Vision and Strategic Plan Rotary Club of Sherwood 01/15/09 01/15/09 March 1, 2014 Vision and Strategic Plan Compiled for Rotary Club of Sherwood by Rotary District 5100 Vision Facilitation Team _____________________________________________ * *

Vision Facilitation Is… 01/15/09 01/15/09 Vision Facilitation Is… Taking our Rotary Club where it wants to go and envisioning where it can go Creation of a 5 year plan with core elements Formation of ideas (Brainstorming reality vs. fiction) Who does what and by when to achieve goals? * *

Why and How We Plan To all pull in the same direction 01/15/09 01/15/09 Why and How We Plan To all pull in the same direction To identify a targeted destination Continuity, Consistency, and Consensus (Unanimity) To provide continuity year over year with changing leadership teams Planning steps Vision Long range plan Actions, tactical Club plan and programs to be instituted * *

Rotary’s Greatest Strength: The Club 01/15/09 01/15/09 Rotary’s Greatest Strength: The Club Effective Clubs Sustain and grow membership Conduct relevant service projects Support the Rotary Foundation Develop leaders beyond the Club level Are financially stable * *

At the Mar 1, 2014 Facilitation 01/15/09 01/15/09 At the Mar 1, 2014 Facilitation We explored… Who are we? Where are we? Where do we want to be? How will we get there? How will we know when we arrive? * *

01/15/09 01/15/09 Vision Exercise We wrote a letter as if it were 2018 to the Rotary International President explaining why the Rotary Club of Sherwood deserves the distinguished Gold Medal as recognition for being “the best of the best.” This became the basis for creating the Vision that our Club might have for itself three to five years from now! * *

Every vote counted to reach consensus 01/15/09 01/15/09 Every vote counted to reach consensus * *

What our Club Stands For 01/15/09 01/15/09 What our Club Stands For Committed to youth Service Project based community enrichment * *

01/15/09 01/15/09 Club Size 55-60 * *

Club Attributes Youth focused (we are role models, mentors, etc.) Fun 01/15/09 01/15/09 Club Attributes Youth focused (we are role models, mentors, etc.) Fun Partners in community as Rotarians * *

Club Administration Ongoing mentoring of members 95% retention rate 01/15/09 01/15/09 Club Administration Ongoing mentoring of members 95% retention rate We schedule quarterly fellowship activities that promote membership growth, strength, and retention * *

01/15/09 01/15/09 Vocational Service http://logopond.com/logos/5cfea61e1f409f6ddc7f46fea64c0aa8.png Re-establish Career Quest at high school Rotary business internship Provide career shadows for high school students * *

Community Service Annual community “green up” day 01/15/09 01/15/09 Community Service Annual community “green up” day Be or partner on community outreach, community needs – Needs and Services Aggregator; Volunteer Action Coordinator Functional art project e.g. Old Town (clock) * *

International Service 01/15/09 01/15/09 International Service Continue partnerships with La Plata and Newberg Early Birds Clubs Leverage TRF to assist La Plata projects We go to service project in sunny tropical location * *

Youth Services Establish viable Interact Club in middle schools 01/15/09 01/15/09 Youth Services Establish viable Interact Club in middle schools We continue our support of RYLA (retreat) Scholarships (academic/trade) needs based * *

Fund Raising Tree sale receipts $60,000 Uncorking event 01/15/09 01/15/09 Fund Raising Tree sale receipts $60,000 Uncorking event One major fundraiser per year * *

The Rotary Foundation Club at 100% sustaining memberships ($100/Rotarian/year) Club at 100% Paul Harris Fellows

Our Club Foundation Fund endowment for Youth Exchange Support our international project and trip Build Club Foundation to $1 million

01/15/09 01/15/09 Public Image Leverage Interact and Youth Exchange to engage their parents – annual YE/Interact/parent event We are present at/have a presence at every Sherwood event Rotary sponsored resource based website * *

Leadership Development Formal succession plan and training Broad base of Club leadership Contribute to District and international leadership

….and then what happened? 01/15/09 01/15/09 ….and then what happened? Action Owner When Status Compile info Kim Mar 7 Done Develop elevator speech Doug Club Assembly Wendy Mar 14 Done – Mar 21 Champion Krissi – PEN Who owns the plan? Rotary Club of Sherwood * *

What Follows Today Actions & Programs Vision Long Range Plan Vision Facilitation Presentation * What Follows Today Actions & Programs Vision Slide 35 –   You will start with the Vision …. Then you will develop the Long Range Plan .. And from there you will develop the steps … the Actions and the Programs … that will take you towards the Vision … Long Range Plan *

Next Steps Break into small groups by subject area in the vision 01/15/09 01/15/09 Next Steps Break into small groups by subject area in the vision Review the selected items in each area Prioritize and determine specifically: who, what, and when for each listed item Report back to Club on how you will focus on the top identified items Club Champion continues to review progress quarterly, semiannually, or at least every year * *

01/15/09 01/15/09 Embracing the Vision “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 * *

01/15/09 01/15/09 Thank you Rotarians * *