Planning and Goal Setting Strategic Planning & Goal Setting for Effective Clubs

Introductions Assistant Governor Support Facilitator Mike McNulty – 5100 / Camby, OR Facilitator Andrew Ballard – 5030 / Lynnwood, WA Introduce yourself to your table team Name, District, Club, years in Rotary Courtesies

I’M PUTTING YOU ON THE STRATEGIC PLANNING TEAM IT’S LIKE WORK BUT WITHOUT THE SATISFACTION OF ACCOMPLISHING ANYTHING.

If you don’t know where you’re going, you’ll end up somewhere else.

A: Learning Objectives (Use Planning Guide in Workbook p. 57) Identify the resources available and benefits of strategic planning & visioning Articulate the difference between strategic planning and annual goals Outline the goal planning process, setting a key goal and developing an action plan with benchmarks Understand the formal club visioning process and how to conduct it

Materials & Planning Resources Rotary is very “Goal” oriented Goal Worksheet-Committee Goals/Action Plans p. 58 Club President’s Manual – Chapter 2 Page 13 – Chapter 2, Planning for Your Year Page 16 – Planning Guide for Effective Rotary Club

Strategic Planning vs. Annual Goals 5-year Horizon Annual Goals 1-year Horizon Measure Monthly

Planning & Goal Setting (Effective Rotary Clubs) Sustain or Increase Membership Implement Successful Service Projects Support The Rotary Foundation Develop Leaders Beyond the Club Level

B: Strategic Planning & Visioning How many have already done strategic planning? What are the benefits of strategic planning? What are the key steps to develop a strategic plan? Describe club’s current state Draft one sentence vision statement Brainstorm 5-year strategic priorities A strategy plan helps clubs achieve their vision through strategic priorities and annual goals

Strategic Planning Focus 5-year Horizon

C: Annual Goals Why do we really need goals in our Rotary Clubs? Annual goals identify specific accomplishments you want to achieve during your year Who should help develop your Club’s annual goals? Club Board Committee members Club members

Annual Goals Focus Annual Goals 1-year Horizon Measure Monthly

SMART Goal Setting Specific Measurable Achievable Relevant Timed

D: Strategies for Achieving Goals How does your club determine what goals to set? Based on club current situation and needs Aligned to support vision and strategic priorities Based on what committees want to accomplish Based on community needs and program services Based on achieving the Presidential Citation

Table Team Exercise Teams discuss and choose one (1) goal you want to accomplish in your year – 5-minutes Using the Goal Planning Worksheet, act as a committee chair and fill out page 58 of your worksheet – 15-minutes Report to group how you will achieve your goal – 10-minutes State committee and goal What impact will it have Share three (3) action steps

District Vision Facilitation – p 60 Most Districts have a Visioning Facilitation Team Four hour session to develop a five year plan Contact your District for your Visioning Chair

E: Review/Conclusion Review Learning Objectives (did we): Identify the resources available and benefits of strategic planning & visioning Articulate the difference between strategic planning and annual goals Outline the goal planning process, setting a key goal and developing an action plan and benchmarks Discuss the Districts visioning process for Clubs What will you takeaway from this session?

E: Review/Conclusion Thank you all for your participation You will all make excellent Club Presidents Please fill out evaluations before you leave Please tidy up your tables before you leave