. on Chicago’s South Side. Three Rotary leaders
spoke: Perry, Past RI President T.A. Warren, and
In his book “This Rotarian Age” (1935), Harris
then RI President Richard Hedke. Past presidents
explored what causes people to do good things and
of the Rotary Club of Chicago served as pallbearers.
described how Chicago in 1905 was ripe for the
kind of change Rotary could offer. He also addressed Harris made it known that he preferred
Rotary’s future challenges and its potential as a contributions to The Rotary Foundation when he
force for world peace. died in lieu of flowers. By coincidence, days before
he died, Rotary leaders had committed to a major
In 1935 Harris and Jean traveled for three months
fund raising effort for the Foundation. After Harris’s
through Southeast Asia and Australia. Harris
death, the Paul Harris Memorial Fund was created
wanted to publish his account of this trip in a
as a way to solicit these funds. The Paul Harris
book that would become part of a series called
Memorial Fund was earmarked to help establish
“Peregrinations,” to describe his travels as an
Rotary Foundation Fellowships for advanced
ambassador of Rotary. He wrote “Peregrinations II”
study. At its May/June 1947 meeting, the Board of
about his trip to Southeast Asia and Australia (1935),
Directors allocated $60,000 of the $228,000 raised
thinking he would combine the pamphlet-style
to support the program. The program was known
reports he’d written about earlier trips to Europe
as the Paul Harris Foundation Fellowships for
and South Africa into a book called “Peregrinations
advanced study during the first year.
10 | ROTARY HANDBOOK
Rotary International Milestones
1905 First Rotary Club organized in Chicago, 1990 Rotary Club of Moscow chartered first club
Illinois, USA. in Soviet Union
1908 Second club formed in San Francisco, 1991 Preserve Planet Earth program
California, USA inspires some 2,000 Rotary-sponsored
environmental projects
1910 First Rotary convention held in Chicago
1994 Western Hemisphere declared polio-free
1912 The Rotary Club of Winnipeg, Manitoba,
Canada, becomes the first club outside the 1999 Rotary Centers for International Studies in
United States to be officially chartered. Peace and Conflict Resolution established
(The club was formed in 1910.) 2000 Western Pacific declared polio-free
1917 Endowment fund, forerunner of The 2001 30,000th Rotary club chartered
Rotary Foundation, established
2002 Europe declared polio-free; first class of 70
1932 4-Way Test formulated by Chicago Rotarian Rotary Peace Scholars begin study
Herbert J. Taylor
2003 Rotarians raise more than US$118
1945 Forty-nine Rotarians help draft United million to support the final stages of polio
Nations Charter in San Francisco eradication
1947 Rotary founder Paul Harris dies; first 18 2004 Rotary International hosts its largest
Rotary Foundation scholarships granted Convention in Osaka, Japan. A record 45881
Rotarians from 113 countries attended
1962 First Interact club formed in Melbourne,
Florida, USA 2005 Rotary celebrates its 100th anniversary
1965 Rotary Foundation launches Matching 2006 Only four countries remain Polio endemic:
Grants and Group Study Exchange Afganistan, India, Nigeria and Pakistan.
programs New Zealander Rotarian Bill Boyd inducted
as RI world president
1978 RI’s largest convention, with 39,834
registrants, held in Tokyo 2007 Rotary Foundation celebrates millionth
Paul Harris Award
1985 Rotary announces PolioPlus program to
immunize all the children of the world 2008 Rotary launches the Gates Foundation
against polio “End Polio” challenge
1989 Council on Legislation opens Rotary 2009 Rotary celebrates the 100th Rotary
membership to women worldwide; Rotary International convention in Birmingham,
clubs chartered in Budapest, Hungary, and England. The worlds largest artificial reef
Warsaw, Poland, for first time in almost 50 was built by a Rotary club in the Phillipines
years – in the shape of a Rotary Wheel
ROTARY HANDBOOK | 11
2011 India entered the Polio Free World Club of Nigeria, Pakistan, Afghanistan and
with no cases of Polio India
2012 Rotarian contributions for Polio Plus now 2014 India is officially certified as Polio Free
total over $800 million dollars. Rotary
2015 The last reported case of circulating vaccine
met the $200 million dollar challenge
– derived Polio virus (cVDPV) was 13
by the Bill & Melinda Gates Foundation
December 2014. The WHO decision in 2103
in 2012 and received a matching $355
to switch to inactivated virus injections
million dollar grant plus a $50 million
to avoid the risk of the vaccine–derived
bonus. More than 2 billion children have
outbreaks that occasionally occur from use
been immunized and the disease has been
of live-virus oral vaccine, is taking effect.
nearly eradicated from the world. Only a
few reported cases exist in remote areas 2016 100th year of The Rotary Foundation
Avenues of Service
12 | ROTARY HANDBOOK
History of Rotary
ROTARY HANDBOOK | 13
An endowment fund, set up by Rotarians in contributor to the global polio eradication
1917 “for doing good in the world,’’ became a Campaign. Rotarians have mobilized hundreds
not- for-profit corporation known as The Rotary of thousands of polio plus volunteers and have
Foundation in 1928. Upon the death of Paul Harris immunized more than one billion children
in 1947, an outpouring of Rotarian donations made worldwide. In 1986, Jean- Paul Moroval of France
in his honor totaling US$2 million, launched the was recognized as the millionth member of Rotary..
Foundation’s first program: graduate fellowships, The organization admitted women for the first
later called Ambassadorial Scholarships. time (world wide) in 1989 and claims more than
250,000 women in its ranks today.
In 1985, Rotary made a historic commitment to
all of the word’s children against Polio. Working in Today, 1.2 million Rotarians belong to some 35,000
partnership with non-governmental organizations Rotary clubs in more than 200 countries and
and national governments thorough its polio geographical areas, serving the world with 34 zones.
plus program, Rotary is the largest private sector
Rotary in India
Birth of Rotary India Manager of the Burmah Shell Oil Company Ltd, a
J
Britisher, was elected as President. Even before the
. Coombes, the manager of steel products
club got under way, members began leaving town.
company in Calcutta was on a business trip
With departures on long leave the Membership
in U.S.A. There he got interested in the Rotary
dwindled to half and finally the club had to be
movement and was impressed with the ‘Friendship,
closed down in 1931.
Fellowship, Service’. After his return to India in
1919, he organized a Rotary Club in Calcutta. The In Madras, Jim Davidson, with the help of F.C.
first meeting was held on 26th September 1919, James of the United Palters Association of South
and the Club was granted charter on January 1, India organized a meeting on May 10, 1929 with
1920, in 1921 S. C Rudra was admitted as the 30 Charter members, all Non-Indians. The first
first active Indian member with the classification President was C.G. Armstrong, Chairman of the
‘Mining Engineering’. In 1926 an Indian Honorary Madras Port Trust; and the first Secretary was
Secretary was elected in the person of Nitish C. Morton Chance, Manager of a hotel in Madras.
Laharry. Finally, an Indian, A.F.M. Abdul Ali, was The growth has been slow, perhaps due to the reason
elected as President, the first Indian to head a that India at that time was based essentially on
Rotary Club anywhere. agricultural economy while the whole framework
The Rotary Club of Bombay, launched by Jim of Rotary membership was based upon industrial
Davison, was added on 19th March 1929 with a and professional structure of society. Gradually as
charter strength of 38 members of whom 37 were India emerged to an economy issued on modern
Non-Indians; and the one and the only Indian was industrialization, extension of Rotary became
Sir Phiroze Sethna, a member of Indian Legislature, possible. Rotary club of Amritsar was born in 1933
who later became the District Governor. Jim and that of Bangalore in 1934. In 1935 five clubs
organized a pleasant group of 28 at Maiden’s were formed: Ahmedabad, Baroda, Jamshedpur,
Hotel Delhi on 26th April 1929. R.T.H. Meckenize, Poona and Sholapur, all fast developing Industrial
14 | ROTARY HANDBOOK
centers producing textiles, chemicals and iron and which was held at Colombo the attendance further
steel. Three clubs namely Cochin, Lucknow and improved to 210.
Surat were established in 1937. Rotary Club of In 1939 District 89 was bifurcated to create District
Cochin, then the only club in Kerala, was chartered 88 also which consisted of Afghanistan, Burma and
on 23rd August 1937. Of the 22 chartered part of undivided India. B. T Thakur, Col.Warren
members, 10 were Non-Indians. Another three Boulton and again B.T.Thakur were the D.G.s
Clubs – Asansol, Madurai and Rajkot came into between 1939 and 1942.
existence in 1938, and Agra, Salem and Jubulpore
The district conferences of District 88 were held
in 1939. Delhi Club was also revived in 1939. After
at Calcutta (regn.220), Bhopal and Agra (regn.82).
the World War II and India’s Independence in 1947,
District 88 was subsequently renumbered as
the real Indianisation of Rotary started. By the
District 90 which had one of its conferences at
end of Rotary Year 1946-47, there were 71 Clubs
Jamshedpur with Nitish C. Laharry as District
(14 in Gujarat, 10 in Maharashtra, 10 in U.P, 7 in
Governor. This conference had a registration of
Tamilnadu, 7 in Karnataka and 23 in other States)
154 and R.I. President’s representative was Sir
with a total membership of 3121 in 7 Districts as
Frederick James.
against 3 Clubs (with 235 members in 1929-30 in
Growth of Rotary in independent India was also
one provisional district, the District comprising of
sluggish. In seven years (up to 1954) only 54 clubs
India, Burma and Ceylon)
could be added. In 1950, there were only 198 clubs
Rotary Districts with a Rotarian strength of 7,785 in the whole of
Asia, the least numbers both in matter of clubs as
Up to 1931-32, Rotary clubs in India were non-
well as total number of Rotarians, among the six
districted. From 1932 to 1935 clubs in India, Burma
Rotary regions then existed.
and Ceylon were grouped under provisional District
A. On 1 July 1935 District 89 was formed with clubs By 1958, there were five Rotary districts in India,
in Afghanistan, Burma, Ceylon and undivided India. Ceylon, Burma, Pakistan, Nepal and Bhutan with
The first district governor was Sir Frederick E James about 7,500 Rotarians. In another ten years, there
(1935-36). Sir Phiroz Sethna followed him the next were 430 clubs and 16,055 Rotarians in these
year. Sir F. E. James had to be once again at the saddle countries.
due to the sudden death of Phiroz Sethna. In 1968-69, Pakistan became a separate district.
The first conference of Provisional District “A” was The number of districts in India was 12 in 1970-
held in 1932 at Calcutta with Sir F. E. James as the 71. From seventies the growth of Rotary in India
first governor with a total registration of 39. The picked up some momentum. The number of clubs
1934 conference was held at Bombay and 1936 which stood slightly above three hundred more
at Bangalore. Up to 1936, R.I. president was not than doubled in the next ten years. The same tempo
represented at the conferences and there was no continued in the first half of eighties also. In 1980-
conference in 1934-35. 81 there were 899 clubs in India in 14 R. I. Districts
with a membership of 35,172 Rotarians.
The first conference of Rotary District was in Madras
in 1936-37 under the governorship of Sir F E. The extension of Rotary in the second half of
James. Haji M.Eusoff represented the R.I.President eighties broke all the previous records. The number
at this conference which had a registration of of clubs chartered between 1985 and 1989 (five
63. The second conference was at Baroda which years) was more than double the number of clubs
had a registration of 121. At the third conference formed between 1975 and 1984 (ten years). Out
of the current strength of 1947 (1999 April figure)
ROTARY HANDBOOK | 15
clubs 19 percent of the clubs are those established of 1997, there were 1,791 clubs in India with a total
in five years between 1985 and 1989 (362 clubs). membership of 68,043.
In the first half of nineties also Rotary continued The first Asia regional conference was held in
to grow well. Of the existing Indian clubs 317 were Delhi in 1958 with a registration figure of 2,913.
chartered during these years. District 3140 alone The regional office established in Bombay in 1934
contributed 50 clubs during the period. was shifted to Singapore in 1939, but the same was
In the beginning of 1995-96, when the system of closed down in 1948. A full-fledged regional office
regions in the Rotary world was abolished and the new was opened in Delhi in 1984. Another Asia regional
zone system was introduced, India had 1654 Rotary conference was held in Delhi in 1987 and this
clubs in 28 districts and the number of Rotarians regional conference broke all previous registration
was 58,777. In 1996 there was remarkable growth of records with its 10,501 registrations. Delhi again was
Rotary in India, thanks to Calgary Challenge, as many fortunate to host the Council on Legislation in 1998.
as 133 clubs were chartered in 1996. In 1995 the During the last 85 years of Rotary’s existence in India,
number of new clubs was only 74. In the first quarter several world leaders emerged from this region.
16 | ROTARY HANDBOOK
Rotary in District 3250
District 326 was further bifurcated in to two districts 325 and 326 on
01.07.1984. At that time 38 clubs were there in unified Bihar in district 325
and late Dhanesh Pandey of Rotary Gaya was the first District Governor in
1984-85 and the district conference was held in Gaya.
District 325 was re-numbered as District 3250 on 01.07.1992 and Rtn. B.N.
Singh of Rotary Patna Mid Town was the first Governor in 1991-92. The
first district conference outside the district was on PDG G.V.Raghavan who
held is conference in Nepal.
The first Rotary International Director from 3250 is Kamal Sanghvi from
the Rotary Club of Dhanbad for the years 2019-21.
ROTARY HANDBOOK | 17
The 4-Way Test – A History
18 | ROTARY HANDBOOK
How Rotary’s emblem evolved
ROTARY HANDBOOK | 19
convention formally approved them. For many The Rotary wheel is also referred to as “The Mark
years, descriptions of the emblem simply referred of Excellence”.
to an article called “Redesigning the Rotary Wheel”
in the January 1920 issue of The Rotarian, which The Rotary emblem today
announced the Board’s decision.
For many years, the wheel stood alone as our
By 1924, Bjorge’s design had been modified to logo. Although the words “Rotary International”
include a keyway. This addition has been attributed are embedded in the wheel, they’re hard to read
to Will R. Forker, of the Rotary Club of Los Angeles, from a distance. So in 2013, Rotary expanded the
California, USA. He was reported to have said official logo to include the word “Rotary” next to
Bjorge’s design made no provision for the transfer the wheel.
of power to or from a shaft, rendering the wheel
The Rotary wheel remains our mark of excellence.
idle. Forker perceived Rotary as a “living force,”
In addition to being part of the official logo, it may
and inserting a keyway into the hub made the new be enlarged for greater impact and used separately
wheel a “real worker.” but near the logo.
In January 1924, the Board formally approved
the emblem that was then in use. Not all written Using the emblem
descriptions were updated immediately, however. The Rotary emblem, like Rotary’s name and other
To clear up any confusion caused by the various logos, is a registered trademark. Clubs, districts,
decisions about the emblem between 1912 and and Rotary Entities are welcome to use the Rotary
1929, a standard description of the existing emblem subject to the guidelines for the use of
design, with a keyway, was approved by the 1929 the Rotary Marks as set forth by the RI Board of
convention. Directors. These guidelines govern the use of the
Rotary Marks on all merchandise, promotional
A wheel has been the symbol of Rotary since our
materials, and publications, including domain
earliest days. The first design was made in 1905
names and websites.
by Chicago Rotarian Montague Bear, an engraver,
who drew a simple wagon wheel with a few lines For current guidelines on size and placement,
to show dust and motion. The wheel was said to see Rotary’s voice and visual identity
illustrate “Civilization, Movement and Service work guidelines. Clubs can download the logo
in action.” Most of the early clubs had some form of and find templates to create club logos in
wagon wheel on their publications and letterheads. our Brand Center.
20 | ROTARY HANDBOOK
Women in Rotary
1950
An enactment to delete the word “male” from the Standard Rotary Club Constitution is
proposed by a Rotary club in India for the Council on Legislation meeting at the 1950 Rotary
Convention.
1964
The Council on Legislation agenda contains an enactment proposed by a Rotary club in
Ceylon (now Sri Lanka) to permit the admission of women into Rotary clubs. Delegates
vote that it be withdrawn. Two other proposals to allow women to be eligible for honorary
membership are also withdrawn.
1972
As more women begin reaching higher positions in their professions, more clubs begin
lobbying for female members. A U.S. Rotary club proposes admitting women into Rotary at
the 1972 Council on Legislation.
1977
Three separate proposals to admit women into membership are submitted to the Council
on Legislation for consideration at the 1977 Rotary Convention. A Brazilian club makes a
different proposal to admit women as honorary members.
ROTARY HANDBOOK | 21
The Rotary Club of Duarte, California, USA, admits women as members in violation of the
RI Constitution and Standard Rotary Club Constitution. Because of this violation, the club’s
membership in Rotary International is terminated in March 1978. (The club was reinstated in
September 1986.)
1980
The RI Board of Directors and Rotary clubs in India, Sweden, Switzerland, and the United
States propose an enactment to remove from the RI and club constitutions and bylaws all
references to members as “male persons.”
1983-86
In a lawsuit filed by the Duarte club, the California Superior Court in 1983 rules in favor of
Rotary International, upholding gender-based qualification for membership in California Rotary
clubs. In 1986, the California Court of Appeals reverses the lower court’s decision, preventing
the enforcement of the provision in California. The California Supreme Court refuses to hear
the case, and it is appealed to the U.S. Supreme Court.
1987
On 4 May, the U.S. Supreme Court rules that Rotary clubs may not exclude women from
membership on the basis of gender. Rotary issues a policy statement that any Rotary club in
the United States can admit qualified women into membership.
The Rotary Club of Marin Sunrise, California (formerly Larkspur Landing), is chartered on 28
May. It becomes the first club after the U.S. Supreme Court ruling to have women as charter
members.
Sylvia Whitlock, of the Rotary Club of Duarte, California, becomes the first female Rotary club
president.
1988
In November, the RI Board of Directors issues a policy statement recognizing the right of
Rotary clubs in Canada to admit female members based on a Canadian law similar to that
upheld by the U.S. Supreme Court.
1989
At its first meeting after the 1987 U.S. Supreme Court decision, the Council on Legislation
votes to eliminate the requirement in the RI Constitution that membership in Rotary clubs be
limited to men. Women are welcomed into Rotary clubs around the world.
22 | ROTARY HANDBOOK
1990
As of June, there are about 20,200 female Rotarians worldwide. The Rotarian runs a feature on
women in Rotary.
1995
In July, eight women become district governors, the first elected to this role: Mimi Altman,
Gilda Chirafisi, Janet W. Holland, Reba F. Lovrien, Virginia B. Nordby, Donna J. Rapp, Anne
Robertson, and Olive P. Scott.
2005
Carolyn E. Jones begins her term as the first woman appointed as trustee of The Rotary
Foundation.
2008
Catherine Noyer-Riveau begins her term as the first woman elected to the RI Board of
Directors.
2012
Elizabeth S. Demaray begins her term as RI treasurer, the first woman to serve in this position.
2013
Anne L. Matthews begins her term as the first woman to serve as RI vice president.
2018
Brenda Marie Cressey begins her term as the first woman to serve as vice-chair of The
Rotary Foundation. In April-June 2019 she serves as chair of the Foundation, the first woman
appointed to this role.
2019
As on January 1, 2019 there are about 277500 women members in Rotary – about 23% of the
total women strength.
ROTARY HANDBOOK | 23
Rotary Themes
24 | ROTARY HANDBOOK
1983-1984 Share Rotary - Serve People
1982-1983 Mankind is One-Build Bridges of
Rotary’s
Friendship Throughout the World
Involvement with
1981-1982 World Understand and Peace
1980-1981 Take Time to Serve Polio Eradication
1979-1980 Let Service Light the Way
1978-1979 Reach Out
1977-1978 Serve to Unite Mankind
1976-1977 I Believe in Rotary
O n 29 September 1979, When James L. Bomar
Jr., then RI president, along with volunteers
put the first drops of vaccine into a child’s mouth,
1975-1976 To Dignify the Human Being at a health center in Guadalupe Viejo, Makati, he
1974-1975 Renew the Spirit of Rotary ceremonially launched the Philippine poliomyelitis
immunization effort. Rotary’s first Health, Hunger
1973-1974 A Time for Action
and Humanity (3-H) Grant project was underway.
1972-1973 Let’s Take a New Look and Act
Bomar and Enrique M. Garcia, the country’s
1971-1972 Good Will Begins with You minister of health, had earlier signed an agreement
1970-1971 Bridge the Gaps committing Rotary International and the
1969-1970 Review and Renew government of the Philippines to a joint multiyear
effort to immunize about 6 million children against
1968-1969 Participate
polio, at a cost of about $760,000.
1967-1968 Make Your Rotary Membership
Effective The project’s success led Rotary to make polio
eradication a top priority. Rotary launched
1966-1967 Better World through Rotary
PolioPlus in 1985 and was a founding member
1965-1966 Action, Consolidation and of the Global Polio Eradication Initiative in 1988.
Continuity Through decades of commitment and work by
1964-1965 Live Rotary Rotary and our partners, more than 2.5 billion
1963-1964 Meeting Rotary’s Challenge in the children have received the oral polio vaccine.
Space Age In the 1950s, 60s, and 70s, virtually every person
1962-1963 Kindle the Spark Within knew someone in their family or circle of friends
1961-1962 Act. Aim for Action. Communication who had polio. In the early 1950s, there were
For Understanding. Test for annually over 55,000 cases of polio in the United
Leadership. States. Worldwide there were perhaps 500,000
cases of polio. Of that number 50,000 children a
1960-1961 You are Rotary - Live it! year would die from polio and thousands more
1959-1960 Vitalize! Personalize! Build Bridges would be crippled, paralyzed or suffer lifelong
of Friendship disabilities.
1958-1959 Help Shape the Future In 1978, Rotary had a committee, appointed by R.I.
President Clem Renouf, to design a new direction
1957-1958 Enlist-Extend-Explore-Serve
for Rotary. It was called the Health, Hunger and
1956-1957 Keep Rotary Simple Humanity Committee. One proposal was from the
1955-1956 Develop Our Resources Philippines. Rotary approved the project; some 6
ROTARY HANDBOOK | 25
million children were immunized against polio. It Health Organization, UNICEF, and the US Centers
was a huge success. for Disease Control.
A couple years passed, and another Rotary At that time, in 1988, you could find polio in 125
committee was created in 1982 by R.I. President nations of the world and it was estimated that there
Stan McCaffrey called the New Horizons were 350,000 cases of polio in the world every year.
Committee. This group had the job of “looking But Rotary took on the project – one country at a
into the future of Rotary to see what tasks or new time. The first big immunization day was in Mexico,
directions Rotary could take on the future.” A letter where 13 million children were immunized.
from Rotarian John Sever suggested that we might
Rotary Clubs became “Polio Plus Partners” to
provide polio vaccine for all the children in the
raise funds for National Immunization Days. The
world. The committee thought that was a good
Partners purchased iceboxes, colorful vests, caps,
idea, so it was one of the 35 suggestions to the R.I.
leaflets, street banners and many other items
Board of Directors. So, in l982 the Board of Rotary
needed to mobilize whole nations to immunize
International approved the idea of giving polio
their children. Rotarians and health workers have
vaccine to all the children in the world. The project
gone to the most remote areas of the world by
was called “Polio 2005.”
canoe, camels, elephants, horseback, motorbikes,
Two or three years went by, and finally in 1985, and every other conceivable vehicle to reach all
Dr. Carlos Canseco, RI President from Monterrey, the world’s children. The civil war in Sudan was
Mexico said that if we were going to get the task stopped for 4 days to immunize children thanks to
done by 2005, we should get started. So, he called Rotary’s efforts!
Dr. Albert Sabin to Evanston Rotary organized a By 2005, over 99% of the children of the world had
meeting of some of the world’s most distinguished received polio vaccine. And Polio remained only in
medical and public health leaders. Dr. Sabin said four countries.
it would cost at least $100 million dollars and we
would have to immunize 500 million children. In 2012, India surpassed one year without any
polio case and in 2014 India is certified polio free.
So, Rotary set a goal of $ 120,000 to raise the funds, Since 2017, Nigeria too has had no cases of polio.
and the name of the project was changed to “Polio
Plus.” It was the first major fund raising campaign In 2007, the Bill & Melinda Gates Foundation joined
by Rotarians of the world for a single project. Rotary in its commitment to ending polio. Since
However, by 1987 Rotary had surpassed the goal 2013, the Gates Foundation has matched every $
and actually raised $240 million. So, Rotary leaders 1 Rotary commits to polio eradication 2-to-1, up to
went to the World Health Organization and said we $ 35 million per year. Rotary, with matching funds
want to eradicate polio. It was not well accepted from the Gates Foundation, has contributed more
by all the WHO leaders who represented some of than $ 1.6 billion to end polio.
the most knowledgeable health authorities in the Since we started the fight against polio, we have
world. Rotary was “just a service club.” Finally, reduced the number of polio cases by 99.9%. The
when Rotary told them that they had over a million leaders of the world have clearly expressed that
volunteers and $247 million in their pocket, they without Rotary International this monumental
agreed. So Rotary became full partners of the World achievement would never be accomplished.
26 | ROTARY HANDBOOK
Why the Rotary year begins on 1 July
E ver wonder why 1 July is the beginning of the Rotary year? Initially, our
conventions played a key role in determining the start date of our fiscal
and administrative year.
Rotary’s first fiscal year began the day after the first convention ended, on
18 August 1910. The 1911-12 fiscal year also related to the convention,
beginning with the first day of the 1911 convention on 21 August.
The next August, the Board of Directors ordered an audit of the International
Association of Rotary Clubs’ finances. The auditors recommended that the
organization end its fiscal year on 30 June to give the secretary and treasurer
time to prepare a financial statement for the convention and board, and to
determine the proper number of club delegates to the convention.
The term “Rotary year” has been used to signify Rotary’s annual
administrative period since at least 1913. An article in The Rotarian that
July noted, “The Rotary year that is rapidly drawing to a close has been
signalized by several highly successful joint meetings of Clubs that are so
situated as to assemble together easily and conveniently.”
Since the executive committee’s decision in 1913, the end of the Rotary
year has remained 30 June.
ROTARY HANDBOOK | 27
28 | ROTARY HANDBOOK
How is Rotary Structured?
Rotary Club Members activities, the better overall experience you will
T
have as a member.
here are more than 1.2 million Rotary club
members, or Rotarians, around the world. Districts and Zones
Your potential to do good in your community as
Rotary clubs are grouped into districts. District
a Rotarian is far greater than it was before you
governors serve
an important role in Rotary.
joined. You’ll have the privilege of working with
They’re nominated by clubs in
their districts
other professionals and the opportunity to make a
for their leadership skills, Rotary experience,
difference in the lives of others by bringing together
and dedication to service. They are trained
your expertise, skills, and resources.
extensively both in their regions and all together
Rotary Clubs at the International Assembly. District governors
serve a one-year term, leading a team of assistant
The club is the most important component
of
Rotary’s organizational structure. There
are over governors and district committees to support and
35,000 Rotary clubs in more than
220 countries and strengthen clubs and motivate them to carry out
geographical areas.
Rotary clubs are autonomous, service projects. Governors visit each club in the
so the
member experience varies from club to
club. district during the year, oversee the development
However, they all operate somewhat
similarly. For of new clubs, and plan the district conference and
example, all clubs have presidents, secretaries,
and other special events. Districts are organized into
treasurers and committees that help them run regional zones, each led by a team of regional
smoothly. Each Rotary club is considered a member leaders. Finally, your Rotary club belongs to the
of Rotary International. Strong, well-run clubs global association, Rotary International (RI), led by
enhance our members’ experiences and deliver the RI president and the RI Board of Directors.
valuable service to our communities.
The RI president is elected to a one-year term,
during which she or he presides over the Board of
Club Meetings Directors. The RI Board of Directors and The Rotary
Rotary clubs hold regular meetings where
their Foundation Trustees govern our organization
and
members gather to socialize and to
discuss their its Foundation. The Board sets policies that aim to
current projects, other Rotary
matters, and help clubs thrive. Clubs elect members of the Board,
professional topics. While
most clubs meet in or directors, every year at the Rotary International
person, some clubs meet
primarily online or have Convention. Each director serves for two years
a combination of
in-person and online meetings. and represents one of the Rotary zones. The Board
Rotary is
both apolitical and nonreligious, of Trustees manages the business of The Rotary
and Rotary
clubs are encouraged to create an Foundation. The Rotary International president-
inclusive
environment for all club members at
elect appoints Trustees to four-year terms.
their meetings. Meetings can be formal or informal
and can include food and drinks, speakers, an There are over 35,000 Rotary clubs grouped into
open forum for discussion, or group activities. The about 530 districts. These districts are organized
more you participate in your club’s meetings and into 34 regional zones.
ROTARY HANDBOOK | 29
Assistant Governors
Stay up to date on Rotary initiatives Districts are responsible for determining any
Share status of clubs with successor financial support provided to assistant governors.
30 | ROTARY HANDBOOK
Roles & Responsibility of Club President
A s president, you lead and motivate your club, ensuring that club members feel valuable, inspired, and
connected to each other.
ROTARY HANDBOOK | 31
Roles & Responsibility of Secretary
A s club secretary you help your club run smoothly and effectively. You also monitor club trends to
help identify strengths and areas for improvement, and share this information with club and district
leaders.
32 | ROTARY HANDBOOK
Roles & Responsibility of Club Treasurer
A s club treasurer you play an important role in your club’s ability to carry out service projects, fundraise,
and support The Rotary Foundation.
ROTARY HANDBOOK | 33
Roles & Responsibility of Club Committees
A s a club committee member you help make your club a successful, thriving, and fun place. Whether
you have been appointed as a committee chair or serve as a committee member, you can help your
club improve your communities and develop leaders.
and activities
Supervises and coordinates the Rotary support
committee’s work
Outgoing committee chairs and members
Reports activities to club board
Assistant governor
District committees
How to prepare Regional coordinators
34 | ROTARY HANDBOOK
The Sergeant-at-Arms: Club Leadership at
Work
ROTARY HANDBOOK | 35
ss Name badges. Be sure that all members are ss Farewell to guests - when the meeting breaks
wearing their name badges. These are especially up, encourage members to speak to the guests,
helpful to visitors and new members. especially to those who took part in the meeting,
and express thanks and pleasure at having them
ss 5 minute warning. It is important to start on
visit the club.
time.
ss At the induction of a new member, escorts the
ss See that members are seated promptly and
new member and partner to the ceremony point
without confusion; if feasible, there are no vacant
The Sergeant stands with the new member
places between members; make sure the food is
during the induction. At the conclusion the
served promptly.
sergeant escorts the new member back to his/
ss Conduct the Fines Session with the correct her seat.
decorum.
Checklist
Seating Arrangements Lighting Members ID
Head Table Club Banner Attendance Register
National Anthem Agenda Make up Cards
Gong & Gavel Rotary Flag Club Pendants
National Flag Sound System Refreshments
Name Boards President’s Collar
Theme Banner Rotary Pin
Duties
Receiving Guests Maintaining discipline
Starting the Meeting on Time Banning of Smoking
Calling the house to order To see that cell phones are kept on silent mode
Placing collar on President or switched off
Controlling the time according to Agenda
36 | ROTARY HANDBOOK
Club Inventory
ROTARY HANDBOOK | 37
Handover Checklist
At Taking Over
At Installation
Club Charter
Gavel
President’s Collar
Bell
Awards and certificates
38 | ROTARY HANDBOOK
Effective Clubs Club Leadership Plan
ROTARY HANDBOOK | 39
structure for Rotary clubs makes it easier for goals that address each avenue of service. The
Rotary club leaders to focus their efforts on service operational needs of the clubs are addressed by
rather than administration. In addition, the Club the five standing committees: Club Administration,
Leadership Plan provides for better succession Club Public Relations, Membership, Service
planning and continuity. Projects, and The Rotary Foundation.
40 | ROTARY HANDBOOK
What does the Rotary Our club is only two years
Foundation Committee do? old. Why should we adopt
The club Rotary Foundation committee works to the Club Leadership Plan?
ensure that your club participates in the programs All clubs should consider the CLP as it reflects the
of your foundation and provides the funds to best practices of effective Rotary clubs as developed
support these programs. The Rotary Foundation by Rotary during the first 100 years. New clubs
awards millions of dollars in humanitarian, will benefit by the experience of existing Rotary
educational and Polio Plus grants in support of the clubs by implementing the operational processes
Object of Rotary. Your club level committee pursues included in the Club Leadership Plan.
these types of grants to support the service efforts
of your club. What resources are available
How can the Club Leadership to support the Club Plan?
The Club Leadership Plan publication, includes
Plan be adapted to different information of the plans’ policy, implementation
steps with strategies for achieving them, and a
size clubs? recommended time frame for implementation.
Rotary clubs range in size from less than 20 On the RI website, a resource page for the Club
members to more than 200. The Club Leadership Leadership Plan includes RI Board policy, a work
Plan focus on continuity, consensus, and sheet for implementation, the recommended
involving all members would benefit any size Rotary club bye laws, and the planning guide for
Rotary club. Clubs can adapt the recommended effective Rotary clubs, a goal setting tool.
committee structure to meet their needs. Smaller
At the district level, your district governor and the
clubs should start with the basic five committees
assistant governor will help your club implement
and add committees as needed. Larger clubs may
the plan and ensure that the five standing
wish to add committees or create sub committees
committees and the corresponding district
to meet their service goals and to involve all
committees supporting their work and sharing
members.
resources.
ROTARY HANDBOOK | 41
Creating your
Club Leadership Plan
ss Past, present, and future leaders participate Our club has strategies for keeping all
in making decisions members active in the club:
Our club has fun social activities planned for ss Members are involved in projects
the year: ss New members are assigned mentors
ss Networking and socializing events Our club has committees that support our
ss Events that welcome families needs:
ss Administration
Our club has a comprehensive training plan
that includes: ss Membership
ss Public relations
ss District conference
ss Rotary Foundation
ss District membership seminar
ss Service
ss District public image seminar
ss Other:
ss District Rotary Foundation seminar
ss Other:
ss New member orientation
Other:
42 | ROTARY HANDBOOK
Rotary Club Committee Structure
ROTARY HANDBOOK | 43
Sample Club Committee Structure
R otary recommends five club committees. Clubs can add, eliminate, or combine committees or
subcommittees according to their interests, activities, and number of members. Assistant governors
or district governors can help club leaders determine suitable subcommittees.
44 | ROTARY HANDBOOK
OPTION 3: Large Rotary Club Committees
OMMITTEES
ROTARY HANDBOOK | 45
Rotary's Strategic Priorities and Objectives
46 | ROTARY HANDBOOK
Strategic Planning Process Overview
ROTARY HANDBOOK | 47
Meet Our Vibrant Rotary Club : A Case
Study
48 | ROTARY HANDBOOK
Decide what you’d like your club to be Decide on your annual goals, and enter
like in three to five years. them into Rotary Club Central.
Plan an annual visioning session, and use Focus on something your club is good
the Rotary Club Health Check to identify at, and make it something your club is
your club’s strengths and areas that need great at.
improvement.
Update committees once a month on your
Use the Strategic Planning Guide to set goal progress.
long-term goals.
Communicate openly in your club.
Hold club meetings that keep
members
engaged and informed.
Share information at club meetings, on
your club website, and through social
Conduct the Member Satisfaction Survey
media, and check regularly to see how
to find out what your members like and
members are feeling.
don’t like about your club, and create a
Use the templates and resources in the
plan for implementing changes.
Rotary Brand Center to create your club
Vary your meeting format to include a
brochures and newsletters.
mix of traditional and online meetings,
service projects, and social gatherings.
Adapt your club’s bylaws to reflect the
Prepare members for future roles to way the club works.
smooth leadership transitions. Involve your members when you review
Ensure continuity by making appointments your club’s bylaws every year.
for multiple years, having a current, Edit the Recommended Rotary Club
incoming, and past chair on
each Bylaws template to reflect new practices
committee.
and procedures.
Conduct on-the-job training for incoming
club officers, and have job descriptions for Make sure all members are involved in
each officer.
activities that genuinely interest them.
Conduct a member-interest survey, and
Develop strong relationships within
use the results to plan projects, activities,
your club.
and engaging meetings.
Find suggestions in Introducing New Get new members involved early by
Members to Rotary. learning their interests and giving them a
Sit with different people at each meeting.
role in the club.
Coach new and continuing members in
Create practical committees for your
leading.
club.
Appoint a club training committee to
Small clubs: Consider how you can combine
oversee training for members.
the work of committees.
Use the Leadership in Action guide on
Large clubs: Create additional committees
starting a program to develop members’
to get all members involved.
leadership skills.
ROTARY HANDBOOK | 49
Rotary Protocol & Decorum
50 | ROTARY HANDBOOK
Guidelines for the use of Electronic
Communications
ROTARY HANDBOOK | 51
Replies should be placed at the top of a message for For logistical reasons, The RI President cannot
easy reference. respond to all Email. Rotarians are encouraged to:
All policies and procedures contained in the Rotary First communicate on issues with their
International Manual of Procedure pertaining Governor or, if appropriate, Task Force
to circularization shall be applicable to all Email Coordinators.
communication. Consider communicating with Secretariat
staff listed in the Rotarian Magazine.
Brevity The database of Email addresses for this
communication chain is both stored by and
Brevity in all Emails is encouraged. Wherever
managed by the Secretariat. Security of
possible, “ copy and paste” content into the body
this information is important, and requests
of the Email message, rather than add attachments.
for access to this information by others
When attachments must be used, employ some file
will require the approval of The President
form generally used by everyone, such as Adobe
or the General Secretary. It is envisioned
Acrobat file form or rich text format.
that The President would give permission
for the Webmaster to have access to the
Communication Chains, Email addresses of the Governors and Club
Database Security and Presidents to carry out his instructions
on Emails. And it is envisioned that
Management : the General Secretary might give such
The President, the District Governor, approval to a staff person for a particular
the Club President communication purpose. The Secretariat
and/or the Webmaster will execute this
The communication chain between these three
communication.
offices is considered special and reserved. In this
key communication chain, organizational structure Other key Rotary Leaders: Task Force
is to be respected: The President should always Appointees, DICO, DTFC, DMDC, CICO
copy the District Governor on communications via This communication chain is essential
Email with the Club Presidents. The Club President to the successful operation of the Task
should always copy the Governor should they Forces and of Rotary Administration. This
communicate with the President. Others are not database will be stored at the Secretariat
expected to use this communication chain as an and managed by the Secretariat, but will be
email communication path. available to the Chairs of the Task Forces,
and other Key Rotary Leaders as approved
The President will communicate via Email with by The President or the General Secretary.
District Governors and club Presidents bi-monthly At this time, it is envisioned that such Email
using an Action Team Update. Only under special activity will be done outside the Rotary
circumstances, which, in the judgment of The based Email system.
President use broadcast Email to these groups
more frequently. These same general guidelines Incoming District Governors, Incoming
are commended to the District Governor in Club Presidents
communicating to the District. This communication chain is essential to
community and to the President elect`s
52 | ROTARY HANDBOOK
planning. This data base will be stored Rotarians included in the “exception”
at the Secretariat and managed by the list in Guideline #3 shall be presumed to
Secretariat, but will be available to the have given permission to receive Email
President elect, and other Key Rotary pertaining to their positions.
Leaders as approved by The President
5. There should be no presumption of delivery
elect or the General Secretary.
of Email, unless the Email is acknowledged
Update and distribution of Database
by the recipient.
When approved, MIS will provide update
Email addresses in electronic format as an 6. E-groups and other bulk mailing lists shall
Excel spreadsheet, on a routine and regular not be used for expressing political views
basis during the first week of each month. or for the distribution of “spam,” such as
jokes and the like.
Additional of Key Positions to the www.
rotary.org Registration system 7. All policies and procedures contained
The General Secretary will review and in the Rotary International Manual of
approve all additions of Key Positions to Procedure pertaining to circularization
the Registration system. shall be applicable to all Email
communication.
Email Guidelines for 8. E-mail lists shall not be published in
Rotarians any form that is available to the public.
1. Email pertaining to Rotary should contain Websites containing mailing lists or
“Rotary” in the subject line. individual e-mail addresses (other than
the e-mail addresses of the webmasters)
2. All Rotary Email should contain a signature should be password protected. Such
block that includes the name of the person passwords should not be distributed to
sending the Email and the sender`s title or non-Rotarians.
committee designation (if any).
9. All users of e-mail should be encouraged
3. No Rotarian should be added to an to maintain an up-to-date version of virus-
“e-groups” or other type of bulk mailing checking software on their computers.
list without that person`s permission;
excepting mailing lists specifically 10. Whenever possible, attachments to
established for RI Directors, Trustees, e-mails should be avoided. Copy and paste
and Officers (including, but not limited information into the body of the email. If
to District Governors, District Governors an attachment is absolutely necessary, the
elect, District Governors Nominee), as well attachment should be scanned to ensure
as RI Committee members, RI Task Force that it is virus free before it is sent.
Chairmen and Coordinators, DICO`s, CICO`s 11. Brevity in email messaged is encouraged.
and Club President. No Forwarding of email without consent.
4. By virtue of having accepted the duties Copying large numbers of Rotarians is
and responsibilities of their positions, discouraged.
ROTARY HANDBOOK | 53
Rotary Calendar
August 2020
Membership and New Club Development Month
September 2020
Basic Education and Literacy Month
October 2020
Economic and Community Development Month
24 October — World Polio Day
November 2020
Rotary Foundation Month
2-8 World Interact Week
December 2020
Disease Prevention and Treatment Month
January 2021
Vocational Service Month
February 2021
Peace and Conflict Prevention/Resolution Month
7-11 February — International Assembly, Orlando, Florida, USA
23 February — Rotary’s Anniversary
March 2021
Water and Sanitation Month
8-14 March — World Rotaract Week
April 2021
Maternal and Child Health Month
May 2021
Youth Service Month
June 2021
Rotary Fellowships Month
12-16 June — Rotary International Convention, Taipei, Taiwan
54 | ROTARY HANDBOOK
Weekly Meeting Guide
Given below is a formal weekly meeting guide for clubs. President and Secretary must ensure that this is
followed.
Topic : _________________________________________________________________________________________________________
AGENDA
1. Meeting called to order 9. Rotary information
2. National Anthem 10. Announcement by Secretary / Members
3. Object of Rotary 11. Introduction of the Chief Guest / speaker
4. Recitation of Four Way test 12. Speech by Speaker (20 minutes)
5. Welcome address by the Club President 13. Presentation of the Memento to the Speaker
6. Welcome to visiting Rotarians 14. Vote of Thanks
7. Members to introduce their guests 15. Sgt at arms Announcement
8. Birthday Greetings /Wedding day Greetings 16. Adjournment
to Rotarians
Important Notes
The President must call the meeting to order and adjourn.
Person introducing or giving Vote of Thanks should be pre-decided.
Restrict Rotary matters to 25 minutes.
Maintain protocol in welcoming.
Crisp agenda. Type written and clipped order. No shuffling of papers.
Club banner with R.I. Theme must be prominently placed.
Benediction is as per club’s traditions.
Display of 4 Way Test is recommended.
ROTARY HANDBOOK | 55
Formal Invitation to Speaker
Date
Further to our telephone/E-mail communication the undersigned had with you, we thank you for accepting
our request for being a guest speaker at the Regular Meeting of our Club on ___________________________ day),
__________________________ date) at __________________________ (time) at _______________________________________
(venue with complete address) on the topic ________________________________________________
We shall be happy to make appropriate pick-up and drop arrangements from/to your office/residence.
Our current membership strength is around __________________________ members; and in our midst, we have
entrepreneurs, professionals and businessmen in varied vocations.
The meeting will start at ………. pm and will last for one hour. The first and last ten minutes are devoted to
Rotary and Club matters. After your introduction, you would have 20 minutes for your topic, which will
then be followed by Questions & Answers. . the meeting will be preceded/followed by high tea/dinner.
Please let us know if you require audio visual aids (slide projector, laptop, OHP, LCD projector ) so that we
can arrange for the same.
Kindly confirm your acceptance either by phone or email. We would appreciate if you can email or
whatsapp your brief bio-data, for appropriate introductions at the meeting.
Our contact person is Rtn__________________________ and his mobile number is __________________________ his is
Email ID is __________________________
Yours in Rotary,
__________________________
Rtn ________________
Chairman, Program Committee I President I Secretary
56 | ROTARY HANDBOOK
Letter of Thanks to the Speaker
Date
On behalf of the Rotary Club of __________________________ kindly accept our sincere thanks for addressing
our members as a guest speaker on __________________________ on the topic _____________________________________ .
Your depth of knowledge of the subject, your art of communication and oratory has impressed, captivated
and enriched our members.
Enclosed herewith is a photograph of the occasion as a memory of the evening for your personal archives.
Yours in Rotary,
__________________________
Rtn _______________
Chairman, Program Committee / President / Secretary
ROTARY HANDBOOK | 57
Online Club Meetings
M eeting online may be right for your club if members have busy schedules,
limited mobility, or live in an area without a Rotary club. Clubs that meet
online often arrange to meet in person for service projects, social activities,
or Rotary events, like the Rotary convention or district conferences.
A dedicated website
Members who are responsible for updating the website
An online platform for hosting meetings
Private sections of the website that only members can access to
protect their personal data
Online financial transaction systems that allow members to pay
dues, donate, or process payments
The capability to let visiting Rotarians attend your virtual meeting
Clubs are responsible for costs associated with purchasing a URL and hosting
their site on the internet.
58 | ROTARY HANDBOOK
Suggested Agenda of Board of Directors’
Meeting
All the details are to be minuted properly and maintained in a continual register, which needs to be handed
over to subsequent BOD signed by President and Secretary. This ensures easy retrieval of decisions in case of
any controversy in future.
Make it a practice to invite 2 to 3 regular members of your clubs as special invitees to the BOD. It will give them
an insight to the functioning of the club and motivate them to join the club leadership.
ROTARY HANDBOOK | 59
Club Assembly
T he Club Assembly is a meeting of all club members including the Club’s Officers, Directors, and
Committee Chairs of all Avenues of Service, held for the purpose of conferring on the program and
activities of the Club. All records mentioned above are to be presented at the Club Assembly.
The Club Admin Committee is responsible for the planning of the agenda for Assemblies under the
direction of the Club President and may want to be consulted regarding suggested time line and list of
purposes.
Club assemblies offer an opportunity to exchange ideas and share information about issues that are
important to your members. Most clubs hold four to six assemblies per year.
The President or another designated club officer should lead club assemblies. Encourage all members
to attend, but especially new members. Seek out member input to make sure the meetings address their
interests and concerns. See the chart below for suggested timeframes and topics for club assemblies.
TIMING PURPOSE
Governor’s visit
During the governor’s visit To discuss the club’s status with the governor
Midpoint of year (January/February) To review progress toward club goals and overall
member satisfaction, and determine the plan for
the rest of the year, including any needed changes
60 | ROTARY HANDBOOK
Ideal Installation Meeting (Suggested)
1. Meeting called to order (by outgoing president)
2. National Anthem (always with lead singer or play CD for lead) 02 min
3. Welcome/ Lighting of ceremonial lamp 05 min
4. Invocation Music/Benediction 03 min
5. Outgoing President’s address 05 min
6. Outgoing Secretary’s report 07 min
7. Introduction of President Elect 03 min
8. President Elect’s Installation- Change of Collars 03 min
9. Introduction & installation of BOD 10 min
10. Introduction & Induction of new members 10 min
11. President Elect’s address 05 min
12. AG’s Address – if so desired 03 min
13. Introduction of Chief Guest 03 min
14. Chief Guest’s address 20 min
15. Secretaries Announcements: BD / WA / Generalities 05 min
16. Vote of Thanks 03 min
17. Felicitations (by Visiting Clubs) – if it is the practice (1mt each)
18. Sgt-at-Arm’s Announcements 02 min
NOTES:
i. Punctuality is of essence.
ii. Ideally the meeting should end within 90 minutes.
iii. Welcome guests strictly in the beginning and the end (and not in between).
iv. Only the President needs to address the dignitaries by name – other speakers start without a
formal address.
v. The Chief Guest should be pre-informed that the time allotted for his address is 20 minutes.
vi. Maintain protocol in welcoming.
vii. Have a crisp agenda – preferably, type-written or printed.
viii. Introductions - simple, preferably less flowery, 3 minutes only.
ix. Secretary should mention only highlights in his report and not read word to word from the
printed and circulated report.
x. Concerned Rotarian should be in proper place at proper time.
xi. Agenda should be adhered to.
xii. For VIP Guests and Press, seats should be reserved.
xiii. A Press Release should be made in advance and given to the media.
ROTARY HANDBOOK | 61
Oath at Club DG’s Official Visit
Installation Checklist
Guidelines
Meeting with the Club President,
Secretary and President Elect
The following documents must be presented for
inspection to the District Governor:
Club Charter
Club locality details
Audited Accounts of the previous year
Club Constitution and amended Bye-laws
Updated Classification Roster with membership
62 | ROTARY HANDBOOK
List (including honorary members, if any); Plans and Objectives of each committee
with addresses and telephone numbers of all
Budget and expenses account of each
members
committee
List of Club Committees and Subcommittees
Report of project and activities undertaken in
Proposed club budget for the Rotary year
the current Rotary year.
Copies of the last Semi-Annual dues sent to
Rotary International and remittance to Rotary
Public Function
Samachar / News.
List of MD, PHF, RFSM and AKF – also make a Agenda of the meeting with copies to District
list showing the TRF remittance for the year Governor, Asst. Governor and Governor’s
and the commitments in hand. Aides.
Board of Directors Meeting Minutes Book Address by the DG should be last on the agenda,
Attendance Register to be followed only by the Vote of Thanks.
Plans and Objectives for the year During the DG’s official club visit, in the pubic
Report and Data of ongoing projects, if any function, there should be no other guest
Manual of Procedure and R.I. Directory speaker.
President’s Workbook and Secretary’s List of important guests and invitees and
Workbook honorary members present should be shared
Copies of the Club Bulletin printed during the with the District Governor.
year Display Club Flag, Banner, R.I. Theme for the
Important Files, Registers etc. of the club year and the Four Way Test.
ROTARY HANDBOOK | 63
District Governor’s District Governor’s
Official Club Visit Official Club Visit
Kindly Note
There should not be any other guests of honor.
DG is the Chief Guest.
DG Introduction- should be simple and up to
the point. No flowery language please.
Schedule to be followed strictly.
An appointment of DG with city’s head such
as DM/ADM/ Mayor / Minister / MLA etc. is
strongly recommended.
Vote of Thanks should be brief.
Give the DG enough time to socialize with the
Rotarians.
64 | ROTARY HANDBOOK
Rotary Event I Project Checklist
Minutes
Cleaning Charges
Day, Date & Time
Capacity
Purpose (of the Project/Event) Decorator or Event Management Cost
Catering Cost
Description Stage / Dais Layout
Community Needs Parking
Other NGOs involved Clean Toilets
Fund Raising Goal Timing - Restrictions
Venue Agenda
Lamp, Candle, Match Box, Tray
Rent Flowers
Taxes Bouquets, Mementos/Gifts, Tray
Rooms - Allotment Pen, Pencils, Stapler, Cello-Tapes
Security Deposits Writing Pads
Electricity-Fee (If applicable) Citations
ROTARY HANDBOOK | 65
Menu Finances
Entertainment
Program Flow
Host
Program-Team
Time – Maximum
Lights, LED Screen, Sound
66 | ROTARY HANDBOOK
52 Ideas for 52 weeks
WEEK 3 July 13 to July 19, 2020 July 15 World Youth Skills Day
WEEK 4 July 20 to July 26, 2020 July 26 National Anti Drug Day
August 11 Janamashtmi
WEEK 7 August 10 to August 16, 2020 August 12 International Youth Day
August 15 Independence Day
ROTARY HANDBOOK | 67
SEPTEMBER BASIC EDUCATION & LITERACY MONTH
September 5 Teachers Day
WEEK 10 August 31 to September 6, 2020 September 5 International Day of Charity
September 1 - 7 Nutrition Week
68 | ROTARY HANDBOOK
October 31 World Unity Day
WEEK 18 October 26 to November 1, 2020
October 31 Lakshmi Puja
ROTARY HANDBOOK | 69
JANUARY VOCATIONAL SERVICE MONTH
January 1 New Years Day
WEEK 27 December 28 to January 3, 2021
January 1 - 7 Road Safety Week
70 | ROTARY HANDBOOK
March 8 to March 14, 2021 March 8 International Women’s Day
WEEK 37 March 8 to 14 - World Rotaract
March 11 Maha Shivratri
Week
April 13 Baisakhi
April 14 Ambedkar Jayanti
WEEK 42 April 12 to April 18, 2021
April 14 Fireman’s Day celebrated in India
April 15 World Consumer Protection Day
ROTARY HANDBOOK | 71
MAY YOUTH SERVICE MONTH
April 28 World Day for Safety & Health at Work
WEEK 44 April 26 to May 2, 2021 April 29 International Dance Day
May 1 Labour Day
72 | ROTARY HANDBOOK
Club’s Membership and
Attendance Report
All clubs are requested to send their attendance reports in following formats:
Month of ___________________________________________________________________________________________________
Total Membership (except honorary members) at the end of the month ___________________________
_____________________________________________________________________________________________________________
ROTARY HANDBOOK | 73
Club Monthly Report
Please send to the District Governor’s office latest by 10th of the next month. Mark a copy to your AG.
CLUB LETTERHEAD
Date
GUEST SPEAKERS
1. ________________________________________________________ 2. __________________________________________________________
3. ________________________________________________________ 4. __________________________________________________________
ADDITIONS
SERVICE PROJECTS
BULLETIN
_______________________________________________________________________________________________________________________
_______________________________________________________________________________________________________________________
Rtn. ___________________________
President/Secretary
74 | ROTARY HANDBOOK
Reporting for GML
ROTARY HANDBOOK | 75
Report to Rotary News / Samachar
The Editor
Rotary News Trust
3rd Floor, Dugar Towers
34 Marshalls Road
Egmore, Chennai – 6000
Dear Sir,
Our club has recently successfully concluded _______________________________ Project under the
______________________ Avenue of Rotary Service on __________________________ .
Enclosed herewith are some photographs (good high resolution clear bright action to be sent) of the same
for potential reporting in the Rotary News.
Thanking you,
Yours in Rotary
Rtn._________________________
Designation _______________
RC of _______________________
76 | ROTARY HANDBOOK
Share Your Rotary Story with Rotary News
Trust
ROTARY HANDBOOK | 77
MYROTARY.ORG
M y Rotary is an experiential Zone for Rotarians on the Rotary International website (www.rotary.org).
Rotarians register once and get access to host of information about Rotary and data relevant to their
current roles. You can access applications, forms and documents to carry out club and district tasks, such
as updating club, officer and member data; generating various reports; paying dues; viewing contribution
information and more.
You will also be able to access:
In My Rotary
All members can VIEW the information about club/district and Rotary International
It is a Role Based Access
Assigned positions can VIEW all years but only EDIT for assigned year
Governor, DGE, DGN, AG, Committee Chairs, Executive Secretary can edit information for
their year.
Club Level: President, PE, Secretary, Treasurer, Foundation and Membership Chairs for
their year.
RI President`s citation accomplishments can be tracked online on MyRotary.
Each Rotarian should access MyRotary regularly and seek information and share with
fellow club members.
78 | ROTARY HANDBOOK
Creating a My Rotary Account
ROTARY HANDBOOK | 79
HOW TO CREATE A
MY ROTARY ACCOUNT
G
First go to www.rotary.org.
1 Then click on My
Rotary.
Click on Register
for an account.
February 2017
80 | ROTARY HANDBOOK
If you are a first time user, click
3
on Create account.
4
You will be informed that an e-
mail has been sent to you. 5
February 2017
ROTARY HANDBOOK | 81
6 Check your email for the address
you provided in the step above.
You will receive this message.
Click on the blue link to finalize
the process.
7
Create account.
8
Click on
Continue.
Congratulations!
9
You have created
your My Rotary
account.
February 2017
82 | ROTARY HANDBOOK
HOW
How toTO ADD
Add anAN OFFICER
Officer
Adding a club officer in Rotary’s database gives that officer access to resources needed to
do Rotary business online.
2
Select Add/edit/remove club
officer.
May 2015
ROTARY HANDBOOK | 83
Next, scroll down to the Unassigned
officer positions and select Assign for
the current or incoming officer position
you want to assign.
4
Select from the member list the person you want to
assign to the officer position by clicking on Add.
May 2015
84 | ROTARY HANDBOOK
5
Confirm by selecting Add Current
Officer or Add Incoming Officer. Or,
you can select Edit Contact Info to make
changes.
6
Select the correct position
from the drop down menu.
Confirm all information is
correct and select Submit.
ROTARY HANDBOOK | 85
May 2015
HOW TO ADD A MEMBER
How to Add a Member
Go to rotary.org and
sign in to MyRotary.
Then go to Manage,
then Club
1
Administration.
2
Click on
Add/edit/remove
member
3
Click on Add
Members.
G
October 2014
86 | ROTARY HANDBOOK
4 Click Continue if
you are adding
someone who is not in
Rotary’s database.
First, click Search for an existing member to see if the new member is already
in Rotary’s database (e.g., transferring member from another club or if you know
that the new member has been a Rotaractor or alumni before.
15
Enter known
information
and click
Submit.
The system
will search
for matching
records.
October 2014
ROTARY HANDBOOK | 87
6
Once the search
results appear, click
on the person’s
name for the person
you want to add, and
click Add member
and Update
Contact.
Transferring members can only be admitted to your club the day after their former
club terminated their membership in MyRotary. Members who have not yet been
terminated by their former club cannot be admitted as an active member until this
is done.
1 Go to Rotary.org and
sign in to MyRotary.
Then go to the Manage
tab, and choose Club
Administration.
4
G
2
Your club address will appear 1-234-567- 1-987-654- www.yourrotaryclub.com
here. 8901 3210
May 2015
ROTARY HANDBOOK | 89
3
Your club name will appear here.
NOTE
Confirm your club’s permanent mailing address, phone, fax, email address, and website
are correct. Click View/Edit to make changes. Be sure to add your email address.
Check your club’s meeting place and address and meeting day and time, and click
Edit to make changes.
May 2015
90 | ROTARY HANDBOOK
Sunrisei
Su
4
Make your changes and click on Save
Changes.
ROTARY HANDBOOK | 91
May 2015
HOW TO PAY YOUR INVOICE
How to Pay Your Invoice
Go to rotary.org and
sign in to MyRotary.
1
Then go to Manage,
then Club
Administration.
May 2015
92 | ROTARY HANDBOOK
3
Select your payment currency and select
Continue to payment page to enter
your credit card information.
4
select Continue.
May 2015
ROTARY HANDBOOK | 93
5 Confirm payment
information and select
Continue.
6
Enter credit card
information and
select Continue.
94 | ROTARY HANDBOOK
ROTARY CLUB CENTRAL
How to Access ROTARY Club Central
1
Go to My Rotary and select
Sign In or Register. Or go
to rotary.org/clubcentral to
reach the site directly. You’ll
be prompted to sign in to My
Rotary or create an account
if you haven’t already.
2 Select Member
Center
3 Select Rotary
Club Central
June 2017
ROTARY HANDBOOK | 95
96 | ROTARY HANDBOOK
June 2017
INFORMATION
How to View Information
Members can view summary information two ways in Rotary Club Central:
1
Global View and Reports.
NAVIGATE TO
THE GLOBAL
VIEW OPTION
Select Global
View from the
navigation menu
2 CHOOSE
A YEAR AND
GOAL TO VIEW
1|July 2017
ROTARY HANDBOOK | 97
3 VIEW SUMMARY
INFORMATION
In this example,
the Service goal
category is
selected.
Each of the
goals in the This column shows the
category goal total for all clubs
is displayed. who have set a goal. In
this example, the district
goal is 105 service
projects for the year.
The Clubs With Goal column
shows the number of clubs that
have set a goal, and the number of The Achievement column
clubs in the district. For example, shows the total reported
here, 16 represents the number of progress against the goal.
district clubs that have set the For example, the clubs in
Service Projects goal. this district have reported 5
completed service
projects so far this year.
98 | ROTARY HANDBOOK
2|July 2017
4 SEE HOW DATA
IS CALCULATED
AND PRINT IT
ROTARY HANDBOOK | 99
5 NAVIGATE TO
THE REPORTS
OPTION
1 NAVIGATE
TO GOALS
2 FIND GOALS
TO TRACK
Before choosing
your club’s goals,
make sure the
appropriate
year is listed
3 SET A GOAL
1 NAVIGATE
TO GOALS
Select
Goal Center
from navigation
menu on the left
2 FIND GOALS
TO UPDATE
Before reporting
progress on goals,
make sure the
appropriate
year is listed
3 UPDATE A GOAL
1 NAVIGATE
TO SERVICE
ACTIVITIES
Select Service
Activities
2
ADD SERVICE
PROJECTS
There are three
ways to do this
of your project
June 2017
G
First go to www.rotary.org.
1 Then click on My
Rotary.
Click on Register
for an account.
February 2017
3
on Create account.
4
You will be informed that an e-
mail has been sent to you. 5
February 2017
7
Create account.
8
Click on
Continue.
Congratulations!
9
You have created
your My Rotary
account.
February 2017
6. For a list of Rotaract/ Interact clubs & RCCs sponsored by your district, select
Listing of Club-Sponsored Organizations under District Reports.
7. For a list of Rotaract/ Interact clubs & RCCs sponsored by your Rotary club, select
Listing of Club-Sponsored Organizations under Club Reports.
2. Business Development: The second original 9. Citizenship in the World: Every Rotarian
reason for Rotary’s beginning is business wears a pin that says “Rotary International.”
development. Everyone needs to network. There are few places on the globe that do not
Rotary consists of a cross section of every have a Rotary club. Every Rotarian is welcome
business community. Its members come from – even encouraged – to attend any of the 32,000
all walks of life. Rotarians help each other and clubs in 200 nations and geographical regions.
collectively help others. This means instant friends in both one’s own
community and in the world community.
3. Personal Growth and Development:
Membership in Rotary continues one’s growth 10. Assistance when Traveling: Because
and education in human relations and personal there are Rotary clubs everywhere, many a
development. Rotarian in need of a doctor, lawyer, hotel,
dentist, advice, etc., while traveling has found
4. Leadership Development: Rotary is an assistance through Rotary.
organization of leaders and successful people.
Serving in Rotary positions is like a college 11. Entertainment: Every Rotary club and district
education. Leadership: – learning how to has parties and activities that provide diversion
motivate, influence, and lead leaders. in one’s business life. Rotary holds conferences,
conventions, assemblies, and institutes that
5. Citizenship in the Community: Membership provide entertainment in addition to Rotary
in a Rotary club makes one a better community information, education, and service.
citizen. The average Rotary club consists of the
most active citizens of any community. 12. The Development of Social Skills: Every
week and at various events and functions,
6. Continuing Education: Each week at Rotary develops one’s personality, social skills
Rotary there is a program designed to keep and people skills. Rotary is for people who like
one informed about what is going on in the people.
community, nation, and world. Each meeting
provides an opportunity to listen to different 13. Family Programs: Rotary provides one of the
speakers and a variety of timely topics. world’s largest youth exchange programs; high
school and college clubs for future Rotarians;
7. Fun: Rotary is fun, a lot of fun. Each meeting is opportunities for spouse involvement; and
fun. The club projects are fun. Social activities a host of activities designed to help family
are fun. The service is fun. members in growth and the development of
family values.
808A-EN—(317)
Congratulations and thank you for your time and effort in organizing your club!
To avoid processing delays, supply all of the requested information. Include an email address for
each member and a separate email address for the club. Email addresses are a vital part of Rotary’s
communication strategy.
Note that the information you submit is subject to Rotary’s privacy policy.
Ask your district governor to sign the application, verifying that the information is accurate and
complete.
Send the completed application to your district’s Club and District Support staff.
If you have missing information, Club and District Support staff will contact you.
CLUB NAME
The club’s name should be easy to find on a map or through an internet search, to help Rotarians and
others who want to visit.
CLUB INFORMATION
Club email ___________________________________________________________________________________________________________
(Cannot be the same as any club member’s email address)
Secretary ____________________________________________________________________________________________________________
� Officer will continue in this role next Rotary year, starting 1 July
President-elect _____________________________________________________________________________________________________
� Officer will continue in this role next Rotary year, starting 1 July
Treasurer ___________________________________________________________________________________________________________
� Officer will continue in this role next Rotary year, starting 1 July
Currency in which the charter fee has been or will be paid, and total amount _____________________________
Charter fee is being paid by:
� Check*� Money order � Fiscal agent � Bank transfer to an RI account outside the U.S.
� Other ______________________________________________________________________________________________________________
*If paying by check from another country, please have the check drafted through a U.S. bank. If you have
any questions about payments, contact Club and District Support staff.
ROTARY MAGAZINES
Please indicate each charter member’s magazine choice on the charter member list. Here, select one
option for the club as a whole:
� All of our members will subscribe to The Rotarian or the following certified Rotary regional magazine:
_______________________________________________________________________________________________________________________
� Members are not required to subscribe to a Rotary magazine because the club is in Afghanistan, Albania,
Azerbaijan,Bosnia-Herzegovina,Cambodia,Croatia,Estonia,Greece,Hungary,Indonesia,Kazakhstan,Koso
vo, Latvia, Lithuania, Moldova, Mongolia, Montenegro, Romania, Slovenia, or Tajikistan.
CERTIFICATION
Club president and secretary signatures verify that this club is organized in accordance with Rotary’s
policies and constitutional documents and that the information in this application is accurate and will be
kept on file by the club.
_______________________________________________________________________________________________________________________
List club name, including community, state/province/prefecture, country/geographical area
applies for Rotary membership. The club officers’ signatures below confirm that the club:
As governor of the district, I endorse this club’s application for admission to Rotary and certify that this
application meets the requirements in Rotary’s constitutional documents and the Rotary Code of Policies.
I confirm that these statements are true and correct:
All members of the proposed new Rotary club have participated in an appropriate orientation and
education program under the guidance of district leaders and members of the sponsor Rotary club, if it
has one.
The club has set an annual fee to cover its financial obligations.
The club has a well-balanced membership in compliance with Article 5, Section 2, of the RI Constitution:
“Each club shall have a well-balanced membership in which no one business, profession, or type of
community service predominates.”
The club is fully aware that it is not entitled to impose any limitations on membership based on gender,
race, creed, age, and sexual orientation.
All current or former Rotarians joining this new club have provided written proof from their current and
previous clubs that all of their previous club debts have been paid.
Date of birth (List day, month, and year in that order : DD-MM-YYYY) ________________________________________
Are you a former Rotarian or a current member of another Rotary club? � No � Yes
If yes, RI membership ID number ___________________________________________________________________________
Name of former/current club _______________________________________________________________________________
Current members should not officially terminate their membership in their current clubs. Their changes
will be recorded when Rotary admits the new club.
Are you a Rotary alumnus/alumnae? � No � Yes
Alumni are former participants of Interact, Rotaract, Youth Exchange, RYLA, Rotary Peace Fellowships,
Rotary Scholarships, vocational training teams, and Group Study Exchange.
Email ________________________________________________________________________________________________________________
Preferred phone (including country, city, and area codes) ______________________________________________________
Alternate phone ____________________________________________________________________________________________________
Preferred mailing address (check one): � Residence � Business � Other ____________________________________
Alternate address (complete only if mailing address is a P.O. box): � Residence � Business � Other
Magazine — Select one: � The Rotarian (print) �The Rotarian (digital) � Rotary regional magazine
For use in verification of compliance with Rotary policy:
Job title ______________________________________________________________________________________________________________
Name of your business or organization ___________________________________________________________________________
Classification _______________________________________________________________________________________________________
R otary is a global network of 1.2 million neighbors, friends, leaders, and problem-solvers who see
a world where people unite and take action to create lasting change — across the globe, in our
communities, and in ourselves. The criteria for membership are simple. For Rotary clubs, a member
needs to be an adult — or for Rotaract clubs, a person aged 18-30 — who demonstrates good character,
integrity, and leadership; has a good reputation within their business or profession and community; and
willing to serve in the community or have an impact elsewhere in the world. All clubs share similar values
and a passion for service, but no two clubs are the same because each community has its own unique
needs.
Minimum
number
Club Model Description Appeals to
of charter
members
Professionals and aspiring People looking for connections, 20
Traditional leaders who meet regularly service opportunities, and
Rotary Club for service, connections, and traditions
personal growth
Learn more at Start a Club.
A Rotary club sponsored by Those who want a club experience 8
a traditional club but with or meeting format or time other
its own meetings, projects, than what’s offered by the
Satellite Club bylaws, and board traditional clubs in the area
All club models meet at least twice each month. With exception of Rotaract clubs, all active members pay
US$68.00 in annual dues, are counted in Rotary International’s database, and have voting privileges.
protocol for a Rotary e-club? These are the seven basic technical requirements:
In 2004, the Board of Rotary eClub One submitted Collaboration software for meetings (eg
a proposal to the Board of RI recommending that GoToMeeting or Glance)
the descriptor “cyber club” be abandoned in favor
Free voice communications (eg Skype or
of “eClub”. The proposal was based on the premise
Freshtel Firefly)
that Rotary, as an international NGO, should follow
the established naming protocol of the United An online make-up registration system
Nations - eGovernment, eTrade, eCommerce, for visiting Rotarians.
eBanking, eHealth etc. The Board of RI endorsed
this proposal and issued a directive that online
Rotary clubs must no longer be referred to as
“cyber-clubs”. Additionally, the Board of RI directed
that the word “eClub” must always be preceded
with the word “Rotary”.
Designate the appropriate club member (sponsor) to invite each prospective member to join
and introduce him in the ceremony.
Hold a meaningful ceremony to induct new members. Include their families and involve the
entire club.
Give new members a welcome kit that includes club and Rotary resources that they will find
useful:
ss Membership certificate
ss 4-Way Test Plaque.
ss Rotary Information booklet.
ss Club’s Constitution and Bylaws.
ss Club Roster and Club History
Celebrate the addition of new members to your club. Announce it on your club’s website,
social media pages, and newsletter.
Would the Sgt-at-arms, please escort Mr _______________________________________ and his gracious wife and his
proposer Rtn. _______________________________________ to the dais?
May I request Rtn _______________________________________ (Proposer) to introduce Mrs. & Mr. ___________________
____________________ to our august gathering.
(President):
(Person who is inducting): Thank you President. Dear Friends, Mr _______________________________________ has
been invited to join the R.C. of _______________________________________
In our club, you will be entrusted with the classification _______________________________________ This
classification will remain in your care as long as you are prepared to honor the Rotary ideals of Service
above Self, and to represent faithfully the ideals of Rotary to your business and professional colleagues
and to the community at large. We know that, you will find inspiration and satisfaction in service and
enjoyment in the fellowship of this club and of the worldwide Rotary movement.
I am feeling honored in presenting to you the lapel pin, which will be worn by you at all regular meetings,
in other functions and this club literature, which I recommend for your study.
Rtn _______________________________________ will be your counselor/mentor and will assist you in learning more
about Rotary objectives and procedures.
Attend as many club meetings and events as you can. Connect with different people each
time.
Volunteer your skills and take on a role such as committee member, greeter, or webmaster.
Identify a need in your community and suggest a hands-on project that addresses it.
Participate in, or offer your expertise to, a club leadership development program.
Tell friends and colleagues how your club is giving back to your community, and emphasize
the unique opportunity Rotary provides for networking with leaders in many professions.
Get involved with your club’s international service projects.
Browse Rotary service projects worldwide at rotary.org/ showcase.
Join a Rotary discussion group to connect with others who share your interests.
Discover Rotary voices from around the world at blog.rotary.org.
Stay up-to-date by subscribing to newsletters from Rotary International at rotary.org/
newsletters, reading your club and district newsletters, and visiting your club and district
websites and Rotary.org.
Help your club or district raise funds to eradicate polio.
Set a personal contribution goal in support of your club’s Annual Fund giving goal, or donate
through The Rotary Foundation’s recurring giving program, Rotary Direct.
Propose a friend or colleague for membership in your club. Ask your club leaders how you
can get involved in Rotary Youth Exchange, Interact, or Rotaract.
Talk to club leaders about where your expertise is most needed.
Visit Rotary Ideas to get ideas for club projects or contribute to another club’s project.
Post a finished service project on Rotary Showcase to share your success and inspire others.
Attend your club’s next assembly and help plan club activities.
Volunteer to help with your club’s signature project — one your club is known for in the
community.
Check out the Member Center and other resources on Rotary.org.
Join a Rotary Fellowship and meet Rotarians from other countries who share your interests.
Go to your district conference and the Rotary International Convention.
Check out another Rotary club’s meeting. Contact its leaders first to make arrangements.
Take a course on the Learning Center.
A successful Rotaract club depends on a dedicated Whether your club is based in a school or in your
sponsor Rotary club. Rotary members work community, meetings can take place in person,
alongside Rotaractors to improve lives locally online, or a combination of both. This makes
and globally. They connect Rotaract clubs with Rotaract a flexible option for rural communities,
new opportunities, partner with them on local traveling professionals, and university students
and international service projects, and mentor who are studying abroad or seeking a degree
members to become club and community leaders. online.
R otaract is a club for adults ages 18 to 30 who are dedicated to community and international service. Rotaractors
develop leadership and professional skills and build connections worldwide. Each Rotaract club may be
sponsored by one to three Rotary clubs. Before certification, the club must adopt the Standard Rotaract Club
Constitution and Recommended Rotaract Club Bylaws.
To officially certify a Rotaract club:
1. Pay the US$50 certification fee. Contact your district’s Rotary International Financial Representative for fee
payment options and instructions.
2. Complete all required fields (marked with an asterisk) on this form.
3. Obtain the signatures of the sponsor Rotary club president(s), Rotaract adviser, Rotaract club president, and
district governor. Rotary will not certify the club if any signature is missing.
4. Submit the completed form by email (rotaract@rotary.org), or by mail or fax to the appropriate Rotary
International office.
Once Rotary receives your form and payment, it will take four to six weeks to certify the club and prepare the
certificate. Even before the official certificate arrives, members of the Rotaract club can meet, organize, and take
action in the community.
Personal data you share with Rotary will be used only for official Rotary business. The personal data you provide
will primarily be used for Rotaract club-related activities and will be shared with your sponsoring Rotary club and
district officers and their delegates. Personal data collected on this form is subject to Rotary’s Privacy Policy. By
signing below, you agree to share the contact information you provided above with Rotary International and accept
Rotary’s Privacy Policy.
_______________________________________________________________ _________________________________________________________________
*Rotaract adviser’s name (printed) *Rotaract adviser’s signature
Sponsors
Rotaract clubs may be sponsored by one to three Rotary clubs within the boundaries of the district in which they are
located; district governors must approve in writing any additional Rotary club sponsors after carefully considering
whether it is in the best interest of the Rotaract club. List all sponsor clubs and provide the names and signatures of
the president of each.
By signing below, I affirm that I understand and accept the provisions of the Policy Related to Rotaract and the
Standard Rotaract Club Constitution and Recommended Rotaract Club Bylaws. I agree to mentor club members,
guide them in service, and ensure that Rotary receives club leadership contact information annually.
___________________________________________________________ _____________________________________________________________________
*District governor’s name (printed) *District governor’s signature
Complete Interact Club Organization List. Standard Interact Club Incoming Interact
Bylaws Officer Data Form
Have the list signed by sponsoring Rotary
club president and district governor. Statement of Policy Interact Project Data
Relating to Interact Form
Send list to RI World Headquarters or
international office for your area. RI Forms, Guidelines, District Interact
and Contact Information Representative Form
I nteract is a club for young people ages 12 to 18 that empowers them to take action, become leaders,
and gain a global perspective. Each Interact club is sponsored by one to three Rotary clubs. Before
certification, the club must adopt the Standard Interact Club Constitution and Recommended Interact
Club Bylaws. There is NO fee for certifying an Interact club.
To officially certify an Interact club:
Once Rotary receives your form, it will take four to six weeks to certify the club and prepare the certificate.
Rotary will email it to the sponsor Rotary club president(s) to sign and present to the new Interact club.
Even before the official certificate arrives, members of the new Interact club — under the guidance of the
sponsor club — can meet, organize, and take action in the community.
*In what language does the Interact club prefer to receive correspondence? (check one):
*In what year(s) will this adviser serve? (check all that apply): � Current Rotary year � Next Rotary year
� Year following next Rotary year
*In what language does the Interact adviser prefer to receive correspondence? (check one):
� English � French � Italian � Japanese � Korean � Portuguese � Spanish
Personal data you share with Rotary will be used only for official Rotary business. The personal data you
provide will primarily be used for Interact club-related activities and will be shared with your sponsoring
Rotary club and district officers and their delegates. Personal data collected on this form is subject to
Rotary’s Privacy Policy. By signing below, you agree to share the contact information you provided above
with Rotary International and accept Rotary’s Privacy Policy.
__________________________________________________________ _________________________________________________________
*Interact adviser’s name (printed) *Interact adviser’s signature
Types of Exchanges
Instilling international understanding
and goodwill in students Rotary districts can choose to conduct long-
term exchanges, short-term exchanges, or both.
Creating positive change by empowering
youth
Exchanges are typically open to students ages 15
to 19, but districts determine the exact age ranges.
Making lasting connections for host
Flexibility in the Youth Exchange program allows it
clubs, host families, communities, and the
to be adapted to fit the needs of any student who
students involved
qualifies.
W hen received by Rotary International, this completed form will serve both as official notice that a
new Rotary Community Corps (RCC) has been organized and as official application for a certificate
of organization. Please complete the form in full.
______________________________________________________ ____________________ _________________________________________
FULL NAME OF THE RCC DISTRICT STATE/PROVINCE, COUNTRY
RCC language: � English � French � German � Italian � Japanese � Korean � Portuguese � Spanish
Full name and location — including city, state or province, and country — of the sponsor Rotary club(s)*
RCC REPRESENTATIVE
Please designate a primary RCC representative to receive periodic email updates from RI.
Name: _______________________________________________________________________________________________________________
Email: _______________________________________________________________________________________________________________
The RCC representative, like each of the corp members, is a service-minded adult of good character and leadership
potential who lives, works, or studies in or near the corps community. The representative understands and accepts
the provisions of the Rotary Community Corps guidelines and bylaws. Corp members may create My Rotary accounts
in order to connect with Rotary.
� By checking this box, we confirm that this RCC is being formed with at least 10 members.
� Other: _________________________________________________________________________________________________________
3. Briefly describe how you will provide ongoing guidance and support to RCC members.
Signatures
Your privacy is important to Rotary International and The Rotary Foundation (collectively, “Rotary”) and
the personal data you share with Rotary will only be used for official Rotary business. This means that the
personal data you provide will primarily be used for Rotary Community Corp purposes. You may receive
information about Rotary Community Corp and other Rotaryrelated information or events via email. The
personal data you provide will be shared with your sponsor Rotary club and district officers and their
delegates. Personal data collected on this form is subject to Rotary’s Privacy Policy found at my.rotary.
org/en/privacy-policy.
Scan and email the completed form to rotarysupportcenter@rotary.org. Your district governor and corps
should each keep a copy for their records.
R otarian Action Groups help Rotary clubs and districts plan and carry out community development
and humanitarian service projects in their area of expertise. The groups are organized by Rotarians
and Rotaractors, who are proficient, and have a passion for service, in a particular field. For example, the
Water and Sanitation Rotarian Action Group functions as an expert consulting entity that advises clubs
and districts on how to undertake water and sanitation projects that have real impact. The Rotarians for
Family Health and AIDS Prevention Rotarian Action Group mobilizes Rotarians to help tens of thousands
of people in under-resourced communities get low-cost, comprehensive health services and screenings.
Each group functions independently of Rotary International establishing its own rules, dues
requirements, and administrative structure.
Membership is open to Rotarians, their family members as well as participants and alumni
of all Rotary and Foundation programs.
Rotarian Action Groups must adopt Rotary International’s standard bylaws and operate in
accordance with Rotary policy.
Rotarian Action Groups regularly collaborate with clubs and districts on service projects in
their area
of specialty.
Rotarian Action Groups can help clubs and districts obtain funding or other assistance for
their service projects.
By joining a Rotarian Action Group, you can engage in meaningful service activities outside
your own club, district, or country.
By partnering with a Rotarian Action Group, your club or district gains the support of experts
for planning and implementing a project.
Related Resources
Peace www.rotarianactiongroupforpeace.org
Malaria https://remarag.net
Literacy www.litrag.org
Hepatitis https://ragforhepatitiseradication.org
Hearing www.ifrahl.org
Diabetes www.rag-diabetes.org
Clubfoot www.rag4clubfoot.org
Rotary Fellowships
R otarians’ interests and hobbies are as diverse as they are. Two types of international groups offer
Rotarians ways to pursue interests they have in common with other members worldwide: Rotary
Fellowships, which center around recreational or vocational interests, and Rotarian Action Groups,
which focus on specific service areas.
Rotary Fellowships represent an abundance of recreational pursuits, including tennis, music, and
canoeing, and professional interests such as medicine, law enforcement, and photography. Their activities
are as varied as their interests.
The objective of Rotary India Literacy Mission Child Development program is also known
(RILM), formerly known as Rotary South Asia as Asha Kiran ...a ray of hope is to bring /send
Society for Development and Cooperation (RSAS) out of school children back to schools. The
is Total Literacy and Quality Education in India. To program is currently being implemented in
achieve that, RILM have designed a comprehensive 14 states of India in partnership with 33 Non-
program called “T-E-A-C-H”, where T stands for
Government Organizations.
Teacher Support, E for E-learning, A for Adult
Literacy, C for Child Development and H for Happy Happy School program is about improvement
Schools. / upgrading specific infrastructural facilities of
Teacher Support program aims to improve Government / Government-aided primary and
the professional abilities and performances elementary schools to create a joyful teaching
of teachers through training on classroom learning experience for both students and
management, recognition of outstanding teachers.
teachers through Nation Builder Award and Each of these programs has a specific focus
supplementing the efforts of teachers through and is interlinked with each other in achieving
organizing engagement of volunteer teachers the common goal of bringing total literacy and
in schools. improving the learning outcomes of primary
E-learning aims to improve the quality of education, in various parts of the country.
The Rotary Foundation’s closely with Paul Harris and other Rotarians to aid
children with disabilities.)
motto is “Doing Good in the In 1936, Institutes for International Understanding
World”. were formed to illuminate global issues and to
inform communities of global issues of the day.
100% Foundation Giving Club $250,000 or more: You may choose up to two of the
options listed above
For clubs that achieve an average of $100 in per
capita giving and 100 percent participation, with $150,000 or more: You may choose one grant
every dues-paying member contributing at least activity type, such as a humanitarian project,
$25 to any or all of the following during the Rotary scholarship, or vocational training team.
year: Annual Fund, PolioPlus Fund, approved global Named endowment
grants, or Endowment Fund.
If you donate $25,000 or more, you can direct the
100% Rotary’s Promise Club money to one of the following:
For clubs in which every dues-paying member Area of Focus: funds global grants in one area of
supports the Endowment. The commitment may focus
be for a future gift to The Rotary Foundation in an
estate plan or an outright gift of $1,000 or more to World Fund: funds global grants in all areas of focus
the Endowment. SHARE: supports the World Fund and provides
Every Rotarian, Every Year Club district designated funds to your district
For clubs that achieve a minimum Annual Fund Rotary Peace Centers: supports Rotary’s
ss Donor’s Name
ss Club Name
ss Club No.
ss District No.
ss Member ID
ss PAN No of Donor
NB: It is advised to fill up TRF Contribution Form 123EN and attach cheque with it
(Letter Sample)
On Companies Letterhead
Date:
To
The Rotary Foundation India
New Delhi
Dear Sir,
We enclose herewith cheque no. __________ dated __________ drawn on _______________Bank, ____________ Branch
(Bank & Branch) for Rs. ___________ (Rupees ________________ only in favor of “The Rotary Foundation India”.
Yours faithfully,
___________
(Designation)
Encl :
As above
PHF Recognition Transfer Request Form
TRF Contribution Form
1. RECIPIENT OF RECOGNITION
Transfer Recognition Points to:
Name Recipient ID number
Club name Club number District number
Address
City State/Prov.
Country Postal code
Daytime phone # Email address
Print name
Environmental Projects – Most areas of focus TRF enables Rotarians to prevent and treat disease
include projects designed to protect the and support health by:
environment. Look for the to find projects with
1. Improving the capacity of local health care
an environmental focus.
professionals
i. Peacebuilding and Conflict 2. Promoting disease prevention and
Prevention treatment programs that limit the spread
of communicable diseases and reduce the
Rotary supports training, education, and practices
incidence and effect of non-communicable
related to peacebuilding and conflict prevention
diseases
through initiatives that help transform conflict in
our communities and around the world. 3. Strengthening health care systems
4. Providing clinical treatment and
Area of Focus Statement of Purpose and Goals
rehabilitation for physical disabilities
TRF enables Rotarians to advance peacebuilding
5. Funding graduate scholarships for career-
and prevent conflict by:
minded professionals related to disease
1. Enhancing the capacity of individuals and prevention and treatment.
communities to transform conflict and
iii. Water, Sanitation and Hygiene
build peace
Rotary supports activities that encourage the
2. Training community members in peace
management and protection of freshwater resources
education, peace leadership, and conflict
and provide universal and equitable access to
prevention and resolution
safe drinking water, sanitation, and hygiene. TRF
3. Providing services that help integrate seeks to empower governments, institutions, and
vulnerable populations into society
communities to manage their water, sanitation,
4. Improving dialogue and community and hygiene services through environmentally
relations to determine how best to manage sound, measurable, and sustainable interventions.
natural resources
Area of Focus Statement of Purpose and Goals
5. Funding graduate scholarships for career- TRF enables Rotarians to ensure communities’
Notes
A. Maintain a standard set of accounts, which Who will prepare and oversee the financial management
includes a complete record of all receipts and plan?
disbursements of grant funds.
Report on Use of Grant Funds Your club must fulfill all Foundation reporting
requirements for global grants. Clubs must submit
Your club must adhere to all TRF reporting requirements.
progress reports every 12 months from the time a grant
Grant reporting is a key aspect of grant management and
is paid until the final report is accepted and final reports
stewardship, as it informs TRF of the grant’s progress
within two months of completing the grant project.
and how funds are spent.
In addition, clubs must meet their district’s requirements
for reporting on district grant funds.
Notes
2. Club qualification documents including a copy Where will your club store its documents related to
of the signed club MOU. qualification and grant activity?
3. Documented plans and procedures, including:
a. Financial management plan.
Will you use your club’s current archive system or
b. Procedure for storing documents and
develop a new one?
archives.
c. Succession plan for bank account
signatories and retention of information
Who will oversee this process?
and documentation
4. Information related to grants, including
receipts and invoices for all purchases
How will you ensure that your club keeps [or makes
B. Club records must be accessible and available to or maintains, something to that effect] an inventory of
Rotarians in the club and at the request of the grant assets?
district.
C. Documents must be maintained for a minimum of
five years, or longer if required by local law.
Notes
Notes
Authorization and Agreement The club MOU is a legal document between the club
and the district. By signing this agreement, the club
president and president-elect are authorizing it for
one Rotary year; the club enters into a legal agreement
with The Rotary Foundation to abide by all TRF and RI
policies.
How will you ensure that all of your club members
understand their responsibility as outlined in this
agreement?
Notes