Rotary District 7070 Pre-PETS Seminar February 7, 2015 Club Visioning Rotary District 7070 Pre-PETS Seminar February 7, 2015

Vision Facilitation is: Taking the club where it wants to go/can go 5 year Plan Write down Ideas (Brainstorming -reality vs fiction) Short Action Plans Who does what and by when to achieve goals?

Why We Plan Planning is all about pulling in the same direction with a destination in mind. Strategic Planning provides continuity between leadership terms Planning steps - Vision - Long Range Plan - Actions and Programs Continuity, Consistency, and Consensus

Goal Tiers Rotary International Goals set for 2015 - 16 Rotary District Goals - plans to help International achieve its goals on a District level Rotary Club Goals - Plans to get District to meet international goals on a local level

Strength of Rotary at Club Level Effective Clubs: - Attract New Member - Sustain Existing Members - Successful Service Projects - Support the Rotary Foundation - Develop Leaders beyond Club Level

PLANNING Who are we? Where are we? Where do we want to be? How do we get there? How will we know when we arrive?

District Visioning Process Step 1 Questionnaire sent to every member (Survey-Monkey) Step 2 (2-4 weeks later) Visioning Session (circa 2.5 hours) Step 3 Develop An Action Plan based on the results at the Visioning Session Step 4 Implement Action Plan

Visioning Session Program Welcome, Instructions (15 min.) Individual work on Work-book (30 min) Collection of ideas/suggestions; scribes take them down on flip charts (60 min.) Flip charts are put on the walls (10 min) Two rounds of voting; second round with fewer alternatives (20 min) Conclusions, Next Step (20 min)

Vision Exercise In a work-book, write a letter to the Rotary International President as if it were 2020, explaining why your Club deserves the newly established Distinguished Gold Medal as recognition for being “The Best Club in The World.”

Vision Writing Exercise at Event Vision pursued (Stand for in the community) Club size Club attributes (demographics, etc.) Club Administration Vocational Service Community Service Youth Service International Service Fund-raising Foundation Success Public Relations Leadership Development Each member work through the workbook individually

Vision "...Most widely recognized and respected service club in our community. .. " "... A model for other clubs ... " "..Reputation for getting things done and exemplify values and service to community..."

Membership of Club … “40” … … “50” … … “75” …

Attributes "... 50/50 men and women ... " "... Credible, known for efficiency and effectiveness ... " "...FUN..."

Club Administration Website links as Community event page...." "...Our programs are exciting, relevant and recognized..." "... Weekly recognition in newspapers..."

Vocational "... Promote the FOUR WAY TEST to the members of the local Chamber of Commerce .." "... Provide Computer Training for Un-Employed Members of the Community...“ "..Mentor New Canadians looking for jobs..."

Youth Service "... Scholarships for FOUR high-school students..." "... Start a Rotaract Club...“ "..Run a Job Fair for graduating high-school students..."

Community Service "... Long term partnership with a women’s shelter..." "... Established high profile youth leadership/citizenship program with local schools...“ "... Have Club members help out at a Local Soup Kitchen..."

International Service "... Support and host international student annually..." "... Participate in the VTT Program...” "... Members participate in sweat equity projects in Africa..."

Fund-Raising … “Run our first Rib-fest at the Labour Day weekend, raising $50,000” … … “Sell Easter Lilies, raising $12,000” … … “Hold Bingo sessions, raising $20,000/year” …

Rotary Foundation "... 50% Paul Harris, 100% contributing, @ least $100/per member annually..." "...5 members attend the district foundation event annually...“ "... District Chair for Paul Harris Foundation comes from Lake Elmo Rotary"

Public Relations … “We should have a Rotary column in the community paper” … … “Our web-site should be up-to-date all the time” … … “There should be Rotary signs at all the places we have supported” …

Leadership Development "... All board members and committee Chairs attend District Assembly..." "...Club members are involved in District Committees...“ "... We have a Succession Plan for all board and committee Chair positions..."

…and then what happens? Action Who When 1. Compile the facilitation sheets Tom 2. Create a vision statement from Ray info gathered this evening 3. Set a club forum or assembly Paul to present and discuss "findings" w/rest of our club 4. Assemble our Presidents Liz Development team for a first meeting. 5. Review 1 year from today Strategic Planning report Board Monthly @ Board meetings

Wall Street Summary Collected Data Focused Areas VOCATIONAL AVE SERVICE   Collected Data  3 dots 2 dots Extend Rotarian Expertise into our world community Mentor in our business and passions for students at all levels 6 dots Enrolling our Rotarian Youth in service/Rotary opportunities Community Event - fundraising with youth to serve the community and Rotary 1 dot Annual Host student at workplace goes beyond club Coaching model to help others 9 dots 7 dots YOUTH GIVEN OPPORTUNITY TO SERVE THE COMMUNITY and make a contribution (eg tree planting) and are recognized Encourage and facilitate technical education VOCATIONAL AVE SERVICE   Focused Areas  3 dots 2 dots Extend Rotarian Expertise into our world community 6 dots Enrolling our Rotarian Youth in service/Rotary opportunities 9 dots 7 dots YOUTH GIVEN OPPORTUNITY TO SERVE THE COMMUNITY and make a contribution (eg tree planting) and are recognized

Next – Develop An Action Plan Clubs decide to use different ways to develop the Action Plan from the result of the Visioning Exercise; set up a special committee, divide the work among smaller committees, … This is the responsibility of the Club, but the Assistant Governor can assist Report back to the Club and get Club members to agree on the final document

Vision Writing Exercise

Data Collection & Scribing

Multi-Voting Dot Exercise

Completed Sheets

Drawing Conclusions

Club Action Plan Process

John F. Kennedy Think about it “There are risks and costs to a program of action, but they are far less than the long-range risks and costs of comfortable inaction.” John F. Kennedy

Think about it “Just Do It” NIKE

Thank you