Welcome District 7610 14 August 2017
Data Integration & Club Management Systems Tomasa Teliz, Data Relations Assistant
What is Data Integration & Club Management Systems? Data Integration allows your club to link your club member data to Rotary International s member database from your local database (sometimes called the District Database), for you this would be; to RI s database which is The Official Rotary Database, which can be viewed in My Rotary. TITLE 3
Eliminates duplicate data entry Data integration allows you to enter member data into one system instead of several: Club District RI (Databases) District Database RI Database With data integration, data is entered into one system and links with the Club, District and RI databases using one entry point. TITLE 4
What is the difference between the RI Database and your District Database? The RI Database is the Official Rotary Database. Each Club Invoice is generated based on the data found in the RI database which can be seen in My Rotary. TITLE 5
What is the difference between the RI Database and your District Database? The District Database is a stand alone database, that is entirely separate from the RI Database. Your District Database is used by your District to view and support the clubs in your individual district, but it is not actually connected to the RI database. TITLE 6
Districts using Club Management Systems/Data Integration A club, district, or zone may purchase a club management system for its clubs, but each club must be set-up on the vendor s website and also set-up properly on the My Rotary website. TITLE 7
Using both a Club database and a District database 1. Only one vendor may update club data, though authorization may be granted to view data to more than one vendor. 2. A club can use a vendor other than the one its district or zone uses, by simply giving view-only access to the district s vendor, which will allow the district to view the club data also. TITLE 8
Steps for Successful Integration between your local database and RI 1. Prior to setting-up on the My Rotary website, each club or district must have a contractual agreement with the data integration vendor they will be using. 2. Each individual Rotary Club must go to Rotary.org/myrotary to select the vendor for proper set-up to transfer data to the RI database. (Note: If they do not, the member data entered into the local database (in this case, DACdb) will not transfer to RI. 3. The Club ID and Member IDs in the vendor database must match the IDs in the RI database to make updates or changes. 4. Set-up on Vendor side DACdb > *Must select - RI Direct Connect 5. Security settings at the Club and individual Member level must be setup to allow transfer of data to RI. 6. Use the Compare & Sync feature provided by your vendor to see what is in DACdb, compared to what is in the RI database. 7. The club cannot be terminated. 8. Know what data the provider has rights to update. *Check the provider list. TITLE 9
DACdb has the rights to update and transfer the following items TITLE 10
How to set-up on the RI side for data integration. Rotary club officers can designate a club management vendor and set-up integration: Club President Secretary Executive Secretary/Director Membership Chair Foundation Chair Treasurer TITLE 11
How to set-up on the RI side for data integration. TITLE 12
How to set-up on the RI side for data integration. TITLE 13
How to set-up on the RI side for data integration. TITLE 14
How to set-up on the RI side for data integration. TITLE 15
Individual Rotary Club Set-up and Access Individual Rotary Club Set-up and Access: 1. Club officer goes to Rotary.org/myrotary 2. Go to Manage>Club Administration>Club & Member Data>Update Club Data>Designate a club management vendor 3. To allow the club to transfer member data that is updated using DACdb, the club must click on Tell us which vendor you re allowing to update club data. a. Note: Clicking Tell us which vendor you re allowing to view club data will only allow a club or district to view data, but will not allow updates to be transferred to the RI database. 4. On the page titled Identify and authorize a Club Management Vendor, under the heading Club Management vendor, select your vendor from the drop down menu. 5. Review the terms and conditions and click the box I Agree if you wish to complete the data integration set-up process. *Your club will then be set-up on the RI database side to update your club data. TITLE 16
For District Set-up and Access (Note: Districts can only view club data, a District cannot update club data). To allow the district to view the club information by using DACdb, please follow the steps below after completing the initial set-up above for an individual club: 1. Club officer goes to Rotary.org/myrotary 2. Go to Manage>Club Administration>Club & Member Data>Update Club Data>Designate a club management vendor 3. To allow the District to view club data that is updated using DACdb, the club must click on Tell us which vendor you re allowing to view club data. a. Note: This will only allow your district to view data, but will not allow the District to make updates to club data that will be transferred to the RI database. 4. On the page titled Identify and authorize a Club Management Vendor, under the heading Club Management vendor, select the appropriate vendor from the drop down menu that will allow the District or Zone to view club data. 5. Under the heading Access granted to, select who the club will be allowing to view their data: District to view, Zone to view, or Rotary Club to view-only. *Do not select Rotary Club if the club will be making updates using the vendor application. 6. Review the terms and conditions and click the box I Agree if you wish to complete the data integration set-up process allowing your District or Zone to view club data. *The District or Zone will then be set-up on the RI database side to view-only club data. TITLE 17
Data Integration & Club Management Systems Questions? TITLE 18
Thank you! For additional information or assistance please contact: Kenneth Wright, Data Relations Manager kenneth.wright@rotary.org Sanna Lerenman, Data Quality Manager sanna.lerenman@rotary.org Tomasa Teliz, Data Relations Assistant tomasa.teliz@rotary.org 19
Rotary Club Central Joe Roth, Product Owner, Member & Club Management
RC Central 2.0 Project Top Priorities System Performance Easier interaction and interface Consistency in behavior and information TITLE 21
Rotary Club Central Adoption From Launch to Date Rotary Club Central Launched in 2012 Average Goals per Club 30.00 25.00 20.00 15.00 10.00 5.00 0.00 2012-13 2013-14 2014-15 2015-16 2016-17 Total Goals 600000 500000 400000 300000 200000 100000 0 2012-13 2013-14 2014-15 2015-16 2016-17 TITLE 22
2016-17 Adoption Rates Top 30 Countries (At least 75 Clubs) 1 Taiwan 93.97% 2 Uganda 92.63% 3 Thailand 89.94% 4 Egypt 89.36% 5 Malaysia 85.60% 6 Colombia 83.22% 7 Turkey 80.18% 8 United States 79.87% 9 Philippines 79.31% 10 Canada 77.53% 11 Nigeria 76.11% 12 Venezuela 75.49% 13 Peru 74.52% 14 Italy 72.52% 15 Chile 70.83% 16 Japan 68.42% 17 Greece 68.09% 18 New Zealand 66.67% 19 Bangladesh 66.56% 20 Finland 63.76% 21 Argentina 61.70% 22 Bulgaria 60.92% 23 Indonesia 60.83% 24 Brazil 60.78% 25 India 60.08% 26 Nepal 57.02% 27 Australia 56.51% 28 France 56.08% 29 Mexico 55.35% 30 South Africa 54.63% TITLE 23
District 7610 Key Adoption Stats TITLE 24
Peace Initiatives Rebecca Crall, Area of Focus Manager Peace & Conflict Resolution/ Prevention
DISTRICT 7610 GIVING UPDATE THE ROTARY FOUNDATION 26
THE ROTARY FOUNDATION 27
WE MADE IT! $304.3 million raised to Do Good in the World Recommitment to polio eradication from The Gates Foundation and world leaders Top 10 charity changing the world World s Outstanding Foundation THE ROTARY FOUNDATION 28
GIVING IN ZONE 33 $5,850,603 Annual Fund $1,514,556 PolioPlus $8,166,352 Total Giving THE ROTARY FOUNDATION 29
GIVING IN DISTRICT 7610 $542,164 Annual Fund $165,584 Polio Plus $718,214 Total Giving THE ROTARY FOUNDATION 30
DONOR PARTICIPATION IN ZONE 33 THE ROTARY FOUNDATION 31
DONOR PARTICIPATION IN DISTRICT 7610 THE ROTARY FOUNDATION 32
Worldwide PHS Giving 7% of Rotarians give $1,000 or more to the Annual Fund These donors represent about 44% of all Annual Fund giving THE ROTARY FOUNDATION 33
DISTRICT HIGHLIGHTS #1 in Zone for per capita giving #2 in zone for PolioPlus Fund giving #3 in Zone for Annual Fund and Total Giving #9 worldwide for PHS members THE ROTARY FOUNDATION 34
TRF UPDATES Improved online giving Increased support for PHS New comprehensive fundraising goal New endowment campaign: 2025 by 2025 No banner updates (yay!) THE ROTARY FOUNDATION 35
QUESTIONS? ROTARY FOUNDATION 101 3 6
MEMBERSHIP UPDATE Haris Sofradzija Regional Membership Officer August 2017
WHY MEMBERSHIP MATTERS Low(er) public image = Reduced interest in joining and declining membership Membership Most donors are members Declining membership = fewer donors Public Image Unfunded or poorly funded programs and projects = Reduced public image Foundation Giving and Programs Fewer donors = Bigger contributions required to avoid funding shortfalls
MEMBERSHIP STATISTICS WORLDWIDE MEMBERSHIP TRENDS
Members MEMBERSHIP STATISTICS 2250 District 7610 Five Year Membership Trends 2240 2230 2220 2226 2210 2200 2200 2190 2180 2170 2178 2183 2177 2160 2150 2012-2013 2013-2014 2014-2015 2015-2016 2016-2017
COL MEMBERSHIP DECISIONS Flexibility in meeting frequency, format, and attendance Flexibility in membership types No distinction between e-clubs and traditional clubs Dual membership for Rotaractors
MEMBERSHIP RESOURCES Includes: Club Flexibility webpage https://my.rotary.org/en/club-flexibility - Five ways to use the new flexibility - FAQ document - Start guides with sample bylaws Membership Best Practices Discussion Group in My Rotary
MEMBERSHIP RESOURCES Membership Leads Prospective Members Relocating/ Rejoining Members Referred Members
MEMBERSHIP RESOURCES www.rotary.org/join
MEMBERSHIP RESOURCES
MEMBERSHIP RESOURCES Connect to Membership Leads For club and district leaders Explains how membership leads flow from rotary.org to clubs Details responsibilities for managing leads Links to how-to guides online Managing Membership Leads for District Leaders webinar is also available at https://vimeo.com/channels/ rotarymembership
MEMBERSHIP RESOURCES Strengthening Your Membership For club leaders Outlines steps to create a membership development plan Provides strategies, best practices and tools
MEMBERSHIP RESOURCES Membership Assessment Tools For club leaders to use for a more focused membership approach Includes diversity and classification assessments, member satisfaction and exit surveys, and more.
MEMBERSHIP RESOURCES Rotary Club Health Check Tool for club leaders to take their club s pulse Includes checklists to quickly diagnose what needs extra attention Suggests resources and ideas that can help remedy problem areas
MEMBERSHIP RESOURCES
MEMBERSHIP UPDATE Questions on policy/procedures? Looking for ideas? Successes to share? Contact us! We re here to help! Rebecca Holloway RI Regional Membership Officer rebecca.holloway@rotary.org 1.847.425.5608 Chris Jones Zone 33 Rotary Coordinator chris.jones.rotary@gmail.com 1.980.288.4007
DISCUSSION What membership questions and concerns do you have?
Membership Engagement Resources Kristin Brown, Rotary Service Manager
One Rotary Center Tour