26-27 Assistant Governor Resource Hub
Prepare for a successful term.
Welcome, Assistant Governors! You have one of the best roles in Rotary. As AGs, you lead and motivate your club, ensuring that members feel valuable, inspired, and connected to each other.
As AG-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.
Page Overview
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 seminar
- Attend district training assembly
Not sure where to start? Use the President-Elect Planning Calendar [PDF] to guide your journey.
Key Dates
Here is an overview of key meetings, trainings or events you should plan to attend. Please contact DG YuHui (rotarianyuhui@gmail.com) or COS Gary (garybutlerrotary@gmail.com) with any questions:
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Date:
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Event:
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Location:
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Time:
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November 9, 2025
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PELS 1
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Rotary Terrace
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8:00am–3:00pm
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December 6, 2025
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The Rotary Foundation
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Rotary Terrace (one of two options)
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January 10, 2026
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The Rotary Foundation
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Rotary Terrace (one of two options)
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February 7, 2026
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Pre PELS Two
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Rotary Terrace
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8:00am–1:00pm
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February 7, 2026
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Grants Management
Training
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Rotary Terrace
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1:30pm–4:00pm
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| February 11, 2026 | AG Meeting w/ DGE |
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6:30pm–7:30pm | ||
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March 6-8, 2026
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PELS (Mandatory)
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San Jose Doubletree
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| March 17, 2026 |
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Zoom |
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March 21, 2026
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District Assembly
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Redwood High School
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April 4, 2026
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District Grant Training
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April 20, 2026
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Post PELS check in
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Zoom
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May 18, 2026
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DLT/AG Meeting w/ DGE
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Zoom
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6:30pm-7:30pm
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June 4, 2026
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AG/PE Meeting w/ DG
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Zoom
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6:30pm–7:30pm
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June 13-17, 2026
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International Conference
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Taiwan
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July 6, 20267
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DLT/AG Meeting w/ DG
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Zoom
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6:30pm-7:30pm
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July 13, 2026
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AG/P Meeting w/DG
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Zoom
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6:30pm-7:30pm
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August 10, 2026
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AG Meeting w/ DG
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Zoom
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6:30pm-7:30pm
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September 14, 2026
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AG Meeting w/ DG
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Zoom
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6:30pm-7:30pm
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September 27-29,26
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Rotary HG (Evanston)
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Evanston/Chicago
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October 5, 2026
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DLT/AG Meeting w/ DG
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Zoom
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6:30pm-7:30pm
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October 12, 2026
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AG/P Meeting w/ DG
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Zoom
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6:30pm-7:30pm
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November 7, 2026
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Foundation Event
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TBD
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November 9, 2026
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AG Meeting w/ DG
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Zoom
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6:30pm-7:30pm
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December 7, 2026
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AG Meeting w/ DG
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Zoom
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6:30pm-7:30pm
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December 5 or 12
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DLT Holiday Party
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TBD
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January 4, 2027
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DLT/AG Meeting w/ DG
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Zoom
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6:30pm-7:30pm
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January 11, 2027
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AG/P Meeting w/ DG
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Zoom
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6:30pm-7:30pm
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February 8, 2027
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AG Meeting w/ DG
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Zoom
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6:30pm-7:30pm
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March 8, 2027
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AG/P Meeting w/ DG
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Zoom
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6:30pm-7:30pm
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March 20, 2027
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District Assembly
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Redwood High School
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April 5, 2027
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DLT/AG Meeting w/ DG
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Zoom
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6:30pm-7:30pm
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April 12, 2027
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AG Meeting w/ DG
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Zoom
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6:30pm-7:30pm
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April 22, 2027
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Rotary Day of Service
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TBD
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May 10, 2027
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AG/P Meeting
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Zoom
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6:30pm-7:30pm
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May 22-26, 2027
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International Conference
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Dubai
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June 12, 2027
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District Conference
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San Francisco
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June 22, 2027
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AG Transition w/ DG & DGE
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TBD
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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.
Getting Started With the Learning Center (15 mins)
Assistant Governor Essentials (Is made up of the 7 online classes listed below)
Resources & Reference
Ready for a deep dive? Use these manuals to learn more about the role of the Club President and help you begin to build a plan for your term.
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.
Club Awards:
Club Awards
DG Visits:
Rotarian of the Month (ROTM)
Sites:
Far West PETS: https://www.farwestpets.org/
Documents:
Pre-PETS Documents:
PETS Documents:
Videos:
Grant Qualification Process
Did you know there are grant funds available to do service projects during the 2026-2027 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.
- Grant Qualification Checklist [PDF]
- Grants Policies and Procedures [PDF]
- DDF Allocation as of February 2023 [Excel]
- DDF Fair Share Transfer or Use Form [Word]
- Grant Qualification Training Sessions (you and one other member of your club are only required to attend one)
- February 11 (Rotary Terrace, South San Francisco or Online)
- March 11 (Rotary Terrace, South San Francisco or Online)
- Documents that MUST be signed and submitted by March 15:
- District 5150 Addendum MOU [PDF]
- The Rotary Foundation MOU [PDF]
Tools
- Pay or view your club invoice (Rotary International dues and fees)
- Update your club membership data
- Add club officers to My Rotary
- Add club officers to Clubrunner (Club website| District website)
- Set and track goals in Rotary Club Central | Watch Video Tutorial
- Take a course in the Learning Center
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