Turning membership data into strategy, club support, and growth opportunities
The District 5870 Membership Intelligence System helps District leaders understand club health, identify opportunities for growth, and focus support where it can have the greatest impact
Start Here
Access to MIS resources varies by purpose. Some resources are publicly available, while tools containing club-level diagnostics, prioritization, or internal District analysis are limited to designated District leaders
MIS Executive Overview Presentation
A presentation-format introduction to the Membership Intelligence System
MIS Overview
A concise introduction to the purpose, structure, and use of the District 5870 Membership Intelligence System
MIS Executive Infographic
A one-page overview of how District 5870 uses membership intelligence to support clubs and identify growth opportunities
District Membership Strategy Playbook
The strategic framework guiding District 5870's approach to membership growth, retention, club health, and new Rotary development
1. How the MIS Works
Three Questions • Three Indexes • Two Market Pathways • One Strategic Framework
Where Should Rotary Grow?
Community Opportunity Index (COI)
Identifies communities and markets where demographic, geographic, and membership conditions indicate opportunities for Rotary growth
Are Clubs Capable of Growth?
Growth Capacity Index (GCI)
Assesses whether an existing club has the organizational capacity, member experience, and conditions necessary for sustainable growth
Restricted access — District leadership. Authorized users may download the Excel workbook
Where Should District Support Go?
District Support Priority Index (DSPI)
Helps District leaders prioritize membership assistance and resources based on club need, opportunity, and potential impact
Restricted access — District leadership. Authorized users may download the Excel workbook
2. Two Ways the District Uses Membership Intelligence
Strengthen Rotary Where It Already Exists
The MIS helps identify the health, growth capacity, membership trends, and support needs of existing Rotary clubs and communities
Club Health → Growth Capacity → District Support → Sustainable Growth
Develop Rotary Where Opportunity Exists
The MIS also identifies communities where Rotary is absent or underserved and helps determine where new Rotary development may be viable
Community Opportunity → Sponsor Club → Satellite Club → Development → Independence When Ready
3. District Membership Intelligence
The MIS combines current membership data, historical trends, community opportunity, and club-health analysis to give District leaders a more complete picture of membership across District 5870
District Membership Intelligence Report
The District's comprehensive annual assessment of membership trends, club health, opportunities, risks, and strategic priorities
Access limited to designated District and Club leadership. Request access if necessary
District Membership Health Report
Provides a District-wide view of membership performance, growth, retention, and club health
Access limited to designated District and Club leadership. Request access if necessary
Membership Market Analysis
Examines the geographic distribution of Rotary membership, existing Rotary markets, underserved communities, and potential areas for future development
Access limited to designated District leadership
Club Health Scorecards
Individual club assessments designed to support coaching conversations, identify strengths and challenges, and help clubs determine appropriate next steps
Access limited to designated District leadership
4. From Data to Action
The purpose of the MIS is not simply to report membership numbers. It is designed to help District leaders identify where intervention or opportunity exists, select the appropriate response, and work with clubs to take action
Data → Diagnosis → Priority → District Support → Action
Examples:
Club needs help retaining members
MIS identifies the issue → District Membership Team or SMA supports the club
Club has strong growth potential
MIS identifies capacity → District helps the club develop an intentional growth strategy
Community has no Rotary presence
MIS identifies opportunity → District evaluates sponsor readiness and potential new Rotary development
5. How the Intelligence Is Built
The MIS uses standardized District membership data, documented analytical methods, defined indexes, and validation procedures so that District decisions are based on consistent and repeatable information
MIS Methodology
Documents the definitions, indexes, analytical methods, assumptions, and governance standards used by the Membership Intelligence System
Club Health Reporting Standard
Explains the standardized framework used by District 5870 to evaluate and report club membership health
6. Get Help/Take Action
Strengthen Your Club
Use practical membership tools, assessments, and strategies
Get District Support
Connect with a Strategic Membership Advisor for help assessing your club and determining next steps
Develop Rotary in a New Community
Explore the District's process and tools for developing new Rotary presences
7. MIS Training & Presentations
MIS Executive Overview
Orientation to operating and using the MIS
MIS Training Session 1
DMC Orientation
Orientation to operating and using the MIS
MIS Training Session 2
Existing Club Coaching
Using membership intelligence to support and coach existing clubs
MIS Training Session 3
New Rotary Development
Using the MIS to identify and develop new Rotary opportunities
SMA Operating Manual
Explains the SMA role, operating relationships, coaching model, diagnostic process, 90-day action planning, reporting, and follow-up expectations.
SMA Training Module
Trains SMAs to use the MIS as a consistent club-coaching system—from diagnosis and first conversation through 90-day action planning and follow-up.
SMA Training Facilitator Guide
Provides the facilitator script, exercises, case study, and implementation guidance for delivering the SMA Training Module.
New Club Development Lead Operating Manual
Defines the New Club Development Lead’s role, decision authority, handoffs, pipeline management responsibilities, NACCT/Club Creation coordination, sponsor-club expectations, and launch/stabilization process.
New Club Development Lead Training Module
Trains the New Club Development Lead to manage opportunities from validation through launch and stabilization using the District 5870 new-club development process, decision gates, readiness tools, and partner roles.
New Club Development Lead Facilitator Guide
Provides the facilitator script, exercises, case study, and implementation guidance for delivering the New Club Development Lead Training Module.
