Long-Range Planning:
Next Steps
Southern Pines Rotary Club
1

“We do make a
difference -- one way or
the other. We are
responsible for the
impact of our lives.
Whatever we do with
whatever we have, we
leave behind us a legacy
for those who follow”.
- Stephen Covey
2
2
Why Have a Plan?
Dynamic Management Tool
•
•
•
•
Defines a shared
commitment
Provides long-term
direction
Creates a framework to
establish goals and
objectives
Optimizes use of
resources
3
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
4
4
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
5
Planning
Steps…
Actions & Programs
Vision
Long Range Plan
Club Planning
Survey Results -What is working well
Club size
 Fellowship
 Community service
 Programs
 Leadership

7
Club Planning
Survey Results – What needs attention
Recruitment efforts in specific areas
 Fundraising
 Communication of what we do
 Community awareness

8
Club Planning
Survey Results

52% of Club membership participated…some feedback:











“If we don’t engage new members in the first six months, we will lose them.”
Helpful to receive announcements/business issues before the “bell is rung”.
Happy Dollars can sometimes run too long
Speakers should have their 20 minutes
The Club should spend more time setting priorities, guidelines for service
projects.
We need better communication
“What will RI’s mission be after polio is defeated?”
Fundraising is “not effective”
“We need more hands-on activities”
Advertise Club through Facebook, banners, ads at sports and social events
More articles in The Pilot; maybe an weekly ad describing the meetings?
9
Our Outcome Today
Long Term
Vision
A Multi-year
Plan
VISION
2015
2014
2013
2012
2011
Annual plans,
projects, programs
10
“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
11
Southern Pines Rotary Club
Long-Range Planning Goals
 Continue
to offer the fun and fellowship which are
the glue that holds together our Rotary Club and
the diverse group of volunteers. This should
naturally encourage recruitment and the desire to
share this fellowship with others. Members are
challenged to continue recruitment efforts to keep
our Club at an average size of 100.
12
Southern Pines Rotary Club
Long-Range Planning Goals
 Proactively
enable member engagement with
goals and activities. The goal is to give our
members information and opportunity to join the
varied Club activities that resonate with their
personal interests. Encourage more involvement
by calling on those who have not yet participated
to see if they are interested in serving.
13
Southern Pines Rotary Club
Long-Range Planning Goals
 Define
sustainable, effective management and
leadership policies that will translate into
successful policies for continuity of our
organizational structure. There are challenges to
overcome – succession plans for Board
positions; the need for role clarity; clearly
defining volunteer responsibilities. All these areas
and more need to be tackled and communicated
in a timely and effective way.
14
Southern Pines Rotary Club
Long-Range Planning Goals
 Foster
strong, sustainable communications with
our members and the community. Our members
need to know what the Club is doing on a regular
basis. Our community needs to know the good
work our Club is doing. Goals should include
more public signage, weekly advertisements in
the newspaper and the use of social media.
15
Southern Pines Rotary Club
Long-Range Planning Goals

Plan and execute visible, collaborative projects
supported by sound funding and sustainable member
involvement. We are in the process of applying for a
Global Grant through the Future Vision Program for
the “Together We Can Do Moore initiative”. This will
be a three-year project that will carry us through 2014.
New funding projects will be needed for 2014 forward.
At the same time a long term funding strategy will be
established to ensure achievement of the long term
project commitments.
16
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. Establish a Directors and Officers Succession
Plan ►
6. Review and update the Plan on regular basis
17
17
Long-Range Planning Committee

Develop Action Plans for short-term goals

Assign tasks to achieve these goals

Meeting - every third month

Report to Board & Membership quarterly
18
“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
19
Thank you for your Commitment
© International Vision Facilitation Committee
20