ROTARY DISTRICT 9675 · LEADERSHIP WORKSHOP

ClubRunner Essentials for District Leaders
Supporting Resources

Everything covered in the 45-minute workshop, in quick-reference form — plus the official guides and support channels for when you're working on your own.

Platform: ClubRunner (District version)   ·   For: District Leadership Team

Logging in  ·  Finding people  ·  Email  ·  Documents  ·  Images  ·  Reports  ·  Zoom  ·  Using AI  ·  Getting help

1.Logging in

Your login gives you access to the members-only area. What you can open depends on your district access level.

Log in for the first time (or after a break)
  1. Go to the district website and select Member Login (top of the homepage).

  2. Enter your login name (usually your email address) and password.

  3. If multi-factor authentication is enabled, enter the verification code sent to your email.

  4. You'll land in the member area. Explore the menu; what you can open matches your access level.

Forgotten your password?
  1. Select Forgot password? on the login screen.

  2. Enter the email address on your member profile.

  3. Follow the reset link emailed to you (check spam/junk if it doesn't arrive within a few minutes).

Tip: If the reset email never arrives, your profile may have an old email address on it — contact the district ClubRunner administrator rather than creating a duplicate account.
Official login guides
2.Finding people

Every member of every club in the district is in one database — searchable, browsable and downloadable.

Fastest: member search
  1. Once logged in, open member search from the member area (under Membership or Reports).

  2. Filter by name, club or status.

  3. Select the person to open their full profile: contact details, club, positions and history.

Browsing: directory and organisation chart
  1. Open the district directory to browse or download member listings — what displays for each person respects their individual privacy preferences.

  2. Use the district organisation chart and club executives listings to find who holds a role.

  3. Downloadable directories are available in PDF and Word formats.

Privacy note: Member details are for Rotary business only. Directory visibility is controlled by each member's own preferences — respect opt-outs.
3.Email Message Center

Send targeted email to exactly the right people — a whole club, a committee, or a custom list — without maintaining spreadsheets of addresses.

Send an email
  1. Open the Email Message Center from the Communication menu.

  2. Select Compose new message.

  3. Choose recipients: individuals, whole clubs, committees, or your custom distribution lists.

  4. Tick send a copy to myself — the easiest way to check how it lands.

  5. Write your message (or start from a template), attach any files.

  6. Check the recipient count, then send now or schedule for later.

Check delivery
  1. Return to the Email Message Center and open your sent message.

  2. Review the email status report — sent, delivered, bounced.

  3. Run the missing email addresses report to find members you can't reach by email.

Golden rule: Always check the recipient count before hitting send. A recipient list showing 1,400 people when you expected 40 is telling you something.
4.Managing documents

One organised home for district files — instead of attachments scattered across inboxes.

Add a document
  1. In the member area, open Organization → Documents.

  2. Create the folder first: click Add Folder and give it a name and description. Subfolders keep things tidy.

  3. Upload the file with a clear name and a short description.

  4. Set the access level — this decides who can open it, from public website visitors through to executives only.

Committee documents
  1. Committee files live with the committee: Organization → Committees, open your committee, then its documents area.

  2. The same folder, upload and access-level controls apply — included at no extra charge on the district.

Housekeeping: Start file names with the date (2026-07 DG Newsletter), keep one folder per year, and move old years into an Archive folder at changeover. PDFs travel best — everyone can open them. You can upload PDF, Word, Excel, PowerPoint, images and zip files.
5.Images & photo albums

Upload once, reuse everywhere — stories, pages, bulletins and albums all draw from the same library.

The Image Library
  1. In the member area, open Website → Website Content → Image Library.

  2. Upload by drag & drop or the Upload button — jpg, png, gif or bmp, up to 15 MB each.

  3. Organise My Images with subfolders (right-click → New Subfolder) — one per event or year works well.

  4. The locked ClubRunner Images and Rotary Images folders hold logos and stock images you can use in any story or page.

Photo albums
  1. Create the album first: title, description and date.

  2. Then add photos (drag & drop works here too) and give them captions.

  3. Albums display on the website with a built-in slideshow.

  4. Deleted images and albums go to a Deleted folder and can be restored.

Before you publish a photo: Get consent from the people in it, take extra care with photos of young people, and only name people in captions with their permission — in line with Rotary youth protection policies.
6.Reports

The reports dashboard gives you district-wide insight at a glance; the individual reports give you the downloads you need for meetings and planning.

The reports you'll use most
  1. District directory — view, download and print member listings (PDF/Word).

  2. Member data export — download member details to Excel for mail-merges and analysis.

  3. Club positions report — who holds which role in every club; essential at changeover.

  4. Membership dashboard & trends — growth, attrition and statistics by club or area.

  5. eDirectory Builder — build custom reports when the standard ones don't quite fit.

Tip: Exported data goes stale the moment you download it. Pull a fresh export each time rather than reusing last month's spreadsheet.
7.Zoom & the district account

The district holds a licensed Zoom account so committees and clubs don't need their own. Bookings are coordinated through the District Secretary.

Book the district Zoom account
  1. Email the District Secretary with the date, time, duration and purpose of your meeting.

  2. You'll receive the meeting details (or host access) once the booking is confirmed.

  3. Book early for recurring meetings so the time slot is protected across the series.

Run the meeting securely
  1. Always schedule with a waiting room and passcode enabled.

  2. Share the link with exactly the right people — through the Email Message Center, not on public pages or social media.

  3. Know your host basics: admitting attendees, muting all, screen sharing, and starting/stopping recording.

  4. Tell attendees before you start recording, and store recordings and transcripts securely — they contain personal information.

Tip: Zoom's meeting transcript is an excellent starting point for minutes or a bulletin item — see the next section for how AI can turn one into a draft in minutes.
8.Using AI for administrative tasks

AI assistants (such as Claude, ChatGPT or Copilot) can take real hours out of routine club and district administration — provided a person stays in charge and member data stays protected.

Where it helps

Drafting bulletins and newsletters from meeting transcripts; first drafts of grant applications and media releases; event promotions; summarising long documents; tidying formal correspondence.

How it supports clubs

Saves scarce volunteer hours, helps small clubs produce professional-quality communications, and lowers the barrier for members taking on secretary, bulletin or PR roles.

A workflow that works
  1. Start with your own material — a transcript, your notes, last year's grant application.

  2. De-identify it first: remove member names paired with contact details, and anything sensitive.

  3. Ask the AI for a draft in the format you need (bulletin item, media release, summary).

  4. Review, fact-check and edit before anything is sent or published — you are the author, the AI is the assistant.

Security ground rules: Never paste member personal details, health or financial information into public AI tools. AI can be confidently wrong — always verify facts. Don't rely on it for financial, legal or grant-compliance decisions without checking. And stay alert: AI also makes scam emails more convincing, so verify any unusual request (especially about payments) by phone.
9.Getting help

You're not on your own — official documentation is extensive, and support responds quickly.

ClubRunner Support & Knowledgebase

Searchable how-to articles for every module, including a dedicated District Help section.

ClubRunner support team

Can't find the answer? Email support with your name, club and district.

Training webinars

Recorded webinars for district executives covering the District version modules.

In-district support

For ClubRunner access levels or login problems, contact the district ClubRunner administrators Stephen Humphreys Julie Collareda. For Zoom bookings, contact the District Secretary. Kay Mireylees

Rotary District 9675 — ClubRunner District Site Workshop  ·  Prepared for the District Leadership Team