1. Planning Ahead for Your Club
Presenter needs to enter their name and club
Tina Akins Beri Kasper
Rotary Club of Concord Rotary Club of Concord-Diablo
Retail business owner CPA

2. Why Plan? Planning Ahead
There are many reasons: Planning enables you to achieve efficiency and accuracy by coordinating efforts and managing time effectively.

3. Planning is Your Road Map
Where are you now
Where do you want to be
Figure out how to get there
The road map view is extremely helpful to visualize what needs to be prioritized year-by-year to achieve your vision

4. Proactive not reactive Communicates a common message
Benefits of Planning
Proactive not reactive
Communicates a common message
Simplifies decision making
Aligns resources to priorities
You set direction and priorities….. communicate the message…, Get everyone on the same page…., You simplify decision-making ….Align your resources to priorities by making sure that what you are doing goes with your set goals.

6. Six Steps to successful Planningr
ROTARY STRATEGIC PLANNING GUIDE
Six Steps to successful Planning

7. The Process Explore club’s current condition Prepare vision statement
Align vision statement
with club’s current condition
Set priorities to achieve vision
This is the process – HANDOUT - review these steps as outlined in RI Planning Tool; next few slides will expand on each of these ideas and give us a chance to talk more about the individual steps
List 3 to 5 yearly goals
to support priorities
Track the club’s new strategic plan

8. Club Strengths And Weaknesses Opportunities Challenges
Where Are We Now
WORKSHOP EXERCISE
Club Strengths And Weaknesses
Opportunities
Challenges
Expansion of Item #1 on Slide 7; Can ask each participant to take a moment to think about the SWOT (Strengths, Weaknesses, Opportunities and Challenges) as they relate to their own club ……
If time allows, you can have them share one or two items with a neighbor

9. Prepare a list of 5 to 10 activities
Where Do You Want To Be
Prepare a list of 5 to 10 activities
List 5 – 10 activities; For Example: building membership, complete a service project, form an Interact Club

10. Getting there
Roadmap to success

11. Update/adapt as needed
How Are We Doing
Monitor progress
Update/adapt as needed

12. Available Resources www.rotary.org - Strategic Planning Guide
Planning Guide For
Effective Rotary Clubs
Rotary Club Health Check
RI vision Statement
RI Strategic Plan

13. District Visioning
Help is available from experienced strategic planning professionals
Candy Pierce, PDG
Visioning Team Leader
Ask if any clubs have participated and results, experience

14. Planning Ahead How does planning help your club and your community?
What is the one thing you can do this month to help your club plan ahead?
Planning helps you to make a bigger difference in your community; makes your club stronger
Follow tenets of Rotary – Don’t sponsor a baby seal hunt!
Take a moment to think of one thing you can do this month to help your club plan ahead? Quiet, personal reflection.
Depending on the tine available, ask participants to share.

15. End
Questions?