President-elect's Checklist

President-elect’s “Start Now” Check List

• Collect all transition information early from the outgoing president, secretary and board
• Meet with the club secretary and clarify roles and responsibilities
• Draft action plan and budget that fits the objectives
• Meet with club officers and board of directors by April 1 to discuss objectives, budget, and the selection of committee chairpersons
  • Enter resulting goals into Rotary Club Central (RCC)
  • Appoint committee chairpersons by May 1st , meet with them individually to review responsibilities
  • Organize joint meetings of outgoing board and incoming board in May and June, to exchange ideas and to learn from their accomplishments and experiences
  • Urge your officers, board members, and committee chairpersons to attend the District Training Assembly
  • Appoint and meet with the program chairperson and discuss programs for the coming year and begin scheduling programs for July, August and September
• Finalize goals/objectives & budget
• Prepare for a Club Assembly during early July to bring plans to the club
• Meet with bulletin/newsletter editor to discuss the content of the club’s newsletter
• Ask the editor to include items from the governor’s newsletter, as well as items from you
• Create a My Rotary Account and begin to familiarize yourself with Rotary Club Central and the many other tools available to you and your club officers on rotary.org
• Review and coordinate the DG and AG visit schedule
• Add the District Governor, Assistant Governor, District Governor Elect, District Governor Nominee, and District Governor Nominee Designate to your Club’s mailing list for club bulletins and other appropriate correspondence
• Enjoy a productive, exciting and fun year!