Posted on Apr 28, 2021
 
Rotary International staff and your regional leaders are here to support you during your time as a club or district leader. We’d like to share some information about the process of managing membership leads through My Rotary that will help you to achieve your membership goals.
 
Each year, more than 20,000 people express an interest in Rotary at rotary.org/join. This is a convenient, secure way for them to take the first step toward membership and start building a lasting connection with Rotary. The Manage Membership Leads page on My Rotary connects you with these prospective members, as well as returning and relocating Rotarians and candidates referred by our members.
 
As club and district leaders, you each play an important role in how effectively we connect with all of these candidates.
 
District governors: Making a district plan for responding to leads is crucial so you can make sure that every candidate is contacted. You’ll be copied on email notifications about leads that are assigned to your district. Put someone in charge of checking for leads regularly, taking action to learn more about them, and assigning them to clubs. We recommend empowering your district membership chair to oversee this process. It’s one of their primary responsibilities, and they receive training in how to manage online leads and cultivate relationships with prospective members.
 
Assistant governors: You’ll receive email notifications only when a candidate is assigned to a club in your group. Because you work closely with a smaller number of clubs, you have a better understanding of the different club experiences and can advise the district membership chair on what each of your clubs has to offer candidates. 
 
District membership chairs: You and the district governor will receive email notifications about membership leads, but you are in the best position to manage or delegate this process. If your role has been reported to Rotary and you have an active My Rotary account, you can go to Manage Membership Leads to review leads, contact candidates to learn about their needs and interests, assign them to clubs, and follow up with club leaders. 
 
Club leaders: If your club is ready to welcome candidates, make sure you tell your district membership chair and assistant governor that you’re interested in being assigned membership leads. When you receive an email notification that a lead has been assigned to you, it indicates that district leaders believe your club will be a good match for that candidate, so you should contact your possible new member. Contacting them does not promise them membership in your club or Rotary. But it does signal to that person — a member of your community — that Rotary cares and is interested in learning how we can engage with them. 
 
Remember, the most important thing you can do is establish a process for managing leads, or become familiar with our recommended process
 
The Manage Membership Leads page continues to evolve to better support your membership efforts. Please contact us if you have any questions or need support.