District Assembly | 1 Strategic Planning in Your District (Manual p. 1.4) 2013 Governors-elect Training Seminar | 1 Rotary Zones 24 & 32

“A goal without a plan is just a wish.” Antoine de Saint Exupéry 2013 Governors-elect Training Seminar | 2

Topics for Discussion Your responsibilities in planning for your district Steps to working with your district leaders to create and use a strategic plan Identify ways to effectively implement the plan as a guide to the district’s direction and to achieve its goals 2013 Governors-elect Training Seminar

2013 Governors-elect Training Seminar | 2

Your Responsibilities as a Governor Providing leadership, motivation, and guidance to the clubs in your district Taking the leadership role in sustaining and increasing Rotary’s success by fostering achievement at the club level. Supporting achievement of Rotary’s plan #1 responsibility: strengthening clubs What other responsibilities will you have in your district? 2013 Governors-elect Training Seminar

Two Types of Plans Annual (tactical) planning – specific action steps completed in 12 months to achieve a short-term goal or an incremental target toward a strategic goal Strategic (long-range) planning – systematic process to envision a desired future and translate this vision into goals and steps to achieve them; (usually 3 to 5 years in length 2013 Governors-elect Training Seminar

Why a WRITTEN Plan? 4% 16% 55% 76% 89% 2013 Governors-elect Training Seminar

Steps to Effectiveness Think about goals Write the goals Develop a specific action plan to reach the goals (with dates and commitments) Tell someone Regular progress reports 2013 Governors-elect Training Seminar

Your Goals as Governor Purpose Clear direction Motivate to action Personal passion/vision 2013 Governors-elect Training Seminar

Leadership Leadership is getting someone else to do something you want done because he wants to do it.” Dwight D. Eisenhower 2013 Governors-elect Training Seminar

Steps to Effectiveness What is your #1 priority for ? 2013 Governors-elect Training Seminar How does it integrate with your district’s plan and help to achieve the longer-term goals?

Your District’s Plan What is in place today? Structure/Process Frequency of planning/review Length of plan Follow up Written measures Reporting How do you know if you’re successful? 2013 Governors-elect Training Seminar

Who is Involved? Plan development/updates Plan implementation Plan assessment and reporting Plan feedback and recognition of achievements 2013 Governors-elect Training Seminar

Plans: Information Components Where are we now? Where do we want to be? How do we get there? How are we doing? How can we use Rotary Club Central? 2013 Governors-elect Training Seminar

Planning: Getting Started Make the commitment Appoint a steering committee Hold the 1st planning session Develop concrete action plan (responsibilities, dates, measures) Communicate Document the planning process Follow up/Report/Adapt 2013 Governors-elect Training Seminar

Plans: Common Obstacles Visible leadership commitment/communication Actually used to guide actions Flexible and adaptable Continuity Mutual support of initiatives What obstacles exist in your district? 2013 Governors-elect Training Seminar

Your District & Club Plans Coordination & Integration District and RI integrate Clubs and district integrate Governor years integrate Strategies integrate: “One Rotary” 2013 Governors-elect Training Seminar

Your Clubs’ Plans What is the expectation for club plans? How does your district support clubs in making a plan? What follow up is in place? How can Rotary Club Central be used? 2013 Governors-elect Training Seminar

Making It Happen Commit. Expect and inspect. Communicate. (if it’s important to you, it’s important to them) 2013 Governors-elect Training Seminar

Resources Strategic Planning Guide Rotary Strategic Plan Rotary Coordinators Strategic planning consultant in your own community Governors-elect Training Seminar