NAVIGATING AND HARNESSING MY.ROTARY.ORG.pptx

Getting to know how to make good use of my Rotary

1. by Michael S. Tañedo NAVIGATING & HARNESSING MY.ROTARY.ORG FOR CLUB EXCELLENCE!

2. OBJECTIVES OF THIS WORKSHOP Appreciation of the Rotary International Website ( Rotary.Org ) Understanding My.Rotary.Org & RCC Club Administration TRF Contribution RCC Goal Setting and Monitoring Service Project Center Learning Center Q&A on RCC Workshop / Hands-on of Data Entries 2

3. BENEFITS OF THIS WORKSHOP Club officers can provide accurate reports for cluster and district performance evaluations. Membership growth 100% account login 100% EREY/TRF-giving Club 100% Polioplus -giving Club A monitoring tool to achieve the ROTARY CITATION or now called CLUB EXCELLENCE AWARD Matching TRF recognition points to attain PHF recognition. Smooth transition of the system to the succeeding set of club officers 3

4. VISION STATEMENT OF ROTARY INTERNATIONAL TOGETHER , WE SEE A WORLD WHERE PEOPLE UNITE AND TAKE ACTION TO CREATE LASTING CHANGE — ACROSS THE GLOBE, IN OUR COMMUNITIES, AND IN OURSELVES. 4

5. VISION STATEMENT OF ROTARY INTERNATIONAL TOGETHER , WE SEE A WORLD WHERE PEOPLE UNITE AND TAKE ACTION TO CREATE LASTING CHANGE — ACROSS THE GLOBE, IN OUR COMMUNITIES, AND IN OURSELVES. 5

6. ROTARY’S ACTION PLAN & STRATEGIC PRIORITIES 6

7. THE Digital Platform THAT Drives Impact, Growth, and Adaptability ROTARY.ORG 7

8. RI WEBSITE: COVERED FOR EVERYONE 8 ROTARY MEMBERS ROTARY OFFICERS NON-ROTARIANS

9. LEADERSHIP RESOURCES: Access to training materials, guides, & webinars Club Administration: managing club membership and reporting. Templates for promotional materials. Strategic Planning: Guidelines and resources for setting goals Networking: Connect with other club leaders globally applying for grants and funding from TRF Brand Center: official logos, templates, and branding guidelines. Event Management: organizing RI WEBSITE FOR CLUB OFFICERS 9 RI WEBSITE FOR MEMBERS Membership Resources : support personal & professional development. Project Participation & FUND-RAISING: Tools for finding in local & international service projects. FUND-RAISING WITH RAISE FOR ROTARY Educational Opportunities: courses & certifications through Rotary’s learning center. Networking and Fellowship: Connect with other members worldwide through forums, events, & social platforms. Recognition Programs: Information on awards & recognitions News and Updates: latest Rotary news, updates, and stories of impact.

10. Information and Awareness: Learn about Rotary’s mission and global impact. Access to stories of service projects Getting Involved: Information on how to join Rotary or participate in its initiatives. Educational Resources: Access to information on Rotary-sponsored scholarships and educational programs. Partnership Opportunities: Learn about collaboration opportunities for businesses, NGOs, and community organizations. News and Events: Updates on Rotary events, conferences, and community activities. Donations and Support: Opportunities to support Rotary’s mission through donations and sponsorships. RI WEBSITE FOR NON-ROTARIANS 10 Rotary.org (website) Is a COMPLETE PLATFORM for CLUB MANAgEMENT engagement learning Collaboration offering valuable resources for club officers, members, and anyone interested in rotary's mission.

11. Our tasks today? EXPLORE Maximize the OPPORTUNITIES and TOOLS available in My.Rotary.Org to achieve the BEST PERFORMANCE in our club. 11

12. Title Page Option MY.ROTARY.oRG (Club Administration)

13. INITIAL TASK Before the start of the fiscal year in July, Rotary clubs should conduct thorough housekeeping on My.Rotary.Org to ensure that all information, records, and goals are up-to-date and accurately reflect the club’s plans and activities. MY.ROTARY.ORG Optimized for Rotarians 13

14. MY.ROTARY.oRG : MAIN MENU The Main Menu Focus on the big square and rectangular boxes for most activities to perform Selection of all the administrative tasks, promotional tools and learning center for the club Start with VIEW CLUB to enter or modify main club information 14

15. MY.ROTARY.oRG : CLUB DETAILS The CLUB Information Rotary ID Update Contact Information Meeting time and place Find the EDIT box to change information 15

16. MY.ROTARY.oRG : CLUB DETAILS TAB Select the TABS to perform: MEMBERS FINANCE REPORT GOALS 16

17. MY.ROTARY.oRG : CLUB MEMBERSHIP TAB MEMBER tab Select option to perform on Add Manage Officers Download Press the 3 (…) dots to the right of each member to modify membership role or status When ADDING new member, be sure to search first the member’s name if already listed in the database. Option to REACTIVATE or create new club ID. 17

18. ADDING NEW MEMBER CLUB SECRETARY TASKS FOR ADDING NEW MEMBERS IN My.Rotary 18 Ask the new member’s info Complete Name Email Address (be sure this is active and know your password) Postal Address Contact Number (be sure this is active and registered Sponsor Club Secretary shall encode the information, designate as active member with Rotary Member ID# generated. Check the database first if the member has a registered but inactive/terminated account. Decide to reactivate or create new member account. It is recommended to reactivate the member’s account if there are previous TRF contributions and has key roles in the past.

19. MY.ROTARY.ORG LOGIN ADDING NEW MEMBER 19 Fill-in the most important: Name Phone Number Email Birthdate Address Sponsor

20. ADDING NEW MEMBER TASK OF THE NEW CLUB MEMBER to register My.Rotary ACCOUNT 20 Checks the active email provided to the club secretary. Find the email sent by RI, if not found in your INBOX, search it in the SPAM folder. Read the follow the instructions in the email to create an account. Create the account and remember/keep your login password. Note to Club Secretary: Encourage all new members to create their account to achieve 100% Login Recognition by the District Award Committee. Check the Account Status Report

21. ADDING NEW MEMBER TASK OF THE NEW CLUB MEMBER to register My.Rotary ACCOUNT 21 Fill-in the required information Important that you provide the correct email address you submitted to the Club Secretary

22. MY.ROTARY.ORG LOGIN FORGOT My,Rotary LOGIN PASSWORD 22 Type My.Rotary.Org , click Login On the login page, click on the "Forgot password?” Enter the email address associated with your My Rotary account in the provided field. Click "Submit" or "Continue" to proceed. Check your email inbox for a message from Rotary International with the subject "Password Reset Request.” If you don’t see the email, check your spam or junk folder. Open the email and click on the link provided to reset your password.

23. MY.ROTARY.ORG LOGIN FORGOT My,Rotary LOGIN PASSWORD & INACCESSIBLE EMAIL 23 Contact Your Rotary Club Secretary : Provide the secretary with a new, active email address where you can receive communications. Club secretary to update the new email on the contact information of the club member. Then club secretary to advise the club member to register using the new email account. Member to to select REGISTER in My.Rotary.Org with new email as login, fill up the form, then follow the steps until a validation is received in his/her email. Follow the guide in the email then proceed to enter new password in My.Rotary.Org

24. MY.ROTARY.oRG : CLUB MEMBERSHIP TAB ASSIGN CLUB OFFICER ROLE Press the 3 (…) dots to the right of the member then ASSIGN the role The highest access level is the Club President and the rest of the officers can access certain levels related with their role. It is important that the next set of officers be assigned before July 1. You can change the officers anytime. Important that these officers know their account login and password. 24

25. MY.ROTARY.oRG : CLUB MEMBERSHIP TAB ASSIGN CLUB OFFICER ROLE Officers role can be assigned also in the CLUB DETAILS tab Select and input the key Officers that can manage the RCC: Club President (highest access) Club VP Executive Secretary/Director Club Secretary, Club Treasurer Chairs for TRF, Public Image, Membership, Service Project Learning Facilitator Young Leaders Contact 25

26. MY.ROTARY.oRG : CLUB MEMBERSHIP TAB Back to the previous page to select the next FINANCE tab 26

27. MY.ROTARY.oRG : CLUB FINANCE TAB FINANCE tab Rotary club per capita dues per half year are as follows: 2023-2024: $37.50 2024-2025: $39.25 2025-2026: $41.00 Review and cleanup members list before the Invoice Generation period on July1 and Jan1 Pay ONLINE or BANK Payment of Club Invoic e is very important to qualify for the Rotary Citation or Rotary Club Excellence Award. 27

28. MY.ROTARY.oRG : CLUB REPORTS TAB Focus on the 3 red boxes AWARDS CONTRIBUTIONS ACCOUNT STATUS Select ROTARY CITATION or ROTARY CLUB EXCELLENCE AWARD 28

29. MY.ROTARY.oRG : CLUB REPORT - Rotary citation Periodically check this report to know the standing of the club’s achievements vs. its goals. The CITATION EARNED will be labeled “Yes” if goals are 100% achieved. Note: Select at least 50% of the goal listed in the RCC GOAL to be qualified. 29

30. MY.ROTARY.oRG : CLUB REPORTS TAB THE ROTARY FOUNDATION Select CONTRIBUTIONS & RECOGNITION Then Club Giving 30

31. MY.ROTARY.oRG : CONTRIBUTION & RECOGNITION REPORTS Focus on the red arrowed items Use these reports to assess members’ contributions and recognition points to match with other club member for a Paul Harris Fellow recognition. (Read the section on how to match points). These reports will help you analyze the club standing to achieve the following awards: 100% TRF-Giving Club 100% Polioplus -Giving Club Highest TRF-giving Club in the District Criteria for Outstanding Club and Outstanding President 31

32. MY.ROTARY.oRG : CONTRIBUTION & RECOGNITION REPORTS CLUB RECOGNITION SUMMARY Useful in determining RECOGNITION POINTS AVAILABLE for sharing to other members for PHF Recognition Check the current PHF Level 32

33. MY.ROTARY.oRG : CONTRIBUTION & RECOGNITION REPORTS BANK TELLER DEPOSIT Check first the exchange rate here: https://my.rotary.org/en/exchange-rates Go to BPI and fill-up the deposit slip as shown. RI Account# (refer to your district) Account Name: THE ROTARY FOUNDATION Club Member ID# and Name Indicate if Polioplus or Annual Share Club ID# and Club Name Amount of Donation in Peso 33

34. MY.ROTARY.oRG : CONTRIBUTION & RECOGNITION REPORTS BANK TELLER DEPOSIT Email your receipt to your district TRF officer Email the same to your club secretary and treasurer if the depositor is a club member. 34

35. MY.ROTARY.oRG : CONTRIBUTION & RECOGNITION REPORTS ONLINE DONATION Find the DONATE button at the top of the screen 35

36. MY.ROTARY.oRG : CONTRIBUTION & RECOGNITION REPORTS DONATE Select PolioPlus fund or any other cause you want. All of these causes are eligible for PHF recognition 36

37. MY.ROTARY.oRG : CONTRIBUTION & RECOGNITION REPORTS DONATE Select One-time donation Pay with credit card Depending on the credit card company will charge from P50 to P200 per $100 on top of your donated amount SUBMIT, a confirmation receipt will be sent to the email of donor. After 1-3 days your donation will be reported by the system. 37

38. MY.ROTARY.oRG : CONTRIBUTION & RECOGNITION REPORTS DONATION CONFIRMATION RECEIPT Print this or screenshot and send copies to your club treasurer Attach this with the RECOGNITION TRANSFER REQUEST form 38

39. MY.ROTARY.oRG : CONTRIBUTION & RECOGNITION REPORTS PHF RECOGNITION TRANSFER REQUEST FORM Accomplish the form in two copies and have it signed by two club members sharing their 500 pts. Scan the two copies and email it to your region (see the bottom list of the PHF Recognition Transfer Request Form) The PHF pins will be sent to your District Governor or Club President. The digital certificate will be sent to your email. 39

40. MY.ROTARY.oRG : CONTRIBUTION & RECOGNITION REPORTS CLUB RECOGNITION SUMMARY UPDATE After RI Australia has processed the TRANSFER, the Recognition points of both parties decreased by 500 points. Likewise, their PHF levels increased by one. Club Secretary to report the $100 polioplus contribution to Polioplus Coordinator for the recognition of Polioplus Society. 40

41. MY.ROTARY.oRG : CONTRIBUTION & RECOGNITION REPORTS CLUB FOUNDATION BANNER REPORT Attention to the following to received the following District Awards: TRF Giving Achieved EREY Achieved Paul Harris Society Member Qualification 100% contributing members EREY - $25/member Polioplus - $10/member Per Capita - $100 41

42. MY.ROTARY.oRG : CONTRIBUTION & RECOGNITION REPORTS CLUB FUNDRAISING ANALYSIS Attention to the following to received the following District Awards: TRF Giving Achieved EREY Achieved Paul Harris Society Member Qualification 100% contributing members EREY - $25/member Polioplus - $10/member Per Capita - $100 42

43. MY.ROTARY.oRG : CONTRIBUTION & RECOGNITION REPORTS 43

44. MY.ROTARY.oRG : CLUB REPORTS TAB Select MY ROTARY ACCOUNT STATUS 44

45. MY.ROTARY.oRG : CLUB REPORTS TAB Find the “N” along the column of ONLINE ACCOUNT WITH MY ROTARY Ask them to check their email inbox sent by RI and register or create an account in my.rotary.org Having a 100% registered account will contribute a District Award 45

46. MY.ROTARY.oRG : CLUB REPORTS TAB Enter GOALS to the ROTARY CLUB CENTRAL 46

47. MY.ROTARY.oRG : ROTARY CLUB CENTRAL (RCC) THE MAIN PANEL This is an improvement from last year’s interface: Faster Tabs are aligned with the 4 action plans New Rotaract Panel Graphs are improved Service Project links to the improved Service Project Center Total of 20 Goals Focused on making impacts on SERVICE, TRF CONTRIBUTIONS, PUBLIC IMAGE & MEMBERSHIP Set 10 goals for Rotary Citation 47

48. MY.ROTARY.oRG : ROTARY CLUB CENTRAL (RCC) CLUB GOALS Clubs set, monitor, and update their goals across different categories such as membership, service projects, and financial contributions. Club leaders establish targets for the Rotary year and track their progress toward achieving these goals. GLOBAL SUMMARY Provides a comprehensive overview of the club's performance in relation to global Rotary goals, offering a snapshot of how the club's activities align with broader Rotary objectives. TRENDS Club leaders to review trends over time, enabling them to identify patterns, areas of growth, and opportunities for improvement. SERVICE PROJECTS Clubs to keep a record of all their service initiatives, monitor project progress, and share successful projects with the broader Rotary community. RESOURCES Members use these resources to improve their understanding of how to effectively use Rotary Club Central and enhance their club’s operations. REPORTS Club and district leaders use these reports to evaluate the effectiveness of their activities, track progress against goals, and make data-driven decisions. CONTACT US Members and club leaders use this section to get in touch with Rotary’s support team for help with technical issues, questions about using the platform, or other support needs. 48

49. MY.ROTARY.oRG : ROTARY CLUB CENTRAL (RCC) ENGAGEMENT 8 GOAL SETTINGS Service Participation How many members will participate in club service activities during the Rotary year? Social Activities How many social activities will your club hold outside of regular meetings during the Rotary year? Rotary Action Group Participation How many club members will be members of at least one Rotary Action Group (RAG) during the Rotary year? Leadership Development Participation D evelopment programs or activities during the Rotary year? How many members will participate in leadership District Conference Attendance How many members will attend your district conference? Use of Official Rotary Promotional Materials Did your club use Rotary International’s promotional, advertising and public service materials (videos, social media graphics, digital banners, etc.) Rotary Fellowship Participation How many club members will be members of a Rotary Fellowship during the Rotary year? District Training Participation How many of your club’s leaders will attend a learning event to prepare for their role? 49

50. MY.ROTARY.oRG : ROTARY CLUB CENTRAL (RCC) IMPACT 3 GOAL SETTINGS Annual Fund Contributions How much money (USD) will be contributed to The Rotary Foundation Annual Fund by your club and its members during the Rotary year? Service Projects How many service projects will your club complete during the Rotary year? Polioplus Contributions How much money (USD) will be contributed to The Rotary Foundation PolioPlus Fund by your club and its members during the Rotary year? 50

51. MY.ROTARY.oRG : ROTARY CLUB CENTRAL (RCC) REACH 6 GOAL SETTING Rotaract Clubs How many new and existing Rotaract clubs will your club sponsor during the Rotary year? Club Membership How many total members does your club want by the end of the Rotary year? Interact Clubs How many new and existing Interact clubs will your club sponsor during the Rotary year? New Member Sponsorship How many members will sponsor a new club member during the Rotary year? Media Stories about club projects How many media stories will cover your club's projects during the Rotary year? RYLA Participation How many individuals will your club sponsor to participate in Rotary Youth Leadership Awards (RYLA) events during the Rotary year? 51

52. MY.ROTARY.oRG : ROTARY CLUB CENTRAL (RCC) ADAPT 3 GOAL SETTINGS Strategic Plan Does your club have an up-to-date strategic plan? Online Presence Does your club’s  branding (promotional materials, website, social media accounts)  use current and correct Rotary logos and portray members as People of Action? Update Website and Social Media During the Rotary year, how many times per month will your club's website and social media accounts be updated to reflect current activities and information of interest to the public?​ 52

53. MY.ROTARY.oRG : ROTARY CLUB CENTRAL (RCC) GLOBAL SUMMARY An overview of the global targets and achievements by the whole RI, Zone, District and Cluster. 53

54. MY.ROTARY.oRG : ROTARY CLUB CENTRAL (RCC) GLOBAL SUMMARY An overview of the global targets and achievements by the whole RI, Zone, District and Cluster. 54

55. MY.ROTARY.oRG : ROTARY CLUB CENTRAL (RCC) TRENDS Valuable insights: identify patterns, track growth, and spot areas that need improvement 55

56. MY.ROTARY.oRG : ROTARY CLUB CENTRAL (RCC) SERVICE PROJECTS Click on the “ADD PROJECT IN SERVICE PROJECT CENTER” button. Showcase the impact your club is making 56

57. MY.ROTARY.oRG : SERVICE PROJECT CENTER ADDING SERVICE PROJECT IN THER SERVICE PROJECT CENTER (SPC) Before adding, click on “My Club “ link to ensure that the project hasn’t been added already 57

58. MY.ROTARY.oRG : SERVICE PROJECT CENTER ADDING SERVICE PROJECT Avoiding Duplicate Entries: Search Existing Projects Check for Duplicates Maintain Accuracy 58

59. MY.ROTARY.oRG : SERVICE PROJECT CENTER 59 ADDING SERVICE PROJECT Review the details, otherwise proceed adding your new project. Click ADD NEW PROJECT button to proceed

60. MY.ROTARY.oRG : SERVICE PROJECT CENTER ADDING SERVICE PROJECT Select ESTABLISHED PROJECT The other option is a project that you require partners such as for a global grant. 60

61. MY.ROTARY.oRG : SERVICE PROJECT CENTER ADDING SERVICE PROJECT Enter Project Information : Fill in the required fields, including project name, description, category, goals, timeline, and budget. Identify Partners : If applicable, add partner organizations or clubs that are involved in the project. Set Milestones : Define key milestones and expected outcomes to track the project’s progress. Upload Media and Documents : Attach any relevant photos, videos, or documents that support your project. Save and Share : Once all information is complete, save the project and share it with the Rotary community to attract support and showcase your club’s impact. 61

62. MY.ROTARY.oRG : SERVICE PROJECT CENTER ADDING SERVICE PROJECT Add photos and videos that conform to Rotary’s Public Image guidelines. Post ACTION photos that tells a story Review tips at the brand center in this link: https:// brandcenter.rotary.org / en -us 62

63. MY.ROTARY.oRG : SERVICE PROJECT CENTER SERVICE PROJECT SHARING Share your project to your FACEBOOK page, X (formerly Twitter), LinkedIn or Whatsapp / Messenger. 63

64. MY.ROTARY.oRG : ROTARY CLUB CENTRAL (RCC) RESOURCES HUB Tools Guides Best Practices 64

65. MY.ROTARY.oRG : ROTARY CLUB CENTRAL (RCC) REPORTS Members and Engagement Rotary Foundation Giving Service Use these references for your AG/DG Monthly Report 65

66. MY.ROTARY.oRG : ROTARY CLUB CENTRAL (RCC) CONTACT US Contacting the RI help desk may take some time to answer your issues, so you may contact me at my messenger or email [email protected] 66

67. MY.ROTARY.oRG : MAIN MENU ROTARY LEARNING CENTER (RLC) Self-paced Interactive courses / categorized Learning plans Progress tracking Language support Community forums Earn CERTIFICATE OF COMPLETION Regularly updates 67

68. MY.ROTARY.oRG : LEARNING CENTER CATEGORIES Rotary Basics Club Leadership Courses District Leadership Courses Public Image Courses Membership Courses Foundation Courses Service Project Courses Learning Facilitator Professional Development Courses 68

69. MY.ROTARY.oRG : LEARNING CENTER COURSES Almost 1000 topics in various languages Constantly Updating Interactive with quizzes Scenario setting Videos Downloadable guides and references 69

70. MY.ROTARY.oRG : LEARNING CENTER RLC MY ACHIEVMENTS Progress tracking of: Courses completed Certificates earned Learning plans finished Ranking points 70

71. MY.ROTARY.oRG : LEARNING CENTER MY DASHBOARD A central hub for managing and tracking your learning journey 71

72. MY.ROTARY.oRG : LEARNING CENTER Q&A SECTION A space for sharing knowledge and clearing up course-related questions. 72

73. MY.ROTARY.oRG : LEARNING CENTER MY ACTIVITIES Tracks learning activities Shows course progress Lists completed courses Highlights pending tasks 73

74. MY.ROTARY.oRG : LEARNING CENTER CERTIFICATE Sample Certificate 74

75. THE MY.ROTARY.oRG EXPERIENCE 75

76. THE ROTARY CLUB OF UPTOWN DAGUPAN RY2021-2022 EXPERIENCE DILIGENT ENTRIES AND UPDATING THE RCC GOALS Monthly monitoring of Goal vs Achieved January 2022 full settlement of RI (SAR) dues RI Citation confirmed by end of January 2022 for the RCUD, Rotaract and Interact CONSISTENT ENTRIES IN THE SERVICE PROJECT SHOWCASE Award-winning Empowering Girls project, recognized by RI President Shekhar Mehta. Impactful Rotary Day of Service awarded from RI President Shekhar Mehta FUND-RAISING FOR POLIOPLUS Contribution by creating animated theme logo Joining in a Rotary Action Group and Rotary Fellowship Using the Raise for Rotary 76

77. THE ROTARY CLUB OF UPTOWN DAGUPAN RY2021-2022 EXPERIENCE PERFORMANCE DUE TO THE EFFECTIVE USE OF My.Rotary.Org & RCC 133 projects 296% achieved vs goal 33% growth vs previous year $7,777 TRF Contributions 260% achieved vs goal 18% growth vs previous year 100% TRF & Polioplus giving Club 34 members 113% achieved vs goal 26% growth vs previous year 77

78. WRAP UP 78

79. BEST PRACTICES & SUMMARY Club Administrator shall delegate and supervise the tasks covered in this workshop to the club secretary in collaboration to each committees/directors. Director on Membership Director on Service Director on Public Image Director on TRF Update status of members (active, terminated) Regularly update RCC entries, focusing on the Service Project Center. Monitor and adjust progress using available reports. Innovate and creatively share Rotary stories. Utilize the Learning Center for growth opportunities. Explore the extensive resources on the continuously updated RI website. 79

80. EXPLORE MORE RI RESOURCES RAISE FOR ROTARY / ONLINE DONATION CLUB MESSAGING MEMBERSHIP LEADS ROTARY ACTION GROUPS ROTARY FELLOWSHIPS GRANT MANAGEMENT 80

81. 81 ROTARY ANNUAL DUES

82. EXPLORE ENGAGE ELEVATE our IMPACT Today ROTARY DUES >>> RI WEBSITE

83. Document Your Success, Reflect Your Best – Shine in Recognition! 83

84. QUESTIONS 84

85. Thank you! Next…..HANDS-ON WITH RCC 85 [email protected]