President Elect Resources for 2023-2024

Prepare for a successful term as President in 2024-2025!

Welcome, Presidents Elect! You have the best job in Rotary! As president, you lead and motivate your club, ensuring that members feel valuable, inspired, and connected to each other.

As president elect, you have the opportunity to build your plan, meet and network with a wide variety of people to help you prepare for your leadership term. It will be a time of preparation, leadership growth, and FUN!

This webpage is your online binder or "one stop" for resources to assist you with your preparation.

REGISTER HERE FOR PRE-PETS 1. SATURDAY, OCT. 14 2:00PM AT SHARP PARK GOLF COURSE

Page Overview

How to Prepare

The year of planning before you take office is crucial to achieving the objectives you set out for your club. As president-elect, you work with your assistant governor and incoming leadership team to set annual goals that support your club’s strategic plan.

In this year you should:

Take online courses for club president in the Learning Center
Assess your club’s strengths, weaknesses, opportunities, and risks in order to set goals
Develop an action plan for your annual goals, which support long-term achievements
Appoint committee chairs
Ensure continuity in leadership and service projects
Attend presidents-elect training seminars
- Pre-PETS1
- Pre-PETS2
- PETS (Mandatory)
Attend district t assembly

Key Dates

Here is an overview of key meetings, trainings or events. Additional details will be shared we get closer to the planned event date. Please contact DGE Steve or COS Bob with questions or concerns.

July 12, 2023: PE Training Session Zoom 6:30 PM
August 12, 2023: Presidents/PE Social Paradise Park Area 6 11AM – 2 PM
October 14, 2023: Pre-PETS One Sharp Park Golf Course 2-5 PM
October 21, 2023: The Hunt to End Polio See District Calendar
November 18, 2023: Yippee ki yay for EREY Long Branch Half Moon Bay4-10 PM
January 24, 2024: PE Training Session Zoom 6:30 PM
February 10, 2024: Pre-PETS Two & Grants Training Rotary Terrace 9AM – 4PM
March 1-3, 2024: PETS – MANDATORY - San Jose DoubleTree 11AM Fri – 1PM Sunday
March 9, 2024: Grants Training Makeup Rotary Terrace 9-12 AM
March 23, 2024: Assembly/Project Fair Redwood High School 8AM – 4:30 PM (times tent)
April 10, 2024: PE Training Session Zoom 6:30 PM
May 8, 2024: PE Training Session Zoom 6:30 PM
May 17-19, 2024: “Better Together” District Conference Reno
May 25-29, 2024: Rotary International Conference Singapore
June 12, 2024: PE Catch-up/Catch-all Zoom 6:30 PM
June 30, 2024: SF Pride Parade SF - Details to come
July 1, 2024: CONGRATULATIONS PRESIDENTS!!!!
Aug. 10, 2024: Presidents & PE BBQ San Pedro Valley Park, Pacifica 11AM – 2PM TENTATIVE
Aug 14-22, 2024: Foundation Cruise Gary Chow for Details
Oct. 12, 2024: Foundation Event (Confidential) TBD 11-5 PM
Oct. 24, 2024: World Polio Day Clubs determine
Jan. 24-26, 2025: World Peace Conference Rohnert Park W/All PETS Districts
May 15-18, 2025: District Conference (Confidential) Thursday thru Sunday
June 21-25, 2025: RI Convention Calgary, Canada

Rotary Learning Center

Rotary International has a robust online learning resource with materials that are designed to help you learn new skills and become more successful in what you do.

Step One: Log-in to Rotary's Learning center by visiting Rotary.org/learn. Use your MyRotary account credentials to log-in. You must log-in first for the links below to work.

Step Two: Click on a course name below to go directly to the course.

"Preparing for your time in office" :

Getting Started With the Learning Center (15 mins)

Get Ready: Club President (15 mins)

Rotary Club Central Resources (15 mins)

Managing Club Business (30 mins)

Working with your Club Leadership Team (30 min)

Minimizing Risk (15 mins)

Protecting Personal Data (30 mins)

Protecting Youth Program Participants (30 mins)

"Leadership Basics & Resources" :

Online Membership Leads (30 mins)

Rotary Foundation Basics (Optional, 45 mins)

Best Practices for Engaging Members (45 mins)

"Leading in Times of Transformation" :

Leading Change (30 mins)

Committing to Diversity, Equity, and Inclusion (15 mins)

Creating an Inclusive Club Culture (15 min)

Resources & Reference

Ready for a deep dive? Here's some links for learning more about the role of the Club President and help you begin to build a plan for your term.

Sites:

Far West PETS: https://www.farwestpets.org/

Documents:

DGE Steve's July 12th Deck

RI Presentation at July 12th PE Meeting

RI Policies

RI Club Constitution Template

Videos:

July 12th President Elect Meeting:

Grant Qualification Process

Did you know there are grant funds available to do service projects during the 2024-2025 Rotary year (your term as Club President)? District Designated Funds (DDF) provide funding for District Grants and Global Grants. Each Club is allocated DDF annually by District 5150 based on the Club’s prior 3 years of donations to The Rotary Foundation’s (TRF) Annual Fund.

This is FREE money available to clubs that complete the grant qualification process. As President-Elect, you are responsible for helping your club qualify for the grant application process.

Grant Qualification Checklist [PDF]
Grants Policies and Procedures [PDF]
DDF Allocation as of February 2023 [Excel]
DDF Fair Share Transfer or Use Form [Word]
Grant Qualification Training Sessions (you and one other member of your club are only required to attend one)
- February 10 (Rotary Terrace, South San Francisco or Online)
Documents that MUST be signed and submitted by March 15, 2024 (VET DATE):
- District 5150 Addendum MOU [PDF]
- The Rotary Foundation MOU [PDF]