1. Rotary Club Visioning & Planning
Session Template
“To whom much is given, much is expected.”

2. 6 Areas of Brainstorming
Foundation Giving
Membership Growth & Retention
Club Administration
Public Relations
Service Activities
Youth Service

3. Areas of Focus: Notes to Consider: Rotary International Annual Fund
Foundation Giving
Areas of Focus:
Rotary International Annual Fund
Bequest Society
Polio Plus Fund
Notes to Consider:
What are our club benchmarks/history?
How do we educate club members?
How do we effectively advocate?

4. Membership Growth & Retention
Areas of Focus:
New Members (attract)
Existing Members (retain)
Family of Rotary (involve & engage)
Notes to Consider:
What are our club benchmarks/history?
Do we have a Networking/Socials program?
Are we prospecting? How?
Are we surveying members?
Do we have a formal membership program(s)?

5. Areas of Focus: Notes to Consider: Budget/Financial - Dashboard
Club Administration
Areas of Focus:
Budget/Financial - Dashboard
Social/Networking
Engagement of Membership
Succession Planning
Fundraising
Notes to Consider:
Do we provide adequate training?
Do we have and encourage fun?
Do we adequately handle Public Relations?

6. Areas of Focus: Notes to Consider: Website/Landing Pages Media
Public Relations
Areas of Focus:
Website/Landing Pages
Media
Printed Materials & Marketing
Notes to Consider:
Have we conducted an audit of our materials?
Are we fully RI Brand compliant?
Who manages our content & how?
Do we have consistent frequency of message?

7. Areas of Focus: Notes to Consider: Community Service
Service Activities
Areas of Focus:
Community Service
International Service
Grants (District and Global)
Notes to Consider:
What are our club benchmarks/history?
How do we educate club members?
Do we survey the membership to ask about relevancy?
Do we seek new and comprehensive partners?
Are the project sustainable?

8. Areas of Focus: Notes to Consider: Rotaract Interact RYLA
Youth Service
Areas of Focus:
Rotaract
Interact
RYLA
Notes to Consider:
What are our club benchmarks/history?
How do we educate club members?
Are these programs represented? No? Why?
Should we add/expand/develop these programs?
Are we mentoring youth in some way?

9. GOSPA Planning Method
GOALS
OBJECTIVES
STRATEGIES
PLANS
ACTIONS

10. Goals Objectives 1-2 STRETCH Goals (BHAGs) IE:
GOSPA Planning Method
Goals
1-2 STRETCH Goals (BHAGs) IE:
“We are going to be the largest club in D5320”
“We will be globally recognized for XYZ...”
Objectives
6-8 Statements (quantifiable & measurable) IE:
We will be at _____ members by:
We will complete 10 Community Service Projects by:
We will have $X in the bank by:

11. Strategies Plans 20+ “Traditional” Goals IE:
GOSPA Planning Method
Strategies
20+ “Traditional” Goals IE:
Strengthen Youth Services Programs
Build New Members Outreach
Plans
Lots of these – Specific Tactical Plans IE:
Launch a new Rotaract Club at _______ High School
Host 12 Membership Mixers
Manage a comprehensive prospecting program
Hold Vocational Talks in each meeting

12. Actions Tons of these – step-by-step to support plans IE:
GOSPA Planning Method
Actions
Tons of these – step-by-step to support plans IE:
Call _______ High School
Provide the HS Counselor with all Rotaract Materials
Host a Rotaract new member meeting
Order the Rotaract pins

13. Specific Committees and Teams Build
GOSPA Planning Method
1-2 GOALS
6-8 OBJECTIVES
20+ STRATEGIES
Lots of PLANS
Tons of ACTIONS
Executive Team Build
Specific Committees and Teams Build

14. THANK YOU!