SESSION 8: STRATEGIC PLANNING & GOALSSETTING District 3310 Assembly 2010/11 Session 8: Strategic Planning and Goals Setting

SESSION 8: STRATEGIC PLANNING & GOALSSETTING District 3310 Assembly 2010/11 1. Appreciate - Meaning of Strategic Planning - Why essential to well-being of club - Forms an important part of CLP 2. Be able to work with Club leaders and members to develop or update club’s Strategic plan. 3. Learn importance of establishing goals 4. Be able to use Planning Guide for Effective Rotary Clubs to work with club members to establish club goals for coming year. Learning Objectives

SESSION 8: STRATEGIC PLANNING & GOALSSETTING District 3310 Assembly 2010/11 What is a Plan?

SESSION 8: STRATEGIC PLANNING & GOALSSETTING District 3310 Assembly 2010/11 Definition of A Plan The act or process of making or carrying out the establishment of - goals - policies and procedures for a unit of work

SESSION 8: STRATEGIC PLANNING & GOALSSETTING District 3310 Assembly 2010/11 Handouts Strategic Planning Worksheets Worksheet 20 – Summary for Goal Setting Worksheet 21 - Strategic Planning Guide Appendix I – Planning Guide for an Effective Rotary Club: complete jointly with Board and submit to AG by July 1.

SESSION 8: STRATEGIC PLANNING & GOALSSETTING District 3310 Assembly 2010/11 Worksheet 20 Summary for Strategic Planning & Goal Setting –Reminder to write notes –Summarise learning –Summarise plans

SESSION 8: STRATEGIC PLANNING & GOALSSETTING District 3310 Assembly 2010/11 What is Strategic Planning?

SESSION 8: STRATEGIC PLANNING & GOALSSETTING District 3310 Assembly 2010/11 Definition of a Strategic Plan Strategic Planning is long range planning. Involves an analysis of work environment, economic issues, trends, existing competition. The trend of a strategic plan is to shape the future of the organisation, whether totally or partially.

SESSION 8: STRATEGIC PLANNING & GOALSSETTING District 3310 Assembly 2010/11 Worksheet 21 Strategic Planning Guide Fill in Strategic Planning Worksheet individually for resp Club (draft) (5 minutes) Share

SESSION 8: STRATEGIC PLANNING & GOALSSETTING District 3310 Assembly 2010/11 What is Current Status in your Club? Do you have a strategic plan? Do you have an SP Director or Committee? Is SP essential to Club? Is it beneficial? What are benefits?

SESSION 8: STRATEGIC PLANNING & GOALSSETTING District 3310 Assembly 2010/11 Benefits of a Strategic Plan A strategic plan: Gives all club members the opportunity to be involved in planning the future of the club. Ensures consistency and continuity among those who carry out the goals. Focus on significant issues and challenges facing the club. Promotes teamwork and commitment to strategic issues.

SESSION 8: STRATEGIC PLANNING & GOALSSETTING District 3310 Assembly 2010/11 Conducting a Strategic Planning Retreat Steps to take Before the Retreat During the Retreat

SESSION 8: STRATEGIC PLANNING & GOALSSETTING District 3310 Assembly 2010/11 Before the Retreat Top Down Approach – Total Commitment of the Board The commitment of General Leadership Commitment to contribute to workshop framework Adequate Time to be allocated Promise of attendance and participation Funds to be provided

SESSION 8: STRATEGIC PLANNING & GOALSSETTING District 3310 Assembly 2010/11 During the Retreat Attendance at all sessions Commitment to study and think Interactive, Creative Participation Commitment to be Owners

SESSION 8: STRATEGIC PLANNING & GOALSSETTING District 3310 Assembly 2010/11 Implementing the Strategic Plan How to Implement SP thru Developing Annual Goals Steps in Goal Setting to ensure success

SESSION 8: STRATEGIC PLANNING & GOALSSETTING District 3310 Assembly 2010/11 Implementation of the Strategic Plan Review Priorities. Owners to renew commitment. Share Plan with members and get their buy-in. Establish Monitoring Structure. Provide Resources. Be Prepared to Change Direction. Re-validate Yearly Goals. Evaluate half-yearly.

SESSION 8: STRATEGIC PLANNING & GOALSSETTING District 3310 Assembly 2010/11 What is Goal Setting?

SESSION 8: STRATEGIC PLANNING & GOALSSETTING District 3310 Assembly 2010/11 Goal Setting – Definition Goal Setting is a marketing process using ideas which are achievable, measurable and realistic in implementing strategic plan.

SESSION 8: STRATEGIC PLANNING & GOALSSETTING District 3310 Assembly 2010/11 How do you set Goals?

SESSION 8: STRATEGIC PLANNING & GOALSSETTING District 3310 Assembly 2010/11 How do you set Goals? Align with District Vision, Mission and Goals Grow Service to New Generations and Vocational Service Prioritise based on Club needs

SESSION 8: STRATEGIC PLANNING & GOALSSETTING District 3310 Assembly 2010/11

SESSION 8: STRATEGIC PLANNING & GOALSSETTING District 3310 Assembly 2010/11 Reminder Appendix I – Planning Guide for an Effective Rotary Club: Complete jointly with Board and submit to AG by July 1.

SESSION 8: STRATEGIC PLANNING & GOALSSETTING District 3310 Assembly 2010/11 1. Appreciate - Meaning of Strategic Planning - Why essential to well-being of club - Forms an important part of CLP 2. Be able to work with Club leaders and members to develop or update club’s Strategic plan. 3. Learn importance of establishing goals 4. Be able to use Planning Guide for Effective Rotary Clubs to work with club members to establish club goals for coming year. Learning Objectives

SESSION 8: STRATEGIC PLANNING & GOALSSETTING District 3310 Assembly 2010/11 Thank You for Sharing