PowerPoint Presentation - Rotary District 5960

							     Vision Facilitation –
    Long Range Planning
      for Rotary Clubs
Presented By:
D-5960 Vision Facilitation Team



                                  1
       Presentation Topics
Club Vision – what and why
Rotary International Strategic Plan
Club Leadership Plan
Introduce:
– President’s Development Team
– Club structure
Let’s get into your club’s visioning!


                                        2
“If you don’t know where you are going,
   chances are you will end up
   someplace else.” (Yogi Berra)


                                          3
A Club Needs
  Clarity in
Which Way To
    Go….




               4
               4
Good Planning Just Makes Sense !!




                                5
               A Club Vision Is
Dynamic Management Tool
   • Defines a shared
     commitment
   • Provides long-term
     direction
   • Creates a framework to
     establish goals and
     objectives
   • Optimizes use of
     resources



                                  6
                    Club Vision
What do we stand for in the community
Club size and attributes
Four Avenues of Service
–   Club
–   Community
–   Vocational
–   International
Rotary Foundation Success
Public Image

                                        7
Why is a Club Vision needed?
 Tradition of annual cycles breaks
 continuity, consistency, and
 consensus

 Clubs end up “re-inventing the wheel”
 instead of moving forward

 Or worse …..

                                         8
How Do Clubs Benefit From
     Club Visioning?
 Goal setting-Long range (strategic)
 Goal setting-Annual goals (Actions
 and plans)
 Continuity in projects/decision
 making
 Consensus for decision making

                                       9
Consistency and                              VISION
Continuity
                                    2015
                           2014
                   2013

            2012

     2011
                   Annual plans, projects,
                   programs


                                                      10
Sept. 2003 Rotarian Featured
R.I. Strategic Planning Goals




                                11
     2010 RI Strategic Plan-
 Back to Basics Priorities & Goals
     Support and                 Focus and Increase             Enhance Public Image
    Strengthen Clubs             Humanitarian Service               and Awareness


Foster club innovation and       Eradicate polio                  Unify image and brand
flexibility                      Increase sustainable service     awareness
Balance activities in all four   focused on in                    Publicize action-
Avenues of Service                 o Youth and young              oriented service
Promote membership                    adults                      Promote core values
diversity                          o The Rotary                   Emphasize vocational
Improve member                        Foundation’s six areas      service ideal
recruitment and retention             of focus                    Encourage clubs to
Develop leaders                  Expand strategic                 promote their
Extend Rotary                    partnerships and                 networking
Encourage strategic planning     cooperative relationships        opportunities and
at club and district levels      Create significant projects      signature activities
                                 both locally and
                                 internationally



                                                                                     12
TAKE YOUR CLUB TO
  THE NEXT LEVEL
                        Implement the
                        Club Leadership Plan

           • Develop a long-range plan
           • Simplify the committee structure
           • Involve all club members




                                            13
Effective clubs are able to…
   Sustain and increase
   membership

   Implement successful
   service projects

   Support The Rotary
   Foundation
                                      Insert your
   Develop leaders         District
                            Gov
                                      picture here


   beyond the club level

                                                     14
 Planning at the Club level…
President’s Development Team
  Membership - Sitting Pres, P-E, P-E-N, &
   3 Immediate Past Presidents
  Meeting - every third month
  Chaired – Immediate Past- President
  Minutes – newest member to committee


                                         15
Planning & Training at the Club level…
    Presidents Development Team
Sample Agenda Topics for Quarterly Meetings
    August             November           February                  May

  Early Sept.             May            November              February
Fund Raising &       Fund Raising &     Initial Budget       Final Budget /
   Finances             Finances        Discussions /          Finances
                                           Finances
 RI Foundation        RI Foundation    RI Foundation         RI Foundation
   Planning              Planning        Planning               Planning
 Public Relations   Public Relations   Public Relations     Public Relations
   Technology          Technology        Technology           Technology
  Membership           Membership       Membership          Membership
Training the PE &      Nominating                         Governance Review
                                                          Long Range Planning Review
      Board            Committee
                                                                               16
        Recommended Standing
            Committees*

                                Club Board




   Club          Club Public                      Service       The Rotary
                                Membership
Administration    Relations                       Projects      Foundation


   *Additional committees can be appointed as needed on an annual basis




                                                                          17
Club Organization Structure- Example




         Recreated from Rotary Club Presidents Manual   18
     Presentation Topics
Club Vision – what and why
Rotary International Strategic Plan
Club Leadership Plan
Introduce:
– President’s Development Team
– Club structure
Let’s get into your club’s
visioning!
                                      19
The Visioning Process

Be bold and think outside the box
Suspend your practical side and allow
yourself to dream grand dreams
The practical sorting process will come
later



                                      20
IT IS THE YEAR




2016
                 21