Planning for District Success

Create a culture of performance

What is Strategic Planning? A systematic process of envisioning a desired future, and translating this vision into broadly defined goals or objectives and a sequence of steps to achieve them.

A tool that provides guidance in fulfilling a Mission with maximum efficiency and impact. If it is to be effective and useful, it should articulate specific goals and describe the action steps and resources needed to accomplish them.

Background How long have the District’s Exchange Clubs been serving their communities? What is the structure of the district? What need does the district serve? - Why is this important to the district right now? Is the need for these services growing? What kind of geographic boundaries does the district have? - What is the reach, and what is the potential What is the profile of your most likely service users? - What do you know about this group of people - How does the district address their needs What successes did the district have last year? What challenges do you anticipate next year that will need to be addressed?

Vision Vision Checklist: Does it excite members? Does it tell the world about what you want to do? Is it big enough? Is it simple? Is it clear? Is it about what you can give?

Mission Vision: States the result of your good works Mission: Your role in delivering the vision. What you will do to help bring about this change? Your Mission checklist: Does it tell the community about the purpose of Exchange Clubs? Is it clear and simple? Will it help keep you focused on the right things? Does it link well: With your Vision Tell people your part in delivery

Values Accountability Dependability Hope Prosperity/Wealth Achievement Determination Humor Quality Attitude Discipline Independence Recognition Autonomy Diversity Individualism Reliable Balance Equality Innovation Respect Beauty Ethical Inspiring Responsibility Caring Fairness Integrity Risk-Taking Caution Freedom Intelligence Safety Challenge Effectiveness Involvement Security Commitment Efficiency Learning Service Communication Empathy Legal Simplicity Community Empowerment Love/Affection Speed Competence Faith Loyalty Spirituality Competition Flexibility Open-mindedness Strength Consistency Friendship Optimism Success Cooperation Fun Organization Task-focused Courage Growth Partnership Teamwork Creativity Happiness Patience Trust Curiosity Harmony Power Uniqueness Customer Service Health Productivity Variety Decisiveness Honesty Professionalism Winning Profitability Wisdom

Championing Exchange in your District How will you take your message to your community? What groups do we need to serve most? Prospects, service users, community leaders, funders How will you communicate slightly different messages to each group? What do they need to hear from us? What needs do they have? What problem can you solve? What is the best way to find and communicate with them? Where are they? When will we communicate with them, and how often? Monthly networking events? Weekly newspaper? Quarterly newsletter? How will we know if they have heard our message? What will success look like?

Objectives & Priorities S Specific M Measurable A Achievable R Realistic T Timebound

Objectives & Priorities Know your limit Verify objectives are SMART Support vision and fit mission Clear link to values and delivery Timing is everything Are you excited?

Development Plan Summarize: How will your investment of time, energy, Area of development needed What will be done When Investment (both time and money) How will your investment of time, energy, and resources help you and your team deliver your objectives and Mission?

Operating Budget Estimated Operating Budget Worksheet Expected Income Budget Actual Fundraising Sponsors Ticket Sales Total Expected Income Expected Expenses Supplies Marketing Rental Total Expected Expenses Total

SWOT Analysis Strengths What makes you amazing? Weaknesses What is missing? What needs to be refined? Opportunities What can push you forward that you have not yet taken advantage of? Threats Obstacles Lack of funding

Measure your Success Start every meeting with a strategic plan How will you know it’s working? Are you achieving your mission and vision? What will you do to get closer to achieving your goals?

Action Plan Quarterly Plan Action to take Related objective Start Date End Date Resources Cost, time, people