Planning Ahead for Your Club Presenter needs to enter their name and club Tina Akins Beri Kasper Rotary Club of Concord Rotary Club of Concord-Diablo Retail business owner CPA

Why Plan? Planning Ahead There are many reasons: Planning enables you to achieve efficiency and accuracy by coordinating efforts and managing time effectively.

Planning is Your Road Map Where are you now Where do you want to be Figure out how to get there The road map view is extremely helpful to visualize what needs to be prioritized year-by-year to achieve your vision

Proactive not reactive Communicates a common message Benefits of Planning Proactive not reactive Communicates a common message Simplifies decision making Aligns resources to priorities You set direction and priorities….. communicate the message…, Get everyone on the same page…., You simplify decision-making ….Align your resources to priorities by making sure that what you are doing goes with your set goals.

Six Steps to successful Planning r ROTARY STRATEGIC PLANNING GUIDE Six Steps to successful Planning

The Process Explore club’s current condition Prepare vision statement Align vision statement with club’s current condition Set priorities to achieve vision This is the process – HANDOUT - review these steps as outlined in RI Planning Tool; next few slides will expand on each of these ideas and give us a chance to talk more about the individual steps List 3 to 5 yearly goals to support priorities Track the club’s new strategic plan

Club Strengths And Weaknesses Opportunities Challenges Where Are We Now WORKSHOP EXERCISE Club Strengths And Weaknesses Opportunities Challenges Expansion of Item #1 on Slide 7; Can ask each participant to take a moment to think about the SWOT (Strengths, Weaknesses, Opportunities and Challenges) as they relate to their own club …… If time allows, you can have them share one or two items with a neighbor

Prepare a list of 5 to 10 activities Where Do You Want To Be Prepare a list of 5 to 10 activities List 5 – 10 activities; For Example: building membership, complete a service project, form an Interact Club

Getting there Roadmap to success

Update/adapt as needed How Are We Doing Monitor progress Update/adapt as needed

Available Resources www.rotary.org - Strategic Planning Guide Planning Guide For Effective Rotary Clubs Rotary Club Health Check RI vision Statement RI Strategic Plan

District Visioning Help is available from experienced strategic planning professionals Candy Pierce, PDG Visioning Team Leader candy4golf@aol.com Ask if any clubs have participated and results, experience

Planning Ahead How does planning help your club and your community? What is the one thing you can do this month to help your club plan ahead? Planning helps you to make a bigger difference in your community; makes your club stronger Follow tenets of Rotary – Don’t sponsor a baby seal hunt! Take a moment to think of one thing you can do this month to help your club plan ahead? Quiet, personal reflection. Depending on the tine available, ask participants to share.

End Questions?