Rotary district 6860 leadership plan



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ROTARY DISTRICT 6860 LEADERSHIP Plan

Version 2.1

May 9, 2015








A Reference Manual for District Leaders




Common Abbreviations
AG Assistant Governor

AGI Assistant Governor Institute

APF Annual Programs Fund

CLP Club Leadership Plan

COG Council of Governors

COL Council on Legislation

DaCdb District and Club Database

DCO District Communications Officer

District Rotary International District 6860

DG Current serving District Governor

DGE Person elected by RI to serve as DG the next Rotary year

DGN Person nominated by the District to RI to follow the DGE

DGND Person nominated by the District to serve after the DGN

DLP District Leadership Plan

DRFC District Rotary Foundation Committee

EREY Every Rotarian Every Year

GETS Governor-Elect Training Seminar

GNATS Governor-Nominee Training Seminar

ICC Inter-Country Committee

IPDG Immediate Past District Governor

MOP Manual of Procedure

PDG Any previous DG

PETS President Elect Training Seminar

RCC Rotary Code of Conduct

RCP Rotary Code of Policies

RFC Rotary Foundation Coordinator

RLI Rotary Leadership Institute

RRFC Regional Rotary Foundation Coordinator

RYLA Rotary Youth Leadership Awards

RI Rotary International

TRF The Rotary Foundation

VDG Vice District Governor

VTT Vocational Training Team
TABLE OF CONTENTS



TABLE OF CONTENTS ii-iii


  1. INTRODUCTION and PURPOSE 1

  1. District Vision 2

  2. District Mission 2

  3. District Core Values 2-3

  4. RI Strategic Plan for 2013-2016 4




  1. ORGANIZATION 5

  • District Organization Chart 5




  1. DISTRICT OFFICERS 6

  1. District Governor and Staff 6

  2. District Governor Elect 7

  3. District Governor Nominee 8

  4. District Governor
    Nominee-Designate 8


  5. Vice District Governor 9

  6. DG’s Aide/District Executive 10

  7. District Executive Director 10

  8. District Secretary 10

  9. District Treasurer 11




  1. ASSISTANT GOVERNORS 12

  1. Assistant Governor Coordinator 12

  2. Assistant Governors 12

  3. Chart - Club Support 14




  1. DISTRICT COMMITTEES 15

  1. Committee Appointments 15

  2. Committee Guidelines 15

  3. Training Requirements 15




  1. ADVISORY & SPEC PURPOSE
    COMMITTEES 16


  1. Council of Governors (COG 16

  2. Finance 16

  3. District Grant Audit 16

  4. Nominating 16

  5. District Awards 16

  6. District Auditor 17

  7. District Parliamentarian 17

  8. Strategic Planning & Implementation Team 17



  1. MEMBERSHIP and PUBLIC RELATIONS 18

  1. District Membership Development 18

  2. Public Relations ... 19

  3. District Newsletter 19

  4. District Directory 19

  5. Club Extension 19

  6. Social Media 19

  7. Family of Rotary 20




  1. ROTARY FOUNDATION COMMITTEE 21

  1. Rotary Foundation Committee Coordinator 21

  2. Grants Subcommittee 21

  3. Foundation Recognition
    Subcommittee 22


  4. Polio Plus Subcommittee 23

  5. Paul Harris Society Committee 23

  6. District Foundation Dinner 23

  7. Grants Management Seminar 23

  8. Foundation Seminar 23

  9. Club Rotary Foundation Chair 24




  1. ROTARY PROGRAMS COORDINATOR 25

  1. Literacy Committee 25

  2. Rotary Fellowships Chair 25

  3. Water Projects Chair 25

  4. Disaster Relief Chair 25

  5. RI Convention Promotion 25

  6. District Event at RI Convention 25

  7. District Alumni Committee………………….25




  1. DISTRICT ADMINISTRATIVE
    COODINATOR 26


  1. District Communications Officer(DCO) 26

  2. Communications Team 26

  3. District Conference Chair 26

  4. District Trip to Evanston, IL 27

  5. District Historian 27




  1. YOUTH SERVICES PROGRAMS 28




  1. DISTRICT TRAINING COORDINATOR 28

  1. Mid-South PETS 28

  2. Assistant Governor Institute (AGI) 29

  3. District Training Assembly 29

  4. Rotary Leadership Institute (RLI) 29

  5. District Leadership Meetings 29



  1. AVENUES OF SERVICE 30

  1. Club Service 30

  2. Vocational Service 30

  3. Community Service 31

  4. International Service 31

  5. Youth Service 33

  1. INTERACT Program 34

  2. ROTARACT Program 34

  3. Youth Leadership Awards 36

  4. International Youth Exchange 36




  1. FINANCE COMMITTEE 37

  1. Composition and Responsibilities 37

  2. Meetings 37

  3. Sources of Revenue 38

  4. Types of Funds 38

  5. Budget Procedures 41

  6. Receipt, Deposit, Expenditure 41

  7. Insurance 42

  8. Risk Management 42




  1. DISTRICT WIDE MEETINGS and PROJECTS 43

  1. Rotary Days 43

  2. Boiling and Bragging 43

  3. Spain – Hickman – Estess Grants 43




  1. DISTRICT ELECTIONS 44

  1. District Nominating Committee 44

  2. Selection of DG 44

  3. Selection of District Representative
    and Alternate to Council on
    Legislation 45


  4. Selection of Nominating Committee Member for Zone Director 45

  5. Selection of Vice District Governor 45




  1. DISTRICT POLICIES 46

  1. Background 46

  2. Amendments to the DLP 46

  3. Conflict of Interest 46




  1. DISTRICT RECORDS AND PROPERTY 47

  1. DG Records 47

  2. Committee Records 47

  3. District Property 47




  1. CLUB LEADERSHIP PLAN 48




  1. APPENDICES 49

Appendix A –
Emergency Communication Plan 50


Appendix B – Risk Management 51

Appendix C –
District Fees and Payment Policy 56


Appendix D – Youth Protection 57



1. INTRODUCTION
Rotary District 6860 is a group of clubs within a geographical boundary established by the Rotary International (RI) board pursuant to the bylaws for administrative purposes. The activities and organization of a Rotary district shall exist solely to help the individual Rotary clubs advance the Object of Rotary and should not diminish services provided by Rotary clubs and individual Rotarians at the local level (RCP 17.0101.1).
All districts are required to establish a Leadership Plan in conformity with the District Leadership Plan [DLP] structure outlined by the Council of Governors. The DLP has these required components:
A. Common terminology such as assistant governor, district trainer, and district committees

B. Defined responsibilities and duties for Assistant Governors, district trainers, and district committee members

C. District committees that ensure continuity of leadership within the district

D. A clear statement of the duties and responsibilities that the DG cannot delegate

E. A defined plan for helping clubs implement a corresponding Club Leadership Plan.

Purpose
District 6860 developed the District Leadership Plan to:


  • Provide a standard reference for District organization and how it operates in support of District Rotary Clubs.

  • Provide continuity of operations from year to year.

  • Provide a standard reference for current and future District leaders.

  • Provide standard operating procedures for the District Governor and staff.

  • Incorporate the District Policy Manual and link to the District Strategic Plan.


The plan is designed to strengthen Rotary at the district and club levels by making possible faster and more responsive support for clubs, a larger supply of well-trained district leaders, improved participation in Foundation and district level RI activities, and a more challenging role for the DG as an innovative leader.
The DLP provides guidelines for the effective operation of the district. Should there be any conflict among this document, The Rotary International Manual of Procedure and The Rotary International Code of Policies, the RI documents shall prevail. Notify the DG of any conflict identified so that resolution action may be initiated.
The DLP was adopted by unanimous vote of the delegates to the Annual District Conference April 12, 2014.
District Vision

To be recognized locally and globally as The Premier Rotary District.
District Mission
To provide leadership though service to all Rotary Clubs in the District and to coordinate activities, encourage participation in club sponsored projects and programs, Rotary International Programs, support The Rotary Foundation, and provide training and development for all District 6860 Clubs.
District Core Val
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