Session 8: Strategic Planning and Goals Setting

SESSION 8: STRATEGIC PLANNING & GOALSSETTINGDistrict 3310 Assembly 2010/11

Session 8: Strategic Planning and Goals Setting


1. Appreciate the meaning of Strategic Planning and why

Strategic Planning is essential to the well being of the club. Strategic Planning forms an important part of the CLP.2. Be able to work with Club leaders and members to develop or update the clubs’ Strategic plan.3. Learn the importance of establishing goals4. Be able to use the Planning Guide for Effective Rotary Guide to work with club members to establish club goals for the coming year.

Learning Objectives


Definition of A Plan

The act or process of making or carrying out the

establishment of goals, policies and procedure

for a unit of work


Definition of a Strategic Plan

Strategic Planning is long range planning. It involves an analysis of the work environment, the economic issues, the trends, the existing competition. The trend of a strategic plan is to shape the future of the organisation, whether totally or partially.


Benefits of a Strategic Plan

A strategic plan:• Gives all club members the opportunity to be involved in planning the future of the club.• Ensures consistency and continuity among those who carry out the goals.• Focus on significant issues and challenges facing the club.• Promotes teamwork and commitment to strategic issues.


Before the Retreat

• Top Down Approach – Total Commitment of the Board• The commitment of General Leadership• Commitment to contribute to workshop framework• Adequate Time to be allocated • Promise of attendance and participation• Funds to be provided


During the Retreat

• Attendance at all sessions• Commitment to study and think• Interactive, Creative Participation• Commitment to Think and Study• Commitment to be Owners


Implementation of the Strategic Plan

• Priorities have to be reviewed.• Owners have to renew commitment or re-appointed.• Plan to be share with members and get their buy-in.• Monitoring structure have to be established.• Provide Resources• Be Prepared to Change Direction• Yearly Goals have to be re-validated.• Evaluation done half-yearly


Strategic Planning Worksheet

Page 117/8, Club President’s Manual


Goals Setting – Definition

Goal Setting is a marketing process using ideas which are achievable, measurable and realistic in realising the strategic plan.


1. Appreciate the meaning of Strategic Planning and why

Strategic Planning is essential to the well being of the

club. Strategic Planning forms an important part of the CLP.2. Be able to work with Club leaders and members to develop or update the clubs’ Strategic plan.3. Learn the importance of establishing goals4. Be able to use the Planning Guide for Effective Rotary Guide to work with club members to establish club goals for the coming year.

Learning Objectives


Thank You for All Sharing

Session 8: Strategic Planning and Goals Setting

Documents

Transcript of Session 8: Strategic Planning and Goals Setting