Roles of Rotary Club Board Members
Rotary Club board members play essential roles in managing the club's affairs, focusing on tasks and vision, exercising authority, responsibilities, and adhering to regulations and expectations. Active participation, orientation, legal obligations, and conflict resolution are key aspects of their roles.
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Presentation Transcript
Role of the Rotary Club Board Members PDG Tom Ripperda
Focus of the Board Formal authority Manage things, processes and products "Do things right" Focus on how things get done Focus on tasks and things Use hard skills: planning, policy making, scheduling, staffing Seek stability (comfortable with order) Focus on the day-to-day work that leads to achieving the vision ( the trees )
Leader Informal authority Lead people and ideas "Do the right things" Focus on what things mean to other people Focus on ideas Use soft skills: communication, motivation, change management, team building Seek change (comfortable with disorder) Focus on the vision that impacts the day-to-day work ( the forest )
Board Member Responsibility Be Active Avoid Conflict of Interest Exercise Judgement in Oversight of the Club s Affairs Comply with Rotary International & Governmental Regulations
Be Active Club boards are work Servicing the board is not a line on someone s resume Expectations need to be explained
Board Orientation Expectations Attendance at Board Meeting Financial Support of the Rotary Club & RI Foundation Attendance at Fundraisers & Projects Follow Club & RI regulations Serve on a committee-finance, nominating, etc. Well versed about Rotary
Legal Obligations of Board Members Duty of Care Duty of Loyalty Duty of Obedience
Board Calendar Shows dates that tasks need to be started/completed by Shows dates of board meetings Annual Club Business Meeting Shows dates of long standing events/projects Shows dates of district events PETS District Assembly Foundation/Membership Training District Conference
Avoid Conflicts of Interest Self-dealing Restrictions on relatives, business association or friendship
Exercise Judgement & Oversight Familiar with financials of the club (990s) Accurate minutes & reports Review of proposed annual budget Protect assets of the club Review of Club by-laws changes Review all projects and fundraisers Recommend new board members as needed
Comply with Rotary International & Governmental Obligations The payment of RI & District Dues Filing of annual state and federal financial reports ( IRS 990 & IL 990) Filing of Annual Corporate Report with Secretary of State
Additional Resources Illinois Attorney General Building Better Charities https://illinoisattorneygeneral.gov/charities/index.html National Council of Nonprofits https://www.councilofnonprofits.org/tools- resources/board-roles-and-responsibilities Rotary International Learning Center
