Visioning & Long-Range Planning __________________

Visioning & Long-Range Planning

__________________

Rotary District 5010

Visioning& Planning

__________________ A tool to

• Strengthen your club• Re-vitalize membership• Prepare your club for the future


Good to GREAT__________________

Profits are a necessary condition for existence and a means to more important ends, but profits are not the end in itself for companies. Profits are like oxygen, food, water and blood for the body; they are not the point of life, but without them, there is no life.

Jim Collins “Good to Great”


Good to GREATRotary Clubs

__________________ Members are a necessary condition for existence and a means to more important ends, but members are not the end in itself for clubs. Members are like oxygen, food, water and blood for the body; they are not the point of Rotary, but without them, there is no Rotary.


Our DiscussionToday

__________________ 1. Club Leadership Plan

2. CLP First Step: Planning

3. Visioning: How Does it Relate to Long Range Planning and Membership?

4. How will YOUR Club Benefit?


Why CLP?__________________

To strengthen Rotary by providing an administrative framework for an effective club (already proven to work)


Club Leadership Plan

__________________

You can't do today's job with yesterday's methods and be in business tomorrow.

Peter Drucker


Club Leadership Plan9 Steps for Implementation

__________________ – Develop long-range goals– Set annual goals– Communicate clearly & hold assemblies– Ensure continuity in leadership– Customize/Amend the bylaws – Make sure club members feel involved

and informed– Provide regular fellowship

opportunities– Actively involve all club members– Offer regular, consistent training


Club Leadership Plan__________________

The First Step: Planning Develop long-range

goals for the elements of an effective club


Effective Clubs__________________

• Sustain and Increase Membership

• Implement Successful Service Projects

• Support The Rotary Foundation

• Develop Leaders Beyond the Club Level


What is a Long-Range Plan?

__________________ A living management tool

• Defines a shared commitment• Provides long-term direction (5

years)• Creates a framework to set

annual goals and objectives• Optimizes use of resources

(M&M)


Why A Long-Term Plan?__________________

Tradition of annual cycles has not been effective

Establishes a multi-year coordinated plan

Need for greater continuity, consistency and consensus

Ability for ALL club members to participate in setting the direction


Club Long-Term Planning

__________________ • Where do we want to be?

• Where are we now?

• How do we get there?


Club Visioning Process

__________________


__________________

If you don’t know where you’re going, chances are you will end up someplace

else. Yogi Berra

What is a Club Vision?__________________


Rowing Rowing in the in the same same directiondirectionwith a with a common common destinatidestination in on in mind…mind…

Planning Steps

Actions & ProgramsActions & Programs

Long Range PlanLong Range Plan


VisionVision

Club Visioning Benefits__________________

Goal setting - Long range (strategic) - Annual goals (operational and action plans) Continuity in projects/decision

making Consensus in direction and

decisions


Club Visioning Benefits__________________

Larger and stronger field of club leaders

Succession planning for club leadership

Involving all members in club activities

Fellowship

Membership Development Vision is how we recruit and retain


Which Clubs Benefit from Visioning?__________________

Effective clubs that want more members to be active, active at a higher level or new projects

New clubs that are forming their “identity” in the community and setting future direction

Clubs that may have a level or declining membership

Clubs that are struggling with some issues or need re-vitalization


Club Visioning Topics__________________

• Who are we?• What do we stand for in the

community?• Club size and attributes• Four Avenues of Service• Foundation Success• Leadership Development


Rotary Club VisioningHistory

__________________ Started in 2002 in District 5960 (Minnesota) Developed and refined 3.5 – 4 hour process for

clubs Visioning is occurring in 37 Rotary districts and

expanding 220 visioning facilitators trained and working

with clubs


Rotary Club VisioningNuts & Bolts

__________________ Visioning available to D5010

clubs starting in September (first come, first served!)

Team of 2-3 facilitators will work with your club

4-hour session


Rotary Club VisioningClub Requirements__________________

All board members (current and incoming); 50% of club members present for small clubs; clubs over 50 members: 25 present

Provide site, food and organization Help with home host or donated

lodging and air miles for facilitators Clubs in 1 region scheduled same

weekRotary District 5010

Rotary Long Range Plans__________________

Rotary Plans

• Rotary International strategic plan

• TRF future vision plan

• District 5010 strategic plan

• Club vision and plan


Want to Schedule Visioning for Your Club?

__________________

Kim O’Meara District 5010 Visioning

Coordinator [email protected] 907-223-8385

Your AG


Planning is the First Step to Action

__________________

There are risks and costs to a program of action, but they are far less than the long-range risks and costs of comfortable inaction.

John F. Kennedy


Taking Action__________________

Just do it.Nike


Taking Action__________________

Git ‘er done.Larry, the cable guy.


Visioning & Long-Range Planning __________________

Documents

Transcript of Visioning & Long-Range Planning __________________