Rotary.org: Administration - Assessment tools

Administration


Assessing your club

 
 

R egular assessment is essential to maintaining effective club operations. Assessment tools help identify opportunities to make your club more relevant to its members and the community.

  • Community Assessment Tools (PDF) helps clubs assess their community’s strengths and weaknesses as an important first step in planning an effective service project.  
  • The Planning Guide for Effective Rotary Clubs (Word) helps clubs assess their current state, establish goals, and monitor the achievement of goals throughout the year.
  • Retention Model Workbook (PDF) offers tools that clubs and districts can use to identify their current retention strengths and weaknesses.
  • The Termination Profile (PDF) displays the amount of time members remain in a club before terminating their membership. Knowing these trends can help a club tailor their retention strategies.

Planning and implementation

Once your assessment is complete, be sure to take action on the findings. Construct a plan that includes strategies to achieve goals and available resources. Include human resources such as:

  • Assistant governors
  • Past district governors
  • Club leaders and members
  • District committee members
  • RI and Foundation committees and resource groups

Develop a step-by-step action plan that includes:

  • Goals
  • Target completion dates
  • Follow-through procedures
  • Responsible parties