PLANNING CALENDAR FOR 2024-2025

4 months left until you are Club President Rotary year 2024-2025 You are now the President!
2024 July 1-December 31 2025 January 1-June 30
Become familiar with Rotary Club Meet with club treasurer to understand Hold your 1st meeting. Set the stage Attend Midterms if your District offers
Central and the RI website the budget process and see where you for the year. with PE and PEN
have flexibility
Read and review your clubs Attend committee meetings to Schedule the 1st Board meeting and At a quarterly Club Assembly review
bylaws ,MOP, continuing resolution understand operations and learn about establish a year long calendar for progress toward goals with the club
and budget all aspects of your club board meetings. and what's to come
Learn about your club's data base Attend your District Conference!! Establish protocol for Board Meetings, Involve new members and emerging
platform and how you might use it to communication and conduct and leaders on committees and club
communicate and build a data outcomes. activities
resource
Develop and evaluate your club’s Attend PE Retreat if offerred in your Approve the budget, review bylaws Make sure your PE is registered for
strategic plan to make sure it’s current District. and continuing resolutions and annual midterms and for PETS
and relevant items

Begin recruiting your Board After the PE Retreat begin to develop Hold the 1st of 4 Club Assemblies and Work side by side with your PE and
your vision for your club and work out determine how to include club include them in decisions and actions
format for your meetings members in annual plans
With the input of your Board, build the Plan your 1st meeting. Set the tone Make plans for District Governor's visit Inspire every club member to
yearly calendar that includes and theme for the year. Intro your and make sure everyone knows the participate in club activities
celebrations, club assemblies, Board and Goals. protocol and importance including the
projects, fundraisers, holidays Board
Consider setting up a Rotary email Review the District and RI theme or Make sure important dates, events and Celebrate accomplishments frequently,
separate from your personal or slogan for your year that will help you projects are posted early and regularly and consistently
business email and determine filing focus on goals and specific attendance encouraged
system achievements
Visit other Rotary clubs to see how Get your leadership team to register Prepare for and lead engaging, Lead by example: Propose a new
they operate, get fresh ideas, take and attend the District Training interesting and fun club meetings, member and encourage each member
notes - Important! Assembly if offerred board meetings, and club assemblies - to do the same - have a goal and
involve others strategy
Set up a lunch/coffee with past Begin entering your club's goals into Implement a plan for regular Modernize your policies and
presidents and ask for advice and their Rotary Club Central - TRF, communication with members, procedures, making them flexible to
take on successful efforts Membership, service goals community and the board. address the needs of today’s
professionals
Select an advisory team and meet Study your club’s website, Facebook Create a plan to recognize the Invite Rotaractors, youth program
regularly to begin planning for the year page and Twitter account. Determine accomplishments of club leaders and participants, and local Rotary alumni to
(could include past presidents) how you might use and how to members help or collaborate on projects - and
improve provide support for their programs
Appoint a leadership committee to plan Select speaker recognition that will Cultivate relationships with local media Develop a plan to evaluate the year,
Club Assemblies four times during the help convey your theme, purpose or and other organizations work with the next president for a
year with a clear purpose and format vision smooth transition and Celebrate the
for each Successes!

1
Build common understanding of the Plan to attend the RI Convention Promote Rotary at every project and Register your leadership team for the
purpose and format for a Club Singapore May 25-29, 2024 event - wear shirts, vests, aprons, etc District Conference
Assembly that have Rotary logo and club
Meet with each member of your new identification
Meet with your Rotary Foundation Review progress toward the awards
board and set up monthly meetings committee to ensure that your club criteria for District and Presidential
starting ASAP. maintains its qualification to apply for citation
Rotary grants and that reports are
submitted on time
Ensure that reports on open grants are Review progress toward goals for each
submitted on time Ave of Service and Committee Make
adjustments as necessary

Select your Club's PEN for 2026-2027 Consider sponsoring a new club, new
by December 31st, 2024 Rotaract or new Interact Club.

Implement a plan and regularly Provide updates on Rotary’s mission

evaluate your club’s progress toward and the club’s community efforts to
its goals - provide feedback to the club business and civic leaders, young
professionals, and other organizations
Plan to engage members, involve Submit data required for District
them in activities, assign them awards and recognition on time with
KEY leadership roles, and communicate appropriate back up material
with them regularly.

Definitely Do These! Oct/Nov Support your club's Sit back and relax as you watch and
participation in TRF and encourage encourage your PE to take the
100% club involvement. leadership role. CELEBRATE!
Strong Leaders do these too! Create a plan to recognize the Celebrate the year by attending the RI
accomplishments of community Convention in Calgary Canada June
leaders and youth leaders 21-25, 2025

Exceptional Leaders do Develop strategies to promote

involvement, develop leadership and
these as well! mentor new members/fireside chat

Have a plan if the program speakers

cancel at the last minute/ properly
introduce and thank the speaker
Create a special recognition award for
extraordinary accomplishments within
and without the club
Review awards criteria and assign a
member to monitor / collect data