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.


 

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!!!!
  • July 22, 2024:      Quarterly Presidents Meeting              Zoom - 6:00PM
  • 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. 23 , 2024:     Quarterly Presidents Meeting              Zoom - 6:00PM
  • Oct. 24, 2024:      World Polio Day                           Clubs determine
  • Jan. 22, 2025:      Quarterly Presidents Meeting              Zoom - 6:00PM
  • Jan. 24-26, 2025:   World Peace Conference                    Rohnert Park W/All PETS Districts
  • Apr. 23, 2025:      Quarterly Presidents Meeting              Zoom - 6:00PM
  • Apr. 27, 2025       Major Donor (tenative)
  • 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" :

Minimizing Risk (15 mins)
 

"Leadership Basics & Resources" :

Rotary Foundation Basics (Optional, 45 mins)
 

"Leading in Times of Transformation" :

 

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:
 
 
 
Documents:
 
 
 
 
 
 
 
 
 
 
 
 
 
Videos:
 
 
 
 

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.

Tools

Support Team

You have a large network to support you as Club President. Consider reaching out to the following resources for help:
 
  • Immediate Past Club President
  • Club Board Members
 
 
Contacts:
 

Frequently Asked Questions

How do I register for PETS?

 

Registration will open at the end of the year. Emails will be sent to all President Elects. BE SURE TO REGISTER QUICKLY!

 
 
How do I access My Rotary?

 

Here's the link:

 

 
Where can I find RI and District policies?