FACULTY MANUAL: A Story of Rotary Leadership RLI Part 1

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FACULTY MANUAL: A Story of Rotary Leadership RLI Part 1 Note to faculty: This course incorporates both Rotary History and Leadership and was piloted in two districts in 2015-16 as a substitute for

1 FACULTY MANUAL: A Story of Rotary Leadership RLI Part 1 Note to faculty: This course incorporates both Rotary History and Leadership and was piloted in two districts in as a substitute for the session titled Insights into Leadership. It was approved for use in Heart of America RLI districts by the HOA-RLI Board on March 22, Facilitators should read all material below carefully in preparation for presenting this session, which requires PowerPoint. See other requirements in the right-hand box below. The facilitator will need to download the slide presentation from the Resources tab at The entire slide presentation, with narrative notes, is printed in this Faculty Manual on Insert SRL-1, pages 5-1 through Please note that, if all the narrative information is used, the presentation will be too long. Faculty members must determine how much of the printed information can be included within the time frame of the session. Two videos are imbedded in the slide presentation. They will play automatically. To skip them, simply click on the slides when they come up. (Separate links to the videos can be found in the Resource section of The faculty slide presentation with notes (pages 5-1 through 5-18) is NOT in the Participant Manual. They have only the printed slides for note-taking purposes (3 slides per page) on Participant Manual Insert SRL-1, pages 5-1 to 5-6. They can download the entire file from if they want it. Due to its large size, the file cannot be sent via . This session will be more presented than facilitated, due to the factual nature and the quantity of the material. Questions for this session appear on the next page and on pages 5-1 through Goals of Course: Participants will: 1) See special qualities in Rotary s historical leaders 2) Desire to learn more about Rotary s story 3) Accept that they have the power of one 4) Understand that Rotary s roots are still vibrant today Required Resources for the facilitator: 1) Projector 2) Laptop 3) External speakers 4) PowerPoint downloaded from 5) Insert SRL-1: Slides/notes on Faculty Manual pages 5-1 to 5-18 Participant resources: Insert SRL-1: A printed copy of the slides on Participant Manual pages 5-1 to 5-6 (3 slides per page) Approved for use in Heart of America RLI districts by the HOA-RLI Board, March 22,

2 Before beginning the slide show, ask participants to turn to their copy of the slides, labelled Insert SRL 1 (pages 5-1 to 5-6). Questions for discussion: A. During the slide presentation (see Insert SRL-1, pages 5-1 to These questions DO NOT appear in the participant manual) B. At the end of the slide presentation (these questions are in the participant manual, page 5, and on Faculty Insert SRL-1, page 5-18) a. How did the purpose of Rotary change over time? b. What are some of the characteristics of the original Rotary club that continue to this day? c. Name one positive change that has occurred over time. Why is it important? Closing: Many other changes have taken place in Rotary over the years, but all of the changes in Rotary started with one person who had an idea, or a passion. In order to be effective in your own club and exercise the power of one (see session goals), it is crucial to know the story of your own club. Here are some questions to get you started. (These questions appear on page 5 of the participant manual and are labelled Assignment. ) 1) When was your Rotary club founded? a. How and why did this come about? b. Who were the important players in this event? (Are they still active?) c. How has your club changed since then? 2) How would you characterize the current culture of your club? * 3) How does your Rotary club handle change? a. Decisions as to what will be changed (and why) b. Evaluation of the change *Organizational culture includes an organization's expectations, experiences, philosophy, and values that hold it together, and is expressed in its self-image, inner workings, interactions with the outside world, and future expectations. It is based on shared attitudes, beliefs, customs, and written and unwritten rules that have been developed over time and are considered valid. Source: The sources for the information in the PowerPoint are: --A Century of Service: The Story of Rotary International, by David C. Forward (2004) --The Rotary Global History Fellowship website at Approved for use in Heart of America RLI districts by the HOA-RLI Board, March 22,

3 Insert SRL 1 (Faculty Version) Participants have the slides on pages 5-1 through 5-6 of their manual. Slide 1 A Story of Rotary Leadership Heart of America Rotary Leadership Institute, Part I This course was first piloted in RI D6560 in September, It was approved for use in Heart of America RLI member districts (at their discretion) by the Board of HOA-RLI on March 22,

4 Slide 2 Course Goals 1. See leadership qualities in Rotary s changemakers 2. Desire to learn more about the story of Rotary 3. Accept responsibility to exercise the power of one 4. Understand that Rotary s roots are still vibrant today (Communicate the course goals) 5-2

5 Slide 3 What is Rotary? Rotary is an organization of business and professional leaders and community volunteers united worldwide who provide humanitarian service, encourage high ethical standards in all vocations, and help build goodwill and peace in the world. Rotary is an organization of business and professional leaders and community volunteers united worldwide who provide humanitarian service, encourage high ethical standards in all vocations, and help build goodwill and peace in the world. Ask: Why could it be useful to you to know about Rotary s history? 5-3

6 Slide 4 Ask: Who is this video about? Facilitator note: We hope they will respond with ordinary Rotarians. There is no mention of the President of RI or the board members, etc. Ask: Do you think the founders of Rotary had all this in mind in 1905? NOTE TO FACILITATOR: This video is 2 mins long and can be ended anytime by clicking once to stop it, and once again to move to the next slide. 5-4

7 Slide 5 Types of Institutional Leaders Creators Maintainers Disruptors Rotary today is the product of many leaders AND Rotary today is an INSTITUTION, in the best sense of the word. All organizations have many types of leaders and all are important. But the buzzword in business today is disruptor. By definition, disruption is to radically change (an industry, business strategy, etc.), as by introducing a new product or service that creates a new market. We ll look at all three kinds of Rotary leaders in this session. Let s look at the first Rotary leader, our creator and a disruptor what was his name? 5-5

8 Slide 6 February 23, 1905 Room 711 (Unity Bldg.) 127 Dearborn Avenue Chicago, Illinois, USA Paul Harris, age 38 4 men World s first service club 30 members by end of 1905 Paul Harris studied law at the Univ. of Iowa and then gave himself five years to see the world as a reporter, actor, cowboy, seaman, granite salesman, fruit picker and hotel clerk. Finally, he moved to the large city of Chicago. He longed for the friendliness he had enjoyed in smaller cities. He thought that business leaders should meet periodically to enjoy camaraderie and to enlarge their circle of business and professional acquaintances. (Due to ill health he no longer practiced law after the early 1930's.) One winter evening in 1905, four men met in the office of Gus Loehr, a mining engineer, and Rotary was born. Why do you think they called it Rotary? (The group rotated their meetings among their offices, until they moved to a restaurant because they had grown so much.) A replica of the room where they first met is preserved today at Rotary world headquarters in Evanston, Illinois. (The room is maintained by the Paul Harris 711 Club, a worldwide group of Rotarian volunteers.) 5-6

9 Slide 7 Who Were These Men? Silvester Schiele Coal Dealer Hiram Shorey Merchant Tailor Gustavus Loehr Mining Engineer Paul Harris Lawyer The world s first SERVICE CLUB was born from the efforts of 4 men. But it didn t become a service club until They represented four different ethnic backgrounds and three different religious practices as well: Protestant, Jewish, and Roman Catholic, just as Rotarians today come from all religions, vocations, and ethnic backgrounds. Hoosiers can be proud that Sylvester Schiele, the first President of the first Rotary club, was from Clay County, Indiana. Paul Harris and Sylvester Schiele became lifelong friends. (The other two, like some others who join Rotary today, dropped out!) What leadership characteristics do you think Paul Harris may have possessed? 5-7

Slide 8 1907 Rotary Becomes a Service Club Rotary has been around for 1 year, and we already have a disruptor! In 1906, Donald Carter joined Rotary with the purpose of changing it!

If we, as a Rotary club, expect to survive and grow, we must do some things to justify our existence. We must perform a civic service. This was incorporated as the 3 rd Object of Rotary.

10 Slide Rotary Becomes a Service Club Rotary has been around for 1 year, and we already have a disruptor! In 1906, Donald Carter joined Rotary with the purpose of changing it! Before he even joined, he said, Such a club has great possibilities if it could do something of some benefit to people besides its own members. An organization that is wholly selfish cannot last long. If we, as a Rotary club, expect to survive and grow, we must do some things to justify our existence. We must perform a civic service. This was incorporated as the 3 rd Object of Rotary. (Object of Rotary is in participant manual, p. 12) The first Rotary service projects (which took until 1907): Buying a horse for a country doctor whose horse had died. Latrines, located just outside City Hall in Chicago. We could say that Don Carter had the power of 1 (see course goals) 5-8

Slide 9 Jim Don Jim Roth & Big Jim Davidson Three years passed before club #2 was founded in San Francisco.

In 1909, Homer personally formed numbers 3, 4, & 5 in other west coast cities. A San Francisco member started the club in New York.

Californian Jim Roth, a US diplomat, started about 160 clubs, mostly in South and Central America, between 1925 and 1942.

11 Slide 9 Jim Don Jim Roth & Big Jim Davidson Three years passed before club #2 was founded in San Francisco. Manuel Munoz from Chicago talked to Homer Wood, at Paul Harris s suggestion. In 1909, Homer personally formed numbers 3, 4, & 5 in other west coast cities. A San Francisco member started the club in New York. Paul Harris took some heat from fellow Chicago members because they didn t want the club idea to spread. Californian Jim Roth, a US diplomat, started about 160 clubs, mostly in South and Central America, between 1925 and Canadian Big Jim Davidson, with $250,000 of his own money, supported or started the first Rotary clubs in Australia, New Zealand, Turkey, Greece, Egypt Palestine, Myanmar, Thailand, Malaysia, Indonesia and Singapore over 2 ½ years of traveling WITH HIS FAMILY. He died in What leadership characteristics would you ascribe to these men? 5-9

12 Slide 10 Ches Perry Administrator Extraordinaire 1 st Newsletter/Magazine Editor 1 st Extension Chairman Organizer of 1 st Convention 1 st Secretary of the Association 1 st editor of Rotary s magazine/newsletter st Secretary of Assn. of Rotary clubs. Served 1910 to Organizer of the 1 st convention of Assn., held in st Extension committee chairman 1908 Paul Harris wrote, If in truth I can be called the architect, Ches can with equal truth be called the builder of Rotary International. (Century of Service, p. 55) Also from p. 55, by author David C. Forward: Rotary... is composed of men and women who choose to serve for the privilege of doing so rather than for personal accolades. Nearly every one of the 1.2 million Rotarians can name the founder, and some can recall the names of the four original members. Yet few have ever heard of Chesley R. Perry. It is clear that, without Ches Perry, there might be no Rotary today. What leadership characteristics did Ches Perry possess? 5-10

(His original wheel actually had 4 spokes.) The name became Rotary International in 1922, and in 1923 we adopted the wheel emblem we use today.

13 Slide 11 The Rotary Wheel Originally a wagon wheel design, the Rotary logo was the brainchild of Montague Monty Bear, who joined Rotary in The wheel was changed some after he designed it, at the request of the engineers in the group. To Monty, his wheel showed forward progress and honored the 4 founders. (His original wheel actually had 4 spokes.) The name became Rotary International in 1922, and in 1923 we adopted the wheel emblem we use today. Earlier wheels were replaced with one having a keyway, because a gear without a keyway is just an idler wheel and Rotarians are workers, not idlers. Thanks to Monty for creating a logo by which the organization is still known today. 5-11

14 Slide 12 Service Above Self & They Profit Most Who Serve Best Service, not Business, became the real focus of Rotary between 1910 and at the first convention, Arthur Sheldon of Chicago said, (Man) comes to see that the science of business is the science of service. He comes to see that he profits most who serves his fellows best. Then Minneapolis Rotarian Ben Collins introduced the phrase, Service, not Self, later modified to Service Above Self. Today, the Rotary motto is Service Above Self, but the very first motto was, He profits most who serves best. It was changed from he to they by the Council on Legislation a few years ago to get away from sexist language (at least in English). 5-12

Slide 13 Arch Klumph An Endowment for doing good in the world 1917 $26.50 1948 $1.

Rotary does its humanitarian work through the clubs, the districts and The Rotary Foundation.

15 Slide 13 Arch Klumph An Endowment for doing good in the world 1917 $ $1.7 million 2015 $1 billion Arch Klumph was a brilliant businessman from Ohio who served as RI president in he had the idea of creating an Endowment fund. Rotary does its humanitarian work through the clubs, the districts and The Rotary Foundation. Through our contributions, we support projects around the world: projects organized, funded and run by Rotarians themselves. Our Foundation is one of the most efficient in the world. We ll learn lots more about it in a later session. Let s look at the lasting effects of what he did. (video on next slide) 5-13

16 Slide 14 The Heart of Rotary Arch s idea brought about growth of service by providing the means of financing it. Ask: What leadership characteristics would you ascribe to Arch Klumph? NOTE TO FACILITATOR This video is over 3 mins. long and can be stopped any time by clicking once to end it, and clicking again to move to the next slide. Please show the video at least to the point of seeing the picture of Arch Klumph. 5-14

Slide 15 The 4-Way Test of the things we think, say, or do. Is it the TRUTH? Is it FAIR to all concerned? Herbert J Taylor RI President 1954-1955 Will it build GOODWILL and better FRIENDSHIPS?

17 Slide 15 The 4-Way Test of the things we think, say, or do. Is it the TRUTH? Is it FAIR to all concerned? Herbert J Taylor RI President Will it build GOODWILL and better FRIENDSHIPS? Will it be BENEFICIAL to all concerned? The 4-Way Test is the ethical underpinning of Rotary. Many clubs recite the 4-Way Test as part of their weekly meetings. Where did it come from? Herb Taylor was in line to become President of the Jewel Tea Company when he accepted the challenge of leading the Club Aluminum Company, which was nearly bankrupt. He took a major pay cut and spent some of his own money to keep the company afloat. He wrote the 4-way test to be applied to all aspects of the business, including advertising. Words like better, best, greatest, or finest were dropped from all ads. Negative comments about competitors which were common and blatant at that time--were removed from all sales literature. The company paid off all debts by BTW: an attorney told Taylor the test would never work. What leadership characteristics can we attribute to Herb Taylor? 5-15

18 Slide 16 Women in Rotary Rotary Anns Women s Rotary clubs Inner Wheel 1978 One club bucks the establishment 1987 Supreme Court ruling First female District Governors From the perspective of 2015, it seems wrong that Rotary took so long to embrace women as members. What s the history of this attitude? Rotary Anns early affectionate name for spouses (originated by women, it came to be resented by women in the later 1900 s) Women's Rotary clubs Rotary objected to their use of the name Inner Wheel still flourishing worldwide DISRUPTION: RC of Duarte, CA admitted 3 women in 1978 Suits and countersuits took 9 years Women became official in 1987 All-male and all-female clubs still exist in the Rotary world (see statement by RI President Ravi Ravindran at 2016 International Assembly) (Note: The Council on Legislation had many chances to choose to admit women.) 5-16

19 Slide 17 Polio Eradication 1923 Resolution nixed Rotary-wide programs Mass vaccination in Guatemala H committee 1979 Philippines vaccination 1982 Eradication of polio--100 th yr. goal 1985 Goal of $120M raised $247M by 1988 Full partners with WHO, CDC and UNICEF 2015 Africa reports a full year without a case Idea of helping crippled children goes back to the early years of Rotary 1923 resolution made it impossible for there to be a Rotary-wide program 1955-licensing of the Salk vaccine // 1960-field trials of Sabin oral vaccine 1970 s a Pennsylvania Rotarian heard a speaker about ways to do mass inoculations mass vaccination in Guatemala (funded by clubs in Pennsylvania) 1978 RI Pres. Clem Renouf of Australia created new 3-H committee to handle large projects 1979 Philippines vaccination 1982 eradication of polio set as 100 th anniversary Goal 1985 goal of $120 million set raised 247 million by 1988 Rotary became full partners with WHO, CDC and UNICEF Past RI President Cliff Dochterman tells this story of the beginning of the polio campaign: I recall one day, when I was Chairman of The Rotary Foundation. We had a call from the World Health Organization, saying that they had arranged for a four-day cease fire in the civil war in the Sudan so we could go in and immunize their children. But the WHO did not have any money to purchase the vaccine. I said, How much does it take? It was going to cost $400,000. I said, You can have it immediately from The Rotary Foundation. The Chairman can make a grant up to $500,000 for an emergency humanitarian effort. The war stopped, health workers went in and immunized 3 or 4 million children then the war started again. The World Health Organization said, Of all the places in the world, there was no place we could turn except Rotary, to make that project happen. Was the polio campaign disruptive when it first came about? Is it still disruptive today? 5-17

Slide 18 Facilitated questions to follow the slide show: --How did the purpose of Rotary change over time? --What are some of the characteristics of the original Rotary club that continue to this day?

20 Slide 18 Facilitated questions to follow the slide show: --How did the purpose of Rotary change over time? --What are some of the characteristics of the original Rotary club that continue to this day? --Name one positive change that has occurred over time. Why it is important? Closing: Many other changes have taken place in Rotary over the years, but all of the changes in Rotary started with one person who had an idea or a passion. In order to be effective in your own club and exercise the power of one (see session goals), it is crucial that you know the story of your club. Here are some questions to get you started. (The questions are in their manual and in the Faculty Manual and are labelled Assignment. ) 5-18

GRADUATE COURSE THE HISTORY OF ROTARY FACULTY GUIDE

GRADUATE COURSE THE HISTORY OF ROTARY FACULTY GUIDE Goals of the Session: 1. Explore the influences existing during the decade of Rotary's founding and the relationship between those influences and Rotary's