The meeting with the President (or other designee) is focused on inspiring the new Rotarian with the club's vision and understanding its culture.

This is also a planned opportunity for the leadership of the club to get to know the Rotarian's service interests so that the person can be included on a relevant project team or committee.

The President also reviews the requirements for the RI Presidential citation and how club goals and performance are aligning with the citation requirements.

Two club admin meetings are included - one with the Club Secretary and the second with the Treasurer.

So many Rotary clubs have members with questions about logging into DacDb, Club Runner, or Rotary.org even several years after they join. This is a disservice to Rotarians that the Rotary Passport helps to mitigate.

The new Rotarian is shown how to keep their own profile up-to-date and find various reports and functions on each site.

The Treasurer makes sure that the new Rotarian understands the club invoice, and reviews club fundraising guidelines and how to submit service project budgets.

Beyond the Presidential meeting, the Rotary Passport features two additional touchpoints for the new Rotarian to understand and engage in club projects.

For local Community Service, the Rotary Passport includes a meeting with a project or Avenue of Service leader whose project focus matches that of the new Rotarian.

For clubs with a strong International projects (Global Grants) culture, the Rotary Passport suggests five topics of review by the International Service Chair, including a review of recent and active projects and how Rotary Grants work.

These meetings should take place before the meeting with the Foundation Chair.

Three sets of activities are included to facilitate the sharing of Rotary with connections and to connect the Rotarian with club information.

The Public Image or Marketing Chair gets the Rotarian connected to the club's social media channels and collects information from the Rotarian so that the club can share their decision to join Rotary via social media.

In some clubs, post-project reporting includes completing a project summary/report with photos that can be shared in a club newsletter, club assembly, and social posts. If this is applicable, this Public Image process is shared with the new Rotarian.

A meeting with the Programs Chair ensures that the member gets put in the queue for a 'Craft Talk' and has the opportunity to invite connections that are a good fit to be speakers at meetings or programs.

A meeting with the Membership Chair should reveal opportunities to share Rotary with others, resources to invite colleagues to Rotary, and collection of new Rotarian feedback either verbally or via an online survey form.

The ever-important Rotary Foundation conversation is meant to demonstrate the far reaching impact that each Rotarian can make through giving to "Our Foundation." It should be a dialogue with someone that understands the Foundation, either the TRF Chair, a Major Donor, or other qualified person.

The Foundation Review is anchored by the most recent Annual Report, which facilitates a discussion of how contributions to The Rotary Foundation flow via DDF to both International and Local projects.

The new Rotarian is introduced to their Donor History Report and Foundation Recognition Levels, followed by the Ask: 

On what timeline can they see themselves reaching PH Fellow status? Are they interested in a Major Donor giving track? Which fits them best - the Paul Harris Society or a Sustaining Member commitment?

Based on the traditional "blue-badge" process, Rotarians are encouraged to choose activities from a list designed to improve social engagement and activate service involvement.

These activities include networking events, socials, club projects, other Rotary Club visits, District events and more.

They are also invited to discover the Rotary International Convention in a dialogue with the President, District Leader, or someone familiar with RI events and Rotary's leadership structure.