FACILITATOR GUIDE VERSION

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1 FACILITATOR GUIDE VERSION

2 Welcme t the facilitatr guide fr Rtary Znes 28 & 29 One Rtary Summit. We have wrked t refresh the One Rtary Summit cntent frm last year t encurage even mre dialgue and interactin amngst participants. The materials include: One Rtary Summit Facilitatr Guide (this dcument) One Rtary Summit Presentatin Dwnlad via Drpbx One Rtary Summit Hmetwn Scenaris dcument Dwnlad via Drpbx One Rtary Summit Nametag Organizatin Template spreadsheet Dwnlad via Drpbx Setting the Stage Prep Checklists fr Membership, Public Image and the Rtary Fundatin. Dwnlad via Drpbx We strngly recmmend using these checklists t develp yur talking pints in the One Rtary Summit Presentatin. Prspective Member Brchure: Impact Begins with Yu [Sku001] Available n shp.rtary.rg* The Rtary Fundatin Reference Guide [219EN (1015)] Available n shp.rtary.rg* Club Fundraising Analysis Available n My Rtary* *Each District has access t 300 fr rdering materials via My Rtary. Please see the Reimbursement Request Frm at the end f this Facilitatr Guide. Sme f the abve materials have a free dwnlad ptin n the rder page. PREPARING FOR YOUR ONE ROTARY SUMMIT Fllw the steps belw t prepare fr yur One Rtary Summit: Schedule yur One Rtary Summit and pick a facility/lcatin that is cnducive fr adult learning. Determine the fllwing rles: Lead facilitatr Respnsible fr leading the One Rtary Summit. Supprt facilitatrs The number will vary based n the number f participants. Recmmend having ne supprt facilitatr per tw grups (16 peple). These facilitatrs will ram and supprt grups/tables if they require any supprt. Fully review and explain materials and addin District specific infrmatin n Slides #46. Wrk with yur District Membership, Public Image and Rtary Fundatin representatives t help yu identify the prper infrmatin fr these slides and use the Setting the Stage Prep Checklist fr guidance. Make up nametags fr participants. Yu ll want participants t visit three different tables (ne table per rund) fr the hmetwn scenaris activity. Use the ORS Nametag Organizatin Template spreadsheet t help yu rganize participants. 1

3 Yu ll want t make sure yu have a few peple frm the same club at each table. Assign each participant a Number (Rund #1), a Letter (Rund #2) and a Clr (Rund #3) and prvide these three identifiers n their nametag. Gather needed supplies which include: Nametags with assigned table numbers listed. Laptp and prjectr fr displaying the One Rtary Summit presentatin. Print materials Hmetwn Scenaris dcument (ne per participant) Flip charts Markers Easels (ptinal) Nte paper fr participants (ptinal) FACILITATOR INSTRUCTIONS Fllw the instructins belw t facilitate yur One Rtary Summit. PART I: WELCOME & SETTING THE STAGE 30 MINUTES Use the One Rtary Summit Presentatin as yur visual aid thrughut the One Rtary Summit. This sectin includes Slides #1 #7. Welcme participants and intrduce yurself (and any ther facilitatrs fr tday s One Rtary Summit). Keep the Setting the Stage sectin cncise and t the pint. Yu nly have 2025 minutes t get thrugh this cntent s please stick t yur bullets and let yur audience knw where they can learn mre after the One Rtary Summit. It is very imprtant t relay t participants that althugh yu are ging t give District specific infrmatin regarding Membership, Public Image and The Rtary Fundatin separately, all three supprt each ther in a variety f ways. When we fcus n the synergistic relatinship amng Membership, Public Image and The Rtary Fundatin we better see hw success in any ne f these areas autmatically benefits the thers. Review the instructins fr the day (Slide #7) and direct participants t the One Rtary Summit Hmetwn Scenaris handut fr mre detailed instructins. Let the participants knw that additinal supprt facilitatrs will be raming and are available t assist grups if need be. Reinfrce that yu will give them time checkpints thrughut the next tw hurs s they knw where they re at and can ensure t finish the activity. G ver all f the infrmatin in the Instructins t Participants sectin f the Hmetwn Scenaris dcument and nte that thse instructins are in the dcument fr reference as they discuss the scenaris in Runds 1 thrugh 3. 2

4 PART II: HOMETOWN SCENARIOS 120 MINUTES Yu will use Slide #8 fr this sectin. Time t transitin int grup wrk reinfrce t all participants that the best learning happens when everyne feels they can share ideas, ask questins and build ff f ne anther s thughts. Encurage an envirnment that is safe fr sharing n matter a Rtarian s experience, tenure and/r knwledge base. Yu can shw Slide #8 thrughut the 120 minutes f grup wrk. Give a time reminder at 15 minutes reminding grups t mve int the discussin prtin f rund ne. Give a time reminder at 30 minutes reminding grups t summarize their ideas/discussin pints n flip chart paper. Call time at 40 minutes and ask grups t rtate and begin the secnd rund f Hmetwn Scenaris. Repeat the same time check annuncements fr runds tw and three. Once yu hit yur 120 minutes ask grups t put their markers dwn and wrap up their discussin as yu ll transitin int the final part f the One Rtary Summit. PART III: WRAP UP & IDEA SHOP 30 MINUTES Yu will use Slides #9 #14 fr this sectin. Begin with Slide #10 and spend just 5 minutes cllecting participant s AhHa mments. Let them knw yu nly have five minutes and yu d like t cllect as many as pssible s keep them shrt and sweet. Slide #11 call attentin t their take hme materials. Slice #12 reinfrces what tday was all abut. Be enthusiastic and encurage participants t cntinue their cnversatins when they leave the One Rtary Summit by taking ntes during the Idea Shp and reaching ut t ther clubs fr mre infrmatin, t ask questins and t cllect any additinal resurces they can t better their wn club. Slide #13 sets up the Idea Shp. Tell participants that when yu get t the end f the wrap up yu ll ask all grups t pst their flip charts where everyne can see. Encurage everyne t stay as lng as pssible t review the psted flip charts and take detailed ntes. Thank everyne fr their willingness t participate, keep an pen mind and have fun! Ask grups t nw pst their flip charts and end the One Rtary Summit by kicking ff the Idea Shp! Best Practice Ask that grups identify ne persn t stand by their flip chart(s) during the Idea Shp t prvide any clarity and/r mre infrmatin. 3

5 ROTARY INTERNATIONAL AND ROTARY FOUNDATION EXPENSE STATEMENT Name: Rtarian/Staff/Officer: Rtarian Ttal Expenses (US): Tday's Date: Date(s) Cvered: 24Aug16 Fr AP Dept Use Only: Vendr # Lcatin: Staff Liaisn: Rtary ID: Address: Cuntry: Sheena Lilly United States f America (USA) Ttal Advance Amunt: Due t Individual r (Due RI): Any Spuse Related Expenses? Payment Optin: Title/Office: Lcatin f Assignment: Assignment: Signature: Pamela Harkema Currency: Exch Rate: 60 Day Dup. Pmt. Out. Adv. Spuse Frm (if app.) Business Purpse Prf f Pmt Ttals Date Expense Type Descriptin/ Business Purpse f Expense Others Present (Business Relatinship & Number) Amunt f Expense (in lcal currency) Currency Exchange Rate US Ttal Dcumentatin Fr RI Staff Use Only Cst Ctr Acct Prd Cde Other Membership Materials fr ORS Item A2 in Zne 2829 membership plan Department (Cst Center) Apprval: * Date: TOTAL (Lcal Curr) Directr/Staff Cntact Apprval: TOTAL US * Date: Disclaimer *By signing this dcument, I cnfirm the accuracy f all calculatins and that apprpriate dcumentatin (i.e., receipts r prf f payment) has been submitted and is in cmpliance with Rtary expense reimbursement guidelines. Dcumentatin is required fr any expense equal t r ver US75 (Rtarian)** / US25 (staff)** and fr all ldging expenses. Expense statements must be submitted within 60 days (Rtarian) / 30 days (staff) f the date n which the expenses were incurred t be eligible fr reimbursement. Fr air travel, the unused prtin r receipt prtin f the ticket (and cpy f authrizatin if purchased by surce ther than RITS) must be attached in rder t prcess this request. If yu have questins abut cmpleting this expense statement, click the tab labeled "Instructins" belw. ** Nte: If yur cuntry s regulatins fr dcumentatin f expenses are mre strict than the Rtary guidelines, please fllw thse regulatins when prviding receipts with yur expense statement Revised Aug 10 Page 1