1. Vision and Strategic Plan Rotary Club of Sherwood
01/15/09
01/15/09
March 1, 2014
Vision and Strategic Plan
Compiled for
Rotary Club of Sherwood by
Rotary District 5100 Vision Facilitation Team
_____________________________________________ * *

2. Vision Facilitation Is…
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Vision Facilitation Is…
Taking our Rotary Club where it wants to go and envisioning where it can go
Creation of a 5 year plan with core elements
Formation of ideas (Brainstorming reality vs. fiction)
Who does what and by when to achieve goals? * *

3. Why and How We Plan To all pull in the same direction
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Why and How We Plan
To all pull in the same direction
To identify a targeted destination
Continuity, Consistency, and Consensus (Unanimity)
To provide continuity year over year with changing leadership teams
Planning steps
Vision
Long range plan
Actions, tactical Club plan and programs to be instituted * *

4. Rotary’s Greatest Strength: The Club
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Rotary’s Greatest Strength: The Club
Effective Clubs
Sustain and grow membership
Conduct relevant service projects
Support the Rotary Foundation
Develop leaders beyond the Club level
Are financially stable * *

5. At the Mar 1, 2014 Facilitation
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At the Mar 1, 2014 Facilitation
We explored…
Who are we?
Where are we?
Where do we want to be?
How will we get there?
How will we know when we arrive? * *

6. 01/15/09
01/15/09
Vision Exercise
We wrote a letter as if it were 2018 to the Rotary International President explaining why the Rotary Club of Sherwood deserves the distinguished Gold Medal as recognition for being “the best of the best.”
This became the basis for creating the Vision that our Club might have for itself three to five years from now! * *

7. Every vote counted to reach consensus
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Every vote counted to reach consensus * *

8. What our Club Stands For
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What our Club Stands For
Committed to youth
Service
Project based community enrichment * *

9. 01/15/09
01/15/09
Club Size
55-60 * *

10. Club Attributes Youth focused (we are role models, mentors, etc.) Fun
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Club Attributes
Youth focused (we are role models, mentors, etc.)
Fun
Partners in community as Rotarians * *

11. Club Administration Ongoing mentoring of members 95% retention rate
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Club Administration
Ongoing mentoring of members
95% retention rate
We schedule quarterly fellowship activities that promote membership growth, strength, and retention * *

12. 01/15/09
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Vocational Service
Re-establish Career Quest at high school
Rotary business internship
Provide career shadows for high school students * *

13. Community Service Annual community “green up” day
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Community Service
Annual community “green up” day
Be or partner on community outreach, community needs – Needs and Services Aggregator; Volunteer Action Coordinator
Functional art project e.g. Old Town (clock) * *

14. International Service
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International Service
Continue partnerships with La Plata and Newberg Early Birds Clubs
Leverage TRF to assist La Plata projects
We go to service project in sunny tropical location * *

15. Youth Services Establish viable Interact Club in middle schools
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Youth Services
Establish viable Interact Club in middle schools
We continue our support of RYLA (retreat)
Scholarships (academic/trade) needs based * *

16. Fund Raising Tree sale receipts $60,000 Uncorking event
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Fund Raising
Tree sale receipts $60,000
Uncorking event
One major fundraiser per year * *

17. The Rotary Foundation
Club at 100% sustaining memberships ($100/Rotarian/year)
Club at 100% Paul Harris Fellows

18. Our Club Foundation Fund endowment for Youth Exchange
Support our international project and trip
Build Club Foundation to $1 million

19. 01/15/09
01/15/09
Public Image
Leverage Interact and Youth Exchange to engage their parents – annual YE/Interact/parent event
We are present at/have a presence at every Sherwood event
Rotary sponsored resource based website * *

20. Leadership Development
Formal succession plan and training
Broad base of Club leadership
Contribute to District and international leadership

21. ….and then what happened?
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….and then what happened?
Action
Owner
When
Status
Compile info
Kim
Mar 7
Done
Develop elevator speech
Doug
Club Assembly
Wendy
Mar 14
Done – Mar 21
Champion
Krissi – PEN
Who owns the plan?
Rotary Club of Sherwood * *

22. What Follows Today Actions & Programs Vision Long Range Plan
Vision Facilitation Presentation *
What Follows Today
Actions & Programs
Vision
Slide 35 –
You will start with the Vision ….
Then you will develop the Long Range Plan ..
And from there you will develop the steps … the Actions and the Programs … that will take you towards the Vision …
Long Range Plan *

23. Next Steps Break into small groups by subject area in the vision
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Next Steps
Break into small groups by subject area in the vision
Review the selected items in each area
Prioritize and determine specifically: who, what, and when for each listed item
Report back to Club on how you will focus on the top identified items
Club Champion continues to review progress quarterly, semiannually, or at least every year * *

24. 01/15/09
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Embracing the Vision
“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 * *

25. 01/15/09
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Thank you
Rotarians * *