Note to preparer for club
session
Cover sheet needs club name and date
 Pages 13 and 14 add results from survey
 Page 19 needs club name
 Page 25 needs AG name, and name of a
mentor from our team.
 Last step – erase this slide!

© International Vision Facilitation Committee
1
Vision Facilitation
Long Range Planning
for
The Rotary Club of __________
Presented By: D-5340 Vision Facilitation Team
Date, 2011
© International Vision Facilitation Committee
2
Focus
“Our plans miscarry
because they have no
aim. When a man
does not know what
harbor he is making
for, no wind is the
right wind.”
--Seneca
© International Vision Facilitation Committee
3
3
What Is “Club Vision”?
Dynamic Management Tool
•
•
•
•
Defines a shared
commitment
Provides long-term
direction
Creates a framework to
establish goals and
objectives
Optimizes use of
resources
© International Vision Facilitation Committee
4
Why Is A Plan Needed?
 Tradition
of annual cycles
breaks continuity, consistency,
and consensus
 Clubs end up “re-inventing the
wheel” instead of moving
forward
 …..or worse….
© International Vision Facilitation Committee
5
Start with the “End” in mind….
SUCCESSFUL CLUBS

Sustain and increase
membership

Implement successful
service projects

Support The Rotary
Foundation

Develop leaders in the
club and beyond
© International Vision Facilitation Committee
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6
Our Outcome Today
Long Term
Vision
A Multi-year
Plan
VISION
2016
2015
2014
2013
2012
Annual plans,
projects, programs
© International Vision Facilitation Committee
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Planning
Steps…
Actions & Programs
Vision
Long Range Plan
The Big Picture
“We can make Rotary the best it has ever been as we
enter our second century of service!”
-RI Strategic Plan
RI
RI
District
Club
© International Vision Facilitation Committee
9
Rotary International
Strategic Priorities 2011
1.
Support and strengthen the clubs
Via recruiting, retention, diversity, leadership
training, strategic planning at district and club
level
2.
Increase service to humanity
Eradicate polio, create significant
sustainable projects,
and partner with other organizations
3.
Enhance public image and
awareness
Publicize service, promote core values,
emphasize vocational service
© International Vision Facilitation Committee
10
Planning at the District level…
Governor’s Planning Committee






Membership - Sitting DG, DGE, DGN and
District Resource Leaders
Semiannual review of objectives and
progress
Annual update cycle
Chaired by current District Governor
Presentation to current AGs and Presidents
Adoption by Presidents Elect for following
Rotary year
© International Vision Facilitation Committee
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District 5340 Initiatives

Support and Strengthen Clubs

Foster club innovation and flexibility
 Promote membership diversity
 Start new, dynamic clubs
 Encourage Strategic planning at club and district levels

Focus and Increase Humanitarian Service

Increase sustainable service focused on New Generations Service
Programs and TRF's six areas of focus
 Increase collaboration and connection with other organization

Enhance Public Image and Awareness

Emphasize vocational service
 Encourage clubs to promote their networking opportunities and signature
activities
© International Vision Facilitation Committee
12
Club Planning
Survey Results – What working well
© International Vision Facilitation Committee
13
Club Planning
Survey Results – What needs attention
© International Vision Facilitation Committee
14
“Rotary is not an organization for
retrospection. It is rather one
whose worth and purpose lie in
future activity rather than past
performance.”
- Paul Harris, Founder of Rotary International
© International Vision Facilitation Committee
15
The Visioning Process




Be bold and think
outside the box
Suspend your
practical side
Allow yourself to
dream grand
dreams
The practical sorting
process will come
later
© International Vision Facilitation Committee
16
It is NOW the Year
2016
© International Vision Facilitation Committee
17
© International Vision Facilitation Committee
18
Vision Facilitation
Next Steps for
The Rotary Club of __________
Presented By: D-5340 Vision Facilitation Team
© International Vision Facilitation Committee
19
What Follows
Today
Actions & Programs
Vision
Long Range Plan
© International Vision Facilitation Committee
20
Implementing The Plan:
Next Steps to Action
1. Club Vision ►
2. Translate to Long Range Goals ►
3. Annual (Short Term) Goals ►
4. Engage every member in the Passion of the Vision
►Club Assemblies ► Ongoing Training ►
5. Build in Succession Leadership ►
6. Review and update the Plan on regular basis
© International Vision Facilitation Committee
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21
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
© International Vision Facilitation Committee
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Planning & Training at the Club level…
Presidents Development Team
Sample Agenda Topics for Quarterly Meetings
August
Early
Sept.
November
May
Fund Raising &
Finances
Fund Raising &
Finances
February
November
Initial Budget
Discussions /
Finances
May
February
Final Budget /
Finances
RI Foundation
Planning
RI Foundation
Planning
RI Foundation
Planning
RI Foundation
Planning
Public Relations
Technology
Membership
Training the PE &
Board
Public Relations
Public Relations
Technology
Membership
Public Relations
Technology
Technology
Membership
Nominating
Committee
Membership
Governance Review
Long Range Planning Review
Action Plan
ACTION
WHO
WHEN (Specific Date)
Compile the facilitation wall charts
Create a vision statement or “elevator
speech” for our club using the information
gathered this evening.
Schedule a club assembly to share what
has happened
Assemble a President’s Development
Committee (PDC)
Serve as liaison to Vision Facilitation
Mentor that will assist your club in
preparing an Action Plan with Timeline
© International Vision Facilitation Committee
24
District 5340 Rotary Resources






www.rotary.org
www.rotary5340.org
District Visioning Chair Louise Andres
________ (club AG)
Regional Leadership Team (AG,
Membership, TRF specialists)
District Mentorship Team
© International Vision Facilitation Committee
25
“The only way a man
can remain
consistent amid
changing
circumstances is to
change with them
while preserving the
same dominating
purpose. ”
Sir Winston Churchill
© International Vision Facilitation Committee
26
Thank you for your Commitment
© International Vision Facilitation Committee
27