BBRC New Member Process Flow From First Visit to Fully Engaged Rotarian 1. Attract
2. Apply
3. Interview
4. Approve
• Guest visits
• Sponsor engaged
• Review member expectations
• Membership committee
• Application submitted
• Four-Way Test
• Board
• Club culture
• Club (7-day feedback window)
• Literature • Website • Mailchimp • Follow up
• Membership committee review
• Alignment & values
Key Handoff Points • Sponsor helps complete application • Membership chair coordinates review • Board approval triggers 7-day notice • Club Admin updates DacDb & RI records
5. Induct
6. Engage
• Breakfast ceremony
• Onboarding
• Official invitation
• Rotary buddy & mentor
• Badge, pin & event photo
• Answer questions
• Membership packet
Rotary Buddy: First 90 days
Retention Focus
• Sit together and make introductions • Help navigate DacDb, My Rotary. org and club website tools • Connect new member to the right committees • Encourage early service and fellowship participation
• Regular checkins • Classification talk • Active follow up
• Assign committee within first 30 days • Use Red Badge checklist to build engagement • Conduct regular touch-ins (6 month minimum) • Keep member connected, visible and active
Red Badge First Year Milestones
Attend BBRC board meeting
Greeter & Inspirational moment
Attend service & fellowship events
Give vocational talk
Goal: Move every prospect from interest to belonging, service, and long-term engagement.