This document summarizes insights from a recent Rotary survey on members' visions for the organization. Over 28,000 Rotarians, Rotaractors, and alumni provided input. Key findings include: For an ideal Rotary, members want diversity and community impact. Members see Rotary's strengths as its humanitarian work and values. Attracting new members and engaging current ones are top challenges. Younger members place more importance on diversity. Retention is higher for newer and younger members. Most recommend Rotary for the friendships and community it provides at the club level through varied service projects. The survey insights will inform Rotary's strategic plan and vision for the future.

1. Insights and Results from
Recent Rotary Research
14 June 2017

2. Introduction

3. Panelists
• Trustee Barry Rassin
• Hilary Leav
• Director Manoj Desai

4. Agenda
• Introduction
• Ideal vs. Reality
• The Diversity of Rotary
• The Rotary Experience

5. Your Vision for Rotary’s Future Survey
• Your Vision for Rotary’s Future (2017 Strategic Planning Survey)
• Designed by Rotary’s Strategic Planning Committee to gather input for
Rotary’s vision and strategic plan
• Conducted online for 4 weeks from January – February 2017
• Invited the following groups to participate:
• A random, representative worldwide sample of Rotarians
• Rotaractors
• Alumni
• More than 28,000 participants in the survey:

6. Your Vision for Rotary’s Future Survey -
Respondents
• Respondents from 196 countries, every Rotary zone and district
• Rotarian data is weighted
• Among Rotarian respondents
• 51% currently hold a Rotary office
• 18% have been Rotarians for 2 years or less
• 49% have been members for more than 10 years
Rotarians Rotaractors Alumni
Male 78% 53% 43%
Female 21% 46% 55%
Prefer not to respond 1% 1% 2%
Respondents by Gender and Relationship to Rotary
Rotarians Rotaractors Alumni
Younger than 20 0% 7% 24%
20 - 29 2% 85% 24%
30 - 39 8% 8% 21%
40 - 49 15% 13%
50 - 59 26% 8%
60 - 69 28% 6%
70 - 79 17% 3%
80 years of age or older 4% 1%
Prefer not to respond 1% 1%
Respondents by Age and Relationship to Rotary

7. Your Vision for Rotary’s Future Survey –
Reading the Bar Charts
To what extent do you agree with the following statement?
Strongly Agree + Agree
Positive Result

8. Ideal vs. Reality

9. Thinking of your ideal organization, which pictures best show the
membership of this organization?
Please select up to three.

10. Membership of Ideal Organization – Rotarians
% RANK
30% 1
28% 2
27% 3
% RANK
25% 4
24% 5

11. Membership of Ideal Organization – Rotaractors
and Alumni
Rotaractors
1
2
3
Alumni
1
2
3
4
5

12. Perceptions of Pictures That Most Represent
Rotarians Today

13. “Doing local projects in our
community will help establish,
communicate and unite the identity of
each club and create a more vibrant
club atmosphere.” (Rotarian, Korea)

14. Projects and Programs of Ideal Organization
Rotarians Rotaractors Alumni
Grants for projects to help my community 75% 65% 57%
Programs to involve youth in service projects and humanitarian activities 55% 62% 58%
Programs to develop leadership skills for youth 51% 63% 50%
Grants to fund humanitarian projects in other countries 48% 37% 51%
Youth exchange for high school students 38% 31% 54%
Organized short-term volunteer opportunities for members to travel and assist with a
project in another country
38% 45% 50%
Fun, social activities for supporters/members in my community 36% 43% 32%
Regular meetings with other supporters/members in my community 35% 33% 31%
Funded trips for members to use their career skills to train individuals in communities
in need
32% 44% 48%
Professional development / career education / vocational training opportunities for
members
30% 58% 40%
Scholarships for graduate students to advance knowledge in the cause(s) of the
organization
28% 43% 48%
Funded goodwill exchanges/trips for members to visit members in other countries 23% 32% 37%
International conventions/conferences for members to connect with each other 22% 43% 38%
Types of Projects Funded in Ideal Organization by Rotarians, Rotaractors, Alumni

15. Traits of Ideal Organization - Rotarians
95%

16. Traits of Rotary - Rotarians

17. Rotary is a good place to make friends
Key Traits and Views of Rotary
Through its programs and activities, my Rotary club [the Rotary
club in my town] has a positive impact on my community
Rotary is an organization for people like me

18. The Diversity of Rotary

19. Membership of Ideal Organization – Rotarians by
Country

20. Ideal Membership for Most Countries
Two photos rank in the top 5 in most
countries/regions

21. Importance of Diversity By Rotarian Age
Age 30 - 39
Very Important
/Important
Age 40 - 49
Very Important
/Important
Age 50 - 59
Very Important
/Important
Age 60 - 69
Very Important
/Important
Variety of professions/vocations 93% 92% 93% 92%
Diversity of perspective and opinion 92% 88% 89% 86%
Members of all ages and generations --
from 20s to 90s
82% 76% 79% 79%
Members at all career stages from new
graduates to retirees
78% 76% 75% 77%
All job levels from non-management to
CEO
73% 66% 66% 67%
Membership from 200 different
countries
69% 61% 63% 64%
At least 30% of the organization's leaders
are women
61% 51% 53% 53%
At least 30% of the organization's leaders
< 45 years old
73% 58% 50% 50%
About equal percentage of male and
female members
57% 43% 41% 43%

22. Membership of Ideal Organization By Age
39 and
younger
40 to 59 60 and
older

23. Ranking of Attributes of Ideal Organization –
Rotarians by Country

24. Traits of Ideal Organization – Rotarians by Country
Rotarians' Preferences for Traits/Attributes in Their Ideal Organization By Country
Germany
Exclusive --
limited to
select,
qualified
individuals
Inclusive --
open to all
regardless of
qualifications
United Kingdom
Australia
Brazil
Korea
Taiwan
33%
34%
30%
7%
3%
1%
33%
25%
27%
20%
15%
13%
20%
25%
21%
21%
15%
19%
10%
7%
10%
20%
23%
19%
5%
9%
12%
33%
44%
48%
PREFER PREFER

25. Perceptions of Rotary’s Greatest Strengths

26. Views of Rotary’s Greatest Strengths By Country
All
Rotarians
Brazil
United
States
France India Taiwan Korea Japan
Polio eradication 1 1 1 1 1 1 3
Areas of focus / Rotary's main humanitarian
causes
2 2 2
Maintaining and promoting core values 3 2
Rotary's impact 3 3
Diversity of perspective and experience 3 3 1
Collaborating and connecting within Rotary 2
Attracting highly qualified members 2
Demographic diversity (age, gender, etc.) 2
Developing leaders 3 3
Programs for youth and young leaders 2
Rotary's public image 1

27. Perceptions of Rotary’s Greatest Challenges
4. Demographic
diversity (22%)

28. Views of Rotary’s Greatest Challenges By Country
All
Rotarians
Brazil
United
States
France India Taiwan Korea Japan
Membership recruitment 1 2 1 1 2 1 2 1
Membership engagement/retention 2 1 2 1 2 1 2
Attracting highly qualified members 3 3 3 3 3
Demographic diversity (age, gender, etc.) 3 3
Modernization and adaptability 3 3
Rotary's public image 2

29. Retention By Tenure
How likely are you to remain a Rotarian for the next two years?

30. Retention By Age
How likely are you to remain a Rotarian for the next two years?

31. The Rotary Experience

32. 83% of
Rotarians
recommend
Rotary

33. Rotary Experience - Rotarian Engagement

34. ACTIVITY – YOUR ROTARY EXPERIENCE
• Interested in how your Rotary and Rotary club
experiences compare to Rotarians worldwide?
• Each of you should have a paper survey with ten
questions on it.
These ten questions are actual questions from the 2017
Strategic Planning Survey.
• Please feel free to answer with your open, honest
opinions.
We won’t ask you to share and we won’t ask to see your
answers. We will not be collecting your surveys.

35. ACTIVITY – YOUR ROTARY EXPERIENCE
EXAMPLE:
1. Based on your experiences in
Rotary, read each statement and select
a response based upon how much you
agree or disagree with the statement.
2. Write the number of your response in
the column on the far-right.
3. When you have selected a response for
each statement, add all the numbers
together. This is your TOTAL.
4. Divide the TOTAL by 10 (TOTAL 10).
This is your AVERAGE.

36. Your Rotary Experience –
comparison to Rotarians worldwide
2.104
All Rotarians
1.937
United
States
2.135
India

37. Friendship and Community

38. Club Experience - Club Communication

39. Club Experience – Involvement

40. Club Experience – Number of Service Projects
Conducted Each Year By Club

41. Rotary’s Future

42. Questions?