© International Vision Facilitation Committee 1 Vision Facilitation Long Range Planning for The Rotary Club of ______, __ Presented By: D-7870 Vision Facilitation Team Date: _______________

© International Vision Facilitation Committee 5:00 – 5:15 Please:  Get your Food  Have a Seat  Dig in 2

© International Vision Facilitation Committee 5:15 – 5:40 Keep on eating! Introduce Facilitation Team PowerPoint 3

© International Vision Facilitation Committee Rules of the Room Cell phones off No Palm Prayers Bathrooms… Respect each others views One person speaks at a time No wrong answers or input 4

© International Vision Facilitation Committee Your Facilitation Team Today Rotary Club of: Tatha LewisWallingford, VT Ruth CloughBethel, VT June HoweBrattleboro, VT David HoopesWantastiquet-Londonderry, VT Rick ManganelloNashua, NH Janet Manganello 5 5

© International Vision Facilitation Committee Our Program This Evening 5:00 – 5:15Buffet Line – Get Food, Be Seated 5:15 – 5:20Introduce Facilitation Team 5:20 – 5: 40PowerPoint Presentation 5:40 – 5:50Introduce Club Members 5:50 – 6:00Break - Clean up, Restrooms 6:00 – 6:40Vision Exercise 6:40 – 8:00Extraction and Scribing 8:00 – 8:05Break - Team sorts 8:05 – 8:30Voting, Round One & Round Two 8:30 – 9:00Summarization & Wrap-up 6

© International Vision Facilitation Committee Facilitation = Training 7

© International Vision Facilitation Committee 8 Failing to Plan = Planning to Fail

© International Vision Facilitation Committee 9 ( “ NO - Your “ OTHER ” Main St. “ ) Conflicting Directions… Taken In A City Following A Following A Vision Session

© International Vision Facilitation Committee 10 Road Blocks!

© International Vision Facilitation Committee 11 Why Is A Plan Needed? Tradition of annual cycles breaks continuity, consistency, and consensus Clubs end up “re-inventing the wheel” instead of moving forward …..or worse….

Planning Steps… Vision Long Range Plan Actions & Programs

© International Vision Facilitation Committee 13 “If you don’t know where you are going, chances are you will end up someplace else.” - Yogi Berra Why does your Club need a Vision?

© International Vision Facilitation Committee 14 What Is “ Club Visioning ” ? Dynamic Management Tool Defines a shared commitment Provides long-term direction Creates a framework to establish goals and objectives Optimizes use of resources

© International Vision Facilitation Committee 15 The Visioning Process Be bold and think outside the box Suspend your practical side Allow yourself to dream grand dreams The practical sorting process will come later

© International Vision Facilitation Committee Start with the “End” in mind…. SUCCESSFUL CLUBS Sustain and increase membership Sustain and increase membership Implement successful service projects Implement successful service projects Support The Rotary Foundation Support The Rotary Foundation Develop leaders in the club and beyond Develop leaders in the club and beyond

© International Vision Facilitation Committee Our Outcome Today VISION Annual plans, projects, programs Long Term Vision A Multi-year Plan

© International Vision Facilitation Committee Who are you? Name Years in Rotary, what Club(s) Your Role(s) in the Club Your Rotary Passion 18

© International Vision Facilitation Committee 5:50 – 6:00 Break  Take 10!  Restrooms  Back in seats promptly at 6:00 19

© International Vision Facilitation Committee VISION EXERCISE A great way to get started 20

© International Vision Facilitation Committee Vision Exercise - Categories  Club Stands For3  Club Size1  Club Attributes3  Five Avenues of Service Club Service3 Vocational Service3 Community Service3 New Generations Service3 International Service3  Fund Raiser1  The Rotary Foundation3  Public Image

© International Vision Facilitation Committee Vision Exercise In room writing assignment – 30 Minutes For your individual use – No test will be given For each Category  Decide what you think is key  Write down a headline that captures your idea If you finish early, take a stretch 22

© International Vision Facilitation Committee 23 It is NOW the Year 2017

© International Vision Facilitation Committee 24 Vision Facilitation Next Steps for The Rotary Club of ___________, ___ Presented By: D-7870 Vision Facilitation Team Date: ____________

© International Vision Facilitation Committee Summary – Club Stands For 25

© International Vision Facilitation Committee Summary – Club Size 26

© International Vision Facilitation Committee Summary – Club Attributes 27

© International Vision Facilitation Committee Summary – Club Service 28

© International Vision Facilitation Committee Summary – Vocational Service 29

© International Vision Facilitation Committee Summary – Community Service 30

© International Vision Facilitation Committee Summary – New Generations Service 31

© International Vision Facilitation Committee Summary – International Service 32

© International Vision Facilitation Committee Summary – Fund Raising 33

© International Vision Facilitation Committee Summary – Rotary Foundation 34

© International Vision Facilitation Committee Summary – Public Relations 35

© International Vision Facilitation Committee 36 What Follows Today Vision Long Range Plan Actions & Programs

© International Vision Facilitation Committee Implementing The Plan: Next Steps to Action 1. Club Vision ► 2. Translate to Long Range Goals ► 3. Annual (Short Term) Goals ► 4. Engage every member in the Passion of the Vision ►Club Assemblies ► Ongoing Training ► 5. Build in Succession Leadership ► 6. Review and update the Plan on regular basis

© International Vision Facilitation Committee 38 Action Plan ACTIONWHOWHEN (Specific Date) Compile the facilitation wall charts Create a vision statement or “elevator speech” for our club using the information gathered this evening. Schedule a club assembly to share what has happened Assemble a President’s Development Committee (PDC) Serve as liaison to Vision Facilitation Mentor that will assist your club in preparing an Action Plan with Timeline

© International Vision Facilitation Committee 39 District 7870 Rotary Resources PDG Rick Manganello AG Nancy Russell

© International Vision Facilitation Committee 40 Thank you for your Commitment