Prepare for a successful term.

Welcome, Presidents Elect! You have one of the best roles in Rotary. As president, you lead and motivate your club, ensuring that members feel valuable, inspired, and connected to each other.

As president 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.


 

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 during the 2022-2023 Rotary year.  Additional details will be shared we get closer to the planned event date.  Please contact DG Laine or COS Tony with questions or concerns.
  • Monthly, 4th Wednesday of the Month (Zoom)
  • August 13 - President & President-Elect Social (Buri Buri Park)
  • October 15 - Pre-PETS I  (Rotary Terrace, South San Francisco)
  • February 11 - Pre-PETS II & District Grants Management Training  (Rotary Terrace, South San Francisco)
  • March 3-5 - Far West PETS (DoubleTree Hotel, San Jose)
  • March 25 - District Assembly (Redwood High School, Larkspur)

Rotary Learning Center

Updated September 2022! 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.
 

"Preparing for your time in office" - September through December 2022:

Minimizing Risk (15 mins)
 

"Leadership Basics & Resources" - January 2023:

 

"Leading in Times of Transformation" - February 2023:

Leading Change (30 mins)
 

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. 

Grant Qualification Process

Did you know there are grant funds available to do service projects during the 2023-2024 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 Process Checklist
  • MOU Documents (coming soon)
  • Grant Qualification Training Sessions (you are only required to attend one)
    • February 11 (Rotary Terrace, South San Francisco)
    • March 11 (Rotary Terrace, South San Francisco)

Tools

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